Civic Intelligence

Willamette Management Associates Inc.

Plan context: Willamette Management Associates Inc. Employees Retirement Plan

EIN 93-0577822 • Chicago, IL • 23 filings • 3 plans

8600 West Bryn Mawr AveSte 950-nChicago, IL 60631
Current Snapshot

Latest Year

2021

2021 Participants

58

2021 Assets

$21,461,279

2021 Contributions

$199,488

Historical Graphs

Total Assets Over Time

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

$21,461,279$10,730,640$0199920122020YearValue
$21,461,279Latest year 2020

Participants Over Time

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

59300199920102020YearValue
58Latest year 2020

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
202110$0$199,488-
Willamette Management Associates Inc. Employees Retirement Plan-0$0$199,488-
2020158$21,461,279$724,866$12,498iApproximate average salary by contribution assumption: employee only about $312,442 at 4% or $208,295 at 6%; with 50% employer match about $208,295 at 4% or $138,863 at 6%; with 100% employer match about $156,221 at 4% or $104,147 at 6%.
Willamette Management Associates Inc. Employees Retirement Plan-58$21,461,279$724,866$12,498iApproximate average salary by contribution assumption: employee only about $312,442 at 4% or $208,295 at 6%; with 50% employer match about $208,295 at 4% or $138,863 at 6%; with 100% employer match about $156,221 at 4% or $104,147 at 6%.
2019159$16,808,185$562,000$9,525iApproximate average salary by contribution assumption: employee only about $238,136 at 4% or $158,757 at 6%; with 50% employer match about $158,757 at 4% or $105,838 at 6%; with 100% employer match about $119,068 at 4% or $79,379 at 6%.
Willamette Management Associates Inc. Employees Retirement Plan-59$16,808,185$562,000$9,525iApproximate average salary by contribution assumption: employee only about $238,136 at 4% or $158,757 at 6%; with 50% employer match about $158,757 at 4% or $105,838 at 6%; with 100% employer match about $119,068 at 4% or $79,379 at 6%.
2018156$14,894,399$873,716$15,602iApproximate average salary by contribution assumption: employee only about $390,052 at 4% or $260,035 at 6%; with 50% employer match about $260,035 at 4% or $173,356 at 6%; with 100% employer match about $195,026 at 4% or $130,017 at 6%.
Willamette Management Associates Inc. Employees Retirement Plan-56$14,894,399$873,716$15,602iApproximate average salary by contribution assumption: employee only about $390,052 at 4% or $260,035 at 6%; with 50% employer match about $260,035 at 4% or $173,356 at 6%; with 100% employer match about $195,026 at 4% or $130,017 at 6%.
2017149$13,738,094$535,794$10,935iApproximate average salary by contribution assumption: employee only about $273,364 at 4% or $182,243 at 6%; with 50% employer match about $182,243 at 4% or $121,495 at 6%; with 100% employer match about $136,682 at 4% or $91,121 at 6%.
Willamette Management Associates Inc. Employees Retirement Plan-49$13,738,094$535,794$10,935iApproximate average salary by contribution assumption: employee only about $273,364 at 4% or $182,243 at 6%; with 50% employer match about $182,243 at 4% or $121,495 at 6%; with 100% employer match about $136,682 at 4% or $91,121 at 6%.
2016146$11,841,002$576,603$12,535iApproximate average salary by contribution assumption: employee only about $313,371 at 4% or $208,914 at 6%; with 50% employer match about $208,914 at 4% or $139,276 at 6%; with 100% employer match about $156,686 at 4% or $104,457 at 6%.
Willamette Management Associates Inc. Employees Retirement Plan-46$11,841,002$576,603$12,535iApproximate average salary by contribution assumption: employee only about $313,371 at 4% or $208,914 at 6%; with 50% employer match about $208,914 at 4% or $139,276 at 6%; with 100% employer match about $156,686 at 4% or $104,457 at 6%.
