Civic Intelligence

Pozzi Wilson Atchison LLP

Plan context: Pozzi Wilson Atchison LLP Money Purchase Pension Plan and Trust

EIN 93-0478778 • 10 filings • 7 plans

Current Snapshot

Latest Year

2005

2005 Participants

8

2005 Assets

$6,063,591

2005 Contributions

$75,373

Historical Graphs

Total Assets Over Time

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

$10,591,907$5,295,954$0199920022004YearValue
$6,063,591Latest year 2004

Participants Over Time

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

1160199920022004YearValue
8Latest year 2004

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
200510$0$0-
Pozzi Wilson Atchison LLP Money Purchase Pension Plan and Trust-0---
200418$6,063,591$0-
Pozzi Wilson Atchison LLP Money Purchase Pension Plan and Trust-8$6,063,591--
200319$5,885,477$75,373$8,375iApproximate average salary by contribution assumption: employee only about $209,369 at 4% or $139,580 at 6%; with 50% employer match about $139,580 at 4% or $93,053 at 6%; with 100% employer match about $104,685 at 4% or $69,790 at 6%.
Pozzi Wilson Atchison LLP Money Purchase Pension Plan and Trust-9$5,885,477$75,373$8,375iApproximate average salary by contribution assumption: employee only about $209,369 at 4% or $139,580 at 6%; with 50% employer match about $139,580 at 4% or $93,053 at 6%; with 100% employer match about $104,685 at 4% or $69,790 at 6%.
200219$6,143,033$97,615$10,846iApproximate average salary by contribution assumption: employee only about $271,153 at 4% or $180,769 at 6%; with 50% employer match about $180,769 at 4% or $120,512 at 6%; with 100% employer match about $135,576 at 4% or $90,384 at 6%.
Pozzi Wilson Atchison LLP Money Purchase Pension Plan and Trust-9$6,143,033$97,615$10,846iApproximate average salary by contribution assumption: employee only about $271,153 at 4% or $180,769 at 6%; with 50% employer match about $180,769 at 4% or $120,512 at 6%; with 100% employer match about $135,576 at 4% or $90,384 at 6%.
200120$0$0-
Pozzi Wilson Atchison LLP Alternate Funded Dental Plan-0---
Pozzi Wilson Atchison LLP Money Purchase Pension Plan and Trust-0---
200029$7,634,730$165,363$18,374iApproximate average salary by contribution assumption: employee only about $459,342 at 4% or $306,228 at 6%; with 50% employer match about $306,228 at 4% or $204,152 at 6%; with 100% employer match about $229,671 at 4% or $153,114 at 6%.
Pozzi Wilson Atchison LLP Money Purchase Pension Plan and Trust-9$7,634,730$163,779$18,198iApproximate average salary by contribution assumption: employee only about $454,942 at 4% or $303,294 at 6%; with 50% employer match about $303,294 at 4% or $202,196 at 6%; with 100% employer match about $227,471 at 4% or $151,647 at 6%.
Pozzi Wilson Atchison LLP Alternate Funded Dental Plan-2-$1,584$792iApproximate average salary by contribution assumption: employee only about $19,800 at 4% or $13,200 at 6%; with 50% employer match about $13,200 at 4% or $8,800 at 6%; with 100% employer match about $9,900 at 4% or $6,600 at 6%.
1999211$10,591,907$246,646$22,422iApproximate average salary by contribution assumption: employee only about $560,559 at 4% or $373,706 at 6%; with 50% employer match about $373,706 at 4% or $249,137 at 6%; with 100% employer match about $280,280 at 4% or $186,853 at 6%.
Pozzi Wilson Atchison LLP Money Purchase Pension Plan and Trust-11$10,591,907$242,698$22,063iApproximate average salary by contribution assumption: employee only about $551,586 at 4% or $367,724 at 6%; with 50% employer match about $367,724 at 4% or $245,149 at 6%; with 100% employer match about $275,793 at 4% or $183,862 at 6%.
Pozzi Wilson Atchison LLP Alternate Funded Dental Plan-5-$3,948$790iApproximate average salary by contribution assumption: employee only about $19,740 at 4% or $13,160 at 6%; with 50% employer match about $13,160 at 4% or $8,773 at 6%; with 100% employer match about $9,870 at 4% or $6,580 at 6%.