Wade Financial Advisory Inc.
Plan context: Wade Financial Advisory Inc. Ps 401(K) Plan
EIN 77-0297228 • Campbell, CA • 29 filings • 10 plans
Current Snapshot
Latest Year
2024
2024 Participants
14
2024 Assets
$6,727,941
2024 Contributions
$329,119
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 | 14 | $6,727,941 | $329,119 | $23,509iApproximate average salary by contribution assumption: employee only about $587,713 at 4% or $391,808 at 6%; with 50% employer match about $391,808 at 4% or $261,206 at 6%; with 100% employer match about $293,856 at 4% or $195,904 at 6%. |
| Wade Financial Advisory Inc. Ps 401(K) Plan | - | 14 | $6,727,941 | $329,119 | $23,509iApproximate average salary by contribution assumption: employee only about $587,713 at 4% or $391,808 at 6%; with 50% employer match about $391,808 at 4% or $261,206 at 6%; with 100% employer match about $293,856 at 4% or $195,904 at 6%. |
| 2023 | 1 | 11 | $5,815,956 | $408,788 | $37,163iApproximate average salary by contribution assumption: employee only about $929,064 at 4% or $619,376 at 6%; with 50% employer match about $619,376 at 4% or $412,917 at 6%; with 100% employer match about $464,532 at 4% or $309,688 at 6%. |
| Wade Financial Advisory Inc. Ps 401(K) Plan | - | 11 | $5,815,956 | $408,788 | $37,163iApproximate average salary by contribution assumption: employee only about $929,064 at 4% or $619,376 at 6%; with 50% employer match about $619,376 at 4% or $412,917 at 6%; with 100% employer match about $464,532 at 4% or $309,688 at 6%. |
| 2022 | 1 | 13 | $4,324,812 | $359,951 | $27,689iApproximate average salary by contribution assumption: employee only about $692,213 at 4% or $461,476 at 6%; with 50% employer match about $461,476 at 4% or $307,650 at 6%; with 100% employer match about $346,107 at 4% or $230,738 at 6%. |
| Wade Financial Advisory Inc. Ps 401(K) Plan | - | 13 | $4,324,812 | $359,951 | $27,689iApproximate average salary by contribution assumption: employee only about $692,213 at 4% or $461,476 at 6%; with 50% employer match about $461,476 at 4% or $307,650 at 6%; with 100% employer match about $346,107 at 4% or $230,738 at 6%. |
| 2021 | 1 | 10 | $4,295,080 | $272,937 | $27,294iApproximate average salary by contribution assumption: employee only about $682,343 at 4% or $454,895 at 6%; with 50% employer match about $454,895 at 4% or $303,263 at 6%; with 100% employer match about $341,171 at 4% or $227,448 at 6%. |
| Wade Financial Advisory Inc. Ps 401(K) Plan | - | 10 | $4,295,080 | $272,937 | $27,294iApproximate average salary by contribution assumption: employee only about $682,343 at 4% or $454,895 at 6%; with 50% employer match about $454,895 at 4% or $303,263 at 6%; with 100% employer match about $341,171 at 4% or $227,448 at 6%. |
| 2020 | 1 | 9 | $3,774,580 | $258,209 | $28,690iApproximate average salary by contribution assumption: employee only about $717,247 at 4% or $478,165 at 6%; with 50% employer match about $478,165 at 4% or $318,777 at 6%; with 100% employer match about $358,624 at 4% or $239,082 at 6%. |
| Wade Financial Advisory Inc. Ps 401(K) Plan | - | 9 | $3,774,580 | $258,209 | $28,690iApproximate average salary by contribution assumption: employee only about $717,247 at 4% or $478,165 at 6%; with 50% employer match about $478,165 at 4% or $318,777 at 6%; with 100% employer match about $358,624 at 4% or $239,082 at 6%. |
