Civic Intelligence

Wilson Getty LLP

Plan context: Wilson Getty LLP 401 K Profit Sharing Plan Trust

EIN 27-2396658 • San Diego, CA • 28 filings • 4 plans

12555 High Bluff Dr Ste 270San Diego, CA 92130-2056
Current Snapshot

Latest Year

2025

2025 Participants

36

2025 Assets

$4,872,509

2025 Contributions

$293,814

Historical Graphs

Total Assets Over Time

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

$7,178,902$3,589,451$0201020182025YearValue
$4,872,509Latest year 2025

Participants Over Time

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

43220201020182025YearValue
36Latest 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
2025136$4,872,509$293,814$8,162iApproximate average salary by contribution assumption: employee only about $204,038 at 4% or $136,025 at 6%; with 50% employer match about $136,025 at 4% or $90,683 at 6%; with 100% employer match about $102,019 at 4% or $68,013 at 6%.
Wilson Getty LLP 401 K Profit Sharing Plan Trust-36$4,872,509$293,814$8,162iApproximate average salary by contribution assumption: employee only about $204,038 at 4% or $136,025 at 6%; with 50% employer match about $136,025 at 4% or $90,683 at 6%; with 100% employer match about $102,019 at 4% or $68,013 at 6%.
2024343$7,178,902$819,830$19,066iApproximate average salary by contribution assumption: employee only about $476,645 at 4% or $317,764 at 6%; with 50% employer match about $317,764 at 4% or $211,842 at 6%; with 100% employer match about $238,323 at 4% or $158,882 at 6%.
Wilson Getty LLP 401 K Profit Sharing Plan Trust-43$4,061,470$264,853$6,159iApproximate average salary by contribution assumption: employee only about $153,984 at 4% or $102,656 at 6%; with 50% employer match about $102,656 at 4% or $68,437 at 6%; with 100% employer match about $76,992 at 4% or $51,328 at 6%.
WILSON GETTY, LLP CASH BALANCE PLAN-19$1,887,475$318,318$16,754iApproximate average salary by contribution assumption: employee only about $418,839 at 4% or $279,226 at 6%; with 50% employer match about $279,226 at 4% or $186,151 at 6%; with 100% employer match about $209,420 at 4% or $139,613 at 6%.
WILSON GETTY, LLP PROFIT SHARING PLAN-32$1,229,957$236,659$7,396iApproximate average salary by contribution assumption: employee only about $184,890 at 4% or $123,260 at 6%; with 50% employer match about $123,260 at 4% or $82,173 at 6%; with 100% employer match about $92,445 at 4% or $61,630 at 6%.
2023343$6,238,280$868,611$20,200iApproximate average salary by contribution assumption: employee only about $505,006 at 4% or $336,671 at 6%; with 50% employer match about $336,671 at 4% or $224,447 at 6%; with 100% employer match about $252,503 at 4% or $168,335 at 6%.
Wilson Getty LLP 401 K Profit Sharing Plan Trust-43$3,779,240$293,771$6,832iApproximate average salary by contribution assumption: employee only about $170,797 at 4% or $113,865 at 6%; with 50% employer match about $113,865 at 4% or $75,910 at 6%; with 100% employer match about $85,399 at 4% or $56,932 at 6%.
WILSON GETTY, LLP CASH BALANCE PLAN-20$1,498,623$326,706$16,335iApproximate average salary by contribution assumption: employee only about $408,383 at 4% or $272,255 at 6%; with 50% employer match about $272,255 at 4% or $181,503 at 6%; with 100% employer match about $204,191 at 4% or $136,128 at 6%.
WILSON GETTY, LLP PROFIT SHARING PLAN-33$960,417$248,134$7,519iApproximate average salary by contribution assumption: employee only about $187,980 at 4% or $125,320 at 6%; with 50% employer match about $125,320 at 4% or $83,547 at 6%; with 100% employer match about $93,990 at 4% or $62,660 at 6%.
2022341$5,067,379$781,559$19,062iApproximate average salary by contribution assumption: employee only about $476,560 at 4% or $317,707 at 6%; with 50% employer match about $317,707 at 4% or $211,805 at 6%; with 100% employer match about $238,280 at 4% or $158,853 at 6%.
Wilson Getty LLP 401 K Profit Sharing Plan Trust-41$3,274,643$299,668$7,309iApproximate average salary by contribution assumption: employee only about $182,724 at 4% or $121,816 at 6%; with 50% employer match about $121,816 at 4% or $81,211 at 6%; with 100% employer match about $91,362 at 4% or $60,908 at 6%.
WILSON GETTY, LLP CASH BALANCE PLAN-17$1,115,923$305,188$17,952iApproximate average salary by contribution assumption: employee only about $448,806 at 4% or $299,204 at 6%; with 50% employer match about $299,204 at 4% or $199,469 at 6%; with 100% employer match about $224,403 at 4% or $149,602 at 6%.
