Wormser, Kiely, Galef & Jacobs
Plan context: Wormser, Kiely, Galef & Jacobs 401K Profit Sharing Plan
EIN 13-3517628 • New York, NY • 20 filings • 2 plans
Current Snapshot
Latest Year
2018
2018 Participants
2
2018 Assets
$4,182,478
2018 Contributions
$34,200
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 2 | $4,182,478 | $34,200 | $17,100iApproximate average salary by contribution assumption: employee only about $427,500 at 4% or $285,000 at 6%; with 50% employer match about $285,000 at 4% or $190,000 at 6%; with 100% employer match about $213,750 at 4% or $142,500 at 6%. |
| Wormser, Kiely, Galef & Jacobs 401K Profit Sharing Plan | - | 2 | $4,182,478 | $34,200 | $17,100iApproximate average salary by contribution assumption: employee only about $427,500 at 4% or $285,000 at 6%; with 50% employer match about $285,000 at 4% or $190,000 at 6%; with 100% employer match about $213,750 at 4% or $142,500 at 6%. |
| 2017 | 1 | 6 | $6,309,319 | $682,894 | $113,816iApproximate average salary by contribution assumption: employee only about $2,845,392 at 4% or $1,896,928 at 6%; with 50% employer match about $1,896,928 at 4% or $1,264,619 at 6%; with 100% employer match about $1,422,696 at 4% or $948,464 at 6%. |
| Wormser, Kiely, Galef & Jacobs 401K Profit Sharing Plan | - | 6 | $6,309,319 | $682,894 | $113,816iApproximate average salary by contribution assumption: employee only about $2,845,392 at 4% or $1,896,928 at 6%; with 50% employer match about $1,896,928 at 4% or $1,264,619 at 6%; with 100% employer match about $1,422,696 at 4% or $948,464 at 6%. |
| 2016 | 1 | 47 | $12,856,456 | $863,525 | $18,373iApproximate average salary by contribution assumption: employee only about $459,322 at 4% or $306,215 at 6%; with 50% employer match about $306,215 at 4% or $204,143 at 6%; with 100% employer match about $229,661 at 4% or $153,107 at 6%. |
| Wormser, Kiely, Galef & Jacobs 401K Profit Sharing Plan | - | 47 | $12,856,456 | $863,525 | $18,373iApproximate average salary by contribution assumption: employee only about $459,322 at 4% or $306,215 at 6%; with 50% employer match about $306,215 at 4% or $204,143 at 6%; with 100% employer match about $229,661 at 4% or $153,107 at 6%. |
| 2015 | 1 | 51 | $12,471,830 | $905,782 | $17,760iApproximate average salary by contribution assumption: employee only about $444,011 at 4% or $296,007 at 6%; with 50% employer match about $296,007 at 4% or $197,338 at 6%; with 100% employer match about $222,005 at 4% or $148,004 at 6%. |
| Wormser, Kiely, Galef & Jacobs 401K Profit Sharing Plan | - | 51 | $12,471,830 | $905,782 | $17,760iApproximate average salary by contribution assumption: employee only about $444,011 at 4% or $296,007 at 6%; with 50% employer match about $296,007 at 4% or $197,338 at 6%; with 100% employer match about $222,005 at 4% or $148,004 at 6%. |
| 2014 | 1 | 54 | $12,388,388 | $901,297 | $16,691iApproximate average salary by contribution assumption: employee only about $417,267 at 4% or $278,178 at 6%; with 50% employer match about $278,178 at 4% or $185,452 at 6%; with 100% employer match about $208,634 at 4% or $139,089 at 6%. |
| Wormser, Kiely, Galef & Jacobs 401K Profit Sharing Plan | - | 54 | $12,388,388 | $901,297 | $16,691iApproximate average salary by contribution assumption: employee only about $417,267 at 4% or $278,178 at 6%; with 50% employer match about $278,178 at 4% or $185,452 at 6%; with 100% employer match about $208,634 at 4% or $139,089 at 6%. |
| 2013 | 1 | 64 | $11,873,879 | $532,278 | $8,317iApproximate average salary by contribution assumption: employee only about $207,921 at 4% or $138,614 at 6%; with 50% employer match about $138,614 at 4% or $92,409 at 6%; with 100% employer match about $103,961 at 4% or $69,307 at 6%. |
| Wormser, Kiely, Galef & Jacobs 401K Profit Sharing Plan | - | 64 | $11,873,879 | $532,278 | $8,317iApproximate average salary by contribution assumption: employee only about $207,921 at 4% or $138,614 at 6%; with 50% employer match about $138,614 at 4% or $92,409 at 6%; with 100% employer match about $103,961 at 4% or $69,307 at 6%. |
