Civic Intelligence

Weik Investment Services Inc.

Plan context: Weik Investment Services Inc. Profit Sharing Plan

EIN 23-2471870 • Wyomissing, PA • 26 filings • 3 plans

18 Commerce DriveWyomissing, PA 19610
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$4,873,895

2024 Contributions

$130,000

Historical Graphs

Total Assets Over Time

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

$4,873,895$2,436,948$0199920122024YearValue
$4,873,895Latest year 2024

Participants Over Time

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

1050199920122024YearValue
8Latest year 2024

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
202418$4,873,895$130,000$16,250iApproximate average salary by contribution assumption: employee only about $406,250 at 4% or $270,833 at 6%; with 50% employer match about $270,833 at 4% or $180,556 at 6%; with 100% employer match about $203,125 at 4% or $135,417 at 6%.
Weik Investment Services Inc. Profit Sharing Plan-8$4,873,895$130,000$16,250iApproximate average salary by contribution assumption: employee only about $406,250 at 4% or $270,833 at 6%; with 50% employer match about $270,833 at 4% or $180,556 at 6%; with 100% employer match about $203,125 at 4% or $135,417 at 6%.
202318$4,263,435$110,000$13,750iApproximate average salary by contribution assumption: employee only about $343,750 at 4% or $229,167 at 6%; with 50% employer match about $229,167 at 4% or $152,778 at 6%; with 100% employer match about $171,875 at 4% or $114,583 at 6%.
Weik Investment Services Inc. Profit Sharing Plan-8$4,263,435$110,000$13,750iApproximate average salary by contribution assumption: employee only about $343,750 at 4% or $229,167 at 6%; with 50% employer match about $229,167 at 4% or $152,778 at 6%; with 100% employer match about $171,875 at 4% or $114,583 at 6%.
202218$3,678,791$125,000$15,625iApproximate average salary by contribution assumption: employee only about $390,625 at 4% or $260,417 at 6%; with 50% employer match about $260,417 at 4% or $173,611 at 6%; with 100% employer match about $195,313 at 4% or $130,208 at 6%.
Weik Investment Services Inc. Profit Sharing Plan-8$3,678,791$125,000$15,625iApproximate average salary by contribution assumption: employee only about $390,625 at 4% or $260,417 at 6%; with 50% employer match about $260,417 at 4% or $173,611 at 6%; with 100% employer match about $195,313 at 4% or $130,208 at 6%.
202117$4,056,299$110,000$15,714iApproximate average salary by contribution assumption: employee only about $392,857 at 4% or $261,905 at 6%; with 50% employer match about $261,905 at 4% or $174,603 at 6%; with 100% employer match about $196,429 at 4% or $130,952 at 6%.
Weik Investment Services Inc. Profit Sharing Plan-7$4,056,299$110,000$15,714iApproximate average salary by contribution assumption: employee only about $392,857 at 4% or $261,905 at 6%; with 50% employer match about $261,905 at 4% or $174,603 at 6%; with 100% employer match about $196,429 at 4% or $130,952 at 6%.
202018$3,674,879$110,000$13,750iApproximate average salary by contribution assumption: employee only about $343,750 at 4% or $229,167 at 6%; with 50% employer match about $229,167 at 4% or $152,778 at 6%; with 100% employer match about $171,875 at 4% or $114,583 at 6%.
Weik Investment Services Inc. Profit Sharing Plan-8$3,674,879$110,000$13,750iApproximate average salary by contribution assumption: employee only about $343,750 at 4% or $229,167 at 6%; with 50% employer match about $229,167 at 4% or $152,778 at 6%; with 100% employer match about $171,875 at 4% or $114,583 at 6%.
201919$3,847,099$125,000$13,889iApproximate average salary by contribution assumption: employee only about $347,222 at 4% or $231,481 at 6%; with 50% employer match about $231,481 at 4% or $154,321 at 6%; with 100% employer match about $173,611 at 4% or $115,741 at 6%.
Weik Investment Services Inc. Profit Sharing Plan-9$3,847,099$125,000$13,889iApproximate average salary by contribution assumption: employee only about $347,222 at 4% or $231,481 at 6%; with 50% employer match about $231,481 at 4% or $154,321 at 6%; with 100% employer match about $173,611 at 4% or $115,741 at 6%.
201819$3,161,308$124,000$13,778iApproximate average salary by contribution assumption: employee only about $344,444 at 4% or $229,630 at 6%; with 50% employer match about $229,630 at 4% or $153,086 at 6%; with 100% employer match about $172,222 at 4% or $114,815 at 6%.
Weik Investment Services Inc. Profit Sharing Plan-9$3,161,308$124,000$13,778iApproximate average salary by contribution assumption: employee only about $344,444 at 4% or $229,630 at 6%; with 50% employer match about $229,630 at 4% or $153,086 at 6%; with 100% employer match about $172,222 at 4% or $114,815 at 6%.
