Welburn Electric Inc.
Plan context: Welburn Electric Inc. 401K Profit Sharing Plan & Trust
EIN 93-1071713 • Phoenix, OR • 29 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
11
2024 Assets
$2,477,976
2024 Contributions
$309,892
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 11 | $2,477,976 | $309,892 | $28,172iApproximate average salary by contribution assumption: employee only about $704,300 at 4% or $469,533 at 6%; with 50% employer match about $469,533 at 4% or $313,022 at 6%; with 100% employer match about $352,150 at 4% or $234,767 at 6%. |
| Welburn Electric Inc. 401K Profit Sharing Plan & Trust | - | 11 | $2,477,976 | $309,892 | $28,172iApproximate average salary by contribution assumption: employee only about $704,300 at 4% or $469,533 at 6%; with 50% employer match about $469,533 at 4% or $313,022 at 6%; with 100% employer match about $352,150 at 4% or $234,767 at 6%. |
| 2023 | 1 | 10 | $1,896,701 | $80,745 | $8,075iApproximate average salary by contribution assumption: employee only about $201,863 at 4% or $134,575 at 6%; with 50% employer match about $134,575 at 4% or $89,717 at 6%; with 100% employer match about $100,931 at 4% or $67,288 at 6%. |
| Welburn Electric Inc. 401K Profit Sharing Plan & Trust | - | 10 | $1,896,701 | $80,745 | $8,075iApproximate average salary by contribution assumption: employee only about $201,863 at 4% or $134,575 at 6%; with 50% employer match about $134,575 at 4% or $89,717 at 6%; with 100% employer match about $100,931 at 4% or $67,288 at 6%. |
| 2022 | 1 | 11 | $1,524,973 | $67,138 | $6,103iApproximate average salary by contribution assumption: employee only about $152,586 at 4% or $101,724 at 6%; with 50% employer match about $101,724 at 4% or $67,816 at 6%; with 100% employer match about $76,293 at 4% or $50,862 at 6%. |
| Welburn Electric Inc. 401K Profit Sharing Plan & Trust | - | 11 | $1,524,973 | $67,138 | $6,103iApproximate average salary by contribution assumption: employee only about $152,586 at 4% or $101,724 at 6%; with 50% employer match about $101,724 at 4% or $67,816 at 6%; with 100% employer match about $76,293 at 4% or $50,862 at 6%. |
| 2021 | 1 | 10 | $1,939,983 | $50,815 | $5,082iApproximate average salary by contribution assumption: employee only about $127,038 at 4% or $84,692 at 6%; with 50% employer match about $84,692 at 4% or $56,461 at 6%; with 100% employer match about $63,519 at 4% or $42,346 at 6%. |
| Welburn Electric Inc. 401K Profit Sharing Plan & Trust | - | 10 | $1,939,983 | $50,815 | $5,082iApproximate average salary by contribution assumption: employee only about $127,038 at 4% or $84,692 at 6%; with 50% employer match about $84,692 at 4% or $56,461 at 6%; with 100% employer match about $63,519 at 4% or $42,346 at 6%. |
| 2020 | 1 | 9 | $1,716,493 | $68,129 | $7,570iApproximate average salary by contribution assumption: employee only about $189,247 at 4% or $126,165 at 6%; with 50% employer match about $126,165 at 4% or $84,110 at 6%; with 100% employer match about $94,624 at 4% or $63,082 at 6%. |
| Welburn Electric Inc. 401K Profit Sharing Plan & Trust | - | 9 | $1,716,493 | $68,129 | $7,570iApproximate average salary by contribution assumption: employee only about $189,247 at 4% or $126,165 at 6%; with 50% employer match about $126,165 at 4% or $84,110 at 6%; with 100% employer match about $94,624 at 4% or $63,082 at 6%. |
