Wilson Coker Wealth Advisors L
Plan context: Wilson Coker Wealth Advisors L 401(K) Profit Sharing Plan & Trust
EIN 46-3416994 • Rogers, AR • 11 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
7
2025 Assets
$1,006,150
2025 Contributions
$59,338
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 7 | $1,006,150 | $59,338 | $8,477iApproximate average salary by contribution assumption: employee only about $211,921 at 4% or $141,281 at 6%; with 50% employer match about $141,281 at 4% or $94,187 at 6%; with 100% employer match about $105,961 at 4% or $70,640 at 6%. |
| Wilson Coker Wealth Advisors L 401(K) Profit Sharing Plan & Trust | - | 7 | $1,006,150 | $59,338 | $8,477iApproximate average salary by contribution assumption: employee only about $211,921 at 4% or $141,281 at 6%; with 50% employer match about $141,281 at 4% or $94,187 at 6%; with 100% employer match about $105,961 at 4% or $70,640 at 6%. |
| 2024 | 1 | 7 | $815,447 | $52,941 | $7,563iApproximate average salary by contribution assumption: employee only about $189,075 at 4% or $126,050 at 6%; with 50% employer match about $126,050 at 4% or $84,033 at 6%; with 100% employer match about $94,538 at 4% or $63,025 at 6%. |
| Wilson Coker Wealth Advisors L 401(K) Profit Sharing Plan & Trust | - | 7 | $815,447 | $52,941 | $7,563iApproximate average salary by contribution assumption: employee only about $189,075 at 4% or $126,050 at 6%; with 50% employer match about $126,050 at 4% or $84,033 at 6%; with 100% employer match about $94,538 at 4% or $63,025 at 6%. |
| 2023 | 1 | 7 | $676,120 | $49,082 | $7,012iApproximate average salary by contribution assumption: employee only about $175,293 at 4% or $116,862 at 6%; with 50% employer match about $116,862 at 4% or $77,908 at 6%; with 100% employer match about $87,646 at 4% or $58,431 at 6%. |
| Wilson Coker Wealth Advisors L 401(K) Profit Sharing Plan & Trust | - | 7 | $676,120 | $49,082 | $7,012iApproximate average salary by contribution assumption: employee only about $175,293 at 4% or $116,862 at 6%; with 50% employer match about $116,862 at 4% or $77,908 at 6%; with 100% employer match about $87,646 at 4% or $58,431 at 6%. |
| 2022 | 1 | 7 | $549,503 | $45,469 | $6,496iApproximate average salary by contribution assumption: employee only about $162,389 at 4% or $108,260 at 6%; with 50% employer match about $108,260 at 4% or $72,173 at 6%; with 100% employer match about $81,195 at 4% or $54,130 at 6%. |
| Wilson Coker Wealth Advisors L 401(K) Profit Sharing Plan & Trust | - | 7 | $549,503 | $45,469 | $6,496iApproximate average salary by contribution assumption: employee only about $162,389 at 4% or $108,260 at 6%; with 50% employer match about $108,260 at 4% or $72,173 at 6%; with 100% employer match about $81,195 at 4% or $54,130 at 6%. |
| 2021 | 1 | 5 | $596,856 | $50,347 | $10,069iApproximate average salary by contribution assumption: employee only about $251,735 at 4% or $167,823 at 6%; with 50% employer match about $167,823 at 4% or $111,882 at 6%; with 100% employer match about $125,868 at 4% or $83,912 at 6%. |
| Wilson Coker Wealth Advisors L 401(K) Profit Sharing Plan & Trust | - | 5 | $596,856 | $50,347 | $10,069iApproximate average salary by contribution assumption: employee only about $251,735 at 4% or $167,823 at 6%; with 50% employer match about $167,823 at 4% or $111,882 at 6%; with 100% employer match about $125,868 at 4% or $83,912 at 6%. |
| 2020 | 1 | 4 | $464,141 | $45,027 | $11,257iApproximate average salary by contribution assumption: employee only about $281,419 at 4% or $187,613 at 6%; with 50% employer match about $187,613 at 4% or $125,075 at 6%; with 100% employer match about $140,709 at 4% or $93,806 at 6%. |
