Methfessel & Werbel PC.
Plan context: Methfessel & Werbel 401K Plan
EIN 22-2017227 • Edison, NJ • 27 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
87
2024 Assets
$24,644,288
2024 Contributions
$2,891,870
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 87 | $24,644,288 | $2,891,870 | $33,240iApproximate average salary by contribution assumption: employee only about $830,997 at 4% or $553,998 at 6%; with 50% employer match about $553,998 at 4% or $369,332 at 6%; with 100% employer match about $415,499 at 4% or $276,999 at 6%. |
| Methfessel & Werbel 401K Plan | - | 87 | $24,644,288 | $2,891,870 | $33,240iApproximate average salary by contribution assumption: employee only about $830,997 at 4% or $553,998 at 6%; with 50% employer match about $553,998 at 4% or $369,332 at 6%; with 100% employer match about $415,499 at 4% or $276,999 at 6%. |
| 2023 | 1 | 79 | $18,733,218 | $770,582 | $9,754iApproximate average salary by contribution assumption: employee only about $243,855 at 4% or $162,570 at 6%; with 50% employer match about $162,570 at 4% or $108,380 at 6%; with 100% employer match about $121,928 at 4% or $81,285 at 6%. |
| Methfessel & Werbel 401K Plan | - | 79 | $18,733,218 | $770,582 | $9,754iApproximate average salary by contribution assumption: employee only about $243,855 at 4% or $162,570 at 6%; with 50% employer match about $162,570 at 4% or $108,380 at 6%; with 100% employer match about $121,928 at 4% or $81,285 at 6%. |
| 2022 | 1 | 79 | $15,107,531 | $764,407 | $9,676iApproximate average salary by contribution assumption: employee only about $241,901 at 4% or $161,267 at 6%; with 50% employer match about $161,267 at 4% or $107,512 at 6%; with 100% employer match about $120,950 at 4% or $80,634 at 6%. |
| Methfessel & Werbel 401K Plan | - | 79 | $15,107,531 | $764,407 | $9,676iApproximate average salary by contribution assumption: employee only about $241,901 at 4% or $161,267 at 6%; with 50% employer match about $161,267 at 4% or $107,512 at 6%; with 100% employer match about $120,950 at 4% or $80,634 at 6%. |
| 2021 | 1 | 75 | $19,105,064 | $654,364 | $8,725iApproximate average salary by contribution assumption: employee only about $218,121 at 4% or $145,414 at 6%; with 50% employer match about $145,414 at 4% or $96,943 at 6%; with 100% employer match about $109,061 at 4% or $72,707 at 6%. |
| Methfessel & Werbel 401K Plan | - | 75 | $19,105,064 | $654,364 | $8,725iApproximate average salary by contribution assumption: employee only about $218,121 at 4% or $145,414 at 6%; with 50% employer match about $145,414 at 4% or $96,943 at 6%; with 100% employer match about $109,061 at 4% or $72,707 at 6%. |
| 2020 | 1 | 78 | $16,272,500 | $982,962 | $12,602iApproximate average salary by contribution assumption: employee only about $315,052 at 4% or $210,035 at 6%; with 50% employer match about $210,035 at 4% or $140,023 at 6%; with 100% employer match about $157,526 at 4% or $105,017 at 6%. |
| Methfessel & Werbel 401K Plan | - | 78 | $16,272,500 | $982,962 | $12,602iApproximate average salary by contribution assumption: employee only about $315,052 at 4% or $210,035 at 6%; with 50% employer match about $210,035 at 4% or $140,023 at 6%; with 100% employer match about $157,526 at 4% or $105,017 at 6%. |
| 2019 | 1 | 82 | $12,546,291 | $664,521 | $8,104iApproximate average salary by contribution assumption: employee only about $202,598 at 4% or $135,065 at 6%; with 50% employer match about $135,065 at 4% or $90,043 at 6%; with 100% employer match about $101,299 at 4% or $67,533 at 6%. |
| Methfessel & Werbel 401K Plan | - | 82 | $12,546,291 | $664,521 | $8,104iApproximate average salary by contribution assumption: employee only about $202,598 at 4% or $135,065 at 6%; with 50% employer match about $135,065 at 4% or $90,043 at 6%; with 100% employer match about $101,299 at 4% or $67,533 at 6%. |
