Robert a. Wagner Insurance Agency,
Plan context: Robert a. Wagner Insurance Agency Inc. Profit Sharing Plan
EIN 59-1900229 • 11 filings • 4 plans
Current Snapshot
Latest Year
2005
2005 Participants
2
2005 Assets
$1,451,077
2005 Contributions
$1,964
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 |
|---|---|---|---|---|---|
| 2005 | 1 | 0 | $0 | $0 | - |
| Robert a. Wagner Insurance Agency Inc. Profit Sharing Plan | - | 0 | - | - | - |
| 2004 | 1 | 2 | $1,451,077 | $0 | - |
| Robert a. Wagner Insurance Agency Inc. Profit Sharing Plan | - | 2 | $1,451,077 | - | - |
| 2003 | 1 | 2 | $1,328,513 | $1,964 | $982iApproximate average salary by contribution assumption: employee only about $24,550 at 4% or $16,367 at 6%; with 50% employer match about $16,367 at 4% or $10,911 at 6%; with 100% employer match about $12,275 at 4% or $8,183 at 6%. |
| Robert a. Wagner Insurance Agency Inc. Profit Sharing Plan | - | 2 | $1,328,513 | $1,964 | $982iApproximate average salary by contribution assumption: employee only about $24,550 at 4% or $16,367 at 6%; with 50% employer match about $16,367 at 4% or $10,911 at 6%; with 100% employer match about $12,275 at 4% or $8,183 at 6%. |
| 2002 | 2 | 4 | $0 | $0 | - |
| Robert a. Wagner Insurance Agency Inc. Profit Sharing Plan | - | 4 | - | - | - |
| Robert a. Wagner Insurance Agency Inc. Pension Plan | - | 0 | - | - | - |
| 2001 | 2 | 3 | $0 | $0 | - |
| Robert a. Wagner Insurance Agency Inc. Profit Sharing Plan | - | 3 | - | - | - |
| Robert a. Wagner Insurance Agency Inc. Pension Plan | - | 3 | - | - | - |
| 2000 | 2 | 5 | $1,498,689 | $62,360 | $12,472iApproximate average salary by contribution assumption: employee only about $311,800 at 4% or $207,867 at 6%; with 50% employer match about $207,867 at 4% or $138,578 at 6%; with 100% employer match about $155,900 at 4% or $103,933 at 6%. |
| Robert a. Wagner Insurance Agency Inc. Profit Sharing Plan | - | 5 | $902,400 | $32,018 | $6,404iApproximate average salary by contribution assumption: employee only about $160,090 at 4% or $106,727 at 6%; with 50% employer match about $106,727 at 4% or $71,151 at 6%; with 100% employer match about $80,045 at 4% or $53,363 at 6%. |
| Robert a. Wagner Insurance Agency Inc. Pension Plan | - | 5 | $596,289 | $30,342 | $6,068iApproximate average salary by contribution assumption: employee only about $151,710 at 4% or $101,140 at 6%; with 50% employer match about $101,140 at 4% or $67,427 at 6%; with 100% employer match about $75,855 at 4% or $50,570 at 6%. |
| 1999 | 2 | 5 | $1,920,764 | $55,585 | $11,117iApproximate average salary by contribution assumption: employee only about $277,925 at 4% or $185,283 at 6%; with 50% employer match about $185,283 at 4% or $123,522 at 6%; with 100% employer match about $138,963 at 4% or $92,642 at 6%. |
| Robert a. Wagner Insurance Agency Inc. Profit Sharing Plan | - | 5 | $1,142,881 | $26,034 | $5,207iApproximate average salary by contribution assumption: employee only about $130,170 at 4% or $86,780 at 6%; with 50% employer match about $86,780 at 4% or $57,853 at 6%; with 100% employer match about $65,085 at 4% or $43,390 at 6%. |
| Robert a. Wagner Insurance Agency Inc. Pension Plan | - | 5 | $777,883 | $29,551 | $5,910iApproximate average salary by contribution assumption: employee only about $147,755 at 4% or $98,503 at 6%; with 50% employer match about $98,503 at 4% or $65,669 at 6%; with 100% employer match about $73,878 at 4% or $49,252 at 6%. |