Civic Intelligence

Wadley Financial Group LLC

Plan context: Wadley Financial Group LLC 401(K) Profit Sharing Plan

EIN 58-2454601 • Suwanee, GA • 16 filings • 2 plans

1148 Satellite Blvd, Ste 101Suwanee, GA 30024
Current Snapshot

Latest Year

2022

2022 Participants

3

2022 Assets

$1,517,628

2022 Contributions

$63,990

Historical Graphs

Total Assets Over Time

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

$1,517,628$758,814$0200820152021YearValue
$1,517,628Latest year 2021

Participants Over Time

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

530200720142021YearValue
3Latest year 2021

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
202210$0$63,990-
Wadley Financial Group LLC 401(K) Profit Sharing Plan-0$0$63,990-
202113$1,517,628$93,160$31,053iApproximate average salary by contribution assumption: employee only about $776,333 at 4% or $517,556 at 6%; with 50% employer match about $517,556 at 4% or $345,037 at 6%; with 100% employer match about $388,167 at 4% or $258,778 at 6%.
Wadley Financial Group LLC 401(K) Profit Sharing Plan-3$1,517,628$93,160$31,053iApproximate average salary by contribution assumption: employee only about $776,333 at 4% or $517,556 at 6%; with 50% employer match about $517,556 at 4% or $345,037 at 6%; with 100% employer match about $388,167 at 4% or $258,778 at 6%.
202014$1,251,111$80,525$20,131iApproximate average salary by contribution assumption: employee only about $503,281 at 4% or $335,521 at 6%; with 50% employer match about $335,521 at 4% or $223,681 at 6%; with 100% employer match about $251,641 at 4% or $167,760 at 6%.
Wadley Financial Group LLC 401(K) Profit Sharing Plan-4$1,251,111$80,525$20,131iApproximate average salary by contribution assumption: employee only about $503,281 at 4% or $335,521 at 6%; with 50% employer match about $335,521 at 4% or $223,681 at 6%; with 100% employer match about $251,641 at 4% or $167,760 at 6%.
201915$1,512,173$71,803$14,361iApproximate average salary by contribution assumption: employee only about $359,015 at 4% or $239,343 at 6%; with 50% employer match about $239,343 at 4% or $159,562 at 6%; with 100% employer match about $179,508 at 4% or $119,672 at 6%.
Wadley Financial Group LLC 401(K) Profit Sharing Plan-5$1,512,173$71,803$14,361iApproximate average salary by contribution assumption: employee only about $359,015 at 4% or $239,343 at 6%; with 50% employer match about $239,343 at 4% or $159,562 at 6%; with 100% employer match about $179,508 at 4% or $119,672 at 6%.
201815$1,150,974$65,938$13,188iApproximate average salary by contribution assumption: employee only about $329,690 at 4% or $219,793 at 6%; with 50% employer match about $219,793 at 4% or $146,529 at 6%; with 100% employer match about $164,845 at 4% or $109,897 at 6%.
Wadley Financial Group LLC 401(K) Profit Sharing Plan-5$1,150,974$65,938$13,188iApproximate average salary by contribution assumption: employee only about $329,690 at 4% or $219,793 at 6%; with 50% employer match about $219,793 at 4% or $146,529 at 6%; with 100% employer match about $164,845 at 4% or $109,897 at 6%.
201715$1,193,565$49,070$9,814iApproximate average salary by contribution assumption: employee only about $245,350 at 4% or $163,567 at 6%; with 50% employer match about $163,567 at 4% or $109,044 at 6%; with 100% employer match about $122,675 at 4% or $81,783 at 6%.
Wadley Financial Group LLC 401(K) Profit Sharing Plan-5$1,193,565$49,070$9,814iApproximate average salary by contribution assumption: employee only about $245,350 at 4% or $163,567 at 6%; with 50% employer match about $163,567 at 4% or $109,044 at 6%; with 100% employer match about $122,675 at 4% or $81,783 at 6%.
201614$955,566$54,233$13,558iApproximate average salary by contribution assumption: employee only about $338,956 at 4% or $225,971 at 6%; with 50% employer match about $225,971 at 4% or $150,647 at 6%; with 100% employer match about $169,478 at 4% or $112,985 at 6%.
Wadley Financial Group LLC 401(K) Profit Sharing Plan-4$955,566$54,233$13,558iApproximate average salary by contribution assumption: employee only about $338,956 at 4% or $225,971 at 6%; with 50% employer match about $225,971 at 4% or $150,647 at 6%; with 100% employer match about $169,478 at 4% or $112,985 at 6%.
201514$813,474$35,668$8,917iApproximate average salary by contribution assumption: employee only about $222,925 at 4% or $148,617 at 6%; with 50% employer match about $148,617 at 4% or $99,078 at 6%; with 100% employer match about $111,463 at 4% or $74,308 at 6%.
