Civic Intelligence

Fred Wilson and Associates Inc.

Plan context: Fred Wilson and Associates Inc. 401K Savings Plan

EIN 59-3303435 • Jacksonville, FL • 22 filings • 4 plans

3970 Hendricks AvenueJacksonville, FL 32207-5398
Current Snapshot

Latest Year

2021

2021 Participants

27

2021 Assets

$3,604,818

2021 Contributions

$126,278

Historical Graphs

Total Assets Over Time

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

$3,604,818$1,802,409$0199920112020YearValue
$3,604,818Latest year 2020

Participants Over Time

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

42210199920102020YearValue
27Latest year 2020

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
202110$0$126,278-
Fred Wilson and Associates Inc. 401K Savings Plan-0$0$126,278-
2020127$3,604,818$245,207$9,082iApproximate average salary by contribution assumption: employee only about $227,044 at 4% or $151,362 at 6%; with 50% employer match about $151,362 at 4% or $100,908 at 6%; with 100% employer match about $113,522 at 4% or $75,681 at 6%.
Fred Wilson and Associates Inc. 401K Savings Plan-27$3,604,818$245,207$9,082iApproximate average salary by contribution assumption: employee only about $227,044 at 4% or $151,362 at 6%; with 50% employer match about $151,362 at 4% or $100,908 at 6%; with 100% employer match about $113,522 at 4% or $75,681 at 6%.
2019128$3,014,501$202,471$7,231iApproximate average salary by contribution assumption: employee only about $180,778 at 4% or $120,518 at 6%; with 50% employer match about $120,518 at 4% or $80,346 at 6%; with 100% employer match about $90,389 at 4% or $60,259 at 6%.
Fred Wilson and Associates Inc. 401K Savings Plan-28$3,014,501$202,471$7,231iApproximate average salary by contribution assumption: employee only about $180,778 at 4% or $120,518 at 6%; with 50% employer match about $120,518 at 4% or $80,346 at 6%; with 100% employer match about $90,389 at 4% or $60,259 at 6%.
2018126$2,433,150$191,013$7,347iApproximate average salary by contribution assumption: employee only about $183,666 at 4% or $122,444 at 6%; with 50% employer match about $122,444 at 4% or $81,629 at 6%; with 100% employer match about $91,833 at 4% or $61,222 at 6%.
Fred Wilson and Associates Inc. 401K Savings Plan-26$2,433,150$191,013$7,347iApproximate average salary by contribution assumption: employee only about $183,666 at 4% or $122,444 at 6%; with 50% employer match about $122,444 at 4% or $81,629 at 6%; with 100% employer match about $91,833 at 4% or $61,222 at 6%.
2017129$2,772,382$189,183$6,524iApproximate average salary by contribution assumption: employee only about $163,089 at 4% or $108,726 at 6%; with 50% employer match about $108,726 at 4% or $72,484 at 6%; with 100% employer match about $81,544 at 4% or $54,363 at 6%.
Fred Wilson and Associates Inc. 401K Savings Plan-29$2,772,382$189,183$6,524iApproximate average salary by contribution assumption: employee only about $163,089 at 4% or $108,726 at 6%; with 50% employer match about $108,726 at 4% or $72,484 at 6%; with 100% employer match about $81,544 at 4% or $54,363 at 6%.
2016130$2,247,713$201,835$6,728iApproximate average salary by contribution assumption: employee only about $168,196 at 4% or $112,131 at 6%; with 50% employer match about $112,131 at 4% or $74,754 at 6%; with 100% employer match about $84,098 at 4% or $56,065 at 6%.
Fred Wilson and Associates Inc. 401K Savings Plan-30$2,247,713$201,835$6,728iApproximate average salary by contribution assumption: employee only about $168,196 at 4% or $112,131 at 6%; with 50% employer match about $112,131 at 4% or $74,754 at 6%; with 100% employer match about $84,098 at 4% or $56,065 at 6%.
2015129$2,454,548$224,493$7,741iApproximate average salary by contribution assumption: employee only about $193,528 at 4% or $129,019 at 6%; with 50% employer match about $129,019 at 4% or $86,013 at 6%; with 100% employer match about $96,764 at 4% or $64,509 at 6%.
Fred Wilson and Associates Inc. 401K Savings Plan-29$2,454,548$224,493$7,741iApproximate average salary by contribution assumption: employee only about $193,528 at 4% or $129,019 at 6%; with 50% employer match about $129,019 at 4% or $86,013 at 6%; with 100% employer match about $96,764 at 4% or $64,509 at 6%.
