Civic Intelligence

The Welk Group Inc.

Plan context: The Welk Group Inc. Profit Sharing and 401K Plan

EIN 95-1851245 • Escondido, CA • 34 filings • 10 plans

8860 Lawrence Welk DriveEscondido, CA 92026
Current Snapshot

Latest Year

2012

2012 Participants

476

2012 Assets

$15,651,166

2012 Contributions

$1,046,617

Historical Graphs

Total Assets Over Time

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

$15,973,502$7,986,751$0199920062011YearValue
$15,651,166Latest year 2011

Participants Over Time

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

5462730199920052011YearValue
476Latest year 2011

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
201210$0$1,046,617-
The Welk Group Inc. Profit Sharing and 401K Plan-0-$1,046,617-
20112476$15,651,166$1,083,589$2,276iApproximate average salary by contribution assumption: employee only about $56,911 at 4% or $37,941 at 6%; with 50% employer match about $37,941 at 4% or $25,294 at 6%; with 100% employer match about $28,456 at 4% or $18,970 at 6%.
The Welk Group Inc. Profit Sharing and 401K Plan-476$15,493,690$1,046,617$2,199iApproximate average salary by contribution assumption: employee only about $54,969 at 4% or $36,646 at 6%; with 50% employer match about $36,646 at 4% or $24,431 at 6%; with 100% employer match about $27,485 at 4% or $18,323 at 6%.
THE WELK GROUP MISSOURI 401(K) RETIREMENT PLAN-19$157,476$36,972$1,946iApproximate average salary by contribution assumption: employee only about $48,647 at 4% or $32,432 at 6%; with 50% employer match about $32,432 at 4% or $21,621 at 6%; with 100% employer match about $24,324 at 4% or $16,216 at 6%.
20103434$15,973,502$1,431,692$3,299iApproximate average salary by contribution assumption: employee only about $82,471 at 4% or $54,980 at 6%; with 50% employer match about $54,980 at 4% or $36,654 at 6%; with 100% employer match about $41,235 at 4% or $27,490 at 6%.
The Welk Group Inc. Profit Sharing and 401K Plan-399$15,847,859$1,409,182$3,532iApproximate average salary by contribution assumption: employee only about $88,295 at 4% or $58,863 at 6%; with 50% employer match about $58,863 at 4% or $39,242 at 6%; with 100% employer match about $44,147 at 4% or $29,432 at 6%.
THE WELK GROUP MISSOURI 401(K) RETIREMENT PLAN-14$125,643$22,510$1,608iApproximate average salary by contribution assumption: employee only about $40,196 at 4% or $26,798 at 6%; with 50% employer match about $26,798 at 4% or $17,865 at 6%; with 100% employer match about $20,098 at 4% or $13,399 at 6%.
The Welk Group Inc. Health, Dental & Life/Ad&D Plan-434---
20093455$13,797,449$953,999$2,097iApproximate average salary by contribution assumption: employee only about $52,418 at 4% or $34,945 at 6%; with 50% employer match about $34,945 at 4% or $23,297 at 6%; with 100% employer match about $26,209 at 4% or $17,473 at 6%.
The Welk Group Inc. Profit Sharing and 401K Plan-394$13,699,546$934,067$2,371iApproximate average salary by contribution assumption: employee only about $59,268 at 4% or $39,512 at 6%; with 50% employer match about $39,512 at 4% or $26,341 at 6%; with 100% employer match about $29,634 at 4% or $19,756 at 6%.
THE WELK GROUP MISSOURI 401(K) RETIREMENT PLAN-34$97,903$19,932$586iApproximate average salary by contribution assumption: employee only about $14,656 at 4% or $9,771 at 6%; with 50% employer match about $9,771 at 4% or $6,514 at 6%; with 100% employer match about $7,328 at 4% or $4,885 at 6%.
The Welk Group Inc. Health, Dental & Life/Ad&D Plan-455---