| 2019 | 1 | 8 | $1,378,595 | $41,728 | $5,216iApproximate average salary by contribution assumption: employee only about $130,400 at 4% or $86,933 at 6%; with 50% employer match about $86,933 at 4% or $57,956 at 6%; with 100% employer match about $65,200 at 4% or $43,467 at 6%. |
| Welburn Electric Inc. 401K Profit Sharing Plan & Trust | - | 8 | $1,378,595 | $41,728 | $5,216iApproximate average salary by contribution assumption: employee only about $130,400 at 4% or $86,933 at 6%; with 50% employer match about $86,933 at 4% or $57,956 at 6%; with 100% employer match about $65,200 at 4% or $43,467 at 6%. |
| 2018 | 1 | 7 | $1,084,553 | $197,142 | $28,163iApproximate average salary by contribution assumption: employee only about $704,079 at 4% or $469,386 at 6%; with 50% employer match about $469,386 at 4% or $312,924 at 6%; with 100% employer match about $352,039 at 4% or $234,693 at 6%. |
| Welburn Electric Inc. 401K Profit Sharing Plan & Trust | - | 7 | $1,084,553 | $197,142 | $28,163iApproximate average salary by contribution assumption: employee only about $704,079 at 4% or $469,386 at 6%; with 50% employer match about $469,386 at 4% or $312,924 at 6%; with 100% employer match about $352,039 at 4% or $234,693 at 6%. |
| 2017 | 1 | 6 | $913,441 | $20,335 | $3,389iApproximate average salary by contribution assumption: employee only about $84,729 at 4% or $56,486 at 6%; with 50% employer match about $56,486 at 4% or $37,657 at 6%; with 100% employer match about $42,365 at 4% or $28,243 at 6%. |
| Welburn Electric Inc. 401K Profit Sharing Plan & Trust | - | 6 | $913,441 | $20,335 | $3,389iApproximate average salary by contribution assumption: employee only about $84,729 at 4% or $56,486 at 6%; with 50% employer match about $56,486 at 4% or $37,657 at 6%; with 100% employer match about $42,365 at 4% or $28,243 at 6%. |
| 2016 | 1 | 7 | $767,849 | $26,356 | $3,765iApproximate average salary by contribution assumption: employee only about $94,129 at 4% or $62,752 at 6%; with 50% employer match about $62,752 at 4% or $41,835 at 6%; with 100% employer match about $47,064 at 4% or $31,376 at 6%. |
| Welburn Electric Inc. 401K Profit Sharing Plan & Trust | - | 7 | $767,849 | $26,356 | $3,765iApproximate average salary by contribution assumption: employee only about $94,129 at 4% or $62,752 at 6%; with 50% employer match about $62,752 at 4% or $41,835 at 6%; with 100% employer match about $47,064 at 4% or $31,376 at 6%. |
| 2015 | 1 | 7 | $714,532 | $19,171 | $2,739iApproximate average salary by contribution assumption: employee only about $68,468 at 4% or $45,645 at 6%; with 50% employer match about $45,645 at 4% or $30,430 at 6%; with 100% employer match about $34,234 at 4% or $22,823 at 6%. |
| Welburn Electric Inc. 401K Profit Sharing Plan & Trust | - | 7 | $714,532 | $19,171 | $2,739iApproximate average salary by contribution assumption: employee only about $68,468 at 4% or $45,645 at 6%; with 50% employer match about $45,645 at 4% or $30,430 at 6%; with 100% employer match about $34,234 at 4% or $22,823 at 6%. |
| 2014 | 1 | 8 | $699,333 | $24,888 | $3,111iApproximate average salary by contribution assumption: employee only about $77,775 at 4% or $51,850 at 6%; with 50% employer match about $51,850 at 4% or $34,567 at 6%; with 100% employer match about $38,888 at 4% or $25,925 at 6%. |
