Civic Intelligence

Dale Willard Agency

Plan context: Dale Willard Agency 401K Profit Sharing Plan

EIN 76-0612489 • Katy, TX • 16 filings • 2 plans

4734 Silhouette DriveKaty, TX 77449
Current Snapshot

Latest Year

2019

2019 Participants

1

2019 Assets

$114,636

2019 Contributions

$61,000

Historical Graphs

Total Assets Over Time

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

$1,047,175$523,588$0200320132018YearValue
$114,636Latest year 2018

Participants Over Time

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

630200320112018YearValue
1Latest year 2018

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
201910$0$61,000-
Dale Willard Agency 401K Profit Sharing Plan-0$0$61,000-
201811$114,636$3,085$3,085iApproximate average salary by contribution assumption: employee only about $77,125 at 4% or $51,417 at 6%; with 50% employer match about $51,417 at 4% or $34,278 at 6%; with 100% employer match about $38,563 at 4% or $25,708 at 6%.
Dale Willard Agency 401K Profit Sharing Plan-1$114,636$3,085$3,085iApproximate average salary by contribution assumption: employee only about $77,125 at 4% or $51,417 at 6%; with 50% employer match about $51,417 at 4% or $34,278 at 6%; with 100% employer match about $38,563 at 4% or $25,708 at 6%.
201712$178,570$18,490$9,245iApproximate average salary by contribution assumption: employee only about $231,125 at 4% or $154,083 at 6%; with 50% employer match about $154,083 at 4% or $102,722 at 6%; with 100% employer match about $115,563 at 4% or $77,042 at 6%.
Dale Willard Agency 401K Profit Sharing Plan-2$178,570$18,490$9,245iApproximate average salary by contribution assumption: employee only about $231,125 at 4% or $154,083 at 6%; with 50% employer match about $154,083 at 4% or $102,722 at 6%; with 100% employer match about $115,563 at 4% or $77,042 at 6%.
201613$1,047,175$86,640$28,880iApproximate average salary by contribution assumption: employee only about $722,000 at 4% or $481,333 at 6%; with 50% employer match about $481,333 at 4% or $320,889 at 6%; with 100% employer match about $361,000 at 4% or $240,667 at 6%.
Dale Willard Agency 401K Profit Sharing Plan-3$1,047,175$86,640$28,880iApproximate average salary by contribution assumption: employee only about $722,000 at 4% or $481,333 at 6%; with 50% employer match about $481,333 at 4% or $320,889 at 6%; with 100% employer match about $361,000 at 4% or $240,667 at 6%.
201514$871,212$86,030$21,508iApproximate average salary by contribution assumption: employee only about $537,688 at 4% or $358,458 at 6%; with 50% employer match about $358,458 at 4% or $238,972 at 6%; with 100% employer match about $268,844 at 4% or $179,229 at 6%.
Dale Willard Agency 401K Profit Sharing Plan-4$871,212$86,030$21,508iApproximate average salary by contribution assumption: employee only about $537,688 at 4% or $358,458 at 6%; with 50% employer match about $358,458 at 4% or $238,972 at 6%; with 100% employer match about $268,844 at 4% or $179,229 at 6%.
201413$812,867$86,745$28,915iApproximate average salary by contribution assumption: employee only about $722,875 at 4% or $481,917 at 6%; with 50% employer match about $481,917 at 4% or $321,278 at 6%; with 100% employer match about $361,438 at 4% or $240,958 at 6%.
Dale Willard Agency 401K Profit Sharing Plan-3$812,867$86,745$28,915iApproximate average salary by contribution assumption: employee only about $722,875 at 4% or $481,917 at 6%; with 50% employer match about $481,917 at 4% or $321,278 at 6%; with 100% employer match about $361,438 at 4% or $240,958 at 6%.
