Civic Intelligence

Wade Financial Group Inc

Plan context: Wade Financial Group Inc 401(K) Profit Sharing Plan & Trust

EIN 41-1768777 • Minneapolis, MN • 13 filings • 3 plans

5500 Wayzata Boulevard, Suite 190Minneapolis, MN 55416-3589
Current Snapshot

Latest Year

2016

2016 Participants

19

2016 Assets

$641,894

2016 Contributions

$948

Historical Graphs

Total Assets Over Time

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

$641,894$320,947$0200220102015YearValue
$641,894Latest year 2015

Participants Over Time

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

19100200220102015YearValue
19Latest 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
201610$0$948-
Wade Financial Group Inc 401(K) Profit Sharing Plan & Trust-0-$948-
2015119$641,894$124,250$6,539iApproximate average salary by contribution assumption: employee only about $163,487 at 4% or $108,991 at 6%; with 50% employer match about $108,991 at 4% or $72,661 at 6%; with 100% employer match about $81,743 at 4% or $54,496 at 6%.
Wade Financial Group Inc 401(K) Profit Sharing Plan & Trust-19$641,894$124,250$6,539iApproximate average salary by contribution assumption: employee only about $163,487 at 4% or $108,991 at 6%; with 50% employer match about $108,991 at 4% or $72,661 at 6%; with 100% employer match about $81,743 at 4% or $54,496 at 6%.
2014110$536,170$121,436$12,144iApproximate average salary by contribution assumption: employee only about $303,590 at 4% or $202,393 at 6%; with 50% employer match about $202,393 at 4% or $134,929 at 6%; with 100% employer match about $151,795 at 4% or $101,197 at 6%.
Wade Financial Group Inc 401(K) Profit Sharing Plan & Trust-10$536,170$121,436$12,144iApproximate average salary by contribution assumption: employee only about $303,590 at 4% or $202,393 at 6%; with 50% employer match about $202,393 at 4% or $134,929 at 6%; with 100% employer match about $151,795 at 4% or $101,197 at 6%.
201317$498,907$44,952$6,422iApproximate average salary by contribution assumption: employee only about $160,543 at 4% or $107,029 at 6%; with 50% employer match about $107,029 at 4% or $71,352 at 6%; with 100% employer match about $80,271 at 4% or $53,514 at 6%.
Wade Financial Group Inc 401(K) Profit Sharing Plan & Trust-7$498,907$44,952$6,422iApproximate average salary by contribution assumption: employee only about $160,543 at 4% or $107,029 at 6%; with 50% employer match about $107,029 at 4% or $71,352 at 6%; with 100% employer match about $80,271 at 4% or $53,514 at 6%.
2012112$629,336$91,115$7,593iApproximate average salary by contribution assumption: employee only about $189,823 at 4% or $126,549 at 6%; with 50% employer match about $126,549 at 4% or $84,366 at 6%; with 100% employer match about $94,911 at 4% or $63,274 at 6%.
Wade Financial Group Inc 401(K) Profit Sharing Plan & Trust-12$629,336$91,115$7,593iApproximate average salary by contribution assumption: employee only about $189,823 at 4% or $126,549 at 6%; with 50% employer match about $126,549 at 4% or $84,366 at 6%; with 100% employer match about $94,911 at 4% or $63,274 at 6%.
2011113$538,903$79,662$6,128iApproximate average salary by contribution assumption: employee only about $153,196 at 4% or $102,131 at 6%; with 50% employer match about $102,131 at 4% or $68,087 at 6%; with 100% employer match about $76,598 at 4% or $51,065 at 6%.
Wade Financial Group Inc 401(K) Profit Sharing Plan & Trust-13$538,903$79,662$6,128iApproximate average salary by contribution assumption: employee only about $153,196 at 4% or $102,131 at 6%; with 50% employer match about $102,131 at 4% or $68,087 at 6%; with 100% employer match about $76,598 at 4% or $51,065 at 6%.
2010112$512,581$57,796$4,816iApproximate average salary by contribution assumption: employee only about $120,408 at 4% or $80,272 at 6%; with 50% employer match about $80,272 at 4% or $53,515 at 6%; with 100% employer match about $60,204 at 4% or $40,136 at 6%.
