Wharton Management Group Inc.
Plan context: Wharton Management Group Inc. 401K Savings Plan
EIN 13-3135324 • New York, NY • 11 filings • 1 plans
Current Snapshot
Latest Year
2009
2009 Participants
1
2009 Assets
$2,126
2009 Contributions
$8,702
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 | 0 | $0 | $0 | - |
| Wharton Management Group Inc. 401K Savings Plan | - | 0 | $0 | $0 | - |
| 2008 | 1 | 0 | $2,126 | $0 | - |
| Wharton Management Group Inc. 401K Savings Plan | - | 0 | $2,126 | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| Wharton Management Group Inc. 401K Savings Plan | - | 0 | - | - | - |
| 2006 | 1 | 0 | $2,126 | $0 | - |
| Wharton Management Group Inc. 401K Savings Plan | - | 0 | $2,126 | - | - |
| 2005 | 1 | 0 | $10,189 | $0 | - |
| Wharton Management Group Inc. 401K Savings Plan | - | 0 | $10,189 | - | - |
| 2004 | 1 | 0 | $9,899 | $0 | - |
| Wharton Management Group Inc. 401K Savings Plan | - | 0 | $9,899 | - | - |
| 2003 | 1 | 1 | $9,796 | $0 | - |
| Wharton Management Group Inc. 401K Savings Plan | - | 1 | $9,796 | - | - |
| 2002 | 1 | 1 | $13,194 | $0 | - |
| Wharton Management Group Inc. 401K Savings Plan | - | 1 | $13,194 | - | - |
| 2001 | 1 | 1 | $0 | $0 | - |
| Wharton Management Group Inc. 401K Savings Plan | - | 1 | - | - | - |
| 2000 | 1 | 3 | $55,533 | $8,702 | $2,901iApproximate average salary by contribution assumption: employee only about $72,517 at 4% or $48,344 at 6%; with 50% employer match about $48,344 at 4% or $32,230 at 6%; with 100% employer match about $36,258 at 4% or $24,172 at 6%. |
| Wharton Management Group Inc. 401K Savings Plan | - | 3 | $55,533 | $8,702 | $2,901iApproximate average salary by contribution assumption: employee only about $72,517 at 4% or $48,344 at 6%; with 50% employer match about $48,344 at 4% or $32,230 at 6%; with 100% employer match about $36,258 at 4% or $24,172 at 6%. |
| 1999 | 1 | 3 | $50,783 | $6,700 | $2,233iApproximate average salary by contribution assumption: employee only about $55,833 at 4% or $37,222 at 6%; with 50% employer match about $37,222 at 4% or $24,815 at 6%; with 100% employer match about $27,917 at 4% or $18,611 at 6%. |
| Wharton Management Group Inc. 401K Savings Plan | - | 3 | $50,783 | $6,700 | $2,233iApproximate average salary by contribution assumption: employee only about $55,833 at 4% or $37,222 at 6%; with 50% employer match about $37,222 at 4% or $24,815 at 6%; with 100% employer match about $27,917 at 4% or $18,611 at 6%. |