Civic Intelligence

David Wilson Associates

Plan context: DAVID WILSON ASSOCIATES, INC. 401K PROFIT SHARING PLAN

EIN 04-2558857 • Needham, MA • 21 filings • 4 plans

13G Highland CircleNeedham, MA 02494
Current Snapshot

Latest Year

2016

2016 Participants

52

2016 Assets

$2,091,547

2016 Contributions

$2,654

Historical Graphs

Total Assets Over Time

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

$2,806,532$1,403,266$0199920092015YearValue
$2,091,547Latest year 2015

Participants Over Time

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

61310199920072015YearValue
52Latest year 2015

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
201610$0$0-
DAVID WILSON ASSOCIATES, INC. 401K PROFIT SHARING PLAN-0$0$0-
2015152$2,091,547$0-
DAVID WILSON ASSOCIATES, INC. 401K PROFIT SHARING PLAN-52$2,091,547$0-
2014154$2,057,118$0-
DAVID WILSON ASSOCIATES, INC. 401K PROFIT SHARING PLAN-54$2,057,118$0-
2013156$2,533,729$2,654$47iApproximate average salary by contribution assumption: employee only about $1,185 at 4% or $790 at 6%; with 50% employer match about $790 at 4% or $527 at 6%; with 100% employer match about $592 at 4% or $395 at 6%.
DAVID WILSON ASSOCIATES, INC. 401K PROFIT SHARING PLAN-56$2,533,729$2,654$47iApproximate average salary by contribution assumption: employee only about $1,185 at 4% or $790 at 6%; with 50% employer match about $790 at 4% or $527 at 6%; with 100% employer match about $592 at 4% or $395 at 6%.
2012161$2,626,708$16,846$276iApproximate average salary by contribution assumption: employee only about $6,904 at 4% or $4,603 at 6%; with 50% employer match about $4,603 at 4% or $3,068 at 6%; with 100% employer match about $3,452 at 4% or $2,301 at 6%.
DAVID WILSON ASSOCIATES, INC. 401K PROFIT SHARING PLAN-61$2,626,708$16,846$276iApproximate average salary by contribution assumption: employee only about $6,904 at 4% or $4,603 at 6%; with 50% employer match about $4,603 at 4% or $3,068 at 6%; with 100% employer match about $3,452 at 4% or $2,301 at 6%.
2011161$2,313,678$16,635$273iApproximate average salary by contribution assumption: employee only about $6,818 at 4% or $4,545 at 6%; with 50% employer match about $4,545 at 4% or $3,030 at 6%; with 100% employer match about $3,409 at 4% or $2,273 at 6%.
DAVID WILSON ASSOCIATES, INC. 401K PROFIT SHARING PLAN-61$2,313,678$16,635$273iApproximate average salary by contribution assumption: employee only about $6,818 at 4% or $4,545 at 6%; with 50% employer match about $4,545 at 4% or $3,030 at 6%; with 100% employer match about $3,409 at 4% or $2,273 at 6%.
2010161$2,347,850$41,123$674iApproximate average salary by contribution assumption: employee only about $16,854 at 4% or $11,236 at 6%; with 50% employer match about $11,236 at 4% or $7,491 at 6%; with 100% employer match about $8,427 at 4% or $5,618 at 6%.
DAVID WILSON ASSOCIATES, INC. 401K PROFIT SHARING PLAN-61$2,347,850$41,123$674iApproximate average salary by contribution assumption: employee only about $16,854 at 4% or $11,236 at 6%; with 50% employer match about $11,236 at 4% or $7,491 at 6%; with 100% employer match about $8,427 at 4% or $5,618 at 6%.
2009156$2,062,939$79,973$1,428iApproximate average salary by contribution assumption: employee only about $35,702 at 4% or $23,801 at 6%; with 50% employer match about $23,801 at 4% or $15,868 at 6%; with 100% employer match about $17,851 at 4% or $11,901 at 6%.
DAVID WILSON ASSOCIATES, INC. 401K PROFIT SHARING PLAN-56$2,062,939$79,973$1,428iApproximate average salary by contribution assumption: employee only about $35,702 at 4% or $23,801 at 6%; with 50% employer match about $23,801 at 4% or $15,868 at 6%; with 100% employer match about $17,851 at 4% or $11,901 at 6%.
