Civic Intelligence

Willoughby, Stuart & Bening Inc.

Plan context: Willoughly, Stuart & Bening Inc. 401K Profit Sharing Plan

EIN 77-0292472 • San Jose, CA • 24 filings • 4 plans

50 West San Fernando St., Suite 400San Jose, CA 95113-2413
Current Snapshot

Latest Year

2021

2021 Participants

10

2021 Assets

$11,951,345

2021 Contributions

$297,417

Historical Graphs

Total Assets Over Time

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

$12,644,802$6,322,401$0199920102021YearValue
$11,951,345Latest year 2021

Participants Over Time

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

21110199920102021YearValue
10Latest year 2021

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
2021210$11,951,345$297,417$29,742iApproximate average salary by contribution assumption: employee only about $743,543 at 4% or $495,695 at 6%; with 50% employer match about $495,695 at 4% or $330,463 at 6%; with 100% employer match about $371,771 at 4% or $247,848 at 6%.
Willoughly, Stuart & Bening Inc. 401K Profit Sharing Plan-10$11,951,345$297,292$29,729iApproximate average salary by contribution assumption: employee only about $743,230 at 4% or $495,487 at 6%; with 50% employer match about $495,487 at 4% or $330,324 at 6%; with 100% employer match about $371,615 at 4% or $247,743 at 6%.
Willoughly, Stuart & Bening Inc. 401K Profit Sharing Plan-0$0$125-
2020115$12,644,802$216,934$14,462iApproximate average salary by contribution assumption: employee only about $361,557 at 4% or $241,038 at 6%; with 50% employer match about $241,038 at 4% or $160,692 at 6%; with 100% employer match about $180,778 at 4% or $120,519 at 6%.
Willoughly, Stuart & Bening Inc. 401K Profit Sharing Plan-15$12,644,802$216,934$14,462iApproximate average salary by contribution assumption: employee only about $361,557 at 4% or $241,038 at 6%; with 50% employer match about $241,038 at 4% or $160,692 at 6%; with 100% employer match about $180,778 at 4% or $120,519 at 6%.
2019114$10,817,218$202,085$14,435iApproximate average salary by contribution assumption: employee only about $360,866 at 4% or $240,577 at 6%; with 50% employer match about $240,577 at 4% or $160,385 at 6%; with 100% employer match about $180,433 at 4% or $120,289 at 6%.
Willoughly, Stuart & Bening Inc. 401K Profit Sharing Plan-14$10,817,218$202,085$14,435iApproximate average salary by contribution assumption: employee only about $360,866 at 4% or $240,577 at 6%; with 50% employer match about $240,577 at 4% or $160,385 at 6%; with 100% employer match about $180,433 at 4% or $120,289 at 6%.
2018113$9,617,277$207,110$15,932iApproximate average salary by contribution assumption: employee only about $398,288 at 4% or $265,526 at 6%; with 50% employer match about $265,526 at 4% or $177,017 at 6%; with 100% employer match about $199,144 at 4% or $132,763 at 6%.
Willoughly, Stuart & Bening Inc. 401K Profit Sharing Plan-13$9,617,277$207,110$15,932iApproximate average salary by contribution assumption: employee only about $398,288 at 4% or $265,526 at 6%; with 50% employer match about $265,526 at 4% or $177,017 at 6%; with 100% employer match about $199,144 at 4% or $132,763 at 6%.
2017116$10,372,355$209,246$13,078iApproximate average salary by contribution assumption: employee only about $326,947 at 4% or $217,965 at 6%; with 50% employer match about $217,965 at 4% or $145,310 at 6%; with 100% employer match about $163,473 at 4% or $108,982 at 6%.
Willoughly, Stuart & Bening Inc. 401K Profit Sharing Plan-16$10,372,355$209,246$13,078iApproximate average salary by contribution assumption: employee only about $326,947 at 4% or $217,965 at 6%; with 50% employer match about $217,965 at 4% or $145,310 at 6%; with 100% employer match about $163,473 at 4% or $108,982 at 6%.
