Lloyd a. Wise Inc.
Plan context: Lloyd a. Wise 401K Plan
EIN 94-2345117 • Oakland, CA • 13 filings • 3 plans
Current Snapshot
Latest Year
2011
2011 Participants
2
2011 Assets
$30,673
2011 Contributions
$8,271
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 |
|---|---|---|---|---|---|
| 2011 | 1 | 0 | $0 | $0 | - |
| Lloyd a. Wise 401K Plan | - | 0 | $0 | $0 | - |
| 2010 | 1 | 2 | $30,673 | $0 | - |
| Lloyd a. Wise 401K Plan | - | 2 | $30,673 | $0 | - |
| 2009 | 1 | 8 | $218,280 | $8,271 | $1,034iApproximate average salary by contribution assumption: employee only about $25,847 at 4% or $17,231 at 6%; with 50% employer match about $17,231 at 4% or $11,488 at 6%; with 100% employer match about $12,923 at 4% or $8,616 at 6%. |
| Lloyd a. Wise 401K Plan | - | 8 | $218,280 | $8,271 | $1,034iApproximate average salary by contribution assumption: employee only about $25,847 at 4% or $17,231 at 6%; with 50% employer match about $17,231 at 4% or $11,488 at 6%; with 100% employer match about $12,923 at 4% or $8,616 at 6%. |
| 2008 | 1 | 6 | $434,166 | $23,455 | $3,909iApproximate average salary by contribution assumption: employee only about $97,729 at 4% or $65,153 at 6%; with 50% employer match about $65,153 at 4% or $43,435 at 6%; with 100% employer match about $48,865 at 4% or $32,576 at 6%. |
| Lloyd a. Wise 401K Plan | - | 6 | $434,166 | $23,455 | $3,909iApproximate average salary by contribution assumption: employee only about $97,729 at 4% or $65,153 at 6%; with 50% employer match about $65,153 at 4% or $43,435 at 6%; with 100% employer match about $48,865 at 4% or $32,576 at 6%. |
| 2007 | 1 | 6 | $415,065 | $24,543 | $4,091iApproximate average salary by contribution assumption: employee only about $102,263 at 4% or $68,175 at 6%; with 50% employer match about $68,175 at 4% or $45,450 at 6%; with 100% employer match about $51,131 at 4% or $34,088 at 6%. |
| Lloyd a. Wise 401K Plan | - | 6 | $415,065 | $24,543 | $4,091iApproximate average salary by contribution assumption: employee only about $102,263 at 4% or $68,175 at 6%; with 50% employer match about $68,175 at 4% or $45,450 at 6%; with 100% employer match about $51,131 at 4% or $34,088 at 6%. |
| 2006 | 1 | 7 | $410,407 | $23,940 | $3,420iApproximate average salary by contribution assumption: employee only about $85,500 at 4% or $57,000 at 6%; with 50% employer match about $57,000 at 4% or $38,000 at 6%; with 100% employer match about $42,750 at 4% or $28,500 at 6%. |
| Lloyd a. Wise 401K Plan | - | 7 | $410,407 | $23,940 | $3,420iApproximate average salary by contribution assumption: employee only about $85,500 at 4% or $57,000 at 6%; with 50% employer match about $57,000 at 4% or $38,000 at 6%; with 100% employer match about $42,750 at 4% or $28,500 at 6%. |
| 2005 | 1 | 6 | $365,873 | $22,274 | $3,712iApproximate average salary by contribution assumption: employee only about $92,808 at 4% or $61,872 at 6%; with 50% employer match about $61,872 at 4% or $41,248 at 6%; with 100% employer match about $46,404 at 4% or $30,936 at 6%. |
| Lloyd a. Wise 401K Plan | - | 6 | $365,873 | $22,274 | $3,712iApproximate average salary by contribution assumption: employee only about $92,808 at 4% or $61,872 at 6%; with 50% employer match about $61,872 at 4% or $41,248 at 6%; with 100% employer match about $46,404 at 4% or $30,936 at 6%. |
| 2004 | 1 | 6 | $329,720 | $18,949 | $3,158iApproximate average salary by contribution assumption: employee only about $78,954 at 4% or $52,636 at 6%; with 50% employer match about $52,636 at 4% or $35,091 at 6%; with 100% employer match about $39,477 at 4% or $26,318 at 6%. |
| Lloyd a. Wise 401K Plan | - | 6 | $329,720 | $18,949 | $3,158iApproximate average salary by contribution assumption: employee only about $78,954 at 4% or $52,636 at 6%; with 50% employer match about $52,636 at 4% or $35,091 at 6%; with 100% employer match about $39,477 at 4% or $26,318 at 6%. |
| 2003 | 1 | 13 | $301,368 | $27,327 | $2,102iApproximate average salary by contribution assumption: employee only about $52,552 at 4% or $35,035 at 6%; with 50% employer match about $35,035 at 4% or $23,356 at 6%; with 100% employer match about $26,276 at 4% or $17,517 at 6%. |
| Lloyd a. Wise 401K Plan | - | 13 | $301,368 | $27,327 | $2,102iApproximate average salary by contribution assumption: employee only about $52,552 at 4% or $35,035 at 6%; with 50% employer match about $35,035 at 4% or $23,356 at 6%; with 100% employer match about $26,276 at 4% or $17,517 at 6%. |
| 2002 | 1 | 15 | $267,375 | $44,732 | $2,982iApproximate average salary by contribution assumption: employee only about $74,553 at 4% or $49,702 at 6%; with 50% employer match about $49,702 at 4% or $33,135 at 6%; with 100% employer match about $37,277 at 4% or $24,851 at 6%. |
| Lloyd a. Wise 401K Plan | - | 15 | $267,375 | $44,732 | $2,982iApproximate average salary by contribution assumption: employee only about $74,553 at 4% or $49,702 at 6%; with 50% employer match about $49,702 at 4% or $33,135 at 6%; with 100% employer match about $37,277 at 4% or $24,851 at 6%. |
| 2001 | 1 | 15 | $0 | $0 | - |
| Lloyd a. Wise 401K Plan | - | 15 | - | - | - |
| 2000 | 1 | 35 | $281,703 | $111,776 | $3,194iApproximate average salary by contribution assumption: employee only about $79,840 at 4% or $53,227 at 6%; with 50% employer match about $53,227 at 4% or $35,484 at 6%; with 100% employer match about $39,920 at 4% or $26,613 at 6%. |
| Lloyd a. Wise 401K Plan | - | 35 | $281,703 | $111,776 | $3,194iApproximate average salary by contribution assumption: employee only about $79,840 at 4% or $53,227 at 6%; with 50% employer match about $53,227 at 4% or $35,484 at 6%; with 100% employer match about $39,920 at 4% or $26,613 at 6%. |
| 1999 | 1 | 42 | $230,961 | $79,954 | $1,904iApproximate average salary by contribution assumption: employee only about $47,592 at 4% or $31,728 at 6%; with 50% employer match about $31,728 at 4% or $21,152 at 6%; with 100% employer match about $23,796 at 4% or $15,864 at 6%. |
| Lloyd a. Wise 401K Plan | - | 42 | $230,961 | $79,954 | $1,904iApproximate average salary by contribution assumption: employee only about $47,592 at 4% or $31,728 at 6%; with 50% employer match about $31,728 at 4% or $21,152 at 6%; with 100% employer match about $23,796 at 4% or $15,864 at 6%. |