Civic Intelligence

Wingate Wealth Advisors LLC

Plan context: Wingate Wealth Advisors LLC 401(K) Plan

EIN 45-4046406 • Lexington, MA • 12 filings • 1 plans

450 Bedford StreetLexington, MA 02420
Current Snapshot

Latest Year

2024

2024 Participants

29

2024 Assets

$7,912,237

2024 Contributions

$651,601

Historical Graphs

Total Assets Over Time

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

$7,912,237$3,956,119$0201320192024YearValue
$7,912,237Latest year 2024

Participants Over Time

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

30150201320192024YearValue
29Latest 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
2024129$7,912,237$651,601$22,469iApproximate average salary by contribution assumption: employee only about $561,725 at 4% or $374,483 at 6%; with 50% employer match about $374,483 at 4% or $249,656 at 6%; with 100% employer match about $280,863 at 4% or $187,242 at 6%.
Wingate Wealth Advisors LLC 401(K) Plan-29$7,912,237$651,601$22,469iApproximate average salary by contribution assumption: employee only about $561,725 at 4% or $374,483 at 6%; with 50% employer match about $374,483 at 4% or $249,656 at 6%; with 100% employer match about $280,863 at 4% or $187,242 at 6%.
2023130$6,524,997$615,402$20,513iApproximate average salary by contribution assumption: employee only about $512,835 at 4% or $341,890 at 6%; with 50% employer match about $341,890 at 4% or $227,927 at 6%; with 100% employer match about $256,418 at 4% or $170,945 at 6%.
Wingate Wealth Advisors LLC 401(K) Plan-30$6,524,997$615,402$20,513iApproximate average salary by contribution assumption: employee only about $512,835 at 4% or $341,890 at 6%; with 50% employer match about $341,890 at 4% or $227,927 at 6%; with 100% employer match about $256,418 at 4% or $170,945 at 6%.
2022127$4,977,038$518,726$19,212iApproximate average salary by contribution assumption: employee only about $480,302 at 4% or $320,201 at 6%; with 50% employer match about $320,201 at 4% or $213,467 at 6%; with 100% employer match about $240,151 at 4% or $160,101 at 6%.
Wingate Wealth Advisors LLC 401(K) Plan-27$4,977,038$518,726$19,212iApproximate average salary by contribution assumption: employee only about $480,302 at 4% or $320,201 at 6%; with 50% employer match about $320,201 at 4% or $213,467 at 6%; with 100% employer match about $240,151 at 4% or $160,101 at 6%.
2021122$6,162,733$492,446$22,384iApproximate average salary by contribution assumption: employee only about $559,598 at 4% or $373,065 at 6%; with 50% employer match about $373,065 at 4% or $248,710 at 6%; with 100% employer match about $279,799 at 4% or $186,533 at 6%.
Wingate Wealth Advisors LLC 401(K) Plan-22$6,162,733$492,446$22,384iApproximate average salary by contribution assumption: employee only about $559,598 at 4% or $373,065 at 6%; with 50% employer match about $373,065 at 4% or $248,710 at 6%; with 100% employer match about $279,799 at 4% or $186,533 at 6%.
2020123$5,095,308$455,636$19,810iApproximate average salary by contribution assumption: employee only about $495,257 at 4% or $330,171 at 6%; with 50% employer match about $330,171 at 4% or $220,114 at 6%; with 100% employer match about $247,628 at 4% or $165,086 at 6%.
Wingate Wealth Advisors LLC 401(K) Plan-23$5,095,308$455,636$19,810iApproximate average salary by contribution assumption: employee only about $495,257 at 4% or $330,171 at 6%; with 50% employer match about $330,171 at 4% or $220,114 at 6%; with 100% employer match about $247,628 at 4% or $165,086 at 6%.
2019123$3,931,258$429,753$18,685iApproximate average salary by contribution assumption: employee only about $467,123 at 4% or $311,415 at 6%; with 50% employer match about $311,415 at 4% or $207,610 at 6%; with 100% employer match about $233,561 at 4% or $155,708 at 6%.
