Civic Intelligence

William F. Koester

Plan context: William F. Koester Self-Employed Retirement Plan

EIN 74-2025807 • Portland, TX • 19 filings • 1 plans

411 Long Point DrivePortland, TX 78374
Current Snapshot

Latest Year

2017

2017 Participants

2

2017 Assets

$747,993

2017 Contributions

$16,552

Historical Graphs

Total Assets Over Time

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

$875,824$437,912$0199920082016YearValue
$747,993Latest year 2016

Participants Over Time

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

320199920082016YearValue
2Latest year 2016

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
201710$0$0-
William F. Koester Self-Employed Retirement Plan-0$0--
201612$747,993$0-
William F. Koester Self-Employed Retirement Plan-2$747,993--
201512$781,034$0-
William F. Koester Self-Employed Retirement Plan-2$781,034--
201412$871,981$0-
William F. Koester Self-Employed Retirement Plan-2$871,981--
201312$875,824$0-
William F. Koester Self-Employed Retirement Plan-2$875,824--
201212$804,016$0-
William F. Koester Self-Employed Retirement Plan-2$804,016--
201112$742,197$0-
William F. Koester Self-Employed Retirement Plan-2$742,197--
201012$775,623$0-
William F. Koester Self-Employed Retirement Plan-2$775,623--
200912$697,410$0-
William F. Koester Self-Employed Retirement Plan-2$697,410--
200813$576,312$0-
William F. Koester Self-Employed Retirement Plan-3$576,312--
200713$731,053$16,552$5,517iApproximate average salary by contribution assumption: employee only about $137,933 at 4% or $91,956 at 6%; with 50% employer match about $91,956 at 4% or $61,304 at 6%; with 100% employer match about $68,967 at 4% or $45,978 at 6%.
William F. Koester Self-Employed Retirement Plan-3$731,053$16,552$5,517iApproximate average salary by contribution assumption: employee only about $137,933 at 4% or $91,956 at 6%; with 50% employer match about $91,956 at 4% or $61,304 at 6%; with 100% employer match about $68,967 at 4% or $45,978 at 6%.
200613$698,058$16,846$5,615iApproximate average salary by contribution assumption: employee only about $140,383 at 4% or $93,589 at 6%; with 50% employer match about $93,589 at 4% or $62,393 at 6%; with 100% employer match about $70,192 at 4% or $46,794 at 6%.
William F. Koester Self-Employed Retirement Plan-3$698,058$16,846$5,615iApproximate average salary by contribution assumption: employee only about $140,383 at 4% or $93,589 at 6%; with 50% employer match about $93,589 at 4% or $62,393 at 6%; with 100% employer match about $70,192 at 4% or $46,794 at 6%.
200513$605,672$26,613$8,871iApproximate average salary by contribution assumption: employee only about $221,775 at 4% or $147,850 at 6%; with 50% employer match about $147,850 at 4% or $98,567 at 6%; with 100% employer match about $110,888 at 4% or $73,925 at 6%.
William F. Koester Self-Employed Retirement Plan-3$605,672$26,613$8,871iApproximate average salary by contribution assumption: employee only about $221,775 at 4% or $147,850 at 6%; with 50% employer match about $147,850 at 4% or $98,567 at 6%; with 100% employer match about $110,888 at 4% or $73,925 at 6%.
200413$548,625$9,659$3,220iApproximate average salary by contribution assumption: employee only about $80,492 at 4% or $53,661 at 6%; with 50% employer match about $53,661 at 4% or $35,774 at 6%; with 100% employer match about $40,246 at 4% or $26,831 at 6%.
William F. Koester Self-Employed Retirement Plan-3$548,625$9,659$3,220iApproximate average salary by contribution assumption: employee only about $80,492 at 4% or $53,661 at 6%; with 50% employer match about $53,661 at 4% or $35,774 at 6%; with 100% employer match about $40,246 at 4% or $26,831 at 6%.
200313$504,161$99,553$33,184iApproximate average salary by contribution assumption: employee only about $829,608 at 4% or $553,072 at 6%; with 50% employer match about $553,072 at 4% or $368,715 at 6%; with 100% employer match about $414,804 at 4% or $276,536 at 6%.
William F. Koester Self-Employed Retirement Plan-3$504,161$99,553$33,184iApproximate average salary by contribution assumption: employee only about $829,608 at 4% or $553,072 at 6%; with 50% employer match about $553,072 at 4% or $368,715 at 6%; with 100% employer match about $414,804 at 4% or $276,536 at 6%.
200212$353,908$16,276$8,138iApproximate average salary by contribution assumption: employee only about $203,450 at 4% or $135,633 at 6%; with 50% employer match about $135,633 at 4% or $90,422 at 6%; with 100% employer match about $101,725 at 4% or $67,817 at 6%.
William F. Koester Self-Employed Retirement Plan-2$353,908$16,276$8,138iApproximate average salary by contribution assumption: employee only about $203,450 at 4% or $135,633 at 6%; with 50% employer match about $135,633 at 4% or $90,422 at 6%; with 100% employer match about $101,725 at 4% or $67,817 at 6%.
200113$0$0-
William F. Koester Self-Employed Retirement Plan-3---
200013$414,856$16,258$5,419iApproximate average salary by contribution assumption: employee only about $135,483 at 4% or $90,322 at 6%; with 50% employer match about $90,322 at 4% or $60,215 at 6%; with 100% employer match about $67,742 at 4% or $45,161 at 6%.
William F. Koester Self-Employed Retirement Plan-3$414,856$16,258$5,419iApproximate average salary by contribution assumption: employee only about $135,483 at 4% or $90,322 at 6%; with 50% employer match about $90,322 at 4% or $60,215 at 6%; with 100% employer match about $67,742 at 4% or $45,161 at 6%.
199913$396,553$16,182$5,394iApproximate average salary by contribution assumption: employee only about $134,850 at 4% or $89,900 at 6%; with 50% employer match about $89,900 at 4% or $59,933 at 6%; with 100% employer match about $67,425 at 4% or $44,950 at 6%.
William F. Koester Self-Employed Retirement Plan-3$396,553$16,182$5,394iApproximate average salary by contribution assumption: employee only about $134,850 at 4% or $89,900 at 6%; with 50% employer match about $89,900 at 4% or $59,933 at 6%; with 100% employer match about $67,425 at 4% or $44,950 at 6%.