Wendy K Bartholomew
Plan context: Windermere Re Retirement Plan & Trust for Agents
EIN 20-3510804 • Seattle, WA • 7 filings • 1 plans
Current Snapshot
Latest Year
2012
2012 Participants
1
2012 Assets
$497,657
2012 Contributions
$6,898
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2012 | 1 | 0 | $497,657 | $6,898 | - |
| Windermere Re Retirement Plan & Trust for Agents | - | 0 | $497,657 | $6,898 | - |
| 2011 | 1 | 1 | $425,820 | $32,730 | $32,730iApproximate average salary by contribution assumption: employee only about $818,250 at 4% or $545,500 at 6%; with 50% employer match about $545,500 at 4% or $363,667 at 6%; with 100% employer match about $409,125 at 4% or $272,750 at 6%. |
| Windermere Re Retirement Plan & Trust for Agents | - | 1 | $425,820 | $32,730 | $32,730iApproximate average salary by contribution assumption: employee only about $818,250 at 4% or $545,500 at 6%; with 50% employer match about $545,500 at 4% or $363,667 at 6%; with 100% employer match about $409,125 at 4% or $272,750 at 6%. |
| 2010 | 1 | 1 | $419,292 | $8,000 | $8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%. |
| Windermere Re Retirement Plan & Trust for Agents | - | 1 | $419,292 | $8,000 | $8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%. |
| 2009 | 1 | 1 | $357,134 | $17,847 | $17,847iApproximate average salary by contribution assumption: employee only about $446,175 at 4% or $297,450 at 6%; with 50% employer match about $297,450 at 4% or $198,300 at 6%; with 100% employer match about $223,088 at 4% or $148,725 at 6%. |
| Windermere Re Retirement Plan & Trust for Agents | - | 1 | $357,134 | $17,847 | $17,847iApproximate average salary by contribution assumption: employee only about $446,175 at 4% or $297,450 at 6%; with 50% employer match about $297,450 at 4% or $198,300 at 6%; with 100% employer match about $223,088 at 4% or $148,725 at 6%. |
| 2008 | 1 | 1 | $255,451 | $25,611 | $25,611iApproximate average salary by contribution assumption: employee only about $640,275 at 4% or $426,850 at 6%; with 50% employer match about $426,850 at 4% or $284,567 at 6%; with 100% employer match about $320,138 at 4% or $213,425 at 6%. |
| Windermere Re Retirement Plan & Trust for Agents | - | 1 | $255,451 | $25,611 | $25,611iApproximate average salary by contribution assumption: employee only about $640,275 at 4% or $426,850 at 6%; with 50% employer match about $426,850 at 4% or $284,567 at 6%; with 100% employer match about $320,138 at 4% or $213,425 at 6%. |
| 2007 | 1 | 1 | $0 | $0 | - |
| Windermere Re Retirement Plan & Trust for Agents | - | 1 | - | - | - |
| 2006 | 1 | 2 | $328,606 | $38,595 | $19,298iApproximate average salary by contribution assumption: employee only about $482,438 at 4% or $321,625 at 6%; with 50% employer match about $321,625 at 4% or $214,417 at 6%; with 100% employer match about $241,219 at 4% or $160,813 at 6%. |
| Windermere Re Retirement Plan & Trust for Agents | - | 2 | $328,606 | $38,595 | $19,298iApproximate average salary by contribution assumption: employee only about $482,438 at 4% or $321,625 at 6%; with 50% employer match about $321,625 at 4% or $214,417 at 6%; with 100% employer match about $241,219 at 4% or $160,813 at 6%. |