Siegel & Wolensky LLP
Plan context: Siegel & Wolensky LLP 401(K) Profit Sharing Plan
EIN 16-1645718 • Vista, CA • 18 filings • 5 plans
Current Snapshot
Latest Year
2016
2016 Participants
7
2016 Assets
$749,454
2016 Contributions
$31,886
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 |
|---|---|---|---|---|---|
| 2016 | 1 | 0 | $0 | $31,886 | - |
| Siegel & Wolensky LLP 401(K) Profit Sharing Plan | - | 0 | $0 | $31,886 | - |
| 2015 | 1 | 7 | $749,454 | $58,831 | $8,404iApproximate average salary by contribution assumption: employee only about $210,111 at 4% or $140,074 at 6%; with 50% employer match about $140,074 at 4% or $93,383 at 6%; with 100% employer match about $105,055 at 4% or $70,037 at 6%. |
| Siegel & Wolensky LLP 401(K) Profit Sharing Plan | - | 7 | $749,454 | $58,831 | $8,404iApproximate average salary by contribution assumption: employee only about $210,111 at 4% or $140,074 at 6%; with 50% employer match about $140,074 at 4% or $93,383 at 6%; with 100% employer match about $105,055 at 4% or $70,037 at 6%. |
| 2014 | 1 | 7 | $719,323 | $65,421 | $9,346iApproximate average salary by contribution assumption: employee only about $233,646 at 4% or $155,764 at 6%; with 50% employer match about $155,764 at 4% or $103,843 at 6%; with 100% employer match about $116,823 at 4% or $77,882 at 6%. |
| Siegel & Wolensky LLP 401(K) Profit Sharing Plan | - | 7 | $719,323 | $65,421 | $9,346iApproximate average salary by contribution assumption: employee only about $233,646 at 4% or $155,764 at 6%; with 50% employer match about $155,764 at 4% or $103,843 at 6%; with 100% employer match about $116,823 at 4% or $77,882 at 6%. |
| 2013 | 1 | 8 | $951,695 | $130,246 | $16,281iApproximate average salary by contribution assumption: employee only about $407,019 at 4% or $271,346 at 6%; with 50% employer match about $271,346 at 4% or $180,897 at 6%; with 100% employer match about $203,509 at 4% or $135,673 at 6%. |
| Siegel & Wolensky LLP 401(K) Profit Sharing Plan | - | 8 | $951,695 | $130,246 | $16,281iApproximate average salary by contribution assumption: employee only about $407,019 at 4% or $271,346 at 6%; with 50% employer match about $271,346 at 4% or $180,897 at 6%; with 100% employer match about $203,509 at 4% or $135,673 at 6%. |
| 2012 | 1 | 8 | $777,490 | $126,063 | $15,758iApproximate average salary by contribution assumption: employee only about $393,947 at 4% or $262,631 at 6%; with 50% employer match about $262,631 at 4% or $175,088 at 6%; with 100% employer match about $196,973 at 4% or $131,316 at 6%. |
| Siegel & Wolensky LLP 401(K) Profit Sharing Plan | - | 8 | $777,490 | $126,063 | $15,758iApproximate average salary by contribution assumption: employee only about $393,947 at 4% or $262,631 at 6%; with 50% employer match about $262,631 at 4% or $175,088 at 6%; with 100% employer match about $196,973 at 4% or $131,316 at 6%. |
| 2011 | 1 | 8 | $697,824 | $125,860 | $15,733iApproximate average salary by contribution assumption: employee only about $393,313 at 4% or $262,208 at 6%; with 50% employer match about $262,208 at 4% or $174,806 at 6%; with 100% employer match about $196,656 at 4% or $131,104 at 6%. |
| Siegel & Wolensky LLP 401(K) Profit Sharing Plan | - | 8 | $697,824 | $125,860 | $15,733iApproximate average salary by contribution assumption: employee only about $393,313 at 4% or $262,208 at 6%; with 50% employer match about $262,208 at 4% or $174,806 at 6%; with 100% employer match about $196,656 at 4% or $131,104 at 6%. |
| 2010 | 1 | 8 | $587,818 | $80,761 | $10,095iApproximate average salary by contribution assumption: employee only about $252,378 at 4% or $168,252 at 6%; with 50% employer match about $168,252 at 4% or $112,168 at 6%; with 100% employer match about $126,189 at 4% or $84,126 at 6%. |