Wade Financial Group Inc 401(K) Profit Sharing Plan & Trust-12$512,581$57,796$4,816iApproximate average salary by contribution assumption: employee only about $120,408 at 4% or $80,272 at 6%; with 50% employer match about $80,272 at 4% or $53,515 at 6%; with 100% employer match about $60,204 at 4% or $40,136 at 6%.
2009110$420,418$101,613$10,161iApproximate average salary by contribution assumption: employee only about $254,032 at 4% or $169,355 at 6%; with 50% employer match about $169,355 at 4% or $112,903 at 6%; with 100% employer match about $127,016 at 4% or $84,678 at 6%.
Wade Financial Group Inc 401(K) Profit Sharing Plan & Trust-10$420,418$101,613$10,161iApproximate average salary by contribution assumption: employee only about $254,032 at 4% or $169,355 at 6%; with 50% employer match about $169,355 at 4% or $112,903 at 6%; with 100% employer match about $127,016 at 4% or $84,678 at 6%.
2007111$484,705$65,143$5,922iApproximate average salary by contribution assumption: employee only about $148,052 at 4% or $98,702 at 6%; with 50% employer match about $98,702 at 4% or $65,801 at 6%; with 100% employer match about $74,026 at 4% or $49,351 at 6%.
Wade Financial Group Inc 401(K) Profit Sharing Plan & Trust-11$484,705$65,143$5,922iApproximate average salary by contribution assumption: employee only about $148,052 at 4% or $98,702 at 6%; with 50% employer match about $98,702 at 4% or $65,801 at 6%; with 100% employer match about $74,026 at 4% or $49,351 at 6%.
200619$430,585$71,604$7,956iApproximate average salary by contribution assumption: employee only about $198,900 at 4% or $132,600 at 6%; with 50% employer match about $132,600 at 4% or $88,400 at 6%; with 100% employer match about $99,450 at 4% or $66,300 at 6%.
Wade Financial Group Inc 401(K) Profit Sharing Plan & Trust-9$430,585$71,604$7,956iApproximate average salary by contribution assumption: employee only about $198,900 at 4% or $132,600 at 6%; with 50% employer match about $132,600 at 4% or $88,400 at 6%; with 100% employer match about $99,450 at 4% or $66,300 at 6%.
200518$358,190$122,651$15,331iApproximate average salary by contribution assumption: employee only about $383,284 at 4% or $255,523 at 6%; with 50% employer match about $255,523 at 4% or $170,349 at 6%; with 100% employer match about $191,642 at 4% or $127,761 at 6%.
Wade Financial Group Inc 401(K) Profit Sharing Plan & Trust-8$358,190$122,651$15,331iApproximate average salary by contribution assumption: employee only about $383,284 at 4% or $255,523 at 6%; with 50% employer match about $255,523 at 4% or $170,349 at 6%; with 100% employer match about $191,642 at 4% or $127,761 at 6%.
200315$143,769$72,109$14,422iApproximate average salary by contribution assumption: employee only about $360,545 at 4% or $240,363 at 6%; with 50% employer match about $240,363 at 4% or $160,242 at 6%; with 100% employer match about $180,273 at 4% or $120,182 at 6%.
Wade Financial Group Inc 401(K) Profit Sharing Plan & Trust-5$143,769$72,109$14,422iApproximate average salary by contribution assumption: employee only about $360,545 at 4% or $240,363 at 6%; with 50% employer match about $240,363 at 4% or $160,242 at 6%; with 100% employer match about $180,273 at 4% or $120,182 at 6%.
200215$41,318$47,737$9,547iApproximate average salary by contribution assumption: employee only about $238,685 at 4% or $159,123 at 6%; with 50% employer match about $159,123 at 4% or $106,082 at 6%; with 100% employer match about $119,343 at 4% or $79,562 at 6%.
Wade Financial Group Inc 401(K) Profit Sharing Plan & Trust-5$41,318$47,737$9,547iApproximate average salary by contribution assumption: employee only about $238,685 at 4% or $159,123 at 6%; with 50% employer match about $159,123 at 4% or $106,082 at 6%; with 100% employer match about $119,343 at 4% or $79,562 at 6%.