Civic Intelligence

Wellington Academy Inc.

Plan context: Wellington Academy Inc. 401K Profit Sharing Plan & Trust

EIN 59-2606136 • Fort Myers, FL • 8 filings • 2 plans

12734 Kenwood Lane, Suite 39Fort Myers, FL 33907
Current Snapshot

Latest Year

2009

2009 Participants

69

2009 Assets

$362,919

2009 Contributions

$3,901

Historical Graphs

Total Assets Over Time

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

$431,268$215,634$0200220052008YearValue
$362,919Latest year 2008

Participants Over Time

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

69350200220052008YearValue
69Latest year 2008

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
200910$0$3,901-
Wellington Academy Inc. 401K Profit Sharing Plan & Trust-0$0$3,901-
2008169$362,919$91,998$1,333iApproximate average salary by contribution assumption: employee only about $33,333 at 4% or $22,222 at 6%; with 50% employer match about $22,222 at 4% or $14,814 at 6%; with 100% employer match about $16,666 at 4% or $11,111 at 6%.
Wellington Academy Inc. 401K Profit Sharing Plan & Trust-69$362,919$91,998$1,333iApproximate average salary by contribution assumption: employee only about $33,333 at 4% or $22,222 at 6%; with 50% employer match about $22,222 at 4% or $14,814 at 6%; with 100% employer match about $16,666 at 4% or $11,111 at 6%.
2007154$431,268$88,298$1,635iApproximate average salary by contribution assumption: employee only about $40,879 at 4% or $27,252 at 6%; with 50% employer match about $27,252 at 4% or $18,168 at 6%; with 100% employer match about $20,439 at 4% or $13,626 at 6%.
Wellington Academy Inc. 401K Profit Sharing Plan & Trust-54$431,268$88,298$1,635iApproximate average salary by contribution assumption: employee only about $40,879 at 4% or $27,252 at 6%; with 50% employer match about $27,252 at 4% or $18,168 at 6%; with 100% employer match about $20,439 at 4% or $13,626 at 6%.
2006151$348,420$86,087$1,688iApproximate average salary by contribution assumption: employee only about $42,200 at 4% or $28,133 at 6%; with 50% employer match about $28,133 at 4% or $18,755 at 6%; with 100% employer match about $21,100 at 4% or $14,067 at 6%.
Wellington Academy Inc. 401K Profit Sharing Plan & Trust-51$348,420$86,087$1,688iApproximate average salary by contribution assumption: employee only about $42,200 at 4% or $28,133 at 6%; with 50% employer match about $28,133 at 4% or $18,755 at 6%; with 100% employer match about $21,100 at 4% or $14,067 at 6%.
2005153$249,191$77,527$1,463iApproximate average salary by contribution assumption: employee only about $36,569 at 4% or $24,380 at 6%; with 50% employer match about $24,380 at 4% or $16,253 at 6%; with 100% employer match about $18,285 at 4% or $12,190 at 6%.
Wellington Academy Inc. 401K Profit Sharing Plan & Trust-53$249,191$77,527$1,463iApproximate average salary by contribution assumption: employee only about $36,569 at 4% or $24,380 at 6%; with 50% employer match about $24,380 at 4% or $16,253 at 6%; with 100% employer match about $18,285 at 4% or $12,190 at 6%.
2004162$189,606$74,826$1,207iApproximate average salary by contribution assumption: employee only about $30,172 at 4% or $20,115 at 6%; with 50% employer match about $20,115 at 4% or $13,410 at 6%; with 100% employer match about $15,086 at 4% or $10,057 at 6%.
Wellington Academy Inc. 401K Profit Sharing Plan & Trust-62$189,606$74,826$1,207iApproximate average salary by contribution assumption: employee only about $30,172 at 4% or $20,115 at 6%; with 50% employer match about $20,115 at 4% or $13,410 at 6%; with 100% employer match about $15,086 at 4% or $10,057 at 6%.
2003152$106,150$59,106$1,137iApproximate average salary by contribution assumption: employee only about $28,416 at 4% or $18,944 at 6%; with 50% employer match about $18,944 at 4% or $12,629 at 6%; with 100% employer match about $14,208 at 4% or $9,472 at 6%.
Wellington Academy Inc. 401K Profit Sharing Plan & Trust-52$106,150$59,106$1,137iApproximate average salary by contribution assumption: employee only about $28,416 at 4% or $18,944 at 6%; with 50% employer match about $18,944 at 4% or $12,629 at 6%; with 100% employer match about $14,208 at 4% or $9,472 at 6%.
2002141$36,429$36,259$884iApproximate average salary by contribution assumption: employee only about $22,109 at 4% or $14,739 at 6%; with 50% employer match about $14,739 at 4% or $9,826 at 6%; with 100% employer match about $11,055 at 4% or $7,370 at 6%.
Wellington Academy Inc. 401K Profit Sharing Plan & Trust-41$36,429$36,259$884iApproximate average salary by contribution assumption: employee only about $22,109 at 4% or $14,739 at 6%; with 50% employer match about $14,739 at 4% or $9,826 at 6%; with 100% employer match about $11,055 at 4% or $7,370 at 6%.