Civic Intelligence

Wise & Co LLP

Plan context: Wise & Co LLP 401(K) Plan

EIN 81-5001265 • Klamath Falls, OR • 8 filings • 2 plans

422 S 5th StKlamath Falls, OR 97601
Current Snapshot

Latest Year

2024

2024 Participants

16

2024 Assets

$2,261,743

2024 Contributions

$166,355

Historical Graphs

Total Assets Over Time

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

$2,261,743$1,130,872$0201720202023YearValue
$2,261,743Latest year 2023

Participants Over Time

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

1790201720202023YearValue
16Latest year 2023

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
202410$0$0-
Wise & Co LLP 401(K) Plan-0$0--
2023116$2,261,743$0-
Wise & Co LLP 401(K) Plan-16$2,261,743--
2022117$2,066,862$166,355$9,786iApproximate average salary by contribution assumption: employee only about $244,640 at 4% or $163,093 at 6%; with 50% employer match about $163,093 at 4% or $108,729 at 6%; with 100% employer match about $122,320 at 4% or $81,547 at 6%.
Wise & Co LLP 401(K) Plan-17$2,066,862$166,355$9,786iApproximate average salary by contribution assumption: employee only about $244,640 at 4% or $163,093 at 6%; with 50% employer match about $163,093 at 4% or $108,729 at 6%; with 100% employer match about $122,320 at 4% or $81,547 at 6%.
2021116$2,246,328$133,895$8,368iApproximate average salary by contribution assumption: employee only about $209,211 at 4% or $139,474 at 6%; with 50% employer match about $139,474 at 4% or $92,983 at 6%; with 100% employer match about $104,605 at 4% or $69,737 at 6%.
Wise & Co LLP 401(K) Plan-16$2,246,328$133,895$8,368iApproximate average salary by contribution assumption: employee only about $209,211 at 4% or $139,474 at 6%; with 50% employer match about $139,474 at 4% or $92,983 at 6%; with 100% employer match about $104,605 at 4% or $69,737 at 6%.
2020112$1,969,816$79,955$6,663iApproximate average salary by contribution assumption: employee only about $166,573 at 4% or $111,049 at 6%; with 50% employer match about $111,049 at 4% or $74,032 at 6%; with 100% employer match about $83,286 at 4% or $55,524 at 6%.
Wise & Co LLP 401(K) Plan-12$1,969,816$79,955$6,663iApproximate average salary by contribution assumption: employee only about $166,573 at 4% or $111,049 at 6%; with 50% employer match about $111,049 at 4% or $74,032 at 6%; with 100% employer match about $83,286 at 4% or $55,524 at 6%.
2019113$1,776,310$100,454$7,727iApproximate average salary by contribution assumption: employee only about $193,181 at 4% or $128,787 at 6%; with 50% employer match about $128,787 at 4% or $85,858 at 6%; with 100% employer match about $96,590 at 4% or $64,394 at 6%.
Wise & Co LLP 401(K) Plan-13$1,776,310$100,454$7,727iApproximate average salary by contribution assumption: employee only about $193,181 at 4% or $128,787 at 6%; with 50% employer match about $128,787 at 4% or $85,858 at 6%; with 100% employer match about $96,590 at 4% or $64,394 at 6%.
2018115$1,477,075$68,191$4,546iApproximate average salary by contribution assumption: employee only about $113,652 at 4% or $75,768 at 6%; with 50% employer match about $75,768 at 4% or $50,512 at 6%; with 100% employer match about $56,826 at 4% or $37,884 at 6%.
Wise & Co LLP 401(K) Plan-15$1,477,075$68,191$4,546iApproximate average salary by contribution assumption: employee only about $113,652 at 4% or $75,768 at 6%; with 50% employer match about $75,768 at 4% or $50,512 at 6%; with 100% employer match about $56,826 at 4% or $37,884 at 6%.
2017115$1,554,273$1,506,866$100,458iApproximate average salary by contribution assumption: employee only about $2,511,443 at 4% or $1,674,296 at 6%; with 50% employer match about $1,674,296 at 4% or $1,116,197 at 6%; with 100% employer match about $1,255,722 at 4% or $837,148 at 6%.
Wise & Co LLP 401(K) Plan-15$1,554,273$1,506,866$100,458iApproximate average salary by contribution assumption: employee only about $2,511,443 at 4% or $1,674,296 at 6%; with 50% employer match about $1,674,296 at 4% or $1,116,197 at 6%; with 100% employer match about $1,255,722 at 4% or $837,148 at 6%.