Civic Intelligence

Mls Risk Advisors

Plan context: BREAKTHROUGH 401K PLAN FIDUCIARY WISE, LLC

EIN 46-4204869 • Gilbert, AZ • 12 filings • 3 plans

2487 South Gilbert RoadSuite 106-454Gilbert, AZ 85295
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$1,274,744

2024 Contributions

$84,692

Historical Graphs

Total Assets Over Time

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

$1,274,744$637,372$0201420192024YearValue
$1,274,744Latest year 2024

Participants Over Time

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

320201420192024YearValue
3Latest 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
202413$1,274,744$84,692$28,231iApproximate average salary by contribution assumption: employee only about $705,767 at 4% or $470,511 at 6%; with 50% employer match about $470,511 at 4% or $313,674 at 6%; with 100% employer match about $352,883 at 4% or $235,256 at 6%.
BREAKTHROUGH 401K PLAN FIDUCIARY WISE, LLC-3$1,274,744$84,692$28,231iApproximate average salary by contribution assumption: employee only about $705,767 at 4% or $470,511 at 6%; with 50% employer match about $470,511 at 4% or $313,674 at 6%; with 100% employer match about $352,883 at 4% or $235,256 at 6%.
202313$1,049,711$81,824$27,275iApproximate average salary by contribution assumption: employee only about $681,867 at 4% or $454,578 at 6%; with 50% employer match about $454,578 at 4% or $303,052 at 6%; with 100% employer match about $340,933 at 4% or $227,289 at 6%.
BREAKTHROUGH 401K PLAN FIDUCIARY WISE, LLC-3$1,049,711$81,824$27,275iApproximate average salary by contribution assumption: employee only about $681,867 at 4% or $454,578 at 6%; with 50% employer match about $454,578 at 4% or $303,052 at 6%; with 100% employer match about $340,933 at 4% or $227,289 at 6%.
202213$830,938$74,644$24,881iApproximate average salary by contribution assumption: employee only about $622,033 at 4% or $414,689 at 6%; with 50% employer match about $414,689 at 4% or $276,459 at 6%; with 100% employer match about $311,017 at 4% or $207,344 at 6%.
BREAKTHROUGH 401K PLAN FIDUCIARY WISE, LLC-3$830,938$74,644$24,881iApproximate average salary by contribution assumption: employee only about $622,033 at 4% or $414,689 at 6%; with 50% employer match about $414,689 at 4% or $276,459 at 6%; with 100% employer match about $311,017 at 4% or $207,344 at 6%.
202113$942,031$144,140$48,047iApproximate average salary by contribution assumption: employee only about $1,201,167 at 4% or $800,778 at 6%; with 50% employer match about $800,778 at 4% or $533,852 at 6%; with 100% employer match about $600,583 at 4% or $400,389 at 6%.
BREAKTHROUGH 401K PLAN SAND RUN RISK-3$942,031$144,140$48,047iApproximate average salary by contribution assumption: employee only about $1,201,167 at 4% or $800,778 at 6%; with 50% employer match about $800,778 at 4% or $533,852 at 6%; with 100% employer match about $600,583 at 4% or $400,389 at 6%.
202013$686,223$83,448$27,816iApproximate average salary by contribution assumption: employee only about $695,400 at 4% or $463,600 at 6%; with 50% employer match about $463,600 at 4% or $309,067 at 6%; with 100% employer match about $347,700 at 4% or $231,800 at 6%.
BREAKTHROUGH 401K PLAN SAND RUN RISK-3$686,223$83,448$27,816iApproximate average salary by contribution assumption: employee only about $695,400 at 4% or $463,600 at 6%; with 50% employer match about $463,600 at 4% or $309,067 at 6%; with 100% employer match about $347,700 at 4% or $231,800 at 6%.
201923$508,719$117,402$39,134iApproximate average salary by contribution assumption: employee only about $978,350 at 4% or $652,233 at 6%; with 50% employer match about $652,233 at 4% or $434,822 at 6%; with 100% employer match about $489,175 at 4% or $326,117 at 6%.
BREAKTHROUGH 401K PLAN SAND RUN RISK-3$508,719$80,094$26,698iApproximate average salary by contribution assumption: employee only about $667,450 at 4% or $444,967 at 6%; with 50% employer match about $444,967 at 4% or $296,644 at 6%; with 100% employer match about $333,725 at 4% or $222,483 at 6%.
Breakthrough 401K-0$0$37,308-
201813$351,125$77,680$25,893iApproximate average salary by contribution assumption: employee only about $647,333 at 4% or $431,556 at 6%; with 50% employer match about $431,556 at 4% or $287,704 at 6%; with 100% employer match about $323,667 at 4% or $215,778 at 6%.
Breakthrough 401K-3$351,125$77,680$25,893iApproximate average salary by contribution assumption: employee only about $647,333 at 4% or $431,556 at 6%; with 50% employer match about $431,556 at 4% or $287,704 at 6%; with 100% employer match about $323,667 at 4% or $215,778 at 6%.
201713$310,601$71,261$23,754iApproximate average salary by contribution assumption: employee only about $593,842 at 4% or $395,894 at 6%; with 50% employer match about $395,894 at 4% or $263,930 at 6%; with 100% employer match about $296,921 at 4% or $197,947 at 6%.
Breakthrough 401K-3$310,601$71,261$23,754iApproximate average salary by contribution assumption: employee only about $593,842 at 4% or $395,894 at 6%; with 50% employer match about $395,894 at 4% or $263,930 at 6%; with 100% employer match about $296,921 at 4% or $197,947 at 6%.
201613$203,703$73,739$24,580iApproximate average salary by contribution assumption: employee only about $614,492 at 4% or $409,661 at 6%; with 50% employer match about $409,661 at 4% or $273,107 at 6%; with 100% employer match about $307,246 at 4% or $204,831 at 6%.
Breakthrough 401K-3$203,703$73,739$24,580iApproximate average salary by contribution assumption: employee only about $614,492 at 4% or $409,661 at 6%; with 50% employer match about $409,661 at 4% or $273,107 at 6%; with 100% employer match about $307,246 at 4% or $204,831 at 6%.
201513$114,914$65,275$21,758iApproximate average salary by contribution assumption: employee only about $543,958 at 4% or $362,639 at 6%; with 50% employer match about $362,639 at 4% or $241,759 at 6%; with 100% employer match about $271,979 at 4% or $181,319 at 6%.
Breakthrough 401K-3$114,914$65,275$21,758iApproximate average salary by contribution assumption: employee only about $543,958 at 4% or $362,639 at 6%; with 50% employer match about $362,639 at 4% or $241,759 at 6%; with 100% employer match about $271,979 at 4% or $181,319 at 6%.
201413$53,682$53,676$17,892iApproximate average salary by contribution assumption: employee only about $447,300 at 4% or $298,200 at 6%; with 50% employer match about $298,200 at 4% or $198,800 at 6%; with 100% employer match about $223,650 at 4% or $149,100 at 6%.
Breakthrough 401K-3$53,682$53,676$17,892iApproximate average salary by contribution assumption: employee only about $447,300 at 4% or $298,200 at 6%; with 50% employer match about $298,200 at 4% or $198,800 at 6%; with 100% employer match about $223,650 at 4% or $149,100 at 6%.