Civic Intelligence

Wareham Property Group Inc

Plan context: Wareham Property Group Inc 401K Profit Sharing Plan && Trust

EIN 68-0014718 • San Rafael, CA • 26 filings • 6 plans

1120 Nye Street,Suite 400San Rafael, CA 94901
Current Snapshot

Latest Year

2024

2024 Participants

70

2024 Assets

$8,407,820

2024 Contributions

$807,019

Historical Graphs

Total Assets Over Time

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

$8,407,820$4,203,910$0199920132024YearValue
$8,407,820Latest year 2024

Participants Over Time

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

104520199920112024YearValue
70Latest year 2024

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
2024170$8,407,820$807,019$11,529iApproximate average salary by contribution assumption: employee only about $288,221 at 4% or $192,147 at 6%; with 50% employer match about $192,147 at 4% or $128,098 at 6%; with 100% employer match about $144,111 at 4% or $96,074 at 6%.
Wareham Property Group Inc 401K Profit Sharing Plan && Trust-70$8,407,820$807,019$11,529iApproximate average salary by contribution assumption: employee only about $288,221 at 4% or $192,147 at 6%; with 50% employer match about $192,147 at 4% or $128,098 at 6%; with 100% employer match about $144,111 at 4% or $96,074 at 6%.
2023152$7,408,943$935,901$17,998iApproximate average salary by contribution assumption: employee only about $449,952 at 4% or $299,968 at 6%; with 50% employer match about $299,968 at 4% or $199,979 at 6%; with 100% employer match about $224,976 at 4% or $149,984 at 6%.
Wareham Property Group Inc 401K Profit Sharing Plan && Trust-52$7,408,943$935,901$17,998iApproximate average salary by contribution assumption: employee only about $449,952 at 4% or $299,968 at 6%; with 50% employer match about $299,968 at 4% or $199,979 at 6%; with 100% employer match about $224,976 at 4% or $149,984 at 6%.
20221104$6,347,834$871,726$8,382iApproximate average salary by contribution assumption: employee only about $209,550 at 4% or $139,700 at 6%; with 50% employer match about $139,700 at 4% or $93,133 at 6%; with 100% employer match about $104,775 at 4% or $69,850 at 6%.
Wareham Property Group Inc 401K Profit Sharing Plan && Trust-104$6,347,834$871,726$8,382iApproximate average salary by contribution assumption: employee only about $209,550 at 4% or $139,700 at 6%; with 50% employer match about $139,700 at 4% or $93,133 at 6%; with 100% employer match about $104,775 at 4% or $69,850 at 6%.
2021196$7,467,710$817,765$8,518iApproximate average salary by contribution assumption: employee only about $212,960 at 4% or $141,973 at 6%; with 50% employer match about $141,973 at 4% or $94,649 at 6%; with 100% employer match about $106,480 at 4% or $70,987 at 6%.
Wareham Property Group Inc 401K Profit Sharing Plan && Trust-96$7,467,710$817,765$8,518iApproximate average salary by contribution assumption: employee only about $212,960 at 4% or $141,973 at 6%; with 50% employer match about $141,973 at 4% or $94,649 at 6%; with 100% employer match about $106,480 at 4% or $70,987 at 6%.
2020191$7,593,726$874,218$9,607iApproximate average salary by contribution assumption: employee only about $240,170 at 4% or $160,113 at 6%; with 50% employer match about $160,113 at 4% or $106,742 at 6%; with 100% employer match about $120,085 at 4% or $80,057 at 6%.
Wareham Property Group Inc 401K Profit Sharing Plan && Trust-91$7,593,726$874,218$9,607iApproximate average salary by contribution assumption: employee only about $240,170 at 4% or $160,113 at 6%; with 50% employer match about $160,113 at 4% or $106,742 at 6%; with 100% employer match about $120,085 at 4% or $80,057 at 6%.
2019171$6,707,652$560,240$7,891iApproximate average salary by contribution assumption: employee only about $197,268 at 4% or $131,512 at 6%; with 50% employer match about $131,512 at 4% or $87,674 at 6%; with 100% employer match about $98,634 at 4% or $65,756 at 6%.
Wareham Property Group Inc 401K Profit Sharing Plan && Trust-71$6,707,652$560,240$7,891iApproximate average salary by contribution assumption: employee only about $197,268 at 4% or $131,512 at 6%; with 50% employer match about $131,512 at 4% or $87,674 at 6%; with 100% employer match about $98,634 at 4% or $65,756 at 6%.
2018172$5,253,828$451,819$6,275iApproximate average salary by contribution assumption: employee only about $156,882 at 4% or $104,588 at 6%; with 50% employer match about $104,588 at 4% or $69,725 at 6%; with 100% employer match about $78,441 at 4% or $52,294 at 6%.
