Wroolie & Co Inc.
Plan context: Wroolie & Co Inc. Employees Savings Trust
EIN 94-3097265 • San Francisco, CA • 15 filings • 2 plans
Current Snapshot
Latest Year
2014
2014 Participants
5
2014 Assets
$298,653
2014 Contributions
$1,050
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 |
|---|---|---|---|---|---|
| 2014 | 1 | 0 | $0 | $1,050 | - |
| Wroolie & Co Inc. Employees Savings Trust | - | 0 | $0 | $1,050 | - |
| 2013 | 1 | 5 | $298,653 | $13,254 | $2,651iApproximate average salary by contribution assumption: employee only about $66,270 at 4% or $44,180 at 6%; with 50% employer match about $44,180 at 4% or $29,453 at 6%; with 100% employer match about $33,135 at 4% or $22,090 at 6%. |
| Wroolie & Co Inc. Employees Savings Trust | - | 5 | $298,653 | $13,254 | $2,651iApproximate average salary by contribution assumption: employee only about $66,270 at 4% or $44,180 at 6%; with 50% employer match about $44,180 at 4% or $29,453 at 6%; with 100% employer match about $33,135 at 4% or $22,090 at 6%. |
| 2012 | 1 | 6 | $352,333 | $8,629 | $1,438iApproximate average salary by contribution assumption: employee only about $35,954 at 4% or $23,969 at 6%; with 50% employer match about $23,969 at 4% or $15,980 at 6%; with 100% employer match about $17,977 at 4% or $11,985 at 6%. |
| Wroolie & Co Inc. Employees Savings Trust | - | 6 | $352,333 | $8,629 | $1,438iApproximate average salary by contribution assumption: employee only about $35,954 at 4% or $23,969 at 6%; with 50% employer match about $23,969 at 4% or $15,980 at 6%; with 100% employer match about $17,977 at 4% or $11,985 at 6%. |
| 2011 | 1 | 6 | $314,179 | $7,426 | $1,238iApproximate average salary by contribution assumption: employee only about $30,942 at 4% or $20,628 at 6%; with 50% employer match about $20,628 at 4% or $13,752 at 6%; with 100% employer match about $15,471 at 4% or $10,314 at 6%. |
| Wroolie & Co Inc. Employees Savings Trust | - | 6 | $314,179 | $7,426 | $1,238iApproximate average salary by contribution assumption: employee only about $30,942 at 4% or $20,628 at 6%; with 50% employer match about $20,628 at 4% or $13,752 at 6%; with 100% employer match about $15,471 at 4% or $10,314 at 6%. |
| 2010 | 1 | 7 | $312,070 | $5,452 | $779iApproximate average salary by contribution assumption: employee only about $19,471 at 4% or $12,981 at 6%; with 50% employer match about $12,981 at 4% or $8,654 at 6%; with 100% employer match about $9,736 at 4% or $6,490 at 6%. |
| Wroolie & Co Inc. Employees Savings Trust | - | 7 | $312,070 | $5,452 | $779iApproximate average salary by contribution assumption: employee only about $19,471 at 4% or $12,981 at 6%; with 50% employer match about $12,981 at 4% or $8,654 at 6%; with 100% employer match about $9,736 at 4% or $6,490 at 6%. |
| 2009 | 1 | 8 | $266,858 | $10,055 | $1,257iApproximate average salary by contribution assumption: employee only about $31,422 at 4% or $20,948 at 6%; with 50% employer match about $20,948 at 4% or $13,965 at 6%; with 100% employer match about $15,711 at 4% or $10,474 at 6%. |
| Wroolie & Co Inc. Employees Savings Trust | - | 8 | $266,858 | $10,055 | $1,257iApproximate average salary by contribution assumption: employee only about $31,422 at 4% or $20,948 at 6%; with 50% employer match about $20,948 at 4% or $13,965 at 6%; with 100% employer match about $15,711 at 4% or $10,474 at 6%. |
