Civic Intelligence

Ward Financial Advisors Ltd.

Plan context: Ward Financial Advisors Ltd. 401K Retirement Plan and Trust

EIN 57-0844913 • Williamburg, VA • 18 filings • 3 plans

112 Richmond Hill CTWilliamburg, VA 23185-3948
Current Snapshot

Latest Year

2016

2016 Participants

2

2016 Assets

$702,440

2016 Contributions

$54,909

Historical Graphs

Total Assets Over Time

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

$1,547,628$773,814$0199920092015YearValue
$702,440Latest year 2015

Participants Over Time

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

530199920072015YearValue
2Latest year 2015

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
201610$0$0-
Ward Financial Advisors Ltd. 401K Retirement Plan and Trust-0$0$0-
201512$702,440$54,909$27,455iApproximate average salary by contribution assumption: employee only about $686,363 at 4% or $457,575 at 6%; with 50% employer match about $457,575 at 4% or $305,050 at 6%; with 100% employer match about $343,181 at 4% or $228,788 at 6%.
Ward Financial Advisors Ltd. 401K Retirement Plan and Trust-2$702,440$54,909$27,455iApproximate average salary by contribution assumption: employee only about $686,363 at 4% or $457,575 at 6%; with 50% employer match about $457,575 at 4% or $305,050 at 6%; with 100% employer match about $343,181 at 4% or $228,788 at 6%.
201412$676,034$52,710$26,355iApproximate average salary by contribution assumption: employee only about $658,875 at 4% or $439,250 at 6%; with 50% employer match about $439,250 at 4% or $292,833 at 6%; with 100% employer match about $329,438 at 4% or $219,625 at 6%.
Ward Financial Advisors Ltd. 401K Retirement Plan and Trust-2$676,034$52,710$26,355iApproximate average salary by contribution assumption: employee only about $658,875 at 4% or $439,250 at 6%; with 50% employer match about $439,250 at 4% or $292,833 at 6%; with 100% employer match about $329,438 at 4% or $219,625 at 6%.
201312$594,967$303,147$151,574iApproximate average salary by contribution assumption: employee only about $3,789,338 at 4% or $2,526,225 at 6%; with 50% employer match about $2,526,225 at 4% or $1,684,150 at 6%; with 100% employer match about $1,894,669 at 4% or $1,263,113 at 6%.
Ward Financial Advisors Ltd. 401K Retirement Plan and Trust-2$594,967$303,147$151,574iApproximate average salary by contribution assumption: employee only about $3,789,338 at 4% or $2,526,225 at 6%; with 50% employer match about $2,526,225 at 4% or $1,684,150 at 6%; with 100% employer match about $1,894,669 at 4% or $1,263,113 at 6%.
201215$1,547,628$70,421$14,084iApproximate average salary by contribution assumption: employee only about $352,105 at 4% or $234,737 at 6%; with 50% employer match about $234,737 at 4% or $156,491 at 6%; with 100% employer match about $176,053 at 4% or $117,368 at 6%.
Ward Financial Advisors Ltd. 401K Retirement Plan and Trust-5$1,547,628$70,421$14,084iApproximate average salary by contribution assumption: employee only about $352,105 at 4% or $234,737 at 6%; with 50% employer match about $234,737 at 4% or $156,491 at 6%; with 100% employer match about $176,053 at 4% or $117,368 at 6%.
201115$1,311,715$62,192$12,438iApproximate average salary by contribution assumption: employee only about $310,960 at 4% or $207,307 at 6%; with 50% employer match about $207,307 at 4% or $138,204 at 6%; with 100% employer match about $155,480 at 4% or $103,653 at 6%.
Ward Financial Advisors Ltd. 401K Retirement Plan and Trust-5$1,311,715$62,192$12,438iApproximate average salary by contribution assumption: employee only about $310,960 at 4% or $207,307 at 6%; with 50% employer match about $207,307 at 4% or $138,204 at 6%; with 100% employer match about $155,480 at 4% or $103,653 at 6%.
201015$1,318,858$66,394$13,279iApproximate average salary by contribution assumption: employee only about $331,970 at 4% or $221,313 at 6%; with 50% employer match about $221,313 at 4% or $147,542 at 6%; with 100% employer match about $165,985 at 4% or $110,657 at 6%.
Ward Financial Advisors Ltd. 401K Retirement Plan and Trust-5$1,318,858$66,394$13,279iApproximate average salary by contribution assumption: employee only about $331,970 at 4% or $221,313 at 6%; with 50% employer match about $221,313 at 4% or $147,542 at 6%; with 100% employer match about $165,985 at 4% or $110,657 at 6%.
200915$1,037,192$62,683$12,537iApproximate average salary by contribution assumption: employee only about $313,415 at 4% or $208,943 at 6%; with 50% employer match about $208,943 at 4% or $139,296 at 6%; with 100% employer match about $156,708 at 4% or $104,472 at 6%.
