Lawrence B. Wohl Inc.
Plan context: Lawrence B. Wohl Inc. Cash Balance Pension Plan and Trust
EIN 13-1955617 • Port Chester, NY • 38 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
16
2024 Assets
$2,272,022
2024 Contributions
$27,379
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 | 2 | 16 | $2,272,022 | $0 | - |
| Lawrence B. Wohl Inc. Cash Balance Pension Plan and Trust | - | 10 | $1,568,979 | $0 | - |
| LAWRENCE B. WOHL, INC. INCENTIVE SAVINGS TRUST | - | 16 | $703,043 | $0 | - |
| 2023 | 2 | 16 | $1,872,523 | $27,379 | $1,711iApproximate average salary by contribution assumption: employee only about $42,780 at 4% or $28,520 at 6%; with 50% employer match about $28,520 at 4% or $19,013 at 6%; with 100% employer match about $21,390 at 4% or $14,260 at 6%. |
| Lawrence B. Wohl Inc. Cash Balance Pension Plan and Trust | - | 10 | $1,331,028 | $0 | - |
| LAWRENCE B. WOHL, INC. INCENTIVE SAVINGS TRUST | - | 16 | $541,495 | $27,379 | $1,711iApproximate average salary by contribution assumption: employee only about $42,780 at 4% or $28,520 at 6%; with 50% employer match about $28,520 at 4% or $19,013 at 6%; with 100% employer match about $21,390 at 4% or $14,260 at 6%. |
| 2022 | 2 | 15 | $1,456,315 | $48,997 | $3,266iApproximate average salary by contribution assumption: employee only about $81,662 at 4% or $54,441 at 6%; with 50% employer match about $54,441 at 4% or $36,294 at 6%; with 100% employer match about $40,831 at 4% or $27,221 at 6%. |
| Lawrence B. Wohl Inc. Cash Balance Pension Plan and Trust | - | 10 | $1,022,069 | $0 | - |
| LAWRENCE B. WOHL, INC. INCENTIVE SAVINGS TRUST | - | 15 | $434,246 | $48,997 | $3,266iApproximate average salary by contribution assumption: employee only about $81,662 at 4% or $54,441 at 6%; with 50% employer match about $54,441 at 4% or $36,294 at 6%; with 100% employer match about $40,831 at 4% or $27,221 at 6%. |
| 2021 | 2 | 14 | $2,651,706 | $121,754 | $8,697iApproximate average salary by contribution assumption: employee only about $217,418 at 4% or $144,945 at 6%; with 50% employer match about $144,945 at 4% or $96,630 at 6%; with 100% employer match about $108,709 at 4% or $72,473 at 6%. |
| Lawrence B. Wohl Inc. Cash Balance Pension Plan and Trust | - | 9 | $1,327,108 | $75,573 | $8,397iApproximate average salary by contribution assumption: employee only about $209,925 at 4% or $139,950 at 6%; with 50% employer match about $139,950 at 4% or $93,300 at 6%; with 100% employer match about $104,963 at 4% or $69,975 at 6%. |
| LAWRENCE B. WOHL, INC. INCENTIVE SAVINGS TRUST | - | 14 | $1,324,598 | $46,181 | $3,299iApproximate average salary by contribution assumption: employee only about $82,466 at 4% or $54,977 at 6%; with 50% employer match about $54,977 at 4% or $36,652 at 6%; with 100% employer match about $41,233 at 4% or $27,489 at 6%. |
| 2020 | 2 | 11 | $2,472,488 | $445,110 | $40,465iApproximate average salary by contribution assumption: employee only about $1,011,614 at 4% or $674,409 at 6%; with 50% employer match about $674,409 at 4% or $449,606 at 6%; with 100% employer match about $505,807 at 4% or $337,205 at 6%. |
| LAWRENCE B. WOHL, INC. INCENTIVE SAVINGS TRUST | - | 11 | $1,267,386 | $45,110 | $4,101iApproximate average salary by contribution assumption: employee only about $102,523 at 4% or $68,348 at 6%; with 50% employer match about $68,348 at 4% or $45,566 at 6%; with 100% employer match about $51,261 at 4% or $34,174 at 6%. |
| Lawrence B. Wohl Inc. Cash Balance Pension Plan and Trust | - | 7 | $1,205,102 | $400,000 | $57,143iApproximate average salary by contribution assumption: employee only about $1,428,571 at 4% or $952,381 at 6%; with 50% employer match about $952,381 at 4% or $634,921 at 6%; with 100% employer match about $714,286 at 4% or $476,190 at 6%. |
| 2019 | 2 | 11 | $1,759,913 | $125,000 | $11,364iApproximate average salary by contribution assumption: employee only about $284,091 at 4% or $189,394 at 6%; with 50% employer match about $189,394 at 4% or $126,263 at 6%; with 100% employer match about $142,045 at 4% or $94,697 at 6%. |
