Wealth Transfer Planning Inc.
Plan context: Wealth Transfer Planning Inc. Defined Benefit Pension Plan
EIN 95-4301550 • 10 filings • 3 plans
Current Snapshot
Latest Year
2007
2007 Participants
11
2007 Assets
$2,137
2007 Contributions
$548
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2007 | 1 | 0 | $0 | $0 | - |
| Wealth Transfer Planning Inc. Defined Benefit Pension Plan | - | 0 | - | - | - |
| 2006 | 2 | 0 | $2,137 | $548 | - |
| Wealth Transfer Planning Inc. Defined Benefit Pension Plan | - | 0 | $2,137 | - | - |
| Wealth Transfer Planning Inc. 401K Plan | - | 0 | - | $548 | - |
| 2005 | 2 | 11 | $1,507,007 | $37,600 | $3,418iApproximate average salary by contribution assumption: employee only about $85,455 at 4% or $56,970 at 6%; with 50% employer match about $56,970 at 4% or $37,980 at 6%; with 100% employer match about $42,727 at 4% or $28,485 at 6%. |
| Wealth Transfer Planning Inc. Defined Benefit Pension Plan | - | 8 | $1,248,489 | - | - |
| Wealth Transfer Planning Inc. 401K Plan | - | 11 | $258,518 | $37,600 | $3,418iApproximate average salary by contribution assumption: employee only about $85,455 at 4% or $56,970 at 6%; with 50% employer match about $56,970 at 4% or $37,980 at 6%; with 100% employer match about $42,727 at 4% or $28,485 at 6%. |
| 2004 | 2 | 10 | $1,356,009 | $342,308 | $34,231iApproximate average salary by contribution assumption: employee only about $855,770 at 4% or $570,513 at 6%; with 50% employer match about $570,513 at 4% or $380,342 at 6%; with 100% employer match about $427,885 at 4% or $285,257 at 6%. |
| Wealth Transfer Planning Inc. Defined Benefit Pension Plan | - | 6 | $1,136,531 | $280,377 | $46,730iApproximate average salary by contribution assumption: employee only about $1,168,238 at 4% or $778,825 at 6%; with 50% employer match about $778,825 at 4% or $519,217 at 6%; with 100% employer match about $584,119 at 4% or $389,413 at 6%. |
| Wealth Transfer Planning Inc. 401K Plan | - | 10 | $219,478 | $61,931 | $6,193iApproximate average salary by contribution assumption: employee only about $154,828 at 4% or $103,218 at 6%; with 50% employer match about $103,218 at 4% or $68,812 at 6%; with 100% employer match about $77,414 at 4% or $51,609 at 6%. |
| 2003 | 1 | 6 | $0 | $0 | - |
| Wealth Transfer Planning Inc. Defined Benefit Pension Plan | - | 6 | - | - | - |
| 2002 | 1 | 5 | $0 | $0 | - |
| Wealth Transfer Planning Inc. Defined Benefit Pension Plan | - | 5 | - | - | - |
| 2001 | 1 | 4 | $0 | $0 | - |
| Wealth Transfer Planning Inc. Defined Benefit Pension Plan | - | 4 | - | - | - |