Civic Intelligence

Nardolillo Wealthplan Advantage Inc.

Plan context: Wealthplan Advantage 401(K) Plan

EIN 46-5188649 • Morristown, NJ • 9 filings • 1 plans

191 Washington StreetMorristown, NJ 07960
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$439,099

2024 Contributions

$113,172

Historical Graphs

Total Assets Over Time

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

$439,099$219,550$0201620202024YearValue
$439,099Latest year 2024

Participants Over Time

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

320201620202024YearValue
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$439,099$113,172$37,724iApproximate average salary by contribution assumption: employee only about $943,100 at 4% or $628,733 at 6%; with 50% employer match about $628,733 at 4% or $419,156 at 6%; with 100% employer match about $471,550 at 4% or $314,367 at 6%.
Wealthplan Advantage 401(K) Plan-3$439,099$113,172$37,724iApproximate average salary by contribution assumption: employee only about $943,100 at 4% or $628,733 at 6%; with 50% employer match about $628,733 at 4% or $419,156 at 6%; with 100% employer match about $471,550 at 4% or $314,367 at 6%.
202313$318,619$14,938$4,979iApproximate average salary by contribution assumption: employee only about $124,483 at 4% or $82,989 at 6%; with 50% employer match about $82,989 at 4% or $55,326 at 6%; with 100% employer match about $62,242 at 4% or $41,494 at 6%.
Wealthplan Advantage 401(K) Plan-3$318,619$14,938$4,979iApproximate average salary by contribution assumption: employee only about $124,483 at 4% or $82,989 at 6%; with 50% employer match about $82,989 at 4% or $55,326 at 6%; with 100% employer match about $62,242 at 4% or $41,494 at 6%.
202213$290,769$16,486$5,495iApproximate average salary by contribution assumption: employee only about $137,383 at 4% or $91,589 at 6%; with 50% employer match about $91,589 at 4% or $61,059 at 6%; with 100% employer match about $68,692 at 4% or $45,794 at 6%.
Wealthplan Advantage 401(K) Plan-3$290,769$16,486$5,495iApproximate average salary by contribution assumption: employee only about $137,383 at 4% or $91,589 at 6%; with 50% employer match about $91,589 at 4% or $61,059 at 6%; with 100% employer match about $68,692 at 4% or $45,794 at 6%.
202113$310,743$36,262$12,087iApproximate average salary by contribution assumption: employee only about $302,183 at 4% or $201,456 at 6%; with 50% employer match about $201,456 at 4% or $134,304 at 6%; with 100% employer match about $151,092 at 4% or $100,728 at 6%.
Wealthplan Advantage 401(K) Plan-3$310,743$36,262$12,087iApproximate average salary by contribution assumption: employee only about $302,183 at 4% or $201,456 at 6%; with 50% employer match about $201,456 at 4% or $134,304 at 6%; with 100% employer match about $151,092 at 4% or $100,728 at 6%.
202013$216,182$32,625$10,875iApproximate average salary by contribution assumption: employee only about $271,875 at 4% or $181,250 at 6%; with 50% employer match about $181,250 at 4% or $120,833 at 6%; with 100% employer match about $135,938 at 4% or $90,625 at 6%.
Wealthplan Advantage 401(K) Plan-3$216,182$32,625$10,875iApproximate average salary by contribution assumption: employee only about $271,875 at 4% or $181,250 at 6%; with 50% employer match about $181,250 at 4% or $120,833 at 6%; with 100% employer match about $135,938 at 4% or $90,625 at 6%.
201912$40,419$0-
Wealthplan Advantage 401(K) Plan-2$40,419--
201812$44,582$0-
Wealthplan Advantage 401(K) Plan-2$44,582--
201712$53,825$0-
Wealthplan Advantage 401(K) Plan-2$53,825--
201612$46,773$81,229$40,615iApproximate average salary by contribution assumption: employee only about $1,015,363 at 4% or $676,908 at 6%; with 50% employer match about $676,908 at 4% or $451,272 at 6%; with 100% employer match about $507,681 at 4% or $338,454 at 6%.
Wealthplan Advantage 401(K) Plan-2$46,773$81,229$40,615iApproximate average salary by contribution assumption: employee only about $1,015,363 at 4% or $676,908 at 6%; with 50% employer match about $676,908 at 4% or $451,272 at 6%; with 100% employer match about $507,681 at 4% or $338,454 at 6%.