Civic Intelligence

Wharton Valuation Associates Inc.

Plan context: Wharton Valuation Associates Inc. Profit Sharing Plan

EIN 22-3049207 • West Trenton, NJ • 16 filings • 1 plans

704 River RoadWest Trenton, NJ 08628
Current Snapshot

Latest Year

2021

2021 Participants

2

2021 Assets

$423,095

2021 Contributions

$83,100

Historical Graphs

Total Assets Over Time

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

$619,238$309,619$0200520142020YearValue
$423,095Latest year 2020

Participants Over Time

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

420200520132020YearValue
2Latest year 2020

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
202110$0$0-
Wharton Valuation Associates Inc. Profit Sharing Plan-0$0--
202012$423,095$83,100$41,550iApproximate average salary by contribution assumption: employee only about $1,038,750 at 4% or $692,500 at 6%; with 50% employer match about $692,500 at 4% or $461,667 at 6%; with 100% employer match about $519,375 at 4% or $346,250 at 6%.
Wharton Valuation Associates Inc. Profit Sharing Plan-2$423,095$83,100$41,550iApproximate average salary by contribution assumption: employee only about $1,038,750 at 4% or $692,500 at 6%; with 50% employer match about $692,500 at 4% or $461,667 at 6%; with 100% employer match about $519,375 at 4% or $346,250 at 6%.
201911$295,459$56,000$56,000iApproximate average salary by contribution assumption: employee only about $1,400,000 at 4% or $933,333 at 6%; with 50% employer match about $933,333 at 4% or $622,222 at 6%; with 100% employer match about $700,000 at 4% or $466,667 at 6%.
Wharton Valuation Associates Inc. Profit Sharing Plan-1$295,459$56,000$56,000iApproximate average salary by contribution assumption: employee only about $1,400,000 at 4% or $933,333 at 6%; with 50% employer match about $933,333 at 4% or $622,222 at 6%; with 100% employer match about $700,000 at 4% or $466,667 at 6%.
201812$267,004$55,000$27,500iApproximate average salary by contribution assumption: employee only about $687,500 at 4% or $458,333 at 6%; with 50% employer match about $458,333 at 4% or $305,556 at 6%; with 100% employer match about $343,750 at 4% or $229,167 at 6%.
Wharton Valuation Associates Inc. Profit Sharing Plan-2$267,004$55,000$27,500iApproximate average salary by contribution assumption: employee only about $687,500 at 4% or $458,333 at 6%; with 50% employer match about $458,333 at 4% or $305,556 at 6%; with 100% employer match about $343,750 at 4% or $229,167 at 6%.
201712$619,238$81,000$40,500iApproximate average salary by contribution assumption: employee only about $1,012,500 at 4% or $675,000 at 6%; with 50% employer match about $675,000 at 4% or $450,000 at 6%; with 100% employer match about $506,250 at 4% or $337,500 at 6%.
Wharton Valuation Associates Inc. Profit Sharing Plan-2$619,238$81,000$40,500iApproximate average salary by contribution assumption: employee only about $1,012,500 at 4% or $675,000 at 6%; with 50% employer match about $675,000 at 4% or $450,000 at 6%; with 100% employer match about $506,250 at 4% or $337,500 at 6%.
201612$528,893$19,500$9,750iApproximate average salary by contribution assumption: employee only about $243,750 at 4% or $162,500 at 6%; with 50% employer match about $162,500 at 4% or $108,333 at 6%; with 100% employer match about $121,875 at 4% or $81,250 at 6%.
Wharton Valuation Associates Inc. Profit Sharing Plan-2$528,893$19,500$9,750iApproximate average salary by contribution assumption: employee only about $243,750 at 4% or $162,500 at 6%; with 50% employer match about $162,500 at 4% or $108,333 at 6%; with 100% employer match about $121,875 at 4% or $81,250 at 6%.
201512$500,008$28,375$14,188iApproximate average salary by contribution assumption: employee only about $354,688 at 4% or $236,458 at 6%; with 50% employer match about $236,458 at 4% or $157,639 at 6%; with 100% employer match about $177,344 at 4% or $118,229 at 6%.
