Civic Intelligence

Wetherall Financial Services

Plan context: Wetherall Financial Services 401(K) Plan

EIN 62-1640545 • Knoxville, TN • 15 filings • 1 plans

PO Box 10084Knoxville, TN 37939
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$1,177,812

2024 Contributions

$10,324

Historical Graphs

Total Assets Over Time

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

$1,368,359$684,180$0201020172023YearValue
$1,177,812Latest year 2023

Participants Over Time

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

320201020172023YearValue
1Latest year 2023

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
202410$0$10,324-
Wetherall Financial Services 401(K) Plan-0$0$10,324-
202311$1,177,812$25,046$25,046iApproximate average salary by contribution assumption: employee only about $626,150 at 4% or $417,433 at 6%; with 50% employer match about $417,433 at 4% or $278,289 at 6%; with 100% employer match about $313,075 at 4% or $208,717 at 6%.
Wetherall Financial Services 401(K) Plan-1$1,177,812$25,046$25,046iApproximate average salary by contribution assumption: employee only about $626,150 at 4% or $417,433 at 6%; with 50% employer match about $417,433 at 4% or $278,289 at 6%; with 100% employer match about $313,075 at 4% or $208,717 at 6%.
202213$1,186,239$76,038$25,346iApproximate average salary by contribution assumption: employee only about $633,650 at 4% or $422,433 at 6%; with 50% employer match about $422,433 at 4% or $281,622 at 6%; with 100% employer match about $316,825 at 4% or $211,217 at 6%.
Wetherall Financial Services 401(K) Plan-3$1,186,239$76,038$25,346iApproximate average salary by contribution assumption: employee only about $633,650 at 4% or $422,433 at 6%; with 50% employer match about $422,433 at 4% or $281,622 at 6%; with 100% employer match about $316,825 at 4% or $211,217 at 6%.
202113$1,348,790$75,672$25,224iApproximate average salary by contribution assumption: employee only about $630,600 at 4% or $420,400 at 6%; with 50% employer match about $420,400 at 4% or $280,267 at 6%; with 100% employer match about $315,300 at 4% or $210,200 at 6%.
Wetherall Financial Services 401(K) Plan-3$1,348,790$75,672$25,224iApproximate average salary by contribution assumption: employee only about $630,600 at 4% or $420,400 at 6%; with 50% employer match about $420,400 at 4% or $280,267 at 6%; with 100% employer match about $315,300 at 4% or $210,200 at 6%.
202013$1,368,359$75,633$25,211iApproximate average salary by contribution assumption: employee only about $630,275 at 4% or $420,183 at 6%; with 50% employer match about $420,183 at 4% or $280,122 at 6%; with 100% employer match about $315,138 at 4% or $210,092 at 6%.
Wetherall Financial Services 401(K) Plan-3$1,368,359$75,633$25,211iApproximate average salary by contribution assumption: employee only about $630,275 at 4% or $420,183 at 6%; with 50% employer match about $420,183 at 4% or $280,122 at 6%; with 100% employer match about $315,138 at 4% or $210,092 at 6%.
201913$1,142,391$74,041$24,680iApproximate average salary by contribution assumption: employee only about $617,008 at 4% or $411,339 at 6%; with 50% employer match about $411,339 at 4% or $274,226 at 6%; with 100% employer match about $308,504 at 4% or $205,669 at 6%.
Wetherall Financial Services 401(K) Plan-3$1,142,391$74,041$24,680iApproximate average salary by contribution assumption: employee only about $617,008 at 4% or $411,339 at 6%; with 50% employer match about $411,339 at 4% or $274,226 at 6%; with 100% employer match about $308,504 at 4% or $205,669 at 6%.
201813$935,523$72,641$24,214iApproximate average salary by contribution assumption: employee only about $605,342 at 4% or $403,561 at 6%; with 50% employer match about $403,561 at 4% or $269,041 at 6%; with 100% employer match about $302,671 at 4% or $201,781 at 6%.
Wetherall Financial Services 401(K) Plan-3$935,523$72,641$24,214iApproximate average salary by contribution assumption: employee only about $605,342 at 4% or $403,561 at 6%; with 50% employer match about $403,561 at 4% or $269,041 at 6%; with 100% employer match about $302,671 at 4% or $201,781 at 6%.
