Weltman & Moskowitz LLP
Plan context: Weltman & Moskowitz Profit Sharing Plan
EIN 13-3419960 • Rockville Centre, NY • 29 filings • 5 plans
Current Snapshot
Latest Year
2023
2023 Participants
5
2023 Assets
$3,495,733
2023 Contributions
$99,880
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 |
|---|---|---|---|---|---|
| 2023 | 2 | 0 | $0 | $0 | - |
| WELTMAN & MOSKOWITZ, LLP CASH BALANCE PLAN | - | 0 | $0 | $0 | - |
| Weltman & Moskowitz Profit Sharing Plan | - | 0 | $0 | $0 | - |
| 2022 | 2 | 5 | $3,495,733 | $99,880 | $19,976iApproximate average salary by contribution assumption: employee only about $499,400 at 4% or $332,933 at 6%; with 50% employer match about $332,933 at 4% or $221,956 at 6%; with 100% employer match about $249,700 at 4% or $166,467 at 6%. |
| Weltman & Moskowitz Profit Sharing Plan | - | 5 | $3,320,308 | $47,880 | $9,576iApproximate average salary by contribution assumption: employee only about $239,400 at 4% or $159,600 at 6%; with 50% employer match about $159,600 at 4% or $106,400 at 6%; with 100% employer match about $119,700 at 4% or $79,800 at 6%. |
| WELTMAN & MOSKOWITZ, LLP CASH BALANCE PLAN | - | 4 | $175,425 | $52,000 | $13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%. |
| 2021 | 2 | 5 | $4,079,619 | $110,590 | $22,118iApproximate average salary by contribution assumption: employee only about $552,950 at 4% or $368,633 at 6%; with 50% employer match about $368,633 at 4% or $245,756 at 6%; with 100% employer match about $276,475 at 4% or $184,317 at 6%. |
| Weltman & Moskowitz Profit Sharing Plan | - | 5 | $3,945,455 | $65,866 | $13,173iApproximate average salary by contribution assumption: employee only about $329,330 at 4% or $219,553 at 6%; with 50% employer match about $219,553 at 4% or $146,369 at 6%; with 100% employer match about $164,665 at 4% or $109,777 at 6%. |
| WELTMAN & MOSKOWITZ, LLP CASH BALANCE PLAN | - | 5 | $134,164 | $44,724 | $8,945iApproximate average salary by contribution assumption: employee only about $223,620 at 4% or $149,080 at 6%; with 50% employer match about $149,080 at 4% or $99,387 at 6%; with 100% employer match about $111,810 at 4% or $74,540 at 6%. |
| 2020 | 2 | 6 | $3,553,625 | $259,072 | $43,179iApproximate average salary by contribution assumption: employee only about $1,079,467 at 4% or $719,644 at 6%; with 50% employer match about $719,644 at 4% or $479,763 at 6%; with 100% employer match about $539,733 at 4% or $359,822 at 6%. |
| Weltman & Moskowitz Profit Sharing Plan | - | 6 | $3,467,097 | $172,796 | $28,799iApproximate average salary by contribution assumption: employee only about $719,983 at 4% or $479,989 at 6%; with 50% employer match about $479,989 at 4% or $319,993 at 6%; with 100% employer match about $359,992 at 4% or $239,994 at 6%. |
| WELTMAN & MOSKOWITZ, LLP CASH BALANCE PLAN | - | 5 | $86,528 | $86,276 | $17,255iApproximate average salary by contribution assumption: employee only about $431,380 at 4% or $287,587 at 6%; with 50% employer match about $287,587 at 4% or $191,724 at 6%; with 100% employer match about $215,690 at 4% or $143,793 at 6%. |
| 2019 | 1 | 6 | $2,881,580 | $166,154 | $27,692iApproximate average salary by contribution assumption: employee only about $692,308 at 4% or $461,539 at 6%; with 50% employer match about $461,539 at 4% or $307,693 at 6%; with 100% employer match about $346,154 at 4% or $230,769 at 6%. |
