Civic Intelligence

Stephen I. Widlitz PC.

Plan context: WIDLITZ & STERN, P.C. CASH BALANCE PENSION PLAN

EIN 11-2700636 • Huntington, NY • 26 filings • 7 plans

23 Green Street, Suite 209Huntington, NY 11743-4236
Current Snapshot

Latest Year

2022

2022 Participants

2

2022 Assets

$239,012

2022 Contributions

$69,659

Historical Graphs

Total Assets Over Time

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

$1,492,045$746,023$0199920092022YearValue
$239,012Latest year 2022

Participants Over Time

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

630199920082022YearValue
2Latest year 2022

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
202212$239,012$0-
WIDLITZ & STERN, P.C. CASH BALANCE PENSION PLAN-2$239,012--
202112$238,277$0-
WIDLITZ & STERN, P.C. CASH BALANCE PENSION PLAN-2$238,277$0-
202022$259,118$0-
WIDLITZ & STERN, P.C. CASH BALANCE PENSION PLAN-2$228,453$0-
Stephen I. Widlitz PC. Pension Plan-2$30,665$0-
201922$238,147$69,659$34,830iApproximate average salary by contribution assumption: employee only about $870,738 at 4% or $580,492 at 6%; with 50% employer match about $580,492 at 4% or $386,994 at 6%; with 100% employer match about $435,369 at 4% or $290,246 at 6%.
WIDLITZ & STERN, P.C. CASH BALANCE PENSION PLAN-2$211,269$60,259$30,130iApproximate average salary by contribution assumption: employee only about $753,238 at 4% or $502,158 at 6%; with 50% employer match about $502,158 at 4% or $334,772 at 6%; with 100% employer match about $376,619 at 4% or $251,079 at 6%.
Stephen I. Widlitz PC. Pension Plan-2$26,878$9,400$4,700iApproximate average salary by contribution assumption: employee only about $117,500 at 4% or $78,333 at 6%; with 50% employer match about $78,333 at 4% or $52,222 at 6%; with 100% employer match about $58,750 at 4% or $39,167 at 6%.
201822$155,314$155,314$77,657iApproximate average salary by contribution assumption: employee only about $1,941,425 at 4% or $1,294,283 at 6%; with 50% employer match about $1,294,283 at 4% or $862,856 at 6%; with 100% employer match about $970,713 at 4% or $647,142 at 6%.
WIDLITZ & STERN, P.C. CASH BALANCE PENSION PLAN-2$141,214$141,214$70,607iApproximate average salary by contribution assumption: employee only about $1,765,175 at 4% or $1,176,783 at 6%; with 50% employer match about $1,176,783 at 4% or $784,522 at 6%; with 100% employer match about $882,588 at 4% or $588,392 at 6%.
Stephen I. Widlitz PC. Pension Plan-2$14,100$14,100$7,050iApproximate average salary by contribution assumption: employee only about $176,250 at 4% or $117,500 at 6%; with 50% employer match about $117,500 at 4% or $78,333 at 6%; with 100% employer match about $88,125 at 4% or $58,750 at 6%.
201210$0$0-
Stephen I. Widlitz PC. 401K/Profit Sharing Plan-0$0$0-
201114$1,492,045$51,214$12,804iApproximate average salary by contribution assumption: employee only about $320,088 at 4% or $213,392 at 6%; with 50% employer match about $213,392 at 4% or $142,261 at 6%; with 100% employer match about $160,044 at 4% or $106,696 at 6%.
Stephen I. Widlitz PC. 401K/Profit Sharing Plan-4$1,492,045$51,214$12,804iApproximate average salary by contribution assumption: employee only about $320,088 at 4% or $213,392 at 6%; with 50% employer match about $213,392 at 4% or $142,261 at 6%; with 100% employer match about $160,044 at 4% or $106,696 at 6%.
201014$1,483,848$32,174$8,044iApproximate average salary by contribution assumption: employee only about $201,088 at 4% or $134,058 at 6%; with 50% employer match about $134,058 at 4% or $89,372 at 6%; with 100% employer match about $100,544 at 4% or $67,029 at 6%.
Stephen I. Widlitz PC. 401K/Profit Sharing Plan-4$1,483,848$32,174$8,044iApproximate average salary by contribution assumption: employee only about $201,088 at 4% or $134,058 at 6%; with 50% employer match about $134,058 at 4% or $89,372 at 6%; with 100% employer match about $100,544 at 4% or $67,029 at 6%.
200914$1,318,232$61,395$15,349iApproximate average salary by contribution assumption: employee only about $383,719 at 4% or $255,813 at 6%; with 50% employer match about $255,813 at 4% or $170,542 at 6%; with 100% employer match about $191,859 at 4% or $127,906 at 6%.
Stephen I. Widlitz PC. 401K/Profit Sharing Plan-4$1,318,232$61,395$15,349iApproximate average salary by contribution assumption: employee only about $383,719 at 4% or $255,813 at 6%; with 50% employer match about $255,813 at 4% or $170,542 at 6%; with 100% employer match about $191,859 at 4% or $127,906 at 6%.
200814$1,057,133$54,468$13,617iApproximate average salary by contribution assumption: employee only about $340,425 at 4% or $226,950 at 6%; with 50% employer match about $226,950 at 4% or $151,300 at 6%; with 100% employer match about $170,213 at 4% or $113,475 at 6%.
