Civic Intelligence

Virginia Wills, Trusts & Estates PLC

Plan context: Virginia Wills, Trusts & Estates PLC, 401K Profit Sharing Plan

EIN 20-3931349 • Charlottesville, VA • 19 filings • 3 plans

304 Hickman RoadCharlottesville, VA 22911
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$151,442

2024 Contributions

$35,043

Historical Graphs

Total Assets Over Time

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

$874,034$437,017$0200620162024YearValue
$151,442Latest year 2024

Participants Over Time

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

740200620152024YearValue
7Latest 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
202417$151,442$35,043$5,006iApproximate average salary by contribution assumption: employee only about $125,154 at 4% or $83,436 at 6%; with 50% employer match about $83,436 at 4% or $55,624 at 6%; with 100% employer match about $62,577 at 4% or $41,718 at 6%.
Virginia Wills, Trusts & Estates PLC, 401K Profit Sharing Plan-7$151,442$35,043$5,006iApproximate average salary by contribution assumption: employee only about $125,154 at 4% or $83,436 at 6%; with 50% employer match about $83,436 at 4% or $55,624 at 6%; with 100% employer match about $62,577 at 4% or $41,718 at 6%.
202317$106,826$45,353$6,479iApproximate average salary by contribution assumption: employee only about $161,975 at 4% or $107,983 at 6%; with 50% employer match about $107,983 at 4% or $71,989 at 6%; with 100% employer match about $80,988 at 4% or $53,992 at 6%.
Virginia Wills, Trusts & Estates PLC, 401K Profit Sharing Plan-7$106,826$45,353$6,479iApproximate average salary by contribution assumption: employee only about $161,975 at 4% or $107,983 at 6%; with 50% employer match about $107,983 at 4% or $71,989 at 6%; with 100% employer match about $80,988 at 4% or $53,992 at 6%.
202214$53,004$13,232$3,308iApproximate average salary by contribution assumption: employee only about $82,700 at 4% or $55,133 at 6%; with 50% employer match about $55,133 at 4% or $36,756 at 6%; with 100% employer match about $41,350 at 4% or $27,567 at 6%.
Virginia Wills, Trusts & Estates PLC, 401K Profit Sharing Plan-4$53,004$13,232$3,308iApproximate average salary by contribution assumption: employee only about $82,700 at 4% or $55,133 at 6%; with 50% employer match about $55,133 at 4% or $36,756 at 6%; with 100% employer match about $41,350 at 4% or $27,567 at 6%.
202115$275,961$14,285$2,857iApproximate average salary by contribution assumption: employee only about $71,425 at 4% or $47,617 at 6%; with 50% employer match about $47,617 at 4% or $31,744 at 6%; with 100% employer match about $35,713 at 4% or $23,808 at 6%.
Virginia Wills, Trusts & Estates PLC, 401K Profit Sharing Plan-5$275,961$14,285$2,857iApproximate average salary by contribution assumption: employee only about $71,425 at 4% or $47,617 at 6%; with 50% employer match about $47,617 at 4% or $31,744 at 6%; with 100% employer match about $35,713 at 4% or $23,808 at 6%.
202016$874,034$8,410$1,402iApproximate average salary by contribution assumption: employee only about $35,042 at 4% or $23,361 at 6%; with 50% employer match about $23,361 at 4% or $15,574 at 6%; with 100% employer match about $17,521 at 4% or $11,681 at 6%.
Virginia Wills, Trusts & Estates PLC, 401K Profit Sharing Plan-6$874,034$8,410$1,402iApproximate average salary by contribution assumption: employee only about $35,042 at 4% or $23,361 at 6%; with 50% employer match about $23,361 at 4% or $15,574 at 6%; with 100% employer match about $17,521 at 4% or $11,681 at 6%.
201916$806,914$8,294$1,382iApproximate average salary by contribution assumption: employee only about $34,558 at 4% or $23,039 at 6%; with 50% employer match about $23,039 at 4% or $15,359 at 6%; with 100% employer match about $17,279 at 4% or $11,519 at 6%.