201719$3,239,556$125,000$13,889iApproximate average salary by contribution assumption: employee only about $347,222 at 4% or $231,481 at 6%; with 50% employer match about $231,481 at 4% or $154,321 at 6%; with 100% employer match about $173,611 at 4% or $115,741 at 6%.
Weik Investment Services Inc. Profit Sharing Plan-9$3,239,556$125,000$13,889iApproximate average salary by contribution assumption: employee only about $347,222 at 4% or $231,481 at 6%; with 50% employer match about $231,481 at 4% or $154,321 at 6%; with 100% employer match about $173,611 at 4% or $115,741 at 6%.
201619$2,750,144$118,000$13,111iApproximate average salary by contribution assumption: employee only about $327,778 at 4% or $218,519 at 6%; with 50% employer match about $218,519 at 4% or $145,679 at 6%; with 100% employer match about $163,889 at 4% or $109,259 at 6%.
Weik Investment Services Inc. Profit Sharing Plan-9$2,750,144$118,000$13,111iApproximate average salary by contribution assumption: employee only about $327,778 at 4% or $218,519 at 6%; with 50% employer match about $218,519 at 4% or $145,679 at 6%; with 100% employer match about $163,889 at 4% or $109,259 at 6%.
2015110$2,483,924$130,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.
Weik Investment Services Inc. Profit Sharing Plan-10$2,483,924$130,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.
201419$2,417,440$100,000$11,111iApproximate average salary by contribution assumption: employee only about $277,778 at 4% or $185,185 at 6%; with 50% employer match about $185,185 at 4% or $123,457 at 6%; with 100% employer match about $138,889 at 4% or $92,593 at 6%.
Weik Investment Services Inc. Profit Sharing Plan-9$2,417,440$100,000$11,111iApproximate average salary by contribution assumption: employee only about $277,778 at 4% or $185,185 at 6%; with 50% employer match about $185,185 at 4% or $123,457 at 6%; with 100% employer match about $138,889 at 4% or $92,593 at 6%.
201318$2,174,259$85,000$10,625iApproximate average salary by contribution assumption: employee only about $265,625 at 4% or $177,083 at 6%; with 50% employer match about $177,083 at 4% or $118,056 at 6%; with 100% employer match about $132,813 at 4% or $88,542 at 6%.
Weik Investment Services Inc. Profit Sharing Plan-8$2,174,259$85,000$10,625iApproximate average salary by contribution assumption: employee only about $265,625 at 4% or $177,083 at 6%; with 50% employer match about $177,083 at 4% or $118,056 at 6%; with 100% employer match about $132,813 at 4% or $88,542 at 6%.
201217$1,759,679$82,500$11,786iApproximate average salary by contribution assumption: employee only about $294,643 at 4% or $196,429 at 6%; with 50% employer match about $196,429 at 4% or $130,952 at 6%; with 100% employer match about $147,321 at 4% or $98,214 at 6%.
Weik Investment Services Inc. Profit Sharing Plan-7$1,759,679$82,500$11,786iApproximate average salary by contribution assumption: employee only about $294,643 at 4% or $196,429 at 6%; with 50% employer match about $196,429 at 4% or $130,952 at 6%; with 100% employer match about $147,321 at 4% or $98,214 at 6%.
201118$1,583,540$83,000$10,375iApproximate average salary by contribution assumption: employee only about $259,375 at 4% or $172,917 at 6%; with 50% employer match about $172,917 at 4% or $115,278 at 6%; with 100% employer match about $129,688 at 4% or $86,458 at 6%.
Weik Investment Services Inc. Profit Sharing Plan-8$1,583,540$83,000$10,375iApproximate average salary by contribution assumption: employee only about $259,375 at 4% or $172,917 at 6%; with 50% employer match about $172,917 at 4% or $115,278 at 6%; with 100% employer match about $129,688 at 4% or $86,458 at 6%.
201018$1,461,678$105,000$13,125iApproximate average salary by contribution assumption: employee only about $328,125 at 4% or $218,750 at 6%; with 50% employer match about $218,750 at 4% or $145,833 at 6%; with 100% employer match about $164,063 at 4% or $109,375 at 6%.
Weik Investment Services Inc. Profit Sharing Plan-8$1,461,678$105,000$13,125iApproximate average salary by contribution assumption: employee only about $328,125 at 4% or $218,750 at 6%; with 50% employer match about $218,750 at 4% or $145,833 at 6%; with 100% employer match about $164,063 at 4% or $109,375 at 6%.
200919$1,386,566$90,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Weik Investment Services Inc. Profit Sharing Plan-9$1,386,566$90,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
200817$1,068,197$122,230$17,461iApproximate average salary by contribution assumption: employee only about $436,536 at 4% or $291,024 at 6%; with 50% employer match about $291,024 at 4% or $194,016 at 6%; with 100% employer match about $218,268 at 4% or $145,512 at 6%.
Weik Investment Services Inc. Profit Sharing Plan-7$1,068,197$122,230$17,461iApproximate average salary by contribution assumption: employee only about $436,536 at 4% or $291,024 at 6%; with 50% employer match about $291,024 at 4% or $194,016 at 6%; with 100% employer match about $218,268 at 4% or $145,512 at 6%.
