Steven J. Wick & Associates PC
Plan context: Steven J. Wick & Associates PC 401(K) Profit Sharing Plan
EIN 84-1513506 • Fort Collins, CO • 7 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$738,011
2024 Contributions
$71,482
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 | 5 | $738,011 | $71,482 | $14,296iApproximate average salary by contribution assumption: employee only about $357,410 at 4% or $238,273 at 6%; with 50% employer match about $238,273 at 4% or $158,849 at 6%; with 100% employer match about $178,705 at 4% or $119,137 at 6%. |
| Steven J. Wick & Associates PC 401(K) Profit Sharing Plan | - | 5 | $738,011 | $71,482 | $14,296iApproximate average salary by contribution assumption: employee only about $357,410 at 4% or $238,273 at 6%; with 50% employer match about $238,273 at 4% or $158,849 at 6%; with 100% employer match about $178,705 at 4% or $119,137 at 6%. |
| 2023 | 1 | 5 | $610,967 | $74,318 | $14,864iApproximate average salary by contribution assumption: employee only about $371,590 at 4% or $247,727 at 6%; with 50% employer match about $247,727 at 4% or $165,151 at 6%; with 100% employer match about $185,795 at 4% or $123,863 at 6%. |
| Steven J. Wick & Associates PC 401(K) Profit Sharing Plan | - | 5 | $610,967 | $74,318 | $14,864iApproximate average salary by contribution assumption: employee only about $371,590 at 4% or $247,727 at 6%; with 50% employer match about $247,727 at 4% or $165,151 at 6%; with 100% employer match about $185,795 at 4% or $123,863 at 6%. |
| 2022 | 1 | 5 | $619,380 | $77,144 | $15,429iApproximate average salary by contribution assumption: employee only about $385,720 at 4% or $257,147 at 6%; with 50% employer match about $257,147 at 4% or $171,431 at 6%; with 100% employer match about $192,860 at 4% or $128,573 at 6%. |
| Steven J. Wick & Associates PC 401(K) Profit Sharing Plan | - | 5 | $619,380 | $77,144 | $15,429iApproximate average salary by contribution assumption: employee only about $385,720 at 4% or $257,147 at 6%; with 50% employer match about $257,147 at 4% or $171,431 at 6%; with 100% employer match about $192,860 at 4% or $128,573 at 6%. |
| 2021 | 1 | 4 | $628,398 | $71,596 | $17,899iApproximate average salary by contribution assumption: employee only about $447,475 at 4% or $298,317 at 6%; with 50% employer match about $298,317 at 4% or $198,878 at 6%; with 100% employer match about $223,738 at 4% or $149,158 at 6%. |
| Steven J. Wick & Associates PC 401(K) Profit Sharing Plan | - | 4 | $628,398 | $71,596 | $17,899iApproximate average salary by contribution assumption: employee only about $447,475 at 4% or $298,317 at 6%; with 50% employer match about $298,317 at 4% or $198,878 at 6%; with 100% employer match about $223,738 at 4% or $149,158 at 6%. |
| 2020 | 1 | 4 | $522,855 | $62,511 | $15,628iApproximate average salary by contribution assumption: employee only about $390,694 at 4% or $260,463 at 6%; with 50% employer match about $260,463 at 4% or $173,642 at 6%; with 100% employer match about $195,347 at 4% or $130,231 at 6%. |
| Steven J. Wick & Associates PC 401(K) Profit Sharing Plan | - | 4 | $522,855 | $62,511 | $15,628iApproximate average salary by contribution assumption: employee only about $390,694 at 4% or $260,463 at 6%; with 50% employer match about $260,463 at 4% or $173,642 at 6%; with 100% employer match about $195,347 at 4% or $130,231 at 6%. |
| 2019 | 1 | 4 | $407,009 | $61,820 | $15,455iApproximate average salary by contribution assumption: employee only about $386,375 at 4% or $257,583 at 6%; with 50% employer match about $257,583 at 4% or $171,722 at 6%; with 100% employer match about $193,188 at 4% or $128,792 at 6%. |
| Steven J. Wick & Associates PC 401(K) Profit Sharing Plan | - | 4 | $407,009 | $61,820 | $15,455iApproximate average salary by contribution assumption: employee only about $386,375 at 4% or $257,583 at 6%; with 50% employer match about $257,583 at 4% or $171,722 at 6%; with 100% employer match about $193,188 at 4% or $128,792 at 6%. |
| 2018 | 1 | 4 | $294,888 | $308,201 | $77,050iApproximate average salary by contribution assumption: employee only about $1,926,256 at 4% or $1,284,171 at 6%; with 50% employer match about $1,284,171 at 4% or $856,114 at 6%; with 100% employer match about $963,128 at 4% or $642,085 at 6%. |
| Steven J. Wick & Associates PC 401(K) Profit Sharing Plan | - | 4 | $294,888 | $308,201 | $77,050iApproximate average salary by contribution assumption: employee only about $1,926,256 at 4% or $1,284,171 at 6%; with 50% employer match about $1,284,171 at 4% or $856,114 at 6%; with 100% employer match about $963,128 at 4% or $642,085 at 6%. |