Civic Intelligence

Wealthplan Partners Inc. DBA Feltz Wealthplan

Plan context: Feltz Wealthplan 401(K) Plan and Trust

EIN 47-0784126 • Omaha, NE • 27 filings • 5 plans

101 S. 108th Avenue, 2nd FloorOmaha, NE 68154
Current Snapshot

Latest Year

2020

2020 Participants

24

2020 Assets

$7,825,353

2020 Contributions

$427,330

Historical Graphs

Total Assets Over Time

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

$7,825,353$3,912,677$0200420122019YearValue
$7,825,353Latest year 2019

Participants Over Time

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

26130200420122019YearValue
24Latest year 2019

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
202010$0$0-
FELTZ WEALTHPLAN CASH BALANCE PENSION PLAN-0$0--
2019224$7,825,353$427,330$17,805iApproximate average salary by contribution assumption: employee only about $445,135 at 4% or $296,757 at 6%; with 50% employer match about $296,757 at 4% or $197,838 at 6%; with 100% employer match about $222,568 at 4% or $148,378 at 6%.
Feltz Wealthplan 401(K) Plan and Trust-24$5,424,179$427,330$17,805iApproximate average salary by contribution assumption: employee only about $445,135 at 4% or $296,757 at 6%; with 50% employer match about $296,757 at 4% or $197,838 at 6%; with 100% employer match about $222,568 at 4% or $148,378 at 6%.
FELTZ WEALTHPLAN CASH BALANCE PENSION PLAN-20$2,401,174--
2018226$6,148,402$673,789$25,915iApproximate average salary by contribution assumption: employee only about $647,874 at 4% or $431,916 at 6%; with 50% employer match about $431,916 at 4% or $287,944 at 6%; with 100% employer match about $323,937 at 4% or $215,958 at 6%.
Feltz Wealthplan 401(K) Plan and Trust-24$3,972,435$408,892$17,037iApproximate average salary by contribution assumption: employee only about $425,929 at 4% or $283,953 at 6%; with 50% employer match about $283,953 at 4% or $189,302 at 6%; with 100% employer match about $212,965 at 4% or $141,976 at 6%.
FELTZ WEALTHPLAN CASH BALANCE PENSION PLAN-26$2,175,967$264,897$10,188iApproximate average salary by contribution assumption: employee only about $254,709 at 4% or $169,806 at 6%; with 50% employer match about $169,806 at 4% or $113,204 at 6%; with 100% employer match about $127,354 at 4% or $84,903 at 6%.
2017225$6,563,855$575,330$23,013iApproximate average salary by contribution assumption: employee only about $575,330 at 4% or $383,553 at 6%; with 50% employer match about $383,553 at 4% or $255,702 at 6%; with 100% employer match about $287,665 at 4% or $191,777 at 6%.
Feltz Wealthplan 401(K) Plan and Trust-25$4,565,576$327,195$13,088iApproximate average salary by contribution assumption: employee only about $327,195 at 4% or $218,130 at 6%; with 50% employer match about $218,130 at 4% or $145,420 at 6%; with 100% employer match about $163,598 at 4% or $109,065 at 6%.
FELTZ WEALTHPLAN CASH BALANCE PENSION PLAN-23$1,998,279$248,135$10,788iApproximate average salary by contribution assumption: employee only about $269,712 at 4% or $179,808 at 6%; with 50% employer match about $179,808 at 4% or $119,872 at 6%; with 100% employer match about $134,856 at 4% or $89,904 at 6%.
2016225$5,126,200$659,349$26,374iApproximate average salary by contribution assumption: employee only about $659,349 at 4% or $439,566 at 6%; with 50% employer match about $439,566 at 4% or $293,044 at 6%; with 100% employer match about $329,675 at 4% or $219,783 at 6%.
Feltz Wealthplan 401(K) Plan and Trust-25$3,466,523$357,476$14,299iApproximate average salary by contribution assumption: employee only about $357,476 at 4% or $238,317 at 6%; with 50% employer match about $238,317 at 4% or $158,878 at 6%; with 100% employer match about $178,738 at 4% or $119,159 at 6%.
FELTZ WEALTHPLAN CASH BALANCE PENSION PLAN-24$1,659,677$301,873$12,578iApproximate average salary by contribution assumption: employee only about $314,451 at 4% or $209,634 at 6%; with 50% employer match about $209,634 at 4% or $139,756 at 6%; with 100% employer match about $157,226 at 4% or $104,817 at 6%.
