Civic Intelligence

Washburn & Mcgoldrick Inc.

Plan context: Washburn & Mcgoldrick Inc. Defined Contribution Plan & Trust

EIN 14-1786004 • Latham, NY • 17 filings • 4 plans

950 New Loudon Road, Suite 210Latham, NY 12110
Current Snapshot

Latest Year

2014

2014 Participants

6

2014 Assets

$3,521,449

2014 Contributions

$533,250

Historical Graphs

Total Assets Over Time

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

$3,521,449$1,760,725$0199920072014YearValue
$3,521,449Latest year 2014

Participants Over Time

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

630199920072014YearValue
6Latest year 2014

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
201416$3,521,449$533,250$88,875iApproximate average salary by contribution assumption: employee only about $2,221,875 at 4% or $1,481,250 at 6%; with 50% employer match about $1,481,250 at 4% or $987,500 at 6%; with 100% employer match about $1,110,938 at 4% or $740,625 at 6%.
Washburn & Mcgoldrick Inc. Defined Contribution Plan & Trust-6$3,521,449$533,250$88,875iApproximate average salary by contribution assumption: employee only about $2,221,875 at 4% or $1,481,250 at 6%; with 50% employer match about $1,481,250 at 4% or $987,500 at 6%; with 100% employer match about $1,110,938 at 4% or $740,625 at 6%.
201316$3,141,507$521,000$86,833iApproximate average salary by contribution assumption: employee only about $2,170,833 at 4% or $1,447,222 at 6%; with 50% employer match about $1,447,222 at 4% or $964,815 at 6%; with 100% employer match about $1,085,417 at 4% or $723,611 at 6%.
Washburn & Mcgoldrick Inc. Defined Contribution Plan & Trust-6$3,141,507$521,000$86,833iApproximate average salary by contribution assumption: employee only about $2,170,833 at 4% or $1,447,222 at 6%; with 50% employer match about $1,447,222 at 4% or $964,815 at 6%; with 100% employer match about $1,085,417 at 4% or $723,611 at 6%.
201214$2,575,589$319,000$79,750iApproximate average salary by contribution assumption: employee only about $1,993,750 at 4% or $1,329,167 at 6%; with 50% employer match about $1,329,167 at 4% or $886,111 at 6%; with 100% employer match about $996,875 at 4% or $664,583 at 6%.
Washburn & Mcgoldrick Inc. Defined Contribution Plan & Trust-4$2,575,589$319,000$79,750iApproximate average salary by contribution assumption: employee only about $1,993,750 at 4% or $1,329,167 at 6%; with 50% employer match about $1,329,167 at 4% or $886,111 at 6%; with 100% employer match about $996,875 at 4% or $664,583 at 6%.
201114$2,219,596$300,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
Washburn & Mcgoldrick Inc. Defined Contribution Plan & Trust-4$2,219,596$300,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
201014$2,099,200$304,175$76,044iApproximate average salary by contribution assumption: employee only about $1,901,094 at 4% or $1,267,396 at 6%; with 50% employer match about $1,267,396 at 4% or $844,931 at 6%; with 100% employer match about $950,547 at 4% or $633,698 at 6%.
Washburn & Mcgoldrick Inc. Defined Contribution Plan & Trust-4$2,099,200$304,175$76,044iApproximate average salary by contribution assumption: employee only about $1,901,094 at 4% or $1,267,396 at 6%; with 50% employer match about $1,267,396 at 4% or $844,931 at 6%; with 100% employer match about $950,547 at 4% or $633,698 at 6%.
200914$1,796,676$243,050$60,763iApproximate average salary by contribution assumption: employee only about $1,519,063 at 4% or $1,012,708 at 6%; with 50% employer match about $1,012,708 at 4% or $675,139 at 6%; with 100% employer match about $759,531 at 4% or $506,354 at 6%.
Washburn & Mcgoldrick Inc. Defined Contribution Plan & Trust-4$1,796,676$243,050$60,763iApproximate average salary by contribution assumption: employee only about $1,519,063 at 4% or $1,012,708 at 6%; with 50% employer match about $1,012,708 at 4% or $675,139 at 6%; with 100% employer match about $759,531 at 4% or $506,354 at 6%.
200814$1,388,501$142,987$35,747iApproximate average salary by contribution assumption: employee only about $893,669 at 4% or $595,779 at 6%; with 50% employer match about $595,779 at 4% or $397,186 at 6%; with 100% employer match about $446,834 at 4% or $297,890 at 6%.
Washburn & Mcgoldrick Inc. Defined Contribution Plan & Trust-4$1,388,501$142,987$35,747iApproximate average salary by contribution assumption: employee only about $893,669 at 4% or $595,779 at 6%; with 50% employer match about $595,779 at 4% or $397,186 at 6%; with 100% employer match about $446,834 at 4% or $297,890 at 6%.
200714$1,714,510$133,825$33,456iApproximate average salary by contribution assumption: employee only about $836,406 at 4% or $557,604 at 6%; with 50% employer match about $557,604 at 4% or $371,736 at 6%; with 100% employer match about $418,203 at 4% or $278,802 at 6%.
