Civic Intelligence

Wealth Distribution Strategies LLC

Plan context: Wealth Distribution Strategies LLC 401(K) Plan

EIN 46-1555275 • Verona, WI • 12 filings • 1 plans

110 Enterprise Drive, PO Box 930338Verona, WI 53593
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$1,138,074

2024 Contributions

$177,076

Historical Graphs

Total Assets Over Time

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

$1,138,074$569,037$0201320192024YearValue
$1,138,074Latest year 2024

Participants Over Time

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

1470201320192024YearValue
14Latest 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
2024114$1,138,074$177,076$12,648iApproximate average salary by contribution assumption: employee only about $316,207 at 4% or $210,805 at 6%; with 50% employer match about $210,805 at 4% or $140,537 at 6%; with 100% employer match about $158,104 at 4% or $105,402 at 6%.
Wealth Distribution Strategies LLC 401(K) Plan-14$1,138,074$177,076$12,648iApproximate average salary by contribution assumption: employee only about $316,207 at 4% or $210,805 at 6%; with 50% employer match about $210,805 at 4% or $140,537 at 6%; with 100% employer match about $158,104 at 4% or $105,402 at 6%.
2023112$848,997$104,452$8,704iApproximate average salary by contribution assumption: employee only about $217,608 at 4% or $145,072 at 6%; with 50% employer match about $145,072 at 4% or $96,715 at 6%; with 100% employer match about $108,804 at 4% or $72,536 at 6%.
Wealth Distribution Strategies LLC 401(K) Plan-12$848,997$104,452$8,704iApproximate average salary by contribution assumption: employee only about $217,608 at 4% or $145,072 at 6%; with 50% employer match about $145,072 at 4% or $96,715 at 6%; with 100% employer match about $108,804 at 4% or $72,536 at 6%.
2022111$592,773$118,633$10,785iApproximate average salary by contribution assumption: employee only about $269,620 at 4% or $179,747 at 6%; with 50% employer match about $179,747 at 4% or $119,831 at 6%; with 100% employer match about $134,810 at 4% or $89,873 at 6%.
Wealth Distribution Strategies LLC 401(K) Plan-11$592,773$118,633$10,785iApproximate average salary by contribution assumption: employee only about $269,620 at 4% or $179,747 at 6%; with 50% employer match about $179,747 at 4% or $119,831 at 6%; with 100% employer match about $134,810 at 4% or $89,873 at 6%.
202116$644,636$72,507$12,085iApproximate average salary by contribution assumption: employee only about $302,113 at 4% or $201,408 at 6%; with 50% employer match about $201,408 at 4% or $134,272 at 6%; with 100% employer match about $151,056 at 4% or $100,704 at 6%.
Wealth Distribution Strategies LLC 401(K) Plan-6$644,636$72,507$12,085iApproximate average salary by contribution assumption: employee only about $302,113 at 4% or $201,408 at 6%; with 50% employer match about $201,408 at 4% or $134,272 at 6%; with 100% employer match about $151,056 at 4% or $100,704 at 6%.
202016$524,684$84,402$14,067iApproximate average salary by contribution assumption: employee only about $351,675 at 4% or $234,450 at 6%; with 50% employer match about $234,450 at 4% or $156,300 at 6%; with 100% employer match about $175,838 at 4% or $117,225 at 6%.
Wealth Distribution Strategies LLC 401(K) Plan-6$524,684$84,402$14,067iApproximate average salary by contribution assumption: employee only about $351,675 at 4% or $234,450 at 6%; with 50% employer match about $234,450 at 4% or $156,300 at 6%; with 100% employer match about $175,838 at 4% or $117,225 at 6%.
201915$359,017$54,802$10,960iApproximate average salary by contribution assumption: employee only about $274,010 at 4% or $182,673 at 6%; with 50% employer match about $182,673 at 4% or $121,782 at 6%; with 100% employer match about $137,005 at 4% or $91,337 at 6%.
