Civic Intelligence

David J. Wess

Plan context: David J. Wess Profit Sharing Plan and Trust

EIN 25-1530842 • Summerhill, PA • 22 filings • 2 plans

1163 New Germany RdSummerhill, PA 15958-5606
Current Snapshot

Latest Year

2020

2020 Participants

2

2020 Assets

$250,795

2020 Contributions

$7,538

Historical Graphs

Total Assets Over Time

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

$250,795$125,398$0199920102019YearValue
$250,795Latest year 2019

Participants Over Time

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

420199920092019YearValue
2Latest year 2019

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
202010$0$0-
David J. Wess Profit Sharing Plan and Trust-0$0--
201912$250,795$0-
David J. Wess Profit Sharing Plan and Trust-2$250,795--
201812$200,521$0-
David J. Wess Profit Sharing Plan and Trust-2$200,521--
201712$213,545$0-
David J. Wess Profit Sharing Plan and Trust-2$213,545--
201613$218,761$7,538$2,513iApproximate average salary by contribution assumption: employee only about $62,817 at 4% or $41,878 at 6%; with 50% employer match about $41,878 at 4% or $27,919 at 6%; with 100% employer match about $31,408 at 4% or $20,939 at 6%.
David J. Wess Profit Sharing Plan and Trust-3$218,761$7,538$2,513iApproximate average salary by contribution assumption: employee only about $62,817 at 4% or $41,878 at 6%; with 50% employer match about $41,878 at 4% or $27,919 at 6%; with 100% employer match about $31,408 at 4% or $20,939 at 6%.
201513$199,746$7,035$2,345iApproximate average salary by contribution assumption: employee only about $58,625 at 4% or $39,083 at 6%; with 50% employer match about $39,083 at 4% or $26,056 at 6%; with 100% employer match about $29,313 at 4% or $19,542 at 6%.
David J. Wess Profit Sharing Plan and Trust-3$199,746$7,035$2,345iApproximate average salary by contribution assumption: employee only about $58,625 at 4% or $39,083 at 6%; with 50% employer match about $39,083 at 4% or $26,056 at 6%; with 100% employer match about $29,313 at 4% or $19,542 at 6%.
201413$192,481$6,993$2,331iApproximate average salary by contribution assumption: employee only about $58,275 at 4% or $38,850 at 6%; with 50% employer match about $38,850 at 4% or $25,900 at 6%; with 100% employer match about $29,138 at 4% or $19,425 at 6%.
David J. Wess Profit Sharing Plan and Trust-3$192,481$6,993$2,331iApproximate average salary by contribution assumption: employee only about $58,275 at 4% or $38,850 at 6%; with 50% employer match about $38,850 at 4% or $25,900 at 6%; with 100% employer match about $29,138 at 4% or $19,425 at 6%.
201313$177,537$8,766$2,922iApproximate average salary by contribution assumption: employee only about $73,050 at 4% or $48,700 at 6%; with 50% employer match about $48,700 at 4% or $32,467 at 6%; with 100% employer match about $36,525 at 4% or $24,350 at 6%.
David J. Wess Profit Sharing Plan and Trust-3$177,537$8,766$2,922iApproximate average salary by contribution assumption: employee only about $73,050 at 4% or $48,700 at 6%; with 50% employer match about $48,700 at 4% or $32,467 at 6%; with 100% employer match about $36,525 at 4% or $24,350 at 6%.
201213$158,414$0-
David J. Wess Profit Sharing Plan and Trust-3$158,414--
201113$139,373$7,058$2,353iApproximate average salary by contribution assumption: employee only about $58,817 at 4% or $39,211 at 6%; with 50% employer match about $39,211 at 4% or $26,141 at 6%; with 100% employer match about $29,408 at 4% or $19,606 at 6%.
David J. Wess Profit Sharing Plan and Trust-3$139,373$7,058$2,353iApproximate average salary by contribution assumption: employee only about $58,817 at 4% or $39,211 at 6%; with 50% employer match about $39,211 at 4% or $26,141 at 6%; with 100% employer match about $29,408 at 4% or $19,606 at 6%.
201012$136,791$0-
David J. Wess Profit Sharing Plan and Trust-2$136,791--
200912$124,290$8,979$4,490iApproximate average salary by contribution assumption: employee only about $112,238 at 4% or $74,825 at 6%; with 50% employer match about $74,825 at 4% or $49,883 at 6%; with 100% employer match about $56,119 at 4% or $37,413 at 6%.
David J. Wess Profit Sharing Plan and Trust-2$124,290$8,979$4,490iApproximate average salary by contribution assumption: employee only about $112,238 at 4% or $74,825 at 6%; with 50% employer match about $74,825 at 4% or $49,883 at 6%; with 100% employer match about $56,119 at 4% or $37,413 at 6%.
