Civic Intelligence

Wave Wealth Management LLC

Plan context: Wave Wealth Management 401(K) Plan

EIN 81-3160699 • Frisco, TX • 8 filings • 2 plans

7000 Parkwood BlvdSuite G300Frisco, TX 75034
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$253,849

2024 Contributions

$58,732

Historical Graphs

Total Assets Over Time

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

$253,849$126,925$0201720212024YearValue
$253,849Latest year 2024

Participants Over Time

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

420201720212024YearValue
3Latest year 2024

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
202413$253,849$58,732$19,577iApproximate average salary by contribution assumption: employee only about $489,433 at 4% or $326,289 at 6%; with 50% employer match about $326,289 at 4% or $217,526 at 6%; with 100% employer match about $244,717 at 4% or $163,144 at 6%.
Wave Wealth Management 401(K) Plan-3$253,849$58,732$19,577iApproximate average salary by contribution assumption: employee only about $489,433 at 4% or $326,289 at 6%; with 50% employer match about $326,289 at 4% or $217,526 at 6%; with 100% employer match about $244,717 at 4% or $163,144 at 6%.
202314$167,824$58,454$14,614iApproximate average salary by contribution assumption: employee only about $365,338 at 4% or $243,558 at 6%; with 50% employer match about $243,558 at 4% or $162,372 at 6%; with 100% employer match about $182,669 at 4% or $121,779 at 6%.
Wave Wealth Management 401(K) Plan-4$167,824$58,454$14,614iApproximate average salary by contribution assumption: employee only about $365,338 at 4% or $243,558 at 6%; with 50% employer match about $243,558 at 4% or $162,372 at 6%; with 100% employer match about $182,669 at 4% or $121,779 at 6%.
202214$89,226$48,334$12,084iApproximate average salary by contribution assumption: employee only about $302,088 at 4% or $201,392 at 6%; with 50% employer match about $201,392 at 4% or $134,261 at 6%; with 100% employer match about $151,044 at 4% or $100,696 at 6%.
Wave Wealth Management 401(K) Plan-4$89,226$48,334$12,084iApproximate average salary by contribution assumption: employee only about $302,088 at 4% or $201,392 at 6%; with 50% employer match about $201,392 at 4% or $134,261 at 6%; with 100% employer match about $151,044 at 4% or $100,696 at 6%.
202114$52,417$35,793$8,948iApproximate average salary by contribution assumption: employee only about $223,706 at 4% or $149,138 at 6%; with 50% employer match about $149,138 at 4% or $99,425 at 6%; with 100% employer match about $111,853 at 4% or $74,569 at 6%.
Wave Wealth Management 401(K) Plan-4$52,417$35,793$8,948iApproximate average salary by contribution assumption: employee only about $223,706 at 4% or $149,138 at 6%; with 50% employer match about $149,138 at 4% or $99,425 at 6%; with 100% employer match about $111,853 at 4% or $74,569 at 6%.
202012$110,549$26,737$13,369iApproximate average salary by contribution assumption: employee only about $334,213 at 4% or $222,808 at 6%; with 50% employer match about $222,808 at 4% or $148,539 at 6%; with 100% employer match about $167,106 at 4% or $111,404 at 6%.
Wave Wealth Management 401(K) Plan-2$110,549$26,737$13,369iApproximate average salary by contribution assumption: employee only about $334,213 at 4% or $222,808 at 6%; with 50% employer match about $222,808 at 4% or $148,539 at 6%; with 100% employer match about $167,106 at 4% or $111,404 at 6%.
201912$59,954$24,872$12,436iApproximate average salary by contribution assumption: employee only about $310,900 at 4% or $207,267 at 6%; with 50% employer match about $207,267 at 4% or $138,178 at 6%; with 100% employer match about $155,450 at 4% or $103,633 at 6%.
Wave Wealth Management 401(K) Plan-2$59,954$24,872$12,436iApproximate average salary by contribution assumption: employee only about $310,900 at 4% or $207,267 at 6%; with 50% employer match about $207,267 at 4% or $138,178 at 6%; with 100% employer match about $155,450 at 4% or $103,633 at 6%.
201812$28,742$7,822$3,911iApproximate average salary by contribution assumption: employee only about $97,775 at 4% or $65,183 at 6%; with 50% employer match about $65,183 at 4% or $43,456 at 6%; with 100% employer match about $48,888 at 4% or $32,592 at 6%.
Wave Wealth Management 401(K) Plan-2$28,742$7,822$3,911iApproximate average salary by contribution assumption: employee only about $97,775 at 4% or $65,183 at 6%; with 50% employer match about $65,183 at 4% or $43,456 at 6%; with 100% employer match about $48,888 at 4% or $32,592 at 6%.
201711$22,966$23,021$23,021iApproximate average salary by contribution assumption: employee only about $575,525 at 4% or $383,683 at 6%; with 50% employer match about $383,683 at 4% or $255,789 at 6%; with 100% employer match about $287,763 at 4% or $191,842 at 6%.
Wave Wealth Management 401(K) Plan-1$22,966$23,021$23,021iApproximate average salary by contribution assumption: employee only about $575,525 at 4% or $383,683 at 6%; with 50% employer match about $383,683 at 4% or $255,789 at 6%; with 100% employer match about $287,763 at 4% or $191,842 at 6%.