Wachtel & Shafran
Plan context: Wachtel & Shafran Profit Sharing Plan & Trust
EIN 06-1015184 • Bristol, CT • 25 filings • 7 plans
Current Snapshot
Latest Year
2025
2025 Participants
16
2025 Assets
$1,453,770
2025 Contributions
$111,119
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 16 | $1,453,770 | $111,119 | $6,945iApproximate average salary by contribution assumption: employee only about $173,623 at 4% or $115,749 at 6%; with 50% employer match about $115,749 at 4% or $77,166 at 6%; with 100% employer match about $86,812 at 4% or $57,874 at 6%. |
| Wachtel & Shafran Profit Sharing Plan & Trust | - | 16 | $1,453,770 | $111,119 | $6,945iApproximate average salary by contribution assumption: employee only about $173,623 at 4% or $115,749 at 6%; with 50% employer match about $115,749 at 4% or $77,166 at 6%; with 100% employer match about $86,812 at 4% or $57,874 at 6%. |
| 2024 | 1 | 14 | $1,187,274 | $69,352 | $4,954iApproximate average salary by contribution assumption: employee only about $123,843 at 4% or $82,562 at 6%; with 50% employer match about $82,562 at 4% or $55,041 at 6%; with 100% employer match about $61,921 at 4% or $41,281 at 6%. |
| Wachtel & Shafran Profit Sharing Plan & Trust | - | 14 | $1,187,274 | $69,352 | $4,954iApproximate average salary by contribution assumption: employee only about $123,843 at 4% or $82,562 at 6%; with 50% employer match about $82,562 at 4% or $55,041 at 6%; with 100% employer match about $61,921 at 4% or $41,281 at 6%. |
| 2023 | 1 | 13 | $1,050,440 | $87,524 | $6,733iApproximate average salary by contribution assumption: employee only about $168,315 at 4% or $112,210 at 6%; with 50% employer match about $112,210 at 4% or $74,807 at 6%; with 100% employer match about $84,158 at 4% or $56,105 at 6%. |
| Wachtel & Shafran Profit Sharing Plan & Trust | - | 13 | $1,050,440 | $87,524 | $6,733iApproximate average salary by contribution assumption: employee only about $168,315 at 4% or $112,210 at 6%; with 50% employer match about $112,210 at 4% or $74,807 at 6%; with 100% employer match about $84,158 at 4% or $56,105 at 6%. |
| 2022 | 1 | 16 | $911,476 | $133,945 | $8,372iApproximate average salary by contribution assumption: employee only about $209,289 at 4% or $139,526 at 6%; with 50% employer match about $139,526 at 4% or $93,017 at 6%; with 100% employer match about $104,645 at 4% or $69,763 at 6%. |
| Wachtel & Shafran Profit Sharing Plan & Trust | - | 16 | $911,476 | $133,945 | $8,372iApproximate average salary by contribution assumption: employee only about $209,289 at 4% or $139,526 at 6%; with 50% employer match about $139,526 at 4% or $93,017 at 6%; with 100% employer match about $104,645 at 4% or $69,763 at 6%. |
| 2021 | 1 | 15 | $1,166,208 | $103,676 | $6,912iApproximate average salary by contribution assumption: employee only about $172,793 at 4% or $115,196 at 6%; with 50% employer match about $115,196 at 4% or $76,797 at 6%; with 100% employer match about $86,397 at 4% or $57,598 at 6%. |
| Wachtel & Shafran Profit Sharing Plan & Trust | - | 15 | $1,166,208 | $103,676 | $6,912iApproximate average salary by contribution assumption: employee only about $172,793 at 4% or $115,196 at 6%; with 50% employer match about $115,196 at 4% or $76,797 at 6%; with 100% employer match about $86,397 at 4% or $57,598 at 6%. |
| 2020 | 1 | 15 | $972,467 | $86,266 | $5,751iApproximate average salary by contribution assumption: employee only about $143,777 at 4% or $95,851 at 6%; with 50% employer match about $95,851 at 4% or $63,901 at 6%; with 100% employer match about $71,888 at 4% or $47,926 at 6%. |
