Wharton Realty Group Inc
Plan context: Wharton Realty Group Inc 401 K Profit Sharing Plan Trust
EIN 13-3645185 • Eatontown, NJ • 22 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
8
2024 Assets
$1,239,972
2024 Contributions
$40,776
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 8 | $1,239,972 | $40,776 | $5,097iApproximate average salary by contribution assumption: employee only about $127,425 at 4% or $84,950 at 6%; with 50% employer match about $84,950 at 4% or $56,633 at 6%; with 100% employer match about $63,713 at 4% or $42,475 at 6%. |
| Wharton Realty Group Inc 401 K Profit Sharing Plan Trust | - | 8 | $1,239,972 | $40,776 | $5,097iApproximate average salary by contribution assumption: employee only about $127,425 at 4% or $84,950 at 6%; with 50% employer match about $84,950 at 4% or $56,633 at 6%; with 100% employer match about $63,713 at 4% or $42,475 at 6%. |
| 2023 | 1 | 8 | $1,125,730 | $26,451 | $3,306iApproximate average salary by contribution assumption: employee only about $82,659 at 4% or $55,106 at 6%; with 50% employer match about $55,106 at 4% or $36,738 at 6%; with 100% employer match about $41,330 at 4% or $27,553 at 6%. |
| Wharton Realty Group Inc 401 K Profit Sharing Plan Trust | - | 8 | $1,125,730 | $26,451 | $3,306iApproximate average salary by contribution assumption: employee only about $82,659 at 4% or $55,106 at 6%; with 50% employer match about $55,106 at 4% or $36,738 at 6%; with 100% employer match about $41,330 at 4% or $27,553 at 6%. |
| 2022 | 1 | 8 | $995,353 | $30,032 | $3,754iApproximate average salary by contribution assumption: employee only about $93,850 at 4% or $62,567 at 6%; with 50% employer match about $62,567 at 4% or $41,711 at 6%; with 100% employer match about $46,925 at 4% or $31,283 at 6%. |
| Wharton Realty Group Inc 401 K Profit Sharing Plan Trust | - | 8 | $995,353 | $30,032 | $3,754iApproximate average salary by contribution assumption: employee only about $93,850 at 4% or $62,567 at 6%; with 50% employer match about $62,567 at 4% or $41,711 at 6%; with 100% employer match about $46,925 at 4% or $31,283 at 6%. |
| 2021 | 1 | 7 | $1,214,161 | $42,000 | $6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%. |
| Wharton Realty Group Inc 401 K Profit Sharing Plan Trust | - | 7 | $1,214,161 | $42,000 | $6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%. |
| 2019 | 1 | 7 | $956,543 | $48,468 | $6,924iApproximate average salary by contribution assumption: employee only about $173,100 at 4% or $115,400 at 6%; with 50% employer match about $115,400 at 4% or $76,933 at 6%; with 100% employer match about $86,550 at 4% or $57,700 at 6%. |
| Wharton Realty Group Inc 401 K Profit Sharing Plan Trust | - | 7 | $956,543 | $48,468 | $6,924iApproximate average salary by contribution assumption: employee only about $173,100 at 4% or $115,400 at 6%; with 50% employer match about $115,400 at 4% or $76,933 at 6%; with 100% employer match about $86,550 at 4% or $57,700 at 6%. |
| 2018 | 1 | 7 | $809,675 | $46,870 | $6,696iApproximate average salary by contribution assumption: employee only about $167,393 at 4% or $111,595 at 6%; with 50% employer match about $111,595 at 4% or $74,397 at 6%; with 100% employer match about $83,696 at 4% or $55,798 at 6%. |
| Wharton Realty Group Inc 401 K Profit Sharing Plan Trust | - | 7 | $809,675 | $46,870 | $6,696iApproximate average salary by contribution assumption: employee only about $167,393 at 4% or $111,595 at 6%; with 50% employer match about $111,595 at 4% or $74,397 at 6%; with 100% employer match about $83,696 at 4% or $55,798 at 6%. |
| 2016 | 1 | 7 | $713,771 | $47,667 | $6,810iApproximate average salary by contribution assumption: employee only about $170,239 at 4% or $113,493 at 6%; with 50% employer match about $113,493 at 4% or $75,662 at 6%; with 100% employer match about $85,120 at 4% or $56,746 at 6%. |
| Wharton Realty Group Inc 401 K Profit Sharing Plan Trust | - | 7 | $713,771 | $47,667 | $6,810iApproximate average salary by contribution assumption: employee only about $170,239 at 4% or $113,493 at 6%; with 50% employer match about $113,493 at 4% or $75,662 at 6%; with 100% employer match about $85,120 at 4% or $56,746 at 6%. |
