Civic Intelligence

Case Slattery Wealth Partners

Plan context: Case Slattery Wealth Partners 401K Plan

EIN 47-0785635 • Omaha, NE • 12 filings • 2 plans

16934 Frances Street #201Omaha, NE 68130
Current Snapshot

Latest Year

2018

2018 Participants

7

2018 Assets

$3,298,897

2018 Contributions

$1,383,680

Historical Graphs

Total Assets Over Time

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

$3,298,897$1,649,449$0200720132018YearValue
$3,298,897Latest year 2018

Participants Over Time

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

740200720132018YearValue
7Latest year 2018

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
201817$3,298,897$1,383,680$197,669iApproximate average salary by contribution assumption: employee only about $4,941,714 at 4% or $3,294,476 at 6%; with 50% employer match about $3,294,476 at 4% or $2,196,317 at 6%; with 100% employer match about $2,470,857 at 4% or $1,647,238 at 6%.
Case Slattery Wealth Partners 401K Plan-7$3,298,897$1,383,680$197,669iApproximate average salary by contribution assumption: employee only about $4,941,714 at 4% or $3,294,476 at 6%; with 50% employer match about $3,294,476 at 4% or $2,196,317 at 6%; with 100% employer match about $2,470,857 at 4% or $1,647,238 at 6%.
201714$2,158,419$77,150$19,288iApproximate average salary by contribution assumption: employee only about $482,188 at 4% or $321,458 at 6%; with 50% employer match about $321,458 at 4% or $214,306 at 6%; with 100% employer match about $241,094 at 4% or $160,729 at 6%.
Case Slattery Wealth Partners 401K Plan-4$2,158,419$77,150$19,288iApproximate average salary by contribution assumption: employee only about $482,188 at 4% or $321,458 at 6%; with 50% employer match about $321,458 at 4% or $214,306 at 6%; with 100% employer match about $241,094 at 4% or $160,729 at 6%.
201615$1,799,345$128,294$25,659iApproximate average salary by contribution assumption: employee only about $641,470 at 4% or $427,647 at 6%; with 50% employer match about $427,647 at 4% or $285,098 at 6%; with 100% employer match about $320,735 at 4% or $213,823 at 6%.
Case Slattery Wealth Partners 401K Plan-5$1,799,345$128,294$25,659iApproximate average salary by contribution assumption: employee only about $641,470 at 4% or $427,647 at 6%; with 50% employer match about $427,647 at 4% or $285,098 at 6%; with 100% employer match about $320,735 at 4% or $213,823 at 6%.
201515$1,547,842$118,928$23,786iApproximate average salary by contribution assumption: employee only about $594,640 at 4% or $396,427 at 6%; with 50% employer match about $396,427 at 4% or $264,284 at 6%; with 100% employer match about $297,320 at 4% or $198,213 at 6%.
Case Slattery Wealth Partners 401K Plan-5$1,547,842$118,928$23,786iApproximate average salary by contribution assumption: employee only about $594,640 at 4% or $396,427 at 6%; with 50% employer match about $396,427 at 4% or $264,284 at 6%; with 100% employer match about $297,320 at 4% or $198,213 at 6%.
201414$1,542,636$709,727$177,432iApproximate average salary by contribution assumption: employee only about $4,435,794 at 4% or $2,957,196 at 6%; with 50% employer match about $2,957,196 at 4% or $1,971,464 at 6%; with 100% employer match about $2,217,897 at 4% or $1,478,598 at 6%.
Case Slattery Wealth Partners 401K Plan-4$1,542,636$709,727$177,432iApproximate average salary by contribution assumption: employee only about $4,435,794 at 4% or $2,957,196 at 6%; with 50% employer match about $2,957,196 at 4% or $1,971,464 at 6%; with 100% employer match about $2,217,897 at 4% or $1,478,598 at 6%.
201314$784,625$118,335$29,584iApproximate average salary by contribution assumption: employee only about $739,594 at 4% or $493,063 at 6%; with 50% employer match about $493,063 at 4% or $328,708 at 6%; with 100% employer match about $369,797 at 4% or $246,531 at 6%.
