Civic Intelligence

The Witz & Sons LLC

Plan context: The Witz/Kaufman 401(K) Profit Sharing Plan

EIN 27-2372502 • Chester, NY • 10 filings • 2 plans

P.O. Box 536Chester, NY 10918
Current Snapshot

Latest Year

2020

2020 Participants

31

2020 Assets

$314,042

2020 Contributions

$92,200

Historical Graphs

Total Assets Over Time

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

$599,770$299,885$0201520172019YearValue
$314,042Latest year 2019

Participants Over Time

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

34170201520172019YearValue
31Latest 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-
The Witz/Kaufman 401(K) Profit Sharing Plan-0$0$0-
2019131$314,042$0-
The Witz/Kaufman 401(K) Profit Sharing Plan-31$314,042$0-
2018234$272,313$92,200$2,712iApproximate average salary by contribution assumption: employee only about $67,794 at 4% or $45,196 at 6%; with 50% employer match about $45,196 at 4% or $30,131 at 6%; with 100% employer match about $33,897 at 4% or $22,598 at 6%.
The Witz/Kaufman 401(K) Profit Sharing Plan-34$272,313$84,838$2,495iApproximate average salary by contribution assumption: employee only about $62,381 at 4% or $41,587 at 6%; with 50% employer match about $41,587 at 4% or $27,725 at 6%; with 100% employer match about $31,190 at 4% or $20,794 at 6%.
The Witz/Kaufman Pension Trust-0$0$7,362-
2017231$599,770$226,957$7,321iApproximate average salary by contribution assumption: employee only about $183,030 at 4% or $122,020 at 6%; with 50% employer match about $122,020 at 4% or $81,347 at 6%; with 100% employer match about $91,515 at 4% or $61,010 at 6%.
The Witz/Kaufman Pension Trust-25$371,742$147,221$5,889iApproximate average salary by contribution assumption: employee only about $147,221 at 4% or $98,147 at 6%; with 50% employer match about $98,147 at 4% or $65,432 at 6%; with 100% employer match about $73,611 at 4% or $49,074 at 6%.
The Witz/Kaufman 401(K) Profit Sharing Plan-31$228,028$79,736$2,572iApproximate average salary by contribution assumption: employee only about $64,303 at 4% or $42,869 at 6%; with 50% employer match about $42,869 at 4% or $28,579 at 6%; with 100% employer match about $32,152 at 4% or $21,434 at 6%.
2016214$353,865$119,941$8,567iApproximate average salary by contribution assumption: employee only about $214,180 at 4% or $142,787 at 6%; with 50% employer match about $142,787 at 4% or $95,191 at 6%; with 100% employer match about $107,090 at 4% or $71,393 at 6%.
The Witz/Kaufman Pension Trust-13$194,168$61,083$4,699iApproximate average salary by contribution assumption: employee only about $117,467 at 4% or $78,312 at 6%; with 50% employer match about $78,312 at 4% or $52,208 at 6%; with 100% employer match about $58,734 at 4% or $39,156 at 6%.
The Witz/Kaufman 401(K) Profit Sharing Plan-14$159,697$58,858$4,204iApproximate average salary by contribution assumption: employee only about $105,104 at 4% or $70,069 at 6%; with 50% employer match about $70,069 at 4% or $46,713 at 6%; with 100% employer match about $52,552 at 4% or $35,035 at 6%.
2015211$234,150$234,150$21,286iApproximate average salary by contribution assumption: employee only about $532,159 at 4% or $354,773 at 6%; with 50% employer match about $354,773 at 4% or $236,515 at 6%; with 100% employer match about $266,080 at 4% or $177,386 at 6%.
The Witz/Kaufman Pension Trust-11$133,200$133,200$12,109iApproximate average salary by contribution assumption: employee only about $302,727 at 4% or $201,818 at 6%; with 50% employer match about $201,818 at 4% or $134,545 at 6%; with 100% employer match about $151,364 at 4% or $100,909 at 6%.
The Witz/Kaufman 401(K) Profit Sharing Plan-8$100,950$100,950$12,619iApproximate average salary by contribution assumption: employee only about $315,469 at 4% or $210,313 at 6%; with 50% employer match about $210,313 at 4% or $140,208 at 6%; with 100% employer match about $157,734 at 4% or $105,156 at 6%.