Civic Intelligence

Willis Case Harwood, Inc.

Plan context: Willis Case Harwood Inc. Tax-Sheltered Savings Plan

EIN 31-0574848 • Dayton, OH • 14 filings • 5 plans

4090 Marshall RoadSuite ADayton, OH 45429
Current Snapshot

Latest Year

2012

2012 Participants

9

2012 Assets

$939,611

2012 Contributions

$1,642

Historical Graphs

Total Assets Over Time

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

$1,232,259$616,130$0199920062011YearValue
$939,611Latest year 2011

Participants Over Time

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

27140199920052011YearValue
9Latest year 2011

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
201210$0$1,642-
Willis Case Harwood Inc. Tax-Sheltered Savings Plan-0$0$1,642-
201119$939,611$7,266$807iApproximate average salary by contribution assumption: employee only about $20,183 at 4% or $13,456 at 6%; with 50% employer match about $13,456 at 4% or $8,970 at 6%; with 100% employer match about $10,092 at 4% or $6,728 at 6%.
Willis Case Harwood Inc. Tax-Sheltered Savings Plan-9$939,611$7,266$807iApproximate average salary by contribution assumption: employee only about $20,183 at 4% or $13,456 at 6%; with 50% employer match about $13,456 at 4% or $8,970 at 6%; with 100% employer match about $10,092 at 4% or $6,728 at 6%.
201019$929,792$11,665$1,296iApproximate average salary by contribution assumption: employee only about $32,403 at 4% or $21,602 at 6%; with 50% employer match about $21,602 at 4% or $14,401 at 6%; with 100% employer match about $16,201 at 4% or $10,801 at 6%.
Willis Case Harwood Inc. Tax-Sheltered Savings Plan-9$929,792$11,665$1,296iApproximate average salary by contribution assumption: employee only about $32,403 at 4% or $21,602 at 6%; with 50% employer match about $21,602 at 4% or $14,401 at 6%; with 100% employer match about $16,201 at 4% or $10,801 at 6%.
200916$852,953$21,267$3,545iApproximate average salary by contribution assumption: employee only about $88,613 at 4% or $59,075 at 6%; with 50% employer match about $59,075 at 4% or $39,383 at 6%; with 100% employer match about $44,306 at 4% or $29,538 at 6%.
Willis Case Harwood Inc. Tax-Sheltered Savings Plan-6$852,953$21,267$3,545iApproximate average salary by contribution assumption: employee only about $88,613 at 4% or $59,075 at 6%; with 50% employer match about $59,075 at 4% or $39,383 at 6%; with 100% employer match about $44,306 at 4% or $29,538 at 6%.
200816$782,849$227,120$37,853iApproximate average salary by contribution assumption: employee only about $946,333 at 4% or $630,889 at 6%; with 50% employer match about $630,889 at 4% or $420,593 at 6%; with 100% employer match about $473,167 at 4% or $315,444 at 6%.
Willis Case Harwood Inc. Tax-Sheltered Savings Plan-6$782,849$227,120$37,853iApproximate average salary by contribution assumption: employee only about $946,333 at 4% or $630,889 at 6%; with 50% employer match about $630,889 at 4% or $420,593 at 6%; with 100% employer match about $473,167 at 4% or $315,444 at 6%.
200717$893,055$21,481$3,069iApproximate average salary by contribution assumption: employee only about $76,718 at 4% or $51,145 at 6%; with 50% employer match about $51,145 at 4% or $34,097 at 6%; with 100% employer match about $38,359 at 4% or $25,573 at 6%.
Willis Case Harwood Inc. Tax-Sheltered Savings Plan-7$893,055$21,481$3,069iApproximate average salary by contribution assumption: employee only about $76,718 at 4% or $51,145 at 6%; with 50% employer match about $51,145 at 4% or $34,097 at 6%; with 100% employer match about $38,359 at 4% or $25,573 at 6%.