| Weltman & Moskowitz Profit Sharing Plan | - | 6 | $2,881,580 | $166,154 | $27,692iApproximate average salary by contribution assumption: employee only about $692,308 at 4% or $461,539 at 6%; with 50% employer match about $461,539 at 4% or $307,693 at 6%; with 100% employer match about $346,154 at 4% or $230,769 at 6%. |
| 2018 | 1 | 6 | $2,251,349 | $163,170 | $27,195iApproximate average salary by contribution assumption: employee only about $679,875 at 4% or $453,250 at 6%; with 50% employer match about $453,250 at 4% or $302,167 at 6%; with 100% employer match about $339,938 at 4% or $226,625 at 6%. |
| Weltman & Moskowitz Profit Sharing Plan | - | 6 | $2,251,349 | $163,170 | $27,195iApproximate average salary by contribution assumption: employee only about $679,875 at 4% or $453,250 at 6%; with 50% employer match about $453,250 at 4% or $302,167 at 6%; with 100% employer match about $339,938 at 4% or $226,625 at 6%. |
| 2017 | 1 | 5 | $2,227,291 | $159,626 | $31,925iApproximate average salary by contribution assumption: employee only about $798,130 at 4% or $532,087 at 6%; with 50% employer match about $532,087 at 4% or $354,724 at 6%; with 100% employer match about $399,065 at 4% or $266,043 at 6%. |
| Weltman & Moskowitz Profit Sharing Plan | - | 5 | $2,227,291 | $159,626 | $31,925iApproximate average salary by contribution assumption: employee only about $798,130 at 4% or $532,087 at 6%; with 50% employer match about $532,087 at 4% or $354,724 at 6%; with 100% employer match about $399,065 at 4% or $266,043 at 6%. |
| 2016 | 1 | 6 | $1,803,321 | $100,092 | $16,682iApproximate average salary by contribution assumption: employee only about $417,050 at 4% or $278,033 at 6%; with 50% employer match about $278,033 at 4% or $185,356 at 6%; with 100% employer match about $208,525 at 4% or $139,017 at 6%. |
| Weltman & Moskowitz Profit Sharing Plan | - | 6 | $1,803,321 | $100,092 | $16,682iApproximate average salary by contribution assumption: employee only about $417,050 at 4% or $278,033 at 6%; with 50% employer match about $278,033 at 4% or $185,356 at 6%; with 100% employer match about $208,525 at 4% or $139,017 at 6%. |
| 2015 | 1 | 6 | $1,595,472 | $99,222 | $16,537iApproximate average salary by contribution assumption: employee only about $413,425 at 4% or $275,617 at 6%; with 50% employer match about $275,617 at 4% or $183,744 at 6%; with 100% employer match about $206,713 at 4% or $137,808 at 6%. |
| Weltman & Moskowitz Profit Sharing Plan | - | 6 | $1,595,472 | $99,222 | $16,537iApproximate average salary by contribution assumption: employee only about $413,425 at 4% or $275,617 at 6%; with 50% employer match about $275,617 at 4% or $183,744 at 6%; with 100% employer match about $206,713 at 4% or $137,808 at 6%. |
| 2014 | 1 | 7 | $1,522,046 | $94,659 | $13,523iApproximate average salary by contribution assumption: employee only about $338,068 at 4% or $225,379 at 6%; with 50% employer match about $225,379 at 4% or $150,252 at 6%; with 100% employer match about $169,034 at 4% or $112,689 at 6%. |
| Weltman & Moskowitz Profit Sharing Plan | - | 7 | $1,522,046 | $94,659 | $13,523iApproximate average salary by contribution assumption: employee only about $338,068 at 4% or $225,379 at 6%; with 50% employer match about $225,379 at 4% or $150,252 at 6%; with 100% employer match about $169,034 at 4% or $112,689 at 6%. |
