David Wolfgram
Plan context: David Wolfgram Self Employed Retirement Trust
EIN 47-0524616 • 6 filings • 3 plans
Current Snapshot
Latest Year
2004
2004 Participants
3
2004 Assets
$613,469
2004 Contributions
$25,000
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 |
|---|---|---|---|---|---|
| 2004 | 1 | 0 | $0 | $0 | - |
| David Wolfgram Self Employed Retirement Trust | - | 0 | - | - | - |
| 2003 | 1 | 3 | $0 | $0 | - |
| David Wolfgram Self Employed Retirement Trust | - | 3 | - | - | - |
| 2002 | 1 | 3 | $613,469 | $25,000 | $8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%. |
| David Wolfgram Self Employed Retirement Trust | - | 3 | $613,469 | $25,000 | $8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%. |
| 2001 | 1 | 3 | $0 | $0 | - |
| David Wolfgram Self Employed Retirement Trust | - | 3 | - | - | - |
| 2000 | 1 | 3 | $748,131 | $26,351 | $8,784iApproximate average salary by contribution assumption: employee only about $219,592 at 4% or $146,394 at 6%; with 50% employer match about $146,394 at 4% or $97,596 at 6%; with 100% employer match about $109,796 at 4% or $73,197 at 6%. |
| David Wolfgram Self Employed Retirement Trust | - | 3 | $748,131 | $26,351 | $8,784iApproximate average salary by contribution assumption: employee only about $219,592 at 4% or $146,394 at 6%; with 50% employer match about $146,394 at 4% or $97,596 at 6%; with 100% employer match about $109,796 at 4% or $73,197 at 6%. |
| 1999 | 1 | 3 | $784,462 | $20,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| David Wolfgram Self Employed Retirement Trust | - | 3 | $784,462 | $20,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |