Civic Intelligence

Wilsey Asset Management Incorporated

Plan context: Wilsey Asset Management Inc 401(K) Profit Sharing Plan

EIN 45-5139913 • San Diego, CA • 9 filings • 2 plans

10620 Treena Street Suite 100Suite 100San Diego, CA 92131
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$4,176,997

2024 Contributions

$562,224

Historical Graphs

Total Assets Over Time

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

$4,176,997$2,088,499$0201620202024YearValue
$4,176,997Latest year 2024

Participants Over Time

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

1050201620202024YearValue
9Latest 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
202419$4,176,997$562,224$62,469iApproximate average salary by contribution assumption: employee only about $1,561,733 at 4% or $1,041,156 at 6%; with 50% employer match about $1,041,156 at 4% or $694,104 at 6%; with 100% employer match about $780,867 at 4% or $520,578 at 6%.
Wilsey Asset Management Inc 401(K) Profit Sharing Plan-9$4,176,997$562,224$62,469iApproximate average salary by contribution assumption: employee only about $1,561,733 at 4% or $1,041,156 at 6%; with 50% employer match about $1,041,156 at 4% or $694,104 at 6%; with 100% employer match about $780,867 at 4% or $520,578 at 6%.
2023110$2,927,792$188,716$18,872iApproximate average salary by contribution assumption: employee only about $471,790 at 4% or $314,527 at 6%; with 50% employer match about $314,527 at 4% or $209,684 at 6%; with 100% employer match about $235,895 at 4% or $157,263 at 6%.
Wilsey Asset Management Inc 401(K) Profit Sharing Plan-10$2,927,792$188,716$18,872iApproximate average salary by contribution assumption: employee only about $471,790 at 4% or $314,527 at 6%; with 50% employer match about $314,527 at 4% or $209,684 at 6%; with 100% employer match about $235,895 at 4% or $157,263 at 6%.
202218$2,918,756$155,025$19,378iApproximate average salary by contribution assumption: employee only about $484,453 at 4% or $322,969 at 6%; with 50% employer match about $322,969 at 4% or $215,313 at 6%; with 100% employer match about $242,227 at 4% or $161,484 at 6%.
Wilsey Asset Management Inc 401(K) Profit Sharing Plan-8$2,918,756$155,025$19,378iApproximate average salary by contribution assumption: employee only about $484,453 at 4% or $322,969 at 6%; with 50% employer match about $322,969 at 4% or $215,313 at 6%; with 100% employer match about $242,227 at 4% or $161,484 at 6%.
2021110$3,123,487$151,976$15,198iApproximate average salary by contribution assumption: employee only about $379,940 at 4% or $253,293 at 6%; with 50% employer match about $253,293 at 4% or $168,862 at 6%; with 100% employer match about $189,970 at 4% or $126,647 at 6%.
Wilsey Asset Management Inc 401(K) Profit Sharing Plan-10$3,123,487$151,976$15,198iApproximate average salary by contribution assumption: employee only about $379,940 at 4% or $253,293 at 6%; with 50% employer match about $253,293 at 4% or $168,862 at 6%; with 100% employer match about $189,970 at 4% or $126,647 at 6%.
202017$2,413,518$115,662$16,523iApproximate average salary by contribution assumption: employee only about $413,079 at 4% or $275,386 at 6%; with 50% employer match about $275,386 at 4% or $183,590 at 6%; with 100% employer match about $206,539 at 4% or $137,693 at 6%.
Wilsey Asset Management Inc 401(K) Profit Sharing Plan-7$2,413,518$115,662$16,523iApproximate average salary by contribution assumption: employee only about $413,079 at 4% or $275,386 at 6%; with 50% employer match about $275,386 at 4% or $183,590 at 6%; with 100% employer match about $206,539 at 4% or $137,693 at 6%.
201917$2,134,448$111,484$15,926iApproximate average salary by contribution assumption: employee only about $398,157 at 4% or $265,438 at 6%; with 50% employer match about $265,438 at 4% or $176,959 at 6%; with 100% employer match about $199,079 at 4% or $132,719 at 6%.
Wilsey Asset Management Inc 401(K) Profit Sharing Plan-7$2,134,448$111,484$15,926iApproximate average salary by contribution assumption: employee only about $398,157 at 4% or $265,438 at 6%; with 50% employer match about $265,438 at 4% or $176,959 at 6%; with 100% employer match about $199,079 at 4% or $132,719 at 6%.
201817$1,650,591$110,422$15,775iApproximate average salary by contribution assumption: employee only about $394,364 at 4% or $262,910 at 6%; with 50% employer match about $262,910 at 4% or $175,273 at 6%; with 100% employer match about $197,182 at 4% or $131,455 at 6%.
Wilsey Asset Management Inc 401(K) Profit Sharing Plan-7$1,650,591$110,422$15,775iApproximate average salary by contribution assumption: employee only about $394,364 at 4% or $262,910 at 6%; with 50% employer match about $262,910 at 4% or $175,273 at 6%; with 100% employer match about $197,182 at 4% or $131,455 at 6%.
201716$1,780,526$24,659$4,110iApproximate average salary by contribution assumption: employee only about $102,746 at 4% or $68,497 at 6%; with 50% employer match about $68,497 at 4% or $45,665 at 6%; with 100% employer match about $51,373 at 4% or $34,249 at 6%.
Wilsey Asset Management Inc 401(K) Profit Sharing Plan-6$1,780,526$24,659$4,110iApproximate average salary by contribution assumption: employee only about $102,746 at 4% or $68,497 at 6%; with 50% employer match about $68,497 at 4% or $45,665 at 6%; with 100% employer match about $51,373 at 4% or $34,249 at 6%.
201615$1,430,160$124,486$24,897iApproximate average salary by contribution assumption: employee only about $622,430 at 4% or $414,953 at 6%; with 50% employer match about $414,953 at 4% or $276,636 at 6%; with 100% employer match about $311,215 at 4% or $207,477 at 6%.
Wilsey Asset Management Inc 401(K) Profit Sharing Plan-5$1,430,160$124,486$24,897iApproximate average salary by contribution assumption: employee only about $622,430 at 4% or $414,953 at 6%; with 50% employer match about $414,953 at 4% or $276,636 at 6%; with 100% employer match about $311,215 at 4% or $207,477 at 6%.