Virginia Wills, Trusts & Estates PLC, 401K Profit Sharing Plan-6$806,914$8,294$1,382iApproximate average salary by contribution assumption: employee only about $34,558 at 4% or $23,039 at 6%; with 50% employer match about $23,039 at 4% or $15,359 at 6%; with 100% employer match about $17,279 at 4% or $11,519 at 6%.
201816$665,836$60,253$10,042iApproximate average salary by contribution assumption: employee only about $251,054 at 4% or $167,369 at 6%; with 50% employer match about $167,369 at 4% or $111,580 at 6%; with 100% employer match about $125,527 at 4% or $83,685 at 6%.
Virginia Wills, Trusts & Estates PLC, 401K Profit Sharing Plan-6$665,836$60,253$10,042iApproximate average salary by contribution assumption: employee only about $251,054 at 4% or $167,369 at 6%; with 50% employer match about $167,369 at 4% or $111,580 at 6%; with 100% employer match about $125,527 at 4% or $83,685 at 6%.
201717$682,723$69,747$9,964iApproximate average salary by contribution assumption: employee only about $249,096 at 4% or $166,064 at 6%; with 50% employer match about $166,064 at 4% or $110,710 at 6%; with 100% employer match about $124,548 at 4% or $83,032 at 6%.
Virginia Wills, Trusts & Estates PLC, 401K Profit Sharing Plan-7$682,723$69,747$9,964iApproximate average salary by contribution assumption: employee only about $249,096 at 4% or $166,064 at 6%; with 50% employer match about $166,064 at 4% or $110,710 at 6%; with 100% employer match about $124,548 at 4% or $83,032 at 6%.
201616$521,366$69,457$11,576iApproximate average salary by contribution assumption: employee only about $289,404 at 4% or $192,936 at 6%; with 50% employer match about $192,936 at 4% or $128,624 at 6%; with 100% employer match about $144,702 at 4% or $96,468 at 6%.
Virginia Wills, Trusts & Estates PLC, 401K Profit Sharing Plan-6$521,366$69,457$11,576iApproximate average salary by contribution assumption: employee only about $289,404 at 4% or $192,936 at 6%; with 50% employer match about $192,936 at 4% or $128,624 at 6%; with 100% employer match about $144,702 at 4% or $96,468 at 6%.
201517$529,932$71,786$10,255iApproximate average salary by contribution assumption: employee only about $256,379 at 4% or $170,919 at 6%; with 50% employer match about $170,919 at 4% or $113,946 at 6%; with 100% employer match about $128,189 at 4% or $85,460 at 6%.
Virginia Wills, Trusts & Estates PLC, 401K Profit Sharing Plan-7$529,932$71,786$10,255iApproximate average salary by contribution assumption: employee only about $256,379 at 4% or $170,919 at 6%; with 50% employer match about $170,919 at 4% or $113,946 at 6%; with 100% employer match about $128,189 at 4% or $85,460 at 6%.
201416$620,854$70,941$11,824iApproximate average salary by contribution assumption: employee only about $295,588 at 4% or $197,058 at 6%; with 50% employer match about $197,058 at 4% or $131,372 at 6%; with 100% employer match about $147,794 at 4% or $98,529 at 6%.
Virginia Wills, Trusts & Estates PLC, 401K Profit Sharing Plan-6$620,854$70,941$11,824iApproximate average salary by contribution assumption: employee only about $295,588 at 4% or $197,058 at 6%; with 50% employer match about $197,058 at 4% or $131,372 at 6%; with 100% employer match about $147,794 at 4% or $98,529 at 6%.
201315$515,844$69,532$13,906iApproximate average salary by contribution assumption: employee only about $347,660 at 4% or $231,773 at 6%; with 50% employer match about $231,773 at 4% or $154,516 at 6%; with 100% employer match about $173,830 at 4% or $115,887 at 6%.
Virginia Wills, Trusts & Estates PLC, 401K Profit Sharing Plan-5$515,844$69,532$13,906iApproximate average salary by contribution assumption: employee only about $347,660 at 4% or $231,773 at 6%; with 50% employer match about $231,773 at 4% or $154,516 at 6%; with 100% employer match about $173,830 at 4% or $115,887 at 6%.
