Wolman Wealth Management Inc.
Plan context: Wolman Wealth Management Inc. 401(K) Profit Sharing Plan
EIN 13-3793120 • Culver City, CA • 24 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
36
2024 Assets
$5,595,699
2024 Contributions
$578,893
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 | 36 | $5,595,699 | $578,893 | $16,080iApproximate average salary by contribution assumption: employee only about $402,009 at 4% or $268,006 at 6%; with 50% employer match about $268,006 at 4% or $178,671 at 6%; with 100% employer match about $201,005 at 4% or $134,003 at 6%. |
| Wolman Wealth Management Inc. 401(K) Profit Sharing Plan | - | 36 | $5,595,699 | $578,893 | $16,080iApproximate average salary by contribution assumption: employee only about $402,009 at 4% or $268,006 at 6%; with 50% employer match about $268,006 at 4% or $178,671 at 6%; with 100% employer match about $201,005 at 4% or $134,003 at 6%. |
| 2023 | 1 | 30 | $4,969,934 | $740,361 | $24,679iApproximate average salary by contribution assumption: employee only about $616,968 at 4% or $411,312 at 6%; with 50% employer match about $411,312 at 4% or $274,208 at 6%; with 100% employer match about $308,484 at 4% or $205,656 at 6%. |
| Wolman Wealth Management Inc. 401(K) Profit Sharing Plan | - | 30 | $4,969,934 | $740,361 | $24,679iApproximate average salary by contribution assumption: employee only about $616,968 at 4% or $411,312 at 6%; with 50% employer match about $411,312 at 4% or $274,208 at 6%; with 100% employer match about $308,484 at 4% or $205,656 at 6%. |
| 2022 | 1 | 28 | $3,618,194 | $256,856 | $9,173iApproximate average salary by contribution assumption: employee only about $229,336 at 4% or $152,890 at 6%; with 50% employer match about $152,890 at 4% or $101,927 at 6%; with 100% employer match about $114,668 at 4% or $76,445 at 6%. |
| Wolman Wealth Management Inc. 401(K) Profit Sharing Plan | - | 28 | $3,618,194 | $256,856 | $9,173iApproximate average salary by contribution assumption: employee only about $229,336 at 4% or $152,890 at 6%; with 50% employer match about $152,890 at 4% or $101,927 at 6%; with 100% employer match about $114,668 at 4% or $76,445 at 6%. |
| 2021 | 1 | 29 | $3,864,756 | $368,094 | $12,693iApproximate average salary by contribution assumption: employee only about $317,322 at 4% or $211,548 at 6%; with 50% employer match about $211,548 at 4% or $141,032 at 6%; with 100% employer match about $158,661 at 4% or $105,774 at 6%. |
| Wolman Wealth Management Inc. 401(K) Profit Sharing Plan | - | 29 | $3,864,756 | $368,094 | $12,693iApproximate average salary by contribution assumption: employee only about $317,322 at 4% or $211,548 at 6%; with 50% employer match about $211,548 at 4% or $141,032 at 6%; with 100% employer match about $158,661 at 4% or $105,774 at 6%. |
| 2020 | 1 | 25 | $3,103,893 | $298,525 | $11,941iApproximate average salary by contribution assumption: employee only about $298,525 at 4% or $199,017 at 6%; with 50% employer match about $199,017 at 4% or $132,678 at 6%; with 100% employer match about $149,263 at 4% or $99,508 at 6%. |
| Wolman Wealth Management Inc. 401(K) Profit Sharing Plan | - | 25 | $3,103,893 | $298,525 | $11,941iApproximate average salary by contribution assumption: employee only about $298,525 at 4% or $199,017 at 6%; with 50% employer match about $199,017 at 4% or $132,678 at 6%; with 100% employer match about $149,263 at 4% or $99,508 at 6%. |
