Civic Intelligence

Wm Bruce Purtlebaugh

Plan context: Wm Bruce Purtlebaugh Self Employed Pension Trust

EIN 35-1624779 • Muncie, IN • 12 filings • 2 plans

710 W Centennial AveMuncie, IN 47303-2930
Current Snapshot

Latest Year

2010

2010 Participants

2

2010 Assets

$986,492

2010 Contributions

$10,444

Historical Graphs

Total Assets Over Time

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

$1,008,204$504,102$0199920052009YearValue
$986,492Latest year 2009

Participants Over Time

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

1160199920042009YearValue
2Latest year 2009

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
201010$0$0-
Wm Bruce Purtlebaugh Self Employed Pension Trust-0$0--
200912$986,492$10,444$5,222iApproximate average salary by contribution assumption: employee only about $130,550 at 4% or $87,033 at 6%; with 50% employer match about $87,033 at 4% or $58,022 at 6%; with 100% employer match about $65,275 at 4% or $43,517 at 6%.
Wm Bruce Purtlebaugh Self Employed Pension Trust-2$986,492$10,444$5,222iApproximate average salary by contribution assumption: employee only about $130,550 at 4% or $87,033 at 6%; with 50% employer match about $87,033 at 4% or $58,022 at 6%; with 100% employer match about $65,275 at 4% or $43,517 at 6%.
200812$805,968$25,852$12,926iApproximate average salary by contribution assumption: employee only about $323,150 at 4% or $215,433 at 6%; with 50% employer match about $215,433 at 4% or $143,622 at 6%; with 100% employer match about $161,575 at 4% or $107,717 at 6%.
Wm Bruce Purtlebaugh Self Employed Pension Trust-2$805,968$25,852$12,926iApproximate average salary by contribution assumption: employee only about $323,150 at 4% or $215,433 at 6%; with 50% employer match about $215,433 at 4% or $143,622 at 6%; with 100% employer match about $161,575 at 4% or $107,717 at 6%.
200712$1,008,204$29,666$14,833iApproximate average salary by contribution assumption: employee only about $370,825 at 4% or $247,217 at 6%; with 50% employer match about $247,217 at 4% or $164,811 at 6%; with 100% employer match about $185,413 at 4% or $123,608 at 6%.
Wm Bruce Purtlebaugh Self Employed Pension Trust-2$1,008,204$29,666$14,833iApproximate average salary by contribution assumption: employee only about $370,825 at 4% or $247,217 at 6%; with 50% employer match about $247,217 at 4% or $164,811 at 6%; with 100% employer match about $185,413 at 4% or $123,608 at 6%.
200612$926,636$49,508$24,754iApproximate average salary by contribution assumption: employee only about $618,850 at 4% or $412,567 at 6%; with 50% employer match about $412,567 at 4% or $275,044 at 6%; with 100% employer match about $309,425 at 4% or $206,283 at 6%.
Wm Bruce Purtlebaugh Self Employed Pension Trust-2$926,636$49,508$24,754iApproximate average salary by contribution assumption: employee only about $618,850 at 4% or $412,567 at 6%; with 50% employer match about $412,567 at 4% or $275,044 at 6%; with 100% employer match about $309,425 at 4% or $206,283 at 6%.
200512$787,837$47,508$23,754iApproximate average salary by contribution assumption: employee only about $593,850 at 4% or $395,900 at 6%; with 50% employer match about $395,900 at 4% or $263,933 at 6%; with 100% employer match about $296,925 at 4% or $197,950 at 6%.
Wm Bruce Purtlebaugh Self Employed Pension Trust-2$787,837$47,508$23,754iApproximate average salary by contribution assumption: employee only about $593,850 at 4% or $395,900 at 6%; with 50% employer match about $395,900 at 4% or $263,933 at 6%; with 100% employer match about $296,925 at 4% or $197,950 at 6%.
200412$683,433$45,898$22,949iApproximate average salary by contribution assumption: employee only about $573,725 at 4% or $382,483 at 6%; with 50% employer match about $382,483 at 4% or $254,989 at 6%; with 100% employer match about $286,863 at 4% or $191,242 at 6%.
Wm Bruce Purtlebaugh Self Employed Pension Trust-2$683,433$45,898$22,949iApproximate average salary by contribution assumption: employee only about $573,725 at 4% or $382,483 at 6%; with 50% employer match about $382,483 at 4% or $254,989 at 6%; with 100% employer match about $286,863 at 4% or $191,242 at 6%.
200312$604,414$44,898$22,449iApproximate average salary by contribution assumption: employee only about $561,225 at 4% or $374,150 at 6%; with 50% employer match about $374,150 at 4% or $249,433 at 6%; with 100% employer match about $280,613 at 4% or $187,075 at 6%.
Wm Bruce Purtlebaugh Self Employed Pension Trust-2$604,414$44,898$22,449iApproximate average salary by contribution assumption: employee only about $561,225 at 4% or $374,150 at 6%; with 50% employer match about $374,150 at 4% or $249,433 at 6%; with 100% employer match about $280,613 at 4% or $187,075 at 6%.
200212$488,687$44,693$22,347iApproximate average salary by contribution assumption: employee only about $558,663 at 4% or $372,442 at 6%; with 50% employer match about $372,442 at 4% or $248,294 at 6%; with 100% employer match about $279,331 at 4% or $186,221 at 6%.
Wm Bruce Purtlebaugh Self Employed Pension Trust-2$488,687$44,693$22,347iApproximate average salary by contribution assumption: employee only about $558,663 at 4% or $372,442 at 6%; with 50% employer match about $372,442 at 4% or $248,294 at 6%; with 100% employer match about $279,331 at 4% or $186,221 at 6%.
2001111$0$0-
Wm Bruce Purtlebaugh Self Employed Pension Trust-11---
200011$0$0-
Wm Bruce Purtlebaugh Self Employed Pension Trust-1---
199912$917,387$34,067$17,034iApproximate average salary by contribution assumption: employee only about $425,838 at 4% or $283,892 at 6%; with 50% employer match about $283,892 at 4% or $189,261 at 6%; with 100% employer match about $212,919 at 4% or $141,946 at 6%.
Wm Bruce Purtlebaugh Self Employed Pension Trust-2$917,387$34,067$17,034iApproximate average salary by contribution assumption: employee only about $425,838 at 4% or $283,892 at 6%; with 50% employer match about $283,892 at 4% or $189,261 at 6%; with 100% employer match about $212,919 at 4% or $141,946 at 6%.