Wingate Wealth Advisors LLC 401(K) Plan-23$3,931,258$429,753$18,685iApproximate average salary by contribution assumption: employee only about $467,123 at 4% or $311,415 at 6%; with 50% employer match about $311,415 at 4% or $207,610 at 6%; with 100% employer match about $233,561 at 4% or $155,708 at 6%.
2018124$3,852,083$425,358$17,723iApproximate average salary by contribution assumption: employee only about $443,081 at 4% or $295,388 at 6%; with 50% employer match about $295,388 at 4% or $196,925 at 6%; with 100% employer match about $221,541 at 4% or $147,694 at 6%.
Wingate Wealth Advisors LLC 401(K) Plan-24$3,852,083$425,358$17,723iApproximate average salary by contribution assumption: employee only about $443,081 at 4% or $295,388 at 6%; with 50% employer match about $295,388 at 4% or $196,925 at 6%; with 100% employer match about $221,541 at 4% or $147,694 at 6%.
2017120$3,981,913$350,520$17,526iApproximate average salary by contribution assumption: employee only about $438,150 at 4% or $292,100 at 6%; with 50% employer match about $292,100 at 4% or $194,733 at 6%; with 100% employer match about $219,075 at 4% or $146,050 at 6%.
Wingate Wealth Advisors LLC 401(K) Plan-20$3,981,913$350,520$17,526iApproximate average salary by contribution assumption: employee only about $438,150 at 4% or $292,100 at 6%; with 50% employer match about $292,100 at 4% or $194,733 at 6%; with 100% employer match about $219,075 at 4% or $146,050 at 6%.
2016120$3,078,596$524,778$26,239iApproximate average salary by contribution assumption: employee only about $655,973 at 4% or $437,315 at 6%; with 50% employer match about $437,315 at 4% or $291,543 at 6%; with 100% employer match about $327,986 at 4% or $218,658 at 6%.
Wingate Wealth Advisors LLC 401(K) Plan-20$3,078,596$524,778$26,239iApproximate average salary by contribution assumption: employee only about $655,973 at 4% or $437,315 at 6%; with 50% employer match about $437,315 at 4% or $291,543 at 6%; with 100% employer match about $327,986 at 4% or $218,658 at 6%.
2015123$2,458,255$303,387$13,191iApproximate average salary by contribution assumption: employee only about $329,768 at 4% or $219,846 at 6%; with 50% employer match about $219,846 at 4% or $146,564 at 6%; with 100% employer match about $164,884 at 4% or $109,923 at 6%.
Wingate Wealth Advisors LLC 401(K) Plan-23$2,458,255$303,387$13,191iApproximate average salary by contribution assumption: employee only about $329,768 at 4% or $219,846 at 6%; with 50% employer match about $219,846 at 4% or $146,564 at 6%; with 100% employer match about $164,884 at 4% or $109,923 at 6%.
2014123$2,194,743$259,330$11,275iApproximate average salary by contribution assumption: employee only about $281,880 at 4% or $187,920 at 6%; with 50% employer match about $187,920 at 4% or $125,280 at 6%; with 100% employer match about $140,940 at 4% or $93,960 at 6%.
Wingate Wealth Advisors LLC 401(K) Plan-23$2,194,743$259,330$11,275iApproximate average salary by contribution assumption: employee only about $281,880 at 4% or $187,920 at 6%; with 50% employer match about $187,920 at 4% or $125,280 at 6%; with 100% employer match about $140,940 at 4% or $93,960 at 6%.
2013122$1,905,297$273,575$12,435iApproximate average salary by contribution assumption: employee only about $310,881 at 4% or $207,254 at 6%; with 50% employer match about $207,254 at 4% or $138,169 at 6%; with 100% employer match about $155,440 at 4% or $103,627 at 6%.
Wingate Wealth Advisors LLC 401(K) Plan-22$1,905,297$273,575$12,435iApproximate average salary by contribution assumption: employee only about $310,881 at 4% or $207,254 at 6%; with 50% employer match about $207,254 at 4% or $138,169 at 6%; with 100% employer match about $155,440 at 4% or $103,627 at 6%.