Civic Intelligence

Jerald D. Werlin, Attorney at Law

Plan context: JERALD D. WERLIN 401(K) PROFIT SHARING PLAN AND TRUST

EIN 11-2973909 • Flushing, NY • 38 filings • 6 plans

43-40 162nd Street - 2nd FloorFlushing, NY 11358
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$1,286,827

2024 Contributions

$98,321

Historical Graphs

Total Assets Over Time

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

$3,989,162$1,994,581$0199920142024YearValue
$1,286,827Latest year 2024

Participants Over Time

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

19100199920132024YearValue
14Latest year 2024

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
2024114$1,286,827$98,321$7,023iApproximate average salary by contribution assumption: employee only about $175,573 at 4% or $117,049 at 6%; with 50% employer match about $117,049 at 4% or $78,033 at 6%; with 100% employer match about $87,787 at 4% or $58,524 at 6%.
JERALD D. WERLIN 401(K) PROFIT SHARING PLAN AND TRUST-14$1,286,827$98,321$7,023iApproximate average salary by contribution assumption: employee only about $175,573 at 4% or $117,049 at 6%; with 50% employer match about $117,049 at 4% or $78,033 at 6%; with 100% employer match about $87,787 at 4% or $58,524 at 6%.
2023216$1,148,606$419,899$26,244iApproximate average salary by contribution assumption: employee only about $656,092 at 4% or $437,395 at 6%; with 50% employer match about $437,395 at 4% or $291,597 at 6%; with 100% employer match about $328,046 at 4% or $218,697 at 6%.
JERALD D. WERLIN 401(K) PROFIT SHARING PLAN AND TRUST-16$1,148,606$419,899$26,244iApproximate average salary by contribution assumption: employee only about $656,092 at 4% or $437,395 at 6%; with 50% employer match about $437,395 at 4% or $291,597 at 6%; with 100% employer match about $328,046 at 4% or $218,697 at 6%.
Jerald D. Werlin Pension Plan-0$0--
2022218$3,380,779$96,555$5,364iApproximate average salary by contribution assumption: employee only about $134,104 at 4% or $89,403 at 6%; with 50% employer match about $89,403 at 4% or $59,602 at 6%; with 100% employer match about $67,052 at 4% or $44,701 at 6%.
Jerald D. Werlin Pension Plan-18$2,675,522--
JERALD D. WERLIN 401(K) PROFIT SHARING PLAN AND TRUST-16$705,257$96,555$6,035iApproximate average salary by contribution assumption: employee only about $150,867 at 4% or $100,578 at 6%; with 50% employer match about $100,578 at 4% or $67,052 at 6%; with 100% employer match about $75,434 at 4% or $50,289 at 6%.
2021218$3,989,162$352,200$19,567iApproximate average salary by contribution assumption: employee only about $489,167 at 4% or $326,111 at 6%; with 50% employer match about $326,111 at 4% or $217,407 at 6%; with 100% employer match about $244,583 at 4% or $163,056 at 6%.
Jerald D. Werlin Pension Plan-18$3,281,494$300,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
JERALD D. WERLIN 401(K) PROFIT SHARING PLAN AND TRUST-15$707,668$52,200$3,480iApproximate average salary by contribution assumption: employee only about $87,000 at 4% or $58,000 at 6%; with 50% employer match about $58,000 at 4% or $38,667 at 6%; with 100% employer match about $43,500 at 4% or $29,000 at 6%.
2020219$3,616,860$78,763$4,145iApproximate average salary by contribution assumption: employee only about $103,636 at 4% or $69,090 at 6%; with 50% employer match about $69,090 at 4% or $46,060 at 6%; with 100% employer match about $51,818 at 4% or $34,545 at 6%.
Jerald D. Werlin Pension Plan-19$2,989,043--
JERALD D. WERLIN 401(K) PROFIT SHARING PLAN AND TRUST-14$627,817$78,763$5,626iApproximate average salary by contribution assumption: employee only about $140,648 at 4% or $93,765 at 6%; with 50% employer match about $93,765 at 4% or $62,510 at 6%; with 100% employer match about $70,324 at 4% or $46,883 at 6%.
2019219$3,365,040$78,166$4,114iApproximate average salary by contribution assumption: employee only about $102,850 at 4% or $68,567 at 6%; with 50% employer match about $68,567 at 4% or $45,711 at 6%; with 100% employer match about $51,425 at 4% or $34,283 at 6%.
Jerald D. Werlin Pension Plan-19$2,856,603--