Washburn & Mcgoldrick Inc. Defined Contribution Plan & Trust-4$1,714,510$133,825$33,456iApproximate average salary by contribution assumption: employee only about $836,406 at 4% or $557,604 at 6%; with 50% employer match about $557,604 at 4% or $371,736 at 6%; with 100% employer match about $418,203 at 4% or $278,802 at 6%.
200614$1,396,843$128,000$32,000iApproximate average salary by contribution assumption: employee only about $800,000 at 4% or $533,333 at 6%; with 50% employer match about $533,333 at 4% or $355,556 at 6%; with 100% employer match about $400,000 at 4% or $266,667 at 6%.
Washburn & Mcgoldrick Inc. Defined Contribution Plan & Trust-4$1,396,843$128,000$32,000iApproximate average salary by contribution assumption: employee only about $800,000 at 4% or $533,333 at 6%; with 50% employer match about $533,333 at 4% or $355,556 at 6%; with 100% employer match about $400,000 at 4% or $266,667 at 6%.
200513$1,077,702$95,250$31,750iApproximate average salary by contribution assumption: employee only about $793,750 at 4% or $529,167 at 6%; with 50% employer match about $529,167 at 4% or $352,778 at 6%; with 100% employer match about $396,875 at 4% or $264,583 at 6%.
Washburn & Mcgoldrick Inc. Defined Contribution Plan & Trust-3$1,077,702$95,250$31,750iApproximate average salary by contribution assumption: employee only about $793,750 at 4% or $529,167 at 6%; with 50% employer match about $529,167 at 4% or $352,778 at 6%; with 100% employer match about $396,875 at 4% or $264,583 at 6%.
200413$881,816$92,500$30,833iApproximate average salary by contribution assumption: employee only about $770,833 at 4% or $513,889 at 6%; with 50% employer match about $513,889 at 4% or $342,593 at 6%; with 100% employer match about $385,417 at 4% or $256,944 at 6%.
Washburn & Mcgoldrick Inc. Defined Contribution Plan & Trust-3$881,816$92,500$30,833iApproximate average salary by contribution assumption: employee only about $770,833 at 4% or $513,889 at 6%; with 50% employer match about $513,889 at 4% or $342,593 at 6%; with 100% employer match about $385,417 at 4% or $256,944 at 6%.
200313$678,289$91,250$30,417iApproximate average salary by contribution assumption: employee only about $760,417 at 4% or $506,944 at 6%; with 50% employer match about $506,944 at 4% or $337,963 at 6%; with 100% employer match about $380,208 at 4% or $253,472 at 6%.
Washburn & Mcgoldrick Inc. Defined Contribution Plan & Trust-3$678,289$91,250$30,417iApproximate average salary by contribution assumption: employee only about $760,417 at 4% or $506,944 at 6%; with 50% employer match about $506,944 at 4% or $337,963 at 6%; with 100% employer match about $380,208 at 4% or $253,472 at 6%.
200213$458,528$86,000$28,667iApproximate average salary by contribution assumption: employee only about $716,667 at 4% or $477,778 at 6%; with 50% employer match about $477,778 at 4% or $318,519 at 6%; with 100% employer match about $358,333 at 4% or $238,889 at 6%.
Washburn & Mcgoldrick Inc. Defined Contribution Plan & Trust-3$458,528$86,000$28,667iApproximate average salary by contribution assumption: employee only about $716,667 at 4% or $477,778 at 6%; with 50% employer match about $477,778 at 4% or $318,519 at 6%; with 100% employer match about $358,333 at 4% or $238,889 at 6%.
200113$0$0-
Washburn & Mcgoldrick Inc. Defined Contribution Plan & Trust-3---
200013$335,483$73,341$24,447iApproximate average salary by contribution assumption: employee only about $611,175 at 4% or $407,450 at 6%; with 50% employer match about $407,450 at 4% or $271,633 at 6%; with 100% employer match about $305,588 at 4% or $203,725 at 6%.
Washburn & Mcgoldrick Inc. Defined Contribution Plan & Trust-3$335,483$73,341$24,447iApproximate average salary by contribution assumption: employee only about $611,175 at 4% or $407,450 at 6%; with 50% employer match about $407,450 at 4% or $271,633 at 6%; with 100% employer match about $305,588 at 4% or $203,725 at 6%.
199923$269,845$67,742$22,581iApproximate average salary by contribution assumption: employee only about $564,517 at 4% or $376,344 at 6%; with 50% employer match about $376,344 at 4% or $250,896 at 6%; with 100% employer match about $282,258 at 4% or $188,172 at 6%.
Washburn & Mcgoldrick Inc. Defined Contribution Plan & Trust-3$269,845$67,742$22,581iApproximate average salary by contribution assumption: employee only about $564,517 at 4% or $376,344 at 6%; with 50% employer match about $376,344 at 4% or $250,896 at 6%; with 100% employer match about $282,258 at 4% or $188,172 at 6%.
Washburn & Mcgoldrick Inc. Discretionary Contribution Plan & Trust-0---