| 2019 | 1 | 13 | $2,426,698 | $175,811 | $13,524iApproximate average salary by contribution assumption: employee only about $338,098 at 4% or $225,399 at 6%; with 50% employer match about $225,399 at 4% or $150,266 at 6%; with 100% employer match about $169,049 at 4% or $112,699 at 6%. |
| Wolman Wealth Management Inc. 401(K) Profit Sharing Plan | - | 13 | $2,426,698 | $175,811 | $13,524iApproximate average salary by contribution assumption: employee only about $338,098 at 4% or $225,399 at 6%; with 50% employer match about $225,399 at 4% or $150,266 at 6%; with 100% employer match about $169,049 at 4% or $112,699 at 6%. |
| 2018 | 1 | 14 | $1,962,181 | $150,596 | $10,757iApproximate average salary by contribution assumption: employee only about $268,921 at 4% or $179,281 at 6%; with 50% employer match about $179,281 at 4% or $119,521 at 6%; with 100% employer match about $134,461 at 4% or $89,640 at 6%. |
| Wolman Wealth Management Inc. 401(K) Profit Sharing Plan | - | 14 | $1,962,181 | $150,596 | $10,757iApproximate average salary by contribution assumption: employee only about $268,921 at 4% or $179,281 at 6%; with 50% employer match about $179,281 at 4% or $119,521 at 6%; with 100% employer match about $134,461 at 4% or $89,640 at 6%. |
| 2017 | 1 | 15 | $1,858,154 | $138,687 | $9,246iApproximate average salary by contribution assumption: employee only about $231,145 at 4% or $154,097 at 6%; with 50% employer match about $154,097 at 4% or $102,731 at 6%; with 100% employer match about $115,572 at 4% or $77,048 at 6%. |
| Wolman Wealth Management Inc. 401(K) Profit Sharing Plan | - | 15 | $1,858,154 | $138,687 | $9,246iApproximate average salary by contribution assumption: employee only about $231,145 at 4% or $154,097 at 6%; with 50% employer match about $154,097 at 4% or $102,731 at 6%; with 100% employer match about $115,572 at 4% or $77,048 at 6%. |
| 2016 | 1 | 13 | $1,506,954 | $99,139 | $7,626iApproximate average salary by contribution assumption: employee only about $190,652 at 4% or $127,101 at 6%; with 50% employer match about $127,101 at 4% or $84,734 at 6%; with 100% employer match about $95,326 at 4% or $63,551 at 6%. |
| Wolman Wealth Management Inc. 401(K) Profit Sharing Plan | - | 13 | $1,506,954 | $99,139 | $7,626iApproximate average salary by contribution assumption: employee only about $190,652 at 4% or $127,101 at 6%; with 50% employer match about $127,101 at 4% or $84,734 at 6%; with 100% employer match about $95,326 at 4% or $63,551 at 6%. |
| 2015 | 1 | 12 | $1,292,509 | $92,534 | $7,711iApproximate average salary by contribution assumption: employee only about $192,779 at 4% or $128,519 at 6%; with 50% employer match about $128,519 at 4% or $85,680 at 6%; with 100% employer match about $96,390 at 4% or $64,260 at 6%. |
| Wolman Wealth Management Inc. 401(K) Profit Sharing Plan | - | 12 | $1,292,509 | $92,534 | $7,711iApproximate average salary by contribution assumption: employee only about $192,779 at 4% or $128,519 at 6%; with 50% employer match about $128,519 at 4% or $85,680 at 6%; with 100% employer match about $96,390 at 4% or $64,260 at 6%. |
| 2014 | 1 | 10 | $1,183,618 | $86,273 | $8,627iApproximate average salary by contribution assumption: employee only about $215,682 at 4% or $143,788 at 6%; with 50% employer match about $143,788 at 4% or $95,859 at 6%; with 100% employer match about $107,841 at 4% or $71,894 at 6%. |
