Wealth Advisory Associates LLC
Plan context: Wealth Advisory Associates LLC 401(K) Plan
EIN 38-3770974 • Clearwater, FL • 6 filings • 2 plans
Current Snapshot
Latest Year
2013
2013 Participants
3
2013 Assets
$502,797
2013 Contributions
$897
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2013 | 1 | 0 | $0 | $897 | - |
| Wealth Advisory Associates LLC 401(K) Plan | - | 0 | $0 | $897 | - |
| 2012 | 1 | 3 | $502,797 | $43,294 | $14,431iApproximate average salary by contribution assumption: employee only about $360,783 at 4% or $240,522 at 6%; with 50% employer match about $240,522 at 4% or $160,348 at 6%; with 100% employer match about $180,392 at 4% or $120,261 at 6%. |
| Wealth Advisory Associates LLC 401(K) Plan | - | 3 | $502,797 | $43,294 | $14,431iApproximate average salary by contribution assumption: employee only about $360,783 at 4% or $240,522 at 6%; with 50% employer match about $240,522 at 4% or $160,348 at 6%; with 100% employer match about $180,392 at 4% or $120,261 at 6%. |
| 2011 | 1 | 3 | $446,495 | $55,066 | $18,355iApproximate average salary by contribution assumption: employee only about $458,883 at 4% or $305,922 at 6%; with 50% employer match about $305,922 at 4% or $203,948 at 6%; with 100% employer match about $229,442 at 4% or $152,961 at 6%. |
| Wealth Advisory Associates LLC 401(K) Plan | - | 3 | $446,495 | $55,066 | $18,355iApproximate average salary by contribution assumption: employee only about $458,883 at 4% or $305,922 at 6%; with 50% employer match about $305,922 at 4% or $203,948 at 6%; with 100% employer match about $229,442 at 4% or $152,961 at 6%. |
| 2010 | 1 | 3 | $379,145 | $88,808 | $29,603iApproximate average salary by contribution assumption: employee only about $740,067 at 4% or $493,378 at 6%; with 50% employer match about $493,378 at 4% or $328,919 at 6%; with 100% employer match about $370,033 at 4% or $246,689 at 6%. |
| Wealth Advisory Associates LLC 401(K) Plan | - | 3 | $379,145 | $88,808 | $29,603iApproximate average salary by contribution assumption: employee only about $740,067 at 4% or $493,378 at 6%; with 50% employer match about $493,378 at 4% or $328,919 at 6%; with 100% employer match about $370,033 at 4% or $246,689 at 6%. |
| 2009 | 1 | 3 | $288,032 | $197,927 | $65,976iApproximate average salary by contribution assumption: employee only about $1,649,392 at 4% or $1,099,594 at 6%; with 50% employer match about $1,099,594 at 4% or $733,063 at 6%; with 100% employer match about $824,696 at 4% or $549,797 at 6%. |
| Wealth Advisory Associates LLC 401(K) Plan | - | 3 | $288,032 | $197,927 | $65,976iApproximate average salary by contribution assumption: employee only about $1,649,392 at 4% or $1,099,594 at 6%; with 50% employer match about $1,099,594 at 4% or $733,063 at 6%; with 100% employer match about $824,696 at 4% or $549,797 at 6%. |
| 2008 | 1 | 2 | $35,568 | $35,568 | $17,784iApproximate average salary by contribution assumption: employee only about $444,600 at 4% or $296,400 at 6%; with 50% employer match about $296,400 at 4% or $197,600 at 6%; with 100% employer match about $222,300 at 4% or $148,200 at 6%. |
| Wealth Advisory Associates LLC 401(K) Plan | - | 2 | $35,568 | $35,568 | $17,784iApproximate average salary by contribution assumption: employee only about $444,600 at 4% or $296,400 at 6%; with 50% employer match about $296,400 at 4% or $197,600 at 6%; with 100% employer match about $222,300 at 4% or $148,200 at 6%. |