Civic Intelligence

D. Woolley & Associates Inc.

Plan context: D. Woolley & Associates Inc. 401(K) P/S Plan

EIN 74-3102140 • Tustin, CA • 17 filings • 3 plans

2832 Walnut Ave Ste ATustin, CA 92780
Current Snapshot

Latest Year

2024

2024 Participants

18

2024 Assets

$990,978

2024 Contributions

$105,409

Historical Graphs

Total Assets Over Time

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

$990,978$495,489$0200820162024YearValue
$990,978Latest year 2024

Participants Over Time

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

1890200820162024YearValue
18Latest 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
2024118$990,978$105,409$5,856iApproximate average salary by contribution assumption: employee only about $146,401 at 4% or $97,601 at 6%; with 50% employer match about $97,601 at 4% or $65,067 at 6%; with 100% employer match about $73,201 at 4% or $48,800 at 6%.
D. Woolley & Associates Inc. 401(K) P/S Plan-18$990,978$105,409$5,856iApproximate average salary by contribution assumption: employee only about $146,401 at 4% or $97,601 at 6%; with 50% employer match about $97,601 at 4% or $65,067 at 6%; with 100% employer match about $73,201 at 4% or $48,800 at 6%.
2023116$930,833$100,949$6,309iApproximate average salary by contribution assumption: employee only about $157,733 at 4% or $105,155 at 6%; with 50% employer match about $105,155 at 4% or $70,103 at 6%; with 100% employer match about $78,866 at 4% or $52,578 at 6%.
D. Woolley & Associates Inc. 401(K) P/S Plan-16$930,833$100,949$6,309iApproximate average salary by contribution assumption: employee only about $157,733 at 4% or $105,155 at 6%; with 50% employer match about $105,155 at 4% or $70,103 at 6%; with 100% employer match about $78,866 at 4% or $52,578 at 6%.
2022116$797,555$81,661$5,104iApproximate average salary by contribution assumption: employee only about $127,595 at 4% or $85,064 at 6%; with 50% employer match about $85,064 at 4% or $56,709 at 6%; with 100% employer match about $63,798 at 4% or $42,532 at 6%.
D. Woolley & Associates Inc. 401(K) P/S Plan-16$797,555$81,661$5,104iApproximate average salary by contribution assumption: employee only about $127,595 at 4% or $85,064 at 6%; with 50% employer match about $85,064 at 4% or $56,709 at 6%; with 100% employer match about $63,798 at 4% or $42,532 at 6%.
2021116$923,161$87,992$5,500iApproximate average salary by contribution assumption: employee only about $137,488 at 4% or $91,658 at 6%; with 50% employer match about $91,658 at 4% or $61,106 at 6%; with 100% employer match about $68,744 at 4% or $45,829 at 6%.
D. Woolley & Associates Inc. 401(K) P/S Plan-16$923,161$87,992$5,500iApproximate average salary by contribution assumption: employee only about $137,488 at 4% or $91,658 at 6%; with 50% employer match about $91,658 at 4% or $61,106 at 6%; with 100% employer match about $68,744 at 4% or $45,829 at 6%.
2020114$915,924$153,588$10,971iApproximate average salary by contribution assumption: employee only about $274,264 at 4% or $182,843 at 6%; with 50% employer match about $182,843 at 4% or $121,895 at 6%; with 100% employer match about $137,132 at 4% or $91,421 at 6%.
D. Woolley & Associates Inc. 401(K) P/S Plan-14$915,924$153,588$10,971iApproximate average salary by contribution assumption: employee only about $274,264 at 4% or $182,843 at 6%; with 50% employer match about $182,843 at 4% or $121,895 at 6%; with 100% employer match about $137,132 at 4% or $91,421 at 6%.
2019115$864,327$140,170$9,345iApproximate average salary by contribution assumption: employee only about $233,617 at 4% or $155,744 at 6%; with 50% employer match about $155,744 at 4% or $103,830 at 6%; with 100% employer match about $116,808 at 4% or $77,872 at 6%.
D. Woolley & Associates Inc. 401(K) P/S Plan-15$864,327$140,170$9,345iApproximate average salary by contribution assumption: employee only about $233,617 at 4% or $155,744 at 6%; with 50% employer match about $155,744 at 4% or $103,830 at 6%; with 100% employer match about $116,808 at 4% or $77,872 at 6%.
2018115$603,365$74,835$4,989iApproximate average salary by contribution assumption: employee only about $124,725 at 4% or $83,150 at 6%; with 50% employer match about $83,150 at 4% or $55,433 at 6%; with 100% employer match about $62,363 at 4% or $41,575 at 6%.
D. Woolley & Associates Inc. 401(K) P/S Plan-15$603,365$74,835$4,989iApproximate average salary by contribution assumption: employee only about $124,725 at 4% or $83,150 at 6%; with 50% employer match about $83,150 at 4% or $55,433 at 6%; with 100% employer match about $62,363 at 4% or $41,575 at 6%.
2017112$581,328$59,644$4,970iApproximate average salary by contribution assumption: employee only about $124,258 at 4% or $82,839 at 6%; with 50% employer match about $82,839 at 4% or $55,226 at 6%; with 100% employer match about $62,129 at 4% or $41,419 at 6%.
D. Woolley & Associates Inc. 401(K) P/S Plan-12$581,328$59,644$4,970iApproximate average salary by contribution assumption: employee only about $124,258 at 4% or $82,839 at 6%; with 50% employer match about $82,839 at 4% or $55,226 at 6%; with 100% employer match about $62,129 at 4% or $41,419 at 6%.
