Willow Associates LLC
Plan context: Willow Associates LLC 401(K) Plan
EIN 04-3799355 • Marietta, GA • 18 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
1
2024 Assets
$1,230,777
2024 Contributions
$29,930
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 1 | $1,230,777 | $29,930 | $29,930iApproximate average salary by contribution assumption: employee only about $748,250 at 4% or $498,833 at 6%; with 50% employer match about $498,833 at 4% or $332,556 at 6%; with 100% employer match about $374,125 at 4% or $249,417 at 6%. |
| Willow Associates LLC 401(K) Plan | - | 1 | $1,230,777 | $29,930 | $29,930iApproximate average salary by contribution assumption: employee only about $748,250 at 4% or $498,833 at 6%; with 50% employer match about $498,833 at 4% or $332,556 at 6%; with 100% employer match about $374,125 at 4% or $249,417 at 6%. |
| 2023 | 1 | 1 | $1,065,180 | $35,133 | $35,133iApproximate average salary by contribution assumption: employee only about $878,325 at 4% or $585,550 at 6%; with 50% employer match about $585,550 at 4% or $390,367 at 6%; with 100% employer match about $439,163 at 4% or $292,775 at 6%. |
| Willow Associates LLC 401(K) Plan | - | 1 | $1,065,180 | $35,133 | $35,133iApproximate average salary by contribution assumption: employee only about $878,325 at 4% or $585,550 at 6%; with 50% employer match about $585,550 at 4% or $390,367 at 6%; with 100% employer match about $439,163 at 4% or $292,775 at 6%. |
| 2022 | 1 | 2 | $1,678,162 | $27,257 | $13,629iApproximate average salary by contribution assumption: employee only about $340,713 at 4% or $227,142 at 6%; with 50% employer match about $227,142 at 4% or $151,428 at 6%; with 100% employer match about $170,356 at 4% or $113,571 at 6%. |
| Willow Associates LLC 401(K) Plan | - | 2 | $1,678,162 | $27,257 | $13,629iApproximate average salary by contribution assumption: employee only about $340,713 at 4% or $227,142 at 6%; with 50% employer match about $227,142 at 4% or $151,428 at 6%; with 100% employer match about $170,356 at 4% or $113,571 at 6%. |
| 2021 | 1 | 2 | $1,937,316 | $51,213 | $25,607iApproximate average salary by contribution assumption: employee only about $640,163 at 4% or $426,775 at 6%; with 50% employer match about $426,775 at 4% or $284,517 at 6%; with 100% employer match about $320,081 at 4% or $213,388 at 6%. |
| Willow Associates LLC 401(K) Plan | - | 2 | $1,937,316 | $51,213 | $25,607iApproximate average salary by contribution assumption: employee only about $640,163 at 4% or $426,775 at 6%; with 50% employer match about $426,775 at 4% or $284,517 at 6%; with 100% employer match about $320,081 at 4% or $213,388 at 6%. |
| 2020 | 1 | 2 | $1,556,662 | $55,303 | $27,652iApproximate average salary by contribution assumption: employee only about $691,288 at 4% or $460,858 at 6%; with 50% employer match about $460,858 at 4% or $307,239 at 6%; with 100% employer match about $345,644 at 4% or $230,429 at 6%. |
| Willow Associates LLC 401(K) Plan | - | 2 | $1,556,662 | $55,303 | $27,652iApproximate average salary by contribution assumption: employee only about $691,288 at 4% or $460,858 at 6%; with 50% employer match about $460,858 at 4% or $307,239 at 6%; with 100% employer match about $345,644 at 4% or $230,429 at 6%. |
| 2019 | 1 | 2 | $1,322,860 | $57,380 | $28,690iApproximate average salary by contribution assumption: employee only about $717,250 at 4% or $478,167 at 6%; with 50% employer match about $478,167 at 4% or $318,778 at 6%; with 100% employer match about $358,625 at 4% or $239,083 at 6%. |
