Civic Intelligence

Wagner Citron Management Corp.

Plan context: Wbh Advisory Inc. 401(K) Rate Group Profit Sharing Plan and Trust

EIN 52-1470972 • Pikesville, MD • 30 filings • 9 plans

1829 Reisterstown Road, Suite 225Pikesville, MD 21208
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$6,693,039

2024 Contributions

$1,288,019

Historical Graphs

Total Assets Over Time

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

$6,693,039$3,346,520$0199920132024YearValue
$6,693,039Latest year 2024

Participants Over Time

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

1580199920132024YearValue
15Latest year 2024

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
2024115$6,693,039$1,288,019$85,868iApproximate average salary by contribution assumption: employee only about $2,146,698 at 4% or $1,431,132 at 6%; with 50% employer match about $1,431,132 at 4% or $954,088 at 6%; with 100% employer match about $1,073,349 at 4% or $715,566 at 6%.
Wbh Advisory Inc. 401(K) Rate Group Profit Sharing Plan and Trust-15$6,693,039$1,288,019$85,868iApproximate average salary by contribution assumption: employee only about $2,146,698 at 4% or $1,431,132 at 6%; with 50% employer match about $1,431,132 at 4% or $954,088 at 6%; with 100% employer match about $1,073,349 at 4% or $715,566 at 6%.
2023114$4,639,408$338,473$24,177iApproximate average salary by contribution assumption: employee only about $604,416 at 4% or $402,944 at 6%; with 50% employer match about $402,944 at 4% or $268,629 at 6%; with 100% employer match about $302,208 at 4% or $201,472 at 6%.
Wbh Advisory Inc. 401(K) Rate Group Profit Sharing Plan and Trust-14$4,639,408$338,473$24,177iApproximate average salary by contribution assumption: employee only about $604,416 at 4% or $402,944 at 6%; with 50% employer match about $402,944 at 4% or $268,629 at 6%; with 100% employer match about $302,208 at 4% or $201,472 at 6%.
2022113$4,109,706$1,479,860$113,835iApproximate average salary by contribution assumption: employee only about $2,845,885 at 4% or $1,897,256 at 6%; with 50% employer match about $1,897,256 at 4% or $1,264,838 at 6%; with 100% employer match about $1,422,942 at 4% or $948,628 at 6%.
Wbh Advisory Inc. 401(K) Rate Group Profit Sharing Plan and Trust-13$4,109,706$1,479,860$113,835iApproximate average salary by contribution assumption: employee only about $2,845,885 at 4% or $1,897,256 at 6%; with 50% employer match about $1,897,256 at 4% or $1,264,838 at 6%; with 100% employer match about $1,422,942 at 4% or $948,628 at 6%.
2021111$3,230,002$328,184$29,835iApproximate average salary by contribution assumption: employee only about $745,873 at 4% or $497,248 at 6%; with 50% employer match about $497,248 at 4% or $331,499 at 6%; with 100% employer match about $372,936 at 4% or $248,624 at 6%.
Wbh Advisory Inc. 401(K) Rate Group Profit Sharing Plan and Trust-11$3,230,002$328,184$29,835iApproximate average salary by contribution assumption: employee only about $745,873 at 4% or $497,248 at 6%; with 50% employer match about $497,248 at 4% or $331,499 at 6%; with 100% employer match about $372,936 at 4% or $248,624 at 6%.
202019$2,531,707$289,796$32,200iApproximate average salary by contribution assumption: employee only about $804,989 at 4% or $536,659 at 6%; with 50% employer match about $536,659 at 4% or $357,773 at 6%; with 100% employer match about $402,494 at 4% or $268,330 at 6%.
Wbh Advisory Inc. 401(K) Rate Group Profit Sharing Plan and Trust-9$2,531,707$289,796$32,200iApproximate average salary by contribution assumption: employee only about $804,989 at 4% or $536,659 at 6%; with 50% employer match about $536,659 at 4% or $357,773 at 6%; with 100% employer match about $402,494 at 4% or $268,330 at 6%.
