Civic Intelligence

Ward Accountancy Inc.

Plan context: Ward Accountancy Inc. Wai 401(K) Plan

EIN 20-2799045 • Monterey, CA • 18 filings • 4 plans

10 Bonafacio PlazaMonterey, CA 93940
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$2,858,422

2024 Contributions

$148,345

Historical Graphs

Total Assets Over Time

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

$2,858,422$1,429,211$0200720162024YearValue
$2,858,422Latest year 2024

Participants Over Time

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

1370200720162024YearValue
10Latest 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
2024110$2,858,422$148,345$14,835iApproximate average salary by contribution assumption: employee only about $370,863 at 4% or $247,242 at 6%; with 50% employer match about $247,242 at 4% or $164,828 at 6%; with 100% employer match about $185,431 at 4% or $123,621 at 6%.
Ward Accountancy Inc. Wai 401(K) Plan-10$2,858,422$148,345$14,835iApproximate average salary by contribution assumption: employee only about $370,863 at 4% or $247,242 at 6%; with 50% employer match about $247,242 at 4% or $164,828 at 6%; with 100% employer match about $185,431 at 4% or $123,621 at 6%.
202319$2,370,879$144,140$16,016iApproximate average salary by contribution assumption: employee only about $400,389 at 4% or $266,926 at 6%; with 50% employer match about $266,926 at 4% or $177,951 at 6%; with 100% employer match about $200,194 at 4% or $133,463 at 6%.
Ward Accountancy Inc. Wai 401(K) Plan-9$2,370,879$144,140$16,016iApproximate average salary by contribution assumption: employee only about $400,389 at 4% or $266,926 at 6%; with 50% employer match about $266,926 at 4% or $177,951 at 6%; with 100% employer match about $200,194 at 4% or $133,463 at 6%.
2022110$1,934,051$120,702$12,070iApproximate average salary by contribution assumption: employee only about $301,755 at 4% or $201,170 at 6%; with 50% employer match about $201,170 at 4% or $134,113 at 6%; with 100% employer match about $150,878 at 4% or $100,585 at 6%.
Ward Accountancy Inc. Wai 401(K) Plan-10$1,934,051$120,702$12,070iApproximate average salary by contribution assumption: employee only about $301,755 at 4% or $201,170 at 6%; with 50% employer match about $201,170 at 4% or $134,113 at 6%; with 100% employer match about $150,878 at 4% or $100,585 at 6%.
2021110$2,357,526$123,638$12,364iApproximate average salary by contribution assumption: employee only about $309,095 at 4% or $206,063 at 6%; with 50% employer match about $206,063 at 4% or $137,376 at 6%; with 100% employer match about $154,548 at 4% or $103,032 at 6%.
Ward Accountancy Inc. Wai 401(K) Plan-10$2,357,526$123,638$12,364iApproximate average salary by contribution assumption: employee only about $309,095 at 4% or $206,063 at 6%; with 50% employer match about $206,063 at 4% or $137,376 at 6%; with 100% employer match about $154,548 at 4% or $103,032 at 6%.
2020111$1,994,486$114,073$10,370iApproximate average salary by contribution assumption: employee only about $259,257 at 4% or $172,838 at 6%; with 50% employer match about $172,838 at 4% or $115,225 at 6%; with 100% employer match about $129,628 at 4% or $86,419 at 6%.
Ward Accountancy Inc. Wai 401(K) Plan-11$1,994,486$114,073$10,370iApproximate average salary by contribution assumption: employee only about $259,257 at 4% or $172,838 at 6%; with 50% employer match about $172,838 at 4% or $115,225 at 6%; with 100% employer match about $129,628 at 4% or $86,419 at 6%.
