Willowtree Ventures Inc.
Plan context: Willowtree Ventures Inc. 401(K) Plan
EIN 27-2189186 • Ashland, OR • 12 filings • 1 plans
Current Snapshot
Latest Year
2021
2021 Participants
2
2021 Assets
$227,541
2021 Contributions
$18,944
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 |
|---|---|---|---|---|---|
| 2021 | 1 | 2 | $227,541 | $18,944 | $9,472iApproximate average salary by contribution assumption: employee only about $236,800 at 4% or $157,867 at 6%; with 50% employer match about $157,867 at 4% or $105,244 at 6%; with 100% employer match about $118,400 at 4% or $78,933 at 6%. |
| Willowtree Ventures Inc. 401(K) Plan | - | 2 | $227,541 | $18,944 | $9,472iApproximate average salary by contribution assumption: employee only about $236,800 at 4% or $157,867 at 6%; with 50% employer match about $157,867 at 4% or $105,244 at 6%; with 100% employer match about $118,400 at 4% or $78,933 at 6%. |
| 2020 | 1 | 3 | $188,011 | $27,141 | $9,047iApproximate average salary by contribution assumption: employee only about $226,175 at 4% or $150,783 at 6%; with 50% employer match about $150,783 at 4% or $100,522 at 6%; with 100% employer match about $113,088 at 4% or $75,392 at 6%. |
| Willowtree Ventures Inc. 401(K) Plan | - | 3 | $188,011 | $27,141 | $9,047iApproximate average salary by contribution assumption: employee only about $226,175 at 4% or $150,783 at 6%; with 50% employer match about $150,783 at 4% or $100,522 at 6%; with 100% employer match about $113,088 at 4% or $75,392 at 6%. |
| 2019 | 1 | 3 | $139,395 | $26,044 | $8,681iApproximate average salary by contribution assumption: employee only about $217,033 at 4% or $144,689 at 6%; with 50% employer match about $144,689 at 4% or $96,459 at 6%; with 100% employer match about $108,517 at 4% or $72,344 at 6%. |
| Willowtree Ventures Inc. 401(K) Plan | - | 3 | $139,395 | $26,044 | $8,681iApproximate average salary by contribution assumption: employee only about $217,033 at 4% or $144,689 at 6%; with 50% employer match about $144,689 at 4% or $96,459 at 6%; with 100% employer match about $108,517 at 4% or $72,344 at 6%. |
| 2018 | 1 | 3 | $114,143 | $30,170 | $10,057iApproximate average salary by contribution assumption: employee only about $251,417 at 4% or $167,611 at 6%; with 50% employer match about $167,611 at 4% or $111,741 at 6%; with 100% employer match about $125,708 at 4% or $83,806 at 6%. |
| Willowtree Ventures Inc. 401(K) Plan | - | 3 | $114,143 | $30,170 | $10,057iApproximate average salary by contribution assumption: employee only about $251,417 at 4% or $167,611 at 6%; with 50% employer match about $167,611 at 4% or $111,741 at 6%; with 100% employer match about $125,708 at 4% or $83,806 at 6%. |
| 2017 | 1 | 3 | $114,105 | $29,623 | $9,874iApproximate average salary by contribution assumption: employee only about $246,858 at 4% or $164,572 at 6%; with 50% employer match about $164,572 at 4% or $109,715 at 6%; with 100% employer match about $123,429 at 4% or $82,286 at 6%. |
| Willowtree Ventures Inc. 401(K) Plan | - | 3 | $114,105 | $29,623 | $9,874iApproximate average salary by contribution assumption: employee only about $246,858 at 4% or $164,572 at 6%; with 50% employer match about $164,572 at 4% or $109,715 at 6%; with 100% employer match about $123,429 at 4% or $82,286 at 6%. |
| 2016 | 1 | 3 | $83,652 | $28,603 | $9,534iApproximate average salary by contribution assumption: employee only about $238,358 at 4% or $158,906 at 6%; with 50% employer match about $158,906 at 4% or $105,937 at 6%; with 100% employer match about $119,179 at 4% or $79,453 at 6%. |
| Willowtree Ventures Inc. 401(K) Plan | - | 3 | $83,652 | $28,603 | $9,534iApproximate average salary by contribution assumption: employee only about $238,358 at 4% or $158,906 at 6%; with 50% employer match about $158,906 at 4% or $105,937 at 6%; with 100% employer match about $119,179 at 4% or $79,453 at 6%. |
| 2015 | 1 | 3 | $90,349 | $27,938 | $9,313iApproximate average salary by contribution assumption: employee only about $232,817 at 4% or $155,211 at 6%; with 50% employer match about $155,211 at 4% or $103,474 at 6%; with 100% employer match about $116,408 at 4% or $77,606 at 6%. |
| Willowtree Ventures Inc. 401(K) Plan | - | 3 | $90,349 | $27,938 | $9,313iApproximate average salary by contribution assumption: employee only about $232,817 at 4% or $155,211 at 6%; with 50% employer match about $155,211 at 4% or $103,474 at 6%; with 100% employer match about $116,408 at 4% or $77,606 at 6%. |
| 2014 | 1 | 3 | $57,271 | $27,611 | $9,204iApproximate average salary by contribution assumption: employee only about $230,092 at 4% or $153,394 at 6%; with 50% employer match about $153,394 at 4% or $102,263 at 6%; with 100% employer match about $115,046 at 4% or $76,697 at 6%. |
| Willowtree Ventures Inc. 401(K) Plan | - | 3 | $57,271 | $27,611 | $9,204iApproximate average salary by contribution assumption: employee only about $230,092 at 4% or $153,394 at 6%; with 50% employer match about $153,394 at 4% or $102,263 at 6%; with 100% employer match about $115,046 at 4% or $76,697 at 6%. |
| 2013 | 1 | 3 | $240,398 | $28,280 | $9,427iApproximate average salary by contribution assumption: employee only about $235,667 at 4% or $157,111 at 6%; with 50% employer match about $157,111 at 4% or $104,741 at 6%; with 100% employer match about $117,833 at 4% or $78,556 at 6%. |
| Willowtree Ventures Inc. 401(K) Plan | - | 3 | $240,398 | $28,280 | $9,427iApproximate average salary by contribution assumption: employee only about $235,667 at 4% or $157,111 at 6%; with 50% employer match about $157,111 at 4% or $104,741 at 6%; with 100% employer match about $117,833 at 4% or $78,556 at 6%. |
| 2012 | 1 | 3 | $416,213 | $0 | - |
| Willowtree Ventures Inc. 401(K) Plan | - | 3 | $416,213 | - | - |
| 2011 | 1 | 1 | $265,030 | $0 | - |
| Willowtree Ventures Inc. 401(K) Plan | - | 1 | $265,030 | - | - |
| 2010 | 1 | 1 | $283,388 | $300,523 | $300,523iApproximate average salary by contribution assumption: employee only about $7,513,075 at 4% or $5,008,717 at 6%; with 50% employer match about $5,008,717 at 4% or $3,339,144 at 6%; with 100% employer match about $3,756,538 at 4% or $2,504,358 at 6%. |
| Willowtree Ventures Inc. 401(K) Plan | - | 1 | $283,388 | $300,523 | $300,523iApproximate average salary by contribution assumption: employee only about $7,513,075 at 4% or $5,008,717 at 6%; with 50% employer match about $5,008,717 at 4% or $3,339,144 at 6%; with 100% employer match about $3,756,538 at 4% or $2,504,358 at 6%. |