Civic Intelligence

Wilkinson Ogrady & Co. Inc.

Plan context: Wilkinson Ogrady & Co. Inc. Profit Sharing Trust

EIN 13-2726734 • 27 filings • 6 plans

Current Snapshot

Latest Year

2024

2024 Participants

111

2024 Assets

$16,157,430

2024 Contributions

$178,770

Historical Graphs

Total Assets Over Time

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

$16,157,430$8,078,715$0199920092013YearValue
$16,157,430Latest year 2013

Participants Over Time

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

158790199920102024YearValue
111Latest year 2024

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
20241111$0$0-
Fiera Capital Health & Welfare Plan-111---
20231118$0$0-
Fiera Capital Health & Welfare Plan-118---
20221120$0$0-
Fiera Capital Health & Welfare Plan-120---
20211158$0$0-
Fiera Capital Health & Welfare Plan-158---
20201152$0$0-
Fiera Capital Health & Welfare Plan-152---
20191135$0$0-
Fiera Capital Health & Welfare Plan-135---
20181153$0$0-
Fiera Capital Health & Welfare Plan-153---
201410$0$178,770-
Wilkinson Ogrady & Co. Inc. Profit Sharing Trust-0-$178,770-
2013129$16,157,430$749,411$25,842iApproximate average salary by contribution assumption: employee only about $646,044 at 4% or $430,696 at 6%; with 50% employer match about $430,696 at 4% or $287,131 at 6%; with 100% employer match about $323,022 at 4% or $215,348 at 6%.
Wilkinson Ogrady & Co. Inc. Profit Sharing Trust-29$16,157,430$749,411$25,842iApproximate average salary by contribution assumption: employee only about $646,044 at 4% or $430,696 at 6%; with 50% employer match about $430,696 at 4% or $287,131 at 6%; with 100% employer match about $323,022 at 4% or $215,348 at 6%.
2012125$15,519,395$734,882$29,395iApproximate average salary by contribution assumption: employee only about $734,882 at 4% or $489,921 at 6%; with 50% employer match about $489,921 at 4% or $326,614 at 6%; with 100% employer match about $367,441 at 4% or $244,961 at 6%.
Wilkinson Ogrady & Co. Inc. Profit Sharing Trust-25$15,519,395$734,882$29,395iApproximate average salary by contribution assumption: employee only about $734,882 at 4% or $489,921 at 6%; with 50% employer match about $489,921 at 4% or $326,614 at 6%; with 100% employer match about $367,441 at 4% or $244,961 at 6%.
2011126$13,771,664$727,794$27,992iApproximate average salary by contribution assumption: employee only about $699,802 at 4% or $466,535 at 6%; with 50% employer match about $466,535 at 4% or $311,023 at 6%; with 100% employer match about $349,901 at 4% or $233,267 at 6%.
Wilkinson Ogrady & Co. Inc. Profit Sharing Trust-26$13,771,664$727,794$27,992iApproximate average salary by contribution assumption: employee only about $699,802 at 4% or $466,535 at 6%; with 50% employer match about $466,535 at 4% or $311,023 at 6%; with 100% employer match about $349,901 at 4% or $233,267 at 6%.
2010127$14,924,832$662,220$24,527iApproximate average salary by contribution assumption: employee only about $613,167 at 4% or $408,778 at 6%; with 50% employer match about $408,778 at 4% or $272,519 at 6%; with 100% employer match about $306,583 at 4% or $204,389 at 6%.
Wilkinson Ogrady & Co. Inc. Profit Sharing Trust-27$14,924,832$662,220$24,527iApproximate average salary by contribution assumption: employee only about $613,167 at 4% or $408,778 at 6%; with 50% employer match about $408,778 at 4% or $272,519 at 6%; with 100% employer match about $306,583 at 4% or $204,389 at 6%.
2009127$14,107,835$612,210$22,674iApproximate average salary by contribution assumption: employee only about $566,861 at 4% or $377,907 at 6%; with 50% employer match about $377,907 at 4% or $251,938 at 6%; with 100% employer match about $283,431 at 4% or $188,954 at 6%.
Wilkinson Ogrady & Co. Inc. Profit Sharing Trust-27$14,107,835$612,210$22,674iApproximate average salary by contribution assumption: employee only about $566,861 at 4% or $377,907 at 6%; with 50% employer match about $377,907 at 4% or $251,938 at 6%; with 100% employer match about $283,431 at 4% or $188,954 at 6%.
