Civic Intelligence

Wisdom & Wealth Solutions LLC

Plan context: Wisdom & Wealth Solutions LLC 401(K) P/S Plan

EIN 47-2687350 • Raleigh, NC • 11 filings • 3 plans

5904 Six Forks Rd Ste 201Raleigh, NC 27609
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$1,886,952

2024 Contributions

$270,103

Historical Graphs

Total Assets Over Time

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

$1,886,952$943,476$0201420192023YearValue
$1,886,952Latest year 2023

Participants Over Time

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

1050201420192023YearValue
10Latest year 2023

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
202410$0$270,103-
Wisdom & Wealth Solutions LLC 401(K) P/S Plan-0-$270,103-
2023110$1,886,952$136,725$13,673iApproximate average salary by contribution assumption: employee only about $341,813 at 4% or $227,875 at 6%; with 50% employer match about $227,875 at 4% or $151,917 at 6%; with 100% employer match about $170,906 at 4% or $113,938 at 6%.
Wisdom & Wealth Solutions LLC 401(K) P/S Plan-10$1,886,952$136,725$13,673iApproximate average salary by contribution assumption: employee only about $341,813 at 4% or $227,875 at 6%; with 50% employer match about $227,875 at 4% or $151,917 at 6%; with 100% employer match about $170,906 at 4% or $113,938 at 6%.
2022110$1,655,368$218,001$21,800iApproximate average salary by contribution assumption: employee only about $545,003 at 4% or $363,335 at 6%; with 50% employer match about $363,335 at 4% or $242,223 at 6%; with 100% employer match about $272,501 at 4% or $181,668 at 6%.
Wisdom & Wealth Solutions LLC 401(K) P/S Plan-10$1,655,368$218,001$21,800iApproximate average salary by contribution assumption: employee only about $545,003 at 4% or $363,335 at 6%; with 50% employer match about $363,335 at 4% or $242,223 at 6%; with 100% employer match about $272,501 at 4% or $181,668 at 6%.
202117$1,757,802$180,043$25,720iApproximate average salary by contribution assumption: employee only about $643,011 at 4% or $428,674 at 6%; with 50% employer match about $428,674 at 4% or $285,783 at 6%; with 100% employer match about $321,505 at 4% or $214,337 at 6%.
Wisdom & Wealth Solutions LLC 401(K) P/S Plan-7$1,757,802$180,043$25,720iApproximate average salary by contribution assumption: employee only about $643,011 at 4% or $428,674 at 6%; with 50% employer match about $428,674 at 4% or $285,783 at 6%; with 100% employer match about $321,505 at 4% or $214,337 at 6%.
202018$1,685,485$204,934$25,617iApproximate average salary by contribution assumption: employee only about $640,419 at 4% or $426,946 at 6%; with 50% employer match about $426,946 at 4% or $284,631 at 6%; with 100% employer match about $320,209 at 4% or $213,473 at 6%.
Wisdom & Wealth Solutions LLC 401(K) P/S Plan-8$1,685,485$204,934$25,617iApproximate average salary by contribution assumption: employee only about $640,419 at 4% or $426,946 at 6%; with 50% employer match about $426,946 at 4% or $284,631 at 6%; with 100% employer match about $320,209 at 4% or $213,473 at 6%.
201919$1,401,867$189,988$21,110iApproximate average salary by contribution assumption: employee only about $527,744 at 4% or $351,830 at 6%; with 50% employer match about $351,830 at 4% or $234,553 at 6%; with 100% employer match about $263,872 at 4% or $175,915 at 6%.
Wisdom & Wealth Solutions LLC 401(K) P/S Plan-9$1,401,867$189,988$21,110iApproximate average salary by contribution assumption: employee only about $527,744 at 4% or $351,830 at 6%; with 50% employer match about $351,830 at 4% or $234,553 at 6%; with 100% employer match about $263,872 at 4% or $175,915 at 6%.
201819$1,131,835$169,970$18,886iApproximate average salary by contribution assumption: employee only about $472,139 at 4% or $314,759 at 6%; with 50% employer match about $314,759 at 4% or $209,840 at 6%; with 100% employer match about $236,069 at 4% or $157,380 at 6%.
Wisdom & Wealth Solutions LLC 401(K) P/S Plan-9$1,131,835$169,970$18,886iApproximate average salary by contribution assumption: employee only about $472,139 at 4% or $314,759 at 6%; with 50% employer match about $314,759 at 4% or $209,840 at 6%; with 100% employer match about $236,069 at 4% or $157,380 at 6%.
201717$1,162,616$116,346$16,621iApproximate average salary by contribution assumption: employee only about $415,521 at 4% or $277,014 at 6%; with 50% employer match about $277,014 at 4% or $184,676 at 6%; with 100% employer match about $207,761 at 4% or $138,507 at 6%.
Wisdom & Wealth Solutions LLC 401(K) P/S Plan-7$1,162,616$116,346$16,621iApproximate average salary by contribution assumption: employee only about $415,521 at 4% or $277,014 at 6%; with 50% employer match about $277,014 at 4% or $184,676 at 6%; with 100% employer match about $207,761 at 4% or $138,507 at 6%.
201617$962,477$172,118$24,588iApproximate average salary by contribution assumption: employee only about $614,707 at 4% or $409,805 at 6%; with 50% employer match about $409,805 at 4% or $273,203 at 6%; with 100% employer match about $307,354 at 4% or $204,902 at 6%.
Wisdom & Wealth Solutions LLC 401(K) P/S Plan-7$962,477$172,118$24,588iApproximate average salary by contribution assumption: employee only about $614,707 at 4% or $409,805 at 6%; with 50% employer match about $409,805 at 4% or $273,203 at 6%; with 100% employer match about $307,354 at 4% or $204,902 at 6%.
201518$881,957$126,535$15,817iApproximate average salary by contribution assumption: employee only about $395,422 at 4% or $263,615 at 6%; with 50% employer match about $263,615 at 4% or $175,743 at 6%; with 100% employer match about $197,711 at 4% or $131,807 at 6%.
Wisdom & Wealth Solutions LLC 401(K) P/S Plan-8$881,957$126,535$15,817iApproximate average salary by contribution assumption: employee only about $395,422 at 4% or $263,615 at 6%; with 50% employer match about $263,615 at 4% or $175,743 at 6%; with 100% employer match about $197,711 at 4% or $131,807 at 6%.
201416$776,396$106,209$17,702iApproximate average salary by contribution assumption: employee only about $442,538 at 4% or $295,025 at 6%; with 50% employer match about $295,025 at 4% or $196,683 at 6%; with 100% employer match about $221,269 at 4% or $147,513 at 6%.
Wisdom & Wealth Solutions LLC 401(K) P/S Plan-6$776,396$106,209$17,702iApproximate average salary by contribution assumption: employee only about $442,538 at 4% or $295,025 at 6%; with 50% employer match about $295,025 at 4% or $196,683 at 6%; with 100% employer match about $221,269 at 4% or $147,513 at 6%.