Civic Intelligence

Wealth Protection Strategies LLC

Plan context: Wealth Protection Strategies Profit Sharing Plan

EIN 45-2643304 • New Hope, PA • 11 filings • 1 plans

290 Union Square DriveNew Hope, PA 18938
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$1,389,464

2024 Contributions

$110,660

Historical Graphs

Total Assets Over Time

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

$1,389,464$694,732$0201420192024YearValue
$1,389,464Latest year 2024

Participants Over Time

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

740201420192024YearValue
7Latest 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
202417$1,389,464$110,660$15,809iApproximate average salary by contribution assumption: employee only about $395,214 at 4% or $263,476 at 6%; with 50% employer match about $263,476 at 4% or $175,651 at 6%; with 100% employer match about $197,607 at 4% or $131,738 at 6%.
Wealth Protection Strategies Profit Sharing Plan-7$1,389,464$110,660$15,809iApproximate average salary by contribution assumption: employee only about $395,214 at 4% or $263,476 at 6%; with 50% employer match about $263,476 at 4% or $175,651 at 6%; with 100% employer match about $197,607 at 4% or $131,738 at 6%.
202316$1,112,187$136,331$22,722iApproximate average salary by contribution assumption: employee only about $568,046 at 4% or $378,697 at 6%; with 50% employer match about $378,697 at 4% or $252,465 at 6%; with 100% employer match about $284,023 at 4% or $189,349 at 6%.
Wealth Protection Strategies Profit Sharing Plan-6$1,112,187$136,331$22,722iApproximate average salary by contribution assumption: employee only about $568,046 at 4% or $378,697 at 6%; with 50% employer match about $378,697 at 4% or $252,465 at 6%; with 100% employer match about $284,023 at 4% or $189,349 at 6%.
202216$851,293$114,672$19,112iApproximate average salary by contribution assumption: employee only about $477,800 at 4% or $318,533 at 6%; with 50% employer match about $318,533 at 4% or $212,356 at 6%; with 100% employer match about $238,900 at 4% or $159,267 at 6%.
Wealth Protection Strategies Profit Sharing Plan-6$851,293$114,672$19,112iApproximate average salary by contribution assumption: employee only about $477,800 at 4% or $318,533 at 6%; with 50% employer match about $318,533 at 4% or $212,356 at 6%; with 100% employer match about $238,900 at 4% or $159,267 at 6%.
202116$855,200$84,740$14,123iApproximate average salary by contribution assumption: employee only about $353,083 at 4% or $235,389 at 6%; with 50% employer match about $235,389 at 4% or $156,926 at 6%; with 100% employer match about $176,542 at 4% or $117,694 at 6%.
Wealth Protection Strategies Profit Sharing Plan-6$855,200$84,740$14,123iApproximate average salary by contribution assumption: employee only about $353,083 at 4% or $235,389 at 6%; with 50% employer match about $235,389 at 4% or $156,926 at 6%; with 100% employer match about $176,542 at 4% or $117,694 at 6%.
202015$687,581$61,133$12,227iApproximate average salary by contribution assumption: employee only about $305,665 at 4% or $203,777 at 6%; with 50% employer match about $203,777 at 4% or $135,851 at 6%; with 100% employer match about $152,833 at 4% or $101,888 at 6%.
Wealth Protection Strategies Profit Sharing Plan-5$687,581$61,133$12,227iApproximate average salary by contribution assumption: employee only about $305,665 at 4% or $203,777 at 6%; with 50% employer match about $203,777 at 4% or $135,851 at 6%; with 100% employer match about $152,833 at 4% or $101,888 at 6%.
201915$537,459$83,089$16,618iApproximate average salary by contribution assumption: employee only about $415,445 at 4% or $276,963 at 6%; with 50% employer match about $276,963 at 4% or $184,642 at 6%; with 100% employer match about $207,723 at 4% or $138,482 at 6%.
Wealth Protection Strategies Profit Sharing Plan-5$537,459$83,089$16,618iApproximate average salary by contribution assumption: employee only about $415,445 at 4% or $276,963 at 6%; with 50% employer match about $276,963 at 4% or $184,642 at 6%; with 100% employer match about $207,723 at 4% or $138,482 at 6%.
201815$384,147$82,677$16,535iApproximate average salary by contribution assumption: employee only about $413,385 at 4% or $275,590 at 6%; with 50% employer match about $275,590 at 4% or $183,727 at 6%; with 100% employer match about $206,693 at 4% or $137,795 at 6%.
Wealth Protection Strategies Profit Sharing Plan-5$384,147$82,677$16,535iApproximate average salary by contribution assumption: employee only about $413,385 at 4% or $275,590 at 6%; with 50% employer match about $275,590 at 4% or $183,727 at 6%; with 100% employer match about $206,693 at 4% or $137,795 at 6%.
201714$325,383$79,027$19,757iApproximate average salary by contribution assumption: employee only about $493,919 at 4% or $329,279 at 6%; with 50% employer match about $329,279 at 4% or $219,519 at 6%; with 100% employer match about $246,959 at 4% or $164,640 at 6%.
Wealth Protection Strategies Profit Sharing Plan-4$325,383$79,027$19,757iApproximate average salary by contribution assumption: employee only about $493,919 at 4% or $329,279 at 6%; with 50% employer match about $329,279 at 4% or $219,519 at 6%; with 100% employer match about $246,959 at 4% or $164,640 at 6%.
201614$212,146$78,206$19,552iApproximate average salary by contribution assumption: employee only about $488,788 at 4% or $325,858 at 6%; with 50% employer match about $325,858 at 4% or $217,239 at 6%; with 100% employer match about $244,394 at 4% or $162,929 at 6%.
Wealth Protection Strategies Profit Sharing Plan-4$212,146$78,206$19,552iApproximate average salary by contribution assumption: employee only about $488,788 at 4% or $325,858 at 6%; with 50% employer match about $325,858 at 4% or $217,239 at 6%; with 100% employer match about $244,394 at 4% or $162,929 at 6%.
201513$124,365$76,254$25,418iApproximate average salary by contribution assumption: employee only about $635,450 at 4% or $423,633 at 6%; with 50% employer match about $423,633 at 4% or $282,422 at 6%; with 100% employer match about $317,725 at 4% or $211,817 at 6%.
Wealth Protection Strategies Profit Sharing Plan-3$124,365$76,254$25,418iApproximate average salary by contribution assumption: employee only about $635,450 at 4% or $423,633 at 6%; with 50% employer match about $423,633 at 4% or $282,422 at 6%; with 100% employer match about $317,725 at 4% or $211,817 at 6%.
201411$52,000$52,000$52,000iApproximate average salary by contribution assumption: employee only about $1,300,000 at 4% or $866,667 at 6%; with 50% employer match about $866,667 at 4% or $577,778 at 6%; with 100% employer match about $650,000 at 4% or $433,333 at 6%.
Wealth Protection Strategies Profit Sharing Plan-1$52,000$52,000$52,000iApproximate average salary by contribution assumption: employee only about $1,300,000 at 4% or $866,667 at 6%; with 50% employer match about $866,667 at 4% or $577,778 at 6%; with 100% employer match about $650,000 at 4% or $433,333 at 6%.