Whartons Inc.
Plan context: WHARTONS INC 401K PROFIT SHARING PLAN AND TRUST
EIN 23-1214550 • Haverford, PA • 14 filings • 7 plans
Current Snapshot
Latest Year
2013
2013 Participants
2
2013 Assets
$8,932
2013 Contributions
$872
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 | $0 | - |
| WHARTONS INC 401(K) PROFIT SHARING PLAN & TRUST | - | 0 | $0 | - | - |
| 2012 | 1 | 2 | $8,932 | $0 | - |
| WHARTONS INC 401K PROFIT SHARING PLAN AND TRUST | - | 2 | $8,932 | $0 | - |
| 2011 | 1 | 2 | $22,398 | $0 | - |
| WHARTON'S INC 401 (K) PROFIT SHARING PLAN & TRUST | - | 2 | $22,398 | $0 | - |
| 2010 | 1 | 3 | $23,160 | $0 | - |
| WHARTONS INC 401 K PROFIT SHARING PLAN TRUST | - | 3 | $23,160 | $0 | - |
| 2009 | 1 | 10 | $35,667 | $0 | - |
| WHARTONS INC | - | 10 | $35,667 | - | - |
| 2008 | 1 | 0 | $35,471 | $0 | - |
| WHARTONS INC 401K PROFIT SHARING PLAN & TRUST | - | 0 | $35,471 | - | - |
| 2007 | 1 | 4 | $54,238 | $872 | $218iApproximate average salary by contribution assumption: employee only about $5,450 at 4% or $3,633 at 6%; with 50% employer match about $3,633 at 4% or $2,422 at 6%; with 100% employer match about $2,725 at 4% or $1,817 at 6%. |
| WHARTONS INC 401K PROFIT SHARING PLAN & TRUST | - | 4 | $54,238 | $872 | $218iApproximate average salary by contribution assumption: employee only about $5,450 at 4% or $3,633 at 6%; with 50% employer match about $3,633 at 4% or $2,422 at 6%; with 100% employer match about $2,725 at 4% or $1,817 at 6%. |
| 2006 | 1 | 25 | $0 | $0 | - |
| WHARTONS INC 401K PROFIT SHARING PLAN & TRUST | - | 25 | - | - | - |
| 2004 | 1 | 17 | $47,652 | $2,910 | $171iApproximate average salary by contribution assumption: employee only about $4,279 at 4% or $2,853 at 6%; with 50% employer match about $2,853 at 4% or $1,902 at 6%; with 100% employer match about $2,140 at 4% or $1,426 at 6%. |
| Whartons Inc. 401K Retirement Plan | - | 17 | $47,652 | $2,910 | $171iApproximate average salary by contribution assumption: employee only about $4,279 at 4% or $2,853 at 6%; with 50% employer match about $2,853 at 4% or $1,902 at 6%; with 100% employer match about $2,140 at 4% or $1,426 at 6%. |
| 2003 | 1 | 17 | $0 | $0 | - |
| Whartons Inc. 401K Retirement Plan | - | 17 | - | - | - |
| 2002 | 1 | 22 | $0 | $0 | - |
| Whartons Inc. 401K Retirement Plan | - | 22 | - | - | - |
| 2001 | 1 | 19 | $0 | $0 | - |
| Whartons Inc. 401K Retirement Plan | - | 19 | - | - | - |
| 2000 | 1 | 18 | $0 | $0 | - |
| Whartons Inc. 401K Retirement Plan | - | 18 | - | - | - |
| 1999 | 1 | 14 | $110,941 | $26,225 | $1,873iApproximate average salary by contribution assumption: employee only about $46,830 at 4% or $31,220 at 6%; with 50% employer match about $31,220 at 4% or $20,813 at 6%; with 100% employer match about $23,415 at 4% or $15,610 at 6%. |
| Whartons Inc. 401K Retirement Plan | - | 14 | $110,941 | $26,225 | $1,873iApproximate average salary by contribution assumption: employee only about $46,830 at 4% or $31,220 at 6%; with 50% employer match about $31,220 at 4% or $20,813 at 6%; with 100% employer match about $23,415 at 4% or $15,610 at 6%. |