Civic Intelligence

James V Trask

Plan context: The James V Trask Pension Plan

EIN 42-1424148 • Waverly, IA • 24 filings • 2 plans

2465 Hilton AveWaverly, IA 50677
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$349,876

2024 Contributions

$59,585

Historical Graphs

Total Assets Over Time

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

$349,876$174,938$0200820162024YearValue
$349,876Latest year 2024

Participants Over Time

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

320200720162024YearValue
2Latest year 2024

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
202412$349,876$59,585$29,793iApproximate average salary by contribution assumption: employee only about $744,813 at 4% or $496,542 at 6%; with 50% employer match about $496,542 at 4% or $331,028 at 6%; with 100% employer match about $372,406 at 4% or $248,271 at 6%.
The James V Trask Pension Plan-2$349,876$59,585$29,793iApproximate average salary by contribution assumption: employee only about $744,813 at 4% or $496,542 at 6%; with 50% employer match about $496,542 at 4% or $331,028 at 6%; with 100% employer match about $372,406 at 4% or $248,271 at 6%.
202312$245,191$53,857$26,929iApproximate average salary by contribution assumption: employee only about $673,213 at 4% or $448,808 at 6%; with 50% employer match about $448,808 at 4% or $299,206 at 6%; with 100% employer match about $336,606 at 4% or $224,404 at 6%.
The James V Trask Pension Plan-2$245,191$53,857$26,929iApproximate average salary by contribution assumption: employee only about $673,213 at 4% or $448,808 at 6%; with 50% employer match about $448,808 at 4% or $299,206 at 6%; with 100% employer match about $336,606 at 4% or $224,404 at 6%.
202211$177,577$43,556$43,556iApproximate average salary by contribution assumption: employee only about $1,088,900 at 4% or $725,933 at 6%; with 50% employer match about $725,933 at 4% or $483,956 at 6%; with 100% employer match about $544,450 at 4% or $362,967 at 6%.
The James V Trask Pension Plan-1$177,577$43,556$43,556iApproximate average salary by contribution assumption: employee only about $1,088,900 at 4% or $725,933 at 6%; with 50% employer match about $725,933 at 4% or $483,956 at 6%; with 100% employer match about $544,450 at 4% or $362,967 at 6%.
202113$103,993$25,415$8,472iApproximate average salary by contribution assumption: employee only about $211,792 at 4% or $141,194 at 6%; with 50% employer match about $141,194 at 4% or $94,130 at 6%; with 100% employer match about $105,896 at 4% or $70,597 at 6%.
The James V Trask Pension Plan-3$103,993$25,415$8,472iApproximate average salary by contribution assumption: employee only about $211,792 at 4% or $141,194 at 6%; with 50% employer match about $141,194 at 4% or $94,130 at 6%; with 100% employer match about $105,896 at 4% or $70,597 at 6%.
202011$77,392$14,098$14,098iApproximate average salary by contribution assumption: employee only about $352,450 at 4% or $234,967 at 6%; with 50% employer match about $234,967 at 4% or $156,644 at 6%; with 100% employer match about $176,225 at 4% or $117,483 at 6%.
The James V Trask Pension Plan-1$77,392$14,098$14,098iApproximate average salary by contribution assumption: employee only about $352,450 at 4% or $234,967 at 6%; with 50% employer match about $234,967 at 4% or $156,644 at 6%; with 100% employer match about $176,225 at 4% or $117,483 at 6%.
201912$109,932$13,699$6,850iApproximate average salary by contribution assumption: employee only about $171,238 at 4% or $114,158 at 6%; with 50% employer match about $114,158 at 4% or $76,106 at 6%; with 100% employer match about $85,619 at 4% or $57,079 at 6%.
