Civic Intelligence

Willeford Group CPA PC

Plan context: Willeford Group CPA PC Profit Sharing 401(K) Plan

EIN 58-1400839 • Smyrna, GA • 25 filings • 8 plans

3316-a South Cobb Drive, Suite 400Smyrna, GA 30080
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$1,113,217

2024 Contributions

$147,286

Historical Graphs

Total Assets Over Time

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

$1,113,217$556,609$0200420152023YearValue
$1,113,217Latest year 2023

Participants Over Time

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

1370200020122023YearValue
12Latest year 2023

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
202410$0$0-
Willeford Group CPA PC Profit Sharing 401(K) Plan-0$0$0-
2023112$1,113,217$147,286$12,274iApproximate average salary by contribution assumption: employee only about $306,846 at 4% or $204,564 at 6%; with 50% employer match about $204,564 at 4% or $136,376 at 6%; with 100% employer match about $153,423 at 4% or $102,282 at 6%.
Willeford Group CPA PC Profit Sharing 401(K) Plan-12$1,113,217$147,286$12,274iApproximate average salary by contribution assumption: employee only about $306,846 at 4% or $204,564 at 6%; with 50% employer match about $204,564 at 4% or $136,376 at 6%; with 100% employer match about $153,423 at 4% or $102,282 at 6%.
2022110$861,546$136,250$13,625iApproximate average salary by contribution assumption: employee only about $340,625 at 4% or $227,083 at 6%; with 50% employer match about $227,083 at 4% or $151,389 at 6%; with 100% employer match about $170,313 at 4% or $113,542 at 6%.
Willeford Group CPA PC Profit Sharing 401(K) Plan-10$861,546$136,250$13,625iApproximate average salary by contribution assumption: employee only about $340,625 at 4% or $227,083 at 6%; with 50% employer match about $227,083 at 4% or $151,389 at 6%; with 100% employer match about $170,313 at 4% or $113,542 at 6%.
202119$777,875$133,099$14,789iApproximate average salary by contribution assumption: employee only about $369,719 at 4% or $246,480 at 6%; with 50% employer match about $246,480 at 4% or $164,320 at 6%; with 100% employer match about $184,860 at 4% or $123,240 at 6%.
Willeford Group CPA PC Profit Sharing 401(K) Plan-9$777,875$133,099$14,789iApproximate average salary by contribution assumption: employee only about $369,719 at 4% or $246,480 at 6%; with 50% employer match about $246,480 at 4% or $164,320 at 6%; with 100% employer match about $184,860 at 4% or $123,240 at 6%.
202019$575,498$85,098$9,455iApproximate average salary by contribution assumption: employee only about $236,383 at 4% or $157,589 at 6%; with 50% employer match about $157,589 at 4% or $105,059 at 6%; with 100% employer match about $118,192 at 4% or $78,794 at 6%.
Willeford Group CPA PC Profit Sharing 401(K) Plan-9$575,498$85,098$9,455iApproximate average salary by contribution assumption: employee only about $236,383 at 4% or $157,589 at 6%; with 50% employer match about $157,589 at 4% or $105,059 at 6%; with 100% employer match about $118,192 at 4% or $78,794 at 6%.
2019113$451,672$73,034$5,618iApproximate average salary by contribution assumption: employee only about $140,450 at 4% or $93,633 at 6%; with 50% employer match about $93,633 at 4% or $62,422 at 6%; with 100% employer match about $70,225 at 4% or $46,817 at 6%.
Willeford Group CPA PC Profit Sharing 401(K) Plan-13$451,672$73,034$5,618iApproximate average salary by contribution assumption: employee only about $140,450 at 4% or $93,633 at 6%; with 50% employer match about $93,633 at 4% or $62,422 at 6%; with 100% employer match about $70,225 at 4% or $46,817 at 6%.
2018110$657,241$74,504$7,450iApproximate average salary by contribution assumption: employee only about $186,260 at 4% or $124,173 at 6%; with 50% employer match about $124,173 at 4% or $82,782 at 6%; with 100% employer match about $93,130 at 4% or $62,087 at 6%.
