Civic Intelligence

Weitzen and Phillips LLP

Plan context: Weitzen and Phillips LLP Profit Sharing Plan

EIN 33-0346289 • San Diego, CA • 4 filings • 2 plans

12730 High Bluff Drive, Suite 200San Diego, CA 92130
Current Snapshot

Latest Year

2011

2011 Participants

8

2011 Assets

$1,783,582

2011 Contributions

$155,947

Historical Graphs

Total Assets Over Time

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

$1,783,582$891,791$0199920102011YearValue
$1,783,582Latest year 2011

Participants Over Time

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

840199920102011YearValue
8Latest 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
201118$1,783,582$155,947$19,493iApproximate average salary by contribution assumption: employee only about $487,334 at 4% or $324,890 at 6%; with 50% employer match about $324,890 at 4% or $216,593 at 6%; with 100% employer match about $243,667 at 4% or $162,445 at 6%.
Weitzen and Phillips LLP Profit Sharing Plan-8$1,783,582$155,947$19,493iApproximate average salary by contribution assumption: employee only about $487,334 at 4% or $324,890 at 6%; with 50% employer match about $324,890 at 4% or $216,593 at 6%; with 100% employer match about $243,667 at 4% or $162,445 at 6%.
201018$1,718,882$161,997$20,250iApproximate average salary by contribution assumption: employee only about $506,241 at 4% or $337,494 at 6%; with 50% employer match about $337,494 at 4% or $224,996 at 6%; with 100% employer match about $253,120 at 4% or $168,747 at 6%.
Weitzen and Phillips LLP Profit Sharing Plan-8$1,718,882$161,997$20,250iApproximate average salary by contribution assumption: employee only about $506,241 at 4% or $337,494 at 6%; with 50% employer match about $337,494 at 4% or $224,996 at 6%; with 100% employer match about $253,120 at 4% or $168,747 at 6%.
200014$396,864$58,888$14,722iApproximate average salary by contribution assumption: employee only about $368,050 at 4% or $245,367 at 6%; with 50% employer match about $245,367 at 4% or $163,578 at 6%; with 100% employer match about $184,025 at 4% or $122,683 at 6%.
Weitzen and Phillips LLP Profit Sharing Plan-4$396,864$58,888$14,722iApproximate average salary by contribution assumption: employee only about $368,050 at 4% or $245,367 at 6%; with 50% employer match about $245,367 at 4% or $163,578 at 6%; with 100% employer match about $184,025 at 4% or $122,683 at 6%.
199913$313,737$33,653$11,218iApproximate average salary by contribution assumption: employee only about $280,442 at 4% or $186,961 at 6%; with 50% employer match about $186,961 at 4% or $124,641 at 6%; with 100% employer match about $140,221 at 4% or $93,481 at 6%.
Weitzen and Phillips LLP Profit Sharing Plan-3$313,737$33,653$11,218iApproximate average salary by contribution assumption: employee only about $280,442 at 4% or $186,961 at 6%; with 50% employer match about $186,961 at 4% or $124,641 at 6%; with 100% employer match about $140,221 at 4% or $93,481 at 6%.