Civic Intelligence

Wagonheim & Associates LLC

Plan context: Wagonheim & Associates LLC Retirement Plan

EIN 32-0007908 • Hunt Valley, MD • 13 filings • 1 plans

11350 Mccormick Road Ep1Suite 700Hunt Valley, MD 21031
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$714,704

2024 Contributions

$24,703

Historical Graphs

Total Assets Over Time

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

$714,704$357,352$0201220182024YearValue
$714,704Latest year 2024

Participants Over Time

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

1050201220182024YearValue
9Latest 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
202419$714,704$24,703$2,745iApproximate average salary by contribution assumption: employee only about $68,619 at 4% or $45,746 at 6%; with 50% employer match about $45,746 at 4% or $30,498 at 6%; with 100% employer match about $34,310 at 4% or $22,873 at 6%.
Wagonheim & Associates LLC Retirement Plan-9$714,704$24,703$2,745iApproximate average salary by contribution assumption: employee only about $68,619 at 4% or $45,746 at 6%; with 50% employer match about $45,746 at 4% or $30,498 at 6%; with 100% employer match about $34,310 at 4% or $22,873 at 6%.
202319$619,547$35,580$3,953iApproximate average salary by contribution assumption: employee only about $98,833 at 4% or $65,889 at 6%; with 50% employer match about $65,889 at 4% or $43,926 at 6%; with 100% employer match about $49,417 at 4% or $32,944 at 6%.
Wagonheim & Associates LLC Retirement Plan-9$619,547$35,580$3,953iApproximate average salary by contribution assumption: employee only about $98,833 at 4% or $65,889 at 6%; with 50% employer match about $65,889 at 4% or $43,926 at 6%; with 100% employer match about $49,417 at 4% or $32,944 at 6%.
202219$507,086$79,469$8,830iApproximate average salary by contribution assumption: employee only about $220,747 at 4% or $147,165 at 6%; with 50% employer match about $147,165 at 4% or $98,110 at 6%; with 100% employer match about $110,374 at 4% or $73,582 at 6%.
Wagonheim & Associates LLC Retirement Plan-9$507,086$79,469$8,830iApproximate average salary by contribution assumption: employee only about $220,747 at 4% or $147,165 at 6%; with 50% employer match about $147,165 at 4% or $98,110 at 6%; with 100% employer match about $110,374 at 4% or $73,582 at 6%.
202118$508,827$77,181$9,648iApproximate average salary by contribution assumption: employee only about $241,191 at 4% or $160,794 at 6%; with 50% employer match about $160,794 at 4% or $107,196 at 6%; with 100% employer match about $120,595 at 4% or $80,397 at 6%.
Wagonheim & Associates LLC Retirement Plan-8$508,827$77,181$9,648iApproximate average salary by contribution assumption: employee only about $241,191 at 4% or $160,794 at 6%; with 50% employer match about $160,794 at 4% or $107,196 at 6%; with 100% employer match about $120,595 at 4% or $80,397 at 6%.
202017$384,061$94,078$13,440iApproximate average salary by contribution assumption: employee only about $335,993 at 4% or $223,995 at 6%; with 50% employer match about $223,995 at 4% or $149,330 at 6%; with 100% employer match about $167,996 at 4% or $111,998 at 6%.
Wagonheim & Associates LLC Retirement Plan-7$384,061$94,078$13,440iApproximate average salary by contribution assumption: employee only about $335,993 at 4% or $223,995 at 6%; with 50% employer match about $223,995 at 4% or $149,330 at 6%; with 100% employer match about $167,996 at 4% or $111,998 at 6%.
201915$262,209$34,808$6,962iApproximate average salary by contribution assumption: employee only about $174,040 at 4% or $116,027 at 6%; with 50% employer match about $116,027 at 4% or $77,351 at 6%; with 100% employer match about $87,020 at 4% or $58,013 at 6%.
Wagonheim & Associates LLC Retirement Plan-5$262,209$34,808$6,962iApproximate average salary by contribution assumption: employee only about $174,040 at 4% or $116,027 at 6%; with 50% employer match about $116,027 at 4% or $77,351 at 6%; with 100% employer match about $87,020 at 4% or $58,013 at 6%.
