Civic Intelligence

Wayne D. Gretzky

Plan context: Wayne D. Gretzky Cash Balance Pension Plan

EIN 95-4228047 • Lakeway, TX • 21 filings • 3 plans

2121 Lohmans Crossing Rd.Suite 504-507Lakeway, TX 78734-5288
Current Snapshot

Latest Year

2021

2021 Participants

3

2021 Assets

$2,763,413

2021 Contributions

$121,563

Historical Graphs

Total Assets Over Time

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

$2,763,413$1,381,707$0200620142021YearValue
$2,763,413Latest year 2021

Participants Over Time

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

630200620142021YearValue
3Latest year 2021

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
202113$2,763,413$121,563$40,521iApproximate average salary by contribution assumption: employee only about $1,013,025 at 4% or $675,350 at 6%; with 50% employer match about $675,350 at 4% or $450,233 at 6%; with 100% employer match about $506,513 at 4% or $337,675 at 6%.
Wayne D. Gretzky Cash Balance Pension Plan-3$2,763,413$121,563$40,521iApproximate average salary by contribution assumption: employee only about $1,013,025 at 4% or $675,350 at 6%; with 50% employer match about $675,350 at 4% or $450,233 at 6%; with 100% employer match about $506,513 at 4% or $337,675 at 6%.
202013$2,417,202$144,609$48,203iApproximate average salary by contribution assumption: employee only about $1,205,075 at 4% or $803,383 at 6%; with 50% employer match about $803,383 at 4% or $535,589 at 6%; with 100% employer match about $602,538 at 4% or $401,692 at 6%.
Wayne D. Gretzky Cash Balance Pension Plan-3$2,417,202$144,609$48,203iApproximate average salary by contribution assumption: employee only about $1,205,075 at 4% or $803,383 at 6%; with 50% employer match about $803,383 at 4% or $535,589 at 6%; with 100% employer match about $602,538 at 4% or $401,692 at 6%.
201913$2,112,671$119,750$39,917iApproximate average salary by contribution assumption: employee only about $997,917 at 4% or $665,278 at 6%; with 50% employer match about $665,278 at 4% or $443,519 at 6%; with 100% employer match about $498,958 at 4% or $332,639 at 6%.
Wayne D. Gretzky Cash Balance Pension Plan-3$2,112,671$119,750$39,917iApproximate average salary by contribution assumption: employee only about $997,917 at 4% or $665,278 at 6%; with 50% employer match about $665,278 at 4% or $443,519 at 6%; with 100% employer match about $498,958 at 4% or $332,639 at 6%.
201813$1,714,109$177,435$59,145iApproximate average salary by contribution assumption: employee only about $1,478,625 at 4% or $985,750 at 6%; with 50% employer match about $985,750 at 4% or $657,167 at 6%; with 100% employer match about $739,313 at 4% or $492,875 at 6%.
Wayne D. Gretzky Cash Balance Pension Plan-3$1,714,109$177,435$59,145iApproximate average salary by contribution assumption: employee only about $1,478,625 at 4% or $985,750 at 6%; with 50% employer match about $985,750 at 4% or $657,167 at 6%; with 100% employer match about $739,313 at 4% or $492,875 at 6%.
201713$1,651,817$124,247$41,416iApproximate average salary by contribution assumption: employee only about $1,035,392 at 4% or $690,261 at 6%; with 50% employer match about $690,261 at 4% or $460,174 at 6%; with 100% employer match about $517,696 at 4% or $345,131 at 6%.
Wayne D. Gretzky Cash Balance Pension Plan-3$1,651,817$124,247$41,416iApproximate average salary by contribution assumption: employee only about $1,035,392 at 4% or $690,261 at 6%; with 50% employer match about $690,261 at 4% or $460,174 at 6%; with 100% employer match about $517,696 at 4% or $345,131 at 6%.
201612$1,342,769$118,715$59,358iApproximate average salary by contribution assumption: employee only about $1,483,938 at 4% or $989,292 at 6%; with 50% employer match about $989,292 at 4% or $659,528 at 6%; with 100% employer match about $741,969 at 4% or $494,646 at 6%.
Wayne D. Gretzky Cash Balance Pension Plan-2$1,342,769$118,715$59,358iApproximate average salary by contribution assumption: employee only about $1,483,938 at 4% or $989,292 at 6%; with 50% employer match about $989,292 at 4% or $659,528 at 6%; with 100% employer match about $741,969 at 4% or $494,646 at 6%.
201513$1,194,556$123,650$41,217iApproximate average salary by contribution assumption: employee only about $1,030,417 at 4% or $686,944 at 6%; with 50% employer match about $686,944 at 4% or $457,963 at 6%; with 100% employer match about $515,208 at 4% or $343,472 at 6%.
Wayne D. Gretzky Cash Balance Pension Plan-3$1,194,556$123,650$41,217iApproximate average salary by contribution assumption: employee only about $1,030,417 at 4% or $686,944 at 6%; with 50% employer match about $686,944 at 4% or $457,963 at 6%; with 100% employer match about $515,208 at 4% or $343,472 at 6%.
201415$1,422,774$249,017$49,803iApproximate average salary by contribution assumption: employee only about $1,245,085 at 4% or $830,057 at 6%; with 50% employer match about $830,057 at 4% or $553,371 at 6%; with 100% employer match about $622,543 at 4% or $415,028 at 6%.
Wayne D. Gretzky Cash Balance Pension Plan-5$1,422,774$249,017$49,803iApproximate average salary by contribution assumption: employee only about $1,245,085 at 4% or $830,057 at 6%; with 50% employer match about $830,057 at 4% or $553,371 at 6%; with 100% employer match about $622,543 at 4% or $415,028 at 6%.
