Civic Intelligence

Wolverton & Associates Inc.

Plan context: Wolverton & Associates Inc. Savings Plan

EIN 58-1856221 • Duluth, GA • 21 filings • 3 plans

6745 Sugarloaf PkwySte 100Duluth, GA 30097-4507
Current Snapshot

Latest Year

2020

2020 Participants

91

2020 Assets

$9,563,147

2020 Contributions

$930,572

Historical Graphs

Total Assets Over Time

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

$9,563,147$4,781,574$0199920102019YearValue
$9,563,147Latest year 2019

Participants Over Time

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

100500199920102019YearValue
91Latest 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$0-
Wolverton & Associates Inc. Savings Plan-0---
2019191$9,563,147$930,572$10,226iApproximate average salary by contribution assumption: employee only about $255,652 at 4% or $170,434 at 6%; with 50% employer match about $170,434 at 4% or $113,623 at 6%; with 100% employer match about $127,826 at 4% or $85,217 at 6%.
Wolverton & Associates Inc. Savings Plan-91$9,563,147$930,572$10,226iApproximate average salary by contribution assumption: employee only about $255,652 at 4% or $170,434 at 6%; with 50% employer match about $170,434 at 4% or $113,623 at 6%; with 100% employer match about $127,826 at 4% or $85,217 at 6%.
2018198$8,388,200$1,140,769$11,641iApproximate average salary by contribution assumption: employee only about $291,013 at 4% or $194,008 at 6%; with 50% employer match about $194,008 at 4% or $129,339 at 6%; with 100% employer match about $145,506 at 4% or $97,004 at 6%.
Wolverton & Associates Inc. Savings Plan-98$8,388,200$1,140,769$11,641iApproximate average salary by contribution assumption: employee only about $291,013 at 4% or $194,008 at 6%; with 50% employer match about $194,008 at 4% or $129,339 at 6%; with 100% employer match about $145,506 at 4% or $97,004 at 6%.
2017196$8,964,104$1,022,295$10,649iApproximate average salary by contribution assumption: employee only about $266,223 at 4% or $177,482 at 6%; with 50% employer match about $177,482 at 4% or $118,321 at 6%; with 100% employer match about $133,111 at 4% or $88,741 at 6%.
Wolverton & Associates Inc. Savings Plan-96$8,964,104$1,022,295$10,649iApproximate average salary by contribution assumption: employee only about $266,223 at 4% or $177,482 at 6%; with 50% employer match about $177,482 at 4% or $118,321 at 6%; with 100% employer match about $133,111 at 4% or $88,741 at 6%.
20161100$7,400,719$860,572$8,606iApproximate average salary by contribution assumption: employee only about $215,143 at 4% or $143,429 at 6%; with 50% employer match about $143,429 at 4% or $95,619 at 6%; with 100% employer match about $107,571 at 4% or $71,714 at 6%.
Wolverton & Associates Inc. Savings Plan-100$7,400,719$860,572$8,606iApproximate average salary by contribution assumption: employee only about $215,143 at 4% or $143,429 at 6%; with 50% employer match about $143,429 at 4% or $95,619 at 6%; with 100% employer match about $107,571 at 4% or $71,714 at 6%.
2015195$6,169,286$679,504$7,153iApproximate average salary by contribution assumption: employee only about $178,817 at 4% or $119,211 at 6%; with 50% employer match about $119,211 at 4% or $79,474 at 6%; with 100% employer match about $89,408 at 4% or $59,606 at 6%.
Wolverton & Associates Inc. Savings Plan-95$6,169,286$679,504$7,153iApproximate average salary by contribution assumption: employee only about $178,817 at 4% or $119,211 at 6%; with 50% employer match about $119,211 at 4% or $79,474 at 6%; with 100% employer match about $89,408 at 4% or $59,606 at 6%.
2014188$5,773,805$880,631$10,007iApproximate average salary by contribution assumption: employee only about $250,179 at 4% or $166,786 at 6%; with 50% employer match about $166,786 at 4% or $111,191 at 6%; with 100% employer match about $125,090 at 4% or $83,393 at 6%.