2016117$8,693,792$213,171$12,539iApproximate average salary by contribution assumption: employee only about $313,487 at 4% or $208,991 at 6%; with 50% employer match about $208,991 at 4% or $139,327 at 6%; with 100% employer match about $156,743 at 4% or $104,496 at 6%.
Willoughly, Stuart & Bening Inc. 401K Profit Sharing Plan-17$8,693,792$213,171$12,539iApproximate average salary by contribution assumption: employee only about $313,487 at 4% or $208,991 at 6%; with 50% employer match about $208,991 at 4% or $139,327 at 6%; with 100% employer match about $156,743 at 4% or $104,496 at 6%.
2015116$7,882,146$199,137$12,446iApproximate average salary by contribution assumption: employee only about $311,152 at 4% or $207,434 at 6%; with 50% employer match about $207,434 at 4% or $138,290 at 6%; with 100% employer match about $155,576 at 4% or $103,717 at 6%.
Willoughly, Stuart & Bening Inc. 401K Profit Sharing Plan-16$7,882,146$199,137$12,446iApproximate average salary by contribution assumption: employee only about $311,152 at 4% or $207,434 at 6%; with 50% employer match about $207,434 at 4% or $138,290 at 6%; with 100% employer match about $155,576 at 4% or $103,717 at 6%.
2014114$7,862,086$222,088$15,863iApproximate average salary by contribution assumption: employee only about $396,586 at 4% or $264,390 at 6%; with 50% employer match about $264,390 at 4% or $176,260 at 6%; with 100% employer match about $198,293 at 4% or $132,195 at 6%.
Willoughly, Stuart & Bening Inc. 401K Profit Sharing Plan-14$7,862,086$222,088$15,863iApproximate average salary by contribution assumption: employee only about $396,586 at 4% or $264,390 at 6%; with 50% employer match about $264,390 at 4% or $176,260 at 6%; with 100% employer match about $198,293 at 4% or $132,195 at 6%.
2013117$7,454,046$185,866$10,933iApproximate average salary by contribution assumption: employee only about $273,332 at 4% or $182,222 at 6%; with 50% employer match about $182,222 at 4% or $121,481 at 6%; with 100% employer match about $136,666 at 4% or $91,111 at 6%.
Willoughly, Stuart & Bening Inc. 401K Profit Sharing Plan-17$7,454,046$185,866$10,933iApproximate average salary by contribution assumption: employee only about $273,332 at 4% or $182,222 at 6%; with 50% employer match about $182,222 at 4% or $121,481 at 6%; with 100% employer match about $136,666 at 4% or $91,111 at 6%.
2012119$6,376,406$175,749$9,250iApproximate average salary by contribution assumption: employee only about $231,249 at 4% or $154,166 at 6%; with 50% employer match about $154,166 at 4% or $102,777 at 6%; with 100% employer match about $115,624 at 4% or $77,083 at 6%.
Willoughly, Stuart & Bening Inc. 401K Profit Sharing Plan-19$6,376,406$175,749$9,250iApproximate average salary by contribution assumption: employee only about $231,249 at 4% or $154,166 at 6%; with 50% employer match about $154,166 at 4% or $102,777 at 6%; with 100% employer match about $115,624 at 4% or $77,083 at 6%.
2011121$5,511,988$168,688$8,033iApproximate average salary by contribution assumption: employee only about $200,819 at 4% or $133,879 at 6%; with 50% employer match about $133,879 at 4% or $89,253 at 6%; with 100% employer match about $100,410 at 4% or $66,940 at 6%.
Willoughly, Stuart & Bening Inc. 401K Profit Sharing Plan-21$5,511,988$168,688$8,033iApproximate average salary by contribution assumption: employee only about $200,819 at 4% or $133,879 at 6%; with 50% employer match about $133,879 at 4% or $89,253 at 6%; with 100% employer match about $100,410 at 4% or $66,940 at 6%.