| Wilson Coker Wealth Advisors L 401(K) Profit Sharing Plan & Trust | - | 4 | $464,141 | $45,027 | $11,257iApproximate average salary by contribution assumption: employee only about $281,419 at 4% or $187,613 at 6%; with 50% employer match about $187,613 at 4% or $125,075 at 6%; with 100% employer match about $140,709 at 4% or $93,806 at 6%. |
| 2019 | 1 | 3 | $374,841 | $39,846 | $13,282iApproximate average salary by contribution assumption: employee only about $332,050 at 4% or $221,367 at 6%; with 50% employer match about $221,367 at 4% or $147,578 at 6%; with 100% employer match about $166,025 at 4% or $110,683 at 6%. |
| Wilson Coker Wealth Advisors L 401(K) Profit Sharing Plan & Trust | - | 3 | $374,841 | $39,846 | $13,282iApproximate average salary by contribution assumption: employee only about $332,050 at 4% or $221,367 at 6%; with 50% employer match about $221,367 at 4% or $147,578 at 6%; with 100% employer match about $166,025 at 4% or $110,683 at 6%. |
| 2018 | 1 | 3 | $275,443 | $34,984 | $11,661iApproximate average salary by contribution assumption: employee only about $291,533 at 4% or $194,356 at 6%; with 50% employer match about $194,356 at 4% or $129,570 at 6%; with 100% employer match about $145,767 at 4% or $97,178 at 6%. |
| Wilson Coker Wealth Advisors L 401(K) Profit Sharing Plan & Trust | - | 3 | $275,443 | $34,984 | $11,661iApproximate average salary by contribution assumption: employee only about $291,533 at 4% or $194,356 at 6%; with 50% employer match about $194,356 at 4% or $129,570 at 6%; with 100% employer match about $145,767 at 4% or $97,178 at 6%. |
| 2017 | 1 | 3 | $261,177 | $25,666 | $8,555iApproximate average salary by contribution assumption: employee only about $213,883 at 4% or $142,589 at 6%; with 50% employer match about $142,589 at 4% or $95,059 at 6%; with 100% employer match about $106,942 at 4% or $71,294 at 6%. |
| Wilson Coker Wealth Advisors L 401(K) Profit Sharing Plan & Trust | - | 3 | $261,177 | $25,666 | $8,555iApproximate average salary by contribution assumption: employee only about $213,883 at 4% or $142,589 at 6%; with 50% employer match about $142,589 at 4% or $95,059 at 6%; with 100% employer match about $106,942 at 4% or $71,294 at 6%. |
| 2016 | 1 | 3 | $200,380 | $20,165 | $6,722iApproximate average salary by contribution assumption: employee only about $168,042 at 4% or $112,028 at 6%; with 50% employer match about $112,028 at 4% or $74,685 at 6%; with 100% employer match about $84,021 at 4% or $56,014 at 6%. |
| Wilson Coker Wealth Advisors L 401(K) Profit Sharing Plan & Trust | - | 3 | $200,380 | $20,165 | $6,722iApproximate average salary by contribution assumption: employee only about $168,042 at 4% or $112,028 at 6%; with 50% employer match about $112,028 at 4% or $74,685 at 6%; with 100% employer match about $84,021 at 4% or $56,014 at 6%. |
| 2015 | 1 | 3 | $161,450 | $173,955 | $57,985iApproximate average salary by contribution assumption: employee only about $1,449,625 at 4% or $966,417 at 6%; with 50% employer match about $966,417 at 4% or $644,278 at 6%; with 100% employer match about $724,813 at 4% or $483,208 at 6%. |
| Wilson Coker Wealth Advisors L 401(K) Profit Sharing Plan & Trust | - | 3 | $161,450 | $173,955 | $57,985iApproximate average salary by contribution assumption: employee only about $1,449,625 at 4% or $966,417 at 6%; with 50% employer match about $966,417 at 4% or $644,278 at 6%; with 100% employer match about $724,813 at 4% or $483,208 at 6%. |