Civic Intelligence

Willis & Kaplan Inc.

Plan context: Willis & Kaplan Inc. Profit Sharing & 401K Plan

EIN 36-3285828 • 10 filings • 3 plans

Current Snapshot

Latest Year

2009

2009 Participants

9

2009 Assets

$710,049

2009 Contributions

$52,489

Historical Graphs

Total Assets Over Time

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

$710,049$355,025$0199920052009YearValue
$710,049Latest year 2009

Participants Over Time

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

1790199920052009YearValue
9Latest year 2009

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
200919$710,049$52,489$5,832iApproximate average salary by contribution assumption: employee only about $145,803 at 4% or $97,202 at 6%; with 50% employer match about $97,202 at 4% or $64,801 at 6%; with 100% employer match about $72,901 at 4% or $48,601 at 6%.
Willis & Kaplan Inc. Profit Sharing & 401K Plan-9$710,049$52,489$5,832iApproximate average salary by contribution assumption: employee only about $145,803 at 4% or $97,202 at 6%; with 50% employer match about $97,202 at 4% or $64,801 at 6%; with 100% employer match about $72,901 at 4% or $48,601 at 6%.
200818$521,824$29,524$3,691iApproximate average salary by contribution assumption: employee only about $92,263 at 4% or $61,508 at 6%; with 50% employer match about $61,508 at 4% or $41,006 at 6%; with 100% employer match about $46,131 at 4% or $30,754 at 6%.
Willis & Kaplan Inc. Profit Sharing & 401K Plan-8$521,824$29,524$3,691iApproximate average salary by contribution assumption: employee only about $92,263 at 4% or $61,508 at 6%; with 50% employer match about $61,508 at 4% or $41,006 at 6%; with 100% employer match about $46,131 at 4% or $30,754 at 6%.
200718$0$0-
Willis & Kaplan Inc. Profit Sharing & 401K Plan-8---
200618$687,083$42,206$5,276iApproximate average salary by contribution assumption: employee only about $131,894 at 4% or $87,929 at 6%; with 50% employer match about $87,929 at 4% or $58,619 at 6%; with 100% employer match about $65,947 at 4% or $43,965 at 6%.
Willis & Kaplan Inc. Profit Sharing & 401K Plan-8$687,083$42,206$5,276iApproximate average salary by contribution assumption: employee only about $131,894 at 4% or $87,929 at 6%; with 50% employer match about $87,929 at 4% or $58,619 at 6%; with 100% employer match about $65,947 at 4% or $43,965 at 6%.
200518$695,215$42,864$5,358iApproximate average salary by contribution assumption: employee only about $133,950 at 4% or $89,300 at 6%; with 50% employer match about $89,300 at 4% or $59,533 at 6%; with 100% employer match about $66,975 at 4% or $44,650 at 6%.
Willis & Kaplan Inc. Profit Sharing & 401K Plan-8$695,215$42,864$5,358iApproximate average salary by contribution assumption: employee only about $133,950 at 4% or $89,300 at 6%; with 50% employer match about $89,300 at 4% or $59,533 at 6%; with 100% employer match about $66,975 at 4% or $44,650 at 6%.
2003110$603,049$55,403$5,540iApproximate average salary by contribution assumption: employee only about $138,508 at 4% or $92,338 at 6%; with 50% employer match about $92,338 at 4% or $61,559 at 6%; with 100% employer match about $69,254 at 4% or $46,169 at 6%.
Willis & Kaplan Inc. Profit Sharing & 401K Plan-10$603,049$55,403$5,540iApproximate average salary by contribution assumption: employee only about $138,508 at 4% or $92,338 at 6%; with 50% employer match about $92,338 at 4% or $61,559 at 6%; with 100% employer match about $69,254 at 4% or $46,169 at 6%.
2002117$497,681$94,163$5,539iApproximate average salary by contribution assumption: employee only about $138,475 at 4% or $92,317 at 6%; with 50% employer match about $92,317 at 4% or $61,544 at 6%; with 100% employer match about $69,238 at 4% or $46,158 at 6%.
Willis & Kaplan Inc. Profit Sharing & 401K Plan-17$497,681$94,163$5,539iApproximate average salary by contribution assumption: employee only about $138,475 at 4% or $92,317 at 6%; with 50% employer match about $92,317 at 4% or $61,544 at 6%; with 100% employer match about $69,238 at 4% or $46,158 at 6%.
2001114$0$0-
Willis & Kaplan Inc. Profit Sharing & 401K Plan-14---
2000112$442,934$54,029$4,502iApproximate average salary by contribution assumption: employee only about $112,560 at 4% or $75,040 at 6%; with 50% employer match about $75,040 at 4% or $50,027 at 6%; with 100% employer match about $56,280 at 4% or $37,520 at 6%.
Willis & Kaplan Inc. Profit Sharing & 401K Plan-12$442,934$54,029$4,502iApproximate average salary by contribution assumption: employee only about $112,560 at 4% or $75,040 at 6%; with 50% employer match about $75,040 at 4% or $50,027 at 6%; with 100% employer match about $56,280 at 4% or $37,520 at 6%.
199919$418,719$60,840$6,760iApproximate average salary by contribution assumption: employee only about $169,000 at 4% or $112,667 at 6%; with 50% employer match about $112,667 at 4% or $75,111 at 6%; with 100% employer match about $84,500 at 4% or $56,333 at 6%.
Willis & Kaplan Inc. Profit Sharing & 401K Plan-9$418,719$60,840$6,760iApproximate average salary by contribution assumption: employee only about $169,000 at 4% or $112,667 at 6%; with 50% employer match about $112,667 at 4% or $75,111 at 6%; with 100% employer match about $84,500 at 4% or $56,333 at 6%.