Civic Intelligence

Wealth Management Partners

Plan context: Wealth Management Partners 401K Plan

EIN 75-3146899 • Tucson, AZ • 18 filings • 2 plans

1980 E River Road Suite 120Tucson, AZ 85718
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$2,057,748

2025 Contributions

$126,110

Historical Graphs

Total Assets Over Time

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

$2,057,748$1,028,874$0200820172025YearValue
$2,057,748Latest year 2025

Participants Over Time

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

740200820172025YearValue
6Latest year 2025

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
202516$2,057,748$126,110$21,018iApproximate average salary by contribution assumption: employee only about $525,458 at 4% or $350,306 at 6%; with 50% employer match about $350,306 at 4% or $233,537 at 6%; with 100% employer match about $262,729 at 4% or $175,153 at 6%.
Wealth Management Partners 401K Plan-6$2,057,748$126,110$21,018iApproximate average salary by contribution assumption: employee only about $525,458 at 4% or $350,306 at 6%; with 50% employer match about $350,306 at 4% or $233,537 at 6%; with 100% employer match about $262,729 at 4% or $175,153 at 6%.
202417$1,505,209$173,775$24,825iApproximate average salary by contribution assumption: employee only about $620,625 at 4% or $413,750 at 6%; with 50% employer match about $413,750 at 4% or $275,833 at 6%; with 100% employer match about $310,313 at 4% or $206,875 at 6%.
Wealth Management Partners 401K Plan-7$1,505,209$173,775$24,825iApproximate average salary by contribution assumption: employee only about $620,625 at 4% or $413,750 at 6%; with 50% employer match about $413,750 at 4% or $275,833 at 6%; with 100% employer match about $310,313 at 4% or $206,875 at 6%.
202316$958,127$121,046$20,174iApproximate average salary by contribution assumption: employee only about $504,358 at 4% or $336,239 at 6%; with 50% employer match about $336,239 at 4% or $224,159 at 6%; with 100% employer match about $252,179 at 4% or $168,119 at 6%.
Wealth Management Partners 401K Plan-6$958,127$121,046$20,174iApproximate average salary by contribution assumption: employee only about $504,358 at 4% or $336,239 at 6%; with 50% employer match about $336,239 at 4% or $224,159 at 6%; with 100% employer match about $252,179 at 4% or $168,119 at 6%.
202216$644,615$141,913$23,652iApproximate average salary by contribution assumption: employee only about $591,304 at 4% or $394,203 at 6%; with 50% employer match about $394,203 at 4% or $262,802 at 6%; with 100% employer match about $295,652 at 4% or $197,101 at 6%.
Wealth Management Partners 401K Plan-6$644,615$141,913$23,652iApproximate average salary by contribution assumption: employee only about $591,304 at 4% or $394,203 at 6%; with 50% employer match about $394,203 at 4% or $262,802 at 6%; with 100% employer match about $295,652 at 4% or $197,101 at 6%.
202116$659,465$110,133$18,356iApproximate average salary by contribution assumption: employee only about $458,888 at 4% or $305,925 at 6%; with 50% employer match about $305,925 at 4% or $203,950 at 6%; with 100% employer match about $229,444 at 4% or $152,963 at 6%.
Wealth Management Partners 401K Plan-6$659,465$110,133$18,356iApproximate average salary by contribution assumption: employee only about $458,888 at 4% or $305,925 at 6%; with 50% employer match about $305,925 at 4% or $203,950 at 6%; with 100% employer match about $229,444 at 4% or $152,963 at 6%.
202015$496,289$76,258$15,252iApproximate average salary by contribution assumption: employee only about $381,290 at 4% or $254,193 at 6%; with 50% employer match about $254,193 at 4% or $169,462 at 6%; with 100% employer match about $190,645 at 4% or $127,097 at 6%.
Wealth Management Partners 401K Plan-5$496,289$76,258$15,252iApproximate average salary by contribution assumption: employee only about $381,290 at 4% or $254,193 at 6%; with 50% employer match about $254,193 at 4% or $169,462 at 6%; with 100% employer match about $190,645 at 4% or $127,097 at 6%.
201917$387,555$65,437$9,348iApproximate average salary by contribution assumption: employee only about $233,704 at 4% or $155,802 at 6%; with 50% employer match about $155,802 at 4% or $103,868 at 6%; with 100% employer match about $116,852 at 4% or $77,901 at 6%.
Wealth Management Partners 401K Plan-7$387,555$65,437$9,348iApproximate average salary by contribution assumption: employee only about $233,704 at 4% or $155,802 at 6%; with 50% employer match about $155,802 at 4% or $103,868 at 6%; with 100% employer match about $116,852 at 4% or $77,901 at 6%.
201817$265,376$76,443$10,920iApproximate average salary by contribution assumption: employee only about $273,011 at 4% or $182,007 at 6%; with 50% employer match about $182,007 at 4% or $121,338 at 6%; with 100% employer match about $136,505 at 4% or $91,004 at 6%.
Wealth Management Partners 401K Plan-7$265,376$76,443$10,920iApproximate average salary by contribution assumption: employee only about $273,011 at 4% or $182,007 at 6%; with 50% employer match about $182,007 at 4% or $121,338 at 6%; with 100% employer match about $136,505 at 4% or $91,004 at 6%.
201715$216,271$45,862$9,172iApproximate average salary by contribution assumption: employee only about $229,310 at 4% or $152,873 at 6%; with 50% employer match about $152,873 at 4% or $101,916 at 6%; with 100% employer match about $114,655 at 4% or $76,437 at 6%.
