Civic Intelligence

Wagner & Wagner Associates Ltd.

Plan context: Wagner & Wagner Associates Ltd. Defined Benefit Pension Plan

EIN 11-3078116 • Amityville, NY • 20 filings • 6 plans

230A BroadwayAmityville, NY 11701
Current Snapshot

Latest Year

2019

2019 Participants

2

2019 Assets

$4,918,203

2019 Contributions

$177,644

Historical Graphs

Total Assets Over Time

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

$4,918,203$2,459,102$0200120112019YearValue
$4,918,203Latest year 2019

Participants Over Time

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

320200120052008YearValue
2Latest year 2008

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
201910$4,918,203$0-
Wagner & Wagner Associates Ltd. Defined Benefit Pension Plan-0$4,918,203$0-
201810$4,526,640$0-
Wagner & Wagner Associates Ltd. Defined Benefit Pension Plan-0$4,526,640$0-
201710$4,194,004$0-
Wagner & Wagner Associates Ltd. Defined Benefit Pension Plan-0$4,194,004$0-
201610$3,790,991$0-
Wagner & Wagner Associates Ltd. Defined Benefit Pension Plan-0$3,790,991$0-
201510$3,435,365$0-
Wagner & Wagner Associates Ltd. Defined Benefit Pension Plan-0$3,435,365$0-
201410$3,080,412$0-
Wagner & Wagner Associates Ltd. Defined Benefit Pension Plan-0$3,080,412$0-
201310$2,881,229$0-
Wagner & Wagner Associates Ltd. Defined Benefit Pension Plan-0$2,881,229$0-
201210$2,246,565$0-
Wagner & Wagner Associates Ltd. Defined Benefit Pension Plan-0$2,246,565$0-
201110$2,166,540$0-
Wagner & Wagner Associates Ltd. Defined Benefit Pension Plan-0$2,166,540$0-
201010$2,167,849$177,644-
Wagner & Wagner Associates Ltd. Defined Benefit Pension Plan-0$2,167,849$177,644-
200910$1,826,530$170,510-
Wagner & Wagner Associates Ltd. Defined Benefit Pension Plan-0$1,826,530$170,510-
200812$1,383,605$150,550$75,275iApproximate average salary by contribution assumption: employee only about $1,881,875 at 4% or $1,254,583 at 6%; with 50% employer match about $1,254,583 at 4% or $836,389 at 6%; with 100% employer match about $940,938 at 4% or $627,292 at 6%.
Wagner & Wagner Associates Ltd. Defined Benefit Pension Plan-2$1,383,605$150,550$75,275iApproximate average salary by contribution assumption: employee only about $1,881,875 at 4% or $1,254,583 at 6%; with 50% employer match about $1,254,583 at 4% or $836,389 at 6%; with 100% employer match about $940,938 at 4% or $627,292 at 6%.
200713$0$0-
Wagner & Wagner Associates Ltd. Defined Benefit Pension Plan-3---
200613$1,560,480$239,955$79,985iApproximate average salary by contribution assumption: employee only about $1,999,625 at 4% or $1,333,083 at 6%; with 50% employer match about $1,333,083 at 4% or $888,722 at 6%; with 100% employer match about $999,813 at 4% or $666,542 at 6%.
Wagner & Wagner Associates Ltd. Defined Benefit Pension Plan-3$1,560,480$239,955$79,985iApproximate average salary by contribution assumption: employee only about $1,999,625 at 4% or $1,333,083 at 6%; with 50% employer match about $1,333,083 at 4% or $888,722 at 6%; with 100% employer match about $999,813 at 4% or $666,542 at 6%.
200513$1,160,615$239,190$79,730iApproximate average salary by contribution assumption: employee only about $1,993,250 at 4% or $1,328,833 at 6%; with 50% employer match about $1,328,833 at 4% or $885,889 at 6%; with 100% employer match about $996,625 at 4% or $664,417 at 6%.
Wagner & Wagner Associates Ltd. Defined Benefit Pension Plan-3$1,160,615$239,190$79,730iApproximate average salary by contribution assumption: employee only about $1,993,250 at 4% or $1,328,833 at 6%; with 50% employer match about $1,328,833 at 4% or $885,889 at 6%; with 100% employer match about $996,625 at 4% or $664,417 at 6%.
200413$858,448$225,412$75,137iApproximate average salary by contribution assumption: employee only about $1,878,433 at 4% or $1,252,289 at 6%; with 50% employer match about $1,252,289 at 4% or $834,859 at 6%; with 100% employer match about $939,217 at 4% or $626,144 at 6%.
Wagner & Wagner Associates Ltd. Defined Benefit Pension Plan-3$858,448$225,412$75,137iApproximate average salary by contribution assumption: employee only about $1,878,433 at 4% or $1,252,289 at 6%; with 50% employer match about $1,252,289 at 4% or $834,859 at 6%; with 100% employer match about $939,217 at 4% or $626,144 at 6%.
200312$564,685$240,136$120,068iApproximate average salary by contribution assumption: employee only about $3,001,700 at 4% or $2,001,133 at 6%; with 50% employer match about $2,001,133 at 4% or $1,334,089 at 6%; with 100% employer match about $1,500,850 at 4% or $1,000,567 at 6%.
Wagner & Wagner Associates Ltd. Defined Benefit Pension Plan-2$564,685$240,136$120,068iApproximate average salary by contribution assumption: employee only about $3,001,700 at 4% or $2,001,133 at 6%; with 50% employer match about $2,001,133 at 4% or $1,334,089 at 6%; with 100% employer match about $1,500,850 at 4% or $1,000,567 at 6%.
200222$292,953$292,953$146,477iApproximate average salary by contribution assumption: employee only about $3,661,913 at 4% or $2,441,275 at 6%; with 50% employer match about $2,441,275 at 4% or $1,627,517 at 6%; with 100% employer match about $1,830,956 at 4% or $1,220,638 at 6%.
Wagner & Wagner Associates Ltd. Defined Benefit Pension Plan-2$292,953$292,953$146,477iApproximate average salary by contribution assumption: employee only about $3,661,913 at 4% or $2,441,275 at 6%; with 50% employer match about $2,441,275 at 4% or $1,627,517 at 6%; with 100% employer match about $1,830,956 at 4% or $1,220,638 at 6%.
Wagner & Wagner Associates Ltd. Defined Benefit Pension Plan-0---
200112$30,922$30,922$15,461iApproximate average salary by contribution assumption: employee only about $386,525 at 4% or $257,683 at 6%; with 50% employer match about $257,683 at 4% or $171,789 at 6%; with 100% employer match about $193,263 at 4% or $128,842 at 6%.
WAGNER & WAGNER ASSOCIATES, LTD. PROFIT SHARING PLAN-2$30,922$30,922$15,461iApproximate average salary by contribution assumption: employee only about $386,525 at 4% or $257,683 at 6%; with 50% employer match about $257,683 at 4% or $171,789 at 6%; with 100% employer match about $193,263 at 4% or $128,842 at 6%.