Civic Intelligence

Wealth Partners Inc.

Plan context: Wealth Partners Inc. 401K Safe Harbor Plan

EIN 47-0818007 • Omaha, NE • 18 filings • 5 plans

11819 Miracle Hills DriveSuite 101Omaha, NE 68154
Current Snapshot

Latest Year

2020

2020 Participants

11

2020 Assets

$1,271,010

2020 Contributions

$41,568

Historical Graphs

Total Assets Over Time

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

$1,271,010$635,505$0200320122020YearValue
$1,271,010Latest year 2020

Participants Over Time

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

1160200320122020YearValue
11Latest year 2020

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
2020111$1,271,010$41,568$3,779iApproximate average salary by contribution assumption: employee only about $94,473 at 4% or $62,982 at 6%; with 50% employer match about $62,982 at 4% or $41,988 at 6%; with 100% employer match about $47,236 at 4% or $31,491 at 6%.
Wealth Partners Inc. 401K Safe Harbor Plan-11$1,271,010$41,568$3,779iApproximate average salary by contribution assumption: employee only about $94,473 at 4% or $62,982 at 6%; with 50% employer match about $62,982 at 4% or $41,988 at 6%; with 100% employer match about $47,236 at 4% or $31,491 at 6%.
2019110$1,050,037$196,256$19,626iApproximate average salary by contribution assumption: employee only about $490,640 at 4% or $327,093 at 6%; with 50% employer match about $327,093 at 4% or $218,062 at 6%; with 100% employer match about $245,320 at 4% or $163,547 at 6%.
Wealth Partners Inc. 401K Safe Harbor Plan-10$1,050,037$196,256$19,626iApproximate average salary by contribution assumption: employee only about $490,640 at 4% or $327,093 at 6%; with 50% employer match about $327,093 at 4% or $218,062 at 6%; with 100% employer match about $245,320 at 4% or $163,547 at 6%.
201817$771,242$24,761$3,537iApproximate average salary by contribution assumption: employee only about $88,432 at 4% or $58,955 at 6%; with 50% employer match about $58,955 at 4% or $39,303 at 6%; with 100% employer match about $44,216 at 4% or $29,477 at 6%.
Wealth Partners Inc. 401K Safe Harbor Plan-7$771,242$24,761$3,537iApproximate average salary by contribution assumption: employee only about $88,432 at 4% or $58,955 at 6%; with 50% employer match about $58,955 at 4% or $39,303 at 6%; with 100% employer match about $44,216 at 4% or $29,477 at 6%.
201717$868,648$20,202$2,886iApproximate average salary by contribution assumption: employee only about $72,150 at 4% or $48,100 at 6%; with 50% employer match about $48,100 at 4% or $32,067 at 6%; with 100% employer match about $36,075 at 4% or $24,050 at 6%.
Wealth Partners Inc. 401K Safe Harbor Plan-7$868,648$20,202$2,886iApproximate average salary by contribution assumption: employee only about $72,150 at 4% or $48,100 at 6%; with 50% employer match about $48,100 at 4% or $32,067 at 6%; with 100% employer match about $36,075 at 4% or $24,050 at 6%.
201617$727,133$20,943$2,992iApproximate average salary by contribution assumption: employee only about $74,796 at 4% or $49,864 at 6%; with 50% employer match about $49,864 at 4% or $33,243 at 6%; with 100% employer match about $37,398 at 4% or $24,932 at 6%.
Wealth Partners Inc. 401K Safe Harbor Plan-7$727,133$20,943$2,992iApproximate average salary by contribution assumption: employee only about $74,796 at 4% or $49,864 at 6%; with 50% employer match about $49,864 at 4% or $33,243 at 6%; with 100% employer match about $37,398 at 4% or $24,932 at 6%.
201515$655,769$8,450$1,690iApproximate average salary by contribution assumption: employee only about $42,250 at 4% or $28,167 at 6%; with 50% employer match about $28,167 at 4% or $18,778 at 6%; with 100% employer match about $21,125 at 4% or $14,083 at 6%.
