Civic Intelligence

Wilkerson & Associates Ltd.

Plan context: Wilkerson & Associates 401K Plan

EIN 61-0993142 • Louisville, KY • 29 filings • 8 plans

1941 Bishop Lane Ste 1017Louisville, KY 40218
Current Snapshot

Latest Year

2016

2016 Participants

63

2016 Assets

$1,703,981

2016 Contributions

$77,106

Historical Graphs

Total Assets Over Time

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

$6,076,284$3,038,142$0199920092016YearValue
$1,703,981Latest year 2016

Participants Over Time

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

80400199920082016YearValue
63Latest year 2016

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
2016263$1,703,981$77,106$1,224iApproximate average salary by contribution assumption: employee only about $30,598 at 4% or $20,398 at 6%; with 50% employer match about $20,398 at 4% or $13,599 at 6%; with 100% employer match about $15,299 at 4% or $10,199 at 6%.
Wilkerson & Associates 401K Plan-48$1,703,964$77,106$1,606iApproximate average salary by contribution assumption: employee only about $40,159 at 4% or $26,773 at 6%; with 50% employer match about $26,773 at 4% or $17,849 at 6%; with 100% employer match about $20,080 at 4% or $13,386 at 6%.
Thoroughbred Research Group Inc Employee Stock Ownership Plan-63$17--
2015254$6,076,284$369,669$6,846iApproximate average salary by contribution assumption: employee only about $171,143 at 4% or $114,095 at 6%; with 50% employer match about $114,095 at 4% or $76,064 at 6%; with 100% employer match about $85,572 at 4% or $57,048 at 6%.
Thoroughbred Research Group Inc Employee Stock Ownership Plan-50$4,389,995$221,077$4,422iApproximate average salary by contribution assumption: employee only about $110,539 at 4% or $73,692 at 6%; with 50% employer match about $73,692 at 4% or $49,128 at 6%; with 100% employer match about $55,269 at 4% or $36,846 at 6%.
Wilkerson & Associates 401K Plan-54$1,686,289$148,592$2,752iApproximate average salary by contribution assumption: employee only about $68,793 at 4% or $45,862 at 6%; with 50% employer match about $45,862 at 4% or $30,574 at 6%; with 100% employer match about $34,396 at 4% or $22,931 at 6%.
2014246$5,924,049$344,673$7,493iApproximate average salary by contribution assumption: employee only about $187,322 at 4% or $124,882 at 6%; with 50% employer match about $124,882 at 4% or $83,254 at 6%; with 100% employer match about $93,661 at 4% or $62,441 at 6%.
Thoroughbred Research Group Inc Employee Stock Ownership Plan-46$4,363,104$211,712$4,602iApproximate average salary by contribution assumption: employee only about $115,061 at 4% or $76,707 at 6%; with 50% employer match about $76,707 at 4% or $51,138 at 6%; with 100% employer match about $57,530 at 4% or $38,354 at 6%.
Wilkerson & Associates 401K Plan-46$1,560,945$132,961$2,890iApproximate average salary by contribution assumption: employee only about $72,261 at 4% or $48,174 at 6%; with 50% employer match about $48,174 at 4% or $32,116 at 6%; with 100% employer match about $36,131 at 4% or $24,087 at 6%.
2013238$5,556,755$413,262$10,875iApproximate average salary by contribution assumption: employee only about $271,883 at 4% or $181,255 at 6%; with 50% employer match about $181,255 at 4% or $120,837 at 6%; with 100% employer match about $135,941 at 4% or $90,628 at 6%.
Thoroughbred Research Group Inc Employee Stock Ownership Plan-35$4,161,103$206,852$5,910iApproximate average salary by contribution assumption: employee only about $147,751 at 4% or $98,501 at 6%; with 50% employer match about $98,501 at 4% or $65,667 at 6%; with 100% employer match about $73,876 at 4% or $49,250 at 6%.
Wilkerson & Associates 401K Plan-38$1,395,652$206,410$5,432iApproximate average salary by contribution assumption: employee only about $135,796 at 4% or $90,531 at 6%; with 50% employer match about $90,531 at 4% or $60,354 at 6%; with 100% employer match about $67,898 at 4% or $45,265 at 6%.