| 2018 | 1 | 86 | $9,709,985 | $634,434 | $7,377iApproximate average salary by contribution assumption: employee only about $184,428 at 4% or $122,952 at 6%; with 50% employer match about $122,952 at 4% or $81,968 at 6%; with 100% employer match about $92,214 at 4% or $61,476 at 6%. |
| Methfessel & Werbel 401K Plan | - | 86 | $9,709,985 | $634,434 | $7,377iApproximate average salary by contribution assumption: employee only about $184,428 at 4% or $122,952 at 6%; with 50% employer match about $122,952 at 4% or $81,968 at 6%; with 100% employer match about $92,214 at 4% or $61,476 at 6%. |
| 2017 | 1 | 82 | $9,886,007 | $628,825 | $7,669iApproximate average salary by contribution assumption: employee only about $191,715 at 4% or $127,810 at 6%; with 50% employer match about $127,810 at 4% or $85,207 at 6%; with 100% employer match about $95,857 at 4% or $63,905 at 6%. |
| Methfessel & Werbel 401K Plan | - | 82 | $9,886,007 | $628,825 | $7,669iApproximate average salary by contribution assumption: employee only about $191,715 at 4% or $127,810 at 6%; with 50% employer match about $127,810 at 4% or $85,207 at 6%; with 100% employer match about $95,857 at 4% or $63,905 at 6%. |
| 2016 | 1 | 97 | $7,977,229 | $616,992 | $6,361iApproximate average salary by contribution assumption: employee only about $159,019 at 4% or $106,012 at 6%; with 50% employer match about $106,012 at 4% or $70,675 at 6%; with 100% employer match about $79,509 at 4% or $53,006 at 6%. |
| Methfessel & Werbel 401K Plan | - | 97 | $7,977,229 | $616,992 | $6,361iApproximate average salary by contribution assumption: employee only about $159,019 at 4% or $106,012 at 6%; with 50% employer match about $106,012 at 4% or $70,675 at 6%; with 100% employer match about $79,509 at 4% or $53,006 at 6%. |
| 2015 | 1 | 88 | $7,272,012 | $544,118 | $6,183iApproximate average salary by contribution assumption: employee only about $154,579 at 4% or $103,053 at 6%; with 50% employer match about $103,053 at 4% or $68,702 at 6%; with 100% employer match about $77,289 at 4% or $51,526 at 6%. |
| Methfessel & Werbel 401K Plan | - | 88 | $7,272,012 | $544,118 | $6,183iApproximate average salary by contribution assumption: employee only about $154,579 at 4% or $103,053 at 6%; with 50% employer match about $103,053 at 4% or $68,702 at 6%; with 100% employer match about $77,289 at 4% or $51,526 at 6%. |
| 2014 | 1 | 87 | $7,005,139 | $508,247 | $5,842iApproximate average salary by contribution assumption: employee only about $146,048 at 4% or $97,365 at 6%; with 50% employer match about $97,365 at 4% or $64,910 at 6%; with 100% employer match about $73,024 at 4% or $48,683 at 6%. |
| Methfessel & Werbel 401K Plan | - | 87 | $7,005,139 | $508,247 | $5,842iApproximate average salary by contribution assumption: employee only about $146,048 at 4% or $97,365 at 6%; with 50% employer match about $97,365 at 4% or $64,910 at 6%; with 100% employer match about $73,024 at 4% or $48,683 at 6%. |
| 2013 | 1 | 72 | $6,263,431 | $420,916 | $5,846iApproximate average salary by contribution assumption: employee only about $146,151 at 4% or $97,434 at 6%; with 50% employer match about $97,434 at 4% or $64,956 at 6%; with 100% employer match about $73,076 at 4% or $48,717 at 6%. |
| Methfessel & Werbel 401K Plan | - | 72 | $6,263,431 | $420,916 | $5,846iApproximate average salary by contribution assumption: employee only about $146,151 at 4% or $97,434 at 6%; with 50% employer match about $97,434 at 4% or $64,956 at 6%; with 100% employer match about $73,076 at 4% or $48,717 at 6%. |
| 2012 | 1 | 82 | $4,877,067 | $315,999 | $3,854iApproximate average salary by contribution assumption: employee only about $96,341 at 4% or $64,227 at 6%; with 50% employer match about $64,227 at 4% or $42,818 at 6%; with 100% employer match about $48,171 at 4% or $32,114 at 6%. |
