Civic Intelligence

David C. Willis Insurance Agency Inc.

Plan context: David C. Willis Insurance Agency Inc. 401K Plan

EIN 84-1267522 • 5 filings • 1 plans

Current Snapshot

Latest Year

2008

2008 Participants

4

2008 Assets

$43,357

2008 Contributions

$5,117

Historical Graphs

Total Assets Over Time

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

$43,357$21,679$0200420052006YearValue
$43,357Latest year 2006

Participants Over Time

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

530200420062007YearValue
4Latest year 2007

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
200810$0$0-
David C. Willis Insurance Agency Inc. 401K Plan-0---
200714$0$0-
David C. Willis Insurance Agency Inc. 401K Plan-4---
200613$43,357$5,117$1,706iApproximate average salary by contribution assumption: employee only about $42,642 at 4% or $28,428 at 6%; with 50% employer match about $28,428 at 4% or $18,952 at 6%; with 100% employer match about $21,321 at 4% or $14,214 at 6%.
David C. Willis Insurance Agency Inc. 401K Plan-3$43,357$5,117$1,706iApproximate average salary by contribution assumption: employee only about $42,642 at 4% or $28,428 at 6%; with 50% employer match about $28,428 at 4% or $18,952 at 6%; with 100% employer match about $21,321 at 4% or $14,214 at 6%.
200515$33,119$20,846$4,169iApproximate average salary by contribution assumption: employee only about $104,230 at 4% or $69,487 at 6%; with 50% employer match about $69,487 at 4% or $46,324 at 6%; with 100% employer match about $52,115 at 4% or $34,743 at 6%.
David C. Willis Insurance Agency Inc. 401K Plan-5$33,119$20,846$4,169iApproximate average salary by contribution assumption: employee only about $104,230 at 4% or $69,487 at 6%; with 50% employer match about $69,487 at 4% or $46,324 at 6%; with 100% employer match about $52,115 at 4% or $34,743 at 6%.
200413$10,558$10,435$3,478iApproximate average salary by contribution assumption: employee only about $86,958 at 4% or $57,972 at 6%; with 50% employer match about $57,972 at 4% or $38,648 at 6%; with 100% employer match about $43,479 at 4% or $28,986 at 6%.
David C. Willis Insurance Agency Inc. 401K Plan-3$10,558$10,435$3,478iApproximate average salary by contribution assumption: employee only about $86,958 at 4% or $57,972 at 6%; with 50% employer match about $57,972 at 4% or $38,648 at 6%; with 100% employer match about $43,479 at 4% or $28,986 at 6%.