Civic Intelligence

Wagner Reese LLP

Plan context: Wagner Reese LLP 401(K) Profit Sharing Plan

EIN 35-2108776 • Carmel, IN • 21 filings • 3 plans

11939 N. Meridian St.Carmel, IN 46032
Current Snapshot

Latest Year

2024

2024 Participants

25

2024 Assets

$6,818,153

2024 Contributions

$627,308

Historical Graphs

Total Assets Over Time

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

$6,818,153$3,409,077$0201320192024YearValue
$6,818,153Latest year 2024

Participants Over Time

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

25130201320192024YearValue
25Latest 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
2024225$6,818,153$627,308$25,092iApproximate average salary by contribution assumption: employee only about $627,308 at 4% or $418,205 at 6%; with 50% employer match about $418,205 at 4% or $278,804 at 6%; with 100% employer match about $313,654 at 4% or $209,103 at 6%.
Wagner Reese LLP 401(K) Profit Sharing Plan-25$4,107,760$418,812$16,752iApproximate average salary by contribution assumption: employee only about $418,812 at 4% or $279,208 at 6%; with 50% employer match about $279,208 at 4% or $186,139 at 6%; with 100% employer match about $209,406 at 4% or $139,604 at 6%.
WAGNER REESE, LLP CASH BALANCE PLAN-22$2,710,393$208,496$9,477iApproximate average salary by contribution assumption: employee only about $236,927 at 4% or $157,952 at 6%; with 50% employer match about $157,952 at 4% or $105,301 at 6%; with 100% employer match about $118,464 at 4% or $78,976 at 6%.
2023222$5,549,174$713,509$32,432iApproximate average salary by contribution assumption: employee only about $810,806 at 4% or $540,537 at 6%; with 50% employer match about $540,537 at 4% or $360,358 at 6%; with 100% employer match about $405,403 at 4% or $270,269 at 6%.
Wagner Reese LLP 401(K) Profit Sharing Plan-22$3,226,263$392,717$17,851iApproximate average salary by contribution assumption: employee only about $446,269 at 4% or $297,513 at 6%; with 50% employer match about $297,513 at 4% or $198,342 at 6%; with 100% employer match about $223,135 at 4% or $148,756 at 6%.
WAGNER REESE, LLP CASH BALANCE PLAN-22$2,322,911$320,792$14,581iApproximate average salary by contribution assumption: employee only about $364,536 at 4% or $243,024 at 6%; with 50% employer match about $243,024 at 4% or $162,016 at 6%; with 100% employer match about $182,268 at 4% or $121,512 at 6%.
2022222$4,258,072$758,646$34,484iApproximate average salary by contribution assumption: employee only about $862,098 at 4% or $574,732 at 6%; with 50% employer match about $574,732 at 4% or $383,155 at 6%; with 100% employer match about $431,049 at 4% or $287,366 at 6%.
Wagner Reese LLP 401(K) Profit Sharing Plan-22$2,428,816$385,547$17,525iApproximate average salary by contribution assumption: employee only about $438,122 at 4% or $292,081 at 6%; with 50% employer match about $292,081 at 4% or $194,721 at 6%; with 100% employer match about $219,061 at 4% or $146,041 at 6%.
WAGNER REESE, LLP CASH BALANCE PLAN-20$1,829,256$373,099$18,655iApproximate average salary by contribution assumption: employee only about $466,374 at 4% or $310,916 at 6%; with 50% employer match about $310,916 at 4% or $207,277 at 6%; with 100% employer match about $233,187 at 4% or $155,458 at 6%.
2021221$4,356,820$622,796$29,657iApproximate average salary by contribution assumption: employee only about $741,424 at 4% or $494,283 at 6%; with 50% employer match about $494,283 at 4% or $329,522 at 6%; with 100% employer match about $370,712 at 4% or $247,141 at 6%.
Wagner Reese LLP 401(K) Profit Sharing Plan-21$2,715,521$365,381$17,399iApproximate average salary by contribution assumption: employee only about $434,977 at 4% or $289,985 at 6%; with 50% employer match about $289,985 at 4% or $193,323 at 6%; with 100% employer match about $217,489 at 4% or $144,992 at 6%.
WAGNER REESE, LLP CASH BALANCE PLAN-18$1,641,299$257,415$14,301iApproximate average salary by contribution assumption: employee only about $357,521 at 4% or $238,347 at 6%; with 50% employer match about $238,347 at 4% or $158,898 at 6%; with 100% employer match about $178,760 at 4% or $119,174 at 6%.
2020222$3,548,620$531,896$24,177iApproximate average salary by contribution assumption: employee only about $604,427 at 4% or $402,952 at 6%; with 50% employer match about $402,952 at 4% or $268,634 at 6%; with 100% employer match about $302,214 at 4% or $201,476 at 6%.
Wagner Reese LLP 401(K) Profit Sharing Plan-22$2,225,191$292,271$13,285iApproximate average salary by contribution assumption: employee only about $332,126 at 4% or $221,417 at 6%; with 50% employer match about $221,417 at 4% or $147,612 at 6%; with 100% employer match about $166,063 at 4% or $110,709 at 6%.
WAGNER REESE, LLP CASH BALANCE PLAN-18$1,323,429$239,625$13,313iApproximate average salary by contribution assumption: employee only about $332,813 at 4% or $221,875 at 6%; with 50% employer match about $221,875 at 4% or $147,917 at 6%; with 100% employer match about $166,406 at 4% or $110,938 at 6%.