| Methfessel & Werbel 401K Plan | - | 82 | $4,877,067 | $315,999 | $3,854iApproximate average salary by contribution assumption: employee only about $96,341 at 4% or $64,227 at 6%; with 50% employer match about $64,227 at 4% or $42,818 at 6%; with 100% employer match about $48,171 at 4% or $32,114 at 6%. |
| 2011 | 1 | 82 | $4,158,777 | $289,900 | $3,535iApproximate average salary by contribution assumption: employee only about $88,384 at 4% or $58,923 at 6%; with 50% employer match about $58,923 at 4% or $39,282 at 6%; with 100% employer match about $44,192 at 4% or $29,461 at 6%. |
| Methfessel & Werbel 401K Plan | - | 82 | $4,158,777 | $289,900 | $3,535iApproximate average salary by contribution assumption: employee only about $88,384 at 4% or $58,923 at 6%; with 50% employer match about $58,923 at 4% or $39,282 at 6%; with 100% employer match about $44,192 at 4% or $29,461 at 6%. |
| 2010 | 1 | 85 | $4,187,315 | $297,660 | $3,502iApproximate average salary by contribution assumption: employee only about $87,547 at 4% or $58,365 at 6%; with 50% employer match about $58,365 at 4% or $38,910 at 6%; with 100% employer match about $43,774 at 4% or $29,182 at 6%. |
| Methfessel & Werbel 401K Plan | - | 85 | $4,187,315 | $297,660 | $3,502iApproximate average salary by contribution assumption: employee only about $87,547 at 4% or $58,365 at 6%; with 50% employer match about $58,365 at 4% or $38,910 at 6%; with 100% employer match about $43,774 at 4% or $29,182 at 6%. |
| 2009 | 1 | 81 | $3,423,658 | $301,726 | $3,725iApproximate average salary by contribution assumption: employee only about $93,125 at 4% or $62,084 at 6%; with 50% employer match about $62,084 at 4% or $41,389 at 6%; with 100% employer match about $46,563 at 4% or $31,042 at 6%. |
| Methfessel & Werbel 401K Plan | - | 81 | $3,423,658 | $301,726 | $3,725iApproximate average salary by contribution assumption: employee only about $93,125 at 4% or $62,084 at 6%; with 50% employer match about $62,084 at 4% or $41,389 at 6%; with 100% employer match about $46,563 at 4% or $31,042 at 6%. |
| 2008 | 1 | 79 | $2,531,953 | $312,402 | $3,954iApproximate average salary by contribution assumption: employee only about $98,861 at 4% or $65,908 at 6%; with 50% employer match about $65,908 at 4% or $43,938 at 6%; with 100% employer match about $49,431 at 4% or $32,954 at 6%. |
| Methfessel & Werbel 401K Plan | - | 79 | $2,531,953 | $312,402 | $3,954iApproximate average salary by contribution assumption: employee only about $98,861 at 4% or $65,908 at 6%; with 50% employer match about $65,908 at 4% or $43,938 at 6%; with 100% employer match about $49,431 at 4% or $32,954 at 6%. |
| 2007 | 1 | 74 | $3,415,629 | $288,889 | $3,904iApproximate average salary by contribution assumption: employee only about $97,598 at 4% or $65,065 at 6%; with 50% employer match about $65,065 at 4% or $43,377 at 6%; with 100% employer match about $48,799 at 4% or $32,533 at 6%. |
| Methfessel & Werbel 401K Plan | - | 74 | $3,415,629 | $288,889 | $3,904iApproximate average salary by contribution assumption: employee only about $97,598 at 4% or $65,065 at 6%; with 50% employer match about $65,065 at 4% or $43,377 at 6%; with 100% employer match about $48,799 at 4% or $32,533 at 6%. |
| 2006 | 1 | 72 | $2,932,239 | $271,637 | $3,773iApproximate average salary by contribution assumption: employee only about $94,318 at 4% or $62,879 at 6%; with 50% employer match about $62,879 at 4% or $41,919 at 6%; with 100% employer match about $47,159 at 4% or $31,439 at 6%. |
| Methfessel & Werbel 401K Plan | - | 72 | $2,932,239 | $271,637 | $3,773iApproximate average salary by contribution assumption: employee only about $94,318 at 4% or $62,879 at 6%; with 50% employer match about $62,879 at 4% or $41,919 at 6%; with 100% employer match about $47,159 at 4% or $31,439 at 6%. |
