Civic Intelligence

Egger & Leegant

Plan context: Jo Anne Leegant/Jan P. Egger Target Benefit Pension Trust

EIN 16-1327010 • Rochester, NY • 17 filings • 6 plans

55 Eastland AveRochester, NY 14618
Current Snapshot

Latest Year

2015

2015 Participants

2

2015 Assets

$43,690

2015 Contributions

$41,188

Historical Graphs

Total Assets Over Time

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

$1,435,067$717,534$0199920082014YearValue
$43,690Latest year 2014

Participants Over Time

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

420199920072014YearValue
2Latest 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
201510$0$0-
Jo Anne Leegant/Jan P. Egger Target Benefit Pension Trust-0$0$0-
201412$43,690$41,188$20,594iApproximate average salary by contribution assumption: employee only about $514,850 at 4% or $343,233 at 6%; with 50% employer match about $343,233 at 4% or $228,822 at 6%; with 100% employer match about $257,425 at 4% or $171,617 at 6%.
Jo Anne Leegant/Jan P. Egger Target Benefit Pension Trust-2$43,690$41,188$20,594iApproximate average salary by contribution assumption: employee only about $514,850 at 4% or $343,233 at 6%; with 50% employer match about $343,233 at 4% or $228,822 at 6%; with 100% employer match about $257,425 at 4% or $171,617 at 6%.
201313$1,435,067$7,416$2,472iApproximate average salary by contribution assumption: employee only about $61,800 at 4% or $41,200 at 6%; with 50% employer match about $41,200 at 4% or $27,467 at 6%; with 100% employer match about $30,900 at 4% or $20,600 at 6%.
Jo Anne Leegant/Jan P. Egger Target Benefit Pension Trust-3$1,435,067$7,416$2,472iApproximate average salary by contribution assumption: employee only about $61,800 at 4% or $41,200 at 6%; with 50% employer match about $41,200 at 4% or $27,467 at 6%; with 100% employer match about $30,900 at 4% or $20,600 at 6%.
201214$1,368,680$40,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Jo Anne Leegant/Jan P. Egger Target Benefit Pension Trust-4$1,368,680$40,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
201114$1,214,435$70,986$17,747iApproximate average salary by contribution assumption: employee only about $443,663 at 4% or $295,775 at 6%; with 50% employer match about $295,775 at 4% or $197,183 at 6%; with 100% employer match about $221,831 at 4% or $147,888 at 6%.
Jo Anne Leegant/Jan P. Egger Target Benefit Pension Trust-4$1,214,435$70,986$17,747iApproximate average salary by contribution assumption: employee only about $443,663 at 4% or $295,775 at 6%; with 50% employer match about $295,775 at 4% or $197,183 at 6%; with 100% employer match about $221,831 at 4% or $147,888 at 6%.
201014$1,178,927$74,828$18,707iApproximate average salary by contribution assumption: employee only about $467,675 at 4% or $311,783 at 6%; with 50% employer match about $311,783 at 4% or $207,856 at 6%; with 100% employer match about $233,838 at 4% or $155,892 at 6%.
Jo Anne Leegant/Jan P. Egger Target Benefit Pension Trust-4$1,178,927$74,828$18,707iApproximate average salary by contribution assumption: employee only about $467,675 at 4% or $311,783 at 6%; with 50% employer match about $311,783 at 4% or $207,856 at 6%; with 100% employer match about $233,838 at 4% or $155,892 at 6%.
200914$1,044,263$116,245$29,061iApproximate average salary by contribution assumption: employee only about $726,531 at 4% or $484,354 at 6%; with 50% employer match about $484,354 at 4% or $322,903 at 6%; with 100% employer match about $363,266 at 4% or $242,177 at 6%.
Jo Anne Leegant/Jan P. Egger Target Benefit Pension Trust-4$1,044,263$116,245$29,061iApproximate average salary by contribution assumption: employee only about $726,531 at 4% or $484,354 at 6%; with 50% employer match about $484,354 at 4% or $322,903 at 6%; with 100% employer match about $363,266 at 4% or $242,177 at 6%.
200814$830,600$109,947$27,487iApproximate average salary by contribution assumption: employee only about $687,169 at 4% or $458,113 at 6%; with 50% employer match about $458,113 at 4% or $305,408 at 6%; with 100% employer match about $343,584 at 4% or $229,056 at 6%.
Jo Anne Leegant/Jan P. Egger Target Benefit Pension Trust-4$830,600$109,947$27,487iApproximate average salary by contribution assumption: employee only about $687,169 at 4% or $458,113 at 6%; with 50% employer match about $458,113 at 4% or $305,408 at 6%; with 100% employer match about $343,584 at 4% or $229,056 at 6%.
