Civic Intelligence

Willowtree Inc.

Plan context: Willowtree 401(K) Profit Sharing Plan

EIN 26-0422372 • Charlottesville, VA • 20 filings • 4 plans

107 5th Street, SESuite BCharlottesville, VA 22902
Current Snapshot

Latest Year

2024

2024 Participants

669

2024 Assets

$61,836,129

2024 Contributions

$11,492,320

Historical Graphs

Total Assets Over Time

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

$61,836,129$30,918,065$0201420192023YearValue
$61,836,129Latest year 2023

Participants Over Time

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

7953980201420192024YearValue
669Latest 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
20242669$0$11,492,320$17,178iApproximate average salary by contribution assumption: employee only about $429,459 at 4% or $286,306 at 6%; with 50% employer match about $286,306 at 4% or $190,871 at 6%; with 100% employer match about $214,729 at 4% or $143,153 at 6%.
Willowtree 401(K) Profit Sharing Plan-0-$11,492,320-
Willow Tree Inc. Health and Welfare Plan-669---
20232665$61,836,129$14,239,212$21,412iApproximate average salary by contribution assumption: employee only about $535,309 at 4% or $356,872 at 6%; with 50% employer match about $356,872 at 4% or $237,915 at 6%; with 100% employer match about $267,654 at 4% or $178,436 at 6%.
Willowtree 401(K) Profit Sharing Plan-665$61,836,129$14,239,212$21,412iApproximate average salary by contribution assumption: employee only about $535,309 at 4% or $356,872 at 6%; with 50% employer match about $356,872 at 4% or $237,915 at 6%; with 100% employer match about $267,654 at 4% or $178,436 at 6%.
Willow Tree Inc. Health and Welfare Plan-646---
20222795$41,986,842$12,469,745$15,685iApproximate average salary by contribution assumption: employee only about $392,130 at 4% or $261,420 at 6%; with 50% employer match about $261,420 at 4% or $174,280 at 6%; with 100% employer match about $196,065 at 4% or $130,710 at 6%.
Willowtree 401(K) Profit Sharing Plan-795$41,986,842$12,469,745$15,685iApproximate average salary by contribution assumption: employee only about $392,130 at 4% or $261,420 at 6%; with 50% employer match about $261,420 at 4% or $174,280 at 6%; with 100% employer match about $196,065 at 4% or $130,710 at 6%.
Willow Tree Inc. Health and Welfare Plan-702---
20212761$39,898,358$8,756,082$11,506iApproximate average salary by contribution assumption: employee only about $287,651 at 4% or $191,767 at 6%; with 50% employer match about $191,767 at 4% or $127,845 at 6%; with 100% employer match about $143,825 at 4% or $95,884 at 6%.
Willowtree 401(K) Profit Sharing Plan-606$39,898,358$8,756,082$14,449iApproximate average salary by contribution assumption: employee only about $361,225 at 4% or $240,816 at 6%; with 50% employer match about $240,816 at 4% or $160,544 at 6%; with 100% employer match about $180,612 at 4% or $120,408 at 6%.
Willow Tree Inc. Health and Welfare Plan-761---
20202611$27,554,378$7,203,008$11,789iApproximate average salary by contribution assumption: employee only about $294,722 at 4% or $196,481 at 6%; with 50% employer match about $196,481 at 4% or $130,988 at 6%; with 100% employer match about $147,361 at 4% or $98,241 at 6%.
Willowtree 401(K) Profit Sharing Plan-511$27,554,378$7,203,008$14,096iApproximate average salary by contribution assumption: employee only about $352,398 at 4% or $234,932 at 6%; with 50% employer match about $234,932 at 4% or $156,621 at 6%; with 100% employer match about $176,199 at 4% or $117,466 at 6%.
Willow Tree Inc. Health and Welfare Plan-611---