WILSON GETTY, LLP PROFIT SHARING PLAN-29$676,813$176,703$6,093iApproximate average salary by contribution assumption: employee only about $152,330 at 4% or $101,553 at 6%; with 50% employer match about $101,553 at 4% or $67,702 at 6%; with 100% employer match about $76,165 at 4% or $50,777 at 6%.
2021338$5,017,680$759,345$19,983iApproximate average salary by contribution assumption: employee only about $499,569 at 4% or $333,046 at 6%; with 50% employer match about $333,046 at 4% or $222,031 at 6%; with 100% employer match about $249,785 at 4% or $166,523 at 6%.
Wilson Getty LLP 401 K Profit Sharing Plan Trust-38$3,671,007$245,117$6,450iApproximate average salary by contribution assumption: employee only about $161,261 at 4% or $107,507 at 6%; with 50% employer match about $107,507 at 4% or $71,672 at 6%; with 100% employer match about $80,631 at 4% or $53,754 at 6%.
WILSON GETTY, LLP CASH BALANCE PLAN-18$833,340$291,486$16,194iApproximate average salary by contribution assumption: employee only about $404,842 at 4% or $269,894 at 6%; with 50% employer match about $269,894 at 4% or $179,930 at 6%; with 100% employer match about $202,421 at 4% or $134,947 at 6%.
WILSON GETTY, LLP PROFIT SHARING PLAN-27$513,333$222,742$8,250iApproximate average salary by contribution assumption: employee only about $206,243 at 4% or $137,495 at 6%; with 50% employer match about $137,495 at 4% or $91,663 at 6%; with 100% employer match about $103,121 at 4% or $68,748 at 6%.
2020330$3,796,342$787,582$26,253iApproximate average salary by contribution assumption: employee only about $656,318 at 4% or $437,546 at 6%; with 50% employer match about $437,546 at 4% or $291,697 at 6%; with 100% employer match about $328,159 at 4% or $218,773 at 6%.
Wilson Getty LLP 401 K Profit Sharing Plan Trust-30$2,963,968$364,052$12,135iApproximate average salary by contribution assumption: employee only about $303,377 at 4% or $202,251 at 6%; with 50% employer match about $202,251 at 4% or $134,834 at 6%; with 100% employer match about $151,688 at 4% or $101,126 at 6%.
WILSON GETTY, LLP CASH BALANCE PLAN-15$541,804$275,761$18,384iApproximate average salary by contribution assumption: employee only about $459,602 at 4% or $306,401 at 6%; with 50% employer match about $306,401 at 4% or $204,267 at 6%; with 100% employer match about $229,801 at 4% or $153,201 at 6%.
WILSON GETTY, LLP PROFIT SHARING PLAN-20$290,570$147,769$7,388iApproximate average salary by contribution assumption: employee only about $184,711 at 4% or $123,141 at 6%; with 50% employer match about $123,141 at 4% or $82,094 at 6%; with 100% employer match about $92,356 at 4% or $61,570 at 6%.
2019326$2,612,406$785,701$30,219iApproximate average salary by contribution assumption: employee only about $755,482 at 4% or $503,654 at 6%; with 50% employer match about $503,654 at 4% or $335,770 at 6%; with 100% employer match about $377,741 at 4% or $251,827 at 6%.
Wilson Getty LLP 401 K Profit Sharing Plan Trust-26$2,203,581$376,876$14,495iApproximate average salary by contribution assumption: employee only about $362,381 at 4% or $241,587 at 6%; with 50% employer match about $241,587 at 4% or $161,058 at 6%; with 100% employer match about $181,190 at 4% or $120,794 at 6%.
WILSON GETTY, LLP CASH BALANCE PLAN-11$266,031$266,031$24,185iApproximate average salary by contribution assumption: employee only about $604,616 at 4% or $403,077 at 6%; with 50% employer match about $403,077 at 4% or $268,718 at 6%; with 100% employer match about $302,308 at 4% or $201,539 at 6%.
WILSON GETTY, LLP PROFIT SHARING PLAN-12$142,794$142,794$11,900iApproximate average salary by contribution assumption: employee only about $297,488 at 4% or $198,325 at 6%; with 50% employer match about $198,325 at 4% or $132,217 at 6%; with 100% employer match about $148,744 at 4% or $99,163 at 6%.
2018121$1,542,637$244,146$11,626iApproximate average salary by contribution assumption: employee only about $290,650 at 4% or $193,767 at 6%; with 50% employer match about $193,767 at 4% or $129,178 at 6%; with 100% employer match about $145,325 at 4% or $96,883 at 6%.
Wilson Getty LLP 401 K Profit Sharing Plan Trust-21$1,542,637$244,146$11,626iApproximate average salary by contribution assumption: employee only about $290,650 at 4% or $193,767 at 6%; with 50% employer match about $193,767 at 4% or $129,178 at 6%; with 100% employer match about $145,325 at 4% or $96,883 at 6%.
2017120$1,753,325$230,448$11,522iApproximate average salary by contribution assumption: employee only about $288,060 at 4% or $192,040 at 6%; with 50% employer match about $192,040 at 4% or $128,027 at 6%; with 100% employer match about $144,030 at 4% or $96,020 at 6%.