200617$849,249$21,389$3,056iApproximate average salary by contribution assumption: employee only about $76,389 at 4% or $50,926 at 6%; with 50% employer match about $50,926 at 4% or $33,951 at 6%; with 100% employer match about $38,195 at 4% or $25,463 at 6%.
WILLIS CASE HARWOOD, INC. SIMPLE 401K PLAN-7$849,249$21,389$3,056iApproximate average salary by contribution assumption: employee only about $76,389 at 4% or $50,926 at 6%; with 50% employer match about $50,926 at 4% or $33,951 at 6%; with 100% employer match about $38,195 at 4% or $25,463 at 6%.
200517$769,197$19,779$2,826iApproximate average salary by contribution assumption: employee only about $70,639 at 4% or $47,093 at 6%; with 50% employer match about $47,093 at 4% or $31,395 at 6%; with 100% employer match about $35,320 at 4% or $23,546 at 6%.
WILLIS CASE HARWOOD, INC. SIMPLE 401K PLAN-7$769,197$19,779$2,826iApproximate average salary by contribution assumption: employee only about $70,639 at 4% or $47,093 at 6%; with 50% employer match about $47,093 at 4% or $31,395 at 6%; with 100% employer match about $35,320 at 4% or $23,546 at 6%.
200418$811,245$20,373$2,547iApproximate average salary by contribution assumption: employee only about $63,666 at 4% or $42,444 at 6%; with 50% employer match about $42,444 at 4% or $28,296 at 6%; with 100% employer match about $31,833 at 4% or $21,222 at 6%.
WILLIS CASE HARWOOD, INC. SIMPLE 401K PLAN-8$811,245$20,373$2,547iApproximate average salary by contribution assumption: employee only about $63,666 at 4% or $42,444 at 6%; with 50% employer match about $42,444 at 4% or $28,296 at 6%; with 100% employer match about $31,833 at 4% or $21,222 at 6%.
2003113$733,092$26,153$2,012iApproximate average salary by contribution assumption: employee only about $50,294 at 4% or $33,529 at 6%; with 50% employer match about $33,529 at 4% or $22,353 at 6%; with 100% employer match about $25,147 at 4% or $16,765 at 6%.
WILLIS CASE HARWOOD, INC. TAX-SHELTERED SAVINGS PLAN-13$733,092$26,153$2,012iApproximate average salary by contribution assumption: employee only about $50,294 at 4% or $33,529 at 6%; with 50% employer match about $33,529 at 4% or $22,353 at 6%; with 100% employer match about $25,147 at 4% or $16,765 at 6%.
2002114$0$0-
WILLIS CASE HARWOOD, INC. TAX-SHELTERED SAVINGS PLAN-14---
2001113$0$0-
WILLIS CASE HARWOOD, INC. TAX-SHELTERED SAVINGS PLAN-13---
2000127$712,541$52,996$1,963iApproximate average salary by contribution assumption: employee only about $49,070 at 4% or $32,714 at 6%; with 50% employer match about $32,714 at 4% or $21,809 at 6%; with 100% employer match about $24,535 at 4% or $16,357 at 6%.
WILLIS CASE HARWOOD, INC. TAX-SHELTERED SAVINGS PLAN-27$712,541$52,996$1,963iApproximate average salary by contribution assumption: employee only about $49,070 at 4% or $32,714 at 6%; with 50% employer match about $32,714 at 4% or $21,809 at 6%; with 100% employer match about $24,535 at 4% or $16,357 at 6%.
1999124$1,232,259$46,517$1,938iApproximate average salary by contribution assumption: employee only about $48,455 at 4% or $32,303 at 6%; with 50% employer match about $32,303 at 4% or $21,536 at 6%; with 100% employer match about $24,228 at 4% or $16,152 at 6%.
Willis Case Harwood Inc. Tax-Sheltered Savings Plan-24$1,232,259$46,517$1,938iApproximate average salary by contribution assumption: employee only about $48,455 at 4% or $32,303 at 6%; with 50% employer match about $32,303 at 4% or $21,536 at 6%; with 100% employer match about $24,228 at 4% or $16,152 at 6%.