Civic Intelligence

Weldon Owen Inc.

Plan context: Weldon Owen Inc. 401K Plan

EIN 94-3097435 • Winter Park, FL • 14 filings • 2 plans

460 North Orlando Ave,Suite 200Winter Park, FL 32789
Current Snapshot

Latest Year

2013

2013 Participants

2

2013 Assets

$66,753

2013 Contributions

$16,992

Historical Graphs

Total Assets Over Time

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

$2,270,564$1,135,282$0199920072012YearValue
$66,753Latest year 2012

Participants Over Time

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

61310199920052012YearValue
2Latest year 2012

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
201310$0$0-
Weldon Owen Inc. 401K Plan-0$0--
201212$66,753$0-
Weldon Owen Inc. 401K Plan-2$66,753--
201114$105,459$16,992$4,248iApproximate average salary by contribution assumption: employee only about $106,200 at 4% or $70,800 at 6%; with 50% employer match about $70,800 at 4% or $47,200 at 6%; with 100% employer match about $53,100 at 4% or $35,400 at 6%.
Weldon Owen Inc. 401K Plan-4$105,459$16,992$4,248iApproximate average salary by contribution assumption: employee only about $106,200 at 4% or $70,800 at 6%; with 50% employer match about $70,800 at 4% or $47,200 at 6%; with 100% employer match about $53,100 at 4% or $35,400 at 6%.
2010140$2,270,564$298,758$7,469iApproximate average salary by contribution assumption: employee only about $186,724 at 4% or $124,483 at 6%; with 50% employer match about $124,483 at 4% or $82,988 at 6%; with 100% employer match about $93,362 at 4% or $62,241 at 6%.
Weldon Owen Inc. 401K Plan-40$2,270,564$298,758$7,469iApproximate average salary by contribution assumption: employee only about $186,724 at 4% or $124,483 at 6%; with 50% employer match about $124,483 at 4% or $82,988 at 6%; with 100% employer match about $93,362 at 4% or $62,241 at 6%.
2009145$1,988,509$334,699$7,438iApproximate average salary by contribution assumption: employee only about $185,944 at 4% or $123,963 at 6%; with 50% employer match about $123,963 at 4% or $82,642 at 6%; with 100% employer match about $92,972 at 4% or $61,981 at 6%.
Weldon Owen Inc. 401K Plan-45$1,988,509$334,699$7,438iApproximate average salary by contribution assumption: employee only about $185,944 at 4% or $123,963 at 6%; with 50% employer match about $123,963 at 4% or $82,642 at 6%; with 100% employer match about $92,972 at 4% or $61,981 at 6%.
2008145$1,339,412$317,307$7,051iApproximate average salary by contribution assumption: employee only about $176,282 at 4% or $117,521 at 6%; with 50% employer match about $117,521 at 4% or $78,347 at 6%; with 100% employer match about $88,141 at 4% or $58,761 at 6%.
Weldon Owen Inc. 401K Plan-45$1,339,412$317,307$7,051iApproximate average salary by contribution assumption: employee only about $176,282 at 4% or $117,521 at 6%; with 50% employer match about $117,521 at 4% or $78,347 at 6%; with 100% employer match about $88,141 at 4% or $58,761 at 6%.
2007161$1,796,463$302,648$4,961iApproximate average salary by contribution assumption: employee only about $124,036 at 4% or $82,691 at 6%; with 50% employer match about $82,691 at 4% or $55,127 at 6%; with 100% employer match about $62,018 at 4% or $41,345 at 6%.
Weldon Owen Inc. 401K Plan-61$1,796,463$302,648$4,961iApproximate average salary by contribution assumption: employee only about $124,036 at 4% or $82,691 at 6%; with 50% employer match about $82,691 at 4% or $55,127 at 6%; with 100% employer match about $62,018 at 4% or $41,345 at 6%.
2005139$1,069,941$173,349$4,445iApproximate average salary by contribution assumption: employee only about $111,121 at 4% or $74,081 at 6%; with 50% employer match about $74,081 at 4% or $49,387 at 6%; with 100% employer match about $55,561 at 4% or $37,040 at 6%.
Weldon Owen Inc. 401K Plan-39$1,069,941$173,349$4,445iApproximate average salary by contribution assumption: employee only about $111,121 at 4% or $74,081 at 6%; with 50% employer match about $74,081 at 4% or $49,387 at 6%; with 100% employer match about $55,561 at 4% or $37,040 at 6%.
2004136$1,240,848$306,590$8,516iApproximate average salary by contribution assumption: employee only about $212,910 at 4% or $141,940 at 6%; with 50% employer match about $141,940 at 4% or $94,627 at 6%; with 100% employer match about $106,455 at 4% or $70,970 at 6%.
Weldon Owen Inc. 401K Plan-36$1,240,848$306,590$8,516iApproximate average salary by contribution assumption: employee only about $212,910 at 4% or $141,940 at 6%; with 50% employer match about $141,940 at 4% or $94,627 at 6%; with 100% employer match about $106,455 at 4% or $70,970 at 6%.
2003135$1,005,590$273,325$7,809iApproximate average salary by contribution assumption: employee only about $195,232 at 4% or $130,155 at 6%; with 50% employer match about $130,155 at 4% or $86,770 at 6%; with 100% employer match about $97,616 at 4% or $65,077 at 6%.
Weldon Owen Inc. 401K Plan-35$1,005,590$273,325$7,809iApproximate average salary by contribution assumption: employee only about $195,232 at 4% or $130,155 at 6%; with 50% employer match about $130,155 at 4% or $86,770 at 6%; with 100% employer match about $97,616 at 4% or $65,077 at 6%.
2002130$568,921$235,002$7,833iApproximate average salary by contribution assumption: employee only about $195,835 at 4% or $130,557 at 6%; with 50% employer match about $130,557 at 4% or $87,038 at 6%; with 100% employer match about $97,918 at 4% or $65,278 at 6%.
Weldon Owen Inc. 401K Plan-30$568,921$235,002$7,833iApproximate average salary by contribution assumption: employee only about $195,835 at 4% or $130,557 at 6%; with 50% employer match about $130,557 at 4% or $87,038 at 6%; with 100% employer match about $97,918 at 4% or $65,278 at 6%.
2001129$0$0-
Weldon Owen Inc. 401K Plan-29---
2000127$371,221$148,336$5,494iApproximate average salary by contribution assumption: employee only about $137,348 at 4% or $91,565 at 6%; with 50% employer match about $91,565 at 4% or $61,044 at 6%; with 100% employer match about $68,674 at 4% or $45,783 at 6%.
Weldon Owen Inc. 401K Plan-27$371,221$148,336$5,494iApproximate average salary by contribution assumption: employee only about $137,348 at 4% or $91,565 at 6%; with 50% employer match about $91,565 at 4% or $61,044 at 6%; with 100% employer match about $68,674 at 4% or $45,783 at 6%.
1999119$323,498$119,589$6,294iApproximate average salary by contribution assumption: employee only about $157,354 at 4% or $104,903 at 6%; with 50% employer match about $104,903 at 4% or $69,935 at 6%; with 100% employer match about $78,677 at 4% or $52,451 at 6%.
Weldon Owen Inc. 401K Plan-19$323,498$119,589$6,294iApproximate average salary by contribution assumption: employee only about $157,354 at 4% or $104,903 at 6%; with 50% employer match about $104,903 at 4% or $69,935 at 6%; with 100% employer match about $78,677 at 4% or $52,451 at 6%.