Mark Woollen & Associates LP
Plan context: Mark Woollen & Associates LP 401K P/S Plan
EIN 54-2113517 • Santa Monica, CA • 16 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
37
2024 Assets
$3,307,568
2024 Contributions
$329,407
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 37 | $3,307,568 | $329,407 | $8,903iApproximate average salary by contribution assumption: employee only about $222,572 at 4% or $148,382 at 6%; with 50% employer match about $148,382 at 4% or $98,921 at 6%; with 100% employer match about $111,286 at 4% or $74,191 at 6%. |
| Mark Woollen & Associates LP 401K P/S Plan | - | 37 | $3,307,568 | $329,407 | $8,903iApproximate average salary by contribution assumption: employee only about $222,572 at 4% or $148,382 at 6%; with 50% employer match about $148,382 at 4% or $98,921 at 6%; with 100% employer match about $111,286 at 4% or $74,191 at 6%. |
| 2023 | 1 | 36 | $2,681,081 | $324,080 | $9,002iApproximate average salary by contribution assumption: employee only about $225,056 at 4% or $150,037 at 6%; with 50% employer match about $150,037 at 4% or $100,025 at 6%; with 100% employer match about $112,528 at 4% or $75,019 at 6%. |
| Mark Woollen & Associates LP 401K P/S Plan | - | 36 | $2,681,081 | $324,080 | $9,002iApproximate average salary by contribution assumption: employee only about $225,056 at 4% or $150,037 at 6%; with 50% employer match about $150,037 at 4% or $100,025 at 6%; with 100% employer match about $112,528 at 4% or $75,019 at 6%. |
| 2022 | 1 | 32 | $1,977,669 | $238,159 | $7,442iApproximate average salary by contribution assumption: employee only about $186,062 at 4% or $124,041 at 6%; with 50% employer match about $124,041 at 4% or $82,694 at 6%; with 100% employer match about $93,031 at 4% or $62,021 at 6%. |
| Mark Woollen & Associates LP 401K P/S Plan | - | 32 | $1,977,669 | $238,159 | $7,442iApproximate average salary by contribution assumption: employee only about $186,062 at 4% or $124,041 at 6%; with 50% employer match about $124,041 at 4% or $82,694 at 6%; with 100% employer match about $93,031 at 4% or $62,021 at 6%. |
| 2021 | 1 | 28 | $2,322,410 | $275,228 | $9,830iApproximate average salary by contribution assumption: employee only about $245,739 at 4% or $163,826 at 6%; with 50% employer match about $163,826 at 4% or $109,217 at 6%; with 100% employer match about $122,870 at 4% or $81,913 at 6%. |
| Mark Woollen & Associates LP 401K P/S Plan | - | 28 | $2,322,410 | $275,228 | $9,830iApproximate average salary by contribution assumption: employee only about $245,739 at 4% or $163,826 at 6%; with 50% employer match about $163,826 at 4% or $109,217 at 6%; with 100% employer match about $122,870 at 4% or $81,913 at 6%. |
| 2020 | 1 | 30 | $1,778,471 | $245,411 | $8,180iApproximate average salary by contribution assumption: employee only about $204,509 at 4% or $136,339 at 6%; with 50% employer match about $136,339 at 4% or $90,893 at 6%; with 100% employer match about $102,255 at 4% or $68,170 at 6%. |
| Mark Woollen & Associates LP 401K P/S Plan | - | 30 | $1,778,471 | $245,411 | $8,180iApproximate average salary by contribution assumption: employee only about $204,509 at 4% or $136,339 at 6%; with 50% employer match about $136,339 at 4% or $90,893 at 6%; with 100% employer match about $102,255 at 4% or $68,170 at 6%. |
| 2019 | 1 | 31 | $1,309,752 | $227,988 | $7,354iApproximate average salary by contribution assumption: employee only about $183,861 at 4% or $122,574 at 6%; with 50% employer match about $122,574 at 4% or $81,716 at 6%; with 100% employer match about $91,931 at 4% or $61,287 at 6%. |
| Mark Woollen & Associates LP 401K P/S Plan | - | 31 | $1,309,752 | $227,988 | $7,354iApproximate average salary by contribution assumption: employee only about $183,861 at 4% or $122,574 at 6%; with 50% employer match about $122,574 at 4% or $81,716 at 6%; with 100% employer match about $91,931 at 4% or $61,287 at 6%. |
| 2018 | 1 | 22 | $873,108 | $185,392 | $8,427iApproximate average salary by contribution assumption: employee only about $210,673 at 4% or $140,448 at 6%; with 50% employer match about $140,448 at 4% or $93,632 at 6%; with 100% employer match about $105,336 at 4% or $70,224 at 6%. |
| Mark Woollen & Associates LP 401K P/S Plan | - | 22 | $873,108 | $185,392 | $8,427iApproximate average salary by contribution assumption: employee only about $210,673 at 4% or $140,448 at 6%; with 50% employer match about $140,448 at 4% or $93,632 at 6%; with 100% employer match about $105,336 at 4% or $70,224 at 6%. |
| 2017 | 1 | 16 | $940,142 | $133,568 | $8,348iApproximate average salary by contribution assumption: employee only about $208,700 at 4% or $139,133 at 6%; with 50% employer match about $139,133 at 4% or $92,756 at 6%; with 100% employer match about $104,350 at 4% or $69,567 at 6%. |
