Waldman & Co., CPA'S, Psc
Plan context: Waldman & Co., CPA'S, Psc Profit Sharing Plan
EIN 31-0926187 • Cincinnati, OH • 38 filings • 11 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$9,010,057
2024 Contributions
$260,111
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 5 | $9,010,057 | $260,111 | $52,022iApproximate average salary by contribution assumption: employee only about $1,300,555 at 4% or $867,037 at 6%; with 50% employer match about $867,037 at 4% or $578,024 at 6%; with 100% employer match about $650,278 at 4% or $433,518 at 6%. |
| Waldman & Co., CPA'S, Psc Profit Sharing Plan | - | 5 | $8,988,087 | $196,379 | $39,276iApproximate average salary by contribution assumption: employee only about $981,895 at 4% or $654,597 at 6%; with 50% employer match about $654,597 at 4% or $436,398 at 6%; with 100% employer match about $490,948 at 4% or $327,298 at 6%. |
| WALDMAN AND COMPANY, CPA'S SOCA BENEFIT PLAN | - | 4 | $21,970 | $63,732 | $15,933iApproximate average salary by contribution assumption: employee only about $398,325 at 4% or $265,550 at 6%; with 50% employer match about $265,550 at 4% or $177,033 at 6%; with 100% employer match about $199,163 at 4% or $132,775 at 6%. |
| 2023 | 2 | 5 | $7,759,452 | $144,980 | $28,996iApproximate average salary by contribution assumption: employee only about $724,900 at 4% or $483,267 at 6%; with 50% employer match about $483,267 at 4% or $322,178 at 6%; with 100% employer match about $362,450 at 4% or $241,633 at 6%. |
| Waldman & Co., CPA'S, Psc Profit Sharing Plan | - | 5 | $7,740,611 | $90,565 | $18,113iApproximate average salary by contribution assumption: employee only about $452,825 at 4% or $301,883 at 6%; with 50% employer match about $301,883 at 4% or $201,256 at 6%; with 100% employer match about $226,413 at 4% or $150,942 at 6%. |
| WALDMAN AND COMPANY, CPA'S SOCA BENEFIT PLAN | - | 5 | $18,841 | $54,415 | $10,883iApproximate average salary by contribution assumption: employee only about $272,075 at 4% or $181,383 at 6%; with 50% employer match about $181,383 at 4% or $120,922 at 6%; with 100% employer match about $136,038 at 4% or $90,692 at 6%. |
| 2022 | 2 | 6 | $7,291,705 | $163,307 | $27,218iApproximate average salary by contribution assumption: employee only about $680,446 at 4% or $453,631 at 6%; with 50% employer match about $453,631 at 4% or $302,420 at 6%; with 100% employer match about $340,223 at 4% or $226,815 at 6%. |
| Waldman & Co., CPA'S, Psc Profit Sharing Plan | - | 6 | $7,272,592 | $107,565 | $17,928iApproximate average salary by contribution assumption: employee only about $448,188 at 4% or $298,792 at 6%; with 50% employer match about $298,792 at 4% or $199,194 at 6%; with 100% employer match about $224,094 at 4% or $149,396 at 6%. |
| WALDMAN AND COMPANY, CPA'S SOCA BENEFIT PLAN | - | 4 | $19,113 | $55,742 | $13,936iApproximate average salary by contribution assumption: employee only about $348,388 at 4% or $232,258 at 6%; with 50% employer match about $232,258 at 4% or $154,839 at 6%; with 100% employer match about $174,194 at 4% or $116,129 at 6%. |
| 2021 | 2 | 6 | $10,496,040 | $161,360 | $26,893iApproximate average salary by contribution assumption: employee only about $672,333 at 4% or $448,222 at 6%; with 50% employer match about $448,222 at 4% or $298,815 at 6%; with 100% employer match about $336,167 at 4% or $224,111 at 6%. |
