Civic Intelligence

Wakley & Roberton Inc.

Plan context: Wakley & Roberton Profit Sharing Plan

EIN 91-1012475 • Bellevue, WA • 14 filings • 1 plans

500 108th Ave NESuite 1840Bellevue, WA 98004-5577
Current Snapshot

Latest Year

2012

2012 Participants

2

2012 Assets

$2,863,165

2012 Contributions

$55,495

Historical Graphs

Total Assets Over Time

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

$2,863,165$1,431,583$0199920052011YearValue
$2,863,165Latest year 2011

Participants Over Time

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

210199920052011YearValue
2Latest year 2011

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
201210$0$0-
Wakley & Roberton Profit Sharing Plan-0$0--
201112$2,863,165$55,495$27,748iApproximate average salary by contribution assumption: employee only about $693,688 at 4% or $462,458 at 6%; with 50% employer match about $462,458 at 4% or $308,306 at 6%; with 100% employer match about $346,844 at 4% or $231,229 at 6%.
Wakley & Roberton Profit Sharing Plan-2$2,863,165$55,495$27,748iApproximate average salary by contribution assumption: employee only about $693,688 at 4% or $462,458 at 6%; with 50% employer match about $462,458 at 4% or $308,306 at 6%; with 100% employer match about $346,844 at 4% or $231,229 at 6%.
201012$2,746,972$64,676$32,338iApproximate average salary by contribution assumption: employee only about $808,450 at 4% or $538,967 at 6%; with 50% employer match about $538,967 at 4% or $359,311 at 6%; with 100% employer match about $404,225 at 4% or $269,483 at 6%.
Wakley & Roberton Profit Sharing Plan-2$2,746,972$64,676$32,338iApproximate average salary by contribution assumption: employee only about $808,450 at 4% or $538,967 at 6%; with 50% employer match about $538,967 at 4% or $359,311 at 6%; with 100% employer match about $404,225 at 4% or $269,483 at 6%.
200912$2,410,515$64,677$32,339iApproximate average salary by contribution assumption: employee only about $808,463 at 4% or $538,975 at 6%; with 50% employer match about $538,975 at 4% or $359,317 at 6%; with 100% employer match about $404,231 at 4% or $269,488 at 6%.
Wakley & Roberton Profit Sharing Plan-2$2,410,515$64,677$32,339iApproximate average salary by contribution assumption: employee only about $808,463 at 4% or $538,975 at 6%; with 50% employer match about $538,975 at 4% or $359,317 at 6%; with 100% employer match about $404,231 at 4% or $269,488 at 6%.
200812$1,933,902$61,677$30,839iApproximate average salary by contribution assumption: employee only about $770,963 at 4% or $513,975 at 6%; with 50% employer match about $513,975 at 4% or $342,650 at 6%; with 100% employer match about $385,481 at 4% or $256,988 at 6%.
Wakley & Roberton Profit Sharing Plan-2$1,933,902$61,677$30,839iApproximate average salary by contribution assumption: employee only about $770,963 at 4% or $513,975 at 6%; with 50% employer match about $513,975 at 4% or $342,650 at 6%; with 100% employer match about $385,481 at 4% or $256,988 at 6%.
200712$0$0-
Wakley & Roberton Profit Sharing Plan-2---
200612$2,242,291$59,676$29,838iApproximate average salary by contribution assumption: employee only about $745,950 at 4% or $497,300 at 6%; with 50% employer match about $497,300 at 4% or $331,533 at 6%; with 100% employer match about $372,975 at 4% or $248,650 at 6%.
Wakley & Roberton Profit Sharing Plan-2$2,242,291$59,676$29,838iApproximate average salary by contribution assumption: employee only about $745,950 at 4% or $497,300 at 6%; with 50% employer match about $497,300 at 4% or $331,533 at 6%; with 100% employer match about $372,975 at 4% or $248,650 at 6%.
200512$2,064,012$47,135$23,568iApproximate average salary by contribution assumption: employee only about $589,188 at 4% or $392,792 at 6%; with 50% employer match about $392,792 at 4% or $261,861 at 6%; with 100% employer match about $294,594 at 4% or $196,396 at 6%.
Wakley & Roberton Profit Sharing Plan-2$2,064,012$47,135$23,568iApproximate average salary by contribution assumption: employee only about $589,188 at 4% or $392,792 at 6%; with 50% employer match about $392,792 at 4% or $261,861 at 6%; with 100% employer match about $294,594 at 4% or $196,396 at 6%.
200412$1,896,585$66,342$33,171iApproximate average salary by contribution assumption: employee only about $829,275 at 4% or $552,850 at 6%; with 50% employer match about $552,850 at 4% or $368,567 at 6%; with 100% employer match about $414,638 at 4% or $276,425 at 6%.
Wakley & Roberton Profit Sharing Plan-2$1,896,585$66,342$33,171iApproximate average salary by contribution assumption: employee only about $829,275 at 4% or $552,850 at 6%; with 50% employer match about $552,850 at 4% or $368,567 at 6%; with 100% employer match about $414,638 at 4% or $276,425 at 6%.
200312$1,699,876$39,550$19,775iApproximate average salary by contribution assumption: employee only about $494,375 at 4% or $329,583 at 6%; with 50% employer match about $329,583 at 4% or $219,722 at 6%; with 100% employer match about $247,188 at 4% or $164,792 at 6%.
Wakley & Roberton Profit Sharing Plan-2$1,699,876$39,550$19,775iApproximate average salary by contribution assumption: employee only about $494,375 at 4% or $329,583 at 6%; with 50% employer match about $329,583 at 4% or $219,722 at 6%; with 100% employer match about $247,188 at 4% or $164,792 at 6%.
200212$1,365,651$39,144$19,572iApproximate average salary by contribution assumption: employee only about $489,300 at 4% or $326,200 at 6%; with 50% employer match about $326,200 at 4% or $217,467 at 6%; with 100% employer match about $244,650 at 4% or $163,100 at 6%.
Wakley & Roberton Profit Sharing Plan-2$1,365,651$39,144$19,572iApproximate average salary by contribution assumption: employee only about $489,300 at 4% or $326,200 at 6%; with 50% employer match about $326,200 at 4% or $217,467 at 6%; with 100% employer match about $244,650 at 4% or $163,100 at 6%.
200112$1,567,226$37,063$18,532iApproximate average salary by contribution assumption: employee only about $463,288 at 4% or $308,858 at 6%; with 50% employer match about $308,858 at 4% or $205,906 at 6%; with 100% employer match about $231,644 at 4% or $154,429 at 6%.
Wakley & Roberton Profit Sharing Plan-2$1,567,226$37,063$18,532iApproximate average salary by contribution assumption: employee only about $463,288 at 4% or $308,858 at 6%; with 50% employer match about $308,858 at 4% or $205,906 at 6%; with 100% employer match about $231,644 at 4% or $154,429 at 6%.
200012$0$0-
Wakley & Roberton Profit Sharing Plan-2---
199912$1,717,998$32,058$16,029iApproximate average salary by contribution assumption: employee only about $400,725 at 4% or $267,150 at 6%; with 50% employer match about $267,150 at 4% or $178,100 at 6%; with 100% employer match about $200,363 at 4% or $133,575 at 6%.
Wakley & Roberton Profit Sharing Plan-2$1,717,998$32,058$16,029iApproximate average salary by contribution assumption: employee only about $400,725 at 4% or $267,150 at 6%; with 50% employer match about $267,150 at 4% or $178,100 at 6%; with 100% employer match about $200,363 at 4% or $133,575 at 6%.