Civic Intelligence

Glen R. Wherfel, C.P.A. Park Data Inc.

Plan context: Glen R. Wherfel, C.P.A. Keogh Money Purchase Pension Plan & Trust

EIN 36-3336952 • 8 filings • 5 plans

Current Snapshot

Latest Year

2002

2002 Participants

2

2002 Assets

$511,292

2002 Contributions

$34,146

Historical Graphs

Total Assets Over Time

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

$942,705$471,353$0199920002001YearValue
$511,292Latest year 2001

Participants Over Time

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

210199920002001YearValue
2Latest year 2001

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
200220$0$0-
Glen R. Wherfel, C.P.A. Keogh Profit Sharing Plan & Trust-0---
Glen R. Wherfel, C.P.A. Keogh Money Purchase Pension Plan & Trust-0---
200122$511,292$0-
Glen R. Wherfel, C.P.A. Keogh Money Purchase Pension Plan & Trust-2$511,292--
Glen R. Wherfel, C.P.A. Keogh Profit Sharing Plan & Trust-2---
200022$721,765$34,146$17,073iApproximate average salary by contribution assumption: employee only about $426,825 at 4% or $284,550 at 6%; with 50% employer match about $284,550 at 4% or $189,700 at 6%; with 100% employer match about $213,413 at 4% or $142,275 at 6%.
Glen R. Wherfel, C.P.A. Keogh Money Purchase Pension Plan & Trust-2$621,455$12,940$6,470iApproximate average salary by contribution assumption: employee only about $161,750 at 4% or $107,833 at 6%; with 50% employer match about $107,833 at 4% or $71,889 at 6%; with 100% employer match about $80,875 at 4% or $53,917 at 6%.
Glen R. Wherfel, C.P.A. Keogh Profit Sharing Plan & Trust-2$100,310$21,206$10,603iApproximate average salary by contribution assumption: employee only about $265,075 at 4% or $176,717 at 6%; with 50% employer match about $176,717 at 4% or $117,811 at 6%; with 100% employer match about $132,538 at 4% or $88,358 at 6%.
199922$942,705$32,357$16,179iApproximate average salary by contribution assumption: employee only about $404,463 at 4% or $269,642 at 6%; with 50% employer match about $269,642 at 4% or $179,761 at 6%; with 100% employer match about $202,231 at 4% or $134,821 at 6%.
Glen R. Wherfel, C.P.A. Keogh Money Purchase Pension Plan & Trust-2$796,673$13,936$6,968iApproximate average salary by contribution assumption: employee only about $174,200 at 4% or $116,133 at 6%; with 50% employer match about $116,133 at 4% or $77,422 at 6%; with 100% employer match about $87,100 at 4% or $58,067 at 6%.
Glen R. Wherfel, C.P.A. Keogh Profit Sharing Plan & Trust-2$146,032$18,421$9,211iApproximate average salary by contribution assumption: employee only about $230,263 at 4% or $153,508 at 6%; with 50% employer match about $153,508 at 4% or $102,339 at 6%; with 100% employer match about $115,131 at 4% or $76,754 at 6%.