Civic Intelligence

Werfel & Werfel PLLC

Plan context: Werfel & Werfel PLLC 401(K) Profit Sharing Plan and Trust

EIN 20-4190332 • Smithtown, NY • 21 filings • 4 plans

496 Smithtown Bypass, Suite 301Smithtown, NY 11787
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$885,745

2024 Contributions

$46,000

Historical Graphs

Total Assets Over Time

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

$2,588,310$1,294,155$0201220182024YearValue
$885,745Latest year 2024

Participants Over Time

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

530201220182024YearValue
3Latest 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
202413$885,745$46,000$15,333iApproximate average salary by contribution assumption: employee only about $383,333 at 4% or $255,556 at 6%; with 50% employer match about $255,556 at 4% or $170,370 at 6%; with 100% employer match about $191,667 at 4% or $127,778 at 6%.
Werfel & Werfel PLLC 401(K) Profit Sharing Plan and Trust-3$885,745$46,000$15,333iApproximate average salary by contribution assumption: employee only about $383,333 at 4% or $255,556 at 6%; with 50% employer match about $255,556 at 4% or $170,370 at 6%; with 100% employer match about $191,667 at 4% or $127,778 at 6%.
202313$747,104$45,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Werfel & Werfel PLLC 401(K) Profit Sharing Plan and Trust-3$747,104$45,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
202213$597,947$41,000$13,667iApproximate average salary by contribution assumption: employee only about $341,667 at 4% or $227,778 at 6%; with 50% employer match about $227,778 at 4% or $151,852 at 6%; with 100% employer match about $170,833 at 4% or $113,889 at 6%.
Werfel & Werfel PLLC 401(K) Profit Sharing Plan and Trust-3$597,947$41,000$13,667iApproximate average salary by contribution assumption: employee only about $341,667 at 4% or $227,778 at 6%; with 50% employer match about $227,778 at 4% or $151,852 at 6%; with 100% employer match about $170,833 at 4% or $113,889 at 6%.
202115$1,339,649$39,000$7,800iApproximate average salary by contribution assumption: employee only about $195,000 at 4% or $130,000 at 6%; with 50% employer match about $130,000 at 4% or $86,667 at 6%; with 100% employer match about $97,500 at 4% or $65,000 at 6%.
Werfel & Werfel PLLC 401(K) Profit Sharing Plan and Trust-5$1,339,649$39,000$7,800iApproximate average salary by contribution assumption: employee only about $195,000 at 4% or $130,000 at 6%; with 50% employer match about $130,000 at 4% or $86,667 at 6%; with 100% employer match about $97,500 at 4% or $65,000 at 6%.
202015$1,143,795$39,000$7,800iApproximate average salary by contribution assumption: employee only about $195,000 at 4% or $130,000 at 6%; with 50% employer match about $130,000 at 4% or $86,667 at 6%; with 100% employer match about $97,500 at 4% or $65,000 at 6%.
Werfel & Werfel PLLC 401(K) Profit Sharing Plan and Trust-5$1,143,795$39,000$7,800iApproximate average salary by contribution assumption: employee only about $195,000 at 4% or $130,000 at 6%; with 50% employer match about $130,000 at 4% or $86,667 at 6%; with 100% employer match about $97,500 at 4% or $65,000 at 6%.
201925$948,839$43,088$8,618iApproximate average salary by contribution assumption: employee only about $215,440 at 4% or $143,627 at 6%; with 50% employer match about $143,627 at 4% or $95,751 at 6%; with 100% employer match about $107,720 at 4% or $71,813 at 6%.
Werfel & Werfel PLLC 401(K) Profit Sharing Plan and Trust-5$948,839$43,088$8,618iApproximate average salary by contribution assumption: employee only about $215,440 at 4% or $143,627 at 6%; with 50% employer match about $143,627 at 4% or $95,751 at 6%; with 100% employer match about $107,720 at 4% or $71,813 at 6%.
Werfel & Werfel, P.L.L.C. Cash Balance Pension Plan and Trust-0$0--
201825$2,487,801$42,150$8,430iApproximate average salary by contribution assumption: employee only about $210,750 at 4% or $140,500 at 6%; with 50% employer match about $140,500 at 4% or $93,667 at 6%; with 100% employer match about $105,375 at 4% or $70,250 at 6%.
Werfel & Werfel, P.L.L.C. Cash Balance Pension Plan and Trust-5$1,739,775$0-
Werfel & Werfel PLLC 401(K) Profit Sharing Plan and Trust-5$748,026$42,150$8,430iApproximate average salary by contribution assumption: employee only about $210,750 at 4% or $140,500 at 6%; with 50% employer match about $140,500 at 4% or $93,667 at 6%; with 100% employer match about $105,375 at 4% or $70,250 at 6%.
201725$2,588,310$238,936$47,787iApproximate average salary by contribution assumption: employee only about $1,194,680 at 4% or $796,453 at 6%; with 50% employer match about $796,453 at 4% or $530,969 at 6%; with 100% employer match about $597,340 at 4% or $398,227 at 6%.
