Civic Intelligence

Willett Financial Services LLC

Plan context: Willett Financial Services LLC Profit Sharing Plan

EIN 20-2385297 • 11 filings • 2 plans

Current Snapshot

Latest Year

2016

2016 Participants

4

2016 Assets

$694,633

2016 Contributions

$90,171

Historical Graphs

Total Assets Over Time

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

$694,633$347,317$0200620112015YearValue
$694,633Latest year 2015

Participants Over Time

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

530200620112015YearValue
4Latest 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-
Willett Financial Services LLC Profit Sharing Plan-0---
201514$694,633$90,171$22,543iApproximate average salary by contribution assumption: employee only about $563,569 at 4% or $375,713 at 6%; with 50% employer match about $375,713 at 4% or $250,475 at 6%; with 100% employer match about $281,784 at 4% or $187,856 at 6%.
Willett Financial Services LLC Profit Sharing Plan-4$694,633$90,171$22,543iApproximate average salary by contribution assumption: employee only about $563,569 at 4% or $375,713 at 6%; with 50% employer match about $375,713 at 4% or $250,475 at 6%; with 100% employer match about $281,784 at 4% or $187,856 at 6%.
201414$656,793$97,844$24,461iApproximate average salary by contribution assumption: employee only about $611,525 at 4% or $407,683 at 6%; with 50% employer match about $407,683 at 4% or $271,789 at 6%; with 100% employer match about $305,763 at 4% or $203,842 at 6%.
Willett Financial Services LLC Profit Sharing Plan-4$656,793$97,844$24,461iApproximate average salary by contribution assumption: employee only about $611,525 at 4% or $407,683 at 6%; with 50% employer match about $407,683 at 4% or $271,789 at 6%; with 100% employer match about $305,763 at 4% or $203,842 at 6%.
201315$551,162$115,000$23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%.
Willett Financial Services LLC Profit Sharing Plan-5$551,162$115,000$23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%.
201214$433,522$68,500$17,125iApproximate average salary by contribution assumption: employee only about $428,125 at 4% or $285,417 at 6%; with 50% employer match about $285,417 at 4% or $190,278 at 6%; with 100% employer match about $214,063 at 4% or $142,708 at 6%.
Willett Financial Services LLC Profit Sharing Plan-4$433,522$68,500$17,125iApproximate average salary by contribution assumption: employee only about $428,125 at 4% or $285,417 at 6%; with 50% employer match about $285,417 at 4% or $190,278 at 6%; with 100% employer match about $214,063 at 4% or $142,708 at 6%.
201114$341,160$75,928$18,982iApproximate average salary by contribution assumption: employee only about $474,550 at 4% or $316,367 at 6%; with 50% employer match about $316,367 at 4% or $210,911 at 6%; with 100% employer match about $237,275 at 4% or $158,183 at 6%.
Willett Financial Services LLC Profit Sharing Plan-4$341,160$75,928$18,982iApproximate average salary by contribution assumption: employee only about $474,550 at 4% or $316,367 at 6%; with 50% employer match about $316,367 at 4% or $210,911 at 6%; with 100% employer match about $237,275 at 4% or $158,183 at 6%.
201014$282,623$44,677$11,169iApproximate average salary by contribution assumption: employee only about $279,231 at 4% or $186,154 at 6%; with 50% employer match about $186,154 at 4% or $124,103 at 6%; with 100% employer match about $139,616 at 4% or $93,077 at 6%.
Willett Financial Services LLC Profit Sharing Plan-4$282,623$44,677$11,169iApproximate average salary by contribution assumption: employee only about $279,231 at 4% or $186,154 at 6%; with 50% employer match about $186,154 at 4% or $124,103 at 6%; with 100% employer match about $139,616 at 4% or $93,077 at 6%.
200914$219,718$45,407$11,352iApproximate average salary by contribution assumption: employee only about $283,794 at 4% or $189,196 at 6%; with 50% employer match about $189,196 at 4% or $126,131 at 6%; with 100% employer match about $141,897 at 4% or $94,598 at 6%.
Willett Financial Services LLC Profit Sharing Plan-4$219,718$45,407$11,352iApproximate average salary by contribution assumption: employee only about $283,794 at 4% or $189,196 at 6%; with 50% employer match about $189,196 at 4% or $126,131 at 6%; with 100% employer match about $141,897 at 4% or $94,598 at 6%.
200813$151,660$47,286$15,762iApproximate average salary by contribution assumption: employee only about $394,050 at 4% or $262,700 at 6%; with 50% employer match about $262,700 at 4% or $175,133 at 6%; with 100% employer match about $197,025 at 4% or $131,350 at 6%.
Willett Financial Services LLC Profit Sharing Plan-3$151,660$47,286$15,762iApproximate average salary by contribution assumption: employee only about $394,050 at 4% or $262,700 at 6%; with 50% employer match about $262,700 at 4% or $175,133 at 6%; with 100% employer match about $197,025 at 4% or $131,350 at 6%.
200714$126,644$73,461$18,365iApproximate average salary by contribution assumption: employee only about $459,131 at 4% or $306,088 at 6%; with 50% employer match about $306,088 at 4% or $204,058 at 6%; with 100% employer match about $229,566 at 4% or $153,044 at 6%.
Willett Financial Services LLC Profit Sharing Plan-4$126,644$73,461$18,365iApproximate average salary by contribution assumption: employee only about $459,131 at 4% or $306,088 at 6%; with 50% employer match about $306,088 at 4% or $204,058 at 6%; with 100% employer match about $229,566 at 4% or $153,044 at 6%.
200614$53,161$53,161$13,290iApproximate average salary by contribution assumption: employee only about $332,256 at 4% or $221,504 at 6%; with 50% employer match about $221,504 at 4% or $147,669 at 6%; with 100% employer match about $166,128 at 4% or $110,752 at 6%.
Willett Financial Services LLC Profit Sharing Plan-4$53,161$53,161$13,290iApproximate average salary by contribution assumption: employee only about $332,256 at 4% or $221,504 at 6%; with 50% employer match about $221,504 at 4% or $147,669 at 6%; with 100% employer match about $166,128 at 4% or $110,752 at 6%.