Civic Intelligence

Daniel M Wickman

Plan context: Custodial Money Purchase Plan

EIN 41-1561131 • Monticello, MN • 20 filings • 2 plans

PO Box 175Monticello, MN 55362
Current Snapshot

Latest Year

2021

2021 Participants

1

2021 Assets

$2,411

2021 Contributions

$522

Historical Graphs

Total Assets Over Time

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

$77,141$38,571$0200220122020YearValue
$2,411Latest year 2020

Participants Over Time

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

210200020112020YearValue
1Latest year 2020

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
202110$0$0-
Custodial Money Purchase Plan-0---
202011$2,411$522$522iApproximate average salary by contribution assumption: employee only about $13,050 at 4% or $8,700 at 6%; with 50% employer match about $8,700 at 4% or $5,800 at 6%; with 100% employer match about $6,525 at 4% or $4,350 at 6%.
Custodial Money Purchase Plan-1$2,411$522$522iApproximate average salary by contribution assumption: employee only about $13,050 at 4% or $8,700 at 6%; with 50% employer match about $8,700 at 4% or $5,800 at 6%; with 100% employer match about $6,525 at 4% or $4,350 at 6%.
201911$4,206$3,188$3,188iApproximate average salary by contribution assumption: employee only about $79,700 at 4% or $53,133 at 6%; with 50% employer match about $53,133 at 4% or $35,422 at 6%; with 100% employer match about $39,850 at 4% or $26,567 at 6%.
Custodial Money Purchase Plan-1$4,206$3,188$3,188iApproximate average salary by contribution assumption: employee only about $79,700 at 4% or $53,133 at 6%; with 50% employer match about $53,133 at 4% or $35,422 at 6%; with 100% employer match about $39,850 at 4% or $26,567 at 6%.
201812$25,782$3,318$1,659iApproximate average salary by contribution assumption: employee only about $41,475 at 4% or $27,650 at 6%; with 50% employer match about $27,650 at 4% or $18,433 at 6%; with 100% employer match about $20,738 at 4% or $13,825 at 6%.
Custodial Money Purchase Plan-2$25,782$3,318$1,659iApproximate average salary by contribution assumption: employee only about $41,475 at 4% or $27,650 at 6%; with 50% employer match about $27,650 at 4% or $18,433 at 6%; with 100% employer match about $20,738 at 4% or $13,825 at 6%.
201711$28,750$3,291$3,291iApproximate average salary by contribution assumption: employee only about $82,275 at 4% or $54,850 at 6%; with 50% employer match about $54,850 at 4% or $36,567 at 6%; with 100% employer match about $41,138 at 4% or $27,425 at 6%.
Custodial Money Purchase Plan-1$28,750$3,291$3,291iApproximate average salary by contribution assumption: employee only about $82,275 at 4% or $54,850 at 6%; with 50% employer match about $54,850 at 4% or $36,567 at 6%; with 100% employer match about $41,138 at 4% or $27,425 at 6%.
201611$22,746$2,419$2,419iApproximate average salary by contribution assumption: employee only about $60,475 at 4% or $40,317 at 6%; with 50% employer match about $40,317 at 4% or $26,878 at 6%; with 100% employer match about $30,238 at 4% or $20,158 at 6%.
Custodial Money Purchase Plan-1$22,746$2,419$2,419iApproximate average salary by contribution assumption: employee only about $60,475 at 4% or $40,317 at 6%; with 50% employer match about $40,317 at 4% or $26,878 at 6%; with 100% employer match about $30,238 at 4% or $20,158 at 6%.
201512$20,725$3,550$1,775iApproximate average salary by contribution assumption: employee only about $44,375 at 4% or $29,583 at 6%; with 50% employer match about $29,583 at 4% or $19,722 at 6%; with 100% employer match about $22,188 at 4% or $14,792 at 6%.
Custodial Money Purchase Plan-2$20,725$3,550$1,775iApproximate average salary by contribution assumption: employee only about $44,375 at 4% or $29,583 at 6%; with 50% employer match about $29,583 at 4% or $19,722 at 6%; with 100% employer match about $22,188 at 4% or $14,792 at 6%.
201412$20,990$2,221$1,111iApproximate average salary by contribution assumption: employee only about $27,763 at 4% or $18,508 at 6%; with 50% employer match about $18,508 at 4% or $12,339 at 6%; with 100% employer match about $13,881 at 4% or $9,254 at 6%.
Custodial Money Purchase Plan-2$20,990$2,221$1,111iApproximate average salary by contribution assumption: employee only about $27,763 at 4% or $18,508 at 6%; with 50% employer match about $18,508 at 4% or $12,339 at 6%; with 100% employer match about $13,881 at 4% or $9,254 at 6%.
201312$18,348$3,318$1,659iApproximate average salary by contribution assumption: employee only about $41,475 at 4% or $27,650 at 6%; with 50% employer match about $27,650 at 4% or $18,433 at 6%; with 100% employer match about $20,738 at 4% or $13,825 at 6%.
