Civic Intelligence

OATES LABRITZ WEALTH MANAGEMENT, LLC

Plan context: OATES LABRITZ WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN

EIN 86-3789583 • Morgantown, WV • 4 filings • 1 plans

455 Suncrest Towene Center DriveMorgantown, WV 26505
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$2,806,680

2025 Contributions

$162,716

Historical Graphs

Total Assets Over Time

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

$2,806,680$1,403,340$0202220242025YearValue
$2,806,680Latest year 2025

Participants Over Time

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

530202220242025YearValue
5Latest year 2025

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
202515$2,806,680$162,716$32,543iApproximate average salary by contribution assumption: employee only about $813,580 at 4% or $542,387 at 6%; with 50% employer match about $542,387 at 4% or $361,591 at 6%; with 100% employer match about $406,790 at 4% or $271,193 at 6%.
OATES LABRITZ WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN-5$2,806,680$162,716$32,543iApproximate average salary by contribution assumption: employee only about $813,580 at 4% or $542,387 at 6%; with 50% employer match about $542,387 at 4% or $361,591 at 6%; with 100% employer match about $406,790 at 4% or $271,193 at 6%.
202414$2,262,405$819,156$204,789iApproximate average salary by contribution assumption: employee only about $5,119,725 at 4% or $3,413,150 at 6%; with 50% employer match about $3,413,150 at 4% or $2,275,433 at 6%; with 100% employer match about $2,559,863 at 4% or $1,706,575 at 6%.
OATES LABRITZ WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN-4$2,262,405$819,156$204,789iApproximate average salary by contribution assumption: employee only about $5,119,725 at 4% or $3,413,150 at 6%; with 50% employer match about $3,413,150 at 4% or $2,275,433 at 6%; with 100% employer match about $2,559,863 at 4% or $1,706,575 at 6%.
202315$1,099,600$154,123$30,825iApproximate average salary by contribution assumption: employee only about $770,615 at 4% or $513,743 at 6%; with 50% employer match about $513,743 at 4% or $342,496 at 6%; with 100% employer match about $385,308 at 4% or $256,872 at 6%.
OATES LABRITZ WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN-5$1,099,600$154,123$30,825iApproximate average salary by contribution assumption: employee only about $770,615 at 4% or $513,743 at 6%; with 50% employer match about $513,743 at 4% or $342,496 at 6%; with 100% employer match about $385,308 at 4% or $256,872 at 6%.
202214$772,731$868,749$217,187iApproximate average salary by contribution assumption: employee only about $5,429,681 at 4% or $3,619,788 at 6%; with 50% employer match about $3,619,788 at 4% or $2,413,192 at 6%; with 100% employer match about $2,714,841 at 4% or $1,809,894 at 6%.
OATES LABRITZ WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN-4$772,731$868,749$217,187iApproximate average salary by contribution assumption: employee only about $5,429,681 at 4% or $3,619,788 at 6%; with 50% employer match about $3,619,788 at 4% or $2,413,192 at 6%; with 100% employer match about $2,714,841 at 4% or $1,809,894 at 6%.