Richard Wilson, CPA, Cva
Plan context: Richard Wilson 401(K) Profit Sharing and Retirement Savings Plan
EIN 95-4163704 • Thousand Oaks, CA • 16 filings • 6 plans
Current Snapshot
Latest Year
2011
2011 Participants
4
2011 Assets
$1,263,801
2011 Contributions
$69,868
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 |
|---|---|---|---|---|---|
| 2011 | 1 | 0 | $0 | $0 | - |
| Richard Wilson 401(K) Profit Sharing and Retirement Savings Plan | - | 0 | $0 | $0 | - |
| 2010 | 1 | 4 | $1,263,801 | $69,868 | $17,467iApproximate average salary by contribution assumption: employee only about $436,675 at 4% or $291,117 at 6%; with 50% employer match about $291,117 at 4% or $194,078 at 6%; with 100% employer match about $218,338 at 4% or $145,558 at 6%. |
| Richard Wilson 401(K) Profit Sharing and Retirement Savings Plan | - | 4 | $1,263,801 | $69,868 | $17,467iApproximate average salary by contribution assumption: employee only about $436,675 at 4% or $291,117 at 6%; with 50% employer match about $291,117 at 4% or $194,078 at 6%; with 100% employer match about $218,338 at 4% or $145,558 at 6%. |
| 2009 | 1 | 3 | $1,077,711 | $40,734 | $13,578iApproximate average salary by contribution assumption: employee only about $339,450 at 4% or $226,300 at 6%; with 50% employer match about $226,300 at 4% or $150,867 at 6%; with 100% employer match about $169,725 at 4% or $113,150 at 6%. |
| Richard Wilson 401(K) Profit Sharing and Retirement Savings Plan | - | 3 | $1,077,711 | $40,734 | $13,578iApproximate average salary by contribution assumption: employee only about $339,450 at 4% or $226,300 at 6%; with 50% employer match about $226,300 at 4% or $150,867 at 6%; with 100% employer match about $169,725 at 4% or $113,150 at 6%. |
| 2008 | 1 | 4 | $888,571 | $58,625 | $14,656iApproximate average salary by contribution assumption: employee only about $366,406 at 4% or $244,271 at 6%; with 50% employer match about $244,271 at 4% or $162,847 at 6%; with 100% employer match about $183,203 at 4% or $122,135 at 6%. |
| Richard Wilson 401(K) Profit Sharing and Retirement Savings Plan | - | 4 | $888,571 | $58,625 | $14,656iApproximate average salary by contribution assumption: employee only about $366,406 at 4% or $244,271 at 6%; with 50% employer match about $244,271 at 4% or $162,847 at 6%; with 100% employer match about $183,203 at 4% or $122,135 at 6%. |
| 2007 | 1 | 4 | $0 | $0 | - |
| Richard Wilson 401(K) Profit Sharing and Retirement Savings Plan | - | 4 | - | - | - |
| 2006 | 1 | 3 | $981,382 | $49,928 | $16,643iApproximate average salary by contribution assumption: employee only about $416,067 at 4% or $277,378 at 6%; with 50% employer match about $277,378 at 4% or $184,919 at 6%; with 100% employer match about $208,033 at 4% or $138,689 at 6%. |
| Richard Wilson 401(K) Profit Sharing and Retirement Savings Plan | - | 3 | $981,382 | $49,928 | $16,643iApproximate average salary by contribution assumption: employee only about $416,067 at 4% or $277,378 at 6%; with 50% employer match about $277,378 at 4% or $184,919 at 6%; with 100% employer match about $208,033 at 4% or $138,689 at 6%. |
| 2005 | 1 | 3 | $865,042 | $47,583 | $15,861iApproximate average salary by contribution assumption: employee only about $396,525 at 4% or $264,350 at 6%; with 50% employer match about $264,350 at 4% or $176,233 at 6%; with 100% employer match about $198,263 at 4% or $132,175 at 6%. |
| Richard Wilson 401(K) Profit Sharing and Retirement Savings Plan | - | 3 | $865,042 | $47,583 | $15,861iApproximate average salary by contribution assumption: employee only about $396,525 at 4% or $264,350 at 6%; with 50% employer match about $264,350 at 4% or $176,233 at 6%; with 100% employer match about $198,263 at 4% or $132,175 at 6%. |
| 2004 | 1 | 4 | $762,712 | $58,320 | $14,580iApproximate average salary by contribution assumption: employee only about $364,500 at 4% or $243,000 at 6%; with 50% employer match about $243,000 at 4% or $162,000 at 6%; with 100% employer match about $182,250 at 4% or $121,500 at 6%. |
| Richard Wilson 401(K) Profit Sharing and Retirement Savings Plan | - | 4 | $762,712 | $58,320 | $14,580iApproximate average salary by contribution assumption: employee only about $364,500 at 4% or $243,000 at 6%; with 50% employer match about $243,000 at 4% or $162,000 at 6%; with 100% employer match about $182,250 at 4% or $121,500 at 6%. |
| 2003 | 2 | 4 | $622,660 | $48,000 | $12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%. |
| Richard Wilson 401(K) Profit Sharing and Retirement Savings Plan | - | 4 | $622,660 | $48,000 | $12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%. |
| RICHARD WILSON MONEY PURCHASE KEOGH PLAN | - | 0 | - | - | - |
| 2002 | 2 | 3 | $441,737 | $30,296 | $10,099iApproximate average salary by contribution assumption: employee only about $252,467 at 4% or $168,311 at 6%; with 50% employer match about $168,311 at 4% or $112,207 at 6%; with 100% employer match about $126,233 at 4% or $84,156 at 6%. |
| Richard Wilson 401(K) Profit Sharing and Retirement Savings Plan | - | 3 | $265,042 | $18,177 | $6,059iApproximate average salary by contribution assumption: employee only about $151,475 at 4% or $100,983 at 6%; with 50% employer match about $100,983 at 4% or $67,322 at 6%; with 100% employer match about $75,738 at 4% or $50,492 at 6%. |
| RICHARD WILSON MONEY PURCHASE KEOGH PLAN | - | 3 | $176,695 | $12,119 | $4,040iApproximate average salary by contribution assumption: employee only about $100,992 at 4% or $67,328 at 6%; with 50% employer match about $67,328 at 4% or $44,885 at 6%; with 100% employer match about $50,496 at 4% or $33,664 at 6%. |
| 2001 | 2 | 3 | $0 | $0 | - |
| Richard Wilson 401(K) Profit Sharing and Retirement Savings Plan | - | 3 | - | - | - |
| RICHARD WILSON MONEY PURCHASE KEOGH PLAN | - | 3 | - | - | - |
| 2000 | 2 | 2 | $0 | $0 | - |
| RICHARD WILSON MONEY PURCHASE KEOGH PLAN | - | 2 | - | - | - |
| Richard Wilson 401(K) Profit Sharing and Retirement Savings Plan | - | 2 | - | - | - |