2014130$2,793,339$226,857$7,562iApproximate average salary by contribution assumption: employee only about $189,048 at 4% or $126,032 at 6%; with 50% employer match about $126,032 at 4% or $84,021 at 6%; with 100% employer match about $94,524 at 4% or $63,016 at 6%.
Fred Wilson and Associates Inc. 401K Savings Plan-30$2,793,339$226,857$7,562iApproximate average salary by contribution assumption: employee only about $189,048 at 4% or $126,032 at 6%; with 50% employer match about $126,032 at 4% or $84,021 at 6%; with 100% employer match about $94,524 at 4% or $63,016 at 6%.
2013131$2,808,757$201,450$6,498iApproximate average salary by contribution assumption: employee only about $162,460 at 4% or $108,306 at 6%; with 50% employer match about $108,306 at 4% or $72,204 at 6%; with 100% employer match about $81,230 at 4% or $54,153 at 6%.
Fred Wilson and Associates Inc. 401K Savings Plan-31$2,808,757$201,450$6,498iApproximate average salary by contribution assumption: employee only about $162,460 at 4% or $108,306 at 6%; with 50% employer match about $108,306 at 4% or $72,204 at 6%; with 100% employer match about $81,230 at 4% or $54,153 at 6%.
2012131$2,423,087$188,748$6,089iApproximate average salary by contribution assumption: employee only about $152,216 at 4% or $101,477 at 6%; with 50% employer match about $101,477 at 4% or $67,652 at 6%; with 100% employer match about $76,108 at 4% or $50,739 at 6%.
Fred Wilson and Associates Inc. 401K Savings Plan-31$2,423,087$188,748$6,089iApproximate average salary by contribution assumption: employee only about $152,216 at 4% or $101,477 at 6%; with 50% employer match about $101,477 at 4% or $67,652 at 6%; with 100% employer match about $76,108 at 4% or $50,739 at 6%.
2011136$2,352,025$222,960$6,193iApproximate average salary by contribution assumption: employee only about $154,833 at 4% or $103,222 at 6%; with 50% employer match about $103,222 at 4% or $68,815 at 6%; with 100% employer match about $77,417 at 4% or $51,611 at 6%.
Fred Wilson and Associates Inc. 401K Savings Plan-36$2,352,025$222,960$6,193iApproximate average salary by contribution assumption: employee only about $154,833 at 4% or $103,222 at 6%; with 50% employer match about $103,222 at 4% or $68,815 at 6%; with 100% employer match about $77,417 at 4% or $51,611 at 6%.
2010137$2,309,927$220,875$5,970iApproximate average salary by contribution assumption: employee only about $149,240 at 4% or $99,493 at 6%; with 50% employer match about $99,493 at 4% or $66,329 at 6%; with 100% employer match about $74,620 at 4% or $49,747 at 6%.
Fred Wilson and Associates Inc. 401K Savings Plan-37$2,309,927$220,875$5,970iApproximate average salary by contribution assumption: employee only about $149,240 at 4% or $99,493 at 6%; with 50% employer match about $99,493 at 4% or $66,329 at 6%; with 100% employer match about $74,620 at 4% or $49,747 at 6%.
2009141$1,945,024$253,280$6,178iApproximate average salary by contribution assumption: employee only about $154,439 at 4% or $102,959 at 6%; with 50% employer match about $102,959 at 4% or $68,640 at 6%; with 100% employer match about $77,220 at 4% or $51,480 at 6%.
Fred Wilson and Associates Inc. 401K Savings Plan-41$1,945,024$253,280$6,178iApproximate average salary by contribution assumption: employee only about $154,439 at 4% or $102,959 at 6%; with 50% employer match about $102,959 at 4% or $68,640 at 6%; with 100% employer match about $77,220 at 4% or $51,480 at 6%.
2008138$1,539,616$294,588$7,752iApproximate average salary by contribution assumption: employee only about $193,808 at 4% or $129,205 at 6%; with 50% employer match about $129,205 at 4% or $86,137 at 6%; with 100% employer match about $96,904 at 4% or $64,603 at 6%.
Fred Wilson and Associates Inc. 401K Savings Plan-38$1,539,616$294,588$7,752iApproximate average salary by contribution assumption: employee only about $193,808 at 4% or $129,205 at 6%; with 50% employer match about $129,205 at 4% or $86,137 at 6%; with 100% employer match about $96,904 at 4% or $64,603 at 6%.