| Siegel & Wolensky LLP 401(K) Profit Sharing Plan | - | 8 | $587,818 | $80,761 | $10,095iApproximate average salary by contribution assumption: employee only about $252,378 at 4% or $168,252 at 6%; with 50% employer match about $168,252 at 4% or $112,168 at 6%; with 100% employer match about $126,189 at 4% or $84,126 at 6%. |
| 2009 | 1 | 8 | $479,366 | $64,905 | $8,113iApproximate average salary by contribution assumption: employee only about $202,828 at 4% or $135,219 at 6%; with 50% employer match about $135,219 at 4% or $90,146 at 6%; with 100% employer match about $101,414 at 4% or $67,609 at 6%. |
| Siegel & Wolensky LLP 401(K) Profit Sharing Plan | - | 8 | $479,366 | $64,905 | $8,113iApproximate average salary by contribution assumption: employee only about $202,828 at 4% or $135,219 at 6%; with 50% employer match about $135,219 at 4% or $90,146 at 6%; with 100% employer match about $101,414 at 4% or $67,609 at 6%. |
| 2008 | 2 | 7 | $568,229 | $64,317 | $9,188iApproximate average salary by contribution assumption: employee only about $229,704 at 4% or $153,136 at 6%; with 50% employer match about $153,136 at 4% or $102,090 at 6%; with 100% employer match about $114,852 at 4% or $76,568 at 6%. |
| Siegel & Wolensky LLP 401(K) Profit Sharing Plan | - | 7 | $367,358 | $64,317 | $9,188iApproximate average salary by contribution assumption: employee only about $229,704 at 4% or $153,136 at 6%; with 50% employer match about $153,136 at 4% or $102,090 at 6%; with 100% employer match about $114,852 at 4% or $76,568 at 6%. |
| Siegel & Wolensky LLP Money Purchase Pension Plan I | - | 2 | $200,871 | - | - |
| 2007 | 2 | 7 | $264,568 | $0 | - |
| Siegel & Wolensky LLP Money Purchase Pension Plan I | - | 2 | $264,568 | - | - |
| Siegel & Wolensky LLP 401(K) Profit Sharing Plan | - | 7 | - | - | - |
| 2006 | 2 | 7 | $586,525 | $101,023 | $14,432iApproximate average salary by contribution assumption: employee only about $360,796 at 4% or $240,531 at 6%; with 50% employer match about $240,531 at 4% or $160,354 at 6%; with 100% employer match about $180,398 at 4% or $120,265 at 6%. |
| Siegel & Wolensky LLP 401(K) Profit Sharing Plan | - | 7 | $346,872 | $101,023 | $14,432iApproximate average salary by contribution assumption: employee only about $360,796 at 4% or $240,531 at 6%; with 50% employer match about $240,531 at 4% or $160,354 at 6%; with 100% employer match about $180,398 at 4% or $120,265 at 6%. |
| Siegel & Wolensky LLP Money Purchase Pension Plan I | - | 2 | $239,653 | - | - |
| 2005 | 1 | 2 | $210,319 | $0 | - |
| Siegel & Wolensky LLP Money Purchase Pension Plan I | - | 2 | $210,319 | - | - |
| 2004 | 2 | 6 | $295,584 | $231,153 | $38,526iApproximate average salary by contribution assumption: employee only about $963,138 at 4% or $642,092 at 6%; with 50% employer match about $642,092 at 4% or $428,061 at 6%; with 100% employer match about $481,569 at 4% or $321,046 at 6%. |
| Siegel & Wolensky LLP Money Purchase Pension Plan I | - | 2 | $198,214 | $198,383 | $99,192iApproximate average salary by contribution assumption: employee only about $2,479,788 at 4% or $1,653,192 at 6%; with 50% employer match about $1,653,192 at 4% or $1,102,128 at 6%; with 100% employer match about $1,239,894 at 4% or $826,596 at 6%. |
| Siegel & Wolensky LLP 401(K) Profit Sharing Plan | - | 6 | $97,370 | $32,770 | $5,462iApproximate average salary by contribution assumption: employee only about $136,542 at 4% or $91,028 at 6%; with 50% employer match about $91,028 at 4% or $60,685 at 6%; with 100% employer match about $68,271 at 4% or $45,514 at 6%. |
| 2003 | 1 | 6 | $0 | $0 | - |
| Siegel & Wolensky LLP 401(K) Profit Sharing Plan | - | 6 | - | - | - |