201919$1,523,843$104,519$11,613iApproximate average salary by contribution assumption: employee only about $290,331 at 4% or $193,554 at 6%; with 50% employer match about $193,554 at 4% or $129,036 at 6%; with 100% employer match about $145,165 at 4% or $96,777 at 6%.
Ward Accountancy Inc. Wai 401(K) Plan-9$1,523,843$104,519$11,613iApproximate average salary by contribution assumption: employee only about $290,331 at 4% or $193,554 at 6%; with 50% employer match about $193,554 at 4% or $129,036 at 6%; with 100% employer match about $145,165 at 4% or $96,777 at 6%.
201818$1,166,597$79,163$9,895iApproximate average salary by contribution assumption: employee only about $247,384 at 4% or $164,923 at 6%; with 50% employer match about $164,923 at 4% or $109,949 at 6%; with 100% employer match about $123,692 at 4% or $82,461 at 6%.
Ward Accountancy Inc. Wai 401(K) Plan-8$1,166,597$79,163$9,895iApproximate average salary by contribution assumption: employee only about $247,384 at 4% or $164,923 at 6%; with 50% employer match about $164,923 at 4% or $109,949 at 6%; with 100% employer match about $123,692 at 4% or $82,461 at 6%.
201719$1,187,951$99,851$11,095iApproximate average salary by contribution assumption: employee only about $277,364 at 4% or $184,909 at 6%; with 50% employer match about $184,909 at 4% or $123,273 at 6%; with 100% employer match about $138,682 at 4% or $92,455 at 6%.
Ward Accountancy Inc. Wai 401(K) Plan-9$1,187,951$99,851$11,095iApproximate average salary by contribution assumption: employee only about $277,364 at 4% or $184,909 at 6%; with 50% employer match about $184,909 at 4% or $123,273 at 6%; with 100% employer match about $138,682 at 4% or $92,455 at 6%.
2016113$1,444,209$123,031$9,464iApproximate average salary by contribution assumption: employee only about $236,598 at 4% or $157,732 at 6%; with 50% employer match about $157,732 at 4% or $105,155 at 6%; with 100% employer match about $118,299 at 4% or $78,866 at 6%.
Ward Accountancy Inc. Wai 401(K) Plan-13$1,444,209$123,031$9,464iApproximate average salary by contribution assumption: employee only about $236,598 at 4% or $157,732 at 6%; with 50% employer match about $157,732 at 4% or $105,155 at 6%; with 100% employer match about $118,299 at 4% or $78,866 at 6%.
2015112$1,247,585$126,677$10,556iApproximate average salary by contribution assumption: employee only about $263,910 at 4% or $175,940 at 6%; with 50% employer match about $175,940 at 4% or $117,294 at 6%; with 100% employer match about $131,955 at 4% or $87,970 at 6%.
Ward Accountancy Inc. Wai 401(K) Plan-12$1,247,585$126,677$10,556iApproximate average salary by contribution assumption: employee only about $263,910 at 4% or $175,940 at 6%; with 50% employer match about $175,940 at 4% or $117,294 at 6%; with 100% employer match about $131,955 at 4% or $87,970 at 6%.
2014113$1,149,495$136,219$10,478iApproximate average salary by contribution assumption: employee only about $261,960 at 4% or $174,640 at 6%; with 50% employer match about $174,640 at 4% or $116,426 at 6%; with 100% employer match about $130,980 at 4% or $87,320 at 6%.
Ward Accountancy Inc. Wai 401(K) Plan-13$1,149,495$136,219$10,478iApproximate average salary by contribution assumption: employee only about $261,960 at 4% or $174,640 at 6%; with 50% employer match about $174,640 at 4% or $116,426 at 6%; with 100% employer match about $130,980 at 4% or $87,320 at 6%.
2013113$1,001,922$126,322$9,717iApproximate average salary by contribution assumption: employee only about $242,927 at 4% or $161,951 at 6%; with 50% employer match about $161,951 at 4% or $107,968 at 6%; with 100% employer match about $121,463 at 4% or $80,976 at 6%.
