Civic Intelligence

Jaqua & Wheatley LLC

Plan context: Jaqua & Wheatley LLC 401(K) Profit Sharing Plan

EIN 56-2348892 • Eugene, OR • 16 filings • 4 plans

571 Wimbledon CourtEugene, OR 97401
Current Snapshot

Latest Year

2017

2017 Participants

5

2017 Assets

$1,074,634

2017 Contributions

$25,862

Historical Graphs

Total Assets Over Time

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

$1,113,695$556,848$0200320102017YearValue
$1,074,634Latest year 2017

Participants Over Time

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

840200320102017YearValue
5Latest year 2017

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
201725$1,074,634$25,862$5,172iApproximate average salary by contribution assumption: employee only about $129,310 at 4% or $86,207 at 6%; with 50% employer match about $86,207 at 4% or $57,471 at 6%; with 100% employer match about $64,655 at 4% or $43,103 at 6%.
Jaqua & Wheatley LLC 401(K) Profit Sharing Plan-5$1,074,634$25,862$5,172iApproximate average salary by contribution assumption: employee only about $129,310 at 4% or $86,207 at 6%; with 50% employer match about $86,207 at 4% or $57,471 at 6%; with 100% employer match about $64,655 at 4% or $43,103 at 6%.
Jaqua & Wheatley LLC 401(K) Profit Sharing Plan-0$0$0-
201615$987,412$25,701$5,140iApproximate average salary by contribution assumption: employee only about $128,505 at 4% or $85,670 at 6%; with 50% employer match about $85,670 at 4% or $57,113 at 6%; with 100% employer match about $64,253 at 4% or $42,835 at 6%.
Jaqua & Wheatley LLC 401(K) Profit Sharing Plan-5$987,412$25,701$5,140iApproximate average salary by contribution assumption: employee only about $128,505 at 4% or $85,670 at 6%; with 50% employer match about $85,670 at 4% or $57,113 at 6%; with 100% employer match about $64,253 at 4% or $42,835 at 6%.
201517$1,031,558$0-
Jaqua & Wheatley LLC 401(K) Profit Sharing Plan-7$1,031,558--
201417$1,108,008$0-
Jaqua & Wheatley LLC 401(K) Profit Sharing Plan-7$1,108,008--
201317$1,113,695$4,143$592iApproximate average salary by contribution assumption: employee only about $14,796 at 4% or $9,864 at 6%; with 50% employer match about $9,864 at 4% or $6,576 at 6%; with 100% employer match about $7,398 at 4% or $4,932 at 6%.
Jaqua & Wheatley LLC 401(K) Profit Sharing Plan-7$1,113,695$4,143$592iApproximate average salary by contribution assumption: employee only about $14,796 at 4% or $9,864 at 6%; with 50% employer match about $9,864 at 4% or $6,576 at 6%; with 100% employer match about $7,398 at 4% or $4,932 at 6%.
201216$925,678$58,450$9,742iApproximate average salary by contribution assumption: employee only about $243,542 at 4% or $162,361 at 6%; with 50% employer match about $162,361 at 4% or $108,241 at 6%; with 100% employer match about $121,771 at 4% or $81,181 at 6%.
Jaqua & Wheatley LLC 401(K) Profit Sharing Plan-6$925,678$58,450$9,742iApproximate average salary by contribution assumption: employee only about $243,542 at 4% or $162,361 at 6%; with 50% employer match about $162,361 at 4% or $108,241 at 6%; with 100% employer match about $121,771 at 4% or $81,181 at 6%.
201116$789,462$57,121$9,520iApproximate average salary by contribution assumption: employee only about $238,004 at 4% or $158,669 at 6%; with 50% employer match about $158,669 at 4% or $105,780 at 6%; with 100% employer match about $119,002 at 4% or $79,335 at 6%.
Jaqua & Wheatley LLC 401(K) Profit Sharing Plan-6$789,462$57,121$9,520iApproximate average salary by contribution assumption: employee only about $238,004 at 4% or $158,669 at 6%; with 50% employer match about $158,669 at 4% or $105,780 at 6%; with 100% employer match about $119,002 at 4% or $79,335 at 6%.
201016$797,612$55,332$9,222iApproximate average salary by contribution assumption: employee only about $230,550 at 4% or $153,700 at 6%; with 50% employer match about $153,700 at 4% or $102,467 at 6%; with 100% employer match about $115,275 at 4% or $76,850 at 6%.
