Civic Intelligence

Shaw House

Plan context: Templeton Tax Deferred Retirement 403B7 Custodial Account Plan

EIN 01-0495262 • Bangor, ME • 14 filings • 2 plans

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136 Union StreetBangor, ME 04401
Current Snapshot

Latest Year

2022

2022 Participants

10

2022 Assets

$286,005

2022 Contributions

$3,380

Historical Graphs

Total Assets Over Time

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

$286,005$143,003$0201020162021YearValue
$286,005Latest year 2021

Participants Over Time

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

25130201020162021YearValue
10Latest year 2021

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
202210$0$3,380-
Templeton Tax Deferred Retirement 403B7 Custodial Account Plan-0$0$3,380-
2021110$286,005$6,760$676iApproximate average salary by contribution assumption: employee only about $16,900 at 4% or $11,267 at 6%; with 50% employer match about $11,267 at 4% or $7,511 at 6%; with 100% employer match about $8,450 at 4% or $5,633 at 6%.
Templeton Tax Deferred Retirement 403B7 Custodial Account Plan-10$286,005$6,760$676iApproximate average salary by contribution assumption: employee only about $16,900 at 4% or $11,267 at 6%; with 50% employer match about $11,267 at 4% or $7,511 at 6%; with 100% employer match about $8,450 at 4% or $5,633 at 6%.
2020110$247,545$4,940$494iApproximate average salary by contribution assumption: employee only about $12,350 at 4% or $8,233 at 6%; with 50% employer match about $8,233 at 4% or $5,489 at 6%; with 100% employer match about $6,175 at 4% or $4,117 at 6%.
Templeton Tax Deferred Retirement 403B7 Custodial Account Plan-10$247,545$4,940$494iApproximate average salary by contribution assumption: employee only about $12,350 at 4% or $8,233 at 6%; with 50% employer match about $8,233 at 4% or $5,489 at 6%; with 100% employer match about $6,175 at 4% or $4,117 at 6%.
2019111$204,113$4,850$441iApproximate average salary by contribution assumption: employee only about $11,023 at 4% or $7,348 at 6%; with 50% employer match about $7,348 at 4% or $4,899 at 6%; with 100% employer match about $5,511 at 4% or $3,674 at 6%.
Templeton Tax Deferred Retirement 403B7 Custodial Account Plan-11$204,113$4,850$441iApproximate average salary by contribution assumption: employee only about $11,023 at 4% or $7,348 at 6%; with 50% employer match about $7,348 at 4% or $4,899 at 6%; with 100% employer match about $5,511 at 4% or $3,674 at 6%.
2018111$162,916$5,603$509iApproximate average salary by contribution assumption: employee only about $12,734 at 4% or $8,489 at 6%; with 50% employer match about $8,489 at 4% or $5,660 at 6%; with 100% employer match about $6,367 at 4% or $4,245 at 6%.
Templeton Tax Deferred Retirement 403B7 Custodial Account Plan-11$162,916$5,603$509iApproximate average salary by contribution assumption: employee only about $12,734 at 4% or $8,489 at 6%; with 50% employer match about $8,489 at 4% or $5,660 at 6%; with 100% employer match about $6,367 at 4% or $4,245 at 6%.
2017112$175,810$7,275$606iApproximate average salary by contribution assumption: employee only about $15,156 at 4% or $10,104 at 6%; with 50% employer match about $10,104 at 4% or $6,736 at 6%; with 100% employer match about $7,578 at 4% or $5,052 at 6%.
Templeton Tax Deferred Retirement 403B7 Custodial Account Plan-12$175,810$7,275$606iApproximate average salary by contribution assumption: employee only about $15,156 at 4% or $10,104 at 6%; with 50% employer match about $10,104 at 4% or $6,736 at 6%; with 100% employer match about $7,578 at 4% or $5,052 at 6%.
2016113$167,831$6,820$525iApproximate average salary by contribution assumption: employee only about $13,115 at 4% or $8,744 at 6%; with 50% employer match about $8,744 at 4% or $5,829 at 6%; with 100% employer match about $6,558 at 4% or $4,372 at 6%.
