Civic Intelligence

Don Fagenson

Plan context: Don Fagenson Defined Benefit Pension Plan

EIN 95-4287978 • 9 filings • 2 plans

Current Snapshot

Latest Year

2004

2004 Participants

1

2004 Assets

$411,070

2004 Contributions

$35,000

Historical Graphs

Total Assets Over Time

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

$990,970$495,485$0199920022004YearValue
$411,070Latest year 2004

Participants Over Time

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

210199920022004YearValue
1Latest 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
200411$411,070$0-
Don Fagenson Defined Benefit Pension Plan-1$411,070--
200311$393,740$0-
Don Fagenson Defined Benefit Pension Plan-1$393,740--
200211$371,316$0-
Don Fagenson Defined Benefit Pension Plan-1$371,316--
200121$0$0-
Don Fagenson Defined Benefit Pension Plan-1---
Don Fagenson Money Purchase Pension Plan-1---
200022$854,774$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
Don Fagenson Money Purchase Pension Plan-2$757,461--
Don Fagenson Defined Benefit Pension Plan-2$97,313$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
199922$990,970$74,600$37,300iApproximate average salary by contribution assumption: employee only about $932,500 at 4% or $621,667 at 6%; with 50% employer match about $621,667 at 4% or $414,444 at 6%; with 100% employer match about $466,250 at 4% or $310,833 at 6%.
Don Fagenson Money Purchase Pension Plan-2$916,370--
Don Fagenson Defined Benefit Pension Plan-2$74,600$74,600$37,300iApproximate average salary by contribution assumption: employee only about $932,500 at 4% or $621,667 at 6%; with 50% employer match about $621,667 at 4% or $414,444 at 6%; with 100% employer match about $466,250 at 4% or $310,833 at 6%.