Civic Intelligence

Wiser Acquisitions Inc. DBA Wiser Financial Group

Plan context: The Wiser Financial Group 401(K) Profit Sharing Plan

EIN 38-2094871 • Kalamazoo, MI • 25 filings • 5 plans

6100 Stadium DriveKalamazoo, MI 49009-2008
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$9,054,865

2024 Contributions

$364,137

Historical Graphs

Total Assets Over Time

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

$9,054,865$4,527,433$0200320142024YearValue
$9,054,865Latest year 2024

Participants Over Time

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

19100200220132024YearValue
14Latest 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
2024114$9,054,865$364,137$26,010iApproximate average salary by contribution assumption: employee only about $650,245 at 4% or $433,496 at 6%; with 50% employer match about $433,496 at 4% or $288,998 at 6%; with 100% employer match about $325,122 at 4% or $216,748 at 6%.
The Wiser Financial Group 401(K) Profit Sharing Plan-14$9,054,865$364,137$26,010iApproximate average salary by contribution assumption: employee only about $650,245 at 4% or $433,496 at 6%; with 50% employer match about $433,496 at 4% or $288,998 at 6%; with 100% employer match about $325,122 at 4% or $216,748 at 6%.
2023112$7,565,401$420,632$35,053iApproximate average salary by contribution assumption: employee only about $876,317 at 4% or $584,211 at 6%; with 50% employer match about $584,211 at 4% or $389,474 at 6%; with 100% employer match about $438,158 at 4% or $292,106 at 6%.
The Wiser Financial Group 401(K) Profit Sharing Plan-12$7,565,401$420,632$35,053iApproximate average salary by contribution assumption: employee only about $876,317 at 4% or $584,211 at 6%; with 50% employer match about $584,211 at 4% or $389,474 at 6%; with 100% employer match about $438,158 at 4% or $292,106 at 6%.
2022116$6,154,713$392,415$24,526iApproximate average salary by contribution assumption: employee only about $613,148 at 4% or $408,766 at 6%; with 50% employer match about $408,766 at 4% or $272,510 at 6%; with 100% employer match about $306,574 at 4% or $204,383 at 6%.
The Wiser Financial Group 401(K) Profit Sharing Plan-16$6,154,713$392,415$24,526iApproximate average salary by contribution assumption: employee only about $613,148 at 4% or $408,766 at 6%; with 50% employer match about $408,766 at 4% or $272,510 at 6%; with 100% employer match about $306,574 at 4% or $204,383 at 6%.
2021116$8,742,317$502,614$31,413iApproximate average salary by contribution assumption: employee only about $785,334 at 4% or $523,556 at 6%; with 50% employer match about $523,556 at 4% or $349,038 at 6%; with 100% employer match about $392,667 at 4% or $261,778 at 6%.
The Wiser Financial Group 401(K) Profit Sharing Plan-16$8,742,317$502,614$31,413iApproximate average salary by contribution assumption: employee only about $785,334 at 4% or $523,556 at 6%; with 50% employer match about $523,556 at 4% or $349,038 at 6%; with 100% employer match about $392,667 at 4% or $261,778 at 6%.
2020117$7,661,591$335,100$19,712iApproximate average salary by contribution assumption: employee only about $492,794 at 4% or $328,529 at 6%; with 50% employer match about $328,529 at 4% or $219,020 at 6%; with 100% employer match about $246,397 at 4% or $164,265 at 6%.
The Wiser Financial Group 401(K) Profit Sharing Plan-17$7,661,591$335,100$19,712iApproximate average salary by contribution assumption: employee only about $492,794 at 4% or $328,529 at 6%; with 50% employer match about $328,529 at 4% or $219,020 at 6%; with 100% employer match about $246,397 at 4% or $164,265 at 6%.
2019117$6,299,313$350,009$20,589iApproximate average salary by contribution assumption: employee only about $514,719 at 4% or $343,146 at 6%; with 50% employer match about $343,146 at 4% or $228,764 at 6%; with 100% employer match about $257,360 at 4% or $171,573 at 6%.
The Wiser Financial Group 401(K) Profit Sharing Plan-17$6,299,313$350,009$20,589iApproximate average salary by contribution assumption: employee only about $514,719 at 4% or $343,146 at 6%; with 50% employer match about $343,146 at 4% or $228,764 at 6%; with 100% employer match about $257,360 at 4% or $171,573 at 6%.
2018116$4,795,611$320,356$20,022iApproximate average salary by contribution assumption: employee only about $500,556 at 4% or $333,704 at 6%; with 50% employer match about $333,704 at 4% or $222,469 at 6%; with 100% employer match about $250,278 at 4% or $166,852 at 6%.
The Wiser Financial Group 401(K) Profit Sharing Plan-16$4,795,611$320,356$20,022iApproximate average salary by contribution assumption: employee only about $500,556 at 4% or $333,704 at 6%; with 50% employer match about $333,704 at 4% or $222,469 at 6%; with 100% employer match about $250,278 at 4% or $166,852 at 6%.
