Woodstork Wisdom Inc.
Plan context: Ellen R. Siegel & Associates Retirement Plan and Trust
EIN 46-1485011 • Miami, FL • 6 filings • 1 plans
Current Snapshot
Latest Year
2018
2018 Participants
3
2018 Assets
$636,215
2018 Contributions
$59,000
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 0 | $0 | $0 | - |
| Ellen R. Siegel & Associates Retirement Plan and Trust | - | 0 | $0 | $0 | - |
| 2017 | 1 | 3 | $636,215 | $59,000 | $19,667iApproximate average salary by contribution assumption: employee only about $491,667 at 4% or $327,778 at 6%; with 50% employer match about $327,778 at 4% or $218,519 at 6%; with 100% employer match about $245,833 at 4% or $163,889 at 6%. |
| Ellen R. Siegel & Associates Retirement Plan and Trust | - | 3 | $636,215 | $59,000 | $19,667iApproximate average salary by contribution assumption: employee only about $491,667 at 4% or $327,778 at 6%; with 50% employer match about $327,778 at 4% or $218,519 at 6%; with 100% employer match about $245,833 at 4% or $163,889 at 6%. |
| 2016 | 1 | 3 | $505,551 | $254,453 | $84,818iApproximate average salary by contribution assumption: employee only about $2,120,442 at 4% or $1,413,628 at 6%; with 50% employer match about $1,413,628 at 4% or $942,419 at 6%; with 100% employer match about $1,060,221 at 4% or $706,814 at 6%. |
| Ellen R. Siegel & Associates Retirement Plan and Trust | - | 3 | $505,551 | $254,453 | $84,818iApproximate average salary by contribution assumption: employee only about $2,120,442 at 4% or $1,413,628 at 6%; with 50% employer match about $1,413,628 at 4% or $942,419 at 6%; with 100% employer match about $1,060,221 at 4% or $706,814 at 6%. |
| 2015 | 1 | 3 | $229,948 | $61,059 | $20,353iApproximate average salary by contribution assumption: employee only about $508,825 at 4% or $339,217 at 6%; with 50% employer match about $339,217 at 4% or $226,144 at 6%; with 100% employer match about $254,413 at 4% or $169,608 at 6%. |
| Ellen R. Siegel & Associates Retirement Plan and Trust | - | 3 | $229,948 | $61,059 | $20,353iApproximate average salary by contribution assumption: employee only about $508,825 at 4% or $339,217 at 6%; with 50% employer match about $339,217 at 4% or $226,144 at 6%; with 100% employer match about $254,413 at 4% or $169,608 at 6%. |
| 2014 | 1 | 2 | $153,635 | $58,766 | $29,383iApproximate average salary by contribution assumption: employee only about $734,575 at 4% or $489,717 at 6%; with 50% employer match about $489,717 at 4% or $326,478 at 6%; with 100% employer match about $367,288 at 4% or $244,858 at 6%. |
| Ellen R. Siegel & Associates Retirement Plan and Trust | - | 2 | $153,635 | $58,766 | $29,383iApproximate average salary by contribution assumption: employee only about $734,575 at 4% or $489,717 at 6%; with 50% employer match about $489,717 at 4% or $326,478 at 6%; with 100% employer match about $367,288 at 4% or $244,858 at 6%. |
| 2013 | 1 | 2 | $91,783 | $57,121 | $28,561iApproximate average salary by contribution assumption: employee only about $714,013 at 4% or $476,008 at 6%; with 50% employer match about $476,008 at 4% or $317,339 at 6%; with 100% employer match about $357,006 at 4% or $238,004 at 6%. |
| Ellen R. Siegel & Associates Retirement Plan and Trust | - | 2 | $91,783 | $57,121 | $28,561iApproximate average salary by contribution assumption: employee only about $714,013 at 4% or $476,008 at 6%; with 50% employer match about $476,008 at 4% or $317,339 at 6%; with 100% employer match about $357,006 at 4% or $238,004 at 6%. |