Civic Intelligence

Willig, Williams, & Davidson

Plan context: Willig, Williams & Davidson Retirement Savings 401(K) Plan

EIN 23-2416488 • Philadelphia, PA • 52 filings • 7 plans

1845 Walnut Street24th FloorPhiladelphia, PA 19103
Current Snapshot

Latest Year

2024

2024 Participants

74

2024 Assets

$19,980,309

2024 Contributions

$724,392

Historical Graphs

Total Assets Over Time

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

$21,134,251$10,567,126$0199920132024YearValue
$19,980,309Latest year 2024

Participants Over Time

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

87440199920122024YearValue
74Latest 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
2024274$19,980,309$724,392$9,789iApproximate average salary by contribution assumption: employee only about $244,727 at 4% or $163,151 at 6%; with 50% employer match about $163,151 at 4% or $108,768 at 6%; with 100% employer match about $122,364 at 4% or $81,576 at 6%.
Willig, Williams & Davidson Retirement Savings 401(K) Plan-74$18,234,072$650,661$8,793iApproximate average salary by contribution assumption: employee only about $219,818 at 4% or $146,545 at 6%; with 50% employer match about $146,545 at 4% or $97,697 at 6%; with 100% employer match about $109,909 at 4% or $73,273 at 6%.
Willig, Williams & Davidson Money Purchase Pension Plan-31$1,746,237$73,731$2,378iApproximate average salary by contribution assumption: employee only about $59,460 at 4% or $39,640 at 6%; with 50% employer match about $39,640 at 4% or $26,427 at 6%; with 100% employer match about $29,730 at 4% or $19,820 at 6%.
2023269$17,614,943$1,028,348$14,904iApproximate average salary by contribution assumption: employee only about $372,590 at 4% or $248,393 at 6%; with 50% employer match about $248,393 at 4% or $165,595 at 6%; with 100% employer match about $186,295 at 4% or $124,197 at 6%.
Willig, Williams & Davidson Retirement Savings 401(K) Plan-69$15,882,512$750,380$10,875iApproximate average salary by contribution assumption: employee only about $271,877 at 4% or $181,251 at 6%; with 50% employer match about $181,251 at 4% or $120,834 at 6%; with 100% employer match about $135,938 at 4% or $90,626 at 6%.
Willig, Williams & Davidson Money Purchase Pension Plan-28$1,732,431$277,968$9,927iApproximate average salary by contribution assumption: employee only about $248,186 at 4% or $165,457 at 6%; with 50% employer match about $165,457 at 4% or $110,305 at 6%; with 100% employer match about $124,093 at 4% or $82,729 at 6%.
2022266$18,384,143$913,853$13,846iApproximate average salary by contribution assumption: employee only about $346,156 at 4% or $230,771 at 6%; with 50% employer match about $230,771 at 4% or $153,847 at 6%; with 100% employer match about $173,078 at 4% or $115,385 at 6%.
Willig, Williams & Davidson Retirement Savings 401(K) Plan-66$17,043,698$854,367$12,945iApproximate average salary by contribution assumption: employee only about $323,624 at 4% or $215,749 at 6%; with 50% employer match about $215,749 at 4% or $143,833 at 6%; with 100% employer match about $161,812 at 4% or $107,875 at 6%.
Willig, Williams & Davidson Money Purchase Pension Plan-27$1,340,445$59,486$2,203iApproximate average salary by contribution assumption: employee only about $55,080 at 4% or $36,720 at 6%; with 50% employer match about $36,720 at 4% or $24,480 at 6%; with 100% employer match about $27,540 at 4% or $18,360 at 6%.
2021269$21,134,251$623,736$9,040iApproximate average salary by contribution assumption: employee only about $225,991 at 4% or $150,661 at 6%; with 50% employer match about $150,661 at 4% or $100,441 at 6%; with 100% employer match about $112,996 at 4% or $75,330 at 6%.