| LAWRENCE B. WOHL, INC. INCENTIVE SAVINGS TRUST | - | 11 | $960,159 | $45,000 | $4,091iApproximate average salary by contribution assumption: employee only about $102,273 at 4% or $68,182 at 6%; with 50% employer match about $68,182 at 4% or $45,455 at 6%; with 100% employer match about $51,136 at 4% or $34,091 at 6%. |
| Lawrence B. Wohl Inc. Cash Balance Pension Plan and Trust | - | 7 | $799,754 | $80,000 | $11,429iApproximate average salary by contribution assumption: employee only about $285,714 at 4% or $190,476 at 6%; with 50% employer match about $190,476 at 4% or $126,984 at 6%; with 100% employer match about $142,857 at 4% or $95,238 at 6%. |
| 2018 | 2 | 12 | $1,324,724 | $42,799 | $3,567iApproximate average salary by contribution assumption: employee only about $89,165 at 4% or $59,443 at 6%; with 50% employer match about $59,443 at 4% or $39,629 at 6%; with 100% employer match about $44,582 at 4% or $29,722 at 6%. |
| LAWRENCE B. WOHL, INC. INCENTIVE SAVINGS TRUST | - | 12 | $757,224 | $42,799 | $3,567iApproximate average salary by contribution assumption: employee only about $89,165 at 4% or $59,443 at 6%; with 50% employer match about $59,443 at 4% or $39,629 at 6%; with 100% employer match about $44,582 at 4% or $29,722 at 6%. |
| Lawrence B. Wohl Inc. Cash Balance Pension Plan and Trust | - | 7 | $567,500 | $0 | - |
| 2017 | 2 | 12 | $1,474,762 | $44,493 | $3,708iApproximate average salary by contribution assumption: employee only about $92,694 at 4% or $61,796 at 6%; with 50% employer match about $61,796 at 4% or $41,197 at 6%; with 100% employer match about $46,347 at 4% or $30,898 at 6%. |
| LAWRENCE B. WOHL, INC. INCENTIVE SAVINGS TRUST | - | 12 | $857,284 | $44,493 | $3,708iApproximate average salary by contribution assumption: employee only about $92,694 at 4% or $61,796 at 6%; with 50% employer match about $61,796 at 4% or $41,197 at 6%; with 100% employer match about $46,347 at 4% or $30,898 at 6%. |
| Lawrence B. Wohl Inc. Cash Balance Pension Plan and Trust | - | 7 | $617,478 | $0 | - |
| 2016 | 2 | 10 | $1,243,528 | $142,952 | $14,295iApproximate average salary by contribution assumption: employee only about $357,380 at 4% or $238,253 at 6%; with 50% employer match about $238,253 at 4% or $158,836 at 6%; with 100% employer match about $178,690 at 4% or $119,127 at 6%. |
| LAWRENCE B. WOHL, INC. INCENTIVE SAVINGS TRUST | - | 10 | $700,313 | $70,443 | $7,044iApproximate average salary by contribution assumption: employee only about $176,108 at 4% or $117,405 at 6%; with 50% employer match about $117,405 at 4% or $78,270 at 6%; with 100% employer match about $88,054 at 4% or $58,703 at 6%. |
| Lawrence B. Wohl Inc. Cash Balance Pension Plan and Trust | - | 5 | $543,215 | $72,509 | $14,502iApproximate average salary by contribution assumption: employee only about $362,545 at 4% or $241,697 at 6%; with 50% employer match about $241,697 at 4% or $161,131 at 6%; with 100% employer match about $181,273 at 4% or $120,848 at 6%. |
| 2015 | 2 | 10 | $1,032,718 | $145,925 | $14,593iApproximate average salary by contribution assumption: employee only about $364,813 at 4% or $243,208 at 6%; with 50% employer match about $243,208 at 4% or $162,139 at 6%; with 100% employer match about $182,406 at 4% or $121,604 at 6%. |
| LAWRENCE B. WOHL, INC. INCENTIVE SAVINGS TRUST | - | 10 | $592,550 | $70,563 | $7,056iApproximate average salary by contribution assumption: employee only about $176,408 at 4% or $117,605 at 6%; with 50% employer match about $117,605 at 4% or $78,403 at 6%; with 100% employer match about $88,204 at 4% or $58,803 at 6%. |
| Lawrence B. Wohl Inc. Cash Balance Pension Plan and Trust | - | 7 | $440,168 | $75,362 | $10,766iApproximate average salary by contribution assumption: employee only about $269,150 at 4% or $179,433 at 6%; with 50% employer match about $179,433 at 4% or $119,622 at 6%; with 100% employer match about $134,575 at 4% or $89,717 at 6%. |
