Civic Intelligence

Woolsey & Associates PLLC

Plan context: Woolsey & Associates 401(K) Plan

EIN 80-0877349 • Corpus Christi, TX • 12 filings • 2 plans

555 N Carancahua, Suite 1160Corpus Christi, TX 78401-0842
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$2,170,334

2024 Contributions

$80,555

Historical Graphs

Total Assets Over Time

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

$2,170,334$1,085,167$0201320192024YearValue
$2,170,334Latest year 2024

Participants Over Time

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

1580201320192024YearValue
8Latest 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
202418$2,170,334$80,555$10,069iApproximate average salary by contribution assumption: employee only about $251,734 at 4% or $167,823 at 6%; with 50% employer match about $167,823 at 4% or $111,882 at 6%; with 100% employer match about $125,867 at 4% or $83,911 at 6%.
Woolsey & Associates 401(K) Plan-8$2,170,334$80,555$10,069iApproximate average salary by contribution assumption: employee only about $251,734 at 4% or $167,823 at 6%; with 50% employer match about $167,823 at 4% or $111,882 at 6%; with 100% employer match about $125,867 at 4% or $83,911 at 6%.
202318$1,867,693$79,443$9,930iApproximate average salary by contribution assumption: employee only about $248,259 at 4% or $165,506 at 6%; with 50% employer match about $165,506 at 4% or $110,338 at 6%; with 100% employer match about $124,130 at 4% or $82,753 at 6%.
Woolsey & Associates 401(K) Plan-8$1,867,693$79,443$9,930iApproximate average salary by contribution assumption: employee only about $248,259 at 4% or $165,506 at 6%; with 50% employer match about $165,506 at 4% or $110,338 at 6%; with 100% employer match about $124,130 at 4% or $82,753 at 6%.
2022111$1,577,101$64,558$5,869iApproximate average salary by contribution assumption: employee only about $146,723 at 4% or $97,815 at 6%; with 50% employer match about $97,815 at 4% or $65,210 at 6%; with 100% employer match about $73,361 at 4% or $48,908 at 6%.
Woolsey & Associates 401(K) Plan-11$1,577,101$64,558$5,869iApproximate average salary by contribution assumption: employee only about $146,723 at 4% or $97,815 at 6%; with 50% employer match about $97,815 at 4% or $65,210 at 6%; with 100% employer match about $73,361 at 4% or $48,908 at 6%.
2021115$1,854,537$57,109$3,807iApproximate average salary by contribution assumption: employee only about $95,182 at 4% or $63,454 at 6%; with 50% employer match about $63,454 at 4% or $42,303 at 6%; with 100% employer match about $47,591 at 4% or $31,727 at 6%.
Woolsey & Associates 401(K) Plan-15$1,854,537$57,109$3,807iApproximate average salary by contribution assumption: employee only about $95,182 at 4% or $63,454 at 6%; with 50% employer match about $63,454 at 4% or $42,303 at 6%; with 100% employer match about $47,591 at 4% or $31,727 at 6%.
2020115$1,610,118$62,578$4,172iApproximate average salary by contribution assumption: employee only about $104,297 at 4% or $69,531 at 6%; with 50% employer match about $69,531 at 4% or $46,354 at 6%; with 100% employer match about $52,148 at 4% or $34,766 at 6%.
Woolsey & Associates 401(K) Plan-15$1,610,118$62,578$4,172iApproximate average salary by contribution assumption: employee only about $104,297 at 4% or $69,531 at 6%; with 50% employer match about $69,531 at 4% or $46,354 at 6%; with 100% employer match about $52,148 at 4% or $34,766 at 6%.
2019112$1,348,151$59,664$4,972iApproximate average salary by contribution assumption: employee only about $124,300 at 4% or $82,867 at 6%; with 50% employer match about $82,867 at 4% or $55,244 at 6%; with 100% employer match about $62,150 at 4% or $41,433 at 6%.
