Civic Intelligence

Orloff, Williams & Leeper Inc.

Plan context: Orloff, Williams & Leeper Inc. 401K Profit Sharing Plan & Trust

EIN 77-0326178 • San Jose, CA • 15 filings • 3 plans

66 East Santa Clara St Ste 230San Jose, CA 95113
Current Snapshot

Latest Year

2012

2012 Participants

5

2012 Assets

$63,863

2012 Contributions

$22,047

Historical Graphs

Total Assets Over Time

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

$328,210$164,105$0199920052012YearValue
$63,863Latest year 2012

Participants Over Time

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

1160199920062012YearValue
5Latest year 2012

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
201225$63,863$0-
Orloff, Williams & Leeper Inc. 401K Profit Sharing Plan & Trust-5$63,863--
Orloff, Williams & Leeper Inc. 401K Profit Sharing Plan & Trust-0$0--
201118$316,950$0-
Orloff, Williams & Leeper Inc. 401K Profit Sharing Plan & Trust-8$316,950--
201015$328,210$22,047$4,409iApproximate average salary by contribution assumption: employee only about $110,235 at 4% or $73,490 at 6%; with 50% employer match about $73,490 at 4% or $48,993 at 6%; with 100% employer match about $55,117 at 4% or $36,745 at 6%.
Orloff, Williams & Leeper Inc. 401K Profit Sharing Plan & Trust-5$328,210$22,047$4,409iApproximate average salary by contribution assumption: employee only about $110,235 at 4% or $73,490 at 6%; with 50% employer match about $73,490 at 4% or $48,993 at 6%; with 100% employer match about $55,117 at 4% or $36,745 at 6%.
2009111$285,631$125,884$11,444iApproximate average salary by contribution assumption: employee only about $286,100 at 4% or $190,733 at 6%; with 50% employer match about $190,733 at 4% or $127,156 at 6%; with 100% employer match about $143,050 at 4% or $95,367 at 6%.
Orloff, Williams & Leeper Inc. 401K Profit Sharing Plan & Trust-11$285,631$125,884$11,444iApproximate average salary by contribution assumption: employee only about $286,100 at 4% or $190,733 at 6%; with 50% employer match about $190,733 at 4% or $127,156 at 6%; with 100% employer match about $143,050 at 4% or $95,367 at 6%.
200814$0$0-
Orloff, Williams & Leeper Inc. 401K Profit Sharing Plan & Trust-4---
200716$0$0-
Orloff, Williams & Leeper Inc. 401K Profit Sharing Plan & Trust-6---
200616$107,608$19,551$3,259iApproximate average salary by contribution assumption: employee only about $81,463 at 4% or $54,308 at 6%; with 50% employer match about $54,308 at 4% or $36,206 at 6%; with 100% employer match about $40,731 at 4% or $27,154 at 6%.
Orloff, Williams & Leeper Inc. 401K Profit Sharing Plan & Trust-6$107,608$19,551$3,259iApproximate average salary by contribution assumption: employee only about $81,463 at 4% or $54,308 at 6%; with 50% employer match about $54,308 at 4% or $36,206 at 6%; with 100% employer match about $40,731 at 4% or $27,154 at 6%.
200517$78,928$0-
Orloff, Williams & Leeper Inc. 401K Profit Sharing Plan & Trust-7$78,928--
200415$80,362$3,700$740iApproximate average salary by contribution assumption: employee only about $18,500 at 4% or $12,333 at 6%; with 50% employer match about $12,333 at 4% or $8,222 at 6%; with 100% employer match about $9,250 at 4% or $6,167 at 6%.
Orloff, Williams & Leeper Inc. 401K Profit Sharing Plan & Trust-5$80,362$3,700$740iApproximate average salary by contribution assumption: employee only about $18,500 at 4% or $12,333 at 6%; with 50% employer match about $12,333 at 4% or $8,222 at 6%; with 100% employer match about $9,250 at 4% or $6,167 at 6%.
200315$79,145$1,705$341iApproximate average salary by contribution assumption: employee only about $8,525 at 4% or $5,683 at 6%; with 50% employer match about $5,683 at 4% or $3,789 at 6%; with 100% employer match about $4,263 at 4% or $2,842 at 6%.
Orloff, Williams & Leeper Inc. 401K Profit Sharing Plan & Trust-5$79,145$1,705$341iApproximate average salary by contribution assumption: employee only about $8,525 at 4% or $5,683 at 6%; with 50% employer match about $5,683 at 4% or $3,789 at 6%; with 100% employer match about $4,263 at 4% or $2,842 at 6%.
200216$74,709$9,975$1,663iApproximate average salary by contribution assumption: employee only about $41,563 at 4% or $27,708 at 6%; with 50% employer match about $27,708 at 4% or $18,472 at 6%; with 100% employer match about $20,781 at 4% or $13,854 at 6%.
Orloff, Williams & Leeper Inc. 401K Profit Sharing Plan & Trust-6$74,709$9,975$1,663iApproximate average salary by contribution assumption: employee only about $41,563 at 4% or $27,708 at 6%; with 50% employer match about $27,708 at 4% or $18,472 at 6%; with 100% employer match about $20,781 at 4% or $13,854 at 6%.
200118$0$0-
Orloff, Williams & Leeper Inc. 401K Profit Sharing Plan & Trust-8---
200016$65,167$18,016$3,003iApproximate average salary by contribution assumption: employee only about $75,067 at 4% or $50,044 at 6%; with 50% employer match about $50,044 at 4% or $33,363 at 6%; with 100% employer match about $37,533 at 4% or $25,022 at 6%.
Orloff, Williams & Leeper Inc. 401K Profit Sharing Plan & Trust-6$65,167$18,016$3,003iApproximate average salary by contribution assumption: employee only about $75,067 at 4% or $50,044 at 6%; with 50% employer match about $50,044 at 4% or $33,363 at 6%; with 100% employer match about $37,533 at 4% or $25,022 at 6%.
199916$66,269$11,525$1,921iApproximate average salary by contribution assumption: employee only about $48,021 at 4% or $32,014 at 6%; with 50% employer match about $32,014 at 4% or $21,343 at 6%; with 100% employer match about $24,010 at 4% or $16,007 at 6%.
Orloff, Williams & Leeper Inc. 401K Profit Sharing Plan & Trust-6$66,269$11,525$1,921iApproximate average salary by contribution assumption: employee only about $48,021 at 4% or $32,014 at 6%; with 50% employer match about $32,014 at 4% or $21,343 at 6%; with 100% employer match about $24,010 at 4% or $16,007 at 6%.
Orloff, Williams & Leeper Inc. | EIN 77-0326178 | 2012 Form 5500 Company Profile