2010119$5,309,202$164,300$8,647iApproximate average salary by contribution assumption: employee only about $216,184 at 4% or $144,123 at 6%; with 50% employer match about $144,123 at 4% or $96,082 at 6%; with 100% employer match about $108,092 at 4% or $72,061 at 6%.
Willoughly, Stuart & Bening Inc. 401K Profit Sharing Plan-19$5,309,202$164,300$8,647iApproximate average salary by contribution assumption: employee only about $216,184 at 4% or $144,123 at 6%; with 50% employer match about $144,123 at 4% or $96,082 at 6%; with 100% employer match about $108,092 at 4% or $72,061 at 6%.
2009121$4,632,725$223,010$10,620iApproximate average salary by contribution assumption: employee only about $265,488 at 4% or $176,992 at 6%; with 50% employer match about $176,992 at 4% or $117,995 at 6%; with 100% employer match about $132,744 at 4% or $88,496 at 6%.
Willoughly, Stuart & Bening Inc. 401K Profit Sharing Plan-21$4,632,725$223,010$10,620iApproximate average salary by contribution assumption: employee only about $265,488 at 4% or $176,992 at 6%; with 50% employer match about $176,992 at 4% or $117,995 at 6%; with 100% employer match about $132,744 at 4% or $88,496 at 6%.
2008115$3,854,662$149,795$9,986iApproximate average salary by contribution assumption: employee only about $249,658 at 4% or $166,439 at 6%; with 50% employer match about $166,439 at 4% or $110,959 at 6%; with 100% employer match about $124,829 at 4% or $83,219 at 6%.
Willoughly, Stuart & Bening Inc. 401K Profit Sharing Plan-15$3,854,662$149,795$9,986iApproximate average salary by contribution assumption: employee only about $249,658 at 4% or $166,439 at 6%; with 50% employer match about $166,439 at 4% or $110,959 at 6%; with 100% employer match about $124,829 at 4% or $83,219 at 6%.
2007112$4,945,303$158,698$13,225iApproximate average salary by contribution assumption: employee only about $330,621 at 4% or $220,414 at 6%; with 50% employer match about $220,414 at 4% or $146,943 at 6%; with 100% employer match about $165,310 at 4% or $110,207 at 6%.
Willoughly, Stuart & Bening Inc. 401K Profit Sharing Plan-12$4,945,303$158,698$13,225iApproximate average salary by contribution assumption: employee only about $330,621 at 4% or $220,414 at 6%; with 50% employer match about $220,414 at 4% or $146,943 at 6%; with 100% employer match about $165,310 at 4% or $110,207 at 6%.
2006114$4,666,503$181,289$12,949iApproximate average salary by contribution assumption: employee only about $323,730 at 4% or $215,820 at 6%; with 50% employer match about $215,820 at 4% or $143,880 at 6%; with 100% employer match about $161,865 at 4% or $107,910 at 6%.
Willoughly, Stuart & Bening Inc. 401K Profit Sharing Plan-14$4,666,503$181,289$12,949iApproximate average salary by contribution assumption: employee only about $323,730 at 4% or $215,820 at 6%; with 50% employer match about $215,820 at 4% or $143,880 at 6%; with 100% employer match about $161,865 at 4% or $107,910 at 6%.
2005114$4,023,260$165,247$11,803iApproximate average salary by contribution assumption: employee only about $295,084 at 4% or $196,723 at 6%; with 50% employer match about $196,723 at 4% or $131,148 at 6%; with 100% employer match about $147,542 at 4% or $98,361 at 6%.
Willoughly, Stuart & Bening Inc. 401K Profit Sharing Plan-14$4,023,260$165,247$11,803iApproximate average salary by contribution assumption: employee only about $295,084 at 4% or $196,723 at 6%; with 50% employer match about $196,723 at 4% or $131,148 at 6%; with 100% employer match about $147,542 at 4% or $98,361 at 6%.
