Civic Intelligence

Hadley a. Weinberg

Plan context: Hadley a. Weinberg, Cfp 401(K) Plan

EIN 16-1254434 • Jamestown, NY • 32 filings • 6 plans

35 Harrison St.Jamestown, NY 14701
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$6,580,519

2024 Contributions

$349,345

Historical Graphs

Total Assets Over Time

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

$6,580,519$3,290,260$0200220132024YearValue
$6,580,519Latest year 2024

Participants Over Time

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

740200020122024YearValue
7Latest 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
202427$6,580,519$349,345$49,906iApproximate average salary by contribution assumption: employee only about $1,247,661 at 4% or $831,774 at 6%; with 50% employer match about $831,774 at 4% or $554,516 at 6%; with 100% employer match about $623,830 at 4% or $415,887 at 6%.
Hadley a. Weinberg, Cfp 401(K) Plan-7$3,929,070$99,345$14,192iApproximate average salary by contribution assumption: employee only about $354,804 at 4% or $236,536 at 6%; with 50% employer match about $236,536 at 4% or $157,690 at 6%; with 100% employer match about $177,402 at 4% or $118,268 at 6%.
Hadley a. Weinberg Cfp Defined Benefit Plan-6$2,651,449$250,000$41,667iApproximate average salary by contribution assumption: employee only about $1,041,667 at 4% or $694,444 at 6%; with 50% employer match about $694,444 at 4% or $462,963 at 6%; with 100% employer match about $520,833 at 4% or $347,222 at 6%.
202326$5,267,062$283,530$47,255iApproximate average salary by contribution assumption: employee only about $1,181,375 at 4% or $787,583 at 6%; with 50% employer match about $787,583 at 4% or $525,056 at 6%; with 100% employer match about $590,688 at 4% or $393,792 at 6%.
Hadley a. Weinberg, Cfp 401(K) Plan-6$3,348,423$85,993$14,332iApproximate average salary by contribution assumption: employee only about $358,304 at 4% or $238,869 at 6%; with 50% employer match about $238,869 at 4% or $159,246 at 6%; with 100% employer match about $179,152 at 4% or $119,435 at 6%.
Hadley a. Weinberg Cfp Defined Benefit Plan-5$1,918,639$197,537$39,507iApproximate average salary by contribution assumption: employee only about $987,685 at 4% or $658,457 at 6%; with 50% employer match about $658,457 at 4% or $438,971 at 6%; with 100% employer match about $493,843 at 4% or $329,228 at 6%.
202226$4,120,169$585,371$97,562iApproximate average salary by contribution assumption: employee only about $2,439,046 at 4% or $1,626,031 at 6%; with 50% employer match about $1,626,031 at 4% or $1,084,020 at 6%; with 100% employer match about $1,219,523 at 4% or $813,015 at 6%.
Hadley a. Weinberg, Cfp 401(K) Plan-6$2,715,347$85,371$14,229iApproximate average salary by contribution assumption: employee only about $355,713 at 4% or $237,142 at 6%; with 50% employer match about $237,142 at 4% or $158,094 at 6%; with 100% employer match about $177,856 at 4% or $118,571 at 6%.
Hadley a. Weinberg Cfp Defined Benefit Plan-5$1,404,822$500,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
202126$4,400,846$123,748$20,625iApproximate average salary by contribution assumption: employee only about $515,617 at 4% or $343,744 at 6%; with 50% employer match about $343,744 at 4% or $229,163 at 6%; with 100% employer match about $257,808 at 4% or $171,872 at 6%.
Hadley a. Weinberg, Cfp 401(K) Plan-6$3,209,019$73,748$12,291iApproximate average salary by contribution assumption: employee only about $307,283 at 4% or $204,856 at 6%; with 50% employer match about $204,856 at 4% or $136,570 at 6%; with 100% employer match about $153,642 at 4% or $102,428 at 6%.
Hadley a. Weinberg Cfp Defined Benefit Plan-5$1,191,827$50,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
202025$3,734,891$346,048$69,210iApproximate average salary by contribution assumption: employee only about $1,730,240 at 4% or $1,153,493 at 6%; with 50% employer match about $1,153,493 at 4% or $768,996 at 6%; with 100% employer match about $865,120 at 4% or $576,747 at 6%.
