Civic Intelligence

Warton Financial Services Inc.

Plan context: Warton Financial Services Inc. Profit Sharing Plan

EIN 73-1213370 • 8 filings • 3 plans

Current Snapshot

Latest Year

2006

2006 Participants

3

2006 Assets

$317,957

2006 Contributions

$599

Historical Graphs

Total Assets Over Time

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

$615,887$307,944$0199920022005YearValue
$317,957Latest year 2005

Participants Over Time

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

950199920022005YearValue
3Latest year 2005

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
200610$0$0-
Warton Financial Services Inc. Profit Sharing Plan-0---
200513$317,957$0-
Warton Financial Services Inc. Profit Sharing Plan-3$317,957--
200416$375,779$0-
Warton Financial Services Inc. Profit Sharing Plan-6$375,779--
200318$378,361$599$75iApproximate average salary by contribution assumption: employee only about $1,872 at 4% or $1,248 at 6%; with 50% employer match about $1,248 at 4% or $832 at 6%; with 100% employer match about $936 at 4% or $624 at 6%.
Warton Financial Services Inc. Profit Sharing Plan-8$378,361$599$75iApproximate average salary by contribution assumption: employee only about $1,872 at 4% or $1,248 at 6%; with 50% employer match about $1,248 at 4% or $832 at 6%; with 100% employer match about $936 at 4% or $624 at 6%.
200217$377,100$8,757$1,251iApproximate average salary by contribution assumption: employee only about $31,275 at 4% or $20,850 at 6%; with 50% employer match about $20,850 at 4% or $13,900 at 6%; with 100% employer match about $15,638 at 4% or $10,425 at 6%.
Warton Financial Services Inc. Profit Sharing Plan-7$377,100$8,757$1,251iApproximate average salary by contribution assumption: employee only about $31,275 at 4% or $20,850 at 6%; with 50% employer match about $20,850 at 4% or $13,900 at 6%; with 100% employer match about $15,638 at 4% or $10,425 at 6%.
200119$448,791$28,192$3,132iApproximate average salary by contribution assumption: employee only about $78,311 at 4% or $52,207 at 6%; with 50% employer match about $52,207 at 4% or $34,805 at 6%; with 100% employer match about $39,156 at 4% or $26,104 at 6%.
Warton Financial Services Inc. Profit Sharing Plan-9$448,791$28,192$3,132iApproximate average salary by contribution assumption: employee only about $78,311 at 4% or $52,207 at 6%; with 50% employer match about $52,207 at 4% or $34,805 at 6%; with 100% employer match about $39,156 at 4% or $26,104 at 6%.
200019$481,991$26,745$2,972iApproximate average salary by contribution assumption: employee only about $74,292 at 4% or $49,528 at 6%; with 50% employer match about $49,528 at 4% or $33,019 at 6%; with 100% employer match about $37,146 at 4% or $24,764 at 6%.
Warton Financial Services Inc. Profit Sharing Plan-9$481,991$26,745$2,972iApproximate average salary by contribution assumption: employee only about $74,292 at 4% or $49,528 at 6%; with 50% employer match about $49,528 at 4% or $33,019 at 6%; with 100% employer match about $37,146 at 4% or $24,764 at 6%.
199919$615,887$35,254$3,917iApproximate average salary by contribution assumption: employee only about $97,928 at 4% or $65,285 at 6%; with 50% employer match about $65,285 at 4% or $43,523 at 6%; with 100% employer match about $48,964 at 4% or $32,643 at 6%.
Warton Financial Services Inc. Profit Sharing Plan-9$615,887$35,254$3,917iApproximate average salary by contribution assumption: employee only about $97,928 at 4% or $65,285 at 6%; with 50% employer match about $65,285 at 4% or $43,523 at 6%; with 100% employer match about $48,964 at 4% or $32,643 at 6%.