200714$914,539$108,028$27,007iApproximate average salary by contribution assumption: employee only about $675,175 at 4% or $450,117 at 6%; with 50% employer match about $450,117 at 4% or $300,078 at 6%; with 100% employer match about $337,588 at 4% or $225,058 at 6%.
Jo Anne Leegant/Jan P. Egger Target Benefit Pension Trust-4$914,539$108,028$27,007iApproximate average salary by contribution assumption: employee only about $675,175 at 4% or $450,117 at 6%; with 50% employer match about $450,117 at 4% or $300,078 at 6%; with 100% employer match about $337,588 at 4% or $225,058 at 6%.
200614$771,329$95,186$23,797iApproximate average salary by contribution assumption: employee only about $594,913 at 4% or $396,608 at 6%; with 50% employer match about $396,608 at 4% or $264,406 at 6%; with 100% employer match about $297,456 at 4% or $198,304 at 6%.
Jo Anne Leegant/Jan P. Egger Target Benefit Pension Trust-4$771,329$95,186$23,797iApproximate average salary by contribution assumption: employee only about $594,913 at 4% or $396,608 at 6%; with 50% employer match about $396,608 at 4% or $264,406 at 6%; with 100% employer match about $297,456 at 4% or $198,304 at 6%.
200514$629,111$99,186$24,797iApproximate average salary by contribution assumption: employee only about $619,913 at 4% or $413,275 at 6%; with 50% employer match about $413,275 at 4% or $275,517 at 6%; with 100% employer match about $309,956 at 4% or $206,638 at 6%.
Jo Anne Leegant/Jan P. Egger Target Benefit Pension Trust-4$629,111$99,186$24,797iApproximate average salary by contribution assumption: employee only about $619,913 at 4% or $413,275 at 6%; with 50% employer match about $413,275 at 4% or $275,517 at 6%; with 100% employer match about $309,956 at 4% or $206,638 at 6%.
200414$489,125$96,427$24,107iApproximate average salary by contribution assumption: employee only about $602,669 at 4% or $401,779 at 6%; with 50% employer match about $401,779 at 4% or $267,853 at 6%; with 100% employer match about $301,334 at 4% or $200,890 at 6%.
Jo Anne Leegant/Jan P. Egger Target Benefit Pension Trust-4$489,125$96,427$24,107iApproximate average salary by contribution assumption: employee only about $602,669 at 4% or $401,779 at 6%; with 50% employer match about $401,779 at 4% or $267,853 at 6%; with 100% employer match about $301,334 at 4% or $200,890 at 6%.
200314$372,630$76,156$19,039iApproximate average salary by contribution assumption: employee only about $475,975 at 4% or $317,317 at 6%; with 50% employer match about $317,317 at 4% or $211,544 at 6%; with 100% employer match about $237,988 at 4% or $158,658 at 6%.
Jo Anne Leegant/Jan P. Egger Target Benefit Pension Trust-4$372,630$76,156$19,039iApproximate average salary by contribution assumption: employee only about $475,975 at 4% or $317,317 at 6%; with 50% employer match about $317,317 at 4% or $211,544 at 6%; with 100% employer match about $237,988 at 4% or $158,658 at 6%.
200213$240,213$30,346$10,115iApproximate average salary by contribution assumption: employee only about $252,883 at 4% or $168,589 at 6%; with 50% employer match about $168,589 at 4% or $112,393 at 6%; with 100% employer match about $126,442 at 4% or $84,294 at 6%.
Jo Anne Leegant/Jan P. Egger Target Benefit Pension Trust-3$240,213$30,346$10,115iApproximate average salary by contribution assumption: employee only about $252,883 at 4% or $168,589 at 6%; with 50% employer match about $168,589 at 4% or $112,393 at 6%; with 100% employer match about $126,442 at 4% or $84,294 at 6%.
200113$0$0-
Jo Anne Leegant/Jan P. Egger Target Benefit Pension Trust-3---
200013$0$0-
Jo Anne Leegant/Jan P. Egger Target Benefit Pension Trust-3---
199914$194,875$30,192$7,548iApproximate average salary by contribution assumption: employee only about $188,700 at 4% or $125,800 at 6%; with 50% employer match about $125,800 at 4% or $83,867 at 6%; with 100% employer match about $94,350 at 4% or $62,900 at 6%.
Jo Anne Leegant/Jan P. Egger Target Benefit Pension Trust-4$194,875$30,192$7,548iApproximate average salary by contribution assumption: employee only about $188,700 at 4% or $125,800 at 6%; with 50% employer match about $125,800 at 4% or $83,867 at 6%; with 100% employer match about $94,350 at 4% or $62,900 at 6%.