The James V Trask Pension Plan-2$109,932$13,699$6,850iApproximate average salary by contribution assumption: employee only about $171,238 at 4% or $114,158 at 6%; with 50% employer match about $114,158 at 4% or $76,106 at 6%; with 100% employer match about $85,619 at 4% or $57,079 at 6%.
201812$106,847$12,394$6,197iApproximate average salary by contribution assumption: employee only about $154,925 at 4% or $103,283 at 6%; with 50% employer match about $103,283 at 4% or $68,856 at 6%; with 100% employer match about $77,463 at 4% or $51,642 at 6%.
The James V Trask Pension Plan-2$106,847$12,394$6,197iApproximate average salary by contribution assumption: employee only about $154,925 at 4% or $103,283 at 6%; with 50% employer match about $103,283 at 4% or $68,856 at 6%; with 100% employer match about $77,463 at 4% or $51,642 at 6%.
201712$94,454$9,940$4,970iApproximate average salary by contribution assumption: employee only about $124,250 at 4% or $82,833 at 6%; with 50% employer match about $82,833 at 4% or $55,222 at 6%; with 100% employer match about $62,125 at 4% or $41,417 at 6%.
The James V Trask Pension Plan-2$94,454$9,940$4,970iApproximate average salary by contribution assumption: employee only about $124,250 at 4% or $82,833 at 6%; with 50% employer match about $82,833 at 4% or $55,222 at 6%; with 100% employer match about $62,125 at 4% or $41,417 at 6%.
201612$74,827$0-
The James V Trask Pension Plan-2$74,827--
201512$62,635$0-
The James V Trask Pension Plan-2$62,635--
201412$54,538$0-
The James V Trask Pension Plan-2$54,538--
201312$52,260$0-
The James V Trask Pension Plan-2$52,260--
201212$70,152$0-
The James V Trask Pension Plan-2$70,152--
201112$65,982$0-
The James V Trask Pension Plan-2$65,982--
201013$63,418$5,242$1,747iApproximate average salary by contribution assumption: employee only about $43,683 at 4% or $29,122 at 6%; with 50% employer match about $29,122 at 4% or $19,415 at 6%; with 100% employer match about $21,842 at 4% or $14,561 at 6%.
The James V Trask Pension Plan-3$63,418$5,242$1,747iApproximate average salary by contribution assumption: employee only about $43,683 at 4% or $29,122 at 6%; with 50% employer match about $29,122 at 4% or $19,415 at 6%; with 100% employer match about $21,842 at 4% or $14,561 at 6%.
200923$64,520$18,761$6,254iApproximate average salary by contribution assumption: employee only about $156,342 at 4% or $104,228 at 6%; with 50% employer match about $104,228 at 4% or $69,485 at 6%; with 100% employer match about $78,171 at 4% or $52,114 at 6%.
The James V Trask Pension Plan-3$64,520$18,761$6,254iApproximate average salary by contribution assumption: employee only about $156,342 at 4% or $104,228 at 6%; with 50% employer match about $104,228 at 4% or $69,485 at 6%; with 100% employer match about $78,171 at 4% or $52,114 at 6%.
The James V Trask Pension Plan-0---
200822$124,436$17,761$8,881iApproximate average salary by contribution assumption: employee only about $222,013 at 4% or $148,008 at 6%; with 50% employer match about $148,008 at 4% or $98,672 at 6%; with 100% employer match about $111,006 at 4% or $74,004 at 6%.
The James V Trask Pension Plan-2$90,502$17,761$8,881iApproximate average salary by contribution assumption: employee only about $222,013 at 4% or $148,008 at 6%; with 50% employer match about $148,008 at 4% or $98,672 at 6%; with 100% employer match about $111,006 at 4% or $74,004 at 6%.
The James V Trask Pension Plan-2$33,934--
200722$0$0-
The James V Trask Pension Plan-2---
The James V Trask Pension Plan-2---
200610$0$0-
The James V Trask Pension Plan-0---
200510$0$0-
The James V Trask Pension Plan-0---
200410$0$0-
The James V Trask Pension Plan-0---