Civic Intelligence

Wakefield & Associates Inc.

Plan context: Wakefield & Associates Inc. Employee Pension Plan

EIN 84-1023982 • 25 filings • 6 plans

Current Snapshot

Latest Year

2024

2024 Participants

494

2024 Assets

$14,127,852

2024 Contributions

$1,350,787

Historical Graphs

Total Assets Over Time

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

$14,127,852$7,063,926$0199920192024YearValue
$14,127,852Latest year 2024

Participants Over Time

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

5692850199920132024YearValue
494Latest 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
20242494$14,127,852$1,350,787$2,734iApproximate average salary by contribution assumption: employee only about $68,360 at 4% or $45,573 at 6%; with 50% employer match about $45,573 at 4% or $30,382 at 6%; with 100% employer match about $34,180 at 4% or $22,787 at 6%.
Wakefield & Associates Inc. Employee Pension Plan-467$14,127,852$1,350,787$2,892iApproximate average salary by contribution assumption: employee only about $72,312 at 4% or $48,208 at 6%; with 50% employer match about $48,208 at 4% or $32,139 at 6%; with 100% employer match about $36,156 at 4% or $24,104 at 6%.
Wakefield & Associates LLC Employee Benefits Plan-494---
20232569$13,533,066$2,717,951$4,777iApproximate average salary by contribution assumption: employee only about $119,418 at 4% or $79,612 at 6%; with 50% employer match about $79,612 at 4% or $53,075 at 6%; with 100% employer match about $59,709 at 4% or $39,806 at 6%.
Wakefield & Associates Inc. Employee Pension Plan-548$13,533,066$2,717,951$4,960iApproximate average salary by contribution assumption: employee only about $123,994 at 4% or $82,663 at 6%; with 50% employer match about $82,663 at 4% or $55,108 at 6%; with 100% employer match about $61,997 at 4% or $41,331 at 6%.
Wakefield & Associates LLC Employee Benefits Plan-569---
20222478$10,660,486$1,295,425$2,710iApproximate average salary by contribution assumption: employee only about $67,752 at 4% or $45,168 at 6%; with 50% employer match about $45,168 at 4% or $30,112 at 6%; with 100% employer match about $33,876 at 4% or $22,584 at 6%.
Wakefield & Associates Inc. Employee Pension Plan-478$10,660,486$1,295,425$2,710iApproximate average salary by contribution assumption: employee only about $67,752 at 4% or $45,168 at 6%; with 50% employer match about $45,168 at 4% or $30,112 at 6%; with 100% employer match about $33,876 at 4% or $22,584 at 6%.
Wakefield & Associates LLC Employee Benefits Plan-428---
20211475$12,722,485$1,423,726$2,997iApproximate average salary by contribution assumption: employee only about $74,933 at 4% or $49,955 at 6%; with 50% employer match about $49,955 at 4% or $33,304 at 6%; with 100% employer match about $37,466 at 4% or $24,978 at 6%.
Wakefield & Associates Inc. Employee Pension Plan-475$12,722,485$1,423,726$2,997iApproximate average salary by contribution assumption: employee only about $74,933 at 4% or $49,955 at 6%; with 50% employer match about $49,955 at 4% or $33,304 at 6%; with 100% employer match about $37,466 at 4% or $24,978 at 6%.
20201527$10,919,705$1,476,206$2,801iApproximate average salary by contribution assumption: employee only about $70,029 at 4% or $46,686 at 6%; with 50% employer match about $46,686 at 4% or $31,124 at 6%; with 100% employer match about $35,014 at 4% or $23,343 at 6%.
Wakefield & Associates Inc. Employee Pension Plan-527$10,919,705$1,476,206$2,801iApproximate average salary by contribution assumption: employee only about $70,029 at 4% or $46,686 at 6%; with 50% employer match about $46,686 at 4% or $31,124 at 6%; with 100% employer match about $35,014 at 4% or $23,343 at 6%.