20083536$11,404,717$992,982$1,853iApproximate average salary by contribution assumption: employee only about $46,314 at 4% or $30,876 at 6%; with 50% employer match about $30,876 at 4% or $20,584 at 6%; with 100% employer match about $23,157 at 4% or $15,438 at 6%.
The Welk Group Inc. Profit Sharing and 401K Plan-536$11,320,822$982,765$1,834iApproximate average salary by contribution assumption: employee only about $45,838 at 4% or $30,559 at 6%; with 50% employer match about $30,559 at 4% or $20,372 at 6%; with 100% employer match about $22,919 at 4% or $15,279 at 6%.
THE WELK GROUP MISSOURI 401K RETIREMENT PLAN-88$83,895$10,217$116iApproximate average salary by contribution assumption: employee only about $2,903 at 4% or $1,935 at 6%; with 50% employer match about $1,935 at 4% or $1,290 at 6%; with 100% employer match about $1,451 at 4% or $968 at 6%.
The Welk Group Inc. Health, Dental & Life/Ad&D Plan-391---
20073460$15,497,379$1,691,524$3,677iApproximate average salary by contribution assumption: employee only about $91,931 at 4% or $61,287 at 6%; with 50% employer match about $61,287 at 4% or $40,858 at 6%; with 100% employer match about $45,965 at 4% or $30,644 at 6%.
The Welk Group Inc. Profit Sharing and 401K Plan-452$15,497,379$1,691,524$3,742iApproximate average salary by contribution assumption: employee only about $93,558 at 4% or $62,372 at 6%; with 50% employer match about $62,372 at 4% or $41,581 at 6%; with 100% employer match about $46,779 at 4% or $31,186 at 6%.
The Welk Group Inc. Health, Dental & Life/Ad&D Plan-460---
THE WELK GROUP MISSOURI 401K RETIREMENT PLAN-41---
20063546$14,616,503$1,738,823$3,185iApproximate average salary by contribution assumption: employee only about $79,616 at 4% or $53,078 at 6%; with 50% employer match about $53,078 at 4% or $35,385 at 6%; with 100% employer match about $39,808 at 4% or $26,539 at 6%.
The Welk Group Inc. Profit Sharing and 401K Plan-435$14,431,455$1,734,567$3,988iApproximate average salary by contribution assumption: employee only about $99,688 at 4% or $66,459 at 6%; with 50% employer match about $66,459 at 4% or $44,306 at 6%; with 100% employer match about $49,844 at 4% or $33,229 at 6%.
THE WELK GROUP MISSOURI 401K RETIREMENT PLAN-72$185,048$4,256$59iApproximate average salary by contribution assumption: employee only about $1,478 at 4% or $985 at 6%; with 50% employer match about $985 at 4% or $657 at 6%; with 100% employer match about $739 at 4% or $493 at 6%.
The Welk Group Inc. Health, Dental & Life/Ad&D Plan-546---
20053485$12,710,618$1,611,337$3,322iApproximate average salary by contribution assumption: employee only about $83,059 at 4% or $55,372 at 6%; with 50% employer match about $55,372 at 4% or $36,915 at 6%; with 100% employer match about $41,529 at 4% or $27,686 at 6%.
The Welk Group Inc. Profit Sharing and 401K Plan-362$12,528,384$1,609,212$4,445iApproximate average salary by contribution assumption: employee only about $111,133 at 4% or $74,089 at 6%; with 50% employer match about $74,089 at 4% or $49,393 at 6%; with 100% employer match about $55,567 at 4% or $37,044 at 6%.
THE WELK GROUP MISSOURI 401K RETIREMENT PLAN-86$182,234$2,125$25iApproximate average salary by contribution assumption: employee only about $618 at 4% or $412 at 6%; with 50% employer match about $412 at 4% or $275 at 6%; with 100% employer match about $309 at 4% or $206 at 6%.
The Welk Group Inc. Health, Dental & Life/Ad&D Plan-485---
20042354$10,882,022$1,423,565$4,021iApproximate average salary by contribution assumption: employee only about $100,534 at 4% or $67,023 at 6%; with 50% employer match about $67,023 at 4% or $44,682 at 6%; with 100% employer match about $50,267 at 4% or $33,511 at 6%.