Ward Accountancy Inc. Wai 401(K) Plan-13$1,001,922$126,322$9,717iApproximate average salary by contribution assumption: employee only about $242,927 at 4% or $161,951 at 6%; with 50% employer match about $161,951 at 4% or $107,968 at 6%; with 100% employer match about $121,463 at 4% or $80,976 at 6%.
2012112$750,914$105,066$8,756iApproximate average salary by contribution assumption: employee only about $218,888 at 4% or $145,925 at 6%; with 50% employer match about $145,925 at 4% or $97,283 at 6%; with 100% employer match about $109,444 at 4% or $72,963 at 6%.
Ward Accountancy Inc. Wai 401(K) Plan-12$750,914$105,066$8,756iApproximate average salary by contribution assumption: employee only about $218,888 at 4% or $145,925 at 6%; with 50% employer match about $145,925 at 4% or $97,283 at 6%; with 100% employer match about $109,444 at 4% or $72,963 at 6%.
2011112$590,005$84,889$7,074iApproximate average salary by contribution assumption: employee only about $176,852 at 4% or $117,901 at 6%; with 50% employer match about $117,901 at 4% or $78,601 at 6%; with 100% employer match about $88,426 at 4% or $58,951 at 6%.
Ward Accountancy Inc. Wai 401(K) Plan-12$590,005$84,889$7,074iApproximate average salary by contribution assumption: employee only about $176,852 at 4% or $117,901 at 6%; with 50% employer match about $117,901 at 4% or $78,601 at 6%; with 100% employer match about $88,426 at 4% or $58,951 at 6%.
2010112$535,816$86,398$7,200iApproximate average salary by contribution assumption: employee only about $179,996 at 4% or $119,997 at 6%; with 50% employer match about $119,997 at 4% or $79,998 at 6%; with 100% employer match about $89,998 at 4% or $59,999 at 6%.
Ward Accountancy Inc. Wai 401(K) Plan-12$535,816$86,398$7,200iApproximate average salary by contribution assumption: employee only about $179,996 at 4% or $119,997 at 6%; with 50% employer match about $119,997 at 4% or $79,998 at 6%; with 100% employer match about $89,998 at 4% or $59,999 at 6%.
2009110$430,760$84,550$8,455iApproximate average salary by contribution assumption: employee only about $211,375 at 4% or $140,917 at 6%; with 50% employer match about $140,917 at 4% or $93,944 at 6%; with 100% employer match about $105,688 at 4% or $70,458 at 6%.
Ward Accountancy Inc. Wai 401(K) Plan-10$430,760$84,550$8,455iApproximate average salary by contribution assumption: employee only about $211,375 at 4% or $140,917 at 6%; with 50% employer match about $140,917 at 4% or $93,944 at 6%; with 100% employer match about $105,688 at 4% or $70,458 at 6%.
2008113$261,847$102,479$7,883iApproximate average salary by contribution assumption: employee only about $197,075 at 4% or $131,383 at 6%; with 50% employer match about $131,383 at 4% or $87,589 at 6%; with 100% employer match about $98,538 at 4% or $65,692 at 6%.
Ward Accountancy Inc. Wai 401(K) Plan-13$261,847$102,479$7,883iApproximate average salary by contribution assumption: employee only about $197,075 at 4% or $131,383 at 6%; with 50% employer match about $131,383 at 4% or $87,589 at 6%; with 100% employer match about $98,538 at 4% or $65,692 at 6%.
2007113$274,838$253,360$19,489iApproximate average salary by contribution assumption: employee only about $487,231 at 4% or $324,821 at 6%; with 50% employer match about $324,821 at 4% or $216,547 at 6%; with 100% employer match about $243,615 at 4% or $162,410 at 6%.
Ward Accountancy Inc. Wai 401(K) Plan-13$274,838$253,360$19,489iApproximate average salary by contribution assumption: employee only about $487,231 at 4% or $324,821 at 6%; with 50% employer match about $324,821 at 4% or $216,547 at 6%; with 100% employer match about $243,615 at 4% or $162,410 at 6%.