Hadley a. Weinberg, Cfp 401(K) Plan-5$2,711,141$56,048$11,210iApproximate average salary by contribution assumption: employee only about $280,240 at 4% or $186,827 at 6%; with 50% employer match about $186,827 at 4% or $124,551 at 6%; with 100% employer match about $140,120 at 4% or $93,413 at 6%.
Hadley a. Weinberg Cfp Defined Benefit Plan-5$1,023,750$290,000$58,000iApproximate average salary by contribution assumption: employee only about $1,450,000 at 4% or $966,667 at 6%; with 50% employer match about $966,667 at 4% or $644,444 at 6%; with 100% employer match about $725,000 at 4% or $483,333 at 6%.
201925$3,145,908$304,534$60,907iApproximate average salary by contribution assumption: employee only about $1,522,670 at 4% or $1,015,113 at 6%; with 50% employer match about $1,015,113 at 4% or $676,742 at 6%; with 100% employer match about $761,335 at 4% or $507,557 at 6%.
Hadley a. Weinberg, Cfp 401(K) Plan-5$2,630,802$54,534$10,907iApproximate average salary by contribution assumption: employee only about $272,670 at 4% or $181,780 at 6%; with 50% employer match about $181,780 at 4% or $121,187 at 6%; with 100% employer match about $136,335 at 4% or $90,890 at 6%.
Hadley a. Weinberg Cfp Defined Benefit Plan-4$515,106$250,000$62,500iApproximate average salary by contribution assumption: employee only about $1,562,500 at 4% or $1,041,667 at 6%; with 50% employer match about $1,041,667 at 4% or $694,444 at 6%; with 100% employer match about $781,250 at 4% or $520,833 at 6%.
201825$2,360,441$289,838$57,968iApproximate average salary by contribution assumption: employee only about $1,449,190 at 4% or $966,127 at 6%; with 50% employer match about $966,127 at 4% or $644,084 at 6%; with 100% employer match about $724,595 at 4% or $483,063 at 6%.
Hadley a. Weinberg, Cfp 401(K) Plan-5$2,123,259$52,656$10,531iApproximate average salary by contribution assumption: employee only about $263,280 at 4% or $175,520 at 6%; with 50% employer match about $175,520 at 4% or $117,013 at 6%; with 100% employer match about $131,640 at 4% or $87,760 at 6%.
Hadley a. Weinberg Cfp Defined Benefit Plan-4$237,182$237,182$59,296iApproximate average salary by contribution assumption: employee only about $1,482,388 at 4% or $988,258 at 6%; with 50% employer match about $988,258 at 4% or $658,839 at 6%; with 100% employer match about $741,194 at 4% or $494,129 at 6%.
201714$2,177,660$73,843$18,461iApproximate average salary by contribution assumption: employee only about $461,519 at 4% or $307,679 at 6%; with 50% employer match about $307,679 at 4% or $205,119 at 6%; with 100% employer match about $230,759 at 4% or $153,840 at 6%.
Hadley a. Weinberg, Cfp 401(K) Plan-4$2,177,660$73,843$18,461iApproximate average salary by contribution assumption: employee only about $461,519 at 4% or $307,679 at 6%; with 50% employer match about $307,679 at 4% or $205,119 at 6%; with 100% employer match about $230,759 at 4% or $153,840 at 6%.
201614$1,915,340$68,481$17,120iApproximate average salary by contribution assumption: employee only about $428,006 at 4% or $285,338 at 6%; with 50% employer match about $285,338 at 4% or $190,225 at 6%; with 100% employer match about $214,003 at 4% or $142,669 at 6%.
Hadley a. Weinberg, Cfp 401(K) Plan-4$1,915,340$68,481$17,120iApproximate average salary by contribution assumption: employee only about $428,006 at 4% or $285,338 at 6%; with 50% employer match about $285,338 at 4% or $190,225 at 6%; with 100% employer match about $214,003 at 4% or $142,669 at 6%.
201513$1,682,355$67,928$22,643iApproximate average salary by contribution assumption: employee only about $566,067 at 4% or $377,378 at 6%; with 50% employer match about $377,378 at 4% or $251,585 at 6%; with 100% employer match about $283,033 at 4% or $188,689 at 6%.
