Civic Intelligence

Wakely Associates Inc.

Plan context: Wakely Associates Inc. Profit Sharing Plan & Trust

EIN 38-2232876 • Warren, MI • 24 filings • 2 plans

30500 Van Dyke Avenue, Suite 209Warren, MI 48093
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$1,657,701

2024 Contributions

$140,931

Historical Graphs

Total Assets Over Time

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

$1,822,403$911,202$0199920102024YearValue
$1,657,701Latest year 2024

Participants Over Time

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

1260199920102024YearValue
11Latest 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
2024111$1,657,701$140,931$12,812iApproximate average salary by contribution assumption: employee only about $320,298 at 4% or $213,532 at 6%; with 50% employer match about $213,532 at 4% or $142,355 at 6%; with 100% employer match about $160,149 at 4% or $106,766 at 6%.
Wakely Associates Inc. Profit Sharing Plan & Trust-11$1,657,701$140,931$12,812iApproximate average salary by contribution assumption: employee only about $320,298 at 4% or $213,532 at 6%; with 50% employer match about $213,532 at 4% or $142,355 at 6%; with 100% employer match about $160,149 at 4% or $106,766 at 6%.
2023110$1,822,403$139,267$13,927iApproximate average salary by contribution assumption: employee only about $348,168 at 4% or $232,112 at 6%; with 50% employer match about $232,112 at 4% or $154,741 at 6%; with 100% employer match about $174,084 at 4% or $116,056 at 6%.
Wakely Associates Inc. Profit Sharing Plan & Trust-10$1,822,403$139,267$13,927iApproximate average salary by contribution assumption: employee only about $348,168 at 4% or $232,112 at 6%; with 50% employer match about $232,112 at 4% or $154,741 at 6%; with 100% employer match about $174,084 at 4% or $116,056 at 6%.
2022111$1,590,676$139,134$12,649iApproximate average salary by contribution assumption: employee only about $316,214 at 4% or $210,809 at 6%; with 50% employer match about $210,809 at 4% or $140,539 at 6%; with 100% employer match about $158,107 at 4% or $105,405 at 6%.
Wakely Associates Inc. Profit Sharing Plan & Trust-11$1,590,676$139,134$12,649iApproximate average salary by contribution assumption: employee only about $316,214 at 4% or $210,809 at 6%; with 50% employer match about $210,809 at 4% or $140,539 at 6%; with 100% employer match about $158,107 at 4% or $105,405 at 6%.
2021111$1,653,057$124,616$11,329iApproximate average salary by contribution assumption: employee only about $283,218 at 4% or $188,812 at 6%; with 50% employer match about $188,812 at 4% or $125,875 at 6%; with 100% employer match about $141,609 at 4% or $94,406 at 6%.
Wakely Associates Inc. Profit Sharing Plan & Trust-11$1,653,057$124,616$11,329iApproximate average salary by contribution assumption: employee only about $283,218 at 4% or $188,812 at 6%; with 50% employer match about $188,812 at 4% or $125,875 at 6%; with 100% employer match about $141,609 at 4% or $94,406 at 6%.
2020112$1,458,652$315,063$26,255iApproximate average salary by contribution assumption: employee only about $656,381 at 4% or $437,588 at 6%; with 50% employer match about $437,588 at 4% or $291,725 at 6%; with 100% employer match about $328,191 at 4% or $218,794 at 6%.
Wakely Associates Inc. Profit Sharing Plan & Trust-12$1,458,652$315,063$26,255iApproximate average salary by contribution assumption: employee only about $656,381 at 4% or $437,588 at 6%; with 50% employer match about $437,588 at 4% or $291,725 at 6%; with 100% employer match about $328,191 at 4% or $218,794 at 6%.
2019112$1,051,283$189,616$15,801iApproximate average salary by contribution assumption: employee only about $395,033 at 4% or $263,356 at 6%; with 50% employer match about $263,356 at 4% or $175,570 at 6%; with 100% employer match about $197,517 at 4% or $131,678 at 6%.
Wakely Associates Inc. Profit Sharing Plan & Trust-12$1,051,283$189,616$15,801iApproximate average salary by contribution assumption: employee only about $395,033 at 4% or $263,356 at 6%; with 50% employer match about $263,356 at 4% or $175,570 at 6%; with 100% employer match about $197,517 at 4% or $131,678 at 6%.
2018112$782,580$324,689$27,057iApproximate average salary by contribution assumption: employee only about $676,435 at 4% or $450,957 at 6%; with 50% employer match about $450,957 at 4% or $300,638 at 6%; with 100% employer match about $338,218 at 4% or $225,478 at 6%.
