Civic Intelligence
Filing

Wiggin & Nourie Pension Plan and Trust

Wiggin & Nourie, P.A. • EIN 02-0451942 • Plan year 2003

Company ProfileSource Archive
Filing Insights

Participants

Down

83 → 61

-22 • -26.51%

Assets

Up

$6,612,374 → $8,242,254

$1,629,880 • 24.65%

Investment Management Fee

-

Admin expenses - • Total expenses $7,925

Filing Details

Context
Net investment result
$1,629,880
Pension payor EIN
04-6568107

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201410$0$0-
Wiggin & Nourie Profit-Sharing Plan and Trust-0---
201310$2,253$0-
Wiggin & Nourie Profit-Sharing Plan and Trust-0$2,253--
201210$3,417$1,209,961-
Wiggin & Nourie Profit-Sharing Plan and Trust-0$3,417$1,209,961-
2011142$17,809,340$671,258$15,982iApproximate average salary by contribution assumption: employee only about $399,558 at 4% or $266,372 at 6%; with 50% employer match about $266,372 at 4% or $177,581 at 6%; with 100% employer match about $199,779 at 4% or $133,186 at 6%.
Wiggin & Nourie Profit-Sharing Plan and Trust-42$17,809,340$671,258$15,982iApproximate average salary by contribution assumption: employee only about $399,558 at 4% or $266,372 at 6%; with 50% employer match about $266,372 at 4% or $177,581 at 6%; with 100% employer match about $199,779 at 4% or $133,186 at 6%.
2010268$19,193,072$880,168$12,944iApproximate average salary by contribution assumption: employee only about $323,591 at 4% or $215,727 at 6%; with 50% employer match about $215,727 at 4% or $143,818 at 6%; with 100% employer match about $161,796 at 4% or $107,864 at 6%.
Wiggin & Nourie Profit-Sharing Plan and Trust-68$19,193,072$880,168$12,944iApproximate average salary by contribution assumption: employee only about $323,591 at 4% or $215,727 at 6%; with 50% employer match about $215,727 at 4% or $143,818 at 6%; with 100% employer match about $161,796 at 4% or $107,864 at 6%.
Wiggin & Nourie Group Benefit Plan-54---
2009185$20,490,074$1,086,968$12,788iApproximate average salary by contribution assumption: employee only about $319,696 at 4% or $213,131 at 6%; with 50% employer match about $213,131 at 4% or $142,087 at 6%; with 100% employer match about $159,848 at 4% or $106,565 at 6%.
Wiggin & Nourie Profit-Sharing Plan and Trust-85$20,490,074$1,086,968$12,788iApproximate average salary by contribution assumption: employee only about $319,696 at 4% or $213,131 at 6%; with 50% employer match about $213,131 at 4% or $142,087 at 6%; with 100% employer match about $159,848 at 4% or $106,565 at 6%.
2008295$16,291,651$630,873$6,641iApproximate average salary by contribution assumption: employee only about $166,019 at 4% or $110,679 at 6%; with 50% employer match about $110,679 at 4% or $73,786 at 6%; with 100% employer match about $83,010 at 4% or $55,340 at 6%.
Wiggin & Nourie Profit-Sharing Plan and Trust-95$16,291,651$630,873$6,641iApproximate average salary by contribution assumption: employee only about $166,019 at 4% or $110,679 at 6%; with 50% employer match about $110,679 at 4% or $73,786 at 6%; with 100% employer match about $83,010 at 4% or $55,340 at 6%.
Wiggin & Nourie Group Benefit Plan-83---
2007384$0$0-
Wiggin & Nourie Group Benefit Plan-0---
Wiggin & Nourie Pension Plan and Trust-0---
Wiggin & Nourie Profit-Sharing Plan and Trust-84---
2006387$19,921,559$1,367,631$15,720iApproximate average salary by contribution assumption: employee only about $392,997 at 4% or $261,998 at 6%; with 50% employer match about $261,998 at 4% or $174,666 at 6%; with 100% employer match about $196,499 at 4% or $130,999 at 6%.
Wiggin & Nourie Profit-Sharing Plan and Trust-87$10,564,180$914,581$10,512iApproximate average salary by contribution assumption: employee only about $262,811 at 4% or $175,207 at 6%; with 50% employer match about $175,207 at 4% or $116,805 at 6%; with 100% employer match about $131,405 at 4% or $87,604 at 6%.
Wiggin & Nourie Pension Plan and Trust-76$9,357,379$453,050$5,961iApproximate average salary by contribution assumption: employee only about $149,030 at 4% or $99,353 at 6%; with 50% employer match about $99,353 at 4% or $66,235 at 6%; with 100% employer match about $74,515 at 4% or $49,677 at 6%.
Wiggin & Nourie Group Benefit Plan-76---
2005387$19,036,938$910,108$10,461iApproximate average salary by contribution assumption: employee only about $261,525 at 4% or $174,350 at 6%; with 50% employer match about $174,350 at 4% or $116,233 at 6%; with 100% employer match about $130,763 at 4% or $87,175 at 6%.
Wiggin & Nourie Profit-Sharing Plan and Trust-87$10,110,540$553,056$6,357iApproximate average salary by contribution assumption: employee only about $158,924 at 4% or $105,949 at 6%; with 50% employer match about $105,949 at 4% or $70,633 at 6%; with 100% employer match about $79,462 at 4% or $52,975 at 6%.
Wiggin & Nourie Pension Plan and Trust-62$8,926,398$357,052$5,759iApproximate average salary by contribution assumption: employee only about $143,973 at 4% or $95,982 at 6%; with 50% employer match about $95,982 at 4% or $63,988 at 6%; with 100% employer match about $71,986 at 4% or $47,991 at 6%.
Wiggin & Nourie Group Benefit Plan-78---
2004377$17,289,389$881,668$11,450iApproximate average salary by contribution assumption: employee only about $286,256 at 4% or $190,837 at 6%; with 50% employer match about $190,837 at 4% or $127,225 at 6%; with 100% employer match about $143,128 at 4% or $95,419 at 6%.