| Welburn Electric Inc. 401K Profit Sharing Plan & Trust | - | 8 | $699,333 | $24,888 | $3,111iApproximate average salary by contribution assumption: employee only about $77,775 at 4% or $51,850 at 6%; with 50% employer match about $51,850 at 4% or $34,567 at 6%; with 100% employer match about $38,888 at 4% or $25,925 at 6%. |
| 2013 | 1 | 7 | $645,785 | $26,293 | $3,756iApproximate average salary by contribution assumption: employee only about $93,904 at 4% or $62,602 at 6%; with 50% employer match about $62,602 at 4% or $41,735 at 6%; with 100% employer match about $46,952 at 4% or $31,301 at 6%. |
| Welburn Electric Inc. 401K Profit Sharing Plan & Trust | - | 7 | $645,785 | $26,293 | $3,756iApproximate average salary by contribution assumption: employee only about $93,904 at 4% or $62,602 at 6%; with 50% employer match about $62,602 at 4% or $41,735 at 6%; with 100% employer match about $46,952 at 4% or $31,301 at 6%. |
| 2012 | 1 | 7 | $530,136 | $20,647 | $2,950iApproximate average salary by contribution assumption: employee only about $73,739 at 4% or $49,160 at 6%; with 50% employer match about $49,160 at 4% or $32,773 at 6%; with 100% employer match about $36,870 at 4% or $24,580 at 6%. |
| Welburn Electric Inc. 401K Profit Sharing Plan & Trust | - | 7 | $530,136 | $20,647 | $2,950iApproximate average salary by contribution assumption: employee only about $73,739 at 4% or $49,160 at 6%; with 50% employer match about $49,160 at 4% or $32,773 at 6%; with 100% employer match about $36,870 at 4% or $24,580 at 6%. |
| 2011 | 1 | 8 | $518,416 | $21,212 | $2,652iApproximate average salary by contribution assumption: employee only about $66,288 at 4% or $44,192 at 6%; with 50% employer match about $44,192 at 4% or $29,461 at 6%; with 100% employer match about $33,144 at 4% or $22,096 at 6%. |
| Welburn Electric Inc. 401K Profit Sharing Plan & Trust | - | 8 | $518,416 | $21,212 | $2,652iApproximate average salary by contribution assumption: employee only about $66,288 at 4% or $44,192 at 6%; with 50% employer match about $44,192 at 4% or $29,461 at 6%; with 100% employer match about $33,144 at 4% or $22,096 at 6%. |
| 2010 | 1 | 9 | $561,945 | $18,750 | $2,083iApproximate average salary by contribution assumption: employee only about $52,083 at 4% or $34,722 at 6%; with 50% employer match about $34,722 at 4% or $23,148 at 6%; with 100% employer match about $26,042 at 4% or $17,361 at 6%. |
| Welburn Electric Inc. 401K Profit Sharing Plan & Trust | - | 9 | $561,945 | $18,750 | $2,083iApproximate average salary by contribution assumption: employee only about $52,083 at 4% or $34,722 at 6%; with 50% employer match about $34,722 at 4% or $23,148 at 6%; with 100% employer match about $26,042 at 4% or $17,361 at 6%. |
| 2009 | 1 | 9 | $565,717 | $21,382 | $2,376iApproximate average salary by contribution assumption: employee only about $59,394 at 4% or $39,596 at 6%; with 50% employer match about $39,596 at 4% or $26,398 at 6%; with 100% employer match about $29,697 at 4% or $19,798 at 6%. |
| Welburn Electric Inc. 401K Profit Sharing Plan & Trust | - | 9 | $565,717 | $21,382 | $2,376iApproximate average salary by contribution assumption: employee only about $59,394 at 4% or $39,596 at 6%; with 50% employer match about $39,596 at 4% or $26,398 at 6%; with 100% employer match about $29,697 at 4% or $19,798 at 6%. |
