David J. Wagner & Associates
Plan context: David J. Wagner & Associates PC. Profit Sharing Plan and Trust
EIN 84-1155393 • 21 filings • 4 plans
Current Snapshot
Latest Year
2007
2007 Participants
1
2007 Assets
$1,233,559
2007 Contributions
$795,476
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2007 | 1 | 0 | $0 | $0 | - |
| DAVID WAGNER & ASSOCIATES, PC DEFINED BENEFIT PLAN | - | 0 | - | - | - |
| 2006 | 2 | 1 | $1,233,559 | $795,476 | $795,476iApproximate average salary by contribution assumption: employee only about $19,886,900 at 4% or $13,257,933 at 6%; with 50% employer match about $13,257,933 at 4% or $8,838,622 at 6%; with 100% employer match about $9,943,450 at 4% or $6,628,967 at 6%. |
| David J. Wagner & Associates PC. Profit Sharing Plan and Trust | - | 1 | $1,160,768 | $722,685 | $722,685iApproximate average salary by contribution assumption: employee only about $18,067,125 at 4% or $12,044,750 at 6%; with 50% employer match about $12,044,750 at 4% or $8,029,833 at 6%; with 100% employer match about $9,033,563 at 4% or $6,022,375 at 6%. |
| DAVID WAGNER & ASSOCIATES, PC DEFINED BENEFIT PLAN | - | 1 | $72,791 | $72,791 | $72,791iApproximate average salary by contribution assumption: employee only about $1,819,775 at 4% or $1,213,183 at 6%; with 50% employer match about $1,213,183 at 4% or $808,789 at 6%; with 100% employer match about $909,888 at 4% or $606,592 at 6%. |
| 2005 | 2 | 1 | $1,405,884 | $198,794 | $198,794iApproximate average salary by contribution assumption: employee only about $4,969,850 at 4% or $3,313,233 at 6%; with 50% employer match about $3,313,233 at 4% or $2,208,822 at 6%; with 100% employer match about $2,484,925 at 4% or $1,656,617 at 6%. |
| DAVID WAGNER & ASSOCIATES, PC DEFINED BENEFIT PLAN | - | 1 | $999,133 | $198,794 | $198,794iApproximate average salary by contribution assumption: employee only about $4,969,850 at 4% or $3,313,233 at 6%; with 50% employer match about $3,313,233 at 4% or $2,208,822 at 6%; with 100% employer match about $2,484,925 at 4% or $1,656,617 at 6%. |
| David J. Wagner & Associates PC. Profit Sharing Plan and Trust | - | 1 | $406,751 | - | - |
| 2004 | 2 | 1 | $1,236,113 | $30,481 | $30,481iApproximate average salary by contribution assumption: employee only about $762,025 at 4% or $508,017 at 6%; with 50% employer match about $508,017 at 4% or $338,678 at 6%; with 100% employer match about $381,013 at 4% or $254,008 at 6%. |
| DAVID WAGNER & ASSOCIATES, PC DEFINED BENEFIT PLAN | - | 1 | $861,445 | - | - |
| David J. Wagner & Associates PC. Profit Sharing Plan and Trust | - | 1 | $374,668 | $30,481 | $30,481iApproximate average salary by contribution assumption: employee only about $762,025 at 4% or $508,017 at 6%; with 50% employer match about $508,017 at 4% or $338,678 at 6%; with 100% employer match about $381,013 at 4% or $254,008 at 6%. |
| 2003 | 3 | 2 | $1,396,767 | $150,321 | $75,161iApproximate average salary by contribution assumption: employee only about $1,879,013 at 4% or $1,252,675 at 6%; with 50% employer match about $1,252,675 at 4% or $835,117 at 6%; with 100% employer match about $939,506 at 4% or $626,338 at 6%. |
| DAVID WAGNER & ASSOCIATES, P.C. DEFINED BENEFIT PENSION PLAN | - | 1 | $1,085,010 | $150,321 | $150,321iApproximate average salary by contribution assumption: employee only about $3,758,025 at 4% or $2,505,350 at 6%; with 50% employer match about $2,505,350 at 4% or $1,670,233 at 6%; with 100% employer match about $1,879,013 at 4% or $1,252,675 at 6%. |
| David J. Wagner & Associates PC. Profit Sharing Plan and Trust | - | 2 | $311,757 | - | - |
| David J. Wagner & Associates Money Purchase Pension Plan and Trust | - | 0 | - | - | - |
| 2002 | 3 | 2 | $531,476 | $135,774 | $67,887iApproximate average salary by contribution assumption: employee only about $1,697,175 at 4% or $1,131,450 at 6%; with 50% employer match about $1,131,450 at 4% or $754,300 at 6%; with 100% employer match about $848,588 at 4% or $565,725 at 6%. |
| DAVID WAGNER & ASSOCIATES, P.C. DEFINED BENEFIT PENSION PLAN | - | 1 | $531,476 | $135,774 | $135,774iApproximate average salary by contribution assumption: employee only about $3,394,350 at 4% or $2,262,900 at 6%; with 50% employer match about $2,262,900 at 4% or $1,508,600 at 6%; with 100% employer match about $1,697,175 at 4% or $1,131,450 at 6%. |
| David J. Wagner & Associates Money Purchase Pension Plan and Trust | - | 2 | - | - | - |
| David J. Wagner & Associates PC. Profit Sharing Plan and Trust | - | 2 | - | - | - |
| 2001 | 3 | 2 | $0 | $0 | - |
| DAVID WAGNER & ASSOCIATES, P.C. DEFINED BENEFIT PENSION PLAN | - | 2 | - | - | - |
| David J. Wagner & Associates Money Purchase Pension Plan and Trust | - | 2 | - | - | - |
| David J. Wagner & Associates PC. Profit Sharing Plan and Trust | - | 2 | - | - | - |
| 2000 | 3 | 2 | $393,479 | $0 | - |
| David J. Wagner & Associates Money Purchase Pension Plan and Trust | - | 2 | $254,186 | - | - |
| David J. Wagner & Associates PC. Profit Sharing Plan and Trust | - | 2 | $139,293 | - | - |
| DAVID WAGNER & ASSOCIATES, P.C. DEFINED BENEFIT PENSION PLAN | - | 2 | - | - | - |
| 1999 | 2 | 2 | $420,416 | $0 | - |
| David J. Wagner & Associates Money Purchase Pension Plan and Trust | - | 2 | $280,086 | - | - |
| David J. Wagner & Associates PC. Profit Sharing Plan and Trust | - | 2 | $140,330 | - | - |