20192406$12,770,577$5,055,994$12,453iApproximate average salary by contribution assumption: employee only about $311,330 at 4% or $207,553 at 6%; with 50% employer match about $207,553 at 4% or $138,369 at 6%; with 100% employer match about $155,665 at 4% or $103,777 at 6%.
Willowtree 401(K) Profit Sharing Plan-362$12,770,577$5,055,994$13,967iApproximate average salary by contribution assumption: employee only about $349,171 at 4% or $232,781 at 6%; with 50% employer match about $232,781 at 4% or $155,187 at 6%; with 100% employer match about $174,585 at 4% or $116,390 at 6%.
Willow Tree Inc. Health and Welfare Plan-406---
20182348$6,230,690$2,702,864$7,767iApproximate average salary by contribution assumption: employee only about $194,171 at 4% or $129,448 at 6%; with 50% employer match about $129,448 at 4% or $86,298 at 6%; with 100% employer match about $97,086 at 4% or $64,724 at 6%.
Willowtree 401(K) Profit Sharing Plan-271$6,230,690$2,702,864$9,974iApproximate average salary by contribution assumption: employee only about $249,342 at 4% or $166,228 at 6%; with 50% employer match about $166,228 at 4% or $110,819 at 6%; with 100% employer match about $124,671 at 4% or $83,114 at 6%.
Willow Tree Inc. Health and Welfare Plan-348---
20172244$4,330,929$1,695,346$6,948iApproximate average salary by contribution assumption: employee only about $173,703 at 4% or $115,802 at 6%; with 50% employer match about $115,802 at 4% or $77,202 at 6%; with 100% employer match about $86,852 at 4% or $57,901 at 6%.
Willowtree 401(K) Profit Sharing Plan-192$4,330,929$1,695,346$8,830iApproximate average salary by contribution assumption: employee only about $220,748 at 4% or $147,165 at 6%; with 50% employer match about $147,165 at 4% or $98,110 at 6%; with 100% employer match about $110,374 at 4% or $73,583 at 6%.
Willow Tree Inc. Health and Welfare Plan-244---
20162189$2,283,187$1,079,560$5,712iApproximate average salary by contribution assumption: employee only about $142,799 at 4% or $95,199 at 6%; with 50% employer match about $95,199 at 4% or $63,466 at 6%; with 100% employer match about $71,399 at 4% or $47,600 at 6%.
Willowtree 401(K) Profit Sharing Plan-148$2,283,187$1,079,560$7,294iApproximate average salary by contribution assumption: employee only about $182,358 at 4% or $121,572 at 6%; with 50% employer match about $121,572 at 4% or $81,048 at 6%; with 100% employer match about $91,179 at 4% or $60,786 at 6%.
Willow Tree Inc. Health and Welfare Plan-189---
2015199$1,101,112$666,083$6,728iApproximate average salary by contribution assumption: employee only about $168,203 at 4% or $112,135 at 6%; with 50% employer match about $112,135 at 4% or $74,757 at 6%; with 100% employer match about $84,101 at 4% or $56,068 at 6%.
Willowtree 401(K) Profit Sharing Plan-99$1,101,112$666,083$6,728iApproximate average salary by contribution assumption: employee only about $168,203 at 4% or $112,135 at 6%; with 50% employer match about $112,135 at 4% or $74,757 at 6%; with 100% employer match about $84,101 at 4% or $56,068 at 6%.
2014171$501,490$497,192$7,003iApproximate average salary by contribution assumption: employee only about $175,068 at 4% or $116,712 at 6%; with 50% employer match about $116,712 at 4% or $77,808 at 6%; with 100% employer match about $87,534 at 4% or $58,356 at 6%.
Willowtree 401(K) Profit Sharing Plan-71$501,490$497,192$7,003iApproximate average salary by contribution assumption: employee only about $175,068 at 4% or $116,712 at 6%; with 50% employer match about $116,712 at 4% or $77,808 at 6%; with 100% employer match about $87,534 at 4% or $58,356 at 6%.