Wam Partners Inc.
Plan context: Wam Partners Inc. Retirement Plan
EIN 83-1819552 • 7 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$1,042
2024 Contributions
$270,578
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 | 2 | $1,042 | $0 | - |
| Wam Partners Inc. Retirement Plan | - | 2 | $1,042 | - | - |
| 2023 | 1 | 3 | $42 | $0 | - |
| Wam Partners Inc. Retirement Plan | - | 3 | $42 | - | - |
| 2022 | 1 | 2 | $42 | $0 | - |
| Wam Partners Inc. Retirement Plan | - | 2 | $42 | - | - |
| 2021 | 1 | 2 | $42 | $0 | - |
| Wam Partners Inc. Retirement Plan | - | 2 | $42 | - | - |
| 2020 | 1 | 2 | $42 | $0 | - |
| Wam Partners Inc. Retirement Plan | - | 2 | $42 | - | - |
| 2019 | 1 | 2 | $42 | $270,578 | $135,289iApproximate average salary by contribution assumption: employee only about $3,382,225 at 4% or $2,254,817 at 6%; with 50% employer match about $2,254,817 at 4% or $1,503,211 at 6%; with 100% employer match about $1,691,113 at 4% or $1,127,408 at 6%. |
| Wam Partners Inc. Retirement Plan | - | 2 | $42 | $270,578 | $135,289iApproximate average salary by contribution assumption: employee only about $3,382,225 at 4% or $2,254,817 at 6%; with 50% employer match about $2,254,817 at 4% or $1,503,211 at 6%; with 100% employer match about $1,691,113 at 4% or $1,127,408 at 6%. |
| 2018 | 1 | 1 | $0 | $0 | - |
| Wam Partners Inc. Retirement Plan | - | 1 | - | - | - |