| Wolman Wealth Management Inc. 401(K) Profit Sharing Plan | - | 10 | $1,183,618 | $86,273 | $8,627iApproximate average salary by contribution assumption: employee only about $215,682 at 4% or $143,788 at 6%; with 50% employer match about $143,788 at 4% or $95,859 at 6%; with 100% employer match about $107,841 at 4% or $71,894 at 6%. |
| 2013 | 1 | 9 | $1,048,078 | $78,433 | $8,715iApproximate average salary by contribution assumption: employee only about $217,869 at 4% or $145,246 at 6%; with 50% employer match about $145,246 at 4% or $96,831 at 6%; with 100% employer match about $108,935 at 4% or $72,623 at 6%. |
| Wolman Wealth Management Inc. 401(K) Profit Sharing Plan | - | 9 | $1,048,078 | $78,433 | $8,715iApproximate average salary by contribution assumption: employee only about $217,869 at 4% or $145,246 at 6%; with 50% employer match about $145,246 at 4% or $96,831 at 6%; with 100% employer match about $108,935 at 4% or $72,623 at 6%. |
| 2012 | 1 | 10 | $830,359 | $79,108 | $7,911iApproximate average salary by contribution assumption: employee only about $197,770 at 4% or $131,847 at 6%; with 50% employer match about $131,847 at 4% or $87,898 at 6%; with 100% employer match about $98,885 at 4% or $65,923 at 6%. |
| Wolman Wealth Management Inc. 401(K) Profit Sharing Plan | - | 10 | $830,359 | $79,108 | $7,911iApproximate average salary by contribution assumption: employee only about $197,770 at 4% or $131,847 at 6%; with 50% employer match about $131,847 at 4% or $87,898 at 6%; with 100% employer match about $98,885 at 4% or $65,923 at 6%. |
| 2011 | 1 | 9 | $684,760 | $73,687 | $8,187iApproximate average salary by contribution assumption: employee only about $204,686 at 4% or $136,457 at 6%; with 50% employer match about $136,457 at 4% or $90,972 at 6%; with 100% employer match about $102,343 at 4% or $68,229 at 6%. |
| Wolman Wealth Management Inc. 401(K) Profit Sharing Plan | - | 9 | $684,760 | $73,687 | $8,187iApproximate average salary by contribution assumption: employee only about $204,686 at 4% or $136,457 at 6%; with 50% employer match about $136,457 at 4% or $90,972 at 6%; with 100% employer match about $102,343 at 4% or $68,229 at 6%. |
| 2010 | 1 | 8 | $642,666 | $69,490 | $8,686iApproximate average salary by contribution assumption: employee only about $217,156 at 4% or $144,771 at 6%; with 50% employer match about $144,771 at 4% or $96,514 at 6%; with 100% employer match about $108,578 at 4% or $72,385 at 6%. |
| Wolman Wealth Management Inc. 401(K) Profit Sharing Plan | - | 8 | $642,666 | $69,490 | $8,686iApproximate average salary by contribution assumption: employee only about $217,156 at 4% or $144,771 at 6%; with 50% employer match about $144,771 at 4% or $96,514 at 6%; with 100% employer match about $108,578 at 4% or $72,385 at 6%. |
| 2009 | 1 | 8 | $534,397 | $68,294 | $8,537iApproximate average salary by contribution assumption: employee only about $213,419 at 4% or $142,279 at 6%; with 50% employer match about $142,279 at 4% or $94,853 at 6%; with 100% employer match about $106,709 at 4% or $71,140 at 6%. |
| Wolman Wealth Management Inc. 401(K) Profit Sharing Plan | - | 8 | $534,397 | $68,294 | $8,537iApproximate average salary by contribution assumption: employee only about $213,419 at 4% or $142,279 at 6%; with 50% employer match about $142,279 at 4% or $94,853 at 6%; with 100% employer match about $106,709 at 4% or $71,140 at 6%. |