| Wachtel & Shafran Profit Sharing Plan & Trust | - | 15 | $972,467 | $86,266 | $5,751iApproximate average salary by contribution assumption: employee only about $143,777 at 4% or $95,851 at 6%; with 50% employer match about $95,851 at 4% or $63,901 at 6%; with 100% employer match about $71,888 at 4% or $47,926 at 6%. |
| 2019 | 1 | 14 | $768,653 | $107,852 | $7,704iApproximate average salary by contribution assumption: employee only about $192,593 at 4% or $128,395 at 6%; with 50% employer match about $128,395 at 4% or $85,597 at 6%; with 100% employer match about $96,296 at 4% or $64,198 at 6%. |
| Wachtel & Shafran Profit Sharing Plan & Trust | - | 14 | $768,653 | $107,852 | $7,704iApproximate average salary by contribution assumption: employee only about $192,593 at 4% or $128,395 at 6%; with 50% employer match about $128,395 at 4% or $85,597 at 6%; with 100% employer match about $96,296 at 4% or $64,198 at 6%. |
| 2018 | 1 | 15 | $1,005,807 | $94,486 | $6,299iApproximate average salary by contribution assumption: employee only about $157,477 at 4% or $104,984 at 6%; with 50% employer match about $104,984 at 4% or $69,990 at 6%; with 100% employer match about $78,738 at 4% or $52,492 at 6%. |
| Wachtel & Shafran Profit Sharing Plan & Trust | - | 15 | $1,005,807 | $94,486 | $6,299iApproximate average salary by contribution assumption: employee only about $157,477 at 4% or $104,984 at 6%; with 50% employer match about $104,984 at 4% or $69,990 at 6%; with 100% employer match about $78,738 at 4% or $52,492 at 6%. |
| 2017 | 1 | 16 | $982,115 | $121,152 | $7,572iApproximate average salary by contribution assumption: employee only about $189,300 at 4% or $126,200 at 6%; with 50% employer match about $126,200 at 4% or $84,133 at 6%; with 100% employer match about $94,650 at 4% or $63,100 at 6%. |
| Wachtel & Shafran Profit Sharing Plan & Trust | - | 16 | $982,115 | $121,152 | $7,572iApproximate average salary by contribution assumption: employee only about $189,300 at 4% or $126,200 at 6%; with 50% employer match about $126,200 at 4% or $84,133 at 6%; with 100% employer match about $94,650 at 4% or $63,100 at 6%. |
| 2016 | 1 | 14 | $735,842 | $117,986 | $8,428iApproximate average salary by contribution assumption: employee only about $210,689 at 4% or $140,460 at 6%; with 50% employer match about $140,460 at 4% or $93,640 at 6%; with 100% employer match about $105,345 at 4% or $70,230 at 6%. |
| Wachtel & Shafran Profit Sharing Plan & Trust | - | 14 | $735,842 | $117,986 | $8,428iApproximate average salary by contribution assumption: employee only about $210,689 at 4% or $140,460 at 6%; with 50% employer match about $140,460 at 4% or $93,640 at 6%; with 100% employer match about $105,345 at 4% or $70,230 at 6%. |
| 2015 | 1 | 16 | $666,350 | $116,416 | $7,276iApproximate average salary by contribution assumption: employee only about $181,900 at 4% or $121,267 at 6%; with 50% employer match about $121,267 at 4% or $80,844 at 6%; with 100% employer match about $90,950 at 4% or $60,633 at 6%. |
| Wachtel & Shafran Profit Sharing Plan & Trust | - | 16 | $666,350 | $116,416 | $7,276iApproximate average salary by contribution assumption: employee only about $181,900 at 4% or $121,267 at 6%; with 50% employer match about $121,267 at 4% or $80,844 at 6%; with 100% employer match about $90,950 at 4% or $60,633 at 6%. |