Wealth Partners Inc. 401K Safe Harbor Plan-5$655,769$8,450$1,690iApproximate average salary by contribution assumption: employee only about $42,250 at 4% or $28,167 at 6%; with 50% employer match about $28,167 at 4% or $18,778 at 6%; with 100% employer match about $21,125 at 4% or $14,083 at 6%.
201415$657,190$8,333$1,667iApproximate average salary by contribution assumption: employee only about $41,665 at 4% or $27,777 at 6%; with 50% employer match about $27,777 at 4% or $18,518 at 6%; with 100% employer match about $20,833 at 4% or $13,888 at 6%.
Wealth Partners Inc. 401K Safe Harbor Plan-5$657,190$8,333$1,667iApproximate average salary by contribution assumption: employee only about $41,665 at 4% or $27,777 at 6%; with 50% employer match about $27,777 at 4% or $18,518 at 6%; with 100% employer match about $20,833 at 4% or $13,888 at 6%.
201315$627,869$10,312$2,062iApproximate average salary by contribution assumption: employee only about $51,560 at 4% or $34,373 at 6%; with 50% employer match about $34,373 at 4% or $22,916 at 6%; with 100% employer match about $25,780 at 4% or $17,187 at 6%.
Wealth Partners Inc. 401K Safe Harbor Plan-5$627,869$10,312$2,062iApproximate average salary by contribution assumption: employee only about $51,560 at 4% or $34,373 at 6%; with 50% employer match about $34,373 at 4% or $22,916 at 6%; with 100% employer match about $25,780 at 4% or $17,187 at 6%.
201216$541,163$10,153$1,692iApproximate average salary by contribution assumption: employee only about $42,304 at 4% or $28,203 at 6%; with 50% employer match about $28,203 at 4% or $18,802 at 6%; with 100% employer match about $21,152 at 4% or $14,101 at 6%.
Wealth Partners Inc. 401K Safe Harbor Plan-6$541,163$10,153$1,692iApproximate average salary by contribution assumption: employee only about $42,304 at 4% or $28,203 at 6%; with 50% employer match about $28,203 at 4% or $18,802 at 6%; with 100% employer match about $21,152 at 4% or $14,101 at 6%.
201115$469,488$22,776$4,555iApproximate average salary by contribution assumption: employee only about $113,880 at 4% or $75,920 at 6%; with 50% employer match about $75,920 at 4% or $50,613 at 6%; with 100% employer match about $56,940 at 4% or $37,960 at 6%.
Wealth Partners Inc. 401K Safe Harbor Plan-5$469,488$22,776$4,555iApproximate average salary by contribution assumption: employee only about $113,880 at 4% or $75,920 at 6%; with 50% employer match about $75,920 at 4% or $50,613 at 6%; with 100% employer match about $56,940 at 4% or $37,960 at 6%.
201015$465,626$46,899$9,380iApproximate average salary by contribution assumption: employee only about $234,495 at 4% or $156,330 at 6%; with 50% employer match about $156,330 at 4% or $104,220 at 6%; with 100% employer match about $117,247 at 4% or $78,165 at 6%.
Wealth Partners Inc. 401K Safe Harbor Plan-5$465,626$46,899$9,380iApproximate average salary by contribution assumption: employee only about $234,495 at 4% or $156,330 at 6%; with 50% employer match about $156,330 at 4% or $104,220 at 6%; with 100% employer match about $117,247 at 4% or $78,165 at 6%.
200916$367,323$49,432$8,239iApproximate average salary by contribution assumption: employee only about $205,967 at 4% or $137,311 at 6%; with 50% employer match about $137,311 at 4% or $91,541 at 6%; with 100% employer match about $102,983 at 4% or $68,656 at 6%.
