Civic Intelligence

Owen Wagener & Company

Plan context: Owen Wagener & Company 401K Plan

EIN 36-3554385 • Schaumburg, IL • 11 filings • 5 plans

955 N. Plum Grove RoadSuite #CSchaumburg, IL 60173-4784
Current Snapshot

Latest Year

2009

2009 Participants

8

2009 Assets

$521,696

2009 Contributions

$20,542

Historical Graphs

Total Assets Over Time

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

$649,394$324,697$0199920052008YearValue
$521,696Latest year 2008

Participants Over Time

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

1050199920042008YearValue
8Latest year 2008

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
200910$0$0-
Owen Wagener & Company 401K Plan-0$0--
200818$521,696$20,542$2,568iApproximate average salary by contribution assumption: employee only about $64,194 at 4% or $42,796 at 6%; with 50% employer match about $42,796 at 4% or $28,531 at 6%; with 100% employer match about $32,097 at 4% or $21,398 at 6%.
Owen Wagener & Company 401K Plan-8$521,696$20,542$2,568iApproximate average salary by contribution assumption: employee only about $64,194 at 4% or $42,796 at 6%; with 50% employer match about $42,796 at 4% or $28,531 at 6%; with 100% employer match about $32,097 at 4% or $21,398 at 6%.
200718$649,394$57,851$7,231iApproximate average salary by contribution assumption: employee only about $180,784 at 4% or $120,523 at 6%; with 50% employer match about $120,523 at 4% or $80,349 at 6%; with 100% employer match about $90,392 at 4% or $60,261 at 6%.
Owen Wagener & Company 401K Plan-8$649,394$57,851$7,231iApproximate average salary by contribution assumption: employee only about $180,784 at 4% or $120,523 at 6%; with 50% employer match about $120,523 at 4% or $80,349 at 6%; with 100% employer match about $90,392 at 4% or $60,261 at 6%.
2006110$561,638$50,762$5,076iApproximate average salary by contribution assumption: employee only about $126,905 at 4% or $84,603 at 6%; with 50% employer match about $84,603 at 4% or $56,402 at 6%; with 100% employer match about $63,453 at 4% or $42,302 at 6%.
Owen Wagener & Company 401K Plan-10$561,638$50,762$5,076iApproximate average salary by contribution assumption: employee only about $126,905 at 4% or $84,603 at 6%; with 50% employer match about $84,603 at 4% or $56,402 at 6%; with 100% employer match about $63,453 at 4% or $42,302 at 6%.
200515$463,574$34,370$6,874iApproximate average salary by contribution assumption: employee only about $171,850 at 4% or $114,567 at 6%; with 50% employer match about $114,567 at 4% or $76,378 at 6%; with 100% employer match about $85,925 at 4% or $57,283 at 6%.
Owen Wagener & Company 401K Plan-5$463,574$34,370$6,874iApproximate average salary by contribution assumption: employee only about $171,850 at 4% or $114,567 at 6%; with 50% employer match about $114,567 at 4% or $76,378 at 6%; with 100% employer match about $85,925 at 4% or $57,283 at 6%.
200416$463,679$41,757$6,960iApproximate average salary by contribution assumption: employee only about $173,988 at 4% or $115,992 at 6%; with 50% employer match about $115,992 at 4% or $77,328 at 6%; with 100% employer match about $86,994 at 4% or $57,996 at 6%.
Owen Wagener & Company 401K Plan-6$463,679$41,757$6,960iApproximate average salary by contribution assumption: employee only about $173,988 at 4% or $115,992 at 6%; with 50% employer match about $115,992 at 4% or $77,328 at 6%; with 100% employer match about $86,994 at 4% or $57,996 at 6%.
200316$378,292$45,480$7,580iApproximate average salary by contribution assumption: employee only about $189,500 at 4% or $126,333 at 6%; with 50% employer match about $126,333 at 4% or $84,222 at 6%; with 100% employer match about $94,750 at 4% or $63,167 at 6%.
Owen Wagener & Company 401K Plan-6$378,292$45,480$7,580iApproximate average salary by contribution assumption: employee only about $189,500 at 4% or $126,333 at 6%; with 50% employer match about $126,333 at 4% or $84,222 at 6%; with 100% employer match about $94,750 at 4% or $63,167 at 6%.
200216$0$0-
Owen Wagener & Company 401K Plan-6---
200116$0$0-
Owen Wagener & Company 401K Plan-6---
200015$258,978$29,792$5,958iApproximate average salary by contribution assumption: employee only about $148,960 at 4% or $99,307 at 6%; with 50% employer match about $99,307 at 4% or $66,204 at 6%; with 100% employer match about $74,480 at 4% or $49,653 at 6%.
Owen Wagener & Company 401K Plan-5$258,978$29,792$5,958iApproximate average salary by contribution assumption: employee only about $148,960 at 4% or $99,307 at 6%; with 50% employer match about $99,307 at 4% or $66,204 at 6%; with 100% employer match about $74,480 at 4% or $49,653 at 6%.
199915$270,122$23,961$4,792iApproximate average salary by contribution assumption: employee only about $119,805 at 4% or $79,870 at 6%; with 50% employer match about $79,870 at 4% or $53,247 at 6%; with 100% employer match about $59,903 at 4% or $39,935 at 6%.
Owen Wagener & Company 401K Plan-5$270,122$23,961$4,792iApproximate average salary by contribution assumption: employee only about $119,805 at 4% or $79,870 at 6%; with 50% employer match about $79,870 at 4% or $53,247 at 6%; with 100% employer match about $59,903 at 4% or $39,935 at 6%.