Civic Intelligence

Roberts Nathanson & Wolfson Inc

Plan context: Roberts, Nathanson & Wolfson Inc. Money Purchase Plan

EIN 36-3926922 • 6 filings • 3 plans

Current Snapshot

Latest Year

2003

2003 Participants

8

2003 Assets

$200,524

2003 Contributions

$144,574

Historical Graphs

Total Assets Over Time

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

$200,524$100,262$01999YearValue
$200,524Latest year 1999

Participants Over Time

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

1050199920002001YearValue
8Latest 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
200320$0$144,574-
Roberts Nathanson & Wolfson Inc. Profit Sharing Plan-0---
Roberts, Nathanson & Wolfson Inc. Money Purchase Plan-0-$144,574-
200210$0$0-
Roberts, Nathanson & Wolfson Inc. Money Purchase Plan-0---
200118$0$0-
Roberts, Nathanson & Wolfson Inc. Money Purchase Plan-8---
200018$0$0-
Roberts, Nathanson & Wolfson Inc. Money Purchase Plan-8---
1999110$200,524$37,164$3,716iApproximate average salary by contribution assumption: employee only about $92,910 at 4% or $61,940 at 6%; with 50% employer match about $61,940 at 4% or $41,293 at 6%; with 100% employer match about $46,455 at 4% or $30,970 at 6%.
Roberts, Nathanson & Wolfson Inc. Money Purchase Plan-10$200,524$37,164$3,716iApproximate average salary by contribution assumption: employee only about $92,910 at 4% or $61,940 at 6%; with 50% employer match about $61,940 at 4% or $41,293 at 6%; with 100% employer match about $46,455 at 4% or $30,970 at 6%.