Adrian Waltzer Assoc. Inc
Plan context: Adrian Waltzer Associates Inc 401K Profit Sharing Plan & Trust
EIN 13-1990438 • 2 filings • 1 plans
Current Snapshot
Latest Year
2007
2007 Participants
3
2007 Assets
$145,022
2007 Contributions
$34,624
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 |
|---|---|---|---|---|---|
| 2007 | 1 | 3 | $145,022 | $34,624 | $11,541iApproximate average salary by contribution assumption: employee only about $288,533 at 4% or $192,356 at 6%; with 50% employer match about $192,356 at 4% or $128,237 at 6%; with 100% employer match about $144,267 at 4% or $96,178 at 6%. |
| Adrian Waltzer Associates Inc 401K Profit Sharing Plan & Trust | - | 3 | $145,022 | $34,624 | $11,541iApproximate average salary by contribution assumption: employee only about $288,533 at 4% or $192,356 at 6%; with 50% employer match about $192,356 at 4% or $128,237 at 6%; with 100% employer match about $144,267 at 4% or $96,178 at 6%. |
| 2005 | 1 | 4 | $59,950 | $27,652 | $6,913iApproximate average salary by contribution assumption: employee only about $172,825 at 4% or $115,217 at 6%; with 50% employer match about $115,217 at 4% or $76,811 at 6%; with 100% employer match about $86,413 at 4% or $57,608 at 6%. |
| Adrian Waltzer Associates Inc 401K Profit Sharing Plan & Trust | - | 4 | $59,950 | $27,652 | $6,913iApproximate average salary by contribution assumption: employee only about $172,825 at 4% or $115,217 at 6%; with 50% employer match about $115,217 at 4% or $76,811 at 6%; with 100% employer match about $86,413 at 4% or $57,608 at 6%. |