2019220$2,561,243$740,180$37,009iApproximate average salary by contribution assumption: employee only about $925,225 at 4% or $616,817 at 6%; with 50% employer match about $616,817 at 4% or $411,211 at 6%; with 100% employer match about $462,613 at 4% or $308,408 at 6%.
Wagner Reese LLP 401(K) Profit Sharing Plan-20$1,541,799$542,680$27,134iApproximate average salary by contribution assumption: employee only about $678,350 at 4% or $452,233 at 6%; with 50% employer match about $452,233 at 4% or $301,489 at 6%; with 100% employer match about $339,175 at 4% or $226,117 at 6%.
WAGNER REESE, LLP CASH BALANCE PLAN-14$1,019,444$197,500$14,107iApproximate average salary by contribution assumption: employee only about $352,679 at 4% or $235,119 at 6%; with 50% employer match about $235,119 at 4% or $156,746 at 6%; with 100% employer match about $176,339 at 4% or $117,560 at 6%.
2018213$1,526,236$468,590$36,045iApproximate average salary by contribution assumption: employee only about $901,135 at 4% or $600,756 at 6%; with 50% employer match about $600,756 at 4% or $400,504 at 6%; with 100% employer match about $450,567 at 4% or $300,378 at 6%.
Wagner Reese LLP 401(K) Profit Sharing Plan-13$785,522$187,590$14,430iApproximate average salary by contribution assumption: employee only about $360,750 at 4% or $240,500 at 6%; with 50% employer match about $240,500 at 4% or $160,333 at 6%; with 100% employer match about $180,375 at 4% or $120,250 at 6%.
WAGNER REESE, LLP CASH BALANCE PLAN-9$740,714$281,000$31,222iApproximate average salary by contribution assumption: employee only about $780,556 at 4% or $520,370 at 6%; with 50% employer match about $520,370 at 4% or $346,914 at 6%; with 100% employer match about $390,278 at 4% or $260,185 at 6%.
2017213$1,117,602$367,351$28,258iApproximate average salary by contribution assumption: employee only about $706,444 at 4% or $470,963 at 6%; with 50% employer match about $470,963 at 4% or $313,975 at 6%; with 100% employer match about $353,222 at 4% or $235,481 at 6%.
Wagner Reese LLP 401(K) Profit Sharing Plan-13$634,695$129,521$9,963iApproximate average salary by contribution assumption: employee only about $249,079 at 4% or $166,053 at 6%; with 50% employer match about $166,053 at 4% or $110,702 at 6%; with 100% employer match about $124,539 at 4% or $83,026 at 6%.
WAGNER REESE, LLP CASH BALANCE PLAN-9$482,907$237,830$26,426iApproximate average salary by contribution assumption: employee only about $660,639 at 4% or $440,426 at 6%; with 50% employer match about $440,426 at 4% or $293,617 at 6%; with 100% employer match about $330,319 at 4% or $220,213 at 6%.
2016214$697,804$405,893$28,992iApproximate average salary by contribution assumption: employee only about $724,809 at 4% or $483,206 at 6%; with 50% employer match about $483,206 at 4% or $322,137 at 6%; with 100% employer match about $362,404 at 4% or $241,603 at 6%.
Wagner Reese LLP 401(K) Profit Sharing Plan-14$457,310$165,409$11,815iApproximate average salary by contribution assumption: employee only about $295,373 at 4% or $196,915 at 6%; with 50% employer match about $196,915 at 4% or $131,277 at 6%; with 100% employer match about $147,687 at 4% or $98,458 at 6%.
WAGNER REESE, LLP CASH BALANCE PLAN-10$240,494$240,484$24,048iApproximate average salary by contribution assumption: employee only about $601,210 at 4% or $400,807 at 6%; with 50% employer match about $400,807 at 4% or $267,204 at 6%; with 100% employer match about $300,605 at 4% or $200,403 at 6%.
2015110$277,944$114,495$11,450iApproximate average salary by contribution assumption: employee only about $286,238 at 4% or $190,825 at 6%; with 50% employer match about $190,825 at 4% or $127,217 at 6%; with 100% employer match about $143,119 at 4% or $95,413 at 6%.
Wagner Reese LLP 401(K) Profit Sharing Plan-10$277,944$114,495$11,450iApproximate average salary by contribution assumption: employee only about $286,238 at 4% or $190,825 at 6%; with 50% employer match about $190,825 at 4% or $127,217 at 6%; with 100% employer match about $143,119 at 4% or $95,413 at 6%.
2014111$194,140$114,253$10,387iApproximate average salary by contribution assumption: employee only about $259,666 at 4% or $173,111 at 6%; with 50% employer match about $173,111 at 4% or $115,407 at 6%; with 100% employer match about $129,833 at 4% or $86,555 at 6%.
Wagner Reese LLP 401(K) Profit Sharing Plan-11$194,140$114,253$10,387iApproximate average salary by contribution assumption: employee only about $259,666 at 4% or $173,111 at 6%; with 50% employer match about $173,111 at 4% or $115,407 at 6%; with 100% employer match about $129,833 at 4% or $86,555 at 6%.
2013111$76,043$72,404$6,582iApproximate average salary by contribution assumption: employee only about $164,555 at 4% or $109,703 at 6%; with 50% employer match about $109,703 at 4% or $73,135 at 6%; with 100% employer match about $82,277 at 4% or $54,852 at 6%.
Wagner Reese LLP 401(K) Profit Sharing Plan-11$76,043$72,404$6,582iApproximate average salary by contribution assumption: employee only about $164,555 at 4% or $109,703 at 6%; with 50% employer match about $109,703 at 4% or $73,135 at 6%; with 100% employer match about $82,277 at 4% or $54,852 at 6%.