Wadley Financial Group LLC 401(K) Profit Sharing Plan-4$813,474$35,668$8,917iApproximate average salary by contribution assumption: employee only about $222,925 at 4% or $148,617 at 6%; with 50% employer match about $148,617 at 4% or $99,078 at 6%; with 100% employer match about $111,463 at 4% or $74,308 at 6%.
201415$1,362,636$66,371$13,274iApproximate average salary by contribution assumption: employee only about $331,855 at 4% or $221,237 at 6%; with 50% employer match about $221,237 at 4% or $147,491 at 6%; with 100% employer match about $165,928 at 4% or $110,618 at 6%.
Wadley Financial Group LLC 401(K) Profit Sharing Plan-5$1,362,636$66,371$13,274iApproximate average salary by contribution assumption: employee only about $331,855 at 4% or $221,237 at 6%; with 50% employer match about $221,237 at 4% or $147,491 at 6%; with 100% employer match about $165,928 at 4% or $110,618 at 6%.
201315$1,222,656$76,192$15,238iApproximate average salary by contribution assumption: employee only about $380,960 at 4% or $253,973 at 6%; with 50% employer match about $253,973 at 4% or $169,316 at 6%; with 100% employer match about $190,480 at 4% or $126,987 at 6%.
Wadley Financial Group LLC 401(K) Profit Sharing Plan-5$1,222,656$76,192$15,238iApproximate average salary by contribution assumption: employee only about $380,960 at 4% or $253,973 at 6%; with 50% employer match about $253,973 at 4% or $169,316 at 6%; with 100% employer match about $190,480 at 4% or $126,987 at 6%.
201215$920,138$146,501$29,300iApproximate average salary by contribution assumption: employee only about $732,505 at 4% or $488,337 at 6%; with 50% employer match about $488,337 at 4% or $325,558 at 6%; with 100% employer match about $366,253 at 4% or $244,168 at 6%.
Wadley Financial Group LLC 401(K) Profit Sharing Plan-5$920,138$146,501$29,300iApproximate average salary by contribution assumption: employee only about $732,505 at 4% or $488,337 at 6%; with 50% employer match about $488,337 at 4% or $325,558 at 6%; with 100% employer match about $366,253 at 4% or $244,168 at 6%.
201115$672,277$147,021$29,404iApproximate average salary by contribution assumption: employee only about $735,105 at 4% or $490,070 at 6%; with 50% employer match about $490,070 at 4% or $326,713 at 6%; with 100% employer match about $367,553 at 4% or $245,035 at 6%.
Wadley Financial Group LLC 401(K) Profit Sharing Plan-5$672,277$147,021$29,404iApproximate average salary by contribution assumption: employee only about $735,105 at 4% or $490,070 at 6%; with 50% employer match about $490,070 at 4% or $326,713 at 6%; with 100% employer match about $367,553 at 4% or $245,035 at 6%.
201015$610,260$126,221$25,244iApproximate average salary by contribution assumption: employee only about $631,105 at 4% or $420,737 at 6%; with 50% employer match about $420,737 at 4% or $280,491 at 6%; with 100% employer match about $315,553 at 4% or $210,368 at 6%.
Wadley Financial Group LLC 401(K) Profit Sharing Plan-5$610,260$126,221$25,244iApproximate average salary by contribution assumption: employee only about $631,105 at 4% or $420,737 at 6%; with 50% employer match about $420,737 at 4% or $280,491 at 6%; with 100% employer match about $315,553 at 4% or $210,368 at 6%.
200914$420,834$174,988$43,747iApproximate average salary by contribution assumption: employee only about $1,093,675 at 4% or $729,117 at 6%; with 50% employer match about $729,117 at 4% or $486,078 at 6%; with 100% employer match about $546,838 at 4% or $364,558 at 6%.
Wadley Financial Group LLC 401(K) Profit Sharing Plan-4$420,834$174,988$43,747iApproximate average salary by contribution assumption: employee only about $1,093,675 at 4% or $729,117 at 6%; with 50% employer match about $729,117 at 4% or $486,078 at 6%; with 100% employer match about $546,838 at 4% or $364,558 at 6%.
200814$170,536$56,426$14,107iApproximate average salary by contribution assumption: employee only about $352,663 at 4% or $235,108 at 6%; with 50% employer match about $235,108 at 4% or $156,739 at 6%; with 100% employer match about $176,331 at 4% or $117,554 at 6%.
Wadley Financial Group LLC 401(K) Profit Sharing Plan-4$170,536$56,426$14,107iApproximate average salary by contribution assumption: employee only about $352,663 at 4% or $235,108 at 6%; with 50% employer match about $235,108 at 4% or $156,739 at 6%; with 100% employer match about $176,331 at 4% or $117,554 at 6%.
200714$0$0-
Wadley Financial Group LLC 401(K) Profit Sharing Plan-4---