Civic Intelligence

Allee Willis

Plan context: Allee Willis Retirement Plan

EIN 95-3401675 • Santa Monica, CA • 14 filings • 1 plans

530 Wilshire Blvd., Suite 308Santa Monica, CA 90401-1426
Current Snapshot

Latest Year

2019

2019 Participants

2

2019 Assets

$1,473,143

2019 Contributions

$54,000

Historical Graphs

Total Assets Over Time

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

$1,473,143$736,572$0200320132019YearValue
$1,473,143Latest year 2019

Participants Over Time

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

210200320132019YearValue
2Latest year 2019

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
201912$1,473,143$0-
Allee Willis Retirement Plan-2$1,473,143--
201812$1,033,710$0-
Allee Willis Retirement Plan-2$1,033,710--
201712$1,128,620$54,000$27,000iApproximate average salary by contribution assumption: employee only about $675,000 at 4% or $450,000 at 6%; with 50% employer match about $450,000 at 4% or $300,000 at 6%; with 100% employer match about $337,500 at 4% or $225,000 at 6%.
Allee Willis Retirement Plan-2$1,128,620$54,000$27,000iApproximate average salary by contribution assumption: employee only about $675,000 at 4% or $450,000 at 6%; with 50% employer match about $450,000 at 4% or $300,000 at 6%; with 100% employer match about $337,500 at 4% or $225,000 at 6%.
201611$848,103$0-
Allee Willis Retirement Plan-1$848,103--
201511$782,134$0-
Allee Willis Retirement Plan-1$782,134--
201411$800,759$0-
Allee Willis Retirement Plan-1$800,759$0-
201311$713,054$0-
Allee Willis Retirement Plan-1$713,054$0-
201211$664,644$0-
Allee Willis Retirement Plan-1$664,644$0-
200811$264,236$46,000$46,000iApproximate average salary by contribution assumption: employee only about $1,150,000 at 4% or $766,667 at 6%; with 50% employer match about $766,667 at 4% or $511,111 at 6%; with 100% employer match about $575,000 at 4% or $383,333 at 6%.
Allee Willis Retirement Plan-1$264,236$46,000$46,000iApproximate average salary by contribution assumption: employee only about $1,150,000 at 4% or $766,667 at 6%; with 50% employer match about $766,667 at 4% or $511,111 at 6%; with 100% employer match about $575,000 at 4% or $383,333 at 6%.
200711$0$0-
Allee Willis Retirement Plan-1---
200611$285,676$44,000$44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%.
Allee Willis Retirement Plan-1$285,676$44,000$44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%.
200511$231,537$39,895$39,895iApproximate average salary by contribution assumption: employee only about $997,375 at 4% or $664,917 at 6%; with 50% employer match about $664,917 at 4% or $443,278 at 6%; with 100% employer match about $498,688 at 4% or $332,458 at 6%.
Allee Willis Retirement Plan-1$231,537$39,895$39,895iApproximate average salary by contribution assumption: employee only about $997,375 at 4% or $664,917 at 6%; with 50% employer match about $664,917 at 4% or $443,278 at 6%; with 100% employer match about $498,688 at 4% or $332,458 at 6%.
200411$187,731$41,000$41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%.
Allee Willis Retirement Plan-1$187,731$41,000$41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%.
200312$147,162$40,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Allee Willis Retirement Plan-2$147,162$40,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.