Civic Intelligence

Wealth Dimensions Group Ltd

Plan context: Wealth Dimensions Group Ltd. Profit Sharing Plan

EIN 31-1579140 • Cincinnati, OH • 28 filings • 2 plans

7870 East Kemper Road - Suite 330Cincinnati, OH 45249-1675
Current Snapshot

Latest Year

2024

2024 Participants

19

2024 Assets

$8,221,347

2024 Contributions

$3,447,874

Historical Graphs

Total Assets Over Time

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

$9,459,705$4,729,853$0201020172024YearValue
$8,221,347Latest year 2024

Participants Over Time

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

20100201020172024YearValue
19Latest year 2024

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
2024219$8,221,347$3,447,874$181,467iApproximate average salary by contribution assumption: employee only about $4,536,676 at 4% or $3,024,451 at 6%; with 50% employer match about $3,024,451 at 4% or $2,016,301 at 6%; with 100% employer match about $2,268,338 at 4% or $1,512,225 at 6%.
Wealth Dimensions Group Ltd. Profit Sharing Plan-19$8,221,347$2,897,874$152,520iApproximate average salary by contribution assumption: employee only about $3,812,992 at 4% or $2,541,995 at 6%; with 50% employer match about $2,541,995 at 4% or $1,694,663 at 6%; with 100% employer match about $1,906,496 at 4% or $1,270,997 at 6%.
Wealth Dimensions Group Ltd. Defined Benefit Plan-0$0$550,000-
2023220$9,459,705$970,836$48,542iApproximate average salary by contribution assumption: employee only about $1,213,545 at 4% or $809,030 at 6%; with 50% employer match about $809,030 at 4% or $539,353 at 6%; with 100% employer match about $606,773 at 4% or $404,515 at 6%.
Wealth Dimensions Group Ltd. Profit Sharing Plan-20$4,813,921$470,836$23,542iApproximate average salary by contribution assumption: employee only about $588,545 at 4% or $392,363 at 6%; with 50% employer match about $392,363 at 4% or $261,576 at 6%; with 100% employer match about $294,273 at 4% or $196,182 at 6%.
Wealth Dimensions Group Ltd. Defined Benefit Plan-18$4,645,784$500,000$27,778iApproximate average salary by contribution assumption: employee only about $694,444 at 4% or $462,963 at 6%; with 50% employer match about $462,963 at 4% or $308,642 at 6%; with 100% employer match about $347,222 at 4% or $231,481 at 6%.
2022217$8,919,634$707,717$41,630iApproximate average salary by contribution assumption: employee only about $1,040,760 at 4% or $693,840 at 6%; with 50% employer match about $693,840 at 4% or $462,560 at 6%; with 100% employer match about $520,380 at 4% or $346,920 at 6%.
Wealth Dimensions Group Ltd. Defined Benefit Plan-0$4,981,373$500,000-
Wealth Dimensions Group Ltd. Profit Sharing Plan-17$3,938,261$207,717$12,219iApproximate average salary by contribution assumption: employee only about $305,466 at 4% or $203,644 at 6%; with 50% employer match about $203,644 at 4% or $135,763 at 6%; with 100% employer match about $152,733 at 4% or $101,822 at 6%.
2021216$8,478,080$1,088,226$68,014iApproximate average salary by contribution assumption: employee only about $1,700,353 at 4% or $1,133,569 at 6%; with 50% employer match about $1,133,569 at 4% or $755,713 at 6%; with 100% employer match about $850,177 at 4% or $566,784 at 6%.
Wealth Dimensions Group Ltd. Defined Benefit Plan-0$4,560,878$700,000-
Wealth Dimensions Group Ltd. Profit Sharing Plan-16$3,917,202$388,226$24,264iApproximate average salary by contribution assumption: employee only about $606,603 at 4% or $404,402 at 6%; with 50% employer match about $404,402 at 4% or $269,601 at 6%; with 100% employer match about $303,302 at 4% or $202,201 at 6%.
2020214$7,302,115$1,353,764$96,697iApproximate average salary by contribution assumption: employee only about $2,417,436 at 4% or $1,611,624 at 6%; with 50% employer match about $1,611,624 at 4% or $1,074,416 at 6%; with 100% employer match about $1,208,718 at 4% or $805,812 at 6%.
Wealth Dimensions Group Ltd. Defined Benefit Plan-10$3,699,440$600,000$60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%.
