Civic Intelligence

Wakely and Associates Inc

Plan context: Wakely & Associates Inc Profit Sharing Plan

EIN 59-1235891 • 10 filings • 5 plans

Current Snapshot

Latest Year

2008

2008 Participants

296

2008 Assets

$5,411,438

2008 Contributions

$1,112,597

Historical Graphs

Total Assets Over Time

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

$12,090,168$6,045,084$0199920042008YearValue
$5,411,438Latest year 2008

Participants Over Time

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

3181590199920042008YearValue
296Latest year 2008

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
20081296$5,411,438$1,112,597$3,759iApproximate average salary by contribution assumption: employee only about $93,969 at 4% or $62,646 at 6%; with 50% employer match about $62,646 at 4% or $41,764 at 6%; with 100% employer match about $46,985 at 4% or $31,323 at 6%.
Wakely & Associates Inc Profit Sharing Plan-296$5,411,438$1,112,597$3,759iApproximate average salary by contribution assumption: employee only about $93,969 at 4% or $62,646 at 6%; with 50% employer match about $62,646 at 4% or $41,764 at 6%; with 100% employer match about $46,985 at 4% or $31,323 at 6%.
20071318$12,090,168$1,158,729$3,644iApproximate average salary by contribution assumption: employee only about $91,095 at 4% or $60,730 at 6%; with 50% employer match about $60,730 at 4% or $40,487 at 6%; with 100% employer match about $45,548 at 4% or $30,365 at 6%.
Wakely & Associates Inc Profit Sharing Plan-318$12,090,168$1,158,729$3,644iApproximate average salary by contribution assumption: employee only about $91,095 at 4% or $60,730 at 6%; with 50% employer match about $60,730 at 4% or $40,487 at 6%; with 100% employer match about $45,548 at 4% or $30,365 at 6%.
20061307$11,859,278$975,644$3,178iApproximate average salary by contribution assumption: employee only about $79,450 at 4% or $52,967 at 6%; with 50% employer match about $52,967 at 4% or $35,311 at 6%; with 100% employer match about $39,725 at 4% or $26,483 at 6%.
Wakely & Associates Inc Profit Sharing Plan-307$11,859,278$975,644$3,178iApproximate average salary by contribution assumption: employee only about $79,450 at 4% or $52,967 at 6%; with 50% employer match about $52,967 at 4% or $35,311 at 6%; with 100% employer match about $39,725 at 4% or $26,483 at 6%.
20051249$10,387,577$895,331$3,596iApproximate average salary by contribution assumption: employee only about $89,893 at 4% or $59,928 at 6%; with 50% employer match about $59,928 at 4% or $39,952 at 6%; with 100% employer match about $44,946 at 4% or $29,964 at 6%.
Wakely & Associates Inc Profit Sharing Plan-249$10,387,577$895,331$3,596iApproximate average salary by contribution assumption: employee only about $89,893 at 4% or $59,928 at 6%; with 50% employer match about $59,928 at 4% or $39,952 at 6%; with 100% employer match about $44,946 at 4% or $29,964 at 6%.
20041233$9,252,014$797,289$3,422iApproximate average salary by contribution assumption: employee only about $85,546 at 4% or $57,031 at 6%; with 50% employer match about $57,031 at 4% or $38,020 at 6%; with 100% employer match about $42,773 at 4% or $28,515 at 6%.
Wakely & Associates Inc Profit Sharing Plan-233$9,252,014$797,289$3,422iApproximate average salary by contribution assumption: employee only about $85,546 at 4% or $57,031 at 6%; with 50% employer match about $57,031 at 4% or $38,020 at 6%; with 100% employer match about $42,773 at 4% or $28,515 at 6%.
20031238$8,886,714$690,889$2,903iApproximate average salary by contribution assumption: employee only about $72,572 at 4% or $48,382 at 6%; with 50% employer match about $48,382 at 4% or $32,254 at 6%; with 100% employer match about $36,286 at 4% or $24,191 at 6%.
Wakely & Associates Inc Profit Sharing Plan-238$8,886,714$690,889$2,903iApproximate average salary by contribution assumption: employee only about $72,572 at 4% or $48,382 at 6%; with 50% employer match about $48,382 at 4% or $32,254 at 6%; with 100% employer match about $36,286 at 4% or $24,191 at 6%.
20021236$7,150,490$731,983$3,102iApproximate average salary by contribution assumption: employee only about $77,541 at 4% or $51,694 at 6%; with 50% employer match about $51,694 at 4% or $34,462 at 6%; with 100% employer match about $38,770 at 4% or $25,847 at 6%.
Wakely & Associates Inc Profit Sharing Plan-236$7,150,490$731,983$3,102iApproximate average salary by contribution assumption: employee only about $77,541 at 4% or $51,694 at 6%; with 50% employer match about $51,694 at 4% or $34,462 at 6%; with 100% employer match about $38,770 at 4% or $25,847 at 6%.
20011175$10,353,721$625,714$3,576iApproximate average salary by contribution assumption: employee only about $89,388 at 4% or $59,592 at 6%; with 50% employer match about $59,592 at 4% or $39,728 at 6%; with 100% employer match about $44,694 at 4% or $29,796 at 6%.
Wakely & Associates Inc Profit Sharing Plan-175$10,353,721$625,714$3,576iApproximate average salary by contribution assumption: employee only about $89,388 at 4% or $59,592 at 6%; with 50% employer match about $59,592 at 4% or $39,728 at 6%; with 100% employer match about $44,694 at 4% or $29,796 at 6%.
20001181$0$0-
WAKELY AND ASSOCIATES, INC. WELFARE PLAN-181---
1999150$10,681,731$219,430$4,389iApproximate average salary by contribution assumption: employee only about $109,715 at 4% or $73,143 at 6%; with 50% employer match about $73,143 at 4% or $48,762 at 6%; with 100% employer match about $54,858 at 4% or $36,572 at 6%.
Wakely & Associates Inc Profit Sharing Plan-50$10,681,731$219,430$4,389iApproximate average salary by contribution assumption: employee only about $109,715 at 4% or $73,143 at 6%; with 50% employer match about $73,143 at 4% or $48,762 at 6%; with 100% employer match about $54,858 at 4% or $36,572 at 6%.