Civic Intelligence

DAVID WISNER & PATRICIA OTTO PROFIT SHARING PLAN

Plan context: David Wisner Profit Sharing Plan

EIN 91-1148820 • 14 filings • 6 plans

Current Snapshot

Latest Year

2009

2009 Participants

5

2009 Assets

$997,668

2009 Contributions

$73,526

Historical Graphs

Total Assets Over Time

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

$1,933,295$966,648$0200220062008YearValue
$997,668Latest year 2008

Participants Over Time

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

740200020062008YearValue
5Latest year 2008

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
200920$0$73,526-
David Wisner Money Purchase Plan---$34,010-
David Wisner Profit Sharing Plan---$39,516-
200825$997,668$48,853$9,771iApproximate average salary by contribution assumption: employee only about $244,265 at 4% or $162,843 at 6%; with 50% employer match about $162,843 at 4% or $108,562 at 6%; with 100% employer match about $122,133 at 4% or $81,422 at 6%.
David Wisner Profit Sharing Plan-5$526,540$25,131$5,026iApproximate average salary by contribution assumption: employee only about $125,655 at 4% or $83,770 at 6%; with 50% employer match about $83,770 at 4% or $55,847 at 6%; with 100% employer match about $62,828 at 4% or $41,885 at 6%.
David Wisner Money Purchase Plan-5$471,128$23,722$4,744iApproximate average salary by contribution assumption: employee only about $118,610 at 4% or $79,073 at 6%; with 50% employer match about $79,073 at 4% or $52,716 at 6%; with 100% employer match about $59,305 at 4% or $39,537 at 6%.
200725$0$0-
David Wisner Money Purchase Plan-5---
David Wisner Profit Sharing Plan-5---
200627$1,933,295$168,791$24,113iApproximate average salary by contribution assumption: employee only about $602,825 at 4% or $401,883 at 6%; with 50% employer match about $401,883 at 4% or $267,922 at 6%; with 100% employer match about $301,413 at 4% or $200,942 at 6%.
David Wisner Profit Sharing Plan-7$1,007,852$101,275$14,468iApproximate average salary by contribution assumption: employee only about $361,696 at 4% or $241,131 at 6%; with 50% employer match about $241,131 at 4% or $160,754 at 6%; with 100% employer match about $180,848 at 4% or $120,565 at 6%.
David Wisner Money Purchase Plan-7$925,443$67,516$9,645iApproximate average salary by contribution assumption: employee only about $241,129 at 4% or $160,752 at 6%; with 50% employer match about $160,752 at 4% or $107,168 at 6%; with 100% employer match about $120,564 at 4% or $80,376 at 6%.
200225$1,131,007$55,568$11,114iApproximate average salary by contribution assumption: employee only about $277,840 at 4% or $185,227 at 6%; with 50% employer match about $185,227 at 4% or $123,484 at 6%; with 100% employer match about $138,920 at 4% or $92,613 at 6%.
David Wisner Profit Sharing Plan-5$623,694$25,874$5,175iApproximate average salary by contribution assumption: employee only about $129,370 at 4% or $86,247 at 6%; with 50% employer match about $86,247 at 4% or $57,498 at 6%; with 100% employer match about $64,685 at 4% or $43,123 at 6%.
David Wisner Money Purchase Plan-5$507,313$29,694$5,939iApproximate average salary by contribution assumption: employee only about $148,470 at 4% or $98,980 at 6%; with 50% employer match about $98,980 at 4% or $65,987 at 6%; with 100% employer match about $74,235 at 4% or $49,490 at 6%.
200125$0$0-
David Wisner Money Purchase Plan-5---
David Wisner Profit Sharing Plan-5---
200025$0$0-
David Wisner Money Purchase Plan-5---
David Wisner Profit Sharing Plan-5---