Civic Intelligence

Wacker Wealth Partners LLC

Plan context: Wacker Wealth Partners LLC 401(K) Profit Sharing Plan & Trust

EIN 32-0226967 • San Luis Obispo, CA • 11 filings • 3 plans

892 Aerovista Place, Suite 220San Luis Obispo, CA 93401
Current Snapshot

Latest Year

2023

2023 Participants

23

2023 Assets

$3,853,631

2023 Contributions

$286,911

Historical Graphs

Total Assets Over Time

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

$4,028,264$2,014,132$0201420182022YearValue
$3,853,631Latest year 2022

Participants Over Time

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

23120201420182022YearValue
23Latest year 2022

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
202310$0$286,911-
Wacker Wealth Partners LLC 401(K) Profit Sharing Plan & Trust-0$0$286,911-
2022123$3,853,631$482,393$20,974iApproximate average salary by contribution assumption: employee only about $524,340 at 4% or $349,560 at 6%; with 50% employer match about $349,560 at 4% or $233,040 at 6%; with 100% employer match about $262,170 at 4% or $174,780 at 6%.
Wacker Wealth Partners LLC 401(K) Profit Sharing Plan & Trust-23$3,853,631$482,393$20,974iApproximate average salary by contribution assumption: employee only about $524,340 at 4% or $349,560 at 6%; with 50% employer match about $349,560 at 4% or $233,040 at 6%; with 100% employer match about $262,170 at 4% or $174,780 at 6%.
2021219$4,028,264$776,448$40,866iApproximate average salary by contribution assumption: employee only about $1,021,642 at 4% or $681,095 at 6%; with 50% employer match about $681,095 at 4% or $454,063 at 6%; with 100% employer match about $510,821 at 4% or $340,547 at 6%.
Wacker Wealth Partners LLC 401(K) Profit Sharing Plan & Trust-19$4,000,810$405,359$21,335iApproximate average salary by contribution assumption: employee only about $533,367 at 4% or $355,578 at 6%; with 50% employer match about $355,578 at 4% or $237,052 at 6%; with 100% employer match about $266,684 at 4% or $177,789 at 6%.
Wacker Wealth Partners LLC 401(K) Profit Sharing Plan & Trust-17$27,454$371,089$21,829iApproximate average salary by contribution assumption: employee only about $545,719 at 4% or $363,813 at 6%; with 50% employer match about $363,813 at 4% or $242,542 at 6%; with 100% employer match about $272,860 at 4% or $181,906 at 6%.
2020117$3,285,667$357,306$21,018iApproximate average salary by contribution assumption: employee only about $525,450 at 4% or $350,300 at 6%; with 50% employer match about $350,300 at 4% or $233,533 at 6%; with 100% employer match about $262,725 at 4% or $175,150 at 6%.
Wacker Wealth Partners LLC 401(K) Profit Sharing Plan & Trust-17$3,285,667$357,306$21,018iApproximate average salary by contribution assumption: employee only about $525,450 at 4% or $350,300 at 6%; with 50% employer match about $350,300 at 4% or $233,533 at 6%; with 100% employer match about $262,725 at 4% or $175,150 at 6%.
2019116$2,649,555$329,183$20,574iApproximate average salary by contribution assumption: employee only about $514,348 at 4% or $342,899 at 6%; with 50% employer match about $342,899 at 4% or $228,599 at 6%; with 100% employer match about $257,174 at 4% or $171,449 at 6%.
Wacker Wealth Partners LLC 401(K) Profit Sharing Plan & Trust-16$2,649,555$329,183$20,574iApproximate average salary by contribution assumption: employee only about $514,348 at 4% or $342,899 at 6%; with 50% employer match about $342,899 at 4% or $228,599 at 6%; with 100% employer match about $257,174 at 4% or $171,449 at 6%.
2018115$2,110,894$280,454$18,697iApproximate average salary by contribution assumption: employee only about $467,423 at 4% or $311,616 at 6%; with 50% employer match about $311,616 at 4% or $207,744 at 6%; with 100% employer match about $233,712 at 4% or $155,808 at 6%.
Wacker Wealth Partners LLC 401(K) Profit Sharing Plan & Trust-15$2,110,894$280,454$18,697iApproximate average salary by contribution assumption: employee only about $467,423 at 4% or $311,616 at 6%; with 50% employer match about $311,616 at 4% or $207,744 at 6%; with 100% employer match about $233,712 at 4% or $155,808 at 6%.
2017113$2,001,682$268,029$20,618iApproximate average salary by contribution assumption: employee only about $515,440 at 4% or $343,627 at 6%; with 50% employer match about $343,627 at 4% or $229,085 at 6%; with 100% employer match about $257,720 at 4% or $171,813 at 6%.
Wacker Wealth Partners LLC 401(K) Profit Sharing Plan & Trust-13$2,001,682$268,029$20,618iApproximate average salary by contribution assumption: employee only about $515,440 at 4% or $343,627 at 6%; with 50% employer match about $343,627 at 4% or $229,085 at 6%; with 100% employer match about $257,720 at 4% or $171,813 at 6%.
2016113$1,452,807$277,488$21,345iApproximate average salary by contribution assumption: employee only about $533,631 at 4% or $355,754 at 6%; with 50% employer match about $355,754 at 4% or $237,169 at 6%; with 100% employer match about $266,815 at 4% or $177,877 at 6%.
Wacker Wealth Partners LLC 401(K) Profit Sharing Plan & Trust-13$1,452,807$277,488$21,345iApproximate average salary by contribution assumption: employee only about $533,631 at 4% or $355,754 at 6%; with 50% employer match about $355,754 at 4% or $237,169 at 6%; with 100% employer match about $266,815 at 4% or $177,877 at 6%.
2015111$1,052,289$241,664$21,969iApproximate average salary by contribution assumption: employee only about $549,236 at 4% or $366,158 at 6%; with 50% employer match about $366,158 at 4% or $244,105 at 6%; with 100% employer match about $274,618 at 4% or $183,079 at 6%.
Wacker Wealth Partners LLC 401(K) Profit Sharing Plan & Trust-11$1,052,289$241,664$21,969iApproximate average salary by contribution assumption: employee only about $549,236 at 4% or $366,158 at 6%; with 50% employer match about $366,158 at 4% or $244,105 at 6%; with 100% employer match about $274,618 at 4% or $183,079 at 6%.
2014110$840,888$808,003$80,800iApproximate average salary by contribution assumption: employee only about $2,020,008 at 4% or $1,346,672 at 6%; with 50% employer match about $1,346,672 at 4% or $897,781 at 6%; with 100% employer match about $1,010,004 at 4% or $673,336 at 6%.
Wacker Wealth Partners LLC 401(K) Profit Sharing Plan & Trust-10$840,888$808,003$80,800iApproximate average salary by contribution assumption: employee only about $2,020,008 at 4% or $1,346,672 at 6%; with 50% employer match about $1,346,672 at 4% or $897,781 at 6%; with 100% employer match about $1,010,004 at 4% or $673,336 at 6%.