Civic Intelligence

David a. Willens and Associates, P. A.

Plan context: David a. Willens and Associates, P.A. Money Purchase Plan

EIN 65-0868927 • 4 filings • 1 plans

Current Snapshot

Latest Year

2002

2002 Participants

2

2002 Assets

$42,667

2002 Contributions

$25,000

Historical Graphs

Total Assets Over Time

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

$42,667$21,334$01999YearValue
$42,667Latest year 1999

Participants Over Time

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

210199920002001YearValue
2Latest year 2001

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
200210$0$0-
David a. Willens and Associates, P.A. Money Purchase Plan-0---
200112$0$0-
David a. Willens and Associates, P.A. Money Purchase Plan-2---
200012$0$0-
David a. Willens and Associates, P.A. Money Purchase Plan-2---
199911$42,667$25,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
David a. Willens and Associates, P.A. Money Purchase Plan-1$42,667$25,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.