Wakely Associates Inc. Profit Sharing Plan & Trust-12$782,580$324,689$27,057iApproximate average salary by contribution assumption: employee only about $676,435 at 4% or $450,957 at 6%; with 50% employer match about $450,957 at 4% or $300,638 at 6%; with 100% employer match about $338,218 at 4% or $225,478 at 6%.
2017111$487,693$237,575$21,598iApproximate average salary by contribution assumption: employee only about $539,943 at 4% or $359,962 at 6%; with 50% employer match about $359,962 at 4% or $239,975 at 6%; with 100% employer match about $269,972 at 4% or $179,981 at 6%.
Wakely Associates Inc. Profit Sharing Plan & Trust-11$487,693$237,575$21,598iApproximate average salary by contribution assumption: employee only about $539,943 at 4% or $359,962 at 6%; with 50% employer match about $359,962 at 4% or $239,975 at 6%; with 100% employer match about $269,972 at 4% or $179,981 at 6%.
2016110$226,166$145,753$14,575iApproximate average salary by contribution assumption: employee only about $364,383 at 4% or $242,922 at 6%; with 50% employer match about $242,922 at 4% or $161,948 at 6%; with 100% employer match about $182,191 at 4% or $121,461 at 6%.
Wakely Associates Inc. Profit Sharing Plan & Trust-10$226,166$145,753$14,575iApproximate average salary by contribution assumption: employee only about $364,383 at 4% or $242,922 at 6%; with 50% employer match about $242,922 at 4% or $161,948 at 6%; with 100% employer match about $182,191 at 4% or $121,461 at 6%.
201515$73,869$74,854$14,971iApproximate average salary by contribution assumption: employee only about $374,270 at 4% or $249,513 at 6%; with 50% employer match about $249,513 at 4% or $166,342 at 6%; with 100% employer match about $187,135 at 4% or $124,757 at 6%.
Wakely Associates Inc. Profit Sharing Plan & Trust-5$73,869$74,854$14,971iApproximate average salary by contribution assumption: employee only about $374,270 at 4% or $249,513 at 6%; with 50% employer match about $249,513 at 4% or $166,342 at 6%; with 100% employer match about $187,135 at 4% or $124,757 at 6%.
201210$0$0-
Wakely Associates Inc. Profit Sharing Plan & Trust-0$0--
2011111$1,151,871$38,000$3,455iApproximate average salary by contribution assumption: employee only about $86,364 at 4% or $57,576 at 6%; with 50% employer match about $57,576 at 4% or $38,384 at 6%; with 100% employer match about $43,182 at 4% or $28,788 at 6%.
Wakely Associates Inc. Profit Sharing Plan & Trust-11$1,151,871$38,000$3,455iApproximate average salary by contribution assumption: employee only about $86,364 at 4% or $57,576 at 6%; with 50% employer match about $57,576 at 4% or $38,384 at 6%; with 100% employer match about $43,182 at 4% or $28,788 at 6%.
2010111$1,133,731$70,000$6,364iApproximate average salary by contribution assumption: employee only about $159,091 at 4% or $106,061 at 6%; with 50% employer match about $106,061 at 4% or $70,707 at 6%; with 100% employer match about $79,545 at 4% or $53,030 at 6%.
Wakely Associates Inc. Profit Sharing Plan & Trust-11$1,133,731$70,000$6,364iApproximate average salary by contribution assumption: employee only about $159,091 at 4% or $106,061 at 6%; with 50% employer match about $106,061 at 4% or $70,707 at 6%; with 100% employer match about $79,545 at 4% or $53,030 at 6%.
2009112$957,891$66,307$5,526iApproximate average salary by contribution assumption: employee only about $138,140 at 4% or $92,093 at 6%; with 50% employer match about $92,093 at 4% or $61,395 at 6%; with 100% employer match about $69,070 at 4% or $46,047 at 6%.
Wakely Associates Inc. Profit Sharing Plan & Trust-12$957,891$66,307$5,526iApproximate average salary by contribution assumption: employee only about $138,140 at 4% or $92,093 at 6%; with 50% employer match about $92,093 at 4% or $61,395 at 6%; with 100% employer match about $69,070 at 4% or $46,047 at 6%.
2008110$716,305$70,000$7,000iApproximate average salary by contribution assumption: employee only about $175,000 at 4% or $116,667 at 6%; with 50% employer match about $116,667 at 4% or $77,778 at 6%; with 100% employer match about $87,500 at 4% or $58,333 at 6%.
Wakely Associates Inc. Profit Sharing Plan & Trust-10$716,305$70,000$7,000iApproximate average salary by contribution assumption: employee only about $175,000 at 4% or $116,667 at 6%; with 50% employer match about $116,667 at 4% or $77,778 at 6%; with 100% employer match about $87,500 at 4% or $58,333 at 6%.
200719$917,408$70,000$7,778iApproximate average salary by contribution assumption: employee only about $194,444 at 4% or $129,630 at 6%; with 50% employer match about $129,630 at 4% or $86,420 at 6%; with 100% employer match about $97,222 at 4% or $64,815 at 6%.