Ward Financial Advisors Ltd. 401K Retirement Plan and Trust-5$1,037,192$62,683$12,537iApproximate average salary by contribution assumption: employee only about $313,415 at 4% or $208,943 at 6%; with 50% employer match about $208,943 at 4% or $139,296 at 6%; with 100% employer match about $156,708 at 4% or $104,472 at 6%.
200815$0$0-
Ward Financial Advisors Ltd. 401K Retirement Plan and Trust-5---
200715$0$0-
Ward Financial Advisors Ltd. 401K Retirement Plan and Trust-5---
200615$851,317$75,918$15,184iApproximate average salary by contribution assumption: employee only about $379,590 at 4% or $253,060 at 6%; with 50% employer match about $253,060 at 4% or $168,707 at 6%; with 100% employer match about $189,795 at 4% or $126,530 at 6%.
Ward Financial Advisors Ltd. 401K Retirement Plan and Trust-5$851,317$75,918$15,184iApproximate average salary by contribution assumption: employee only about $379,590 at 4% or $253,060 at 6%; with 50% employer match about $253,060 at 4% or $168,707 at 6%; with 100% employer match about $189,795 at 4% or $126,530 at 6%.
200515$677,766$80,838$16,168iApproximate average salary by contribution assumption: employee only about $404,190 at 4% or $269,460 at 6%; with 50% employer match about $269,460 at 4% or $179,640 at 6%; with 100% employer match about $202,095 at 4% or $134,730 at 6%.
Ward Financial Advisors Ltd. 401K Retirement Plan and Trust-5$677,766$80,838$16,168iApproximate average salary by contribution assumption: employee only about $404,190 at 4% or $269,460 at 6%; with 50% employer match about $269,460 at 4% or $179,640 at 6%; with 100% employer match about $202,095 at 4% or $134,730 at 6%.
200414$554,599$380,141$95,035iApproximate average salary by contribution assumption: employee only about $2,375,881 at 4% or $1,583,921 at 6%; with 50% employer match about $1,583,921 at 4% or $1,055,947 at 6%; with 100% employer match about $1,187,941 at 4% or $791,960 at 6%.
Ward Financial Advisors Ltd. 401K Retirement Plan and Trust-4$554,599$380,141$95,035iApproximate average salary by contribution assumption: employee only about $2,375,881 at 4% or $1,583,921 at 6%; with 50% employer match about $1,583,921 at 4% or $1,055,947 at 6%; with 100% employer match about $1,187,941 at 4% or $791,960 at 6%.
200314$131,431$22,232$5,558iApproximate average salary by contribution assumption: employee only about $138,950 at 4% or $92,633 at 6%; with 50% employer match about $92,633 at 4% or $61,756 at 6%; with 100% employer match about $69,475 at 4% or $46,317 at 6%.
Ward Financial Advisors Ltd. 401K Retirement Plan and Trust-4$131,431$22,232$5,558iApproximate average salary by contribution assumption: employee only about $138,950 at 4% or $92,633 at 6%; with 50% employer match about $92,633 at 4% or $61,756 at 6%; with 100% employer match about $69,475 at 4% or $46,317 at 6%.
200214$85,449$12,651$3,163iApproximate average salary by contribution assumption: employee only about $79,069 at 4% or $52,713 at 6%; with 50% employer match about $52,713 at 4% or $35,142 at 6%; with 100% employer match about $39,534 at 4% or $26,356 at 6%.
Ward Financial Advisors Ltd. 401K Retirement Plan and Trust-4$85,449$12,651$3,163iApproximate average salary by contribution assumption: employee only about $79,069 at 4% or $52,713 at 6%; with 50% employer match about $52,713 at 4% or $35,142 at 6%; with 100% employer match about $39,534 at 4% or $26,356 at 6%.
200113$0$0-
Ward Financial Advisors Ltd. 401K Retirement Plan and Trust-3---
200013$77,881$19,081$6,360iApproximate average salary by contribution assumption: employee only about $159,008 at 4% or $106,006 at 6%; with 50% employer match about $106,006 at 4% or $70,670 at 6%; with 100% employer match about $79,504 at 4% or $53,003 at 6%.
Ward Financial Advisors Ltd. 401K Retirement Plan and Trust-3$77,881$19,081$6,360iApproximate average salary by contribution assumption: employee only about $159,008 at 4% or $106,006 at 6%; with 50% employer match about $106,006 at 4% or $70,670 at 6%; with 100% employer match about $79,504 at 4% or $53,003 at 6%.
199913$63,511$10,031$3,344iApproximate average salary by contribution assumption: employee only about $83,592 at 4% or $55,728 at 6%; with 50% employer match about $55,728 at 4% or $37,152 at 6%; with 100% employer match about $41,796 at 4% or $27,864 at 6%.
Ward Financial Advisors Ltd. 401K Retirement Plan and Trust-3$63,511$10,031$3,344iApproximate average salary by contribution assumption: employee only about $83,592 at 4% or $55,728 at 6%; with 50% employer match about $55,728 at 4% or $37,152 at 6%; with 100% employer match about $41,796 at 4% or $27,864 at 6%.