Civic Intelligence

Compounding Docs Inc

Plan context: Wealthy & Wise 401K Plan

EIN 57-1149453 • Boca Raton, FL • 15 filings • 7 plans

1000 Clint Moore RdBuilding B, Suite 201Boca Raton, FL 33433
Current Snapshot

Latest Year

2020

2020 Participants

11

2020 Assets

$504,452

2020 Contributions

$78,774

Historical Graphs

Total Assets Over Time

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

$508,656$254,328$0200820142019YearValue
$504,452Latest year 2019

Participants Over Time

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

23120200820142019YearValue
11Latest year 2019

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
202010$0$78,774-
Wealthy & Wise 401K Plan-0$0$78,774-
2019111$504,452$2,912$265iApproximate average salary by contribution assumption: employee only about $6,618 at 4% or $4,412 at 6%; with 50% employer match about $4,412 at 4% or $2,941 at 6%; with 100% employer match about $3,309 at 4% or $2,206 at 6%.
Wealthy & Wise 401K Plan-11$504,452$2,912$265iApproximate average salary by contribution assumption: employee only about $6,618 at 4% or $4,412 at 6%; with 50% employer match about $4,412 at 4% or $2,941 at 6%; with 100% employer match about $3,309 at 4% or $2,206 at 6%.
2018114$508,656$71,463$5,105iApproximate average salary by contribution assumption: employee only about $127,613 at 4% or $85,075 at 6%; with 50% employer match about $85,075 at 4% or $56,717 at 6%; with 100% employer match about $63,806 at 4% or $42,538 at 6%.
Wealthy & Wise 401K Plan-14$508,656$71,463$5,105iApproximate average salary by contribution assumption: employee only about $127,613 at 4% or $85,075 at 6%; with 50% employer match about $85,075 at 4% or $56,717 at 6%; with 100% employer match about $63,806 at 4% or $42,538 at 6%.
2017114$459,823$7,652$547iApproximate average salary by contribution assumption: employee only about $13,664 at 4% or $9,110 at 6%; with 50% employer match about $9,110 at 4% or $6,073 at 6%; with 100% employer match about $6,832 at 4% or $4,555 at 6%.
Wealthy & Wise 401K Plan-14$459,823$7,652$547iApproximate average salary by contribution assumption: employee only about $13,664 at 4% or $9,110 at 6%; with 50% employer match about $9,110 at 4% or $6,073 at 6%; with 100% employer match about $6,832 at 4% or $4,555 at 6%.
2016116$473,577$70,683$4,418iApproximate average salary by contribution assumption: employee only about $110,442 at 4% or $73,628 at 6%; with 50% employer match about $73,628 at 4% or $49,085 at 6%; with 100% employer match about $55,221 at 4% or $36,814 at 6%.
Wealthy & Wise 401K Plan-16$473,577$70,683$4,418iApproximate average salary by contribution assumption: employee only about $110,442 at 4% or $73,628 at 6%; with 50% employer match about $73,628 at 4% or $49,085 at 6%; with 100% employer match about $55,221 at 4% or $36,814 at 6%.
2015323$444,030$302,493$13,152iApproximate average salary by contribution assumption: employee only about $328,797 at 4% or $219,198 at 6%; with 50% employer match about $219,198 at 4% or $146,132 at 6%; with 100% employer match about $164,398 at 4% or $109,599 at 6%.
Wealthy & Wise 401K Plan-23$296,229$302,493$13,152iApproximate average salary by contribution assumption: employee only about $328,797 at 4% or $219,198 at 6%; with 50% employer match about $219,198 at 4% or $146,132 at 6%; with 100% employer match about $164,398 at 4% or $109,599 at 6%.
Compounding Docs Inc-5$147,801$0-
Compounding Docs Inc-0$0--
201416$178,979$33,129$5,522iApproximate average salary by contribution assumption: employee only about $138,038 at 4% or $92,025 at 6%; with 50% employer match about $92,025 at 4% or $61,350 at 6%; with 100% employer match about $69,019 at 4% or $46,013 at 6%.
