Civic Intelligence

Wealth Preservation Advisors LLC

Plan context: Wealth Preservation Advisors LLC Retirement Plan

EIN 65-1102234 • 2 filings • 1 plans

Current Snapshot

Latest Year

2007

2007 Participants

1

2007 Assets

$178,316

2007 Contributions

$86,896

Historical Graphs

Total Assets Over Time

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

$178,316$89,158$020062007YearValue
$178,316Latest year 2007

Participants Over Time

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

11020062007YearValue
1Latest year 2007

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
200711$178,316$86,896$86,896iApproximate average salary by contribution assumption: employee only about $2,172,400 at 4% or $1,448,267 at 6%; with 50% employer match about $1,448,267 at 4% or $965,511 at 6%; with 100% employer match about $1,086,200 at 4% or $724,133 at 6%.
Wealth Preservation Advisors LLC Retirement Plan-1$178,316$86,896$86,896iApproximate average salary by contribution assumption: employee only about $2,172,400 at 4% or $1,448,267 at 6%; with 50% employer match about $1,448,267 at 4% or $965,511 at 6%; with 100% employer match about $1,086,200 at 4% or $724,133 at 6%.
200611$86,996$86,896$86,896iApproximate average salary by contribution assumption: employee only about $2,172,400 at 4% or $1,448,267 at 6%; with 50% employer match about $1,448,267 at 4% or $965,511 at 6%; with 100% employer match about $1,086,200 at 4% or $724,133 at 6%.
Wealth Preservation Advisors LLC Retirement Plan-1$86,996$86,896$86,896iApproximate average salary by contribution assumption: employee only about $2,172,400 at 4% or $1,448,267 at 6%; with 50% employer match about $1,448,267 at 4% or $965,511 at 6%; with 100% employer match about $1,086,200 at 4% or $724,133 at 6%.
Wealth Preservation Advisors LLC | EIN 65-1102234 | 2007 Form 5500 Company Profile