Civic Intelligence

W.R. Hambrecht & Co. LLC

Plan context: W.R. Hambrecht & Co. LLC Employee Savings 401K Plan

EIN 94-3289837 • San Francisco, CA • 19 filings • 5 plans

Pier 1, Bay 3San Francisco, CA 94111
Current Snapshot

Latest Year

2017

2017 Participants

12

2017 Assets

$3,303,403

2017 Contributions

$51,264

Historical Graphs

Total Assets Over Time

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

$11,848,614$5,924,307$0199920082016YearValue
$3,303,403Latest year 2016

Participants Over Time

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

2371190199920082016YearValue
12Latest year 2016

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
201710$0$51,264-
W.R. Hambrecht & Co. LLC Employee Savings 401K Plan-0-$51,264-
2016112$3,303,403$90,648$7,554iApproximate average salary by contribution assumption: employee only about $188,850 at 4% or $125,900 at 6%; with 50% employer match about $125,900 at 4% or $83,933 at 6%; with 100% employer match about $94,425 at 4% or $62,950 at 6%.
W.R. Hambrecht & Co. LLC Employee Savings 401K Plan-12$3,303,403$90,648$7,554iApproximate average salary by contribution assumption: employee only about $188,850 at 4% or $125,900 at 6%; with 50% employer match about $125,900 at 4% or $83,933 at 6%; with 100% employer match about $94,425 at 4% or $62,950 at 6%.
2015116$3,113,607$115,733$7,233iApproximate average salary by contribution assumption: employee only about $180,833 at 4% or $120,555 at 6%; with 50% employer match about $120,555 at 4% or $80,370 at 6%; with 100% employer match about $90,416 at 4% or $60,278 at 6%.
W.R. Hambrecht & Co. LLC Employee Savings 401K Plan-16$3,113,607$115,733$7,233iApproximate average salary by contribution assumption: employee only about $180,833 at 4% or $120,555 at 6%; with 50% employer match about $120,555 at 4% or $80,370 at 6%; with 100% employer match about $90,416 at 4% or $60,278 at 6%.
2014119$3,550,838$79,174$4,167iApproximate average salary by contribution assumption: employee only about $104,176 at 4% or $69,451 at 6%; with 50% employer match about $69,451 at 4% or $46,301 at 6%; with 100% employer match about $52,088 at 4% or $34,725 at 6%.
W.R. Hambrecht & Co. LLC Employee Savings 401K Plan-19$3,550,838$79,174$4,167iApproximate average salary by contribution assumption: employee only about $104,176 at 4% or $69,451 at 6%; with 50% employer match about $69,451 at 4% or $46,301 at 6%; with 100% employer match about $52,088 at 4% or $34,725 at 6%.
2013115$3,739,786$21,420$1,428iApproximate average salary by contribution assumption: employee only about $35,700 at 4% or $23,800 at 6%; with 50% employer match about $23,800 at 4% or $15,867 at 6%; with 100% employer match about $17,850 at 4% or $11,900 at 6%.
W.R. Hambrecht & Co. LLC Employee Savings 401K Plan-15$3,739,786$21,420$1,428iApproximate average salary by contribution assumption: employee only about $35,700 at 4% or $23,800 at 6%; with 50% employer match about $23,800 at 4% or $15,867 at 6%; with 100% employer match about $17,850 at 4% or $11,900 at 6%.
2012132$5,489,650$187,584$5,862iApproximate average salary by contribution assumption: employee only about $146,550 at 4% or $97,700 at 6%; with 50% employer match about $97,700 at 4% or $65,133 at 6%; with 100% employer match about $73,275 at 4% or $48,850 at 6%.
W.R. Hambrecht & Co. LLC Employee Savings 401K Plan-32$5,489,650$187,584$5,862iApproximate average salary by contribution assumption: employee only about $146,550 at 4% or $97,700 at 6%; with 50% employer match about $97,700 at 4% or $65,133 at 6%; with 100% employer match about $73,275 at 4% or $48,850 at 6%.