Wealth Management Partners 401K Plan-5$216,271$45,862$9,172iApproximate average salary by contribution assumption: employee only about $229,310 at 4% or $152,873 at 6%; with 50% employer match about $152,873 at 4% or $101,916 at 6%; with 100% employer match about $114,655 at 4% or $76,437 at 6%.
201615$202,865$28,986$5,797iApproximate average salary by contribution assumption: employee only about $144,930 at 4% or $96,620 at 6%; with 50% employer match about $96,620 at 4% or $64,413 at 6%; with 100% employer match about $72,465 at 4% or $48,310 at 6%.
Wealth Management Partners 401K Plan-5$202,865$28,986$5,797iApproximate average salary by contribution assumption: employee only about $144,930 at 4% or $96,620 at 6%; with 50% employer match about $96,620 at 4% or $64,413 at 6%; with 100% employer match about $72,465 at 4% or $48,310 at 6%.
201515$164,097$30,396$6,079iApproximate average salary by contribution assumption: employee only about $151,980 at 4% or $101,320 at 6%; with 50% employer match about $101,320 at 4% or $67,547 at 6%; with 100% employer match about $75,990 at 4% or $50,660 at 6%.
Wealth Management Partners 401K Plan-5$164,097$30,396$6,079iApproximate average salary by contribution assumption: employee only about $151,980 at 4% or $101,320 at 6%; with 50% employer match about $101,320 at 4% or $67,547 at 6%; with 100% employer match about $75,990 at 4% or $50,660 at 6%.
201414$134,103$35,297$8,824iApproximate average salary by contribution assumption: employee only about $220,606 at 4% or $147,071 at 6%; with 50% employer match about $147,071 at 4% or $98,047 at 6%; with 100% employer match about $110,303 at 4% or $73,535 at 6%.
Wealth Management Partners 401K Plan-4$134,103$35,297$8,824iApproximate average salary by contribution assumption: employee only about $220,606 at 4% or $147,071 at 6%; with 50% employer match about $147,071 at 4% or $98,047 at 6%; with 100% employer match about $110,303 at 4% or $73,535 at 6%.
201314$93,048$7,871$1,968iApproximate average salary by contribution assumption: employee only about $49,194 at 4% or $32,796 at 6%; with 50% employer match about $32,796 at 4% or $21,864 at 6%; with 100% employer match about $24,597 at 4% or $16,398 at 6%.
Wealth Management Partners 401K Plan-4$93,048$7,871$1,968iApproximate average salary by contribution assumption: employee only about $49,194 at 4% or $32,796 at 6%; with 50% employer match about $32,796 at 4% or $21,864 at 6%; with 100% employer match about $24,597 at 4% or $16,398 at 6%.
201213$61,922$3,016$1,005iApproximate average salary by contribution assumption: employee only about $25,133 at 4% or $16,756 at 6%; with 50% employer match about $16,756 at 4% or $11,170 at 6%; with 100% employer match about $12,567 at 4% or $8,378 at 6%.
Wealth Management Partners 401K Plan-3$61,922$3,016$1,005iApproximate average salary by contribution assumption: employee only about $25,133 at 4% or $16,756 at 6%; with 50% employer match about $16,756 at 4% or $11,170 at 6%; with 100% employer match about $12,567 at 4% or $8,378 at 6%.
201113$52,087$2,800$933iApproximate average salary by contribution assumption: employee only about $23,333 at 4% or $15,556 at 6%; with 50% employer match about $15,556 at 4% or $10,370 at 6%; with 100% employer match about $11,667 at 4% or $7,778 at 6%.
Wealth Management Partners 401K Plan-3$52,087$2,800$933iApproximate average salary by contribution assumption: employee only about $23,333 at 4% or $15,556 at 6%; with 50% employer match about $15,556 at 4% or $10,370 at 6%; with 100% employer match about $11,667 at 4% or $7,778 at 6%.
201013$52,389$1,600$533iApproximate average salary by contribution assumption: employee only about $13,333 at 4% or $8,889 at 6%; with 50% employer match about $8,889 at 4% or $5,926 at 6%; with 100% employer match about $6,667 at 4% or $4,444 at 6%.
Wealth Management Partners 401K Plan-3$52,389$1,600$533iApproximate average salary by contribution assumption: employee only about $13,333 at 4% or $8,889 at 6%; with 50% employer match about $8,889 at 4% or $5,926 at 6%; with 100% employer match about $6,667 at 4% or $4,444 at 6%.
200912$42,821$682$341iApproximate average salary by contribution assumption: employee only about $8,525 at 4% or $5,683 at 6%; with 50% employer match about $5,683 at 4% or $3,789 at 6%; with 100% employer match about $4,263 at 4% or $2,842 at 6%.
Wealth Management Partners 401K Plan-2$42,821$682$341iApproximate average salary by contribution assumption: employee only about $8,525 at 4% or $5,683 at 6%; with 50% employer match about $5,683 at 4% or $3,789 at 6%; with 100% employer match about $4,263 at 4% or $2,842 at 6%.
200814$50,050$28,958$7,240iApproximate average salary by contribution assumption: employee only about $180,988 at 4% or $120,658 at 6%; with 50% employer match about $120,658 at 4% or $80,439 at 6%; with 100% employer match about $90,494 at 4% or $60,329 at 6%.
Wealth Management Partners 401K Plan-4$50,050$28,958$7,240iApproximate average salary by contribution assumption: employee only about $180,988 at 4% or $120,658 at 6%; with 50% employer match about $120,658 at 4% or $80,439 at 6%; with 100% employer match about $90,494 at 4% or $60,329 at 6%.