Civic Intelligence

Wcm Global Wealth LLC

Plan context: Wcm Global Wealth LLC Retirement Plan

EIN 27-4795044 • Greenville, SC • 10 filings • 1 plans

201 Riverplace, Suite 500Greenville, SC 29601
Current Snapshot

Latest Year

2023

2023 Participants

25

2023 Assets

$1,528,859

2023 Contributions

$183,740

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,536,440$768,220$0201420192023YearValue
$1,528,859Latest year 2023

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

26130201420192023YearValue
25Latest year 2023

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2023125$1,528,859$183,740$7,350iApproximate average salary by contribution assumption: employee only about $183,740 at 4% or $122,493 at 6%; with 50% employer match about $122,493 at 4% or $81,662 at 6%; with 100% employer match about $91,870 at 4% or $61,247 at 6%.
Wcm Global Wealth LLC Retirement Plan-25$1,528,859$183,740$7,350iApproximate average salary by contribution assumption: employee only about $183,740 at 4% or $122,493 at 6%; with 50% employer match about $122,493 at 4% or $81,662 at 6%; with 100% employer match about $91,870 at 4% or $61,247 at 6%.
2022126$1,536,440$182,520$7,020iApproximate average salary by contribution assumption: employee only about $175,500 at 4% or $117,000 at 6%; with 50% employer match about $117,000 at 4% or $78,000 at 6%; with 100% employer match about $87,750 at 4% or $58,500 at 6%.
Wcm Global Wealth LLC Retirement Plan-26$1,536,440$182,520$7,020iApproximate average salary by contribution assumption: employee only about $175,500 at 4% or $117,000 at 6%; with 50% employer match about $117,000 at 4% or $78,000 at 6%; with 100% employer match about $87,750 at 4% or $58,500 at 6%.
2021121$1,526,142$162,689$7,747iApproximate average salary by contribution assumption: employee only about $193,677 at 4% or $129,118 at 6%; with 50% employer match about $129,118 at 4% or $86,079 at 6%; with 100% employer match about $96,839 at 4% or $64,559 at 6%.
Wcm Global Wealth LLC Retirement Plan-21$1,526,142$162,689$7,747iApproximate average salary by contribution assumption: employee only about $193,677 at 4% or $129,118 at 6%; with 50% employer match about $129,118 at 4% or $86,079 at 6%; with 100% employer match about $96,839 at 4% or $64,559 at 6%.
2020121$1,225,620$163,036$7,764iApproximate average salary by contribution assumption: employee only about $194,090 at 4% or $129,394 at 6%; with 50% employer match about $129,394 at 4% or $86,262 at 6%; with 100% employer match about $97,045 at 4% or $64,697 at 6%.
Wcm Global Wealth LLC Retirement Plan-21$1,225,620$163,036$7,764iApproximate average salary by contribution assumption: employee only about $194,090 at 4% or $129,394 at 6%; with 50% employer match about $129,394 at 4% or $86,262 at 6%; with 100% employer match about $97,045 at 4% or $64,697 at 6%.
2019120$878,404$163,934$8,197iApproximate average salary by contribution assumption: employee only about $204,918 at 4% or $136,612 at 6%; with 50% employer match about $136,612 at 4% or $91,074 at 6%; with 100% employer match about $102,459 at 4% or $68,306 at 6%.
Wcm Global Wealth LLC Retirement Plan-20$878,404$163,934$8,197iApproximate average salary by contribution assumption: employee only about $204,918 at 4% or $136,612 at 6%; with 50% employer match about $136,612 at 4% or $91,074 at 6%; with 100% employer match about $102,459 at 4% or $68,306 at 6%.
2018120$649,421$196,084$9,804iApproximate average salary by contribution assumption: employee only about $245,105 at 4% or $163,403 at 6%; with 50% employer match about $163,403 at 4% or $108,936 at 6%; with 100% employer match about $122,553 at 4% or $81,702 at 6%.
Wcm Global Wealth LLC Retirement Plan-20$649,421$196,084$9,804iApproximate average salary by contribution assumption: employee only about $245,105 at 4% or $163,403 at 6%; with 50% employer match about $163,403 at 4% or $108,936 at 6%; with 100% employer match about $122,553 at 4% or $81,702 at 6%.
2017112$536,204$95,500$7,958iApproximate average salary by contribution assumption: employee only about $198,958 at 4% or $132,639 at 6%; with 50% employer match about $132,639 at 4% or $88,426 at 6%; with 100% employer match about $99,479 at 4% or $66,319 at 6%.
Wcm Global Wealth LLC Retirement Plan-12$536,204$95,500$7,958iApproximate average salary by contribution assumption: employee only about $198,958 at 4% or $132,639 at 6%; with 50% employer match about $132,639 at 4% or $88,426 at 6%; with 100% employer match about $99,479 at 4% or $66,319 at 6%.
201618$377,860$302,739$37,842iApproximate average salary by contribution assumption: employee only about $946,059 at 4% or $630,706 at 6%; with 50% employer match about $630,706 at 4% or $420,471 at 6%; with 100% employer match about $473,030 at 4% or $315,353 at 6%.
Wcm Global Wealth LLC Retirement Plan-8$377,860$302,739$37,842iApproximate average salary by contribution assumption: employee only about $946,059 at 4% or $630,706 at 6%; with 50% employer match about $630,706 at 4% or $420,471 at 6%; with 100% employer match about $473,030 at 4% or $315,353 at 6%.
201515$66,416$55,016$11,003iApproximate average salary by contribution assumption: employee only about $275,080 at 4% or $183,387 at 6%; with 50% employer match about $183,387 at 4% or $122,258 at 6%; with 100% employer match about $137,540 at 4% or $91,693 at 6%.
Wcm Global Wealth LLC Retirement Plan-5$66,416$55,016$11,003iApproximate average salary by contribution assumption: employee only about $275,080 at 4% or $183,387 at 6%; with 50% employer match about $183,387 at 4% or $122,258 at 6%; with 100% employer match about $137,540 at 4% or $91,693 at 6%.
201414$15,344$15,289$3,822iApproximate average salary by contribution assumption: employee only about $95,556 at 4% or $63,704 at 6%; with 50% employer match about $63,704 at 4% or $42,469 at 6%; with 100% employer match about $47,778 at 4% or $31,852 at 6%.
Wcm Global Wealth LLC Retirement Plan-4$15,344$15,289$3,822iApproximate average salary by contribution assumption: employee only about $95,556 at 4% or $63,704 at 6%; with 50% employer match about $63,704 at 4% or $42,469 at 6%; with 100% employer match about $47,778 at 4% or $31,852 at 6%.