Wagner, Francis, Richman &
Plan context: Wagner, Francis, Richman & Ackerman CPA Profit-Sharing Plan
EIN 11-3061778 • Floral Park, NY • 26 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
39
2024 Assets
$11,137,536
2024 Contributions
$730,087
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 39 | $11,137,536 | $730,087 | $18,720iApproximate average salary by contribution assumption: employee only about $468,004 at 4% or $312,003 at 6%; with 50% employer match about $312,003 at 4% or $208,002 at 6%; with 100% employer match about $234,002 at 4% or $156,001 at 6%. |
| Wagner, Francis, Richman & Ackerman CPA Profit-Sharing Plan | - | 39 | $11,137,536 | $730,087 | $18,720iApproximate average salary by contribution assumption: employee only about $468,004 at 4% or $312,003 at 6%; with 50% employer match about $312,003 at 4% or $208,002 at 6%; with 100% employer match about $234,002 at 4% or $156,001 at 6%. |
| 2023 | 1 | 36 | $9,420,070 | $786,138 | $21,837iApproximate average salary by contribution assumption: employee only about $545,929 at 4% or $363,953 at 6%; with 50% employer match about $363,953 at 4% or $242,635 at 6%; with 100% employer match about $272,965 at 4% or $181,976 at 6%. |
| Wagner, Francis, Richman & Ackerman CPA Profit-Sharing Plan | - | 36 | $9,420,070 | $786,138 | $21,837iApproximate average salary by contribution assumption: employee only about $545,929 at 4% or $363,953 at 6%; with 50% employer match about $363,953 at 4% or $242,635 at 6%; with 100% employer match about $272,965 at 4% or $181,976 at 6%. |
| 2022 | 1 | 31 | $8,706,839 | $598,827 | $19,317iApproximate average salary by contribution assumption: employee only about $482,925 at 4% or $321,950 at 6%; with 50% employer match about $321,950 at 4% or $214,633 at 6%; with 100% employer match about $241,463 at 4% or $160,975 at 6%. |
| Wagner, Francis, Richman & Ackerman CPA Profit-Sharing Plan | - | 31 | $8,706,839 | $598,827 | $19,317iApproximate average salary by contribution assumption: employee only about $482,925 at 4% or $321,950 at 6%; with 50% employer match about $321,950 at 4% or $214,633 at 6%; with 100% employer match about $241,463 at 4% or $160,975 at 6%. |
| 2021 | 1 | 27 | $9,855,650 | $575,132 | $21,301iApproximate average salary by contribution assumption: employee only about $532,530 at 4% or $355,020 at 6%; with 50% employer match about $355,020 at 4% or $236,680 at 6%; with 100% employer match about $266,265 at 4% or $177,510 at 6%. |
| Wagner, Francis, Richman & Ackerman CPA Profit-Sharing Plan | - | 27 | $9,855,650 | $575,132 | $21,301iApproximate average salary by contribution assumption: employee only about $532,530 at 4% or $355,020 at 6%; with 50% employer match about $355,020 at 4% or $236,680 at 6%; with 100% employer match about $266,265 at 4% or $177,510 at 6%. |
| 2020 | 1 | 27 | $8,410,607 | $535,974 | $19,851iApproximate average salary by contribution assumption: employee only about $496,272 at 4% or $330,848 at 6%; with 50% employer match about $330,848 at 4% or $220,565 at 6%; with 100% employer match about $248,136 at 4% or $165,424 at 6%. |
| Wagner, Francis, Richman & Ackerman CPA Profit-Sharing Plan | - | 27 | $8,410,607 | $535,974 | $19,851iApproximate average salary by contribution assumption: employee only about $496,272 at 4% or $330,848 at 6%; with 50% employer match about $330,848 at 4% or $220,565 at 6%; with 100% employer match about $248,136 at 4% or $165,424 at 6%. |
| 2019 | 1 | 27 | $6,921,403 | $504,828 | $18,697iApproximate average salary by contribution assumption: employee only about $467,433 at 4% or $311,622 at 6%; with 50% employer match about $311,622 at 4% or $207,748 at 6%; with 100% employer match about $233,717 at 4% or $155,811 at 6%. |