| 2014 | 2 | 8 | $985,488 | $136,295 | $17,037iApproximate average salary by contribution assumption: employee only about $425,922 at 4% or $283,948 at 6%; with 50% employer match about $283,948 at 4% or $189,299 at 6%; with 100% employer match about $212,961 at 4% or $141,974 at 6%. |
| LAWRENCE B. WOHL, INC. INCENTIVE SAVINGS TRUST | - | 8 | $579,783 | $65,765 | $8,221iApproximate average salary by contribution assumption: employee only about $205,516 at 4% or $137,010 at 6%; with 50% employer match about $137,010 at 4% or $91,340 at 6%; with 100% employer match about $102,758 at 4% or $68,505 at 6%. |
| Lawrence B. Wohl Inc. Cash Balance Pension Plan and Trust | - | 6 | $405,705 | $70,530 | $11,755iApproximate average salary by contribution assumption: employee only about $293,875 at 4% or $195,917 at 6%; with 50% employer match about $195,917 at 4% or $130,611 at 6%; with 100% employer match about $146,938 at 4% or $97,958 at 6%. |
| 2013 | 2 | 7 | $900,541 | $132,932 | $18,990iApproximate average salary by contribution assumption: employee only about $474,757 at 4% or $316,505 at 6%; with 50% employer match about $316,505 at 4% or $211,003 at 6%; with 100% employer match about $237,379 at 4% or $158,252 at 6%. |
| LAWRENCE B. WOHL, INC. INCENTIVE SAVINGS TRUST | - | 7 | $540,501 | $63,138 | $9,020iApproximate average salary by contribution assumption: employee only about $225,493 at 4% or $150,329 at 6%; with 50% employer match about $150,329 at 4% or $100,219 at 6%; with 100% employer match about $112,746 at 4% or $75,164 at 6%. |
| Lawrence B. Wohl Inc. Cash Balance Pension Plan and Trust | - | 6 | $360,040 | $69,794 | $11,632iApproximate average salary by contribution assumption: employee only about $290,808 at 4% or $193,872 at 6%; with 50% employer match about $193,872 at 4% or $129,248 at 6%; with 100% employer match about $145,404 at 4% or $96,936 at 6%. |
| 2012 | 2 | 5 | $681,264 | $121,319 | $24,264iApproximate average salary by contribution assumption: employee only about $606,595 at 4% or $404,397 at 6%; with 50% employer match about $404,397 at 4% or $269,598 at 6%; with 100% employer match about $303,298 at 4% or $202,198 at 6%. |
| LAWRENCE B. WOHL, INC. INCENTIVE SAVINGS TRUST | - | 5 | $405,775 | $60,541 | $12,108iApproximate average salary by contribution assumption: employee only about $302,705 at 4% or $201,803 at 6%; with 50% employer match about $201,803 at 4% or $134,536 at 6%; with 100% employer match about $151,353 at 4% or $100,902 at 6%. |
| Lawrence B. Wohl Inc. Cash Balance Pension Plan and Trust | - | 4 | $275,489 | $60,778 | $15,195iApproximate average salary by contribution assumption: employee only about $379,863 at 4% or $253,242 at 6%; with 50% employer match about $253,242 at 4% or $168,828 at 6%; with 100% employer match about $189,931 at 4% or $126,621 at 6%. |
| 2011 | 2 | 6 | $594,313 | $123,391 | $20,565iApproximate average salary by contribution assumption: employee only about $514,129 at 4% or $342,753 at 6%; with 50% employer match about $342,753 at 4% or $228,502 at 6%; with 100% employer match about $257,065 at 4% or $171,376 at 6%. |
| LAWRENCE B. WOHL, INC. INCENTIVE SAVINGS TRUST | - | 6 | $370,788 | $63,116 | $10,519iApproximate average salary by contribution assumption: employee only about $262,983 at 4% or $175,322 at 6%; with 50% employer match about $175,322 at 4% or $116,881 at 6%; with 100% employer match about $131,492 at 4% or $87,661 at 6%. |
| Lawrence B. Wohl Inc. Cash Balance Pension Plan and Trust | - | 5 | $223,525 | $60,275 | $12,055iApproximate average salary by contribution assumption: employee only about $301,375 at 4% or $200,917 at 6%; with 50% employer match about $200,917 at 4% or $133,944 at 6%; with 100% employer match about $150,688 at 4% or $100,458 at 6%. |
