Ward & Associates Management
Plan context: Ward Associates Management 401 K Profit Sharing Plan Trust
EIN 26-2909097 • Pacifica, CA • 9 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
72
2024 Assets
$931,282
2024 Contributions
$114,638
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 72 | $931,282 | $114,638 | $1,592iApproximate average salary by contribution assumption: employee only about $39,805 at 4% or $26,537 at 6%; with 50% employer match about $26,537 at 4% or $17,691 at 6%; with 100% employer match about $19,902 at 4% or $13,268 at 6%. |
| Ward Associates Management 401 K Profit Sharing Plan Trust | - | 72 | $931,282 | $114,638 | $1,592iApproximate average salary by contribution assumption: employee only about $39,805 at 4% or $26,537 at 6%; with 50% employer match about $26,537 at 4% or $17,691 at 6%; with 100% employer match about $19,902 at 4% or $13,268 at 6%. |
| 2023 | 1 | 94 | $774,868 | $73,985 | $787iApproximate average salary by contribution assumption: employee only about $19,677 at 4% or $13,118 at 6%; with 50% employer match about $13,118 at 4% or $8,745 at 6%; with 100% employer match about $9,838 at 4% or $6,559 at 6%. |
| Ward Associates Management 401 K Profit Sharing Plan Trust | - | 94 | $774,868 | $73,985 | $787iApproximate average salary by contribution assumption: employee only about $19,677 at 4% or $13,118 at 6%; with 50% employer match about $13,118 at 4% or $8,745 at 6%; with 100% employer match about $9,838 at 4% or $6,559 at 6%. |
| 2022 | 1 | 79 | $615,465 | $61,016 | $772iApproximate average salary by contribution assumption: employee only about $19,309 at 4% or $12,873 at 6%; with 50% employer match about $12,873 at 4% or $8,582 at 6%; with 100% employer match about $9,654 at 4% or $6,436 at 6%. |
| Ward Associates Management 401 K Profit Sharing Plan Trust | - | 79 | $615,465 | $61,016 | $772iApproximate average salary by contribution assumption: employee only about $19,309 at 4% or $12,873 at 6%; with 50% employer match about $12,873 at 4% or $8,582 at 6%; with 100% employer match about $9,654 at 4% or $6,436 at 6%. |
| 2021 | 1 | 64 | $691,064 | $544,917 | $8,514iApproximate average salary by contribution assumption: employee only about $212,858 at 4% or $141,905 at 6%; with 50% employer match about $141,905 at 4% or $94,604 at 6%; with 100% employer match about $106,429 at 4% or $70,953 at 6%. |
| Ward Associates Management 401 K Profit Sharing Plan Trust | - | 64 | $691,064 | $544,917 | $8,514iApproximate average salary by contribution assumption: employee only about $212,858 at 4% or $141,905 at 6%; with 50% employer match about $141,905 at 4% or $94,604 at 6%; with 100% employer match about $106,429 at 4% or $70,953 at 6%. |
| 2020 | 1 | 41 | $113,647 | $40,802 | $995iApproximate average salary by contribution assumption: employee only about $24,879 at 4% or $16,586 at 6%; with 50% employer match about $16,586 at 4% or $11,057 at 6%; with 100% employer match about $12,440 at 4% or $8,293 at 6%. |
| Ward Associates Management 401 K Profit Sharing Plan Trust | - | 41 | $113,647 | $40,802 | $995iApproximate average salary by contribution assumption: employee only about $24,879 at 4% or $16,586 at 6%; with 50% employer match about $16,586 at 4% or $11,057 at 6%; with 100% employer match about $12,440 at 4% or $8,293 at 6%. |
| 2019 | 1 | 28 | $77,195 | $25,627 | $915iApproximate average salary by contribution assumption: employee only about $22,881 at 4% or $15,254 at 6%; with 50% employer match about $15,254 at 4% or $10,169 at 6%; with 100% employer match about $11,441 at 4% or $7,627 at 6%. |
| Ward Associates Management 401 K Profit Sharing Plan Trust | - | 28 | $77,195 | $25,627 | $915iApproximate average salary by contribution assumption: employee only about $22,881 at 4% or $15,254 at 6%; with 50% employer match about $15,254 at 4% or $10,169 at 6%; with 100% employer match about $11,441 at 4% or $7,627 at 6%. |
| 2018 | 1 | 25 | $41,901 | $21,999 | $880iApproximate average salary by contribution assumption: employee only about $21,999 at 4% or $14,666 at 6%; with 50% employer match about $14,666 at 4% or $9,777 at 6%; with 100% employer match about $11,000 at 4% or $7,333 at 6%. |
| Ward Associates Management 401 K Profit Sharing Plan Trust | - | 25 | $41,901 | $21,999 | $880iApproximate average salary by contribution assumption: employee only about $21,999 at 4% or $14,666 at 6%; with 50% employer match about $14,666 at 4% or $9,777 at 6%; with 100% employer match about $11,000 at 4% or $7,333 at 6%. |
| 2017 | 1 | 16 | $22,288 | $16,409 | $1,026iApproximate average salary by contribution assumption: employee only about $25,639 at 4% or $17,093 at 6%; with 50% employer match about $17,093 at 4% or $11,395 at 6%; with 100% employer match about $12,820 at 4% or $8,546 at 6%. |
| Ward Associates Management 401 K Profit Sharing Plan Trust | - | 16 | $22,288 | $16,409 | $1,026iApproximate average salary by contribution assumption: employee only about $25,639 at 4% or $17,093 at 6%; with 50% employer match about $17,093 at 4% or $11,395 at 6%; with 100% employer match about $12,820 at 4% or $8,546 at 6%. |
| 2016 | 1 | 8 | $7,882 | $7,838 | $980iApproximate average salary by contribution assumption: employee only about $24,494 at 4% or $16,329 at 6%; with 50% employer match about $16,329 at 4% or $10,886 at 6%; with 100% employer match about $12,247 at 4% or $8,165 at 6%. |
| Ward Associates Management 401 K Profit Sharing Plan Trust | - | 8 | $7,882 | $7,838 | $980iApproximate average salary by contribution assumption: employee only about $24,494 at 4% or $16,329 at 6%; with 50% employer match about $16,329 at 4% or $10,886 at 6%; with 100% employer match about $12,247 at 4% or $8,165 at 6%. |