Hadley a. Weinberg, Cfp 401(K) Plan-3$1,682,355$67,928$22,643iApproximate average salary by contribution assumption: employee only about $566,067 at 4% or $377,378 at 6%; with 50% employer match about $377,378 at 4% or $251,585 at 6%; with 100% employer match about $283,033 at 4% or $188,689 at 6%.
201414$1,615,912$66,337$16,584iApproximate average salary by contribution assumption: employee only about $414,606 at 4% or $276,404 at 6%; with 50% employer match about $276,404 at 4% or $184,269 at 6%; with 100% employer match about $207,303 at 4% or $138,202 at 6%.
Hadley a. Weinberg, Cfp 401(K) Plan-4$1,615,912$66,337$16,584iApproximate average salary by contribution assumption: employee only about $414,606 at 4% or $276,404 at 6%; with 50% employer match about $276,404 at 4% or $184,269 at 6%; with 100% employer match about $207,303 at 4% or $138,202 at 6%.
201314$1,476,752$68,412$17,103iApproximate average salary by contribution assumption: employee only about $427,575 at 4% or $285,050 at 6%; with 50% employer match about $285,050 at 4% or $190,033 at 6%; with 100% employer match about $213,788 at 4% or $142,525 at 6%.
Hadley a. Weinberg, Cfp 401(K) Plan-4$1,476,752$68,412$17,103iApproximate average salary by contribution assumption: employee only about $427,575 at 4% or $285,050 at 6%; with 50% employer match about $285,050 at 4% or $190,033 at 6%; with 100% employer match about $213,788 at 4% or $142,525 at 6%.
201214$1,202,158$106,361$26,590iApproximate average salary by contribution assumption: employee only about $664,756 at 4% or $443,171 at 6%; with 50% employer match about $443,171 at 4% or $295,447 at 6%; with 100% employer match about $332,378 at 4% or $221,585 at 6%.
Hadley a. Weinberg, Cfp 401(K) Plan-4$1,202,158$106,361$26,590iApproximate average salary by contribution assumption: employee only about $664,756 at 4% or $443,171 at 6%; with 50% employer match about $443,171 at 4% or $295,447 at 6%; with 100% employer match about $332,378 at 4% or $221,585 at 6%.
201113$1,024,289$62,225$20,742iApproximate average salary by contribution assumption: employee only about $518,542 at 4% or $345,694 at 6%; with 50% employer match about $345,694 at 4% or $230,463 at 6%; with 100% employer match about $259,271 at 4% or $172,847 at 6%.
Hadley a. Weinberg, Cfp 401(K) Plan-3$1,024,289$62,225$20,742iApproximate average salary by contribution assumption: employee only about $518,542 at 4% or $345,694 at 6%; with 50% employer match about $345,694 at 4% or $230,463 at 6%; with 100% employer match about $259,271 at 4% or $172,847 at 6%.
201014$1,017,389$89,862$22,466iApproximate average salary by contribution assumption: employee only about $561,638 at 4% or $374,425 at 6%; with 50% employer match about $374,425 at 4% or $249,617 at 6%; with 100% employer match about $280,819 at 4% or $187,213 at 6%.
Hadley a. Weinberg, Cfp 401(K) Plan-4$1,017,389$89,862$22,466iApproximate average salary by contribution assumption: employee only about $561,638 at 4% or $374,425 at 6%; with 50% employer match about $374,425 at 4% or $249,617 at 6%; with 100% employer match about $280,819 at 4% or $187,213 at 6%.
200914$801,057$141,998$35,500iApproximate average salary by contribution assumption: employee only about $887,488 at 4% or $591,658 at 6%; with 50% employer match about $591,658 at 4% or $394,439 at 6%; with 100% employer match about $443,744 at 4% or $295,829 at 6%.
Hadley a. Weinberg, Cfp 401(K) Plan-4$801,057$141,998$35,500iApproximate average salary by contribution assumption: employee only about $887,488 at 4% or $591,658 at 6%; with 50% employer match about $591,658 at 4% or $394,439 at 6%; with 100% employer match about $443,744 at 4% or $295,829 at 6%.
200814$485,303$54,758$13,690iApproximate average salary by contribution assumption: employee only about $342,238 at 4% or $228,158 at 6%; with 50% employer match about $228,158 at 4% or $152,106 at 6%; with 100% employer match about $171,119 at 4% or $114,079 at 6%.