| Willow Associates LLC 401(K) Plan | - | 2 | $1,322,860 | $57,380 | $28,690iApproximate average salary by contribution assumption: employee only about $717,250 at 4% or $478,167 at 6%; with 50% employer match about $478,167 at 4% or $318,778 at 6%; with 100% employer match about $358,625 at 4% or $239,083 at 6%. |
| 2018 | 1 | 2 | $1,008,279 | $52,764 | $26,382iApproximate average salary by contribution assumption: employee only about $659,550 at 4% or $439,700 at 6%; with 50% employer match about $439,700 at 4% or $293,133 at 6%; with 100% employer match about $329,775 at 4% or $219,850 at 6%. |
| Willow Associates LLC 401(K) Plan | - | 2 | $1,008,279 | $52,764 | $26,382iApproximate average salary by contribution assumption: employee only about $659,550 at 4% or $439,700 at 6%; with 50% employer match about $439,700 at 4% or $293,133 at 6%; with 100% employer match about $329,775 at 4% or $219,850 at 6%. |
| 2017 | 1 | 2 | $1,061,704 | $61,989 | $30,995iApproximate average salary by contribution assumption: employee only about $774,863 at 4% or $516,575 at 6%; with 50% employer match about $516,575 at 4% or $344,383 at 6%; with 100% employer match about $387,431 at 4% or $258,288 at 6%. |
| Willow Associates LLC 401(K) Plan | - | 2 | $1,061,704 | $61,989 | $30,995iApproximate average salary by contribution assumption: employee only about $774,863 at 4% or $516,575 at 6%; with 50% employer match about $516,575 at 4% or $344,383 at 6%; with 100% employer match about $387,431 at 4% or $258,288 at 6%. |
| 2016 | 1 | 3 | $915,105 | $59,377 | $19,792iApproximate average salary by contribution assumption: employee only about $494,808 at 4% or $329,872 at 6%; with 50% employer match about $329,872 at 4% or $219,915 at 6%; with 100% employer match about $247,404 at 4% or $164,936 at 6%. |
| Willow Associates LLC 401(K) Plan | - | 3 | $915,105 | $59,377 | $19,792iApproximate average salary by contribution assumption: employee only about $494,808 at 4% or $329,872 at 6%; with 50% employer match about $329,872 at 4% or $219,915 at 6%; with 100% employer match about $247,404 at 4% or $164,936 at 6%. |
| 2015 | 1 | 3 | $758,730 | $49,946 | $16,649iApproximate average salary by contribution assumption: employee only about $416,217 at 4% or $277,478 at 6%; with 50% employer match about $277,478 at 4% or $184,985 at 6%; with 100% employer match about $208,108 at 4% or $138,739 at 6%. |
| Willow Associates LLC 401(K) Plan | - | 3 | $758,730 | $49,946 | $16,649iApproximate average salary by contribution assumption: employee only about $416,217 at 4% or $277,478 at 6%; with 50% employer match about $277,478 at 4% or $184,985 at 6%; with 100% employer match about $208,108 at 4% or $138,739 at 6%. |
| 2014 | 1 | 3 | $741,813 | $62,754 | $20,918iApproximate average salary by contribution assumption: employee only about $522,950 at 4% or $348,633 at 6%; with 50% employer match about $348,633 at 4% or $232,422 at 6%; with 100% employer match about $261,475 at 4% or $174,317 at 6%. |
| Willow Associates LLC 401(K) Plan | - | 3 | $741,813 | $62,754 | $20,918iApproximate average salary by contribution assumption: employee only about $522,950 at 4% or $348,633 at 6%; with 50% employer match about $348,633 at 4% or $232,422 at 6%; with 100% employer match about $261,475 at 4% or $174,317 at 6%. |
| 2013 | 1 | 3 | $631,311 | $49,954 | $16,651iApproximate average salary by contribution assumption: employee only about $416,283 at 4% or $277,522 at 6%; with 50% employer match about $277,522 at 4% or $185,015 at 6%; with 100% employer match about $208,142 at 4% or $138,761 at 6%. |