| Wagner, Francis, Richman & Ackerman CPA Profit-Sharing Plan | - | 27 | $6,921,403 | $504,828 | $18,697iApproximate average salary by contribution assumption: employee only about $467,433 at 4% or $311,622 at 6%; with 50% employer match about $311,622 at 4% or $207,748 at 6%; with 100% employer match about $233,717 at 4% or $155,811 at 6%. |
| 2018 | 1 | 27 | $5,419,819 | $540,439 | $20,016iApproximate average salary by contribution assumption: employee only about $500,406 at 4% or $333,604 at 6%; with 50% employer match about $333,604 at 4% or $222,403 at 6%; with 100% employer match about $250,203 at 4% or $166,802 at 6%. |
| Wagner, Francis, Richman & Ackerman CPA Profit-Sharing Plan | - | 27 | $5,419,819 | $540,439 | $20,016iApproximate average salary by contribution assumption: employee only about $500,406 at 4% or $333,604 at 6%; with 50% employer match about $333,604 at 4% or $222,403 at 6%; with 100% employer match about $250,203 at 4% or $166,802 at 6%. |
| 2017 | 1 | 37 | $6,069,672 | $490,754 | $13,264iApproximate average salary by contribution assumption: employee only about $331,591 at 4% or $221,060 at 6%; with 50% employer match about $221,060 at 4% or $147,374 at 6%; with 100% employer match about $165,795 at 4% or $110,530 at 6%. |
| Wagner, Francis, Richman & Ackerman CPA Profit-Sharing Plan | - | 37 | $6,069,672 | $490,754 | $13,264iApproximate average salary by contribution assumption: employee only about $331,591 at 4% or $221,060 at 6%; with 50% employer match about $221,060 at 4% or $147,374 at 6%; with 100% employer match about $165,795 at 4% or $110,530 at 6%. |
| 2016 | 1 | 33 | $5,188,045 | $478,926 | $14,513iApproximate average salary by contribution assumption: employee only about $362,823 at 4% or $241,882 at 6%; with 50% employer match about $241,882 at 4% or $161,255 at 6%; with 100% employer match about $181,411 at 4% or $120,941 at 6%. |
| Wagner, Francis, Richman & Ackerman CPA Profit-Sharing Plan | - | 33 | $5,188,045 | $478,926 | $14,513iApproximate average salary by contribution assumption: employee only about $362,823 at 4% or $241,882 at 6%; with 50% employer match about $241,882 at 4% or $161,255 at 6%; with 100% employer match about $181,411 at 4% or $120,941 at 6%. |
| 2015 | 1 | 33 | $4,472,652 | $471,132 | $14,277iApproximate average salary by contribution assumption: employee only about $356,918 at 4% or $237,945 at 6%; with 50% employer match about $237,945 at 4% or $158,630 at 6%; with 100% employer match about $178,459 at 4% or $118,973 at 6%. |
| Wagner, Francis, Richman & Ackerman CPA Profit-Sharing Plan | - | 33 | $4,472,652 | $471,132 | $14,277iApproximate average salary by contribution assumption: employee only about $356,918 at 4% or $237,945 at 6%; with 50% employer match about $237,945 at 4% or $158,630 at 6%; with 100% employer match about $178,459 at 4% or $118,973 at 6%. |
| 2014 | 1 | 25 | $4,207,799 | $422,836 | $16,913iApproximate average salary by contribution assumption: employee only about $422,836 at 4% or $281,891 at 6%; with 50% employer match about $281,891 at 4% or $187,927 at 6%; with 100% employer match about $211,418 at 4% or $140,945 at 6%. |
| Wagner, Francis, Richman & Ackerman CPA Profit-Sharing Plan | - | 25 | $4,207,799 | $422,836 | $16,913iApproximate average salary by contribution assumption: employee only about $422,836 at 4% or $281,891 at 6%; with 50% employer match about $281,891 at 4% or $187,927 at 6%; with 100% employer match about $211,418 at 4% or $140,945 at 6%. |
