Civic Intelligence

Willis and Walsh

Plan context: Willis and Walsh 401K Profit Sharing Plan & Trust

EIN 68-0128000 • Folsom, CA • 17 filings • 6 plans

550 Plaza Drive Ste 120Folsom, CA 95630
Current Snapshot

Latest Year

2016

2016 Participants

5

2016 Assets

$563,233

2016 Contributions

$8,442

Historical Graphs

Total Assets Over Time

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

$704,236$352,118$0200320102015YearValue
$563,233Latest year 2015

Participants Over Time

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

1260200020082015YearValue
5Latest year 2015

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
201610$0$8,442-
Willis and Walsh 401K Profit Sharing Plan & Trust-0$0$8,442-
201515$563,233$53,083$10,617iApproximate average salary by contribution assumption: employee only about $265,415 at 4% or $176,943 at 6%; with 50% employer match about $176,943 at 4% or $117,962 at 6%; with 100% employer match about $132,708 at 4% or $88,472 at 6%.
Willis and Walsh 401K Profit Sharing Plan & Trust-5$563,233$53,083$10,617iApproximate average salary by contribution assumption: employee only about $265,415 at 4% or $176,943 at 6%; with 50% employer match about $176,943 at 4% or $117,962 at 6%; with 100% employer match about $132,708 at 4% or $88,472 at 6%.
201416$553,998$32,875$5,479iApproximate average salary by contribution assumption: employee only about $136,979 at 4% or $91,319 at 6%; with 50% employer match about $91,319 at 4% or $60,880 at 6%; with 100% employer match about $68,490 at 4% or $45,660 at 6%.
Willis and Walsh 401K Profit Sharing Plan & Trust-6$553,998$32,875$5,479iApproximate average salary by contribution assumption: employee only about $136,979 at 4% or $91,319 at 6%; with 50% employer match about $91,319 at 4% or $60,880 at 6%; with 100% employer match about $68,490 at 4% or $45,660 at 6%.
201315$509,325$50,056$10,011iApproximate average salary by contribution assumption: employee only about $250,280 at 4% or $166,853 at 6%; with 50% employer match about $166,853 at 4% or $111,236 at 6%; with 100% employer match about $125,140 at 4% or $83,427 at 6%.
Willis and Walsh 401K Profit Sharing Plan & Trust-5$509,325$50,056$10,011iApproximate average salary by contribution assumption: employee only about $250,280 at 4% or $166,853 at 6%; with 50% employer match about $166,853 at 4% or $111,236 at 6%; with 100% employer match about $125,140 at 4% or $83,427 at 6%.
201215$404,978$19,854$3,971iApproximate average salary by contribution assumption: employee only about $99,270 at 4% or $66,180 at 6%; with 50% employer match about $66,180 at 4% or $44,120 at 6%; with 100% employer match about $49,635 at 4% or $33,090 at 6%.
Willis and Walsh 401K Profit Sharing Plan & Trust-5$404,978$19,854$3,971iApproximate average salary by contribution assumption: employee only about $99,270 at 4% or $66,180 at 6%; with 50% employer match about $66,180 at 4% or $44,120 at 6%; with 100% employer match about $49,635 at 4% or $33,090 at 6%.
201119$618,412$35,156$3,906iApproximate average salary by contribution assumption: employee only about $97,656 at 4% or $65,104 at 6%; with 50% employer match about $65,104 at 4% or $43,402 at 6%; with 100% employer match about $48,828 at 4% or $32,552 at 6%.
Willis and Walsh 401K Profit Sharing Plan & Trust-9$618,412$35,156$3,906iApproximate average salary by contribution assumption: employee only about $97,656 at 4% or $65,104 at 6%; with 50% employer match about $65,104 at 4% or $43,402 at 6%; with 100% employer match about $48,828 at 4% or $32,552 at 6%.
201019$704,236$69,291$7,699iApproximate average salary by contribution assumption: employee only about $192,475 at 4% or $128,317 at 6%; with 50% employer match about $128,317 at 4% or $85,544 at 6%; with 100% employer match about $96,238 at 4% or $64,158 at 6%.
