Civic Intelligence

Wayne Wuebbels

Plan context: Putnam Funds Profit Sharing Plan of Wayne Wuebbels & Associates

EIN 36-3011369 • Scales Mound, IL • 23 filings • 4 plans

Box 186307 FranklinScales Mound, IL 61075
Current Snapshot

Latest Year

2010

2010 Participants

1

2010 Assets

$31,007

2010 Contributions

$39,987

Historical Graphs

Total Assets Over Time

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

$1,444,175$722,088$0199920052009YearValue
$31,007Latest year 2009

Participants Over Time

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

320199920042009YearValue
1Latest 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-
Putnam Funds Profit Sharing Plan of Wayne Wuebbels & Associates-0---
200921$31,007$0-
Putnam Funds Profit Sharing Plan of Wayne Wuebbels & Associates-1$31,007--
American Funds Basic Money Purchas Plan of Wayne Wuebbels & Associates-0---
200822$953,152$39,987$19,994iApproximate average salary by contribution assumption: employee only about $499,838 at 4% or $333,225 at 6%; with 50% employer match about $333,225 at 4% or $222,150 at 6%; with 100% employer match about $249,919 at 4% or $166,613 at 6%.
American Funds Basic Money Purchas Plan of Wayne Wuebbels & Associates-2$609,738$17,915$8,958iApproximate average salary by contribution assumption: employee only about $223,938 at 4% or $149,292 at 6%; with 50% employer match about $149,292 at 4% or $99,528 at 6%; with 100% employer match about $111,969 at 4% or $74,646 at 6%.
Putnam Funds Profit Sharing Plan of Wayne Wuebbels & Associates-2$343,414$22,072$11,036iApproximate average salary by contribution assumption: employee only about $275,900 at 4% or $183,933 at 6%; with 50% employer match about $183,933 at 4% or $122,622 at 6%; with 100% employer match about $137,950 at 4% or $91,967 at 6%.
200722$1,444,175$45,750$22,875iApproximate average salary by contribution assumption: employee only about $571,875 at 4% or $381,250 at 6%; with 50% employer match about $381,250 at 4% or $254,167 at 6%; with 100% employer match about $285,938 at 4% or $190,625 at 6%.
American Funds Basic Money Purchas Plan of Wayne Wuebbels & Associates-2$894,950$19,500$9,750iApproximate average salary by contribution assumption: employee only about $243,750 at 4% or $162,500 at 6%; with 50% employer match about $162,500 at 4% or $108,333 at 6%; with 100% employer match about $121,875 at 4% or $81,250 at 6%.
Putnam Funds Profit Sharing Plan of Wayne Wuebbels & Associates-2$549,225$26,250$13,125iApproximate average salary by contribution assumption: employee only about $328,125 at 4% or $218,750 at 6%; with 50% employer match about $218,750 at 4% or $145,833 at 6%; with 100% employer match about $164,063 at 4% or $109,375 at 6%.
200622$1,327,862$45,256$22,628iApproximate average salary by contribution assumption: employee only about $565,700 at 4% or $377,133 at 6%; with 50% employer match about $377,133 at 4% or $251,422 at 6%; with 100% employer match about $282,850 at 4% or $188,567 at 6%.
American Funds Basic Money Purchas Plan of Wayne Wuebbels & Associates-2$812,805$25,256$12,628iApproximate average salary by contribution assumption: employee only about $315,700 at 4% or $210,467 at 6%; with 50% employer match about $210,467 at 4% or $140,311 at 6%; with 100% employer match about $157,850 at 4% or $105,233 at 6%.
Putnam Funds Profit Sharing Plan of Wayne Wuebbels & Associates-2$515,057$20,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
200522$1,120,353$45,540$22,770iApproximate average salary by contribution assumption: employee only about $569,250 at 4% or $379,500 at 6%; with 50% employer match about $379,500 at 4% or $253,000 at 6%; with 100% employer match about $284,625 at 4% or $189,750 at 6%.
American Funds Basic Money Purchas Plan of Wayne Wuebbels & Associates-2$674,617$19,800$9,900iApproximate average salary by contribution assumption: employee only about $247,500 at 4% or $165,000 at 6%; with 50% employer match about $165,000 at 4% or $110,000 at 6%; with 100% employer match about $123,750 at 4% or $82,500 at 6%.
Putnam Funds Profit Sharing Plan of Wayne Wuebbels & Associates-2$445,736$25,740$12,870iApproximate average salary by contribution assumption: employee only about $321,750 at 4% or $214,500 at 6%; with 50% employer match about $214,500 at 4% or $143,000 at 6%; with 100% employer match about $160,875 at 4% or $107,250 at 6%.
200422$1,001,456$41,050$20,525iApproximate average salary by contribution assumption: employee only about $513,125 at 4% or $342,083 at 6%; with 50% employer match about $342,083 at 4% or $228,056 at 6%; with 100% employer match about $256,563 at 4% or $171,042 at 6%.