Willig, Williams & Davidson Retirement Savings 401(K) Plan-69$19,467,538$547,338$7,932iApproximate average salary by contribution assumption: employee only about $198,311 at 4% or $132,207 at 6%; with 50% employer match about $132,207 at 4% or $88,138 at 6%; with 100% employer match about $99,155 at 4% or $66,104 at 6%.
Willig, Williams & Davidson Money Purchase Pension Plan-25$1,666,713$76,398$3,056iApproximate average salary by contribution assumption: employee only about $76,398 at 4% or $50,932 at 6%; with 50% employer match about $50,932 at 4% or $33,955 at 6%; with 100% employer match about $38,199 at 4% or $25,466 at 6%.
2020279$20,755,621$584,556$7,399iApproximate average salary by contribution assumption: employee only about $184,986 at 4% or $123,324 at 6%; with 50% employer match about $123,324 at 4% or $82,216 at 6%; with 100% employer match about $92,493 at 4% or $61,662 at 6%.
Willig, Williams & Davidson Retirement Savings 401(K) Plan-79$19,094,368$512,446$6,487iApproximate average salary by contribution assumption: employee only about $162,166 at 4% or $108,111 at 6%; with 50% employer match about $108,111 at 4% or $72,074 at 6%; with 100% employer match about $81,083 at 4% or $54,055 at 6%.
Willig, Williams & Davidson Money Purchase Pension Plan-28$1,661,253$72,110$2,575iApproximate average salary by contribution assumption: employee only about $64,384 at 4% or $42,923 at 6%; with 50% employer match about $42,923 at 4% or $28,615 at 6%; with 100% employer match about $32,192 at 4% or $21,461 at 6%.
2019271$18,619,553$584,433$8,231iApproximate average salary by contribution assumption: employee only about $205,786 at 4% or $137,191 at 6%; with 50% employer match about $137,191 at 4% or $91,461 at 6%; with 100% employer match about $102,893 at 4% or $68,595 at 6%.
Willig, Williams & Davidson Retirement Savings 401(K) Plan-71$17,004,232$523,067$7,367iApproximate average salary by contribution assumption: employee only about $184,179 at 4% or $122,786 at 6%; with 50% employer match about $122,786 at 4% or $81,857 at 6%; with 100% employer match about $92,089 at 4% or $61,393 at 6%.
Willig, Williams & Davidson Money Purchase Pension Plan-29$1,615,321$61,366$2,116iApproximate average salary by contribution assumption: employee only about $52,902 at 4% or $35,268 at 6%; with 50% employer match about $35,268 at 4% or $23,512 at 6%; with 100% employer match about $26,451 at 4% or $17,634 at 6%.
2018268$15,663,175$506,655$7,451iApproximate average salary by contribution assumption: employee only about $186,270 at 4% or $124,180 at 6%; with 50% employer match about $124,180 at 4% or $82,787 at 6%; with 100% employer match about $93,135 at 4% or $62,090 at 6%.
Willig, Williams & Davidson Retirement Savings 401(K) Plan-68$14,319,528$425,569$6,258iApproximate average salary by contribution assumption: employee only about $156,459 at 4% or $104,306 at 6%; with 50% employer match about $104,306 at 4% or $69,537 at 6%; with 100% employer match about $78,230 at 4% or $52,153 at 6%.
Willig, Williams & Davidson Money Purchase Pension Plan-28$1,343,647$81,086$2,896iApproximate average salary by contribution assumption: employee only about $72,398 at 4% or $48,265 at 6%; with 50% employer match about $48,265 at 4% or $32,177 at 6%; with 100% employer match about $36,199 at 4% or $24,133 at 6%.
2017261$16,764,531$489,722$8,028iApproximate average salary by contribution assumption: employee only about $200,706 at 4% or $133,804 at 6%; with 50% employer match about $133,804 at 4% or $89,203 at 6%; with 100% employer match about $100,353 at 4% or $66,902 at 6%.