Wareham Property Group Inc 401K Profit Sharing Plan && Trust-72$5,253,828$451,819$6,275iApproximate average salary by contribution assumption: employee only about $156,882 at 4% or $104,588 at 6%; with 50% employer match about $104,588 at 4% or $69,725 at 6%; with 100% employer match about $78,441 at 4% or $52,294 at 6%.
2017167$5,254,519$732,658$10,935iApproximate average salary by contribution assumption: employee only about $273,380 at 4% or $182,253 at 6%; with 50% employer match about $182,253 at 4% or $121,502 at 6%; with 100% employer match about $136,690 at 4% or $91,127 at 6%.
Wareham Property Group Inc 401K Profit Sharing Plan && Trust-67$5,254,519$732,658$10,935iApproximate average salary by contribution assumption: employee only about $273,380 at 4% or $182,253 at 6%; with 50% employer match about $182,253 at 4% or $121,502 at 6%; with 100% employer match about $136,690 at 4% or $91,127 at 6%.
2016157$4,051,052$389,732$6,837iApproximate average salary by contribution assumption: employee only about $170,935 at 4% or $113,957 at 6%; with 50% employer match about $113,957 at 4% or $75,971 at 6%; with 100% employer match about $85,468 at 4% or $56,978 at 6%.
Wareham Property Group Inc 401K Profit Sharing Plan && Trust-57$4,051,052$389,732$6,837iApproximate average salary by contribution assumption: employee only about $170,935 at 4% or $113,957 at 6%; with 50% employer match about $113,957 at 4% or $75,971 at 6%; with 100% employer match about $85,468 at 4% or $56,978 at 6%.
201510$3,356,277$360,970-
Wareham Property Group Inc 401K Profit Sharing Plan && Trust-0$3,356,277$360,970-
2014140$3,070,676$367,500$9,188iApproximate average salary by contribution assumption: employee only about $229,688 at 4% or $153,125 at 6%; with 50% employer match about $153,125 at 4% or $102,083 at 6%; with 100% employer match about $114,844 at 4% or $76,563 at 6%.
Wareham Property Group Inc 401K Profit Sharing Plan && Trust-40$3,070,676$367,500$9,188iApproximate average salary by contribution assumption: employee only about $229,688 at 4% or $153,125 at 6%; with 50% employer match about $153,125 at 4% or $102,083 at 6%; with 100% employer match about $114,844 at 4% or $76,563 at 6%.
201310$2,578,609$259,661-
Wareham Property Group Inc 401K Profit Sharing Plan && Trust-0$2,578,609$259,661-
2012145$2,183,049$327,503$7,278iApproximate average salary by contribution assumption: employee only about $181,946 at 4% or $121,297 at 6%; with 50% employer match about $121,297 at 4% or $80,865 at 6%; with 100% employer match about $90,973 at 4% or $60,649 at 6%.
Wareham Property Group Inc 401K Profit Sharing Plan && Trust-45$2,183,049$327,503$7,278iApproximate average salary by contribution assumption: employee only about $181,946 at 4% or $121,297 at 6%; with 50% employer match about $121,297 at 4% or $80,865 at 6%; with 100% employer match about $90,973 at 4% or $60,649 at 6%.
2011139$1,807,492$293,505$7,526iApproximate average salary by contribution assumption: employee only about $188,144 at 4% or $125,429 at 6%; with 50% employer match about $125,429 at 4% or $83,620 at 6%; with 100% employer match about $94,072 at 4% or $62,715 at 6%.
Wareham Property Group Inc 401K Profit Sharing Plan && Trust-39$1,807,492$293,505$7,526iApproximate average salary by contribution assumption: employee only about $188,144 at 4% or $125,429 at 6%; with 50% employer match about $125,429 at 4% or $83,620 at 6%; with 100% employer match about $94,072 at 4% or $62,715 at 6%.
2010139$1,842,370$274,149$7,029iApproximate average salary by contribution assumption: employee only about $175,737 at 4% or $117,158 at 6%; with 50% employer match about $117,158 at 4% or $78,105 at 6%; with 100% employer match about $87,868 at 4% or $58,579 at 6%.
Wareham Property Group Inc 401K Profit Sharing Plan && Trust-39$1,842,370$274,149$7,029iApproximate average salary by contribution assumption: employee only about $175,737 at 4% or $117,158 at 6%; with 50% employer match about $117,158 at 4% or $78,105 at 6%; with 100% employer match about $87,868 at 4% or $58,579 at 6%.
2009139$1,429,952$299,252$7,673iApproximate average salary by contribution assumption: employee only about $191,828 at 4% or $127,885 at 6%; with 50% employer match about $127,885 at 4% or $85,257 at 6%; with 100% employer match about $95,914 at 4% or $63,943 at 6%.
Wareham Property Group Inc 401K Profit Sharing Plan && Trust-39$1,429,952$299,252$7,673iApproximate average salary by contribution assumption: employee only about $191,828 at 4% or $127,885 at 6%; with 50% employer match about $127,885 at 4% or $85,257 at 6%; with 100% employer match about $95,914 at 4% or $63,943 at 6%.
2008134$966,027$234,893$6,909iApproximate average salary by contribution assumption: employee only about $172,715 at 4% or $115,144 at 6%; with 50% employer match about $115,144 at 4% or $76,762 at 6%; with 100% employer match about $86,358 at 4% or $57,572 at 6%.