20191490$11,935,416$1,532,708$3,128iApproximate average salary by contribution assumption: employee only about $78,199 at 4% or $52,133 at 6%; with 50% employer match about $52,133 at 4% or $34,755 at 6%; with 100% employer match about $39,100 at 4% or $26,066 at 6%.
Wakefield & Associates Inc. Employee Pension Plan-490$11,935,416$1,532,708$3,128iApproximate average salary by contribution assumption: employee only about $78,199 at 4% or $52,133 at 6%; with 50% employer match about $52,133 at 4% or $34,755 at 6%; with 100% employer match about $39,100 at 4% or $26,066 at 6%.
20181259$9,330,094$1,361,674$5,257iApproximate average salary by contribution assumption: employee only about $131,436 at 4% or $87,624 at 6%; with 50% employer match about $87,624 at 4% or $58,416 at 6%; with 100% employer match about $65,718 at 4% or $43,812 at 6%.
Wakefield & Associates Inc. Employee Pension Plan-259$9,330,094$1,361,674$5,257iApproximate average salary by contribution assumption: employee only about $131,436 at 4% or $87,624 at 6%; with 50% employer match about $87,624 at 4% or $58,416 at 6%; with 100% employer match about $65,718 at 4% or $43,812 at 6%.
20171272$8,556,763$840,346$3,090iApproximate average salary by contribution assumption: employee only about $77,238 at 4% or $51,492 at 6%; with 50% employer match about $51,492 at 4% or $34,328 at 6%; with 100% employer match about $38,619 at 4% or $25,746 at 6%.
Wakefield & Associates Inc. Employee Pension Plan-272$8,556,763$840,346$3,090iApproximate average salary by contribution assumption: employee only about $77,238 at 4% or $51,492 at 6%; with 50% employer match about $51,492 at 4% or $34,328 at 6%; with 100% employer match about $38,619 at 4% or $25,746 at 6%.
20131110$0$0-
Wakefield & Associates LLC Employee Benefits Plan-110---
20121110$0$0-
Wakefield & Associates LLC Employee Benefits Plan-110---
20111103$0$0-
Wakefield & Associates LLC Employee Benefits Plan-103---
20101106$0$0-
Wakefield & Associates LLC Employee Benefits Plan-106---
200610$0$0-
Wakefield & Associates Inc. Employee Pension Plan-0---
2005117$1,100,706$0-
Wakefield & Associates Inc. Employee Pension Plan-17$1,100,706--
200410$0$0-
WAKEFIELD & ASSOCIATES, INC. PROFIT SHARING 401K PLAN-0---
2003222$17,213$25,275$1,149iApproximate average salary by contribution assumption: employee only about $28,722 at 4% or $19,148 at 6%; with 50% employer match about $19,148 at 4% or $12,765 at 6%; with 100% employer match about $14,361 at 4% or $9,574 at 6%.
WAKEFIELD & ASSOCIATES, INC. PROFIT SHARING 401K PLAN-2$17,213$25,275$12,638iApproximate average salary by contribution assumption: employee only about $315,938 at 4% or $210,625 at 6%; with 50% employer match about $210,625 at 4% or $140,417 at 6%; with 100% employer match about $157,969 at 4% or $105,313 at 6%.
Wakefield & Associates Inc. Employee Pension Plan-22---
2002235$0$0-
Wakefield & Associates Inc. Employee Pension Plan-35---
WAKEFIELD & ASSOCIATES, INC. PROFIT SHARING 401K PLAN-32---
2001132$0$0-
Wakefield & Associates Inc. Employee Pension Plan-32---
2000128$0$0-
Wakefield & Associates Inc. Employee Pension Plan-28---
1999123$564,703$188,074$8,177iApproximate average salary by contribution assumption: employee only about $204,428 at 4% or $136,286 at 6%; with 50% employer match about $136,286 at 4% or $90,857 at 6%; with 100% employer match about $102,214 at 4% or $68,143 at 6%.
Wakefield & Associates Inc. Employee Pension Plan-23$564,703$188,074$8,177iApproximate average salary by contribution assumption: employee only about $204,428 at 4% or $136,286 at 6%; with 50% employer match about $136,286 at 4% or $90,857 at 6%; with 100% employer match about $102,214 at 4% or $68,143 at 6%.