Wimmer, Yamada & Caughey
Plan context: Wimmer, Yamada & Caughey Profit Sharing 401K Plan
EIN 95-2278948 • Encintas, CA • 23 filings • 2 plans
Current Snapshot
Latest Year
2021
2021 Participants
2
2021 Assets
$1,506,059
2021 Contributions
$11,000
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 |
|---|---|---|---|---|---|
| 2021 | 1 | 2 | $1,506,059 | $11,000 | $5,500iApproximate average salary by contribution assumption: employee only about $137,500 at 4% or $91,667 at 6%; with 50% employer match about $91,667 at 4% or $61,111 at 6%; with 100% employer match about $68,750 at 4% or $45,833 at 6%. |
| Wimmer, Yamada & Caughey Profit Sharing 401K Plan | - | 2 | $1,506,059 | $11,000 | $5,500iApproximate average salary by contribution assumption: employee only about $137,500 at 4% or $91,667 at 6%; with 50% employer match about $91,667 at 4% or $61,111 at 6%; with 100% employer match about $68,750 at 4% or $45,833 at 6%. |
| 2020 | 1 | 2 | $1,375,138 | $19,100 | $9,550iApproximate average salary by contribution assumption: employee only about $238,750 at 4% or $159,167 at 6%; with 50% employer match about $159,167 at 4% or $106,111 at 6%; with 100% employer match about $119,375 at 4% or $79,583 at 6%. |
| Wimmer, Yamada & Caughey Profit Sharing 401K Plan | - | 2 | $1,375,138 | $19,100 | $9,550iApproximate average salary by contribution assumption: employee only about $238,750 at 4% or $159,167 at 6%; with 50% employer match about $159,167 at 4% or $106,111 at 6%; with 100% employer match about $119,375 at 4% or $79,583 at 6%. |
| 2019 | 1 | 8 | $1,758,983 | $48,525 | $6,066iApproximate average salary by contribution assumption: employee only about $151,641 at 4% or $101,094 at 6%; with 50% employer match about $101,094 at 4% or $67,396 at 6%; with 100% employer match about $75,820 at 4% or $50,547 at 6%. |
| Wimmer, Yamada & Caughey Profit Sharing 401K Plan | - | 8 | $1,758,983 | $48,525 | $6,066iApproximate average salary by contribution assumption: employee only about $151,641 at 4% or $101,094 at 6%; with 50% employer match about $101,094 at 4% or $67,396 at 6%; with 100% employer match about $75,820 at 4% or $50,547 at 6%. |
| 2018 | 1 | 11 | $1,586,657 | $153,949 | $13,995iApproximate average salary by contribution assumption: employee only about $349,884 at 4% or $233,256 at 6%; with 50% employer match about $233,256 at 4% or $155,504 at 6%; with 100% employer match about $174,942 at 4% or $116,628 at 6%. |
| Wimmer, Yamada & Caughey Profit Sharing 401K Plan | - | 11 | $1,586,657 | $153,949 | $13,995iApproximate average salary by contribution assumption: employee only about $349,884 at 4% or $233,256 at 6%; with 50% employer match about $233,256 at 4% or $155,504 at 6%; with 100% employer match about $174,942 at 4% or $116,628 at 6%. |
| 2017 | 1 | 12 | $1,629,975 | $91,925 | $7,660iApproximate average salary by contribution assumption: employee only about $191,510 at 4% or $127,674 at 6%; with 50% employer match about $127,674 at 4% or $85,116 at 6%; with 100% employer match about $95,755 at 4% or $63,837 at 6%. |
| Wimmer, Yamada & Caughey Profit Sharing 401K Plan | - | 12 | $1,629,975 | $91,925 | $7,660iApproximate average salary by contribution assumption: employee only about $191,510 at 4% or $127,674 at 6%; with 50% employer match about $127,674 at 4% or $85,116 at 6%; with 100% employer match about $95,755 at 4% or $63,837 at 6%. |
