Civic Intelligence

Willow Creek Wealth Management Inc.

Plan context: Willow Creek Wealth Management Inc. 401(K) Profit Sharing Plan

EIN 68-0431551 • Sebastopol, CA • 25 filings • 3 plans

825 Gravenstein Hwy North, Suite 5Sebastopol, CA 95472
Current Snapshot

Latest Year

2024

2024 Participants

21

2024 Assets

$8,784,097

2024 Contributions

$751,444

Historical Graphs

Total Assets Over Time

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

$9,799,115$4,899,558$0200020122024YearValue
$8,784,097Latest year 2024

Participants Over Time

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

21110200020122024YearValue
21Latest 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
2024121$8,784,097$751,444$35,783iApproximate average salary by contribution assumption: employee only about $894,576 at 4% or $596,384 at 6%; with 50% employer match about $596,384 at 4% or $397,589 at 6%; with 100% employer match about $447,288 at 4% or $298,192 at 6%.
Willow Creek Wealth Management Inc. 401(K) Profit Sharing Plan-21$8,784,097$751,444$35,783iApproximate average salary by contribution assumption: employee only about $894,576 at 4% or $596,384 at 6%; with 50% employer match about $596,384 at 4% or $397,589 at 6%; with 100% employer match about $447,288 at 4% or $298,192 at 6%.
2023120$8,000,277$743,903$37,195iApproximate average salary by contribution assumption: employee only about $929,879 at 4% or $619,919 at 6%; with 50% employer match about $619,919 at 4% or $413,279 at 6%; with 100% employer match about $464,939 at 4% or $309,960 at 6%.
Willow Creek Wealth Management Inc. 401(K) Profit Sharing Plan-20$8,000,277$743,903$37,195iApproximate average salary by contribution assumption: employee only about $929,879 at 4% or $619,919 at 6%; with 50% employer match about $619,919 at 4% or $413,279 at 6%; with 100% employer match about $464,939 at 4% or $309,960 at 6%.
2022119$6,309,048$280,489$14,763iApproximate average salary by contribution assumption: employee only about $369,064 at 4% or $246,043 at 6%; with 50% employer match about $246,043 at 4% or $164,029 at 6%; with 100% employer match about $184,532 at 4% or $123,021 at 6%.
Willow Creek Wealth Management Inc. 401(K) Profit Sharing Plan-19$6,309,048$280,489$14,763iApproximate average salary by contribution assumption: employee only about $369,064 at 4% or $246,043 at 6%; with 50% employer match about $246,043 at 4% or $164,029 at 6%; with 100% employer match about $184,532 at 4% or $123,021 at 6%.
2021120$9,799,115$632,998$31,650iApproximate average salary by contribution assumption: employee only about $791,248 at 4% or $527,498 at 6%; with 50% employer match about $527,498 at 4% or $351,666 at 6%; with 100% employer match about $395,624 at 4% or $263,749 at 6%.
Willow Creek Wealth Management Inc. 401(K) Profit Sharing Plan-20$9,799,115$632,998$31,650iApproximate average salary by contribution assumption: employee only about $791,248 at 4% or $527,498 at 6%; with 50% employer match about $527,498 at 4% or $351,666 at 6%; with 100% employer match about $395,624 at 4% or $263,749 at 6%.
2020117$7,963,817$611,636$35,979iApproximate average salary by contribution assumption: employee only about $899,465 at 4% or $599,643 at 6%; with 50% employer match about $599,643 at 4% or $399,762 at 6%; with 100% employer match about $449,732 at 4% or $299,822 at 6%.
Willow Creek Wealth Management Inc. 401(K) Profit Sharing Plan-17$7,963,817$611,636$35,979iApproximate average salary by contribution assumption: employee only about $899,465 at 4% or $599,643 at 6%; with 50% employer match about $599,643 at 4% or $399,762 at 6%; with 100% employer match about $449,732 at 4% or $299,822 at 6%.
2019115$7,353,159$528,039$35,203iApproximate average salary by contribution assumption: employee only about $880,065 at 4% or $586,710 at 6%; with 50% employer match about $586,710 at 4% or $391,140 at 6%; with 100% employer match about $440,033 at 4% or $293,355 at 6%.
