Civic Intelligence

Welkley & Tucker Inc

Plan context: Welkley & Tucker Inc. 401(K) Plan

EIN 20-2850969 • San Jose, CA • 19 filings • 3 plans

4040 Moorpark Avenue Suite #112San Jose, CA 95117
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$814,773

2024 Contributions

$68,214

Historical Graphs

Total Assets Over Time

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

$1,281,954$640,977$0200620152024YearValue
$814,773Latest year 2024

Participants Over Time

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

1260200620152024YearValue
8Latest 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
202418$814,773$68,214$8,527iApproximate average salary by contribution assumption: employee only about $213,169 at 4% or $142,113 at 6%; with 50% employer match about $142,113 at 4% or $94,742 at 6%; with 100% employer match about $106,584 at 4% or $71,056 at 6%.
Welkley & Tucker Inc. 401(K) Plan-8$814,773$68,214$8,527iApproximate average salary by contribution assumption: employee only about $213,169 at 4% or $142,113 at 6%; with 50% employer match about $142,113 at 4% or $94,742 at 6%; with 100% employer match about $106,584 at 4% or $71,056 at 6%.
2023110$1,281,954$65,211$6,521iApproximate average salary by contribution assumption: employee only about $163,028 at 4% or $108,685 at 6%; with 50% employer match about $108,685 at 4% or $72,457 at 6%; with 100% employer match about $81,514 at 4% or $54,343 at 6%.
Welkley & Tucker Inc. 401(K) Plan-10$1,281,954$65,211$6,521iApproximate average salary by contribution assumption: employee only about $163,028 at 4% or $108,685 at 6%; with 50% employer match about $108,685 at 4% or $72,457 at 6%; with 100% employer match about $81,514 at 4% or $54,343 at 6%.
2022110$1,041,371$108,066$10,807iApproximate average salary by contribution assumption: employee only about $270,165 at 4% or $180,110 at 6%; with 50% employer match about $180,110 at 4% or $120,073 at 6%; with 100% employer match about $135,083 at 4% or $90,055 at 6%.
Welkley & Tucker Inc. 401(K) Plan-10$1,041,371$108,066$10,807iApproximate average salary by contribution assumption: employee only about $270,165 at 4% or $180,110 at 6%; with 50% employer match about $180,110 at 4% or $120,073 at 6%; with 100% employer match about $135,083 at 4% or $90,055 at 6%.
202118$1,144,511$122,834$15,354iApproximate average salary by contribution assumption: employee only about $383,856 at 4% or $255,904 at 6%; with 50% employer match about $255,904 at 4% or $170,603 at 6%; with 100% employer match about $191,928 at 4% or $127,952 at 6%.
Welkley & Tucker Inc. 401(K) Plan-8$1,144,511$122,834$15,354iApproximate average salary by contribution assumption: employee only about $383,856 at 4% or $255,904 at 6%; with 50% employer match about $255,904 at 4% or $170,603 at 6%; with 100% employer match about $191,928 at 4% or $127,952 at 6%.
2020111$929,619$116,470$10,588iApproximate average salary by contribution assumption: employee only about $264,705 at 4% or $176,470 at 6%; with 50% employer match about $176,470 at 4% or $117,646 at 6%; with 100% employer match about $132,352 at 4% or $88,235 at 6%.
Welkley & Tucker Inc. 401(K) Plan-11$929,619$116,470$10,588iApproximate average salary by contribution assumption: employee only about $264,705 at 4% or $176,470 at 6%; with 50% employer match about $176,470 at 4% or $117,646 at 6%; with 100% employer match about $132,352 at 4% or $88,235 at 6%.
2019111$693,199$97,385$8,853iApproximate average salary by contribution assumption: employee only about $221,330 at 4% or $147,553 at 6%; with 50% employer match about $147,553 at 4% or $98,369 at 6%; with 100% employer match about $110,665 at 4% or $73,777 at 6%.
