Civic Intelligence

Wealthsmart Solutions Inc.

Plan context: Wealthsmart Solutions Inc. 401K Profit Sharing Plan

EIN 83-1340025 • 4 filings • 1 plans

Current Snapshot

Latest Year

2021

2021 Participants

2

2021 Assets

$132,293

2021 Contributions

$100

Historical Graphs

Total Assets Over Time

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

$211,826$105,913$0201820192020YearValue
$132,293Latest year 2020

Participants Over Time

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

210201820192020YearValue
2Latest year 2020

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
202110$0$0-
Wealthsmart Solutions Inc. 401K Profit Sharing Plan-0---
202012$132,293$100$50iApproximate average salary by contribution assumption: employee only about $1,250 at 4% or $833 at 6%; with 50% employer match about $833 at 4% or $556 at 6%; with 100% employer match about $625 at 4% or $417 at 6%.
Wealthsmart Solutions Inc. 401K Profit Sharing Plan-2$132,293$100$50iApproximate average salary by contribution assumption: employee only about $1,250 at 4% or $833 at 6%; with 50% employer match about $833 at 4% or $556 at 6%; with 100% employer match about $625 at 4% or $417 at 6%.
201912$181,663$75$38iApproximate average salary by contribution assumption: employee only about $938 at 4% or $625 at 6%; with 50% employer match about $625 at 4% or $417 at 6%; with 100% employer match about $469 at 4% or $313 at 6%.
Wealthsmart Solutions Inc. 401K Profit Sharing Plan-2$181,663$75$38iApproximate average salary by contribution assumption: employee only about $938 at 4% or $625 at 6%; with 50% employer match about $625 at 4% or $417 at 6%; with 100% employer match about $469 at 4% or $313 at 6%.
201812$211,826$211,805$105,903iApproximate average salary by contribution assumption: employee only about $2,647,563 at 4% or $1,765,042 at 6%; with 50% employer match about $1,765,042 at 4% or $1,176,694 at 6%; with 100% employer match about $1,323,781 at 4% or $882,521 at 6%.
Wealthsmart Solutions Inc. 401K Profit Sharing Plan-2$211,826$211,805$105,903iApproximate average salary by contribution assumption: employee only about $2,647,563 at 4% or $1,765,042 at 6%; with 50% employer match about $1,765,042 at 4% or $1,176,694 at 6%; with 100% employer match about $1,323,781 at 4% or $882,521 at 6%.