Compounding Docs Inc-6$178,979$33,129$5,522iApproximate average salary by contribution assumption: employee only about $138,038 at 4% or $92,025 at 6%; with 50% employer match about $92,025 at 4% or $61,350 at 6%; with 100% employer match about $69,019 at 4% or $46,013 at 6%.
2013112$137,974$30,420$2,535iApproximate average salary by contribution assumption: employee only about $63,375 at 4% or $42,250 at 6%; with 50% employer match about $42,250 at 4% or $28,167 at 6%; with 100% employer match about $31,688 at 4% or $21,125 at 6%.
Compounding Docs Inc-12$137,974$30,420$2,535iApproximate average salary by contribution assumption: employee only about $63,375 at 4% or $42,250 at 6%; with 50% employer match about $42,250 at 4% or $28,167 at 6%; with 100% employer match about $31,688 at 4% or $21,125 at 6%.
2012114$92,587$29,367$2,098iApproximate average salary by contribution assumption: employee only about $52,441 at 4% or $34,961 at 6%; with 50% employer match about $34,961 at 4% or $23,307 at 6%; with 100% employer match about $26,221 at 4% or $17,480 at 6%.
Compounding Docs Inc-14$92,587$29,367$2,098iApproximate average salary by contribution assumption: employee only about $52,441 at 4% or $34,961 at 6%; with 50% employer match about $34,961 at 4% or $23,307 at 6%; with 100% employer match about $26,221 at 4% or $17,480 at 6%.
201112$54,664$13,273$6,637iApproximate average salary by contribution assumption: employee only about $165,913 at 4% or $110,608 at 6%; with 50% employer match about $110,608 at 4% or $73,739 at 6%; with 100% employer match about $82,956 at 4% or $55,304 at 6%.
Compounding Docs Inc-2$54,664$13,273$6,637iApproximate average salary by contribution assumption: employee only about $165,913 at 4% or $110,608 at 6%; with 50% employer match about $110,608 at 4% or $73,739 at 6%; with 100% employer match about $82,956 at 4% or $55,304 at 6%.
201012$43,265$17,201$8,601iApproximate average salary by contribution assumption: employee only about $215,013 at 4% or $143,342 at 6%; with 50% employer match about $143,342 at 4% or $95,561 at 6%; with 100% employer match about $107,506 at 4% or $71,671 at 6%.
Compounding Docs Inc-2$43,265$17,201$8,601iApproximate average salary by contribution assumption: employee only about $215,013 at 4% or $143,342 at 6%; with 50% employer match about $143,342 at 4% or $95,561 at 6%; with 100% employer match about $107,506 at 4% or $71,671 at 6%.
200913$33,784$17,404$5,801iApproximate average salary by contribution assumption: employee only about $145,033 at 4% or $96,689 at 6%; with 50% employer match about $96,689 at 4% or $64,459 at 6%; with 100% employer match about $72,517 at 4% or $48,344 at 6%.
Compounding Docs Inc-3$33,784$17,404$5,801iApproximate average salary by contribution assumption: employee only about $145,033 at 4% or $96,689 at 6%; with 50% employer match about $96,689 at 4% or $64,459 at 6%; with 100% employer match about $72,517 at 4% or $48,344 at 6%.
200816$11,864$13,422$2,237iApproximate average salary by contribution assumption: employee only about $55,925 at 4% or $37,283 at 6%; with 50% employer match about $37,283 at 4% or $24,856 at 6%; with 100% employer match about $27,963 at 4% or $18,642 at 6%.
Compounding Docs Inc-6$11,864$13,422$2,237iApproximate average salary by contribution assumption: employee only about $55,925 at 4% or $37,283 at 6%; with 50% employer match about $37,283 at 4% or $24,856 at 6%; with 100% employer match about $27,963 at 4% or $18,642 at 6%.