2011137$5,498,603$247,370$6,686iApproximate average salary by contribution assumption: employee only about $167,142 at 4% or $111,428 at 6%; with 50% employer match about $111,428 at 4% or $74,285 at 6%; with 100% employer match about $83,571 at 4% or $55,714 at 6%.
W.R. Hambrecht & Co. LLC Employee Savings 401K Plan-37$5,498,603$247,370$6,686iApproximate average salary by contribution assumption: employee only about $167,142 at 4% or $111,428 at 6%; with 50% employer match about $111,428 at 4% or $74,285 at 6%; with 100% employer match about $83,571 at 4% or $55,714 at 6%.
2010141$6,968,112$163,033$3,976iApproximate average salary by contribution assumption: employee only about $99,410 at 4% or $66,274 at 6%; with 50% employer match about $66,274 at 4% or $44,182 at 6%; with 100% employer match about $49,705 at 4% or $33,137 at 6%.
W.R. Hambrecht & Co. LLC Employee Savings 401K Plan-41$6,968,112$163,033$3,976iApproximate average salary by contribution assumption: employee only about $99,410 at 4% or $66,274 at 6%; with 50% employer match about $66,274 at 4% or $44,182 at 6%; with 100% employer match about $49,705 at 4% or $33,137 at 6%.
2009134$7,243,392$217,767$6,405iApproximate average salary by contribution assumption: employee only about $160,123 at 4% or $106,749 at 6%; with 50% employer match about $106,749 at 4% or $71,166 at 6%; with 100% employer match about $80,061 at 4% or $53,374 at 6%.
W.R. Hambrecht & Co. LLC Employee Savings 401K Plan-34$7,243,392$217,767$6,405iApproximate average salary by contribution assumption: employee only about $160,123 at 4% or $106,749 at 6%; with 50% employer match about $106,749 at 4% or $71,166 at 6%; with 100% employer match about $80,061 at 4% or $53,374 at 6%.
2008166$7,247,796$610,636$9,252iApproximate average salary by contribution assumption: employee only about $231,302 at 4% or $154,201 at 6%; with 50% employer match about $154,201 at 4% or $102,801 at 6%; with 100% employer match about $115,651 at 4% or $77,101 at 6%.
W.R. Hambrecht & Co. LLC Employee Savings 401K Plan-66$7,247,796$610,636$9,252iApproximate average salary by contribution assumption: employee only about $231,302 at 4% or $154,201 at 6%; with 50% employer match about $154,201 at 4% or $102,801 at 6%; with 100% employer match about $115,651 at 4% or $77,101 at 6%.
20071113$11,848,614$1,395,700$12,351iApproximate average salary by contribution assumption: employee only about $308,783 at 4% or $205,855 at 6%; with 50% employer match about $205,855 at 4% or $137,237 at 6%; with 100% employer match about $154,392 at 4% or $102,928 at 6%.
W.R. Hambrecht & Co. LLC Employee Savings 401K Plan-113$11,848,614$1,395,700$12,351iApproximate average salary by contribution assumption: employee only about $308,783 at 4% or $205,855 at 6%; with 50% employer match about $205,855 at 4% or $137,237 at 6%; with 100% employer match about $154,392 at 4% or $102,928 at 6%.
20061158$11,445,351$1,367,164$8,653iApproximate average salary by contribution assumption: employee only about $216,323 at 4% or $144,216 at 6%; with 50% employer match about $144,216 at 4% or $96,144 at 6%; with 100% employer match about $108,162 at 4% or $72,108 at 6%.
W.R. Hambrecht & Co. LLC Employee Savings 401K Plan-158$11,445,351$1,367,164$8,653iApproximate average salary by contribution assumption: employee only about $216,323 at 4% or $144,216 at 6%; with 50% employer match about $144,216 at 4% or $96,144 at 6%; with 100% employer match about $108,162 at 4% or $72,108 at 6%.