2012260$5,579,297$742,110$12,369iApproximate average salary by contribution assumption: employee only about $309,213 at 4% or $206,142 at 6%; with 50% employer match about $206,142 at 4% or $137,428 at 6%; with 100% employer match about $154,606 at 4% or $103,071 at 6%.
Thoroughbred Research Group Inc Employee Stock Ownership Plan-47$4,323,680$560,832$11,933iApproximate average salary by contribution assumption: employee only about $298,315 at 4% or $198,877 at 6%; with 50% employer match about $198,877 at 4% or $132,584 at 6%; with 100% employer match about $149,157 at 4% or $99,438 at 6%.
Wilkerson & Associates 401K Plan-60$1,255,617$181,278$3,021iApproximate average salary by contribution assumption: employee only about $75,533 at 4% or $50,355 at 6%; with 50% employer match about $50,355 at 4% or $33,570 at 6%; with 100% employer match about $37,766 at 4% or $25,178 at 6%.
2011271$2,689,947$1,026,853$14,463iApproximate average salary by contribution assumption: employee only about $361,568 at 4% or $241,045 at 6%; with 50% employer match about $241,045 at 4% or $160,697 at 6%; with 100% employer match about $180,784 at 4% or $120,523 at 6%.
Thoroughbred Research Group Inc Employee Stock Ownership Plan-49$1,720,215$824,225$16,821iApproximate average salary by contribution assumption: employee only about $420,523 at 4% or $280,349 at 6%; with 50% employer match about $280,349 at 4% or $186,899 at 6%; with 100% employer match about $210,261 at 4% or $140,174 at 6%.
Wilkerson & Associates 401K Plan-71$969,732$202,628$2,854iApproximate average salary by contribution assumption: employee only about $71,348 at 4% or $47,565 at 6%; with 50% employer match about $47,565 at 4% or $31,710 at 6%; with 100% employer match about $35,674 at 4% or $23,783 at 6%.
2010258$2,357,739$698,995$12,052iApproximate average salary by contribution assumption: employee only about $301,291 at 4% or $200,861 at 6%; with 50% employer match about $200,861 at 4% or $133,907 at 6%; with 100% employer match about $150,645 at 4% or $100,430 at 6%.
Thoroughbred Research Group Inc Employee Stock Ownership Plan-44$1,486,047$531,010$12,068iApproximate average salary by contribution assumption: employee only about $301,710 at 4% or $201,140 at 6%; with 50% employer match about $201,140 at 4% or $134,093 at 6%; with 100% employer match about $150,855 at 4% or $100,570 at 6%.
Wilkerson & Associates 401K Plan-58$871,692$167,985$2,896iApproximate average salary by contribution assumption: employee only about $72,407 at 4% or $48,272 at 6%; with 50% employer match about $48,272 at 4% or $32,181 at 6%; with 100% employer match about $36,204 at 4% or $24,136 at 6%.
2009480$2,456,904$872,368$10,905iApproximate average salary by contribution assumption: employee only about $272,615 at 4% or $181,743 at 6%; with 50% employer match about $181,743 at 4% or $121,162 at 6%; with 100% employer match about $136,308 at 4% or $90,872 at 6%.
Thoroughbred Research Group Inc Employee Stock Ownership Plan-43$1,655,253$555,215$12,912iApproximate average salary by contribution assumption: employee only about $322,799 at 4% or $215,200 at 6%; with 50% employer match about $215,200 at 4% or $143,466 at 6%; with 100% employer match about $161,400 at 4% or $107,600 at 6%.
Wilkerson & Associates 401K Plan-80$630,910$146,412$1,830iApproximate average salary by contribution assumption: employee only about $45,754 at 4% or $30,503 at 6%; with 50% employer match about $30,503 at 4% or $20,335 at 6%; with 100% employer match about $22,877 at 4% or $15,251 at 6%.
Thoroughbred Research Group Inc Employee Stock Ownership Plan-24$170,741$170,741$7,114iApproximate average salary by contribution assumption: employee only about $177,855 at 4% or $118,570 at 6%; with 50% employer match about $118,570 at 4% or $79,047 at 6%; with 100% employer match about $88,928 at 4% or $59,285 at 6%.
Thoroughbred Research Group Inc Employee Stock Ownership Plan-----
2008239$0$0-
Thoroughbred Research Group Inc Employee Stock Ownership Plan-35---
