Civic Intelligence

Matthew S. Wunder

Plan context: Matthew S. Wunder Incentive Savings Trust

EIN 06-1376555 • Westport, CT • 17 filings • 1 plans

274 Riverside Avenue, Suite 4Westport, CT 06880
Current Snapshot

Latest Year

2021

2021 Participants

11

2021 Assets

$4,253,988

2021 Contributions

$242,972

Historical Graphs

Total Assets Over Time

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

$4,253,988$2,126,994$0200520142021YearValue
$4,253,988Latest year 2021

Participants Over Time

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

1160200520132021YearValue
11Latest year 2021

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
2021111$4,253,988$242,972$22,088iApproximate average salary by contribution assumption: employee only about $552,209 at 4% or $368,139 at 6%; with 50% employer match about $368,139 at 4% or $245,426 at 6%; with 100% employer match about $276,105 at 4% or $184,070 at 6%.
Matthew S. Wunder Incentive Savings Trust-11$4,253,988$242,972$22,088iApproximate average salary by contribution assumption: employee only about $552,209 at 4% or $368,139 at 6%; with 50% employer match about $368,139 at 4% or $245,426 at 6%; with 100% employer match about $276,105 at 4% or $184,070 at 6%.
2020110$3,393,739$219,762$21,976iApproximate average salary by contribution assumption: employee only about $549,405 at 4% or $366,270 at 6%; with 50% employer match about $366,270 at 4% or $244,180 at 6%; with 100% employer match about $274,703 at 4% or $183,135 at 6%.
Matthew S. Wunder Incentive Savings Trust-10$3,393,739$219,762$21,976iApproximate average salary by contribution assumption: employee only about $549,405 at 4% or $366,270 at 6%; with 50% employer match about $366,270 at 4% or $244,180 at 6%; with 100% employer match about $274,703 at 4% or $183,135 at 6%.
2019111$2,770,946$225,134$20,467iApproximate average salary by contribution assumption: employee only about $511,668 at 4% or $341,112 at 6%; with 50% employer match about $341,112 at 4% or $227,408 at 6%; with 100% employer match about $255,834 at 4% or $170,556 at 6%.
Matthew S. Wunder Incentive Savings Trust-11$2,770,946$225,134$20,467iApproximate average salary by contribution assumption: employee only about $511,668 at 4% or $341,112 at 6%; with 50% employer match about $341,112 at 4% or $227,408 at 6%; with 100% employer match about $255,834 at 4% or $170,556 at 6%.
201818$2,404,000$154,651$19,331iApproximate average salary by contribution assumption: employee only about $483,284 at 4% or $322,190 at 6%; with 50% employer match about $322,190 at 4% or $214,793 at 6%; with 100% employer match about $241,642 at 4% or $161,095 at 6%.
Matthew S. Wunder Incentive Savings Trust-8$2,404,000$154,651$19,331iApproximate average salary by contribution assumption: employee only about $483,284 at 4% or $322,190 at 6%; with 50% employer match about $322,190 at 4% or $214,793 at 6%; with 100% employer match about $241,642 at 4% or $161,095 at 6%.
201719$2,343,015$205,347$22,816iApproximate average salary by contribution assumption: employee only about $570,408 at 4% or $380,272 at 6%; with 50% employer match about $380,272 at 4% or $253,515 at 6%; with 100% employer match about $285,204 at 4% or $190,136 at 6%.
Matthew S. Wunder Incentive Savings Trust-9$2,343,015$205,347$22,816iApproximate average salary by contribution assumption: employee only about $570,408 at 4% or $380,272 at 6%; with 50% employer match about $380,272 at 4% or $253,515 at 6%; with 100% employer match about $285,204 at 4% or $190,136 at 6%.
201619$1,831,937$174,366$19,374iApproximate average salary by contribution assumption: employee only about $484,350 at 4% or $322,900 at 6%; with 50% employer match about $322,900 at 4% or $215,267 at 6%; with 100% employer match about $242,175 at 4% or $161,450 at 6%.
Matthew S. Wunder Incentive Savings Trust-9$1,831,937$174,366$19,374iApproximate average salary by contribution assumption: employee only about $484,350 at 4% or $322,900 at 6%; with 50% employer match about $322,900 at 4% or $215,267 at 6%; with 100% employer match about $242,175 at 4% or $161,450 at 6%.
201519$1,722,434$160,433$17,826iApproximate average salary by contribution assumption: employee only about $445,647 at 4% or $297,098 at 6%; with 50% employer match about $297,098 at 4% or $198,065 at 6%; with 100% employer match about $222,824 at 4% or $148,549 at 6%.
Matthew S. Wunder Incentive Savings Trust-9$1,722,434$160,433$17,826iApproximate average salary by contribution assumption: employee only about $445,647 at 4% or $297,098 at 6%; with 50% employer match about $297,098 at 4% or $198,065 at 6%; with 100% employer match about $222,824 at 4% or $148,549 at 6%.
201419$1,517,819$151,690$16,854iApproximate average salary by contribution assumption: employee only about $421,361 at 4% or $280,907 at 6%; with 50% employer match about $280,907 at 4% or $187,272 at 6%; with 100% employer match about $210,681 at 4% or $140,454 at 6%.
