Civic Intelligence

Willis Depasquale LLP

Plan context: Willis Depasquale LLP 401(K) Plan

EIN 27-0399135 • Santa Ana, CA • 7 filings • 2 plans

3 Hutton Centre Drive9th FloorSanta Ana, CA 92707
Current Snapshot

Latest Year

2015

2015 Participants

22

2015 Assets

$1,608,079

2015 Contributions

$140,561

Historical Graphs

Total Assets Over Time

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

$1,608,079$804,040$0200920122014YearValue
$1,608,079Latest year 2014

Participants Over Time

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

27140200920122014YearValue
22Latest year 2014

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
201510$0$0-
Willis Depasquale LLP 401(K) Plan-0$0$0-
2014122$1,608,079$140,561$6,389iApproximate average salary by contribution assumption: employee only about $159,728 at 4% or $106,486 at 6%; with 50% employer match about $106,486 at 4% or $70,990 at 6%; with 100% employer match about $79,864 at 4% or $53,243 at 6%.
Willis Depasquale LLP 401(K) Plan-22$1,608,079$140,561$6,389iApproximate average salary by contribution assumption: employee only about $159,728 at 4% or $106,486 at 6%; with 50% employer match about $106,486 at 4% or $70,990 at 6%; with 100% employer match about $79,864 at 4% or $53,243 at 6%.
2013124$1,452,304$206,543$8,606iApproximate average salary by contribution assumption: employee only about $215,149 at 4% or $143,433 at 6%; with 50% employer match about $143,433 at 4% or $95,622 at 6%; with 100% employer match about $107,574 at 4% or $71,716 at 6%.
Willis Depasquale LLP 401(K) Plan-24$1,452,304$206,543$8,606iApproximate average salary by contribution assumption: employee only about $215,149 at 4% or $143,433 at 6%; with 50% employer match about $143,433 at 4% or $95,622 at 6%; with 100% employer match about $107,574 at 4% or $71,716 at 6%.
2012127$1,141,081$303,483$11,240iApproximate average salary by contribution assumption: employee only about $281,003 at 4% or $187,335 at 6%; with 50% employer match about $187,335 at 4% or $124,890 at 6%; with 100% employer match about $140,501 at 4% or $93,668 at 6%.
Willis Depasquale LLP 401(K) Plan-27$1,141,081$303,483$11,240iApproximate average salary by contribution assumption: employee only about $281,003 at 4% or $187,335 at 6%; with 50% employer match about $187,335 at 4% or $124,890 at 6%; with 100% employer match about $140,501 at 4% or $93,668 at 6%.
2011120$757,654$185,521$9,276iApproximate average salary by contribution assumption: employee only about $231,901 at 4% or $154,601 at 6%; with 50% employer match about $154,601 at 4% or $103,067 at 6%; with 100% employer match about $115,951 at 4% or $77,300 at 6%.
Willis Depasquale LLP 401(K) Plan-20$757,654$185,521$9,276iApproximate average salary by contribution assumption: employee only about $231,901 at 4% or $154,601 at 6%; with 50% employer match about $154,601 at 4% or $103,067 at 6%; with 100% employer match about $115,951 at 4% or $77,300 at 6%.
2010116$599,195$504,058$31,504iApproximate average salary by contribution assumption: employee only about $787,591 at 4% or $525,060 at 6%; with 50% employer match about $525,060 at 4% or $350,040 at 6%; with 100% employer match about $393,795 at 4% or $262,530 at 6%.
Willis Depasquale LLP 401(K) Plan-16$599,195$504,058$31,504iApproximate average salary by contribution assumption: employee only about $787,591 at 4% or $525,060 at 6%; with 50% employer match about $525,060 at 4% or $350,040 at 6%; with 100% employer match about $393,795 at 4% or $262,530 at 6%.
200918$25,636$25,373$3,172iApproximate average salary by contribution assumption: employee only about $79,291 at 4% or $52,860 at 6%; with 50% employer match about $52,860 at 4% or $35,240 at 6%; with 100% employer match about $39,645 at 4% or $26,430 at 6%.
Willis Depasquale LLP 401(K) Plan-8$25,636$25,373$3,172iApproximate average salary by contribution assumption: employee only about $79,291 at 4% or $52,860 at 6%; with 50% employer match about $52,860 at 4% or $35,240 at 6%; with 100% employer match about $39,645 at 4% or $26,430 at 6%.