| 2015 | 1 | 6 | $636,205 | $42,056 | $7,009iApproximate average salary by contribution assumption: employee only about $175,233 at 4% or $116,822 at 6%; with 50% employer match about $116,822 at 4% or $77,881 at 6%; with 100% employer match about $87,617 at 4% or $58,411 at 6%. |
| Wharton Realty Group Inc 401 K Profit Sharing Plan Trust | - | 6 | $636,205 | $42,056 | $7,009iApproximate average salary by contribution assumption: employee only about $175,233 at 4% or $116,822 at 6%; with 50% employer match about $116,822 at 4% or $77,881 at 6%; with 100% employer match about $87,617 at 4% or $58,411 at 6%. |
| 2014 | 1 | 6 | $597,853 | $40,522 | $6,754iApproximate average salary by contribution assumption: employee only about $168,842 at 4% or $112,561 at 6%; with 50% employer match about $112,561 at 4% or $75,041 at 6%; with 100% employer match about $84,421 at 4% or $56,281 at 6%. |
| Wharton Realty Group Inc 401 K Profit Sharing Plan Trust | - | 6 | $597,853 | $40,522 | $6,754iApproximate average salary by contribution assumption: employee only about $168,842 at 4% or $112,561 at 6%; with 50% employer match about $112,561 at 4% or $75,041 at 6%; with 100% employer match about $84,421 at 4% or $56,281 at 6%. |
| 2013 | 1 | 5 | $526,425 | $38,158 | $7,632iApproximate average salary by contribution assumption: employee only about $190,790 at 4% or $127,193 at 6%; with 50% employer match about $127,193 at 4% or $84,796 at 6%; with 100% employer match about $95,395 at 4% or $63,597 at 6%. |
| Wharton Realty Group Inc 401 K Profit Sharing Plan Trust | - | 5 | $526,425 | $38,158 | $7,632iApproximate average salary by contribution assumption: employee only about $190,790 at 4% or $127,193 at 6%; with 50% employer match about $127,193 at 4% or $84,796 at 6%; with 100% employer match about $95,395 at 4% or $63,597 at 6%. |
| 2012 | 1 | 6 | $495,347 | $42,258 | $7,043iApproximate average salary by contribution assumption: employee only about $176,075 at 4% or $117,383 at 6%; with 50% employer match about $117,383 at 4% or $78,256 at 6%; with 100% employer match about $88,038 at 4% or $58,692 at 6%. |
| Wharton Realty Group Inc 401 K Profit Sharing Plan Trust | - | 6 | $495,347 | $42,258 | $7,043iApproximate average salary by contribution assumption: employee only about $176,075 at 4% or $117,383 at 6%; with 50% employer match about $117,383 at 4% or $78,256 at 6%; with 100% employer match about $88,038 at 4% or $58,692 at 6%. |
| 2011 | 1 | 6 | $425,991 | $51,182 | $8,530iApproximate average salary by contribution assumption: employee only about $213,258 at 4% or $142,172 at 6%; with 50% employer match about $142,172 at 4% or $94,781 at 6%; with 100% employer match about $106,629 at 4% or $71,086 at 6%. |
| Wharton Realty Group Inc 401 K Profit Sharing Plan Trust | - | 6 | $425,991 | $51,182 | $8,530iApproximate average salary by contribution assumption: employee only about $213,258 at 4% or $142,172 at 6%; with 50% employer match about $142,172 at 4% or $94,781 at 6%; with 100% employer match about $106,629 at 4% or $71,086 at 6%. |
| 2010 | 1 | 6 | $364,792 | $49,446 | $8,241iApproximate average salary by contribution assumption: employee only about $206,025 at 4% or $137,350 at 6%; with 50% employer match about $137,350 at 4% or $91,567 at 6%; with 100% employer match about $103,013 at 4% or $68,675 at 6%. |
| Wharton Realty Group Inc 401 K Profit Sharing Plan Trust | - | 6 | $364,792 | $49,446 | $8,241iApproximate average salary by contribution assumption: employee only about $206,025 at 4% or $137,350 at 6%; with 50% employer match about $137,350 at 4% or $91,567 at 6%; with 100% employer match about $103,013 at 4% or $68,675 at 6%. |
| 2009 | 1 | 5 | $288,654 | $47,496 | $9,499iApproximate average salary by contribution assumption: employee only about $237,480 at 4% or $158,320 at 6%; with 50% employer match about $158,320 at 4% or $105,547 at 6%; with 100% employer match about $118,740 at 4% or $79,160 at 6%. |
