Civic Intelligence

Wealthtrak Capital Management LLC

Plan context: Wealthtrak 401(K) Plan

EIN 45-3761238 • Virginia Beach, VA • 6 filings • 2 plans

272 Bendix Road, Suite 130Virginia Beach, VA 23452
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$690,685

2025 Contributions

$90,024

Historical Graphs

Total Assets Over Time

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

$690,685$345,343$0202020232025YearValue
$690,685Latest year 2025

Participants Over Time

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

740202020232025YearValue
7Latest year 2025

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
202517$690,685$90,024$12,861iApproximate average salary by contribution assumption: employee only about $321,514 at 4% or $214,343 at 6%; with 50% employer match about $214,343 at 4% or $142,895 at 6%; with 100% employer match about $160,757 at 4% or $107,171 at 6%.
Wealthtrak 401(K) Plan-7$690,685$90,024$12,861iApproximate average salary by contribution assumption: employee only about $321,514 at 4% or $214,343 at 6%; with 50% employer match about $214,343 at 4% or $142,895 at 6%; with 100% employer match about $160,757 at 4% or $107,171 at 6%.
202416$507,904$85,542$14,257iApproximate average salary by contribution assumption: employee only about $356,425 at 4% or $237,617 at 6%; with 50% employer match about $237,617 at 4% or $158,411 at 6%; with 100% employer match about $178,213 at 4% or $118,808 at 6%.
Wealthtrak 401(K) Plan-6$507,904$85,542$14,257iApproximate average salary by contribution assumption: employee only about $356,425 at 4% or $237,617 at 6%; with 50% employer match about $237,617 at 4% or $158,411 at 6%; with 100% employer match about $178,213 at 4% or $118,808 at 6%.
202316$386,163$72,687$12,115iApproximate average salary by contribution assumption: employee only about $302,863 at 4% or $201,908 at 6%; with 50% employer match about $201,908 at 4% or $134,606 at 6%; with 100% employer match about $151,431 at 4% or $100,954 at 6%.
Wealthtrak 401(K) Plan-6$386,163$72,687$12,115iApproximate average salary by contribution assumption: employee only about $302,863 at 4% or $201,908 at 6%; with 50% employer match about $201,908 at 4% or $134,606 at 6%; with 100% employer match about $151,431 at 4% or $100,954 at 6%.
202216$282,688$61,442$10,240iApproximate average salary by contribution assumption: employee only about $256,008 at 4% or $170,672 at 6%; with 50% employer match about $170,672 at 4% or $113,781 at 6%; with 100% employer match about $128,004 at 4% or $85,336 at 6%.
Wealthtrak 401(K) Plan-6$282,688$61,442$10,240iApproximate average salary by contribution assumption: employee only about $256,008 at 4% or $170,672 at 6%; with 50% employer match about $170,672 at 4% or $113,781 at 6%; with 100% employer match about $128,004 at 4% or $85,336 at 6%.
202115$239,767$47,651$9,530iApproximate average salary by contribution assumption: employee only about $238,255 at 4% or $158,837 at 6%; with 50% employer match about $158,837 at 4% or $105,891 at 6%; with 100% employer match about $119,128 at 4% or $79,418 at 6%.
Wealthtrak 401(K) Plan-5$239,767$47,651$9,530iApproximate average salary by contribution assumption: employee only about $238,255 at 4% or $158,837 at 6%; with 50% employer match about $158,837 at 4% or $105,891 at 6%; with 100% employer match about $119,128 at 4% or $79,418 at 6%.
202015$166,065$157,125$31,425iApproximate average salary by contribution assumption: employee only about $785,625 at 4% or $523,750 at 6%; with 50% employer match about $523,750 at 4% or $349,167 at 6%; with 100% employer match about $392,813 at 4% or $261,875 at 6%.
Wealthtrak 401(K) Plan-5$166,065$157,125$31,425iApproximate average salary by contribution assumption: employee only about $785,625 at 4% or $523,750 at 6%; with 50% employer match about $523,750 at 4% or $349,167 at 6%; with 100% employer match about $392,813 at 4% or $261,875 at 6%.