Wealth Dimensions Group Ltd. Profit Sharing Plan-14$3,602,675$753,764$53,840iApproximate average salary by contribution assumption: employee only about $1,346,007 at 4% or $897,338 at 6%; with 50% employer match about $897,338 at 4% or $598,225 at 6%; with 100% employer match about $673,004 at 4% or $448,669 at 6%.
2019213$5,943,488$1,176,878$90,529iApproximate average salary by contribution assumption: employee only about $2,263,227 at 4% or $1,508,818 at 6%; with 50% employer match about $1,508,818 at 4% or $1,005,879 at 6%; with 100% employer match about $1,131,613 at 4% or $754,409 at 6%.
Wealth Dimensions Group Ltd. Defined Benefit Plan-9$3,102,673$500,000$55,556iApproximate average salary by contribution assumption: employee only about $1,388,889 at 4% or $925,926 at 6%; with 50% employer match about $925,926 at 4% or $617,284 at 6%; with 100% employer match about $694,444 at 4% or $462,963 at 6%.
Wealth Dimensions Group Ltd. Profit Sharing Plan-13$2,840,815$676,878$52,068iApproximate average salary by contribution assumption: employee only about $1,301,688 at 4% or $867,792 at 6%; with 50% employer match about $867,792 at 4% or $578,528 at 6%; with 100% employer match about $650,844 at 4% or $433,896 at 6%.
201829$4,930,391$770,405$85,601iApproximate average salary by contribution assumption: employee only about $2,140,014 at 4% or $1,426,676 at 6%; with 50% employer match about $1,426,676 at 4% or $951,117 at 6%; with 100% employer match about $1,070,007 at 4% or $713,338 at 6%.
Wealth Dimensions Group Ltd. Defined Benefit Plan-8$2,467,177$500,000$62,500iApproximate average salary by contribution assumption: employee only about $1,562,500 at 4% or $1,041,667 at 6%; with 50% employer match about $1,041,667 at 4% or $694,444 at 6%; with 100% employer match about $781,250 at 4% or $520,833 at 6%.
Wealth Dimensions Group Ltd. Profit Sharing Plan-9$2,463,214$270,405$30,045iApproximate average salary by contribution assumption: employee only about $751,125 at 4% or $500,750 at 6%; with 50% employer match about $500,750 at 4% or $333,833 at 6%; with 100% employer match about $375,563 at 4% or $250,375 at 6%.
2017210$4,323,859$776,193$77,619iApproximate average salary by contribution assumption: employee only about $1,940,483 at 4% or $1,293,655 at 6%; with 50% employer match about $1,293,655 at 4% or $862,437 at 6%; with 100% employer match about $970,241 at 4% or $646,828 at 6%.
Wealth Dimensions Group Ltd. Profit Sharing Plan-10$2,355,338$376,193$37,619iApproximate average salary by contribution assumption: employee only about $940,483 at 4% or $626,988 at 6%; with 50% employer match about $626,988 at 4% or $417,992 at 6%; with 100% employer match about $470,241 at 4% or $313,494 at 6%.
Wealth Dimensions Group Ltd. Defined Benefit Plan-7$1,968,521$400,000$57,143iApproximate average salary by contribution assumption: employee only about $1,428,571 at 4% or $952,381 at 6%; with 50% employer match about $952,381 at 4% or $634,921 at 6%; with 100% employer match about $714,286 at 4% or $476,190 at 6%.
201628$3,451,815$750,835$93,854iApproximate average salary by contribution assumption: employee only about $2,346,359 at 4% or $1,564,240 at 6%; with 50% employer match about $1,564,240 at 4% or $1,042,826 at 6%; with 100% employer match about $1,173,180 at 4% or $782,120 at 6%.
Wealth Dimensions Group Ltd. Profit Sharing Plan-8$1,922,728$150,835$18,854iApproximate average salary by contribution assumption: employee only about $471,359 at 4% or $314,240 at 6%; with 50% employer match about $314,240 at 4% or $209,493 at 6%; with 100% employer match about $235,680 at 4% or $157,120 at 6%.
Wealth Dimensions Group Ltd. Defined Benefit Plan-5$1,529,087$600,000$120,000iApproximate average salary by contribution assumption: employee only about $3,000,000 at 4% or $2,000,000 at 6%; with 50% employer match about $2,000,000 at 4% or $1,333,333 at 6%; with 100% employer match about $1,500,000 at 4% or $1,000,000 at 6%.
201527$2,903,350$550,519$78,646iApproximate average salary by contribution assumption: employee only about $1,966,139 at 4% or $1,310,760 at 6%; with 50% employer match about $1,310,760 at 4% or $873,840 at 6%; with 100% employer match about $983,070 at 4% or $655,380 at 6%.
