Urbach Kahn & Werlin Advisors Inc.
Plan context: Urbach Kahn & Werlin Advisors Inc. Profit Sharing Plan
EIN 14-1555429 • 8 filings • 5 plans
Current Snapshot
Latest Year
2004
2004 Participants
204
2004 Assets
$10,506,462
2004 Contributions
$788,776
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 |
|---|---|---|---|---|---|
| 2004 | 1 | 204 | $0 | $0 | - |
| Urbach Kahn & Werlin PC Employee Benefit Plan | - | 204 | - | - | - |
| 2003 | 1 | 235 | $0 | $0 | - |
| Urbach Kahn & Werlin PC Employee Benefit Plan | - | 235 | - | - | - |
| 2002 | 1 | 365 | $0 | $0 | - |
| Urbach Kahn & Werlin PC Employee Benefit Plan | - | 365 | - | - | - |
| 2001 | 1 | 160 | $0 | $0 | - |
| Urbach Kahn & Werlin PC Employee Benefit Plan | - | 160 | - | - | - |
| 2000 | 2 | 137 | $0 | $788,776 | $5,757iApproximate average salary by contribution assumption: employee only about $143,937 at 4% or $95,958 at 6%; with 50% employer match about $95,958 at 4% or $63,972 at 6%; with 100% employer match about $71,969 at 4% or $47,979 at 6%. |
| Urbach Kahn & Werlin PC Employee Benefit Plan | - | 137 | - | - | - |
| Urbach Kahn & Werlin Advisors Inc. Profit Sharing Plan | - | 0 | - | $788,776 | - |
| 1999 | 2 | 133 | $10,506,462 | $862,021 | $6,481iApproximate average salary by contribution assumption: employee only about $162,034 at 4% or $108,023 at 6%; with 50% employer match about $108,023 at 4% or $72,015 at 6%; with 100% employer match about $81,017 at 4% or $54,011 at 6%. |
| Urbach Kahn & Werlin Advisors Inc. Profit Sharing Plan | - | 121 | $10,506,462 | $862,021 | $7,124iApproximate average salary by contribution assumption: employee only about $178,104 at 4% or $118,736 at 6%; with 50% employer match about $118,736 at 4% or $79,157 at 6%; with 100% employer match about $89,052 at 4% or $59,368 at 6%. |
| Urbach Kahn & Werlin PC Employee Benefit Plan | - | 133 | - | - | - |