The Welk Group Inc. Profit Sharing and 401K Plan-354$10,882,022$1,423,565$4,021iApproximate average salary by contribution assumption: employee only about $100,534 at 4% or $67,023 at 6%; with 50% employer match about $67,023 at 4% or $44,682 at 6%; with 100% employer match about $50,267 at 4% or $33,511 at 6%.
The Welk Group Inc. Health, Dental & Life/Ad&D Plan-345---
20033378$9,399,162$1,131,200$2,993iApproximate average salary by contribution assumption: employee only about $74,815 at 4% or $49,877 at 6%; with 50% employer match about $49,877 at 4% or $33,251 at 6%; with 100% employer match about $37,407 at 4% or $24,938 at 6%.
The Welk Group Inc. Profit Sharing and 401K Plan-378$9,168,021$1,116,988$2,955iApproximate average salary by contribution assumption: employee only about $73,875 at 4% or $49,250 at 6%; with 50% employer match about $49,250 at 4% or $32,833 at 6%; with 100% employer match about $36,937 at 4% or $24,625 at 6%.
THE WELK GROUP MISSOURI 401K RETIREMENT PLAN-50$231,141$14,212$284iApproximate average salary by contribution assumption: employee only about $7,106 at 4% or $4,737 at 6%; with 50% employer match about $4,737 at 4% or $3,158 at 6%; with 100% employer match about $3,553 at 4% or $2,369 at 6%.
The Welk Group Inc. Health, Dental & Life/Ad&D Plan-345---
20023359$7,443,318$1,085,568$3,024iApproximate average salary by contribution assumption: employee only about $75,597 at 4% or $50,398 at 6%; with 50% employer match about $50,398 at 4% or $33,599 at 6%; with 100% employer match about $37,798 at 4% or $25,199 at 6%.
The Welk Group Inc. Profit Sharing and 401K Plan-359$7,027,066$1,029,342$2,867iApproximate average salary by contribution assumption: employee only about $71,681 at 4% or $47,787 at 6%; with 50% employer match about $47,787 at 4% or $31,858 at 6%; with 100% employer match about $35,841 at 4% or $23,894 at 6%.
THE WELK GROUP MISSOURI 401K RETIREMENT PLAN-176$416,252$56,226$319iApproximate average salary by contribution assumption: employee only about $7,987 at 4% or $5,324 at 6%; with 50% employer match about $5,324 at 4% or $3,550 at 6%; with 100% employer match about $3,993 at 4% or $2,662 at 6%.
The Welk Group Inc. Health, Dental & Life/Ad&D Plan-340---
20011316$7,204,254$960,690$3,040iApproximate average salary by contribution assumption: employee only about $76,004 at 4% or $50,669 at 6%; with 50% employer match about $50,669 at 4% or $33,780 at 6%; with 100% employer match about $38,002 at 4% or $25,335 at 6%.
The Welk Group Inc. Profit Sharing and 401K Plan-316$7,204,254$960,690$3,040iApproximate average salary by contribution assumption: employee only about $76,004 at 4% or $50,669 at 6%; with 50% employer match about $50,669 at 4% or $33,780 at 6%; with 100% employer match about $38,002 at 4% or $25,335 at 6%.
20002336$0$0-
The Welk Group Inc. Profit Sharing and 401K Plan-336---
The Welk Group Inc. Health, Dental & Life/Ad&D Plan-314---
19992369$7,142,283$710,489$1,925iApproximate average salary by contribution assumption: employee only about $48,136 at 4% or $32,091 at 6%; with 50% employer match about $32,091 at 4% or $21,394 at 6%; with 100% employer match about $24,068 at 4% or $16,045 at 6%.
The Welk Group Inc. Profit Sharing and 401K Plan-369$7,142,283$710,489$1,925iApproximate average salary by contribution assumption: employee only about $48,136 at 4% or $32,091 at 6%; with 50% employer match about $32,091 at 4% or $21,394 at 6%; with 100% employer match about $24,068 at 4% or $16,045 at 6%.
The Welk Group Inc. Health, Dental & Life/Ad&D Plan-210---