Civic Intelligence

Mary Wikstrom & Company, Inc.

Plan context: Mary Wikstrom & Company Inc. Defined Benefit Pension Plan

EIN 30-0133249 • 15 filings • 2 plans

Current Snapshot

Latest Year

2013

2013 Participants

1

2013 Assets

$2,561,488

2013 Contributions

$323,000

Historical Graphs

Total Assets Over Time

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

$2,561,488$1,280,744$0200420092013YearValue
$2,561,488Latest year 2013

Participants Over Time

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

210200420092013YearValue
1Latest year 2013

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
201321$2,561,488$323,000$323,000iApproximate average salary by contribution assumption: employee only about $8,075,000 at 4% or $5,383,333 at 6%; with 50% employer match about $5,383,333 at 4% or $3,588,889 at 6%; with 100% employer match about $4,037,500 at 4% or $2,691,667 at 6%.
Mary Wikstrom & Company Inc. Defined Benefit Pension Plan-1$2,325,396$300,000$300,000iApproximate average salary by contribution assumption: employee only about $7,500,000 at 4% or $5,000,000 at 6%; with 50% employer match about $5,000,000 at 4% or $3,333,333 at 6%; with 100% employer match about $3,750,000 at 4% or $2,500,000 at 6%.
Mary Wikstrom & Company Inc. Profit Sharing/401K Plan-1$236,092$23,000$23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%.
201221$2,281,197$132,500$132,500iApproximate average salary by contribution assumption: employee only about $3,312,500 at 4% or $2,208,333 at 6%; with 50% employer match about $2,208,333 at 4% or $1,472,222 at 6%; with 100% employer match about $1,656,250 at 4% or $1,104,167 at 6%.
Mary Wikstrom & Company Inc. Defined Benefit Pension Plan-1$2,062,210$77,000$77,000iApproximate average salary by contribution assumption: employee only about $1,925,000 at 4% or $1,283,333 at 6%; with 50% employer match about $1,283,333 at 4% or $855,556 at 6%; with 100% employer match about $962,500 at 4% or $641,667 at 6%.
Mary Wikstrom & Company Inc. Profit Sharing/401K Plan-1$218,987$55,500$55,500iApproximate average salary by contribution assumption: employee only about $1,387,500 at 4% or $925,000 at 6%; with 50% employer match about $925,000 at 4% or $616,667 at 6%; with 100% employer match about $693,750 at 4% or $462,500 at 6%.
201121$1,969,243$129,861$129,861iApproximate average salary by contribution assumption: employee only about $3,246,525 at 4% or $2,164,350 at 6%; with 50% employer match about $2,164,350 at 4% or $1,442,900 at 6%; with 100% employer match about $1,623,263 at 4% or $1,082,175 at 6%.
Mary Wikstrom & Company Inc. Defined Benefit Pension Plan-1$1,832,661$75,361$75,361iApproximate average salary by contribution assumption: employee only about $1,884,025 at 4% or $1,256,017 at 6%; with 50% employer match about $1,256,017 at 4% or $837,344 at 6%; with 100% employer match about $942,013 at 4% or $628,008 at 6%.
Mary Wikstrom & Company Inc. Profit Sharing/401K Plan-1$136,582$54,500$54,500iApproximate average salary by contribution assumption: employee only about $1,362,500 at 4% or $908,333 at 6%; with 50% employer match about $908,333 at 4% or $605,556 at 6%; with 100% employer match about $681,250 at 4% or $454,167 at 6%.
201022$1,795,405$22,000$11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%.
Mary Wikstrom & Company Inc. Defined Benefit Pension Plan-2$1,716,193--
Mary Wikstrom & Company Inc. Profit Sharing/401K Plan-2$79,212$22,000$11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%.
200922$1,645,334$109,500$54,750iApproximate average salary by contribution assumption: employee only about $1,368,750 at 4% or $912,500 at 6%; with 50% employer match about $912,500 at 4% or $608,333 at 6%; with 100% employer match about $684,375 at 4% or $456,250 at 6%.
