Civic Intelligence

Jeffrey S Ween & Associates

Plan context: Jeffrey S Ween Pension Plan and Trust

EIN 13-3062875 • New York, NY • 17 filings • 3 plans

150 Broadway Ste 1920New York, NY 10038-4362
Current Snapshot

Latest Year

2015

2015 Participants

5

2015 Assets

$99,598

2015 Contributions

$25,000

Historical Graphs

Total Assets Over Time

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

$2,797,889$1,398,945$0199920092015YearValue
$99,598Latest year 2015

Participants Over Time

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

840199920072015YearValue
5Latest 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
201515$99,598$25,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Jeffrey S Ween Pension Plan and Trust-5$99,598$25,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
201416$2,797,889$52,000$8,667iApproximate average salary by contribution assumption: employee only about $216,667 at 4% or $144,444 at 6%; with 50% employer match about $144,444 at 4% or $96,296 at 6%; with 100% employer match about $108,333 at 4% or $72,222 at 6%.
Jeffrey S Ween Pension Plan and Trust-6$2,797,889$52,000$8,667iApproximate average salary by contribution assumption: employee only about $216,667 at 4% or $144,444 at 6%; with 50% employer match about $144,444 at 4% or $96,296 at 6%; with 100% employer match about $108,333 at 4% or $72,222 at 6%.
201315$2,435,430$0-
Jeffrey S Ween Pension Plan and Trust-5$2,435,430--
201218$2,175,680$53,180$6,648iApproximate average salary by contribution assumption: employee only about $166,188 at 4% or $110,792 at 6%; with 50% employer match about $110,792 at 4% or $73,861 at 6%; with 100% employer match about $83,094 at 4% or $55,396 at 6%.
Jeffrey S Ween Pension Plan and Trust-8$2,175,680$53,180$6,648iApproximate average salary by contribution assumption: employee only about $166,188 at 4% or $110,792 at 6%; with 50% employer match about $110,792 at 4% or $73,861 at 6%; with 100% employer match about $83,094 at 4% or $55,396 at 6%.
201118$1,998,386$89,191$11,149iApproximate average salary by contribution assumption: employee only about $278,722 at 4% or $185,815 at 6%; with 50% employer match about $185,815 at 4% or $123,876 at 6%; with 100% employer match about $139,361 at 4% or $92,907 at 6%.
Jeffrey S Ween Pension Plan and Trust-8$1,998,386$89,191$11,149iApproximate average salary by contribution assumption: employee only about $278,722 at 4% or $185,815 at 6%; with 50% employer match about $185,815 at 4% or $123,876 at 6%; with 100% employer match about $139,361 at 4% or $92,907 at 6%.
201013$1,765,149$66,613$22,204iApproximate average salary by contribution assumption: employee only about $555,108 at 4% or $370,072 at 6%; with 50% employer match about $370,072 at 4% or $246,715 at 6%; with 100% employer match about $277,554 at 4% or $185,036 at 6%.
Jeffrey S Ween Pension Plan and Trust-3$1,765,149$66,613$22,204iApproximate average salary by contribution assumption: employee only about $555,108 at 4% or $370,072 at 6%; with 50% employer match about $370,072 at 4% or $246,715 at 6%; with 100% employer match about $277,554 at 4% or $185,036 at 6%.
200911$1,513,752$51,694$51,694iApproximate average salary by contribution assumption: employee only about $1,292,350 at 4% or $861,567 at 6%; with 50% employer match about $861,567 at 4% or $574,378 at 6%; with 100% employer match about $646,175 at 4% or $430,783 at 6%.
Jeffrey S Ween Pension Plan and Trust-1$1,513,752$51,694$51,694iApproximate average salary by contribution assumption: employee only about $1,292,350 at 4% or $861,567 at 6%; with 50% employer match about $861,567 at 4% or $574,378 at 6%; with 100% employer match about $646,175 at 4% or $430,783 at 6%.
200812$0$0-
Jeffrey S Ween Pension Plan and Trust-2---
200712$0$0-
Jeffrey S Ween Pension Plan and Trust-2---
200611$1,107,660$129$129iApproximate average salary by contribution assumption: employee only about $3,225 at 4% or $2,150 at 6%; with 50% employer match about $2,150 at 4% or $1,433 at 6%; with 100% employer match about $1,613 at 4% or $1,075 at 6%.
Jeffrey S Ween Pension Plan and Trust-1$1,107,660$129$129iApproximate average salary by contribution assumption: employee only about $3,225 at 4% or $2,150 at 6%; with 50% employer match about $2,150 at 4% or $1,433 at 6%; with 100% employer match about $1,613 at 4% or $1,075 at 6%.
200511$1,068,549$116,225$116,225iApproximate average salary by contribution assumption: employee only about $2,905,625 at 4% or $1,937,083 at 6%; with 50% employer match about $1,937,083 at 4% or $1,291,389 at 6%; with 100% employer match about $1,452,813 at 4% or $968,542 at 6%.
Jeffrey S Ween Pension Plan and Trust-1$1,068,549$116,225$116,225iApproximate average salary by contribution assumption: employee only about $2,905,625 at 4% or $1,937,083 at 6%; with 50% employer match about $1,937,083 at 4% or $1,291,389 at 6%; with 100% employer match about $1,452,813 at 4% or $968,542 at 6%.
200412$827,680$36,007$18,004iApproximate average salary by contribution assumption: employee only about $450,088 at 4% or $300,058 at 6%; with 50% employer match about $300,058 at 4% or $200,039 at 6%; with 100% employer match about $225,044 at 4% or $150,029 at 6%.
Jeffrey S Ween Pension Plan and Trust-2$827,680$36,007$18,004iApproximate average salary by contribution assumption: employee only about $450,088 at 4% or $300,058 at 6%; with 50% employer match about $300,058 at 4% or $200,039 at 6%; with 100% employer match about $225,044 at 4% or $150,029 at 6%.
200312$761,237$55,972$27,986iApproximate average salary by contribution assumption: employee only about $699,650 at 4% or $466,433 at 6%; with 50% employer match about $466,433 at 4% or $310,956 at 6%; with 100% employer match about $349,825 at 4% or $233,217 at 6%.
Jeffrey S Ween Pension Plan and Trust-2$761,237$55,972$27,986iApproximate average salary by contribution assumption: employee only about $699,650 at 4% or $466,433 at 6%; with 50% employer match about $466,433 at 4% or $310,956 at 6%; with 100% employer match about $349,825 at 4% or $233,217 at 6%.
200211$0$0-
Jeffrey S Ween Pension Plan and Trust-1---
200111$0$0-
Jeffrey S Ween Pension Plan and Trust-1---
200011$834,712$30,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Jeffrey S Ween Pension Plan and Trust-1$834,712$30,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
199911$780,341$30,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Jeffrey S Ween Pension Plan and Trust-1$780,341$30,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.