Civic Intelligence

DAVID A. ABBOTT, A SOLE PROPRIETOR, DBA ABBOTT & ASSOCIATES

Plan context: Abbott & Associates Defined Benefit Pension Plan

EIN 94-3048117 • Bend, OR • 27 filings • 5 plans

61104 River Bluff TrailBend, OR 97702
Current Snapshot

Latest Year

2009

2009 Participants

2

2009 Assets

$1,904,858

2009 Contributions

$69,275

Historical Graphs

Total Assets Over Time

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

$1,904,858$952,429$0199920032006YearValue
$1,904,858Latest year 2006

Participants Over Time

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

320199920042008YearValue
2Latest 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
200910$0$0-
ABBOTT & ASSOCIATES 401(K) PROFIT SHARING PLAN-0$0$0-
200812$0$0-
ABBOTT & ASSOCIATES 401K PROFIT SHARING PLAN-2---
200732$0$0-
WELLS FARGO QUALIFIED RETIREMENT PLAN PROFIT SHARING-0---
WELLS FARGO QUALIFIED RETIREMENT PLAN MONEY PURCHASE-0---
ABBOTT & ASSOCIATES 401K PROFIT SHARING PLAN-2---
200632$1,904,858$69,275$34,638iApproximate average salary by contribution assumption: employee only about $865,938 at 4% or $577,292 at 6%; with 50% employer match about $577,292 at 4% or $384,861 at 6%; with 100% employer match about $432,969 at 4% or $288,646 at 6%.
Abbott & Associates Defined Benefit Pension Plan-2$1,430,269$69,275$34,638iApproximate average salary by contribution assumption: employee only about $865,938 at 4% or $577,292 at 6%; with 50% employer match about $577,292 at 4% or $384,861 at 6%; with 100% employer match about $432,969 at 4% or $288,646 at 6%.
WELLS FARGO QUALIFIED RETIREMENT PLAN PROFIT SHARING-2$267,060--
WELLS FARGO QUALIFIED RETIREMENT PLAN MONEY PURCHASE-2$207,529--
200532$1,659,965$79,974$39,987iApproximate average salary by contribution assumption: employee only about $999,675 at 4% or $666,450 at 6%; with 50% employer match about $666,450 at 4% or $444,300 at 6%; with 100% employer match about $499,838 at 4% or $333,225 at 6%.
Abbott & Associates Defined Benefit Pension Plan-2$1,211,864$79,974$39,987iApproximate average salary by contribution assumption: employee only about $999,675 at 4% or $666,450 at 6%; with 50% employer match about $666,450 at 4% or $444,300 at 6%; with 100% employer match about $499,838 at 4% or $333,225 at 6%.
WELLS FARGO QUALIFIED RETIREMENT PLAN PROFIT SHARING-2$252,161--
WELLS FARGO QUALIFIED RETIREMENT PLAN MONEY PURCHASE-2$195,940--
200433$1,577,589$87,592$29,197iApproximate average salary by contribution assumption: employee only about $729,933 at 4% or $486,622 at 6%; with 50% employer match about $486,622 at 4% or $324,415 at 6%; with 100% employer match about $364,967 at 4% or $243,311 at 6%.
Abbott & Associates Defined Benefit Pension Plan-3$1,149,513$87,592$29,197iApproximate average salary by contribution assumption: employee only about $729,933 at 4% or $486,622 at 6%; with 50% employer match about $486,622 at 4% or $324,415 at 6%; with 100% employer match about $364,967 at 4% or $243,311 at 6%.
WELLS FARGO QUALIFIED RETIREMENT PLAN PROFIT SHARING-2$240,902--
WELLS FARGO QUALIFIED RETIREMENT PLAN MONEY PURCHASE-2$187,174--
200333$1,358,597$99,913$33,304iApproximate average salary by contribution assumption: employee only about $832,608 at 4% or $555,072 at 6%; with 50% employer match about $555,072 at 4% or $370,048 at 6%; with 100% employer match about $416,304 at 4% or $277,536 at 6%.
Abbott & Associates Defined Benefit Pension Plan-3$965,210$99,913$33,304iApproximate average salary by contribution assumption: employee only about $832,608 at 4% or $555,072 at 6%; with 50% employer match about $555,072 at 4% or $370,048 at 6%; with 100% employer match about $416,304 at 4% or $277,536 at 6%.
WELLS FARGO QUALIFIED RETIREMENT PLAN PROFIT SHARING-2$221,433--
WELLS FARGO QUALIFIED RETIREMENT PLAN MONEY PURCHASE-2$171,954--
200233$1,142,892$94,731$31,577iApproximate average salary by contribution assumption: employee only about $789,425 at 4% or $526,283 at 6%; with 50% employer match about $526,283 at 4% or $350,856 at 6%; with 100% employer match about $394,713 at 4% or $263,142 at 6%.
Abbott & Associates Defined Benefit Pension Plan-3$775,522$94,731$31,577iApproximate average salary by contribution assumption: employee only about $789,425 at 4% or $526,283 at 6%; with 50% employer match about $526,283 at 4% or $350,856 at 6%; with 100% employer match about $394,713 at 4% or $263,142 at 6%.
WELLS FARGO QUALIFIED RETIREMENT PLAN PROFIT SHARING-2$206,829--
WELLS FARGO QUALIFIED RETIREMENT PLAN MONEY PURCHASE-2$160,541--
200133$0$0-
Abbott & Associates Defined Benefit Pension Plan-3---
WELLS FARGO QUALIFIED RETIREMENT PLAN PROFIT SHARING-2---
WELLS FARGO QUALIFIED RETIREMENT PLAN MONEY PURCHASE-2---
200032$466,314$17,462$8,731iApproximate average salary by contribution assumption: employee only about $218,275 at 4% or $145,517 at 6%; with 50% employer match about $145,517 at 4% or $97,011 at 6%; with 100% employer match about $109,138 at 4% or $72,758 at 6%.
WELLS FARGO QUALIFIED RETIREMENT PLAN PROFIT SHARING-2$263,865$10,513$5,257iApproximate average salary by contribution assumption: employee only about $131,413 at 4% or $87,608 at 6%; with 50% employer match about $87,608 at 4% or $58,406 at 6%; with 100% employer match about $65,706 at 4% or $43,804 at 6%.
WELLS FARGO QUALIFIED RETIREMENT PLAN MONEY PURCHASE-2$202,449$6,949$3,475iApproximate average salary by contribution assumption: employee only about $86,863 at 4% or $57,908 at 6%; with 50% employer match about $57,908 at 4% or $38,606 at 6%; with 100% employer match about $43,431 at 4% or $28,954 at 6%.
Abbott & Associates Defined Benefit Pension Plan-2---
199912$501,202$0-
Abbott & Associates Defined Benefit Pension Plan-2$501,202--