Civic Intelligence

Wais, Vogelstein, Forman, Koch & Norman LLC

Plan context: Wais & Vogelstein LLC Cash Balance Pension Plan

EIN 27-2450611 • Baltimore, MD • 26 filings • 4 plans

1829 Reisterstown RoadSuite 425Baltimore, MD 21208
Current Snapshot

Latest Year

2024

2024 Participants

56

2024 Assets

$15,076,210

2024 Contributions

$1,691,688

Historical Graphs

Total Assets Over Time

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

$15,076,210$7,538,105$0201020172024YearValue
$15,076,210Latest year 2024

Participants Over Time

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

56280201020172024YearValue
56Latest 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
2024256$15,076,210$1,691,688$30,209iApproximate average salary by contribution assumption: employee only about $755,218 at 4% or $503,479 at 6%; with 50% employer match about $503,479 at 4% or $335,652 at 6%; with 100% employer match about $377,609 at 4% or $251,739 at 6%.
Wais & Vogelstein LLC Cash Balance Pension Plan-47$7,764,867$924,694$19,674iApproximate average salary by contribution assumption: employee only about $491,859 at 4% or $327,906 at 6%; with 50% employer match about $327,906 at 4% or $218,604 at 6%; with 100% employer match about $245,929 at 4% or $163,953 at 6%.
Wais & Vogelstein LLC 401(K) Profit Sharing Plan-56$7,311,343$766,994$13,696iApproximate average salary by contribution assumption: employee only about $342,408 at 4% or $228,272 at 6%; with 50% employer match about $228,272 at 4% or $152,181 at 6%; with 100% employer match about $171,204 at 4% or $114,136 at 6%.
2023252$13,693,632$1,587,300$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%.
Wais & Vogelstein LLC Cash Balance Pension Plan-42$7,581,733$1,015,000$24,167iApproximate average salary by contribution assumption: employee only about $604,167 at 4% or $402,778 at 6%; with 50% employer match about $402,778 at 4% or $268,519 at 6%; with 100% employer match about $302,083 at 4% or $201,389 at 6%.
Wais & Vogelstein LLC 401(K) Profit Sharing Plan-52$6,111,899$572,300$11,006iApproximate average salary by contribution assumption: employee only about $275,144 at 4% or $183,429 at 6%; with 50% employer match about $183,429 at 4% or $122,286 at 6%; with 100% employer match about $137,572 at 4% or $91,715 at 6%.
2022247$10,859,019$2,002,982$42,617iApproximate average salary by contribution assumption: employee only about $1,065,416 at 4% or $710,277 at 6%; with 50% employer match about $710,277 at 4% or $473,518 at 6%; with 100% employer match about $532,708 at 4% or $355,139 at 6%.
Wais & Vogelstein LLC Cash Balance Pension Plan-36$5,950,756$1,463,943$40,665iApproximate average salary by contribution assumption: employee only about $1,016,627 at 4% or $677,751 at 6%; with 50% employer match about $677,751 at 4% or $451,834 at 6%; with 100% employer match about $508,314 at 4% or $338,876 at 6%.
Wais & Vogelstein LLC 401(K) Profit Sharing Plan-47$4,908,263$539,039$11,469iApproximate average salary by contribution assumption: employee only about $286,723 at 4% or $191,149 at 6%; with 50% employer match about $191,149 at 4% or $127,432 at 6%; with 100% employer match about $143,361 at 4% or $95,574 at 6%.
2021239$10,656,961$860,960$22,076iApproximate average salary by contribution assumption: employee only about $551,897 at 4% or $367,932 at 6%; with 50% employer match about $367,932 at 4% or $245,288 at 6%; with 100% employer match about $275,949 at 4% or $183,966 at 6%.
Wais & Vogelstein LLC 401(K) Profit Sharing Plan-39$5,390,837$560,960$14,384iApproximate average salary by contribution assumption: employee only about $359,590 at 4% or $239,726 at 6%; with 50% employer match about $239,726 at 4% or $159,818 at 6%; with 100% employer match about $179,795 at 4% or $119,863 at 6%.
Wais & Vogelstein LLC Cash Balance Pension Plan-32$5,266,124$300,000$9,375iApproximate average salary by contribution assumption: employee only about $234,375 at 4% or $156,250 at 6%; with 50% employer match about $156,250 at 4% or $104,167 at 6%; with 100% employer match about $117,188 at 4% or $78,125 at 6%.