Templeton Tax Deferred Retirement 403B7 Custodial Account Plan-13$167,831$6,820$525iApproximate average salary by contribution assumption: employee only about $13,115 at 4% or $8,744 at 6%; with 50% employer match about $8,744 at 4% or $5,829 at 6%; with 100% employer match about $6,558 at 4% or $4,372 at 6%.
2015115$170,741$6,811$454iApproximate average salary by contribution assumption: employee only about $11,352 at 4% or $7,568 at 6%; with 50% employer match about $7,568 at 4% or $5,045 at 6%; with 100% employer match about $5,676 at 4% or $3,784 at 6%.
Templeton Tax Deferred Retirement 403B7 Custodial Account Plan-15$170,741$6,811$454iApproximate average salary by contribution assumption: employee only about $11,352 at 4% or $7,568 at 6%; with 50% employer match about $7,568 at 4% or $5,045 at 6%; with 100% employer match about $5,676 at 4% or $3,784 at 6%.
2014117$199,650$9,047$532iApproximate average salary by contribution assumption: employee only about $13,304 at 4% or $8,870 at 6%; with 50% employer match about $8,870 at 4% or $5,913 at 6%; with 100% employer match about $6,652 at 4% or $4,435 at 6%.
Templeton Tax Deferred Retirement 403B7 Custodial Account Plan-17$199,650$9,047$532iApproximate average salary by contribution assumption: employee only about $13,304 at 4% or $8,870 at 6%; with 50% employer match about $8,870 at 4% or $5,913 at 6%; with 100% employer match about $6,652 at 4% or $4,435 at 6%.
2013122$213,974$10,591$481iApproximate average salary by contribution assumption: employee only about $12,035 at 4% or $8,023 at 6%; with 50% employer match about $8,023 at 4% or $5,349 at 6%; with 100% employer match about $6,018 at 4% or $4,012 at 6%.
Templeton Tax Deferred Retirement 403B7 Custodial Account Plan-22$213,974$10,591$481iApproximate average salary by contribution assumption: employee only about $12,035 at 4% or $8,023 at 6%; with 50% employer match about $8,023 at 4% or $5,349 at 6%; with 100% employer match about $6,018 at 4% or $4,012 at 6%.
2012123$191,236$26,176$1,138iApproximate average salary by contribution assumption: employee only about $28,452 at 4% or $18,968 at 6%; with 50% employer match about $18,968 at 4% or $12,645 at 6%; with 100% employer match about $14,226 at 4% or $9,484 at 6%.
Templeton Tax Deferred Retirement 403B7 Custodial Account Plan-23$191,236$26,176$1,138iApproximate average salary by contribution assumption: employee only about $28,452 at 4% or $18,968 at 6%; with 50% employer match about $18,968 at 4% or $12,645 at 6%; with 100% employer match about $14,226 at 4% or $9,484 at 6%.
2011125$153,668$33,639$1,346iApproximate average salary by contribution assumption: employee only about $33,639 at 4% or $22,426 at 6%; with 50% employer match about $22,426 at 4% or $14,951 at 6%; with 100% employer match about $16,820 at 4% or $11,213 at 6%.
Templeton Tax Deferred Retirement 403B7 Custodial Account Plan-25$153,668$33,639$1,346iApproximate average salary by contribution assumption: employee only about $33,639 at 4% or $22,426 at 6%; with 50% employer match about $22,426 at 4% or $14,951 at 6%; with 100% employer match about $16,820 at 4% or $11,213 at 6%.
2010125$156,061$174,987$6,999iApproximate average salary by contribution assumption: employee only about $174,987 at 4% or $116,658 at 6%; with 50% employer match about $116,658 at 4% or $77,772 at 6%; with 100% employer match about $87,493 at 4% or $58,329 at 6%.
Templeton Tax Deferred Retirement 403B7 Custodial Account Plan-25$156,061$174,987$6,999iApproximate average salary by contribution assumption: employee only about $174,987 at 4% or $116,658 at 6%; with 50% employer match about $116,658 at 4% or $77,772 at 6%; with 100% employer match about $87,493 at 4% or $58,329 at 6%.
199910$0$0-
Templeton Tax Deferred Retirement 403B7 Custodial Account Plan-0---
Shaw House | EIN 01-0495262 | 2022 Form 5500 Company Profile