Civic Intelligence

Wood-Fullerton Leasing LLC

Plan context: WOOD & FULLERTON LEASING, LLC CASH BALANCE PLAN

EIN 58-1893607 • Roswell, GA • 10 filings • 2 plans

555 Sun Valley Drive, Suite J2Roswell, GA 30076
Current Snapshot

Latest Year

2014

2014 Participants

2

2014 Assets

$375,000

2014 Contributions

$375,000

Historical Graphs

Total Assets Over Time

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

$544,811$272,406$0200620102014YearValue
$375,000Latest year 2014

Participants Over Time

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

320200520092014YearValue
2Latest year 2014

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
201412$375,000$375,000$187,500iApproximate average salary by contribution assumption: employee only about $4,687,500 at 4% or $3,125,000 at 6%; with 50% employer match about $3,125,000 at 4% or $2,083,333 at 6%; with 100% employer match about $2,343,750 at 4% or $1,562,500 at 6%.
WOOD & FULLERTON LEASING, LLC CASH BALANCE PLAN-2$375,000$375,000$187,500iApproximate average salary by contribution assumption: employee only about $4,687,500 at 4% or $3,125,000 at 6%; with 50% employer match about $3,125,000 at 4% or $2,083,333 at 6%; with 100% employer match about $2,343,750 at 4% or $1,562,500 at 6%.
201310$0$0-
Wood-Fullerton Leasing LLC Defined Benefit Plan-0$0--
201212$544,811$0-
Wood-Fullerton Leasing LLC Defined Benefit Plan-2$544,811--
201112$500,289$0-
Wood-Fullerton Leasing LLC Defined Benefit Plan-2$500,289--
201013$491,131$17,946$5,982iApproximate average salary by contribution assumption: employee only about $149,550 at 4% or $99,700 at 6%; with 50% employer match about $99,700 at 4% or $66,467 at 6%; with 100% employer match about $74,775 at 4% or $49,850 at 6%.
Wood-Fullerton Leasing LLC Defined Benefit Plan-3$491,131$17,946$5,982iApproximate average salary by contribution assumption: employee only about $149,550 at 4% or $99,700 at 6%; with 50% employer match about $99,700 at 4% or $66,467 at 6%; with 100% employer match about $74,775 at 4% or $49,850 at 6%.
200913$443,392$0-
Wood-Fullerton Leasing LLC Defined Benefit Plan-3$443,392--
200813$386,375$0-
Wood-Fullerton Leasing LLC Defined Benefit Plan-3$386,375--
200713$0$0-
Wood-Fullerton Leasing LLC Defined Benefit Plan-3---
200613$320,592$66,245$22,082iApproximate average salary by contribution assumption: employee only about $552,042 at 4% or $368,028 at 6%; with 50% employer match about $368,028 at 4% or $245,352 at 6%; with 100% employer match about $276,021 at 4% or $184,014 at 6%.
Wood-Fullerton Leasing LLC Defined Benefit Plan-3$320,592$66,245$22,082iApproximate average salary by contribution assumption: employee only about $552,042 at 4% or $368,028 at 6%; with 50% employer match about $368,028 at 4% or $245,352 at 6%; with 100% employer match about $276,021 at 4% or $184,014 at 6%.
200513$0$0-
Wood-Fullerton Leasing LLC Defined Benefit Plan-3---