2020232$8,962,719$1,049,006$32,781iApproximate average salary by contribution assumption: employee only about $819,536 at 4% or $546,357 at 6%; with 50% employer match about $546,357 at 4% or $364,238 at 6%; with 100% employer match about $409,768 at 4% or $273,179 at 6%.
Wais & Vogelstein LLC Cash Balance Pension Plan-29$4,743,770$676,789$23,338iApproximate average salary by contribution assumption: employee only about $583,439 at 4% or $388,959 at 6%; with 50% employer match about $388,959 at 4% or $259,306 at 6%; with 100% employer match about $291,719 at 4% or $194,480 at 6%.
Wais & Vogelstein LLC 401(K) Profit Sharing Plan-32$4,218,949$372,217$11,632iApproximate average salary by contribution assumption: employee only about $290,795 at 4% or $193,863 at 6%; with 50% employer match about $193,863 at 4% or $129,242 at 6%; with 100% employer match about $145,397 at 4% or $96,932 at 6%.
2019224$6,930,964$821,939$34,247iApproximate average salary by contribution assumption: employee only about $856,186 at 4% or $570,791 at 6%; with 50% employer match about $570,791 at 4% or $380,527 at 6%; with 100% employer match about $428,093 at 4% or $285,395 at 6%.
Wais & Vogelstein LLC Cash Balance Pension Plan-22$3,626,765$598,437$27,202iApproximate average salary by contribution assumption: employee only about $680,042 at 4% or $453,361 at 6%; with 50% employer match about $453,361 at 4% or $302,241 at 6%; with 100% employer match about $340,021 at 4% or $226,681 at 6%.
Wais & Vogelstein LLC 401(K) Profit Sharing Plan-24$3,304,199$223,502$9,313iApproximate average salary by contribution assumption: employee only about $232,815 at 4% or $155,210 at 6%; with 50% employer match about $155,210 at 4% or $103,473 at 6%; with 100% employer match about $116,407 at 4% or $77,605 at 6%.
2018227$5,304,552$1,191,526$44,131iApproximate average salary by contribution assumption: employee only about $1,103,265 at 4% or $735,510 at 6%; with 50% employer match about $735,510 at 4% or $490,340 at 6%; with 100% employer match about $551,632 at 4% or $367,755 at 6%.
Wais & Vogelstein LLC Cash Balance Pension Plan-23$2,678,967$889,640$38,680iApproximate average salary by contribution assumption: employee only about $967,000 at 4% or $644,667 at 6%; with 50% employer match about $644,667 at 4% or $429,778 at 6%; with 100% employer match about $483,500 at 4% or $322,333 at 6%.
Wais & Vogelstein LLC 401(K) Profit Sharing Plan-27$2,625,585$301,886$11,181iApproximate average salary by contribution assumption: employee only about $279,524 at 4% or $186,349 at 6%; with 50% employer match about $186,349 at 4% or $124,233 at 6%; with 100% employer match about $139,762 at 4% or $93,175 at 6%.
2017224$4,453,035$888,989$37,041iApproximate average salary by contribution assumption: employee only about $926,030 at 4% or $617,353 at 6%; with 50% employer match about $617,353 at 4% or $411,569 at 6%; with 100% employer match about $463,015 at 4% or $308,677 at 6%.
Wais & Vogelstein LLC 401(K) Profit Sharing Plan-24$2,548,272$262,489$10,937iApproximate average salary by contribution assumption: employee only about $273,426 at 4% or $182,284 at 6%; with 50% employer match about $182,284 at 4% or $121,523 at 6%; with 100% employer match about $136,713 at 4% or $91,142 at 6%.
Wais & Vogelstein LLC Cash Balance Pension Plan-17$1,904,763$626,500$36,853iApproximate average salary by contribution assumption: employee only about $921,324 at 4% or $614,216 at 6%; with 50% employer match about $614,216 at 4% or $409,477 at 6%; with 100% employer match about $460,662 at 4% or $307,108 at 6%.
2016217$3,110,541$604,046$35,532iApproximate average salary by contribution assumption: employee only about $888,303 at 4% or $592,202 at 6%; with 50% employer match about $592,202 at 4% or $394,801 at 6%; with 100% employer match about $444,151 at 4% or $296,101 at 6%.
Wais & Vogelstein LLC 401(K) Profit Sharing Plan-17$1,958,637$203,874$11,993iApproximate average salary by contribution assumption: employee only about $299,815 at 4% or $199,876 at 6%; with 50% employer match about $199,876 at 4% or $133,251 at 6%; with 100% employer match about $149,907 at 4% or $99,938 at 6%.
Wais & Vogelstein LLC Cash Balance Pension Plan-12$1,151,904$400,172$33,348iApproximate average salary by contribution assumption: employee only about $833,692 at 4% or $555,794 at 6%; with 50% employer match about $555,794 at 4% or $370,530 at 6%; with 100% employer match about $416,846 at 4% or $277,897 at 6%.
