Civic Intelligence

Dan L. Wiley & Associates Inc.

Plan context: Dan L. Wiley & Associates Inc. Money Purchase Pension Plan

EIN 65-0342900 • Stuart, FL • 17 filings • 2 plans

7000 SE Federal Hwy., Suite 305Stuart, FL 34997
Current Snapshot

Latest Year

2015

2015 Participants

1

2015 Assets

$654,089

2015 Contributions

$30,000

Historical Graphs

Total Assets Over Time

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

$654,089$327,045$0199920102015YearValue
$654,089Latest year 2015

Participants Over Time

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

320199920072015YearValue
1Latest year 2015

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
201511$654,089$30,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Dan L. Wiley & Associates Inc. Money Purchase Pension Plan-1$654,089$30,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
201411$600,019$44,150$44,150iApproximate average salary by contribution assumption: employee only about $1,103,750 at 4% or $735,833 at 6%; with 50% employer match about $735,833 at 4% or $490,556 at 6%; with 100% employer match about $551,875 at 4% or $367,917 at 6%.
Dan L. Wiley & Associates Inc. Money Purchase Pension Plan-1$600,019$44,150$44,150iApproximate average salary by contribution assumption: employee only about $1,103,750 at 4% or $735,833 at 6%; with 50% employer match about $735,833 at 4% or $490,556 at 6%; with 100% employer match about $551,875 at 4% or $367,917 at 6%.
201311$581,040$24,300$24,300iApproximate average salary by contribution assumption: employee only about $607,500 at 4% or $405,000 at 6%; with 50% employer match about $405,000 at 4% or $270,000 at 6%; with 100% employer match about $303,750 at 4% or $202,500 at 6%.
Dan L. Wiley & Associates Inc. Money Purchase Pension Plan-1$581,040$24,300$24,300iApproximate average salary by contribution assumption: employee only about $607,500 at 4% or $405,000 at 6%; with 50% employer match about $405,000 at 4% or $270,000 at 6%; with 100% employer match about $303,750 at 4% or $202,500 at 6%.
201211$515,229$10,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Dan L. Wiley & Associates Inc. Money Purchase Pension Plan-1$515,229$10,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
201111$408,214$17,000$17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%.
Dan L. Wiley & Associates Inc. Money Purchase Pension Plan-1$408,214$17,000$17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%.
201011$319,106$16,575$16,575iApproximate average salary by contribution assumption: employee only about $414,375 at 4% or $276,250 at 6%; with 50% employer match about $276,250 at 4% or $184,167 at 6%; with 100% employer match about $207,188 at 4% or $138,125 at 6%.
Dan L. Wiley & Associates Inc. Money Purchase Pension Plan-1$319,106$16,575$16,575iApproximate average salary by contribution assumption: employee only about $414,375 at 4% or $276,250 at 6%; with 50% employer match about $276,250 at 4% or $184,167 at 6%; with 100% employer match about $207,188 at 4% or $138,125 at 6%.
200911$297,180$5,464$5,464iApproximate average salary by contribution assumption: employee only about $136,600 at 4% or $91,067 at 6%; with 50% employer match about $91,067 at 4% or $60,711 at 6%; with 100% employer match about $68,300 at 4% or $45,533 at 6%.
Dan L. Wiley & Associates Inc. Money Purchase Pension Plan-1$297,180$5,464$5,464iApproximate average salary by contribution assumption: employee only about $136,600 at 4% or $91,067 at 6%; with 50% employer match about $91,067 at 4% or $60,711 at 6%; with 100% employer match about $68,300 at 4% or $45,533 at 6%.
200812$0$0-
Dan L. Wiley & Associates Inc. Money Purchase Pension Plan-2---
200712$0$0-
Dan L. Wiley & Associates Inc. Money Purchase Pension Plan-2---
200612$614,430$24,521$12,261iApproximate average salary by contribution assumption: employee only about $306,513 at 4% or $204,342 at 6%; with 50% employer match about $204,342 at 4% or $136,228 at 6%; with 100% employer match about $153,256 at 4% or $102,171 at 6%.
Dan L. Wiley & Associates Inc. Money Purchase Pension Plan-2$614,430$24,521$12,261iApproximate average salary by contribution assumption: employee only about $306,513 at 4% or $204,342 at 6%; with 50% employer match about $204,342 at 4% or $136,228 at 6%; with 100% employer match about $153,256 at 4% or $102,171 at 6%.
200512$574,637$27,390$13,695iApproximate average salary by contribution assumption: employee only about $342,375 at 4% or $228,250 at 6%; with 50% employer match about $228,250 at 4% or $152,167 at 6%; with 100% employer match about $171,188 at 4% or $114,125 at 6%.
Dan L. Wiley & Associates Inc. Money Purchase Pension Plan-2$574,637$27,390$13,695iApproximate average salary by contribution assumption: employee only about $342,375 at 4% or $228,250 at 6%; with 50% employer match about $228,250 at 4% or $152,167 at 6%; with 100% employer match about $171,188 at 4% or $114,125 at 6%.
200412$488,495$31,000$15,500iApproximate average salary by contribution assumption: employee only about $387,500 at 4% or $258,333 at 6%; with 50% employer match about $258,333 at 4% or $172,222 at 6%; with 100% employer match about $193,750 at 4% or $129,167 at 6%.
Dan L. Wiley & Associates Inc. Money Purchase Pension Plan-2$488,495$31,000$15,500iApproximate average salary by contribution assumption: employee only about $387,500 at 4% or $258,333 at 6%; with 50% employer match about $258,333 at 4% or $172,222 at 6%; with 100% employer match about $193,750 at 4% or $129,167 at 6%.
200312$0$0-
Dan L. Wiley & Associates Inc. Money Purchase Pension Plan-2---
200213$0$0-
Dan L. Wiley & Associates Inc. Money Purchase Pension Plan-3---
200113$0$0-
Dan L. Wiley & Associates Inc. Money Purchase Pension Plan-3---
200013$0$0-
Dan L. Wiley & Associates Inc. Money Purchase Pension Plan-3---
199912$247,188$31,350$15,675iApproximate average salary by contribution assumption: employee only about $391,875 at 4% or $261,250 at 6%; with 50% employer match about $261,250 at 4% or $174,167 at 6%; with 100% employer match about $195,938 at 4% or $130,625 at 6%.
Dan L. Wiley & Associates Inc. Money Purchase Pension Plan-2$247,188$31,350$15,675iApproximate average salary by contribution assumption: employee only about $391,875 at 4% or $261,250 at 6%; with 50% employer match about $261,250 at 4% or $174,167 at 6%; with 100% employer match about $195,938 at 4% or $130,625 at 6%.