Civic Intelligence

Wagner Wealth Management LLC

Plan context: Wagner Wealth Management LLC

EIN 84-1429867 • Denver, CO • 12 filings • 4 plans

210 University Blvd., Ste. 400Denver, CO 80206
Current Snapshot

Latest Year

2017

2017 Participants

11

2017 Assets

$1,519,450

2017 Contributions

$256,577

Historical Graphs

Total Assets Over Time

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

$1,519,450$759,725$0200620112016YearValue
$1,519,450Latest year 2016

Participants Over Time

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

1260200620112016YearValue
11Latest year 2016

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
201710$0$0-
Wagner Wealth Management LLC-0$0--
2016111$1,519,450$256,577$23,325iApproximate average salary by contribution assumption: employee only about $583,130 at 4% or $388,753 at 6%; with 50% employer match about $388,753 at 4% or $259,169 at 6%; with 100% employer match about $291,565 at 4% or $194,377 at 6%.
Wagner Wealth Management LLC-11$1,519,450$256,577$23,325iApproximate average salary by contribution assumption: employee only about $583,130 at 4% or $388,753 at 6%; with 50% employer match about $388,753 at 4% or $259,169 at 6%; with 100% employer match about $291,565 at 4% or $194,377 at 6%.
201519$1,108,458$209,933$23,326iApproximate average salary by contribution assumption: employee only about $583,147 at 4% or $388,765 at 6%; with 50% employer match about $388,765 at 4% or $259,177 at 6%; with 100% employer match about $291,574 at 4% or $194,382 at 6%.
Wagner Wealth Management LLC-9$1,108,458$209,933$23,326iApproximate average salary by contribution assumption: employee only about $583,147 at 4% or $388,765 at 6%; with 50% employer match about $388,765 at 4% or $259,177 at 6%; with 100% employer match about $291,574 at 4% or $194,382 at 6%.
201419$945,759$195,289$21,699iApproximate average salary by contribution assumption: employee only about $542,469 at 4% or $361,646 at 6%; with 50% employer match about $361,646 at 4% or $241,098 at 6%; with 100% employer match about $271,235 at 4% or $180,823 at 6%.
Wagner Wealth Management LLC-9$945,759$195,289$21,699iApproximate average salary by contribution assumption: employee only about $542,469 at 4% or $361,646 at 6%; with 50% employer match about $361,646 at 4% or $241,098 at 6%; with 100% employer match about $271,235 at 4% or $180,823 at 6%.
2013110$719,908$169,707$16,971iApproximate average salary by contribution assumption: employee only about $424,268 at 4% or $282,845 at 6%; with 50% employer match about $282,845 at 4% or $188,563 at 6%; with 100% employer match about $212,134 at 4% or $141,423 at 6%.
Wagner Wealth Management LLC-10$719,908$169,707$16,971iApproximate average salary by contribution assumption: employee only about $424,268 at 4% or $282,845 at 6%; with 50% employer match about $282,845 at 4% or $188,563 at 6%; with 100% employer match about $212,134 at 4% or $141,423 at 6%.
2012112$632,559$166,284$13,857iApproximate average salary by contribution assumption: employee only about $346,425 at 4% or $230,950 at 6%; with 50% employer match about $230,950 at 4% or $153,967 at 6%; with 100% employer match about $173,213 at 4% or $115,475 at 6%.
Wagner Wealth Management LLC-12$632,559$166,284$13,857iApproximate average salary by contribution assumption: employee only about $346,425 at 4% or $230,950 at 6%; with 50% employer match about $230,950 at 4% or $153,967 at 6%; with 100% employer match about $173,213 at 4% or $115,475 at 6%.
2011111$409,829$97,046$8,822iApproximate average salary by contribution assumption: employee only about $220,559 at 4% or $147,039 at 6%; with 50% employer match about $147,039 at 4% or $98,026 at 6%; with 100% employer match about $110,280 at 4% or $73,520 at 6%.
Wagner Wealth Management LLC-11$409,829$97,046$8,822iApproximate average salary by contribution assumption: employee only about $220,559 at 4% or $147,039 at 6%; with 50% employer match about $147,039 at 4% or $98,026 at 6%; with 100% employer match about $110,280 at 4% or $73,520 at 6%.
201018$296,314$58,935$7,367iApproximate average salary by contribution assumption: employee only about $184,172 at 4% or $122,781 at 6%; with 50% employer match about $122,781 at 4% or $81,854 at 6%; with 100% employer match about $92,086 at 4% or $61,391 at 6%.
Wagner Wealth Management LLC-8$296,314$58,935$7,367iApproximate average salary by contribution assumption: employee only about $184,172 at 4% or $122,781 at 6%; with 50% employer match about $122,781 at 4% or $81,854 at 6%; with 100% employer match about $92,086 at 4% or $61,391 at 6%.
200918$263,128$64,321$8,040iApproximate average salary by contribution assumption: employee only about $201,003 at 4% or $134,002 at 6%; with 50% employer match about $134,002 at 4% or $89,335 at 6%; with 100% employer match about $100,502 at 4% or $67,001 at 6%.
Wagner Wealth Management LLC-8$263,128$64,321$8,040iApproximate average salary by contribution assumption: employee only about $201,003 at 4% or $134,002 at 6%; with 50% employer match about $134,002 at 4% or $89,335 at 6%; with 100% employer match about $100,502 at 4% or $67,001 at 6%.
200816$149,607$113,603$18,934iApproximate average salary by contribution assumption: employee only about $473,346 at 4% or $315,564 at 6%; with 50% employer match about $315,564 at 4% or $210,376 at 6%; with 100% employer match about $236,673 at 4% or $157,782 at 6%.
Wagner Wealth Management LLC-6$149,607$113,603$18,934iApproximate average salary by contribution assumption: employee only about $473,346 at 4% or $315,564 at 6%; with 50% employer match about $315,564 at 4% or $210,376 at 6%; with 100% employer match about $236,673 at 4% or $157,782 at 6%.
200716$45,651$33,862$5,644iApproximate average salary by contribution assumption: employee only about $141,092 at 4% or $94,061 at 6%; with 50% employer match about $94,061 at 4% or $62,707 at 6%; with 100% employer match about $70,546 at 4% or $47,031 at 6%.
Wagner Wealth Management LLC-6$45,651$33,862$5,644iApproximate average salary by contribution assumption: employee only about $141,092 at 4% or $94,061 at 6%; with 50% employer match about $94,061 at 4% or $62,707 at 6%; with 100% employer match about $70,546 at 4% or $47,031 at 6%.
200616$31,831$31,668$5,278iApproximate average salary by contribution assumption: employee only about $131,950 at 4% or $87,967 at 6%; with 50% employer match about $87,967 at 4% or $58,644 at 6%; with 100% employer match about $65,975 at 4% or $43,983 at 6%.
Wagner Wealth Management LLC-6$31,831$31,668$5,278iApproximate average salary by contribution assumption: employee only about $131,950 at 4% or $87,967 at 6%; with 50% employer match about $87,967 at 4% or $58,644 at 6%; with 100% employer match about $65,975 at 4% or $43,983 at 6%.