Wealth Partners Inc. 401K Safe Harbor Plan-6$367,323$49,432$8,239iApproximate average salary by contribution assumption: employee only about $205,967 at 4% or $137,311 at 6%; with 50% employer match about $137,311 at 4% or $91,541 at 6%; with 100% employer match about $102,983 at 4% or $68,656 at 6%.
200815$282,991$53,020$10,604iApproximate average salary by contribution assumption: employee only about $265,100 at 4% or $176,733 at 6%; with 50% employer match about $176,733 at 4% or $117,822 at 6%; with 100% employer match about $132,550 at 4% or $88,367 at 6%.
Wealth Partners Inc. 401K Safe Harbor Plan-5$282,991$53,020$10,604iApproximate average salary by contribution assumption: employee only about $265,100 at 4% or $176,733 at 6%; with 50% employer match about $176,733 at 4% or $117,822 at 6%; with 100% employer match about $132,550 at 4% or $88,367 at 6%.
200715$370,307$82,033$16,407iApproximate average salary by contribution assumption: employee only about $410,165 at 4% or $273,443 at 6%; with 50% employer match about $273,443 at 4% or $182,296 at 6%; with 100% employer match about $205,082 at 4% or $136,722 at 6%.
Wealth Partners Inc. 401K Safe Harbor Plan-5$370,307$82,033$16,407iApproximate average salary by contribution assumption: employee only about $410,165 at 4% or $273,443 at 6%; with 50% employer match about $273,443 at 4% or $182,296 at 6%; with 100% employer match about $205,082 at 4% or $136,722 at 6%.
200615$270,670$76,085$15,217iApproximate average salary by contribution assumption: employee only about $380,425 at 4% or $253,617 at 6%; with 50% employer match about $253,617 at 4% or $169,078 at 6%; with 100% employer match about $190,213 at 4% or $126,808 at 6%.
Wealth Partners Inc. 401K Safe Harbor Plan-5$270,670$76,085$15,217iApproximate average salary by contribution assumption: employee only about $380,425 at 4% or $253,617 at 6%; with 50% employer match about $253,617 at 4% or $169,078 at 6%; with 100% employer match about $190,213 at 4% or $126,808 at 6%.
200514$188,978$64,594$16,149iApproximate average salary by contribution assumption: employee only about $403,713 at 4% or $269,142 at 6%; with 50% employer match about $269,142 at 4% or $179,428 at 6%; with 100% employer match about $201,856 at 4% or $134,571 at 6%.
Wealth Partners Inc. 401K Safe Harbor Plan-4$188,978$64,594$16,149iApproximate average salary by contribution assumption: employee only about $403,713 at 4% or $269,142 at 6%; with 50% employer match about $269,142 at 4% or $179,428 at 6%; with 100% employer match about $201,856 at 4% or $134,571 at 6%.
200413$136,368$43,472$14,491iApproximate average salary by contribution assumption: employee only about $362,267 at 4% or $241,511 at 6%; with 50% employer match about $241,511 at 4% or $161,007 at 6%; with 100% employer match about $181,133 at 4% or $120,756 at 6%.
Wealth Partners Inc. 401K Safe Harbor Plan-3$136,368$43,472$14,491iApproximate average salary by contribution assumption: employee only about $362,267 at 4% or $241,511 at 6%; with 50% employer match about $241,511 at 4% or $161,007 at 6%; with 100% employer match about $181,133 at 4% or $120,756 at 6%.
200317$148,960$111,585$15,941iApproximate average salary by contribution assumption: employee only about $398,518 at 4% or $265,679 at 6%; with 50% employer match about $265,679 at 4% or $177,119 at 6%; with 100% employer match about $199,259 at 4% or $132,839 at 6%.
Wealth Partners Inc. 401K Safe Harbor Plan-7$148,960$111,585$15,941iApproximate average salary by contribution assumption: employee only about $398,518 at 4% or $265,679 at 6%; with 50% employer match about $265,679 at 4% or $177,119 at 6%; with 100% employer match about $199,259 at 4% or $132,839 at 6%.