Wolverton & Associates Inc. Savings Plan-88$5,773,805$880,631$10,007iApproximate average salary by contribution assumption: employee only about $250,179 at 4% or $166,786 at 6%; with 50% employer match about $166,786 at 4% or $111,191 at 6%; with 100% employer match about $125,090 at 4% or $83,393 at 6%.
2013165$4,947,162$568,970$8,753iApproximate average salary by contribution assumption: employee only about $218,835 at 4% or $145,890 at 6%; with 50% employer match about $145,890 at 4% or $97,260 at 6%; with 100% employer match about $109,417 at 4% or $72,945 at 6%.
Wolverton & Associates Inc. Savings Plan-65$4,947,162$568,970$8,753iApproximate average salary by contribution assumption: employee only about $218,835 at 4% or $145,890 at 6%; with 50% employer match about $145,890 at 4% or $97,260 at 6%; with 100% employer match about $109,417 at 4% or $72,945 at 6%.
2012166$5,029,588$683,079$10,350iApproximate average salary by contribution assumption: employee only about $258,742 at 4% or $172,495 at 6%; with 50% employer match about $172,495 at 4% or $114,996 at 6%; with 100% employer match about $129,371 at 4% or $86,247 at 6%.
Wolverton & Associates Inc. Savings Plan-66$5,029,588$683,079$10,350iApproximate average salary by contribution assumption: employee only about $258,742 at 4% or $172,495 at 6%; with 50% employer match about $172,495 at 4% or $114,996 at 6%; with 100% employer match about $129,371 at 4% or $86,247 at 6%.
2011167$4,211,592$480,862$7,177iApproximate average salary by contribution assumption: employee only about $179,426 at 4% or $119,617 at 6%; with 50% employer match about $119,617 at 4% or $79,745 at 6%; with 100% employer match about $89,713 at 4% or $59,809 at 6%.
Wolverton & Associates Inc. Savings Plan-67$4,211,592$480,862$7,177iApproximate average salary by contribution assumption: employee only about $179,426 at 4% or $119,617 at 6%; with 50% employer match about $119,617 at 4% or $79,745 at 6%; with 100% employer match about $89,713 at 4% or $59,809 at 6%.
2010162$3,874,031$424,073$6,840iApproximate average salary by contribution assumption: employee only about $170,997 at 4% or $113,998 at 6%; with 50% employer match about $113,998 at 4% or $75,999 at 6%; with 100% employer match about $85,499 at 4% or $56,999 at 6%.
Wolverton & Associates Inc. Savings Plan-62$3,874,031$424,073$6,840iApproximate average salary by contribution assumption: employee only about $170,997 at 4% or $113,998 at 6%; with 50% employer match about $113,998 at 4% or $75,999 at 6%; with 100% employer match about $85,499 at 4% or $56,999 at 6%.
2009170$3,355,081$459,934$6,570iApproximate average salary by contribution assumption: employee only about $164,262 at 4% or $109,508 at 6%; with 50% employer match about $109,508 at 4% or $73,005 at 6%; with 100% employer match about $82,131 at 4% or $54,754 at 6%.
Wolverton & Associates Inc. Savings Plan-70$3,355,081$459,934$6,570iApproximate average salary by contribution assumption: employee only about $164,262 at 4% or $109,508 at 6%; with 50% employer match about $109,508 at 4% or $73,005 at 6%; with 100% employer match about $82,131 at 4% or $54,754 at 6%.
2008174$2,678,162$580,735$7,848iApproximate average salary by contribution assumption: employee only about $196,194 at 4% or $130,796 at 6%; with 50% employer match about $130,796 at 4% or $87,197 at 6%; with 100% employer match about $98,097 at 4% or $65,398 at 6%.
Wolverton & Associates Inc. Savings Plan-74$2,678,162$580,735$7,848iApproximate average salary by contribution assumption: employee only about $196,194 at 4% or $130,796 at 6%; with 50% employer match about $130,796 at 4% or $87,197 at 6%; with 100% employer match about $98,097 at 4% or $65,398 at 6%.
2006195$3,011,972$576,821$6,072iApproximate average salary by contribution assumption: employee only about $151,795 at 4% or $101,197 at 6%; with 50% employer match about $101,197 at 4% or $67,464 at 6%; with 100% employer match about $75,898 at 4% or $50,598 at 6%.