Wilkerson & Associates 401K Plan-39---
2007219$0$0-
Wilkerson & Associates 401K Plan-11---
Thoroughbred Research Group Inc Employee Stock Ownership Plan-19---
2005120$358,575$38,212$1,911iApproximate average salary by contribution assumption: employee only about $47,765 at 4% or $31,843 at 6%; with 50% employer match about $31,843 at 4% or $21,229 at 6%; with 100% employer match about $23,883 at 4% or $15,922 at 6%.
Wilkerson & Associates 401K Plan-20$358,575$38,212$1,911iApproximate average salary by contribution assumption: employee only about $47,765 at 4% or $31,843 at 6%; with 50% employer match about $31,843 at 4% or $21,229 at 6%; with 100% employer match about $23,883 at 4% or $15,922 at 6%.
2004117$310,964$37,195$2,188iApproximate average salary by contribution assumption: employee only about $54,699 at 4% or $36,466 at 6%; with 50% employer match about $36,466 at 4% or $24,310 at 6%; with 100% employer match about $27,349 at 4% or $18,233 at 6%.
Wilkerson & Associates 401K Plan-17$310,964$37,195$2,188iApproximate average salary by contribution assumption: employee only about $54,699 at 4% or $36,466 at 6%; with 50% employer match about $36,466 at 4% or $24,310 at 6%; with 100% employer match about $27,349 at 4% or $18,233 at 6%.
2003125$246,790$28,534$1,141iApproximate average salary by contribution assumption: employee only about $28,534 at 4% or $19,023 at 6%; with 50% employer match about $19,023 at 4% or $12,682 at 6%; with 100% employer match about $14,267 at 4% or $9,511 at 6%.
Wilkerson & Associates 401K Plan-25$246,790$28,534$1,141iApproximate average salary by contribution assumption: employee only about $28,534 at 4% or $19,023 at 6%; with 50% employer match about $19,023 at 4% or $12,682 at 6%; with 100% employer match about $14,267 at 4% or $9,511 at 6%.
2002129$209,146$34,277$1,182iApproximate average salary by contribution assumption: employee only about $29,549 at 4% or $19,699 at 6%; with 50% employer match about $19,699 at 4% or $13,133 at 6%; with 100% employer match about $14,775 at 4% or $9,850 at 6%.
Wilkerson & Associates 401K Plan-29$209,146$34,277$1,182iApproximate average salary by contribution assumption: employee only about $29,549 at 4% or $19,699 at 6%; with 50% employer match about $19,699 at 4% or $13,133 at 6%; with 100% employer match about $14,775 at 4% or $9,850 at 6%.
2001130$209,955$33,462$1,115iApproximate average salary by contribution assumption: employee only about $27,885 at 4% or $18,590 at 6%; with 50% employer match about $18,590 at 4% or $12,393 at 6%; with 100% employer match about $13,943 at 4% or $9,295 at 6%.
Wilkerson & Associates 401K Plan-30$209,955$33,462$1,115iApproximate average salary by contribution assumption: employee only about $27,885 at 4% or $18,590 at 6%; with 50% employer match about $18,590 at 4% or $12,393 at 6%; with 100% employer match about $13,943 at 4% or $9,295 at 6%.
2000134$216,628$52,239$1,536iApproximate average salary by contribution assumption: employee only about $38,411 at 4% or $25,607 at 6%; with 50% employer match about $25,607 at 4% or $17,072 at 6%; with 100% employer match about $19,206 at 4% or $12,804 at 6%.
Wilkerson & Associates 401K Plan-34$216,628$52,239$1,536iApproximate average salary by contribution assumption: employee only about $38,411 at 4% or $25,607 at 6%; with 50% employer match about $25,607 at 4% or $17,072 at 6%; with 100% employer match about $19,206 at 4% or $12,804 at 6%.
1999175$203,754$37,759$503iApproximate average salary by contribution assumption: employee only about $12,586 at 4% or $8,391 at 6%; with 50% employer match about $8,391 at 4% or $5,594 at 6%; with 100% employer match about $6,293 at 4% or $4,195 at 6%.
Wilkerson & Associates 401K Plan-75$203,754$37,759$503iApproximate average salary by contribution assumption: employee only about $12,586 at 4% or $8,391 at 6%; with 50% employer match about $8,391 at 4% or $5,594 at 6%; with 100% employer match about $6,293 at 4% or $4,195 at 6%.