Civic Intelligence

W.T. Chen & Company

Plan context: W.T. Chen & Company Inc. Retiremen T Savings Plan

EIN 04-2767550 • Marlborough, MA • 13 filings • 3 plans

5 Mount Royal AvenueMarlborough, MA 01752
Current Snapshot

Latest Year

2011

2011 Participants

46

2011 Assets

$4,919,095

2011 Contributions

$39,596

Historical Graphs

Total Assets Over Time

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

$4,988,962$2,494,481$0199920042010YearValue
$4,919,095Latest year 2010

Participants Over Time

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

95480199920052010YearValue
46Latest year 2010

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
201110$0$39,596-
W.T. Chen & Company Inc. Retiremen T Savings Plan-0$0$39,596-
2010146$4,919,095$205,922$4,477iApproximate average salary by contribution assumption: employee only about $111,914 at 4% or $74,609 at 6%; with 50% employer match about $74,609 at 4% or $49,740 at 6%; with 100% employer match about $55,957 at 4% or $37,305 at 6%.
W.T. Chen & Company Inc. Retiremen T Savings Plan-46$4,919,095$205,922$4,477iApproximate average salary by contribution assumption: employee only about $111,914 at 4% or $74,609 at 6%; with 50% employer match about $74,609 at 4% or $49,740 at 6%; with 100% employer match about $55,957 at 4% or $37,305 at 6%.
2009151$4,361,072$228,351$4,477iApproximate average salary by contribution assumption: employee only about $111,937 at 4% or $74,625 at 6%; with 50% employer match about $74,625 at 4% or $49,750 at 6%; with 100% employer match about $55,968 at 4% or $37,312 at 6%.
W.T. Chen & Company Inc. Retiremen T Savings Plan-51$4,361,072$228,351$4,477iApproximate average salary by contribution assumption: employee only about $111,937 at 4% or $74,625 at 6%; with 50% employer match about $74,625 at 4% or $49,750 at 6%; with 100% employer match about $55,968 at 4% or $37,312 at 6%.
2008120$3,433,223$170,339$8,517iApproximate average salary by contribution assumption: employee only about $212,924 at 4% or $141,949 at 6%; with 50% employer match about $141,949 at 4% or $94,633 at 6%; with 100% employer match about $106,462 at 4% or $70,975 at 6%.
W.T. Chen & Company Inc. Retiremen T Savings Plan-20$3,433,223$170,339$8,517iApproximate average salary by contribution assumption: employee only about $212,924 at 4% or $141,949 at 6%; with 50% employer match about $141,949 at 4% or $94,633 at 6%; with 100% employer match about $106,462 at 4% or $70,975 at 6%.
2007115$0$0-
W.T. Chen & Company Inc. Retiremen T Savings Plan-15---
2006112$4,988,962$163,632$13,636iApproximate average salary by contribution assumption: employee only about $340,900 at 4% or $227,267 at 6%; with 50% employer match about $227,267 at 4% or $151,511 at 6%; with 100% employer match about $170,450 at 4% or $113,633 at 6%.
W.T. Chen & Company Inc. Retiremen T Savings Plan-12$4,988,962$163,632$13,636iApproximate average salary by contribution assumption: employee only about $340,900 at 4% or $227,267 at 6%; with 50% employer match about $227,267 at 4% or $151,511 at 6%; with 100% employer match about $170,450 at 4% or $113,633 at 6%.
2005113$4,510,139$193,628$14,894iApproximate average salary by contribution assumption: employee only about $372,362 at 4% or $248,241 at 6%; with 50% employer match about $248,241 at 4% or $165,494 at 6%; with 100% employer match about $186,181 at 4% or $124,121 at 6%.
W.T. Chen & Company Inc. Retiremen T Savings Plan-13$4,510,139$193,628$14,894iApproximate average salary by contribution assumption: employee only about $372,362 at 4% or $248,241 at 6%; with 50% employer match about $248,241 at 4% or $165,494 at 6%; with 100% employer match about $186,181 at 4% or $124,121 at 6%.
