Civic Intelligence

Long & Williamson

Plan context: Long & Williamson Profit Sharing Plan

EIN 33-0441748 • Santa Ana, CA • 26 filings • 5 plans

400 North Tustin Avenue, Suite 370Santa Ana, CA 92705
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$1,743,788

2024 Contributions

$81,149

Historical Graphs

Total Assets Over Time

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

$1,937,549$968,775$0199920122024YearValue
$1,743,788Latest year 2024

Participants Over Time

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

1680199920122024YearValue
8Latest year 2024

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
202418$1,743,788$81,149$10,144iApproximate average salary by contribution assumption: employee only about $253,591 at 4% or $169,060 at 6%; with 50% employer match about $169,060 at 4% or $112,707 at 6%; with 100% employer match about $126,795 at 4% or $84,530 at 6%.
Long & Williamson Profit Sharing Plan-8$1,743,788$81,149$10,144iApproximate average salary by contribution assumption: employee only about $253,591 at 4% or $169,060 at 6%; with 50% employer match about $169,060 at 4% or $112,707 at 6%; with 100% employer match about $126,795 at 4% or $84,530 at 6%.
202319$1,555,156$65,129$7,237iApproximate average salary by contribution assumption: employee only about $180,914 at 4% or $120,609 at 6%; with 50% employer match about $120,609 at 4% or $80,406 at 6%; with 100% employer match about $90,457 at 4% or $60,305 at 6%.
Long & Williamson Profit Sharing Plan-9$1,555,156$65,129$7,237iApproximate average salary by contribution assumption: employee only about $180,914 at 4% or $120,609 at 6%; with 50% employer match about $120,609 at 4% or $80,406 at 6%; with 100% employer match about $90,457 at 4% or $60,305 at 6%.
202217$1,266,837$29,544$4,221iApproximate average salary by contribution assumption: employee only about $105,514 at 4% or $70,343 at 6%; with 50% employer match about $70,343 at 4% or $46,895 at 6%; with 100% employer match about $52,757 at 4% or $35,171 at 6%.
Long & Williamson Profit Sharing Plan-7$1,266,837$29,544$4,221iApproximate average salary by contribution assumption: employee only about $105,514 at 4% or $70,343 at 6%; with 50% employer match about $70,343 at 4% or $46,895 at 6%; with 100% employer match about $52,757 at 4% or $35,171 at 6%.
202116$1,567,502$0-
Long & Williamson Profit Sharing Plan-6$1,567,502$0-
202016$1,365,606$0-
Long & Williamson Profit Sharing Plan-6$1,365,606$0-
201917$1,197,704$0-
Long & Williamson Profit Sharing Plan-7$1,197,704$0-
201817$963,073$0-
Long & Williamson Profit Sharing Plan-7$963,073$0-
201718$1,649,121$0-
Long & Williamson Profit Sharing Plan-8$1,649,121$0-
201618$1,422,068$0-
Long & Williamson Profit Sharing Plan-8$1,422,068$0-
201519$1,371,105$0-
Long & Williamson Profit Sharing Plan-9$1,371,105$0-
2014110$1,447,689$0-
Long & Williamson Profit Sharing Plan-10$1,447,689$0-
2013110$1,445,424$0-
Long & Williamson Profit Sharing Plan-10$1,445,424$0-
2012112$1,314,017$0-
Long & Williamson Profit Sharing Plan-12$1,314,017$0-
2011112$1,195,552$0-
Long & Williamson Profit Sharing Plan-12$1,195,552$0-
2010116$1,937,549$110,001$6,875iApproximate average salary by contribution assumption: employee only about $171,877 at 4% or $114,584 at 6%; with 50% employer match about $114,584 at 4% or $76,390 at 6%; with 100% employer match about $85,938 at 4% or $57,292 at 6%.
Long & Williamson Profit Sharing Plan-16$1,937,549$110,001$6,875iApproximate average salary by contribution assumption: employee only about $171,877 at 4% or $114,584 at 6%; with 50% employer match about $114,584 at 4% or $76,390 at 6%; with 100% employer match about $85,938 at 4% or $57,292 at 6%.
2009116$1,658,156$0-
Long & Williamson Profit Sharing Plan-16$1,658,156--
2008114$1,334,614$256,228$18,302iApproximate average salary by contribution assumption: employee only about $457,550 at 4% or $305,033 at 6%; with 50% employer match about $305,033 at 4% or $203,356 at 6%; with 100% employer match about $228,775 at 4% or $152,517 at 6%.
Long & Williamson Profit Sharing Plan-14$1,334,614$256,228$18,302iApproximate average salary by contribution assumption: employee only about $457,550 at 4% or $305,033 at 6%; with 50% employer match about $305,033 at 4% or $203,356 at 6%; with 100% employer match about $228,775 at 4% or $152,517 at 6%.
2007112$0$0-
Long & Williamson Profit Sharing Plan-12---
