Civic Intelligence

DACE BLASKOVITZ

Plan context: Wealth Advisors LLC & Related Businesses 401(K) Profit Sharing Plan

EIN 52-2069099 • Wilmington, DE • 17 filings • 5 plans

25 Homewood RdWilmington, DE 19803-3444
Current Snapshot

Latest Year

2015

2015 Participants

2

2015 Assets

$422,759

2015 Contributions

$45,902

Historical Graphs

Total Assets Over Time

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

$569,629$284,815$0200020072014YearValue
$422,759Latest year 2014

Participants Over Time

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

320200020072014YearValue
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
201510$0$0-
Wealth Advisors LLC & Related Businesses 401(K) Profit Sharing Plan-0$0$0-
201412$422,759$45,902$22,951iApproximate average salary by contribution assumption: employee only about $573,775 at 4% or $382,517 at 6%; with 50% employer match about $382,517 at 4% or $255,011 at 6%; with 100% employer match about $286,888 at 4% or $191,258 at 6%.
Wealth Advisors LLC & Related Businesses 401(K) Profit Sharing Plan-2$422,759$45,902$22,951iApproximate average salary by contribution assumption: employee only about $573,775 at 4% or $382,517 at 6%; with 50% employer match about $382,517 at 4% or $255,011 at 6%; with 100% employer match about $286,888 at 4% or $191,258 at 6%.
201312$463,759$40,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Wealth Advisors LLC & Related Businesses 401(K) Profit Sharing Plan-2$463,759$40,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
201213$427,425$0-
Wealth Advisors LLC & Related Businesses 401(K) Profit Sharing Plan-3$427,425$0-
201113$399,417$0-
Wealth Advisors LLC & Related Businesses 401(K) Profit Sharing Plan-3$399,417$0-
201033$569,629$42,312$14,104iApproximate average salary by contribution assumption: employee only about $352,600 at 4% or $235,067 at 6%; with 50% employer match about $235,067 at 4% or $156,711 at 6%; with 100% employer match about $176,300 at 4% or $117,533 at 6%.
Wealth Advisors LLC & Related Businesses 401(K) Profit Sharing Plan-3$569,629$21,202$7,067iApproximate average salary by contribution assumption: employee only about $176,683 at 4% or $117,789 at 6%; with 50% employer match about $117,789 at 4% or $78,526 at 6%; with 100% employer match about $88,342 at 4% or $58,894 at 6%.
WEALTH ADVISORS, LLC & RELATED BUSINESSES 401(K) PROFIT SHARING PLAN-0$0$21,110-
WEALTH ADVISORS, LLC & RELATED BUSINESSES PROFIT SHARING PLAN-0$0$0-
200812$135,147$26,570$13,285iApproximate average salary by contribution assumption: employee only about $332,125 at 4% or $221,417 at 6%; with 50% employer match about $221,417 at 4% or $147,611 at 6%; with 100% employer match about $166,063 at 4% or $110,708 at 6%.
Wealth Advisors LLC & Related Businesses 401(K) Profit Sharing Plan-2$135,147$26,570$13,285iApproximate average salary by contribution assumption: employee only about $332,125 at 4% or $221,417 at 6%; with 50% employer match about $221,417 at 4% or $147,611 at 6%; with 100% employer match about $166,063 at 4% or $110,708 at 6%.
200712$203,550$35,551$17,776iApproximate average salary by contribution assumption: employee only about $444,388 at 4% or $296,258 at 6%; with 50% employer match about $296,258 at 4% or $197,506 at 6%; with 100% employer match about $222,194 at 4% or $148,129 at 6%.
Wealth Advisors LLC & Related Businesses 401(K) Profit Sharing Plan-2$203,550$35,551$17,776iApproximate average salary by contribution assumption: employee only about $444,388 at 4% or $296,258 at 6%; with 50% employer match about $296,258 at 4% or $197,506 at 6%; with 100% employer match about $222,194 at 4% or $148,129 at 6%.
200612$148,357$25,908$12,954iApproximate average salary by contribution assumption: employee only about $323,850 at 4% or $215,900 at 6%; with 50% employer match about $215,900 at 4% or $143,933 at 6%; with 100% employer match about $161,925 at 4% or $107,950 at 6%.