2004119$4,630,732$166,185$8,747iApproximate average salary by contribution assumption: employee only about $218,664 at 4% or $145,776 at 6%; with 50% employer match about $145,776 at 4% or $97,184 at 6%; with 100% employer match about $109,332 at 4% or $72,888 at 6%.
W.T. Chen & Company Inc. Retiremen T Savings Plan-19$4,630,732$166,185$8,747iApproximate average salary by contribution assumption: employee only about $218,664 at 4% or $145,776 at 6%; with 50% employer match about $145,776 at 4% or $97,184 at 6%; with 100% employer match about $109,332 at 4% or $72,888 at 6%.
2003121$4,832,006$399,458$19,022iApproximate average salary by contribution assumption: employee only about $475,545 at 4% or $317,030 at 6%; with 50% employer match about $317,030 at 4% or $211,353 at 6%; with 100% employer match about $237,773 at 4% or $158,515 at 6%.
W.T. Chen & Company Inc. Retiremen T Savings Plan-21$4,832,006$399,458$19,022iApproximate average salary by contribution assumption: employee only about $475,545 at 4% or $317,030 at 6%; with 50% employer match about $317,030 at 4% or $211,353 at 6%; with 100% employer match about $237,773 at 4% or $158,515 at 6%.
2002192$4,077,591$652,910$7,097iApproximate average salary by contribution assumption: employee only about $177,421 at 4% or $118,281 at 6%; with 50% employer match about $118,281 at 4% or $78,854 at 6%; with 100% employer match about $88,711 at 4% or $59,140 at 6%.
W.T. Chen & Company Inc. Retiremen T Savings Plan-92$4,077,591$652,910$7,097iApproximate average salary by contribution assumption: employee only about $177,421 at 4% or $118,281 at 6%; with 50% employer match about $118,281 at 4% or $78,854 at 6%; with 100% employer match about $88,711 at 4% or $59,140 at 6%.
2001195$4,357,292$598,849$6,304iApproximate average salary by contribution assumption: employee only about $157,592 at 4% or $105,061 at 6%; with 50% employer match about $105,061 at 4% or $70,041 at 6%; with 100% employer match about $78,796 at 4% or $52,531 at 6%.
W.T. Chen & Company Inc. Retiremen T Savings Plan-95$4,357,292$598,849$6,304iApproximate average salary by contribution assumption: employee only about $157,592 at 4% or $105,061 at 6%; with 50% employer match about $105,061 at 4% or $70,041 at 6%; with 100% employer match about $78,796 at 4% or $52,531 at 6%.
2000189$4,440,303$442,674$4,974iApproximate average salary by contribution assumption: employee only about $124,347 at 4% or $82,898 at 6%; with 50% employer match about $82,898 at 4% or $55,265 at 6%; with 100% employer match about $62,173 at 4% or $41,449 at 6%.
W.T. Chen & Company Inc. Retiremen T Savings Plan-89$4,440,303$442,674$4,974iApproximate average salary by contribution assumption: employee only about $124,347 at 4% or $82,898 at 6%; with 50% employer match about $82,898 at 4% or $55,265 at 6%; with 100% employer match about $62,173 at 4% or $41,449 at 6%.
1999189$4,737,022$411,676$4,626iApproximate average salary by contribution assumption: employee only about $115,639 at 4% or $77,093 at 6%; with 50% employer match about $77,093 at 4% or $51,395 at 6%; with 100% employer match about $57,820 at 4% or $38,546 at 6%.
W.T. Chen & Company Inc. Retiremen T Savings Plan-89$4,737,022$411,676$4,626iApproximate average salary by contribution assumption: employee only about $115,639 at 4% or $77,093 at 6%; with 50% employer match about $77,093 at 4% or $51,395 at 6%; with 100% employer match about $57,820 at 4% or $38,546 at 6%.