Willbanks & Associates Ine
Plan context: WILLBANKS & ASSOCIATES, INC. 401(K) PLAN
EIN 74-1965971 • Missouri City, TX • 25 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
25
2024 Assets
$1,275,088
2024 Contributions
$147,201
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 25 | $1,275,088 | $147,201 | $5,888iApproximate average salary by contribution assumption: employee only about $147,201 at 4% or $98,134 at 6%; with 50% employer match about $98,134 at 4% or $65,423 at 6%; with 100% employer match about $73,601 at 4% or $49,067 at 6%. |
| WILLBANKS & ASSOCIATES, INC. 401(K) PLAN | - | 25 | $1,275,088 | $147,201 | $5,888iApproximate average salary by contribution assumption: employee only about $147,201 at 4% or $98,134 at 6%; with 50% employer match about $98,134 at 4% or $65,423 at 6%; with 100% employer match about $73,601 at 4% or $49,067 at 6%. |
| 2023 | 1 | 22 | $1,037,938 | $303,247 | $13,784iApproximate average salary by contribution assumption: employee only about $344,599 at 4% or $229,733 at 6%; with 50% employer match about $229,733 at 4% or $153,155 at 6%; with 100% employer match about $172,299 at 4% or $114,866 at 6%. |
| WILLBANKS & ASSOCIATES, INC. 401(K) PLAN | - | 22 | $1,037,938 | $303,247 | $13,784iApproximate average salary by contribution assumption: employee only about $344,599 at 4% or $229,733 at 6%; with 50% employer match about $229,733 at 4% or $153,155 at 6%; with 100% employer match about $172,299 at 4% or $114,866 at 6%. |
| 2022 | 1 | 23 | $705,932 | $130,791 | $5,687iApproximate average salary by contribution assumption: employee only about $142,164 at 4% or $94,776 at 6%; with 50% employer match about $94,776 at 4% or $63,184 at 6%; with 100% employer match about $71,082 at 4% or $47,388 at 6%. |
| WILLBANKS & ASSOCIATES, INC. 401(K) PLAN | - | 23 | $705,932 | $130,791 | $5,687iApproximate average salary by contribution assumption: employee only about $142,164 at 4% or $94,776 at 6%; with 50% employer match about $94,776 at 4% or $63,184 at 6%; with 100% employer match about $71,082 at 4% or $47,388 at 6%. |
| 2021 | 1 | 21 | $717,075 | $102,581 | $4,885iApproximate average salary by contribution assumption: employee only about $122,120 at 4% or $81,413 at 6%; with 50% employer match about $81,413 at 4% or $54,276 at 6%; with 100% employer match about $61,060 at 4% or $40,707 at 6%. |
| WILLBANKS & ASSOCIATES, INC. 401(K) PLAN | - | 21 | $717,075 | $102,581 | $4,885iApproximate average salary by contribution assumption: employee only about $122,120 at 4% or $81,413 at 6%; with 50% employer match about $81,413 at 4% or $54,276 at 6%; with 100% employer match about $61,060 at 4% or $40,707 at 6%. |
| 2020 | 1 | 35 | $1,324,804 | $224,475 | $6,414iApproximate average salary by contribution assumption: employee only about $160,339 at 4% or $106,893 at 6%; with 50% employer match about $106,893 at 4% or $71,262 at 6%; with 100% employer match about $80,170 at 4% or $53,446 at 6%. |
| WILLBANKS & ASSOCIATES, INC. 401(K) PLAN | - | 35 | $1,324,804 | $224,475 | $6,414iApproximate average salary by contribution assumption: employee only about $160,339 at 4% or $106,893 at 6%; with 50% employer match about $106,893 at 4% or $71,262 at 6%; with 100% employer match about $80,170 at 4% or $53,446 at 6%. |
| 2019 | 1 | 39 | $1,007,059 | $580,222 | $14,877iApproximate average salary by contribution assumption: employee only about $371,937 at 4% or $247,958 at 6%; with 50% employer match about $247,958 at 4% or $165,305 at 6%; with 100% employer match about $185,969 at 4% or $123,979 at 6%. |
| WILLBANKS & ASSOCIATES, INC. 401(K) PLAN | - | 39 | $1,007,059 | $580,222 | $14,877iApproximate average salary by contribution assumption: employee only about $371,937 at 4% or $247,958 at 6%; with 50% employer match about $247,958 at 4% or $165,305 at 6%; with 100% employer match about $185,969 at 4% or $123,979 at 6%. |
| 2018 | 1 | 26 | $352,388 | $140,334 | $5,397iApproximate average salary by contribution assumption: employee only about $134,937 at 4% or $89,958 at 6%; with 50% employer match about $89,958 at 4% or $59,972 at 6%; with 100% employer match about $67,468 at 4% or $44,979 at 6%. |
| WILLBANKS & ASSOCIATES, INC. 401(K) PLAN | - | 26 | $352,388 | $140,334 | $5,397iApproximate average salary by contribution assumption: employee only about $134,937 at 4% or $89,958 at 6%; with 50% employer match about $89,958 at 4% or $59,972 at 6%; with 100% employer match about $67,468 at 4% or $44,979 at 6%. |
| 2017 | 1 | 24 | $241,812 | $238,387 | $9,933iApproximate average salary by contribution assumption: employee only about $248,320 at 4% or $165,547 at 6%; with 50% employer match about $165,547 at 4% or $110,364 at 6%; with 100% employer match about $124,160 at 4% or $82,773 at 6%. |
