Fidelity bond in place
Not reported
Jackson D. Wagnon, M.D., P.A. • EIN 75-2670224 • Plan year 2007
Participants
Down22 → 18
-4 • -18.18%
Assets
No comparison- → -
No earlier value available.
Investment Management Fee
-
Admin expenses - • Total expenses -
Filing Details
ContextStatus Flags
Fidelity bond in place
Not reported
Limited-scope audit performed
Not reported
Contributions transmitted on time
Not reported
Participant loans in default
Not reported
Leases in default
Not reported
Reportable party-in-interest issues
Not reported
Loss discovered during year
Not reported
Assets with undetermined value
Not reported
Non-cash contributions
Not reported
Assets held for investment
Not reported
5% transactions reported
Not reported
All plan assets distributed
Not reported
Benefits paid when due
Not reported
Plan blackout period
Not reported
Plan termination resolution adopted
Not reported
This filing is highlighted inside the broader sponsor history.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2010 | 1 | 0 | $0 | $0 | - |
| Jackson D. Wagnon, M.D., P.A. Profit Sharing Plan | - | 0 | $0 | - | - |
| 2009 | 1 | 27 | $1,338,095 | $172,562 | $6,391iApproximate average salary by contribution assumption: employee only about $159,780 at 4% or $106,520 at 6%; with 50% employer match about $106,520 at 4% or $71,013 at 6%; with 100% employer match about $79,890 at 4% or $53,260 at 6%. |
| Jackson D. Wagnon, M.D., P.A. Profit Sharing Plan | - | 27 | $1,338,095 | $172,562 | $6,391iApproximate average salary by contribution assumption: employee only about $159,780 at 4% or $106,520 at 6%; with 50% employer match about $106,520 at 4% or $71,013 at 6%; with 100% employer match about $79,890 at 4% or $53,260 at 6%. |
| 2008 | 1 | 20 | $966,864 | $162,207 | $8,110iApproximate average salary by contribution assumption: employee only about $202,759 at 4% or $135,173 at 6%; with 50% employer match about $135,173 at 4% or $90,115 at 6%; with 100% employer match about $101,379 at 4% or $67,586 at 6%. |
| Jackson D. Wagnon, M.D., P.A. Profit Sharing Plan | - | 20 | $966,864 | $162,207 | $8,110iApproximate average salary by contribution assumption: employee only about $202,759 at 4% or $135,173 at 6%; with 50% employer match about $135,173 at 4% or $90,115 at 6%; with 100% employer match about $101,379 at 4% or $67,586 at 6%. |
| 2007 | 1 | 18 | $0 | $0 | - |
| Jackson D. Wagnon, M.D., P.A. Profit Sharing Plan | Current | 18 | - | - | - |
| 2006 | 1 | 15 | $878,837 | $82,596 | $5,506iApproximate average salary by contribution assumption: employee only about $137,660 at 4% or $91,773 at 6%; with 50% employer match about $91,773 at 4% or $61,182 at 6%; with 100% employer match about $68,830 at 4% or $45,887 at 6%. |
| Jackson D. Wagnon, M.D., P.A. Profit Sharing Plan | - | 15 | $878,837 | $82,596 | $5,506iApproximate average salary by contribution assumption: employee only about $137,660 at 4% or $91,773 at 6%; with 50% employer match about $91,773 at 4% or $61,182 at 6%; with 100% employer match about $68,830 at 4% or $45,887 at 6%. |
| 2005 | 1 | 18 | $747,620 | $115,986 | $6,444iApproximate average salary by contribution assumption: employee only about $161,092 at 4% or $107,394 at 6%; with 50% employer match about $107,394 at 4% or $71,596 at 6%; with 100% employer match about $80,546 at 4% or $53,697 at 6%. |
| Jackson D. Wagnon, M.D., P.A. Profit Sharing Plan | - | 18 | $747,620 | $115,986 | $6,444iApproximate average salary by contribution assumption: employee only about $161,092 at 4% or $107,394 at 6%; with 50% employer match about $107,394 at 4% or $71,596 at 6%; with 100% employer match about $80,546 at 4% or $53,697 at 6%. |
| 2004 | 1 | 18 | $607,896 | $88,625 | $4,924iApproximate average salary by contribution assumption: employee only about $123,090 at 4% or $82,060 at 6%; with 50% employer match about $82,060 at 4% or $54,707 at 6%; with 100% employer match about $61,545 at 4% or $41,030 at 6%. |