| 2013 | 1 | 5 | $1,366,700 | $71,002 | $14,200iApproximate average salary by contribution assumption: employee only about $355,010 at 4% or $236,673 at 6%; with 50% employer match about $236,673 at 4% or $157,782 at 6%; with 100% employer match about $177,505 at 4% or $118,337 at 6%. |
| Weltman & Moskowitz Profit Sharing Plan | - | 5 | $1,366,700 | $71,002 | $14,200iApproximate average salary by contribution assumption: employee only about $355,010 at 4% or $236,673 at 6%; with 50% employer match about $236,673 at 4% or $157,782 at 6%; with 100% employer match about $177,505 at 4% or $118,337 at 6%. |
| 2012 | 1 | 2 | $1,187,314 | $65,000 | $32,500iApproximate average salary by contribution assumption: employee only about $812,500 at 4% or $541,667 at 6%; with 50% employer match about $541,667 at 4% or $361,111 at 6%; with 100% employer match about $406,250 at 4% or $270,833 at 6%. |
| Weltman & Moskowitz Profit Sharing Plan | - | 2 | $1,187,314 | $65,000 | $32,500iApproximate average salary by contribution assumption: employee only about $812,500 at 4% or $541,667 at 6%; with 50% employer match about $541,667 at 4% or $361,111 at 6%; with 100% employer match about $406,250 at 4% or $270,833 at 6%. |
| 2011 | 1 | 2 | $966,360 | $62,532 | $31,266iApproximate average salary by contribution assumption: employee only about $781,650 at 4% or $521,100 at 6%; with 50% employer match about $521,100 at 4% or $347,400 at 6%; with 100% employer match about $390,825 at 4% or $260,550 at 6%. |
| Weltman & Moskowitz Profit Sharing Plan | - | 2 | $966,360 | $62,532 | $31,266iApproximate average salary by contribution assumption: employee only about $781,650 at 4% or $521,100 at 6%; with 50% employer match about $521,100 at 4% or $347,400 at 6%; with 100% employer match about $390,825 at 4% or $260,550 at 6%. |
| 2010 | 1 | 2 | $935,677 | $60,639 | $30,320iApproximate average salary by contribution assumption: employee only about $757,988 at 4% or $505,325 at 6%; with 50% employer match about $505,325 at 4% or $336,883 at 6%; with 100% employer match about $378,994 at 4% or $252,663 at 6%. |
| Weltman & Moskowitz Profit Sharing Plan | - | 2 | $935,677 | $60,639 | $30,320iApproximate average salary by contribution assumption: employee only about $757,988 at 4% or $505,325 at 6%; with 50% employer match about $505,325 at 4% or $336,883 at 6%; with 100% employer match about $378,994 at 4% or $252,663 at 6%. |
| 2009 | 1 | 2 | $794,121 | $59,884 | $29,942iApproximate average salary by contribution assumption: employee only about $748,550 at 4% or $499,033 at 6%; with 50% employer match about $499,033 at 4% or $332,689 at 6%; with 100% employer match about $374,275 at 4% or $249,517 at 6%. |
| Weltman & Moskowitz Profit Sharing Plan | - | 2 | $794,121 | $59,884 | $29,942iApproximate average salary by contribution assumption: employee only about $748,550 at 4% or $499,033 at 6%; with 50% employer match about $499,033 at 4% or $332,689 at 6%; with 100% employer match about $374,275 at 4% or $249,517 at 6%. |
| 2008 | 1 | 2 | $575,679 | $69,188 | $34,594iApproximate average salary by contribution assumption: employee only about $864,850 at 4% or $576,567 at 6%; with 50% employer match about $576,567 at 4% or $384,378 at 6%; with 100% employer match about $432,425 at 4% or $288,283 at 6%. |