| 2010 | 2 | 6 | $478,804 | $112,424 | $18,737iApproximate average salary by contribution assumption: employee only about $468,433 at 4% or $312,289 at 6%; with 50% employer match about $312,289 at 4% or $208,193 at 6%; with 100% employer match about $234,217 at 4% or $156,144 at 6%. |
| LAWRENCE B. WOHL, INC. INCENTIVE SAVINGS TRUST | - | 6 | $312,600 | $63,898 | $10,650iApproximate average salary by contribution assumption: employee only about $266,242 at 4% or $177,494 at 6%; with 50% employer match about $177,494 at 4% or $118,330 at 6%; with 100% employer match about $133,121 at 4% or $88,747 at 6%. |
| Lawrence B. Wohl Inc. Cash Balance Pension Plan and Trust | - | 5 | $166,204 | $48,526 | $9,705iApproximate average salary by contribution assumption: employee only about $242,630 at 4% or $161,753 at 6%; with 50% employer match about $161,753 at 4% or $107,836 at 6%; with 100% employer match about $121,315 at 4% or $80,877 at 6%. |
| 2009 | 2 | 6 | $359,067 | $112,845 | $18,808iApproximate average salary by contribution assumption: employee only about $470,188 at 4% or $313,458 at 6%; with 50% employer match about $313,458 at 4% or $208,972 at 6%; with 100% employer match about $235,094 at 4% or $156,729 at 6%. |
| LAWRENCE B. WOHL, INC. INCENTIVE SAVINGS TRUST | - | 6 | $246,925 | $64,398 | $10,733iApproximate average salary by contribution assumption: employee only about $268,325 at 4% or $178,883 at 6%; with 50% employer match about $178,883 at 4% or $119,256 at 6%; with 100% employer match about $134,163 at 4% or $89,442 at 6%. |
| Lawrence B. Wohl Inc. Cash Balance Pension Plan and Trust | - | 5 | $112,142 | $48,447 | $9,689iApproximate average salary by contribution assumption: employee only about $242,235 at 4% or $161,490 at 6%; with 50% employer match about $161,490 at 4% or $107,660 at 6%; with 100% employer match about $121,118 at 4% or $80,745 at 6%. |
| 2008 | 2 | 4 | $60,207 | $60,207 | $15,052iApproximate average salary by contribution assumption: employee only about $376,294 at 4% or $250,863 at 6%; with 50% employer match about $250,863 at 4% or $167,242 at 6%; with 100% employer match about $188,147 at 4% or $125,431 at 6%. |
| Lawrence B. Wohl Inc. Cash Balance Pension Plan and Trust | - | 4 | $60,207 | $60,207 | $15,052iApproximate average salary by contribution assumption: employee only about $376,294 at 4% or $250,863 at 6%; with 50% employer match about $250,863 at 4% or $167,242 at 6%; with 100% employer match about $188,147 at 4% or $125,431 at 6%. |
| LAWRENCE B. WOHL, INC. INCENTIVE SAVINGS TRUST | - | 4 | - | - | - |
| 2007 | 1 | 3 | $0 | $0 | - |
| LAWRENCE B. WOHL, INC. INCENTIVE SAVINGS TRUST | - | 3 | - | - | - |
| 2006 | 1 | 4 | $101,190 | $51,358 | $12,840iApproximate average salary by contribution assumption: employee only about $320,988 at 4% or $213,992 at 6%; with 50% employer match about $213,992 at 4% or $142,661 at 6%; with 100% employer match about $160,494 at 4% or $106,996 at 6%. |
| LAWRENCE B. WOHL, INC. INCENTIVE SAVINGS TRUST | - | 4 | $101,190 | $51,358 | $12,840iApproximate average salary by contribution assumption: employee only about $320,988 at 4% or $213,992 at 6%; with 50% employer match about $213,992 at 4% or $142,661 at 6%; with 100% employer match about $160,494 at 4% or $106,996 at 6%. |
| 2005 | 1 | 4 | $49,404 | $49,404 | $12,351iApproximate average salary by contribution assumption: employee only about $308,775 at 4% or $205,850 at 6%; with 50% employer match about $205,850 at 4% or $137,233 at 6%; with 100% employer match about $154,388 at 4% or $102,925 at 6%. |
| LAWRENCE B. WOHL, INC. INCENTIVE SAVINGS TRUST | - | 4 | $49,404 | $49,404 | $12,351iApproximate average salary by contribution assumption: employee only about $308,775 at 4% or $205,850 at 6%; with 50% employer match about $205,850 at 4% or $137,233 at 6%; with 100% employer match about $154,388 at 4% or $102,925 at 6%. |
| 1999 | 1 | 0 | $0 | $0 | - |
| Lawrence B. Wohl Inc. Profit Sharing Trust | - | 0 | - | - | - |