Civic Intelligence

Wealth Management Associates Inc

Plan context: Wealth Management Associates Inc Retirement Plan

EIN 57-1007558 • Spartanburg, SC • 13 filings • 2 plans

311 East Main StSpartanburg, SC 29302-1917
Current Snapshot

Latest Year

2015

2015 Participants

2

2015 Assets

$604,366

2015 Contributions

$56,217

Historical Graphs

Total Assets Over Time

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

$785,824$392,912$0199920102014YearValue
$604,366Latest year 2014

Participants Over Time

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

420199920092014YearValue
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$56,217-
Wealth Management Associates Inc Retirement Plan-0$0$56,217-
201412$604,366$68,831$34,416iApproximate average salary by contribution assumption: employee only about $860,388 at 4% or $573,592 at 6%; with 50% employer match about $573,592 at 4% or $382,394 at 6%; with 100% employer match about $430,194 at 4% or $286,796 at 6%.
Wealth Management Associates Inc Retirement Plan-2$604,366$68,831$34,416iApproximate average salary by contribution assumption: employee only about $860,388 at 4% or $573,592 at 6%; with 50% employer match about $573,592 at 4% or $382,394 at 6%; with 100% employer match about $430,194 at 4% or $286,796 at 6%.
201314$588,736$84,998$21,250iApproximate average salary by contribution assumption: employee only about $531,238 at 4% or $354,158 at 6%; with 50% employer match about $354,158 at 4% or $236,106 at 6%; with 100% employer match about $265,619 at 4% or $177,079 at 6%.
Wealth Management Associates Inc Retirement Plan-4$588,736$84,998$21,250iApproximate average salary by contribution assumption: employee only about $531,238 at 4% or $354,158 at 6%; with 50% employer match about $354,158 at 4% or $236,106 at 6%; with 100% employer match about $265,619 at 4% or $177,079 at 6%.
201214$439,319$70,380$17,595iApproximate average salary by contribution assumption: employee only about $439,875 at 4% or $293,250 at 6%; with 50% employer match about $293,250 at 4% or $195,500 at 6%; with 100% employer match about $219,938 at 4% or $146,625 at 6%.
Wealth Management Associates Inc Retirement Plan-4$439,319$70,380$17,595iApproximate average salary by contribution assumption: employee only about $439,875 at 4% or $293,250 at 6%; with 50% employer match about $293,250 at 4% or $195,500 at 6%; with 100% employer match about $219,938 at 4% or $146,625 at 6%.
201113$335,063$41,972$13,991iApproximate average salary by contribution assumption: employee only about $349,767 at 4% or $233,178 at 6%; with 50% employer match about $233,178 at 4% or $155,452 at 6%; with 100% employer match about $174,883 at 4% or $116,589 at 6%.
Wealth Management Associates Inc Retirement Plan-3$335,063$41,972$13,991iApproximate average salary by contribution assumption: employee only about $349,767 at 4% or $233,178 at 6%; with 50% employer match about $233,178 at 4% or $155,452 at 6%; with 100% employer match about $174,883 at 4% or $116,589 at 6%.
201013$309,482$44,426$14,809iApproximate average salary by contribution assumption: employee only about $370,217 at 4% or $246,811 at 6%; with 50% employer match about $246,811 at 4% or $164,541 at 6%; with 100% employer match about $185,108 at 4% or $123,406 at 6%.
Wealth Management Associates Inc Retirement Plan-3$309,482$44,426$14,809iApproximate average salary by contribution assumption: employee only about $370,217 at 4% or $246,811 at 6%; with 50% employer match about $246,811 at 4% or $164,541 at 6%; with 100% employer match about $185,108 at 4% or $123,406 at 6%.
200913$234,836$67,531$22,510iApproximate average salary by contribution assumption: employee only about $562,758 at 4% or $375,172 at 6%; with 50% employer match about $375,172 at 4% or $250,115 at 6%; with 100% employer match about $281,379 at 4% or $187,586 at 6%.
Wealth Management Associates Inc Retirement Plan-3$234,836$67,531$22,510iApproximate average salary by contribution assumption: employee only about $562,758 at 4% or $375,172 at 6%; with 50% employer match about $375,172 at 4% or $250,115 at 6%; with 100% employer match about $281,379 at 4% or $187,586 at 6%.
200813$131,150$67,801$22,600iApproximate average salary by contribution assumption: employee only about $565,008 at 4% or $376,672 at 6%; with 50% employer match about $376,672 at 4% or $251,115 at 6%; with 100% employer match about $282,504 at 4% or $188,336 at 6%.
Wealth Management Associates Inc Retirement Plan-3$131,150$67,801$22,600iApproximate average salary by contribution assumption: employee only about $565,008 at 4% or $376,672 at 6%; with 50% employer match about $376,672 at 4% or $251,115 at 6%; with 100% employer match about $282,504 at 4% or $188,336 at 6%.
200713$0$0-
Wealth Management Associates Inc Retirement Plan-3---
200210$0$0-
Wealth Management Associates Inc. Profit Sharing Plan and Trust-0---
200114$746,759$1,196$299iApproximate average salary by contribution assumption: employee only about $7,475 at 4% or $4,983 at 6%; with 50% employer match about $4,983 at 4% or $3,322 at 6%; with 100% employer match about $3,738 at 4% or $2,492 at 6%.
Wealth Management Associates Inc. Profit Sharing Plan and Trust-4$746,759$1,196$299iApproximate average salary by contribution assumption: employee only about $7,475 at 4% or $4,983 at 6%; with 50% employer match about $4,983 at 4% or $3,322 at 6%; with 100% employer match about $3,738 at 4% or $2,492 at 6%.
200013$785,824$11,055$3,685iApproximate average salary by contribution assumption: employee only about $92,125 at 4% or $61,417 at 6%; with 50% employer match about $61,417 at 4% or $40,944 at 6%; with 100% employer match about $46,063 at 4% or $30,708 at 6%.
Wealth Management Associates Inc. Profit Sharing Plan and Trust-3$785,824$11,055$3,685iApproximate average salary by contribution assumption: employee only about $92,125 at 4% or $61,417 at 6%; with 50% employer match about $61,417 at 4% or $40,944 at 6%; with 100% employer match about $46,063 at 4% or $30,708 at 6%.
199912$778,440$5,045$2,523iApproximate average salary by contribution assumption: employee only about $63,063 at 4% or $42,042 at 6%; with 50% employer match about $42,042 at 4% or $28,028 at 6%; with 100% employer match about $31,531 at 4% or $21,021 at 6%.
Wealth Management Associates Inc. Profit Sharing Plan and Trust-2$778,440$5,045$2,523iApproximate average salary by contribution assumption: employee only about $63,063 at 4% or $42,042 at 6%; with 50% employer match about $42,042 at 4% or $28,028 at 6%; with 100% employer match about $31,531 at 4% or $21,021 at 6%.