| Willow Associates LLC 401(K) Plan | - | 3 | $631,311 | $49,954 | $16,651iApproximate average salary by contribution assumption: employee only about $416,283 at 4% or $277,522 at 6%; with 50% employer match about $277,522 at 4% or $185,015 at 6%; with 100% employer match about $208,142 at 4% or $138,761 at 6%. |
| 2012 | 1 | 4 | $488,721 | $46,717 | $11,679iApproximate average salary by contribution assumption: employee only about $291,981 at 4% or $194,654 at 6%; with 50% employer match about $194,654 at 4% or $129,769 at 6%; with 100% employer match about $145,991 at 4% or $97,327 at 6%. |
| Willow Associates LLC 401(K) Plan | - | 4 | $488,721 | $46,717 | $11,679iApproximate average salary by contribution assumption: employee only about $291,981 at 4% or $194,654 at 6%; with 50% employer match about $194,654 at 4% or $129,769 at 6%; with 100% employer match about $145,991 at 4% or $97,327 at 6%. |
| 2011 | 1 | 4 | $373,370 | $52,455 | $13,114iApproximate average salary by contribution assumption: employee only about $327,844 at 4% or $218,563 at 6%; with 50% employer match about $218,563 at 4% or $145,708 at 6%; with 100% employer match about $163,922 at 4% or $109,281 at 6%. |
| Willow Associates LLC 401(K) Plan | - | 4 | $373,370 | $52,455 | $13,114iApproximate average salary by contribution assumption: employee only about $327,844 at 4% or $218,563 at 6%; with 50% employer match about $218,563 at 4% or $145,708 at 6%; with 100% employer match about $163,922 at 4% or $109,281 at 6%. |
| 2010 | 1 | 4 | $346,284 | $65,278 | $16,320iApproximate average salary by contribution assumption: employee only about $407,988 at 4% or $271,992 at 6%; with 50% employer match about $271,992 at 4% or $181,328 at 6%; with 100% employer match about $203,994 at 4% or $135,996 at 6%. |
| Willow Associates LLC 401(K) Plan | - | 4 | $346,284 | $65,278 | $16,320iApproximate average salary by contribution assumption: employee only about $407,988 at 4% or $271,992 at 6%; with 50% employer match about $271,992 at 4% or $181,328 at 6%; with 100% employer match about $203,994 at 4% or $135,996 at 6%. |
| 2009 | 1 | 4 | $237,231 | $57,113 | $14,278iApproximate average salary by contribution assumption: employee only about $356,956 at 4% or $237,971 at 6%; with 50% employer match about $237,971 at 4% or $158,647 at 6%; with 100% employer match about $178,478 at 4% or $118,985 at 6%. |
| Willow Associates LLC 401(K) Plan | - | 4 | $237,231 | $57,113 | $14,278iApproximate average salary by contribution assumption: employee only about $356,956 at 4% or $237,971 at 6%; with 50% employer match about $237,971 at 4% or $158,647 at 6%; with 100% employer match about $178,478 at 4% or $118,985 at 6%. |
| 2008 | 1 | 4 | $120,960 | $67,062 | $16,766iApproximate average salary by contribution assumption: employee only about $419,138 at 4% or $279,425 at 6%; with 50% employer match about $279,425 at 4% or $186,283 at 6%; with 100% employer match about $209,569 at 4% or $139,713 at 6%. |
| Willow Associates LLC 401(K) Plan | - | 4 | $120,960 | $67,062 | $16,766iApproximate average salary by contribution assumption: employee only about $419,138 at 4% or $279,425 at 6%; with 50% employer match about $279,425 at 4% or $186,283 at 6%; with 100% employer match about $209,569 at 4% or $139,713 at 6%. |
| 2007 | 1 | 5 | $0 | $0 | - |
| Willow Associates LLC 401(K) Plan | - | 5 | - | - | - |