Custodial Money Purchase Plan-2$18,348$3,318$1,659iApproximate average salary by contribution assumption: employee only about $41,475 at 4% or $27,650 at 6%; with 50% employer match about $27,650 at 4% or $18,433 at 6%; with 100% employer match about $20,738 at 4% or $13,825 at 6%.
201212$17,943$3,853$1,927iApproximate average salary by contribution assumption: employee only about $48,163 at 4% or $32,108 at 6%; with 50% employer match about $32,108 at 4% or $21,406 at 6%; with 100% employer match about $24,081 at 4% or $16,054 at 6%.
Custodial Money Purchase Plan-2$17,943$3,853$1,927iApproximate average salary by contribution assumption: employee only about $48,163 at 4% or $32,108 at 6%; with 50% employer match about $32,108 at 4% or $21,406 at 6%; with 100% employer match about $24,081 at 4% or $16,054 at 6%.
201112$15,380$4,037$2,019iApproximate average salary by contribution assumption: employee only about $50,463 at 4% or $33,642 at 6%; with 50% employer match about $33,642 at 4% or $22,428 at 6%; with 100% employer match about $25,231 at 4% or $16,821 at 6%.
Custodial Money Purchase Plan-2$15,380$4,037$2,019iApproximate average salary by contribution assumption: employee only about $50,463 at 4% or $33,642 at 6%; with 50% employer match about $33,642 at 4% or $22,428 at 6%; with 100% employer match about $25,231 at 4% or $16,821 at 6%.
201012$15,935$4,198$2,099iApproximate average salary by contribution assumption: employee only about $52,475 at 4% or $34,983 at 6%; with 50% employer match about $34,983 at 4% or $23,322 at 6%; with 100% employer match about $26,238 at 4% or $17,492 at 6%.
Custodial Money Purchase Plan-2$15,935$4,198$2,099iApproximate average salary by contribution assumption: employee only about $52,475 at 4% or $34,983 at 6%; with 50% employer match about $34,983 at 4% or $23,322 at 6%; with 100% employer match about $26,238 at 4% or $17,492 at 6%.
200912$48,307$10,089$5,045iApproximate average salary by contribution assumption: employee only about $126,113 at 4% or $84,075 at 6%; with 50% employer match about $84,075 at 4% or $56,050 at 6%; with 100% employer match about $63,056 at 4% or $42,038 at 6%.
Custodial Money Purchase Plan-2$48,307$10,089$5,045iApproximate average salary by contribution assumption: employee only about $126,113 at 4% or $84,075 at 6%; with 50% employer match about $84,075 at 4% or $56,050 at 6%; with 100% employer match about $63,056 at 4% or $42,038 at 6%.
200612$68,231$6,829$3,415iApproximate average salary by contribution assumption: employee only about $85,363 at 4% or $56,908 at 6%; with 50% employer match about $56,908 at 4% or $37,939 at 6%; with 100% employer match about $42,681 at 4% or $28,454 at 6%.
Custodial Money Purchase Plan-2$68,231$6,829$3,415iApproximate average salary by contribution assumption: employee only about $85,363 at 4% or $56,908 at 6%; with 50% employer match about $56,908 at 4% or $37,939 at 6%; with 100% employer match about $42,681 at 4% or $28,454 at 6%.
200512$64,597$4,365$2,183iApproximate average salary by contribution assumption: employee only about $54,563 at 4% or $36,375 at 6%; with 50% employer match about $36,375 at 4% or $24,250 at 6%; with 100% employer match about $27,281 at 4% or $18,188 at 6%.
Custodial Money Purchase Plan-2$64,597$4,365$2,183iApproximate average salary by contribution assumption: employee only about $54,563 at 4% or $36,375 at 6%; with 50% employer match about $36,375 at 4% or $24,250 at 6%; with 100% employer match about $27,281 at 4% or $18,188 at 6%.
200412$49,322$4,615$2,308iApproximate average salary by contribution assumption: employee only about $57,688 at 4% or $38,458 at 6%; with 50% employer match about $38,458 at 4% or $25,639 at 6%; with 100% employer match about $28,844 at 4% or $19,229 at 6%.
Custodial Money Purchase Plan-2$49,322$4,615$2,308iApproximate average salary by contribution assumption: employee only about $57,688 at 4% or $38,458 at 6%; with 50% employer match about $38,458 at 4% or $25,639 at 6%; with 100% employer match about $28,844 at 4% or $19,229 at 6%.
200312$77,141$8,343$4,172iApproximate average salary by contribution assumption: employee only about $104,288 at 4% or $69,525 at 6%; with 50% employer match about $69,525 at 4% or $46,350 at 6%; with 100% employer match about $52,144 at 4% or $34,763 at 6%.
Custodial Money Purchase Plan-2$77,141$8,343$4,172iApproximate average salary by contribution assumption: employee only about $104,288 at 4% or $69,525 at 6%; with 50% employer match about $69,525 at 4% or $46,350 at 6%; with 100% employer match about $52,144 at 4% or $34,763 at 6%.
200212$68,713$0-
Custodial Money Purchase Plan-2$68,713--
200112$0$0-
Custodial Money Purchase Plan-2---
200012$0$0-
Custodial Money Purchase Plan-2---