Civic Intelligence

Wealth Management International Ltd.

Plan context: Wealth Management International Ltd. 401K Plan

EIN 86-0885780 • Peoria, AZ • 12 filings • 3 plans

23131 N. Lake Pleasant ParkwayPeoria, AZ 85383
Current Snapshot

Latest Year

2014

2014 Participants

7

2014 Assets

$403,552

2014 Contributions

$36,791

Historical Graphs

Total Assets Over Time

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

$406,665$203,333$0200320102014YearValue
$403,552Latest year 2014

Participants Over Time

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

1790200220092014YearValue
7Latest year 2014

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
201417$403,552$36,791$5,256iApproximate average salary by contribution assumption: employee only about $131,396 at 4% or $87,598 at 6%; with 50% employer match about $87,598 at 4% or $58,398 at 6%; with 100% employer match about $65,698 at 4% or $43,799 at 6%.
Wealth Management International Ltd. 401K Plan-7$403,552$36,791$5,256iApproximate average salary by contribution assumption: employee only about $131,396 at 4% or $87,598 at 6%; with 50% employer match about $87,598 at 4% or $58,398 at 6%; with 100% employer match about $65,698 at 4% or $43,799 at 6%.
2013110$406,665$37,679$3,768iApproximate average salary by contribution assumption: employee only about $94,198 at 4% or $62,798 at 6%; with 50% employer match about $62,798 at 4% or $41,866 at 6%; with 100% employer match about $47,099 at 4% or $31,399 at 6%.
Wealth Management International Ltd. 401K Plan-10$406,665$37,679$3,768iApproximate average salary by contribution assumption: employee only about $94,198 at 4% or $62,798 at 6%; with 50% employer match about $62,798 at 4% or $41,866 at 6%; with 100% employer match about $47,099 at 4% or $31,399 at 6%.
2012112$396,985$43,942$3,662iApproximate average salary by contribution assumption: employee only about $91,546 at 4% or $61,031 at 6%; with 50% employer match about $61,031 at 4% or $40,687 at 6%; with 100% employer match about $45,773 at 4% or $30,515 at 6%.
Wealth Management International Ltd. 401K Plan-12$396,985$43,942$3,662iApproximate average salary by contribution assumption: employee only about $91,546 at 4% or $61,031 at 6%; with 50% employer match about $61,031 at 4% or $40,687 at 6%; with 100% employer match about $45,773 at 4% or $30,515 at 6%.
2011114$372,266$50,176$3,584iApproximate average salary by contribution assumption: employee only about $89,600 at 4% or $59,733 at 6%; with 50% employer match about $59,733 at 4% or $39,822 at 6%; with 100% employer match about $44,800 at 4% or $29,867 at 6%.
Wealth Management International Ltd. 401K Plan-14$372,266$50,176$3,584iApproximate average salary by contribution assumption: employee only about $89,600 at 4% or $59,733 at 6%; with 50% employer match about $59,733 at 4% or $39,822 at 6%; with 100% employer match about $44,800 at 4% or $29,867 at 6%.
2010114$338,207$59,731$4,267iApproximate average salary by contribution assumption: employee only about $106,663 at 4% or $71,108 at 6%; with 50% employer match about $71,108 at 4% or $47,406 at 6%; with 100% employer match about $53,331 at 4% or $35,554 at 6%.
Wealth Management International Ltd. 401K Plan-14$338,207$59,731$4,267iApproximate average salary by contribution assumption: employee only about $106,663 at 4% or $71,108 at 6%; with 50% employer match about $71,108 at 4% or $47,406 at 6%; with 100% employer match about $53,331 at 4% or $35,554 at 6%.
2009117$264,908$54,439$3,202iApproximate average salary by contribution assumption: employee only about $80,057 at 4% or $53,372 at 6%; with 50% employer match about $53,372 at 4% or $35,581 at 6%; with 100% employer match about $40,029 at 4% or $26,686 at 6%.
Wealth Management International Ltd. 401K Plan-17$264,908$54,439$3,202iApproximate average salary by contribution assumption: employee only about $80,057 at 4% or $53,372 at 6%; with 50% employer match about $53,372 at 4% or $35,581 at 6%; with 100% employer match about $40,029 at 4% or $26,686 at 6%.
2008114$176,015$78,965$5,640iApproximate average salary by contribution assumption: employee only about $141,009 at 4% or $94,006 at 6%; with 50% employer match about $94,006 at 4% or $62,671 at 6%; with 100% employer match about $70,504 at 4% or $47,003 at 6%.
Wealth Management International Ltd. 401K Plan-14$176,015$78,965$5,640iApproximate average salary by contribution assumption: employee only about $141,009 at 4% or $94,006 at 6%; with 50% employer match about $94,006 at 4% or $62,671 at 6%; with 100% employer match about $70,504 at 4% or $47,003 at 6%.
2007110$147,519$86,660$8,666iApproximate average salary by contribution assumption: employee only about $216,650 at 4% or $144,433 at 6%; with 50% employer match about $144,433 at 4% or $96,289 at 6%; with 100% employer match about $108,325 at 4% or $72,217 at 6%.
Wealth Management International Ltd. 401K Plan-10$147,519$86,660$8,666iApproximate average salary by contribution assumption: employee only about $216,650 at 4% or $144,433 at 6%; with 50% employer match about $144,433 at 4% or $96,289 at 6%; with 100% employer match about $108,325 at 4% or $72,217 at 6%.
2006111$58,155$56,879$5,171iApproximate average salary by contribution assumption: employee only about $129,270 at 4% or $86,180 at 6%; with 50% employer match about $86,180 at 4% or $57,454 at 6%; with 100% employer match about $64,635 at 4% or $43,090 at 6%.
Wealth Management International Ltd. 401K Plan-11$58,155$56,879$5,171iApproximate average salary by contribution assumption: employee only about $129,270 at 4% or $86,180 at 6%; with 50% employer match about $86,180 at 4% or $57,454 at 6%; with 100% employer match about $64,635 at 4% or $43,090 at 6%.
200410$0$0-
Wealth Management International Ltd. 401K Plan-0---
200313$1,633$1,300$433iApproximate average salary by contribution assumption: employee only about $10,833 at 4% or $7,222 at 6%; with 50% employer match about $7,222 at 4% or $4,815 at 6%; with 100% employer match about $5,417 at 4% or $3,611 at 6%.
Wealth Management International Ltd. 401K Plan-3$1,633$1,300$433iApproximate average salary by contribution assumption: employee only about $10,833 at 4% or $7,222 at 6%; with 50% employer match about $7,222 at 4% or $4,815 at 6%; with 100% employer match about $5,417 at 4% or $3,611 at 6%.
200212$0$0-
Wealth Management International Ltd. 401K Plan-2---