Civic Intelligence

W & M Investments Ltd

Plan context: W & M Investments Ltd 401K Plan

EIN 34-1779801 • Dayton, OH • 10 filings • 3 plans

1654 Springfield StreetDayton, OH 45403-1430
Current Snapshot

Latest Year

2011

2011 Participants

2

2011 Assets

$424,858

2011 Contributions

$31,505

Historical Graphs

Total Assets Over Time

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

$424,858$212,429$0200320082011YearValue
$424,858Latest year 2011

Participants Over Time

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

210200320072011YearValue
2Latest 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
201122$424,858$0-
W & M Investments Ltd 401K Plan-2$424,858--
W & M Investments Ltd 401K Plan-0$0--
201012$387,199$31,505$15,753iApproximate average salary by contribution assumption: employee only about $393,813 at 4% or $262,542 at 6%; with 50% employer match about $262,542 at 4% or $175,028 at 6%; with 100% employer match about $196,906 at 4% or $131,271 at 6%.
W & M Investments Ltd 401K Plan-2$387,199$31,505$15,753iApproximate average salary by contribution assumption: employee only about $393,813 at 4% or $262,542 at 6%; with 50% employer match about $262,542 at 4% or $175,028 at 6%; with 100% employer match about $196,906 at 4% or $131,271 at 6%.
200912$261,218$34,523$17,262iApproximate average salary by contribution assumption: employee only about $431,538 at 4% or $287,692 at 6%; with 50% employer match about $287,692 at 4% or $191,794 at 6%; with 100% employer match about $215,769 at 4% or $143,846 at 6%.
W & M Investments Ltd 401K Plan-2$261,218$34,523$17,262iApproximate average salary by contribution assumption: employee only about $431,538 at 4% or $287,692 at 6%; with 50% employer match about $287,692 at 4% or $191,794 at 6%; with 100% employer match about $215,769 at 4% or $143,846 at 6%.
200812$242,193$46,416$23,208iApproximate average salary by contribution assumption: employee only about $580,200 at 4% or $386,800 at 6%; with 50% employer match about $386,800 at 4% or $257,867 at 6%; with 100% employer match about $290,100 at 4% or $193,400 at 6%.
W & M Investments Ltd 401K Plan-2$242,193$46,416$23,208iApproximate average salary by contribution assumption: employee only about $580,200 at 4% or $386,800 at 6%; with 50% employer match about $386,800 at 4% or $257,867 at 6%; with 100% employer match about $290,100 at 4% or $193,400 at 6%.
200712$0$0-
W & M Investments Ltd 401K Plan-2---
200612$212,034$48,726$24,363iApproximate average salary by contribution assumption: employee only about $609,075 at 4% or $406,050 at 6%; with 50% employer match about $406,050 at 4% or $270,700 at 6%; with 100% employer match about $304,538 at 4% or $203,025 at 6%.
W & M Investments Ltd 401K Plan-2$212,034$48,726$24,363iApproximate average salary by contribution assumption: employee only about $609,075 at 4% or $406,050 at 6%; with 50% employer match about $406,050 at 4% or $270,700 at 6%; with 100% employer match about $304,538 at 4% or $203,025 at 6%.
200512$146,330$47,558$23,779iApproximate average salary by contribution assumption: employee only about $594,475 at 4% or $396,317 at 6%; with 50% employer match about $396,317 at 4% or $264,211 at 6%; with 100% employer match about $297,238 at 4% or $198,158 at 6%.
W & M Investments Ltd 401K Plan-2$146,330$47,558$23,779iApproximate average salary by contribution assumption: employee only about $594,475 at 4% or $396,317 at 6%; with 50% employer match about $396,317 at 4% or $264,211 at 6%; with 100% employer match about $297,238 at 4% or $198,158 at 6%.
200412$100,631$40,064$20,032iApproximate average salary by contribution assumption: employee only about $500,800 at 4% or $333,867 at 6%; with 50% employer match about $333,867 at 4% or $222,578 at 6%; with 100% employer match about $250,400 at 4% or $166,933 at 6%.
W & M Investments Ltd 401K Plan-2$100,631$40,064$20,032iApproximate average salary by contribution assumption: employee only about $500,800 at 4% or $333,867 at 6%; with 50% employer match about $333,867 at 4% or $222,578 at 6%; with 100% employer match about $250,400 at 4% or $166,933 at 6%.
200312$54,937$47,692$23,846iApproximate average salary by contribution assumption: employee only about $596,150 at 4% or $397,433 at 6%; with 50% employer match about $397,433 at 4% or $264,956 at 6%; with 100% employer match about $298,075 at 4% or $198,717 at 6%.
W & M Investments Ltd 401K Plan-2$54,937$47,692$23,846iApproximate average salary by contribution assumption: employee only about $596,150 at 4% or $397,433 at 6%; with 50% employer match about $397,433 at 4% or $264,956 at 6%; with 100% employer match about $298,075 at 4% or $198,717 at 6%.