Willig, Williams & Davidson Retirement Savings 401(K) Plan-61$15,289,331$406,736$6,668iApproximate average salary by contribution assumption: employee only about $166,695 at 4% or $111,130 at 6%; with 50% employer match about $111,130 at 4% or $74,087 at 6%; with 100% employer match about $83,348 at 4% or $55,565 at 6%.
Willig, Williams & Davidson Money Purchase Pension Plan-30$1,475,200$82,986$2,766iApproximate average salary by contribution assumption: employee only about $69,155 at 4% or $46,103 at 6%; with 50% employer match about $46,103 at 4% or $30,736 at 6%; with 100% employer match about $34,578 at 4% or $23,052 at 6%.
2016264$15,145,995$485,557$7,587iApproximate average salary by contribution assumption: employee only about $189,671 at 4% or $126,447 at 6%; with 50% employer match about $126,447 at 4% or $84,298 at 6%; with 100% employer match about $94,835 at 4% or $63,224 at 6%.
Willig, Williams & Davidson Retirement Savings 401(K) Plan-64$13,922,595$410,439$6,413iApproximate average salary by contribution assumption: employee only about $160,328 at 4% or $106,885 at 6%; with 50% employer match about $106,885 at 4% or $71,257 at 6%; with 100% employer match about $80,164 at 4% or $53,443 at 6%.
Willig, Williams & Davidson Money Purchase Pension Plan-31$1,223,400$75,118$2,423iApproximate average salary by contribution assumption: employee only about $60,579 at 4% or $40,386 at 6%; with 50% employer match about $40,386 at 4% or $26,924 at 6%; with 100% employer match about $30,290 at 4% or $20,193 at 6%.
2015267$14,483,752$511,739$7,638iApproximate average salary by contribution assumption: employee only about $190,947 at 4% or $127,298 at 6%; with 50% employer match about $127,298 at 4% or $84,866 at 6%; with 100% employer match about $95,474 at 4% or $63,649 at 6%.
Willig, Williams & Davidson Retirement Savings 401(K) Plan-67$13,208,456$438,149$6,540iApproximate average salary by contribution assumption: employee only about $163,488 at 4% or $108,992 at 6%; with 50% employer match about $108,992 at 4% or $72,662 at 6%; with 100% employer match about $81,744 at 4% or $54,496 at 6%.
Willig, Williams & Davidson Money Purchase Pension Plan-30$1,275,296$73,590$2,453iApproximate average salary by contribution assumption: employee only about $61,325 at 4% or $40,883 at 6%; with 50% employer match about $40,883 at 4% or $27,256 at 6%; with 100% employer match about $30,663 at 4% or $20,442 at 6%.
2014269$14,970,446$578,444$8,383iApproximate average salary by contribution assumption: employee only about $209,581 at 4% or $139,721 at 6%; with 50% employer match about $139,721 at 4% or $93,147 at 6%; with 100% employer match about $104,791 at 4% or $69,860 at 6%.
Willig, Williams & Davidson Retirement Savings 401(K) Plan-69$13,672,316$498,350$7,222iApproximate average salary by contribution assumption: employee only about $180,562 at 4% or $120,374 at 6%; with 50% employer match about $120,374 at 4% or $80,250 at 6%; with 100% employer match about $90,281 at 4% or $60,187 at 6%.
Willig, Williams & Davidson Money Purchase Pension Plan-30$1,298,130$80,094$2,670iApproximate average salary by contribution assumption: employee only about $66,745 at 4% or $44,497 at 6%; with 50% employer match about $44,497 at 4% or $29,664 at 6%; with 100% employer match about $33,373 at 4% or $22,248 at 6%.
2013269$14,246,573$1,070,830$15,519iApproximate average salary by contribution assumption: employee only about $387,982 at 4% or $258,655 at 6%; with 50% employer match about $258,655 at 4% or $172,436 at 6%; with 100% employer match about $193,991 at 4% or $129,327 at 6%.