| 2012 | 1 | 66 | $10,166,557 | $896,694 | $13,586iApproximate average salary by contribution assumption: employee only about $339,657 at 4% or $226,438 at 6%; with 50% employer match about $226,438 at 4% or $150,959 at 6%; with 100% employer match about $169,828 at 4% or $113,219 at 6%. |
| Wormser, Kiely, Galef & Jacobs 401K Profit Sharing Plan | - | 66 | $10,166,557 | $896,694 | $13,586iApproximate average salary by contribution assumption: employee only about $339,657 at 4% or $226,438 at 6%; with 50% employer match about $226,438 at 4% or $150,959 at 6%; with 100% employer match about $169,828 at 4% or $113,219 at 6%. |
| 2011 | 1 | 58 | $8,625,226 | $805,173 | $13,882iApproximate average salary by contribution assumption: employee only about $347,057 at 4% or $231,372 at 6%; with 50% employer match about $231,372 at 4% or $154,248 at 6%; with 100% employer match about $173,529 at 4% or $115,686 at 6%. |
| Wormser, Kiely, Galef & Jacobs 401K Profit Sharing Plan | - | 58 | $8,625,226 | $805,173 | $13,882iApproximate average salary by contribution assumption: employee only about $347,057 at 4% or $231,372 at 6%; with 50% employer match about $231,372 at 4% or $154,248 at 6%; with 100% employer match about $173,529 at 4% or $115,686 at 6%. |
| 2010 | 1 | 60 | $8,426,086 | $678,957 | $11,316iApproximate average salary by contribution assumption: employee only about $282,899 at 4% or $188,599 at 6%; with 50% employer match about $188,599 at 4% or $125,733 at 6%; with 100% employer match about $141,449 at 4% or $94,300 at 6%. |
| Wormser, Kiely, Galef & Jacobs 401K Profit Sharing Plan | - | 60 | $8,426,086 | $678,957 | $11,316iApproximate average salary by contribution assumption: employee only about $282,899 at 4% or $188,599 at 6%; with 50% employer match about $188,599 at 4% or $125,733 at 6%; with 100% employer match about $141,449 at 4% or $94,300 at 6%. |
| 2009 | 1 | 64 | $7,915,940 | $799,373 | $12,490iApproximate average salary by contribution assumption: employee only about $312,255 at 4% or $208,170 at 6%; with 50% employer match about $208,170 at 4% or $138,780 at 6%; with 100% employer match about $156,128 at 4% or $104,085 at 6%. |
| Wormser, Kiely, Galef & Jacobs 401K Profit Sharing Plan | - | 64 | $7,915,940 | $799,373 | $12,490iApproximate average salary by contribution assumption: employee only about $312,255 at 4% or $208,170 at 6%; with 50% employer match about $208,170 at 4% or $138,780 at 6%; with 100% employer match about $156,128 at 4% or $104,085 at 6%. |
| 2008 | 1 | 53 | $8,114,572 | $754,844 | $14,242iApproximate average salary by contribution assumption: employee only about $356,058 at 4% or $237,372 at 6%; with 50% employer match about $237,372 at 4% or $158,248 at 6%; with 100% employer match about $178,029 at 4% or $118,686 at 6%. |
| Wormser, Kiely, Galef & Jacobs 401K Profit Sharing Plan | - | 53 | $8,114,572 | $754,844 | $14,242iApproximate average salary by contribution assumption: employee only about $356,058 at 4% or $237,372 at 6%; with 50% employer match about $237,372 at 4% or $158,248 at 6%; with 100% employer match about $178,029 at 4% or $118,686 at 6%. |
| 2007 | 1 | 55 | $0 | $0 | - |
| Wormser, Kiely, Galef & Jacobs 401K Profit Sharing Plan | - | 55 | - | - | - |
| 2006 | 1 | 59 | $9,966,614 | $781,219 | $13,241iApproximate average salary by contribution assumption: employee only about $331,025 at 4% or $220,683 at 6%; with 50% employer match about $220,683 at 4% or $147,122 at 6%; with 100% employer match about $165,513 at 4% or $110,342 at 6%. |
| Wormser, Kiely, Galef & Jacobs 401K Profit Sharing Plan | - | 59 | $9,966,614 | $781,219 | $13,241iApproximate average salary by contribution assumption: employee only about $331,025 at 4% or $220,683 at 6%; with 50% employer match about $220,683 at 4% or $147,122 at 6%; with 100% employer match about $165,513 at 4% or $110,342 at 6%. |
| 2005 | 1 | 53 | $8,269,829 | $759,384 | $14,328iApproximate average salary by contribution assumption: employee only about $358,200 at 4% or $238,800 at 6%; with 50% employer match about $238,800 at 4% or $159,200 at 6%; with 100% employer match about $179,100 at 4% or $119,400 at 6%. |