| 2016 | 1 | 12 | $1,661,009 | $99,029 | $8,252iApproximate average salary by contribution assumption: employee only about $206,310 at 4% or $137,540 at 6%; with 50% employer match about $137,540 at 4% or $91,694 at 6%; with 100% employer match about $103,155 at 4% or $68,770 at 6%. |
| Wimmer, Yamada & Caughey Profit Sharing 401K Plan | - | 12 | $1,661,009 | $99,029 | $8,252iApproximate average salary by contribution assumption: employee only about $206,310 at 4% or $137,540 at 6%; with 50% employer match about $137,540 at 4% or $91,694 at 6%; with 100% employer match about $103,155 at 4% or $68,770 at 6%. |
| 2015 | 1 | 12 | $1,491,759 | $108,593 | $9,049iApproximate average salary by contribution assumption: employee only about $226,235 at 4% or $150,824 at 6%; with 50% employer match about $150,824 at 4% or $100,549 at 6%; with 100% employer match about $113,118 at 4% or $75,412 at 6%. |
| Wimmer, Yamada & Caughey Profit Sharing 401K Plan | - | 12 | $1,491,759 | $108,593 | $9,049iApproximate average salary by contribution assumption: employee only about $226,235 at 4% or $150,824 at 6%; with 50% employer match about $150,824 at 4% or $100,549 at 6%; with 100% employer match about $113,118 at 4% or $75,412 at 6%. |
| 2014 | 1 | 11 | $1,453,238 | $119,588 | $10,872iApproximate average salary by contribution assumption: employee only about $271,791 at 4% or $181,194 at 6%; with 50% employer match about $181,194 at 4% or $120,796 at 6%; with 100% employer match about $135,895 at 4% or $90,597 at 6%. |
| Wimmer, Yamada & Caughey Profit Sharing 401K Plan | - | 11 | $1,453,238 | $119,588 | $10,872iApproximate average salary by contribution assumption: employee only about $271,791 at 4% or $181,194 at 6%; with 50% employer match about $181,194 at 4% or $120,796 at 6%; with 100% employer match about $135,895 at 4% or $90,597 at 6%. |
| 2013 | 1 | 11 | $1,409,409 | $120,680 | $10,971iApproximate average salary by contribution assumption: employee only about $274,273 at 4% or $182,848 at 6%; with 50% employer match about $182,848 at 4% or $121,899 at 6%; with 100% employer match about $137,136 at 4% or $91,424 at 6%. |
| Wimmer, Yamada & Caughey Profit Sharing 401K Plan | - | 11 | $1,409,409 | $120,680 | $10,971iApproximate average salary by contribution assumption: employee only about $274,273 at 4% or $182,848 at 6%; with 50% employer match about $182,848 at 4% or $121,899 at 6%; with 100% employer match about $137,136 at 4% or $91,424 at 6%. |
| 2012 | 1 | 9 | $1,141,459 | $217,659 | $24,184iApproximate average salary by contribution assumption: employee only about $604,608 at 4% or $403,072 at 6%; with 50% employer match about $403,072 at 4% or $268,715 at 6%; with 100% employer match about $302,304 at 4% or $201,536 at 6%. |
| Wimmer, Yamada & Caughey Profit Sharing 401K Plan | - | 9 | $1,141,459 | $217,659 | $24,184iApproximate average salary by contribution assumption: employee only about $604,608 at 4% or $403,072 at 6%; with 50% employer match about $403,072 at 4% or $268,715 at 6%; with 100% employer match about $302,304 at 4% or $201,536 at 6%. |
| 2011 | 1 | 9 | $952,968 | $83,740 | $9,304iApproximate average salary by contribution assumption: employee only about $232,611 at 4% or $155,074 at 6%; with 50% employer match about $155,074 at 4% or $103,383 at 6%; with 100% employer match about $116,306 at 4% or $77,537 at 6%. |
| Wimmer, Yamada & Caughey Profit Sharing 401K Plan | - | 9 | $952,968 | $83,740 | $9,304iApproximate average salary by contribution assumption: employee only about $232,611 at 4% or $155,074 at 6%; with 50% employer match about $155,074 at 4% or $103,383 at 6%; with 100% employer match about $116,306 at 4% or $77,537 at 6%. |
