Civic Intelligence

Tane Waterman & Wurtzel PC.

Plan context: Tane Waterman & Wurtzel PC. Incentive Savings Trust

EIN 13-3653944 • New York, NY • 19 filings • 2 plans

120 Broadway, Suite 948New York, NY 10271
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$3,361,134

2024 Contributions

$323,640

Historical Graphs

Total Assets Over Time

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

$3,361,134$1,680,567$0200620152024YearValue
$3,361,134Latest year 2024

Participants Over Time

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

1580200620152024YearValue
15Latest year 2024

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
2024115$3,361,134$323,640$21,576iApproximate average salary by contribution assumption: employee only about $539,400 at 4% or $359,600 at 6%; with 50% employer match about $359,600 at 4% or $239,733 at 6%; with 100% employer match about $269,700 at 4% or $179,800 at 6%.
Tane Waterman & Wurtzel PC. Incentive Savings Trust-15$3,361,134$323,640$21,576iApproximate average salary by contribution assumption: employee only about $539,400 at 4% or $359,600 at 6%; with 50% employer match about $359,600 at 4% or $239,733 at 6%; with 100% employer match about $269,700 at 4% or $179,800 at 6%.
2023113$2,979,759$384,992$29,615iApproximate average salary by contribution assumption: employee only about $740,369 at 4% or $493,579 at 6%; with 50% employer match about $493,579 at 4% or $329,053 at 6%; with 100% employer match about $370,185 at 4% or $246,790 at 6%.
Tane Waterman & Wurtzel PC. Incentive Savings Trust-13$2,979,759$384,992$29,615iApproximate average salary by contribution assumption: employee only about $740,369 at 4% or $493,579 at 6%; with 50% employer match about $493,579 at 4% or $329,053 at 6%; with 100% employer match about $370,185 at 4% or $246,790 at 6%.
2022112$2,328,025$236,620$19,718iApproximate average salary by contribution assumption: employee only about $492,958 at 4% or $328,639 at 6%; with 50% employer match about $328,639 at 4% or $219,093 at 6%; with 100% employer match about $246,479 at 4% or $164,319 at 6%.
Tane Waterman & Wurtzel PC. Incentive Savings Trust-12$2,328,025$236,620$19,718iApproximate average salary by contribution assumption: employee only about $492,958 at 4% or $328,639 at 6%; with 50% employer match about $328,639 at 4% or $219,093 at 6%; with 100% employer match about $246,479 at 4% or $164,319 at 6%.
2021111$2,517,513$228,852$20,805iApproximate average salary by contribution assumption: employee only about $520,118 at 4% or $346,745 at 6%; with 50% employer match about $346,745 at 4% or $231,164 at 6%; with 100% employer match about $260,059 at 4% or $173,373 at 6%.
Tane Waterman & Wurtzel PC. Incentive Savings Trust-11$2,517,513$228,852$20,805iApproximate average salary by contribution assumption: employee only about $520,118 at 4% or $346,745 at 6%; with 50% employer match about $346,745 at 4% or $231,164 at 6%; with 100% employer match about $260,059 at 4% or $173,373 at 6%.
2020112$2,042,747$218,399$18,200iApproximate average salary by contribution assumption: employee only about $454,998 at 4% or $303,332 at 6%; with 50% employer match about $303,332 at 4% or $202,221 at 6%; with 100% employer match about $227,499 at 4% or $151,666 at 6%.
Tane Waterman & Wurtzel PC. Incentive Savings Trust-12$2,042,747$218,399$18,200iApproximate average salary by contribution assumption: employee only about $454,998 at 4% or $303,332 at 6%; with 50% employer match about $303,332 at 4% or $202,221 at 6%; with 100% employer match about $227,499 at 4% or $151,666 at 6%.
2019110$1,867,649$163,164$16,316iApproximate average salary by contribution assumption: employee only about $407,910 at 4% or $271,940 at 6%; with 50% employer match about $271,940 at 4% or $181,293 at 6%; with 100% employer match about $203,955 at 4% or $135,970 at 6%.
