Civic Intelligence

Wolfsohn Financial Services I

Plan context: Wolfsohn Financial Services I 401 K Profit Sharing Plan Trust

EIN 11-3120944 • East Rockaway, NY • 16 filings • 3 plans

9 Walnut RdEast Rockaway, NY 11518-2218
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$1,880,298

2024 Contributions

$114,108

Historical Graphs

Total Assets Over Time

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

$1,880,298$940,149$0201020172024YearValue
$1,880,298Latest year 2024

Participants Over Time

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

1160201020172024YearValue
6Latest 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
202416$1,880,298$114,108$19,018iApproximate average salary by contribution assumption: employee only about $475,450 at 4% or $316,967 at 6%; with 50% employer match about $316,967 at 4% or $211,311 at 6%; with 100% employer match about $237,725 at 4% or $158,483 at 6%.
Wolfsohn Financial Services I 401 K Profit Sharing Plan Trust-6$1,880,298$114,108$19,018iApproximate average salary by contribution assumption: employee only about $475,450 at 4% or $316,967 at 6%; with 50% employer match about $316,967 at 4% or $211,311 at 6%; with 100% employer match about $237,725 at 4% or $158,483 at 6%.
202317$1,561,823$117,295$16,756iApproximate average salary by contribution assumption: employee only about $418,911 at 4% or $279,274 at 6%; with 50% employer match about $279,274 at 4% or $186,183 at 6%; with 100% employer match about $209,455 at 4% or $139,637 at 6%.
Wolfsohn Financial Services I 401 K Profit Sharing Plan Trust-7$1,561,823$117,295$16,756iApproximate average salary by contribution assumption: employee only about $418,911 at 4% or $279,274 at 6%; with 50% employer match about $279,274 at 4% or $186,183 at 6%; with 100% employer match about $209,455 at 4% or $139,637 at 6%.
202217$1,156,522$79,924$11,418iApproximate average salary by contribution assumption: employee only about $285,443 at 4% or $190,295 at 6%; with 50% employer match about $190,295 at 4% or $126,863 at 6%; with 100% employer match about $142,721 at 4% or $95,148 at 6%.
Wolfsohn Financial Services I 401 K Profit Sharing Plan Trust-7$1,156,522$79,924$11,418iApproximate average salary by contribution assumption: employee only about $285,443 at 4% or $190,295 at 6%; with 50% employer match about $190,295 at 4% or $126,863 at 6%; with 100% employer match about $142,721 at 4% or $95,148 at 6%.
202116$1,389,381$92,151$15,359iApproximate average salary by contribution assumption: employee only about $383,963 at 4% or $255,975 at 6%; with 50% employer match about $255,975 at 4% or $170,650 at 6%; with 100% employer match about $191,981 at 4% or $127,988 at 6%.
Wolfsohn Financial Services I 401 K Profit Sharing Plan Trust-6$1,389,381$92,151$15,359iApproximate average salary by contribution assumption: employee only about $383,963 at 4% or $255,975 at 6%; with 50% employer match about $255,975 at 4% or $170,650 at 6%; with 100% employer match about $191,981 at 4% or $127,988 at 6%.
202017$1,185,178$106,541$15,220iApproximate average salary by contribution assumption: employee only about $380,504 at 4% or $253,669 at 6%; with 50% employer match about $253,669 at 4% or $169,113 at 6%; with 100% employer match about $190,252 at 4% or $126,835 at 6%.
Wolfsohn Financial Services I 401 K Profit Sharing Plan Trust-7$1,185,178$106,541$15,220iApproximate average salary by contribution assumption: employee only about $380,504 at 4% or $253,669 at 6%; with 50% employer match about $253,669 at 4% or $169,113 at 6%; with 100% employer match about $190,252 at 4% or $126,835 at 6%.
201917$875,634$59,209$8,458iApproximate average salary by contribution assumption: employee only about $211,461 at 4% or $140,974 at 6%; with 50% employer match about $140,974 at 4% or $93,983 at 6%; with 100% employer match about $105,730 at 4% or $70,487 at 6%.
Wolfsohn Financial Services I 401 K Profit Sharing Plan Trust-7$875,634$59,209$8,458iApproximate average salary by contribution assumption: employee only about $211,461 at 4% or $140,974 at 6%; with 50% employer match about $140,974 at 4% or $93,983 at 6%; with 100% employer match about $105,730 at 4% or $70,487 at 6%.
201817$670,582$76,567$10,938iApproximate average salary by contribution assumption: employee only about $273,454 at 4% or $182,302 at 6%; with 50% employer match about $182,302 at 4% or $121,535 at 6%; with 100% employer match about $136,727 at 4% or $91,151 at 6%.
Wolfsohn Financial Services I 401 K Profit Sharing Plan Trust-7$670,582$76,567$10,938iApproximate average salary by contribution assumption: employee only about $273,454 at 4% or $182,302 at 6%; with 50% employer match about $182,302 at 4% or $121,535 at 6%; with 100% employer match about $136,727 at 4% or $91,151 at 6%.
