Wealth Wise LLC
Plan context: Wealth Wise LLC 401 (K) Profit Sharing Plan
EIN 77-0462557 • San Luis Obispo, CA • 4 filings • 2 plans
Current Snapshot
Latest Year
2009
2009 Participants
4
2009 Assets
$16,506
2009 Contributions
$5,082
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 |
|---|---|---|---|---|---|
| 2009 | 1 | 4 | $16,506 | $5,082 | $1,271iApproximate average salary by contribution assumption: employee only about $31,763 at 4% or $21,175 at 6%; with 50% employer match about $21,175 at 4% or $14,117 at 6%; with 100% employer match about $15,881 at 4% or $10,588 at 6%. |
| Wealth Wise LLC 401 (K) Profit Sharing Plan | - | 4 | $16,506 | $5,082 | $1,271iApproximate average salary by contribution assumption: employee only about $31,763 at 4% or $21,175 at 6%; with 50% employer match about $21,175 at 4% or $14,117 at 6%; with 100% employer match about $15,881 at 4% or $10,588 at 6%. |
| 2007 | 1 | 5 | $0 | $0 | - |
| Wealth Wise LLC 401 (K) Profit Sharing Plan | - | 5 | - | - | - |
| 2006 | 1 | 4 | $0 | $0 | - |
| Wealth Wise LLC 401 (K) Profit Sharing Plan | - | 4 | - | - | - |
| 2005 | 1 | 2 | $20,642 | $19,956 | $9,978iApproximate average salary by contribution assumption: employee only about $249,450 at 4% or $166,300 at 6%; with 50% employer match about $166,300 at 4% or $110,867 at 6%; with 100% employer match about $124,725 at 4% or $83,150 at 6%. |
| Wealth Wise LLC 401 (K) Profit Sharing Plan | - | 2 | $20,642 | $19,956 | $9,978iApproximate average salary by contribution assumption: employee only about $249,450 at 4% or $166,300 at 6%; with 50% employer match about $166,300 at 4% or $110,867 at 6%; with 100% employer match about $124,725 at 4% or $83,150 at 6%. |