Civic Intelligence

Wagner, Stott, Mercator Partners LP

Plan context: Wsm Pension Plan and Trust

EIN 13-3844233 • 14 filings • 7 plans

Current Snapshot

Latest Year

2003

2003 Participants

36

2003 Assets

$919,832

2003 Contributions

$2,428,479

Historical Graphs

Total Assets Over Time

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

$36,772,535$18,386,268$0199920012002YearValue
$919,832Latest year 2002

Participants Over Time

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

158790199920012002YearValue
36Latest year 2002

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
200330$0$0-
Wsm Pension Plan and Trust-0---
Wsm 401K Plan and Trust-0---
WAGNER STOTT MERCATOR LLC PROFIT SHARING /401K PLAN FKA CMJ PARTNERS LLC PS /401K PLAN-0---
2002336$919,832$0-
Wsm Pension Plan and Trust-0$919,832--
Wsm 401K Plan and Trust-0---
WAGNER STOTT MERCATOR LLC PROFIT SHARING 401K PLAN FKA CMJ PARTNERS LLC PROFIT SHARING 401K PLAN-36---
2001356$36,772,535$2,428,479$43,366iApproximate average salary by contribution assumption: employee only about $1,084,142 at 4% or $722,762 at 6%; with 50% employer match about $722,762 at 4% or $481,841 at 6%; with 100% employer match about $542,071 at 4% or $361,381 at 6%.
Wsm 401K Plan and Trust-0$19,564,815$2,175,384-
WAGNER STOTT MERCATOR LLC PROFIT SHARING/401K PLAN FKA CMJ PARTNERS LLC PROFIT SHARING/401K PLAN-56$13,637,884--
Wsm Pension Plan and Trust-0$3,569,836$253,095-
20003158$23,617,889$973,285$6,160iApproximate average salary by contribution assumption: employee only about $154,001 at 4% or $102,667 at 6%; with 50% employer match about $102,667 at 4% or $68,445 at 6%; with 100% employer match about $77,000 at 4% or $51,334 at 6%.
CMJ PARTNERS LLC PROFIT SHARING 401K PLAN-60$19,394,460--
Wsm Pension Plan and Trust-158$4,223,429$973,285$6,160iApproximate average salary by contribution assumption: employee only about $154,001 at 4% or $102,667 at 6%; with 50% employer match about $102,667 at 4% or $68,445 at 6%; with 100% employer match about $77,000 at 4% or $51,334 at 6%.
WAGNER STOTT MERCATOR LLC WELFARE BENEFIT PLAN-0---
19992158$32,807,812$2,600,418$16,458iApproximate average salary by contribution assumption: employee only about $411,459 at 4% or $274,306 at 6%; with 50% employer match about $274,306 at 4% or $182,870 at 6%; with 100% employer match about $205,729 at 4% or $137,153 at 6%.
Wsm 401K Plan and Trust-158$29,102,375$1,851,474$11,718iApproximate average salary by contribution assumption: employee only about $292,955 at 4% or $195,303 at 6%; with 50% employer match about $195,303 at 4% or $130,202 at 6%; with 100% employer match about $146,477 at 4% or $97,652 at 6%.
Wsm Pension Plan and Trust-158$3,705,437$748,944$4,740iApproximate average salary by contribution assumption: employee only about $118,504 at 4% or $79,003 at 6%; with 50% employer match about $79,003 at 4% or $52,668 at 6%; with 100% employer match about $59,252 at 4% or $39,501 at 6%.