Civic Intelligence

Welz & Weisel

Plan context: Welz & Weisel 401K Plan

EIN 20-0693528 • Mclean, VA • 16 filings • 1 plans

8200 Greensboro Drive, Suite 1450Mclean, VA 22102
Current Snapshot

Latest Year

2021

2021 Participants

19

2021 Assets

$3,032,696

2021 Contributions

$144,841

Historical Graphs

Total Assets Over Time

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

$3,032,696$1,516,348$0200620142021YearValue
$3,032,696Latest year 2021

Participants Over Time

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

28140200620142021YearValue
19Latest year 2021

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
2021119$3,032,696$144,841$7,623iApproximate average salary by contribution assumption: employee only about $190,580 at 4% or $127,054 at 6%; with 50% employer match about $127,054 at 4% or $84,702 at 6%; with 100% employer match about $95,290 at 4% or $63,527 at 6%.
Welz & Weisel 401K Plan-19$3,032,696$144,841$7,623iApproximate average salary by contribution assumption: employee only about $190,580 at 4% or $127,054 at 6%; with 50% employer match about $127,054 at 4% or $84,702 at 6%; with 100% employer match about $95,290 at 4% or $63,527 at 6%.
2020128$2,571,869$164,792$5,885iApproximate average salary by contribution assumption: employee only about $147,136 at 4% or $98,090 at 6%; with 50% employer match about $98,090 at 4% or $65,394 at 6%; with 100% employer match about $73,568 at 4% or $49,045 at 6%.
Welz & Weisel 401K Plan-28$2,571,869$164,792$5,885iApproximate average salary by contribution assumption: employee only about $147,136 at 4% or $98,090 at 6%; with 50% employer match about $98,090 at 4% or $65,394 at 6%; with 100% employer match about $73,568 at 4% or $49,045 at 6%.
2019125$2,322,362$115,787$4,631iApproximate average salary by contribution assumption: employee only about $115,787 at 4% or $77,191 at 6%; with 50% employer match about $77,191 at 4% or $51,461 at 6%; with 100% employer match about $57,893 at 4% or $38,596 at 6%.
Welz & Weisel 401K Plan-25$2,322,362$115,787$4,631iApproximate average salary by contribution assumption: employee only about $115,787 at 4% or $77,191 at 6%; with 50% employer match about $77,191 at 4% or $51,461 at 6%; with 100% employer match about $57,893 at 4% or $38,596 at 6%.
2018123$1,815,712$120,242$5,228iApproximate average salary by contribution assumption: employee only about $130,698 at 4% or $87,132 at 6%; with 50% employer match about $87,132 at 4% or $58,088 at 6%; with 100% employer match about $65,349 at 4% or $43,566 at 6%.
Welz & Weisel 401K Plan-23$1,815,712$120,242$5,228iApproximate average salary by contribution assumption: employee only about $130,698 at 4% or $87,132 at 6%; with 50% employer match about $87,132 at 4% or $58,088 at 6%; with 100% employer match about $65,349 at 4% or $43,566 at 6%.
2017123$1,843,297$109,925$4,779iApproximate average salary by contribution assumption: employee only about $119,484 at 4% or $79,656 at 6%; with 50% employer match about $79,656 at 4% or $53,104 at 6%; with 100% employer match about $59,742 at 4% or $39,828 at 6%.
Welz & Weisel 401K Plan-23$1,843,297$109,925$4,779iApproximate average salary by contribution assumption: employee only about $119,484 at 4% or $79,656 at 6%; with 50% employer match about $79,656 at 4% or $53,104 at 6%; with 100% employer match about $59,742 at 4% or $39,828 at 6%.
2016127$1,602,288$255,160$9,450iApproximate average salary by contribution assumption: employee only about $236,259 at 4% or $157,506 at 6%; with 50% employer match about $157,506 at 4% or $105,004 at 6%; with 100% employer match about $118,130 at 4% or $78,753 at 6%.
Welz & Weisel 401K Plan-27$1,602,288$255,160$9,450iApproximate average salary by contribution assumption: employee only about $236,259 at 4% or $157,506 at 6%; with 50% employer match about $157,506 at 4% or $105,004 at 6%; with 100% employer match about $118,130 at 4% or $78,753 at 6%.
201511$1,265,321$146,838$146,838iApproximate average salary by contribution assumption: employee only about $3,670,950 at 4% or $2,447,300 at 6%; with 50% employer match about $2,447,300 at 4% or $1,631,533 at 6%; with 100% employer match about $1,835,475 at 4% or $1,223,650 at 6%.
Welz & Weisel 401K Plan-1$1,265,321$146,838$146,838iApproximate average salary by contribution assumption: employee only about $3,670,950 at 4% or $2,447,300 at 6%; with 50% employer match about $2,447,300 at 4% or $1,631,533 at 6%; with 100% employer match about $1,835,475 at 4% or $1,223,650 at 6%.