201315$1,159,593$128,825$25,765iApproximate average salary by contribution assumption: employee only about $644,125 at 4% or $429,417 at 6%; with 50% employer match about $429,417 at 4% or $286,278 at 6%; with 100% employer match about $322,063 at 4% or $214,708 at 6%.
Wayne D. Gretzky Cash Balance Pension Plan-5$1,159,593$128,825$25,765iApproximate average salary by contribution assumption: employee only about $644,125 at 4% or $429,417 at 6%; with 50% employer match about $429,417 at 4% or $286,278 at 6%; with 100% employer match about $322,063 at 4% or $214,708 at 6%.
201215$999,987$106,902$21,380iApproximate average salary by contribution assumption: employee only about $534,510 at 4% or $356,340 at 6%; with 50% employer match about $356,340 at 4% or $237,560 at 6%; with 100% employer match about $267,255 at 4% or $178,170 at 6%.
Wayne D. Gretzky Cash Balance Pension Plan-5$999,987$106,902$21,380iApproximate average salary by contribution assumption: employee only about $534,510 at 4% or $356,340 at 6%; with 50% employer match about $356,340 at 4% or $237,560 at 6%; with 100% employer match about $267,255 at 4% or $178,170 at 6%.
201116$846,818$126,180$21,030iApproximate average salary by contribution assumption: employee only about $525,750 at 4% or $350,500 at 6%; with 50% employer match about $350,500 at 4% or $233,667 at 6%; with 100% employer match about $262,875 at 4% or $175,250 at 6%.
Wayne D. Gretzky Cash Balance Pension Plan-6$846,818$126,180$21,030iApproximate average salary by contribution assumption: employee only about $525,750 at 4% or $350,500 at 6%; with 50% employer match about $350,500 at 4% or $233,667 at 6%; with 100% employer match about $262,875 at 4% or $175,250 at 6%.
201026$733,752$146,740$24,457iApproximate average salary by contribution assumption: employee only about $611,417 at 4% or $407,611 at 6%; with 50% employer match about $407,611 at 4% or $271,741 at 6%; with 100% employer match about $305,708 at 4% or $203,806 at 6%.
Wayne D. Gretzky Cash Balance Pension Plan-6$733,752$146,740$24,457iApproximate average salary by contribution assumption: employee only about $611,417 at 4% or $407,611 at 6%; with 50% employer match about $407,611 at 4% or $271,741 at 6%; with 100% employer match about $305,708 at 4% or $203,806 at 6%.
WAYNE D. GRETZKY PROFIT SHARING PLAN-0$0$0-
200923$935,770$174,315$58,105iApproximate average salary by contribution assumption: employee only about $1,452,625 at 4% or $968,417 at 6%; with 50% employer match about $968,417 at 4% or $645,611 at 6%; with 100% employer match about $726,313 at 4% or $484,208 at 6%.
Wayne D. Gretzky Cash Balance Pension Plan-3$535,220$85,000$28,333iApproximate average salary by contribution assumption: employee only about $708,333 at 4% or $472,222 at 6%; with 50% employer match about $472,222 at 4% or $314,815 at 6%; with 100% employer match about $354,167 at 4% or $236,111 at 6%.
WAYNE D. GRETZKY PROFIT SHARING PLAN-3$400,550$89,315$29,772iApproximate average salary by contribution assumption: employee only about $744,292 at 4% or $496,194 at 6%; with 50% employer match about $496,194 at 4% or $330,796 at 6%; with 100% employer match about $372,146 at 4% or $248,097 at 6%.
200823$0$0-
WAYNE D. GRETZKY PROFIT SHARING PLAN-3---
Wayne D. Gretzky Cash Balance Pension Plan-3---
200723$477,912$250,053$83,351iApproximate average salary by contribution assumption: employee only about $2,083,775 at 4% or $1,389,183 at 6%; with 50% employer match about $1,389,183 at 4% or $926,122 at 6%; with 100% employer match about $1,041,888 at 4% or $694,592 at 6%.
Wayne D. Gretzky Cash Balance Pension Plan-3$301,471$163,053$54,351iApproximate average salary by contribution assumption: employee only about $1,358,775 at 4% or $905,850 at 6%; with 50% employer match about $905,850 at 4% or $603,900 at 6%; with 100% employer match about $679,388 at 4% or $452,925 at 6%.
WAYNE D. GRETZKY PROFIT SHARING PLAN-3$176,441$87,000$29,000iApproximate average salary by contribution assumption: employee only about $725,000 at 4% or $483,333 at 6%; with 50% employer match about $483,333 at 4% or $322,222 at 6%; with 100% employer match about $362,500 at 4% or $241,667 at 6%.
200623$219,394$219,394$73,131iApproximate average salary by contribution assumption: employee only about $1,828,283 at 4% or $1,218,856 at 6%; with 50% employer match about $1,218,856 at 4% or $812,570 at 6%; with 100% employer match about $914,142 at 4% or $609,428 at 6%.
Wayne D. Gretzky Cash Balance Pension Plan-3$133,394$133,394$44,465iApproximate average salary by contribution assumption: employee only about $1,111,617 at 4% or $741,078 at 6%; with 50% employer match about $741,078 at 4% or $494,052 at 6%; with 100% employer match about $555,808 at 4% or $370,539 at 6%.
WAYNE D. GRETZKY PROFIT SHARING PLAN-3$86,000$86,000$28,667iApproximate average salary by contribution assumption: employee only about $716,667 at 4% or $477,778 at 6%; with 50% employer match about $477,778 at 4% or $318,519 at 6%; with 100% employer match about $358,333 at 4% or $238,889 at 6%.