Wealth Dimensions Group Ltd. Profit Sharing Plan-7$1,983,241$150,519$21,503iApproximate average salary by contribution assumption: employee only about $537,568 at 4% or $358,379 at 6%; with 50% employer match about $358,379 at 4% or $238,919 at 6%; with 100% employer match about $268,784 at 4% or $179,189 at 6%.
Wealth Dimensions Group Ltd. Defined Benefit Plan-4$920,109$400,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
201427$2,388,463$447,395$63,914iApproximate average salary by contribution assumption: employee only about $1,597,839 at 4% or $1,065,226 at 6%; with 50% employer match about $1,065,226 at 4% or $710,151 at 6%; with 100% employer match about $798,920 at 4% or $532,613 at 6%.
Wealth Dimensions Group Ltd. Profit Sharing Plan-7$1,868,415$167,395$23,914iApproximate average salary by contribution assumption: employee only about $597,839 at 4% or $398,560 at 6%; with 50% employer match about $398,560 at 4% or $265,706 at 6%; with 100% employer match about $298,920 at 4% or $199,280 at 6%.
Wealth Dimensions Group Ltd. Defined Benefit Plan-5$520,048$280,000$56,000iApproximate average salary by contribution assumption: employee only about $1,400,000 at 4% or $933,333 at 6%; with 50% employer match about $933,333 at 4% or $622,222 at 6%; with 100% employer match about $700,000 at 4% or $466,667 at 6%.
201327$1,921,521$416,635$59,519iApproximate average salary by contribution assumption: employee only about $1,487,982 at 4% or $991,988 at 6%; with 50% employer match about $991,988 at 4% or $661,325 at 6%; with 100% employer match about $743,991 at 4% or $495,994 at 6%.
Wealth Dimensions Group Ltd. Profit Sharing Plan-7$1,681,507$276,635$39,519iApproximate average salary by contribution assumption: employee only about $987,982 at 4% or $658,655 at 6%; with 50% employer match about $658,655 at 4% or $439,103 at 6%; with 100% employer match about $493,991 at 4% or $329,327 at 6%.
Wealth Dimensions Group Ltd. Defined Benefit Plan-7$240,014$140,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
201227$1,520,442$325,334$46,476iApproximate average salary by contribution assumption: employee only about $1,161,907 at 4% or $774,605 at 6%; with 50% employer match about $774,605 at 4% or $516,403 at 6%; with 100% employer match about $580,954 at 4% or $387,302 at 6%.
Wealth Dimensions Group Ltd. Profit Sharing Plan-7$1,370,442$175,334$25,048iApproximate average salary by contribution assumption: employee only about $626,193 at 4% or $417,462 at 6%; with 50% employer match about $417,462 at 4% or $278,308 at 6%; with 100% employer match about $313,096 at 4% or $208,731 at 6%.
Wealth Dimensions Group Ltd. Defined Benefit Plan-7$150,000$150,000$21,429iApproximate average salary by contribution assumption: employee only about $535,714 at 4% or $357,143 at 6%; with 50% employer match about $357,143 at 4% or $238,095 at 6%; with 100% employer match about $267,857 at 4% or $178,571 at 6%.
201117$1,163,978$126,510$18,073iApproximate average salary by contribution assumption: employee only about $451,821 at 4% or $301,214 at 6%; with 50% employer match about $301,214 at 4% or $200,810 at 6%; with 100% employer match about $225,911 at 4% or $150,607 at 6%.
Wealth Dimensions Group Ltd. Profit Sharing Plan-7$1,163,978$126,510$18,073iApproximate average salary by contribution assumption: employee only about $451,821 at 4% or $301,214 at 6%; with 50% employer match about $301,214 at 4% or $200,810 at 6%; with 100% employer match about $225,911 at 4% or $150,607 at 6%.
201017$1,082,975$125,969$17,996iApproximate average salary by contribution assumption: employee only about $449,889 at 4% or $299,926 at 6%; with 50% employer match about $299,926 at 4% or $199,951 at 6%; with 100% employer match about $224,945 at 4% or $149,963 at 6%.
Wealth Dimensions Group Ltd. Profit Sharing Plan-7$1,082,975$125,969$17,996iApproximate average salary by contribution assumption: employee only about $449,889 at 4% or $299,926 at 6%; with 50% employer match about $299,926 at 4% or $199,951 at 6%; with 100% employer match about $224,945 at 4% or $149,963 at 6%.