2014117$1,174,232$117,590$6,917iApproximate average salary by contribution assumption: employee only about $172,926 at 4% or $115,284 at 6%; with 50% employer match about $115,284 at 4% or $76,856 at 6%; with 100% employer match about $86,463 at 4% or $57,642 at 6%.
Welz & Weisel 401K Plan-17$1,174,232$117,590$6,917iApproximate average salary by contribution assumption: employee only about $172,926 at 4% or $115,284 at 6%; with 50% employer match about $115,284 at 4% or $76,856 at 6%; with 100% employer match about $86,463 at 4% or $57,642 at 6%.
2013113$995,477$112,711$8,670iApproximate average salary by contribution assumption: employee only about $216,752 at 4% or $144,501 at 6%; with 50% employer match about $144,501 at 4% or $96,334 at 6%; with 100% employer match about $108,376 at 4% or $72,251 at 6%.
Welz & Weisel 401K Plan-13$995,477$112,711$8,670iApproximate average salary by contribution assumption: employee only about $216,752 at 4% or $144,501 at 6%; with 50% employer match about $144,501 at 4% or $96,334 at 6%; with 100% employer match about $108,376 at 4% or $72,251 at 6%.
2012111$772,316$92,623$8,420iApproximate average salary by contribution assumption: employee only about $210,507 at 4% or $140,338 at 6%; with 50% employer match about $140,338 at 4% or $93,559 at 6%; with 100% employer match about $105,253 at 4% or $70,169 at 6%.
Welz & Weisel 401K Plan-11$772,316$92,623$8,420iApproximate average salary by contribution assumption: employee only about $210,507 at 4% or $140,338 at 6%; with 50% employer match about $140,338 at 4% or $93,559 at 6%; with 100% employer match about $105,253 at 4% or $70,169 at 6%.
2011117$618,122$71,520$4,207iApproximate average salary by contribution assumption: employee only about $105,176 at 4% or $70,118 at 6%; with 50% employer match about $70,118 at 4% or $46,745 at 6%; with 100% employer match about $52,588 at 4% or $35,059 at 6%.
Welz & Weisel 401K Plan-17$618,122$71,520$4,207iApproximate average salary by contribution assumption: employee only about $105,176 at 4% or $70,118 at 6%; with 50% employer match about $70,118 at 4% or $46,745 at 6%; with 100% employer match about $52,588 at 4% or $35,059 at 6%.
2010115$565,382$58,260$3,884iApproximate average salary by contribution assumption: employee only about $97,100 at 4% or $64,733 at 6%; with 50% employer match about $64,733 at 4% or $43,156 at 6%; with 100% employer match about $48,550 at 4% or $32,367 at 6%.
Welz & Weisel 401K Plan-15$565,382$58,260$3,884iApproximate average salary by contribution assumption: employee only about $97,100 at 4% or $64,733 at 6%; with 50% employer match about $64,733 at 4% or $43,156 at 6%; with 100% employer match about $48,550 at 4% or $32,367 at 6%.
2009111$492,756$74,370$6,761iApproximate average salary by contribution assumption: employee only about $169,023 at 4% or $112,682 at 6%; with 50% employer match about $112,682 at 4% or $75,121 at 6%; with 100% employer match about $84,511 at 4% or $56,341 at 6%.
Welz & Weisel 401K Plan-11$492,756$74,370$6,761iApproximate average salary by contribution assumption: employee only about $169,023 at 4% or $112,682 at 6%; with 50% employer match about $112,682 at 4% or $75,121 at 6%; with 100% employer match about $84,511 at 4% or $56,341 at 6%.
2008110$320,291$54,336$5,434iApproximate average salary by contribution assumption: employee only about $135,840 at 4% or $90,560 at 6%; with 50% employer match about $90,560 at 4% or $60,373 at 6%; with 100% employer match about $67,920 at 4% or $45,280 at 6%.
Welz & Weisel 401K Plan-10$320,291$54,336$5,434iApproximate average salary by contribution assumption: employee only about $135,840 at 4% or $90,560 at 6%; with 50% employer match about $90,560 at 4% or $60,373 at 6%; with 100% employer match about $67,920 at 4% or $45,280 at 6%.
2007111$0$0-
Welz & Weisel 401K Plan-11---
200617$320,457$221,243$31,606iApproximate average salary by contribution assumption: employee only about $790,154 at 4% or $526,769 at 6%; with 50% employer match about $526,769 at 4% or $351,179 at 6%; with 100% employer match about $395,077 at 4% or $263,385 at 6%.
Welz & Weisel 401K Plan-7$320,457$221,243$31,606iApproximate average salary by contribution assumption: employee only about $790,154 at 4% or $526,769 at 6%; with 50% employer match about $526,769 at 4% or $351,179 at 6%; with 100% employer match about $395,077 at 4% or $263,385 at 6%.