Theresa B. Carmichael
Plan context: Vanguard Money Purchase Pension/ Profit Sharing and Franklin Templeton Sep Ira
EIN 04-3157248 • Bedford, MA • 7 filings • 4 plans
Current Snapshot
Latest Year
2009
2009 Participants
2
2009 Assets
$325,035
2009 Contributions
$26,012
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 |
|---|---|---|---|---|---|
| 2009 | 1 | 2 | $325,035 | $26,012 | $13,006iApproximate average salary by contribution assumption: employee only about $325,150 at 4% or $216,767 at 6%; with 50% employer match about $216,767 at 4% or $144,511 at 6%; with 100% employer match about $162,575 at 4% or $108,383 at 6%. |
| Vanguard Money Purchase Pension/ Profit Sharing and Franklin Templeton Sep Ira | - | 2 | $325,035 | $26,012 | $13,006iApproximate average salary by contribution assumption: employee only about $325,150 at 4% or $216,767 at 6%; with 50% employer match about $216,767 at 4% or $144,511 at 6%; with 100% employer match about $162,575 at 4% or $108,383 at 6%. |
| 2008 | 1 | 2 | $267,631 | $23,840 | $11,920iApproximate average salary by contribution assumption: employee only about $298,000 at 4% or $198,667 at 6%; with 50% employer match about $198,667 at 4% or $132,444 at 6%; with 100% employer match about $149,000 at 4% or $99,333 at 6%. |
| Vanguard Money Purchase Pension/ Profit Sharing and Franklin Templeton Sep Ira | - | 2 | $267,631 | $23,840 | $11,920iApproximate average salary by contribution assumption: employee only about $298,000 at 4% or $198,667 at 6%; with 50% employer match about $198,667 at 4% or $132,444 at 6%; with 100% employer match about $149,000 at 4% or $99,333 at 6%. |
| 2007 | 1 | 2 | $306,052 | $30,129 | $15,065iApproximate average salary by contribution assumption: employee only about $376,613 at 4% or $251,075 at 6%; with 50% employer match about $251,075 at 4% or $167,383 at 6%; with 100% employer match about $188,306 at 4% or $125,538 at 6%. |
| Vanguard Money Purchase Pension/ Profit Sharing and Franklin Templeton Sep Ira | - | 2 | $306,052 | $30,129 | $15,065iApproximate average salary by contribution assumption: employee only about $376,613 at 4% or $251,075 at 6%; with 50% employer match about $251,075 at 4% or $167,383 at 6%; with 100% employer match about $188,306 at 4% or $125,538 at 6%. |
| 2006 | 1 | 2 | $270,646 | $28,644 | $14,322iApproximate average salary by contribution assumption: employee only about $358,050 at 4% or $238,700 at 6%; with 50% employer match about $238,700 at 4% or $159,133 at 6%; with 100% employer match about $179,025 at 4% or $119,350 at 6%. |
| Vanguard Money Purchase Pension/ Profit Sharing and Franklin Templeton Sep Ira | - | 2 | $270,646 | $28,644 | $14,322iApproximate average salary by contribution assumption: employee only about $358,050 at 4% or $238,700 at 6%; with 50% employer match about $238,700 at 4% or $159,133 at 6%; with 100% employer match about $179,025 at 4% or $119,350 at 6%. |
| 2005 | 1 | 2 | $179,668 | $25,102 | $12,551iApproximate average salary by contribution assumption: employee only about $313,775 at 4% or $209,183 at 6%; with 50% employer match about $209,183 at 4% or $139,456 at 6%; with 100% employer match about $156,888 at 4% or $104,592 at 6%. |
| Vanguard Money Purchase Pension/ Profit Sharing and Franklin Templeton Sep Ira | - | 2 | $179,668 | $25,102 | $12,551iApproximate average salary by contribution assumption: employee only about $313,775 at 4% or $209,183 at 6%; with 50% employer match about $209,183 at 4% or $139,456 at 6%; with 100% employer match about $156,888 at 4% or $104,592 at 6%. |
| 2004 | 1 | 2 | $121,134 | $26,588 | $13,294iApproximate average salary by contribution assumption: employee only about $332,350 at 4% or $221,567 at 6%; with 50% employer match about $221,567 at 4% or $147,711 at 6%; with 100% employer match about $166,175 at 4% or $110,783 at 6%. |
| Vanguard Money Purchase Pension/ Profit Sharing and Franklin Templeton Sep Ira | - | 2 | $121,134 | $26,588 | $13,294iApproximate average salary by contribution assumption: employee only about $332,350 at 4% or $221,567 at 6%; with 50% employer match about $221,567 at 4% or $147,711 at 6%; with 100% employer match about $166,175 at 4% or $110,783 at 6%. |
| 2003 | 1 | 2 | $0 | $0 | - |
| Vanguard Money Purchase Pension/ Profit Sharing and Franklin Templeton Sep Ira | - | 2 | - | - | - |