| Wormser, Kiely, Galef & Jacobs 401K Profit Sharing Plan | - | 53 | $8,269,829 | $759,384 | $14,328iApproximate average salary by contribution assumption: employee only about $358,200 at 4% or $238,800 at 6%; with 50% employer match about $238,800 at 4% or $159,200 at 6%; with 100% employer match about $179,100 at 4% or $119,400 at 6%. |
| 2004 | 1 | 48 | $7,871,226 | $714,946 | $14,895iApproximate average salary by contribution assumption: employee only about $372,368 at 4% or $248,245 at 6%; with 50% employer match about $248,245 at 4% or $165,497 at 6%; with 100% employer match about $186,184 at 4% or $124,123 at 6%. |
| Wormser, Kiely, Galef & Jacobs 401K Profit Sharing Plan | - | 48 | $7,871,226 | $714,946 | $14,895iApproximate average salary by contribution assumption: employee only about $372,368 at 4% or $248,245 at 6%; with 50% employer match about $248,245 at 4% or $165,497 at 6%; with 100% employer match about $186,184 at 4% or $124,123 at 6%. |
| 2003 | 1 | 52 | $6,955,573 | $727,707 | $13,994iApproximate average salary by contribution assumption: employee only about $349,859 at 4% or $233,239 at 6%; with 50% employer match about $233,239 at 4% or $155,493 at 6%; with 100% employer match about $174,930 at 4% or $116,620 at 6%. |
| Wormser, Kiely, Galef & Jacobs 401K Profit Sharing Plan | - | 52 | $6,955,573 | $727,707 | $13,994iApproximate average salary by contribution assumption: employee only about $349,859 at 4% or $233,239 at 6%; with 50% employer match about $233,239 at 4% or $155,493 at 6%; with 100% employer match about $174,930 at 4% or $116,620 at 6%. |
| 2002 | 1 | 53 | $6,731,043 | $719,622 | $13,578iApproximate average salary by contribution assumption: employee only about $339,444 at 4% or $226,296 at 6%; with 50% employer match about $226,296 at 4% or $150,864 at 6%; with 100% employer match about $169,722 at 4% or $113,148 at 6%. |
| Wormser, Kiely, Galef & Jacobs 401K Profit Sharing Plan | - | 53 | $6,731,043 | $719,622 | $13,578iApproximate average salary by contribution assumption: employee only about $339,444 at 4% or $226,296 at 6%; with 50% employer match about $226,296 at 4% or $150,864 at 6%; with 100% employer match about $169,722 at 4% or $113,148 at 6%. |
| 2001 | 1 | 54 | $7,273,708 | $737,882 | $13,664iApproximate average salary by contribution assumption: employee only about $341,612 at 4% or $227,741 at 6%; with 50% employer match about $227,741 at 4% or $151,828 at 6%; with 100% employer match about $170,806 at 4% or $113,871 at 6%. |
| Wormser, Kiely, Galef & Jacobs 401K Profit Sharing Plan | - | 54 | $7,273,708 | $737,882 | $13,664iApproximate average salary by contribution assumption: employee only about $341,612 at 4% or $227,741 at 6%; with 50% employer match about $227,741 at 4% or $151,828 at 6%; with 100% employer match about $170,806 at 4% or $113,871 at 6%. |
| 2000 | 1 | 58 | $7,797,986 | $704,807 | $12,152iApproximate average salary by contribution assumption: employee only about $303,796 at 4% or $202,531 at 6%; with 50% employer match about $202,531 at 4% or $135,020 at 6%; with 100% employer match about $151,898 at 4% or $101,265 at 6%. |
| Wormser, Kiely, Galef & Jacobs 401K Profit Sharing Plan | - | 58 | $7,797,986 | $704,807 | $12,152iApproximate average salary by contribution assumption: employee only about $303,796 at 4% or $202,531 at 6%; with 50% employer match about $202,531 at 4% or $135,020 at 6%; with 100% employer match about $151,898 at 4% or $101,265 at 6%. |
| 1999 | 1 | 54 | $7,795,945 | $645,023 | $11,945iApproximate average salary by contribution assumption: employee only about $298,622 at 4% or $199,081 at 6%; with 50% employer match about $199,081 at 4% or $132,721 at 6%; with 100% employer match about $149,311 at 4% or $99,541 at 6%. |
| Wormser, Kiely, Galef & Jacobs 401K Profit Sharing Plan | - | 54 | $7,795,945 | $645,023 | $11,945iApproximate average salary by contribution assumption: employee only about $298,622 at 4% or $199,081 at 6%; with 50% employer match about $199,081 at 4% or $132,721 at 6%; with 100% employer match about $149,311 at 4% or $99,541 at 6%. |