Civic Intelligence

Wakely Actuarial Services Inc.

Plan context: Wakely Actuarial Services Inc. 401K Plan

EIN 36-4502251 • Palm Harbor, FL • 13 filings • 1 plans

33920 US Hwy 19 N, Ste 151Palm Harbor, FL 34684
Current Snapshot

Latest Year

2015

2015 Participants

18

2015 Assets

$1,801,666

2015 Contributions

$145,096

Historical Graphs

Total Assets Over Time

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

$1,872,386$936,193$0200320092015YearValue
$1,801,666Latest year 2015

Participants Over Time

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

30150200320092015YearValue
18Latest year 2015

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
2015118$1,801,666$145,096$8,061iApproximate average salary by contribution assumption: employee only about $201,522 at 4% or $134,348 at 6%; with 50% employer match about $134,348 at 4% or $89,565 at 6%; with 100% employer match about $100,761 at 4% or $67,174 at 6%.
Wakely Actuarial Services Inc. 401K Plan-18$1,801,666$145,096$8,061iApproximate average salary by contribution assumption: employee only about $201,522 at 4% or $134,348 at 6%; with 50% employer match about $134,348 at 4% or $89,565 at 6%; with 100% employer match about $100,761 at 4% or $67,174 at 6%.
2014122$1,872,386$153,545$6,979iApproximate average salary by contribution assumption: employee only about $174,483 at 4% or $116,322 at 6%; with 50% employer match about $116,322 at 4% or $77,548 at 6%; with 100% employer match about $87,241 at 4% or $58,161 at 6%.
Wakely Actuarial Services Inc. 401K Plan-22$1,872,386$153,545$6,979iApproximate average salary by contribution assumption: employee only about $174,483 at 4% or $116,322 at 6%; with 50% employer match about $116,322 at 4% or $77,548 at 6%; with 100% employer match about $87,241 at 4% or $58,161 at 6%.
2013124$1,787,971$565,978$23,582iApproximate average salary by contribution assumption: employee only about $589,560 at 4% or $393,040 at 6%; with 50% employer match about $393,040 at 4% or $262,027 at 6%; with 100% employer match about $294,780 at 4% or $196,520 at 6%.
Wakely Actuarial Services Inc. 401K Plan-24$1,787,971$565,978$23,582iApproximate average salary by contribution assumption: employee only about $589,560 at 4% or $393,040 at 6%; with 50% employer match about $393,040 at 4% or $262,027 at 6%; with 100% employer match about $294,780 at 4% or $196,520 at 6%.
2012123$1,061,829$146,835$6,384iApproximate average salary by contribution assumption: employee only about $159,603 at 4% or $106,402 at 6%; with 50% employer match about $106,402 at 4% or $70,935 at 6%; with 100% employer match about $79,802 at 4% or $53,201 at 6%.
Wakely Actuarial Services Inc. 401K Plan-23$1,061,829$146,835$6,384iApproximate average salary by contribution assumption: employee only about $159,603 at 4% or $106,402 at 6%; with 50% employer match about $106,402 at 4% or $70,935 at 6%; with 100% employer match about $79,802 at 4% or $53,201 at 6%.
2011130$1,614,964$285,726$9,524iApproximate average salary by contribution assumption: employee only about $238,105 at 4% or $158,737 at 6%; with 50% employer match about $158,737 at 4% or $105,824 at 6%; with 100% employer match about $119,053 at 4% or $79,368 at 6%.
Wakely Actuarial Services Inc. 401K Plan-30$1,614,964$285,726$9,524iApproximate average salary by contribution assumption: employee only about $238,105 at 4% or $158,737 at 6%; with 50% employer match about $158,737 at 4% or $105,824 at 6%; with 100% employer match about $119,053 at 4% or $79,368 at 6%.
2010119$1,528,065$151,476$7,972iApproximate average salary by contribution assumption: employee only about $199,311 at 4% or $132,874 at 6%; with 50% employer match about $132,874 at 4% or $88,582 at 6%; with 100% employer match about $99,655 at 4% or $66,437 at 6%.
Wakely Actuarial Services Inc. 401K Plan-19$1,528,065$151,476$7,972iApproximate average salary by contribution assumption: employee only about $199,311 at 4% or $132,874 at 6%; with 50% employer match about $132,874 at 4% or $88,582 at 6%; with 100% employer match about $99,655 at 4% or $66,437 at 6%.