Wealth Distribution Strategies LLC 401(K) Plan-5$359,017$54,802$10,960iApproximate average salary by contribution assumption: employee only about $274,010 at 4% or $182,673 at 6%; with 50% employer match about $182,673 at 4% or $121,782 at 6%; with 100% employer match about $137,005 at 4% or $91,337 at 6%.
201815$227,625$47,178$9,436iApproximate average salary by contribution assumption: employee only about $235,890 at 4% or $157,260 at 6%; with 50% employer match about $157,260 at 4% or $104,840 at 6%; with 100% employer match about $117,945 at 4% or $78,630 at 6%.
Wealth Distribution Strategies LLC 401(K) Plan-5$227,625$47,178$9,436iApproximate average salary by contribution assumption: employee only about $235,890 at 4% or $157,260 at 6%; with 50% employer match about $157,260 at 4% or $104,840 at 6%; with 100% employer match about $117,945 at 4% or $78,630 at 6%.
201714$200,768$43,379$10,845iApproximate average salary by contribution assumption: employee only about $271,119 at 4% or $180,746 at 6%; with 50% employer match about $180,746 at 4% or $120,497 at 6%; with 100% employer match about $135,559 at 4% or $90,373 at 6%.
Wealth Distribution Strategies LLC 401(K) Plan-4$200,768$43,379$10,845iApproximate average salary by contribution assumption: employee only about $271,119 at 4% or $180,746 at 6%; with 50% employer match about $180,746 at 4% or $120,497 at 6%; with 100% employer match about $135,559 at 4% or $90,373 at 6%.
201613$153,573$38,836$12,945iApproximate average salary by contribution assumption: employee only about $323,633 at 4% or $215,756 at 6%; with 50% employer match about $215,756 at 4% or $143,837 at 6%; with 100% employer match about $161,817 at 4% or $107,878 at 6%.
Wealth Distribution Strategies LLC 401(K) Plan-3$153,573$38,836$12,945iApproximate average salary by contribution assumption: employee only about $323,633 at 4% or $215,756 at 6%; with 50% employer match about $215,756 at 4% or $143,837 at 6%; with 100% employer match about $161,817 at 4% or $107,878 at 6%.
201514$109,969$39,497$9,874iApproximate average salary by contribution assumption: employee only about $246,856 at 4% or $164,571 at 6%; with 50% employer match about $164,571 at 4% or $109,714 at 6%; with 100% employer match about $123,428 at 4% or $82,285 at 6%.
Wealth Distribution Strategies LLC 401(K) Plan-4$109,969$39,497$9,874iApproximate average salary by contribution assumption: employee only about $246,856 at 4% or $164,571 at 6%; with 50% employer match about $164,571 at 4% or $109,714 at 6%; with 100% employer match about $123,428 at 4% or $82,285 at 6%.
201414$83,096$42,787$10,697iApproximate average salary by contribution assumption: employee only about $267,419 at 4% or $178,279 at 6%; with 50% employer match about $178,279 at 4% or $118,853 at 6%; with 100% employer match about $133,709 at 4% or $89,140 at 6%.
Wealth Distribution Strategies LLC 401(K) Plan-4$83,096$42,787$10,697iApproximate average salary by contribution assumption: employee only about $267,419 at 4% or $178,279 at 6%; with 50% employer match about $178,279 at 4% or $118,853 at 6%; with 100% employer match about $133,709 at 4% or $89,140 at 6%.
201313$42,585$40,059$13,353iApproximate average salary by contribution assumption: employee only about $333,825 at 4% or $222,550 at 6%; with 50% employer match about $222,550 at 4% or $148,367 at 6%; with 100% employer match about $166,913 at 4% or $111,275 at 6%.
Wealth Distribution Strategies LLC 401(K) Plan-3$42,585$40,059$13,353iApproximate average salary by contribution assumption: employee only about $333,825 at 4% or $222,550 at 6%; with 50% employer match about $222,550 at 4% or $148,367 at 6%; with 100% employer match about $166,913 at 4% or $111,275 at 6%.