JERALD D. WERLIN 401(K) PROFIT SHARING PLAN AND TRUST-10$508,437$78,166$7,817iApproximate average salary by contribution assumption: employee only about $195,415 at 4% or $130,277 at 6%; with 50% employer match about $130,277 at 4% or $86,851 at 6%; with 100% employer match about $97,708 at 4% or $65,138 at 6%.
2018217$3,159,967$77,524$4,560iApproximate average salary by contribution assumption: employee only about $114,006 at 4% or $76,004 at 6%; with 50% employer match about $76,004 at 4% or $50,669 at 6%; with 100% employer match about $57,003 at 4% or $38,002 at 6%.
Jerald D. Werlin Pension Plan-17$2,770,954--
JERALD D. WERLIN 401(K) PLAN AND TRUST-13$389,013$77,524$5,963iApproximate average salary by contribution assumption: employee only about $149,085 at 4% or $99,390 at 6%; with 50% employer match about $99,390 at 4% or $66,260 at 6%; with 100% employer match about $74,542 at 4% or $49,695 at 6%.
2017217$3,777,466$76,395$4,494iApproximate average salary by contribution assumption: employee only about $112,346 at 4% or $74,897 at 6%; with 50% employer match about $74,897 at 4% or $49,931 at 6%; with 100% employer match about $56,173 at 4% or $37,449 at 6%.
Jerald D. Werlin Pension Plan-17$3,438,928$0-
JERALD D. WERLIN 401(K) PROFIT SHARING PLAN AND TRUST-11$338,538$76,395$6,945iApproximate average salary by contribution assumption: employee only about $173,625 at 4% or $115,750 at 6%; with 50% employer match about $115,750 at 4% or $77,167 at 6%; with 100% employer match about $86,813 at 4% or $57,875 at 6%.
2016214$3,203,431$65,319$4,666iApproximate average salary by contribution assumption: employee only about $116,641 at 4% or $77,761 at 6%; with 50% employer match about $77,761 at 4% or $51,840 at 6%; with 100% employer match about $58,321 at 4% or $38,880 at 6%.
Jerald D. Werlin Pension Plan-14$2,960,370$0-
JERALD D. WERLIN 401(K) PROFIT SHARING PLAN AND TRUST-8$243,061$65,319$8,165iApproximate average salary by contribution assumption: employee only about $204,122 at 4% or $136,081 at 6%; with 50% employer match about $136,081 at 4% or $90,721 at 6%; with 100% employer match about $102,061 at 4% or $68,041 at 6%.
2015114$2,955,978$0-
Jerald D. Werlin Pension Plan-14$2,955,978$0-
2014215$3,124,869$166,008$11,067iApproximate average salary by contribution assumption: employee only about $276,680 at 4% or $184,453 at 6%; with 50% employer match about $184,453 at 4% or $122,969 at 6%; with 100% employer match about $138,340 at 4% or $92,227 at 6%.
Jerald D. Werlin Pension Plan-15$3,052,174$127,536$8,502iApproximate average salary by contribution assumption: employee only about $212,560 at 4% or $141,707 at 6%; with 50% employer match about $141,707 at 4% or $94,471 at 6%; with 100% employer match about $106,280 at 4% or $70,853 at 6%.
JERALD D. WERLIN 401(K) PROFIT SHARING PLAN AND TRUST-8$72,695$38,472$4,809iApproximate average salary by contribution assumption: employee only about $120,225 at 4% or $80,150 at 6%; with 50% employer match about $80,150 at 4% or $53,433 at 6%; with 100% employer match about $60,113 at 4% or $40,075 at 6%.
2013216$2,954,134$346,724$21,670iApproximate average salary by contribution assumption: employee only about $541,756 at 4% or $361,171 at 6%; with 50% employer match about $361,171 at 4% or $240,781 at 6%; with 100% employer match about $270,878 at 4% or $180,585 at 6%.
Jerald D. Werlin Pension Plan-16$2,919,910$312,500$19,531iApproximate average salary by contribution assumption: employee only about $488,281 at 4% or $325,521 at 6%; with 50% employer match about $325,521 at 4% or $217,014 at 6%; with 100% employer match about $244,141 at 4% or $162,760 at 6%.
JERALD D. WERLIN 401(K) PROFIT SHARING PLAN AND TRUST-8$34,224$34,224$4,278iApproximate average salary by contribution assumption: employee only about $106,950 at 4% or $71,300 at 6%; with 50% employer match about $71,300 at 4% or $47,533 at 6%; with 100% employer match about $53,475 at 4% or $35,650 at 6%.
2012115$2,124,677$300,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Jerald D. Werlin Pension Plan-15$2,124,677$300,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
