Civic Intelligence

Willson Insurance Agency

Plan context: Philip G. Willson Profit Sharing Plan

EIN 38-2216054 • Kalamazoo, MI • 14 filings • 2 plans

2350 Westchester LaneKalamazoo, MI 49008
Current Snapshot

Latest Year

2012

2012 Participants

3

2012 Assets

$137,474

2012 Contributions

$15,800

Historical Graphs

Total Assets Over Time

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

$1,027,206$513,603$0199920062012YearValue
$137,474Latest year 2012

Participants Over Time

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

630199920062012YearValue
3Latest year 2012

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
201213$137,474$15,800$5,267iApproximate average salary by contribution assumption: employee only about $131,667 at 4% or $87,778 at 6%; with 50% employer match about $87,778 at 4% or $58,519 at 6%; with 100% employer match about $65,833 at 4% or $43,889 at 6%.
Philip G. Willson Profit Sharing Plan-3$137,474$15,800$5,267iApproximate average salary by contribution assumption: employee only about $131,667 at 4% or $87,778 at 6%; with 50% employer match about $87,778 at 4% or $58,519 at 6%; with 100% employer match about $65,833 at 4% or $43,889 at 6%.
201115$267,240$21,208$4,242iApproximate average salary by contribution assumption: employee only about $106,040 at 4% or $70,693 at 6%; with 50% employer match about $70,693 at 4% or $47,129 at 6%; with 100% employer match about $53,020 at 4% or $35,347 at 6%.
Philip G. Willson Profit Sharing Plan-5$267,240$21,208$4,242iApproximate average salary by contribution assumption: employee only about $106,040 at 4% or $70,693 at 6%; with 50% employer match about $70,693 at 4% or $47,129 at 6%; with 100% employer match about $53,020 at 4% or $35,347 at 6%.
201016$255,147$27,734$4,622iApproximate average salary by contribution assumption: employee only about $115,558 at 4% or $77,039 at 6%; with 50% employer match about $77,039 at 4% or $51,359 at 6%; with 100% employer match about $57,779 at 4% or $38,519 at 6%.
Philip G. Willson Profit Sharing Plan-6$255,147$27,734$4,622iApproximate average salary by contribution assumption: employee only about $115,558 at 4% or $77,039 at 6%; with 50% employer match about $77,039 at 4% or $51,359 at 6%; with 100% employer match about $57,779 at 4% or $38,519 at 6%.
200916$886,091$38,491$6,415iApproximate average salary by contribution assumption: employee only about $160,379 at 4% or $106,919 at 6%; with 50% employer match about $106,919 at 4% or $71,280 at 6%; with 100% employer match about $80,190 at 4% or $53,460 at 6%.
Philip G. Willson Profit Sharing Plan-6$886,091$38,491$6,415iApproximate average salary by contribution assumption: employee only about $160,379 at 4% or $106,919 at 6%; with 50% employer match about $106,919 at 4% or $71,280 at 6%; with 100% employer match about $80,190 at 4% or $53,460 at 6%.
200816$737,526$39,114$6,519iApproximate average salary by contribution assumption: employee only about $162,975 at 4% or $108,650 at 6%; with 50% employer match about $108,650 at 4% or $72,433 at 6%; with 100% employer match about $81,488 at 4% or $54,325 at 6%.
Philip G. Willson Profit Sharing Plan-6$737,526$39,114$6,519iApproximate average salary by contribution assumption: employee only about $162,975 at 4% or $108,650 at 6%; with 50% employer match about $108,650 at 4% or $72,433 at 6%; with 100% employer match about $81,488 at 4% or $54,325 at 6%.
200716$1,027,206$36,438$6,073iApproximate average salary by contribution assumption: employee only about $151,825 at 4% or $101,217 at 6%; with 50% employer match about $101,217 at 4% or $67,478 at 6%; with 100% employer match about $75,913 at 4% or $50,608 at 6%.
Philip G. Willson Profit Sharing Plan-6$1,027,206$36,438$6,073iApproximate average salary by contribution assumption: employee only about $151,825 at 4% or $101,217 at 6%; with 50% employer match about $101,217 at 4% or $67,478 at 6%; with 100% employer match about $75,913 at 4% or $50,608 at 6%.
200616$941,945$34,600$5,767iApproximate average salary by contribution assumption: employee only about $144,167 at 4% or $96,111 at 6%; with 50% employer match about $96,111 at 4% or $64,074 at 6%; with 100% employer match about $72,083 at 4% or $48,056 at 6%.
Philip G. Willson Profit Sharing Plan-6$941,945$34,600$5,767iApproximate average salary by contribution assumption: employee only about $144,167 at 4% or $96,111 at 6%; with 50% employer match about $96,111 at 4% or $64,074 at 6%; with 100% employer match about $72,083 at 4% or $48,056 at 6%.
200516$784,960$21,000$3,500iApproximate average salary by contribution assumption: employee only about $87,500 at 4% or $58,333 at 6%; with 50% employer match about $58,333 at 4% or $38,889 at 6%; with 100% employer match about $43,750 at 4% or $29,167 at 6%.
Philip G. Willson Profit Sharing Plan-6$784,960$21,000$3,500iApproximate average salary by contribution assumption: employee only about $87,500 at 4% or $58,333 at 6%; with 50% employer match about $58,333 at 4% or $38,889 at 6%; with 100% employer match about $43,750 at 4% or $29,167 at 6%.
200415$715,443$40,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
Philip G. Willson Profit Sharing Plan-5$715,443$40,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
200315$632,871$34,384$6,877iApproximate average salary by contribution assumption: employee only about $171,920 at 4% or $114,613 at 6%; with 50% employer match about $114,613 at 4% or $76,409 at 6%; with 100% employer match about $85,960 at 4% or $57,307 at 6%.
Philip G. Willson Profit Sharing Plan-5$632,871$34,384$6,877iApproximate average salary by contribution assumption: employee only about $171,920 at 4% or $114,613 at 6%; with 50% employer match about $114,613 at 4% or $76,409 at 6%; with 100% employer match about $85,960 at 4% or $57,307 at 6%.
200215$556,456$0-
Philip G. Willson Profit Sharing Plan-5$556,456--
200115$0$0-
Philip G. Willson Profit Sharing Plan-5---
200015$667,442$20,912$4,182iApproximate average salary by contribution assumption: employee only about $104,560 at 4% or $69,707 at 6%; with 50% employer match about $69,707 at 4% or $46,471 at 6%; with 100% employer match about $52,280 at 4% or $34,853 at 6%.
Philip G. Willson Profit Sharing Plan-5$667,442$20,912$4,182iApproximate average salary by contribution assumption: employee only about $104,560 at 4% or $69,707 at 6%; with 50% employer match about $69,707 at 4% or $46,471 at 6%; with 100% employer match about $52,280 at 4% or $34,853 at 6%.
199915$696,602$21,769$4,354iApproximate average salary by contribution assumption: employee only about $108,845 at 4% or $72,563 at 6%; with 50% employer match about $72,563 at 4% or $48,376 at 6%; with 100% employer match about $54,423 at 4% or $36,282 at 6%.
Philip G. Willson Profit Sharing Plan-5$696,602$21,769$4,354iApproximate average salary by contribution assumption: employee only about $108,845 at 4% or $72,563 at 6%; with 50% employer match about $72,563 at 4% or $48,376 at 6%; with 100% employer match about $54,423 at 4% or $36,282 at 6%.