Tane Waterman & Wurtzel PC. Incentive Savings Trust-10$1,867,649$163,164$16,316iApproximate average salary by contribution assumption: employee only about $407,910 at 4% or $271,940 at 6%; with 50% employer match about $271,940 at 4% or $181,293 at 6%; with 100% employer match about $203,955 at 4% or $135,970 at 6%.
2018110$1,508,059$154,348$15,435iApproximate average salary by contribution assumption: employee only about $385,870 at 4% or $257,247 at 6%; with 50% employer match about $257,247 at 4% or $171,498 at 6%; with 100% employer match about $192,935 at 4% or $128,623 at 6%.
Tane Waterman & Wurtzel PC. Incentive Savings Trust-10$1,508,059$154,348$15,435iApproximate average salary by contribution assumption: employee only about $385,870 at 4% or $257,247 at 6%; with 50% employer match about $257,247 at 4% or $171,498 at 6%; with 100% employer match about $192,935 at 4% or $128,623 at 6%.
2017112$2,101,350$156,970$13,081iApproximate average salary by contribution assumption: employee only about $327,021 at 4% or $218,014 at 6%; with 50% employer match about $218,014 at 4% or $145,343 at 6%; with 100% employer match about $163,510 at 4% or $109,007 at 6%.
Tane Waterman & Wurtzel PC. Incentive Savings Trust-12$2,101,350$156,970$13,081iApproximate average salary by contribution assumption: employee only about $327,021 at 4% or $218,014 at 6%; with 50% employer match about $218,014 at 4% or $145,343 at 6%; with 100% employer match about $163,510 at 4% or $109,007 at 6%.
2016110$1,999,814$146,839$14,684iApproximate average salary by contribution assumption: employee only about $367,098 at 4% or $244,732 at 6%; with 50% employer match about $244,732 at 4% or $163,154 at 6%; with 100% employer match about $183,549 at 4% or $122,366 at 6%.
Tane Waterman & Wurtzel PC. Incentive Savings Trust-10$1,999,814$146,839$14,684iApproximate average salary by contribution assumption: employee only about $367,098 at 4% or $244,732 at 6%; with 50% employer match about $244,732 at 4% or $163,154 at 6%; with 100% employer match about $183,549 at 4% or $122,366 at 6%.
2015112$1,818,584$146,135$12,178iApproximate average salary by contribution assumption: employee only about $304,448 at 4% or $202,965 at 6%; with 50% employer match about $202,965 at 4% or $135,310 at 6%; with 100% employer match about $152,224 at 4% or $101,483 at 6%.
Tane Waterman & Wurtzel PC. Incentive Savings Trust-12$1,818,584$146,135$12,178iApproximate average salary by contribution assumption: employee only about $304,448 at 4% or $202,965 at 6%; with 50% employer match about $202,965 at 4% or $135,310 at 6%; with 100% employer match about $152,224 at 4% or $101,483 at 6%.
2014111$1,720,231$186,440$16,949iApproximate average salary by contribution assumption: employee only about $423,727 at 4% or $282,485 at 6%; with 50% employer match about $282,485 at 4% or $188,323 at 6%; with 100% employer match about $211,864 at 4% or $141,242 at 6%.
Tane Waterman & Wurtzel PC. Incentive Savings Trust-11$1,720,231$186,440$16,949iApproximate average salary by contribution assumption: employee only about $423,727 at 4% or $282,485 at 6%; with 50% employer match about $282,485 at 4% or $188,323 at 6%; with 100% employer match about $211,864 at 4% or $141,242 at 6%.
201319$1,452,758$205,646$22,850iApproximate average salary by contribution assumption: employee only about $571,239 at 4% or $380,826 at 6%; with 50% employer match about $380,826 at 4% or $253,884 at 6%; with 100% employer match about $285,619 at 4% or $190,413 at 6%.
Tane Waterman & Wurtzel PC. Incentive Savings Trust-9$1,452,758$205,646$22,850iApproximate average salary by contribution assumption: employee only about $571,239 at 4% or $380,826 at 6%; with 50% employer match about $380,826 at 4% or $253,884 at 6%; with 100% employer match about $285,619 at 4% or $190,413 at 6%.
201219$1,036,753$155,688$17,299iApproximate average salary by contribution assumption: employee only about $432,467 at 4% or $288,311 at 6%; with 50% employer match about $288,311 at 4% or $192,207 at 6%; with 100% employer match about $216,233 at 4% or $144,156 at 6%.