| 2010 | 1 | 9 | $906,606 | $98,555 | $10,951iApproximate average salary by contribution assumption: employee only about $273,764 at 4% or $182,509 at 6%; with 50% employer match about $182,509 at 4% or $121,673 at 6%; with 100% employer match about $136,882 at 4% or $91,255 at 6%. |
| Wimmer, Yamada & Caughey Profit Sharing 401K Plan | - | 9 | $906,606 | $98,555 | $10,951iApproximate average salary by contribution assumption: employee only about $273,764 at 4% or $182,509 at 6%; with 50% employer match about $182,509 at 4% or $121,673 at 6%; with 100% employer match about $136,882 at 4% or $91,255 at 6%. |
| 2009 | 1 | 12 | $1,366,454 | $87,040 | $7,253iApproximate average salary by contribution assumption: employee only about $181,333 at 4% or $120,889 at 6%; with 50% employer match about $120,889 at 4% or $80,593 at 6%; with 100% employer match about $90,667 at 4% or $60,444 at 6%. |
| Wimmer, Yamada & Caughey Profit Sharing 401K Plan | - | 12 | $1,366,454 | $87,040 | $7,253iApproximate average salary by contribution assumption: employee only about $181,333 at 4% or $120,889 at 6%; with 50% employer match about $120,889 at 4% or $80,593 at 6%; with 100% employer match about $90,667 at 4% or $60,444 at 6%. |
| 2008 | 1 | 11 | $1,224,948 | $95,095 | $8,645iApproximate average salary by contribution assumption: employee only about $216,125 at 4% or $144,083 at 6%; with 50% employer match about $144,083 at 4% or $96,056 at 6%; with 100% employer match about $108,063 at 4% or $72,042 at 6%. |
| Wimmer, Yamada & Caughey Profit Sharing 401K Plan | - | 11 | $1,224,948 | $95,095 | $8,645iApproximate average salary by contribution assumption: employee only about $216,125 at 4% or $144,083 at 6%; with 50% employer match about $144,083 at 4% or $96,056 at 6%; with 100% employer match about $108,063 at 4% or $72,042 at 6%. |
| 2007 | 1 | 12 | $1,599,162 | $128,000 | $10,667iApproximate average salary by contribution assumption: employee only about $266,667 at 4% or $177,778 at 6%; with 50% employer match about $177,778 at 4% or $118,519 at 6%; with 100% employer match about $133,333 at 4% or $88,889 at 6%. |
| Wimmer, Yamada & Caughey Profit Sharing 401K Plan | - | 12 | $1,599,162 | $128,000 | $10,667iApproximate average salary by contribution assumption: employee only about $266,667 at 4% or $177,778 at 6%; with 50% employer match about $177,778 at 4% or $118,519 at 6%; with 100% employer match about $133,333 at 4% or $88,889 at 6%. |
| 2006 | 1 | 11 | $1,574,362 | $126,955 | $11,541iApproximate average salary by contribution assumption: employee only about $288,534 at 4% or $192,356 at 6%; with 50% employer match about $192,356 at 4% or $128,237 at 6%; with 100% employer match about $144,267 at 4% or $96,178 at 6%. |
| Wimmer, Yamada & Caughey Profit Sharing 401K Plan | - | 11 | $1,574,362 | $126,955 | $11,541iApproximate average salary by contribution assumption: employee only about $288,534 at 4% or $192,356 at 6%; with 50% employer match about $192,356 at 4% or $128,237 at 6%; with 100% employer match about $144,267 at 4% or $96,178 at 6%. |
| 2005 | 1 | 10 | $1,387,891 | $131,100 | $13,110iApproximate average salary by contribution assumption: employee only about $327,750 at 4% or $218,500 at 6%; with 50% employer match about $218,500 at 4% or $145,667 at 6%; with 100% employer match about $163,875 at 4% or $109,250 at 6%. |
