Civic Intelligence

Wealth Management Advisors

Plan context: Wealth Management Advisors Retirement Savings Plan

EIN 48-1132247 • Leawood, KS • 17 filings • 3 plans

4000 W. 114th Street, Suite 160Leawood, KS 66211
Current Snapshot

Latest Year

2019

2019 Participants

6

2019 Assets

$3,248,083

2019 Contributions

$216,499

Historical Graphs

Total Assets Over Time

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

$3,388,155$1,694,078$0200520122019YearValue
$3,248,083Latest year 2019

Participants Over Time

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

840200520122019YearValue
6Latest 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
201926$3,248,083$216,499$36,083iApproximate average salary by contribution assumption: employee only about $902,079 at 4% or $601,386 at 6%; with 50% employer match about $601,386 at 4% or $400,924 at 6%; with 100% employer match about $451,040 at 4% or $300,693 at 6%.
Wealth Management Advisors Retirement Savings Plan-6$3,248,083$144,502$24,084iApproximate average salary by contribution assumption: employee only about $602,092 at 4% or $401,394 at 6%; with 50% employer match about $401,394 at 4% or $267,596 at 6%; with 100% employer match about $301,046 at 4% or $200,697 at 6%.
Wealth Management Advisors Retirement Savings Plan-0$0$71,997-
201816$2,752,565$141,189$23,532iApproximate average salary by contribution assumption: employee only about $588,288 at 4% or $392,192 at 6%; with 50% employer match about $392,192 at 4% or $261,461 at 6%; with 100% employer match about $294,144 at 4% or $196,096 at 6%.
Wealth Management Advisors Retirement Savings Plan-6$2,752,565$141,189$23,532iApproximate average salary by contribution assumption: employee only about $588,288 at 4% or $392,192 at 6%; with 50% employer match about $392,192 at 4% or $261,461 at 6%; with 100% employer match about $294,144 at 4% or $196,096 at 6%.
201716$2,762,746$137,006$22,834iApproximate average salary by contribution assumption: employee only about $570,858 at 4% or $380,572 at 6%; with 50% employer match about $380,572 at 4% or $253,715 at 6%; with 100% employer match about $285,429 at 4% or $190,286 at 6%.
Wealth Management Advisors Retirement Savings Plan-6$2,762,746$137,006$22,834iApproximate average salary by contribution assumption: employee only about $570,858 at 4% or $380,572 at 6%; with 50% employer match about $380,572 at 4% or $253,715 at 6%; with 100% employer match about $285,429 at 4% or $190,286 at 6%.
201616$2,343,983$139,195$23,199iApproximate average salary by contribution assumption: employee only about $579,979 at 4% or $386,653 at 6%; with 50% employer match about $386,653 at 4% or $257,769 at 6%; with 100% employer match about $289,990 at 4% or $193,326 at 6%.
Wealth Management Advisors Retirement Savings Plan-6$2,343,983$139,195$23,199iApproximate average salary by contribution assumption: employee only about $579,979 at 4% or $386,653 at 6%; with 50% employer match about $386,653 at 4% or $257,769 at 6%; with 100% employer match about $289,990 at 4% or $193,326 at 6%.
201516$2,326,453$130,421$21,737iApproximate average salary by contribution assumption: employee only about $543,421 at 4% or $362,281 at 6%; with 50% employer match about $362,281 at 4% or $241,520 at 6%; with 100% employer match about $271,710 at 4% or $181,140 at 6%.
Wealth Management Advisors Retirement Savings Plan-6$2,326,453$130,421$21,737iApproximate average salary by contribution assumption: employee only about $543,421 at 4% or $362,281 at 6%; with 50% employer match about $362,281 at 4% or $241,520 at 6%; with 100% employer match about $271,710 at 4% or $181,140 at 6%.
201417$3,044,010$124,793$17,828iApproximate average salary by contribution assumption: employee only about $445,689 at 4% or $297,126 at 6%; with 50% employer match about $297,126 at 4% or $198,084 at 6%; with 100% employer match about $222,845 at 4% or $148,563 at 6%.
Wealth Management Advisors Retirement Savings Plan-7$3,044,010$124,793$17,828iApproximate average salary by contribution assumption: employee only about $445,689 at 4% or $297,126 at 6%; with 50% employer match about $297,126 at 4% or $198,084 at 6%; with 100% employer match about $222,845 at 4% or $148,563 at 6%.
201317$2,926,341$147,829$21,118iApproximate average salary by contribution assumption: employee only about $527,961 at 4% or $351,974 at 6%; with 50% employer match about $351,974 at 4% or $234,649 at 6%; with 100% employer match about $263,980 at 4% or $175,987 at 6%.
Wealth Management Advisors Retirement Savings Plan-7$2,926,341$147,829$21,118iApproximate average salary by contribution assumption: employee only about $527,961 at 4% or $351,974 at 6%; with 50% employer match about $351,974 at 4% or $234,649 at 6%; with 100% employer match about $263,980 at 4% or $175,987 at 6%.