| 2019 | 1 | 9 | $3,670,594 | $218,803 | $24,311iApproximate average salary by contribution assumption: employee only about $607,786 at 4% or $405,191 at 6%; with 50% employer match about $405,191 at 4% or $270,127 at 6%; with 100% employer match about $303,893 at 4% or $202,595 at 6%. |
| Wade Financial Advisory Inc. Ps 401(K) Plan | - | 9 | $3,670,594 | $218,803 | $24,311iApproximate average salary by contribution assumption: employee only about $607,786 at 4% or $405,191 at 6%; with 50% employer match about $405,191 at 4% or $270,127 at 6%; with 100% employer match about $303,893 at 4% or $202,595 at 6%. |
| 2018 | 1 | 8 | $3,260,961 | $203,777 | $25,472iApproximate average salary by contribution assumption: employee only about $636,803 at 4% or $424,535 at 6%; with 50% employer match about $424,535 at 4% or $283,024 at 6%; with 100% employer match about $318,402 at 4% or $212,268 at 6%. |
| Wade Financial Advisory Inc. Ps 401(K) Plan | - | 8 | $3,260,961 | $203,777 | $25,472iApproximate average salary by contribution assumption: employee only about $636,803 at 4% or $424,535 at 6%; with 50% employer match about $424,535 at 4% or $283,024 at 6%; with 100% employer match about $318,402 at 4% or $212,268 at 6%. |
| 2017 | 1 | 8 | $3,055,767 | $203,395 | $25,424iApproximate average salary by contribution assumption: employee only about $635,609 at 4% or $423,740 at 6%; with 50% employer match about $423,740 at 4% or $282,493 at 6%; with 100% employer match about $317,805 at 4% or $211,870 at 6%. |
| Wade Financial Advisory Inc. Ps 401(K) Plan | - | 8 | $3,055,767 | $203,395 | $25,424iApproximate average salary by contribution assumption: employee only about $635,609 at 4% or $423,740 at 6%; with 50% employer match about $423,740 at 4% or $282,493 at 6%; with 100% employer match about $317,805 at 4% or $211,870 at 6%. |
| 2016 | 1 | 7 | $2,715,973 | $162,304 | $23,186iApproximate average salary by contribution assumption: employee only about $579,657 at 4% or $386,438 at 6%; with 50% employer match about $386,438 at 4% or $257,625 at 6%; with 100% employer match about $289,829 at 4% or $193,219 at 6%. |
| Wade Financial Advisory Inc. Ps 401(K) Plan | - | 7 | $2,715,973 | $162,304 | $23,186iApproximate average salary by contribution assumption: employee only about $579,657 at 4% or $386,438 at 6%; with 50% employer match about $386,438 at 4% or $257,625 at 6%; with 100% employer match about $289,829 at 4% or $193,219 at 6%. |
| 2015 | 1 | 6 | $2,413,819 | $160,563 | $26,761iApproximate average salary by contribution assumption: employee only about $669,013 at 4% or $446,008 at 6%; with 50% employer match about $446,008 at 4% or $297,339 at 6%; with 100% employer match about $334,506 at 4% or $223,004 at 6%. |
| Wade Financial Advisory Inc. Ps 401(K) Plan | - | 6 | $2,413,819 | $160,563 | $26,761iApproximate average salary by contribution assumption: employee only about $669,013 at 4% or $446,008 at 6%; with 50% employer match about $446,008 at 4% or $297,339 at 6%; with 100% employer match about $334,506 at 4% or $223,004 at 6%. |
| 2014 | 1 | 7 | $2,485,131 | $122,849 | $17,550iApproximate average salary by contribution assumption: employee only about $438,746 at 4% or $292,498 at 6%; with 50% employer match about $292,498 at 4% or $194,998 at 6%; with 100% employer match about $219,373 at 4% or $146,249 at 6%. |
| Wade Financial Advisory Inc. Ps 401(K) Plan | - | 7 | $2,485,131 | $122,849 | $17,550iApproximate average salary by contribution assumption: employee only about $438,746 at 4% or $292,498 at 6%; with 50% employer match about $292,498 at 4% or $194,998 at 6%; with 100% employer match about $219,373 at 4% or $146,249 at 6%. |
