Civic Intelligence

Wand & Goody LLP

Plan context: Wand & Goody LLP Cash Balance Plan

EIN 11-3186435 • Huntington, NY • 34 filings • 6 plans

1776 East Jericho TpkeSuite 3Huntington, NY 11743-5713
Current Snapshot

Latest Year

2018

2018 Participants

6

2018 Assets

$1,378,386

2018 Contributions

$35,418

Historical Graphs

Total Assets Over Time

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

$2,905,135$1,452,568$0200220102017YearValue
$1,378,386Latest year 2017

Participants Over Time

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

740200220102017YearValue
6Latest year 2017

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
201820$0$0-
Wand & Goody LLP Profit Sharing Plan-0$0$0-
Wand & Goody LLP Cash Balance Plan-0---
201726$1,378,386$0-
Wand & Goody LLP Cash Balance Plan-5$1,260,784--
Wand & Goody LLP Profit Sharing Plan-6$117,602$0-
201626$1,232,846$35,418$5,903iApproximate average salary by contribution assumption: employee only about $147,575 at 4% or $98,383 at 6%; with 50% employer match about $98,383 at 4% or $65,589 at 6%; with 100% employer match about $73,788 at 4% or $49,192 at 6%.
Wand & Goody LLP Cash Balance Plan-5$1,127,455$27,224$5,445iApproximate average salary by contribution assumption: employee only about $136,120 at 4% or $90,747 at 6%; with 50% employer match about $90,747 at 4% or $60,498 at 6%; with 100% employer match about $68,060 at 4% or $45,373 at 6%.
Wand & Goody LLP Profit Sharing Plan-6$105,391$8,194$1,366iApproximate average salary by contribution assumption: employee only about $34,142 at 4% or $22,761 at 6%; with 50% employer match about $22,761 at 4% or $15,174 at 6%; with 100% employer match about $17,071 at 4% or $11,381 at 6%.
201526$2,905,135$208,215$34,703iApproximate average salary by contribution assumption: employee only about $867,563 at 4% or $578,375 at 6%; with 50% employer match about $578,375 at 4% or $385,583 at 6%; with 100% employer match about $433,781 at 4% or $289,188 at 6%.
Wand & Goody LLP Cash Balance Plan-5$2,804,255$186,515$37,303iApproximate average salary by contribution assumption: employee only about $932,575 at 4% or $621,717 at 6%; with 50% employer match about $621,717 at 4% or $414,478 at 6%; with 100% employer match about $466,288 at 4% or $310,858 at 6%.
Wand & Goody LLP Profit Sharing Plan-6$100,880$21,700$3,617iApproximate average salary by contribution assumption: employee only about $90,417 at 4% or $60,278 at 6%; with 50% employer match about $60,278 at 4% or $40,185 at 6%; with 100% employer match about $45,208 at 4% or $30,139 at 6%.
201427$2,705,587$180,258$25,751iApproximate average salary by contribution assumption: employee only about $643,779 at 4% or $429,186 at 6%; with 50% employer match about $429,186 at 4% or $286,124 at 6%; with 100% employer match about $321,889 at 4% or $214,593 at 6%.
Wand & Goody LLP Cash Balance Plan-4$2,622,413$168,212$42,053iApproximate average salary by contribution assumption: employee only about $1,051,325 at 4% or $700,883 at 6%; with 50% employer match about $700,883 at 4% or $467,256 at 6%; with 100% employer match about $525,663 at 4% or $350,442 at 6%.
Wand & Goody LLP Profit Sharing Plan-7$83,174$12,046$1,721iApproximate average salary by contribution assumption: employee only about $43,021 at 4% or $28,681 at 6%; with 50% employer match about $28,681 at 4% or $19,121 at 6%; with 100% employer match about $21,511 at 4% or $14,340 at 6%.
201325$2,432,394$201,557$40,311iApproximate average salary by contribution assumption: employee only about $1,007,785 at 4% or $671,857 at 6%; with 50% employer match about $671,857 at 4% or $447,904 at 6%; with 100% employer match about $503,893 at 4% or $335,928 at 6%.
Wand & Goody LLP Cash Balance Plan-4$2,362,578$181,807$45,452iApproximate average salary by contribution assumption: employee only about $1,136,294 at 4% or $757,529 at 6%; with 50% employer match about $757,529 at 4% or $505,019 at 6%; with 100% employer match about $568,147 at 4% or $378,765 at 6%.