Welkley & Tucker Inc. 401(K) Plan-11$693,199$97,385$8,853iApproximate average salary by contribution assumption: employee only about $221,330 at 4% or $147,553 at 6%; with 50% employer match about $147,553 at 4% or $98,369 at 6%; with 100% employer match about $110,665 at 4% or $73,777 at 6%.
2018110$520,559$89,162$8,916iApproximate average salary by contribution assumption: employee only about $222,905 at 4% or $148,603 at 6%; with 50% employer match about $148,603 at 4% or $99,069 at 6%; with 100% employer match about $111,453 at 4% or $74,302 at 6%.
Welkley & Tucker Inc. 401(K) Plan-10$520,559$89,162$8,916iApproximate average salary by contribution assumption: employee only about $222,905 at 4% or $148,603 at 6%; with 50% employer match about $148,603 at 4% or $99,069 at 6%; with 100% employer match about $111,453 at 4% or $74,302 at 6%.
2017110$462,250$88,443$8,844iApproximate average salary by contribution assumption: employee only about $221,107 at 4% or $147,405 at 6%; with 50% employer match about $147,405 at 4% or $98,270 at 6%; with 100% employer match about $110,554 at 4% or $73,703 at 6%.
Welkley & Tucker Inc. 401(K) Plan-10$462,250$88,443$8,844iApproximate average salary by contribution assumption: employee only about $221,107 at 4% or $147,405 at 6%; with 50% employer match about $147,405 at 4% or $98,270 at 6%; with 100% employer match about $110,554 at 4% or $73,703 at 6%.
2016112$500,914$72,596$6,050iApproximate average salary by contribution assumption: employee only about $151,242 at 4% or $100,828 at 6%; with 50% employer match about $100,828 at 4% or $67,219 at 6%; with 100% employer match about $75,621 at 4% or $50,414 at 6%.
Welkley & Tucker Inc. 401(K) Plan-12$500,914$72,596$6,050iApproximate average salary by contribution assumption: employee only about $151,242 at 4% or $100,828 at 6%; with 50% employer match about $100,828 at 4% or $67,219 at 6%; with 100% employer match about $75,621 at 4% or $50,414 at 6%.
201519$406,662$64,519$7,169iApproximate average salary by contribution assumption: employee only about $179,219 at 4% or $119,480 at 6%; with 50% employer match about $119,480 at 4% or $79,653 at 6%; with 100% employer match about $89,610 at 4% or $59,740 at 6%.
Welkley & Tucker Inc. 401(K) Plan-9$406,662$64,519$7,169iApproximate average salary by contribution assumption: employee only about $179,219 at 4% or $119,480 at 6%; with 50% employer match about $119,480 at 4% or $79,653 at 6%; with 100% employer match about $89,610 at 4% or $59,740 at 6%.
201417$351,537$83,533$11,933iApproximate average salary by contribution assumption: employee only about $298,332 at 4% or $198,888 at 6%; with 50% employer match about $198,888 at 4% or $132,592 at 6%; with 100% employer match about $149,166 at 4% or $99,444 at 6%.
Welkley & Tucker Inc. 401(K) Plan-7$351,537$83,533$11,933iApproximate average salary by contribution assumption: employee only about $298,332 at 4% or $198,888 at 6%; with 50% employer match about $198,888 at 4% or $132,592 at 6%; with 100% employer match about $149,166 at 4% or $99,444 at 6%.
201317$266,129$86,716$12,388iApproximate average salary by contribution assumption: employee only about $309,700 at 4% or $206,467 at 6%; with 50% employer match about $206,467 at 4% or $137,644 at 6%; with 100% employer match about $154,850 at 4% or $103,233 at 6%.
Welkley & Tucker Inc. 401(K) Plan-7$266,129$86,716$12,388iApproximate average salary by contribution assumption: employee only about $309,700 at 4% or $206,467 at 6%; with 50% employer match about $206,467 at 4% or $137,644 at 6%; with 100% employer match about $154,850 at 4% or $103,233 at 6%.
