David S. Wolkstein, M.D., P.A.
Plan context: David S. Wolkstein, M.D., P.A. Retirement Plan & Trust
EIN 22-1994737 • Short Hills, NJ • 15 filings • 1 plans
Current Snapshot
Latest Year
2013
2013 Participants
2
2013 Assets
$347,747
2013 Contributions
$8,539
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 |
|---|---|---|---|---|---|
| 2013 | 1 | 0 | $0 | $8,539 | - |
| David S. Wolkstein, M.D., P.A. Retirement Plan & Trust | - | 0 | $0 | $8,539 | - |
| 2012 | 1 | 2 | $347,747 | $0 | - |
| David S. Wolkstein, M.D., P.A. Retirement Plan & Trust | - | 2 | $347,747 | - | - |
| 2011 | 1 | 1 | $248,862 | $0 | - |
| David S. Wolkstein, M.D., P.A. Retirement Plan & Trust | - | 1 | $248,862 | - | - |
| 2010 | 1 | 2 | $254,983 | $0 | - |
| David S. Wolkstein, M.D., P.A. Retirement Plan & Trust | - | 2 | $254,983 | - | - |
| 2009 | 1 | 2 | $254,152 | $0 | - |
| David S. Wolkstein, M.D., P.A. Retirement Plan & Trust | - | 2 | $254,152 | - | - |
| 2008 | 1 | 17 | $0 | $0 | - |
| David S. Wolkstein, M.D., P.A. Retirement Plan & Trust | - | 17 | - | - | - |
| 2007 | 1 | 12 | $0 | $0 | - |
| David S. Wolkstein, M.D., P.A. Retirement Plan & Trust | - | 12 | - | - | - |
| 2006 | 1 | 12 | $280,896 | $4,050 | $338iApproximate average salary by contribution assumption: employee only about $8,438 at 4% or $5,625 at 6%; with 50% employer match about $5,625 at 4% or $3,750 at 6%; with 100% employer match about $4,219 at 4% or $2,813 at 6%. |
| David S. Wolkstein, M.D., P.A. Retirement Plan & Trust | - | 12 | $280,896 | $4,050 | $338iApproximate average salary by contribution assumption: employee only about $8,438 at 4% or $5,625 at 6%; with 50% employer match about $5,625 at 4% or $3,750 at 6%; with 100% employer match about $4,219 at 4% or $2,813 at 6%. |
| 2005 | 1 | 21 | $274,108 | $2,400 | $114iApproximate average salary by contribution assumption: employee only about $2,857 at 4% or $1,905 at 6%; with 50% employer match about $1,905 at 4% or $1,270 at 6%; with 100% employer match about $1,429 at 4% or $952 at 6%. |
| David S. Wolkstein, M.D., P.A. Retirement Plan & Trust | - | 21 | $274,108 | $2,400 | $114iApproximate average salary by contribution assumption: employee only about $2,857 at 4% or $1,905 at 6%; with 50% employer match about $1,905 at 4% or $1,270 at 6%; with 100% employer match about $1,429 at 4% or $952 at 6%. |
| 2004 | 1 | 17 | $270,427 | $2,550 | $150iApproximate average salary by contribution assumption: employee only about $3,750 at 4% or $2,500 at 6%; with 50% employer match about $2,500 at 4% or $1,667 at 6%; with 100% employer match about $1,875 at 4% or $1,250 at 6%. |
| David S. Wolkstein, M.D., P.A. Retirement Plan & Trust | - | 17 | $270,427 | $2,550 | $150iApproximate average salary by contribution assumption: employee only about $3,750 at 4% or $2,500 at 6%; with 50% employer match about $2,500 at 4% or $1,667 at 6%; with 100% employer match about $1,875 at 4% or $1,250 at 6%. |
| 2003 | 1 | 14 | $0 | $0 | - |
| David S. Wolkstein, M.D., P.A. Retirement Plan & Trust | - | 14 | - | - | - |
| 2002 | 1 | 14 | $0 | $0 | - |
| David S. Wolkstein, M.D., P.A. Retirement Plan & Trust | - | 14 | - | - | - |
| 2001 | 1 | 13 | $0 | $0 | - |
| David S. Wolkstein, M.D., P.A. Retirement Plan & Trust | - | 13 | - | - | - |
| 2000 | 1 | 12 | $281,248 | $10,597 | $883iApproximate average salary by contribution assumption: employee only about $22,077 at 4% or $14,718 at 6%; with 50% employer match about $14,718 at 4% or $9,812 at 6%; with 100% employer match about $11,039 at 4% or $7,359 at 6%. |
| David S. Wolkstein, M.D., P.A. Retirement Plan & Trust | - | 12 | $281,248 | $10,597 | $883iApproximate average salary by contribution assumption: employee only about $22,077 at 4% or $14,718 at 6%; with 50% employer match about $14,718 at 4% or $9,812 at 6%; with 100% employer match about $11,039 at 4% or $7,359 at 6%. |
| 1999 | 1 | 9 | $287,152 | $11,614 | $1,290iApproximate average salary by contribution assumption: employee only about $32,261 at 4% or $21,507 at 6%; with 50% employer match about $21,507 at 4% or $14,338 at 6%; with 100% employer match about $16,131 at 4% or $10,754 at 6%. |
| David S. Wolkstein, M.D., P.A. Retirement Plan & Trust | - | 9 | $287,152 | $11,614 | $1,290iApproximate average salary by contribution assumption: employee only about $32,261 at 4% or $21,507 at 6%; with 50% employer match about $21,507 at 4% or $14,338 at 6%; with 100% employer match about $16,131 at 4% or $10,754 at 6%. |