Werfel & Werfel, P.L.L.C. Cash Balance Pension Plan and Trust-5$1,828,142$200,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Werfel & Werfel PLLC 401(K) Profit Sharing Plan and Trust-5$760,168$38,936$7,787iApproximate average salary by contribution assumption: employee only about $194,680 at 4% or $129,787 at 6%; with 50% employer match about $129,787 at 4% or $86,524 at 6%; with 100% employer match about $97,340 at 4% or $64,893 at 6%.
201625$2,065,961$298,944$59,789iApproximate average salary by contribution assumption: employee only about $1,494,720 at 4% or $996,480 at 6%; with 50% employer match about $996,480 at 4% or $664,320 at 6%; with 100% employer match about $747,360 at 4% or $498,240 at 6%.
Werfel & Werfel, P.L.L.C. Cash Balance Pension Plan and Trust-5$1,462,003$180,000$36,000iApproximate average salary by contribution assumption: employee only about $900,000 at 4% or $600,000 at 6%; with 50% employer match about $600,000 at 4% or $400,000 at 6%; with 100% employer match about $450,000 at 4% or $300,000 at 6%.
Werfel & Werfel PLLC 401(K) Profit Sharing Plan and Trust-5$603,958$118,944$23,789iApproximate average salary by contribution assumption: employee only about $594,720 at 4% or $396,480 at 6%; with 50% employer match about $396,480 at 4% or $264,320 at 6%; with 100% employer match about $297,360 at 4% or $198,240 at 6%.
201525$1,670,724$287,153$57,431iApproximate average salary by contribution assumption: employee only about $1,435,765 at 4% or $957,177 at 6%; with 50% employer match about $957,177 at 4% or $638,118 at 6%; with 100% employer match about $717,883 at 4% or $478,588 at 6%.
Werfel & Werfel, P.L.L.C. Cash Balance Pension Plan and Trust-5$1,218,827$170,279$34,056iApproximate average salary by contribution assumption: employee only about $851,395 at 4% or $567,597 at 6%; with 50% employer match about $567,597 at 4% or $378,398 at 6%; with 100% employer match about $425,698 at 4% or $283,798 at 6%.
Werfel & Werfel PLLC 401(K) Profit Sharing Plan and Trust-5$451,897$116,874$23,375iApproximate average salary by contribution assumption: employee only about $584,370 at 4% or $389,580 at 6%; with 50% employer match about $389,580 at 4% or $259,720 at 6%; with 100% employer match about $292,185 at 4% or $194,790 at 6%.
201425$1,391,628$462,893$92,579iApproximate average salary by contribution assumption: employee only about $2,314,465 at 4% or $1,542,977 at 6%; with 50% employer match about $1,542,977 at 4% or $1,028,651 at 6%; with 100% employer match about $1,157,233 at 4% or $771,488 at 6%.
Werfel & Werfel, P.L.L.C. Cash Balance Pension Plan and Trust-5$1,054,323$360,047$72,009iApproximate average salary by contribution assumption: employee only about $1,800,235 at 4% or $1,200,157 at 6%; with 50% employer match about $1,200,157 at 4% or $800,104 at 6%; with 100% employer match about $900,117 at 4% or $600,078 at 6%.
Werfel & Werfel PLLC 401(K) Profit Sharing Plan and Trust-5$337,305$102,846$20,569iApproximate average salary by contribution assumption: employee only about $514,230 at 4% or $342,820 at 6%; with 50% employer match about $342,820 at 4% or $228,547 at 6%; with 100% employer match about $257,115 at 4% or $171,410 at 6%.
201325$886,259$413,541$82,708iApproximate average salary by contribution assumption: employee only about $2,067,705 at 4% or $1,378,470 at 6%; with 50% employer match about $1,378,470 at 4% or $918,980 at 6%; with 100% employer match about $1,033,853 at 4% or $689,235 at 6%.
Werfel & Werfel, P.L.L.C. Cash Balance Pension Plan and Trust-4$665,885$332,251$83,063iApproximate average salary by contribution assumption: employee only about $2,076,569 at 4% or $1,384,379 at 6%; with 50% employer match about $1,384,379 at 4% or $922,919 at 6%; with 100% employer match about $1,038,284 at 4% or $692,190 at 6%.
Werfel & Werfel PLLC 401(K) Profit Sharing Plan and Trust-5$220,374$81,290$16,258iApproximate average salary by contribution assumption: employee only about $406,450 at 4% or $270,967 at 6%; with 50% employer match about $270,967 at 4% or $180,644 at 6%; with 100% employer match about $203,225 at 4% or $135,483 at 6%.
201225$439,568$433,348$86,670iApproximate average salary by contribution assumption: employee only about $2,166,740 at 4% or $1,444,493 at 6%; with 50% employer match about $1,444,493 at 4% or $962,996 at 6%; with 100% employer match about $1,083,370 at 4% or $722,247 at 6%.
Werfel & Werfel, P.L.L.C. Cash Balance Pension Plan and Trust-5$333,035$329,296$65,859iApproximate average salary by contribution assumption: employee only about $1,646,480 at 4% or $1,097,653 at 6%; with 50% employer match about $1,097,653 at 4% or $731,769 at 6%; with 100% employer match about $823,240 at 4% or $548,827 at 6%.
Werfel & Werfel PLLC 401(K) Profit Sharing Plan and Trust-5$106,533$104,052$20,810iApproximate average salary by contribution assumption: employee only about $520,260 at 4% or $346,840 at 6%; with 50% employer match about $346,840 at 4% or $231,227 at 6%; with 100% employer match about $260,130 at 4% or $173,420 at 6%.