Civic Intelligence

Wright Investors Service Holdings

Plan context: Wright Investors Service Plan

EIN 13-4005439 • Greenwich, CT • 9 filings • 2 plans

177 West Putnam AveGreenwich, CT 06830
Current Snapshot

Latest Year

2018

2018 Participants

26

2018 Assets

$116,399

2018 Contributions

$110,819

Historical Graphs

Total Assets Over Time

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

$4,358,894$2,179,447$0201020142018YearValue
$116,399Latest year 2018

Participants Over Time

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

46230201020142017YearValue
26Latest 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
201810$116,399$110,819-
Wright Investors Service Plan-0$116,399$110,819-
2017126$4,304,414$197,778$7,607iApproximate average salary by contribution assumption: employee only about $190,171 at 4% or $126,781 at 6%; with 50% employer match about $126,781 at 4% or $84,521 at 6%; with 100% employer match about $95,086 at 4% or $63,390 at 6%.
Wright Investors Service Plan-26$4,304,414$197,778$7,607iApproximate average salary by contribution assumption: employee only about $190,171 at 4% or $126,781 at 6%; with 50% employer match about $126,781 at 4% or $84,521 at 6%; with 100% employer match about $95,086 at 4% or $63,390 at 6%.
2016129$3,686,672$205,162$7,075iApproximate average salary by contribution assumption: employee only about $176,864 at 4% or $117,909 at 6%; with 50% employer match about $117,909 at 4% or $78,606 at 6%; with 100% employer match about $88,432 at 4% or $58,955 at 6%.
Wright Investors Service Plan-29$3,686,672$205,162$7,075iApproximate average salary by contribution assumption: employee only about $176,864 at 4% or $117,909 at 6%; with 50% employer match about $117,909 at 4% or $78,606 at 6%; with 100% employer match about $88,432 at 4% or $58,955 at 6%.
2015126$3,496,338$234,039$9,002iApproximate average salary by contribution assumption: employee only about $225,038 at 4% or $150,025 at 6%; with 50% employer match about $150,025 at 4% or $100,017 at 6%; with 100% employer match about $112,519 at 4% or $75,013 at 6%.
Wright Investors Service Plan-26$3,496,338$234,039$9,002iApproximate average salary by contribution assumption: employee only about $225,038 at 4% or $150,025 at 6%; with 50% employer match about $150,025 at 4% or $100,017 at 6%; with 100% employer match about $112,519 at 4% or $75,013 at 6%.
2014146$4,358,894$295,332$6,420iApproximate average salary by contribution assumption: employee only about $160,507 at 4% or $107,004 at 6%; with 50% employer match about $107,004 at 4% or $71,336 at 6%; with 100% employer match about $80,253 at 4% or $53,502 at 6%.
Wright Investors Service Plan-46$4,358,894$295,332$6,420iApproximate average salary by contribution assumption: employee only about $160,507 at 4% or $107,004 at 6%; with 50% employer match about $107,004 at 4% or $71,336 at 6%; with 100% employer match about $80,253 at 4% or $53,502 at 6%.
2013139$4,026,772$3,572,216$91,595iApproximate average salary by contribution assumption: employee only about $2,289,882 at 4% or $1,526,588 at 6%; with 50% employer match about $1,526,588 at 4% or $1,017,725 at 6%; with 100% employer match about $1,144,941 at 4% or $763,294 at 6%.
Wright Investors Service Plan-39$4,026,772$3,572,216$91,595iApproximate average salary by contribution assumption: employee only about $2,289,882 at 4% or $1,526,588 at 6%; with 50% employer match about $1,526,588 at 4% or $1,017,725 at 6%; with 100% employer match about $1,144,941 at 4% or $763,294 at 6%.
201212$220,649$25,193$12,597iApproximate average salary by contribution assumption: employee only about $314,913 at 4% or $209,942 at 6%; with 50% employer match about $209,942 at 4% or $139,961 at 6%; with 100% employer match about $157,456 at 4% or $104,971 at 6%.
Wright Investors Service Plan-2$220,649$25,193$12,597iApproximate average salary by contribution assumption: employee only about $314,913 at 4% or $209,942 at 6%; with 50% employer match about $209,942 at 4% or $139,961 at 6%; with 100% employer match about $157,456 at 4% or $104,971 at 6%.
201112$395,437$34,671$17,336iApproximate average salary by contribution assumption: employee only about $433,388 at 4% or $288,925 at 6%; with 50% employer match about $288,925 at 4% or $192,617 at 6%; with 100% employer match about $216,694 at 4% or $144,463 at 6%.
Wright Investors Service Plan-2$395,437$34,671$17,336iApproximate average salary by contribution assumption: employee only about $433,388 at 4% or $288,925 at 6%; with 50% employer match about $288,925 at 4% or $192,617 at 6%; with 100% employer match about $216,694 at 4% or $144,463 at 6%.
201013$491,450$50,993$16,998iApproximate average salary by contribution assumption: employee only about $424,942 at 4% or $283,294 at 6%; with 50% employer match about $283,294 at 4% or $188,863 at 6%; with 100% employer match about $212,471 at 4% or $141,647 at 6%.
Wright Investors Service Plan-3$491,450$50,993$16,998iApproximate average salary by contribution assumption: employee only about $424,942 at 4% or $283,294 at 6%; with 50% employer match about $283,294 at 4% or $188,863 at 6%; with 100% employer match about $212,471 at 4% or $141,647 at 6%.