J.L. Scott DBA Circle Pharmacy
Plan context: ETF ADVISOR K MEP FIDUCIARY WISE LLC
EIN 63-0828193 • Gilbert, AZ • 16 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
16
2024 Assets
$562,728
2024 Contributions
$43,232
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 16 | $562,728 | $43,232 | $2,702iApproximate average salary by contribution assumption: employee only about $67,550 at 4% or $45,033 at 6%; with 50% employer match about $45,033 at 4% or $30,022 at 6%; with 100% employer match about $33,775 at 4% or $22,517 at 6%. |
| ETF ADVISOR K MEP FIDUCIARY WISE LLC | - | 16 | $562,728 | $43,232 | $2,702iApproximate average salary by contribution assumption: employee only about $67,550 at 4% or $45,033 at 6%; with 50% employer match about $45,033 at 4% or $30,022 at 6%; with 100% employer match about $33,775 at 4% or $22,517 at 6%. |
| 2023 | 1 | 14 | $466,425 | $75,387 | $5,385iApproximate average salary by contribution assumption: employee only about $134,620 at 4% or $89,746 at 6%; with 50% employer match about $89,746 at 4% or $59,831 at 6%; with 100% employer match about $67,310 at 4% or $44,873 at 6%. |
| ETF ADVISOR K MEP FIDUCIARY WISE LLC | - | 14 | $466,425 | $75,387 | $5,385iApproximate average salary by contribution assumption: employee only about $134,620 at 4% or $89,746 at 6%; with 50% employer match about $89,746 at 4% or $59,831 at 6%; with 100% employer match about $67,310 at 4% or $44,873 at 6%. |
| 2022 | 1 | 14 | $332,398 | $57,170 | $4,084iApproximate average salary by contribution assumption: employee only about $102,089 at 4% or $68,060 at 6%; with 50% employer match about $68,060 at 4% or $45,373 at 6%; with 100% employer match about $51,045 at 4% or $34,030 at 6%. |
| ETF ADVISOR K MEP FIDUCIARY WISE LLC | - | 14 | $332,398 | $57,170 | $4,084iApproximate average salary by contribution assumption: employee only about $102,089 at 4% or $68,060 at 6%; with 50% employer match about $68,060 at 4% or $45,373 at 6%; with 100% employer match about $51,045 at 4% or $34,030 at 6%. |
| 2021 | 1 | 13 | $383,911 | $55,752 | $4,289iApproximate average salary by contribution assumption: employee only about $107,215 at 4% or $71,477 at 6%; with 50% employer match about $71,477 at 4% or $47,651 at 6%; with 100% employer match about $53,608 at 4% or $35,738 at 6%. |
| ETF ADVISOR K MEP | - | 13 | $383,911 | $55,752 | $4,289iApproximate average salary by contribution assumption: employee only about $107,215 at 4% or $71,477 at 6%; with 50% employer match about $71,477 at 4% or $47,651 at 6%; with 100% employer match about $53,608 at 4% or $35,738 at 6%. |
| 2020 | 1 | 13 | $286,346 | $31,857 | $2,451iApproximate average salary by contribution assumption: employee only about $61,263 at 4% or $40,842 at 6%; with 50% employer match about $40,842 at 4% or $27,228 at 6%; with 100% employer match about $30,632 at 4% or $20,421 at 6%. |
| ETF ADVISOR K MEP | - | 13 | $286,346 | $31,857 | $2,451iApproximate average salary by contribution assumption: employee only about $61,263 at 4% or $40,842 at 6%; with 50% employer match about $40,842 at 4% or $27,228 at 6%; with 100% employer match about $30,632 at 4% or $20,421 at 6%. |
| 2019 | 1 | 0 | $0 | $5,026 | - |
| J.L. Scott DBA Circle Pharmacy 401K Plan | - | 0 | $0 | $5,026 | - |
| 2018 | 1 | 12 | $266,548 | $8,606 | $717iApproximate average salary by contribution assumption: employee only about $17,929 at 4% or $11,953 at 6%; with 50% employer match about $11,953 at 4% or $7,969 at 6%; with 100% employer match about $8,965 at 4% or $5,976 at 6%. |
| J.L. Scott DBA Circle Pharmacy 401K Plan | - | 12 | $266,548 | $8,606 | $717iApproximate average salary by contribution assumption: employee only about $17,929 at 4% or $11,953 at 6%; with 50% employer match about $11,953 at 4% or $7,969 at 6%; with 100% employer match about $8,965 at 4% or $5,976 at 6%. |
| 2017 | 1 | 11 | $256,391 | $4,940 | $449iApproximate average salary by contribution assumption: employee only about $11,227 at 4% or $7,485 at 6%; with 50% employer match about $7,485 at 4% or $4,990 at 6%; with 100% employer match about $5,614 at 4% or $3,742 at 6%. |
| J.L. Scott DBA Circle Pharmacy 401K Plan | - | 11 | $256,391 | $4,940 | $449iApproximate average salary by contribution assumption: employee only about $11,227 at 4% or $7,485 at 6%; with 50% employer match about $7,485 at 4% or $4,990 at 6%; with 100% employer match about $5,614 at 4% or $3,742 at 6%. |
| 2016 | 1 | 10 | $246,885 | $6,730 | $673iApproximate average salary by contribution assumption: employee only about $16,825 at 4% or $11,217 at 6%; with 50% employer match about $11,217 at 4% or $7,478 at 6%; with 100% employer match about $8,413 at 4% or $5,608 at 6%. |
