Civic Intelligence

Welhouse & Associates Inc.

Plan context: Welhouse & Associates Inc. 401(K) Plan

EIN 39-1947585 • Appleton, WI • 9 filings • 4 plans

3601 Commerce CourtSuite 4Appleton, WI 54911
Current Snapshot

Latest Year

2012

2012 Participants

2

2012 Assets

$133,671

2012 Contributions

$1,371

Historical Graphs

Total Assets Over Time

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

$235,289$117,645$0200420082012YearValue
$133,671Latest year 2012

Participants Over Time

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

320200420082012YearValue
2Latest 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
201212$133,671$1,371$686iApproximate average salary by contribution assumption: employee only about $17,138 at 4% or $11,425 at 6%; with 50% employer match about $11,425 at 4% or $7,617 at 6%; with 100% employer match about $8,569 at 4% or $5,713 at 6%.
Welhouse & Associates Inc. 401(K) Plan-2$133,671$1,371$686iApproximate average salary by contribution assumption: employee only about $17,138 at 4% or $11,425 at 6%; with 50% employer match about $11,425 at 4% or $7,617 at 6%; with 100% employer match about $8,569 at 4% or $5,713 at 6%.
201112$123,228$6,761$3,381iApproximate average salary by contribution assumption: employee only about $84,513 at 4% or $56,342 at 6%; with 50% employer match about $56,342 at 4% or $37,561 at 6%; with 100% employer match about $42,256 at 4% or $28,171 at 6%.
Welhouse & Associates Inc. 401(K) Plan-2$123,228$6,761$3,381iApproximate average salary by contribution assumption: employee only about $84,513 at 4% or $56,342 at 6%; with 50% employer match about $56,342 at 4% or $37,561 at 6%; with 100% employer match about $42,256 at 4% or $28,171 at 6%.
201013$168,978$1,416$472iApproximate average salary by contribution assumption: employee only about $11,800 at 4% or $7,867 at 6%; with 50% employer match about $7,867 at 4% or $5,244 at 6%; with 100% employer match about $5,900 at 4% or $3,933 at 6%.
Welhouse & Associates Inc. 401(K) Plan-3$168,978$1,416$472iApproximate average salary by contribution assumption: employee only about $11,800 at 4% or $7,867 at 6%; with 50% employer match about $7,867 at 4% or $5,244 at 6%; with 100% employer match about $5,900 at 4% or $3,933 at 6%.
200912$170,805$38,561$19,281iApproximate average salary by contribution assumption: employee only about $482,013 at 4% or $321,342 at 6%; with 50% employer match about $321,342 at 4% or $214,228 at 6%; with 100% employer match about $241,006 at 4% or $160,671 at 6%.
Welhouse & Associates Inc. 401(K) Plan-2$170,805$38,561$19,281iApproximate average salary by contribution assumption: employee only about $482,013 at 4% or $321,342 at 6%; with 50% employer match about $321,342 at 4% or $214,228 at 6%; with 100% employer match about $241,006 at 4% or $160,671 at 6%.
200811$123,424$5,200$5,200iApproximate average salary by contribution assumption: employee only about $130,000 at 4% or $86,667 at 6%; with 50% employer match about $86,667 at 4% or $57,778 at 6%; with 100% employer match about $65,000 at 4% or $43,333 at 6%.
Welhouse & Associates Inc. 401(K) Plan-1$123,424$5,200$5,200iApproximate average salary by contribution assumption: employee only about $130,000 at 4% or $86,667 at 6%; with 50% employer match about $86,667 at 4% or $57,778 at 6%; with 100% employer match about $65,000 at 4% or $43,333 at 6%.
200712$235,289$12,942$6,471iApproximate average salary by contribution assumption: employee only about $161,775 at 4% or $107,850 at 6%; with 50% employer match about $107,850 at 4% or $71,900 at 6%; with 100% employer match about $80,888 at 4% or $53,925 at 6%.
Welhouse & Associates Inc. 401(K) Plan-2$235,289$12,942$6,471iApproximate average salary by contribution assumption: employee only about $161,775 at 4% or $107,850 at 6%; with 50% employer match about $107,850 at 4% or $71,900 at 6%; with 100% employer match about $80,888 at 4% or $53,925 at 6%.
200612$181,281$14,400$7,200iApproximate average salary by contribution assumption: employee only about $180,000 at 4% or $120,000 at 6%; with 50% employer match about $120,000 at 4% or $80,000 at 6%; with 100% employer match about $90,000 at 4% or $60,000 at 6%.
Welhouse & Associates Inc. 401(K) Plan-2$181,281$14,400$7,200iApproximate average salary by contribution assumption: employee only about $180,000 at 4% or $120,000 at 6%; with 50% employer match about $120,000 at 4% or $80,000 at 6%; with 100% employer match about $90,000 at 4% or $60,000 at 6%.
200512$158,154$43,042$21,521iApproximate average salary by contribution assumption: employee only about $538,025 at 4% or $358,683 at 6%; with 50% employer match about $358,683 at 4% or $239,122 at 6%; with 100% employer match about $269,013 at 4% or $179,342 at 6%.
Welhouse & Associates Inc. 401(K) Plan-2$158,154$43,042$21,521iApproximate average salary by contribution assumption: employee only about $538,025 at 4% or $358,683 at 6%; with 50% employer match about $358,683 at 4% or $239,122 at 6%; with 100% employer match about $269,013 at 4% or $179,342 at 6%.
200411$102,331$9,000$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%.
Welhouse & Associates Inc. 401(K) Plan-1$102,331$9,000$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%.