| 2014 | 1 | 14 | $602,968 | $75,299 | $5,379iApproximate average salary by contribution assumption: employee only about $134,463 at 4% or $89,642 at 6%; with 50% employer match about $89,642 at 4% or $59,761 at 6%; with 100% employer match about $67,231 at 4% or $44,821 at 6%. |
| Wachtel & Shafran Profit Sharing Plan & Trust | - | 14 | $602,968 | $75,299 | $5,379iApproximate average salary by contribution assumption: employee only about $134,463 at 4% or $89,642 at 6%; with 50% employer match about $89,642 at 4% or $59,761 at 6%; with 100% employer match about $67,231 at 4% or $44,821 at 6%. |
| 2013 | 1 | 14 | $504,770 | $70,469 | $5,034iApproximate average salary by contribution assumption: employee only about $125,838 at 4% or $83,892 at 6%; with 50% employer match about $83,892 at 4% or $55,928 at 6%; with 100% employer match about $62,919 at 4% or $41,946 at 6%. |
| Wachtel & Shafran Profit Sharing Plan & Trust | - | 14 | $504,770 | $70,469 | $5,034iApproximate average salary by contribution assumption: employee only about $125,838 at 4% or $83,892 at 6%; with 50% employer match about $83,892 at 4% or $55,928 at 6%; with 100% employer match about $62,919 at 4% or $41,946 at 6%. |
| 2012 | 1 | 14 | $378,682 | $70,422 | $5,030iApproximate average salary by contribution assumption: employee only about $125,754 at 4% or $83,836 at 6%; with 50% employer match about $83,836 at 4% or $55,890 at 6%; with 100% employer match about $62,877 at 4% or $41,918 at 6%. |
| Wachtel & Shafran Profit Sharing Plan & Trust | - | 14 | $378,682 | $70,422 | $5,030iApproximate average salary by contribution assumption: employee only about $125,754 at 4% or $83,836 at 6%; with 50% employer match about $83,836 at 4% or $55,890 at 6%; with 100% employer match about $62,877 at 4% or $41,918 at 6%. |
| 2011 | 1 | 14 | $270,964 | $76,118 | $5,437iApproximate average salary by contribution assumption: employee only about $135,925 at 4% or $90,617 at 6%; with 50% employer match about $90,617 at 4% or $60,411 at 6%; with 100% employer match about $67,963 at 4% or $45,308 at 6%. |
| Wachtel & Shafran Profit Sharing Plan & Trust | - | 14 | $270,964 | $76,118 | $5,437iApproximate average salary by contribution assumption: employee only about $135,925 at 4% or $90,617 at 6%; with 50% employer match about $90,617 at 4% or $60,411 at 6%; with 100% employer match about $67,963 at 4% or $45,308 at 6%. |
| 2010 | 1 | 14 | $201,682 | $80,637 | $5,760iApproximate average salary by contribution assumption: employee only about $143,995 at 4% or $95,996 at 6%; with 50% employer match about $95,996 at 4% or $63,998 at 6%; with 100% employer match about $71,997 at 4% or $47,998 at 6%. |
| Wachtel & Shafran Profit Sharing Plan & Trust | - | 14 | $201,682 | $80,637 | $5,760iApproximate average salary by contribution assumption: employee only about $143,995 at 4% or $95,996 at 6%; with 50% employer match about $95,996 at 4% or $63,998 at 6%; with 100% employer match about $71,997 at 4% or $47,998 at 6%. |
| 2009 | 2 | 13 | $677,272 | $31,915 | $2,455iApproximate average salary by contribution assumption: employee only about $61,375 at 4% or $40,917 at 6%; with 50% employer match about $40,917 at 4% or $27,278 at 6%; with 100% employer match about $30,688 at 4% or $20,458 at 6%. |
| Wachtel & Shafran Profit Sharing Plan & Trust | - | 13 | $677,272 | $31,915 | $2,455iApproximate average salary by contribution assumption: employee only about $61,375 at 4% or $40,917 at 6%; with 50% employer match about $40,917 at 4% or $27,278 at 6%; with 100% employer match about $30,688 at 4% or $20,458 at 6%. |
