Civic Intelligence

William a. Wertheimer, Jr.

Plan context: Vanguard Prototype Defined Contribution Plan Profit Sharing Plan

EIN 38-2909412 • 8 filings • 5 plans

Current Snapshot

Latest Year

2002

2002 Participants

1

2002 Assets

$251,571

2002 Contributions

$12,000

Historical Graphs

Total Assets Over Time

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

$251,571$125,786$0199920002002YearValue
$251,571Latest year 2002

Participants Over Time

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

210199920012002YearValue
1Latest year 2002

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
200221$251,571$0-
Vanguard Prototype Defined Contribution Plan Profit Sharing Plan-1$127,371--
Vanguard Prototype Defined Contribution Plan Money Purchase Plan-1$124,200--
200121$0$0-
Vanguard Prototype Defined Contribution Plan Money Purchase Plan-1---
Vanguard Prototype Defined Contribution Plan Profit Sharing Plan-1---
200021$120,223$12,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
Vanguard Prototype Defined Contribution Plan Money Purchase Plan-1$120,223$12,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
Vanguard Prototype Defined Contribution Plan Profit Sharing Plan-1---
199922$230,690$63,538$31,769iApproximate average salary by contribution assumption: employee only about $794,225 at 4% or $529,483 at 6%; with 50% employer match about $529,483 at 4% or $352,989 at 6%; with 100% employer match about $397,113 at 4% or $264,742 at 6%.
Vanguard Prototype Defined Contribution Plan Profit Sharing Plan-2$147,619$38,123$19,062iApproximate average salary by contribution assumption: employee only about $476,538 at 4% or $317,692 at 6%; with 50% employer match about $317,692 at 4% or $211,794 at 6%; with 100% employer match about $238,269 at 4% or $158,846 at 6%.
Vanguard Prototype Defined Contribution Plan Money Purchase Plan-2$83,071$25,415$12,708iApproximate average salary by contribution assumption: employee only about $317,688 at 4% or $211,792 at 6%; with 50% employer match about $211,792 at 4% or $141,194 at 6%; with 100% employer match about $158,844 at 4% or $105,896 at 6%.