20051176$9,635,976$1,683,862$9,567iApproximate average salary by contribution assumption: employee only about $239,185 at 4% or $159,457 at 6%; with 50% employer match about $159,457 at 4% or $106,304 at 6%; with 100% employer match about $119,592 at 4% or $79,728 at 6%.
W.R. Hambrecht & Co. LLC Employee Savings 401K Plan-176$9,635,976$1,683,862$9,567iApproximate average salary by contribution assumption: employee only about $239,185 at 4% or $159,457 at 6%; with 50% employer match about $159,457 at 4% or $106,304 at 6%; with 100% employer match about $119,592 at 4% or $79,728 at 6%.
20041174$7,888,065$2,711,473$15,583iApproximate average salary by contribution assumption: employee only about $389,579 at 4% or $259,720 at 6%; with 50% employer match about $259,720 at 4% or $173,146 at 6%; with 100% employer match about $194,790 at 4% or $129,860 at 6%.
W.R. Hambrecht & Co. LLC Employee Savings 401K Plan-174$7,888,065$2,711,473$15,583iApproximate average salary by contribution assumption: employee only about $389,579 at 4% or $259,720 at 6%; with 50% employer match about $259,720 at 4% or $173,146 at 6%; with 100% employer match about $194,790 at 4% or $129,860 at 6%.
20031131$4,861,344$826,967$6,313iApproximate average salary by contribution assumption: employee only about $157,818 at 4% or $105,212 at 6%; with 50% employer match about $105,212 at 4% or $70,141 at 6%; with 100% employer match about $78,909 at 4% or $52,606 at 6%.
W.R. Hambrecht & Co. LLC Employee Savings 401K Plan-131$4,861,344$826,967$6,313iApproximate average salary by contribution assumption: employee only about $157,818 at 4% or $105,212 at 6%; with 50% employer match about $105,212 at 4% or $70,141 at 6%; with 100% employer match about $78,909 at 4% or $52,606 at 6%.
20021119$3,679,685$950,144$7,984iApproximate average salary by contribution assumption: employee only about $199,610 at 4% or $133,073 at 6%; with 50% employer match about $133,073 at 4% or $88,716 at 6%; with 100% employer match about $99,805 at 4% or $66,537 at 6%.
W.R. Hambrecht & Co. LLC Employee Savings 401K Plan-119$3,679,685$950,144$7,984iApproximate average salary by contribution assumption: employee only about $199,610 at 4% or $133,073 at 6%; with 50% employer match about $133,073 at 4% or $88,716 at 6%; with 100% employer match about $99,805 at 4% or $66,537 at 6%.
20011178$3,883,136$1,864,133$10,473iApproximate average salary by contribution assumption: employee only about $261,816 at 4% or $174,544 at 6%; with 50% employer match about $174,544 at 4% or $116,363 at 6%; with 100% employer match about $130,908 at 4% or $87,272 at 6%.
W.R. Hambrecht & Co. LLC Employee Savings 401K Plan-178$3,883,136$1,864,133$10,473iApproximate average salary by contribution assumption: employee only about $261,816 at 4% or $174,544 at 6%; with 50% employer match about $174,544 at 4% or $116,363 at 6%; with 100% employer match about $130,908 at 4% or $87,272 at 6%.
20001237$0$0-
W.R. Hambrecht & Co. LLC Employee Savings 401K Plan-237---
1999197$1,096,003$326,135$3,362iApproximate average salary by contribution assumption: employee only about $84,055 at 4% or $56,037 at 6%; with 50% employer match about $56,037 at 4% or $37,358 at 6%; with 100% employer match about $42,028 at 4% or $28,018 at 6%.
W.R. Hambrecht & Co. LLC Employee Savings 401K Plan-97$1,096,003$326,135$3,362iApproximate average salary by contribution assumption: employee only about $84,055 at 4% or $56,037 at 6%; with 50% employer match about $56,037 at 4% or $37,358 at 6%; with 100% employer match about $42,028 at 4% or $28,018 at 6%.