2009117$1,392,188$152,778$8,987iApproximate average salary by contribution assumption: employee only about $224,674 at 4% or $149,782 at 6%; with 50% employer match about $149,782 at 4% or $99,855 at 6%; with 100% employer match about $112,337 at 4% or $74,891 at 6%.
Wakely Actuarial Services Inc. 401K Plan-17$1,392,188$152,778$8,987iApproximate average salary by contribution assumption: employee only about $224,674 at 4% or $149,782 at 6%; with 50% employer match about $149,782 at 4% or $99,855 at 6%; with 100% employer match about $112,337 at 4% or $74,891 at 6%.
2008118$1,346,952$163,702$9,095iApproximate average salary by contribution assumption: employee only about $227,364 at 4% or $151,576 at 6%; with 50% employer match about $151,576 at 4% or $101,051 at 6%; with 100% employer match about $113,682 at 4% or $75,788 at 6%.
Wakely Actuarial Services Inc. 401K Plan-18$1,346,952$163,702$9,095iApproximate average salary by contribution assumption: employee only about $227,364 at 4% or $151,576 at 6%; with 50% employer match about $151,576 at 4% or $101,051 at 6%; with 100% employer match about $113,682 at 4% or $75,788 at 6%.
2007120$1,838,245$162,614$8,131iApproximate average salary by contribution assumption: employee only about $203,268 at 4% or $135,512 at 6%; with 50% employer match about $135,512 at 4% or $90,341 at 6%; with 100% employer match about $101,634 at 4% or $67,756 at 6%.
Wakely Actuarial Services Inc. 401K Plan-20$1,838,245$162,614$8,131iApproximate average salary by contribution assumption: employee only about $203,268 at 4% or $135,512 at 6%; with 50% employer match about $135,512 at 4% or $90,341 at 6%; with 100% employer match about $101,634 at 4% or $67,756 at 6%.
2006117$1,792,596$149,732$8,808iApproximate average salary by contribution assumption: employee only about $220,194 at 4% or $146,796 at 6%; with 50% employer match about $146,796 at 4% or $97,864 at 6%; with 100% employer match about $110,097 at 4% or $73,398 at 6%.
Wakely Actuarial Services Inc. 401K Plan-17$1,792,596$149,732$8,808iApproximate average salary by contribution assumption: employee only about $220,194 at 4% or $146,796 at 6%; with 50% employer match about $146,796 at 4% or $97,864 at 6%; with 100% employer match about $110,097 at 4% or $73,398 at 6%.
2005116$1,466,479$102,086$6,380iApproximate average salary by contribution assumption: employee only about $159,509 at 4% or $106,340 at 6%; with 50% employer match about $106,340 at 4% or $70,893 at 6%; with 100% employer match about $79,755 at 4% or $53,170 at 6%.
Wakely Actuarial Services Inc. 401K Plan-16$1,466,479$102,086$6,380iApproximate average salary by contribution assumption: employee only about $159,509 at 4% or $106,340 at 6%; with 50% employer match about $106,340 at 4% or $70,893 at 6%; with 100% employer match about $79,755 at 4% or $53,170 at 6%.
2004113$1,391,016$101,916$7,840iApproximate average salary by contribution assumption: employee only about $195,992 at 4% or $130,662 at 6%; with 50% employer match about $130,662 at 4% or $87,108 at 6%; with 100% employer match about $97,996 at 4% or $65,331 at 6%.
Wakely Actuarial Services Inc. 401K Plan-13$1,391,016$101,916$7,840iApproximate average salary by contribution assumption: employee only about $195,992 at 4% or $130,662 at 6%; with 50% employer match about $130,662 at 4% or $87,108 at 6%; with 100% employer match about $97,996 at 4% or $65,331 at 6%.
2003111$1,155,568$994,133$90,376iApproximate average salary by contribution assumption: employee only about $2,259,393 at 4% or $1,506,262 at 6%; with 50% employer match about $1,506,262 at 4% or $1,004,175 at 6%; with 100% employer match about $1,129,697 at 4% or $753,131 at 6%.
Wakely Actuarial Services Inc. 401K Plan-11$1,155,568$994,133$90,376iApproximate average salary by contribution assumption: employee only about $2,259,393 at 4% or $1,506,262 at 6%; with 50% employer match about $1,506,262 at 4% or $1,004,175 at 6%; with 100% employer match about $1,129,697 at 4% or $753,131 at 6%.