Civic Intelligence

Wallerstein, Bohannon, Cohen & Huff

Plan context: Wallerstein, Bohannon, Cohen & Hufford Inc. Flexplus Retirement Savings Plan

EIN 94-2463139 • San Francisco, CA • 17 filings • 6 plans

3838 California Street, Suite 707San Francisco, CA 94118
Current Snapshot

Latest Year

2014

2014 Participants

29

2014 Assets

$292,032

2014 Contributions

$50,673

Historical Graphs

Total Assets Over Time

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

$1,102,168$551,084$0199920102013YearValue
$292,032Latest year 2013

Participants Over Time

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

40200199920062013YearValue
29Latest year 2013

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
201410$0$0-
Wallerstein, Bohannon, Cohen & Hufford Inc. Flexplus Retirement Savings Plan-0$0--
2013129$292,032$50,673$1,747iApproximate average salary by contribution assumption: employee only about $43,684 at 4% or $29,122 at 6%; with 50% employer match about $29,122 at 4% or $19,415 at 6%; with 100% employer match about $21,842 at 4% or $14,561 at 6%.
Wallerstein, Bohannon, Cohen & Hufford Inc. Flexplus Retirement Savings Plan-29$292,032$50,673$1,747iApproximate average salary by contribution assumption: employee only about $43,684 at 4% or $29,122 at 6%; with 50% employer match about $29,122 at 4% or $19,415 at 6%; with 100% employer match about $21,842 at 4% or $14,561 at 6%.
2012139$811,907$13,612$349iApproximate average salary by contribution assumption: employee only about $8,726 at 4% or $5,817 at 6%; with 50% employer match about $5,817 at 4% or $3,878 at 6%; with 100% employer match about $4,363 at 4% or $2,909 at 6%.
Wallerstein, Bohannon, Cohen & Hufford Inc. Flexplus Retirement Savings Plan-39$811,907$13,612$349iApproximate average salary by contribution assumption: employee only about $8,726 at 4% or $5,817 at 6%; with 50% employer match about $5,817 at 4% or $3,878 at 6%; with 100% employer match about $4,363 at 4% or $2,909 at 6%.
2011140$849,868$52,447$1,311iApproximate average salary by contribution assumption: employee only about $32,779 at 4% or $21,853 at 6%; with 50% employer match about $21,853 at 4% or $14,569 at 6%; with 100% employer match about $16,390 at 4% or $10,926 at 6%.
Wallerstein, Bohannon, Cohen & Hufford Inc. Flexplus Retirement Savings Plan-40$849,868$52,447$1,311iApproximate average salary by contribution assumption: employee only about $32,779 at 4% or $21,853 at 6%; with 50% employer match about $21,853 at 4% or $14,569 at 6%; with 100% employer match about $16,390 at 4% or $10,926 at 6%.
2010134$1,102,168$66,676$1,961iApproximate average salary by contribution assumption: employee only about $49,026 at 4% or $32,684 at 6%; with 50% employer match about $32,684 at 4% or $21,790 at 6%; with 100% employer match about $24,513 at 4% or $16,342 at 6%.
Wallerstein, Bohannon, Cohen & Hufford Inc. Flexplus Retirement Savings Plan-34$1,102,168$66,676$1,961iApproximate average salary by contribution assumption: employee only about $49,026 at 4% or $32,684 at 6%; with 50% employer match about $32,684 at 4% or $21,790 at 6%; with 100% employer match about $24,513 at 4% or $16,342 at 6%.
2009129$890,435$89,331$3,080iApproximate average salary by contribution assumption: employee only about $77,009 at 4% or $51,340 at 6%; with 50% employer match about $51,340 at 4% or $34,226 at 6%; with 100% employer match about $38,505 at 4% or $25,670 at 6%.
Wallerstein, Bohannon, Cohen & Hufford Inc. Flexplus Retirement Savings Plan-29$890,435$89,331$3,080iApproximate average salary by contribution assumption: employee only about $77,009 at 4% or $51,340 at 6%; with 50% employer match about $51,340 at 4% or $34,226 at 6%; with 100% employer match about $38,505 at 4% or $25,670 at 6%.
2008115$0$0-
Wallerstein, Bohannon, Cohen & Hufford Inc. Flexplus Retirement Savings Plan-15---
2007114$0$0-
Wallerstein, Bohannon, Cohen & Hufford Inc. Flexplus Retirement Savings Plan-14---
2006116$755,953$89,904$5,619iApproximate average salary by contribution assumption: employee only about $140,475 at 4% or $93,650 at 6%; with 50% employer match about $93,650 at 4% or $62,433 at 6%; with 100% employer match about $70,238 at 4% or $46,825 at 6%.
Wallerstein, Bohannon, Cohen & Hufford Inc. Flexplus Retirement Savings Plan-16$755,953$89,904$5,619iApproximate average salary by contribution assumption: employee only about $140,475 at 4% or $93,650 at 6%; with 50% employer match about $93,650 at 4% or $62,433 at 6%; with 100% employer match about $70,238 at 4% or $46,825 at 6%.
2005115$0$0-
Wallerstein, Bohannon, Cohen & Hufford Inc. Flexplus Retirement Savings Plan-15---
2004115$471,379$92,173$6,145iApproximate average salary by contribution assumption: employee only about $153,622 at 4% or $102,414 at 6%; with 50% employer match about $102,414 at 4% or $68,276 at 6%; with 100% employer match about $76,811 at 4% or $51,207 at 6%.
Wallerstein, Bohannon, Cohen & Hufford Inc. Flexplus Retirement Savings Plan-15$471,379$92,173$6,145iApproximate average salary by contribution assumption: employee only about $153,622 at 4% or $102,414 at 6%; with 50% employer match about $102,414 at 4% or $68,276 at 6%; with 100% employer match about $76,811 at 4% or $51,207 at 6%.
2003114$0$0-
Wallerstein, Bohannon, Cohen & Hufford Inc. Flexplus Retirement Savings Plan-14---
2002110$0$0-
Wallerstein, Bohannon, Cohen & Hufford Inc. Flexplus Retirement Savings Plan-10---
200126$0$0-
Wallerstein, Bohannon, Cohen & Hufford Inc. Flexplus Retirement Savings Plan-6---
125 CAFETERIA PLAN-2---
200019$0$0-
Wallerstein, Bohannon, Cohen & Hufford Inc. Flexplus Retirement Savings Plan-9---
1999111$466,189$56,510$5,137iApproximate average salary by contribution assumption: employee only about $128,432 at 4% or $85,621 at 6%; with 50% employer match about $85,621 at 4% or $57,081 at 6%; with 100% employer match about $64,216 at 4% or $42,811 at 6%.
Wallerstein, Bohannon, Cohen & Hufford Inc. Flexplus Retirement Savings Plan-11$466,189$56,510$5,137iApproximate average salary by contribution assumption: employee only about $128,432 at 4% or $85,621 at 6%; with 50% employer match about $85,621 at 4% or $57,081 at 6%; with 100% employer match about $64,216 at 4% or $42,811 at 6%.