Civic Intelligence

Karen Woltman Inc.

Plan context: Money Purchase Plan

EIN 75-2748119 • 4 filings • 1 plans

Current Snapshot

Latest Year

2002

2002 Participants

2

2002 Assets

$31,542

2002 Contributions

$12,660

Historical Graphs

Total Assets Over Time

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

$31,542$15,771$01999YearValue
$31,542Latest 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-
Money Purchase Plan-0---
200112$0$0-
Money Purchase Plan-2---
200012$0$0-
Money Purchase Plan-2---
199912$31,542$12,660$6,330iApproximate average salary by contribution assumption: employee only about $158,250 at 4% or $105,500 at 6%; with 50% employer match about $105,500 at 4% or $70,333 at 6%; with 100% employer match about $79,125 at 4% or $52,750 at 6%.
Money Purchase Plan-2$31,542$12,660$6,330iApproximate average salary by contribution assumption: employee only about $158,250 at 4% or $105,500 at 6%; with 50% employer match about $105,500 at 4% or $70,333 at 6%; with 100% employer match about $79,125 at 4% or $52,750 at 6%.