WMA GROUP, PLLC DBA WEALTHMARK ADVISORS
Plan context: WEALTHMARK ADVISOR'S 401(K) PLAN
EIN 86-3157030 • Silverdale, WA • 2 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$129,946
2025 Contributions
$68,408
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 5 | $129,946 | $68,408 | $13,682iApproximate average salary by contribution assumption: employee only about $342,040 at 4% or $228,027 at 6%; with 50% employer match about $228,027 at 4% or $152,018 at 6%; with 100% employer match about $171,020 at 4% or $114,013 at 6%. |
| WEALTHMARK ADVISOR'S 401(K) PLAN | - | 5 | $129,946 | $68,408 | $13,682iApproximate average salary by contribution assumption: employee only about $342,040 at 4% or $228,027 at 6%; with 50% employer match about $228,027 at 4% or $152,018 at 6%; with 100% employer match about $171,020 at 4% or $114,013 at 6%. |
| 2024 | 1 | 5 | $49,791 | $51,356 | $10,271iApproximate average salary by contribution assumption: employee only about $256,780 at 4% or $171,187 at 6%; with 50% employer match about $171,187 at 4% or $114,124 at 6%; with 100% employer match about $128,390 at 4% or $85,593 at 6%. |
| WEALTHMARK ADVISOR'S 401(K) PLAN | - | 5 | $49,791 | $51,356 | $10,271iApproximate average salary by contribution assumption: employee only about $256,780 at 4% or $171,187 at 6%; with 50% employer match about $171,187 at 4% or $114,124 at 6%; with 100% employer match about $128,390 at 4% or $85,593 at 6%. |