Civic Intelligence

Wagner & Zwerman LLP

Plan context: Wagner & Zwerman LLP 401(K) Profit Sharing Plan Sharing Plan

EIN 11-2836481 • Melville, NY • 14 filings • 3 plans

201 Old Country RoadMelville, NY 11747
Current Snapshot

Latest Year

2022

2022 Participants

32

2022 Assets

$4,810,989

2022 Contributions

$270,437

Historical Graphs

Total Assets Over Time

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

$4,810,989$2,405,495$0200920152021YearValue
$4,810,989Latest year 2021

Participants Over Time

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

50250200920152021YearValue
32Latest year 2021

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
202210$0$0-
Wagner & Zwerman LLP 401(K) Profit Sharing Plan Sharing Plan-0$0$0-
2021132$4,810,989$270,437$8,451iApproximate average salary by contribution assumption: employee only about $211,279 at 4% or $140,853 at 6%; with 50% employer match about $140,853 at 4% or $93,902 at 6%; with 100% employer match about $105,639 at 4% or $70,426 at 6%.
Wagner & Zwerman LLP 401(K) Profit Sharing Plan Sharing Plan-32$4,810,989$270,437$8,451iApproximate average salary by contribution assumption: employee only about $211,279 at 4% or $140,853 at 6%; with 50% employer match about $140,853 at 4% or $93,902 at 6%; with 100% employer match about $105,639 at 4% or $70,426 at 6%.
2020147$4,106,978$241,908$5,147iApproximate average salary by contribution assumption: employee only about $128,674 at 4% or $85,783 at 6%; with 50% employer match about $85,783 at 4% or $57,189 at 6%; with 100% employer match about $64,337 at 4% or $42,891 at 6%.
Wagner & Zwerman LLP 401(K) Profit Sharing Plan Sharing Plan-47$4,106,978$241,908$5,147iApproximate average salary by contribution assumption: employee only about $128,674 at 4% or $85,783 at 6%; with 50% employer match about $85,783 at 4% or $57,189 at 6%; with 100% employer match about $64,337 at 4% or $42,891 at 6%.
2019144$3,695,201$239,619$5,446iApproximate average salary by contribution assumption: employee only about $136,147 at 4% or $90,765 at 6%; with 50% employer match about $90,765 at 4% or $60,510 at 6%; with 100% employer match about $68,074 at 4% or $45,382 at 6%.
Wagner & Zwerman LLP 401(K) Profit Sharing Plan Sharing Plan-44$3,695,201$239,619$5,446iApproximate average salary by contribution assumption: employee only about $136,147 at 4% or $90,765 at 6%; with 50% employer match about $90,765 at 4% or $60,510 at 6%; with 100% employer match about $68,074 at 4% or $45,382 at 6%.
2018149$3,115,467$585,331$11,946iApproximate average salary by contribution assumption: employee only about $298,638 at 4% or $199,092 at 6%; with 50% employer match about $199,092 at 4% or $132,728 at 6%; with 100% employer match about $149,319 at 4% or $99,546 at 6%.
Wagner & Zwerman LLP 401(K) Profit Sharing Plan Sharing Plan-49$3,115,467$585,331$11,946iApproximate average salary by contribution assumption: employee only about $298,638 at 4% or $199,092 at 6%; with 50% employer match about $199,092 at 4% or $132,728 at 6%; with 100% employer match about $149,319 at 4% or $99,546 at 6%.
2017150$3,130,153$298,811$5,976iApproximate average salary by contribution assumption: employee only about $149,406 at 4% or $99,604 at 6%; with 50% employer match about $99,604 at 4% or $66,402 at 6%; with 100% employer match about $74,703 at 4% or $49,802 at 6%.
Wagner & Zwerman LLP 401(K) Profit Sharing Plan Sharing Plan-50$3,130,153$298,811$5,976iApproximate average salary by contribution assumption: employee only about $149,406 at 4% or $99,604 at 6%; with 50% employer match about $99,604 at 4% or $66,402 at 6%; with 100% employer match about $74,703 at 4% or $49,802 at 6%.
2016136$2,523,926$207,933$5,776iApproximate average salary by contribution assumption: employee only about $144,398 at 4% or $96,265 at 6%; with 50% employer match about $96,265 at 4% or $64,177 at 6%; with 100% employer match about $72,199 at 4% or $48,133 at 6%.
Wagner & Zwerman LLP 401(K) Profit Sharing Plan Sharing Plan-36$2,523,926$207,933$5,776iApproximate average salary by contribution assumption: employee only about $144,398 at 4% or $96,265 at 6%; with 50% employer match about $96,265 at 4% or $64,177 at 6%; with 100% employer match about $72,199 at 4% or $48,133 at 6%.