Wealth Advisors LLC & Related Businesses 401(K) Profit Sharing Plan-2$148,357$25,908$12,954iApproximate average salary by contribution assumption: employee only about $323,850 at 4% or $215,900 at 6%; with 50% employer match about $215,900 at 4% or $143,933 at 6%; with 100% employer match about $161,925 at 4% or $107,950 at 6%.
200512$111,888$25,811$12,906iApproximate average salary by contribution assumption: employee only about $322,638 at 4% or $215,092 at 6%; with 50% employer match about $215,092 at 4% or $143,394 at 6%; with 100% employer match about $161,319 at 4% or $107,546 at 6%.
Wealth Advisors LLC & Related Businesses 401(K) Profit Sharing Plan-2$111,888$25,811$12,906iApproximate average salary by contribution assumption: employee only about $322,638 at 4% or $215,092 at 6%; with 50% employer match about $215,092 at 4% or $143,394 at 6%; with 100% employer match about $161,319 at 4% or $107,546 at 6%.
200412$98,562$23,941$11,971iApproximate average salary by contribution assumption: employee only about $299,263 at 4% or $199,508 at 6%; with 50% employer match about $199,508 at 4% or $133,006 at 6%; with 100% employer match about $149,631 at 4% or $99,754 at 6%.
Wealth Advisors LLC & Related Businesses 401(K) Profit Sharing Plan-2$98,562$23,941$11,971iApproximate average salary by contribution assumption: employee only about $299,263 at 4% or $199,508 at 6%; with 50% employer match about $199,508 at 4% or $133,006 at 6%; with 100% employer match about $149,631 at 4% or $99,754 at 6%.
200312$74,126$16,998$8,499iApproximate average salary by contribution assumption: employee only about $212,475 at 4% or $141,650 at 6%; with 50% employer match about $141,650 at 4% or $94,433 at 6%; with 100% employer match about $106,238 at 4% or $70,825 at 6%.
Wealth Advisors LLC & Related Businesses 401(K) Profit Sharing Plan-2$74,126$16,998$8,499iApproximate average salary by contribution assumption: employee only about $212,475 at 4% or $141,650 at 6%; with 50% employer match about $141,650 at 4% or $94,433 at 6%; with 100% employer match about $106,238 at 4% or $70,825 at 6%.
200212$42,919$18,173$9,087iApproximate average salary by contribution assumption: employee only about $227,163 at 4% or $151,442 at 6%; with 50% employer match about $151,442 at 4% or $100,961 at 6%; with 100% employer match about $113,581 at 4% or $75,721 at 6%.
Wealth Advisors LLC & Related Businesses 401(K) Profit Sharing Plan-2$42,919$18,173$9,087iApproximate average salary by contribution assumption: employee only about $227,163 at 4% or $151,442 at 6%; with 50% employer match about $151,442 at 4% or $100,961 at 6%; with 100% employer match about $113,581 at 4% or $75,721 at 6%.
200113$35,240$13,731$4,577iApproximate average salary by contribution assumption: employee only about $114,425 at 4% or $76,283 at 6%; with 50% employer match about $76,283 at 4% or $50,856 at 6%; with 100% employer match about $57,213 at 4% or $38,142 at 6%.
Wealth Advisors LLC & Related Businesses 401(K) Profit Sharing Plan-3$35,240$13,731$4,577iApproximate average salary by contribution assumption: employee only about $114,425 at 4% or $76,283 at 6%; with 50% employer match about $76,283 at 4% or $50,856 at 6%; with 100% employer match about $57,213 at 4% or $38,142 at 6%.
200012$25,852$19,009$9,505iApproximate average salary by contribution assumption: employee only about $237,613 at 4% or $158,408 at 6%; with 50% employer match about $158,408 at 4% or $105,606 at 6%; with 100% employer match about $118,806 at 4% or $79,204 at 6%.
Wealth Advisors LLC & Related Businesses 401(K) Profit Sharing Plan-2$25,852$19,009$9,505iApproximate average salary by contribution assumption: employee only about $237,613 at 4% or $158,408 at 6%; with 50% employer match about $158,408 at 4% or $105,606 at 6%; with 100% employer match about $118,806 at 4% or $79,204 at 6%.