Civic Intelligence

Wealth Preservation Inc.

Plan context: WEALTH PRESERVATION, INC. 401(K) PLAN

EIN 52-1950754 • Timonium, MD • 17 filings • 5 plans

9515 Deereco RoadTimonium, MD 21093
Current Snapshot

Latest Year

2014

2014 Participants

2

2014 Assets

$211,215

2014 Contributions

$10,075

Historical Graphs

Total Assets Over Time

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

$388,582$194,291$0200520112014YearValue
$211,215Latest year 2014

Participants Over Time

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

420200520102014YearValue
2Latest year 2014

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
201412$211,215$0-
WEALTH PRESERVATION, INC. 401(K) PLAN-2$211,215$0-
201314$236,393$0-
WEALTH PRESERVATION, INC. 401(K) PLAN-4$236,393$0-
201224$271,129$10,075$2,519iApproximate average salary by contribution assumption: employee only about $62,969 at 4% or $41,979 at 6%; with 50% employer match about $41,979 at 4% or $27,986 at 6%; with 100% employer match about $31,484 at 4% or $20,990 at 6%.
WEALTH PRESERVATION, INC. 401(K) PLAN-4$271,129$10,075$2,519iApproximate average salary by contribution assumption: employee only about $62,969 at 4% or $41,979 at 6%; with 50% employer match about $41,979 at 4% or $27,986 at 6%; with 100% employer match about $31,484 at 4% or $20,990 at 6%.
Wealth Preservation Inc. Defined Benefit Plan-0---
201123$388,582$45,691$15,230iApproximate average salary by contribution assumption: employee only about $380,758 at 4% or $253,839 at 6%; with 50% employer match about $253,839 at 4% or $169,226 at 6%; with 100% employer match about $190,379 at 4% or $126,919 at 6%.
WEALTH PRESERVATION, INC. 401(K) PLAN-3$262,074$45,691$15,230iApproximate average salary by contribution assumption: employee only about $380,758 at 4% or $253,839 at 6%; with 50% employer match about $253,839 at 4% or $169,226 at 6%; with 100% employer match about $190,379 at 4% or $126,919 at 6%.
Wealth Preservation Inc. Defined Benefit Plan-2$126,508--
201023$386,618$45,503$15,168iApproximate average salary by contribution assumption: employee only about $379,192 at 4% or $252,794 at 6%; with 50% employer match about $252,794 at 4% or $168,530 at 6%; with 100% employer match about $189,596 at 4% or $126,397 at 6%.
WEALTH PRESERVATION, INC. 401(K) PLAN-3$239,524$45,503$15,168iApproximate average salary by contribution assumption: employee only about $379,192 at 4% or $252,794 at 6%; with 50% employer match about $252,794 at 4% or $168,530 at 6%; with 100% employer match about $189,596 at 4% or $126,397 at 6%.
Wealth Preservation Inc. Defined Benefit Plan-2$147,094--
200923$310,430$50,719$16,906iApproximate average salary by contribution assumption: employee only about $422,658 at 4% or $281,772 at 6%; with 50% employer match about $281,772 at 4% or $187,848 at 6%; with 100% employer match about $211,329 at 4% or $140,886 at 6%.
WEALTH PRESERVATION, INC. 401(K) PLAN-3$180,315$49,630$16,543iApproximate average salary by contribution assumption: employee only about $413,583 at 4% or $275,722 at 6%; with 50% employer match about $275,722 at 4% or $183,815 at 6%; with 100% employer match about $206,792 at 4% or $137,861 at 6%.
Wealth Preservation Inc. Defined Benefit Plan-2$130,115$1,089$545iApproximate average salary by contribution assumption: employee only about $13,613 at 4% or $9,075 at 6%; with 50% employer match about $9,075 at 4% or $6,050 at 6%; with 100% employer match about $6,806 at 4% or $4,538 at 6%.
200824$0$0-
WEALTH PRESERVATION, INC. 401K PLAN-4---
Wealth Preservation Inc. Defined Benefit Plan-2---
200724$0$0-
WEALTH PRESERVATION, INC. 401K PLAN-4---
Wealth Preservation Inc. Defined Benefit Plan-2---
200624$179,278$45,754$11,439iApproximate average salary by contribution assumption: employee only about $285,963 at 4% or $190,642 at 6%; with 50% employer match about $190,642 at 4% or $127,094 at 6%; with 100% employer match about $142,981 at 4% or $95,321 at 6%.
Wealth Preservation Inc. Defined Benefit Plan-4$133,524--
WEALTH PRESERVATION, INC. 401K PLAN-4$45,754$45,754$11,439iApproximate average salary by contribution assumption: employee only about $285,963 at 4% or $190,642 at 6%; with 50% employer match about $190,642 at 4% or $127,094 at 6%; with 100% employer match about $142,981 at 4% or $95,321 at 6%.
200512$118,942$56,000$28,000iApproximate average salary by contribution assumption: employee only about $700,000 at 4% or $466,667 at 6%; with 50% employer match about $466,667 at 4% or $311,111 at 6%; with 100% employer match about $350,000 at 4% or $233,333 at 6%.
Wealth Preservation Inc. Defined Benefit Plan-2$118,942$56,000$28,000iApproximate average salary by contribution assumption: employee only about $700,000 at 4% or $466,667 at 6%; with 50% employer match about $466,667 at 4% or $311,111 at 6%; with 100% employer match about $350,000 at 4% or $233,333 at 6%.