Civic Intelligence

William H. Bestgen, Jr.

Plan context: William H. Bestgen, Jr. Self-Employed Retirement Plan

EIN 02-1366414 • Waltham, MA • 5 filings • 1 plans

PO Box 9086Waltham, MA 02454-9086
Current Snapshot

Latest Year

2009

2009 Participants

3

2009 Assets

$1,215,916

2009 Contributions

$64,134

Historical Graphs

Total Assets Over Time

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

$1,559,912$779,956$0200520072009YearValue
$1,215,916Latest year 2009

Participants Over Time

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

320200520072009YearValue
3Latest year 2009

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
200913$1,215,916$64,134$21,378iApproximate average salary by contribution assumption: employee only about $534,450 at 4% or $356,300 at 6%; with 50% employer match about $356,300 at 4% or $237,533 at 6%; with 100% employer match about $267,225 at 4% or $178,150 at 6%.
William H. Bestgen, Jr. Self-Employed Retirement Plan-3$1,215,916$64,134$21,378iApproximate average salary by contribution assumption: employee only about $534,450 at 4% or $356,300 at 6%; with 50% employer match about $356,300 at 4% or $237,533 at 6%; with 100% employer match about $267,225 at 4% or $178,150 at 6%.
200812$1,008,143$52,187$26,094iApproximate average salary by contribution assumption: employee only about $652,338 at 4% or $434,892 at 6%; with 50% employer match about $434,892 at 4% or $289,928 at 6%; with 100% employer match about $326,169 at 4% or $217,446 at 6%.
William H. Bestgen, Jr. Self-Employed Retirement Plan-2$1,008,143$52,187$26,094iApproximate average salary by contribution assumption: employee only about $652,338 at 4% or $434,892 at 6%; with 50% employer match about $434,892 at 4% or $289,928 at 6%; with 100% employer match about $326,169 at 4% or $217,446 at 6%.
200712$1,559,912$116,006$58,003iApproximate average salary by contribution assumption: employee only about $1,450,075 at 4% or $966,717 at 6%; with 50% employer match about $966,717 at 4% or $644,478 at 6%; with 100% employer match about $725,038 at 4% or $483,358 at 6%.
William H. Bestgen, Jr. Self-Employed Retirement Plan-2$1,559,912$116,006$58,003iApproximate average salary by contribution assumption: employee only about $1,450,075 at 4% or $966,717 at 6%; with 50% employer match about $966,717 at 4% or $644,478 at 6%; with 100% employer match about $725,038 at 4% or $483,358 at 6%.
200612$1,307,142$53,526$26,763iApproximate average salary by contribution assumption: employee only about $669,075 at 4% or $446,050 at 6%; with 50% employer match about $446,050 at 4% or $297,367 at 6%; with 100% employer match about $334,538 at 4% or $223,025 at 6%.
William H. Bestgen, Jr. Self-Employed Retirement Plan-2$1,307,142$53,526$26,763iApproximate average salary by contribution assumption: employee only about $669,075 at 4% or $446,050 at 6%; with 50% employer match about $446,050 at 4% or $297,367 at 6%; with 100% employer match about $334,538 at 4% or $223,025 at 6%.
200512$1,162,861$73,879$36,940iApproximate average salary by contribution assumption: employee only about $923,488 at 4% or $615,658 at 6%; with 50% employer match about $615,658 at 4% or $410,439 at 6%; with 100% employer match about $461,744 at 4% or $307,829 at 6%.
William H. Bestgen, Jr. Self-Employed Retirement Plan-2$1,162,861$73,879$36,940iApproximate average salary by contribution assumption: employee only about $923,488 at 4% or $615,658 at 6%; with 50% employer match about $615,658 at 4% or $410,439 at 6%; with 100% employer match about $461,744 at 4% or $307,829 at 6%.