Civic Intelligence

Willowsford Management LLC

Plan context: Willowsford Management LLC Retirement Plan

EIN 81-1546225 • 9 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$868,699

2024 Contributions

$126,164

Historical Graphs

Total Assets Over Time

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

$1,995,017$997,509$0201620202024YearValue
$868,699Latest year 2024

Participants Over Time

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

1790201620202024YearValue
3Latest 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
202413$868,699$0-
Willowsford Management LLC Retirement Plan-3$868,699--
202310$1,538,033$126,164-
Willowsford Management LLC Retirement Plan-0$1,538,033$126,164-
202216$1,512,710$142,836$23,806iApproximate average salary by contribution assumption: employee only about $595,150 at 4% or $396,767 at 6%; with 50% employer match about $396,767 at 4% or $264,511 at 6%; with 100% employer match about $297,575 at 4% or $198,383 at 6%.
Willowsford Management LLC Retirement Plan-6$1,512,710$142,836$23,806iApproximate average salary by contribution assumption: employee only about $595,150 at 4% or $396,767 at 6%; with 50% employer match about $396,767 at 4% or $264,511 at 6%; with 100% employer match about $297,575 at 4% or $198,383 at 6%.
202117$1,995,017$166,580$23,797iApproximate average salary by contribution assumption: employee only about $594,929 at 4% or $396,619 at 6%; with 50% employer match about $396,619 at 4% or $264,413 at 6%; with 100% employer match about $297,464 at 4% or $198,310 at 6%.
Willowsford Management LLC Retirement Plan-7$1,995,017$166,580$23,797iApproximate average salary by contribution assumption: employee only about $594,929 at 4% or $396,619 at 6%; with 50% employer match about $396,619 at 4% or $264,413 at 6%; with 100% employer match about $297,464 at 4% or $198,310 at 6%.
202018$1,616,004$561,317$70,165iApproximate average salary by contribution assumption: employee only about $1,754,116 at 4% or $1,169,410 at 6%; with 50% employer match about $1,169,410 at 4% or $779,607 at 6%; with 100% employer match about $877,058 at 4% or $584,705 at 6%.
Willowsford Management LLC Retirement Plan-8$1,616,004$561,317$70,165iApproximate average salary by contribution assumption: employee only about $1,754,116 at 4% or $1,169,410 at 6%; with 50% employer match about $1,169,410 at 4% or $779,607 at 6%; with 100% employer match about $877,058 at 4% or $584,705 at 6%.
201919$966,379$161,459$17,940iApproximate average salary by contribution assumption: employee only about $448,497 at 4% or $298,998 at 6%; with 50% employer match about $298,998 at 4% or $199,332 at 6%; with 100% employer match about $224,249 at 4% or $149,499 at 6%.
Willowsford Management LLC Retirement Plan-9$966,379$161,459$17,940iApproximate average salary by contribution assumption: employee only about $448,497 at 4% or $298,998 at 6%; with 50% employer match about $298,998 at 4% or $199,332 at 6%; with 100% employer match about $224,249 at 4% or $149,499 at 6%.
2018117$646,758$195,954$11,527iApproximate average salary by contribution assumption: employee only about $288,168 at 4% or $192,112 at 6%; with 50% employer match about $192,112 at 4% or $128,075 at 6%; with 100% employer match about $144,084 at 4% or $96,056 at 6%.
Willowsford Management LLC Retirement Plan-17$646,758$195,954$11,527iApproximate average salary by contribution assumption: employee only about $288,168 at 4% or $192,112 at 6%; with 50% employer match about $192,112 at 4% or $128,075 at 6%; with 100% employer match about $144,084 at 4% or $96,056 at 6%.
2017115$508,254$231,695$15,446iApproximate average salary by contribution assumption: employee only about $386,158 at 4% or $257,439 at 6%; with 50% employer match about $257,439 at 4% or $171,626 at 6%; with 100% employer match about $193,079 at 4% or $128,719 at 6%.
Willowsford Management LLC Retirement Plan-15$508,254$231,695$15,446iApproximate average salary by contribution assumption: employee only about $386,158 at 4% or $257,439 at 6%; with 50% employer match about $257,439 at 4% or $171,626 at 6%; with 100% employer match about $193,079 at 4% or $128,719 at 6%.
2016112$218,738$214,260$17,855iApproximate average salary by contribution assumption: employee only about $446,375 at 4% or $297,583 at 6%; with 50% employer match about $297,583 at 4% or $198,389 at 6%; with 100% employer match about $223,188 at 4% or $148,792 at 6%.
Willowsford Management LLC Retirement Plan-12$218,738$214,260$17,855iApproximate average salary by contribution assumption: employee only about $446,375 at 4% or $297,583 at 6%; with 50% employer match about $297,583 at 4% or $198,389 at 6%; with 100% employer match about $223,188 at 4% or $148,792 at 6%.