Hadley a. Weinberg, Cfp 401(K) Plan-4$485,303$54,758$13,690iApproximate average salary by contribution assumption: employee only about $342,238 at 4% or $228,158 at 6%; with 50% employer match about $228,158 at 4% or $152,106 at 6%; with 100% employer match about $171,119 at 4% or $114,079 at 6%.
200714$709,214$53,178$13,295iApproximate average salary by contribution assumption: employee only about $332,363 at 4% or $221,575 at 6%; with 50% employer match about $221,575 at 4% or $147,717 at 6%; with 100% employer match about $166,181 at 4% or $110,788 at 6%.
Hadley a. Weinberg, Cfp 401(K) Plan-4$709,214$53,178$13,295iApproximate average salary by contribution assumption: employee only about $332,363 at 4% or $221,575 at 6%; with 50% employer match about $221,575 at 4% or $147,717 at 6%; with 100% employer match about $166,181 at 4% or $110,788 at 6%.
200614$608,627$209,003$52,251iApproximate average salary by contribution assumption: employee only about $1,306,269 at 4% or $870,846 at 6%; with 50% employer match about $870,846 at 4% or $580,564 at 6%; with 100% employer match about $653,134 at 4% or $435,423 at 6%.
Hadley a. Weinberg, Cfp 401(K) Plan-4$608,627$209,003$52,251iApproximate average salary by contribution assumption: employee only about $1,306,269 at 4% or $870,846 at 6%; with 50% employer match about $870,846 at 4% or $580,564 at 6%; with 100% employer match about $653,134 at 4% or $435,423 at 6%.
200513$324,781$46,766$15,589iApproximate average salary by contribution assumption: employee only about $389,717 at 4% or $259,811 at 6%; with 50% employer match about $259,811 at 4% or $173,207 at 6%; with 100% employer match about $194,858 at 4% or $129,906 at 6%.
Hadley a. Weinberg, Cfp 401(K) Plan-3$324,781$46,766$15,589iApproximate average salary by contribution assumption: employee only about $389,717 at 4% or $259,811 at 6%; with 50% employer match about $259,811 at 4% or $173,207 at 6%; with 100% employer match about $194,858 at 4% or $129,906 at 6%.
200413$258,101$62,789$20,930iApproximate average salary by contribution assumption: employee only about $523,242 at 4% or $348,828 at 6%; with 50% employer match about $348,828 at 4% or $232,552 at 6%; with 100% employer match about $261,621 at 4% or $174,414 at 6%.
Hadley a. Weinberg, Cfp 401(K) Plan-3$258,101$62,789$20,930iApproximate average salary by contribution assumption: employee only about $523,242 at 4% or $348,828 at 6%; with 50% employer match about $348,828 at 4% or $232,552 at 6%; with 100% employer match about $261,621 at 4% or $174,414 at 6%.
200313$161,367$27,605$9,202iApproximate average salary by contribution assumption: employee only about $230,042 at 4% or $153,361 at 6%; with 50% employer match about $153,361 at 4% or $102,241 at 6%; with 100% employer match about $115,021 at 4% or $76,681 at 6%.
Hadley a. Weinberg, Cfp 401(K) Plan-3$161,367$27,605$9,202iApproximate average salary by contribution assumption: employee only about $230,042 at 4% or $153,361 at 6%; with 50% employer match about $153,361 at 4% or $102,241 at 6%; with 100% employer match about $115,021 at 4% or $76,681 at 6%.
200213$97,079$30,050$10,017iApproximate average salary by contribution assumption: employee only about $250,417 at 4% or $166,944 at 6%; with 50% employer match about $166,944 at 4% or $111,296 at 6%; with 100% employer match about $125,208 at 4% or $83,472 at 6%.
Hadley a. Weinberg, Cfp 401(K) Plan-3$97,079$30,050$10,017iApproximate average salary by contribution assumption: employee only about $250,417 at 4% or $166,944 at 6%; with 50% employer match about $166,944 at 4% or $111,296 at 6%; with 100% employer match about $125,208 at 4% or $83,472 at 6%.
200112$0$0-
Hadley a. Weinberg, Cfp 401(K) Plan-2---
200013$0$0-
Hadley a. Weinberg, Cfp 401(K) Plan-3---