| 2013 | 1 | 9 | $2,217,312 | $132,595 | $14,733iApproximate average salary by contribution assumption: employee only about $368,319 at 4% or $245,546 at 6%; with 50% employer match about $245,546 at 4% or $163,698 at 6%; with 100% employer match about $184,160 at 4% or $122,773 at 6%. |
| Wade Financial Advisory Inc. Ps 401(K) Plan | - | 9 | $2,217,312 | $132,595 | $14,733iApproximate average salary by contribution assumption: employee only about $368,319 at 4% or $245,546 at 6%; with 50% employer match about $245,546 at 4% or $163,698 at 6%; with 100% employer match about $184,160 at 4% or $122,773 at 6%. |
| 2012 | 1 | 10 | $1,829,192 | $133,513 | $13,351iApproximate average salary by contribution assumption: employee only about $333,783 at 4% or $222,522 at 6%; with 50% employer match about $222,522 at 4% or $148,348 at 6%; with 100% employer match about $166,891 at 4% or $111,261 at 6%. |
| Wade Financial Advisory Inc. Ps 401(K) Plan | - | 10 | $1,829,192 | $133,513 | $13,351iApproximate average salary by contribution assumption: employee only about $333,783 at 4% or $222,522 at 6%; with 50% employer match about $222,522 at 4% or $148,348 at 6%; with 100% employer match about $166,891 at 4% or $111,261 at 6%. |
| 2011 | 1 | 9 | $1,573,612 | $121,451 | $13,495iApproximate average salary by contribution assumption: employee only about $337,364 at 4% or $224,909 at 6%; with 50% employer match about $224,909 at 4% or $149,940 at 6%; with 100% employer match about $168,682 at 4% or $112,455 at 6%. |
| Wade Financial Advisory Inc. Ps 401(K) Plan | - | 9 | $1,573,612 | $121,451 | $13,495iApproximate average salary by contribution assumption: employee only about $337,364 at 4% or $224,909 at 6%; with 50% employer match about $224,909 at 4% or $149,940 at 6%; with 100% employer match about $168,682 at 4% or $112,455 at 6%. |
| 2010 | 1 | 7 | $1,503,716 | $104,901 | $14,986iApproximate average salary by contribution assumption: employee only about $374,646 at 4% or $249,764 at 6%; with 50% employer match about $249,764 at 4% or $166,510 at 6%; with 100% employer match about $187,323 at 4% or $124,882 at 6%. |
| Wade Financial Advisory Inc. Ps 401(K) Plan | - | 7 | $1,503,716 | $104,901 | $14,986iApproximate average salary by contribution assumption: employee only about $374,646 at 4% or $249,764 at 6%; with 50% employer match about $249,764 at 4% or $166,510 at 6%; with 100% employer match about $187,323 at 4% or $124,882 at 6%. |
| 2009 | 1 | 7 | $1,335,654 | $96,662 | $13,809iApproximate average salary by contribution assumption: employee only about $345,221 at 4% or $230,148 at 6%; with 50% employer match about $230,148 at 4% or $153,432 at 6%; with 100% employer match about $172,611 at 4% or $115,074 at 6%. |
| Wade Financial Advisory Inc. Ps 401(K) Plan | - | 7 | $1,335,654 | $96,662 | $13,809iApproximate average salary by contribution assumption: employee only about $345,221 at 4% or $230,148 at 6%; with 50% employer match about $230,148 at 4% or $153,432 at 6%; with 100% employer match about $172,611 at 4% or $115,074 at 6%. |
| 2008 | 1 | 6 | $1,078,872 | $97,242 | $16,207iApproximate average salary by contribution assumption: employee only about $405,175 at 4% or $270,117 at 6%; with 50% employer match about $270,117 at 4% or $180,078 at 6%; with 100% employer match about $202,588 at 4% or $135,058 at 6%. |
