Wagerson & Associates Inc.
Plan context: WAGERSON & ASSOCIATES, INC. PENSION PLAN
EIN 38-2216084 • Southfield, MI • 14 filings • 4 plans
Current Snapshot
Latest Year
2015
2015 Participants
1
2015 Assets
$667,303
2015 Contributions
$147,000
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 |
|---|---|---|---|---|---|
| 2015 | 1 | 1 | $667,303 | $147,000 | $147,000iApproximate average salary by contribution assumption: employee only about $3,675,000 at 4% or $2,450,000 at 6%; with 50% employer match about $2,450,000 at 4% or $1,633,333 at 6%; with 100% employer match about $1,837,500 at 4% or $1,225,000 at 6%. |
| WAGERSON & ASSOCIATES, INC. PENSION PLAN | - | 1 | $667,303 | $147,000 | $147,000iApproximate average salary by contribution assumption: employee only about $3,675,000 at 4% or $2,450,000 at 6%; with 50% employer match about $2,450,000 at 4% or $1,633,333 at 6%; with 100% employer match about $1,837,500 at 4% or $1,225,000 at 6%. |
| 2014 | 1 | 1 | $542,688 | $125,000 | $125,000iApproximate average salary by contribution assumption: employee only about $3,125,000 at 4% or $2,083,333 at 6%; with 50% employer match about $2,083,333 at 4% or $1,388,889 at 6%; with 100% employer match about $1,562,500 at 4% or $1,041,667 at 6%. |
| WAGERSON & ASSOCIATES, INC. PENSION PLAN | - | 1 | $542,688 | $125,000 | $125,000iApproximate average salary by contribution assumption: employee only about $3,125,000 at 4% or $2,083,333 at 6%; with 50% employer match about $2,083,333 at 4% or $1,388,889 at 6%; with 100% employer match about $1,562,500 at 4% or $1,041,667 at 6%. |
| 2013 | 1 | 1 | $414,082 | $100,000 | $100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%. |
| WAGERSON & ASSOCIATES, INC. PENSION PLAN | - | 1 | $414,082 | $100,000 | $100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%. |
| 2012 | 1 | 1 | $289,143 | $110,000 | $110,000iApproximate average salary by contribution assumption: employee only about $2,750,000 at 4% or $1,833,333 at 6%; with 50% employer match about $1,833,333 at 4% or $1,222,222 at 6%; with 100% employer match about $1,375,000 at 4% or $916,667 at 6%. |
| WAGERSON & ASSOCIATES, INC. PENSION PLAN | - | 1 | $289,143 | $110,000 | $110,000iApproximate average salary by contribution assumption: employee only about $2,750,000 at 4% or $1,833,333 at 6%; with 50% employer match about $1,833,333 at 4% or $1,222,222 at 6%; with 100% employer match about $1,375,000 at 4% or $916,667 at 6%. |
| 2009 | 1 | 0 | $0 | $0 | - |
| Wagerson & Associates Inc. Profit Sharing Plan and Trust | - | 0 | - | - | - |
| 2008 | 1 | 5 | $0 | $0 | - |
| Wagerson & Associates Inc. Profit Sharing Plan and Trust | - | 5 | - | - | - |
| 2006 | 1 | 5 | $0 | $0 | - |
| Wagerson & Associates Inc. Profit Sharing Plan and Trust | - | 5 | - | - | - |
| 2005 | 1 | 5 | $484,438 | $0 | - |
| Wagerson & Associates Inc. Profit Sharing Plan and Trust | - | 5 | $484,438 | - | - |
| 2004 | 1 | 5 | $525,450 | $0 | - |
| Wagerson & Associates Inc. Profit Sharing Plan and Trust | - | 5 | $525,450 | - | - |
| 2003 | 1 | 5 | $0 | $0 | - |
| Wagerson & Associates Inc. Profit Sharing Plan and Trust | - | 5 | - | - | - |
| 2002 | 1 | 5 | $0 | $0 | - |
| Wagerson & Associates Inc. Profit Sharing Plan and Trust | - | 5 | - | - | - |
| 2001 | 1 | 5 | $0 | $0 | - |
| Wagerson & Associates Inc. Profit Sharing Plan and Trust | - | 5 | - | - | - |
| 2000 | 1 | 5 | $0 | $0 | - |
| Wagerson & Associates Inc. Profit Sharing Plan and Trust | - | 5 | - | - | - |
| 1999 | 1 | 6 | $461,312 | $50,000 | $8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%. |
| Wagerson & Associates Inc. Profit Sharing Plan and Trust | - | 6 | $461,312 | $50,000 | $8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%. |