Civic Intelligence

Wertheim Bros. Inc.

Plan context: Wertheim Bros. Inc Profit Sharing Plan

EIN 13-2922396 • 10 filings • 2 plans

Current Snapshot

Latest Year

2008

2008 Participants

1

2008 Assets

$962,106

2008 Contributions

$52,813

Historical Graphs

Total Assets Over Time

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

$1,381,101$690,551$0199920042008YearValue
$962,106Latest year 2008

Participants Over Time

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

320199920042008YearValue
1Latest year 2008

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
200811$962,106$0-
Wertheim Bros. Inc Profit Sharing Plan-1$962,106--
200711$1,381,101$52,813$52,813iApproximate average salary by contribution assumption: employee only about $1,320,325 at 4% or $880,217 at 6%; with 50% employer match about $880,217 at 4% or $586,811 at 6%; with 100% employer match about $660,163 at 4% or $440,108 at 6%.
Wertheim Bros. Inc Profit Sharing Plan-1$1,381,101$52,813$52,813iApproximate average salary by contribution assumption: employee only about $1,320,325 at 4% or $880,217 at 6%; with 50% employer match about $880,217 at 4% or $586,811 at 6%; with 100% employer match about $660,163 at 4% or $440,108 at 6%.
200612$1,281,442$52,853$26,427iApproximate average salary by contribution assumption: employee only about $660,663 at 4% or $440,442 at 6%; with 50% employer match about $440,442 at 4% or $293,628 at 6%; with 100% employer match about $330,331 at 4% or $220,221 at 6%.
Wertheim Bros. Inc Profit Sharing Plan-2$1,281,442$52,853$26,427iApproximate average salary by contribution assumption: employee only about $660,663 at 4% or $440,442 at 6%; with 50% employer match about $440,442 at 4% or $293,628 at 6%; with 100% employer match about $330,331 at 4% or $220,221 at 6%.
200511$1,099,730$42,000$42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%.
Wertheim Bros. Inc Profit Sharing Plan-1$1,099,730$42,000$42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%.
200412$1,102,578$46,787$23,394iApproximate average salary by contribution assumption: employee only about $584,838 at 4% or $389,892 at 6%; with 50% employer match about $389,892 at 4% or $259,928 at 6%; with 100% employer match about $292,419 at 4% or $194,946 at 6%.
Wertheim Bros. Inc Profit Sharing Plan-2$1,102,578$46,787$23,394iApproximate average salary by contribution assumption: employee only about $584,838 at 4% or $389,892 at 6%; with 50% employer match about $389,892 at 4% or $259,928 at 6%; with 100% employer match about $292,419 at 4% or $194,946 at 6%.
200312$976,471$47,198$23,599iApproximate average salary by contribution assumption: employee only about $589,975 at 4% or $393,317 at 6%; with 50% employer match about $393,317 at 4% or $262,211 at 6%; with 100% employer match about $294,988 at 4% or $196,658 at 6%.
Wertheim Bros. Inc Profit Sharing Plan-2$976,471$47,198$23,599iApproximate average salary by contribution assumption: employee only about $589,975 at 4% or $393,317 at 6%; with 50% employer match about $393,317 at 4% or $262,211 at 6%; with 100% employer match about $294,988 at 4% or $196,658 at 6%.
200212$742,287$50,670$25,335iApproximate average salary by contribution assumption: employee only about $633,375 at 4% or $422,250 at 6%; with 50% employer match about $422,250 at 4% or $281,500 at 6%; with 100% employer match about $316,688 at 4% or $211,125 at 6%.
Wertheim Bros. Inc Profit Sharing Plan-2$742,287$50,670$25,335iApproximate average salary by contribution assumption: employee only about $633,375 at 4% or $422,250 at 6%; with 50% employer match about $422,250 at 4% or $281,500 at 6%; with 100% employer match about $316,688 at 4% or $211,125 at 6%.
200112$878,501$31,740$15,870iApproximate average salary by contribution assumption: employee only about $396,750 at 4% or $264,500 at 6%; with 50% employer match about $264,500 at 4% or $176,333 at 6%; with 100% employer match about $198,375 at 4% or $132,250 at 6%.
Wertheim Bros. Inc Profit Sharing Plan-2$878,501$31,740$15,870iApproximate average salary by contribution assumption: employee only about $396,750 at 4% or $264,500 at 6%; with 50% employer match about $264,500 at 4% or $176,333 at 6%; with 100% employer match about $198,375 at 4% or $132,250 at 6%.
200012$1,034,239$31,196$15,598iApproximate average salary by contribution assumption: employee only about $389,950 at 4% or $259,967 at 6%; with 50% employer match about $259,967 at 4% or $173,311 at 6%; with 100% employer match about $194,975 at 4% or $129,983 at 6%.
Wertheim Bros. Inc Profit Sharing Plan-2$1,034,239$31,196$15,598iApproximate average salary by contribution assumption: employee only about $389,950 at 4% or $259,967 at 6%; with 50% employer match about $259,967 at 4% or $173,311 at 6%; with 100% employer match about $194,975 at 4% or $129,983 at 6%.
199913$1,030,601$30,630$10,210iApproximate average salary by contribution assumption: employee only about $255,250 at 4% or $170,167 at 6%; with 50% employer match about $170,167 at 4% or $113,444 at 6%; with 100% employer match about $127,625 at 4% or $85,083 at 6%.
Wertheim Bros. Inc Profit Sharing Plan-3$1,030,601$30,630$10,210iApproximate average salary by contribution assumption: employee only about $255,250 at 4% or $170,167 at 6%; with 50% employer match about $170,167 at 4% or $113,444 at 6%; with 100% employer match about $127,625 at 4% or $85,083 at 6%.