Willig, Williams & Davidson Retirement Savings 401(K) Plan-69$12,973,571$940,267$13,627iApproximate average salary by contribution assumption: employee only about $340,676 at 4% or $227,118 at 6%; with 50% employer match about $227,118 at 4% or $151,412 at 6%; with 100% employer match about $170,338 at 4% or $113,559 at 6%.
Willig, Williams & Davidson Money Purchase Pension Plan-33$1,273,002$130,563$3,956iApproximate average salary by contribution assumption: employee only about $98,911 at 4% or $65,941 at 6%; with 50% employer match about $65,941 at 4% or $43,961 at 6%; with 100% employer match about $49,456 at 4% or $32,970 at 6%.
2012275$11,588,292$608,923$8,119iApproximate average salary by contribution assumption: employee only about $202,974 at 4% or $135,316 at 6%; with 50% employer match about $135,316 at 4% or $90,211 at 6%; with 100% employer match about $101,487 at 4% or $67,658 at 6%.
Willig, Williams & Davidson Retirement Savings 401(K) Plan-75$10,460,020$524,295$6,991iApproximate average salary by contribution assumption: employee only about $174,765 at 4% or $116,510 at 6%; with 50% employer match about $116,510 at 4% or $77,673 at 6%; with 100% employer match about $87,383 at 4% or $58,255 at 6%.
Willig, Williams & Davidson Money Purchase Pension Plan-36$1,128,272$84,628$2,351iApproximate average salary by contribution assumption: employee only about $58,769 at 4% or $39,180 at 6%; with 50% employer match about $39,180 at 4% or $26,120 at 6%; with 100% employer match about $29,385 at 4% or $19,590 at 6%.
2011274$9,891,040$812,562$10,981iApproximate average salary by contribution assumption: employee only about $274,514 at 4% or $183,009 at 6%; with 50% employer match about $183,009 at 4% or $122,006 at 6%; with 100% employer match about $137,257 at 4% or $91,505 at 6%.
Willig, Williams & Davidson Retirement Savings 401(K) Plan-74$8,932,814$727,055$9,825iApproximate average salary by contribution assumption: employee only about $245,627 at 4% or $163,751 at 6%; with 50% employer match about $163,751 at 4% or $109,167 at 6%; with 100% employer match about $122,813 at 4% or $81,876 at 6%.
Willig, Williams & Davidson Money Purchase Pension Plan-36$958,226$85,507$2,375iApproximate average salary by contribution assumption: employee only about $59,380 at 4% or $39,587 at 6%; with 50% employer match about $39,587 at 4% or $26,391 at 6%; with 100% employer match about $29,690 at 4% or $19,793 at 6%.
2010277$9,769,173$528,445$6,863iApproximate average salary by contribution assumption: employee only about $171,573 at 4% or $114,382 at 6%; with 50% employer match about $114,382 at 4% or $76,255 at 6%; with 100% employer match about $85,787 at 4% or $57,191 at 6%.
Willig, Williams & Davidson Retirement Savings 401(K) Plan-77$8,893,723$445,103$5,781iApproximate average salary by contribution assumption: employee only about $144,514 at 4% or $96,343 at 6%; with 50% employer match about $96,343 at 4% or $64,228 at 6%; with 100% employer match about $72,257 at 4% or $48,171 at 6%.
Willig, Williams & Davidson Money Purchase Pension Plan-35$875,450$83,342$2,381iApproximate average salary by contribution assumption: employee only about $59,530 at 4% or $39,687 at 6%; with 50% employer match about $39,687 at 4% or $26,458 at 6%; with 100% employer match about $29,765 at 4% or $19,843 at 6%.
2009268$8,297,723$702,665$10,333iApproximate average salary by contribution assumption: employee only about $258,333 at 4% or $172,222 at 6%; with 50% employer match about $172,222 at 4% or $114,815 at 6%; with 100% employer match about $129,166 at 4% or $86,111 at 6%.