Wakely Associates Inc. Profit Sharing Plan & Trust-9$917,408$70,000$7,778iApproximate average salary by contribution assumption: employee only about $194,444 at 4% or $129,630 at 6%; with 50% employer match about $129,630 at 4% or $86,420 at 6%; with 100% employer match about $97,222 at 4% or $64,815 at 6%.
200617$798,694$80,000$11,429iApproximate average salary by contribution assumption: employee only about $285,714 at 4% or $190,476 at 6%; with 50% employer match about $190,476 at 4% or $126,984 at 6%; with 100% employer match about $142,857 at 4% or $95,238 at 6%.
Wakely Associates Inc. Profit Sharing Plan & Trust-7$798,694$80,000$11,429iApproximate average salary by contribution assumption: employee only about $285,714 at 4% or $190,476 at 6%; with 50% employer match about $190,476 at 4% or $126,984 at 6%; with 100% employer match about $142,857 at 4% or $95,238 at 6%.
200515$716,380$65,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.
Wakely Associates Inc. Profit Sharing Plan & Trust-5$716,380$65,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.
200417$606,113$62,000$8,857iApproximate average salary by contribution assumption: employee only about $221,429 at 4% or $147,619 at 6%; with 50% employer match about $147,619 at 4% or $98,413 at 6%; with 100% employer match about $110,714 at 4% or $73,810 at 6%.
Wakely Associates Inc. Profit Sharing Plan & Trust-7$606,113$62,000$8,857iApproximate average salary by contribution assumption: employee only about $221,429 at 4% or $147,619 at 6%; with 50% employer match about $147,619 at 4% or $98,413 at 6%; with 100% employer match about $110,714 at 4% or $73,810 at 6%.
200317$480,285$29,000$4,143iApproximate average salary by contribution assumption: employee only about $103,571 at 4% or $69,048 at 6%; with 50% employer match about $69,048 at 4% or $46,032 at 6%; with 100% employer match about $51,786 at 4% or $34,524 at 6%.
Wakely Associates Inc. Profit Sharing Plan & Trust-7$480,285$29,000$4,143iApproximate average salary by contribution assumption: employee only about $103,571 at 4% or $69,048 at 6%; with 50% employer match about $69,048 at 4% or $46,032 at 6%; with 100% employer match about $51,786 at 4% or $34,524 at 6%.
200218$376,730$57,000$7,125iApproximate average salary by contribution assumption: employee only about $178,125 at 4% or $118,750 at 6%; with 50% employer match about $118,750 at 4% or $79,167 at 6%; with 100% employer match about $89,063 at 4% or $59,375 at 6%.
Wakely Associates Inc. Profit Sharing Plan & Trust-8$376,730$57,000$7,125iApproximate average salary by contribution assumption: employee only about $178,125 at 4% or $118,750 at 6%; with 50% employer match about $118,750 at 4% or $79,167 at 6%; with 100% employer match about $89,063 at 4% or $59,375 at 6%.
200118$342,369$62,093$7,762iApproximate average salary by contribution assumption: employee only about $194,041 at 4% or $129,360 at 6%; with 50% employer match about $129,360 at 4% or $86,240 at 6%; with 100% employer match about $97,020 at 4% or $64,680 at 6%.
Wakely Associates Inc. Profit Sharing Plan & Trust-8$342,369$62,093$7,762iApproximate average salary by contribution assumption: employee only about $194,041 at 4% or $129,360 at 6%; with 50% employer match about $129,360 at 4% or $86,240 at 6%; with 100% employer match about $97,020 at 4% or $64,680 at 6%.
200016$280,403$57,067$9,511iApproximate average salary by contribution assumption: employee only about $237,779 at 4% or $158,519 at 6%; with 50% employer match about $158,519 at 4% or $105,680 at 6%; with 100% employer match about $118,890 at 4% or $79,260 at 6%.
Wakely Associates Inc. Profit Sharing Plan & Trust-6$280,403$57,067$9,511iApproximate average salary by contribution assumption: employee only about $237,779 at 4% or $158,519 at 6%; with 50% employer match about $158,519 at 4% or $105,680 at 6%; with 100% employer match about $118,890 at 4% or $79,260 at 6%.
199915$216,918$47,515$9,503iApproximate average salary by contribution assumption: employee only about $237,575 at 4% or $158,383 at 6%; with 50% employer match about $158,383 at 4% or $105,589 at 6%; with 100% employer match about $118,788 at 4% or $79,192 at 6%.
Wakely Associates Inc. Profit Sharing Plan & Trust-5$216,918$47,515$9,503iApproximate average salary by contribution assumption: employee only about $237,575 at 4% or $158,383 at 6%; with 50% employer match about $158,383 at 4% or $105,589 at 6%; with 100% employer match about $118,788 at 4% or $79,192 at 6%.