Wiggin & Nourie Profit-Sharing Plan and Trust-77$9,209,983$538,218$6,990iApproximate average salary by contribution assumption: employee only about $174,746 at 4% or $116,497 at 6%; with 50% employer match about $116,497 at 4% or $77,665 at 6%; with 100% employer match about $87,373 at 4% or $58,249 at 6%.
Wiggin & Nourie Pension Plan and Trust-71$8,079,406$343,450$4,837iApproximate average salary by contribution assumption: employee only about $120,933 at 4% or $80,622 at 6%; with 50% employer match about $80,622 at 4% or $53,748 at 6%; with 100% employer match about $60,467 at 4% or $40,311 at 6%.
Wiggin & Nourie Group Benefit Plan-71---
2003372$17,844,797$809,919$11,249iApproximate average salary by contribution assumption: employee only about $281,222 at 4% or $187,481 at 6%; with 50% employer match about $187,481 at 4% or $124,988 at 6%; with 100% employer match about $140,611 at 4% or $93,741 at 6%.
Wiggin & Nourie Profit-Sharing Plan and Trust-72$9,602,543$500,413$6,950iApproximate average salary by contribution assumption: employee only about $173,755 at 4% or $115,836 at 6%; with 50% employer match about $115,836 at 4% or $77,224 at 6%; with 100% employer match about $86,877 at 4% or $57,918 at 6%.
Wiggin & Nourie Pension Plan and TrustCurrent61$8,242,254$309,506$5,074iApproximate average salary by contribution assumption: employee only about $126,847 at 4% or $84,564 at 6%; with 50% employer match about $84,564 at 4% or $56,376 at 6%; with 100% employer match about $63,423 at 4% or $42,282 at 6%.
Wiggin & Nourie Group Benefit Plan-67---
2002377$14,258,412$651,156$8,457iApproximate average salary by contribution assumption: employee only about $211,414 at 4% or $140,943 at 6%; with 50% employer match about $140,943 at 4% or $93,962 at 6%; with 100% employer match about $105,707 at 4% or $70,471 at 6%.
Wiggin & Nourie Profit-Sharing Plan and Trust-62$7,646,038$354,944$5,725iApproximate average salary by contribution assumption: employee only about $143,123 at 4% or $95,415 at 6%; with 50% employer match about $95,415 at 4% or $63,610 at 6%; with 100% employer match about $71,561 at 4% or $47,708 at 6%.
Wiggin & Nourie Pension Plan and Trust-55$6,612,374$296,212$5,386iApproximate average salary by contribution assumption: employee only about $134,642 at 4% or $89,761 at 6%; with 50% employer match about $89,761 at 4% or $59,841 at 6%; with 100% employer match about $67,321 at 4% or $44,881 at 6%.
Wiggin & Nourie Group Benefit Plan-77---
2001368$8,006,754$224,895$3,307iApproximate average salary by contribution assumption: employee only about $82,682 at 4% or $55,121 at 6%; with 50% employer match about $55,121 at 4% or $36,748 at 6%; with 100% employer match about $41,341 at 4% or $27,561 at 6%.
Wiggin & Nourie Pension Plan and Trust-65$8,006,754$224,895$3,460iApproximate average salary by contribution assumption: employee only about $86,498 at 4% or $57,665 at 6%; with 50% employer match about $57,665 at 4% or $38,444 at 6%; with 100% employer match about $43,249 at 4% or $28,833 at 6%.
Wiggin & Nourie Profit-Sharing Plan and Trust-68---
Wiggin & Nourie Group Benefit Plan-67---
2000377$9,999,124$392,031$5,091iApproximate average salary by contribution assumption: employee only about $127,283 at 4% or $84,855 at 6%; with 50% employer match about $84,855 at 4% or $56,570 at 6%; with 100% employer match about $63,641 at 4% or $42,428 at 6%.
Wiggin & Nourie Profit-Sharing Plan and Trust-77$9,999,124$392,031$5,091iApproximate average salary by contribution assumption: employee only about $127,283 at 4% or $84,855 at 6%; with 50% employer match about $84,855 at 4% or $56,570 at 6%; with 100% employer match about $63,641 at 4% or $42,428 at 6%.
Wiggin & Nourie Group Benefit Plan-60---
Wiggin & Nourie Pension Plan and Trust-69---
1999689$19,661,272$1,230,499$13,826iApproximate average salary by contribution assumption: employee only about $345,646 at 4% or $230,431 at 6%; with 50% employer match about $230,431 at 4% or $153,620 at 6%; with 100% employer match about $172,823 at 4% or $115,215 at 6%.
Wiggin & Nourie Profit-Sharing Plan and Trust-77$10,320,080$407,848$5,297iApproximate average salary by contribution assumption: employee only about $132,418 at 4% or $88,279 at 6%; with 50% employer match about $88,279 at 4% or $58,853 at 6%; with 100% employer match about $66,209 at 4% or $44,139 at 6%.
Wiggin & Nourie Pension Plan and Trust-69$9,319,075$408,208$5,916iApproximate average salary by contribution assumption: employee only about $147,901 at 4% or $98,601 at 6%; with 50% employer match about $98,601 at 4% or $65,734 at 6%; with 100% employer match about $73,951 at 4% or $49,300 at 6%.
Wiggin & Nourie Group Benefit Plan-65$22,117$414,443$6,376iApproximate average salary by contribution assumption: employee only about $159,401 at 4% or $106,267 at 6%; with 50% employer match about $106,267 at 4% or $70,845 at 6%; with 100% employer match about $79,701 at 4% or $53,134 at 6%.
Wiggin & Nourie Dental Insurance-86---
Wiggin & Nourie, P.A., Life Insurance-88---
Wiggin & Nourie Long Term Disability Insurance-89---
Schedule Details