Wilson Getty LLP 401 K Profit Sharing Plan Trust-20$1,753,325$230,448$11,522iApproximate average salary by contribution assumption: employee only about $288,060 at 4% or $192,040 at 6%; with 50% employer match about $192,040 at 4% or $128,027 at 6%; with 100% employer match about $144,030 at 4% or $96,020 at 6%.
2016117$1,315,560$210,023$12,354iApproximate average salary by contribution assumption: employee only about $308,857 at 4% or $205,905 at 6%; with 50% employer match about $205,905 at 4% or $137,270 at 6%; with 100% employer match about $154,429 at 4% or $102,952 at 6%.
Wilson Getty LLP 401 K Profit Sharing Plan Trust-17$1,315,560$210,023$12,354iApproximate average salary by contribution assumption: employee only about $308,857 at 4% or $205,905 at 6%; with 50% employer match about $205,905 at 4% or $137,270 at 6%; with 100% employer match about $154,429 at 4% or $102,952 at 6%.
2015118$1,025,414$220,151$12,231iApproximate average salary by contribution assumption: employee only about $305,765 at 4% or $203,844 at 6%; with 50% employer match about $203,844 at 4% or $135,896 at 6%; with 100% employer match about $152,883 at 4% or $101,922 at 6%.
Wilson Getty LLP 401 K Profit Sharing Plan Trust-18$1,025,414$220,151$12,231iApproximate average salary by contribution assumption: employee only about $305,765 at 4% or $203,844 at 6%; with 50% employer match about $203,844 at 4% or $135,896 at 6%; with 100% employer match about $152,883 at 4% or $101,922 at 6%.
2014116$845,979$215,757$13,485iApproximate average salary by contribution assumption: employee only about $337,120 at 4% or $224,747 at 6%; with 50% employer match about $224,747 at 4% or $149,831 at 6%; with 100% employer match about $168,560 at 4% or $112,373 at 6%.
Wilson Getty LLP 401 K Profit Sharing Plan Trust-16$845,979$215,757$13,485iApproximate average salary by contribution assumption: employee only about $337,120 at 4% or $224,747 at 6%; with 50% employer match about $224,747 at 4% or $149,831 at 6%; with 100% employer match about $168,560 at 4% or $112,373 at 6%.
2013113$613,787$161,393$12,415iApproximate average salary by contribution assumption: employee only about $310,371 at 4% or $206,914 at 6%; with 50% employer match about $206,914 at 4% or $137,943 at 6%; with 100% employer match about $155,186 at 4% or $103,457 at 6%.
Wilson Getty LLP 401 K Profit Sharing Plan Trust-13$613,787$161,393$12,415iApproximate average salary by contribution assumption: employee only about $310,371 at 4% or $206,914 at 6%; with 50% employer match about $206,914 at 4% or $137,943 at 6%; with 100% employer match about $155,186 at 4% or $103,457 at 6%.
2012112$451,513$193,240$16,103iApproximate average salary by contribution assumption: employee only about $402,583 at 4% or $268,389 at 6%; with 50% employer match about $268,389 at 4% or $178,926 at 6%; with 100% employer match about $201,292 at 4% or $134,194 at 6%.
Wilson Getty LLP 401 K Profit Sharing Plan Trust-12$451,513$193,240$16,103iApproximate average salary by contribution assumption: employee only about $402,583 at 4% or $268,389 at 6%; with 50% employer match about $268,389 at 4% or $178,926 at 6%; with 100% employer match about $201,292 at 4% or $134,194 at 6%.
2011111$229,559$20,595$1,872iApproximate average salary by contribution assumption: employee only about $46,807 at 4% or $31,205 at 6%; with 50% employer match about $31,205 at 4% or $20,803 at 6%; with 100% employer match about $23,403 at 4% or $15,602 at 6%.
Wilson Getty LLP 401 K Profit Sharing Plan Trust-11$229,559$20,595$1,872iApproximate average salary by contribution assumption: employee only about $46,807 at 4% or $31,205 at 6%; with 50% employer match about $31,205 at 4% or $20,803 at 6%; with 100% employer match about $23,403 at 4% or $15,602 at 6%.
2010110$225,800$63,313$6,331iApproximate average salary by contribution assumption: employee only about $158,283 at 4% or $105,522 at 6%; with 50% employer match about $105,522 at 4% or $70,348 at 6%; with 100% employer match about $79,141 at 4% or $52,761 at 6%.
Wilson Getty LLP 401 K Profit Sharing Plan Trust-10$225,800$63,313$6,331iApproximate average salary by contribution assumption: employee only about $158,283 at 4% or $105,522 at 6%; with 50% employer match about $105,522 at 4% or $70,348 at 6%; with 100% employer match about $79,141 at 4% or $52,761 at 6%.
Wilson Getty LLP | EIN 27-2396658 | 2025 Form 5500 Company Profile