| 2008 | 1 | 8 | $503,430 | $56,892 | $7,112iApproximate average salary by contribution assumption: employee only about $177,788 at 4% or $118,525 at 6%; with 50% employer match about $118,525 at 4% or $79,017 at 6%; with 100% employer match about $88,894 at 4% or $59,263 at 6%. |
| Welburn Electric Inc. 401K Profit Sharing Plan & Trust | - | 8 | $503,430 | $56,892 | $7,112iApproximate average salary by contribution assumption: employee only about $177,788 at 4% or $118,525 at 6%; with 50% employer match about $118,525 at 4% or $79,017 at 6%; with 100% employer match about $88,894 at 4% or $59,263 at 6%. |
| 2007 | 1 | 8 | $614,548 | $49,967 | $6,246iApproximate average salary by contribution assumption: employee only about $156,147 at 4% or $104,098 at 6%; with 50% employer match about $104,098 at 4% or $69,399 at 6%; with 100% employer match about $78,073 at 4% or $52,049 at 6%. |
| Welburn Electric Inc. 401K Profit Sharing Plan & Trust | - | 8 | $614,548 | $49,967 | $6,246iApproximate average salary by contribution assumption: employee only about $156,147 at 4% or $104,098 at 6%; with 50% employer match about $104,098 at 4% or $69,399 at 6%; with 100% employer match about $78,073 at 4% or $52,049 at 6%. |
| 2006 | 1 | 8 | $622,661 | $57,017 | $7,127iApproximate average salary by contribution assumption: employee only about $178,178 at 4% or $118,785 at 6%; with 50% employer match about $118,785 at 4% or $79,190 at 6%; with 100% employer match about $89,089 at 4% or $59,393 at 6%. |
| Welburn Electric Inc. 401K Profit Sharing Plan & Trust | - | 8 | $622,661 | $57,017 | $7,127iApproximate average salary by contribution assumption: employee only about $178,178 at 4% or $118,785 at 6%; with 50% employer match about $118,785 at 4% or $79,190 at 6%; with 100% employer match about $89,089 at 4% or $59,393 at 6%. |
| 2005 | 1 | 5 | $514,513 | $48,052 | $9,610iApproximate average salary by contribution assumption: employee only about $240,260 at 4% or $160,173 at 6%; with 50% employer match about $160,173 at 4% or $106,782 at 6%; with 100% employer match about $120,130 at 4% or $80,087 at 6%. |
| Welburn Electric Inc. 401K Profit Sharing Plan & Trust | - | 5 | $514,513 | $48,052 | $9,610iApproximate average salary by contribution assumption: employee only about $240,260 at 4% or $160,173 at 6%; with 50% employer match about $160,173 at 4% or $106,782 at 6%; with 100% employer match about $120,130 at 4% or $80,087 at 6%. |
| 2004 | 1 | 5 | $442,518 | $38,583 | $7,717iApproximate average salary by contribution assumption: employee only about $192,915 at 4% or $128,610 at 6%; with 50% employer match about $128,610 at 4% or $85,740 at 6%; with 100% employer match about $96,458 at 4% or $64,305 at 6%. |
| Welburn Electric Inc. 401K Profit Sharing Plan & Trust | - | 5 | $442,518 | $38,583 | $7,717iApproximate average salary by contribution assumption: employee only about $192,915 at 4% or $128,610 at 6%; with 50% employer match about $128,610 at 4% or $85,740 at 6%; with 100% employer match about $96,458 at 4% or $64,305 at 6%. |
| 2003 | 1 | 5 | $385,690 | $27,314 | $5,463iApproximate average salary by contribution assumption: employee only about $136,570 at 4% or $91,047 at 6%; with 50% employer match about $91,047 at 4% or $60,698 at 6%; with 100% employer match about $68,285 at 4% or $45,523 at 6%. |
