Wealth and Wisdom Financial LL
Plan context: Wealth and Wisdom Financial, L 401 K Profit Sharing Plan Trust
EIN 46-4042596 • Bellaire, TX • 5 filings • 4 plans
Current Snapshot
Latest Year
2020
2020 Participants
2
2020 Assets
$66,354
2020 Contributions
$5,167
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 0 | $0 | $5,167 | - |
| Wealth and Wisdom Financial, L 401 K Profit Sharing Plan Trust | - | 0 | $0 | $5,167 | - |
| 2019 | 1 | 2 | $66,354 | $16,688 | $8,344iApproximate average salary by contribution assumption: employee only about $208,600 at 4% or $139,067 at 6%; with 50% employer match about $139,067 at 4% or $92,711 at 6%; with 100% employer match about $104,300 at 4% or $69,533 at 6%. |
| Wealth and Wisdom Financial, L 401 K Profit Sharing Plan Trust | - | 2 | $66,354 | $16,688 | $8,344iApproximate average salary by contribution assumption: employee only about $208,600 at 4% or $139,067 at 6%; with 50% employer match about $139,067 at 4% or $92,711 at 6%; with 100% employer match about $104,300 at 4% or $69,533 at 6%. |
| 2018 | 1 | 2 | $40,299 | $16,688 | $8,344iApproximate average salary by contribution assumption: employee only about $208,600 at 4% or $139,067 at 6%; with 50% employer match about $139,067 at 4% or $92,711 at 6%; with 100% employer match about $104,300 at 4% or $69,533 at 6%. |
| Wealth and Wisdom Financial, L 401 K Profit Sharing Plan Trust | - | 2 | $40,299 | $16,688 | $8,344iApproximate average salary by contribution assumption: employee only about $208,600 at 4% or $139,067 at 6%; with 50% employer match about $139,067 at 4% or $92,711 at 6%; with 100% employer match about $104,300 at 4% or $69,533 at 6%. |
| 2017 | 1 | 2 | $25,490 | $16,688 | $8,344iApproximate average salary by contribution assumption: employee only about $208,600 at 4% or $139,067 at 6%; with 50% employer match about $139,067 at 4% or $92,711 at 6%; with 100% employer match about $104,300 at 4% or $69,533 at 6%. |
| Wealth and Wisdom Financial, L 401 K Profit Sharing Plan Trust | - | 2 | $25,490 | $16,688 | $8,344iApproximate average salary by contribution assumption: employee only about $208,600 at 4% or $139,067 at 6%; with 50% employer match about $139,067 at 4% or $92,711 at 6%; with 100% employer match about $104,300 at 4% or $69,533 at 6%. |
| 2016 | 1 | 2 | $6,445 | $6,453 | $3,227iApproximate average salary by contribution assumption: employee only about $80,663 at 4% or $53,775 at 6%; with 50% employer match about $53,775 at 4% or $35,850 at 6%; with 100% employer match about $40,331 at 4% or $26,888 at 6%. |
| Wealth and Wisdom Financial, L 401 K Profit Sharing Plan Trust | - | 2 | $6,445 | $6,453 | $3,227iApproximate average salary by contribution assumption: employee only about $80,663 at 4% or $53,775 at 6%; with 50% employer match about $53,775 at 4% or $35,850 at 6%; with 100% employer match about $40,331 at 4% or $26,888 at 6%. |