201815$184,017$30,758$6,152iApproximate average salary by contribution assumption: employee only about $153,790 at 4% or $102,527 at 6%; with 50% employer match about $102,527 at 4% or $68,351 at 6%; with 100% employer match about $76,895 at 4% or $51,263 at 6%.
Wagonheim & Associates LLC Retirement Plan-5$184,017$30,758$6,152iApproximate average salary by contribution assumption: employee only about $153,790 at 4% or $102,527 at 6%; with 50% employer match about $102,527 at 4% or $68,351 at 6%; with 100% employer match about $76,895 at 4% or $51,263 at 6%.
201714$168,758$20,644$5,161iApproximate average salary by contribution assumption: employee only about $129,025 at 4% or $86,017 at 6%; with 50% employer match about $86,017 at 4% or $57,344 at 6%; with 100% employer match about $64,513 at 4% or $43,008 at 6%.
Wagonheim & Associates LLC Retirement Plan-4$168,758$20,644$5,161iApproximate average salary by contribution assumption: employee only about $129,025 at 4% or $86,017 at 6%; with 50% employer match about $86,017 at 4% or $57,344 at 6%; with 100% employer match about $64,513 at 4% or $43,008 at 6%.
201614$125,714$18,751$4,688iApproximate average salary by contribution assumption: employee only about $117,194 at 4% or $78,129 at 6%; with 50% employer match about $78,129 at 4% or $52,086 at 6%; with 100% employer match about $58,597 at 4% or $39,065 at 6%.
Wagonheim & Associates LLC Retirement Plan-4$125,714$18,751$4,688iApproximate average salary by contribution assumption: employee only about $117,194 at 4% or $78,129 at 6%; with 50% employer match about $78,129 at 4% or $52,086 at 6%; with 100% employer match about $58,597 at 4% or $39,065 at 6%.
201514$96,546$21,834$5,459iApproximate average salary by contribution assumption: employee only about $136,463 at 4% or $90,975 at 6%; with 50% employer match about $90,975 at 4% or $60,650 at 6%; with 100% employer match about $68,231 at 4% or $45,488 at 6%.
Wagonheim & Associates LLC Retirement Plan-4$96,546$21,834$5,459iApproximate average salary by contribution assumption: employee only about $136,463 at 4% or $90,975 at 6%; with 50% employer match about $90,975 at 4% or $60,650 at 6%; with 100% employer match about $68,231 at 4% or $45,488 at 6%.
201415$95,591$16,026$3,205iApproximate average salary by contribution assumption: employee only about $80,130 at 4% or $53,420 at 6%; with 50% employer match about $53,420 at 4% or $35,613 at 6%; with 100% employer match about $40,065 at 4% or $26,710 at 6%.
Wagonheim & Associates LLC Retirement Plan-5$95,591$16,026$3,205iApproximate average salary by contribution assumption: employee only about $80,130 at 4% or $53,420 at 6%; with 50% employer match about $53,420 at 4% or $35,613 at 6%; with 100% employer match about $40,065 at 4% or $26,710 at 6%.
201319$123,683$37,226$4,136iApproximate average salary by contribution assumption: employee only about $103,406 at 4% or $68,937 at 6%; with 50% employer match about $68,937 at 4% or $45,958 at 6%; with 100% employer match about $51,703 at 4% or $34,469 at 6%.
Wagonheim & Associates LLC Retirement Plan-9$123,683$37,226$4,136iApproximate average salary by contribution assumption: employee only about $103,406 at 4% or $68,937 at 6%; with 50% employer match about $68,937 at 4% or $45,958 at 6%; with 100% employer match about $51,703 at 4% or $34,469 at 6%.
2012110$67,517$64,702$6,470iApproximate average salary by contribution assumption: employee only about $161,755 at 4% or $107,837 at 6%; with 50% employer match about $107,837 at 4% or $71,891 at 6%; with 100% employer match about $80,878 at 4% or $53,918 at 6%.
Wagonheim & Associates LLC Retirement Plan-10$67,517$64,702$6,470iApproximate average salary by contribution assumption: employee only about $161,755 at 4% or $107,837 at 6%; with 50% employer match about $107,837 at 4% or $71,891 at 6%; with 100% employer match about $80,878 at 4% or $53,918 at 6%.