Civic Intelligence

Ward Cornett & Associates

Plan context: Ward Cornett & Associates 401(K) Profit Sharing Plan

EIN 45-3916641 • Phoenix, AZ • 12 filings • 2 plans

2525 E. Arizona Biltmore CircleSuite B128Phoenix, AZ 85016
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$844,579

2024 Contributions

$89,635

Historical Graphs

Total Assets Over Time

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

$844,579$422,290$0201320192024YearValue
$844,579Latest year 2024

Participants Over Time

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

630201320192024YearValue
4Latest 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
202414$844,579$89,635$22,409iApproximate average salary by contribution assumption: employee only about $560,219 at 4% or $373,479 at 6%; with 50% employer match about $373,479 at 4% or $248,986 at 6%; with 100% employer match about $280,109 at 4% or $186,740 at 6%.
Ward Cornett & Associates 401(K) Profit Sharing Plan-4$844,579$89,635$22,409iApproximate average salary by contribution assumption: employee only about $560,219 at 4% or $373,479 at 6%; with 50% employer match about $373,479 at 4% or $248,986 at 6%; with 100% employer match about $280,109 at 4% or $186,740 at 6%.
202314$724,167$84,384$21,096iApproximate average salary by contribution assumption: employee only about $527,400 at 4% or $351,600 at 6%; with 50% employer match about $351,600 at 4% or $234,400 at 6%; with 100% employer match about $263,700 at 4% or $175,800 at 6%.
Ward Cornett & Associates 401(K) Profit Sharing Plan-4$724,167$84,384$21,096iApproximate average salary by contribution assumption: employee only about $527,400 at 4% or $351,600 at 6%; with 50% employer match about $351,600 at 4% or $234,400 at 6%; with 100% employer match about $263,700 at 4% or $175,800 at 6%.
202214$566,694$62,360$15,590iApproximate average salary by contribution assumption: employee only about $389,750 at 4% or $259,833 at 6%; with 50% employer match about $259,833 at 4% or $173,222 at 6%; with 100% employer match about $194,875 at 4% or $129,917 at 6%.
Ward Cornett & Associates 401(K) Profit Sharing Plan-4$566,694$62,360$15,590iApproximate average salary by contribution assumption: employee only about $389,750 at 4% or $259,833 at 6%; with 50% employer match about $259,833 at 4% or $173,222 at 6%; with 100% employer match about $194,875 at 4% or $129,917 at 6%.
202116$729,984$75,102$12,517iApproximate average salary by contribution assumption: employee only about $312,925 at 4% or $208,617 at 6%; with 50% employer match about $208,617 at 4% or $139,078 at 6%; with 100% employer match about $156,463 at 4% or $104,308 at 6%.
Ward Cornett & Associates 401(K) Profit Sharing Plan-6$729,984$75,102$12,517iApproximate average salary by contribution assumption: employee only about $312,925 at 4% or $208,617 at 6%; with 50% employer match about $208,617 at 4% or $139,078 at 6%; with 100% employer match about $156,463 at 4% or $104,308 at 6%.
202014$609,204$125,504$31,376iApproximate average salary by contribution assumption: employee only about $784,400 at 4% or $522,933 at 6%; with 50% employer match about $522,933 at 4% or $348,622 at 6%; with 100% employer match about $392,200 at 4% or $261,467 at 6%.
Ward Cornett & Associates 401(K) Profit Sharing Plan-4$609,204$125,504$31,376iApproximate average salary by contribution assumption: employee only about $784,400 at 4% or $522,933 at 6%; with 50% employer match about $522,933 at 4% or $348,622 at 6%; with 100% employer match about $392,200 at 4% or $261,467 at 6%.
201913$432,797$58,854$19,618iApproximate average salary by contribution assumption: employee only about $490,450 at 4% or $326,967 at 6%; with 50% employer match about $326,967 at 4% or $217,978 at 6%; with 100% employer match about $245,225 at 4% or $163,483 at 6%.