2011114$1,748,938$500,000$35,714iApproximate average salary by contribution assumption: employee only about $892,857 at 4% or $595,238 at 6%; with 50% employer match about $595,238 at 4% or $396,825 at 6%; with 100% employer match about $446,429 at 4% or $297,619 at 6%.
Jerald D. Werlin Pension Plan-14$1,748,938$500,000$35,714iApproximate average salary by contribution assumption: employee only about $892,857 at 4% or $595,238 at 6%; with 50% employer match about $595,238 at 4% or $396,825 at 6%; with 100% employer match about $446,429 at 4% or $297,619 at 6%.
2010114$1,722,984$400,000$28,571iApproximate average salary by contribution assumption: employee only about $714,286 at 4% or $476,190 at 6%; with 50% employer match about $476,190 at 4% or $317,460 at 6%; with 100% employer match about $357,143 at 4% or $238,095 at 6%.
Jerald D. Werlin Pension Plan-14$1,722,984$400,000$28,571iApproximate average salary by contribution assumption: employee only about $714,286 at 4% or $476,190 at 6%; with 50% employer match about $476,190 at 4% or $317,460 at 6%; with 100% employer match about $357,143 at 4% or $238,095 at 6%.
200918$1,215,248$300,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
Jerald D. Werlin Pension Plan-8$1,215,248$300,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
200816$0$0-
Jerald D. Werlin Pension Plan-6---
200716$0$0-
Jerald D. Werlin Pension Plan-6---
200627$437,875$226,824$32,403iApproximate average salary by contribution assumption: employee only about $810,086 at 4% or $540,057 at 6%; with 50% employer match about $540,057 at 4% or $360,038 at 6%; with 100% employer match about $405,043 at 4% or $270,029 at 6%.
Jerald D. Werlin Pension Plan-7$437,875$226,824$32,403iApproximate average salary by contribution assumption: employee only about $810,086 at 4% or $540,057 at 6%; with 50% employer match about $540,057 at 4% or $360,038 at 6%; with 100% employer match about $405,043 at 4% or $270,029 at 6%.
JERALD D. WERLIN, ATTORNEY AT LAW PROFIT SHARING PLAN-0---
2005210$749,704$100,287$10,029iApproximate average salary by contribution assumption: employee only about $250,718 at 4% or $167,145 at 6%; with 50% employer match about $167,145 at 4% or $111,430 at 6%; with 100% employer match about $125,359 at 4% or $83,573 at 6%.
JERALD D. WERLIN, ATTORNEY AT LAW PROFIT SHARING PLAN-6$648,524--
Jerald D. Werlin Pension Plan-10$101,180$100,287$10,029iApproximate average salary by contribution assumption: employee only about $250,718 at 4% or $167,145 at 6%; with 50% employer match about $167,145 at 4% or $111,430 at 6%; with 100% employer match about $125,359 at 4% or $83,573 at 6%.
200419$616,576$0-
JERALD D. WERLIN, ATTORNEY AT LAW PROFIT SHARING PLAN-9$616,576--
200327$567,005$53,412$7,630iApproximate average salary by contribution assumption: employee only about $190,757 at 4% or $127,171 at 6%; with 50% employer match about $127,171 at 4% or $84,781 at 6%; with 100% employer match about $95,379 at 4% or $63,586 at 6%.
JERALD D. WERLIN, ATTORNEY AT LAW PROFIT SHARING PLAN-7$567,005$53,412$7,630iApproximate average salary by contribution assumption: employee only about $190,757 at 4% or $127,171 at 6%; with 50% employer match about $127,171 at 4% or $84,781 at 6%; with 100% employer match about $95,379 at 4% or $63,586 at 6%.
Jerald D. Werlin, Attorney at Law Pension Plan-0---
200127$0$0-
Jerald D. Werlin, Attorney at Law Pension Plan-6---
JERALD D. WERLIN, ATTORNEY AT LAW PROFIT SHARING PLAN-7---
199916$365,747$5,651$942iApproximate average salary by contribution assumption: employee only about $23,546 at 4% or $15,697 at 6%; with 50% employer match about $15,697 at 4% or $10,465 at 6%; with 100% employer match about $11,773 at 4% or $7,849 at 6%.
Jerald D. Werlin, Attorney at Law Pension Plan-6$365,747$5,651$942iApproximate average salary by contribution assumption: employee only about $23,546 at 4% or $15,697 at 6%; with 50% employer match about $15,697 at 4% or $10,465 at 6%; with 100% employer match about $11,773 at 4% or $7,849 at 6%.