Wolverton & Associates Inc. Savings Plan-95$3,011,972$576,821$6,072iApproximate average salary by contribution assumption: employee only about $151,795 at 4% or $101,197 at 6%; with 50% employer match about $101,197 at 4% or $67,464 at 6%; with 100% employer match about $75,898 at 4% or $50,598 at 6%.
2005155$2,156,978$421,695$7,667iApproximate average salary by contribution assumption: employee only about $191,680 at 4% or $127,786 at 6%; with 50% employer match about $127,786 at 4% or $85,191 at 6%; with 100% employer match about $95,840 at 4% or $63,893 at 6%.
Wolverton & Associates Inc. Savings Plan-55$2,156,978$421,695$7,667iApproximate average salary by contribution assumption: employee only about $191,680 at 4% or $127,786 at 6%; with 50% employer match about $127,786 at 4% or $85,191 at 6%; with 100% employer match about $95,840 at 4% or $63,893 at 6%.
2004147$1,647,228$360,826$7,677iApproximate average salary by contribution assumption: employee only about $191,929 at 4% or $127,952 at 6%; with 50% employer match about $127,952 at 4% or $85,302 at 6%; with 100% employer match about $95,964 at 4% or $63,976 at 6%.
Wolverton & Associates Inc. Savings Plan-47$1,647,228$360,826$7,677iApproximate average salary by contribution assumption: employee only about $191,929 at 4% or $127,952 at 6%; with 50% employer match about $127,952 at 4% or $85,302 at 6%; with 100% employer match about $95,964 at 4% or $63,976 at 6%.
2003141$1,280,073$285,732$6,969iApproximate average salary by contribution assumption: employee only about $174,227 at 4% or $116,151 at 6%; with 50% employer match about $116,151 at 4% or $77,434 at 6%; with 100% employer match about $87,113 at 4% or $58,076 at 6%.
Wolverton & Associates Inc. Savings Plan-41$1,280,073$285,732$6,969iApproximate average salary by contribution assumption: employee only about $174,227 at 4% or $116,151 at 6%; with 50% employer match about $116,151 at 4% or $77,434 at 6%; with 100% employer match about $87,113 at 4% or $58,076 at 6%.
2002146$805,985$235,379$5,117iApproximate average salary by contribution assumption: employee only about $127,923 at 4% or $85,282 at 6%; with 50% employer match about $85,282 at 4% or $56,855 at 6%; with 100% employer match about $63,962 at 4% or $42,641 at 6%.
Wolverton & Associates Inc. Savings Plan-46$805,985$235,379$5,117iApproximate average salary by contribution assumption: employee only about $127,923 at 4% or $85,282 at 6%; with 50% employer match about $85,282 at 4% or $56,855 at 6%; with 100% employer match about $63,962 at 4% or $42,641 at 6%.
2001144$0$0-
Wolverton & Associates Inc. Savings Plan-44---
2000129$725,238$150,446$5,188iApproximate average salary by contribution assumption: employee only about $129,695 at 4% or $86,463 at 6%; with 50% employer match about $86,463 at 4% or $57,642 at 6%; with 100% employer match about $64,847 at 4% or $43,232 at 6%.
Wolverton & Associates Inc. Savings Plan-29$725,238$150,446$5,188iApproximate average salary by contribution assumption: employee only about $129,695 at 4% or $86,463 at 6%; with 50% employer match about $86,463 at 4% or $57,642 at 6%; with 100% employer match about $64,847 at 4% or $43,232 at 6%.
1999126$673,346$114,249$4,394iApproximate average salary by contribution assumption: employee only about $109,855 at 4% or $73,237 at 6%; with 50% employer match about $73,237 at 4% or $48,824 at 6%; with 100% employer match about $54,927 at 4% or $36,618 at 6%.
Wolverton & Associates Inc. Savings Plan-26$673,346$114,249$4,394iApproximate average salary by contribution assumption: employee only about $109,855 at 4% or $73,237 at 6%; with 50% employer match about $73,237 at 4% or $48,824 at 6%; with 100% employer match about $54,927 at 4% or $36,618 at 6%.