2015215$2,384,080$625,784$41,719iApproximate average salary by contribution assumption: employee only about $1,042,973 at 4% or $695,316 at 6%; with 50% employer match about $695,316 at 4% or $463,544 at 6%; with 100% employer match about $521,487 at 4% or $347,658 at 6%.
Wais & Vogelstein LLC 401(K) Profit Sharing Plan-15$1,669,608$253,345$16,890iApproximate average salary by contribution assumption: employee only about $422,242 at 4% or $281,494 at 6%; with 50% employer match about $281,494 at 4% or $187,663 at 6%; with 100% employer match about $211,121 at 4% or $140,747 at 6%.
Wais & Vogelstein LLC Cash Balance Pension Plan-10$714,472$372,439$37,244iApproximate average salary by contribution assumption: employee only about $931,098 at 4% or $620,732 at 6%; with 50% employer match about $620,732 at 4% or $413,821 at 6%; with 100% employer match about $465,549 at 4% or $310,366 at 6%.
2014211$1,810,995$603,332$54,848iApproximate average salary by contribution assumption: employee only about $1,371,209 at 4% or $914,139 at 6%; with 50% employer match about $914,139 at 4% or $609,426 at 6%; with 100% employer match about $685,605 at 4% or $457,070 at 6%.
Wais & Vogelstein LLC 401(K) Profit Sharing Plan-11$1,449,186$241,523$21,957iApproximate average salary by contribution assumption: employee only about $548,916 at 4% or $365,944 at 6%; with 50% employer match about $365,944 at 4% or $243,963 at 6%; with 100% employer match about $274,458 at 4% or $182,972 at 6%.
Wais & Vogelstein LLC Cash Balance Pension Plan-9$361,809$361,809$40,201iApproximate average salary by contribution assumption: employee only about $1,005,025 at 4% or $670,017 at 6%; with 50% employer match about $670,017 at 4% or $446,678 at 6%; with 100% employer match about $502,513 at 4% or $335,008 at 6%.
201318$1,137,957$178,476$22,310iApproximate average salary by contribution assumption: employee only about $557,738 at 4% or $371,825 at 6%; with 50% employer match about $371,825 at 4% or $247,883 at 6%; with 100% employer match about $278,869 at 4% or $185,913 at 6%.
Wais & Vogelstein LLC 401(K) Profit Sharing Plan-8$1,137,957$178,476$22,310iApproximate average salary by contribution assumption: employee only about $557,738 at 4% or $371,825 at 6%; with 50% employer match about $371,825 at 4% or $247,883 at 6%; with 100% employer match about $278,869 at 4% or $185,913 at 6%.
2012110$1,090,176$235,588$23,559iApproximate average salary by contribution assumption: employee only about $588,970 at 4% or $392,647 at 6%; with 50% employer match about $392,647 at 4% or $261,764 at 6%; with 100% employer match about $294,485 at 4% or $196,323 at 6%.
Wais & Vogelstein LLC 401(K) Profit Sharing Plan-10$1,090,176$235,588$23,559iApproximate average salary by contribution assumption: employee only about $588,970 at 4% or $392,647 at 6%; with 50% employer match about $392,647 at 4% or $261,764 at 6%; with 100% employer match about $294,485 at 4% or $196,323 at 6%.
201119$764,544$587,355$65,262iApproximate average salary by contribution assumption: employee only about $1,631,542 at 4% or $1,087,694 at 6%; with 50% employer match about $1,087,694 at 4% or $725,130 at 6%; with 100% employer match about $815,771 at 4% or $543,847 at 6%.
Wais & Vogelstein LLC 401(K) Profit Sharing Plan-9$764,544$587,355$65,262iApproximate average salary by contribution assumption: employee only about $1,631,542 at 4% or $1,087,694 at 6%; with 50% employer match about $1,087,694 at 4% or $725,130 at 6%; with 100% employer match about $815,771 at 4% or $543,847 at 6%.
201016$250,727$129,573$21,596iApproximate average salary by contribution assumption: employee only about $539,888 at 4% or $359,925 at 6%; with 50% employer match about $359,925 at 4% or $239,950 at 6%; with 100% employer match about $269,944 at 4% or $179,963 at 6%.
Wais & Vogelstein LLC 401(K) Profit Sharing Plan-6$250,727$129,573$21,596iApproximate average salary by contribution assumption: employee only about $539,888 at 4% or $359,925 at 6%; with 50% employer match about $359,925 at 4% or $239,950 at 6%; with 100% employer match about $269,944 at 4% or $179,963 at 6%.