Civic Intelligence

Wertheimer Fredman Siegelman LLC

Plan context: Wertheimer Fredman & Siegelman 401K Profit Sharing Plan & Trust

EIN 13-2996344 • 1 filings • 1 plans

Current Snapshot

Latest Year

1999

1999 Participants

5

1999 Assets

$84,548

1999 Contributions

$33,496

Historical Graphs

Total Assets Over Time

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

$84,548$42,274$01999YearValue
$84,548Latest year 1999

Participants Over Time

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

5301999YearValue
5Latest year 1999

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
199915$84,548$33,496$6,699iApproximate average salary by contribution assumption: employee only about $167,480 at 4% or $111,653 at 6%; with 50% employer match about $111,653 at 4% or $74,436 at 6%; with 100% employer match about $83,740 at 4% or $55,827 at 6%.
Wertheimer Fredman & Siegelman 401K Profit Sharing Plan & Trust-5$84,548$33,496$6,699iApproximate average salary by contribution assumption: employee only about $167,480 at 4% or $111,653 at 6%; with 50% employer match about $111,653 at 4% or $74,436 at 6%; with 100% employer match about $83,740 at 4% or $55,827 at 6%.