Civic Intelligence

Western Retail Advisors LLC

Plan context: Wra Pension Plan

EIN 86-0973575 • Phoenix, AZ • 19 filings • 2 plans

2555 E. Camelback Road Suite 200Phoenix, AZ 85016
Current Snapshot

Latest Year

2024

2024 Participants

20

2024 Assets

$4,682,863

2024 Contributions

$291,690

Historical Graphs

Total Assets Over Time

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

$4,682,863$2,341,432$0201520202024YearValue
$4,682,863Latest year 2024

Participants Over Time

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

27140201520202024YearValue
20Latest year 2024

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
2024220$4,682,863$291,690$14,585iApproximate average salary by contribution assumption: employee only about $364,613 at 4% or $243,075 at 6%; with 50% employer match about $243,075 at 4% or $162,050 at 6%; with 100% employer match about $182,306 at 4% or $121,538 at 6%.
Wra Pension Plan-6$3,079,572$120,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
WRA 401(K) PROFIT SHARING PLAN-20$1,603,291$171,690$8,585iApproximate average salary by contribution assumption: employee only about $214,613 at 4% or $143,075 at 6%; with 50% employer match about $143,075 at 4% or $95,383 at 6%; with 100% employer match about $107,306 at 4% or $71,538 at 6%.
2023220$4,095,587$218,021$10,901iApproximate average salary by contribution assumption: employee only about $272,526 at 4% or $181,684 at 6%; with 50% employer match about $181,684 at 4% or $121,123 at 6%; with 100% employer match about $136,263 at 4% or $90,842 at 6%.
Wra Pension Plan-6$2,699,941$170,000$28,333iApproximate average salary by contribution assumption: employee only about $708,333 at 4% or $472,222 at 6%; with 50% employer match about $472,222 at 4% or $314,815 at 6%; with 100% employer match about $354,167 at 4% or $236,111 at 6%.
WRA 401(K) PROFIT SHARING PLAN-20$1,395,646$48,021$2,401iApproximate average salary by contribution assumption: employee only about $60,026 at 4% or $40,018 at 6%; with 50% employer match about $40,018 at 4% or $26,678 at 6%; with 100% employer match about $30,013 at 4% or $20,009 at 6%.
2022227$3,398,894$511,197$18,933iApproximate average salary by contribution assumption: employee only about $473,331 at 4% or $315,554 at 6%; with 50% employer match about $315,554 at 4% or $210,369 at 6%; with 100% employer match about $236,665 at 4% or $157,777 at 6%.
Wra Pension Plan-6$2,186,017$310,000$51,667iApproximate average salary by contribution assumption: employee only about $1,291,667 at 4% or $861,111 at 6%; with 50% employer match about $861,111 at 4% or $574,074 at 6%; with 100% employer match about $645,833 at 4% or $430,556 at 6%.
WRA 401(K) PROFIT SHARING PLAN-27$1,212,877$201,197$7,452iApproximate average salary by contribution assumption: employee only about $186,294 at 4% or $124,196 at 6%; with 50% employer match about $124,196 at 4% or $82,797 at 6%; with 100% employer match about $93,147 at 4% or $62,098 at 6%.
2021222$3,814,340$656,299$29,832iApproximate average salary by contribution assumption: employee only about $745,794 at 4% or $497,196 at 6%; with 50% employer match about $497,196 at 4% or $331,464 at 6%; with 100% employer match about $372,897 at 4% or $248,598 at 6%.
Wra Pension Plan-5$2,168,710$450,000$90,000iApproximate average salary by contribution assumption: employee only about $2,250,000 at 4% or $1,500,000 at 6%; with 50% employer match about $1,500,000 at 4% or $1,000,000 at 6%; with 100% employer match about $1,125,000 at 4% or $750,000 at 6%.
WRA 401(K) PROFIT SHARING PLAN-22$1,645,630$206,299$9,377iApproximate average salary by contribution assumption: employee only about $234,431 at 4% or $156,287 at 6%; with 50% employer match about $156,287 at 4% or $104,191 at 6%; with 100% employer match about $117,215 at 4% or $78,144 at 6%.