2016112$450,675$68,032$5,669iApproximate average salary by contribution assumption: employee only about $141,733 at 4% or $94,489 at 6%; with 50% employer match about $94,489 at 4% or $62,993 at 6%; with 100% employer match about $70,867 at 4% or $47,244 at 6%.
D. Woolley & Associates Inc. 401(K) P/S Plan-12$450,675$68,032$5,669iApproximate average salary by contribution assumption: employee only about $141,733 at 4% or $94,489 at 6%; with 50% employer match about $94,489 at 4% or $62,993 at 6%; with 100% employer match about $70,867 at 4% or $47,244 at 6%.
2015110$545,870$64,857$6,486iApproximate average salary by contribution assumption: employee only about $162,143 at 4% or $108,095 at 6%; with 50% employer match about $108,095 at 4% or $72,063 at 6%; with 100% employer match about $81,071 at 4% or $54,048 at 6%.
D. Woolley & Associates Inc. 401(K) P/S Plan-10$545,870$64,857$6,486iApproximate average salary by contribution assumption: employee only about $162,143 at 4% or $108,095 at 6%; with 50% employer match about $108,095 at 4% or $72,063 at 6%; with 100% employer match about $81,071 at 4% or $54,048 at 6%.
201417$523,258$265,790$37,970iApproximate average salary by contribution assumption: employee only about $949,250 at 4% or $632,833 at 6%; with 50% employer match about $632,833 at 4% or $421,889 at 6%; with 100% employer match about $474,625 at 4% or $316,417 at 6%.
D. Woolley & Associates Inc. 401(K) P/S Plan-7$523,258$265,790$37,970iApproximate average salary by contribution assumption: employee only about $949,250 at 4% or $632,833 at 6%; with 50% employer match about $632,833 at 4% or $421,889 at 6%; with 100% employer match about $474,625 at 4% or $316,417 at 6%.
201315$242,291$29,952$5,990iApproximate average salary by contribution assumption: employee only about $149,760 at 4% or $99,840 at 6%; with 50% employer match about $99,840 at 4% or $66,560 at 6%; with 100% employer match about $74,880 at 4% or $49,920 at 6%.
D. Woolley & Associates Inc. 401(K) P/S Plan-5$242,291$29,952$5,990iApproximate average salary by contribution assumption: employee only about $149,760 at 4% or $99,840 at 6%; with 50% employer match about $99,840 at 4% or $66,560 at 6%; with 100% employer match about $74,880 at 4% or $49,920 at 6%.
201216$183,179$33,261$5,544iApproximate average salary by contribution assumption: employee only about $138,588 at 4% or $92,392 at 6%; with 50% employer match about $92,392 at 4% or $61,594 at 6%; with 100% employer match about $69,294 at 4% or $46,196 at 6%.
D. Woolley & Associates Inc. 401(K) P/S Plan-6$183,179$33,261$5,544iApproximate average salary by contribution assumption: employee only about $138,588 at 4% or $92,392 at 6%; with 50% employer match about $92,392 at 4% or $61,594 at 6%; with 100% employer match about $69,294 at 4% or $46,196 at 6%.
201116$132,561$70,655$11,776iApproximate average salary by contribution assumption: employee only about $294,396 at 4% or $196,264 at 6%; with 50% employer match about $196,264 at 4% or $130,843 at 6%; with 100% employer match about $147,198 at 4% or $98,132 at 6%.
D. Woolley & Associates Inc. 401(K) P/S Plan-6$132,561$70,655$11,776iApproximate average salary by contribution assumption: employee only about $294,396 at 4% or $196,264 at 6%; with 50% employer match about $196,264 at 4% or $130,843 at 6%; with 100% employer match about $147,198 at 4% or $98,132 at 6%.
201017$74,877$22,182$3,169iApproximate average salary by contribution assumption: employee only about $79,221 at 4% or $52,814 at 6%; with 50% employer match about $52,814 at 4% or $35,210 at 6%; with 100% employer match about $39,611 at 4% or $26,407 at 6%.
D. Woolley & Associates Inc. 401(K) P/S Plan-7$74,877$22,182$3,169iApproximate average salary by contribution assumption: employee only about $79,221 at 4% or $52,814 at 6%; with 50% employer match about $52,814 at 4% or $35,210 at 6%; with 100% employer match about $39,611 at 4% or $26,407 at 6%.
200916$45,431$26,491$4,415iApproximate average salary by contribution assumption: employee only about $110,379 at 4% or $73,586 at 6%; with 50% employer match about $73,586 at 4% or $49,057 at 6%; with 100% employer match about $55,190 at 4% or $36,793 at 6%.
D. Woolley & Associates Inc. 401(K) P/S Plan-6$45,431$26,491$4,415iApproximate average salary by contribution assumption: employee only about $110,379 at 4% or $73,586 at 6%; with 50% employer match about $73,586 at 4% or $49,057 at 6%; with 100% employer match about $55,190 at 4% or $36,793 at 6%.
2008110$13,667$15,164$1,516iApproximate average salary by contribution assumption: employee only about $37,910 at 4% or $25,273 at 6%; with 50% employer match about $25,273 at 4% or $16,849 at 6%; with 100% employer match about $18,955 at 4% or $12,637 at 6%.
D. Woolley & Associates Inc. 401(K) P/S Plan-10$13,667$15,164$1,516iApproximate average salary by contribution assumption: employee only about $37,910 at 4% or $25,273 at 6%; with 50% employer match about $25,273 at 4% or $16,849 at 6%; with 100% employer match about $18,955 at 4% or $12,637 at 6%.