Willow Creek Wealth Management Inc. 401(K) Profit Sharing Plan-15$7,353,159$528,039$35,203iApproximate average salary by contribution assumption: employee only about $880,065 at 4% or $586,710 at 6%; with 50% employer match about $586,710 at 4% or $391,140 at 6%; with 100% employer match about $440,033 at 4% or $293,355 at 6%.
2018115$5,837,501$497,070$33,138iApproximate average salary by contribution assumption: employee only about $828,450 at 4% or $552,300 at 6%; with 50% employer match about $552,300 at 4% or $368,200 at 6%; with 100% employer match about $414,225 at 4% or $276,150 at 6%.
Willow Creek Wealth Management Inc. 401(K) Profit Sharing Plan-15$5,837,501$497,070$33,138iApproximate average salary by contribution assumption: employee only about $828,450 at 4% or $552,300 at 6%; with 50% employer match about $552,300 at 4% or $368,200 at 6%; with 100% employer match about $414,225 at 4% or $276,150 at 6%.
2017114$5,847,126$484,308$34,593iApproximate average salary by contribution assumption: employee only about $864,836 at 4% or $576,557 at 6%; with 50% employer match about $576,557 at 4% or $384,371 at 6%; with 100% employer match about $432,418 at 4% or $288,279 at 6%.
Willow Creek Wealth Management Inc. 401(K) Profit Sharing Plan-14$5,847,126$484,308$34,593iApproximate average salary by contribution assumption: employee only about $864,836 at 4% or $576,557 at 6%; with 50% employer match about $576,557 at 4% or $384,371 at 6%; with 100% employer match about $432,418 at 4% or $288,279 at 6%.
2016113$4,916,113$451,921$34,763iApproximate average salary by contribution assumption: employee only about $869,079 at 4% or $579,386 at 6%; with 50% employer match about $579,386 at 4% or $386,257 at 6%; with 100% employer match about $434,539 at 4% or $289,693 at 6%.
Willow Creek Wealth Management Inc. 401(K) Profit Sharing Plan-13$4,916,113$451,921$34,763iApproximate average salary by contribution assumption: employee only about $869,079 at 4% or $579,386 at 6%; with 50% employer match about $579,386 at 4% or $386,257 at 6%; with 100% employer match about $434,539 at 4% or $289,693 at 6%.
2015113$3,988,171$424,177$32,629iApproximate average salary by contribution assumption: employee only about $815,725 at 4% or $543,817 at 6%; with 50% employer match about $543,817 at 4% or $362,544 at 6%; with 100% employer match about $407,863 at 4% or $271,908 at 6%.
Willow Creek Wealth Management Inc. 401(K) Profit Sharing Plan-13$3,988,171$424,177$32,629iApproximate average salary by contribution assumption: employee only about $815,725 at 4% or $543,817 at 6%; with 50% employer match about $543,817 at 4% or $362,544 at 6%; with 100% employer match about $407,863 at 4% or $271,908 at 6%.
2014111$3,665,904$360,326$32,757iApproximate average salary by contribution assumption: employee only about $818,923 at 4% or $545,948 at 6%; with 50% employer match about $545,948 at 4% or $363,966 at 6%; with 100% employer match about $409,461 at 4% or $272,974 at 6%.
Willow Creek Wealth Management Inc. 401(K) Profit Sharing Plan-11$3,665,904$360,326$32,757iApproximate average salary by contribution assumption: employee only about $818,923 at 4% or $545,948 at 6%; with 50% employer match about $545,948 at 4% or $363,966 at 6%; with 100% employer match about $409,461 at 4% or $272,974 at 6%.
201319$3,474,177$262,782$29,198iApproximate average salary by contribution assumption: employee only about $729,950 at 4% or $486,633 at 6%; with 50% employer match about $486,633 at 4% or $324,422 at 6%; with 100% employer match about $364,975 at 4% or $243,317 at 6%.
Willow Creek Wealth Management Inc. 401(K) Profit Sharing Plan-9$3,474,177$262,782$29,198iApproximate average salary by contribution assumption: employee only about $729,950 at 4% or $486,633 at 6%; with 50% employer match about $486,633 at 4% or $324,422 at 6%; with 100% employer match about $364,975 at 4% or $243,317 at 6%.