2015148$9,975,038$555,242$11,568iApproximate average salary by contribution assumption: employee only about $289,189 at 4% or $192,792 at 6%; with 50% employer match about $192,792 at 4% or $128,528 at 6%; with 100% employer match about $144,594 at 4% or $96,396 at 6%.
Willamette Management Associates Inc. Employees Retirement Plan-48$9,975,038$555,242$11,568iApproximate average salary by contribution assumption: employee only about $289,189 at 4% or $192,792 at 6%; with 50% employer match about $192,792 at 4% or $128,528 at 6%; with 100% employer match about $144,594 at 4% or $96,396 at 6%.
2014148$8,519,205$485,462$10,114iApproximate average salary by contribution assumption: employee only about $252,845 at 4% or $168,563 at 6%; with 50% employer match about $168,563 at 4% or $112,375 at 6%; with 100% employer match about $126,422 at 4% or $84,282 at 6%.
Willamette Management Associates Inc. Employees Retirement Plan-48$8,519,205$485,462$10,114iApproximate average salary by contribution assumption: employee only about $252,845 at 4% or $168,563 at 6%; with 50% employer match about $168,563 at 4% or $112,375 at 6%; with 100% employer match about $126,422 at 4% or $84,282 at 6%.
2013145$9,359,489$396,091$8,802iApproximate average salary by contribution assumption: employee only about $220,051 at 4% or $146,700 at 6%; with 50% employer match about $146,700 at 4% or $97,800 at 6%; with 100% employer match about $110,025 at 4% or $73,350 at 6%.
Willamette Management Associates Inc. Employees Retirement Plan-45$9,359,489$396,091$8,802iApproximate average salary by contribution assumption: employee only about $220,051 at 4% or $146,700 at 6%; with 50% employer match about $146,700 at 4% or $97,800 at 6%; with 100% employer match about $110,025 at 4% or $73,350 at 6%.
2012143$8,999,217$370,685$8,621iApproximate average salary by contribution assumption: employee only about $215,515 at 4% or $143,676 at 6%; with 50% employer match about $143,676 at 4% or $95,784 at 6%; with 100% employer match about $107,757 at 4% or $71,838 at 6%.
Willamette Management Associates Inc. Employees Retirement Plan-43$8,999,217$370,685$8,621iApproximate average salary by contribution assumption: employee only about $215,515 at 4% or $143,676 at 6%; with 50% employer match about $143,676 at 4% or $95,784 at 6%; with 100% employer match about $107,757 at 4% or $71,838 at 6%.
2011139$7,290,763$191,096$4,900iApproximate average salary by contribution assumption: employee only about $122,497 at 4% or $81,665 at 6%; with 50% employer match about $81,665 at 4% or $54,443 at 6%; with 100% employer match about $61,249 at 4% or $40,832 at 6%.
Willamette Management Associates Inc. Employees Retirement Plan-39$7,290,763$191,096$4,900iApproximate average salary by contribution assumption: employee only about $122,497 at 4% or $81,665 at 6%; with 50% employer match about $81,665 at 4% or $54,443 at 6%; with 100% employer match about $61,249 at 4% or $40,832 at 6%.
2010148$6,719,484$441,297$9,194iApproximate average salary by contribution assumption: employee only about $229,842 at 4% or $153,228 at 6%; with 50% employer match about $153,228 at 4% or $102,152 at 6%; with 100% employer match about $114,921 at 4% or $76,614 at 6%.
Willamette Management Associates Inc. Employees Retirement Plan-48$6,719,484$441,297$9,194iApproximate average salary by contribution assumption: employee only about $229,842 at 4% or $153,228 at 6%; with 50% employer match about $153,228 at 4% or $102,152 at 6%; with 100% employer match about $114,921 at 4% or $76,614 at 6%.
2009151$6,567,414$477,096$9,355iApproximate average salary by contribution assumption: employee only about $233,871 at 4% or $155,914 at 6%; with 50% employer match about $155,914 at 4% or $103,942 at 6%; with 100% employer match about $116,935 at 4% or $77,957 at 6%.
