Civic Intelligence

Wealth Access Inc.

Plan context: Wealth Access Inc. Retirement Trust

EIN 46-1497737 • Nashville, TN • 9 filings • 1 plans

618 Church StSte 420Nashville, TN 37219
Current Snapshot

Latest Year

2024

2024 Participants

38

2024 Assets

$747,926

2024 Contributions

$330,175

Historical Graphs

Total Assets Over Time

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

$747,926$373,963$0201520192024YearValue
$747,926Latest year 2024

Participants Over Time

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

38190201520192024YearValue
38Latest 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
2024138$747,926$330,175$8,689iApproximate average salary by contribution assumption: employee only about $217,220 at 4% or $144,814 at 6%; with 50% employer match about $144,814 at 4% or $96,542 at 6%; with 100% employer match about $108,610 at 4% or $72,407 at 6%.
Wealth Access Inc. Retirement Trust-38$747,926$330,175$8,689iApproximate average salary by contribution assumption: employee only about $217,220 at 4% or $144,814 at 6%; with 50% employer match about $144,814 at 4% or $96,542 at 6%; with 100% employer match about $108,610 at 4% or $72,407 at 6%.
2023121$403,353$96,133$4,578iApproximate average salary by contribution assumption: employee only about $114,444 at 4% or $76,296 at 6%; with 50% employer match about $76,296 at 4% or $50,864 at 6%; with 100% employer match about $57,222 at 4% or $38,148 at 6%.
Wealth Access Inc. Retirement Trust-21$403,353$96,133$4,578iApproximate average salary by contribution assumption: employee only about $114,444 at 4% or $76,296 at 6%; with 50% employer match about $76,296 at 4% or $50,864 at 6%; with 100% employer match about $57,222 at 4% or $38,148 at 6%.
2022118$268,854$86,297$4,794iApproximate average salary by contribution assumption: employee only about $119,857 at 4% or $79,905 at 6%; with 50% employer match about $79,905 at 4% or $53,270 at 6%; with 100% employer match about $59,928 at 4% or $39,952 at 6%.
Wealth Access Inc. Retirement Trust-18$268,854$86,297$4,794iApproximate average salary by contribution assumption: employee only about $119,857 at 4% or $79,905 at 6%; with 50% employer match about $79,905 at 4% or $53,270 at 6%; with 100% employer match about $59,928 at 4% or $39,952 at 6%.
2021115$284,958$50,968$3,398iApproximate average salary by contribution assumption: employee only about $84,947 at 4% or $56,631 at 6%; with 50% employer match about $56,631 at 4% or $37,754 at 6%; with 100% employer match about $42,473 at 4% or $28,316 at 6%.
Wealth Access Inc. Retirement Trust-15$284,958$50,968$3,398iApproximate average salary by contribution assumption: employee only about $84,947 at 4% or $56,631 at 6%; with 50% employer match about $56,631 at 4% or $37,754 at 6%; with 100% employer match about $42,473 at 4% or $28,316 at 6%.
2019115$162,980$57,475$3,832iApproximate average salary by contribution assumption: employee only about $95,792 at 4% or $63,861 at 6%; with 50% employer match about $63,861 at 4% or $42,574 at 6%; with 100% employer match about $47,896 at 4% or $31,931 at 6%.
Wealth Access Inc. Retirement Trust-15$162,980$57,475$3,832iApproximate average salary by contribution assumption: employee only about $95,792 at 4% or $63,861 at 6%; with 50% employer match about $63,861 at 4% or $42,574 at 6%; with 100% employer match about $47,896 at 4% or $31,931 at 6%.
2018112$332,791$63,161$5,263iApproximate average salary by contribution assumption: employee only about $131,585 at 4% or $87,724 at 6%; with 50% employer match about $87,724 at 4% or $58,482 at 6%; with 100% employer match about $65,793 at 4% or $43,862 at 6%.
Wealth Access Inc. Retirement Trust-12$332,791$63,161$5,263iApproximate average salary by contribution assumption: employee only about $131,585 at 4% or $87,724 at 6%; with 50% employer match about $87,724 at 4% or $58,482 at 6%; with 100% employer match about $65,793 at 4% or $43,862 at 6%.
2017111$320,007$251,126$22,830iApproximate average salary by contribution assumption: employee only about $570,741 at 4% or $380,494 at 6%; with 50% employer match about $380,494 at 4% or $253,663 at 6%; with 100% employer match about $285,370 at 4% or $190,247 at 6%.
Wealth Access Inc. Retirement Trust-11$320,007$251,126$22,830iApproximate average salary by contribution assumption: employee only about $570,741 at 4% or $380,494 at 6%; with 50% employer match about $380,494 at 4% or $253,663 at 6%; with 100% employer match about $285,370 at 4% or $190,247 at 6%.
201619$39,051$36,500$4,056iApproximate average salary by contribution assumption: employee only about $101,389 at 4% or $67,593 at 6%; with 50% employer match about $67,593 at 4% or $45,062 at 6%; with 100% employer match about $50,694 at 4% or $33,796 at 6%.
Wealth Access Inc. Retirement Trust-9$39,051$36,500$4,056iApproximate average salary by contribution assumption: employee only about $101,389 at 4% or $67,593 at 6%; with 50% employer match about $67,593 at 4% or $45,062 at 6%; with 100% employer match about $50,694 at 4% or $33,796 at 6%.
201514$818$834$209iApproximate average salary by contribution assumption: employee only about $5,213 at 4% or $3,475 at 6%; with 50% employer match about $3,475 at 4% or $2,317 at 6%; with 100% employer match about $2,606 at 4% or $1,738 at 6%.
Wealth Access Inc. Retirement Trust-4$818$834$209iApproximate average salary by contribution assumption: employee only about $5,213 at 4% or $3,475 at 6%; with 50% employer match about $3,475 at 4% or $2,317 at 6%; with 100% employer match about $2,606 at 4% or $1,738 at 6%.