Case Slattery Wealth Partners 401K Plan-4$784,625$118,335$29,584iApproximate average salary by contribution assumption: employee only about $739,594 at 4% or $493,063 at 6%; with 50% employer match about $493,063 at 4% or $328,708 at 6%; with 100% employer match about $369,797 at 4% or $246,531 at 6%.
201214$566,818$112,627$28,157iApproximate average salary by contribution assumption: employee only about $703,919 at 4% or $469,279 at 6%; with 50% employer match about $469,279 at 4% or $312,853 at 6%; with 100% employer match about $351,959 at 4% or $234,640 at 6%.
Case Slattery Wealth Partners 401K Plan-4$566,818$112,627$28,157iApproximate average salary by contribution assumption: employee only about $703,919 at 4% or $469,279 at 6%; with 50% employer match about $469,279 at 4% or $312,853 at 6%; with 100% employer match about $351,959 at 4% or $234,640 at 6%.
201114$403,249$116,262$29,066iApproximate average salary by contribution assumption: employee only about $726,638 at 4% or $484,425 at 6%; with 50% employer match about $484,425 at 4% or $322,950 at 6%; with 100% employer match about $363,319 at 4% or $242,213 at 6%.
Case Slattery Wealth Partners 401K Plan-4$403,249$116,262$29,066iApproximate average salary by contribution assumption: employee only about $726,638 at 4% or $484,425 at 6%; with 50% employer match about $484,425 at 4% or $322,950 at 6%; with 100% employer match about $363,319 at 4% or $242,213 at 6%.
201014$308,318$70,414$17,604iApproximate average salary by contribution assumption: employee only about $440,088 at 4% or $293,392 at 6%; with 50% employer match about $293,392 at 4% or $195,594 at 6%; with 100% employer match about $220,044 at 4% or $146,696 at 6%.
Case Slattery Wealth Partners 401K Plan-4$308,318$70,414$17,604iApproximate average salary by contribution assumption: employee only about $440,088 at 4% or $293,392 at 6%; with 50% employer match about $293,392 at 4% or $195,594 at 6%; with 100% employer match about $220,044 at 4% or $146,696 at 6%.
200914$209,398$63,588$15,897iApproximate average salary by contribution assumption: employee only about $397,425 at 4% or $264,950 at 6%; with 50% employer match about $264,950 at 4% or $176,633 at 6%; with 100% employer match about $198,713 at 4% or $132,475 at 6%.
Case Slattery Wealth Partners 401K Plan-4$209,398$63,588$15,897iApproximate average salary by contribution assumption: employee only about $397,425 at 4% or $264,950 at 6%; with 50% employer match about $264,950 at 4% or $176,633 at 6%; with 100% employer match about $198,713 at 4% or $132,475 at 6%.
200814$102,002$67,082$16,771iApproximate average salary by contribution assumption: employee only about $419,263 at 4% or $279,508 at 6%; with 50% employer match about $279,508 at 4% or $186,339 at 6%; with 100% employer match about $209,631 at 4% or $139,754 at 6%.
Case Slattery Wealth Partners 401K Plan-4$102,002$67,082$16,771iApproximate average salary by contribution assumption: employee only about $419,263 at 4% or $279,508 at 6%; with 50% employer match about $279,508 at 4% or $186,339 at 6%; with 100% employer match about $209,631 at 4% or $139,754 at 6%.
200713$71,517$70,590$23,530iApproximate average salary by contribution assumption: employee only about $588,250 at 4% or $392,167 at 6%; with 50% employer match about $392,167 at 4% or $261,444 at 6%; with 100% employer match about $294,125 at 4% or $196,083 at 6%.
Case Slattery Wealth Partners 401K Plan-3$71,517$70,590$23,530iApproximate average salary by contribution assumption: employee only about $588,250 at 4% or $392,167 at 6%; with 50% employer match about $392,167 at 4% or $261,444 at 6%; with 100% employer match about $294,125 at 4% or $196,083 at 6%.