2020215$2,836,564$417,316$27,821iApproximate average salary by contribution assumption: employee only about $695,527 at 4% or $463,684 at 6%; with 50% employer match about $463,684 at 4% or $309,123 at 6%; with 100% employer match about $347,763 at 4% or $231,842 at 6%.
Wra Pension Plan-5$1,505,896$250,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
WRA 401(K) PROFIT SHARING PLAN-15$1,330,668$167,316$11,154iApproximate average salary by contribution assumption: employee only about $278,860 at 4% or $185,907 at 6%; with 50% employer match about $185,907 at 4% or $123,938 at 6%; with 100% employer match about $139,430 at 4% or $92,953 at 6%.
2019213$2,106,883$308,610$23,739iApproximate average salary by contribution assumption: employee only about $593,481 at 4% or $395,654 at 6%; with 50% employer match about $395,654 at 4% or $263,769 at 6%; with 100% employer match about $296,740 at 4% or $197,827 at 6%.
Wra Pension Plan-4$1,093,997$200,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
WRA 401(K) PROFIT SHARING PLAN-13$1,012,886$108,610$8,355iApproximate average salary by contribution assumption: employee only about $208,865 at 4% or $139,244 at 6%; with 50% employer match about $139,244 at 4% or $92,829 at 6%; with 100% employer match about $104,433 at 4% or $69,622 at 6%.
2018210$1,513,391$305,088$30,509iApproximate average salary by contribution assumption: employee only about $762,720 at 4% or $508,480 at 6%; with 50% employer match about $508,480 at 4% or $338,987 at 6%; with 100% employer match about $381,360 at 4% or $254,240 at 6%.
WRA 401(K) PROFIT SHARING PLAN-10$756,786$105,088$10,509iApproximate average salary by contribution assumption: employee only about $262,720 at 4% or $175,147 at 6%; with 50% employer match about $175,147 at 4% or $116,764 at 6%; with 100% employer match about $131,360 at 4% or $87,573 at 6%.
Wra Pension Plan-4$756,605$200,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
2017210$1,338,912$316,334$31,633iApproximate average salary by contribution assumption: employee only about $790,835 at 4% or $527,223 at 6%; with 50% employer match about $527,223 at 4% or $351,482 at 6%; with 100% employer match about $395,418 at 4% or $263,612 at 6%.
WRA 401(K) PROFIT SHARING PLAN-10$712,234$76,334$7,633iApproximate average salary by contribution assumption: employee only about $190,835 at 4% or $127,223 at 6%; with 50% employer match about $127,223 at 4% or $84,816 at 6%; with 100% employer match about $95,418 at 4% or $63,612 at 6%.
Wra Pension Plan-3$626,678$240,000$80,000iApproximate average salary by contribution assumption: employee only about $2,000,000 at 4% or $1,333,333 at 6%; with 50% employer match about $1,333,333 at 4% or $888,889 at 6%; with 100% employer match about $1,000,000 at 4% or $666,667 at 6%.
201627$933,553$349,009$49,858iApproximate average salary by contribution assumption: employee only about $1,246,461 at 4% or $830,974 at 6%; with 50% employer match about $830,974 at 4% or $553,983 at 6%; with 100% employer match about $623,230 at 4% or $415,487 at 6%.
WRA 401(K) PROFIT SHARING PLAN-7$576,715$149,009$21,287iApproximate average salary by contribution assumption: employee only about $532,175 at 4% or $354,783 at 6%; with 50% employer match about $354,783 at 4% or $236,522 at 6%; with 100% employer match about $266,088 at 4% or $177,392 at 6%.
Wra Pension Plan-4$356,838$200,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
201514$154,450$154,450$38,613iApproximate average salary by contribution assumption: employee only about $965,313 at 4% or $643,542 at 6%; with 50% employer match about $643,542 at 4% or $429,028 at 6%; with 100% employer match about $482,656 at 4% or $321,771 at 6%.
Wra Pension Plan-4$154,450$154,450$38,613iApproximate average salary by contribution assumption: employee only about $965,313 at 4% or $643,542 at 6%; with 50% employer match about $643,542 at 4% or $429,028 at 6%; with 100% employer match about $482,656 at 4% or $321,771 at 6%.