Civic Intelligence

Wilfrid Charles MD

Plan context: Wilfred Charles Money Purchase Trust

EIN 13-3404733 • 3 filings • 2 plans

Current Snapshot

Latest Year

2001

2001 Participants

1

2001 Assets

$334,502

2001 Contributions

$71,840

Historical Graphs

Total Assets Over Time

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

$334,502$167,251$019992000YearValue
$334,502Latest year 2000

Participants Over Time

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

110199920002001YearValue
1Latest year 2001

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
200111$0$0-
Wilfred Charles Money Purchase Trust-1---
200011$334,502$71,840$71,840iApproximate average salary by contribution assumption: employee only about $1,796,000 at 4% or $1,197,333 at 6%; with 50% employer match about $1,197,333 at 4% or $798,222 at 6%; with 100% employer match about $898,000 at 4% or $598,667 at 6%.
Wilfred Charles Money Purchase Trust-1$334,502$71,840$71,840iApproximate average salary by contribution assumption: employee only about $1,796,000 at 4% or $1,197,333 at 6%; with 50% employer match about $1,197,333 at 4% or $798,222 at 6%; with 100% employer match about $898,000 at 4% or $598,667 at 6%.
199911$307,502$60,789$60,789iApproximate average salary by contribution assumption: employee only about $1,519,725 at 4% or $1,013,150 at 6%; with 50% employer match about $1,013,150 at 4% or $675,433 at 6%; with 100% employer match about $759,863 at 4% or $506,575 at 6%.
Wilfred Charles Money Purchase Trust-1$307,502$60,789$60,789iApproximate average salary by contribution assumption: employee only about $1,519,725 at 4% or $1,013,150 at 6%; with 50% employer match about $1,013,150 at 4% or $675,433 at 6%; with 100% employer match about $759,863 at 4% or $506,575 at 6%.