Tane Waterman & Wurtzel PC. Incentive Savings Trust-9$1,036,753$155,688$17,299iApproximate average salary by contribution assumption: employee only about $432,467 at 4% or $288,311 at 6%; with 50% employer match about $288,311 at 4% or $192,207 at 6%; with 100% employer match about $216,233 at 4% or $144,156 at 6%.
201117$847,525$139,807$19,972iApproximate average salary by contribution assumption: employee only about $499,311 at 4% or $332,874 at 6%; with 50% employer match about $332,874 at 4% or $221,916 at 6%; with 100% employer match about $249,655 at 4% or $166,437 at 6%.
Tane Waterman & Wurtzel PC. Incentive Savings Trust-7$847,525$139,807$19,972iApproximate average salary by contribution assumption: employee only about $499,311 at 4% or $332,874 at 6%; with 50% employer match about $332,874 at 4% or $221,916 at 6%; with 100% employer match about $249,655 at 4% or $166,437 at 6%.
201016$749,761$100,350$16,725iApproximate average salary by contribution assumption: employee only about $418,125 at 4% or $278,750 at 6%; with 50% employer match about $278,750 at 4% or $185,833 at 6%; with 100% employer match about $209,063 at 4% or $139,375 at 6%.
Tane Waterman & Wurtzel PC. Incentive Savings Trust-6$749,761$100,350$16,725iApproximate average salary by contribution assumption: employee only about $418,125 at 4% or $278,750 at 6%; with 50% employer match about $278,750 at 4% or $185,833 at 6%; with 100% employer match about $209,063 at 4% or $139,375 at 6%.
200917$599,985$103,835$14,834iApproximate average salary by contribution assumption: employee only about $370,839 at 4% or $247,226 at 6%; with 50% employer match about $247,226 at 4% or $164,817 at 6%; with 100% employer match about $185,420 at 4% or $123,613 at 6%.
Tane Waterman & Wurtzel PC. Incentive Savings Trust-7$599,985$103,835$14,834iApproximate average salary by contribution assumption: employee only about $370,839 at 4% or $247,226 at 6%; with 50% employer match about $247,226 at 4% or $164,817 at 6%; with 100% employer match about $185,420 at 4% or $123,613 at 6%.
200815$399,867$100,449$20,090iApproximate average salary by contribution assumption: employee only about $502,245 at 4% or $334,830 at 6%; with 50% employer match about $334,830 at 4% or $223,220 at 6%; with 100% employer match about $251,123 at 4% or $167,415 at 6%.
Tane Waterman & Wurtzel PC. Incentive Savings Trust-5$399,867$100,449$20,090iApproximate average salary by contribution assumption: employee only about $502,245 at 4% or $334,830 at 6%; with 50% employer match about $334,830 at 4% or $223,220 at 6%; with 100% employer match about $251,123 at 4% or $167,415 at 6%.
200715$522,223$119,639$23,928iApproximate average salary by contribution assumption: employee only about $598,195 at 4% or $398,797 at 6%; with 50% employer match about $398,797 at 4% or $265,864 at 6%; with 100% employer match about $299,098 at 4% or $199,398 at 6%.
Tane Waterman & Wurtzel PC. Incentive Savings Trust-5$522,223$119,639$23,928iApproximate average salary by contribution assumption: employee only about $598,195 at 4% or $398,797 at 6%; with 50% employer match about $398,797 at 4% or $265,864 at 6%; with 100% employer match about $299,098 at 4% or $199,398 at 6%.
200616$379,960$372,754$62,126iApproximate average salary by contribution assumption: employee only about $1,553,142 at 4% or $1,035,428 at 6%; with 50% employer match about $1,035,428 at 4% or $690,285 at 6%; with 100% employer match about $776,571 at 4% or $517,714 at 6%.
Tane Waterman & Wurtzel PC. Incentive Savings Trust-6$379,960$372,754$62,126iApproximate average salary by contribution assumption: employee only about $1,553,142 at 4% or $1,035,428 at 6%; with 50% employer match about $1,035,428 at 4% or $690,285 at 6%; with 100% employer match about $776,571 at 4% or $517,714 at 6%.