Woolsey & Associates 401(K) Plan-12$1,348,151$59,664$4,972iApproximate average salary by contribution assumption: employee only about $124,300 at 4% or $82,867 at 6%; with 50% employer match about $82,867 at 4% or $55,244 at 6%; with 100% employer match about $62,150 at 4% or $41,433 at 6%.
2018112$1,065,752$49,778$4,148iApproximate average salary by contribution assumption: employee only about $103,704 at 4% or $69,136 at 6%; with 50% employer match about $69,136 at 4% or $46,091 at 6%; with 100% employer match about $51,852 at 4% or $34,568 at 6%.
Woolsey & Associates 401(K) Plan-12$1,065,752$49,778$4,148iApproximate average salary by contribution assumption: employee only about $103,704 at 4% or $69,136 at 6%; with 50% employer match about $69,136 at 4% or $46,091 at 6%; with 100% employer match about $51,852 at 4% or $34,568 at 6%.
2017111$1,080,458$47,275$4,298iApproximate average salary by contribution assumption: employee only about $107,443 at 4% or $71,629 at 6%; with 50% employer match about $71,629 at 4% or $47,753 at 6%; with 100% employer match about $53,722 at 4% or $35,814 at 6%.
Woolsey & Associates 401(K) Plan-11$1,080,458$47,275$4,298iApproximate average salary by contribution assumption: employee only about $107,443 at 4% or $71,629 at 6%; with 50% employer match about $71,629 at 4% or $47,753 at 6%; with 100% employer match about $53,722 at 4% or $35,814 at 6%.
2016111$903,124$39,860$3,624iApproximate average salary by contribution assumption: employee only about $90,591 at 4% or $60,394 at 6%; with 50% employer match about $60,394 at 4% or $40,263 at 6%; with 100% employer match about $45,295 at 4% or $30,197 at 6%.
Woolsey & Associates 401(K) Plan-11$903,124$39,860$3,624iApproximate average salary by contribution assumption: employee only about $90,591 at 4% or $60,394 at 6%; with 50% employer match about $60,394 at 4% or $40,263 at 6%; with 100% employer match about $45,295 at 4% or $30,197 at 6%.
201519$809,743$39,317$4,369iApproximate average salary by contribution assumption: employee only about $109,214 at 4% or $72,809 at 6%; with 50% employer match about $72,809 at 4% or $48,540 at 6%; with 100% employer match about $54,607 at 4% or $36,405 at 6%.
Woolsey & Associates 401(K) Plan-9$809,743$39,317$4,369iApproximate average salary by contribution assumption: employee only about $109,214 at 4% or $72,809 at 6%; with 50% employer match about $72,809 at 4% or $48,540 at 6%; with 100% employer match about $54,607 at 4% or $36,405 at 6%.
201419$785,000$706,539$78,504iApproximate average salary by contribution assumption: employee only about $1,962,608 at 4% or $1,308,406 at 6%; with 50% employer match about $1,308,406 at 4% or $872,270 at 6%; with 100% employer match about $981,304 at 4% or $654,203 at 6%.
Woolsey & Associates 401(K) Plan-9$785,000$706,539$78,504iApproximate average salary by contribution assumption: employee only about $1,962,608 at 4% or $1,308,406 at 6%; with 50% employer match about $1,308,406 at 4% or $872,270 at 6%; with 100% employer match about $981,304 at 4% or $654,203 at 6%.
201319$36,576$36,534$4,059iApproximate average salary by contribution assumption: employee only about $101,483 at 4% or $67,656 at 6%; with 50% employer match about $67,656 at 4% or $45,104 at 6%; with 100% employer match about $50,742 at 4% or $33,828 at 6%.
Woolsey & Associates 401(K) Plan-9$36,576$36,534$4,059iApproximate average salary by contribution assumption: employee only about $101,483 at 4% or $67,656 at 6%; with 50% employer match about $67,656 at 4% or $45,104 at 6%; with 100% employer match about $50,742 at 4% or $33,828 at 6%.