Civic Intelligence

J. Hans Stumm

Plan context: J. Hans Stumm Money Purchase Plan

EIN 04-2875696 • Newton Center, MA • 18 filings • 2 plans

10 Langley Road, Suite 301Newton Center, MA 02459-1972
Current Snapshot

Latest Year

2016

2016 Participants

4

2016 Assets

$5,149,668

2016 Contributions

$86,113

Historical Graphs

Total Assets Over Time

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

$5,222,050$2,611,025$0199920072015YearValue
$5,149,668Latest year 2015

Participants Over Time

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

420199920072015YearValue
4Latest year 2015

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
201610$0$0-
J. Hans Stumm Money Purchase Plan-0$0$0-
201514$5,149,668$86,113$21,528iApproximate average salary by contribution assumption: employee only about $538,206 at 4% or $358,804 at 6%; with 50% employer match about $358,804 at 4% or $239,203 at 6%; with 100% employer match about $269,103 at 4% or $179,402 at 6%.
J. Hans Stumm Money Purchase Plan-4$5,149,668$86,113$21,528iApproximate average salary by contribution assumption: employee only about $538,206 at 4% or $358,804 at 6%; with 50% employer match about $358,804 at 4% or $239,203 at 6%; with 100% employer match about $269,103 at 4% or $179,402 at 6%.
201414$5,222,050$72,423$18,106iApproximate average salary by contribution assumption: employee only about $452,644 at 4% or $301,763 at 6%; with 50% employer match about $301,763 at 4% or $201,175 at 6%; with 100% employer match about $226,322 at 4% or $150,881 at 6%.
J. Hans Stumm Money Purchase Plan-4$5,222,050$72,423$18,106iApproximate average salary by contribution assumption: employee only about $452,644 at 4% or $301,763 at 6%; with 50% employer match about $301,763 at 4% or $201,175 at 6%; with 100% employer match about $226,322 at 4% or $150,881 at 6%.
201314$4,856,035$406,119$101,530iApproximate average salary by contribution assumption: employee only about $2,538,244 at 4% or $1,692,163 at 6%; with 50% employer match about $1,692,163 at 4% or $1,128,108 at 6%; with 100% employer match about $1,269,122 at 4% or $846,081 at 6%.
J. Hans Stumm Money Purchase Plan-4$4,856,035$406,119$101,530iApproximate average salary by contribution assumption: employee only about $2,538,244 at 4% or $1,692,163 at 6%; with 50% employer match about $1,692,163 at 4% or $1,128,108 at 6%; with 100% employer match about $1,269,122 at 4% or $846,081 at 6%.
201211$3,906,373$50,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
J. Hans Stumm Money Purchase Plan-1$3,906,373$50,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
201112$3,547,850$51,500$25,750iApproximate average salary by contribution assumption: employee only about $643,750 at 4% or $429,167 at 6%; with 50% employer match about $429,167 at 4% or $286,111 at 6%; with 100% employer match about $321,875 at 4% or $214,583 at 6%.
J. Hans Stumm Money Purchase Plan-2$3,547,850$51,500$25,750iApproximate average salary by contribution assumption: employee only about $643,750 at 4% or $429,167 at 6%; with 50% employer match about $429,167 at 4% or $286,111 at 6%; with 100% employer match about $321,875 at 4% or $214,583 at 6%.
201012$3,546,258$59,187$29,594iApproximate average salary by contribution assumption: employee only about $739,838 at 4% or $493,225 at 6%; with 50% employer match about $493,225 at 4% or $328,817 at 6%; with 100% employer match about $369,919 at 4% or $246,613 at 6%.
J. Hans Stumm Money Purchase Plan-2$3,546,258$59,187$29,594iApproximate average salary by contribution assumption: employee only about $739,838 at 4% or $493,225 at 6%; with 50% employer match about $493,225 at 4% or $328,817 at 6%; with 100% employer match about $369,919 at 4% or $246,613 at 6%.
200912$3,197,553$60,173$30,087iApproximate average salary by contribution assumption: employee only about $752,163 at 4% or $501,442 at 6%; with 50% employer match about $501,442 at 4% or $334,294 at 6%; with 100% employer match about $376,081 at 4% or $250,721 at 6%.
J. Hans Stumm Money Purchase Plan-2$3,197,553$60,173$30,087iApproximate average salary by contribution assumption: employee only about $752,163 at 4% or $501,442 at 6%; with 50% employer match about $501,442 at 4% or $334,294 at 6%; with 100% employer match about $376,081 at 4% or $250,721 at 6%.
200812$2,489,080$57,673$28,837iApproximate average salary by contribution assumption: employee only about $720,913 at 4% or $480,608 at 6%; with 50% employer match about $480,608 at 4% or $320,406 at 6%; with 100% employer match about $360,456 at 4% or $240,304 at 6%.
J. Hans Stumm Money Purchase Plan-2$2,489,080$57,673$28,837iApproximate average salary by contribution assumption: employee only about $720,913 at 4% or $480,608 at 6%; with 50% employer match about $480,608 at 4% or $320,406 at 6%; with 100% employer match about $360,456 at 4% or $240,304 at 6%.