| Wade Financial Advisory Inc. Ps 401(K) Plan | - | 6 | $1,078,872 | $97,242 | $16,207iApproximate average salary by contribution assumption: employee only about $405,175 at 4% or $270,117 at 6%; with 50% employer match about $270,117 at 4% or $180,078 at 6%; with 100% employer match about $202,588 at 4% or $135,058 at 6%. |
| 2007 | 1 | 5 | $0 | $0 | - |
| Wade Financial Advisory Inc. Ps 401(K) Plan | - | 5 | - | - | - |
| 2006 | 1 | 4 | $946,892 | $105,708 | $26,427iApproximate average salary by contribution assumption: employee only about $660,675 at 4% or $440,450 at 6%; with 50% employer match about $440,450 at 4% or $293,633 at 6%; with 100% employer match about $330,338 at 4% or $220,225 at 6%. |
| Wade Financial Advisory Inc. Ps 401(K) Plan | - | 4 | $946,892 | $105,708 | $26,427iApproximate average salary by contribution assumption: employee only about $660,675 at 4% or $440,450 at 6%; with 50% employer match about $440,450 at 4% or $293,633 at 6%; with 100% employer match about $330,338 at 4% or $220,225 at 6%. |
| 2005 | 1 | 4 | $856,132 | $98,875 | $24,719iApproximate average salary by contribution assumption: employee only about $617,969 at 4% or $411,979 at 6%; with 50% employer match about $411,979 at 4% or $274,653 at 6%; with 100% employer match about $308,984 at 4% or $205,990 at 6%. |
| Wade Financial Advisory Inc. Ps 401(K) Plan | - | 4 | $856,132 | $98,875 | $24,719iApproximate average salary by contribution assumption: employee only about $617,969 at 4% or $411,979 at 6%; with 50% employer match about $411,979 at 4% or $274,653 at 6%; with 100% employer match about $308,984 at 4% or $205,990 at 6%. |
| 2004 | 1 | 4 | $640,542 | $99,934 | $24,984iApproximate average salary by contribution assumption: employee only about $624,588 at 4% or $416,392 at 6%; with 50% employer match about $416,392 at 4% or $277,594 at 6%; with 100% employer match about $312,294 at 4% or $208,196 at 6%. |
| Wade Financial Advisory Inc. Ps 401(K) Plan | - | 4 | $640,542 | $99,934 | $24,984iApproximate average salary by contribution assumption: employee only about $624,588 at 4% or $416,392 at 6%; with 50% employer match about $416,392 at 4% or $277,594 at 6%; with 100% employer match about $312,294 at 4% or $208,196 at 6%. |
| 2003 | 1 | 4 | $484,076 | $93,198 | $23,300iApproximate average salary by contribution assumption: employee only about $582,488 at 4% or $388,325 at 6%; with 50% employer match about $388,325 at 4% or $258,883 at 6%; with 100% employer match about $291,244 at 4% or $194,163 at 6%. |
| Wade Financial Advisory Inc. Ps 401(K) Plan | - | 4 | $484,076 | $93,198 | $23,300iApproximate average salary by contribution assumption: employee only about $582,488 at 4% or $388,325 at 6%; with 50% employer match about $388,325 at 4% or $258,883 at 6%; with 100% employer match about $291,244 at 4% or $194,163 at 6%. |
| 2002 | 2 | 0 | $0 | $81,990 | - |
| Wade Financial Advisory Inc. Profit Sharing Plan | - | 0 | - | $81,990 | - |
| WADE FINANCIAL ADVISORY, INC. PROFIT SHARING PLAN | - | 0 | - | - | - |
| 2001 | 2 | 0 | $333,295 | $208,856 | - |
| Wade Financial Advisory Inc. Profit Sharing Plan | - | 0 | $301,821 | $208,856 | - |
| WADE FINANCIAL ADVISORY, INC. PROFIT SHARING PLAN | - | 0 | $31,474 | - | - |
| 2000 | 2 | 4 | $0 | $0 | - |
| WADE FINANCIAL ADVISORY, INC. PROFIT SHARING PLAN | - | 4 | - | - | - |
| Wade Financial Advisory Inc. Profit Sharing Plan | - | 4 | - | - | - |
| 1999 | 1 | 2 | $72,485 | $0 | - |
| Wade Financial Advisory Inc. Profit Sharing Plan | - | 2 | $72,485 | - | - |