Civic Intelligence

Dace Blaskowitz Consulting LLC

Plan context: Wealth Advisors LLC & Related Businesses Profit Sh Plan

EIN 52-2069150 • Wilmington, DE • 10 filings • 4 plans

606 Delaware AvenueWilmington, DE 19801
Current Snapshot

Latest Year

2009

2009 Participants

3

2009 Assets

$256,550

2009 Contributions

$19,554

Historical Graphs

Total Assets Over Time

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

$307,016$153,508$0199920052009YearValue
$256,550Latest year 2009

Participants Over Time

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

320199920052009YearValue
3Latest year 2009

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
200913$256,550$19,554$6,518iApproximate average salary by contribution assumption: employee only about $162,950 at 4% or $108,633 at 6%; with 50% employer match about $108,633 at 4% or $72,422 at 6%; with 100% employer match about $81,475 at 4% or $54,317 at 6%.
Wealth Advisors LLC & Related Businesses Profit Sh Plan-3$256,550$19,554$6,518iApproximate average salary by contribution assumption: employee only about $162,950 at 4% or $108,633 at 6%; with 50% employer match about $108,633 at 4% or $72,422 at 6%; with 100% employer match about $81,475 at 4% or $54,317 at 6%.
200812$188,754$22,320$11,160iApproximate average salary by contribution assumption: employee only about $279,000 at 4% or $186,000 at 6%; with 50% employer match about $186,000 at 4% or $124,000 at 6%; with 100% employer match about $139,500 at 4% or $93,000 at 6%.
Wealth Advisors LLC & Related Businesses Profit Sh Plan-2$188,754$22,320$11,160iApproximate average salary by contribution assumption: employee only about $279,000 at 4% or $186,000 at 6%; with 50% employer match about $186,000 at 4% or $124,000 at 6%; with 100% employer match about $139,500 at 4% or $93,000 at 6%.
200712$307,016$23,377$11,689iApproximate average salary by contribution assumption: employee only about $292,213 at 4% or $194,808 at 6%; with 50% employer match about $194,808 at 4% or $129,872 at 6%; with 100% employer match about $146,106 at 4% or $97,404 at 6%.
Wealth Advisors LLC & Related Businesses Profit Sh Plan-2$307,016$23,377$11,689iApproximate average salary by contribution assumption: employee only about $292,213 at 4% or $194,808 at 6%; with 50% employer match about $194,808 at 4% or $129,872 at 6%; with 100% employer match about $146,106 at 4% or $97,404 at 6%.
200612$257,981$39,406$19,703iApproximate average salary by contribution assumption: employee only about $492,575 at 4% or $328,383 at 6%; with 50% employer match about $328,383 at 4% or $218,922 at 6%; with 100% employer match about $246,288 at 4% or $164,192 at 6%.
Wealth Advisors LLC & Related Businesses Profit Sh Plan-2$257,981$39,406$19,703iApproximate average salary by contribution assumption: employee only about $492,575 at 4% or $328,383 at 6%; with 50% employer match about $328,383 at 4% or $218,922 at 6%; with 100% employer match about $246,288 at 4% or $164,192 at 6%.
200512$205,935$37,587$18,794iApproximate average salary by contribution assumption: employee only about $469,838 at 4% or $313,225 at 6%; with 50% employer match about $313,225 at 4% or $208,817 at 6%; with 100% employer match about $234,919 at 4% or $156,613 at 6%.
Wealth Advisors LLC & Related Businesses Profit Sh Plan-2$205,935$37,587$18,794iApproximate average salary by contribution assumption: employee only about $469,838 at 4% or $313,225 at 6%; with 50% employer match about $313,225 at 4% or $208,817 at 6%; with 100% employer match about $234,919 at 4% or $156,613 at 6%.
200412$125,230$32,423$16,212iApproximate average salary by contribution assumption: employee only about $405,288 at 4% or $270,192 at 6%; with 50% employer match about $270,192 at 4% or $180,128 at 6%; with 100% employer match about $202,644 at 4% or $135,096 at 6%.
Wealth Advisors LLC & Related Businesses Profit Sh Plan-2$125,230$32,423$16,212iApproximate average salary by contribution assumption: employee only about $405,288 at 4% or $270,192 at 6%; with 50% employer match about $270,192 at 4% or $180,128 at 6%; with 100% employer match about $202,644 at 4% or $135,096 at 6%.
200212$45,247$23,518$11,759iApproximate average salary by contribution assumption: employee only about $293,975 at 4% or $195,983 at 6%; with 50% employer match about $195,983 at 4% or $130,656 at 6%; with 100% employer match about $146,988 at 4% or $97,992 at 6%.
Wealth Advisors LLC & Related Businesses Profit Sh Plan-2$45,247$23,518$11,759iApproximate average salary by contribution assumption: employee only about $293,975 at 4% or $195,983 at 6%; with 50% employer match about $195,983 at 4% or $130,656 at 6%; with 100% employer match about $146,988 at 4% or $97,992 at 6%.
200112$30,944$12,780$6,390iApproximate average salary by contribution assumption: employee only about $159,750 at 4% or $106,500 at 6%; with 50% employer match about $106,500 at 4% or $71,000 at 6%; with 100% employer match about $79,875 at 4% or $53,250 at 6%.
Wealth Advisors LLC & Related Businesses Profit Sh Plan-2$30,944$12,780$6,390iApproximate average salary by contribution assumption: employee only about $159,750 at 4% or $106,500 at 6%; with 50% employer match about $106,500 at 4% or $71,000 at 6%; with 100% employer match about $79,875 at 4% or $53,250 at 6%.
200012$21,831$12,299$6,150iApproximate average salary by contribution assumption: employee only about $153,738 at 4% or $102,492 at 6%; with 50% employer match about $102,492 at 4% or $68,328 at 6%; with 100% employer match about $76,869 at 4% or $51,246 at 6%.
Wealth Advisors LLC & Related Businesses Profit Sh Plan-2$21,831$12,299$6,150iApproximate average salary by contribution assumption: employee only about $153,738 at 4% or $102,492 at 6%; with 50% employer match about $102,492 at 4% or $68,328 at 6%; with 100% employer match about $76,869 at 4% or $51,246 at 6%.
199912$11,696$11,696$5,848iApproximate average salary by contribution assumption: employee only about $146,200 at 4% or $97,467 at 6%; with 50% employer match about $97,467 at 4% or $64,978 at 6%; with 100% employer match about $73,100 at 4% or $48,733 at 6%.
Wealth Advisors LLC & Related Businesses Profit Sh Plan-2$11,696$11,696$5,848iApproximate average salary by contribution assumption: employee only about $146,200 at 4% or $97,467 at 6%; with 50% employer match about $97,467 at 4% or $64,978 at 6%; with 100% employer match about $73,100 at 4% or $48,733 at 6%.