200716$1,219,466$120,587$20,098iApproximate average salary by contribution assumption: employee only about $502,446 at 4% or $334,964 at 6%; with 50% employer match about $334,964 at 4% or $223,309 at 6%; with 100% employer match about $251,223 at 4% or $167,482 at 6%.
Weik Investment Services Inc. Profit Sharing Plan-6$1,219,466$120,587$20,098iApproximate average salary by contribution assumption: employee only about $502,446 at 4% or $334,964 at 6%; with 50% employer match about $334,964 at 4% or $223,309 at 6%; with 100% employer match about $251,223 at 4% or $167,482 at 6%.
200617$1,050,200$104,106$14,872iApproximate average salary by contribution assumption: employee only about $371,807 at 4% or $247,871 at 6%; with 50% employer match about $247,871 at 4% or $165,248 at 6%; with 100% employer match about $185,904 at 4% or $123,936 at 6%.
Weik Investment Services Inc. Profit Sharing Plan-7$1,050,200$104,106$14,872iApproximate average salary by contribution assumption: employee only about $371,807 at 4% or $247,871 at 6%; with 50% employer match about $247,871 at 4% or $165,248 at 6%; with 100% employer match about $185,904 at 4% or $123,936 at 6%.
200515$864,521$89,505$17,901iApproximate average salary by contribution assumption: employee only about $447,525 at 4% or $298,350 at 6%; with 50% employer match about $298,350 at 4% or $198,900 at 6%; with 100% employer match about $223,763 at 4% or $149,175 at 6%.
Weik Investment Services Inc. Profit Sharing Plan-5$864,521$89,505$17,901iApproximate average salary by contribution assumption: employee only about $447,525 at 4% or $298,350 at 6%; with 50% employer match about $298,350 at 4% or $198,900 at 6%; with 100% employer match about $223,763 at 4% or $149,175 at 6%.
200416$727,643$91,085$15,181iApproximate average salary by contribution assumption: employee only about $379,521 at 4% or $253,014 at 6%; with 50% employer match about $253,014 at 4% or $168,676 at 6%; with 100% employer match about $189,760 at 4% or $126,507 at 6%.
Weik Investment Services Inc. Profit Sharing Plan-6$727,643$91,085$15,181iApproximate average salary by contribution assumption: employee only about $379,521 at 4% or $253,014 at 6%; with 50% employer match about $253,014 at 4% or $168,676 at 6%; with 100% employer match about $189,760 at 4% or $126,507 at 6%.
200316$579,369$87,126$14,521iApproximate average salary by contribution assumption: employee only about $363,025 at 4% or $242,017 at 6%; with 50% employer match about $242,017 at 4% or $161,344 at 6%; with 100% employer match about $181,513 at 4% or $121,008 at 6%.
Weik Investment Services Inc. Profit Sharing Plan-6$579,369$87,126$14,521iApproximate average salary by contribution assumption: employee only about $363,025 at 4% or $242,017 at 6%; with 50% employer match about $242,017 at 4% or $161,344 at 6%; with 100% employer match about $181,513 at 4% or $121,008 at 6%.
200215$410,412$80,204$16,041iApproximate average salary by contribution assumption: employee only about $401,020 at 4% or $267,347 at 6%; with 50% employer match about $267,347 at 4% or $178,231 at 6%; with 100% employer match about $200,510 at 4% or $133,673 at 6%.
Weik Investment Services Inc. Profit Sharing Plan-5$410,412$80,204$16,041iApproximate average salary by contribution assumption: employee only about $401,020 at 4% or $267,347 at 6%; with 50% employer match about $267,347 at 4% or $178,231 at 6%; with 100% employer match about $200,510 at 4% or $133,673 at 6%.
200115$0$0-
Weik Investment Services Inc. Profit Sharing Plan-5---
200014$265,723$47,982$11,996iApproximate average salary by contribution assumption: employee only about $299,888 at 4% or $199,925 at 6%; with 50% employer match about $199,925 at 4% or $133,283 at 6%; with 100% employer match about $149,944 at 4% or $99,963 at 6%.
Weik Investment Services Inc. Profit Sharing Plan-4$265,723$47,982$11,996iApproximate average salary by contribution assumption: employee only about $299,888 at 4% or $199,925 at 6%; with 50% employer match about $199,925 at 4% or $133,283 at 6%; with 100% employer match about $149,944 at 4% or $99,963 at 6%.
199914$180,882$50,462$12,616iApproximate average salary by contribution assumption: employee only about $315,388 at 4% or $210,258 at 6%; with 50% employer match about $210,258 at 4% or $140,172 at 6%; with 100% employer match about $157,694 at 4% or $105,129 at 6%.
Weik Investment Services Inc. Profit Sharing Plan-4$180,882$50,462$12,616iApproximate average salary by contribution assumption: employee only about $315,388 at 4% or $210,258 at 6%; with 50% employer match about $210,258 at 4% or $140,172 at 6%; with 100% employer match about $157,694 at 4% or $105,129 at 6%.