201918$1,896,144$247,570$30,946iApproximate average salary by contribution assumption: employee only about $773,656 at 4% or $515,771 at 6%; with 50% employer match about $515,771 at 4% or $343,847 at 6%; with 100% employer match about $386,828 at 4% or $257,885 at 6%.
Wbh Advisory Inc. 401(K) Rate Group Profit Sharing Plan and Trust-8$1,896,144$247,570$30,946iApproximate average salary by contribution assumption: employee only about $773,656 at 4% or $515,771 at 6%; with 50% employer match about $515,771 at 4% or $343,847 at 6%; with 100% employer match about $386,828 at 4% or $257,885 at 6%.
201817$1,314,801$201,336$28,762iApproximate average salary by contribution assumption: employee only about $719,057 at 4% or $479,371 at 6%; with 50% employer match about $479,371 at 4% or $319,581 at 6%; with 100% employer match about $359,529 at 4% or $239,686 at 6%.
Wbh Advisory Inc. 401(K) Rate Group Profit Sharing Plan and Trust-7$1,314,801$201,336$28,762iApproximate average salary by contribution assumption: employee only about $719,057 at 4% or $479,371 at 6%; with 50% employer match about $479,371 at 4% or $319,581 at 6%; with 100% employer match about $359,529 at 4% or $239,686 at 6%.
201717$1,204,488$268,812$38,402iApproximate average salary by contribution assumption: employee only about $960,043 at 4% or $640,029 at 6%; with 50% employer match about $640,029 at 4% or $426,686 at 6%; with 100% employer match about $480,021 at 4% or $320,014 at 6%.
Wbh Advisory Inc. 401(K) Rate Group Profit Sharing Plan and Trust-7$1,204,488$268,812$38,402iApproximate average salary by contribution assumption: employee only about $960,043 at 4% or $640,029 at 6%; with 50% employer match about $640,029 at 4% or $426,686 at 6%; with 100% employer match about $480,021 at 4% or $320,014 at 6%.
201617$1,433,386$179,431$25,633iApproximate average salary by contribution assumption: employee only about $640,825 at 4% or $427,217 at 6%; with 50% employer match about $427,217 at 4% or $284,811 at 6%; with 100% employer match about $320,413 at 4% or $213,608 at 6%.
Wbh Advisory Inc. 401(K) Rate Group Profit Sharing Plan and Trust-7$1,433,386$179,431$25,633iApproximate average salary by contribution assumption: employee only about $640,825 at 4% or $427,217 at 6%; with 50% employer match about $427,217 at 4% or $284,811 at 6%; with 100% employer match about $320,413 at 4% or $213,608 at 6%.
201517$1,137,822$176,129$25,161iApproximate average salary by contribution assumption: employee only about $629,032 at 4% or $419,355 at 6%; with 50% employer match about $419,355 at 4% or $279,570 at 6%; with 100% employer match about $314,516 at 4% or $209,677 at 6%.
Wbh Advisory Inc. 401(K) Rate Group Profit Sharing Plan and Trust-7$1,137,822$176,129$25,161iApproximate average salary by contribution assumption: employee only about $629,032 at 4% or $419,355 at 6%; with 50% employer match about $419,355 at 4% or $279,570 at 6%; with 100% employer match about $314,516 at 4% or $209,677 at 6%.
201416$993,985$200,402$33,400iApproximate average salary by contribution assumption: employee only about $835,008 at 4% or $556,672 at 6%; with 50% employer match about $556,672 at 4% or $371,115 at 6%; with 100% employer match about $417,504 at 4% or $278,336 at 6%.
Wbh Advisory Inc. 401(K) Rate Group Profit Sharing Plan and Trust-6$993,985$200,402$33,400iApproximate average salary by contribution assumption: employee only about $835,008 at 4% or $556,672 at 6%; with 50% employer match about $556,672 at 4% or $371,115 at 6%; with 100% employer match about $417,504 at 4% or $278,336 at 6%.
201317$758,548$134,310$19,187iApproximate average salary by contribution assumption: employee only about $479,679 at 4% or $319,786 at 6%; with 50% employer match about $319,786 at 4% or $213,190 at 6%; with 100% employer match about $239,839 at 4% or $159,893 at 6%.
