Civic Intelligence

Wineberg, Simmonds & Narita

Plan context: Wineberg, Simmonds & Narita 401K Profit Sharing Plan

EIN 94-3209480 • 14 filings • 2 plans

Current Snapshot

Latest Year

2008

2008 Participants

3

2008 Assets

$1,490,994

2008 Contributions

$53,494

Historical Graphs

Total Assets Over Time

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

$1,490,994$745,497$0199920032007YearValue
$1,490,994Latest year 2007

Participants Over Time

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

840199920032007YearValue
3Latest 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-
Wineberg, Simmonds & Narita 401K Profit Sharing Plan-0---
200713$1,490,994$53,494$17,831iApproximate average salary by contribution assumption: employee only about $445,783 at 4% or $297,189 at 6%; with 50% employer match about $297,189 at 4% or $198,126 at 6%; with 100% employer match about $222,892 at 4% or $148,594 at 6%.
Wineberg, Simmonds & Narita 401K Profit Sharing Plan-3$1,490,994$53,494$17,831iApproximate average salary by contribution assumption: employee only about $445,783 at 4% or $297,189 at 6%; with 50% employer match about $297,189 at 4% or $198,126 at 6%; with 100% employer match about $222,892 at 4% or $148,594 at 6%.
200618$1,470,661$217,230$27,154iApproximate average salary by contribution assumption: employee only about $678,844 at 4% or $452,563 at 6%; with 50% employer match about $452,563 at 4% or $301,708 at 6%; with 100% employer match about $339,422 at 4% or $226,281 at 6%.
Wineberg, Simmonds & Narita 401K Profit Sharing Plan-8$1,470,661$217,230$27,154iApproximate average salary by contribution assumption: employee only about $678,844 at 4% or $452,563 at 6%; with 50% employer match about $452,563 at 4% or $301,708 at 6%; with 100% employer match about $339,422 at 4% or $226,281 at 6%.
200515$1,211,564$166,521$33,304iApproximate average salary by contribution assumption: employee only about $832,605 at 4% or $555,070 at 6%; with 50% employer match about $555,070 at 4% or $370,047 at 6%; with 100% employer match about $416,302 at 4% or $277,535 at 6%.
Wineberg, Simmonds & Narita 401K Profit Sharing Plan-5$1,211,564$166,521$33,304iApproximate average salary by contribution assumption: employee only about $832,605 at 4% or $555,070 at 6%; with 50% employer match about $555,070 at 4% or $370,047 at 6%; with 100% employer match about $416,302 at 4% or $277,535 at 6%.
200417$992,245$156,905$22,415iApproximate average salary by contribution assumption: employee only about $560,375 at 4% or $373,583 at 6%; with 50% employer match about $373,583 at 4% or $249,056 at 6%; with 100% employer match about $280,188 at 4% or $186,792 at 6%.
Wineberg, Simmonds & Narita 401K Profit Sharing Plan-7$992,245$156,905$22,415iApproximate average salary by contribution assumption: employee only about $560,375 at 4% or $373,583 at 6%; with 50% employer match about $373,583 at 4% or $249,056 at 6%; with 100% employer match about $280,188 at 4% or $186,792 at 6%.
200317$805,052$142,899$20,414iApproximate average salary by contribution assumption: employee only about $510,354 at 4% or $340,236 at 6%; with 50% employer match about $340,236 at 4% or $226,824 at 6%; with 100% employer match about $255,177 at 4% or $170,118 at 6%.
Wineberg, Simmonds & Narita 401K Profit Sharing Plan-7$805,052$142,899$20,414iApproximate average salary by contribution assumption: employee only about $510,354 at 4% or $340,236 at 6%; with 50% employer match about $340,236 at 4% or $226,824 at 6%; with 100% employer match about $255,177 at 4% or $170,118 at 6%.
200225$560,131$124,261$24,852iApproximate average salary by contribution assumption: employee only about $621,305 at 4% or $414,203 at 6%; with 50% employer match about $414,203 at 4% or $276,136 at 6%; with 100% employer match about $310,653 at 4% or $207,102 at 6%.
Wineberg, Simmonds & Narita 401K Profit Sharing Plan-5$560,131$124,261$24,852iApproximate average salary by contribution assumption: employee only about $621,305 at 4% or $414,203 at 6%; with 50% employer match about $414,203 at 4% or $276,136 at 6%; with 100% employer match about $310,653 at 4% or $207,102 at 6%.
Wineberg, Simmonds & Narita Money Purchase Pension Plan-0---
200126$545,213$114,262$19,044iApproximate average salary by contribution assumption: employee only about $476,092 at 4% or $317,394 at 6%; with 50% employer match about $317,394 at 4% or $211,596 at 6%; with 100% employer match about $238,046 at 4% or $158,697 at 6%.
Wineberg, Simmonds & Narita 401K Profit Sharing Plan-6$451,516$94,187$15,698iApproximate average salary by contribution assumption: employee only about $392,446 at 4% or $261,631 at 6%; with 50% employer match about $261,631 at 4% or $174,420 at 6%; with 100% employer match about $196,223 at 4% or $130,815 at 6%.
Wineberg, Simmonds & Narita Money Purchase Pension Plan-6$93,697$20,075$3,346iApproximate average salary by contribution assumption: employee only about $83,646 at 4% or $55,764 at 6%; with 50% employer match about $55,764 at 4% or $37,176 at 6%; with 100% employer match about $41,823 at 4% or $27,882 at 6%.
200025$520,664$134,018$26,804iApproximate average salary by contribution assumption: employee only about $670,090 at 4% or $446,727 at 6%; with 50% employer match about $446,727 at 4% or $297,818 at 6%; with 100% employer match about $335,045 at 4% or $223,363 at 6%.
Wineberg, Simmonds & Narita 401K Profit Sharing Plan-5$430,194$110,398$22,080iApproximate average salary by contribution assumption: employee only about $551,990 at 4% or $367,993 at 6%; with 50% employer match about $367,993 at 4% or $245,329 at 6%; with 100% employer match about $275,995 at 4% or $183,997 at 6%.
Wineberg, Simmonds & Narita Money Purchase Pension Plan-5$90,470$23,620$4,724iApproximate average salary by contribution assumption: employee only about $118,100 at 4% or $78,733 at 6%; with 50% employer match about $78,733 at 4% or $52,489 at 6%; with 100% employer match about $59,050 at 4% or $39,367 at 6%.
199926$514,570$118,918$19,820iApproximate average salary by contribution assumption: employee only about $495,492 at 4% or $330,328 at 6%; with 50% employer match about $330,328 at 4% or $220,219 at 6%; with 100% employer match about $247,746 at 4% or $165,164 at 6%.
Wineberg, Simmonds & Narita 401K Profit Sharing Plan-6$427,983$99,200$16,533iApproximate average salary by contribution assumption: employee only about $413,333 at 4% or $275,556 at 6%; with 50% employer match about $275,556 at 4% or $183,704 at 6%; with 100% employer match about $206,667 at 4% or $137,778 at 6%.
Wineberg, Simmonds & Narita Money Purchase Pension Plan-6$86,587$19,718$3,286iApproximate average salary by contribution assumption: employee only about $82,158 at 4% or $54,772 at 6%; with 50% employer match about $54,772 at 4% or $36,515 at 6%; with 100% employer match about $41,079 at 4% or $27,386 at 6%.