Civic Intelligence

Williamson Financial Consultants

Plan context: Williamson Financial 401K Plan

EIN 71-0937851 • 4 filings • 1 plans

Current Snapshot

Latest Year

2006

2006 Participants

3

2006 Assets

$5,209

2006 Contributions

$19

Historical Graphs

Total Assets Over Time

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

$5,209$2,605$0200320042005YearValue
$5,209Latest year 2005

Participants Over Time

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

630200320042005YearValue
3Latest year 2005

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
200610$0$19-
Williamson Financial 401K Plan-0-$19-
200513$5,209$1,396$465iApproximate average salary by contribution assumption: employee only about $11,633 at 4% or $7,756 at 6%; with 50% employer match about $7,756 at 4% or $5,170 at 6%; with 100% employer match about $5,817 at 4% or $3,878 at 6%.
Williamson Financial 401K Plan-3$5,209$1,396$465iApproximate average salary by contribution assumption: employee only about $11,633 at 4% or $7,756 at 6%; with 50% employer match about $7,756 at 4% or $5,170 at 6%; with 100% employer match about $5,817 at 4% or $3,878 at 6%.
200413$5,192$3,215$1,072iApproximate average salary by contribution assumption: employee only about $26,792 at 4% or $17,861 at 6%; with 50% employer match about $17,861 at 4% or $11,907 at 6%; with 100% employer match about $13,396 at 4% or $8,931 at 6%.
Williamson Financial 401K Plan-3$5,192$3,215$1,072iApproximate average salary by contribution assumption: employee only about $26,792 at 4% or $17,861 at 6%; with 50% employer match about $17,861 at 4% or $11,907 at 6%; with 100% employer match about $13,396 at 4% or $8,931 at 6%.
200316$1,644$1,564$261iApproximate average salary by contribution assumption: employee only about $6,517 at 4% or $4,344 at 6%; with 50% employer match about $4,344 at 4% or $2,896 at 6%; with 100% employer match about $3,258 at 4% or $2,172 at 6%.
Williamson Financial 401K Plan-6$1,644$1,564$261iApproximate average salary by contribution assumption: employee only about $6,517 at 4% or $4,344 at 6%; with 50% employer match about $4,344 at 4% or $2,896 at 6%; with 100% employer match about $3,258 at 4% or $2,172 at 6%.