Civic Intelligence

Woodward Financial LLC

Plan context: Woodward Financial LLC Retirement Trust

EIN 01-0902928 • San Ramon, CA • 7 filings • 3 plans

2697 Derby DriveSan Ramon, CA 94583
Current Snapshot

Latest Year

2019

2019 Participants

1

2019 Assets

$337,338

2019 Contributions

$38,306

Historical Graphs

Total Assets Over Time

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

$337,338$168,669$0201320162019YearValue
$337,338Latest year 2019

Participants Over Time

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

320201320162019YearValue
1Latest year 2019

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
201911$337,338$38,306$38,306iApproximate average salary by contribution assumption: employee only about $957,650 at 4% or $638,433 at 6%; with 50% employer match about $638,433 at 4% or $425,622 at 6%; with 100% employer match about $478,825 at 4% or $319,217 at 6%.
Woodward Financial LLC Retirement Trust-1$337,338$38,306$38,306iApproximate average salary by contribution assumption: employee only about $957,650 at 4% or $638,433 at 6%; with 50% employer match about $638,433 at 4% or $425,622 at 6%; with 100% employer match about $478,825 at 4% or $319,217 at 6%.
201812$263,890$44,474$22,237iApproximate average salary by contribution assumption: employee only about $555,925 at 4% or $370,617 at 6%; with 50% employer match about $370,617 at 4% or $247,078 at 6%; with 100% employer match about $277,963 at 4% or $185,308 at 6%.
Woodward Financial LLC Retirement Trust-2$263,890$44,474$22,237iApproximate average salary by contribution assumption: employee only about $555,925 at 4% or $370,617 at 6%; with 50% employer match about $370,617 at 4% or $247,078 at 6%; with 100% employer match about $277,963 at 4% or $185,308 at 6%.
201713$227,859$45,179$15,060iApproximate average salary by contribution assumption: employee only about $376,492 at 4% or $250,994 at 6%; with 50% employer match about $250,994 at 4% or $167,330 at 6%; with 100% employer match about $188,246 at 4% or $125,497 at 6%.
Woodward Financial LLC Retirement Trust-3$227,859$45,179$15,060iApproximate average salary by contribution assumption: employee only about $376,492 at 4% or $250,994 at 6%; with 50% employer match about $250,994 at 4% or $167,330 at 6%; with 100% employer match about $188,246 at 4% or $125,497 at 6%.
201613$162,827$56,341$18,780iApproximate average salary by contribution assumption: employee only about $469,508 at 4% or $313,006 at 6%; with 50% employer match about $313,006 at 4% or $208,670 at 6%; with 100% employer match about $234,754 at 4% or $156,503 at 6%.
Woodward Financial LLC Retirement Trust-3$162,827$56,341$18,780iApproximate average salary by contribution assumption: employee only about $469,508 at 4% or $313,006 at 6%; with 50% employer match about $313,006 at 4% or $208,670 at 6%; with 100% employer match about $234,754 at 4% or $156,503 at 6%.
201512$93,499$53,190$26,595iApproximate average salary by contribution assumption: employee only about $664,875 at 4% or $443,250 at 6%; with 50% employer match about $443,250 at 4% or $295,500 at 6%; with 100% employer match about $332,438 at 4% or $221,625 at 6%.
Woodward Financial LLC Retirement Trust-2$93,499$53,190$26,595iApproximate average salary by contribution assumption: employee only about $664,875 at 4% or $443,250 at 6%; with 50% employer match about $443,250 at 4% or $295,500 at 6%; with 100% employer match about $332,438 at 4% or $221,625 at 6%.
201412$42,760$22,398$11,199iApproximate average salary by contribution assumption: employee only about $279,975 at 4% or $186,650 at 6%; with 50% employer match about $186,650 at 4% or $124,433 at 6%; with 100% employer match about $139,988 at 4% or $93,325 at 6%.
Woodward Financial LLC Retirement Trust-2$42,760$22,398$11,199iApproximate average salary by contribution assumption: employee only about $279,975 at 4% or $186,650 at 6%; with 50% employer match about $186,650 at 4% or $124,433 at 6%; with 100% employer match about $139,988 at 4% or $93,325 at 6%.
201312$18,508$19,253$9,627iApproximate average salary by contribution assumption: employee only about $240,663 at 4% or $160,442 at 6%; with 50% employer match about $160,442 at 4% or $106,961 at 6%; with 100% employer match about $120,331 at 4% or $80,221 at 6%.
Woodward Financial LLC Retirement Trust-2$18,508$19,253$9,627iApproximate average salary by contribution assumption: employee only about $240,663 at 4% or $160,442 at 6%; with 50% employer match about $160,442 at 4% or $106,961 at 6%; with 100% employer match about $120,331 at 4% or $80,221 at 6%.