Willeford Group CPA PC Profit Sharing 401(K) Plan-10$657,241$74,504$7,450iApproximate average salary by contribution assumption: employee only about $186,260 at 4% or $124,173 at 6%; with 50% employer match about $124,173 at 4% or $82,782 at 6%; with 100% employer match about $93,130 at 4% or $62,087 at 6%.
201717$626,068$60,016$8,574iApproximate average salary by contribution assumption: employee only about $214,343 at 4% or $142,895 at 6%; with 50% employer match about $142,895 at 4% or $95,263 at 6%; with 100% employer match about $107,171 at 4% or $71,448 at 6%.
Willeford Group CPA PC Profit Sharing 401(K) Plan-7$626,068$60,016$8,574iApproximate average salary by contribution assumption: employee only about $214,343 at 4% or $142,895 at 6%; with 50% employer match about $142,895 at 4% or $95,263 at 6%; with 100% employer match about $107,171 at 4% or $71,448 at 6%.
201618$506,096$72,957$9,120iApproximate average salary by contribution assumption: employee only about $227,991 at 4% or $151,994 at 6%; with 50% employer match about $151,994 at 4% or $101,329 at 6%; with 100% employer match about $113,995 at 4% or $75,997 at 6%.
Willeford Group CPA PC Profit Sharing 401(K) Plan-8$506,096$72,957$9,120iApproximate average salary by contribution assumption: employee only about $227,991 at 4% or $151,994 at 6%; with 50% employer match about $151,994 at 4% or $101,329 at 6%; with 100% employer match about $113,995 at 4% or $75,997 at 6%.
201516$393,087$57,567$9,595iApproximate average salary by contribution assumption: employee only about $239,863 at 4% or $159,908 at 6%; with 50% employer match about $159,908 at 4% or $106,606 at 6%; with 100% employer match about $119,931 at 4% or $79,954 at 6%.
Willeford Group CPA PC Profit Sharing 401(K) Plan-6$393,087$57,567$9,595iApproximate average salary by contribution assumption: employee only about $239,863 at 4% or $159,908 at 6%; with 50% employer match about $159,908 at 4% or $106,606 at 6%; with 100% employer match about $119,931 at 4% or $79,954 at 6%.
201416$814,493$57,061$9,510iApproximate average salary by contribution assumption: employee only about $237,754 at 4% or $158,503 at 6%; with 50% employer match about $158,503 at 4% or $105,669 at 6%; with 100% employer match about $118,877 at 4% or $79,251 at 6%.
Willeford Group CPA PC Profit Sharing 401(K) Plan-6$814,493$57,061$9,510iApproximate average salary by contribution assumption: employee only about $237,754 at 4% or $158,503 at 6%; with 50% employer match about $158,503 at 4% or $105,669 at 6%; with 100% employer match about $118,877 at 4% or $79,251 at 6%.
201316$738,866$69,701$11,617iApproximate average salary by contribution assumption: employee only about $290,421 at 4% or $193,614 at 6%; with 50% employer match about $193,614 at 4% or $129,076 at 6%; with 100% employer match about $145,210 at 4% or $96,807 at 6%.
Willeford Group CPA PC Profit Sharing 401(K) Plan-6$738,866$69,701$11,617iApproximate average salary by contribution assumption: employee only about $290,421 at 4% or $193,614 at 6%; with 50% employer match about $193,614 at 4% or $129,076 at 6%; with 100% employer match about $145,210 at 4% or $96,807 at 6%.
201216$533,008$43,150$7,192iApproximate average salary by contribution assumption: employee only about $179,792 at 4% or $119,861 at 6%; with 50% employer match about $119,861 at 4% or $79,907 at 6%; with 100% employer match about $89,896 at 4% or $59,931 at 6%.
Willeford Group CPA PC Profit Sharing 401(K) Plan-6$533,008$43,150$7,192iApproximate average salary by contribution assumption: employee only about $179,792 at 4% or $119,861 at 6%; with 50% employer match about $119,861 at 4% or $79,907 at 6%; with 100% employer match about $89,896 at 4% or $59,931 at 6%.
