David Biffen DBA Biffen Wealth Management
Plan context: Biffen Wealth Management 401(K) Profit Sharing Plan
EIN 23-2377538 • West Chester, PA • 7 filings • 1 plans
Current Snapshot
Latest Year
2016
2016 Participants
2
2016 Assets
$365,984
2016 Contributions
$900
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 |
|---|---|---|---|---|---|
| 2016 | 1 | 0 | $0 | $900 | - |
| Biffen Wealth Management 401(K) Profit Sharing Plan | - | 0 | $0 | $900 | - |
| 2015 | 1 | 2 | $365,984 | $25,100 | $12,550iApproximate average salary by contribution assumption: employee only about $313,750 at 4% or $209,167 at 6%; with 50% employer match about $209,167 at 4% or $139,444 at 6%; with 100% employer match about $156,875 at 4% or $104,583 at 6%. |
| Biffen Wealth Management 401(K) Profit Sharing Plan | - | 2 | $365,984 | $25,100 | $12,550iApproximate average salary by contribution assumption: employee only about $313,750 at 4% or $209,167 at 6%; with 50% employer match about $209,167 at 4% or $139,444 at 6%; with 100% employer match about $156,875 at 4% or $104,583 at 6%. |
| 2014 | 1 | 2 | $346,441 | $61,050 | $30,525iApproximate average salary by contribution assumption: employee only about $763,125 at 4% or $508,750 at 6%; with 50% employer match about $508,750 at 4% or $339,167 at 6%; with 100% employer match about $381,563 at 4% or $254,375 at 6%. |
| Biffen Wealth Management 401(K) Profit Sharing Plan | - | 2 | $346,441 | $61,050 | $30,525iApproximate average salary by contribution assumption: employee only about $763,125 at 4% or $508,750 at 6%; with 50% employer match about $508,750 at 4% or $339,167 at 6%; with 100% employer match about $381,563 at 4% or $254,375 at 6%. |
| 2013 | 1 | 2 | $277,799 | $58,150 | $29,075iApproximate average salary by contribution assumption: employee only about $726,875 at 4% or $484,583 at 6%; with 50% employer match about $484,583 at 4% or $323,056 at 6%; with 100% employer match about $363,438 at 4% or $242,292 at 6%. |
| Biffen Wealth Management 401(K) Profit Sharing Plan | - | 2 | $277,799 | $58,150 | $29,075iApproximate average salary by contribution assumption: employee only about $726,875 at 4% or $484,583 at 6%; with 50% employer match about $484,583 at 4% or $323,056 at 6%; with 100% employer match about $363,438 at 4% or $242,292 at 6%. |
| 2012 | 1 | 2 | $179,536 | $60,088 | $30,044iApproximate average salary by contribution assumption: employee only about $751,100 at 4% or $500,733 at 6%; with 50% employer match about $500,733 at 4% or $333,822 at 6%; with 100% employer match about $375,550 at 4% or $250,367 at 6%. |
| Biffen Wealth Management 401(K) Profit Sharing Plan | - | 2 | $179,536 | $60,088 | $30,044iApproximate average salary by contribution assumption: employee only about $751,100 at 4% or $500,733 at 6%; with 50% employer match about $500,733 at 4% or $333,822 at 6%; with 100% employer match about $375,550 at 4% or $250,367 at 6%. |
| 2011 | 1 | 2 | $112,737 | $55,061 | $27,531iApproximate average salary by contribution assumption: employee only about $688,263 at 4% or $458,842 at 6%; with 50% employer match about $458,842 at 4% or $305,894 at 6%; with 100% employer match about $344,131 at 4% or $229,421 at 6%. |
| Biffen Wealth Management 401(K) Profit Sharing Plan | - | 2 | $112,737 | $55,061 | $27,531iApproximate average salary by contribution assumption: employee only about $688,263 at 4% or $458,842 at 6%; with 50% employer match about $458,842 at 4% or $305,894 at 6%; with 100% employer match about $344,131 at 4% or $229,421 at 6%. |
| 2010 | 1 | 3 | $63,511 | $63,173 | $21,058iApproximate average salary by contribution assumption: employee only about $526,442 at 4% or $350,961 at 6%; with 50% employer match about $350,961 at 4% or $233,974 at 6%; with 100% employer match about $263,221 at 4% or $175,481 at 6%. |
| Biffen Wealth Management 401(K) Profit Sharing Plan | - | 3 | $63,511 | $63,173 | $21,058iApproximate average salary by contribution assumption: employee only about $526,442 at 4% or $350,961 at 6%; with 50% employer match about $350,961 at 4% or $233,974 at 6%; with 100% employer match about $263,221 at 4% or $175,481 at 6%. |