Willis and Walsh 401K Profit Sharing Plan & Trust-9$704,236$69,291$7,699iApproximate average salary by contribution assumption: employee only about $192,475 at 4% or $128,317 at 6%; with 50% employer match about $128,317 at 4% or $85,544 at 6%; with 100% employer match about $96,238 at 4% or $64,158 at 6%.
200918$670,244$47,946$5,993iApproximate average salary by contribution assumption: employee only about $149,831 at 4% or $99,888 at 6%; with 50% employer match about $99,888 at 4% or $66,592 at 6%; with 100% employer match about $74,916 at 4% or $49,944 at 6%.
Willis and Walsh 401K Profit Sharing Plan & Trust-8$670,244$47,946$5,993iApproximate average salary by contribution assumption: employee only about $149,831 at 4% or $99,888 at 6%; with 50% employer match about $99,888 at 4% or $66,592 at 6%; with 100% employer match about $74,916 at 4% or $49,944 at 6%.
200819$500,252$69,946$7,772iApproximate average salary by contribution assumption: employee only about $194,294 at 4% or $129,530 at 6%; with 50% employer match about $129,530 at 4% or $86,353 at 6%; with 100% employer match about $97,147 at 4% or $64,765 at 6%.
Willis and Walsh 401K Profit Sharing Plan & Trust-9$500,252$69,946$7,772iApproximate average salary by contribution assumption: employee only about $194,294 at 4% or $129,530 at 6%; with 50% employer match about $129,530 at 4% or $86,353 at 6%; with 100% employer match about $97,147 at 4% or $64,765 at 6%.
200718$0$0-
Willis and Walsh 401K Profit Sharing Plan & Trust-8---
2006112$395,902$81,148$6,762iApproximate average salary by contribution assumption: employee only about $169,058 at 4% or $112,706 at 6%; with 50% employer match about $112,706 at 4% or $75,137 at 6%; with 100% employer match about $84,529 at 4% or $56,353 at 6%.
Willis and Walsh 401K Profit Sharing Plan & Trust-12$395,902$81,148$6,762iApproximate average salary by contribution assumption: employee only about $169,058 at 4% or $112,706 at 6%; with 50% employer match about $112,706 at 4% or $75,137 at 6%; with 100% employer match about $84,529 at 4% or $56,353 at 6%.
2005110$288,919$73,056$7,306iApproximate average salary by contribution assumption: employee only about $182,640 at 4% or $121,760 at 6%; with 50% employer match about $121,760 at 4% or $81,173 at 6%; with 100% employer match about $91,320 at 4% or $60,880 at 6%.
Willis and Walsh 401K Profit Sharing Plan & Trust-10$288,919$73,056$7,306iApproximate average salary by contribution assumption: employee only about $182,640 at 4% or $121,760 at 6%; with 50% employer match about $121,760 at 4% or $81,173 at 6%; with 100% employer match about $91,320 at 4% or $60,880 at 6%.
2004110$204,594$41,366$4,137iApproximate average salary by contribution assumption: employee only about $103,415 at 4% or $68,943 at 6%; with 50% employer match about $68,943 at 4% or $45,962 at 6%; with 100% employer match about $51,708 at 4% or $34,472 at 6%.
Willis and Walsh 401K Profit Sharing Plan & Trust-10$204,594$41,366$4,137iApproximate average salary by contribution assumption: employee only about $103,415 at 4% or $68,943 at 6%; with 50% employer match about $68,943 at 4% or $45,962 at 6%; with 100% employer match about $51,708 at 4% or $34,472 at 6%.
200317$154,866$25,802$3,686iApproximate average salary by contribution assumption: employee only about $92,150 at 4% or $61,433 at 6%; with 50% employer match about $61,433 at 4% or $40,956 at 6%; with 100% employer match about $46,075 at 4% or $30,717 at 6%.
Willis and Walsh 401K Profit Sharing Plan & Trust-7$154,866$25,802$3,686iApproximate average salary by contribution assumption: employee only about $92,150 at 4% or $61,433 at 6%; with 50% employer match about $61,433 at 4% or $40,956 at 6%; with 100% employer match about $46,075 at 4% or $30,717 at 6%.
200215$0$0-
Willis and Walsh 401K Profit Sharing Plan & Trust-5---
200114$0$0-
Willis and Walsh 401K Profit Sharing Plan & Trust-4---
200016$0$0-
Willis and Walsh 401K Profit Sharing Plan & Trust-6---