201717$660,688$69,580$9,940iApproximate average salary by contribution assumption: employee only about $248,500 at 4% or $165,667 at 6%; with 50% employer match about $165,667 at 4% or $110,444 at 6%; with 100% employer match about $124,250 at 4% or $82,833 at 6%.
Wolfsohn Financial Services I 401 K Profit Sharing Plan Trust-7$660,688$69,580$9,940iApproximate average salary by contribution assumption: employee only about $248,500 at 4% or $165,667 at 6%; with 50% employer match about $165,667 at 4% or $110,444 at 6%; with 100% employer match about $124,250 at 4% or $82,833 at 6%.
201616$473,841$99,315$16,553iApproximate average salary by contribution assumption: employee only about $413,813 at 4% or $275,875 at 6%; with 50% employer match about $275,875 at 4% or $183,917 at 6%; with 100% employer match about $206,906 at 4% or $137,938 at 6%.
Wolfsohn Financial Services I 401 K Profit Sharing Plan Trust-6$473,841$99,315$16,553iApproximate average salary by contribution assumption: employee only about $413,813 at 4% or $275,875 at 6%; with 50% employer match about $275,875 at 4% or $183,917 at 6%; with 100% employer match about $206,906 at 4% or $137,938 at 6%.
201517$420,640$64,031$9,147iApproximate average salary by contribution assumption: employee only about $228,682 at 4% or $152,455 at 6%; with 50% employer match about $152,455 at 4% or $101,637 at 6%; with 100% employer match about $114,341 at 4% or $76,227 at 6%.
Wolfsohn Financial Services I 401 K Profit Sharing Plan Trust-7$420,640$64,031$9,147iApproximate average salary by contribution assumption: employee only about $228,682 at 4% or $152,455 at 6%; with 50% employer match about $152,455 at 4% or $101,637 at 6%; with 100% employer match about $114,341 at 4% or $76,227 at 6%.
201417$359,775$65,192$9,313iApproximate average salary by contribution assumption: employee only about $232,829 at 4% or $155,219 at 6%; with 50% employer match about $155,219 at 4% or $103,479 at 6%; with 100% employer match about $116,414 at 4% or $77,610 at 6%.
Wolfsohn Financial Services I 401 K Profit Sharing Plan Trust-7$359,775$65,192$9,313iApproximate average salary by contribution assumption: employee only about $232,829 at 4% or $155,219 at 6%; with 50% employer match about $155,219 at 4% or $103,479 at 6%; with 100% employer match about $116,414 at 4% or $77,610 at 6%.
2013110$306,383$71,471$7,147iApproximate average salary by contribution assumption: employee only about $178,678 at 4% or $119,118 at 6%; with 50% employer match about $119,118 at 4% or $79,412 at 6%; with 100% employer match about $89,339 at 4% or $59,559 at 6%.
Wolfsohn Financial Services I 401 K Profit Sharing Plan Trust-10$306,383$71,471$7,147iApproximate average salary by contribution assumption: employee only about $178,678 at 4% or $119,118 at 6%; with 50% employer match about $119,118 at 4% or $79,412 at 6%; with 100% employer match about $89,339 at 4% or $59,559 at 6%.
2012111$196,580$70,071$6,370iApproximate average salary by contribution assumption: employee only about $159,252 at 4% or $106,168 at 6%; with 50% employer match about $106,168 at 4% or $70,779 at 6%; with 100% employer match about $79,626 at 4% or $53,084 at 6%.
Wolfsohn Financial Services I 401 K Profit Sharing Plan Trust-11$196,580$70,071$6,370iApproximate average salary by contribution assumption: employee only about $159,252 at 4% or $106,168 at 6%; with 50% employer match about $106,168 at 4% or $70,779 at 6%; with 100% employer match about $79,626 at 4% or $53,084 at 6%.
201119$104,133$76,405$8,489iApproximate average salary by contribution assumption: employee only about $212,236 at 4% or $141,491 at 6%; with 50% employer match about $141,491 at 4% or $94,327 at 6%; with 100% employer match about $106,118 at 4% or $70,745 at 6%.
Wolfsohn Financial Services I 401 K Profit Sharing Plan Trust-9$104,133$76,405$8,489iApproximate average salary by contribution assumption: employee only about $212,236 at 4% or $141,491 at 6%; with 50% employer match about $141,491 at 4% or $94,327 at 6%; with 100% employer match about $106,118 at 4% or $70,745 at 6%.
201029$87,222$79,616$8,846iApproximate average salary by contribution assumption: employee only about $221,156 at 4% or $147,437 at 6%; with 50% employer match about $147,437 at 4% or $98,291 at 6%; with 100% employer match about $110,578 at 4% or $73,719 at 6%.
Wolfsohn Financial Services I 401 K Profit Sharing Plan Trust-9$43,611$39,808$4,423iApproximate average salary by contribution assumption: employee only about $110,578 at 4% or $73,719 at 6%; with 50% employer match about $73,719 at 4% or $49,146 at 6%; with 100% employer match about $55,289 at 4% or $36,859 at 6%.
Wolfsohn Financial Services I 401 K Profit Sharing Plan Trust-9$43,611$39,808$4,423iApproximate average salary by contribution assumption: employee only about $110,578 at 4% or $73,719 at 6%; with 50% employer match about $73,719 at 4% or $49,146 at 6%; with 100% employer match about $55,289 at 4% or $36,859 at 6%.