2015221$4,231,691$555,169$26,437iApproximate average salary by contribution assumption: employee only about $660,915 at 4% or $440,610 at 6%; with 50% employer match about $440,610 at 4% or $293,740 at 6%; with 100% employer match about $330,458 at 4% or $220,305 at 6%.
Feltz Wealthplan 401(K) Plan and Trust-21$2,922,069$307,980$14,666iApproximate average salary by contribution assumption: employee only about $366,643 at 4% or $244,429 at 6%; with 50% employer match about $244,429 at 4% or $162,952 at 6%; with 100% employer match about $183,321 at 4% or $122,214 at 6%.
FELTZ WEALTHPLAN CASH BALANCE PENSION PLAN-20$1,309,622$247,189$12,359iApproximate average salary by contribution assumption: employee only about $308,986 at 4% or $205,991 at 6%; with 50% employer match about $205,991 at 4% or $137,327 at 6%; with 100% employer match about $154,493 at 4% or $102,995 at 6%.
2014218$3,802,629$527,065$29,281iApproximate average salary by contribution assumption: employee only about $732,035 at 4% or $488,023 at 6%; with 50% employer match about $488,023 at 4% or $325,349 at 6%; with 100% employer match about $366,017 at 4% or $244,012 at 6%.
Feltz Wealthplan 401(K) Plan and Trust-18$2,714,443$270,670$15,037iApproximate average salary by contribution assumption: employee only about $375,931 at 4% or $250,620 at 6%; with 50% employer match about $250,620 at 4% or $167,080 at 6%; with 100% employer match about $187,965 at 4% or $125,310 at 6%.
FELTZ WEALTHPLAN CASH BALANCE PENSION PLAN-18$1,088,186$256,395$14,244iApproximate average salary by contribution assumption: employee only about $356,104 at 4% or $237,403 at 6%; with 50% employer match about $237,403 at 4% or $158,269 at 6%; with 100% employer match about $178,052 at 4% or $118,701 at 6%.
2013218$3,176,659$469,123$26,062iApproximate average salary by contribution assumption: employee only about $651,560 at 4% or $434,373 at 6%; with 50% employer match about $434,373 at 4% or $289,582 at 6%; with 100% employer match about $325,780 at 4% or $217,187 at 6%.
Feltz Wealthplan 401(K) Plan and Trust-17$2,346,200$260,042$15,297iApproximate average salary by contribution assumption: employee only about $382,415 at 4% or $254,943 at 6%; with 50% employer match about $254,943 at 4% or $169,962 at 6%; with 100% employer match about $191,207 at 4% or $127,472 at 6%.
FELTZ WEALTHPLAN CASH BALANCE PENSION PLAN-18$830,459$209,081$11,616iApproximate average salary by contribution assumption: employee only about $290,390 at 4% or $193,594 at 6%; with 50% employer match about $193,594 at 4% or $129,062 at 6%; with 100% employer match about $145,195 at 4% or $96,797 at 6%.
2012218$2,334,828$462,174$25,676iApproximate average salary by contribution assumption: employee only about $641,908 at 4% or $427,939 at 6%; with 50% employer match about $427,939 at 4% or $285,293 at 6%; with 100% employer match about $320,954 at 4% or $213,969 at 6%.
Feltz Wealthplan 401(K) Plan and Trust-17$1,765,031$255,528$15,031iApproximate average salary by contribution assumption: employee only about $375,776 at 4% or $250,518 at 6%; with 50% employer match about $250,518 at 4% or $167,012 at 6%; with 100% employer match about $187,888 at 4% or $125,259 at 6%.
FELTZ WEALTHPLAN CASH BALANCE PENSION PLAN-18$569,797$206,646$11,480iApproximate average salary by contribution assumption: employee only about $287,008 at 4% or $191,339 at 6%; with 50% employer match about $191,339 at 4% or $127,559 at 6%; with 100% employer match about $143,504 at 4% or $95,669 at 6%.
2011216$1,667,415$410,815$25,676iApproximate average salary by contribution assumption: employee only about $641,898 at 4% or $427,932 at 6%; with 50% employer match about $427,932 at 4% or $285,288 at 6%; with 100% employer match about $320,949 at 4% or $213,966 at 6%.
Feltz Wealthplan 401(K) Plan and Trust-14$1,323,098$225,743$16,125iApproximate average salary by contribution assumption: employee only about $403,113 at 4% or $268,742 at 6%; with 50% employer match about $268,742 at 4% or $179,161 at 6%; with 100% employer match about $201,556 at 4% or $134,371 at 6%.