Willig, Williams & Davidson Retirement Savings 401(K) Plan-68$7,489,995$607,085$8,928iApproximate average salary by contribution assumption: employee only about $223,193 at 4% or $148,795 at 6%; with 50% employer match about $148,795 at 4% or $99,197 at 6%; with 100% employer match about $111,597 at 4% or $74,398 at 6%.
Willig, Williams & Davidson Money Purchase Pension Plan-33$807,728$95,580$2,896iApproximate average salary by contribution assumption: employee only about $72,409 at 4% or $48,273 at 6%; with 50% employer match about $48,273 at 4% or $32,182 at 6%; with 100% employer match about $36,205 at 4% or $24,136 at 6%.
2008257$6,207,331$398,196$6,986iApproximate average salary by contribution assumption: employee only about $174,647 at 4% or $116,432 at 6%; with 50% employer match about $116,432 at 4% or $77,621 at 6%; with 100% employer match about $87,324 at 4% or $58,216 at 6%.
Willig, Williams & Davidson Retirement Savings 401(K) Plan-57$5,575,327$383,089$6,721iApproximate average salary by contribution assumption: employee only about $168,021 at 4% or $112,014 at 6%; with 50% employer match about $112,014 at 4% or $74,676 at 6%; with 100% employer match about $84,011 at 4% or $56,007 at 6%.
Willig, Williams & Davidson Money Purchase Pension Plan-25$632,004$15,107$604iApproximate average salary by contribution assumption: employee only about $15,107 at 4% or $10,071 at 6%; with 50% employer match about $10,071 at 4% or $6,714 at 6%; with 100% employer match about $7,553 at 4% or $5,036 at 6%.
2007258$0$0-
Willig, Williams & Davidson Money Purchase Pension Plan-29---
Willig, Williams & Davidson Retirement Savings 401(K) Plan-58---
2006272$7,443,743$441,626$6,134iApproximate average salary by contribution assumption: employee only about $153,342 at 4% or $102,228 at 6%; with 50% employer match about $102,228 at 4% or $68,152 at 6%; with 100% employer match about $76,671 at 4% or $51,114 at 6%.
Willig, Williams & Davidson Retirement Savings 401(K) Plan-72$6,673,496$381,716$5,302iApproximate average salary by contribution assumption: employee only about $132,540 at 4% or $88,360 at 6%; with 50% employer match about $88,360 at 4% or $58,907 at 6%; with 100% employer match about $66,270 at 4% or $44,180 at 6%.
Willig, Williams & Davidson Money Purchase Pension Plan-30$770,247$59,910$1,997iApproximate average salary by contribution assumption: employee only about $49,925 at 4% or $33,283 at 6%; with 50% employer match about $33,283 at 4% or $22,189 at 6%; with 100% employer match about $24,963 at 4% or $16,642 at 6%.
2005275$6,260,768$1,062,227$14,163iApproximate average salary by contribution assumption: employee only about $354,076 at 4% or $236,050 at 6%; with 50% employer match about $236,050 at 4% or $157,367 at 6%; with 100% employer match about $177,038 at 4% or $118,025 at 6%.
Willig, Williams & Davidson Retirement Savings 401(K) Plan-75$5,612,580$933,365$12,445iApproximate average salary by contribution assumption: employee only about $311,122 at 4% or $207,414 at 6%; with 50% employer match about $207,414 at 4% or $138,276 at 6%; with 100% employer match about $155,561 at 4% or $103,707 at 6%.
Willig, Williams & Davidson Money Purchase Pension Plan-33$648,188$128,862$3,905iApproximate average salary by contribution assumption: employee only about $97,623 at 4% or $65,082 at 6%; with 50% employer match about $65,082 at 4% or $43,388 at 6%; with 100% employer match about $48,811 at 4% or $32,541 at 6%.