| Wachtel & Shafran Profit Sharing Plan & Trust | - | - | - | - | - |
| 2008 | 1 | 13 | $615,946 | $51,008 | $3,924iApproximate average salary by contribution assumption: employee only about $98,092 at 4% or $65,395 at 6%; with 50% employer match about $65,395 at 4% or $43,597 at 6%; with 100% employer match about $49,046 at 4% or $32,697 at 6%. |
| Wachtel & Shafran Profit Sharing Plan & Trust | - | 13 | $615,946 | $51,008 | $3,924iApproximate average salary by contribution assumption: employee only about $98,092 at 4% or $65,395 at 6%; with 50% employer match about $65,395 at 4% or $43,597 at 6%; with 100% employer match about $49,046 at 4% or $32,697 at 6%. |
| 2006 | 1 | 12 | $638,187 | $52,505 | $4,375iApproximate average salary by contribution assumption: employee only about $109,385 at 4% or $72,924 at 6%; with 50% employer match about $72,924 at 4% or $48,616 at 6%; with 100% employer match about $54,693 at 4% or $36,462 at 6%. |
| Wachtel & Shafran Profit Sharing Plan & Trust | - | 12 | $638,187 | $52,505 | $4,375iApproximate average salary by contribution assumption: employee only about $109,385 at 4% or $72,924 at 6%; with 50% employer match about $72,924 at 4% or $48,616 at 6%; with 100% employer match about $54,693 at 4% or $36,462 at 6%. |
| 2005 | 1 | 11 | $523,535 | $40,015 | $3,638iApproximate average salary by contribution assumption: employee only about $90,943 at 4% or $60,629 at 6%; with 50% employer match about $60,629 at 4% or $40,419 at 6%; with 100% employer match about $45,472 at 4% or $30,314 at 6%. |
| Wachtel & Shafran Profit Sharing Plan & Trust | - | 11 | $523,535 | $40,015 | $3,638iApproximate average salary by contribution assumption: employee only about $90,943 at 4% or $60,629 at 6%; with 50% employer match about $60,629 at 4% or $40,419 at 6%; with 100% employer match about $45,472 at 4% or $30,314 at 6%. |
| 2003 | 1 | 12 | $361,988 | $39,605 | $3,300iApproximate average salary by contribution assumption: employee only about $82,510 at 4% or $55,007 at 6%; with 50% employer match about $55,007 at 4% or $36,671 at 6%; with 100% employer match about $41,255 at 4% or $27,503 at 6%. |
| Wachtel & Shafran Profit Sharing Plan & Trust | - | 12 | $361,988 | $39,605 | $3,300iApproximate average salary by contribution assumption: employee only about $82,510 at 4% or $55,007 at 6%; with 50% employer match about $55,007 at 4% or $36,671 at 6%; with 100% employer match about $41,255 at 4% or $27,503 at 6%. |
| 2002 | 1 | 9 | $267,899 | $31,598 | $3,511iApproximate average salary by contribution assumption: employee only about $87,772 at 4% or $58,515 at 6%; with 50% employer match about $58,515 at 4% or $39,010 at 6%; with 100% employer match about $43,886 at 4% or $29,257 at 6%. |
| Wachtel & Shafran Profit Sharing Plan & Trust | - | 9 | $267,899 | $31,598 | $3,511iApproximate average salary by contribution assumption: employee only about $87,772 at 4% or $58,515 at 6%; with 50% employer match about $58,515 at 4% or $39,010 at 6%; with 100% employer match about $43,886 at 4% or $29,257 at 6%. |
| 2001 | 1 | 10 | $311,538 | $0 | - |
| Wachtel & Shafran Profit Sharing Plan & Trust | - | 10 | $311,538 | - | - |
| 1999 | 1 | 10 | $326,300 | $30,000 | $3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%. |
| Wachtel & Shafran Profit Sharing Plan & Trust | - | 10 | $326,300 | $30,000 | $3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%. |