| Wharton Realty Group Inc 401 K Profit Sharing Plan Trust | - | 5 | $288,654 | $47,496 | $9,499iApproximate average salary by contribution assumption: employee only about $237,480 at 4% or $158,320 at 6%; with 50% employer match about $158,320 at 4% or $105,547 at 6%; with 100% employer match about $118,740 at 4% or $79,160 at 6%. |
| 2007 | 1 | 6 | $221,823 | $45,034 | $7,506iApproximate average salary by contribution assumption: employee only about $187,642 at 4% or $125,094 at 6%; with 50% employer match about $125,094 at 4% or $83,396 at 6%; with 100% employer match about $93,821 at 4% or $62,547 at 6%. |
| Wharton Realty Group Inc 401 K Profit Sharing Plan Trust | - | 6 | $221,823 | $45,034 | $7,506iApproximate average salary by contribution assumption: employee only about $187,642 at 4% or $125,094 at 6%; with 50% employer match about $125,094 at 4% or $83,396 at 6%; with 100% employer match about $93,821 at 4% or $62,547 at 6%. |
| 2006 | 1 | 6 | $170,024 | $27,953 | $4,659iApproximate average salary by contribution assumption: employee only about $116,471 at 4% or $77,647 at 6%; with 50% employer match about $77,647 at 4% or $51,765 at 6%; with 100% employer match about $58,235 at 4% or $38,824 at 6%. |
| Wharton Realty Group Inc 401 K Profit Sharing Plan Trust | - | 6 | $170,024 | $27,953 | $4,659iApproximate average salary by contribution assumption: employee only about $116,471 at 4% or $77,647 at 6%; with 50% employer match about $77,647 at 4% or $51,765 at 6%; with 100% employer match about $58,235 at 4% or $38,824 at 6%. |
| 2005 | 1 | 5 | $0 | $0 | - |
| Wharton Realty Group Inc 401 K Profit Sharing Plan Trust | - | 5 | - | - | - |
| 2004 | 1 | 5 | $111,844 | $31,592 | $6,318iApproximate average salary by contribution assumption: employee only about $157,960 at 4% or $105,307 at 6%; with 50% employer match about $105,307 at 4% or $70,204 at 6%; with 100% employer match about $78,980 at 4% or $52,653 at 6%. |
| Wharton Realty Group Inc 401 K Profit Sharing Plan Trust | - | 5 | $111,844 | $31,592 | $6,318iApproximate average salary by contribution assumption: employee only about $157,960 at 4% or $105,307 at 6%; with 50% employer match about $105,307 at 4% or $70,204 at 6%; with 100% employer match about $78,980 at 4% or $52,653 at 6%. |
| 2003 | 1 | 6 | $98,378 | $29,194 | $4,866iApproximate average salary by contribution assumption: employee only about $121,642 at 4% or $81,094 at 6%; with 50% employer match about $81,094 at 4% or $54,063 at 6%; with 100% employer match about $60,821 at 4% or $40,547 at 6%. |
| Wharton Realty Group Inc 401 K Profit Sharing Plan Trust | - | 6 | $98,378 | $29,194 | $4,866iApproximate average salary by contribution assumption: employee only about $121,642 at 4% or $81,094 at 6%; with 50% employer match about $81,094 at 4% or $54,063 at 6%; with 100% employer match about $60,821 at 4% or $40,547 at 6%. |
| 2002 | 1 | 7 | $0 | $0 | - |
| Wharton Realty Group Inc 401 K Profit Sharing Plan Trust | - | 7 | - | - | - |
| 2001 | 1 | 6 | $50,041 | $29,821 | $4,970iApproximate average salary by contribution assumption: employee only about $124,254 at 4% or $82,836 at 6%; with 50% employer match about $82,836 at 4% or $55,224 at 6%; with 100% employer match about $62,127 at 4% or $41,418 at 6%. |
| Wharton Realty Group Inc 401 K Profit Sharing Plan Trust | - | 6 | $50,041 | $29,821 | $4,970iApproximate average salary by contribution assumption: employee only about $124,254 at 4% or $82,836 at 6%; with 50% employer match about $82,836 at 4% or $55,224 at 6%; with 100% employer match about $62,127 at 4% or $41,418 at 6%. |
| 2000 | 1 | 6 | $31,643 | $35,537 | $5,923iApproximate average salary by contribution assumption: employee only about $148,071 at 4% or $98,714 at 6%; with 50% employer match about $98,714 at 4% or $65,809 at 6%; with 100% employer match about $74,035 at 4% or $49,357 at 6%. |
| Wharton Realty Group Inc 401 K Profit Sharing Plan Trust | - | 6 | $31,643 | $35,537 | $5,923iApproximate average salary by contribution assumption: employee only about $148,071 at 4% or $98,714 at 6%; with 50% employer match about $98,714 at 4% or $65,809 at 6%; with 100% employer match about $74,035 at 4% or $49,357 at 6%. |