| J.L. Scott DBA Circle Pharmacy 401K Plan | - | 10 | $246,885 | $6,730 | $673iApproximate average salary by contribution assumption: employee only about $16,825 at 4% or $11,217 at 6%; with 50% employer match about $11,217 at 4% or $7,478 at 6%; with 100% employer match about $8,413 at 4% or $5,608 at 6%. |
| 2015 | 1 | 9 | $264,670 | $25,292 | $2,810iApproximate average salary by contribution assumption: employee only about $70,256 at 4% or $46,837 at 6%; with 50% employer match about $46,837 at 4% or $31,225 at 6%; with 100% employer match about $35,128 at 4% or $23,419 at 6%. |
| J.L. Scott DBA Circle Pharmacy 401K Plan | - | 9 | $264,670 | $25,292 | $2,810iApproximate average salary by contribution assumption: employee only about $70,256 at 4% or $46,837 at 6%; with 50% employer match about $46,837 at 4% or $31,225 at 6%; with 100% employer match about $35,128 at 4% or $23,419 at 6%. |
| 2014 | 1 | 20 | $557,116 | $42,485 | $2,124iApproximate average salary by contribution assumption: employee only about $53,106 at 4% or $35,404 at 6%; with 50% employer match about $35,404 at 4% or $23,603 at 6%; with 100% employer match about $26,553 at 4% or $17,702 at 6%. |
| J.L. Scott DBA Circle Pharmacy 401K Plan | - | 20 | $557,116 | $42,485 | $2,124iApproximate average salary by contribution assumption: employee only about $53,106 at 4% or $35,404 at 6%; with 50% employer match about $35,404 at 4% or $23,603 at 6%; with 100% employer match about $26,553 at 4% or $17,702 at 6%. |
| 2013 | 1 | 20 | $507,437 | $35,111 | $1,756iApproximate average salary by contribution assumption: employee only about $43,889 at 4% or $29,259 at 6%; with 50% employer match about $29,259 at 4% or $19,506 at 6%; with 100% employer match about $21,944 at 4% or $14,630 at 6%. |
| J.L. Scott DBA Circle Pharmacy 401K Plan | - | 20 | $507,437 | $35,111 | $1,756iApproximate average salary by contribution assumption: employee only about $43,889 at 4% or $29,259 at 6%; with 50% employer match about $29,259 at 4% or $19,506 at 6%; with 100% employer match about $21,944 at 4% or $14,630 at 6%. |
| 2012 | 1 | 20 | $466,156 | $38,188 | $1,909iApproximate average salary by contribution assumption: employee only about $47,735 at 4% or $31,823 at 6%; with 50% employer match about $31,823 at 4% or $21,216 at 6%; with 100% employer match about $23,868 at 4% or $15,912 at 6%. |
| J.L. Scott DBA Circle Pharmacy 401K Plan | - | 20 | $466,156 | $38,188 | $1,909iApproximate average salary by contribution assumption: employee only about $47,735 at 4% or $31,823 at 6%; with 50% employer match about $31,823 at 4% or $21,216 at 6%; with 100% employer match about $23,868 at 4% or $15,912 at 6%. |
| 2011 | 1 | 21 | $427,760 | $37,498 | $1,786iApproximate average salary by contribution assumption: employee only about $44,640 at 4% or $29,760 at 6%; with 50% employer match about $29,760 at 4% or $19,840 at 6%; with 100% employer match about $22,320 at 4% or $14,880 at 6%. |
| J.L. Scott DBA Circle Pharmacy 401K Plan | - | 21 | $427,760 | $37,498 | $1,786iApproximate average salary by contribution assumption: employee only about $44,640 at 4% or $29,760 at 6%; with 50% employer match about $29,760 at 4% or $19,840 at 6%; with 100% employer match about $22,320 at 4% or $14,880 at 6%. |
| 2010 | 1 | 23 | $397,517 | $61,846 | $2,689iApproximate average salary by contribution assumption: employee only about $67,224 at 4% or $44,816 at 6%; with 50% employer match about $44,816 at 4% or $29,877 at 6%; with 100% employer match about $33,612 at 4% or $22,408 at 6%. |
| J.L. Scott DBA Circle Pharmacy 401K Plan | - | 23 | $397,517 | $61,846 | $2,689iApproximate average salary by contribution assumption: employee only about $67,224 at 4% or $44,816 at 6%; with 50% employer match about $44,816 at 4% or $29,877 at 6%; with 100% employer match about $33,612 at 4% or $22,408 at 6%. |
| 2009 | 1 | 24 | $373,654 | $11,900 | $496iApproximate average salary by contribution assumption: employee only about $12,396 at 4% or $8,264 at 6%; with 50% employer match about $8,264 at 4% or $5,509 at 6%; with 100% employer match about $6,198 at 4% or $4,132 at 6%. |
| J.L. Scott DBA Circle Pharmacy 401K Plan | - | 24 | $373,654 | $11,900 | $496iApproximate average salary by contribution assumption: employee only about $12,396 at 4% or $8,264 at 6%; with 50% employer match about $8,264 at 4% or $5,509 at 6%; with 100% employer match about $6,198 at 4% or $4,132 at 6%. |