2008111$1,620,050$85,887$7,808iApproximate average salary by contribution assumption: employee only about $195,198 at 4% or $130,132 at 6%; with 50% employer match about $130,132 at 4% or $86,755 at 6%; with 100% employer match about $97,599 at 4% or $65,066 at 6%.
DAVID WILSON ASSOCIATES, INC. 401K PROFIT SHARING PLAN-11$1,620,050$85,887$7,808iApproximate average salary by contribution assumption: employee only about $195,198 at 4% or $130,132 at 6%; with 50% employer match about $130,132 at 4% or $86,755 at 6%; with 100% employer match about $97,599 at 4% or $65,066 at 6%.
2007115$0$0-
DAVID WILSON ASSOCIATES, INC. 401K PROFIT SHARING PLAN-15---
2006121$2,058,655$74,942$3,569iApproximate average salary by contribution assumption: employee only about $89,217 at 4% or $59,478 at 6%; with 50% employer match about $59,478 at 4% or $39,652 at 6%; with 100% employer match about $44,608 at 4% or $29,739 at 6%.
DAVID WILSON ASSOCIATES, INC. 401K PROFIT SHARING PLAN-21$2,058,655$74,942$3,569iApproximate average salary by contribution assumption: employee only about $89,217 at 4% or $59,478 at 6%; with 50% employer match about $59,478 at 4% or $39,652 at 6%; with 100% employer match about $44,608 at 4% or $29,739 at 6%.
2005118$1,742,592$25,660$1,426iApproximate average salary by contribution assumption: employee only about $35,639 at 4% or $23,759 at 6%; with 50% employer match about $23,759 at 4% or $15,840 at 6%; with 100% employer match about $17,819 at 4% or $11,880 at 6%.
DAVID WILSON ASSOCIATES, INC. 401K PROFIT SHARING PLAN-18$1,742,592$25,660$1,426iApproximate average salary by contribution assumption: employee only about $35,639 at 4% or $23,759 at 6%; with 50% employer match about $23,759 at 4% or $15,840 at 6%; with 100% employer match about $17,819 at 4% or $11,880 at 6%.
2004117$1,589,470$32,662$1,921iApproximate average salary by contribution assumption: employee only about $48,032 at 4% or $32,022 at 6%; with 50% employer match about $32,022 at 4% or $21,348 at 6%; with 100% employer match about $24,016 at 4% or $16,011 at 6%.
DAVID WILSON ASSOCIATES 401K PROFIT SHARING PLAN-17$1,589,470$32,662$1,921iApproximate average salary by contribution assumption: employee only about $48,032 at 4% or $32,022 at 6%; with 50% employer match about $32,022 at 4% or $21,348 at 6%; with 100% employer match about $24,016 at 4% or $16,011 at 6%.
2003118$1,509,240$50,896$2,828iApproximate average salary by contribution assumption: employee only about $70,689 at 4% or $47,126 at 6%; with 50% employer match about $47,126 at 4% or $31,417 at 6%; with 100% employer match about $35,344 at 4% or $23,563 at 6%.
DAVID WILSON ASSOCIATES 401K PROFIT SHARING PLAN-18$1,509,240$50,896$2,828iApproximate average salary by contribution assumption: employee only about $70,689 at 4% or $47,126 at 6%; with 50% employer match about $47,126 at 4% or $31,417 at 6%; with 100% employer match about $35,344 at 4% or $23,563 at 6%.
2002128$0$0-
DAVID WILSON ASSOCIATES 401K PROFIT SHARING PLAN-28---
2001230$0$0-
DAVID WILSON ASSOCIATES 401K PROFIT SHARING PLAN-30---
David Wilson Associates Profit Sharing Plan-0---
2000220$1,048,309$0-
David Wilson Associates Profit Sharing Plan-20$1,048,309--
David Wilson Associates Pension Trust-0---
1999227$2,806,532$230,000$8,519iApproximate average salary by contribution assumption: employee only about $212,963 at 4% or $141,975 at 6%; with 50% employer match about $141,975 at 4% or $94,650 at 6%; with 100% employer match about $106,481 at 4% or $70,988 at 6%.
David Wilson Associates Pension Trust-27$1,817,479$230,000$8,519iApproximate average salary by contribution assumption: employee only about $212,963 at 4% or $141,975 at 6%; with 50% employer match about $141,975 at 4% or $94,650 at 6%; with 100% employer match about $106,481 at 4% or $70,988 at 6%.
David Wilson Associates Profit Sharing Plan-25$989,053--