Civic Intelligence

Waldberg Inc.

Plan context: The Refinery 401(K) Plan

EIN 20-5773286 • Sherman Oaks, CA • 19 filings • 4 plans

14455 Ventura Blvd.Sherman Oaks, CA 91423
Current Snapshot

Latest Year

2024

2024 Participants

101

2024 Assets

$20,840,844

2024 Contributions

$1,279,061

Historical Graphs

Total Assets Over Time

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

$20,840,844$10,420,422$0200720162024YearValue
$20,840,844Latest year 2024

Participants Over Time

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

2241120200720162024YearValue
101Latest 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
20241101$20,840,844$1,279,061$12,664iApproximate average salary by contribution assumption: employee only about $316,599 at 4% or $211,066 at 6%; with 50% employer match about $211,066 at 4% or $140,711 at 6%; with 100% employer match about $158,300 at 4% or $105,533 at 6%.
The Refinery 401(K) Plan-101$20,840,844$1,279,061$12,664iApproximate average salary by contribution assumption: employee only about $316,599 at 4% or $211,066 at 6%; with 50% employer match about $211,066 at 4% or $140,711 at 6%; with 100% employer match about $158,300 at 4% or $105,533 at 6%.
20231146$17,246,985$1,572,379$10,770iApproximate average salary by contribution assumption: employee only about $269,243 at 4% or $179,495 at 6%; with 50% employer match about $179,495 at 4% or $119,664 at 6%; with 100% employer match about $134,621 at 4% or $89,748 at 6%.
The Refinery 401(K) Plan-146$17,246,985$1,572,379$10,770iApproximate average salary by contribution assumption: employee only about $269,243 at 4% or $179,495 at 6%; with 50% employer match about $179,495 at 4% or $119,664 at 6%; with 100% employer match about $134,621 at 4% or $89,748 at 6%.
20221224$13,192,429$1,610,663$7,190iApproximate average salary by contribution assumption: employee only about $179,761 at 4% or $119,841 at 6%; with 50% employer match about $119,841 at 4% or $79,894 at 6%; with 100% employer match about $89,881 at 4% or $59,920 at 6%.
The Refinery 401(K) Plan-224$13,192,429$1,610,663$7,190iApproximate average salary by contribution assumption: employee only about $179,761 at 4% or $119,841 at 6%; with 50% employer match about $119,841 at 4% or $79,894 at 6%; with 100% employer match about $89,881 at 4% or $59,920 at 6%.
20213169$14,452,246$1,535,802$9,088iApproximate average salary by contribution assumption: employee only about $227,190 at 4% or $151,460 at 6%; with 50% employer match about $151,460 at 4% or $100,973 at 6%; with 100% employer match about $113,595 at 4% or $75,730 at 6%.
The Refinery 401(K) Plan-169$14,452,246$1,535,802$9,088iApproximate average salary by contribution assumption: employee only about $227,190 at 4% or $151,460 at 6%; with 50% employer match about $151,460 at 4% or $100,973 at 6%; with 100% employer match about $113,595 at 4% or $75,730 at 6%.
WALDBERG INC. LIFE AND AD&D PLAN-103---
WALDBERG, INC. EMPLOYEE ASSISTANCE PLAN-103---
20201143$11,241,713$1,113,662$7,788iApproximate average salary by contribution assumption: employee only about $194,696 at 4% or $129,797 at 6%; with 50% employer match about $129,797 at 4% or $86,532 at 6%; with 100% employer match about $97,348 at 4% or $64,899 at 6%.
The Refinery 401(K) Plan-143$11,241,713$1,113,662$7,788iApproximate average salary by contribution assumption: employee only about $194,696 at 4% or $129,797 at 6%; with 50% employer match about $129,797 at 4% or $86,532 at 6%; with 100% employer match about $97,348 at 4% or $64,899 at 6%.
20191151$8,892,939$1,191,914$7,893iApproximate average salary by contribution assumption: employee only about $197,337 at 4% or $131,558 at 6%; with 50% employer match about $131,558 at 4% or $87,705 at 6%; with 100% employer match about $98,668 at 4% or $65,779 at 6%.
The Refinery 401(K) Plan-151$8,892,939$1,191,914$7,893iApproximate average salary by contribution assumption: employee only about $197,337 at 4% or $131,558 at 6%; with 50% employer match about $131,558 at 4% or $87,705 at 6%; with 100% employer match about $98,668 at 4% or $65,779 at 6%.
20181142$6,309,187$909,036$6,402iApproximate average salary by contribution assumption: employee only about $160,042 at 4% or $106,694 at 6%; with 50% employer match about $106,694 at 4% or $71,130 at 6%; with 100% employer match about $80,021 at 4% or $53,347 at 6%.
The Refinery 401(K) Plan-142$6,309,187$909,036$6,402iApproximate average salary by contribution assumption: employee only about $160,042 at 4% or $106,694 at 6%; with 50% employer match about $106,694 at 4% or $71,130 at 6%; with 100% employer match about $80,021 at 4% or $53,347 at 6%.
20171123$5,990,856$909,786$7,397iApproximate average salary by contribution assumption: employee only about $184,916 at 4% or $123,277 at 6%; with 50% employer match about $123,277 at 4% or $82,185 at 6%; with 100% employer match about $92,458 at 4% or $61,639 at 6%.
The Refinery 401(K) Plan-123$5,990,856$909,786$7,397iApproximate average salary by contribution assumption: employee only about $184,916 at 4% or $123,277 at 6%; with 50% employer match about $123,277 at 4% or $82,185 at 6%; with 100% employer match about $92,458 at 4% or $61,639 at 6%.