Wand & Goody LLP Profit Sharing Plan-5$69,816$19,750$3,950iApproximate average salary by contribution assumption: employee only about $98,750 at 4% or $65,833 at 6%; with 50% employer match about $65,833 at 4% or $43,889 at 6%; with 100% employer match about $49,375 at 4% or $32,917 at 6%.
201224$2,083,042$76,792$19,198iApproximate average salary by contribution assumption: employee only about $479,950 at 4% or $319,967 at 6%; with 50% employer match about $319,967 at 4% or $213,311 at 6%; with 100% employer match about $239,975 at 4% or $159,983 at 6%.
Wand & Goody LLP Cash Balance Plan-4$1,992,193$75,000$18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%.
Wand & Goody LLP Profit Sharing Plan-4$90,849$1,792$448iApproximate average salary by contribution assumption: employee only about $11,200 at 4% or $7,467 at 6%; with 50% employer match about $7,467 at 4% or $4,978 at 6%; with 100% employer match about $5,600 at 4% or $3,733 at 6%.
201124$1,784,451$98,694$24,674iApproximate average salary by contribution assumption: employee only about $616,838 at 4% or $411,225 at 6%; with 50% employer match about $411,225 at 4% or $274,150 at 6%; with 100% employer match about $308,419 at 4% or $205,613 at 6%.
Wand & Goody LLP Cash Balance Plan-3$1,703,984$97,319$32,440iApproximate average salary by contribution assumption: employee only about $810,992 at 4% or $540,661 at 6%; with 50% employer match about $540,661 at 4% or $360,441 at 6%; with 100% employer match about $405,496 at 4% or $270,331 at 6%.
Wand & Goody LLP Profit Sharing Plan-4$80,467$1,375$344iApproximate average salary by contribution assumption: employee only about $8,594 at 4% or $5,729 at 6%; with 50% employer match about $5,729 at 4% or $3,819 at 6%; with 100% employer match about $4,297 at 4% or $2,865 at 6%.
201023$1,669,169$84,447$28,149iApproximate average salary by contribution assumption: employee only about $703,725 at 4% or $469,150 at 6%; with 50% employer match about $469,150 at 4% or $312,767 at 6%; with 100% employer match about $351,863 at 4% or $234,575 at 6%.
Wand & Goody LLP Cash Balance Plan-2$1,586,028$79,350$39,675iApproximate average salary by contribution assumption: employee only about $991,875 at 4% or $661,250 at 6%; with 50% employer match about $661,250 at 4% or $440,833 at 6%; with 100% employer match about $495,938 at 4% or $330,625 at 6%.
Wand & Goody LLP Profit Sharing Plan-3$83,141$5,097$1,699iApproximate average salary by contribution assumption: employee only about $42,475 at 4% or $28,317 at 6%; with 50% employer match about $28,317 at 4% or $18,878 at 6%; with 100% employer match about $21,238 at 4% or $14,158 at 6%.
200923$1,448,714$99,999$33,333iApproximate average salary by contribution assumption: employee only about $833,325 at 4% or $555,550 at 6%; with 50% employer match about $555,550 at 4% or $370,367 at 6%; with 100% employer match about $416,663 at 4% or $277,775 at 6%.
Wand & Goody LLP Cash Balance Plan-2$1,376,189$95,711$47,856iApproximate average salary by contribution assumption: employee only about $1,196,388 at 4% or $797,592 at 6%; with 50% employer match about $797,592 at 4% or $531,728 at 6%; with 100% employer match about $598,194 at 4% or $398,796 at 6%.
Wand & Goody LLP Profit Sharing Plan-3$72,525$4,288$1,429iApproximate average salary by contribution assumption: employee only about $35,733 at 4% or $23,822 at 6%; with 50% employer match about $23,822 at 4% or $15,881 at 6%; with 100% employer match about $17,867 at 4% or $11,911 at 6%.
200822$1,237,948$84,283$42,142iApproximate average salary by contribution assumption: employee only about $1,053,538 at 4% or $702,358 at 6%; with 50% employer match about $702,358 at 4% or $468,239 at 6%; with 100% employer match about $526,769 at 4% or $351,179 at 6%.
Wand & Goody LLP Cash Balance Plan-2$1,162,803$78,460$39,230iApproximate average salary by contribution assumption: employee only about $980,750 at 4% or $653,833 at 6%; with 50% employer match about $653,833 at 4% or $435,889 at 6%; with 100% employer match about $490,375 at 4% or $326,917 at 6%.