2004117$3,690,880$182,965$10,763iApproximate average salary by contribution assumption: employee only about $269,066 at 4% or $179,377 at 6%; with 50% employer match about $179,377 at 4% or $119,585 at 6%; with 100% employer match about $134,533 at 4% or $89,689 at 6%.
Willoughly, Stuart & Bening Inc. 401K Profit Sharing Plan-17$3,690,880$182,965$10,763iApproximate average salary by contribution assumption: employee only about $269,066 at 4% or $179,377 at 6%; with 50% employer match about $179,377 at 4% or $119,585 at 6%; with 100% employer match about $134,533 at 4% or $89,689 at 6%.
2003116$3,313,520$162,973$10,186iApproximate average salary by contribution assumption: employee only about $254,645 at 4% or $169,764 at 6%; with 50% employer match about $169,764 at 4% or $113,176 at 6%; with 100% employer match about $127,323 at 4% or $84,882 at 6%.
Willoughly, Stuart & Bening Inc. 401K Profit Sharing Plan-16$3,313,520$162,973$10,186iApproximate average salary by contribution assumption: employee only about $254,645 at 4% or $169,764 at 6%; with 50% employer match about $169,764 at 4% or $113,176 at 6%; with 100% employer match about $127,323 at 4% or $84,882 at 6%.
2002114$2,689,263$147,135$10,510iApproximate average salary by contribution assumption: employee only about $262,741 at 4% or $175,161 at 6%; with 50% employer match about $175,161 at 4% or $116,774 at 6%; with 100% employer match about $131,371 at 4% or $87,580 at 6%.
Willoughly, Stuart & Bening Inc. 401K Profit Sharing Plan-14$2,689,263$147,135$10,510iApproximate average salary by contribution assumption: employee only about $262,741 at 4% or $175,161 at 6%; with 50% employer match about $175,161 at 4% or $116,774 at 6%; with 100% employer match about $131,371 at 4% or $87,580 at 6%.
2001119$2,804,230$71,797$3,779iApproximate average salary by contribution assumption: employee only about $94,470 at 4% or $62,980 at 6%; with 50% employer match about $62,980 at 4% or $41,987 at 6%; with 100% employer match about $47,235 at 4% or $31,490 at 6%.
Willoughly, Stuart & Bening Inc. 401K Profit Sharing Plan-19$2,804,230$71,797$3,779iApproximate average salary by contribution assumption: employee only about $94,470 at 4% or $62,980 at 6%; with 50% employer match about $62,980 at 4% or $41,987 at 6%; with 100% employer match about $47,235 at 4% or $31,490 at 6%.
2000120$3,015,593$134,488$6,724iApproximate average salary by contribution assumption: employee only about $168,110 at 4% or $112,073 at 6%; with 50% employer match about $112,073 at 4% or $74,716 at 6%; with 100% employer match about $84,055 at 4% or $56,037 at 6%.
Willoughly, Stuart & Bening Inc. 401K Profit Sharing Plan-20$3,015,593$134,488$6,724iApproximate average salary by contribution assumption: employee only about $168,110 at 4% or $112,073 at 6%; with 50% employer match about $112,073 at 4% or $74,716 at 6%; with 100% employer match about $84,055 at 4% or $56,037 at 6%.
1999112$3,139,262$118,723$9,894iApproximate average salary by contribution assumption: employee only about $247,340 at 4% or $164,893 at 6%; with 50% employer match about $164,893 at 4% or $109,929 at 6%; with 100% employer match about $123,670 at 4% or $82,447 at 6%.
Willoughly, Stuart & Bening Inc. 401K Profit Sharing Plan-12$3,139,262$118,723$9,894iApproximate average salary by contribution assumption: employee only about $247,340 at 4% or $164,893 at 6%; with 50% employer match about $164,893 at 4% or $109,929 at 6%; with 100% employer match about $123,670 at 4% or $82,447 at 6%.