2017117$4,834,221$210,764$12,398iApproximate average salary by contribution assumption: employee only about $309,947 at 4% or $206,631 at 6%; with 50% employer match about $206,631 at 4% or $137,754 at 6%; with 100% employer match about $154,974 at 4% or $103,316 at 6%.
The Wiser Financial Group 401(K) Profit Sharing Plan-17$4,834,221$210,764$12,398iApproximate average salary by contribution assumption: employee only about $309,947 at 4% or $206,631 at 6%; with 50% employer match about $206,631 at 4% or $137,754 at 6%; with 100% employer match about $154,974 at 4% or $103,316 at 6%.
2016118$3,922,866$321,729$17,874iApproximate average salary by contribution assumption: employee only about $446,846 at 4% or $297,897 at 6%; with 50% employer match about $297,897 at 4% or $198,598 at 6%; with 100% employer match about $223,423 at 4% or $148,949 at 6%.
The Wiser Financial Group 401(K) Profit Sharing Plan-18$3,922,866$321,729$17,874iApproximate average salary by contribution assumption: employee only about $446,846 at 4% or $297,897 at 6%; with 50% employer match about $297,897 at 4% or $198,598 at 6%; with 100% employer match about $223,423 at 4% or $148,949 at 6%.
2015118$3,583,175$315,532$17,530iApproximate average salary by contribution assumption: employee only about $438,239 at 4% or $292,159 at 6%; with 50% employer match about $292,159 at 4% or $194,773 at 6%; with 100% employer match about $219,119 at 4% or $146,080 at 6%.
The Wiser Financial Group 401(K) Profit Sharing Plan-18$3,583,175$315,532$17,530iApproximate average salary by contribution assumption: employee only about $438,239 at 4% or $292,159 at 6%; with 50% employer match about $292,159 at 4% or $194,773 at 6%; with 100% employer match about $219,119 at 4% or $146,080 at 6%.
2014116$3,421,816$278,395$17,400iApproximate average salary by contribution assumption: employee only about $434,992 at 4% or $289,995 at 6%; with 50% employer match about $289,995 at 4% or $193,330 at 6%; with 100% employer match about $217,496 at 4% or $144,997 at 6%.
The Wiser Financial Group 401(K) Profit Sharing Plan-16$3,421,816$278,395$17,400iApproximate average salary by contribution assumption: employee only about $434,992 at 4% or $289,995 at 6%; with 50% employer match about $289,995 at 4% or $193,330 at 6%; with 100% employer match about $217,496 at 4% or $144,997 at 6%.
2013119$3,116,973$178,721$9,406iApproximate average salary by contribution assumption: employee only about $235,159 at 4% or $156,773 at 6%; with 50% employer match about $156,773 at 4% or $104,515 at 6%; with 100% employer match about $117,580 at 4% or $78,386 at 6%.
The Wiser Financial Group 401(K) Profit Sharing Plan-19$3,116,973$178,721$9,406iApproximate average salary by contribution assumption: employee only about $235,159 at 4% or $156,773 at 6%; with 50% employer match about $156,773 at 4% or $104,515 at 6%; with 100% employer match about $117,580 at 4% or $78,386 at 6%.
2012118$2,409,494$141,478$7,860iApproximate average salary by contribution assumption: employee only about $196,497 at 4% or $130,998 at 6%; with 50% employer match about $130,998 at 4% or $87,332 at 6%; with 100% employer match about $98,249 at 4% or $65,499 at 6%.
The Wiser Financial Group 401(K) Profit Sharing Plan-18$2,409,494$141,478$7,860iApproximate average salary by contribution assumption: employee only about $196,497 at 4% or $130,998 at 6%; with 50% employer match about $130,998 at 4% or $87,332 at 6%; with 100% employer match about $98,249 at 4% or $65,499 at 6%.
2011118$1,983,671$141,985$7,888iApproximate average salary by contribution assumption: employee only about $197,201 at 4% or $131,468 at 6%; with 50% employer match about $131,468 at 4% or $87,645 at 6%; with 100% employer match about $98,601 at 4% or $65,734 at 6%.
The Wiser Financial Group 401(K) Profit Sharing Plan-18$1,983,671$141,985$7,888iApproximate average salary by contribution assumption: employee only about $197,201 at 4% or $131,468 at 6%; with 50% employer match about $131,468 at 4% or $87,645 at 6%; with 100% employer match about $98,601 at 4% or $65,734 at 6%.
2010118$2,268,911$117,091$6,505iApproximate average salary by contribution assumption: employee only about $162,626 at 4% or $108,418 at 6%; with 50% employer match about $108,418 at 4% or $72,278 at 6%; with 100% employer match about $81,313 at 4% or $54,209 at 6%.
The Wiser Financial Group 401(K) Profit Sharing Plan-18$2,268,911$117,091$6,505iApproximate average salary by contribution assumption: employee only about $162,626 at 4% or $108,418 at 6%; with 50% employer match about $108,418 at 4% or $72,278 at 6%; with 100% employer match about $81,313 at 4% or $54,209 at 6%.
