Civic Intelligence

Remax Wharton Associates Inc.

Plan context: The Wharton Associates Inc. 401K Plan

EIN 16-1243409 • Pittsford, NY • 26 filings • 3 plans

10 Grove StreetPittsford, NY 14534-1317
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$3,482,688

2024 Contributions

$65,762

Historical Graphs

Total Assets Over Time

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

$3,482,688$1,741,344$0199920132024YearValue
$3,482,688Latest year 2024

Participants Over Time

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

1680199920122024YearValue
14Latest 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
2024114$3,482,688$65,762$4,697iApproximate average salary by contribution assumption: employee only about $117,432 at 4% or $78,288 at 6%; with 50% employer match about $78,288 at 4% or $52,192 at 6%; with 100% employer match about $58,716 at 4% or $39,144 at 6%.
The Wharton Associates Inc. 401K Plan-14$3,482,688$65,762$4,697iApproximate average salary by contribution assumption: employee only about $117,432 at 4% or $78,288 at 6%; with 50% employer match about $78,288 at 4% or $52,192 at 6%; with 100% employer match about $58,716 at 4% or $39,144 at 6%.
2023113$3,044,049$64,064$4,928iApproximate average salary by contribution assumption: employee only about $123,200 at 4% or $82,133 at 6%; with 50% employer match about $82,133 at 4% or $54,756 at 6%; with 100% employer match about $61,600 at 4% or $41,067 at 6%.
The Wharton Associates Inc. 401K Plan-13$3,044,049$64,064$4,928iApproximate average salary by contribution assumption: employee only about $123,200 at 4% or $82,133 at 6%; with 50% employer match about $82,133 at 4% or $54,756 at 6%; with 100% employer match about $61,600 at 4% or $41,067 at 6%.
2022115$2,635,350$105,176$7,012iApproximate average salary by contribution assumption: employee only about $175,293 at 4% or $116,862 at 6%; with 50% employer match about $116,862 at 4% or $77,908 at 6%; with 100% employer match about $87,647 at 4% or $58,431 at 6%.
The Wharton Associates Inc. 401K Plan-15$2,635,350$105,176$7,012iApproximate average salary by contribution assumption: employee only about $175,293 at 4% or $116,862 at 6%; with 50% employer match about $116,862 at 4% or $77,908 at 6%; with 100% employer match about $87,647 at 4% or $58,431 at 6%.
2021115$2,917,196$98,021$6,535iApproximate average salary by contribution assumption: employee only about $163,368 at 4% or $108,912 at 6%; with 50% employer match about $108,912 at 4% or $72,608 at 6%; with 100% employer match about $81,684 at 4% or $54,456 at 6%.
The Wharton Associates Inc. 401K Plan-15$2,917,196$98,021$6,535iApproximate average salary by contribution assumption: employee only about $163,368 at 4% or $108,912 at 6%; with 50% employer match about $108,912 at 4% or $72,608 at 6%; with 100% employer match about $81,684 at 4% or $54,456 at 6%.
2020115$2,531,103$131,820$8,788iApproximate average salary by contribution assumption: employee only about $219,700 at 4% or $146,467 at 6%; with 50% employer match about $146,467 at 4% or $97,644 at 6%; with 100% employer match about $109,850 at 4% or $73,233 at 6%.
The Wharton Associates Inc. 401K Plan-15$2,531,103$131,820$8,788iApproximate average salary by contribution assumption: employee only about $219,700 at 4% or $146,467 at 6%; with 50% employer match about $146,467 at 4% or $97,644 at 6%; with 100% employer match about $109,850 at 4% or $73,233 at 6%.
2019114$2,014,123$96,600$6,900iApproximate average salary by contribution assumption: employee only about $172,500 at 4% or $115,000 at 6%; with 50% employer match about $115,000 at 4% or $76,667 at 6%; with 100% employer match about $86,250 at 4% or $57,500 at 6%.
The Wharton Associates Inc. 401K Plan-14$2,014,123$96,600$6,900iApproximate average salary by contribution assumption: employee only about $172,500 at 4% or $115,000 at 6%; with 50% employer match about $115,000 at 4% or $76,667 at 6%; with 100% employer match about $86,250 at 4% or $57,500 at 6%.
2018113$1,765,629$87,855$6,758iApproximate average salary by contribution assumption: employee only about $168,952 at 4% or $112,635 at 6%; with 50% employer match about $112,635 at 4% or $75,090 at 6%; with 100% employer match about $84,476 at 4% or $56,317 at 6%.
The Wharton Associates Inc. 401K Plan-13$1,765,629$87,855$6,758iApproximate average salary by contribution assumption: employee only about $168,952 at 4% or $112,635 at 6%; with 50% employer match about $112,635 at 4% or $75,090 at 6%; with 100% employer match about $84,476 at 4% or $56,317 at 6%.