2004261$4,995,617$646,750$10,602iApproximate average salary by contribution assumption: employee only about $265,061 at 4% or $176,708 at 6%; with 50% employer match about $176,708 at 4% or $117,805 at 6%; with 100% employer match about $132,531 at 4% or $88,354 at 6%.
Willig, Williams & Davidson Retirement Savings 401(K) Plan-61$4,496,795$589,671$9,667iApproximate average salary by contribution assumption: employee only about $241,668 at 4% or $161,112 at 6%; with 50% employer match about $161,112 at 4% or $107,408 at 6%; with 100% employer match about $120,834 at 4% or $80,556 at 6%.
Willig, Williams & Davidson Money Purchase Pension Plan-20$498,822$57,079$2,854iApproximate average salary by contribution assumption: employee only about $71,349 at 4% or $47,566 at 6%; with 50% employer match about $47,566 at 4% or $31,711 at 6%; with 100% employer match about $35,674 at 4% or $23,783 at 6%.
2003281$0$0-
Willig, Williams & Davidson Retirement Savings 401(K) Plan-81---
Willig, Williams & Davidson Money Purchase Pension Plan-21---
2002286$3,180,940$532,771$6,195iApproximate average salary by contribution assumption: employee only about $154,875 at 4% or $103,250 at 6%; with 50% employer match about $103,250 at 4% or $68,833 at 6%; with 100% employer match about $77,438 at 4% or $51,625 at 6%.
Willig, Williams & Davidson Retirement Savings 401(K) Plan-86$2,888,477$496,242$5,770iApproximate average salary by contribution assumption: employee only about $144,256 at 4% or $96,171 at 6%; with 50% employer match about $96,171 at 4% or $64,114 at 6%; with 100% employer match about $72,128 at 4% or $48,085 at 6%.
Willig, Williams & Davidson Money Purchase Pension Plan-21$292,463$36,529$1,739iApproximate average salary by contribution assumption: employee only about $43,487 at 4% or $28,991 at 6%; with 50% employer match about $28,991 at 4% or $19,328 at 6%; with 100% employer match about $21,743 at 4% or $14,496 at 6%.
2001271$280,075$26,430$372iApproximate average salary by contribution assumption: employee only about $9,306 at 4% or $6,204 at 6%; with 50% employer match about $6,204 at 4% or $4,136 at 6%; with 100% employer match about $4,653 at 4% or $3,102 at 6%.
Willig, Williams & Davidson Money Purchase Pension Plan-21$280,075$26,430$1,259iApproximate average salary by contribution assumption: employee only about $31,464 at 4% or $20,976 at 6%; with 50% employer match about $20,976 at 4% or $13,984 at 6%; with 100% employer match about $15,732 at 4% or $10,488 at 6%.
Willig, Williams & Davidson Retirement Savings 401(K) Plan-71---
2000263$0$0-
Willig, Williams & Davidson Retirement Savings 401(K) Plan-63---
Willig, Williams & Davidson Money Purchase Pension Plan-18---
1999287$3,343,983$505,296$5,808iApproximate average salary by contribution assumption: employee only about $145,200 at 4% or $96,800 at 6%; with 50% employer match about $96,800 at 4% or $64,533 at 6%; with 100% employer match about $72,600 at 4% or $48,400 at 6%.
Willig, Williams & Davidson Retirement Savings 401(K) Plan-87$3,100,314$479,894$5,516iApproximate average salary by contribution assumption: employee only about $137,901 at 4% or $91,934 at 6%; with 50% employer match about $91,934 at 4% or $61,289 at 6%; with 100% employer match about $68,950 at 4% or $45,967 at 6%.
Willig, Williams & Davidson Money Purchase Pension Plan-18$243,669$25,402$1,411iApproximate average salary by contribution assumption: employee only about $35,281 at 4% or $23,520 at 6%; with 50% employer match about $23,520 at 4% or $15,680 at 6%; with 100% employer match about $17,640 at 4% or $11,760 at 6%.