200712$3,486,371$53,050$26,525iApproximate average salary by contribution assumption: employee only about $663,125 at 4% or $442,083 at 6%; with 50% employer match about $442,083 at 4% or $294,722 at 6%; with 100% employer match about $331,563 at 4% or $221,042 at 6%.
J. Hans Stumm Money Purchase Plan-2$3,486,371$53,050$26,525iApproximate average salary by contribution assumption: employee only about $663,125 at 4% or $442,083 at 6%; with 50% employer match about $442,083 at 4% or $294,722 at 6%; with 100% employer match about $331,563 at 4% or $221,042 at 6%.
200612$3,187,229$53,188$26,594iApproximate average salary by contribution assumption: employee only about $664,850 at 4% or $443,233 at 6%; with 50% employer match about $443,233 at 4% or $295,489 at 6%; with 100% employer match about $332,425 at 4% or $221,617 at 6%.
J. Hans Stumm Money Purchase Plan-2$3,187,229$53,188$26,594iApproximate average salary by contribution assumption: employee only about $664,850 at 4% or $443,233 at 6%; with 50% employer match about $443,233 at 4% or $295,489 at 6%; with 100% employer match about $332,425 at 4% or $221,617 at 6%.
200512$2,852,290$50,747$25,374iApproximate average salary by contribution assumption: employee only about $634,338 at 4% or $422,892 at 6%; with 50% employer match about $422,892 at 4% or $281,928 at 6%; with 100% employer match about $317,169 at 4% or $211,446 at 6%.
J. Hans Stumm Money Purchase Plan-2$2,852,290$50,747$25,374iApproximate average salary by contribution assumption: employee only about $634,338 at 4% or $422,892 at 6%; with 50% employer match about $422,892 at 4% or $281,928 at 6%; with 100% employer match about $317,169 at 4% or $211,446 at 6%.
200412$2,598,717$1,691,568$845,784iApproximate average salary by contribution assumption: employee only about $21,144,600 at 4% or $14,096,400 at 6%; with 50% employer match about $14,096,400 at 4% or $9,397,600 at 6%; with 100% employer match about $10,572,300 at 4% or $7,048,200 at 6%.
J. Hans Stumm Money Purchase Plan-2$2,598,717$1,691,568$845,784iApproximate average salary by contribution assumption: employee only about $21,144,600 at 4% or $14,096,400 at 6%; with 50% employer match about $14,096,400 at 4% or $9,397,600 at 6%; with 100% employer match about $10,572,300 at 4% or $7,048,200 at 6%.
200312$689,309$43,850$21,925iApproximate average salary by contribution assumption: employee only about $548,125 at 4% or $365,417 at 6%; with 50% employer match about $365,417 at 4% or $243,611 at 6%; with 100% employer match about $274,063 at 4% or $182,708 at 6%.
J. Hans Stumm Money Purchase Plan-2$689,309$43,850$21,925iApproximate average salary by contribution assumption: employee only about $548,125 at 4% or $365,417 at 6%; with 50% employer match about $365,417 at 4% or $243,611 at 6%; with 100% employer match about $274,063 at 4% or $182,708 at 6%.
200214$472,776$43,800$10,950iApproximate average salary by contribution assumption: employee only about $273,750 at 4% or $182,500 at 6%; with 50% employer match about $182,500 at 4% or $121,667 at 6%; with 100% employer match about $136,875 at 4% or $91,250 at 6%.
J. Hans Stumm Money Purchase Plan-4$472,776$43,800$10,950iApproximate average salary by contribution assumption: employee only about $273,750 at 4% or $182,500 at 6%; with 50% employer match about $182,500 at 4% or $121,667 at 6%; with 100% employer match about $136,875 at 4% or $91,250 at 6%.
200112$509,036$37,197$18,599iApproximate average salary by contribution assumption: employee only about $464,963 at 4% or $309,975 at 6%; with 50% employer match about $309,975 at 4% or $206,650 at 6%; with 100% employer match about $232,481 at 4% or $154,988 at 6%.
J. Hans Stumm Money Purchase Plan-2$509,036$37,197$18,599iApproximate average salary by contribution assumption: employee only about $464,963 at 4% or $309,975 at 6%; with 50% employer match about $309,975 at 4% or $206,650 at 6%; with 100% employer match about $232,481 at 4% or $154,988 at 6%.
200012$557,313$32,250$16,125iApproximate average salary by contribution assumption: employee only about $403,125 at 4% or $268,750 at 6%; with 50% employer match about $268,750 at 4% or $179,167 at 6%; with 100% employer match about $201,563 at 4% or $134,375 at 6%.
J. Hans Stumm Money Purchase Plan-2$557,313$32,250$16,125iApproximate average salary by contribution assumption: employee only about $403,125 at 4% or $268,750 at 6%; with 50% employer match about $268,750 at 4% or $179,167 at 6%; with 100% employer match about $201,563 at 4% or $134,375 at 6%.
199912$596,377$31,441$15,721iApproximate average salary by contribution assumption: employee only about $393,013 at 4% or $262,008 at 6%; with 50% employer match about $262,008 at 4% or $174,672 at 6%; with 100% employer match about $196,506 at 4% or $131,004 at 6%.
J. Hans Stumm Money Purchase Plan-2$596,377$31,441$15,721iApproximate average salary by contribution assumption: employee only about $393,013 at 4% or $262,008 at 6%; with 50% employer match about $262,008 at 4% or $174,672 at 6%; with 100% employer match about $196,506 at 4% or $131,004 at 6%.