Civic Intelligence

Wealth Journey Strategies Inc.

Plan context: Wealth Journey Strategies Inc. 401K Profit Sharing Plan

EIN 85-1663305 • 1 filings • 1 plans

Current Snapshot

Latest Year

2020

2020 Participants

1

2020 Assets

$72,174

2020 Contributions

$72,114

Historical Graphs

Total Assets Over Time

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

$72,174$36,087$02020YearValue
$72,174Latest year 2020

Participants Over Time

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

1102020YearValue
1Latest year 2020

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
202011$72,174$72,114$72,114iApproximate average salary by contribution assumption: employee only about $1,802,850 at 4% or $1,201,900 at 6%; with 50% employer match about $1,201,900 at 4% or $801,267 at 6%; with 100% employer match about $901,425 at 4% or $600,950 at 6%.
Wealth Journey Strategies Inc. 401K Profit Sharing Plan-1$72,174$72,114$72,114iApproximate average salary by contribution assumption: employee only about $1,802,850 at 4% or $1,201,900 at 6%; with 50% employer match about $1,201,900 at 4% or $801,267 at 6%; with 100% employer match about $901,425 at 4% or $600,950 at 6%.