| Mark Woollen & Associates LP 401K P/S Plan | - | 16 | $940,142 | $133,568 | $8,348iApproximate average salary by contribution assumption: employee only about $208,700 at 4% or $139,133 at 6%; with 50% employer match about $139,133 at 4% or $92,756 at 6%; with 100% employer match about $104,350 at 4% or $69,567 at 6%. |
| 2016 | 1 | 17 | $783,612 | $115,912 | $6,818iApproximate average salary by contribution assumption: employee only about $170,459 at 4% or $113,639 at 6%; with 50% employer match about $113,639 at 4% or $75,759 at 6%; with 100% employer match about $85,229 at 4% or $56,820 at 6%. |
| Mark Woollen & Associates LP 401K P/S Plan | - | 17 | $783,612 | $115,912 | $6,818iApproximate average salary by contribution assumption: employee only about $170,459 at 4% or $113,639 at 6%; with 50% employer match about $113,639 at 4% or $75,759 at 6%; with 100% employer match about $85,229 at 4% or $56,820 at 6%. |
| 2015 | 1 | 16 | $696,225 | $126,195 | $7,887iApproximate average salary by contribution assumption: employee only about $197,180 at 4% or $131,453 at 6%; with 50% employer match about $131,453 at 4% or $87,635 at 6%; with 100% employer match about $98,590 at 4% or $65,727 at 6%. |
| Mark Woollen & Associates LP 401K P/S Plan | - | 16 | $696,225 | $126,195 | $7,887iApproximate average salary by contribution assumption: employee only about $197,180 at 4% or $131,453 at 6%; with 50% employer match about $131,453 at 4% or $87,635 at 6%; with 100% employer match about $98,590 at 4% or $65,727 at 6%. |
| 2014 | 1 | 16 | $581,618 | $110,681 | $6,918iApproximate average salary by contribution assumption: employee only about $172,939 at 4% or $115,293 at 6%; with 50% employer match about $115,293 at 4% or $76,862 at 6%; with 100% employer match about $86,470 at 4% or $57,646 at 6%. |
| Mark Woollen & Associates LP 401K P/S Plan | - | 16 | $581,618 | $110,681 | $6,918iApproximate average salary by contribution assumption: employee only about $172,939 at 4% or $115,293 at 6%; with 50% employer match about $115,293 at 4% or $76,862 at 6%; with 100% employer match about $86,470 at 4% or $57,646 at 6%. |
| 2013 | 1 | 13 | $429,970 | $91,987 | $7,076iApproximate average salary by contribution assumption: employee only about $176,898 at 4% or $117,932 at 6%; with 50% employer match about $117,932 at 4% or $78,621 at 6%; with 100% employer match about $88,449 at 4% or $58,966 at 6%. |
| Mark Woollen & Associates LP 401K P/S Plan | - | 13 | $429,970 | $91,987 | $7,076iApproximate average salary by contribution assumption: employee only about $176,898 at 4% or $117,932 at 6%; with 50% employer match about $117,932 at 4% or $78,621 at 6%; with 100% employer match about $88,449 at 4% or $58,966 at 6%. |
| 2012 | 1 | 12 | $288,788 | $83,900 | $6,992iApproximate average salary by contribution assumption: employee only about $174,792 at 4% or $116,528 at 6%; with 50% employer match about $116,528 at 4% or $77,685 at 6%; with 100% employer match about $87,396 at 4% or $58,264 at 6%. |
| Mark Woollen & Associates LP 401K P/S Plan | - | 12 | $288,788 | $83,900 | $6,992iApproximate average salary by contribution assumption: employee only about $174,792 at 4% or $116,528 at 6%; with 50% employer match about $116,528 at 4% or $77,685 at 6%; with 100% employer match about $87,396 at 4% or $58,264 at 6%. |
| 2011 | 1 | 13 | $223,609 | $83,819 | $6,448iApproximate average salary by contribution assumption: employee only about $161,190 at 4% or $107,460 at 6%; with 50% employer match about $107,460 at 4% or $71,640 at 6%; with 100% employer match about $80,595 at 4% or $53,730 at 6%. |
| Mark Woollen & Associates LP 401K P/S Plan | - | 13 | $223,609 | $83,819 | $6,448iApproximate average salary by contribution assumption: employee only about $161,190 at 4% or $107,460 at 6%; with 50% employer match about $107,460 at 4% or $71,640 at 6%; with 100% employer match about $80,595 at 4% or $53,730 at 6%. |
| 2010 | 1 | 12 | $155,974 | $68,183 | $5,682iApproximate average salary by contribution assumption: employee only about $142,048 at 4% or $94,699 at 6%; with 50% employer match about $94,699 at 4% or $63,132 at 6%; with 100% employer match about $71,024 at 4% or $47,349 at 6%. |
| Mark Woollen & Associates LP 401K P/S Plan | - | 12 | $155,974 | $68,183 | $5,682iApproximate average salary by contribution assumption: employee only about $142,048 at 4% or $94,699 at 6%; with 50% employer match about $94,699 at 4% or $63,132 at 6%; with 100% employer match about $71,024 at 4% or $47,349 at 6%. |
| 2009 | 1 | 13 | $80,996 | $69,854 | $5,373iApproximate average salary by contribution assumption: employee only about $134,335 at 4% or $89,556 at 6%; with 50% employer match about $89,556 at 4% or $59,704 at 6%; with 100% employer match about $67,167 at 4% or $44,778 at 6%. |
| Mark Woollen & Associates LP 401K P/S Plan | - | 13 | $80,996 | $69,854 | $5,373iApproximate average salary by contribution assumption: employee only about $134,335 at 4% or $89,556 at 6%; with 50% employer match about $89,556 at 4% or $59,704 at 6%; with 100% employer match about $67,167 at 4% or $44,778 at 6%. |