| 2013 | 1 | 28 | $3,576,626 | $442,331 | $15,798iApproximate average salary by contribution assumption: employee only about $394,938 at 4% or $263,292 at 6%; with 50% employer match about $263,292 at 4% or $175,528 at 6%; with 100% employer match about $197,469 at 4% or $131,646 at 6%. |
| Wagner, Francis, Richman & Ackerman CPA Profit-Sharing Plan | - | 28 | $3,576,626 | $442,331 | $15,798iApproximate average salary by contribution assumption: employee only about $394,938 at 4% or $263,292 at 6%; with 50% employer match about $263,292 at 4% or $175,528 at 6%; with 100% employer match about $197,469 at 4% or $131,646 at 6%. |
| 2012 | 1 | 23 | $3,277,160 | $344,867 | $14,994iApproximate average salary by contribution assumption: employee only about $374,855 at 4% or $249,904 at 6%; with 50% employer match about $249,904 at 4% or $166,602 at 6%; with 100% employer match about $187,428 at 4% or $124,952 at 6%. |
| Wagner, Francis, Richman & Ackerman CPA Profit-Sharing Plan | - | 23 | $3,277,160 | $344,867 | $14,994iApproximate average salary by contribution assumption: employee only about $374,855 at 4% or $249,904 at 6%; with 50% employer match about $249,904 at 4% or $166,602 at 6%; with 100% employer match about $187,428 at 4% or $124,952 at 6%. |
| 2011 | 1 | 25 | $3,681,635 | $338,637 | $13,545iApproximate average salary by contribution assumption: employee only about $338,637 at 4% or $225,758 at 6%; with 50% employer match about $225,758 at 4% or $150,505 at 6%; with 100% employer match about $169,319 at 4% or $112,879 at 6%. |
| Wagner, Francis, Richman & Ackerman CPA Profit-Sharing Plan | - | 25 | $3,681,635 | $338,637 | $13,545iApproximate average salary by contribution assumption: employee only about $338,637 at 4% or $225,758 at 6%; with 50% employer match about $225,758 at 4% or $150,505 at 6%; with 100% employer match about $169,319 at 4% or $112,879 at 6%. |
| 2010 | 1 | 21 | $3,427,739 | $287,759 | $13,703iApproximate average salary by contribution assumption: employee only about $342,570 at 4% or $228,380 at 6%; with 50% employer match about $228,380 at 4% or $152,253 at 6%; with 100% employer match about $171,285 at 4% or $114,190 at 6%. |
| Wagner, Francis, Richman & Ackerman CPA Profit-Sharing Plan | - | 21 | $3,427,739 | $287,759 | $13,703iApproximate average salary by contribution assumption: employee only about $342,570 at 4% or $228,380 at 6%; with 50% employer match about $228,380 at 4% or $152,253 at 6%; with 100% employer match about $171,285 at 4% or $114,190 at 6%. |
| 2009 | 1 | 21 | $2,866,284 | $293,743 | $13,988iApproximate average salary by contribution assumption: employee only about $349,694 at 4% or $233,129 at 6%; with 50% employer match about $233,129 at 4% or $155,420 at 6%; with 100% employer match about $174,847 at 4% or $116,565 at 6%. |
| Wagner, Francis, Richman & Ackerman CPA Profit-Sharing Plan | - | 21 | $2,866,284 | $293,743 | $13,988iApproximate average salary by contribution assumption: employee only about $349,694 at 4% or $233,129 at 6%; with 50% employer match about $233,129 at 4% or $155,420 at 6%; with 100% employer match about $174,847 at 4% or $116,565 at 6%. |
| 2008 | 1 | 14 | $2,158,317 | $198,757 | $14,197iApproximate average salary by contribution assumption: employee only about $354,923 at 4% or $236,615 at 6%; with 50% employer match about $236,615 at 4% or $157,744 at 6%; with 100% employer match about $177,462 at 4% or $118,308 at 6%. |
| Wagner, Francis, Richman & Ackerman CPA Profit-Sharing Plan | - | 14 | $2,158,317 | $198,757 | $14,197iApproximate average salary by contribution assumption: employee only about $354,923 at 4% or $236,615 at 6%; with 50% employer match about $236,615 at 4% or $157,744 at 6%; with 100% employer match about $177,462 at 4% or $118,308 at 6%. |