| 2005 | 1 | 82 | $2,515,399 | $370,879 | $4,523iApproximate average salary by contribution assumption: employee only about $113,073 at 4% or $75,382 at 6%; with 50% employer match about $75,382 at 4% or $50,255 at 6%; with 100% employer match about $56,536 at 4% or $37,691 at 6%. |
| Methfessel & Werbel 401K Plan | - | 82 | $2,515,399 | $370,879 | $4,523iApproximate average salary by contribution assumption: employee only about $113,073 at 4% or $75,382 at 6%; with 50% employer match about $75,382 at 4% or $50,255 at 6%; with 100% employer match about $56,536 at 4% or $37,691 at 6%. |
| 2004 | 1 | 75 | $2,217,749 | $285,814 | $3,811iApproximate average salary by contribution assumption: employee only about $95,271 at 4% or $63,514 at 6%; with 50% employer match about $63,514 at 4% or $42,343 at 6%; with 100% employer match about $47,636 at 4% or $31,757 at 6%. |
| Methfessel & Werbel 401K Plan | - | 75 | $2,217,749 | $285,814 | $3,811iApproximate average salary by contribution assumption: employee only about $95,271 at 4% or $63,514 at 6%; with 50% employer match about $63,514 at 4% or $42,343 at 6%; with 100% employer match about $47,636 at 4% or $31,757 at 6%. |
| 2003 | 1 | 79 | $1,814,168 | $215,604 | $2,729iApproximate average salary by contribution assumption: employee only about $68,229 at 4% or $45,486 at 6%; with 50% employer match about $45,486 at 4% or $30,324 at 6%; with 100% employer match about $34,115 at 4% or $22,743 at 6%. |
| Methfessel & Werbel 401K Plan | - | 79 | $1,814,168 | $215,604 | $2,729iApproximate average salary by contribution assumption: employee only about $68,229 at 4% or $45,486 at 6%; with 50% employer match about $45,486 at 4% or $30,324 at 6%; with 100% employer match about $34,115 at 4% or $22,743 at 6%. |
| 2002 | 1 | 73 | $1,300,186 | $214,713 | $2,941iApproximate average salary by contribution assumption: employee only about $73,532 at 4% or $49,021 at 6%; with 50% employer match about $49,021 at 4% or $32,681 at 6%; with 100% employer match about $36,766 at 4% or $24,511 at 6%. |
| Methfessel & Werbel 401K Plan | - | 73 | $1,300,186 | $214,713 | $2,941iApproximate average salary by contribution assumption: employee only about $73,532 at 4% or $49,021 at 6%; with 50% employer match about $49,021 at 4% or $32,681 at 6%; with 100% employer match about $36,766 at 4% or $24,511 at 6%. |
| 2001 | 2 | 61 | $0 | $0 | - |
| Methfessel & Werbel 401K Plan | - | 61 | - | - | - |
| METHFESSEL & WERBEL PC CAFETERIA PLAN | - | 53 | - | - | - |
| 2000 | 1 | 65 | $1,932,291 | $218,053 | $3,355iApproximate average salary by contribution assumption: employee only about $83,867 at 4% or $55,911 at 6%; with 50% employer match about $55,911 at 4% or $37,274 at 6%; with 100% employer match about $41,933 at 4% or $27,956 at 6%. |
| Methfessel & Werbel 401K Plan | - | 65 | $1,932,291 | $218,053 | $3,355iApproximate average salary by contribution assumption: employee only about $83,867 at 4% or $55,911 at 6%; with 50% employer match about $55,911 at 4% or $37,274 at 6%; with 100% employer match about $41,933 at 4% or $27,956 at 6%. |
| 1999 | 1 | 74 | $2,068,262 | $212,150 | $2,867iApproximate average salary by contribution assumption: employee only about $71,672 at 4% or $47,782 at 6%; with 50% employer match about $47,782 at 4% or $31,854 at 6%; with 100% employer match about $35,836 at 4% or $23,891 at 6%. |
| Methfessel & Werbel 401K Plan | - | 74 | $2,068,262 | $212,150 | $2,867iApproximate average salary by contribution assumption: employee only about $71,672 at 4% or $47,782 at 6%; with 50% employer match about $47,782 at 4% or $31,854 at 6%; with 100% employer match about $35,836 at 4% or $23,891 at 6%. |