FELTZ WEALTHPLAN CASH BALANCE PENSION PLAN-16$344,317$185,072$11,567iApproximate average salary by contribution assumption: employee only about $289,175 at 4% or $192,783 at 6%; with 50% employer match about $192,783 at 4% or $128,522 at 6%; with 100% employer match about $144,588 at 4% or $96,392 at 6%.
2010213$1,431,584$374,801$28,831iApproximate average salary by contribution assumption: employee only about $720,771 at 4% or $480,514 at 6%; with 50% employer match about $480,514 at 4% or $320,343 at 6%; with 100% employer match about $360,386 at 4% or $240,257 at 6%.
Feltz Wealthplan 401(K) Plan and Trust-12$1,265,989$209,206$17,434iApproximate average salary by contribution assumption: employee only about $435,846 at 4% or $290,564 at 6%; with 50% employer match about $290,564 at 4% or $193,709 at 6%; with 100% employer match about $217,923 at 4% or $145,282 at 6%.
FELTZ WEALTHPLAN CASH BALANCE PENSION PLAN-13$165,595$165,595$12,738iApproximate average salary by contribution assumption: employee only about $318,452 at 4% or $212,301 at 6%; with 50% employer match about $212,301 at 4% or $141,534 at 6%; with 100% employer match about $159,226 at 4% or $106,151 at 6%.
2009112$940,135$89,128$7,427iApproximate average salary by contribution assumption: employee only about $185,683 at 4% or $123,789 at 6%; with 50% employer match about $123,789 at 4% or $82,526 at 6%; with 100% employer match about $92,842 at 4% or $61,894 at 6%.
Feltz Wealthplan 401(K) Plan and Trust-12$940,135$89,128$7,427iApproximate average salary by contribution assumption: employee only about $185,683 at 4% or $123,789 at 6%; with 50% employer match about $123,789 at 4% or $82,526 at 6%; with 100% employer match about $92,842 at 4% or $61,894 at 6%.
2008113$661,374$157,736$12,134iApproximate average salary by contribution assumption: employee only about $303,338 at 4% or $202,226 at 6%; with 50% employer match about $202,226 at 4% or $134,817 at 6%; with 100% employer match about $151,669 at 4% or $101,113 at 6%.
Feltz Wealthplan 401(K) Plan and Trust-13$661,374$157,736$12,134iApproximate average salary by contribution assumption: employee only about $303,338 at 4% or $202,226 at 6%; with 50% employer match about $202,226 at 4% or $134,817 at 6%; with 100% employer match about $151,669 at 4% or $101,113 at 6%.
2007113$0$0-
Feltz Wealthplan 401(K) Plan and Trust-13---
2006113$637,132$137,369$10,567iApproximate average salary by contribution assumption: employee only about $264,171 at 4% or $176,114 at 6%; with 50% employer match about $176,114 at 4% or $117,409 at 6%; with 100% employer match about $132,086 at 4% or $88,057 at 6%.
Feltz Wealthplan 401(K) Plan and Trust-13$637,132$137,369$10,567iApproximate average salary by contribution assumption: employee only about $264,171 at 4% or $176,114 at 6%; with 50% employer match about $176,114 at 4% or $117,409 at 6%; with 100% employer match about $132,086 at 4% or $88,057 at 6%.
2005112$439,838$134,021$11,168iApproximate average salary by contribution assumption: employee only about $279,210 at 4% or $186,140 at 6%; with 50% employer match about $186,140 at 4% or $124,094 at 6%; with 100% employer match about $139,605 at 4% or $93,070 at 6%.
Feltz Wealthplan 401(K) Plan and Trust-12$439,838$134,021$11,168iApproximate average salary by contribution assumption: employee only about $279,210 at 4% or $186,140 at 6%; with 50% employer match about $186,140 at 4% or $124,094 at 6%; with 100% employer match about $139,605 at 4% or $93,070 at 6%.
2004112$332,178$109,214$9,101iApproximate average salary by contribution assumption: employee only about $227,529 at 4% or $151,686 at 6%; with 50% employer match about $151,686 at 4% or $101,124 at 6%; with 100% employer match about $113,765 at 4% or $75,843 at 6%.
Feltz Wealthplan 401(K) Plan and Trust-12$332,178$109,214$9,101iApproximate average salary by contribution assumption: employee only about $227,529 at 4% or $151,686 at 6%; with 50% employer match about $151,686 at 4% or $101,124 at 6%; with 100% employer match about $113,765 at 4% or $75,843 at 6%.