Civic Intelligence

Wunderlich Securities, Inc.

Plan context: Wunderlich Securities 401K Profit Sharing Plan

EIN 62-1518255 • Memphis, TN • 33 filings • 4 plans

6000 Poplar AveSuite 150Memphis, TN 38119
Current Snapshot

Latest Year

2015

2015 Participants

431

2015 Assets

$23,292,419

2015 Contributions

$6,356,186

Historical Graphs

Total Assets Over Time

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

$23,292,419$11,646,210$0199920082015YearValue
$23,292,419Latest year 2015

Participants Over Time

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

4312160199920072015YearValue
431Latest year 2015

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
20153431$23,292,419$6,356,186$14,748iApproximate average salary by contribution assumption: employee only about $368,688 at 4% or $245,792 at 6%; with 50% employer match about $245,792 at 4% or $163,861 at 6%; with 100% employer match about $184,344 at 4% or $122,896 at 6%.
Wunderlich Securities 401K Profit Sharing Plan-431$23,292,419$6,356,186$14,748iApproximate average salary by contribution assumption: employee only about $368,688 at 4% or $245,792 at 6%; with 50% employer match about $245,792 at 4% or $163,861 at 6%; with 100% employer match about $184,344 at 4% or $122,896 at 6%.
Wunderlich Securities Inc. Section 125 Cafeteria Plan-330---
Wunderlich Securities Inc. Health Reimbursement Arrangement-150---
20143415$19,043,705$3,973,068$9,574iApproximate average salary by contribution assumption: employee only about $239,341 at 4% or $159,561 at 6%; with 50% employer match about $159,561 at 4% or $106,374 at 6%; with 100% employer match about $119,671 at 4% or $79,780 at 6%.
Wunderlich Securities 401K Profit Sharing Plan-415$19,043,705$3,973,068$9,574iApproximate average salary by contribution assumption: employee only about $239,341 at 4% or $159,561 at 6%; with 50% employer match about $159,561 at 4% or $106,374 at 6%; with 100% employer match about $119,671 at 4% or $79,780 at 6%.
Wunderlich Securities Inc. Section 125 Cafeteria Plan-255---
Wunderlich Securities Inc. Health Reimbursement Arrangement-139---
20133401$16,374,761$2,990,555$7,458iApproximate average salary by contribution assumption: employee only about $186,444 at 4% or $124,296 at 6%; with 50% employer match about $124,296 at 4% or $82,864 at 6%; with 100% employer match about $93,222 at 4% or $62,148 at 6%.
Wunderlich Securities 401K Profit Sharing Plan-401$16,374,761$2,990,555$7,458iApproximate average salary by contribution assumption: employee only about $186,444 at 4% or $124,296 at 6%; with 50% employer match about $124,296 at 4% or $82,864 at 6%; with 100% employer match about $93,222 at 4% or $62,148 at 6%.
Wunderlich Securities Inc. Health Reimbursement Arrangement-100---
Wunderlich Securities Inc. Section 125 Cafeteria Plan-300---
20123346$12,248,104$2,793,552$8,074iApproximate average salary by contribution assumption: employee only about $201,846 at 4% or $134,564 at 6%; with 50% employer match about $134,564 at 4% or $89,709 at 6%; with 100% employer match about $100,923 at 4% or $67,282 at 6%.
Wunderlich Securities 401K Profit Sharing Plan-346$12,248,104$2,793,552$8,074iApproximate average salary by contribution assumption: employee only about $201,846 at 4% or $134,564 at 6%; with 50% employer match about $134,564 at 4% or $89,709 at 6%; with 100% employer match about $100,923 at 4% or $67,282 at 6%.
Wunderlich Securities Inc. Health Reimbursement Arrangement-272---
Wunderlich Securities Inc. Section 125 Cafeteria Plan-283---
20113343$9,525,260$2,210,316$6,444iApproximate average salary by contribution assumption: employee only about $161,102 at 4% or $107,401 at 6%; with 50% employer match about $107,401 at 4% or $71,601 at 6%; with 100% employer match about $80,551 at 4% or $53,701 at 6%.
Wunderlich Securities 401K Profit Sharing Plan-343$9,525,260$2,210,316$6,444iApproximate average salary by contribution assumption: employee only about $161,102 at 4% or $107,401 at 6%; with 50% employer match about $107,401 at 4% or $71,601 at 6%; with 100% employer match about $80,551 at 4% or $53,701 at 6%.
Wunderlich Securities Inc. Health Reimbursement Arrangement-170---
Wunderlich Securities Inc. Section 125 Cafeteria Plan-272---
20103291$8,177,915$1,829,293$6,286iApproximate average salary by contribution assumption: employee only about $157,156 at 4% or $104,771 at 6%; with 50% employer match about $104,771 at 4% or $69,847 at 6%; with 100% employer match about $78,578 at 4% or $52,385 at 6%.
Wunderlich Securities 401K Profit Sharing Plan-291$8,177,915$1,829,293$6,286iApproximate average salary by contribution assumption: employee only about $157,156 at 4% or $104,771 at 6%; with 50% employer match about $104,771 at 4% or $69,847 at 6%; with 100% employer match about $78,578 at 4% or $52,385 at 6%.
Wunderlich Securities Inc. Health Reimbursement Arrangement-157---
Wunderlich Securities Inc. Section 125 Cafeteria Plan-195---
20092219$6,325,821$1,290,888$5,894iApproximate average salary by contribution assumption: employee only about $147,362 at 4% or $98,241 at 6%; with 50% employer match about $98,241 at 4% or $65,494 at 6%; with 100% employer match about $73,681 at 4% or $49,121 at 6%.
