Civic Intelligence

Wiens Capital Management LLC

Plan context: Wiens Capital Management LLC 401(K) Profit Sharing Plan

EIN 84-1602387 • Broomfield, CO • 12 filings • 2 plans

555 Eldorado BoulevardSuite 200Broomfield, CO 80021
Current Snapshot

Latest Year

2017

2017 Participants

5

2017 Assets

$101,277

2017 Contributions

$5,264

Historical Graphs

Total Assets Over Time

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

$228,652$114,326$0200620122016YearValue
$101,277Latest year 2016

Participants Over Time

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

51260200620112016YearValue
5Latest 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$5,264-
Wiens Capital Management LLC 401(K) Profit Sharing Plan-0$0$5,264-
201615$101,277$21,325$4,265iApproximate average salary by contribution assumption: employee only about $106,625 at 4% or $71,083 at 6%; with 50% employer match about $71,083 at 4% or $47,389 at 6%; with 100% employer match about $53,313 at 4% or $35,542 at 6%.
Wiens Capital Management LLC 401(K) Profit Sharing Plan-5$101,277$21,325$4,265iApproximate average salary by contribution assumption: employee only about $106,625 at 4% or $71,083 at 6%; with 50% employer match about $71,083 at 4% or $47,389 at 6%; with 100% employer match about $53,313 at 4% or $35,542 at 6%.
201515$73,799$26,671$5,334iApproximate average salary by contribution assumption: employee only about $133,355 at 4% or $88,903 at 6%; with 50% employer match about $88,903 at 4% or $59,269 at 6%; with 100% employer match about $66,678 at 4% or $44,452 at 6%.
Wiens Capital Management LLC 401(K) Profit Sharing Plan-5$73,799$26,671$5,334iApproximate average salary by contribution assumption: employee only about $133,355 at 4% or $88,903 at 6%; with 50% employer match about $88,903 at 4% or $59,269 at 6%; with 100% employer match about $66,678 at 4% or $44,452 at 6%.
201413$86,364$7,624$2,541iApproximate average salary by contribution assumption: employee only about $63,533 at 4% or $42,356 at 6%; with 50% employer match about $42,356 at 4% or $28,237 at 6%; with 100% employer match about $31,767 at 4% or $21,178 at 6%.
Wiens Capital Management LLC 401(K) Profit Sharing Plan-3$86,364$7,624$2,541iApproximate average salary by contribution assumption: employee only about $63,533 at 4% or $42,356 at 6%; with 50% employer match about $42,356 at 4% or $28,237 at 6%; with 100% employer match about $31,767 at 4% or $21,178 at 6%.
201314$82,798$3,570$893iApproximate average salary by contribution assumption: employee only about $22,313 at 4% or $14,875 at 6%; with 50% employer match about $14,875 at 4% or $9,917 at 6%; with 100% employer match about $11,156 at 4% or $7,438 at 6%.
Wiens Capital Management LLC 401(K) Profit Sharing Plan-4$82,798$3,570$893iApproximate average salary by contribution assumption: employee only about $22,313 at 4% or $14,875 at 6%; with 50% employer match about $14,875 at 4% or $9,917 at 6%; with 100% employer match about $11,156 at 4% or $7,438 at 6%.
201219$113,787$5,547$616iApproximate average salary by contribution assumption: employee only about $15,408 at 4% or $10,272 at 6%; with 50% employer match about $10,272 at 4% or $6,848 at 6%; with 100% employer match about $7,704 at 4% or $5,136 at 6%.
Wiens Capital Management LLC 401(K) Profit Sharing Plan-9$113,787$5,547$616iApproximate average salary by contribution assumption: employee only about $15,408 at 4% or $10,272 at 6%; with 50% employer match about $10,272 at 4% or $6,848 at 6%; with 100% employer match about $7,704 at 4% or $5,136 at 6%.
2011116$124,375$3,506$219iApproximate average salary by contribution assumption: employee only about $5,478 at 4% or $3,652 at 6%; with 50% employer match about $3,652 at 4% or $2,435 at 6%; with 100% employer match about $2,739 at 4% or $1,826 at 6%.
Wiens Capital Management LLC 401(K) Profit Sharing Plan-16$124,375$3,506$219iApproximate average salary by contribution assumption: employee only about $5,478 at 4% or $3,652 at 6%; with 50% employer match about $3,652 at 4% or $2,435 at 6%; with 100% employer match about $2,739 at 4% or $1,826 at 6%.
2010121$182,277$6,525$311iApproximate average salary by contribution assumption: employee only about $7,768 at 4% or $5,179 at 6%; with 50% employer match about $5,179 at 4% or $3,452 at 6%; with 100% employer match about $3,884 at 4% or $2,589 at 6%.
Wiens Capital Management LLC 401(K) Profit Sharing Plan-21$182,277$6,525$311iApproximate average salary by contribution assumption: employee only about $7,768 at 4% or $5,179 at 6%; with 50% employer match about $5,179 at 4% or $3,452 at 6%; with 100% employer match about $3,884 at 4% or $2,589 at 6%.
2009127$228,652$40,747$1,509iApproximate average salary by contribution assumption: employee only about $37,729 at 4% or $25,152 at 6%; with 50% employer match about $25,152 at 4% or $16,768 at 6%; with 100% employer match about $18,864 at 4% or $12,576 at 6%.
Wiens Capital Management LLC 401(K) Profit Sharing Plan-27$228,652$40,747$1,509iApproximate average salary by contribution assumption: employee only about $37,729 at 4% or $25,152 at 6%; with 50% employer match about $25,152 at 4% or $16,768 at 6%; with 100% employer match about $18,864 at 4% or $12,576 at 6%.
2008151$0$0-
Wiens Capital Management LLC 401(K) Profit Sharing Plan-51---
2007146$0$0-
Wiens Capital Management LLC 401(K) Profit Sharing Plan-46---
200618$23,580$22,594$2,824iApproximate average salary by contribution assumption: employee only about $70,606 at 4% or $47,071 at 6%; with 50% employer match about $47,071 at 4% or $31,381 at 6%; with 100% employer match about $35,303 at 4% or $23,535 at 6%.
Wiens Capital Management LLC 401(K) Profit Sharing Plan-8$23,580$22,594$2,824iApproximate average salary by contribution assumption: employee only about $70,606 at 4% or $47,071 at 6%; with 50% employer match about $47,071 at 4% or $31,381 at 6%; with 100% employer match about $35,303 at 4% or $23,535 at 6%.