200812$90,798$7,600$3,800iApproximate average salary by contribution assumption: employee only about $95,000 at 4% or $63,333 at 6%; with 50% employer match about $63,333 at 4% or $42,222 at 6%; with 100% employer match about $47,500 at 4% or $31,667 at 6%.
David J. Wess Profit Sharing Plan and Trust-2$90,798$7,600$3,800iApproximate average salary by contribution assumption: employee only about $95,000 at 4% or $63,333 at 6%; with 50% employer match about $63,333 at 4% or $42,222 at 6%; with 100% employer match about $47,500 at 4% or $31,667 at 6%.
200712$0$0-
David J. Wess Profit Sharing Plan and Trust-2---
200612$132,197$5,400$2,700iApproximate average salary by contribution assumption: employee only about $67,500 at 4% or $45,000 at 6%; with 50% employer match about $45,000 at 4% or $30,000 at 6%; with 100% employer match about $33,750 at 4% or $22,500 at 6%.
David J. Wess Profit Sharing Plan and Trust-2$132,197$5,400$2,700iApproximate average salary by contribution assumption: employee only about $67,500 at 4% or $45,000 at 6%; with 50% employer match about $45,000 at 4% or $30,000 at 6%; with 100% employer match about $33,750 at 4% or $22,500 at 6%.
200512$108,508$5,837$2,919iApproximate average salary by contribution assumption: employee only about $72,963 at 4% or $48,642 at 6%; with 50% employer match about $48,642 at 4% or $32,428 at 6%; with 100% employer match about $36,481 at 4% or $24,321 at 6%.
David J. Wess Profit Sharing Plan and Trust-2$108,508$5,837$2,919iApproximate average salary by contribution assumption: employee only about $72,963 at 4% or $48,642 at 6%; with 50% employer match about $48,642 at 4% or $32,428 at 6%; with 100% employer match about $36,481 at 4% or $24,321 at 6%.
200412$93,998$4,012$2,006iApproximate average salary by contribution assumption: employee only about $50,150 at 4% or $33,433 at 6%; with 50% employer match about $33,433 at 4% or $22,289 at 6%; with 100% employer match about $25,075 at 4% or $16,717 at 6%.
David J. Wess Profit Sharing Plan and Trust-2$93,998$4,012$2,006iApproximate average salary by contribution assumption: employee only about $50,150 at 4% or $33,433 at 6%; with 50% employer match about $33,433 at 4% or $22,289 at 6%; with 100% employer match about $25,075 at 4% or $16,717 at 6%.
200313$80,819$7,520$2,507iApproximate average salary by contribution assumption: employee only about $62,667 at 4% or $41,778 at 6%; with 50% employer match about $41,778 at 4% or $27,852 at 6%; with 100% employer match about $31,333 at 4% or $20,889 at 6%.
David J. Wess Profit Sharing Plan and Trust-3$80,819$7,520$2,507iApproximate average salary by contribution assumption: employee only about $62,667 at 4% or $41,778 at 6%; with 50% employer match about $41,778 at 4% or $27,852 at 6%; with 100% employer match about $31,333 at 4% or $20,889 at 6%.
200213$57,622$7,415$2,472iApproximate average salary by contribution assumption: employee only about $61,792 at 4% or $41,194 at 6%; with 50% employer match about $41,194 at 4% or $27,463 at 6%; with 100% employer match about $30,896 at 4% or $20,597 at 6%.
David J. Wess Profit Sharing Plan and Trust-3$57,622$7,415$2,472iApproximate average salary by contribution assumption: employee only about $61,792 at 4% or $41,194 at 6%; with 50% employer match about $41,194 at 4% or $27,463 at 6%; with 100% employer match about $30,896 at 4% or $20,597 at 6%.
200114$0$0-
David J. Wess Profit Sharing Plan and Trust-4---
200012$54,610$2,708$1,354iApproximate average salary by contribution assumption: employee only about $33,850 at 4% or $22,567 at 6%; with 50% employer match about $22,567 at 4% or $15,044 at 6%; with 100% employer match about $16,925 at 4% or $11,283 at 6%.
David J. Wess Profit Sharing Plan and Trust-2$54,610$2,708$1,354iApproximate average salary by contribution assumption: employee only about $33,850 at 4% or $22,567 at 6%; with 50% employer match about $22,567 at 4% or $15,044 at 6%; with 100% employer match about $16,925 at 4% or $11,283 at 6%.
199913$47,182$7,233$2,411iApproximate average salary by contribution assumption: employee only about $60,275 at 4% or $40,183 at 6%; with 50% employer match about $40,183 at 4% or $26,789 at 6%; with 100% employer match about $30,138 at 4% or $20,092 at 6%.
David J. Wess Profit Sharing Plan and Trust-3$47,182$7,233$2,411iApproximate average salary by contribution assumption: employee only about $60,275 at 4% or $40,183 at 6%; with 50% employer match about $40,183 at 4% or $26,789 at 6%; with 100% employer match about $30,138 at 4% or $20,092 at 6%.