| Jackson D. Wagnon, M.D., P.A. Profit Sharing Plan | - | 18 | $607,896 | $88,625 | $4,924iApproximate average salary by contribution assumption: employee only about $123,090 at 4% or $82,060 at 6%; with 50% employer match about $82,060 at 4% or $54,707 at 6%; with 100% employer match about $61,545 at 4% or $41,030 at 6%. |
| 2003 | 2 | 21 | $517,306 | $119,280 | $5,680iApproximate average salary by contribution assumption: employee only about $142,000 at 4% or $94,667 at 6%; with 50% employer match about $94,667 at 4% or $63,111 at 6%; with 100% employer match about $71,000 at 4% or $47,333 at 6%. |
| Jackson D. Wagnon, M.D., P.A. Profit Sharing Plan | - | 21 | $517,306 | $119,280 | $5,680iApproximate average salary by contribution assumption: employee only about $142,000 at 4% or $94,667 at 6%; with 50% employer match about $94,667 at 4% or $63,111 at 6%; with 100% employer match about $71,000 at 4% or $47,333 at 6%. |
| Jackson D. Wagnon, M.D., P.A. Money Purchase Pension Plan | - | 0 | - | - | - |
| 2002 | 2 | 14 | $354,445 | $77,851 | $5,561iApproximate average salary by contribution assumption: employee only about $139,020 at 4% or $92,680 at 6%; with 50% employer match about $92,680 at 4% or $61,787 at 6%; with 100% employer match about $69,510 at 4% or $46,340 at 6%. |
| Jackson D. Wagnon, M.D., P.A. Profit Sharing Plan | - | 12 | $247,315 | $53,347 | $4,446iApproximate average salary by contribution assumption: employee only about $111,140 at 4% or $74,093 at 6%; with 50% employer match about $74,093 at 4% or $49,395 at 6%; with 100% employer match about $55,570 at 4% or $37,047 at 6%. |
| Jackson D. Wagnon, M.D., P.A. Money Purchase Pension Plan | - | 14 | $107,130 | $24,504 | $1,750iApproximate average salary by contribution assumption: employee only about $43,757 at 4% or $29,171 at 6%; with 50% employer match about $29,171 at 4% or $19,448 at 6%; with 100% employer match about $21,879 at 4% or $14,586 at 6%. |
| 2001 | 2 | 17 | $0 | $0 | - |
| Jackson D. Wagnon, M.D., P.A. Profit Sharing Plan | - | 17 | - | - | - |
| Jackson D. Wagnon, M.D., P.A. Money Purchase Pension Plan | - | 17 | - | - | - |
| 2000 | 2 | 18 | $203,671 | $85,584 | $4,755iApproximate average salary by contribution assumption: employee only about $118,867 at 4% or $79,244 at 6%; with 50% employer match about $79,244 at 4% or $52,830 at 6%; with 100% employer match about $59,433 at 4% or $39,622 at 6%. |
| Jackson D. Wagnon, M.D., P.A. Profit Sharing Plan | - | 18 | $142,224 | $69,425 | $3,857iApproximate average salary by contribution assumption: employee only about $96,424 at 4% or $64,282 at 6%; with 50% employer match about $64,282 at 4% or $42,855 at 6%; with 100% employer match about $48,212 at 4% or $32,141 at 6%. |
| Jackson D. Wagnon, M.D., P.A. Money Purchase Pension Plan | - | 18 | $61,447 | $16,159 | $898iApproximate average salary by contribution assumption: employee only about $22,443 at 4% or $14,962 at 6%; with 50% employer match about $14,962 at 4% or $9,975 at 6%; with 100% employer match about $11,222 at 4% or $7,481 at 6%. |
| 1999 | 2 | 14 | $122,476 | $15,283 | $1,092iApproximate average salary by contribution assumption: employee only about $27,291 at 4% or $18,194 at 6%; with 50% employer match about $18,194 at 4% or $12,129 at 6%; with 100% employer match about $13,646 at 4% or $9,097 at 6%. |
| Jackson D. Wagnon, M.D., P.A. Profit Sharing Plan | - | 11 | $75,586 | - | - |
| Jackson D. Wagnon, M.D., P.A. Money Purchase Pension Plan | - | 14 | $46,890 | $15,283 | $1,092iApproximate average salary by contribution assumption: employee only about $27,291 at 4% or $18,194 at 6%; with 50% employer match about $18,194 at 4% or $12,129 at 6%; with 100% employer match about $13,646 at 4% or $9,097 at 6%. |
Schedule R Pension Information
Testing, payor, opinion-letter, and transfer information reported with the filing.