2007142$2,233,663$258,229$6,148iApproximate average salary by contribution assumption: employee only about $153,708 at 4% or $102,472 at 6%; with 50% employer match about $102,472 at 4% or $68,315 at 6%; with 100% employer match about $76,854 at 4% or $51,236 at 6%.
Fred Wilson and Associates Inc. 401K Savings Plan-42$2,233,663$258,229$6,148iApproximate average salary by contribution assumption: employee only about $153,708 at 4% or $102,472 at 6%; with 50% employer match about $102,472 at 4% or $68,315 at 6%; with 100% employer match about $76,854 at 4% or $51,236 at 6%.
2006140$1,851,422$287,281$7,182iApproximate average salary by contribution assumption: employee only about $179,551 at 4% or $119,700 at 6%; with 50% employer match about $119,700 at 4% or $79,800 at 6%; with 100% employer match about $89,775 at 4% or $59,850 at 6%.
Fred Wilson and Associates Inc. 401K Savings Plan-40$1,851,422$287,281$7,182iApproximate average salary by contribution assumption: employee only about $179,551 at 4% or $119,700 at 6%; with 50% employer match about $119,700 at 4% or $79,800 at 6%; with 100% employer match about $89,775 at 4% or $59,850 at 6%.
2005137$1,449,176$249,407$6,741iApproximate average salary by contribution assumption: employee only about $168,518 at 4% or $112,345 at 6%; with 50% employer match about $112,345 at 4% or $74,897 at 6%; with 100% employer match about $84,259 at 4% or $56,173 at 6%.
Fred Wilson and Associates Inc. 401K Savings Plan-37$1,449,176$249,407$6,741iApproximate average salary by contribution assumption: employee only about $168,518 at 4% or $112,345 at 6%; with 50% employer match about $112,345 at 4% or $74,897 at 6%; with 100% employer match about $84,259 at 4% or $56,173 at 6%.
2004142$1,134,294$233,852$5,568iApproximate average salary by contribution assumption: employee only about $139,198 at 4% or $92,798 at 6%; with 50% employer match about $92,798 at 4% or $61,866 at 6%; with 100% employer match about $69,599 at 4% or $46,399 at 6%.
Fred Wilson and Associates Inc. 401K Savings Plan-42$1,134,294$233,852$5,568iApproximate average salary by contribution assumption: employee only about $139,198 at 4% or $92,798 at 6%; with 50% employer match about $92,798 at 4% or $61,866 at 6%; with 100% employer match about $69,599 at 4% or $46,399 at 6%.
2003138$812,439$231,882$6,102iApproximate average salary by contribution assumption: employee only about $152,554 at 4% or $101,703 at 6%; with 50% employer match about $101,703 at 4% or $67,802 at 6%; with 100% employer match about $76,277 at 4% or $50,851 at 6%.
Fred Wilson and Associates Inc. 401K Savings Plan-38$812,439$231,882$6,102iApproximate average salary by contribution assumption: employee only about $152,554 at 4% or $101,703 at 6%; with 50% employer match about $101,703 at 4% or $67,802 at 6%; with 100% employer match about $76,277 at 4% or $50,851 at 6%.
2002137$461,872$187,817$5,076iApproximate average salary by contribution assumption: employee only about $126,903 at 4% or $84,602 at 6%; with 50% employer match about $84,602 at 4% or $56,402 at 6%; with 100% employer match about $63,452 at 4% or $42,301 at 6%.
Fred Wilson and Associates Inc. 401K Savings Plan-37$461,872$187,817$5,076iApproximate average salary by contribution assumption: employee only about $126,903 at 4% or $84,602 at 6%; with 50% employer match about $84,602 at 4% or $56,402 at 6%; with 100% employer match about $63,452 at 4% or $42,301 at 6%.
2001134$0$0-
Fred Wilson and Associates Inc. 401K Savings Plan-34---
1999128$98,982$87,174$3,113iApproximate average salary by contribution assumption: employee only about $77,834 at 4% or $51,889 at 6%; with 50% employer match about $51,889 at 4% or $34,593 at 6%; with 100% employer match about $38,917 at 4% or $25,945 at 6%.
Fred Wilson and Associates Inc. 401K Savings Plan-28$98,982$87,174$3,113iApproximate average salary by contribution assumption: employee only about $77,834 at 4% or $51,889 at 6%; with 50% employer match about $51,889 at 4% or $34,593 at 6%; with 100% employer match about $38,917 at 4% or $25,945 at 6%.