Wbh Advisory Inc. 401(K) Rate Group Profit Sharing Plan and Trust-7$758,548$134,310$19,187iApproximate average salary by contribution assumption: employee only about $479,679 at 4% or $319,786 at 6%; with 50% employer match about $319,786 at 4% or $213,190 at 6%; with 100% employer match about $239,839 at 4% or $159,893 at 6%.
201227$477,553$123,823$17,689iApproximate average salary by contribution assumption: employee only about $442,225 at 4% or $294,817 at 6%; with 50% employer match about $294,817 at 4% or $196,544 at 6%; with 100% employer match about $221,113 at 4% or $147,408 at 6%.
Wbh Advisory Inc. 401(K) Rate Group Profit Sharing Plan and Trust-7$477,553$123,823$17,689iApproximate average salary by contribution assumption: employee only about $442,225 at 4% or $294,817 at 6%; with 50% employer match about $294,817 at 4% or $196,544 at 6%; with 100% employer match about $221,113 at 4% or $147,408 at 6%.
WAGNER CAPITAL MANAGEMENT CORP. DEFINED BENEFIT PLAN-0$0$0-
201127$1,938,550$117,335$16,762iApproximate average salary by contribution assumption: employee only about $419,054 at 4% or $279,369 at 6%; with 50% employer match about $279,369 at 4% or $186,246 at 6%; with 100% employer match about $209,527 at 4% or $139,685 at 6%.
WAGNER CAPITAL MANAGEMENT CORP. DEFINED BENEFIT PLAN-7$1,637,804$0-
Wagner Capital Management Corp. Profit Sharing Plan-7$300,746$117,335$16,762iApproximate average salary by contribution assumption: employee only about $419,054 at 4% or $279,369 at 6%; with 50% employer match about $279,369 at 4% or $186,246 at 6%; with 100% employer match about $209,527 at 4% or $139,685 at 6%.
201027$1,743,519$476,802$68,115iApproximate average salary by contribution assumption: employee only about $1,702,864 at 4% or $1,135,243 at 6%; with 50% employer match about $1,135,243 at 4% or $756,829 at 6%; with 100% employer match about $851,432 at 4% or $567,621 at 6%.
WAGNER CAPITAL MANAGEMENT CORP. DEFINED BENEFIT PLAN-7$1,558,104$375,000$53,571iApproximate average salary by contribution assumption: employee only about $1,339,286 at 4% or $892,857 at 6%; with 50% employer match about $892,857 at 4% or $595,238 at 6%; with 100% employer match about $669,643 at 4% or $446,429 at 6%.
Wagner Capital Management Corp. Profit Sharing Plan-7$185,415$101,802$14,543iApproximate average salary by contribution assumption: employee only about $363,579 at 4% or $242,386 at 6%; with 50% employer match about $242,386 at 4% or $161,590 at 6%; with 100% employer match about $181,789 at 4% or $121,193 at 6%.
200926$1,086,443$306,988$51,165iApproximate average salary by contribution assumption: employee only about $1,279,117 at 4% or $852,744 at 6%; with 50% employer match about $852,744 at 4% or $568,496 at 6%; with 100% employer match about $639,558 at 4% or $426,372 at 6%.
WAGNER CAPITAL MANAGEMENT CORP. DEFINED BENEFIT PLAN-6$1,004,455$225,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
Wbh Advisory Inc. 401(K) Rate Group Profit Sharing Plan and Trust-6$81,988$81,988$13,665iApproximate average salary by contribution assumption: employee only about $341,617 at 4% or $227,744 at 6%; with 50% employer match about $227,744 at 4% or $151,830 at 6%; with 100% employer match about $170,808 at 4% or $113,872 at 6%.
200816$609,268$302,000$50,333iApproximate average salary by contribution assumption: employee only about $1,258,333 at 4% or $838,889 at 6%; with 50% employer match about $838,889 at 4% or $559,259 at 6%; with 100% employer match about $629,167 at 4% or $419,444 at 6%.
WAGNER CAPITAL MANAGEMENT CORP. DEFINED BENEFIT PLAN-6$609,268$302,000$50,333iApproximate average salary by contribution assumption: employee only about $1,258,333 at 4% or $838,889 at 6%; with 50% employer match about $838,889 at 4% or $559,259 at 6%; with 100% employer match about $629,167 at 4% or $419,444 at 6%.
