Civic Intelligence

Frank Wilson & Associates Inc.

Plan context: Frank Wilson & Associates Inc. Profit Sharing & 401K Plan

EIN 33-0119608 • San Juan Capistrano, CA • 16 filings • 2 plans

30900 Rancho Viejo Road, Suite 155San Juan Capistrano, CA 92675
Current Snapshot

Latest Year

2014

2014 Participants

5

2014 Assets

$178,044

2014 Contributions

$11,000

Historical Graphs

Total Assets Over Time

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

$642,506$321,253$0199920072013YearValue
$178,044Latest year 2013

Participants Over Time

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

1160199920062013YearValue
5Latest year 2013

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
201410$0$0-
Frank Wilson & Associates Inc. Profit Sharing & 401K Plan-0$0--
201315$178,044$0-
Frank Wilson & Associates Inc. Profit Sharing & 401K Plan-5$178,044--
201215$176,512$11,000$2,200iApproximate average salary by contribution assumption: employee only about $55,000 at 4% or $36,667 at 6%; with 50% employer match about $36,667 at 4% or $24,444 at 6%; with 100% employer match about $27,500 at 4% or $18,333 at 6%.
Frank Wilson & Associates Inc. Profit Sharing & 401K Plan-5$176,512$11,000$2,200iApproximate average salary by contribution assumption: employee only about $55,000 at 4% or $36,667 at 6%; with 50% employer match about $36,667 at 4% or $24,444 at 6%; with 100% employer match about $27,500 at 4% or $18,333 at 6%.
201115$149,319$0-
Frank Wilson & Associates Inc. Profit Sharing & 401K Plan-5$149,319$0-
201015$127,961$5,500$1,100iApproximate average salary by contribution assumption: employee only about $27,500 at 4% or $18,333 at 6%; with 50% employer match about $18,333 at 4% or $12,222 at 6%; with 100% employer match about $13,750 at 4% or $9,167 at 6%.
Frank Wilson & Associates Inc. Profit Sharing & 401K Plan-5$127,961$5,500$1,100iApproximate average salary by contribution assumption: employee only about $27,500 at 4% or $18,333 at 6%; with 50% employer match about $18,333 at 4% or $12,222 at 6%; with 100% employer match about $13,750 at 4% or $9,167 at 6%.
200916$113,184$116,990$19,498iApproximate average salary by contribution assumption: employee only about $487,458 at 4% or $324,972 at 6%; with 50% employer match about $324,972 at 4% or $216,648 at 6%; with 100% employer match about $243,729 at 4% or $162,486 at 6%.
Frank Wilson & Associates Inc. Profit Sharing & 401K Plan-6$113,184$116,990$19,498iApproximate average salary by contribution assumption: employee only about $487,458 at 4% or $324,972 at 6%; with 50% employer match about $324,972 at 4% or $216,648 at 6%; with 100% employer match about $243,729 at 4% or $162,486 at 6%.
200812$0$5,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
Frank Wilson & Associates Inc. Profit Sharing & 401K Plan-2-$5,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
200712$642,506$0-
Frank Wilson & Associates Inc. Profit Sharing & 401K Plan-2$642,506--
200613$579,064$75,455$25,152iApproximate average salary by contribution assumption: employee only about $628,792 at 4% or $419,194 at 6%; with 50% employer match about $419,194 at 4% or $279,463 at 6%; with 100% employer match about $314,396 at 4% or $209,597 at 6%.
Frank Wilson & Associates Inc. Profit Sharing & 401K Plan-3$579,064$75,455$25,152iApproximate average salary by contribution assumption: employee only about $628,792 at 4% or $419,194 at 6%; with 50% employer match about $419,194 at 4% or $279,463 at 6%; with 100% employer match about $314,396 at 4% or $209,597 at 6%.
200512$445,038$18,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
Frank Wilson & Associates Inc. Profit Sharing & 401K Plan-2$445,038$18,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
200413$421,782$27,630$9,210iApproximate average salary by contribution assumption: employee only about $230,250 at 4% or $153,500 at 6%; with 50% employer match about $153,500 at 4% or $102,333 at 6%; with 100% employer match about $115,125 at 4% or $76,750 at 6%.
Frank Wilson & Associates Inc. Profit Sharing & 401K Plan-3$421,782$27,630$9,210iApproximate average salary by contribution assumption: employee only about $230,250 at 4% or $153,500 at 6%; with 50% employer match about $153,500 at 4% or $102,333 at 6%; with 100% employer match about $115,125 at 4% or $76,750 at 6%.
200314$386,735$1,575$394iApproximate average salary by contribution assumption: employee only about $9,844 at 4% or $6,563 at 6%; with 50% employer match about $6,563 at 4% or $4,375 at 6%; with 100% employer match about $4,922 at 4% or $3,281 at 6%.
Frank Wilson & Associates Inc. Profit Sharing & 401K Plan-4$386,735$1,575$394iApproximate average salary by contribution assumption: employee only about $9,844 at 4% or $6,563 at 6%; with 50% employer match about $6,563 at 4% or $4,375 at 6%; with 100% employer match about $4,922 at 4% or $3,281 at 6%.
200217$0$0-
Frank Wilson & Associates Inc. Profit Sharing & 401K Plan-7---
200115$0$0-
Frank Wilson & Associates Inc. Profit Sharing & 401K Plan-5---
2000111$314,055$60,559$5,505iApproximate average salary by contribution assumption: employee only about $137,634 at 4% or $91,756 at 6%; with 50% employer match about $91,756 at 4% or $61,171 at 6%; with 100% employer match about $68,817 at 4% or $45,878 at 6%.
Frank Wilson & Associates Inc. Profit Sharing & 401K Plan-11$314,055$60,559$5,505iApproximate average salary by contribution assumption: employee only about $137,634 at 4% or $91,756 at 6%; with 50% employer match about $91,756 at 4% or $61,171 at 6%; with 100% employer match about $68,817 at 4% or $45,878 at 6%.
199918$304,420$69,708$8,714iApproximate average salary by contribution assumption: employee only about $217,838 at 4% or $145,225 at 6%; with 50% employer match about $145,225 at 4% or $96,817 at 6%; with 100% employer match about $108,919 at 4% or $72,613 at 6%.
Frank Wilson & Associates Inc. Profit Sharing & 401K Plan-8$304,420$69,708$8,714iApproximate average salary by contribution assumption: employee only about $217,838 at 4% or $145,225 at 6%; with 50% employer match about $145,225 at 4% or $96,817 at 6%; with 100% employer match about $108,919 at 4% or $72,613 at 6%.