| Welburn Electric Inc. 401K Profit Sharing Plan & Trust | - | 5 | $385,690 | $27,314 | $5,463iApproximate average salary by contribution assumption: employee only about $136,570 at 4% or $91,047 at 6%; with 50% employer match about $91,047 at 4% or $60,698 at 6%; with 100% employer match about $68,285 at 4% or $45,523 at 6%. |
| 2002 | 1 | 5 | $308,622 | $18,423 | $3,685iApproximate average salary by contribution assumption: employee only about $92,115 at 4% or $61,410 at 6%; with 50% employer match about $61,410 at 4% or $40,940 at 6%; with 100% employer match about $46,058 at 4% or $30,705 at 6%. |
| Welburn Electric Inc. 401K Profit Sharing Plan & Trust | - | 5 | $308,622 | $18,423 | $3,685iApproximate average salary by contribution assumption: employee only about $92,115 at 4% or $61,410 at 6%; with 50% employer match about $61,410 at 4% or $40,940 at 6%; with 100% employer match about $46,058 at 4% or $30,705 at 6%. |
| 2001 | 2 | 6 | $341,160 | $50,874 | $8,479iApproximate average salary by contribution assumption: employee only about $211,975 at 4% or $141,317 at 6%; with 50% employer match about $141,317 at 4% or $94,211 at 6%; with 100% employer match about $105,988 at 4% or $70,658 at 6%. |
| Welburn Electric Inc. 401K Profit Sharing Plan & Trust | - | 6 | $341,160 | $8,690 | $1,448iApproximate average salary by contribution assumption: employee only about $36,208 at 4% or $24,139 at 6%; with 50% employer match about $24,139 at 4% or $16,093 at 6%; with 100% employer match about $18,104 at 4% or $12,069 at 6%. |
| Welburn Electric Inc. Money Purchase Pension Plan & Trust | - | 0 | - | $42,184 | - |
| 2000 | 2 | 13 | $307,684 | $45,997 | $3,538iApproximate average salary by contribution assumption: employee only about $88,456 at 4% or $58,971 at 6%; with 50% employer match about $58,971 at 4% or $39,314 at 6%; with 100% employer match about $44,228 at 4% or $29,485 at 6%. |
| Welburn Electric Inc. Money Purchase Pension Plan & Trust | - | 11 | $160,506 | $41,208 | $3,746iApproximate average salary by contribution assumption: employee only about $93,655 at 4% or $62,436 at 6%; with 50% employer match about $62,436 at 4% or $41,624 at 6%; with 100% employer match about $46,827 at 4% or $31,218 at 6%. |
| Welburn Electric Inc. 401K Profit Sharing Plan & Trust | - | 13 | $147,178 | $4,789 | $368iApproximate average salary by contribution assumption: employee only about $9,210 at 4% or $6,140 at 6%; with 50% employer match about $6,140 at 4% or $4,093 at 6%; with 100% employer match about $4,605 at 4% or $3,070 at 6%. |
| 1999 | 2 | 9 | $270,012 | $83,149 | $9,239iApproximate average salary by contribution assumption: employee only about $230,969 at 4% or $153,980 at 6%; with 50% employer match about $153,980 at 4% or $102,653 at 6%; with 100% employer match about $115,485 at 4% or $76,990 at 6%. |
| Welburn Electric Inc. 401K Profit Sharing Plan & Trust | - | 9 | $140,736 | $47,083 | $5,231iApproximate average salary by contribution assumption: employee only about $130,786 at 4% or $87,191 at 6%; with 50% employer match about $87,191 at 4% or $58,127 at 6%; with 100% employer match about $65,393 at 4% or $43,595 at 6%. |
| Welburn Electric Inc. Money Purchase Pension Plan & Trust | - | 9 | $129,276 | $36,066 | $4,007iApproximate average salary by contribution assumption: employee only about $100,183 at 4% or $66,789 at 6%; with 50% employer match about $66,789 at 4% or $44,526 at 6%; with 100% employer match about $50,092 at 4% or $33,394 at 6%. |