Civic Intelligence

W HOLDINGS LLC

Plan context: W HOLDINGS LLC 401(K) PROFIT SHARING PLAN & TRUST

EIN 27-1839746 • San Diego, CA • 10 filings • 2 plans

7675 Dagget St Ste 300San Diego, CA 92111-2260
Current Snapshot

Latest Year

2025

2025 Participants

25

2025 Assets

$1,091,341

2025 Contributions

$108,357

Historical Graphs

Total Assets Over Time

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

$1,091,341$545,671$0201620212025YearValue
$1,091,341Latest year 2025

Participants Over Time

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

2371190201620212025YearValue
25Latest year 2025

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
2025125$1,091,341$108,357$4,334iApproximate average salary by contribution assumption: employee only about $108,357 at 4% or $72,238 at 6%; with 50% employer match about $72,238 at 4% or $48,159 at 6%; with 100% employer match about $54,178 at 4% or $36,119 at 6%.
W HOLDINGS LLC 401(K) PROFIT SHARING PLAN & TRUST-25$1,091,341$108,357$4,334iApproximate average salary by contribution assumption: employee only about $108,357 at 4% or $72,238 at 6%; with 50% employer match about $72,238 at 4% or $48,159 at 6%; with 100% employer match about $54,178 at 4% or $36,119 at 6%.
2024123$855,894$97,071$4,220iApproximate average salary by contribution assumption: employee only about $105,512 at 4% or $70,341 at 6%; with 50% employer match about $70,341 at 4% or $46,894 at 6%; with 100% employer match about $52,756 at 4% or $35,171 at 6%.
W HOLDINGS LLC 401(K) PROFIT SHARING PLAN & TRUST-23$855,894$97,071$4,220iApproximate average salary by contribution assumption: employee only about $105,512 at 4% or $70,341 at 6%; with 50% employer match about $70,341 at 4% or $46,894 at 6%; with 100% employer match about $52,756 at 4% or $35,171 at 6%.
2023137$769,968$75,116$2,030iApproximate average salary by contribution assumption: employee only about $50,754 at 4% or $33,836 at 6%; with 50% employer match about $33,836 at 4% or $22,557 at 6%; with 100% employer match about $25,377 at 4% or $16,918 at 6%.
W HOLDINGS LLC 401(K) PROFIT SHARING PLAN & TRUST-37$769,968$75,116$2,030iApproximate average salary by contribution assumption: employee only about $50,754 at 4% or $33,836 at 6%; with 50% employer match about $33,836 at 4% or $22,557 at 6%; with 100% employer match about $25,377 at 4% or $16,918 at 6%.
20221237$596,454$79,272$334iApproximate average salary by contribution assumption: employee only about $8,362 at 4% or $5,575 at 6%; with 50% employer match about $5,575 at 4% or $3,716 at 6%; with 100% employer match about $4,181 at 4% or $2,787 at 6%.
W HOLDINGS LLC 401(K) PROFIT SHARING PLAN & TRUST-237$596,454$79,272$334iApproximate average salary by contribution assumption: employee only about $8,362 at 4% or $5,575 at 6%; with 50% employer match about $5,575 at 4% or $3,716 at 6%; with 100% employer match about $4,181 at 4% or $2,787 at 6%.
2021157$640,684$85,023$1,492iApproximate average salary by contribution assumption: employee only about $37,291 at 4% or $24,861 at 6%; with 50% employer match about $24,861 at 4% or $16,574 at 6%; with 100% employer match about $18,645 at 4% or $12,430 at 6%.
W HOLDINGS LLC 401(K) PROFIT SHARING PLAN & TRUST-57$640,684$85,023$1,492iApproximate average salary by contribution assumption: employee only about $37,291 at 4% or $24,861 at 6%; with 50% employer match about $24,861 at 4% or $16,574 at 6%; with 100% employer match about $18,645 at 4% or $12,430 at 6%.
202018$422,542$69,754$8,719iApproximate average salary by contribution assumption: employee only about $217,981 at 4% or $145,321 at 6%; with 50% employer match about $145,321 at 4% or $96,881 at 6%; with 100% employer match about $108,991 at 4% or $72,660 at 6%.
W HOLDINGS LLC 401(K) PROFIT SHARING PLAN & TRUST-8$422,542$69,754$8,719iApproximate average salary by contribution assumption: employee only about $217,981 at 4% or $145,321 at 6%; with 50% employer match about $145,321 at 4% or $96,881 at 6%; with 100% employer match about $108,991 at 4% or $72,660 at 6%.
201918$318,482$73,599$9,200iApproximate average salary by contribution assumption: employee only about $229,997 at 4% or $153,331 at 6%; with 50% employer match about $153,331 at 4% or $102,221 at 6%; with 100% employer match about $114,998 at 4% or $76,666 at 6%.
W HOLDINGS LLC 401(K) PROFIT SHARING PLAN & TRUST-8$318,482$73,599$9,200iApproximate average salary by contribution assumption: employee only about $229,997 at 4% or $153,331 at 6%; with 50% employer match about $153,331 at 4% or $102,221 at 6%; with 100% employer match about $114,998 at 4% or $76,666 at 6%.
201817$196,144$67,074$9,582iApproximate average salary by contribution assumption: employee only about $239,550 at 4% or $159,700 at 6%; with 50% employer match about $159,700 at 4% or $106,467 at 6%; with 100% employer match about $119,775 at 4% or $79,850 at 6%.
W HOLDINGS LLC 401 K PROFIT SHARING PLAN TRUST-7$196,144$67,074$9,582iApproximate average salary by contribution assumption: employee only about $239,550 at 4% or $159,700 at 6%; with 50% employer match about $159,700 at 4% or $106,467 at 6%; with 100% employer match about $119,775 at 4% or $79,850 at 6%.
201717$140,094$60,675$8,668iApproximate average salary by contribution assumption: employee only about $216,696 at 4% or $144,464 at 6%; with 50% employer match about $144,464 at 4% or $96,310 at 6%; with 100% employer match about $108,348 at 4% or $72,232 at 6%.
W HOLDINGS LLC 401 K PROFIT SHARING PLAN TRUST-7$140,094$60,675$8,668iApproximate average salary by contribution assumption: employee only about $216,696 at 4% or $144,464 at 6%; with 50% employer match about $144,464 at 4% or $96,310 at 6%; with 100% employer match about $108,348 at 4% or $72,232 at 6%.
201617$63,250$60,728$8,675iApproximate average salary by contribution assumption: employee only about $216,886 at 4% or $144,590 at 6%; with 50% employer match about $144,590 at 4% or $96,394 at 6%; with 100% employer match about $108,443 at 4% or $72,295 at 6%.
W HOLDINGS LLC 401 K PROFIT SHARING PLAN TRUST-7$63,250$60,728$8,675iApproximate average salary by contribution assumption: employee only about $216,886 at 4% or $144,590 at 6%; with 50% employer match about $144,590 at 4% or $96,394 at 6%; with 100% employer match about $108,443 at 4% or $72,295 at 6%.
W HOLDINGS LLC | EIN 27-1839746 | 2025 Form 5500 Company Profile