Civic Intelligence

W. Richard Marquess Jr.

Plan context: W. Richard Marquess Jr. Self-Employed Money Purchase Pension Plan

EIN 93-1267219 • 10 filings • 2 plans

Current Snapshot

Latest Year

2008

2008 Participants

1

2008 Assets

$713,250

2008 Contributions

$10,000

Historical Graphs

Total Assets Over Time

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

$713,250$356,625$0199920032006YearValue
$713,250Latest year 2006

Participants Over Time

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

320199920032007YearValue
1Latest year 2007

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
200810$0$0-
W. Richard Marquess Jr. Self-Employed Money Purchase Pension Plan-0---
200711$0$0-
W. Richard Marquess Jr. Self-Employed Money Purchase Pension Plan-1---
200612$713,250$0-
W. Richard Marquess Jr. Self-Employed Money Purchase Pension Plan-2$713,250--
200512$627,968$10,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
W. Richard Marquess Jr. Self-Employed Money Purchase Pension Plan-2$627,968$10,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
200413$589,449$44,454$14,818iApproximate average salary by contribution assumption: employee only about $370,450 at 4% or $246,967 at 6%; with 50% employer match about $246,967 at 4% or $164,644 at 6%; with 100% employer match about $185,225 at 4% or $123,483 at 6%.
W. Richard Marquess Jr. Self-Employed Money Purchase Pension Plan-3$589,449$44,454$14,818iApproximate average salary by contribution assumption: employee only about $370,450 at 4% or $246,967 at 6%; with 50% employer match about $246,967 at 4% or $164,644 at 6%; with 100% employer match about $185,225 at 4% or $123,483 at 6%.
200313$491,689$176,406$58,802iApproximate average salary by contribution assumption: employee only about $1,470,050 at 4% or $980,033 at 6%; with 50% employer match about $980,033 at 4% or $653,356 at 6%; with 100% employer match about $735,025 at 4% or $490,017 at 6%.
W. Richard Marquess Jr. Self-Employed Money Purchase Pension Plan-3$491,689$176,406$58,802iApproximate average salary by contribution assumption: employee only about $1,470,050 at 4% or $980,033 at 6%; with 50% employer match about $980,033 at 4% or $653,356 at 6%; with 100% employer match about $735,025 at 4% or $490,017 at 6%.
200213$242,357$49,343$16,448iApproximate average salary by contribution assumption: employee only about $411,192 at 4% or $274,128 at 6%; with 50% employer match about $274,128 at 4% or $182,752 at 6%; with 100% employer match about $205,596 at 4% or $137,064 at 6%.
W. Richard Marquess Jr. Self-Employed Money Purchase Pension Plan-3$242,357$49,343$16,448iApproximate average salary by contribution assumption: employee only about $411,192 at 4% or $274,128 at 6%; with 50% employer match about $274,128 at 4% or $182,752 at 6%; with 100% employer match about $205,596 at 4% or $137,064 at 6%.
200113$0$0-
W. Richard Marquess Jr. Self-Employed Money Purchase Pension Plan-3---
200013$196,491$38,056$12,685iApproximate average salary by contribution assumption: employee only about $317,133 at 4% or $211,422 at 6%; with 50% employer match about $211,422 at 4% or $140,948 at 6%; with 100% employer match about $158,567 at 4% or $105,711 at 6%.
W. Richard Marquess Jr. Self-Employed Money Purchase Pension Plan-3$196,491$38,056$12,685iApproximate average salary by contribution assumption: employee only about $317,133 at 4% or $211,422 at 6%; with 50% employer match about $211,422 at 4% or $140,948 at 6%; with 100% employer match about $158,567 at 4% or $105,711 at 6%.
199913$165,459$33,764$11,255iApproximate average salary by contribution assumption: employee only about $281,367 at 4% or $187,578 at 6%; with 50% employer match about $187,578 at 4% or $125,052 at 6%; with 100% employer match about $140,683 at 4% or $93,789 at 6%.
W. Richard Marquess Jr. Self-Employed Money Purchase Pension Plan-3$165,459$33,764$11,255iApproximate average salary by contribution assumption: employee only about $281,367 at 4% or $187,578 at 6%; with 50% employer match about $187,578 at 4% or $125,052 at 6%; with 100% employer match about $140,683 at 4% or $93,789 at 6%.