Civic Intelligence

Wilson-Davis & Company Inc.

Plan context: Wilson-Davis & Company Inc. 401 (K) Profit Sharing Plan

EIN 87-0278784 • 25 filings • 5 plans

Current Snapshot

Latest Year

2023

2023 Participants

24

2023 Assets

$3,643,825

2023 Contributions

$38,279

Historical Graphs

Total Assets Over Time

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

$5,041,972$2,520,986$0200420152023YearValue
$3,643,825Latest year 2023

Participants Over Time

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

29150200020122023YearValue
24Latest year 2023

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
2023124$3,643,825$38,279$1,595iApproximate average salary by contribution assumption: employee only about $39,874 at 4% or $26,583 at 6%; with 50% employer match about $26,583 at 4% or $17,722 at 6%; with 100% employer match about $19,937 at 4% or $13,291 at 6%.
Wilson-Davis & Company Inc. 401 (K) Profit Sharing Plan-24$3,643,825$38,279$1,595iApproximate average salary by contribution assumption: employee only about $39,874 at 4% or $26,583 at 6%; with 50% employer match about $26,583 at 4% or $17,722 at 6%; with 100% employer match about $19,937 at 4% or $13,291 at 6%.
2022125$4,837,158$82,454$3,298iApproximate average salary by contribution assumption: employee only about $82,454 at 4% or $54,969 at 6%; with 50% employer match about $54,969 at 4% or $36,646 at 6%; with 100% employer match about $41,227 at 4% or $27,485 at 6%.
Wilson-Davis & Company Inc. 401 (K) Profit Sharing Plan-25$4,837,158$82,454$3,298iApproximate average salary by contribution assumption: employee only about $82,454 at 4% or $54,969 at 6%; with 50% employer match about $54,969 at 4% or $36,646 at 6%; with 100% employer match about $41,227 at 4% or $27,485 at 6%.
2021125$4,536,269$328,142$13,126iApproximate average salary by contribution assumption: employee only about $328,142 at 4% or $218,761 at 6%; with 50% employer match about $218,761 at 4% or $145,841 at 6%; with 100% employer match about $164,071 at 4% or $109,381 at 6%.
Wilson-Davis & Company Inc. 401 (K) Profit Sharing Plan-25$4,536,269$328,142$13,126iApproximate average salary by contribution assumption: employee only about $328,142 at 4% or $218,761 at 6%; with 50% employer match about $218,761 at 4% or $145,841 at 6%; with 100% employer match about $164,071 at 4% or $109,381 at 6%.
2020125$5,041,972$488,972$19,559iApproximate average salary by contribution assumption: employee only about $488,972 at 4% or $325,981 at 6%; with 50% employer match about $325,981 at 4% or $217,321 at 6%; with 100% employer match about $244,486 at 4% or $162,991 at 6%.
Wilson-Davis & Company Inc. 401 (K) Profit Sharing Plan-25$5,041,972$488,972$19,559iApproximate average salary by contribution assumption: employee only about $488,972 at 4% or $325,981 at 6%; with 50% employer match about $325,981 at 4% or $217,321 at 6%; with 100% employer match about $244,486 at 4% or $162,991 at 6%.
2019122$3,423,767$192,039$8,729iApproximate average salary by contribution assumption: employee only about $218,226 at 4% or $145,484 at 6%; with 50% employer match about $145,484 at 4% or $96,989 at 6%; with 100% employer match about $109,113 at 4% or $72,742 at 6%.
Wilson-Davis & Company Inc. 401 (K) Profit Sharing Plan-22$3,423,767$192,039$8,729iApproximate average salary by contribution assumption: employee only about $218,226 at 4% or $145,484 at 6%; with 50% employer match about $145,484 at 4% or $96,989 at 6%; with 100% employer match about $109,113 at 4% or $72,742 at 6%.
2018121$3,664,641$390,393$18,590iApproximate average salary by contribution assumption: employee only about $464,754 at 4% or $309,836 at 6%; with 50% employer match about $309,836 at 4% or $206,557 at 6%; with 100% employer match about $232,377 at 4% or $154,918 at 6%.
