Civic Intelligence

Wise Steward Corporation

Plan context: Wise Steward Corporation 401K Plan

EIN 33-0726979 • Yorba Linda, CA • 15 filings • 2 plans

22405 LA Palma Avenue, #101Yorba Linda, CA 92887
Current Snapshot

Latest Year

2013

2013 Participants

3

2013 Assets

$66,136

2013 Contributions

$3,503

Historical Graphs

Total Assets Over Time

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

$122,791$61,396$0199920052012YearValue
$66,136Latest year 2012

Participants Over Time

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

1160199920062012YearValue
3Latest year 2012

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
201310$0$0-
Wise Steward Corporation 401K Plan-0$0--
201213$66,136$0-
Wise Steward Corporation 401K Plan-3$66,136--
201115$58,686$0-
Wise Steward Corporation 401K Plan-5$58,686--
201019$66,857$0-
Wise Steward Corporation 401K Plan-9$66,857--
200910$0$0-
Wise Steward Corporation 401K Plan-----
200813$88,418$0-
Wise Steward Corporation 401K Plan-3$88,418--
200713$0$0-
Wise Steward Corporation 401K Plan-3---
200613$122,791$3,503$1,168iApproximate average salary by contribution assumption: employee only about $29,192 at 4% or $19,461 at 6%; with 50% employer match about $19,461 at 4% or $12,974 at 6%; with 100% employer match about $14,596 at 4% or $9,731 at 6%.
Wise Steward Corporation 401K Plan-3$122,791$3,503$1,168iApproximate average salary by contribution assumption: employee only about $29,192 at 4% or $19,461 at 6%; with 50% employer match about $19,461 at 4% or $12,974 at 6%; with 100% employer match about $14,596 at 4% or $9,731 at 6%.
200516$108,852$3,062$510iApproximate average salary by contribution assumption: employee only about $12,758 at 4% or $8,506 at 6%; with 50% employer match about $8,506 at 4% or $5,670 at 6%; with 100% employer match about $6,379 at 4% or $4,253 at 6%.
Wise Steward Corporation 401K Plan-6$108,852$3,062$510iApproximate average salary by contribution assumption: employee only about $12,758 at 4% or $8,506 at 6%; with 50% employer match about $8,506 at 4% or $5,670 at 6%; with 100% employer match about $6,379 at 4% or $4,253 at 6%.
200416$97,490$15,694$2,616iApproximate average salary by contribution assumption: employee only about $65,392 at 4% or $43,594 at 6%; with 50% employer match about $43,594 at 4% or $29,063 at 6%; with 100% employer match about $32,696 at 4% or $21,797 at 6%.
Wise Steward Corporation 401K Plan-6$97,490$15,694$2,616iApproximate average salary by contribution assumption: employee only about $65,392 at 4% or $43,594 at 6%; with 50% employer match about $43,594 at 4% or $29,063 at 6%; with 100% employer match about $32,696 at 4% or $21,797 at 6%.
200316$73,474$22,390$3,732iApproximate average salary by contribution assumption: employee only about $93,292 at 4% or $62,194 at 6%; with 50% employer match about $62,194 at 4% or $41,463 at 6%; with 100% employer match about $46,646 at 4% or $31,097 at 6%.
Wise Steward Corporation 401K Plan-6$73,474$22,390$3,732iApproximate average salary by contribution assumption: employee only about $93,292 at 4% or $62,194 at 6%; with 50% employer match about $62,194 at 4% or $41,463 at 6%; with 100% employer match about $46,646 at 4% or $31,097 at 6%.
200218$40,030$17,463$2,183iApproximate average salary by contribution assumption: employee only about $54,572 at 4% or $36,381 at 6%; with 50% employer match about $36,381 at 4% or $24,254 at 6%; with 100% employer match about $27,286 at 4% or $18,191 at 6%.
Wise Steward Corporation 401K Plan-8$40,030$17,463$2,183iApproximate average salary by contribution assumption: employee only about $54,572 at 4% or $36,381 at 6%; with 50% employer match about $36,381 at 4% or $24,254 at 6%; with 100% employer match about $27,286 at 4% or $18,191 at 6%.
200110$0$0-
Wise Steward Corporation 401K Plan-0---
2000111$27,777$7,399$673iApproximate average salary by contribution assumption: employee only about $16,816 at 4% or $11,211 at 6%; with 50% employer match about $11,211 at 4% or $7,474 at 6%; with 100% employer match about $8,408 at 4% or $5,605 at 6%.
Wise Steward Corporation 401K Plan-11$27,777$7,399$673iApproximate average salary by contribution assumption: employee only about $16,816 at 4% or $11,211 at 6%; with 50% employer match about $11,211 at 4% or $7,474 at 6%; with 100% employer match about $8,408 at 4% or $5,605 at 6%.
199918$28,188$11,580$1,448iApproximate average salary by contribution assumption: employee only about $36,188 at 4% or $24,125 at 6%; with 50% employer match about $24,125 at 4% or $16,083 at 6%; with 100% employer match about $18,094 at 4% or $12,063 at 6%.
Wise Steward Corporation 401K Plan-8$28,188$11,580$1,448iApproximate average salary by contribution assumption: employee only about $36,188 at 4% or $24,125 at 6%; with 50% employer match about $24,125 at 4% or $16,083 at 6%; with 100% employer match about $18,094 at 4% or $12,063 at 6%.