Civic Intelligence

JULIE A WENDT MD PLLC

Plan context: JULIE A WENDT M.D., PLLC. 401(K) PROFIT SHARING PLAN & TRUST

EIN 46-3307521 • Scottsdale, AZ • 4 filings • 1 plans

21803 N Scottsdale Rd Ste 200Scottsdale, AZ 85255-7446
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$154,696

2025 Contributions

$41,163

Historical Graphs

Total Assets Over Time

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

$154,696$77,348$0202220242025YearValue
$154,696Latest year 2025

Participants Over Time

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

950202220242025YearValue
8Latest 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
202518$154,696$41,163$5,145iApproximate average salary by contribution assumption: employee only about $128,634 at 4% or $85,756 at 6%; with 50% employer match about $85,756 at 4% or $57,171 at 6%; with 100% employer match about $64,317 at 4% or $42,878 at 6%.
JULIE A WENDT M.D., PLLC. 401(K) PROFIT SHARING PLAN & TRUST-8$154,696$41,163$5,145iApproximate average salary by contribution assumption: employee only about $128,634 at 4% or $85,756 at 6%; with 50% employer match about $85,756 at 4% or $57,171 at 6%; with 100% employer match about $64,317 at 4% or $42,878 at 6%.
202419$106,100$37,562$4,174iApproximate average salary by contribution assumption: employee only about $104,339 at 4% or $69,559 at 6%; with 50% employer match about $69,559 at 4% or $46,373 at 6%; with 100% employer match about $52,169 at 4% or $34,780 at 6%.
JULIE A WENDT M.D., PLLC. 401(K) PROFIT SHARING PLAN & TRUST-9$106,100$37,562$4,174iApproximate average salary by contribution assumption: employee only about $104,339 at 4% or $69,559 at 6%; with 50% employer match about $69,559 at 4% or $46,373 at 6%; with 100% employer match about $52,169 at 4% or $34,780 at 6%.
202318$65,239$36,283$4,535iApproximate average salary by contribution assumption: employee only about $113,384 at 4% or $75,590 at 6%; with 50% employer match about $75,590 at 4% or $50,393 at 6%; with 100% employer match about $56,692 at 4% or $37,795 at 6%.
JULIE A WENDT M.D., PLLC. 401(K) PROFIT SHARING PLAN & TRUST-8$65,239$36,283$4,535iApproximate average salary by contribution assumption: employee only about $113,384 at 4% or $75,590 at 6%; with 50% employer match about $75,590 at 4% or $50,393 at 6%; with 100% employer match about $56,692 at 4% or $37,795 at 6%.
202213$22,450$23,443$7,814iApproximate average salary by contribution assumption: employee only about $195,358 at 4% or $130,239 at 6%; with 50% employer match about $130,239 at 4% or $86,826 at 6%; with 100% employer match about $97,679 at 4% or $65,119 at 6%.
JULIE A WENDT M.D., PLLC. 401(K) PROFIT SHARING PLAN & TRUST-3$22,450$23,443$7,814iApproximate average salary by contribution assumption: employee only about $195,358 at 4% or $130,239 at 6%; with 50% employer match about $130,239 at 4% or $86,826 at 6%; with 100% employer match about $97,679 at 4% or $65,119 at 6%.