J.I. Macwilliam Co. Inc.
Plan context: J.I. Macwilliam Co. Inc. Money Purchase Pension Plan
EIN 04-2602518 • Newton, MA • 18 filings • 2 plans
Current Snapshot
Latest Year
2016
2016 Participants
1
2016 Assets
$3,410,957
2016 Contributions
$53,000
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 |
|---|---|---|---|---|---|
| 2016 | 1 | 1 | $3,410,957 | $0 | - |
| J.I. Macwilliam Co. Inc. Money Purchase Pension Plan | - | 1 | $3,410,957 | - | - |
| 2015 | 1 | 2 | $3,508,084 | $53,000 | $26,500iApproximate average salary by contribution assumption: employee only about $662,500 at 4% or $441,667 at 6%; with 50% employer match about $441,667 at 4% or $294,444 at 6%; with 100% employer match about $331,250 at 4% or $220,833 at 6%. |
| J.I. Macwilliam Co. Inc. Money Purchase Pension Plan | - | 2 | $3,508,084 | $53,000 | $26,500iApproximate average salary by contribution assumption: employee only about $662,500 at 4% or $441,667 at 6%; with 50% employer match about $441,667 at 4% or $294,444 at 6%; with 100% employer match about $331,250 at 4% or $220,833 at 6%. |
| 2014 | 1 | 2 | $3,442,201 | $53,000 | $26,500iApproximate average salary by contribution assumption: employee only about $662,500 at 4% or $441,667 at 6%; with 50% employer match about $441,667 at 4% or $294,444 at 6%; with 100% employer match about $331,250 at 4% or $220,833 at 6%. |
| J.I. Macwilliam Co. Inc. Money Purchase Pension Plan | - | 2 | $3,442,201 | $53,000 | $26,500iApproximate average salary by contribution assumption: employee only about $662,500 at 4% or $441,667 at 6%; with 50% employer match about $441,667 at 4% or $294,444 at 6%; with 100% employer match about $331,250 at 4% or $220,833 at 6%. |
| 2013 | 1 | 2 | $3,165,155 | $52,000 | $26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%. |
| J.I. Macwilliam Co. Inc. Money Purchase Pension Plan | - | 2 | $3,165,155 | $52,000 | $26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%. |
| 2012 | 1 | 2 | $2,707,441 | $50,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| J.I. Macwilliam Co. Inc. Money Purchase Pension Plan | - | 2 | $2,707,441 | $50,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| 2011 | 1 | 2 | $2,249,822 | $50,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| J.I. Macwilliam Co. Inc. Money Purchase Pension Plan | - | 2 | $2,249,822 | $50,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| 2010 | 1 | 2 | $2,137,892 | $49,000 | $24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%. |
| J.I. Macwilliam Co. Inc. Money Purchase Pension Plan | - | 2 | $2,137,892 | $49,000 | $24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%. |
| 2009 | 1 | 2 | $1,815,448 | $49,000 | $24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%. |
| J.I. Macwilliam Co. Inc. Money Purchase Pension Plan | - | 2 | $1,815,448 | $49,000 | $24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%. |
| 2008 | 1 | 1 | $0 | $0 | - |
| J.I. Macwilliam Co. Inc. Money Purchase Pension Plan | - | 1 | - | - | - |
| 2007 | 1 | 1 | $0 | $0 | - |
| J.I. Macwilliam Co. Inc. Money Purchase Pension Plan | - | 1 | - | - | - |
| 2006 | 1 | 1 | $0 | $0 | - |
| J.I. Macwilliam Co. Inc. Money Purchase Pension Plan | - | 1 | - | - | - |
| 2005 | 1 | 1 | $1,655,214 | $0 | - |
| J.I. Macwilliam Co. Inc. Money Purchase Pension Plan | - | 1 | $1,655,214 | - | - |
| 2004 | 1 | 2 | $1,572,339 | $0 | - |
| J.I. Macwilliam Co. Inc. Money Purchase Pension Plan | - | 2 | $1,572,339 | - | - |
| 2003 | 1 | 3 | $0 | $0 | - |
| J.I. Macwilliam Co. Inc. Money Purchase Pension Plan | - | 3 | - | - | - |
| 2002 | 1 | 3 | $0 | $0 | - |
| J.I. Macwilliam Co. Inc. Money Purchase Pension Plan | - | 3 | - | - | - |
| 2001 | 1 | 5 | $0 | $0 | - |
| J.I. Macwilliam Co. Inc. Money Purchase Pension Plan | - | 5 | - | - | - |
| 2000 | 1 | 5 | $0 | $0 | - |
| J.I. Macwilliam Co. Inc. Money Purchase Pension Plan | - | 5 | - | - | - |
| 1999 | 1 | 5 | $1,541,174 | $50,415 | $10,083iApproximate average salary by contribution assumption: employee only about $252,075 at 4% or $168,050 at 6%; with 50% employer match about $168,050 at 4% or $112,033 at 6%; with 100% employer match about $126,038 at 4% or $84,025 at 6%. |
| J.I. Macwilliam Co. Inc. Money Purchase Pension Plan | - | 5 | $1,541,174 | $50,415 | $10,083iApproximate average salary by contribution assumption: employee only about $252,075 at 4% or $168,050 at 6%; with 50% employer match about $168,050 at 4% or $112,033 at 6%; with 100% employer match about $126,038 at 4% or $84,025 at 6%. |