Ronald B. Wiser & Associates
Plan context: Ronald B. Wiser & Associates Defined Benefit Plan and Trust
EIN 38-2094781 • 9 filings • 3 plans
Current Snapshot
Latest Year
2007
2007 Participants
13
2007 Assets
$1,758,536
2007 Contributions
$119,147
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2007 | 1 | 0 | $0 | $0 | - |
| Ronald B. Wiser & Associates Defined Benefit Plan and Trust | - | 0 | - | - | - |
| 2003 | 1 | 13 | $1,758,536 | $119,147 | $9,165iApproximate average salary by contribution assumption: employee only about $229,129 at 4% or $152,753 at 6%; with 50% employer match about $152,753 at 4% or $101,835 at 6%; with 100% employer match about $114,564 at 4% or $76,376 at 6%. |
| Ronald B. Wiser & Associates Defined Benefit Plan and Trust | - | 13 | $1,758,536 | $119,147 | $9,165iApproximate average salary by contribution assumption: employee only about $229,129 at 4% or $152,753 at 6%; with 50% employer match about $152,753 at 4% or $101,835 at 6%; with 100% employer match about $114,564 at 4% or $76,376 at 6%. |
| 2002 | 1 | 12 | $0 | $0 | - |
| Ronald B. Wiser & Associates Defined Benefit Plan and Trust | - | 12 | - | - | - |
| 2001 | 2 | 9 | $1,741,543 | $0 | - |
| Ronald B. Wiser & Associates Defined Benefit Plan and Trust | - | 9 | $1,741,543 | - | - |
| Ronald B. Wiser & Associates Profit Sharing Plan | - | 9 | - | - | - |
| 2000 | 2 | 9 | $2,262,066 | $0 | - |
| Ronald B. Wiser & Associates Defined Benefit Plan and Trust | - | 8 | $2,262,066 | - | - |
| Ronald B. Wiser & Associates Profit Sharing Plan | - | 9 | - | - | - |
| 1999 | 2 | 8 | $3,216,278 | $61,856 | $7,732iApproximate average salary by contribution assumption: employee only about $193,300 at 4% or $128,867 at 6%; with 50% employer match about $128,867 at 4% or $85,911 at 6%; with 100% employer match about $96,650 at 4% or $64,433 at 6%. |
| Ronald B. Wiser & Associates Defined Benefit Plan and Trust | - | 8 | $2,691,746 | - | - |
| Ronald B. Wiser & Associates Profit Sharing Plan | - | 8 | $524,532 | $61,856 | $7,732iApproximate average salary by contribution assumption: employee only about $193,300 at 4% or $128,867 at 6%; with 50% employer match about $128,867 at 4% or $85,911 at 6%; with 100% employer match about $96,650 at 4% or $64,433 at 6%. |