201215$375,063$67,773$13,555iApproximate average salary by contribution assumption: employee only about $338,865 at 4% or $225,910 at 6%; with 50% employer match about $225,910 at 4% or $150,607 at 6%; with 100% employer match about $169,433 at 4% or $112,955 at 6%.
Virginia Wills, Trusts & Estates PLC, 401K Profit Sharing Plan-5$375,063$67,773$13,555iApproximate average salary by contribution assumption: employee only about $338,865 at 4% or $225,910 at 6%; with 50% employer match about $225,910 at 4% or $150,607 at 6%; with 100% employer match about $169,433 at 4% or $112,955 at 6%.
201115$280,816$66,546$13,309iApproximate average salary by contribution assumption: employee only about $332,730 at 4% or $221,820 at 6%; with 50% employer match about $221,820 at 4% or $147,880 at 6%; with 100% employer match about $166,365 at 4% or $110,910 at 6%.
Virginia Wills, Trusts & Estates PLC, 401K Profit Sharing Plan-5$280,816$66,546$13,309iApproximate average salary by contribution assumption: employee only about $332,730 at 4% or $221,820 at 6%; with 50% employer match about $221,820 at 4% or $147,880 at 6%; with 100% employer match about $166,365 at 4% or $110,910 at 6%.
201015$216,841$67,340$13,468iApproximate average salary by contribution assumption: employee only about $336,700 at 4% or $224,467 at 6%; with 50% employer match about $224,467 at 4% or $149,644 at 6%; with 100% employer match about $168,350 at 4% or $112,233 at 6%.
Virginia Wills, Trusts & Estates PLC, 401K Profit Sharing Plan-5$216,841$67,340$13,468iApproximate average salary by contribution assumption: employee only about $336,700 at 4% or $224,467 at 6%; with 50% employer match about $224,467 at 4% or $149,644 at 6%; with 100% employer match about $168,350 at 4% or $112,233 at 6%.
200915$131,475$70,855$14,171iApproximate average salary by contribution assumption: employee only about $354,275 at 4% or $236,183 at 6%; with 50% employer match about $236,183 at 4% or $157,456 at 6%; with 100% employer match about $177,138 at 4% or $118,092 at 6%.
Virginia Wills, Trusts & Estates PLC, 401K Profit Sharing Plan-5$131,475$70,855$14,171iApproximate average salary by contribution assumption: employee only about $354,275 at 4% or $236,183 at 6%; with 50% employer match about $236,183 at 4% or $157,456 at 6%; with 100% employer match about $177,138 at 4% or $118,092 at 6%.
200815$164,977$61,631$12,326iApproximate average salary by contribution assumption: employee only about $308,155 at 4% or $205,437 at 6%; with 50% employer match about $205,437 at 4% or $136,958 at 6%; with 100% employer match about $154,078 at 4% or $102,718 at 6%.
Virginia Wills, Trusts & Estates PLC, 401K Profit Sharing Plan-5$164,977$61,631$12,326iApproximate average salary by contribution assumption: employee only about $308,155 at 4% or $205,437 at 6%; with 50% employer match about $205,437 at 4% or $136,958 at 6%; with 100% employer match about $154,078 at 4% or $102,718 at 6%.
200715$0$0-
Virginia Wills, Trusts & Estates PLC, 401K Profit Sharing Plan-5---
200615$77,212$72,114$14,423iApproximate average salary by contribution assumption: employee only about $360,570 at 4% or $240,380 at 6%; with 50% employer match about $240,380 at 4% or $160,253 at 6%; with 100% employer match about $180,285 at 4% or $120,190 at 6%.
Virginia Wills, Trusts & Estates PLC, 401K Profit Sharing Plan-5$77,212$72,114$14,423iApproximate average salary by contribution assumption: employee only about $360,570 at 4% or $240,380 at 6%; with 50% employer match about $240,380 at 4% or $160,253 at 6%; with 100% employer match about $180,285 at 4% or $120,190 at 6%.