2012110$2,819,919$241,057$24,106iApproximate average salary by contribution assumption: employee only about $602,643 at 4% or $401,762 at 6%; with 50% employer match about $401,762 at 4% or $267,841 at 6%; with 100% employer match about $301,321 at 4% or $200,881 at 6%.
Willow Creek Wealth Management Inc. 401(K) Profit Sharing Plan-10$2,819,919$241,057$24,106iApproximate average salary by contribution assumption: employee only about $602,643 at 4% or $401,762 at 6%; with 50% employer match about $401,762 at 4% or $267,841 at 6%; with 100% employer match about $301,321 at 4% or $200,881 at 6%.
2011110$2,261,542$218,900$21,890iApproximate average salary by contribution assumption: employee only about $547,250 at 4% or $364,833 at 6%; with 50% employer match about $364,833 at 4% or $243,222 at 6%; with 100% employer match about $273,625 at 4% or $182,417 at 6%.
Willow Creek Wealth Management Inc. 401(K) Profit Sharing Plan-10$2,261,542$218,900$21,890iApproximate average salary by contribution assumption: employee only about $547,250 at 4% or $364,833 at 6%; with 50% employer match about $364,833 at 4% or $243,222 at 6%; with 100% employer match about $273,625 at 4% or $182,417 at 6%.
2010110$2,091,895$222,108$22,211iApproximate average salary by contribution assumption: employee only about $555,270 at 4% or $370,180 at 6%; with 50% employer match about $370,180 at 4% or $246,787 at 6%; with 100% employer match about $277,635 at 4% or $185,090 at 6%.
Willow Creek Wealth Management Inc. 401(K) Profit Sharing Plan-10$2,091,895$222,108$22,211iApproximate average salary by contribution assumption: employee only about $555,270 at 4% or $370,180 at 6%; with 50% employer match about $370,180 at 4% or $246,787 at 6%; with 100% employer match about $277,635 at 4% or $185,090 at 6%.
2009110$1,603,184$201,383$20,138iApproximate average salary by contribution assumption: employee only about $503,458 at 4% or $335,638 at 6%; with 50% employer match about $335,638 at 4% or $223,759 at 6%; with 100% employer match about $251,729 at 4% or $167,819 at 6%.
Willow Creek Wealth Management Inc. 401(K) Profit Sharing Plan-10$1,603,184$201,383$20,138iApproximate average salary by contribution assumption: employee only about $503,458 at 4% or $335,638 at 6%; with 50% employer match about $335,638 at 4% or $223,759 at 6%; with 100% employer match about $251,729 at 4% or $167,819 at 6%.
2008110$1,300,811$255,754$25,575iApproximate average salary by contribution assumption: employee only about $639,385 at 4% or $426,257 at 6%; with 50% employer match about $426,257 at 4% or $284,171 at 6%; with 100% employer match about $319,693 at 4% or $213,128 at 6%.
Willow Creek Wealth Management Inc. 401(K) Profit Sharing Plan-10$1,300,811$255,754$25,575iApproximate average salary by contribution assumption: employee only about $639,385 at 4% or $426,257 at 6%; with 50% employer match about $426,257 at 4% or $284,171 at 6%; with 100% employer match about $319,693 at 4% or $213,128 at 6%.
2007110$1,484,463$203,507$20,351iApproximate average salary by contribution assumption: employee only about $508,768 at 4% or $339,178 at 6%; with 50% employer match about $339,178 at 4% or $226,119 at 6%; with 100% employer match about $254,384 at 4% or $169,589 at 6%.
Willow Creek Wealth Management Inc. 401(K) Profit Sharing Plan-10$1,484,463$203,507$20,351iApproximate average salary by contribution assumption: employee only about $508,768 at 4% or $339,178 at 6%; with 50% employer match about $339,178 at 4% or $226,119 at 6%; with 100% employer match about $254,384 at 4% or $169,589 at 6%.
200619$1,387,852$195,299$21,700iApproximate average salary by contribution assumption: employee only about $542,497 at 4% or $361,665 at 6%; with 50% employer match about $361,665 at 4% or $241,110 at 6%; with 100% employer match about $271,249 at 4% or $180,832 at 6%.