Wharton Valuation Associates Inc. Profit Sharing Plan-2$500,008$28,375$14,188iApproximate average salary by contribution assumption: employee only about $354,688 at 4% or $236,458 at 6%; with 50% employer match about $236,458 at 4% or $157,639 at 6%; with 100% employer match about $177,344 at 4% or $118,229 at 6%.
201412$462,772$13,500$6,750iApproximate average salary by contribution assumption: employee only about $168,750 at 4% or $112,500 at 6%; with 50% employer match about $112,500 at 4% or $75,000 at 6%; with 100% employer match about $84,375 at 4% or $56,250 at 6%.
Wharton Valuation Associates Inc. Profit Sharing Plan-2$462,772$13,500$6,750iApproximate average salary by contribution assumption: employee only about $168,750 at 4% or $112,500 at 6%; with 50% employer match about $112,500 at 4% or $75,000 at 6%; with 100% employer match about $84,375 at 4% or $56,250 at 6%.
201312$441,969$28,975$14,488iApproximate average salary by contribution assumption: employee only about $362,188 at 4% or $241,458 at 6%; with 50% employer match about $241,458 at 4% or $160,972 at 6%; with 100% employer match about $181,094 at 4% or $120,729 at 6%.
Wharton Valuation Associates Inc. Profit Sharing Plan-2$441,969$28,975$14,488iApproximate average salary by contribution assumption: employee only about $362,188 at 4% or $241,458 at 6%; with 50% employer match about $241,458 at 4% or $160,972 at 6%; with 100% employer match about $181,094 at 4% or $120,729 at 6%.
201212$405,976$0-
Wharton Valuation Associates Inc. Profit Sharing Plan-2$405,976--
201112$396,599$41,500$20,750iApproximate average salary by contribution assumption: employee only about $518,750 at 4% or $345,833 at 6%; with 50% employer match about $345,833 at 4% or $230,556 at 6%; with 100% employer match about $259,375 at 4% or $172,917 at 6%.
Wharton Valuation Associates Inc. Profit Sharing Plan-2$396,599$41,500$20,750iApproximate average salary by contribution assumption: employee only about $518,750 at 4% or $345,833 at 6%; with 50% employer match about $345,833 at 4% or $230,556 at 6%; with 100% employer match about $259,375 at 4% or $172,917 at 6%.
201012$344,675$46,770$23,385iApproximate average salary by contribution assumption: employee only about $584,625 at 4% or $389,750 at 6%; with 50% employer match about $389,750 at 4% or $259,833 at 6%; with 100% employer match about $292,313 at 4% or $194,875 at 6%.
Wharton Valuation Associates Inc. Profit Sharing Plan-2$344,675$46,770$23,385iApproximate average salary by contribution assumption: employee only about $584,625 at 4% or $389,750 at 6%; with 50% employer match about $389,750 at 4% or $259,833 at 6%; with 100% employer match about $292,313 at 4% or $194,875 at 6%.
200912$289,181$42,000$21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%.
Wharton Valuation Associates Inc. Profit Sharing Plan-2$289,181$42,000$21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%.
200812$239,720$39,000$19,500iApproximate average salary by contribution assumption: employee only about $487,500 at 4% or $325,000 at 6%; with 50% employer match about $325,000 at 4% or $216,667 at 6%; with 100% employer match about $243,750 at 4% or $162,500 at 6%.
Wharton Valuation Associates Inc. Profit Sharing Plan-2$239,720$39,000$19,500iApproximate average salary by contribution assumption: employee only about $487,500 at 4% or $325,000 at 6%; with 50% employer match about $325,000 at 4% or $216,667 at 6%; with 100% employer match about $243,750 at 4% or $162,500 at 6%.
200712$0$0-
Wharton Valuation Associates Inc. Profit Sharing Plan-2---
200514$92,000$92,000$23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%.
Wharton Valuation Associates Inc. Profit Sharing Plan-4$92,000$92,000$23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%.