Valdemar Welz
Plan context: Valdemar Welz 401 K Profit Sharing Plan Trust
EIN 04-2740836 • Boston, MA • 18 filings • 4 plans
Current Snapshot
Latest Year
2020
2020 Participants
3
2020 Assets
$164,076
2020 Contributions
$566
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 3 | $164,076 | $566 | $189iApproximate average salary by contribution assumption: employee only about $4,717 at 4% or $3,144 at 6%; with 50% employer match about $3,144 at 4% or $2,096 at 6%; with 100% employer match about $2,358 at 4% or $1,572 at 6%. |
| Valdemar Welz 401 K Profit Sharing Plan Trust | - | 3 | $164,076 | $566 | $189iApproximate average salary by contribution assumption: employee only about $4,717 at 4% or $3,144 at 6%; with 50% employer match about $3,144 at 4% or $2,096 at 6%; with 100% employer match about $2,358 at 4% or $1,572 at 6%. |
| 2019 | 1 | 4 | $288,617 | $3,119 | $780iApproximate average salary by contribution assumption: employee only about $19,494 at 4% or $12,996 at 6%; with 50% employer match about $12,996 at 4% or $8,664 at 6%; with 100% employer match about $9,747 at 4% or $6,498 at 6%. |
| Valdemar Welz 401 K Profit Sharing Plan Trust | - | 4 | $288,617 | $3,119 | $780iApproximate average salary by contribution assumption: employee only about $19,494 at 4% or $12,996 at 6%; with 50% employer match about $12,996 at 4% or $8,664 at 6%; with 100% employer match about $9,747 at 4% or $6,498 at 6%. |
| 2018 | 1 | 4 | $243,541 | $3,424 | $856iApproximate average salary by contribution assumption: employee only about $21,400 at 4% or $14,267 at 6%; with 50% employer match about $14,267 at 4% or $9,511 at 6%; with 100% employer match about $10,700 at 4% or $7,133 at 6%. |
| Valdemar Welz 401 K Profit Sharing Plan Trust | - | 4 | $243,541 | $3,424 | $856iApproximate average salary by contribution assumption: employee only about $21,400 at 4% or $14,267 at 6%; with 50% employer match about $14,267 at 4% or $9,511 at 6%; with 100% employer match about $10,700 at 4% or $7,133 at 6%. |
| 2017 | 1 | 4 | $237,626 | $3,392 | $848iApproximate average salary by contribution assumption: employee only about $21,200 at 4% or $14,133 at 6%; with 50% employer match about $14,133 at 4% or $9,422 at 6%; with 100% employer match about $10,600 at 4% or $7,067 at 6%. |
| Valdemar Welz 401 K Profit Sharing Plan Trust | - | 4 | $237,626 | $3,392 | $848iApproximate average salary by contribution assumption: employee only about $21,200 at 4% or $14,133 at 6%; with 50% employer match about $14,133 at 4% or $9,422 at 6%; with 100% employer match about $10,600 at 4% or $7,067 at 6%. |
| 2016 | 1 | 12 | $208,328 | $3,026 | $252iApproximate average salary by contribution assumption: employee only about $6,304 at 4% or $4,203 at 6%; with 50% employer match about $4,203 at 4% or $2,802 at 6%; with 100% employer match about $3,152 at 4% or $2,101 at 6%. |
| Valdemar Welz 401 K Profit Sharing Plan Trust | - | 12 | $208,328 | $3,026 | $252iApproximate average salary by contribution assumption: employee only about $6,304 at 4% or $4,203 at 6%; with 50% employer match about $4,203 at 4% or $2,802 at 6%; with 100% employer match about $3,152 at 4% or $2,101 at 6%. |
| 2015 | 1 | 3 | $199,047 | $3,209 | $1,070iApproximate average salary by contribution assumption: employee only about $26,742 at 4% or $17,828 at 6%; with 50% employer match about $17,828 at 4% or $11,885 at 6%; with 100% employer match about $13,371 at 4% or $8,914 at 6%. |
| Valdemar Welz 401 K Profit Sharing Plan Trust | - | 3 | $199,047 | $3,209 | $1,070iApproximate average salary by contribution assumption: employee only about $26,742 at 4% or $17,828 at 6%; with 50% employer match about $17,828 at 4% or $11,885 at 6%; with 100% employer match about $13,371 at 4% or $8,914 at 6%. |
| 2014 | 1 | 4 | $194,213 | $3,054 | $764iApproximate average salary by contribution assumption: employee only about $19,088 at 4% or $12,725 at 6%; with 50% employer match about $12,725 at 4% or $8,483 at 6%; with 100% employer match about $9,544 at 4% or $6,363 at 6%. |
| Valdemar Welz 401 K Profit Sharing Plan Trust | - | 4 | $194,213 | $3,054 | $764iApproximate average salary by contribution assumption: employee only about $19,088 at 4% or $12,725 at 6%; with 50% employer match about $12,725 at 4% or $8,483 at 6%; with 100% employer match about $9,544 at 4% or $6,363 at 6%. |
| 2013 | 1 | 4 | $181,160 | $1,956 | $489iApproximate average salary by contribution assumption: employee only about $12,225 at 4% or $8,150 at 6%; with 50% employer match about $8,150 at 4% or $5,433 at 6%; with 100% employer match about $6,113 at 4% or $4,075 at 6%. |
| Valdemar Welz 401 K Profit Sharing Plan Trust | - | 4 | $181,160 | $1,956 | $489iApproximate average salary by contribution assumption: employee only about $12,225 at 4% or $8,150 at 6%; with 50% employer match about $8,150 at 4% or $5,433 at 6%; with 100% employer match about $6,113 at 4% or $4,075 at 6%. |