2006115$1,455,314$206,706$13,780iApproximate average salary by contribution assumption: employee only about $344,510 at 4% or $229,673 at 6%; with 50% employer match about $229,673 at 4% or $153,116 at 6%; with 100% employer match about $172,255 at 4% or $114,837 at 6%.
Long & Williamson Profit Sharing Plan-15$1,455,314$206,706$13,780iApproximate average salary by contribution assumption: employee only about $344,510 at 4% or $229,673 at 6%; with 50% employer match about $229,673 at 4% or $153,116 at 6%; with 100% employer match about $172,255 at 4% or $114,837 at 6%.
2005114$1,169,166$208,253$14,875iApproximate average salary by contribution assumption: employee only about $371,880 at 4% or $247,920 at 6%; with 50% employer match about $247,920 at 4% or $165,280 at 6%; with 100% employer match about $185,940 at 4% or $123,960 at 6%.
Long & Williamson Profit Sharing Plan-14$1,169,166$208,253$14,875iApproximate average salary by contribution assumption: employee only about $371,880 at 4% or $247,920 at 6%; with 50% employer match about $247,920 at 4% or $165,280 at 6%; with 100% employer match about $185,940 at 4% or $123,960 at 6%.
2004114$895,883$195,459$13,961iApproximate average salary by contribution assumption: employee only about $349,034 at 4% or $232,689 at 6%; with 50% employer match about $232,689 at 4% or $155,126 at 6%; with 100% employer match about $174,517 at 4% or $116,345 at 6%.
Long & Williamson Profit Sharing Plan-14$895,883$195,459$13,961iApproximate average salary by contribution assumption: employee only about $349,034 at 4% or $232,689 at 6%; with 50% employer match about $232,689 at 4% or $155,126 at 6%; with 100% employer match about $174,517 at 4% or $116,345 at 6%.
2003113$641,714$170,964$13,151iApproximate average salary by contribution assumption: employee only about $328,777 at 4% or $219,185 at 6%; with 50% employer match about $219,185 at 4% or $146,123 at 6%; with 100% employer match about $164,388 at 4% or $109,592 at 6%.
Long & Williamson Profit Sharing Plan-13$641,714$170,964$13,151iApproximate average salary by contribution assumption: employee only about $328,777 at 4% or $219,185 at 6%; with 50% employer match about $219,185 at 4% or $146,123 at 6%; with 100% employer match about $164,388 at 4% or $109,592 at 6%.
2002110$357,514$120,607$12,061iApproximate average salary by contribution assumption: employee only about $301,518 at 4% or $201,012 at 6%; with 50% employer match about $201,012 at 4% or $134,008 at 6%; with 100% employer match about $150,759 at 4% or $100,506 at 6%.
Long & Williamson Profit Sharing Plan-10$357,514$120,607$12,061iApproximate average salary by contribution assumption: employee only about $301,518 at 4% or $201,012 at 6%; with 50% employer match about $201,012 at 4% or $134,008 at 6%; with 100% employer match about $150,759 at 4% or $100,506 at 6%.
2001110$307,940$109,072$10,907iApproximate average salary by contribution assumption: employee only about $272,680 at 4% or $181,787 at 6%; with 50% employer match about $181,787 at 4% or $121,191 at 6%; with 100% employer match about $136,340 at 4% or $90,893 at 6%.
Long & Williamson Profit Sharing Plan-10$307,940$109,072$10,907iApproximate average salary by contribution assumption: employee only about $272,680 at 4% or $181,787 at 6%; with 50% employer match about $181,787 at 4% or $121,191 at 6%; with 100% employer match about $136,340 at 4% or $90,893 at 6%.
2000111$233,504$80,633$7,330iApproximate average salary by contribution assumption: employee only about $183,257 at 4% or $122,171 at 6%; with 50% employer match about $122,171 at 4% or $81,447 at 6%; with 100% employer match about $91,628 at 4% or $61,086 at 6%.
Long & Williamson Profit Sharing Plan-11$233,504$80,633$7,330iApproximate average salary by contribution assumption: employee only about $183,257 at 4% or $122,171 at 6%; with 50% employer match about $122,171 at 4% or $81,447 at 6%; with 100% employer match about $91,628 at 4% or $61,086 at 6%.
1999110$172,671$74,321$7,432iApproximate average salary by contribution assumption: employee only about $185,803 at 4% or $123,868 at 6%; with 50% employer match about $123,868 at 4% or $82,579 at 6%; with 100% employer match about $92,901 at 4% or $61,934 at 6%.
Long & Williamson Profit Sharing Plan-10$172,671$74,321$7,432iApproximate average salary by contribution assumption: employee only about $185,803 at 4% or $123,868 at 6%; with 50% employer match about $123,868 at 4% or $82,579 at 6%; with 100% employer match about $92,901 at 4% or $61,934 at 6%.
Long & Williamson | EIN 33-0441748 | 2024 Form 5500 Company Profile