Civic Intelligence

Rick H. Vander Giessen

Plan context: Windermere Real Estate Retirement Plan and Trust for Agents

EIN 91-1284060 • Lynden, WA • 12 filings • 1 plans

607 Brook CourtLynden, WA 98264
Current Snapshot

Latest Year

2011

2011 Participants

2

2011 Assets

$125,579

2011 Contributions

$48,620

Historical Graphs

Total Assets Over Time

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

$125,579$62,790$0200020052010YearValue
$125,579Latest year 2010

Participants Over Time

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

210200020052010YearValue
2Latest year 2010

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
201110$0$0-
Windermere Real Estate Retirement Plan and Trust for Agents-0---
201012$125,579$0-
Windermere Real Estate Retirement Plan and Trust for Agents-2$125,579--
200912$107,969$0-
Windermere Real Estate Retirement Plan and Trust for Agents-2$107,969--
200812$82,562$0-
Windermere Real Estate Retirement Plan and Trust for Agents-2$82,562--
200712$0$0-
Windermere Real Estate Retirement Plan and Trust for Agents-2---
200612$113,205$48,620$24,310iApproximate average salary by contribution assumption: employee only about $607,750 at 4% or $405,167 at 6%; with 50% employer match about $405,167 at 4% or $270,111 at 6%; with 100% employer match about $303,875 at 4% or $202,583 at 6%.
Windermere Real Estate Retirement Plan and Trust for Agents-2$113,205$48,620$24,310iApproximate average salary by contribution assumption: employee only about $607,750 at 4% or $405,167 at 6%; with 50% employer match about $405,167 at 4% or $270,111 at 6%; with 100% employer match about $303,875 at 4% or $202,583 at 6%.
200512$55,725$0-
Windermere Real Estate Retirement Plan and Trust for Agents-2$55,725--
200412$47,987$0-
Windermere Real Estate Retirement Plan and Trust for Agents-2$47,987--
200312$42,915$0-
Windermere Real Estate Retirement Plan and Trust for Agents-2$42,915--
200212$0$0-
Windermere Real Estate Retirement Plan and Trust for Agents-2---
200112$39,486$2,238$1,119iApproximate average salary by contribution assumption: employee only about $27,975 at 4% or $18,650 at 6%; with 50% employer match about $18,650 at 4% or $12,433 at 6%; with 100% employer match about $13,988 at 4% or $9,325 at 6%.
Windermere Real Estate Retirement Plan and Trust for Agents-2$39,486$2,238$1,119iApproximate average salary by contribution assumption: employee only about $27,975 at 4% or $18,650 at 6%; with 50% employer match about $18,650 at 4% or $12,433 at 6%; with 100% employer match about $13,988 at 4% or $9,325 at 6%.
200012$44,024$15,845$7,923iApproximate average salary by contribution assumption: employee only about $198,063 at 4% or $132,042 at 6%; with 50% employer match about $132,042 at 4% or $88,028 at 6%; with 100% employer match about $99,031 at 4% or $66,021 at 6%.
Windermere Real Estate Retirement Plan and Trust for Agents-2$44,024$15,845$7,923iApproximate average salary by contribution assumption: employee only about $198,063 at 4% or $132,042 at 6%; with 50% employer match about $132,042 at 4% or $88,028 at 6%; with 100% employer match about $99,031 at 4% or $66,021 at 6%.