Civic Intelligence

Wkendall Financial Inc.

Plan context: Wkendall Financial Inc. Retirement Plan

EIN 84-1874107 • 5 filings • 1 plans

Current Snapshot

Latest Year

2023

2023 Participants

1

2023 Assets

$42

2023 Contributions

$3,536

Historical Graphs

Total Assets Over Time

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

$349,664$174,832$0201920212022YearValue
$42Latest year 2022

Participants Over Time

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

630201920212022YearValue
1Latest year 2022

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
202310$0$0-
Wkendall Financial Inc. Retirement Plan-0---
202211$42$0-
Wkendall Financial Inc. Retirement Plan-1$42--
202116$348,111$0-
Wkendall Financial Inc. Retirement Plan-6$348,111--
202016$349,664$3,536$589iApproximate average salary by contribution assumption: employee only about $14,733 at 4% or $9,822 at 6%; with 50% employer match about $9,822 at 4% or $6,548 at 6%; with 100% employer match about $7,367 at 4% or $4,911 at 6%.
Wkendall Financial Inc. Retirement Plan-6$349,664$3,536$589iApproximate average salary by contribution assumption: employee only about $14,733 at 4% or $9,822 at 6%; with 50% employer match about $9,822 at 4% or $6,548 at 6%; with 100% employer match about $7,367 at 4% or $4,911 at 6%.
201916$321,829$333,251$55,542iApproximate average salary by contribution assumption: employee only about $1,388,546 at 4% or $925,697 at 6%; with 50% employer match about $925,697 at 4% or $617,131 at 6%; with 100% employer match about $694,273 at 4% or $462,849 at 6%.
Wkendall Financial Inc. Retirement Plan-6$321,829$333,251$55,542iApproximate average salary by contribution assumption: employee only about $1,388,546 at 4% or $925,697 at 6%; with 50% employer match about $925,697 at 4% or $617,131 at 6%; with 100% employer match about $694,273 at 4% or $462,849 at 6%.