Civic Intelligence

John Wheatman & Associates Inc.

Plan context: John Wheatman & Associates Inc. 401K Plan

EIN 94-2266367 • San Francisco, CA • 21 filings • 3 plans

2500 Steiner St #1San Francisco, CA 94115
Current Snapshot

Latest Year

2009

2009 Participants

10

2009 Assets

$1,235,436

2009 Contributions

$38,327

Historical Graphs

Total Assets Over Time

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

$2,219,587$1,109,794$0199920042008YearValue
$1,235,436Latest year 2008

Participants Over Time

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

1260199920042008YearValue
10Latest year 2008

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
200910$0$38,327-
John Wheatman & Associates Inc. 401K Plan-0$0$38,327-
2008110$1,235,436$101,913$10,191iApproximate average salary by contribution assumption: employee only about $254,782 at 4% or $169,855 at 6%; with 50% employer match about $169,855 at 4% or $113,237 at 6%; with 100% employer match about $127,391 at 4% or $84,928 at 6%.
John Wheatman & Associates Inc. 401K Plan-10$1,235,436$101,913$10,191iApproximate average salary by contribution assumption: employee only about $254,782 at 4% or $169,855 at 6%; with 50% employer match about $169,855 at 4% or $113,237 at 6%; with 100% employer match about $127,391 at 4% or $84,928 at 6%.
2007212$1,501,283$263,588$21,966iApproximate average salary by contribution assumption: employee only about $549,142 at 4% or $366,094 at 6%; with 50% employer match about $366,094 at 4% or $244,063 at 6%; with 100% employer match about $274,571 at 4% or $183,047 at 6%.
John Wheatman & Associates Inc. 401K Plan-12$1,501,283$263,588$21,966iApproximate average salary by contribution assumption: employee only about $549,142 at 4% or $366,094 at 6%; with 50% employer match about $366,094 at 4% or $244,063 at 6%; with 100% employer match about $274,571 at 4% or $183,047 at 6%.
John Wheatman & Associates Inc. Employee Retirement Plan-0---
2006211$1,656,576$135,372$12,307iApproximate average salary by contribution assumption: employee only about $307,664 at 4% or $205,109 at 6%; with 50% employer match about $205,109 at 4% or $136,739 at 6%; with 100% employer match about $153,832 at 4% or $102,555 at 6%.
John Wheatman & Associates Inc. 401K Plan-11$1,182,127$135,372$12,307iApproximate average salary by contribution assumption: employee only about $307,664 at 4% or $205,109 at 6%; with 50% employer match about $205,109 at 4% or $136,739 at 6%; with 100% employer match about $153,832 at 4% or $102,555 at 6%.
John Wheatman & Associates Inc. Employee Retirement Plan-3$474,449--
2005210$1,562,551$125,195$12,520iApproximate average salary by contribution assumption: employee only about $312,988 at 4% or $208,658 at 6%; with 50% employer match about $208,658 at 4% or $139,106 at 6%; with 100% employer match about $156,494 at 4% or $104,329 at 6%.
John Wheatman & Associates Inc. 401K Plan-10$1,055,872$125,195$12,520iApproximate average salary by contribution assumption: employee only about $312,988 at 4% or $208,658 at 6%; with 50% employer match about $208,658 at 4% or $139,106 at 6%; with 100% employer match about $156,494 at 4% or $104,329 at 6%.
John Wheatman & Associates Inc. Employee Retirement Plan-3$506,679--
2004210$1,436,745$119,659$11,966iApproximate average salary by contribution assumption: employee only about $299,148 at 4% or $199,432 at 6%; with 50% employer match about $199,432 at 4% or $132,954 at 6%; with 100% employer match about $149,574 at 4% or $99,716 at 6%.
John Wheatman & Associates Inc. 401K Plan-10$894,913$119,659$11,966iApproximate average salary by contribution assumption: employee only about $299,148 at 4% or $199,432 at 6%; with 50% employer match about $199,432 at 4% or $132,954 at 6%; with 100% employer match about $149,574 at 4% or $99,716 at 6%.
John Wheatman & Associates Inc. Employee Retirement Plan-3$541,832--
200339$2,219,587$179,731$19,970iApproximate average salary by contribution assumption: employee only about $499,253 at 4% or $332,835 at 6%; with 50% employer match about $332,835 at 4% or $221,890 at 6%; with 100% employer match about $249,626 at 4% or $166,418 at 6%.
John Wheatman & Associates Inc. Employee Retirement Plan-5$970,583$73,380$14,676iApproximate average salary by contribution assumption: employee only about $366,900 at 4% or $244,600 at 6%; with 50% employer match about $244,600 at 4% or $163,067 at 6%; with 100% employer match about $183,450 at 4% or $122,300 at 6%.
John Wheatman & Associates Inc. 401K Plan-9$701,085$106,351$11,817iApproximate average salary by contribution assumption: employee only about $295,419 at 4% or $196,946 at 6%; with 50% employer match about $196,946 at 4% or $131,298 at 6%; with 100% employer match about $147,710 at 4% or $98,473 at 6%.
John Wheatman & Associates Inc. Employee Retirement Plan-3$547,919--
2002211$997,271$81,240$7,385iApproximate average salary by contribution assumption: employee only about $184,636 at 4% or $123,091 at 6%; with 50% employer match about $123,091 at 4% or $82,061 at 6%; with 100% employer match about $92,318 at 4% or $61,545 at 6%.
John Wheatman & Associates Inc. Employee Retirement Plan-4$500,400--
John Wheatman & Associates Inc. 401K Plan-11$496,871$81,240$7,385iApproximate average salary by contribution assumption: employee only about $184,636 at 4% or $123,091 at 6%; with 50% employer match about $123,091 at 4% or $82,061 at 6%; with 100% employer match about $92,318 at 4% or $61,545 at 6%.
200128$0$0-
John Wheatman & Associates Inc. 401K Plan-8---
John Wheatman & Associates Inc. Employee Retirement Plan-4---
200028$1,283,682$104,577$13,072iApproximate average salary by contribution assumption: employee only about $326,803 at 4% or $217,869 at 6%; with 50% employer match about $217,869 at 4% or $145,246 at 6%; with 100% employer match about $163,402 at 4% or $108,934 at 6%.
John Wheatman & Associates Inc. Employee Retirement Plan-5$815,115--
John Wheatman & Associates Inc. 401K Plan-8$468,567$104,577$13,072iApproximate average salary by contribution assumption: employee only about $326,803 at 4% or $217,869 at 6%; with 50% employer match about $217,869 at 4% or $145,246 at 6%; with 100% employer match about $163,402 at 4% or $108,934 at 6%.
199928$1,185,825$92,734$11,592iApproximate average salary by contribution assumption: employee only about $289,794 at 4% or $193,196 at 6%; with 50% employer match about $193,196 at 4% or $128,797 at 6%; with 100% employer match about $144,897 at 4% or $96,598 at 6%.
John Wheatman & Associates Inc. Employee Retirement Plan-5$828,211--
John Wheatman & Associates Inc. 401K Plan-8$357,614$92,734$11,592iApproximate average salary by contribution assumption: employee only about $289,794 at 4% or $193,196 at 6%; with 50% employer match about $193,196 at 4% or $128,797 at 6%; with 100% employer match about $144,897 at 4% or $96,598 at 6%.