2008124$12,716,421$555,905$23,163iApproximate average salary by contribution assumption: employee only about $579,068 at 4% or $386,045 at 6%; with 50% employer match about $386,045 at 4% or $257,363 at 6%; with 100% employer match about $289,534 at 4% or $193,023 at 6%.
Wilkinson Ogrady & Co. Inc. Profit Sharing Trust-24$12,716,421$555,905$23,163iApproximate average salary by contribution assumption: employee only about $579,068 at 4% or $386,045 at 6%; with 50% employer match about $386,045 at 4% or $257,363 at 6%; with 100% employer match about $289,534 at 4% or $193,023 at 6%.
2007123$0$0-
Wilkinson Ogrady & Co. Inc. Profit Sharing Trust-23---
2006122$15,347,548$408,210$18,555iApproximate average salary by contribution assumption: employee only about $463,875 at 4% or $309,250 at 6%; with 50% employer match about $309,250 at 4% or $206,167 at 6%; with 100% employer match about $231,938 at 4% or $154,625 at 6%.
Wilkinson Ogrady & Co. Inc. Profit Sharing Trust-22$15,347,548$408,210$18,555iApproximate average salary by contribution assumption: employee only about $463,875 at 4% or $309,250 at 6%; with 50% employer match about $309,250 at 4% or $206,167 at 6%; with 100% employer match about $231,938 at 4% or $154,625 at 6%.
2005117$13,273,611$413,393$24,317iApproximate average salary by contribution assumption: employee only about $607,931 at 4% or $405,287 at 6%; with 50% employer match about $405,287 at 4% or $270,192 at 6%; with 100% employer match about $303,965 at 4% or $202,644 at 6%.
Wilkinson Ogrady & Co. Inc. Profit Sharing Trust-17$13,273,611$413,393$24,317iApproximate average salary by contribution assumption: employee only about $607,931 at 4% or $405,287 at 6%; with 50% employer match about $405,287 at 4% or $270,192 at 6%; with 100% employer match about $303,965 at 4% or $202,644 at 6%.
2004119$12,040,156$385,720$20,301iApproximate average salary by contribution assumption: employee only about $507,526 at 4% or $338,351 at 6%; with 50% employer match about $338,351 at 4% or $225,567 at 6%; with 100% employer match about $253,763 at 4% or $169,175 at 6%.
Wilkinson Ogrady & Co. Inc. Profit Sharing Trust-19$12,040,156$385,720$20,301iApproximate average salary by contribution assumption: employee only about $507,526 at 4% or $338,351 at 6%; with 50% employer match about $338,351 at 4% or $225,567 at 6%; with 100% employer match about $253,763 at 4% or $169,175 at 6%.
2003117$0$0-
Wilkinson Ogrady & Co. Inc. Profit Sharing Trust-17---
2002220$0$0-
Wilkinson Ogrady & Co. Inc.Money Purchase Plan-0---
Wilkinson Ogrady & Co. Inc. Profit Sharing Trust-20---
2001223$0$0-
Wilkinson Ogrady & Co. Inc.Money Purchase Plan-23---
Wilkinson Ogrady & Co. Inc. Profit Sharing Trust-23---
2000224$0$0-
Wilkinson Ogrady & Co. Inc.Money Purchase Plan-24---
Wilkinson Ogrady & Co. Inc. Profit Sharing Trust-24---
1999217$9,611,355$386,887$22,758iApproximate average salary by contribution assumption: employee only about $568,951 at 4% or $379,301 at 6%; with 50% employer match about $379,301 at 4% or $252,867 at 6%; with 100% employer match about $284,476 at 4% or $189,650 at 6%.
Wilkinson Ogrady & Co. Inc. Profit Sharing Trust-17$9,034,159$266,135$15,655iApproximate average salary by contribution assumption: employee only about $391,375 at 4% or $260,917 at 6%; with 50% employer match about $260,917 at 4% or $173,944 at 6%; with 100% employer match about $195,688 at 4% or $130,458 at 6%.
Wilkinson Ogrady & Co. Inc.Money Purchase Plan-17$577,196$120,752$7,103iApproximate average salary by contribution assumption: employee only about $177,576 at 4% or $118,384 at 6%; with 50% employer match about $118,384 at 4% or $78,923 at 6%; with 100% employer match about $88,788 at 4% or $59,192 at 6%.