Civic Intelligence

Willowtree Management Inc

Plan context: Willowtree Management Inc Profit Sharing Plan

EIN 27-2058698 • Oceanside, CA • 3 filings • 3 plans

422 Helix WayOceanside, CA 92057
Current Snapshot

Latest Year

2012

2012 Participants

2

2012 Assets

$131,431

2012 Contributions

$131,431

Historical Graphs

Total Assets Over Time

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

$131,431$65,716$020102011YearValue
$131,431Latest year 2011

Participants Over Time

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

210201020112012YearValue
2Latest year 2012

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
201212$0$0-
Willowtree Management Inc Profit Sharing Plan-2---
201112$131,431$0-
Willowtree Management Inc Profit Sharing Plan-2$131,431--
201012$131,431$131,431$65,716iApproximate average salary by contribution assumption: employee only about $1,642,888 at 4% or $1,095,258 at 6%; with 50% employer match about $1,095,258 at 4% or $730,172 at 6%; with 100% employer match about $821,444 at 4% or $547,629 at 6%.
Willowtree Management Inc Profit Sharing Plan-2$131,431$131,431$65,716iApproximate average salary by contribution assumption: employee only about $1,642,888 at 4% or $1,095,258 at 6%; with 50% employer match about $1,095,258 at 4% or $730,172 at 6%; with 100% employer match about $821,444 at 4% or $547,629 at 6%.