201119$612,810$45,156$5,017iApproximate average salary by contribution assumption: employee only about $125,433 at 4% or $83,622 at 6%; with 50% employer match about $83,622 at 4% or $55,748 at 6%; with 100% employer match about $62,717 at 4% or $41,811 at 6%.
Willeford Group CPA PC Profit Sharing 401(K) Plan-9$612,810$45,156$5,017iApproximate average salary by contribution assumption: employee only about $125,433 at 4% or $83,622 at 6%; with 50% employer match about $83,622 at 4% or $55,748 at 6%; with 100% employer match about $62,717 at 4% or $41,811 at 6%.
201018$605,516$35,493$4,437iApproximate average salary by contribution assumption: employee only about $110,916 at 4% or $73,944 at 6%; with 50% employer match about $73,944 at 4% or $49,296 at 6%; with 100% employer match about $55,458 at 4% or $36,972 at 6%.
Willeford Group CPA PC Profit Sharing 401(K) Plan-8$605,516$35,493$4,437iApproximate average salary by contribution assumption: employee only about $110,916 at 4% or $73,944 at 6%; with 50% employer match about $73,944 at 4% or $49,296 at 6%; with 100% employer match about $55,458 at 4% or $36,972 at 6%.
200927$472,633$19,125$2,732iApproximate average salary by contribution assumption: employee only about $68,304 at 4% or $45,536 at 6%; with 50% employer match about $45,536 at 4% or $30,357 at 6%; with 100% employer match about $34,152 at 4% or $22,768 at 6%.
Willeford Group CPA PC Profit Sharing 401(K) Plan-7$472,633$19,125$2,732iApproximate average salary by contribution assumption: employee only about $68,304 at 4% or $45,536 at 6%; with 50% employer match about $45,536 at 4% or $30,357 at 6%; with 100% employer match about $34,152 at 4% or $22,768 at 6%.
Willeford Group CPA PC Profit Sharing 401(K) Plan-----
200718$0$0-
Willeford Group CPA PC Profit Sharing 401(K) Plan-8---
200618$512,681$37,612$4,702iApproximate average salary by contribution assumption: employee only about $117,538 at 4% or $78,358 at 6%; with 50% employer match about $78,358 at 4% or $52,239 at 6%; with 100% employer match about $58,769 at 4% or $39,179 at 6%.
Willeford Group CPA PC Profit Sharing 401(K) Plan-8$512,681$37,612$4,702iApproximate average salary by contribution assumption: employee only about $117,538 at 4% or $78,358 at 6%; with 50% employer match about $78,358 at 4% or $52,239 at 6%; with 100% employer match about $58,769 at 4% or $39,179 at 6%.
200518$432,415$41,200$5,150iApproximate average salary by contribution assumption: employee only about $128,750 at 4% or $85,833 at 6%; with 50% employer match about $85,833 at 4% or $57,222 at 6%; with 100% employer match about $64,375 at 4% or $42,917 at 6%.
Willeford Group CPA PC Profit Sharing 401(K) Plan-8$432,415$41,200$5,150iApproximate average salary by contribution assumption: employee only about $128,750 at 4% or $85,833 at 6%; with 50% employer match about $85,833 at 4% or $57,222 at 6%; with 100% employer match about $64,375 at 4% or $42,917 at 6%.
200418$347,907$24,618$3,077iApproximate average salary by contribution assumption: employee only about $76,931 at 4% or $51,288 at 6%; with 50% employer match about $51,288 at 4% or $34,192 at 6%; with 100% employer match about $38,466 at 4% or $25,644 at 6%.
Willeford Group CPA PC Profit Sharing 401(K) Plan-8$347,907$24,618$3,077iApproximate average salary by contribution assumption: employee only about $76,931 at 4% or $51,288 at 6%; with 50% employer match about $51,288 at 4% or $34,192 at 6%; with 100% employer match about $38,466 at 4% or $25,644 at 6%.
200318$0$0-
Willeford Group CPA PC Profit Sharing 401(K) Plan-8---
200218$0$0-
Willeford Group CPA PC Profit Sharing 401(K) Plan-8---
200115$0$0-
Willeford Group CPA PC Profit Sharing 401(K) Plan-5---
200015$0$0-
Willeford Group CPA PC Profit Sharing 401(K) Plan-5---