Wilson-Davis & Company Inc. 401 (K) Profit Sharing Plan-21$3,664,641$390,393$18,590iApproximate average salary by contribution assumption: employee only about $464,754 at 4% or $309,836 at 6%; with 50% employer match about $309,836 at 4% or $206,557 at 6%; with 100% employer match about $232,377 at 4% or $154,918 at 6%.
2017121$3,217,704$308,976$14,713iApproximate average salary by contribution assumption: employee only about $367,829 at 4% or $245,219 at 6%; with 50% employer match about $245,219 at 4% or $163,479 at 6%; with 100% employer match about $183,914 at 4% or $122,610 at 6%.
Wilson-Davis & Company Inc. 401 (K) Profit Sharing Plan-21$3,217,704$308,976$14,713iApproximate average salary by contribution assumption: employee only about $367,829 at 4% or $245,219 at 6%; with 50% employer match about $245,219 at 4% or $163,479 at 6%; with 100% employer match about $183,914 at 4% or $122,610 at 6%.
2016124$2,963,314$48,553$2,023iApproximate average salary by contribution assumption: employee only about $50,576 at 4% or $33,717 at 6%; with 50% employer match about $33,717 at 4% or $22,478 at 6%; with 100% employer match about $25,288 at 4% or $16,859 at 6%.
Wilson-Davis & Company Inc. 401 (K) Profit Sharing Plan-24$2,963,314$48,553$2,023iApproximate average salary by contribution assumption: employee only about $50,576 at 4% or $33,717 at 6%; with 50% employer match about $33,717 at 4% or $22,478 at 6%; with 100% employer match about $25,288 at 4% or $16,859 at 6%.
2015122$2,441,430$42,316$1,923iApproximate average salary by contribution assumption: employee only about $48,086 at 4% or $32,058 at 6%; with 50% employer match about $32,058 at 4% or $21,372 at 6%; with 100% employer match about $24,043 at 4% or $16,029 at 6%.
Wilson-Davis & Company Inc. 401 (K) Profit Sharing Plan-22$2,441,430$42,316$1,923iApproximate average salary by contribution assumption: employee only about $48,086 at 4% or $32,058 at 6%; with 50% employer match about $32,058 at 4% or $21,372 at 6%; with 100% employer match about $24,043 at 4% or $16,029 at 6%.
2014124$2,650,142$21,807$909iApproximate average salary by contribution assumption: employee only about $22,716 at 4% or $15,144 at 6%; with 50% employer match about $15,144 at 4% or $10,096 at 6%; with 100% employer match about $11,358 at 4% or $7,572 at 6%.
Wilson-Davis & Company Inc. 401 (K) Profit Sharing Plan-24$2,650,142$21,807$909iApproximate average salary by contribution assumption: employee only about $22,716 at 4% or $15,144 at 6%; with 50% employer match about $15,144 at 4% or $10,096 at 6%; with 100% employer match about $11,358 at 4% or $7,572 at 6%.
2013127$2,760,464$334,966$12,406iApproximate average salary by contribution assumption: employee only about $310,154 at 4% or $206,769 at 6%; with 50% employer match about $206,769 at 4% or $137,846 at 6%; with 100% employer match about $155,077 at 4% or $103,385 at 6%.
Wilson-Davis & Company Inc. 401 (K) Profit Sharing Plan-27$2,760,464$334,966$12,406iApproximate average salary by contribution assumption: employee only about $310,154 at 4% or $206,769 at 6%; with 50% employer match about $206,769 at 4% or $137,846 at 6%; with 100% employer match about $155,077 at 4% or $103,385 at 6%.
2012123$2,065,880$85,490$3,717iApproximate average salary by contribution assumption: employee only about $92,924 at 4% or $61,949 at 6%; with 50% employer match about $61,949 at 4% or $41,300 at 6%; with 100% employer match about $46,462 at 4% or $30,975 at 6%.
Wilson-Davis & Company Inc. 401 (K) Profit Sharing Plan-23$2,065,880$85,490$3,717iApproximate average salary by contribution assumption: employee only about $92,924 at 4% or $61,949 at 6%; with 50% employer match about $61,949 at 4% or $41,300 at 6%; with 100% employer match about $46,462 at 4% or $30,975 at 6%.