Matthew S. Wunder Incentive Savings Trust-9$1,517,819$151,690$16,854iApproximate average salary by contribution assumption: employee only about $421,361 at 4% or $280,907 at 6%; with 50% employer match about $280,907 at 4% or $187,272 at 6%; with 100% employer match about $210,681 at 4% or $140,454 at 6%.
201317$1,262,686$122,891$17,556iApproximate average salary by contribution assumption: employee only about $438,896 at 4% or $292,598 at 6%; with 50% employer match about $292,598 at 4% or $195,065 at 6%; with 100% employer match about $219,448 at 4% or $146,299 at 6%.
Matthew S. Wunder Incentive Savings Trust-7$1,262,686$122,891$17,556iApproximate average salary by contribution assumption: employee only about $438,896 at 4% or $292,598 at 6%; with 50% employer match about $292,598 at 4% or $195,065 at 6%; with 100% employer match about $219,448 at 4% or $146,299 at 6%.
201217$986,722$133,885$19,126iApproximate average salary by contribution assumption: employee only about $478,161 at 4% or $318,774 at 6%; with 50% employer match about $318,774 at 4% or $212,516 at 6%; with 100% employer match about $239,080 at 4% or $159,387 at 6%.
Matthew S. Wunder Incentive Savings Trust-7$986,722$133,885$19,126iApproximate average salary by contribution assumption: employee only about $478,161 at 4% or $318,774 at 6%; with 50% employer match about $318,774 at 4% or $212,516 at 6%; with 100% employer match about $239,080 at 4% or $159,387 at 6%.
201118$816,269$249,969$31,246iApproximate average salary by contribution assumption: employee only about $781,153 at 4% or $520,769 at 6%; with 50% employer match about $520,769 at 4% or $347,179 at 6%; with 100% employer match about $390,577 at 4% or $260,384 at 6%.
Matthew S. Wunder Incentive Savings Trust-8$816,269$249,969$31,246iApproximate average salary by contribution assumption: employee only about $781,153 at 4% or $520,769 at 6%; with 50% employer match about $520,769 at 4% or $347,179 at 6%; with 100% employer match about $390,577 at 4% or $260,384 at 6%.
201016$572,877$118,323$19,721iApproximate average salary by contribution assumption: employee only about $493,013 at 4% or $328,675 at 6%; with 50% employer match about $328,675 at 4% or $219,117 at 6%; with 100% employer match about $246,506 at 4% or $164,338 at 6%.
Matthew S. Wunder Incentive Savings Trust-6$572,877$118,323$19,721iApproximate average salary by contribution assumption: employee only about $493,013 at 4% or $328,675 at 6%; with 50% employer match about $328,675 at 4% or $219,117 at 6%; with 100% employer match about $246,506 at 4% or $164,338 at 6%.
200916$398,661$100,087$16,681iApproximate average salary by contribution assumption: employee only about $417,029 at 4% or $278,019 at 6%; with 50% employer match about $278,019 at 4% or $185,346 at 6%; with 100% employer match about $208,515 at 4% or $139,010 at 6%.
Matthew S. Wunder Incentive Savings Trust-6$398,661$100,087$16,681iApproximate average salary by contribution assumption: employee only about $417,029 at 4% or $278,019 at 6%; with 50% employer match about $278,019 at 4% or $185,346 at 6%; with 100% employer match about $208,515 at 4% or $139,010 at 6%.
200815$0$0-
Matthew S. Wunder Incentive Savings Trust-5---
200714$250,158$82,303$20,576iApproximate average salary by contribution assumption: employee only about $514,394 at 4% or $342,929 at 6%; with 50% employer match about $342,929 at 4% or $228,619 at 6%; with 100% employer match about $257,197 at 4% or $171,465 at 6%.
Matthew S. Wunder Incentive Savings Trust-4$250,158$82,303$20,576iApproximate average salary by contribution assumption: employee only about $514,394 at 4% or $342,929 at 6%; with 50% employer match about $342,929 at 4% or $228,619 at 6%; with 100% employer match about $257,197 at 4% or $171,465 at 6%.
200613$152,909$70,912$23,637iApproximate average salary by contribution assumption: employee only about $590,933 at 4% or $393,956 at 6%; with 50% employer match about $393,956 at 4% or $262,637 at 6%; with 100% employer match about $295,467 at 4% or $196,978 at 6%.
Matthew S. Wunder Incentive Savings Trust-3$152,909$70,912$23,637iApproximate average salary by contribution assumption: employee only about $590,933 at 4% or $393,956 at 6%; with 50% employer match about $393,956 at 4% or $262,637 at 6%; with 100% employer match about $295,467 at 4% or $196,978 at 6%.
200512$65,169$62,126$31,063iApproximate average salary by contribution assumption: employee only about $776,575 at 4% or $517,717 at 6%; with 50% employer match about $517,717 at 4% or $345,144 at 6%; with 100% employer match about $388,288 at 4% or $258,858 at 6%.
Matthew S. Wunder Incentive Savings Trust-2$65,169$62,126$31,063iApproximate average salary by contribution assumption: employee only about $776,575 at 4% or $517,717 at 6%; with 50% employer match about $517,717 at 4% or $345,144 at 6%; with 100% employer match about $388,288 at 4% or $258,858 at 6%.