Ward Cornett & Associates 401(K) Profit Sharing Plan-3$432,797$58,854$19,618iApproximate average salary by contribution assumption: employee only about $490,450 at 4% or $326,967 at 6%; with 50% employer match about $326,967 at 4% or $217,978 at 6%; with 100% employer match about $245,225 at 4% or $163,483 at 6%.
201812$375,014$116,000$58,000iApproximate average salary by contribution assumption: employee only about $1,450,000 at 4% or $966,667 at 6%; with 50% employer match about $966,667 at 4% or $644,444 at 6%; with 100% employer match about $725,000 at 4% or $483,333 at 6%.
Ward Cornett & Associates 401(K) Profit Sharing Plan-2$375,014$116,000$58,000iApproximate average salary by contribution assumption: employee only about $1,450,000 at 4% or $966,667 at 6%; with 50% employer match about $966,667 at 4% or $644,444 at 6%; with 100% employer match about $725,000 at 4% or $483,333 at 6%.
201714$303,825$80,812$20,203iApproximate average salary by contribution assumption: employee only about $505,075 at 4% or $336,717 at 6%; with 50% employer match about $336,717 at 4% or $224,478 at 6%; with 100% employer match about $252,538 at 4% or $168,358 at 6%.
Ward Cornett & Associates 401(K) Profit Sharing Plan-4$303,825$80,812$20,203iApproximate average salary by contribution assumption: employee only about $505,075 at 4% or $336,717 at 6%; with 50% employer match about $336,717 at 4% or $224,478 at 6%; with 100% employer match about $252,538 at 4% or $168,358 at 6%.
201614$211,517$21,122$5,281iApproximate average salary by contribution assumption: employee only about $132,013 at 4% or $88,008 at 6%; with 50% employer match about $88,008 at 4% or $58,672 at 6%; with 100% employer match about $66,006 at 4% or $44,004 at 6%.
Ward Cornett & Associates 401(K) Profit Sharing Plan-4$211,517$21,122$5,281iApproximate average salary by contribution assumption: employee only about $132,013 at 4% or $88,008 at 6%; with 50% employer match about $88,008 at 4% or $58,672 at 6%; with 100% employer match about $66,006 at 4% or $44,004 at 6%.
201514$179,427$70,095$17,524iApproximate average salary by contribution assumption: employee only about $438,094 at 4% or $292,063 at 6%; with 50% employer match about $292,063 at 4% or $194,708 at 6%; with 100% employer match about $219,047 at 4% or $146,031 at 6%.
Ward Cornett & Associates 401(K) Profit Sharing Plan-4$179,427$70,095$17,524iApproximate average salary by contribution assumption: employee only about $438,094 at 4% or $292,063 at 6%; with 50% employer match about $292,063 at 4% or $194,708 at 6%; with 100% employer match about $219,047 at 4% or $146,031 at 6%.
201414$114,410$68,095$17,024iApproximate average salary by contribution assumption: employee only about $425,594 at 4% or $283,729 at 6%; with 50% employer match about $283,729 at 4% or $189,153 at 6%; with 100% employer match about $212,797 at 4% or $141,865 at 6%.
Ward Cornett & Associates 401(K) Profit Sharing Plan-4$114,410$68,095$17,024iApproximate average salary by contribution assumption: employee only about $425,594 at 4% or $283,729 at 6%; with 50% employer match about $283,729 at 4% or $189,153 at 6%; with 100% employer match about $212,797 at 4% or $141,865 at 6%.
201313$47,103$47,101$15,700iApproximate average salary by contribution assumption: employee only about $392,508 at 4% or $261,672 at 6%; with 50% employer match about $261,672 at 4% or $174,448 at 6%; with 100% employer match about $196,254 at 4% or $130,836 at 6%.
Ward Cornett & Associates 401(K) Profit Sharing Plan-3$47,103$47,101$15,700iApproximate average salary by contribution assumption: employee only about $392,508 at 4% or $261,672 at 6%; with 50% employer match about $261,672 at 4% or $174,448 at 6%; with 100% employer match about $196,254 at 4% or $130,836 at 6%.