| Weltman & Moskowitz Profit Sharing Plan | - | 2 | $575,679 | $69,188 | $34,594iApproximate average salary by contribution assumption: employee only about $864,850 at 4% or $576,567 at 6%; with 50% employer match about $576,567 at 4% or $384,378 at 6%; with 100% employer match about $432,425 at 4% or $288,283 at 6%. |
| 2007 | 1 | 2 | $0 | $0 | - |
| Weltman & Moskowitz Profit Sharing Plan | - | 2 | - | - | - |
| 2006 | 1 | 2 | $700,358 | $44,926 | $22,463iApproximate average salary by contribution assumption: employee only about $561,575 at 4% or $374,383 at 6%; with 50% employer match about $374,383 at 4% or $249,589 at 6%; with 100% employer match about $280,788 at 4% or $187,192 at 6%. |
| Weltman & Moskowitz Profit Sharing Plan | - | 2 | $700,358 | $44,926 | $22,463iApproximate average salary by contribution assumption: employee only about $561,575 at 4% or $374,383 at 6%; with 50% employer match about $374,383 at 4% or $249,589 at 6%; with 100% employer match about $280,788 at 4% or $187,192 at 6%. |
| 2005 | 1 | 3 | $599,331 | $43,275 | $14,425iApproximate average salary by contribution assumption: employee only about $360,625 at 4% or $240,417 at 6%; with 50% employer match about $240,417 at 4% or $160,278 at 6%; with 100% employer match about $180,313 at 4% or $120,208 at 6%. |
| Weltman & Moskowitz Profit Sharing Plan | - | 3 | $599,331 | $43,275 | $14,425iApproximate average salary by contribution assumption: employee only about $360,625 at 4% or $240,417 at 6%; with 50% employer match about $240,417 at 4% or $160,278 at 6%; with 100% employer match about $180,313 at 4% or $120,208 at 6%. |
| 2004 | 1 | 4 | $533,710 | $42,800 | $10,700iApproximate average salary by contribution assumption: employee only about $267,500 at 4% or $178,333 at 6%; with 50% employer match about $178,333 at 4% or $118,889 at 6%; with 100% employer match about $133,750 at 4% or $89,167 at 6%. |
| Weltman & Moskowitz Profit Sharing Plan | - | 4 | $533,710 | $42,800 | $10,700iApproximate average salary by contribution assumption: employee only about $267,500 at 4% or $178,333 at 6%; with 50% employer match about $178,333 at 4% or $118,889 at 6%; with 100% employer match about $133,750 at 4% or $89,167 at 6%. |
| 2003 | 1 | 3 | $443,481 | $40,000 | $13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%. |
| Weltman & Moskowitz Profit Sharing Plan | - | 3 | $443,481 | $40,000 | $13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%. |
| 2002 | 1 | 3 | $321,913 | $28,863 | $9,621iApproximate average salary by contribution assumption: employee only about $240,525 at 4% or $160,350 at 6%; with 50% employer match about $160,350 at 4% or $106,900 at 6%; with 100% employer match about $120,263 at 4% or $80,175 at 6%. |
| Weltman & Moskowitz Profit Sharing Plan | - | 3 | $321,913 | $28,863 | $9,621iApproximate average salary by contribution assumption: employee only about $240,525 at 4% or $160,350 at 6%; with 50% employer match about $160,350 at 4% or $106,900 at 6%; with 100% employer match about $120,263 at 4% or $80,175 at 6%. |
| 2001 | 1 | 2 | $0 | $0 | - |
| Weltman & Moskowitz Profit Sharing Plan | - | 2 | - | - | - |
| 2000 | 1 | 2 | $0 | $0 | - |
| Weltman & Moskowitz Profit Sharing Plan | - | 2 | - | - | - |
| 1999 | 1 | 3 | $522,555 | $15,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| Weltman & Moskowitz Profit Sharing Plan | - | 3 | $522,555 | $15,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |