Wilcoxen & Montgomery
Plan context: Wilcoxen & Montgomery Partnership Profit Sharing Plan
EIN 94-3388701 • Sacramento, CA • 9 filings • 2 plans
Current Snapshot
Latest Year
2009
2009 Participants
25
2009 Assets
$634,747
2009 Contributions
$75,000
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 |
|---|---|---|---|---|---|
| 2009 | 1 | 25 | $634,747 | $75,000 | $3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%. |
| Wilcoxen & Montgomery Partnership Profit Sharing Plan | - | 25 | $634,747 | $75,000 | $3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%. |
| 2008 | 1 | 15 | $454,698 | $193,328 | $12,889iApproximate average salary by contribution assumption: employee only about $322,213 at 4% or $214,809 at 6%; with 50% employer match about $214,809 at 4% or $143,206 at 6%; with 100% employer match about $161,107 at 4% or $107,404 at 6%. |
| Wilcoxen & Montgomery Partnership Profit Sharing Plan | - | 15 | $454,698 | $193,328 | $12,889iApproximate average salary by contribution assumption: employee only about $322,213 at 4% or $214,809 at 6%; with 50% employer match about $214,809 at 4% or $143,206 at 6%; with 100% employer match about $161,107 at 4% or $107,404 at 6%. |
| 2007 | 1 | 14 | $2,642,894 | $100,000 | $7,143iApproximate average salary by contribution assumption: employee only about $178,571 at 4% or $119,048 at 6%; with 50% employer match about $119,048 at 4% or $79,365 at 6%; with 100% employer match about $89,286 at 4% or $59,524 at 6%. |
| Wilcoxen & Montgomery Partnership Profit Sharing Plan | - | 14 | $2,642,894 | $100,000 | $7,143iApproximate average salary by contribution assumption: employee only about $178,571 at 4% or $119,048 at 6%; with 50% employer match about $119,048 at 4% or $79,365 at 6%; with 100% employer match about $89,286 at 4% or $59,524 at 6%. |
| 2006 | 1 | 12 | $2,417,759 | $0 | - |
| Wilcoxen & Montgomery Partnership Profit Sharing Plan | - | 12 | $2,417,759 | - | - |
| 2005 | 1 | 14 | $2,106,173 | $75,620 | $5,401iApproximate average salary by contribution assumption: employee only about $135,036 at 4% or $90,024 at 6%; with 50% employer match about $90,024 at 4% or $60,016 at 6%; with 100% employer match about $67,518 at 4% or $45,012 at 6%. |
| Wilcoxen & Montgomery Partnership Profit Sharing Plan | - | 14 | $2,106,173 | $75,620 | $5,401iApproximate average salary by contribution assumption: employee only about $135,036 at 4% or $90,024 at 6%; with 50% employer match about $90,024 at 4% or $60,016 at 6%; with 100% employer match about $67,518 at 4% or $45,012 at 6%. |
| 2004 | 1 | 13 | $1,847,500 | $75,000 | $5,769iApproximate average salary by contribution assumption: employee only about $144,231 at 4% or $96,154 at 6%; with 50% employer match about $96,154 at 4% or $64,103 at 6%; with 100% employer match about $72,115 at 4% or $48,077 at 6%. |
| Wilcoxen & Montgomery Partnership Profit Sharing Plan | - | 13 | $1,847,500 | $75,000 | $5,769iApproximate average salary by contribution assumption: employee only about $144,231 at 4% or $96,154 at 6%; with 50% employer match about $96,154 at 4% or $64,103 at 6%; with 100% employer match about $72,115 at 4% or $48,077 at 6%. |
| 2003 | 1 | 15 | $1,602,004 | $75,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| Wilcoxen & Montgomery Partnership Profit Sharing Plan | - | 15 | $1,602,004 | $75,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| 2002 | 1 | 10 | $1,210,515 | $70,000 | $7,000iApproximate average salary by contribution assumption: employee only about $175,000 at 4% or $116,667 at 6%; with 50% employer match about $116,667 at 4% or $77,778 at 6%; with 100% employer match about $87,500 at 4% or $58,333 at 6%. |
| Wilcoxen & Montgomery Partnership Profit Sharing Plan | - | 10 | $1,210,515 | $70,000 | $7,000iApproximate average salary by contribution assumption: employee only about $175,000 at 4% or $116,667 at 6%; with 50% employer match about $116,667 at 4% or $77,778 at 6%; with 100% employer match about $87,500 at 4% or $58,333 at 6%. |
| 2001 | 1 | 12 | $0 | $0 | - |
| Wilcoxen & Montgomery Partnership Profit Sharing Plan | - | 12 | - | - | - |