Schedule I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$8,242,254$1,629,880 change

Balance Sheet

Beginning and end of plan year.

Total assets$6,612,374$8,242,254Increase +$1,629,880 (24.65%)
Total liabilities$0$0No change $0
Net assets$6,612,374$8,242,254Increase +$1,629,880 (24.65%)

Contributions

Employer contributions$309,506
Participant contributions$0
Other contributions$0

Income & Expenses

Total income$1,637,805
Total expenses$7,925
Net income$1,629,880
Source fields
Schedule I source fields
Filing Id
84037338347314
Schedule I EIN
02-0451942
Schedule I Plan Num
002
Schedule I Plan Year Begin Date
2003-01-01
Schedule I Tax Period
20031231
Small plan total assets at beginning of year
$6,612,374
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$6,612,374
Small plan total assets at end of year
$8,242,254
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$8,242,254
Small plan employer contributions
$309,506
Small plan participant contributions
$0
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$1,328,299
Small plan total income
$1,637,805
Small plan total benefit distributions
$3,850
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$4,075
Small plan total expenses
$7,925
Small plan net income or loss
$1,629,880
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
2
Small Investment Real Est End of year A
0
Small Employer Sec End of year Indicator
No
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Indicator
No
Small Mortg Participants End of year Amount
$0
Small Oth Lns Participants End of year Indicator
No
Small Oth Lns Participants End of year Amount
$0
Small Personal Prop End of year Indicator
No
Small Personal Prop End of year Amount
$0
Small Fail Xmt Ctb I
2
Small Fail Xmt Ctb A
0
Small plan participant loans in default
No
Small Loans In Default Amount
$0
Small plan leases in default
No
Small Leases In Default Amount
$0
Small Pt In Interest Not Reported I
2
Small Pt In Interest Not Reported A
0
Small plan fidelity bond in place
Yes
Small plan fidelity bond amount
$500,000
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
No
Small Asset Undeterm Valuation Amount
$0
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
No
Small 20 Percent Sngl Investment Amount
$0
Small plan all plan assets distributed
No
Waiver Annual Iqpa Report
1
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Pension & Payor

Payor EIN04-6568107

Transfers

Distributed property value$0
Schedule R source fields
Payor 04-6568107
Filing Id
84037338347314
Schedule R EIN
02-0451942
Schedule R Plan number
002
Schedule R Plan Year Begin Date
2003-01-01
Schedule R Tax Period
20031231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
04-6568107
Pension Bnft Distribution Sngl Sum Count
0
Pension Elec Satisfy Code 412 Indicator
No
Pension Employer Contribution Rqr Amount
$309,506
Pension Employer Contribution Paid Amount
$309,506
Pension Funding Deficiency Amount
$0