201216$163,689$70,191$11,699iApproximate average salary by contribution assumption: employee only about $292,463 at 4% or $194,975 at 6%; with 50% employer match about $194,975 at 4% or $129,983 at 6%; with 100% employer match about $146,231 at 4% or $97,488 at 6%.
Welkley & Tucker Inc. 401(K) Plan-6$163,689$70,191$11,699iApproximate average salary by contribution assumption: employee only about $292,463 at 4% or $194,975 at 6%; with 50% employer match about $194,975 at 4% or $129,983 at 6%; with 100% employer match about $146,231 at 4% or $97,488 at 6%.
201116$100,867$48,257$8,043iApproximate average salary by contribution assumption: employee only about $201,071 at 4% or $134,047 at 6%; with 50% employer match about $134,047 at 4% or $89,365 at 6%; with 100% employer match about $100,535 at 4% or $67,024 at 6%.
Welkley & Tucker Inc. 401(K) Plan-6$100,867$48,257$8,043iApproximate average salary by contribution assumption: employee only about $201,071 at 4% or $134,047 at 6%; with 50% employer match about $134,047 at 4% or $89,365 at 6%; with 100% employer match about $100,535 at 4% or $67,024 at 6%.
201015$54,650$28,640$5,728iApproximate average salary by contribution assumption: employee only about $143,200 at 4% or $95,467 at 6%; with 50% employer match about $95,467 at 4% or $63,644 at 6%; with 100% employer match about $71,600 at 4% or $47,733 at 6%.
Welkley & Tucker Inc. 401(K) Plan-5$54,650$28,640$5,728iApproximate average salary by contribution assumption: employee only about $143,200 at 4% or $95,467 at 6%; with 50% employer match about $95,467 at 4% or $63,644 at 6%; with 100% employer match about $71,600 at 4% or $47,733 at 6%.
200916$32,038$18,508$3,085iApproximate average salary by contribution assumption: employee only about $77,117 at 4% or $51,411 at 6%; with 50% employer match about $51,411 at 4% or $34,274 at 6%; with 100% employer match about $38,558 at 4% or $25,706 at 6%.
Welkley & Tucker Inc. 401(K) Plan-6$32,038$18,508$3,085iApproximate average salary by contribution assumption: employee only about $77,117 at 4% or $51,411 at 6%; with 50% employer match about $51,411 at 4% or $34,274 at 6%; with 100% employer match about $38,558 at 4% or $25,706 at 6%.
200818$11,180$5,220$653iApproximate average salary by contribution assumption: employee only about $16,313 at 4% or $10,875 at 6%; with 50% employer match about $10,875 at 4% or $7,250 at 6%; with 100% employer match about $8,156 at 4% or $5,438 at 6%.
Welkley & Tucker Inc. 401(K) Plan-8$11,180$5,220$653iApproximate average salary by contribution assumption: employee only about $16,313 at 4% or $10,875 at 6%; with 50% employer match about $10,875 at 4% or $7,250 at 6%; with 100% employer match about $8,156 at 4% or $5,438 at 6%.
200714$16,129$8,193$2,048iApproximate average salary by contribution assumption: employee only about $51,206 at 4% or $34,138 at 6%; with 50% employer match about $34,138 at 4% or $22,758 at 6%; with 100% employer match about $25,603 at 4% or $17,069 at 6%.
Welkley & Tucker Inc. 401(K) Plan-4$16,129$8,193$2,048iApproximate average salary by contribution assumption: employee only about $51,206 at 4% or $34,138 at 6%; with 50% employer match about $34,138 at 4% or $22,758 at 6%; with 100% employer match about $25,603 at 4% or $17,069 at 6%.
200616$7,491$8,384$1,397iApproximate average salary by contribution assumption: employee only about $34,933 at 4% or $23,289 at 6%; with 50% employer match about $23,289 at 4% or $15,526 at 6%; with 100% employer match about $17,467 at 4% or $11,644 at 6%.
Welkley & Tucker Inc. 401(K) Plan-6$7,491$8,384$1,397iApproximate average salary by contribution assumption: employee only about $34,933 at 4% or $23,289 at 6%; with 50% employer match about $23,289 at 4% or $15,526 at 6%; with 100% employer match about $17,467 at 4% or $11,644 at 6%.