Civic Intelligence

Wealth Quest Partners Inc.

Plan context: Wealth Quest Partners

EIN 47-1838120 • San Diego, CA • 7 filings • 1 plans

13865 Freeport RdSan Diego, CA 92129-3206
Current Snapshot

Latest Year

2021

2021 Participants

4

2021 Assets

$506,448

2021 Contributions

$57,422

Historical Graphs

Total Assets Over Time

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

$506,448$253,224$0201520182020YearValue
$506,448Latest year 2020

Participants Over Time

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

630201520182020YearValue
4Latest 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
202110$0$57,422-
Wealth Quest Partners-0$0$57,422-
202014$506,448$74,395$18,599iApproximate average salary by contribution assumption: employee only about $464,969 at 4% or $309,979 at 6%; with 50% employer match about $309,979 at 4% or $206,653 at 6%; with 100% employer match about $232,484 at 4% or $154,990 at 6%.
Wealth Quest Partners-4$506,448$74,395$18,599iApproximate average salary by contribution assumption: employee only about $464,969 at 4% or $309,979 at 6%; with 50% employer match about $309,979 at 4% or $206,653 at 6%; with 100% employer match about $232,484 at 4% or $154,990 at 6%.
201914$395,572$74,145$18,536iApproximate average salary by contribution assumption: employee only about $463,406 at 4% or $308,938 at 6%; with 50% employer match about $308,938 at 4% or $205,958 at 6%; with 100% employer match about $231,703 at 4% or $154,469 at 6%.
Wealth Quest Partners-4$395,572$74,145$18,536iApproximate average salary by contribution assumption: employee only about $463,406 at 4% or $308,938 at 6%; with 50% employer match about $308,938 at 4% or $205,958 at 6%; with 100% employer match about $231,703 at 4% or $154,469 at 6%.
201815$286,952$86,321$17,264iApproximate average salary by contribution assumption: employee only about $431,605 at 4% or $287,737 at 6%; with 50% employer match about $287,737 at 4% or $191,824 at 6%; with 100% employer match about $215,803 at 4% or $143,868 at 6%.
Wealth Quest Partners-5$286,952$86,321$17,264iApproximate average salary by contribution assumption: employee only about $431,605 at 4% or $287,737 at 6%; with 50% employer match about $287,737 at 4% or $191,824 at 6%; with 100% employer match about $215,803 at 4% or $143,868 at 6%.
201715$341,316$105,252$21,050iApproximate average salary by contribution assumption: employee only about $526,260 at 4% or $350,840 at 6%; with 50% employer match about $350,840 at 4% or $233,893 at 6%; with 100% employer match about $263,130 at 4% or $175,420 at 6%.
Wealth Quest Partners-5$341,316$105,252$21,050iApproximate average salary by contribution assumption: employee only about $526,260 at 4% or $350,840 at 6%; with 50% employer match about $350,840 at 4% or $233,893 at 6%; with 100% employer match about $263,130 at 4% or $175,420 at 6%.
201616$204,889$97,497$16,250iApproximate average salary by contribution assumption: employee only about $406,238 at 4% or $270,825 at 6%; with 50% employer match about $270,825 at 4% or $180,550 at 6%; with 100% employer match about $203,119 at 4% or $135,413 at 6%.
Wealth Quest Partners-6$204,889$97,497$16,250iApproximate average salary by contribution assumption: employee only about $406,238 at 4% or $270,825 at 6%; with 50% employer match about $270,825 at 4% or $180,550 at 6%; with 100% employer match about $203,119 at 4% or $135,413 at 6%.
201515$96,357$95,475$19,095iApproximate average salary by contribution assumption: employee only about $477,375 at 4% or $318,250 at 6%; with 50% employer match about $318,250 at 4% or $212,167 at 6%; with 100% employer match about $238,688 at 4% or $159,125 at 6%.
Wealth Quest Partners-5$96,357$95,475$19,095iApproximate average salary by contribution assumption: employee only about $477,375 at 4% or $318,250 at 6%; with 50% employer match about $318,250 at 4% or $212,167 at 6%; with 100% employer match about $238,688 at 4% or $159,125 at 6%.