Civic Intelligence

Norman Juniewic Wealth Management

Plan context: Norman Juniewic Wealth Management 401(K) P/S Plan

EIN 26-0115274 • North Haven, CT • 5 filings • 2 plans

36 State StreetNorth Haven, CT 06473
Current Snapshot

Latest Year

2011

2011 Participants

3

2011 Assets

$48,879

2011 Contributions

$17,525

Historical Graphs

Total Assets Over Time

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

$48,879$24,440$0200720092011YearValue
$48,879Latest year 2011

Participants Over Time

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

320200720092011YearValue
3Latest year 2011

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
201113$48,879$17,525$5,842iApproximate average salary by contribution assumption: employee only about $146,042 at 4% or $97,361 at 6%; with 50% employer match about $97,361 at 4% or $64,907 at 6%; with 100% employer match about $73,021 at 4% or $48,681 at 6%.
Norman Juniewic Wealth Management 401(K) P/S Plan-3$48,879$17,525$5,842iApproximate average salary by contribution assumption: employee only about $146,042 at 4% or $97,361 at 6%; with 50% employer match about $97,361 at 4% or $64,907 at 6%; with 100% employer match about $73,021 at 4% or $48,681 at 6%.
201013$31,167$8,557$2,852iApproximate average salary by contribution assumption: employee only about $71,308 at 4% or $47,539 at 6%; with 50% employer match about $47,539 at 4% or $31,693 at 6%; with 100% employer match about $35,654 at 4% or $23,769 at 6%.
Norman Juniewic Wealth Management 401(K) P/S Plan-3$31,167$8,557$2,852iApproximate average salary by contribution assumption: employee only about $71,308 at 4% or $47,539 at 6%; with 50% employer match about $47,539 at 4% or $31,693 at 6%; with 100% employer match about $35,654 at 4% or $23,769 at 6%.
200913$22,154$8,823$2,941iApproximate average salary by contribution assumption: employee only about $73,525 at 4% or $49,017 at 6%; with 50% employer match about $49,017 at 4% or $32,678 at 6%; with 100% employer match about $36,763 at 4% or $24,508 at 6%.
Norman Juniewic Wealth Management 401(K) P/S Plan-3$22,154$8,823$2,941iApproximate average salary by contribution assumption: employee only about $73,525 at 4% or $49,017 at 6%; with 50% employer match about $49,017 at 4% or $32,678 at 6%; with 100% employer match about $36,763 at 4% or $24,508 at 6%.
200813$13,567$10,892$3,631iApproximate average salary by contribution assumption: employee only about $90,767 at 4% or $60,511 at 6%; with 50% employer match about $60,511 at 4% or $40,341 at 6%; with 100% employer match about $45,383 at 4% or $30,256 at 6%.
Norman Juniewic Wealth Management 401(K) P/S Plan-3$13,567$10,892$3,631iApproximate average salary by contribution assumption: employee only about $90,767 at 4% or $60,511 at 6%; with 50% employer match about $60,511 at 4% or $40,341 at 6%; with 100% employer match about $45,383 at 4% or $30,256 at 6%.
200713$5,969$6,045$2,015iApproximate average salary by contribution assumption: employee only about $50,375 at 4% or $33,583 at 6%; with 50% employer match about $33,583 at 4% or $22,389 at 6%; with 100% employer match about $25,188 at 4% or $16,792 at 6%.
Norman Juniewic Wealth Management 401(K) P/S Plan-3$5,969$6,045$2,015iApproximate average salary by contribution assumption: employee only about $50,375 at 4% or $33,583 at 6%; with 50% employer match about $33,583 at 4% or $22,389 at 6%; with 100% employer match about $25,188 at 4% or $16,792 at 6%.
Norman Juniewic Wealth Management | EIN 26-0115274 | 2011 Form 5500 Company Profile