Civic Intelligence

Wealth Plan

Plan context: Wealthplan 401K Profit Sharing Plan & Trust

EIN 77-0127258 • San Jose, CA • 10 filings • 3 plans

1635 The Alameda, Second FloorSan Jose, CA 95126
Current Snapshot

Latest Year

2009

2009 Participants

10

2009 Assets

$312,255

2009 Contributions

$23,638

Historical Graphs

Total Assets Over Time

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

$312,255$156,128$0199920052009YearValue
$312,255Latest year 2009

Participants Over Time

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

1370199920052009YearValue
10Latest year 2009

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
2009110$312,255$23,638$2,364iApproximate average salary by contribution assumption: employee only about $59,095 at 4% or $39,397 at 6%; with 50% employer match about $39,397 at 4% or $26,264 at 6%; with 100% employer match about $29,548 at 4% or $19,698 at 6%.
Wealthplan 401K Profit Sharing Plan & Trust-10$312,255$23,638$2,364iApproximate average salary by contribution assumption: employee only about $59,095 at 4% or $39,397 at 6%; with 50% employer match about $39,397 at 4% or $26,264 at 6%; with 100% employer match about $29,548 at 4% or $19,698 at 6%.
2008111$247,235$36,183$3,289iApproximate average salary by contribution assumption: employee only about $82,234 at 4% or $54,823 at 6%; with 50% employer match about $54,823 at 4% or $36,548 at 6%; with 100% employer match about $41,117 at 4% or $27,411 at 6%.
Wealthplan 401K Profit Sharing Plan & Trust-11$247,235$36,183$3,289iApproximate average salary by contribution assumption: employee only about $82,234 at 4% or $54,823 at 6%; with 50% employer match about $54,823 at 4% or $36,548 at 6%; with 100% employer match about $41,117 at 4% or $27,411 at 6%.
2007113$0$0-
Wealthplan 401K Profit Sharing Plan & Trust-13---
200618$286,401$35,005$4,376iApproximate average salary by contribution assumption: employee only about $109,391 at 4% or $72,927 at 6%; with 50% employer match about $72,927 at 4% or $48,618 at 6%; with 100% employer match about $54,695 at 4% or $36,464 at 6%.
Wealthplan 401K Profit Sharing Plan & Trust-8$286,401$35,005$4,376iApproximate average salary by contribution assumption: employee only about $109,391 at 4% or $72,927 at 6%; with 50% employer match about $72,927 at 4% or $48,618 at 6%; with 100% employer match about $54,695 at 4% or $36,464 at 6%.
2005111$237,770$32,530$2,957iApproximate average salary by contribution assumption: employee only about $73,932 at 4% or $49,288 at 6%; with 50% employer match about $49,288 at 4% or $32,859 at 6%; with 100% employer match about $36,966 at 4% or $24,644 at 6%.
Wealthplan 401K Profit Sharing Plan & Trust-11$237,770$32,530$2,957iApproximate average salary by contribution assumption: employee only about $73,932 at 4% or $49,288 at 6%; with 50% employer match about $49,288 at 4% or $32,859 at 6%; with 100% employer match about $36,966 at 4% or $24,644 at 6%.
2004111$198,789$78,787$7,162iApproximate average salary by contribution assumption: employee only about $179,061 at 4% or $119,374 at 6%; with 50% employer match about $119,374 at 4% or $79,583 at 6%; with 100% employer match about $89,531 at 4% or $59,687 at 6%.
Wealthplan 401K Profit Sharing Plan & Trust-11$198,789$78,787$7,162iApproximate average salary by contribution assumption: employee only about $179,061 at 4% or $119,374 at 6%; with 50% employer match about $119,374 at 4% or $79,583 at 6%; with 100% employer match about $89,531 at 4% or $59,687 at 6%.
200317$125,437$29,832$4,262iApproximate average salary by contribution assumption: employee only about $106,543 at 4% or $71,029 at 6%; with 50% employer match about $71,029 at 4% or $47,352 at 6%; with 100% employer match about $53,271 at 4% or $35,514 at 6%.
Wealthplan 401K Profit Sharing Plan & Trust-7$125,437$29,832$4,262iApproximate average salary by contribution assumption: employee only about $106,543 at 4% or $71,029 at 6%; with 50% employer match about $71,029 at 4% or $47,352 at 6%; with 100% employer match about $53,271 at 4% or $35,514 at 6%.
200217$92,178$38,540$5,506iApproximate average salary by contribution assumption: employee only about $137,643 at 4% or $91,762 at 6%; with 50% employer match about $91,762 at 4% or $61,175 at 6%; with 100% employer match about $68,821 at 4% or $45,881 at 6%.
Wealthplan 401K Profit Sharing Plan & Trust-7$92,178$38,540$5,506iApproximate average salary by contribution assumption: employee only about $137,643 at 4% or $91,762 at 6%; with 50% employer match about $91,762 at 4% or $61,175 at 6%; with 100% employer match about $68,821 at 4% or $45,881 at 6%.
200116$0$0-
Wealthplan 401K Profit Sharing Plan & Trust-6---
199916$23,020$20,310$3,385iApproximate average salary by contribution assumption: employee only about $84,625 at 4% or $56,417 at 6%; with 50% employer match about $56,417 at 4% or $37,611 at 6%; with 100% employer match about $42,313 at 4% or $28,208 at 6%.
Wealthplan 401K Profit Sharing Plan & Trust-6$23,020$20,310$3,385iApproximate average salary by contribution assumption: employee only about $84,625 at 4% or $56,417 at 6%; with 50% employer match about $56,417 at 4% or $37,611 at 6%; with 100% employer match about $42,313 at 4% or $28,208 at 6%.