| WILLBANKS & ASSOCIATES, INC. 401(K) PLAN | - | 24 | $241,812 | $238,387 | $9,933iApproximate average salary by contribution assumption: employee only about $248,320 at 4% or $165,547 at 6%; with 50% employer match about $165,547 at 4% or $110,364 at 6%; with 100% employer match about $124,160 at 4% or $82,773 at 6%. |
| 2015 | 1 | 0 | $0 | $0 | - |
| Willbanks & Associates Inc Simple Holk Plan | - | 0 | $0 | $0 | - |
| 2014 | 1 | 7 | $284,207 | $0 | - |
| Willbanks & Associates Inc Simple Holk Plan | - | 7 | $284,207 | $0 | - |
| 2013 | 1 | 7 | $493,636 | $0 | - |
| Willbanks & Associates Inc Simple Holk Plan | - | 7 | $493,636 | $0 | - |
| 2012 | 1 | 7 | $503,336 | $0 | - |
| Willbanks & Associates Inc Simple Holk Plan | - | 7 | $503,336 | $0 | - |
| 2011 | 1 | 7 | $421,722 | $14,291 | $2,042iApproximate average salary by contribution assumption: employee only about $51,039 at 4% or $34,026 at 6%; with 50% employer match about $34,026 at 4% or $22,684 at 6%; with 100% employer match about $25,520 at 4% or $17,013 at 6%. |
| Willbanks & Associates Inc Simple Holk Plan | - | 7 | $421,722 | $14,291 | $2,042iApproximate average salary by contribution assumption: employee only about $51,039 at 4% or $34,026 at 6%; with 50% employer match about $34,026 at 4% or $22,684 at 6%; with 100% employer match about $25,520 at 4% or $17,013 at 6%. |
| 2010 | 1 | 7 | $417,915 | $0 | - |
| Willbanks & Associates Inc Simple Holk Plan | - | 7 | $417,915 | - | - |
| 2009 | 1 | 8 | $385,653 | $0 | - |
| Willbanks & Associates Inc Simple Holk Plan | - | 8 | $385,653 | - | - |
| 2008 | 1 | 5 | $0 | $0 | - |
| Willbanks & Associates Inc Simple Holk Plan | - | 5 | - | - | - |
| 2007 | 1 | 6 | $0 | $0 | - |
| Willbanks & Associates Inc Simple Holk Plan | - | 6 | - | - | - |
| 2006 | 1 | 6 | $385,345 | $0 | - |
| Willbanks & Associates Inc Simple Holk Plan | - | 6 | $385,345 | - | - |
| 2005 | 1 | 6 | $422,522 | $0 | - |
| Willbanks & Associates Inc Simple Holk Plan | - | 6 | $422,522 | - | - |
| 2004 | 1 | 6 | $428,691 | $24,904 | $4,151iApproximate average salary by contribution assumption: employee only about $103,767 at 4% or $69,178 at 6%; with 50% employer match about $69,178 at 4% or $46,119 at 6%; with 100% employer match about $51,883 at 4% or $34,589 at 6%. |
| Willbanks & Associates Inc Simple Holk Plan | - | 6 | $428,691 | $24,904 | $4,151iApproximate average salary by contribution assumption: employee only about $103,767 at 4% or $69,178 at 6%; with 50% employer match about $69,178 at 4% or $46,119 at 6%; with 100% employer match about $51,883 at 4% or $34,589 at 6%. |
| 2003 | 1 | 6 | $0 | $0 | - |
| Willbanks & Associates Inc Simple Holk Plan | - | 6 | - | - | - |
| 2002 | 1 | 6 | $361,512 | $36,179 | $6,030iApproximate average salary by contribution assumption: employee only about $150,746 at 4% or $100,497 at 6%; with 50% employer match about $100,497 at 4% or $66,998 at 6%; with 100% employer match about $75,373 at 4% or $50,249 at 6%. |
| Willbanks & Associates Inc Simple Holk Plan | - | 6 | $361,512 | $36,179 | $6,030iApproximate average salary by contribution assumption: employee only about $150,746 at 4% or $100,497 at 6%; with 50% employer match about $100,497 at 4% or $66,998 at 6%; with 100% employer match about $75,373 at 4% or $50,249 at 6%. |
| 2001 | 1 | 7 | $0 | $0 | - |
| Willbanks & Associates Inc Simple Holk Plan | - | 7 | - | - | - |
| 2000 | 1 | 10 | $926,984 | $40,541 | $4,054iApproximate average salary by contribution assumption: employee only about $101,353 at 4% or $67,568 at 6%; with 50% employer match about $67,568 at 4% or $45,046 at 6%; with 100% employer match about $50,676 at 4% or $33,784 at 6%. |
| Willbanks & Associates Inc Simple Holk Plan | - | 10 | $926,984 | $40,541 | $4,054iApproximate average salary by contribution assumption: employee only about $101,353 at 4% or $67,568 at 6%; with 50% employer match about $67,568 at 4% or $45,046 at 6%; with 100% employer match about $50,676 at 4% or $33,784 at 6%. |
| 1999 | 1 | 11 | $1,028,274 | $35,964 | $3,269iApproximate average salary by contribution assumption: employee only about $81,736 at 4% or $54,491 at 6%; with 50% employer match about $54,491 at 4% or $36,327 at 6%; with 100% employer match about $40,868 at 4% or $27,245 at 6%. |
| Willbanks & Associates Inc Simple Holk Plan | - | 11 | $1,028,274 | $35,964 | $3,269iApproximate average salary by contribution assumption: employee only about $81,736 at 4% or $54,491 at 6%; with 50% employer match about $54,491 at 4% or $36,327 at 6%; with 100% employer match about $40,868 at 4% or $27,245 at 6%. |