201313$709,260$87,945$29,315iApproximate average salary by contribution assumption: employee only about $732,875 at 4% or $488,583 at 6%; with 50% employer match about $488,583 at 4% or $325,722 at 6%; with 100% employer match about $366,438 at 4% or $244,292 at 6%.
Dale Willard Agency 401K Profit Sharing Plan-3$709,260$87,945$29,315iApproximate average salary by contribution assumption: employee only about $732,875 at 4% or $488,583 at 6%; with 50% employer match about $488,583 at 4% or $325,722 at 6%; with 100% employer match about $366,438 at 4% or $244,292 at 6%.
201212$531,835$60,265$30,133iApproximate average salary by contribution assumption: employee only about $753,313 at 4% or $502,208 at 6%; with 50% employer match about $502,208 at 4% or $334,806 at 6%; with 100% employer match about $376,656 at 4% or $251,104 at 6%.
Dale Willard Agency 401K Profit Sharing Plan-2$531,835$60,265$30,133iApproximate average salary by contribution assumption: employee only about $753,313 at 4% or $502,208 at 6%; with 50% employer match about $502,208 at 4% or $334,806 at 6%; with 100% employer match about $376,656 at 4% or $251,104 at 6%.
201114$456,521$49,884$12,471iApproximate average salary by contribution assumption: employee only about $311,775 at 4% or $207,850 at 6%; with 50% employer match about $207,850 at 4% or $138,567 at 6%; with 100% employer match about $155,888 at 4% or $103,925 at 6%.
Dale Willard Agency 401K Profit Sharing Plan-4$456,521$49,884$12,471iApproximate average salary by contribution assumption: employee only about $311,775 at 4% or $207,850 at 6%; with 50% employer match about $207,850 at 4% or $138,567 at 6%; with 100% employer match about $155,888 at 4% or $103,925 at 6%.
201015$420,621$60,855$12,171iApproximate average salary by contribution assumption: employee only about $304,275 at 4% or $202,850 at 6%; with 50% employer match about $202,850 at 4% or $135,233 at 6%; with 100% employer match about $152,138 at 4% or $101,425 at 6%.
Dale Willard Agency 401K Profit Sharing Plan-5$420,621$60,855$12,171iApproximate average salary by contribution assumption: employee only about $304,275 at 4% or $202,850 at 6%; with 50% employer match about $202,850 at 4% or $135,233 at 6%; with 100% employer match about $152,138 at 4% or $101,425 at 6%.
200916$324,562$88,186$14,698iApproximate average salary by contribution assumption: employee only about $367,442 at 4% or $244,961 at 6%; with 50% employer match about $244,961 at 4% or $163,307 at 6%; with 100% employer match about $183,721 at 4% or $122,481 at 6%.
Dale Willard Agency 401K Profit Sharing Plan-6$324,562$88,186$14,698iApproximate average salary by contribution assumption: employee only about $367,442 at 4% or $244,961 at 6%; with 50% employer match about $244,961 at 4% or $163,307 at 6%; with 100% employer match about $183,721 at 4% or $122,481 at 6%.
200814$0$0-
Dale Willard Agency 401K Profit Sharing Plan-4---
200715$0$0-
Dale Willard Agency 401K Profit Sharing Plan-5---
200616$80,142$52,982$8,830iApproximate average salary by contribution assumption: employee only about $220,758 at 4% or $147,172 at 6%; with 50% employer match about $147,172 at 4% or $98,115 at 6%; with 100% employer match about $110,379 at 4% or $73,586 at 6%.
Dale Willard Agency 401K Profit Sharing Plan-6$80,142$52,982$8,830iApproximate average salary by contribution assumption: employee only about $220,758 at 4% or $147,172 at 6%; with 50% employer match about $147,172 at 4% or $98,115 at 6%; with 100% employer match about $110,379 at 4% or $73,586 at 6%.
200515$0$0-
Dale Willard Agency 401K Profit Sharing Plan-5---
200315$5,000$5,000$1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%.
Dale Willard Agency 401K Profit Sharing Plan-5$5,000$5,000$1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%.