Civic Intelligence

Whitman & Samuelson Insurance Services Inc.

Plan context: Wsi 2007 401(K) Plan

EIN 94-1560032 • Petaluma, CA • 13 filings • 4 plans

1012 Clegg CourtPetaluma, CA 94954
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$1,942,013

2024 Contributions

$255,600

Historical Graphs

Total Assets Over Time

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

$1,942,013$971,007$0200920202024YearValue
$1,942,013Latest year 2024

Participants Over Time

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

630200720192024YearValue
4Latest year 2024

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
202414$1,942,013$255,600$63,900iApproximate average salary by contribution assumption: employee only about $1,597,500 at 4% or $1,065,000 at 6%; with 50% employer match about $1,065,000 at 4% or $710,000 at 6%; with 100% employer match about $798,750 at 4% or $532,500 at 6%.
Wsi 2007 401(K) Plan-4$1,942,013$255,600$63,900iApproximate average salary by contribution assumption: employee only about $1,597,500 at 4% or $1,065,000 at 6%; with 50% employer match about $1,065,000 at 4% or $710,000 at 6%; with 100% employer match about $798,750 at 4% or $532,500 at 6%.
202314$1,544,657$249,300$62,325iApproximate average salary by contribution assumption: employee only about $1,558,125 at 4% or $1,038,750 at 6%; with 50% employer match about $1,038,750 at 4% or $692,500 at 6%; with 100% employer match about $779,063 at 4% or $519,375 at 6%.
Wsi 2007 401(K) Plan-4$1,544,657$249,300$62,325iApproximate average salary by contribution assumption: employee only about $1,558,125 at 4% or $1,038,750 at 6%; with 50% employer match about $1,038,750 at 4% or $692,500 at 6%; with 100% employer match about $779,063 at 4% or $519,375 at 6%.
202214$1,162,590$219,525$54,881iApproximate average salary by contribution assumption: employee only about $1,372,031 at 4% or $914,688 at 6%; with 50% employer match about $914,688 at 4% or $609,792 at 6%; with 100% employer match about $686,016 at 4% or $457,344 at 6%.
Wsi 2007 401(K) Plan-4$1,162,590$219,525$54,881iApproximate average salary by contribution assumption: employee only about $1,372,031 at 4% or $914,688 at 6%; with 50% employer match about $914,688 at 4% or $609,792 at 6%; with 100% employer match about $686,016 at 4% or $457,344 at 6%.
202114$1,058,345$214,075$53,519iApproximate average salary by contribution assumption: employee only about $1,337,969 at 4% or $891,979 at 6%; with 50% employer match about $891,979 at 4% or $594,653 at 6%; with 100% employer match about $668,984 at 4% or $445,990 at 6%.
Wsi 2007 401(K) Plan-4$1,058,345$214,075$53,519iApproximate average salary by contribution assumption: employee only about $1,337,969 at 4% or $891,979 at 6%; with 50% employer match about $891,979 at 4% or $594,653 at 6%; with 100% employer match about $668,984 at 4% or $445,990 at 6%.
202013$761,879$175,038$58,346iApproximate average salary by contribution assumption: employee only about $1,458,650 at 4% or $972,433 at 6%; with 50% employer match about $972,433 at 4% or $648,289 at 6%; with 100% employer match about $729,325 at 4% or $486,217 at 6%.
Wsi 2007 401(K) Plan-3$761,879$175,038$58,346iApproximate average salary by contribution assumption: employee only about $1,458,650 at 4% or $972,433 at 6%; with 50% employer match about $972,433 at 4% or $648,289 at 6%; with 100% employer match about $729,325 at 4% or $486,217 at 6%.
201915$528,519$170,400$34,080iApproximate average salary by contribution assumption: employee only about $852,000 at 4% or $568,000 at 6%; with 50% employer match about $568,000 at 4% or $378,667 at 6%; with 100% employer match about $426,000 at 4% or $284,000 at 6%.
Wsi 2007 401(K) Plan-5$528,519$170,400$34,080iApproximate average salary by contribution assumption: employee only about $852,000 at 4% or $568,000 at 6%; with 50% employer match about $568,000 at 4% or $378,667 at 6%; with 100% employer match about $426,000 at 4% or $284,000 at 6%.
201815$299,818$97,756$19,551iApproximate average salary by contribution assumption: employee only about $488,780 at 4% or $325,853 at 6%; with 50% employer match about $325,853 at 4% or $217,236 at 6%; with 100% employer match about $244,390 at 4% or $162,927 at 6%.
Wsi 2007 401(K) Plan-5$299,818$97,756$19,551iApproximate average salary by contribution assumption: employee only about $488,780 at 4% or $325,853 at 6%; with 50% employer match about $325,853 at 4% or $217,236 at 6%; with 100% employer match about $244,390 at 4% or $162,927 at 6%.
201715$226,792$127,594$25,519iApproximate average salary by contribution assumption: employee only about $637,970 at 4% or $425,313 at 6%; with 50% employer match about $425,313 at 4% or $283,542 at 6%; with 100% employer match about $318,985 at 4% or $212,657 at 6%.
Wsi 2007 401(K) Plan-5$226,792$127,594$25,519iApproximate average salary by contribution assumption: employee only about $637,970 at 4% or $425,313 at 6%; with 50% employer match about $425,313 at 4% or $283,542 at 6%; with 100% employer match about $318,985 at 4% or $212,657 at 6%.
201615$99,000$99,000$19,800iApproximate average salary by contribution assumption: employee only about $495,000 at 4% or $330,000 at 6%; with 50% employer match about $330,000 at 4% or $220,000 at 6%; with 100% employer match about $247,500 at 4% or $165,000 at 6%.
Wsi 2007 401(K) Plan-5$99,000$99,000$19,800iApproximate average salary by contribution assumption: employee only about $495,000 at 4% or $330,000 at 6%; with 50% employer match about $330,000 at 4% or $220,000 at 6%; with 100% employer match about $247,500 at 4% or $165,000 at 6%.
201010$0$0-
Wsi 2007 401(K) Plan-0---
200910$136,903$10,015-
Wsi 2007 401(K) Plan-0$136,903$10,015-
200814$0$0-
Wsi 2007 401(K) Plan-4---
200716$0$0-
Wsi 2007 401(K) Plan-6---