2017113$1,880,606$81,323$6,256iApproximate average salary by contribution assumption: employee only about $156,390 at 4% or $104,260 at 6%; with 50% employer match about $104,260 at 4% or $69,507 at 6%; with 100% employer match about $78,195 at 4% or $52,130 at 6%.
The Wharton Associates Inc. 401K Plan-13$1,880,606$81,323$6,256iApproximate average salary by contribution assumption: employee only about $156,390 at 4% or $104,260 at 6%; with 50% employer match about $104,260 at 4% or $69,507 at 6%; with 100% employer match about $78,195 at 4% or $52,130 at 6%.
2016113$1,601,276$106,307$8,177iApproximate average salary by contribution assumption: employee only about $204,437 at 4% or $136,291 at 6%; with 50% employer match about $136,291 at 4% or $90,861 at 6%; with 100% employer match about $102,218 at 4% or $68,146 at 6%.
The Wharton Associates Inc. 401K Plan-13$1,601,276$106,307$8,177iApproximate average salary by contribution assumption: employee only about $204,437 at 4% or $136,291 at 6%; with 50% employer match about $136,291 at 4% or $90,861 at 6%; with 100% employer match about $102,218 at 4% or $68,146 at 6%.
2015116$1,471,859$127,596$7,975iApproximate average salary by contribution assumption: employee only about $199,369 at 4% or $132,913 at 6%; with 50% employer match about $132,913 at 4% or $88,608 at 6%; with 100% employer match about $99,684 at 4% or $66,456 at 6%.
The Wharton Associates Inc. 401K Plan-16$1,471,859$127,596$7,975iApproximate average salary by contribution assumption: employee only about $199,369 at 4% or $132,913 at 6%; with 50% employer match about $132,913 at 4% or $88,608 at 6%; with 100% employer match about $99,684 at 4% or $66,456 at 6%.
2014112$1,415,807$183,706$15,309iApproximate average salary by contribution assumption: employee only about $382,721 at 4% or $255,147 at 6%; with 50% employer match about $255,147 at 4% or $170,098 at 6%; with 100% employer match about $191,360 at 4% or $127,574 at 6%.
The Wharton Associates Inc. 401K Plan-12$1,415,807$183,706$15,309iApproximate average salary by contribution assumption: employee only about $382,721 at 4% or $255,147 at 6%; with 50% employer match about $255,147 at 4% or $170,098 at 6%; with 100% employer match about $191,360 at 4% or $127,574 at 6%.
201318$1,210,849$63,679$7,960iApproximate average salary by contribution assumption: employee only about $198,997 at 4% or $132,665 at 6%; with 50% employer match about $132,665 at 4% or $88,443 at 6%; with 100% employer match about $99,498 at 4% or $66,332 at 6%.
The Wharton Associates Inc. 401K Plan-8$1,210,849$63,679$7,960iApproximate average salary by contribution assumption: employee only about $198,997 at 4% or $132,665 at 6%; with 50% employer match about $132,665 at 4% or $88,443 at 6%; with 100% employer match about $99,498 at 4% or $66,332 at 6%.
201216$1,001,365$103,284$17,214iApproximate average salary by contribution assumption: employee only about $430,350 at 4% or $286,900 at 6%; with 50% employer match about $286,900 at 4% or $191,267 at 6%; with 100% employer match about $215,175 at 4% or $143,450 at 6%.
The Wharton Associates Inc. 401K Plan-6$1,001,365$103,284$17,214iApproximate average salary by contribution assumption: employee only about $430,350 at 4% or $286,900 at 6%; with 50% employer match about $286,900 at 4% or $191,267 at 6%; with 100% employer match about $215,175 at 4% or $143,450 at 6%.
201117$981,491$94,342$13,477iApproximate average salary by contribution assumption: employee only about $336,936 at 4% or $224,624 at 6%; with 50% employer match about $224,624 at 4% or $149,749 at 6%; with 100% employer match about $168,468 at 4% or $112,312 at 6%.
The Wharton Associates Inc. 401K Plan-7$981,491$94,342$13,477iApproximate average salary by contribution assumption: employee only about $336,936 at 4% or $224,624 at 6%; with 50% employer match about $224,624 at 4% or $149,749 at 6%; with 100% employer match about $168,468 at 4% or $112,312 at 6%.
201018$922,507$78,710$9,839iApproximate average salary by contribution assumption: employee only about $245,969 at 4% or $163,979 at 6%; with 50% employer match about $163,979 at 4% or $109,319 at 6%; with 100% employer match about $122,984 at 4% or $81,990 at 6%.
The Wharton Associates Inc. 401K Plan-8$922,507$78,710$9,839iApproximate average salary by contribution assumption: employee only about $245,969 at 4% or $163,979 at 6%; with 50% employer match about $163,979 at 4% or $109,319 at 6%; with 100% employer match about $122,984 at 4% or $81,990 at 6%.
