Civic Intelligence

Westphalen Insurance Services Inc.

Plan context: Wisi Employees Profit Sharing Plan

EIN 68-0117830 • Edmond, OK • 17 filings • 1 plans

P.O. Box 2927Edmond, OK 73083
Current Snapshot

Latest Year

2018

2018 Participants

11

2018 Assets

$87,077

2018 Contributions

$175,000

Historical Graphs

Total Assets Over Time

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

$1,226,922$613,461$0200220102017YearValue
$87,077Latest year 2017

Participants Over Time

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

32160200220102017YearValue
11Latest 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
201810$0$0-
Wisi Employees Profit Sharing Plan-0$0--
2017111$87,077$0-
Wisi Employees Profit Sharing Plan-11$87,077--
2016112$836,930$0-
Wisi Employees Profit Sharing Plan-12$836,930--
2015114$831,808$0-
Wisi Employees Profit Sharing Plan-14$831,808$0-
2014115$1,080,281$0-
Wisi Employees Profit Sharing Plan-15$1,080,281--
2013116$1,062,444$0-
Wisi Employees Profit Sharing Plan-16$1,062,444--
2012119$999,839$0-
Wisi Employees Profit Sharing Plan-19$999,839--
2011125$1,024,046$0-
Wisi Employees Profit Sharing Plan-25$1,024,046--
2010126$1,081,430$0-
Wisi Employees Profit Sharing Plan-26$1,081,430--
2009129$987,693$0-
Wisi Employees Profit Sharing Plan-29$987,693--
2008129$791,560$0-
Wisi Employees Profit Sharing Plan-29$791,560--
2007131$0$0-
Wisi Employees Profit Sharing Plan-31---
2006132$1,226,922$175,000$5,469iApproximate average salary by contribution assumption: employee only about $136,719 at 4% or $91,146 at 6%; with 50% employer match about $91,146 at 4% or $60,764 at 6%; with 100% employer match about $68,359 at 4% or $45,573 at 6%.
Wisi Employees Profit Sharing Plan-32$1,226,922$175,000$5,469iApproximate average salary by contribution assumption: employee only about $136,719 at 4% or $91,146 at 6%; with 50% employer match about $91,146 at 4% or $60,764 at 6%; with 100% employer match about $68,359 at 4% or $45,573 at 6%.
2005132$964,464$100,000$3,125iApproximate average salary by contribution assumption: employee only about $78,125 at 4% or $52,083 at 6%; with 50% employer match about $52,083 at 4% or $34,722 at 6%; with 100% employer match about $39,063 at 4% or $26,042 at 6%.
Wisi Employees Profit Sharing Plan-32$964,464$100,000$3,125iApproximate average salary by contribution assumption: employee only about $78,125 at 4% or $52,083 at 6%; with 50% employer match about $52,083 at 4% or $34,722 at 6%; with 100% employer match about $39,063 at 4% or $26,042 at 6%.
2004127$856,250$45,000$1,667iApproximate average salary by contribution assumption: employee only about $41,667 at 4% or $27,778 at 6%; with 50% employer match about $27,778 at 4% or $18,519 at 6%; with 100% employer match about $20,833 at 4% or $13,889 at 6%.
Wisi Employees Profit Sharing Plan-27$856,250$45,000$1,667iApproximate average salary by contribution assumption: employee only about $41,667 at 4% or $27,778 at 6%; with 50% employer match about $27,778 at 4% or $18,519 at 6%; with 100% employer match about $20,833 at 4% or $13,889 at 6%.
2003128$720,884$50,000$1,786iApproximate average salary by contribution assumption: employee only about $44,643 at 4% or $29,762 at 6%; with 50% employer match about $29,762 at 4% or $19,841 at 6%; with 100% employer match about $22,321 at 4% or $14,881 at 6%.
Wisi Employees Profit Sharing Plan-28$720,884$50,000$1,786iApproximate average salary by contribution assumption: employee only about $44,643 at 4% or $29,762 at 6%; with 50% employer match about $29,762 at 4% or $19,841 at 6%; with 100% employer match about $22,321 at 4% or $14,881 at 6%.
2002121$562,857$96,000$4,571iApproximate average salary by contribution assumption: employee only about $114,286 at 4% or $76,190 at 6%; with 50% employer match about $76,190 at 4% or $50,794 at 6%; with 100% employer match about $57,143 at 4% or $38,095 at 6%.
Wisi Employees Profit Sharing Plan-21$562,857$96,000$4,571iApproximate average salary by contribution assumption: employee only about $114,286 at 4% or $76,190 at 6%; with 50% employer match about $76,190 at 4% or $50,794 at 6%; with 100% employer match about $57,143 at 4% or $38,095 at 6%.