| 2008 | 1 | 6 | $271,220 | $11,694 | $1,949iApproximate average salary by contribution assumption: employee only about $48,725 at 4% or $32,483 at 6%; with 50% employer match about $32,483 at 4% or $21,656 at 6%; with 100% employer match about $24,363 at 4% or $16,242 at 6%. |
| Wroolie & Co Inc. Employees Savings Trust | - | 6 | $271,220 | $11,694 | $1,949iApproximate average salary by contribution assumption: employee only about $48,725 at 4% or $32,483 at 6%; with 50% employer match about $32,483 at 4% or $21,656 at 6%; with 100% employer match about $24,363 at 4% or $16,242 at 6%. |
| 2007 | 1 | 8 | $0 | $0 | - |
| Wroolie & Co Inc. Employees Savings Trust | - | 8 | - | - | - |
| 2005 | 1 | 10 | $433,834 | $53,717 | $5,372iApproximate average salary by contribution assumption: employee only about $134,293 at 4% or $89,528 at 6%; with 50% employer match about $89,528 at 4% or $59,686 at 6%; with 100% employer match about $67,146 at 4% or $44,764 at 6%. |
| Wroolie & Co Inc. Employees Savings Trust | - | 10 | $433,834 | $53,717 | $5,372iApproximate average salary by contribution assumption: employee only about $134,293 at 4% or $89,528 at 6%; with 50% employer match about $89,528 at 4% or $59,686 at 6%; with 100% employer match about $67,146 at 4% or $44,764 at 6%. |
| 2004 | 1 | 10 | $344,103 | $42,847 | $4,285iApproximate average salary by contribution assumption: employee only about $107,118 at 4% or $71,412 at 6%; with 50% employer match about $71,412 at 4% or $47,608 at 6%; with 100% employer match about $53,559 at 4% or $35,706 at 6%. |
| Wroolie & Co Inc. Employees Savings Trust | - | 10 | $344,103 | $42,847 | $4,285iApproximate average salary by contribution assumption: employee only about $107,118 at 4% or $71,412 at 6%; with 50% employer match about $71,412 at 4% or $47,608 at 6%; with 100% employer match about $53,559 at 4% or $35,706 at 6%. |
| 2003 | 1 | 9 | $0 | $0 | - |
| Wroolie & Co Inc. Employees Savings Trust | - | 9 | - | - | - |
| 2002 | 1 | 10 | $236,813 | $37,850 | $3,785iApproximate average salary by contribution assumption: employee only about $94,625 at 4% or $63,083 at 6%; with 50% employer match about $63,083 at 4% or $42,056 at 6%; with 100% employer match about $47,313 at 4% or $31,542 at 6%. |
| Wroolie & Co Inc. Employees Savings Trust | - | 10 | $236,813 | $37,850 | $3,785iApproximate average salary by contribution assumption: employee only about $94,625 at 4% or $63,083 at 6%; with 50% employer match about $63,083 at 4% or $42,056 at 6%; with 100% employer match about $47,313 at 4% or $31,542 at 6%. |
| 2001 | 1 | 10 | $0 | $0 | - |
| Wroolie & Co Inc. Employees Savings Trust | - | 10 | - | - | - |
| 2000 | 1 | 11 | $0 | $0 | - |
| Wroolie & Co Inc. Employees Savings Trust | - | 11 | - | - | - |
| 1999 | 1 | 9 | $141,038 | $50,625 | $5,625iApproximate average salary by contribution assumption: employee only about $140,625 at 4% or $93,750 at 6%; with 50% employer match about $93,750 at 4% or $62,500 at 6%; with 100% employer match about $70,313 at 4% or $46,875 at 6%. |
| Wroolie & Co Inc. Employees Savings Trust | - | 9 | $141,038 | $50,625 | $5,625iApproximate average salary by contribution assumption: employee only about $140,625 at 4% or $93,750 at 6%; with 50% employer match about $93,750 at 4% or $62,500 at 6%; with 100% employer match about $70,313 at 4% or $46,875 at 6%. |