Willow Creek Wealth Management Inc. 401(K) Profit Sharing Plan-9$1,387,852$195,299$21,700iApproximate average salary by contribution assumption: employee only about $542,497 at 4% or $361,665 at 6%; with 50% employer match about $361,665 at 4% or $241,110 at 6%; with 100% employer match about $271,249 at 4% or $180,832 at 6%.
200519$1,020,290$144,667$16,074iApproximate average salary by contribution assumption: employee only about $401,853 at 4% or $267,902 at 6%; with 50% employer match about $267,902 at 4% or $178,601 at 6%; with 100% employer match about $200,926 at 4% or $133,951 at 6%.
Willow Creek Wealth Management Inc. 401(K) Profit Sharing Plan-9$1,020,290$144,667$16,074iApproximate average salary by contribution assumption: employee only about $401,853 at 4% or $267,902 at 6%; with 50% employer match about $267,902 at 4% or $178,601 at 6%; with 100% employer match about $200,926 at 4% or $133,951 at 6%.
200418$803,676$116,022$14,503iApproximate average salary by contribution assumption: employee only about $362,569 at 4% or $241,713 at 6%; with 50% employer match about $241,713 at 4% or $161,142 at 6%; with 100% employer match about $181,284 at 4% or $120,856 at 6%.
Willow Creek Wealth Management Inc. 401(K) Profit Sharing Plan-8$803,676$116,022$14,503iApproximate average salary by contribution assumption: employee only about $362,569 at 4% or $241,713 at 6%; with 50% employer match about $241,713 at 4% or $161,142 at 6%; with 100% employer match about $181,284 at 4% or $120,856 at 6%.
200318$587,472$102,669$12,834iApproximate average salary by contribution assumption: employee only about $320,841 at 4% or $213,894 at 6%; with 50% employer match about $213,894 at 4% or $142,596 at 6%; with 100% employer match about $160,420 at 4% or $106,947 at 6%.
Willow Creek Wealth Management Inc. 401(K) Profit Sharing Plan-8$587,472$102,669$12,834iApproximate average salary by contribution assumption: employee only about $320,841 at 4% or $213,894 at 6%; with 50% employer match about $213,894 at 4% or $142,596 at 6%; with 100% employer match about $160,420 at 4% or $106,947 at 6%.
200218$361,440$95,136$11,892iApproximate average salary by contribution assumption: employee only about $297,300 at 4% or $198,200 at 6%; with 50% employer match about $198,200 at 4% or $132,133 at 6%; with 100% employer match about $148,650 at 4% or $99,100 at 6%.
Willow Creek Wealth Management Inc. 401(K) Profit Sharing Plan-8$361,440$95,136$11,892iApproximate average salary by contribution assumption: employee only about $297,300 at 4% or $198,200 at 6%; with 50% employer match about $198,200 at 4% or $132,133 at 6%; with 100% employer match about $148,650 at 4% or $99,100 at 6%.
200117$281,425$58,218$8,317iApproximate average salary by contribution assumption: employee only about $207,921 at 4% or $138,614 at 6%; with 50% employer match about $138,614 at 4% or $92,410 at 6%; with 100% employer match about $103,961 at 4% or $69,307 at 6%.
Willow Creek Wealth Management Inc. 401(K) Profit Sharing Plan-7$281,425$58,218$8,317iApproximate average salary by contribution assumption: employee only about $207,921 at 4% or $138,614 at 6%; with 50% employer match about $138,614 at 4% or $92,410 at 6%; with 100% employer match about $103,961 at 4% or $69,307 at 6%.
200017$222,964$53,233$7,605iApproximate average salary by contribution assumption: employee only about $190,118 at 4% or $126,745 at 6%; with 50% employer match about $126,745 at 4% or $84,497 at 6%; with 100% employer match about $95,059 at 4% or $63,373 at 6%.
Willow Creek Wealth Management Inc. 401(K) Profit Sharing Plan-7$222,964$53,233$7,605iApproximate average salary by contribution assumption: employee only about $190,118 at 4% or $126,745 at 6%; with 50% employer match about $126,745 at 4% or $84,497 at 6%; with 100% employer match about $95,059 at 4% or $63,373 at 6%.