2011123$1,864,644$326,055$14,176iApproximate average salary by contribution assumption: employee only about $354,408 at 4% or $236,272 at 6%; with 50% employer match about $236,272 at 4% or $157,514 at 6%; with 100% employer match about $177,204 at 4% or $118,136 at 6%.
Wilson-Davis & Company Inc. 401 (K) Profit Sharing Plan-23$1,864,644$326,055$14,176iApproximate average salary by contribution assumption: employee only about $354,408 at 4% or $236,272 at 6%; with 50% employer match about $236,272 at 4% or $157,514 at 6%; with 100% employer match about $177,204 at 4% or $118,136 at 6%.
2010123$1,807,834$317,096$13,787iApproximate average salary by contribution assumption: employee only about $344,670 at 4% or $229,780 at 6%; with 50% employer match about $229,780 at 4% or $153,186 at 6%; with 100% employer match about $172,335 at 4% or $114,890 at 6%.
Wilson-Davis & Company Inc. 401 (K) Profit Sharing Plan-23$1,807,834$317,096$13,787iApproximate average salary by contribution assumption: employee only about $344,670 at 4% or $229,780 at 6%; with 50% employer match about $229,780 at 4% or $153,186 at 6%; with 100% employer match about $172,335 at 4% or $114,890 at 6%.
2009122$1,428,563$45,969$2,090iApproximate average salary by contribution assumption: employee only about $52,238 at 4% or $34,825 at 6%; with 50% employer match about $34,825 at 4% or $23,217 at 6%; with 100% employer match about $26,119 at 4% or $17,413 at 6%.
Wilson-Davis & Company Inc. 401 (K) Profit Sharing Plan-22$1,428,563$45,969$2,090iApproximate average salary by contribution assumption: employee only about $52,238 at 4% or $34,825 at 6%; with 50% employer match about $34,825 at 4% or $23,217 at 6%; with 100% employer match about $26,119 at 4% or $17,413 at 6%.
2008120$0$0-
Wilson-Davis & Company Inc. 401 (K) Profit Sharing Plan-20---
2007124$0$0-
Wilson-Davis & Company Inc. 401 (K) Profit Sharing Plan-24---
2006123$1,680,242$46,855$2,037iApproximate average salary by contribution assumption: employee only about $50,929 at 4% or $33,953 at 6%; with 50% employer match about $33,953 at 4% or $22,635 at 6%; with 100% employer match about $25,465 at 4% or $16,976 at 6%.
Wilson-Davis & Company Inc. 401 (K) Profit Sharing Plan-23$1,680,242$46,855$2,037iApproximate average salary by contribution assumption: employee only about $50,929 at 4% or $33,953 at 6%; with 50% employer match about $33,953 at 4% or $22,635 at 6%; with 100% employer match about $25,465 at 4% or $16,976 at 6%.
2005124$1,339,083$23,362$973iApproximate average salary by contribution assumption: employee only about $24,335 at 4% or $16,224 at 6%; with 50% employer match about $16,224 at 4% or $10,816 at 6%; with 100% employer match about $12,168 at 4% or $8,112 at 6%.
Wilson-Davis & Company Inc. 401 (K) Profit Sharing Plan-24$1,339,083$23,362$973iApproximate average salary by contribution assumption: employee only about $24,335 at 4% or $16,224 at 6%; with 50% employer match about $16,224 at 4% or $10,816 at 6%; with 100% employer match about $12,168 at 4% or $8,112 at 6%.
2004123$1,181,523$16,691$726iApproximate average salary by contribution assumption: employee only about $18,142 at 4% or $12,095 at 6%; with 50% employer match about $12,095 at 4% or $8,063 at 6%; with 100% employer match about $9,071 at 4% or $6,047 at 6%.
Wilson-Davis & Company Inc. 401 (K) Profit Sharing Plan-23$1,181,523$16,691$726iApproximate average salary by contribution assumption: employee only about $18,142 at 4% or $12,095 at 6%; with 50% employer match about $12,095 at 4% or $8,063 at 6%; with 100% employer match about $9,071 at 4% or $6,047 at 6%.
2003124$0$0-
Wilson-Davis & Company Inc. 401 (K) Profit Sharing Plan-24---
2002122$0$0-
Wilson-Davis & Company Inc. 401 (K) Profit Sharing Plan-22---
2001128$0$0-
Wilson-Davis & Company Inc. 401 (K) Profit Sharing Plan-28---
2000229$0$0-
Wilson-Davis & Company Inc. 401 (K) Profit Sharing Plan-29---
WILSON-DAVIS & COMPANY, INC. 401K PLAN-0---