201218$3,388,155$169,994$21,249iApproximate average salary by contribution assumption: employee only about $531,231 at 4% or $354,154 at 6%; with 50% employer match about $354,154 at 4% or $236,103 at 6%; with 100% employer match about $265,616 at 4% or $177,077 at 6%.
Wealth Management Advisors Retirement Savings Plan-8$3,388,155$169,994$21,249iApproximate average salary by contribution assumption: employee only about $531,231 at 4% or $354,154 at 6%; with 50% employer match about $354,154 at 4% or $236,103 at 6%; with 100% employer match about $265,616 at 4% or $177,077 at 6%.
201117$2,890,431$151,268$21,610iApproximate average salary by contribution assumption: employee only about $540,243 at 4% or $360,162 at 6%; with 50% employer match about $360,162 at 4% or $240,108 at 6%; with 100% employer match about $270,121 at 4% or $180,081 at 6%.
Wealth Management Advisors Retirement Savings Plan-7$2,890,431$151,268$21,610iApproximate average salary by contribution assumption: employee only about $540,243 at 4% or $360,162 at 6%; with 50% employer match about $360,162 at 4% or $240,108 at 6%; with 100% employer match about $270,121 at 4% or $180,081 at 6%.
201017$2,755,792$156,845$22,406iApproximate average salary by contribution assumption: employee only about $560,161 at 4% or $373,440 at 6%; with 50% employer match about $373,440 at 4% or $248,960 at 6%; with 100% employer match about $280,080 at 4% or $186,720 at 6%.
Wealth Management Advisors Retirement Savings Plan-7$2,755,792$156,845$22,406iApproximate average salary by contribution assumption: employee only about $560,161 at 4% or $373,440 at 6%; with 50% employer match about $373,440 at 4% or $248,960 at 6%; with 100% employer match about $280,080 at 4% or $186,720 at 6%.
200917$2,337,662$145,393$20,770iApproximate average salary by contribution assumption: employee only about $519,261 at 4% or $346,174 at 6%; with 50% employer match about $346,174 at 4% or $230,783 at 6%; with 100% employer match about $259,630 at 4% or $173,087 at 6%.
Wealth Management Advisors Retirement Savings Plan-7$2,337,662$145,393$20,770iApproximate average salary by contribution assumption: employee only about $519,261 at 4% or $346,174 at 6%; with 50% employer match about $346,174 at 4% or $230,783 at 6%; with 100% employer match about $259,630 at 4% or $173,087 at 6%.
200817$1,830,178$413,255$59,036iApproximate average salary by contribution assumption: employee only about $1,475,911 at 4% or $983,940 at 6%; with 50% employer match about $983,940 at 4% or $655,960 at 6%; with 100% employer match about $737,955 at 4% or $491,970 at 6%.
Wealth Management Advisors Retirement Savings Plan-7$1,830,178$413,255$59,036iApproximate average salary by contribution assumption: employee only about $1,475,911 at 4% or $983,940 at 6%; with 50% employer match about $983,940 at 4% or $655,960 at 6%; with 100% employer match about $737,955 at 4% or $491,970 at 6%.
200715$1,990,656$113,538$22,708iApproximate average salary by contribution assumption: employee only about $567,690 at 4% or $378,460 at 6%; with 50% employer match about $378,460 at 4% or $252,307 at 6%; with 100% employer match about $283,845 at 4% or $189,230 at 6%.
Wealth Management Advisors Retirement Savings Plan-5$1,990,656$113,538$22,708iApproximate average salary by contribution assumption: employee only about $567,690 at 4% or $378,460 at 6%; with 50% employer match about $378,460 at 4% or $252,307 at 6%; with 100% employer match about $283,845 at 4% or $189,230 at 6%.
200615$1,985,492$114,894$22,979iApproximate average salary by contribution assumption: employee only about $574,470 at 4% or $382,980 at 6%; with 50% employer match about $382,980 at 4% or $255,320 at 6%; with 100% employer match about $287,235 at 4% or $191,490 at 6%.
Wealth Management Advisors Retirement Savings Plan-5$1,985,492$114,894$22,979iApproximate average salary by contribution assumption: employee only about $574,470 at 4% or $382,980 at 6%; with 50% employer match about $382,980 at 4% or $255,320 at 6%; with 100% employer match about $287,235 at 4% or $191,490 at 6%.
200516$1,635,402$1,521,133$253,522iApproximate average salary by contribution assumption: employee only about $6,338,054 at 4% or $4,225,369 at 6%; with 50% employer match about $4,225,369 at 4% or $2,816,913 at 6%; with 100% employer match about $3,169,027 at 4% or $2,112,685 at 6%.
Wealth Management Advisors Retirement Savings Plan-6$1,635,402$1,521,133$253,522iApproximate average salary by contribution assumption: employee only about $6,338,054 at 4% or $4,225,369 at 6%; with 50% employer match about $4,225,369 at 4% or $2,816,913 at 6%; with 100% employer match about $3,169,027 at 4% or $2,112,685 at 6%.
200110$0$0-
WEALTH MANAGEMENT ADVISORS, INC CAFETERIA PLAN-0---
Wealth Management Advisors | EIN 48-1132247 | 2019 Form 5500 Company Profile