Civic Intelligence

William Lettis & Associates Inc.

Plan context: Wla Savings & Retirement Plan

EIN 94-3149539 • Walnut Creek, CA • 11 filings • 1 plans

1777 Botelho Drive, Suite 262Walnut Creek, CA 94596
Current Snapshot

Latest Year

2010

2010 Participants

7

2010 Assets

$254,073

2010 Contributions

$2,494

Historical Graphs

Total Assets Over Time

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

$3,817,188$1,908,594$0199920062009YearValue
$254,073Latest year 2009

Participants Over Time

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

64320199920042009YearValue
7Latest year 2009

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
201010$0$0-
Wla Savings & Retirement Plan-0$0$0-
200917$254,073$0-
Wla Savings & Retirement Plan-7$254,073$0-
200810$1,354,951$2,494-
Wla Savings & Retirement Plan-0$1,354,951$2,494-
2007164$3,817,188$863,879$13,498iApproximate average salary by contribution assumption: employee only about $337,453 at 4% or $224,968 at 6%; with 50% employer match about $224,968 at 4% or $149,979 at 6%; with 100% employer match about $168,726 at 4% or $112,484 at 6%.
Wla Savings & Retirement Plan-64$3,817,188$863,879$13,498iApproximate average salary by contribution assumption: employee only about $337,453 at 4% or $224,968 at 6%; with 50% employer match about $224,968 at 4% or $149,979 at 6%; with 100% employer match about $168,726 at 4% or $112,484 at 6%.
2006140$2,690,854$437,690$10,942iApproximate average salary by contribution assumption: employee only about $273,556 at 4% or $182,371 at 6%; with 50% employer match about $182,371 at 4% or $121,581 at 6%; with 100% employer match about $136,778 at 4% or $91,185 at 6%.
Wla Savings & Retirement Plan-40$2,690,854$437,690$10,942iApproximate average salary by contribution assumption: employee only about $273,556 at 4% or $182,371 at 6%; with 50% employer match about $182,371 at 4% or $121,581 at 6%; with 100% employer match about $136,778 at 4% or $91,185 at 6%.
2005126$2,080,204$270,134$10,390iApproximate average salary by contribution assumption: employee only about $259,744 at 4% or $173,163 at 6%; with 50% employer match about $173,163 at 4% or $115,442 at 6%; with 100% employer match about $129,872 at 4% or $86,581 at 6%.
Wla Savings & Retirement Plan-26$2,080,204$270,134$10,390iApproximate average salary by contribution assumption: employee only about $259,744 at 4% or $173,163 at 6%; with 50% employer match about $173,163 at 4% or $115,442 at 6%; with 100% employer match about $129,872 at 4% or $86,581 at 6%.
2004119$1,788,742$212,197$11,168iApproximate average salary by contribution assumption: employee only about $279,207 at 4% or $186,138 at 6%; with 50% employer match about $186,138 at 4% or $124,092 at 6%; with 100% employer match about $139,603 at 4% or $93,069 at 6%.
Wla Savings & Retirement Plan-19$1,788,742$212,197$11,168iApproximate average salary by contribution assumption: employee only about $279,207 at 4% or $186,138 at 6%; with 50% employer match about $186,138 at 4% or $124,092 at 6%; with 100% employer match about $139,603 at 4% or $93,069 at 6%.
2003122$1,562,755$209,284$9,513iApproximate average salary by contribution assumption: employee only about $237,823 at 4% or $158,548 at 6%; with 50% employer match about $158,548 at 4% or $105,699 at 6%; with 100% employer match about $118,911 at 4% or $79,274 at 6%.
Wla Savings & Retirement Plan-22$1,562,755$209,284$9,513iApproximate average salary by contribution assumption: employee only about $237,823 at 4% or $158,548 at 6%; with 50% employer match about $158,548 at 4% or $105,699 at 6%; with 100% employer match about $118,911 at 4% or $79,274 at 6%.
2001123$0$0-
Wla Savings & Retirement Plan-23---
2000119$0$0-
Wla Savings & Retirement Plan-19---
1999117$1,331,265$150,464$8,851iApproximate average salary by contribution assumption: employee only about $221,271 at 4% or $147,514 at 6%; with 50% employer match about $147,514 at 4% or $98,342 at 6%; with 100% employer match about $110,635 at 4% or $73,757 at 6%.
Wla Savings & Retirement Plan-17$1,331,265$150,464$8,851iApproximate average salary by contribution assumption: employee only about $221,271 at 4% or $147,514 at 6%; with 50% employer match about $147,514 at 4% or $98,342 at 6%; with 100% employer match about $110,635 at 4% or $73,757 at 6%.