Willamette Management Associates Inc. Employees Retirement Plan-51$6,567,414$477,096$9,355iApproximate average salary by contribution assumption: employee only about $233,871 at 4% or $155,914 at 6%; with 50% employer match about $155,914 at 4% or $103,942 at 6%; with 100% employer match about $116,935 at 4% or $77,957 at 6%.
2008136$0$0-
Willamette Management Associates Inc. Employees Retirement Plan-36---
2007142$0$0-
Willamette Management Associates Inc. Employees Retirement Plan-42---
2006137$7,148,823$660,218$17,844iApproximate average salary by contribution assumption: employee only about $446,093 at 4% or $297,395 at 6%; with 50% employer match about $297,395 at 4% or $198,264 at 6%; with 100% employer match about $223,047 at 4% or $148,698 at 6%.
Willamette Management Associates Inc. Employees Retirement Plan-37$7,148,823$660,218$17,844iApproximate average salary by contribution assumption: employee only about $446,093 at 4% or $297,395 at 6%; with 50% employer match about $297,395 at 4% or $198,264 at 6%; with 100% employer match about $223,047 at 4% or $148,698 at 6%.
2005138$6,497,462$498,892$13,129iApproximate average salary by contribution assumption: employee only about $328,218 at 4% or $218,812 at 6%; with 50% employer match about $218,812 at 4% or $145,875 at 6%; with 100% employer match about $164,109 at 4% or $109,406 at 6%.
Willamette Management Associates Inc. Employees Retirement Plan-38$6,497,462$498,892$13,129iApproximate average salary by contribution assumption: employee only about $328,218 at 4% or $218,812 at 6%; with 50% employer match about $218,812 at 4% or $145,875 at 6%; with 100% employer match about $164,109 at 4% or $109,406 at 6%.
2004131$5,900,057$499,060$16,099iApproximate average salary by contribution assumption: employee only about $402,468 at 4% or $268,312 at 6%; with 50% employer match about $268,312 at 4% or $178,875 at 6%; with 100% employer match about $201,234 at 4% or $134,156 at 6%.
Willamette Management Associates Inc. Employees Retirement Plan-31$5,900,057$499,060$16,099iApproximate average salary by contribution assumption: employee only about $402,468 at 4% or $268,312 at 6%; with 50% employer match about $268,312 at 4% or $178,875 at 6%; with 100% employer match about $201,234 at 4% or $134,156 at 6%.
200318$0$0-
Willamette Management Associates Inc. Employees Retirement Plan-8---
2002152$0$0-
Willamette Management Associates Inc. Employees Retirement Plan-52---
2001153$0$0-
Willamette Management Associates Inc. Employees Retirement Plan-53---
2000137$3,933,602$175,081$4,732iApproximate average salary by contribution assumption: employee only about $118,298 at 4% or $78,865 at 6%; with 50% employer match about $78,865 at 4% or $52,577 at 6%; with 100% employer match about $59,149 at 4% or $39,433 at 6%.
Willamette Management Associates Inc. Employees Retirement Plan-37$3,933,602$175,081$4,732iApproximate average salary by contribution assumption: employee only about $118,298 at 4% or $78,865 at 6%; with 50% employer match about $78,865 at 4% or $52,577 at 6%; with 100% employer match about $59,149 at 4% or $39,433 at 6%.
1999138$3,767,287$502,938$13,235iApproximate average salary by contribution assumption: employee only about $330,880 at 4% or $220,587 at 6%; with 50% employer match about $220,587 at 4% or $147,058 at 6%; with 100% employer match about $165,440 at 4% or $110,293 at 6%.
Willamette Management Associates Inc. Employees Retirement Plan-38$3,767,287$502,938$13,235iApproximate average salary by contribution assumption: employee only about $330,880 at 4% or $220,587 at 6%; with 50% employer match about $220,587 at 4% or $147,058 at 6%; with 100% employer match about $165,440 at 4% or $110,293 at 6%.