2009118$1,913,570$205,769$11,432iApproximate average salary by contribution assumption: employee only about $285,790 at 4% or $190,527 at 6%; with 50% employer match about $190,527 at 4% or $127,018 at 6%; with 100% employer match about $142,895 at 4% or $95,263 at 6%.
The Wiser Financial Group 401(K) Profit Sharing Plan-18$1,913,570$205,769$11,432iApproximate average salary by contribution assumption: employee only about $285,790 at 4% or $190,527 at 6%; with 50% employer match about $190,527 at 4% or $127,018 at 6%; with 100% employer match about $142,895 at 4% or $95,263 at 6%.
2008115$1,338,794$207,152$13,810iApproximate average salary by contribution assumption: employee only about $345,253 at 4% or $230,169 at 6%; with 50% employer match about $230,169 at 4% or $153,446 at 6%; with 100% employer match about $172,627 at 4% or $115,084 at 6%.
The Wiser Financial Group 401(K) Profit Sharing Plan-15$1,338,794$207,152$13,810iApproximate average salary by contribution assumption: employee only about $345,253 at 4% or $230,169 at 6%; with 50% employer match about $230,169 at 4% or $153,446 at 6%; with 100% employer match about $172,627 at 4% or $115,084 at 6%.
2007115$1,871,187$154,260$10,284iApproximate average salary by contribution assumption: employee only about $257,100 at 4% or $171,400 at 6%; with 50% employer match about $171,400 at 4% or $114,267 at 6%; with 100% employer match about $128,550 at 4% or $85,700 at 6%.
The Wiser Financial Group 401(K) Profit Sharing Plan-15$1,871,187$154,260$10,284iApproximate average salary by contribution assumption: employee only about $257,100 at 4% or $171,400 at 6%; with 50% employer match about $171,400 at 4% or $114,267 at 6%; with 100% employer match about $128,550 at 4% or $85,700 at 6%.
2006115$1,530,001$189,124$12,608iApproximate average salary by contribution assumption: employee only about $315,207 at 4% or $210,138 at 6%; with 50% employer match about $210,138 at 4% or $140,092 at 6%; with 100% employer match about $157,603 at 4% or $105,069 at 6%.
The Wiser Financial Group 401(K) Profit Sharing Plan-15$1,530,001$189,124$12,608iApproximate average salary by contribution assumption: employee only about $315,207 at 4% or $210,138 at 6%; with 50% employer match about $210,138 at 4% or $140,092 at 6%; with 100% employer match about $157,603 at 4% or $105,069 at 6%.
2005216$3,516,528$143,859$8,991iApproximate average salary by contribution assumption: employee only about $224,780 at 4% or $149,853 at 6%; with 50% employer match about $149,853 at 4% or $99,902 at 6%; with 100% employer match about $112,390 at 4% or $74,927 at 6%.
RONALD B. WISER & ASSOCIATES DEFINED BENEFIT PLAN-14$2,380,947--
The Wiser Financial Group 401(K) Profit Sharing Plan-16$1,135,581$143,859$8,991iApproximate average salary by contribution assumption: employee only about $224,780 at 4% or $149,853 at 6%; with 50% employer match about $149,853 at 4% or $99,902 at 6%; with 100% employer match about $112,390 at 4% or $74,927 at 6%.
2004216$3,023,044$325,586$20,349iApproximate average salary by contribution assumption: employee only about $508,728 at 4% or $339,152 at 6%; with 50% employer match about $339,152 at 4% or $226,101 at 6%; with 100% employer match about $254,364 at 4% or $169,576 at 6%.
RONALD B. WISER & ASSOCIATES DEFINED BENEFIT PLAN-16$2,134,761$187,450$11,716iApproximate average salary by contribution assumption: employee only about $292,891 at 4% or $195,260 at 6%; with 50% employer match about $195,260 at 4% or $130,174 at 6%; with 100% employer match about $146,445 at 4% or $97,630 at 6%.
The Wiser Financial Group 401(K) Profit Sharing Plan-16$888,283$138,136$8,634iApproximate average salary by contribution assumption: employee only about $215,838 at 4% or $143,892 at 6%; with 50% employer match about $143,892 at 4% or $95,928 at 6%; with 100% employer match about $107,919 at 4% or $71,946 at 6%.
2003116$669,399$124,881$7,805iApproximate average salary by contribution assumption: employee only about $195,127 at 4% or $130,084 at 6%; with 50% employer match about $130,084 at 4% or $86,723 at 6%; with 100% employer match about $97,563 at 4% or $65,042 at 6%.
The Wiser Financial Group 401(K) Profit Sharing Plan-16$669,399$124,881$7,805iApproximate average salary by contribution assumption: employee only about $195,127 at 4% or $130,084 at 6%; with 50% employer match about $130,084 at 4% or $86,723 at 6%; with 100% employer match about $97,563 at 4% or $65,042 at 6%.
2002116$0$0-
The Wiser Financial Group 401(K) Profit Sharing Plan-16---