Wunderlich Securities 401K Profit Sharing Plan-219$6,325,821$1,290,888$5,894iApproximate average salary by contribution assumption: employee only about $147,362 at 4% or $98,241 at 6%; with 50% employer match about $98,241 at 4% or $65,494 at 6%; with 100% employer match about $73,681 at 4% or $49,121 at 6%.
Wunderlich Securities Inc. Section 125 Cafeteria Plan-180---
20082156$4,459,803$1,398,989$8,968iApproximate average salary by contribution assumption: employee only about $224,197 at 4% or $149,465 at 6%; with 50% employer match about $149,465 at 4% or $99,643 at 6%; with 100% employer match about $112,098 at 4% or $74,732 at 6%.
Wunderlich Securities 401K Profit Sharing Plan-156$4,459,803$1,398,989$8,968iApproximate average salary by contribution assumption: employee only about $224,197 at 4% or $149,465 at 6%; with 50% employer match about $149,465 at 4% or $99,643 at 6%; with 100% employer match about $112,098 at 4% or $74,732 at 6%.
Wunderlich Securities Inc. Section 125 Cafeteria Plan-150---
20072137$5,521,024$1,025,724$7,487iApproximate average salary by contribution assumption: employee only about $187,176 at 4% or $124,784 at 6%; with 50% employer match about $124,784 at 4% or $83,189 at 6%; with 100% employer match about $93,588 at 4% or $62,392 at 6%.
Wunderlich Securities 401K Profit Sharing Plan-130$5,521,024$1,025,724$7,890iApproximate average salary by contribution assumption: employee only about $197,255 at 4% or $131,503 at 6%; with 50% employer match about $131,503 at 4% or $87,669 at 6%; with 100% employer match about $98,627 at 4% or $65,752 at 6%.
Wunderlich Securities Inc. Section 125 Cafeteria Plan-137---
20062133$4,358,895$1,064,312$8,002iApproximate average salary by contribution assumption: employee only about $200,059 at 4% or $133,372 at 6%; with 50% employer match about $133,372 at 4% or $88,915 at 6%; with 100% employer match about $100,029 at 4% or $66,686 at 6%.
Wunderlich Securities 401K Profit Sharing Plan-123$4,358,895$1,064,312$8,653iApproximate average salary by contribution assumption: employee only about $216,324 at 4% or $144,216 at 6%; with 50% employer match about $144,216 at 4% or $96,144 at 6%; with 100% employer match about $108,162 at 4% or $72,108 at 6%.
Wunderlich Securities Inc. Section 125 Cafeteria Plan-133---
20051122$3,029,591$821,385$6,733iApproximate average salary by contribution assumption: employee only about $168,317 at 4% or $112,211 at 6%; with 50% employer match about $112,211 at 4% or $74,807 at 6%; with 100% employer match about $84,158 at 4% or $56,106 at 6%.
Wunderlich Securities 401K Profit Sharing Plan-122$3,029,591$821,385$6,733iApproximate average salary by contribution assumption: employee only about $168,317 at 4% or $112,211 at 6%; with 50% employer match about $112,211 at 4% or $74,807 at 6%; with 100% employer match about $84,158 at 4% or $56,106 at 6%.
2004197$2,027,609$498,227$5,136iApproximate average salary by contribution assumption: employee only about $128,409 at 4% or $85,606 at 6%; with 50% employer match about $85,606 at 4% or $57,071 at 6%; with 100% employer match about $64,205 at 4% or $42,803 at 6%.
Wunderlich Securities 401K Profit Sharing Plan-97$2,027,609$498,227$5,136iApproximate average salary by contribution assumption: employee only about $128,409 at 4% or $85,606 at 6%; with 50% employer match about $85,606 at 4% or $57,071 at 6%; with 100% employer match about $64,205 at 4% or $42,803 at 6%.
2003181$1,485,774$447,663$5,527iApproximate average salary by contribution assumption: employee only about $138,168 at 4% or $92,112 at 6%; with 50% employer match about $92,112 at 4% or $61,408 at 6%; with 100% employer match about $69,084 at 4% or $46,056 at 6%.
Wunderlich Securities 401K Profit Sharing Plan-81$1,485,774$447,663$5,527iApproximate average salary by contribution assumption: employee only about $138,168 at 4% or $92,112 at 6%; with 50% employer match about $92,112 at 4% or $61,408 at 6%; with 100% employer match about $69,084 at 4% or $46,056 at 6%.
20021108$1,064,498$289,068$2,677iApproximate average salary by contribution assumption: employee only about $66,914 at 4% or $44,609 at 6%; with 50% employer match about $44,609 at 4% or $29,740 at 6%; with 100% employer match about $33,457 at 4% or $22,305 at 6%.
Wunderlich Securities 401K Profit Sharing Plan-108$1,064,498$289,068$2,677iApproximate average salary by contribution assumption: employee only about $66,914 at 4% or $44,609 at 6%; with 50% employer match about $44,609 at 4% or $29,740 at 6%; with 100% employer match about $33,457 at 4% or $22,305 at 6%.
20011105$0$0-
Wunderlich Securities 401K Profit Sharing Plan-105---
2000160$0$0-
Wunderlich Securities 401K Profit Sharing Plan-60---
1999150$551,886$247,079$4,942iApproximate average salary by contribution assumption: employee only about $123,540 at 4% or $82,360 at 6%; with 50% employer match about $82,360 at 4% or $54,906 at 6%; with 100% employer match about $61,770 at 4% or $41,180 at 6%.
Wunderlich Securities 401K Profit Sharing Plan-50$551,886$247,079$4,942iApproximate average salary by contribution assumption: employee only about $123,540 at 4% or $82,360 at 6%; with 50% employer match about $82,360 at 4% or $54,906 at 6%; with 100% employer match about $61,770 at 4% or $41,180 at 6%.