2016189$4,232,698$654,986$7,359iApproximate average salary by contribution assumption: employee only about $183,985 at 4% or $122,657 at 6%; with 50% employer match about $122,657 at 4% or $81,771 at 6%; with 100% employer match about $91,992 at 4% or $61,328 at 6%.
The Refinery 401(K) Plan-89$4,232,698$654,986$7,359iApproximate average salary by contribution assumption: employee only about $183,985 at 4% or $122,657 at 6%; with 50% employer match about $122,657 at 4% or $81,771 at 6%; with 100% employer match about $91,992 at 4% or $61,328 at 6%.
2015165$3,316,037$548,672$8,441iApproximate average salary by contribution assumption: employee only about $211,028 at 4% or $140,685 at 6%; with 50% employer match about $140,685 at 4% or $93,790 at 6%; with 100% employer match about $105,514 at 4% or $70,343 at 6%.
The Refinery 401(K) Plan-65$3,316,037$548,672$8,441iApproximate average salary by contribution assumption: employee only about $211,028 at 4% or $140,685 at 6%; with 50% employer match about $140,685 at 4% or $93,790 at 6%; with 100% employer match about $105,514 at 4% or $70,343 at 6%.
2014162$2,847,644$553,884$8,934iApproximate average salary by contribution assumption: employee only about $223,340 at 4% or $148,894 at 6%; with 50% employer match about $148,894 at 4% or $99,262 at 6%; with 100% employer match about $111,670 at 4% or $74,447 at 6%.
The Refinery 401(K) Plan-62$2,847,644$553,884$8,934iApproximate average salary by contribution assumption: employee only about $223,340 at 4% or $148,894 at 6%; with 50% employer match about $148,894 at 4% or $99,262 at 6%; with 100% employer match about $111,670 at 4% or $74,447 at 6%.
2013157$2,163,938$446,845$7,839iApproximate average salary by contribution assumption: employee only about $195,985 at 4% or $130,656 at 6%; with 50% employer match about $130,656 at 4% or $87,104 at 6%; with 100% employer match about $97,992 at 4% or $65,328 at 6%.
The Refinery 401(K) Plan-57$2,163,938$446,845$7,839iApproximate average salary by contribution assumption: employee only about $195,985 at 4% or $130,656 at 6%; with 50% employer match about $130,656 at 4% or $87,104 at 6%; with 100% employer match about $97,992 at 4% or $65,328 at 6%.
2012154$1,501,213$330,094$6,113iApproximate average salary by contribution assumption: employee only about $152,821 at 4% or $101,881 at 6%; with 50% employer match about $101,881 at 4% or $67,921 at 6%; with 100% employer match about $76,411 at 4% or $50,940 at 6%.
The Refinery 401(K) Plan-54$1,501,213$330,094$6,113iApproximate average salary by contribution assumption: employee only about $152,821 at 4% or $101,881 at 6%; with 50% employer match about $101,881 at 4% or $67,921 at 6%; with 100% employer match about $76,411 at 4% or $50,940 at 6%.
2011141$1,086,914$316,890$7,729iApproximate average salary by contribution assumption: employee only about $193,226 at 4% or $128,817 at 6%; with 50% employer match about $128,817 at 4% or $85,878 at 6%; with 100% employer match about $96,613 at 4% or $64,409 at 6%.
The Refinery 401(K) Plan-41$1,086,914$316,890$7,729iApproximate average salary by contribution assumption: employee only about $193,226 at 4% or $128,817 at 6%; with 50% employer match about $128,817 at 4% or $85,878 at 6%; with 100% employer match about $96,613 at 4% or $64,409 at 6%.
2010132$915,640$287,280$8,978iApproximate average salary by contribution assumption: employee only about $224,438 at 4% or $149,625 at 6%; with 50% employer match about $149,625 at 4% or $99,750 at 6%; with 100% employer match about $112,219 at 4% or $74,813 at 6%.
The Refinery 401(K) Plan-32$915,640$287,280$8,978iApproximate average salary by contribution assumption: employee only about $224,438 at 4% or $149,625 at 6%; with 50% employer match about $149,625 at 4% or $99,750 at 6%; with 100% employer match about $112,219 at 4% or $74,813 at 6%.
2009121$572,300$158,938$7,568iApproximate average salary by contribution assumption: employee only about $189,212 at 4% or $126,141 at 6%; with 50% employer match about $126,141 at 4% or $84,094 at 6%; with 100% employer match about $94,606 at 4% or $63,071 at 6%.
The Refinery 401(K) Plan-21$572,300$158,938$7,568iApproximate average salary by contribution assumption: employee only about $189,212 at 4% or $126,141 at 6%; with 50% employer match about $126,141 at 4% or $84,094 at 6%; with 100% employer match about $94,606 at 4% or $63,071 at 6%.
2007112$145,230$137,088$11,424iApproximate average salary by contribution assumption: employee only about $285,600 at 4% or $190,400 at 6%; with 50% employer match about $190,400 at 4% or $126,933 at 6%; with 100% employer match about $142,800 at 4% or $95,200 at 6%.
The Refinery 401(K) Plan-12$145,230$137,088$11,424iApproximate average salary by contribution assumption: employee only about $285,600 at 4% or $190,400 at 6%; with 50% employer match about $190,400 at 4% or $126,933 at 6%; with 100% employer match about $142,800 at 4% or $95,200 at 6%.