| 2008 | 1 | 5 | $0 | $0 | - |
| Wolman Wealth Management Inc. 401(K) Profit Sharing Plan | - | 5 | - | - | - |
| 2007 | 1 | 5 | $0 | $0 | - |
| Wolman Wealth Management Inc. 401(K) Profit Sharing Plan | - | 5 | - | - | - |
| 2006 | 1 | 5 | $416,226 | $60,132 | $12,026iApproximate average salary by contribution assumption: employee only about $300,660 at 4% or $200,440 at 6%; with 50% employer match about $200,440 at 4% or $133,627 at 6%; with 100% employer match about $150,330 at 4% or $100,220 at 6%. |
| Wolman Wealth Management Inc. 401(K) Profit Sharing Plan | - | 5 | $416,226 | $60,132 | $12,026iApproximate average salary by contribution assumption: employee only about $300,660 at 4% or $200,440 at 6%; with 50% employer match about $200,440 at 4% or $133,627 at 6%; with 100% employer match about $150,330 at 4% or $100,220 at 6%. |
| 2005 | 1 | 5 | $324,426 | $51,607 | $10,321iApproximate average salary by contribution assumption: employee only about $258,035 at 4% or $172,023 at 6%; with 50% employer match about $172,023 at 4% or $114,682 at 6%; with 100% employer match about $129,018 at 4% or $86,012 at 6%. |
| Wolman Wealth Management Inc. 401(K) Profit Sharing Plan | - | 5 | $324,426 | $51,607 | $10,321iApproximate average salary by contribution assumption: employee only about $258,035 at 4% or $172,023 at 6%; with 50% employer match about $172,023 at 4% or $114,682 at 6%; with 100% employer match about $129,018 at 4% or $86,012 at 6%. |
| 2004 | 1 | 4 | $256,909 | $90,636 | $22,659iApproximate average salary by contribution assumption: employee only about $566,475 at 4% or $377,650 at 6%; with 50% employer match about $377,650 at 4% or $251,767 at 6%; with 100% employer match about $283,238 at 4% or $188,825 at 6%. |
| Wolman Wealth Management Inc. 401(K) Profit Sharing Plan | - | 4 | $256,909 | $90,636 | $22,659iApproximate average salary by contribution assumption: employee only about $566,475 at 4% or $377,650 at 6%; with 50% employer match about $377,650 at 4% or $251,767 at 6%; with 100% employer match about $283,238 at 4% or $188,825 at 6%. |
| 2003 | 1 | 3 | $150,107 | $70,776 | $23,592iApproximate average salary by contribution assumption: employee only about $589,800 at 4% or $393,200 at 6%; with 50% employer match about $393,200 at 4% or $262,133 at 6%; with 100% employer match about $294,900 at 4% or $196,600 at 6%. |
| Wolman Wealth Management Inc. 401(K) Profit Sharing Plan | - | 3 | $150,107 | $70,776 | $23,592iApproximate average salary by contribution assumption: employee only about $589,800 at 4% or $393,200 at 6%; with 50% employer match about $393,200 at 4% or $262,133 at 6%; with 100% employer match about $294,900 at 4% or $196,600 at 6%. |
| 2002 | 1 | 3 | $77,208 | $46,840 | $15,613iApproximate average salary by contribution assumption: employee only about $390,333 at 4% or $260,222 at 6%; with 50% employer match about $260,222 at 4% or $173,481 at 6%; with 100% employer match about $195,167 at 4% or $130,111 at 6%. |
| Wolman Wealth Management Inc. 401(K) Profit Sharing Plan | - | 3 | $77,208 | $46,840 | $15,613iApproximate average salary by contribution assumption: employee only about $390,333 at 4% or $260,222 at 6%; with 50% employer match about $260,222 at 4% or $173,481 at 6%; with 100% employer match about $195,167 at 4% or $130,111 at 6%. |
| 2001 | 1 | 2 | $0 | $0 | - |
| Wolman Wealth Management Inc. 401(K) Profit Sharing Plan | - | 2 | - | - | - |