200710$0$0-
WAGNER CAPITAL MANAGEMENT CORP. DEFINED BENEFIT PLAN-0---
200616$318,249$151,000$25,167iApproximate average salary by contribution assumption: employee only about $629,167 at 4% or $419,444 at 6%; with 50% employer match about $419,444 at 4% or $279,630 at 6%; with 100% employer match about $314,583 at 4% or $209,722 at 6%.
WAGNER CAPITAL MANAGEMENT CORP. DEFINED BENEFIT PLAN-6$318,249$151,000$25,167iApproximate average salary by contribution assumption: employee only about $629,167 at 4% or $419,444 at 6%; with 50% employer match about $419,444 at 4% or $279,630 at 6%; with 100% employer match about $314,583 at 4% or $209,722 at 6%.
200516$151,000$151,000$25,167iApproximate average salary by contribution assumption: employee only about $629,167 at 4% or $419,444 at 6%; with 50% employer match about $419,444 at 4% or $279,630 at 6%; with 100% employer match about $314,583 at 4% or $209,722 at 6%.
WAGNER CAPITAL MANAGEMENT CORP. DEFINED BENEFIT PLAN-6$151,000$151,000$25,167iApproximate average salary by contribution assumption: employee only about $629,167 at 4% or $419,444 at 6%; with 50% employer match about $419,444 at 4% or $279,630 at 6%; with 100% employer match about $314,583 at 4% or $209,722 at 6%.
200410$186,601$17,750-
Wagner Capital Management Corp. Profit Sharing Plan-0$186,601$17,750-
200315$153,401$13,517$2,703iApproximate average salary by contribution assumption: employee only about $67,585 at 4% or $45,057 at 6%; with 50% employer match about $45,057 at 4% or $30,038 at 6%; with 100% employer match about $33,793 at 4% or $22,528 at 6%.
Wagner Capital Management Corp. Profit Sharing Plan-5$153,401$13,517$2,703iApproximate average salary by contribution assumption: employee only about $67,585 at 4% or $45,057 at 6%; with 50% employer match about $45,057 at 4% or $30,038 at 6%; with 100% employer match about $33,793 at 4% or $22,528 at 6%.
200215$118,557$13,517$2,703iApproximate average salary by contribution assumption: employee only about $67,585 at 4% or $45,057 at 6%; with 50% employer match about $45,057 at 4% or $30,038 at 6%; with 100% employer match about $33,793 at 4% or $22,528 at 6%.
Wagner Capital Management Corp. Profit Sharing Plan-5$118,557$13,517$2,703iApproximate average salary by contribution assumption: employee only about $67,585 at 4% or $45,057 at 6%; with 50% employer match about $45,057 at 4% or $30,038 at 6%; with 100% employer match about $33,793 at 4% or $22,528 at 6%.
200116$0$0-
Wagner Capital Management Corp. Profit Sharing Plan-6---
200015$3,754,917$115,991$23,198iApproximate average salary by contribution assumption: employee only about $579,955 at 4% or $386,637 at 6%; with 50% employer match about $386,637 at 4% or $257,758 at 6%; with 100% employer match about $289,978 at 4% or $193,318 at 6%.
Wagner Capital Management Corp. Profit Sharing Plan-5$3,754,917$115,991$23,198iApproximate average salary by contribution assumption: employee only about $579,955 at 4% or $386,637 at 6%; with 50% employer match about $386,637 at 4% or $257,758 at 6%; with 100% employer match about $289,978 at 4% or $193,318 at 6%.
199916$4,035,839$42,506$7,084iApproximate average salary by contribution assumption: employee only about $177,108 at 4% or $118,072 at 6%; with 50% employer match about $118,072 at 4% or $78,715 at 6%; with 100% employer match about $88,554 at 4% or $59,036 at 6%.
Wagner Capital Management Corp. Profit Sharing Plan-6$4,035,839$42,506$7,084iApproximate average salary by contribution assumption: employee only about $177,108 at 4% or $118,072 at 6%; with 50% employer match about $118,072 at 4% or $78,715 at 6%; with 100% employer match about $88,554 at 4% or $59,036 at 6%.