Wand & Goody LLP Profit Sharing Plan-2$75,145$5,823$2,912iApproximate average salary by contribution assumption: employee only about $72,788 at 4% or $48,525 at 6%; with 50% employer match about $48,525 at 4% or $32,350 at 6%; with 100% employer match about $36,394 at 4% or $24,263 at 6%.
200723$0$0-
Wand & Goody LLP Profit Sharing Plan-3---
Wand & Goody LLP Cash Balance Plan-2---
200623$1,205,105$100,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
Wand & Goody LLP Cash Balance Plan-3$1,138,880$89,183$29,728iApproximate average salary by contribution assumption: employee only about $743,192 at 4% or $495,461 at 6%; with 50% employer match about $495,461 at 4% or $330,307 at 6%; with 100% employer match about $371,596 at 4% or $247,731 at 6%.
Wand & Goody LLP Profit Sharing Plan-3$66,225$10,817$3,606iApproximate average salary by contribution assumption: employee only about $90,142 at 4% or $60,094 at 6%; with 50% employer match about $60,094 at 4% or $40,063 at 6%; with 100% employer match about $45,071 at 4% or $30,047 at 6%.
200523$984,950$36,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
Wand & Goody LLP Cash Balance Plan-2$934,850$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Wand & Goody LLP Profit Sharing Plan-3$50,100$6,000$2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%.
200422$921,565$131,904$65,952iApproximate average salary by contribution assumption: employee only about $1,648,800 at 4% or $1,099,200 at 6%; with 50% employer match about $1,099,200 at 4% or $732,800 at 6%; with 100% employer match about $824,400 at 4% or $549,600 at 6%.
Wand & Goody LLP Cash Balance Plan-2$880,951$121,000$60,500iApproximate average salary by contribution assumption: employee only about $1,512,500 at 4% or $1,008,333 at 6%; with 50% employer match about $1,008,333 at 4% or $672,222 at 6%; with 100% employer match about $756,250 at 4% or $504,167 at 6%.
Wand & Goody LLP Profit Sharing Plan-2$40,614$10,904$5,452iApproximate average salary by contribution assumption: employee only about $136,300 at 4% or $90,867 at 6%; with 50% employer match about $90,867 at 4% or $60,578 at 6%; with 100% employer match about $68,150 at 4% or $45,433 at 6%.
200322$724,052$152,455$76,228iApproximate average salary by contribution assumption: employee only about $1,905,688 at 4% or $1,270,458 at 6%; with 50% employer match about $1,270,458 at 4% or $846,972 at 6%; with 100% employer match about $952,844 at 4% or $635,229 at 6%.
Wand & Goody LLP Cash Balance Plan-2$697,913$143,000$71,500iApproximate average salary by contribution assumption: employee only about $1,787,500 at 4% or $1,191,667 at 6%; with 50% employer match about $1,191,667 at 4% or $794,444 at 6%; with 100% employer match about $893,750 at 4% or $595,833 at 6%.
Wand & Goody LLP Profit Sharing Plan-2$26,139$9,455$4,728iApproximate average salary by contribution assumption: employee only about $118,188 at 4% or $78,792 at 6%; with 50% employer match about $78,792 at 4% or $52,528 at 6%; with 100% employer match about $59,094 at 4% or $39,396 at 6%.
200222$484,257$270,915$135,458iApproximate average salary by contribution assumption: employee only about $3,386,438 at 4% or $2,257,625 at 6%; with 50% employer match about $2,257,625 at 4% or $1,505,083 at 6%; with 100% employer match about $1,693,219 at 4% or $1,128,813 at 6%.
Wand & Goody LLP Cash Balance Plan-2$473,581$262,000$131,000iApproximate average salary by contribution assumption: employee only about $3,275,000 at 4% or $2,183,333 at 6%; with 50% employer match about $2,183,333 at 4% or $1,455,556 at 6%; with 100% employer match about $1,637,500 at 4% or $1,091,667 at 6%.
Wand & Goody LLP Profit Sharing Plan-2$10,676$8,915$4,458iApproximate average salary by contribution assumption: employee only about $111,438 at 4% or $74,292 at 6%; with 50% employer match about $74,292 at 4% or $49,528 at 6%; with 100% employer match about $55,719 at 4% or $37,146 at 6%.