Civic Intelligence

Wallace J. Wagner

Plan context: Dr. Wallace J. Wagner Money Purchase Pension Plan and Trust

EIN 42-1098518 • 10 filings • 2 plans

Current Snapshot

Latest Year

2008

2008 Participants

3

2008 Assets

$824,557

2008 Contributions

$27,986

Historical Graphs

Total Assets Over Time

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

$1,046,641$523,321$0199920042008YearValue
$824,557Latest year 2008

Participants Over Time

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

420199920042008YearValue
3Latest year 2008

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
200813$824,557$27,986$9,329iApproximate average salary by contribution assumption: employee only about $233,217 at 4% or $155,478 at 6%; with 50% employer match about $155,478 at 4% or $103,652 at 6%; with 100% employer match about $116,608 at 4% or $77,739 at 6%.
Dr. Wallace J. Wagner Money Purchase Pension Plan and Trust-3$824,557$27,986$9,329iApproximate average salary by contribution assumption: employee only about $233,217 at 4% or $155,478 at 6%; with 50% employer match about $155,478 at 4% or $103,652 at 6%; with 100% employer match about $116,608 at 4% or $77,739 at 6%.
200713$1,046,641$37,765$12,588iApproximate average salary by contribution assumption: employee only about $314,708 at 4% or $209,806 at 6%; with 50% employer match about $209,806 at 4% or $139,870 at 6%; with 100% employer match about $157,354 at 4% or $104,903 at 6%.
Dr. Wallace J. Wagner Money Purchase Pension Plan and Trust-3$1,046,641$37,765$12,588iApproximate average salary by contribution assumption: employee only about $314,708 at 4% or $209,806 at 6%; with 50% employer match about $209,806 at 4% or $139,870 at 6%; with 100% employer match about $157,354 at 4% or $104,903 at 6%.
200613$924,254$0-
Dr. Wallace J. Wagner Money Purchase Pension Plan and Trust-3$924,254--
200513$812,886$0-
Dr. Wallace J. Wagner Money Purchase Pension Plan and Trust-3$812,886--
200414$758,163$0-
Dr. Wallace J. Wagner Money Purchase Pension Plan and Trust-4$758,163--
200313$694,617$32,033$10,678iApproximate average salary by contribution assumption: employee only about $266,942 at 4% or $177,961 at 6%; with 50% employer match about $177,961 at 4% or $118,641 at 6%; with 100% employer match about $133,471 at 4% or $88,981 at 6%.
Dr. Wallace J. Wagner Money Purchase Pension Plan and Trust-3$694,617$32,033$10,678iApproximate average salary by contribution assumption: employee only about $266,942 at 4% or $177,961 at 6%; with 50% employer match about $177,961 at 4% or $118,641 at 6%; with 100% employer match about $133,471 at 4% or $88,981 at 6%.
200213$514,951$32,024$10,675iApproximate average salary by contribution assumption: employee only about $266,867 at 4% or $177,911 at 6%; with 50% employer match about $177,911 at 4% or $118,607 at 6%; with 100% employer match about $133,433 at 4% or $88,956 at 6%.
Dr. Wallace J. Wagner Money Purchase Pension Plan and Trust-3$514,951$32,024$10,675iApproximate average salary by contribution assumption: employee only about $266,867 at 4% or $177,911 at 6%; with 50% employer match about $177,911 at 4% or $118,607 at 6%; with 100% employer match about $133,433 at 4% or $88,956 at 6%.
200113$666,906$27,444$9,148iApproximate average salary by contribution assumption: employee only about $228,700 at 4% or $152,467 at 6%; with 50% employer match about $152,467 at 4% or $101,644 at 6%; with 100% employer match about $114,350 at 4% or $76,233 at 6%.
Dr. Wallace J. Wagner Money Purchase Pension Plan and Trust-3$666,906$27,444$9,148iApproximate average salary by contribution assumption: employee only about $228,700 at 4% or $152,467 at 6%; with 50% employer match about $152,467 at 4% or $101,644 at 6%; with 100% employer match about $114,350 at 4% or $76,233 at 6%.
200014$724,346$28,341$7,085iApproximate average salary by contribution assumption: employee only about $177,131 at 4% or $118,088 at 6%; with 50% employer match about $118,088 at 4% or $78,725 at 6%; with 100% employer match about $88,566 at 4% or $59,044 at 6%.
Dr. Wallace J. Wagner Money Purchase Pension Plan and Trust-4$724,346$28,341$7,085iApproximate average salary by contribution assumption: employee only about $177,131 at 4% or $118,088 at 6%; with 50% employer match about $118,088 at 4% or $78,725 at 6%; with 100% employer match about $88,566 at 4% or $59,044 at 6%.
199913$785,500$36,162$12,054iApproximate average salary by contribution assumption: employee only about $301,350 at 4% or $200,900 at 6%; with 50% employer match about $200,900 at 4% or $133,933 at 6%; with 100% employer match about $150,675 at 4% or $100,450 at 6%.
Dr. Wallace J. Wagner Money Purchase Pension Plan and Trust-3$785,500$36,162$12,054iApproximate average salary by contribution assumption: employee only about $301,350 at 4% or $200,900 at 6%; with 50% employer match about $200,900 at 4% or $133,933 at 6%; with 100% employer match about $150,675 at 4% or $100,450 at 6%.