2015135$2,129,378$194,016$5,543iApproximate average salary by contribution assumption: employee only about $138,583 at 4% or $92,389 at 6%; with 50% employer match about $92,389 at 4% or $61,592 at 6%; with 100% employer match about $69,291 at 4% or $46,194 at 6%.
Wagner & Zwerman LLP 401(K) Profit Sharing Plan Sharing Plan-35$2,129,378$194,016$5,543iApproximate average salary by contribution assumption: employee only about $138,583 at 4% or $92,389 at 6%; with 50% employer match about $92,389 at 4% or $61,592 at 6%; with 100% employer match about $69,291 at 4% or $46,194 at 6%.
2014128$1,972,863$168,551$6,020iApproximate average salary by contribution assumption: employee only about $150,492 at 4% or $100,328 at 6%; with 50% employer match about $100,328 at 4% or $66,885 at 6%; with 100% employer match about $75,246 at 4% or $50,164 at 6%.
Wagner & Zwerman LLP 401(K) Profit Sharing Plan Sharing Plan-28$1,972,863$168,551$6,020iApproximate average salary by contribution assumption: employee only about $150,492 at 4% or $100,328 at 6%; with 50% employer match about $100,328 at 4% or $66,885 at 6%; with 100% employer match about $75,246 at 4% or $50,164 at 6%.
2013132$3,045,262$184,781$5,774iApproximate average salary by contribution assumption: employee only about $144,360 at 4% or $96,240 at 6%; with 50% employer match about $96,240 at 4% or $64,160 at 6%; with 100% employer match about $72,180 at 4% or $48,120 at 6%.
Wagner & Zwerman LLP 401(K) Profit Sharing Plan Sharing Plan-32$3,045,262$184,781$5,774iApproximate average salary by contribution assumption: employee only about $144,360 at 4% or $96,240 at 6%; with 50% employer match about $96,240 at 4% or $64,160 at 6%; with 100% employer match about $72,180 at 4% or $48,120 at 6%.
2012132$2,647,136$197,465$6,171iApproximate average salary by contribution assumption: employee only about $154,270 at 4% or $102,846 at 6%; with 50% employer match about $102,846 at 4% or $68,564 at 6%; with 100% employer match about $77,135 at 4% or $51,423 at 6%.
Wagner & Zwerman LLP 401(K) Profit Sharing Plan Sharing Plan-32$2,647,136$197,465$6,171iApproximate average salary by contribution assumption: employee only about $154,270 at 4% or $102,846 at 6%; with 50% employer match about $102,846 at 4% or $68,564 at 6%; with 100% employer match about $77,135 at 4% or $51,423 at 6%.
2011128$2,211,094$177,433$6,337iApproximate average salary by contribution assumption: employee only about $158,422 at 4% or $105,615 at 6%; with 50% employer match about $105,615 at 4% or $70,410 at 6%; with 100% employer match about $79,211 at 4% or $52,807 at 6%.
Wagner & Zwerman LLP 401(K) Profit Sharing Plan Sharing Plan-28$2,211,094$177,433$6,337iApproximate average salary by contribution assumption: employee only about $158,422 at 4% or $105,615 at 6%; with 50% employer match about $105,615 at 4% or $70,410 at 6%; with 100% employer match about $79,211 at 4% or $52,807 at 6%.
2010130$2,019,743$197,564$6,585iApproximate average salary by contribution assumption: employee only about $164,637 at 4% or $109,758 at 6%; with 50% employer match about $109,758 at 4% or $73,172 at 6%; with 100% employer match about $82,318 at 4% or $54,879 at 6%.
Wagner & Zwerman LLP 401(K) Profit Sharing Plan Sharing Plan-30$2,019,743$197,564$6,585iApproximate average salary by contribution assumption: employee only about $164,637 at 4% or $109,758 at 6%; with 50% employer match about $109,758 at 4% or $73,172 at 6%; with 100% employer match about $82,318 at 4% or $54,879 at 6%.
2009128$1,663,178$218,132$7,790iApproximate average salary by contribution assumption: employee only about $194,761 at 4% or $129,840 at 6%; with 50% employer match about $129,840 at 4% or $86,560 at 6%; with 100% employer match about $97,380 at 4% or $64,920 at 6%.
Wagner & Zwerman LLP 401(K) Profit Sharing Plan Sharing Plan-28$1,663,178$218,132$7,790iApproximate average salary by contribution assumption: employee only about $194,761 at 4% or $129,840 at 6%; with 50% employer match about $129,840 at 4% or $86,560 at 6%; with 100% employer match about $97,380 at 4% or $64,920 at 6%.