Stephen I. Widlitz PC. 401K/Profit Sharing Plan-4$1,057,133$54,468$13,617iApproximate average salary by contribution assumption: employee only about $340,425 at 4% or $226,950 at 6%; with 50% employer match about $226,950 at 4% or $151,300 at 6%; with 100% employer match about $170,213 at 4% or $113,475 at 6%.
200714$0$0-
Stephen I. Widlitz PC. 401K/Profit Sharing Plan-4---
200614$1,386,522$117,549$29,387iApproximate average salary by contribution assumption: employee only about $734,681 at 4% or $489,788 at 6%; with 50% employer match about $489,788 at 4% or $326,525 at 6%; with 100% employer match about $367,341 at 4% or $244,894 at 6%.
Stephen I. Widlitz PC. 401K/Profit Sharing Plan-4$1,386,522$117,549$29,387iApproximate average salary by contribution assumption: employee only about $734,681 at 4% or $489,788 at 6%; with 50% employer match about $489,788 at 4% or $326,525 at 6%; with 100% employer match about $367,341 at 4% or $244,894 at 6%.
200514$1,106,691$41,826$10,457iApproximate average salary by contribution assumption: employee only about $261,413 at 4% or $174,275 at 6%; with 50% employer match about $174,275 at 4% or $116,183 at 6%; with 100% employer match about $130,706 at 4% or $87,138 at 6%.
Stephen I. Widlitz PC. 401K/Profit Sharing Plan-4$1,106,691$41,826$10,457iApproximate average salary by contribution assumption: employee only about $261,413 at 4% or $174,275 at 6%; with 50% employer match about $174,275 at 4% or $116,183 at 6%; with 100% employer match about $130,706 at 4% or $87,138 at 6%.
200414$1,033,172$102,901$25,725iApproximate average salary by contribution assumption: employee only about $643,131 at 4% or $428,754 at 6%; with 50% employer match about $428,754 at 4% or $285,836 at 6%; with 100% employer match about $321,566 at 4% or $214,377 at 6%.
Stephen I. Widlitz PC. 401K/Profit Sharing Plan-4$1,033,172$102,901$25,725iApproximate average salary by contribution assumption: employee only about $643,131 at 4% or $428,754 at 6%; with 50% employer match about $428,754 at 4% or $285,836 at 6%; with 100% employer match about $321,566 at 4% or $214,377 at 6%.
200314$872,871$33,221$8,305iApproximate average salary by contribution assumption: employee only about $207,631 at 4% or $138,421 at 6%; with 50% employer match about $138,421 at 4% or $92,281 at 6%; with 100% employer match about $103,816 at 4% or $69,210 at 6%.
Stephen I. Widlitz PC. 401K/Profit Sharing Plan-4$872,871$33,221$8,305iApproximate average salary by contribution assumption: employee only about $207,631 at 4% or $138,421 at 6%; with 50% employer match about $138,421 at 4% or $92,281 at 6%; with 100% employer match about $103,816 at 4% or $69,210 at 6%.
200224$0$35,756$8,939iApproximate average salary by contribution assumption: employee only about $223,475 at 4% or $148,983 at 6%; with 50% employer match about $148,983 at 4% or $99,322 at 6%; with 100% employer match about $111,738 at 4% or $74,492 at 6%.
Stephen I. Widlitz PC. Pension Plan-0-$35,756-
Stephen I. Widlitz PC. 401K/Profit Sharing Plan-4---
200124$0$0-
Stephen I. Widlitz PC. 401K/Profit Sharing Plan-4---
Stephen I. Widlitz PC. Pension Plan-4---
200025$883,911$99,322$19,864iApproximate average salary by contribution assumption: employee only about $496,610 at 4% or $331,073 at 6%; with 50% employer match about $331,073 at 4% or $220,716 at 6%; with 100% employer match about $248,305 at 4% or $165,537 at 6%.
Stephen I. Widlitz PC. 401K/Profit Sharing Plan-5$809,204$60,909$12,182iApproximate average salary by contribution assumption: employee only about $304,545 at 4% or $203,030 at 6%; with 50% employer match about $203,030 at 4% or $135,353 at 6%; with 100% employer match about $152,273 at 4% or $101,515 at 6%.
Stephen I. Widlitz PC. Pension Plan-5$74,707$38,413$7,683iApproximate average salary by contribution assumption: employee only about $192,065 at 4% or $128,043 at 6%; with 50% employer match about $128,043 at 4% or $85,362 at 6%; with 100% employer match about $96,033 at 4% or $64,022 at 6%.
199926$739,747$96,019$16,003iApproximate average salary by contribution assumption: employee only about $400,079 at 4% or $266,719 at 6%; with 50% employer match about $266,719 at 4% or $177,813 at 6%; with 100% employer match about $200,040 at 4% or $133,360 at 6%.
Stephen I. Widlitz PC. 401K/Profit Sharing Plan-6$703,410$59,682$9,947iApproximate average salary by contribution assumption: employee only about $248,675 at 4% or $165,783 at 6%; with 50% employer match about $165,783 at 4% or $110,522 at 6%; with 100% employer match about $124,338 at 4% or $82,892 at 6%.
Stephen I. Widlitz PC. Pension Plan-6$36,337$36,337$6,056iApproximate average salary by contribution assumption: employee only about $151,404 at 4% or $100,936 at 6%; with 50% employer match about $100,936 at 4% or $67,291 at 6%; with 100% employer match about $75,702 at 4% or $50,468 at 6%.