| Wimmer, Yamada & Caughey Profit Sharing 401K Plan | - | 10 | $1,387,891 | $131,100 | $13,110iApproximate average salary by contribution assumption: employee only about $327,750 at 4% or $218,500 at 6%; with 50% employer match about $218,500 at 4% or $145,667 at 6%; with 100% employer match about $163,875 at 4% or $109,250 at 6%. |
| 2004 | 1 | 10 | $1,342,984 | $134,474 | $13,447iApproximate average salary by contribution assumption: employee only about $336,185 at 4% or $224,123 at 6%; with 50% employer match about $224,123 at 4% or $149,416 at 6%; with 100% employer match about $168,093 at 4% or $112,062 at 6%. |
| Wimmer, Yamada & Caughey Profit Sharing 401K Plan | - | 10 | $1,342,984 | $134,474 | $13,447iApproximate average salary by contribution assumption: employee only about $336,185 at 4% or $224,123 at 6%; with 50% employer match about $224,123 at 4% or $149,416 at 6%; with 100% employer match about $168,093 at 4% or $112,062 at 6%. |
| 2003 | 1 | 12 | $1,186,734 | $78,393 | $6,533iApproximate average salary by contribution assumption: employee only about $163,319 at 4% or $108,879 at 6%; with 50% employer match about $108,879 at 4% or $72,586 at 6%; with 100% employer match about $81,659 at 4% or $54,440 at 6%. |
| Wimmer, Yamada & Caughey Profit Sharing 401K Plan | - | 12 | $1,186,734 | $78,393 | $6,533iApproximate average salary by contribution assumption: employee only about $163,319 at 4% or $108,879 at 6%; with 50% employer match about $108,879 at 4% or $72,586 at 6%; with 100% employer match about $81,659 at 4% or $54,440 at 6%. |
| 2002 | 1 | 12 | $998,533 | $69,455 | $5,788iApproximate average salary by contribution assumption: employee only about $144,698 at 4% or $96,465 at 6%; with 50% employer match about $96,465 at 4% or $64,310 at 6%; with 100% employer match about $72,349 at 4% or $48,233 at 6%. |
| Wimmer, Yamada & Caughey Profit Sharing 401K Plan | - | 12 | $998,533 | $69,455 | $5,788iApproximate average salary by contribution assumption: employee only about $144,698 at 4% or $96,465 at 6%; with 50% employer match about $96,465 at 4% or $64,310 at 6%; with 100% employer match about $72,349 at 4% or $48,233 at 6%. |
| 2001 | 1 | 10 | $1,166,063 | $65,232 | $6,523iApproximate average salary by contribution assumption: employee only about $163,080 at 4% or $108,720 at 6%; with 50% employer match about $108,720 at 4% or $72,480 at 6%; with 100% employer match about $81,540 at 4% or $54,360 at 6%. |
| Wimmer, Yamada & Caughey Profit Sharing 401K Plan | - | 10 | $1,166,063 | $65,232 | $6,523iApproximate average salary by contribution assumption: employee only about $163,080 at 4% or $108,720 at 6%; with 50% employer match about $108,720 at 4% or $72,480 at 6%; with 100% employer match about $81,540 at 4% or $54,360 at 6%. |
| 2000 | 1 | 9 | $0 | $0 | - |
| Wimmer, Yamada & Caughey Profit Sharing 401K Plan | - | 9 | - | - | - |
| 1999 | 1 | 9 | $1,482,292 | $53,754 | $5,973iApproximate average salary by contribution assumption: employee only about $149,317 at 4% or $99,544 at 6%; with 50% employer match about $99,544 at 4% or $66,363 at 6%; with 100% employer match about $74,658 at 4% or $49,772 at 6%. |
| Wimmer, Yamada & Caughey Profit Sharing 401K Plan | - | 9 | $1,482,292 | $53,754 | $5,973iApproximate average salary by contribution assumption: employee only about $149,317 at 4% or $99,544 at 6%; with 50% employer match about $99,544 at 4% or $66,363 at 6%; with 100% employer match about $74,658 at 4% or $49,772 at 6%. |