201713$975,241$95,678$31,893iApproximate average salary by contribution assumption: employee only about $797,317 at 4% or $531,544 at 6%; with 50% employer match about $531,544 at 4% or $354,363 at 6%; with 100% employer match about $398,658 at 4% or $265,772 at 6%.
Wetherall Financial Services 401(K) Plan-3$975,241$95,678$31,893iApproximate average salary by contribution assumption: employee only about $797,317 at 4% or $531,544 at 6%; with 50% employer match about $531,544 at 4% or $354,363 at 6%; with 100% employer match about $398,658 at 4% or $265,772 at 6%.
201613$810,334$44,673$14,891iApproximate average salary by contribution assumption: employee only about $372,275 at 4% or $248,183 at 6%; with 50% employer match about $248,183 at 4% or $165,456 at 6%; with 100% employer match about $186,138 at 4% or $124,092 at 6%.
Wetherall Financial Services 401(K) Plan-3$810,334$44,673$14,891iApproximate average salary by contribution assumption: employee only about $372,275 at 4% or $248,183 at 6%; with 50% employer match about $248,183 at 4% or $165,456 at 6%; with 100% employer match about $186,138 at 4% or $124,092 at 6%.
201513$747,911$7,959$2,653iApproximate average salary by contribution assumption: employee only about $66,325 at 4% or $44,217 at 6%; with 50% employer match about $44,217 at 4% or $29,478 at 6%; with 100% employer match about $33,163 at 4% or $22,108 at 6%.
Wetherall Financial Services 401(K) Plan-3$747,911$7,959$2,653iApproximate average salary by contribution assumption: employee only about $66,325 at 4% or $44,217 at 6%; with 50% employer match about $44,217 at 4% or $29,478 at 6%; with 100% employer match about $33,163 at 4% or $22,108 at 6%.
201412$785,552$45,482$22,741iApproximate average salary by contribution assumption: employee only about $568,525 at 4% or $379,017 at 6%; with 50% employer match about $379,017 at 4% or $252,678 at 6%; with 100% employer match about $284,263 at 4% or $189,508 at 6%.
Wetherall Financial Services 401(K) Plan-2$785,552$45,482$22,741iApproximate average salary by contribution assumption: employee only about $568,525 at 4% or $379,017 at 6%; with 50% employer match about $379,017 at 4% or $252,678 at 6%; with 100% employer match about $284,263 at 4% or $189,508 at 6%.
201312$732,901$58,101$29,051iApproximate average salary by contribution assumption: employee only about $726,263 at 4% or $484,175 at 6%; with 50% employer match about $484,175 at 4% or $322,783 at 6%; with 100% employer match about $363,131 at 4% or $242,088 at 6%.
Wetherall Financial Services 401(K) Plan-2$732,901$58,101$29,051iApproximate average salary by contribution assumption: employee only about $726,263 at 4% or $484,175 at 6%; with 50% employer match about $484,175 at 4% or $322,783 at 6%; with 100% employer match about $363,131 at 4% or $242,088 at 6%.
201212$594,099$28,213$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%.
Wetherall Financial Services 401(K) Plan-2$594,099$28,213$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%.
201111$503,695$447,444$447,444iApproximate average salary by contribution assumption: employee only about $11,186,100 at 4% or $7,457,400 at 6%; with 50% employer match about $7,457,400 at 4% or $4,971,600 at 6%; with 100% employer match about $5,593,050 at 4% or $3,728,700 at 6%.
Wetherall Financial Services 401(K) Plan-1$503,695$447,444$447,444iApproximate average salary by contribution assumption: employee only about $11,186,100 at 4% or $7,457,400 at 6%; with 50% employer match about $7,457,400 at 4% or $4,971,600 at 6%; with 100% employer match about $5,593,050 at 4% or $3,728,700 at 6%.
201012$50,699$50,699$25,350iApproximate average salary by contribution assumption: employee only about $633,738 at 4% or $422,492 at 6%; with 50% employer match about $422,492 at 4% or $281,661 at 6%; with 100% employer match about $316,869 at 4% or $211,246 at 6%.
Wetherall Financial Services 401(K) Plan-2$50,699$50,699$25,350iApproximate average salary by contribution assumption: employee only about $633,738 at 4% or $422,492 at 6%; with 50% employer match about $422,492 at 4% or $281,661 at 6%; with 100% employer match about $316,869 at 4% or $211,246 at 6%.