Civic Intelligence

Joan Werleman, D.D.S. PC.

Plan context: Joan Werleman, D.D.S. PC. 401(K) Profit Sharing Plan and Trust

EIN 23-3025751 • Hanover, PA • 11 filings • 3 plans

195 Stock StreetSuite 310Hanover, PA 17331
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$244,751

2024 Contributions

$6,343

Historical Graphs

Total Assets Over Time

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

$670,500$335,250$0201420192024YearValue
$244,751Latest year 2024

Participants Over Time

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

1680201420192024YearValue
6Latest 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
202416$244,751$6,343$1,057iApproximate average salary by contribution assumption: employee only about $26,429 at 4% or $17,619 at 6%; with 50% employer match about $17,619 at 4% or $11,746 at 6%; with 100% employer match about $13,215 at 4% or $8,810 at 6%.
Joan Werleman, D.D.S. PC. 401(K) Profit Sharing Plan and Trust-6$244,751$6,343$1,057iApproximate average salary by contribution assumption: employee only about $26,429 at 4% or $17,619 at 6%; with 50% employer match about $17,619 at 4% or $11,746 at 6%; with 100% employer match about $13,215 at 4% or $8,810 at 6%.
202317$599,002$2,750$393iApproximate average salary by contribution assumption: employee only about $9,821 at 4% or $6,548 at 6%; with 50% employer match about $6,548 at 4% or $4,365 at 6%; with 100% employer match about $4,911 at 4% or $3,274 at 6%.
Joan Werleman, D.D.S. PC. 401(K) Profit Sharing Plan and Trust-7$599,002$2,750$393iApproximate average salary by contribution assumption: employee only about $9,821 at 4% or $6,548 at 6%; with 50% employer match about $6,548 at 4% or $4,365 at 6%; with 100% employer match about $4,911 at 4% or $3,274 at 6%.
202214$532,451$0-
Joan Werleman, D.D.S. PC. 401(K) Profit Sharing Plan and Trust-4$532,451--
202117$644,925$0-
Joan Werleman, D.D.S. PC. 401(K) Profit Sharing Plan and Trust-7$644,925--
2020116$670,500$22,160$1,385iApproximate average salary by contribution assumption: employee only about $34,625 at 4% or $23,083 at 6%; with 50% employer match about $23,083 at 4% or $15,389 at 6%; with 100% employer match about $17,313 at 4% or $11,542 at 6%.
Joan Werleman, D.D.S. PC. 401(K) Profit Sharing Plan and Trust-16$670,500$22,160$1,385iApproximate average salary by contribution assumption: employee only about $34,625 at 4% or $23,083 at 6%; with 50% employer match about $23,083 at 4% or $15,389 at 6%; with 100% employer match about $17,313 at 4% or $11,542 at 6%.
2019116$611,831$52,028$3,252iApproximate average salary by contribution assumption: employee only about $81,294 at 4% or $54,196 at 6%; with 50% employer match about $54,196 at 4% or $36,131 at 6%; with 100% employer match about $40,647 at 4% or $27,098 at 6%.
Joan Werleman, D.D.S. PC. 401(K) Profit Sharing Plan and Trust-16$611,831$52,028$3,252iApproximate average salary by contribution assumption: employee only about $81,294 at 4% or $54,196 at 6%; with 50% employer match about $54,196 at 4% or $36,131 at 6%; with 100% employer match about $40,647 at 4% or $27,098 at 6%.
2018115$476,157$49,831$3,322iApproximate average salary by contribution assumption: employee only about $83,052 at 4% or $55,368 at 6%; with 50% employer match about $55,368 at 4% or $36,912 at 6%; with 100% employer match about $41,526 at 4% or $27,684 at 6%.
Joan Werleman, D.D.S. PC. 401(K) Profit Sharing Plan and Trust-15$476,157$49,831$3,322iApproximate average salary by contribution assumption: employee only about $83,052 at 4% or $55,368 at 6%; with 50% employer match about $55,368 at 4% or $36,912 at 6%; with 100% employer match about $41,526 at 4% or $27,684 at 6%.
2017112$488,248$30,572$2,548iApproximate average salary by contribution assumption: employee only about $63,692 at 4% or $42,461 at 6%; with 50% employer match about $42,461 at 4% or $28,307 at 6%; with 100% employer match about $31,846 at 4% or $21,231 at 6%.
Joan Werleman, D.D.S. PC. 401(K) Profit Sharing Plan and Trust-12$488,248$30,572$2,548iApproximate average salary by contribution assumption: employee only about $63,692 at 4% or $42,461 at 6%; with 50% employer match about $42,461 at 4% or $28,307 at 6%; with 100% employer match about $31,846 at 4% or $21,231 at 6%.
2016113$477,101$39,775$3,060iApproximate average salary by contribution assumption: employee only about $76,490 at 4% or $50,994 at 6%; with 50% employer match about $50,994 at 4% or $33,996 at 6%; with 100% employer match about $38,245 at 4% or $25,497 at 6%.
Joan Werleman, D.D.S. PC. 401(K) Profit Sharing Plan and Trust-13$477,101$39,775$3,060iApproximate average salary by contribution assumption: employee only about $76,490 at 4% or $50,994 at 6%; with 50% employer match about $50,994 at 4% or $33,996 at 6%; with 100% employer match about $38,245 at 4% or $25,497 at 6%.
2015113$391,550$40,345$3,103iApproximate average salary by contribution assumption: employee only about $77,587 at 4% or $51,724 at 6%; with 50% employer match about $51,724 at 4% or $34,483 at 6%; with 100% employer match about $38,793 at 4% or $25,862 at 6%.
Joan Werleman, D.D.S. PC. 401(K) Profit Sharing Plan and Trust-13$391,550$40,345$3,103iApproximate average salary by contribution assumption: employee only about $77,587 at 4% or $51,724 at 6%; with 50% employer match about $51,724 at 4% or $34,483 at 6%; with 100% employer match about $38,793 at 4% or $25,862 at 6%.
2014110$362,956$363,296$36,330iApproximate average salary by contribution assumption: employee only about $908,240 at 4% or $605,493 at 6%; with 50% employer match about $605,493 at 4% or $403,662 at 6%; with 100% employer match about $454,120 at 4% or $302,747 at 6%.
Joan Werleman, D.D.S. PC. 401(K) Profit Sharing Plan and Trust-10$362,956$363,296$36,330iApproximate average salary by contribution assumption: employee only about $908,240 at 4% or $605,493 at 6%; with 50% employer match about $605,493 at 4% or $403,662 at 6%; with 100% employer match about $454,120 at 4% or $302,747 at 6%.