| 2012 | 1 | 6 | $214,725 | $1,608 | $268iApproximate average salary by contribution assumption: employee only about $6,700 at 4% or $4,467 at 6%; with 50% employer match about $4,467 at 4% or $2,978 at 6%; with 100% employer match about $3,350 at 4% or $2,233 at 6%. |
| Valdemar Welz 401 K Profit Sharing Plan Trust | - | 6 | $214,725 | $1,608 | $268iApproximate average salary by contribution assumption: employee only about $6,700 at 4% or $4,467 at 6%; with 50% employer match about $4,467 at 4% or $2,978 at 6%; with 100% employer match about $3,350 at 4% or $2,233 at 6%. |
| 2011 | 1 | 7 | $210,336 | $106,170 | $15,167iApproximate average salary by contribution assumption: employee only about $379,179 at 4% or $252,786 at 6%; with 50% employer match about $252,786 at 4% or $168,524 at 6%; with 100% employer match about $189,589 at 4% or $126,393 at 6%. |
| Valdemar Welz 401 K Profit Sharing Plan Trust | - | 7 | $210,336 | $106,170 | $15,167iApproximate average salary by contribution assumption: employee only about $379,179 at 4% or $252,786 at 6%; with 50% employer match about $252,786 at 4% or $168,524 at 6%; with 100% employer match about $189,589 at 4% or $126,393 at 6%. |
| 2010 | 1 | 7 | $107,879 | $1,141 | $163iApproximate average salary by contribution assumption: employee only about $4,075 at 4% or $2,717 at 6%; with 50% employer match about $2,717 at 4% or $1,811 at 6%; with 100% employer match about $2,038 at 4% or $1,358 at 6%. |
| Valdemar Welz 401 K Profit Sharing Plan Trust | - | 7 | $107,879 | $1,141 | $163iApproximate average salary by contribution assumption: employee only about $4,075 at 4% or $2,717 at 6%; with 50% employer match about $2,717 at 4% or $1,811 at 6%; with 100% employer match about $2,038 at 4% or $1,358 at 6%. |
| 2009 | 1 | 5 | $93,052 | $3,866 | $773iApproximate average salary by contribution assumption: employee only about $19,330 at 4% or $12,887 at 6%; with 50% employer match about $12,887 at 4% or $8,591 at 6%; with 100% employer match about $9,665 at 4% or $6,443 at 6%. |
| Valdemar Welz 401 K Profit Sharing Plan Trust | - | 5 | $93,052 | $3,866 | $773iApproximate average salary by contribution assumption: employee only about $19,330 at 4% or $12,887 at 6%; with 50% employer match about $12,887 at 4% or $8,591 at 6%; with 100% employer match about $9,665 at 4% or $6,443 at 6%. |
| 2008 | 1 | 11 | $96,381 | $6,184 | $562iApproximate average salary by contribution assumption: employee only about $14,055 at 4% or $9,370 at 6%; with 50% employer match about $9,370 at 4% or $6,246 at 6%; with 100% employer match about $7,027 at 4% or $4,685 at 6%. |
| Valdemar Welz 401 K Profit Sharing Plan Trust | - | 11 | $96,381 | $6,184 | $562iApproximate average salary by contribution assumption: employee only about $14,055 at 4% or $9,370 at 6%; with 50% employer match about $9,370 at 4% or $6,246 at 6%; with 100% employer match about $7,027 at 4% or $4,685 at 6%. |
| 2007 | 1 | 12 | $0 | $0 | - |
| Valdemar Welz 401 K Profit Sharing Plan Trust | - | 12 | - | - | - |
| 2006 | 1 | 12 | $166,985 | $22,808 | $1,901iApproximate average salary by contribution assumption: employee only about $47,517 at 4% or $31,678 at 6%; with 50% employer match about $31,678 at 4% or $21,119 at 6%; with 100% employer match about $23,758 at 4% or $15,839 at 6%. |
| Valdemar Welz 401 K Profit Sharing Plan Trust | - | 12 | $166,985 | $22,808 | $1,901iApproximate average salary by contribution assumption: employee only about $47,517 at 4% or $31,678 at 6%; with 50% employer match about $31,678 at 4% or $21,119 at 6%; with 100% employer match about $23,758 at 4% or $15,839 at 6%. |
| 2005 | 1 | 11 | $133,239 | $24,470 | $2,225iApproximate average salary by contribution assumption: employee only about $55,614 at 4% or $37,076 at 6%; with 50% employer match about $37,076 at 4% or $24,717 at 6%; with 100% employer match about $27,807 at 4% or $18,538 at 6%. |
| Valdemar Welz 401 K Profit Sharing Plan Trust | - | 11 | $133,239 | $24,470 | $2,225iApproximate average salary by contribution assumption: employee only about $55,614 at 4% or $37,076 at 6%; with 50% employer match about $37,076 at 4% or $24,717 at 6%; with 100% employer match about $27,807 at 4% or $18,538 at 6%. |
| 2004 | 1 | 11 | $102,398 | $17,826 | $1,621iApproximate average salary by contribution assumption: employee only about $40,514 at 4% or $27,009 at 6%; with 50% employer match about $27,009 at 4% or $18,006 at 6%; with 100% employer match about $20,257 at 4% or $13,505 at 6%. |
| Valdemar Welz 401 K Profit Sharing Plan Trust | - | 11 | $102,398 | $17,826 | $1,621iApproximate average salary by contribution assumption: employee only about $40,514 at 4% or $27,009 at 6%; with 50% employer match about $27,009 at 4% or $18,006 at 6%; with 100% employer match about $20,257 at 4% or $13,505 at 6%. |
| 2003 | 1 | 8 | $0 | $0 | - |
| Valdemar Welz 401 K Profit Sharing Plan Trust | - | 8 | - | - | - |