American Funds Basic Money Purchas Plan of Wayne Wuebbels & Associates-2$610,168$20,050$10,025iApproximate average salary by contribution assumption: employee only about $250,625 at 4% or $167,083 at 6%; with 50% employer match about $167,083 at 4% or $111,389 at 6%; with 100% employer match about $125,313 at 4% or $83,542 at 6%.
Putnam Funds Profit Sharing Plan of Wayne Wuebbels & Associates-2$391,288$21,000$10,500iApproximate average salary by contribution assumption: employee only about $262,500 at 4% or $175,000 at 6%; with 50% employer match about $175,000 at 4% or $116,667 at 6%; with 100% employer match about $131,250 at 4% or $87,500 at 6%.
200322$863,905$47,360$23,680iApproximate average salary by contribution assumption: employee only about $592,000 at 4% or $394,667 at 6%; with 50% employer match about $394,667 at 4% or $263,111 at 6%; with 100% employer match about $296,000 at 4% or $197,333 at 6%.
American Funds Basic Money Purchas Plan of Wayne Wuebbels & Associates-2$531,079$26,070$13,035iApproximate average salary by contribution assumption: employee only about $325,875 at 4% or $217,250 at 6%; with 50% employer match about $217,250 at 4% or $144,833 at 6%; with 100% employer match about $162,938 at 4% or $108,625 at 6%.
Putnam Funds Profit Sharing Plan of Wayne Wuebbels & Associates-2$332,826$21,290$10,645iApproximate average salary by contribution assumption: employee only about $266,125 at 4% or $177,417 at 6%; with 50% employer match about $177,417 at 4% or $118,278 at 6%; with 100% employer match about $133,063 at 4% or $88,708 at 6%.
200222$653,972$42,066$21,033iApproximate average salary by contribution assumption: employee only about $525,825 at 4% or $350,550 at 6%; with 50% employer match about $350,550 at 4% or $233,700 at 6%; with 100% employer match about $262,913 at 4% or $175,275 at 6%.
American Funds Basic Money Purchas Plan of Wayne Wuebbels & Associates-2$409,757$16,826$8,413iApproximate average salary by contribution assumption: employee only about $210,325 at 4% or $140,217 at 6%; with 50% employer match about $140,217 at 4% or $93,478 at 6%; with 100% employer match about $105,163 at 4% or $70,108 at 6%.
Putnam Funds Profit Sharing Plan of Wayne Wuebbels & Associates-2$244,215$25,240$12,620iApproximate average salary by contribution assumption: employee only about $315,500 at 4% or $210,333 at 6%; with 50% employer match about $210,333 at 4% or $140,222 at 6%; with 100% employer match about $157,750 at 4% or $105,167 at 6%.
200122$0$0-
American Funds Basic Money Purchas Plan of Wayne Wuebbels & Associates-2---
Putnam Funds Profit Sharing Plan of Wayne Wuebbels & Associates-2---
200023$770,109$36,590$12,197iApproximate average salary by contribution assumption: employee only about $304,917 at 4% or $203,278 at 6%; with 50% employer match about $203,278 at 4% or $135,519 at 6%; with 100% employer match about $152,458 at 4% or $101,639 at 6%.
American Funds Basic Money Purchas Plan of Wayne Wuebbels & Associates-3$432,688$14,630$4,877iApproximate average salary by contribution assumption: employee only about $121,917 at 4% or $81,278 at 6%; with 50% employer match about $81,278 at 4% or $54,185 at 6%; with 100% employer match about $60,958 at 4% or $40,639 at 6%.
Putnam Funds Profit Sharing Plan of Wayne Wuebbels & Associates-3$337,421$21,960$7,320iApproximate average salary by contribution assumption: employee only about $183,000 at 4% or $122,000 at 6%; with 50% employer match about $122,000 at 4% or $81,333 at 6%; with 100% employer match about $91,500 at 4% or $61,000 at 6%.
199923$777,586$33,703$11,234iApproximate average salary by contribution assumption: employee only about $280,858 at 4% or $187,239 at 6%; with 50% employer match about $187,239 at 4% or $124,826 at 6%; with 100% employer match about $140,429 at 4% or $93,619 at 6%.
American Funds Basic Money Purchas Plan of Wayne Wuebbels & Associates-3$398,576$15,003$5,001iApproximate average salary by contribution assumption: employee only about $125,025 at 4% or $83,350 at 6%; with 50% employer match about $83,350 at 4% or $55,567 at 6%; with 100% employer match about $62,513 at 4% or $41,675 at 6%.
Putnam Funds Profit Sharing Plan of Wayne Wuebbels & Associates-3$379,010$18,700$6,233iApproximate average salary by contribution assumption: employee only about $155,833 at 4% or $103,889 at 6%; with 50% employer match about $103,889 at 4% or $69,259 at 6%; with 100% employer match about $77,917 at 4% or $51,944 at 6%.