Civic Intelligence

Wealth Management Systems Inc.

Plan context: Wealth Management Systems Inc. Profit Sharing/401K Plan

EIN 68-0487223 • 8 filings • 4 plans

Current Snapshot

Latest Year

2009

2009 Participants

5

2009 Assets

$1,041,516

2009 Contributions

$25,387

Historical Graphs

Total Assets Over Time

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

$1,180,128$590,064$0200220052008YearValue
$1,041,516Latest year 2008

Participants Over Time

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

630200220052008YearValue
5Latest 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
200910$0$25,387-
Wealth Management Systems Inc. Profit Sharing/401K Plan-0-$25,387-
200815$1,041,516$112,100$22,420iApproximate average salary by contribution assumption: employee only about $560,500 at 4% or $373,667 at 6%; with 50% employer match about $373,667 at 4% or $249,111 at 6%; with 100% employer match about $280,250 at 4% or $186,833 at 6%.
Wealth Management Systems Inc. Profit Sharing/401K Plan-5$1,041,516$112,100$22,420iApproximate average salary by contribution assumption: employee only about $560,500 at 4% or $373,667 at 6%; with 50% employer match about $373,667 at 4% or $249,111 at 6%; with 100% employer match about $280,250 at 4% or $186,833 at 6%.
200716$0$0-
Wealth Management Systems Inc. Profit Sharing/401K Plan-6---
200614$1,180,128$139,440$34,860iApproximate average salary by contribution assumption: employee only about $871,500 at 4% or $581,000 at 6%; with 50% employer match about $581,000 at 4% or $387,333 at 6%; with 100% employer match about $435,750 at 4% or $290,500 at 6%.
Wealth Management Systems Inc. Profit Sharing/401K Plan-4$1,180,128$139,440$34,860iApproximate average salary by contribution assumption: employee only about $871,500 at 4% or $581,000 at 6%; with 50% employer match about $581,000 at 4% or $387,333 at 6%; with 100% employer match about $435,750 at 4% or $290,500 at 6%.
200515$858,872$475,976$95,195iApproximate average salary by contribution assumption: employee only about $2,379,880 at 4% or $1,586,587 at 6%; with 50% employer match about $1,586,587 at 4% or $1,057,724 at 6%; with 100% employer match about $1,189,940 at 4% or $793,293 at 6%.
Wealth Management Systems Inc. Profit Sharing/401K Plan-5$858,872$475,976$95,195iApproximate average salary by contribution assumption: employee only about $2,379,880 at 4% or $1,586,587 at 6%; with 50% employer match about $1,586,587 at 4% or $1,057,724 at 6%; with 100% employer match about $1,189,940 at 4% or $793,293 at 6%.
200415$354,594$87,337$17,467iApproximate average salary by contribution assumption: employee only about $436,685 at 4% or $291,123 at 6%; with 50% employer match about $291,123 at 4% or $194,082 at 6%; with 100% employer match about $218,343 at 4% or $145,562 at 6%.
Wealth Management Systems Inc. Profit Sharing/401K Plan-5$354,594$87,337$17,467iApproximate average salary by contribution assumption: employee only about $436,685 at 4% or $291,123 at 6%; with 50% employer match about $291,123 at 4% or $194,082 at 6%; with 100% employer match about $218,343 at 4% or $145,562 at 6%.
200315$231,973$67,258$13,452iApproximate average salary by contribution assumption: employee only about $336,290 at 4% or $224,193 at 6%; with 50% employer match about $224,193 at 4% or $149,462 at 6%; with 100% employer match about $168,145 at 4% or $112,097 at 6%.
Wealth Management Systems Inc. Profit Sharing/401K Plan-5$231,973$67,258$13,452iApproximate average salary by contribution assumption: employee only about $336,290 at 4% or $224,193 at 6%; with 50% employer match about $224,193 at 4% or $149,462 at 6%; with 100% employer match about $168,145 at 4% or $112,097 at 6%.
200214$133,478$42,810$10,703iApproximate average salary by contribution assumption: employee only about $267,563 at 4% or $178,375 at 6%; with 50% employer match about $178,375 at 4% or $118,917 at 6%; with 100% employer match about $133,781 at 4% or $89,188 at 6%.
Wealth Management Systems Inc. Profit Sharing/401K Plan-4$133,478$42,810$10,703iApproximate average salary by contribution assumption: employee only about $267,563 at 4% or $178,375 at 6%; with 50% employer match about $178,375 at 4% or $118,917 at 6%; with 100% employer match about $133,781 at 4% or $89,188 at 6%.