Civic Intelligence

Woolley Robertson Group Inc.

Plan context: Woolley Robertson Group Inc. 401(K) Plan

EIN 26-3512777 • Huntington Beach, CA • 7 filings • 2 plans

123 Main St Ste 201Huntington Beach, CA 92648
Current Snapshot

Latest Year

2021

2021 Participants

34

2021 Assets

$1,550,659

2021 Contributions

$232,588

Historical Graphs

Total Assets Over Time

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

$1,550,659$775,330$0201520182020YearValue
$1,550,659Latest year 2020

Participants Over Time

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

34170201520182020YearValue
34Latest year 2020

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
202110$0$0-
Woolley Robertson Group Inc. 401(K) Plan-0$0--
2020134$1,550,659$232,588$6,841iApproximate average salary by contribution assumption: employee only about $171,021 at 4% or $114,014 at 6%; with 50% employer match about $114,014 at 4% or $76,009 at 6%; with 100% employer match about $85,510 at 4% or $57,007 at 6%.
Woolley Robertson Group Inc. 401(K) Plan-34$1,550,659$232,588$6,841iApproximate average salary by contribution assumption: employee only about $171,021 at 4% or $114,014 at 6%; with 50% employer match about $114,014 at 4% or $76,009 at 6%; with 100% employer match about $85,510 at 4% or $57,007 at 6%.
2019130$1,116,482$279,412$9,314iApproximate average salary by contribution assumption: employee only about $232,843 at 4% or $155,229 at 6%; with 50% employer match about $155,229 at 4% or $103,486 at 6%; with 100% employer match about $116,422 at 4% or $77,614 at 6%.
Woolley Robertson Group Inc. 401(K) Plan-30$1,116,482$279,412$9,314iApproximate average salary by contribution assumption: employee only about $232,843 at 4% or $155,229 at 6%; with 50% employer match about $155,229 at 4% or $103,486 at 6%; with 100% employer match about $116,422 at 4% or $77,614 at 6%.
2018128$679,375$268,362$9,584iApproximate average salary by contribution assumption: employee only about $239,609 at 4% or $159,739 at 6%; with 50% employer match about $159,739 at 4% or $106,493 at 6%; with 100% employer match about $119,804 at 4% or $79,870 at 6%.
Woolley Robertson Group Inc. 401(K) Plan-28$679,375$268,362$9,584iApproximate average salary by contribution assumption: employee only about $239,609 at 4% or $159,739 at 6%; with 50% employer match about $159,739 at 4% or $106,493 at 6%; with 100% employer match about $119,804 at 4% or $79,870 at 6%.
2017123$482,443$247,406$10,757iApproximate average salary by contribution assumption: employee only about $268,920 at 4% or $179,280 at 6%; with 50% employer match about $179,280 at 4% or $119,520 at 6%; with 100% employer match about $134,460 at 4% or $89,640 at 6%.
Woolley Robertson Group Inc. 401(K) Plan-23$482,443$247,406$10,757iApproximate average salary by contribution assumption: employee only about $268,920 at 4% or $179,280 at 6%; with 50% employer match about $179,280 at 4% or $119,520 at 6%; with 100% employer match about $134,460 at 4% or $89,640 at 6%.
2016120$182,119$104,731$5,237iApproximate average salary by contribution assumption: employee only about $130,914 at 4% or $87,276 at 6%; with 50% employer match about $87,276 at 4% or $58,184 at 6%; with 100% employer match about $65,457 at 4% or $43,638 at 6%.
Woolley Robertson Group Inc. 401(K) Plan-20$182,119$104,731$5,237iApproximate average salary by contribution assumption: employee only about $130,914 at 4% or $87,276 at 6%; with 50% employer match about $87,276 at 4% or $58,184 at 6%; with 100% employer match about $65,457 at 4% or $43,638 at 6%.
2015117$70,888$72,011$4,236iApproximate average salary by contribution assumption: employee only about $105,899 at 4% or $70,599 at 6%; with 50% employer match about $70,599 at 4% or $47,066 at 6%; with 100% employer match about $52,949 at 4% or $35,300 at 6%.
Woolley Robertson Group Inc. 401(K) Plan-17$70,888$72,011$4,236iApproximate average salary by contribution assumption: employee only about $105,899 at 4% or $70,599 at 6%; with 50% employer match about $70,599 at 4% or $47,066 at 6%; with 100% employer match about $52,949 at 4% or $35,300 at 6%.