Jaqua & Wheatley LLC 401(K) Profit Sharing Plan-6$797,612$55,332$9,222iApproximate average salary by contribution assumption: employee only about $230,550 at 4% or $153,700 at 6%; with 50% employer match about $153,700 at 4% or $102,467 at 6%; with 100% employer match about $115,275 at 4% or $76,850 at 6%.
200917$684,020$55,494$7,928iApproximate average salary by contribution assumption: employee only about $198,193 at 4% or $132,129 at 6%; with 50% employer match about $132,129 at 4% or $88,086 at 6%; with 100% employer match about $99,096 at 4% or $66,064 at 6%.
Jaqua & Wheatley LLC 401(K) Profit Sharing Plan-7$684,020$55,494$7,928iApproximate average salary by contribution assumption: employee only about $198,193 at 4% or $132,129 at 6%; with 50% employer match about $132,129 at 4% or $88,086 at 6%; with 100% employer match about $99,096 at 4% or $66,064 at 6%.
200812$479,786$46,188$23,094iApproximate average salary by contribution assumption: employee only about $577,350 at 4% or $384,900 at 6%; with 50% employer match about $384,900 at 4% or $256,600 at 6%; with 100% employer match about $288,675 at 4% or $192,450 at 6%.
Jaqua & Wheatley LLC 401(K) Profit Sharing Plan-2$479,786$46,188$23,094iApproximate average salary by contribution assumption: employee only about $577,350 at 4% or $384,900 at 6%; with 50% employer match about $384,900 at 4% or $256,600 at 6%; with 100% employer match about $288,675 at 4% or $192,450 at 6%.
200713$797,790$35,944$11,981iApproximate average salary by contribution assumption: employee only about $299,533 at 4% or $199,689 at 6%; with 50% employer match about $199,689 at 4% or $133,126 at 6%; with 100% employer match about $149,767 at 4% or $99,844 at 6%.
Jaqua & Wheatley LLC 401(K) Profit Sharing Plan-3$797,790$35,944$11,981iApproximate average salary by contribution assumption: employee only about $299,533 at 4% or $199,689 at 6%; with 50% employer match about $199,689 at 4% or $133,126 at 6%; with 100% employer match about $149,767 at 4% or $99,844 at 6%.
200617$754,724$30,793$4,399iApproximate average salary by contribution assumption: employee only about $109,975 at 4% or $73,317 at 6%; with 50% employer match about $73,317 at 4% or $48,878 at 6%; with 100% employer match about $54,988 at 4% or $36,658 at 6%.
Jaqua & Wheatley LLC 401(K) Profit Sharing Plan-7$754,724$30,793$4,399iApproximate average salary by contribution assumption: employee only about $109,975 at 4% or $73,317 at 6%; with 50% employer match about $73,317 at 4% or $48,878 at 6%; with 100% employer match about $54,988 at 4% or $36,658 at 6%.
200517$677,188$7,739$1,106iApproximate average salary by contribution assumption: employee only about $27,639 at 4% or $18,426 at 6%; with 50% employer match about $18,426 at 4% or $12,284 at 6%; with 100% employer match about $13,820 at 4% or $9,213 at 6%.
Jaqua & Wheatley LLC 401(K) Profit Sharing Plan-7$677,188$7,739$1,106iApproximate average salary by contribution assumption: employee only about $27,639 at 4% or $18,426 at 6%; with 50% employer match about $18,426 at 4% or $12,284 at 6%; with 100% employer match about $13,820 at 4% or $9,213 at 6%.
200418$676,932$6,669$834iApproximate average salary by contribution assumption: employee only about $20,841 at 4% or $13,894 at 6%; with 50% employer match about $13,894 at 4% or $9,263 at 6%; with 100% employer match about $10,420 at 4% or $6,947 at 6%.
Jaqua & Wheatley LLC 401(K) Profit Sharing Plan-8$676,932$6,669$834iApproximate average salary by contribution assumption: employee only about $20,841 at 4% or $13,894 at 6%; with 50% employer match about $13,894 at 4% or $9,263 at 6%; with 100% employer match about $10,420 at 4% or $6,947 at 6%.
200318$630,927$46,787$5,848iApproximate average salary by contribution assumption: employee only about $146,209 at 4% or $97,473 at 6%; with 50% employer match about $97,473 at 4% or $64,982 at 6%; with 100% employer match about $73,105 at 4% or $48,736 at 6%.
Jaqua & Wheatley LLC 401(K) Profit Sharing Plan-8$630,927$46,787$5,848iApproximate average salary by contribution assumption: employee only about $146,209 at 4% or $97,473 at 6%; with 50% employer match about $97,473 at 4% or $64,982 at 6%; with 100% employer match about $73,105 at 4% or $48,736 at 6%.