Mary Wikstrom & Company Inc. Defined Benefit Pension Plan-2$1,590,834$55,000$27,500iApproximate average salary by contribution assumption: employee only about $687,500 at 4% or $458,333 at 6%; with 50% employer match about $458,333 at 4% or $305,556 at 6%; with 100% employer match about $343,750 at 4% or $229,167 at 6%.
Mary Wikstrom & Company Inc. Profit Sharing/401K Plan-2$54,500$54,500$27,250iApproximate average salary by contribution assumption: employee only about $681,250 at 4% or $454,167 at 6%; with 50% employer match about $454,167 at 4% or $302,778 at 6%; with 100% employer match about $340,625 at 4% or $227,083 at 6%.
200812$1,254,526$310,000$155,000iApproximate average salary by contribution assumption: employee only about $3,875,000 at 4% or $2,583,333 at 6%; with 50% employer match about $2,583,333 at 4% or $1,722,222 at 6%; with 100% employer match about $1,937,500 at 4% or $1,291,667 at 6%.
Mary Wikstrom & Company Inc. Defined Benefit Pension Plan-2$1,254,526$310,000$155,000iApproximate average salary by contribution assumption: employee only about $3,875,000 at 4% or $2,583,333 at 6%; with 50% employer match about $2,583,333 at 4% or $1,722,222 at 6%; with 100% employer match about $1,937,500 at 4% or $1,291,667 at 6%.
200712$1,161,716$251,000$125,500iApproximate average salary by contribution assumption: employee only about $3,137,500 at 4% or $2,091,667 at 6%; with 50% employer match about $2,091,667 at 4% or $1,394,444 at 6%; with 100% employer match about $1,568,750 at 4% or $1,045,833 at 6%.
Mary Wikstrom & Company Inc. Defined Benefit Pension Plan-2$1,161,716$251,000$125,500iApproximate average salary by contribution assumption: employee only about $3,137,500 at 4% or $2,091,667 at 6%; with 50% employer match about $2,091,667 at 4% or $1,394,444 at 6%; with 100% employer match about $1,568,750 at 4% or $1,045,833 at 6%.
200612$861,844$279,277$139,639iApproximate average salary by contribution assumption: employee only about $3,490,963 at 4% or $2,327,308 at 6%; with 50% employer match about $2,327,308 at 4% or $1,551,539 at 6%; with 100% employer match about $1,745,481 at 4% or $1,163,654 at 6%.
Mary Wikstrom & Company Inc. Defined Benefit Pension Plan-2$861,844$279,277$139,639iApproximate average salary by contribution assumption: employee only about $3,490,963 at 4% or $2,327,308 at 6%; with 50% employer match about $2,327,308 at 4% or $1,551,539 at 6%; with 100% employer match about $1,745,481 at 4% or $1,163,654 at 6%.
200512$548,633$127,287$63,644iApproximate average salary by contribution assumption: employee only about $1,591,088 at 4% or $1,060,725 at 6%; with 50% employer match about $1,060,725 at 4% or $707,150 at 6%; with 100% employer match about $795,544 at 4% or $530,363 at 6%.
Mary Wikstrom & Company Inc. Defined Benefit Pension Plan-2$548,633$127,287$63,644iApproximate average salary by contribution assumption: employee only about $1,591,088 at 4% or $1,060,725 at 6%; with 50% employer match about $1,060,725 at 4% or $707,150 at 6%; with 100% employer match about $795,544 at 4% or $530,363 at 6%.
200412$410,148$139,260$69,630iApproximate average salary by contribution assumption: employee only about $1,740,750 at 4% or $1,160,500 at 6%; with 50% employer match about $1,160,500 at 4% or $773,667 at 6%; with 100% employer match about $870,375 at 4% or $580,250 at 6%.
Mary Wikstrom & Company Inc. Defined Benefit Pension Plan-2$410,148$139,260$69,630iApproximate average salary by contribution assumption: employee only about $1,740,750 at 4% or $1,160,500 at 6%; with 50% employer match about $1,160,500 at 4% or $773,667 at 6%; with 100% employer match about $870,375 at 4% or $580,250 at 6%.