| 2007 | 1 | 13 | $0 | $0 | - |
| Wagner, Francis, Richman & Ackerman CPA Profit-Sharing Plan | - | 13 | - | - | - |
| 2006 | 1 | 13 | $2,270,300 | $164,063 | $12,620iApproximate average salary by contribution assumption: employee only about $315,506 at 4% or $210,337 at 6%; with 50% employer match about $210,337 at 4% or $140,225 at 6%; with 100% employer match about $157,753 at 4% or $105,169 at 6%. |
| Wagner, Francis, Richman & Ackerman CPA Profit-Sharing Plan | - | 13 | $2,270,300 | $164,063 | $12,620iApproximate average salary by contribution assumption: employee only about $315,506 at 4% or $210,337 at 6%; with 50% employer match about $210,337 at 4% or $140,225 at 6%; with 100% employer match about $157,753 at 4% or $105,169 at 6%. |
| 2005 | 1 | 14 | $1,936,650 | $142,549 | $10,182iApproximate average salary by contribution assumption: employee only about $254,552 at 4% or $169,701 at 6%; with 50% employer match about $169,701 at 4% or $113,134 at 6%; with 100% employer match about $127,276 at 4% or $84,851 at 6%. |
| Wagner, Francis, Richman & Ackerman CPA Profit-Sharing Plan | - | 14 | $1,936,650 | $142,549 | $10,182iApproximate average salary by contribution assumption: employee only about $254,552 at 4% or $169,701 at 6%; with 50% employer match about $169,701 at 4% or $113,134 at 6%; with 100% employer match about $127,276 at 4% or $84,851 at 6%. |
| 2004 | 1 | 15 | $1,706,399 | $136,427 | $9,095iApproximate average salary by contribution assumption: employee only about $227,378 at 4% or $151,586 at 6%; with 50% employer match about $151,586 at 4% or $101,057 at 6%; with 100% employer match about $113,689 at 4% or $75,793 at 6%. |
| Wagner, Francis, Richman & Ackerman CPA Profit-Sharing Plan | - | 15 | $1,706,399 | $136,427 | $9,095iApproximate average salary by contribution assumption: employee only about $227,378 at 4% or $151,586 at 6%; with 50% employer match about $151,586 at 4% or $101,057 at 6%; with 100% employer match about $113,689 at 4% or $75,793 at 6%. |
| 2003 | 1 | 15 | $1,443,298 | $125,838 | $8,389iApproximate average salary by contribution assumption: employee only about $209,730 at 4% or $139,820 at 6%; with 50% employer match about $139,820 at 4% or $93,213 at 6%; with 100% employer match about $104,865 at 4% or $69,910 at 6%. |
| Wagner, Francis, Richman & Ackerman CPA Profit-Sharing Plan | - | 15 | $1,443,298 | $125,838 | $8,389iApproximate average salary by contribution assumption: employee only about $209,730 at 4% or $139,820 at 6%; with 50% employer match about $139,820 at 4% or $93,213 at 6%; with 100% employer match about $104,865 at 4% or $69,910 at 6%. |
| 2002 | 1 | 12 | $1,163,466 | $117,200 | $9,767iApproximate average salary by contribution assumption: employee only about $244,167 at 4% or $162,778 at 6%; with 50% employer match about $162,778 at 4% or $108,519 at 6%; with 100% employer match about $122,083 at 4% or $81,389 at 6%. |
| Wagner, Francis, Richman & Ackerman CPA Profit-Sharing Plan | - | 12 | $1,163,466 | $117,200 | $9,767iApproximate average salary by contribution assumption: employee only about $244,167 at 4% or $162,778 at 6%; with 50% employer match about $162,778 at 4% or $108,519 at 6%; with 100% employer match about $122,083 at 4% or $81,389 at 6%. |
| 2001 | 1 | 12 | $0 | $0 | - |
| Wagner, Francis, Richman & Ackerman CPA Profit-Sharing Plan | - | 12 | - | - | - |
| 2000 | 1 | 14 | $0 | $0 | - |
| Wagner, Francis, Richman & Ackerman CPA Profit-Sharing Plan | - | 14 | - | - | - |
| 1999 | 1 | 0 | $1,139,257 | $101,137 | - |
| Wagner, Francis, Richman & Ackerman CPA Profit-Sharing Plan | - | 0 | $1,139,257 | $101,137 | - |