Wareham Property Group Inc 401K Profit Sharing Plan && Trust-34$966,027$234,893$6,909iApproximate average salary by contribution assumption: employee only about $172,715 at 4% or $115,144 at 6%; with 50% employer match about $115,144 at 4% or $76,762 at 6%; with 100% employer match about $86,358 at 4% or $57,572 at 6%.
2007130$1,206,280$228,265$7,609iApproximate average salary by contribution assumption: employee only about $190,221 at 4% or $126,814 at 6%; with 50% employer match about $126,814 at 4% or $84,543 at 6%; with 100% employer match about $95,110 at 4% or $63,407 at 6%.
Wareham Property Group Inc 401K Profit Sharing Plan && Trust-30$1,206,280$228,265$7,609iApproximate average salary by contribution assumption: employee only about $190,221 at 4% or $126,814 at 6%; with 50% employer match about $126,814 at 4% or $84,543 at 6%; with 100% employer match about $95,110 at 4% or $63,407 at 6%.
2006126$955,944$134,900$5,188iApproximate average salary by contribution assumption: employee only about $129,712 at 4% or $86,474 at 6%; with 50% employer match about $86,474 at 4% or $57,650 at 6%; with 100% employer match about $64,856 at 4% or $43,237 at 6%.
Wareham Property Group Inc 401K Profit Sharing Plan && Trust-26$955,944$134,900$5,188iApproximate average salary by contribution assumption: employee only about $129,712 at 4% or $86,474 at 6%; with 50% employer match about $86,474 at 4% or $57,650 at 6%; with 100% employer match about $64,856 at 4% or $43,237 at 6%.
2005129$785,312$203,738$7,025iApproximate average salary by contribution assumption: employee only about $175,636 at 4% or $117,091 at 6%; with 50% employer match about $117,091 at 4% or $78,061 at 6%; with 100% employer match about $87,818 at 4% or $58,545 at 6%.
Wareham Property Group Inc 401K Profit Sharing Plan && Trust-29$785,312$203,738$7,025iApproximate average salary by contribution assumption: employee only about $175,636 at 4% or $117,091 at 6%; with 50% employer match about $117,091 at 4% or $78,061 at 6%; with 100% employer match about $87,818 at 4% or $58,545 at 6%.
2004129$613,474$194,610$6,711iApproximate average salary by contribution assumption: employee only about $167,767 at 4% or $111,845 at 6%; with 50% employer match about $111,845 at 4% or $74,563 at 6%; with 100% employer match about $83,884 at 4% or $55,922 at 6%.
Wareham Property Group Inc 401K Profit Sharing Plan && Trust-29$613,474$194,610$6,711iApproximate average salary by contribution assumption: employee only about $167,767 at 4% or $111,845 at 6%; with 50% employer match about $111,845 at 4% or $74,563 at 6%; with 100% employer match about $83,884 at 4% or $55,922 at 6%.
2003129$430,621$109,281$3,768iApproximate average salary by contribution assumption: employee only about $94,208 at 4% or $62,805 at 6%; with 50% employer match about $62,805 at 4% or $41,870 at 6%; with 100% employer match about $47,104 at 4% or $31,403 at 6%.
Wareham Property Group Inc 401K Profit Sharing Plan && Trust-29$430,621$109,281$3,768iApproximate average salary by contribution assumption: employee only about $94,208 at 4% or $62,805 at 6%; with 50% employer match about $62,805 at 4% or $41,870 at 6%; with 100% employer match about $47,104 at 4% or $31,403 at 6%.
2002138$293,686$105,477$2,776iApproximate average salary by contribution assumption: employee only about $69,393 at 4% or $46,262 at 6%; with 50% employer match about $46,262 at 4% or $30,841 at 6%; with 100% employer match about $34,696 at 4% or $23,131 at 6%.
Wareham Property Group Inc 401K Profit Sharing Plan && Trust-38$293,686$105,477$2,776iApproximate average salary by contribution assumption: employee only about $69,393 at 4% or $46,262 at 6%; with 50% employer match about $46,262 at 4% or $30,841 at 6%; with 100% employer match about $34,696 at 4% or $23,131 at 6%.
2001124$0$0-
Wareham Property Group Inc 401K Profit Sharing Plan && Trust-24---
2000115$0$0-
Wareham Property Group Inc 401K Profit Sharing Plan && Trust-15---
1999113$125,936$46,044$3,542iApproximate average salary by contribution assumption: employee only about $88,546 at 4% or $59,031 at 6%; with 50% employer match about $59,031 at 4% or $39,354 at 6%; with 100% employer match about $44,273 at 4% or $29,515 at 6%.
Wareham Property Group Inc 401K Profit Sharing Plan && Trust-13$125,936$46,044$3,542iApproximate average salary by contribution assumption: employee only about $88,546 at 4% or $59,031 at 6%; with 50% employer match about $59,031 at 4% or $39,354 at 6%; with 100% employer match about $44,273 at 4% or $29,515 at 6%.