2009110$900,632$41,511$4,151iApproximate average salary by contribution assumption: employee only about $103,778 at 4% or $69,185 at 6%; with 50% employer match about $69,185 at 4% or $46,123 at 6%; with 100% employer match about $51,889 at 4% or $34,593 at 6%.
The Wharton Associates Inc. 401K Plan-10$900,632$41,511$4,151iApproximate average salary by contribution assumption: employee only about $103,778 at 4% or $69,185 at 6%; with 50% employer match about $69,185 at 4% or $46,123 at 6%; with 100% employer match about $51,889 at 4% or $34,593 at 6%.
200817$0$0-
The Wharton Associates Inc. 401K Plan-7---
200717$0$0-
The Wharton Associates Inc. 401K Plan-7---
200617$778,579$80,478$11,497iApproximate average salary by contribution assumption: employee only about $287,421 at 4% or $191,614 at 6%; with 50% employer match about $191,614 at 4% or $127,743 at 6%; with 100% employer match about $143,711 at 4% or $95,807 at 6%.
The Wharton Associates Inc. 401K Plan-7$778,579$80,478$11,497iApproximate average salary by contribution assumption: employee only about $287,421 at 4% or $191,614 at 6%; with 50% employer match about $191,614 at 4% or $127,743 at 6%; with 100% employer match about $143,711 at 4% or $95,807 at 6%.
200517$657,467$78,820$11,260iApproximate average salary by contribution assumption: employee only about $281,500 at 4% or $187,667 at 6%; with 50% employer match about $187,667 at 4% or $125,111 at 6%; with 100% employer match about $140,750 at 4% or $93,833 at 6%.
The Wharton Associates Inc. 401K Plan-7$657,467$78,820$11,260iApproximate average salary by contribution assumption: employee only about $281,500 at 4% or $187,667 at 6%; with 50% employer match about $187,667 at 4% or $125,111 at 6%; with 100% employer match about $140,750 at 4% or $93,833 at 6%.
200417$561,078$77,223$11,032iApproximate average salary by contribution assumption: employee only about $275,796 at 4% or $183,864 at 6%; with 50% employer match about $183,864 at 4% or $122,576 at 6%; with 100% employer match about $137,898 at 4% or $91,932 at 6%.
The Wharton Associates Inc. 401K Plan-7$561,078$77,223$11,032iApproximate average salary by contribution assumption: employee only about $275,796 at 4% or $183,864 at 6%; with 50% employer match about $183,864 at 4% or $122,576 at 6%; with 100% employer match about $137,898 at 4% or $91,932 at 6%.
200317$433,569$76,811$10,973iApproximate average salary by contribution assumption: employee only about $274,325 at 4% or $182,883 at 6%; with 50% employer match about $182,883 at 4% or $121,922 at 6%; with 100% employer match about $137,163 at 4% or $91,442 at 6%.
The Wharton Associates Inc. 401K Plan-7$433,569$76,811$10,973iApproximate average salary by contribution assumption: employee only about $274,325 at 4% or $182,883 at 6%; with 50% employer match about $182,883 at 4% or $121,922 at 6%; with 100% employer match about $137,163 at 4% or $91,442 at 6%.
200216$332,650$70,005$11,668iApproximate average salary by contribution assumption: employee only about $291,688 at 4% or $194,458 at 6%; with 50% employer match about $194,458 at 4% or $129,639 at 6%; with 100% employer match about $145,844 at 4% or $97,229 at 6%.
The Wharton Associates Inc. 401K Plan-6$332,650$70,005$11,668iApproximate average salary by contribution assumption: employee only about $291,688 at 4% or $194,458 at 6%; with 50% employer match about $194,458 at 4% or $129,639 at 6%; with 100% employer match about $145,844 at 4% or $97,229 at 6%.
200110$261,972$33,600-
The Wharton Associates Inc. 401K Plan-0$261,972$33,600-
200015$266,253$30,903$6,181iApproximate average salary by contribution assumption: employee only about $154,515 at 4% or $103,010 at 6%; with 50% employer match about $103,010 at 4% or $68,673 at 6%; with 100% employer match about $77,258 at 4% or $51,505 at 6%.
The Wharton Associates Inc. 401K Plan-5$266,253$30,903$6,181iApproximate average salary by contribution assumption: employee only about $154,515 at 4% or $103,010 at 6%; with 50% employer match about $103,010 at 4% or $68,673 at 6%; with 100% employer match about $77,258 at 4% or $51,505 at 6%.
199915$263,081$28,361$5,672iApproximate average salary by contribution assumption: employee only about $141,805 at 4% or $94,537 at 6%; with 50% employer match about $94,537 at 4% or $63,024 at 6%; with 100% employer match about $70,903 at 4% or $47,268 at 6%.
The Wharton Associates Inc. 401K Plan-5$263,081$28,361$5,672iApproximate average salary by contribution assumption: employee only about $141,805 at 4% or $94,537 at 6%; with 50% employer match about $94,537 at 4% or $63,024 at 6%; with 100% employer match about $70,903 at 4% or $47,268 at 6%.