| Waldman & Co., CPA'S, Psc Profit Sharing Plan | - | 6 | $10,481,891 | $112,777 | $18,796iApproximate average salary by contribution assumption: employee only about $469,904 at 4% or $313,269 at 6%; with 50% employer match about $313,269 at 4% or $208,846 at 6%; with 100% employer match about $234,952 at 4% or $156,635 at 6%. |
| WALDMAN AND COMPANY, CPA'S SOCA BENEFIT PLAN | - | 4 | $14,149 | $48,583 | $12,146iApproximate average salary by contribution assumption: employee only about $303,644 at 4% or $202,429 at 6%; with 50% employer match about $202,429 at 4% or $134,953 at 6%; with 100% employer match about $151,822 at 4% or $101,215 at 6%. |
| 2020 | 2 | 6 | $11,456,499 | $152,194 | $25,366iApproximate average salary by contribution assumption: employee only about $634,142 at 4% or $422,761 at 6%; with 50% employer match about $422,761 at 4% or $281,841 at 6%; with 100% employer match about $317,071 at 4% or $211,381 at 6%. |
| Waldman & Co., CPA'S, Psc Profit Sharing Plan | - | 6 | $11,445,215 | $106,973 | $17,829iApproximate average salary by contribution assumption: employee only about $445,721 at 4% or $297,147 at 6%; with 50% employer match about $297,147 at 4% or $198,098 at 6%; with 100% employer match about $222,860 at 4% or $148,574 at 6%. |
| WALDMAN AND COMPANY, CPA'S SOCA BENEFIT PLAN | - | 4 | $11,284 | $45,221 | $11,305iApproximate average salary by contribution assumption: employee only about $282,631 at 4% or $188,421 at 6%; with 50% employer match about $188,421 at 4% or $125,614 at 6%; with 100% employer match about $141,316 at 4% or $94,210 at 6%. |
| 2019 | 2 | 6 | $8,612,607 | $136,258 | $22,710iApproximate average salary by contribution assumption: employee only about $567,742 at 4% or $378,494 at 6%; with 50% employer match about $378,494 at 4% or $252,330 at 6%; with 100% employer match about $283,871 at 4% or $189,247 at 6%. |
| Waldman & Co., CPA'S, Psc Profit Sharing Plan | - | 6 | $8,606,771 | $100,628 | $16,771iApproximate average salary by contribution assumption: employee only about $419,283 at 4% or $279,522 at 6%; with 50% employer match about $279,522 at 4% or $186,348 at 6%; with 100% employer match about $209,642 at 4% or $139,761 at 6%. |
| WALDMAN AND COMPANY, CPA'S SOCA BENEFIT PLAN | - | 4 | $5,836 | $35,630 | $8,908iApproximate average salary by contribution assumption: employee only about $222,688 at 4% or $148,458 at 6%; with 50% employer match about $148,458 at 4% or $98,972 at 6%; with 100% employer match about $111,344 at 4% or $74,229 at 6%. |
| 2018 | 2 | 6 | $7,378,313 | $151,661 | $25,277iApproximate average salary by contribution assumption: employee only about $631,921 at 4% or $421,281 at 6%; with 50% employer match about $421,281 at 4% or $280,854 at 6%; with 100% employer match about $315,960 at 4% or $210,640 at 6%. |
| Waldman & Co., CPA'S, Psc Profit Sharing Plan | - | 6 | $7,373,052 | $116,269 | $19,378iApproximate average salary by contribution assumption: employee only about $484,454 at 4% or $322,969 at 6%; with 50% employer match about $322,969 at 4% or $215,313 at 6%; with 100% employer match about $242,227 at 4% or $161,485 at 6%. |
| WALDMAN AND COMPANY, CPA'S SOCA BENEFIT PLAN | - | 3 | $5,261 | $35,392 | $11,797iApproximate average salary by contribution assumption: employee only about $294,933 at 4% or $196,622 at 6%; with 50% employer match about $196,622 at 4% or $131,081 at 6%; with 100% employer match about $147,467 at 4% or $98,311 at 6%. |
| 2017 | 2 | 6 | $7,815,694 | $127,039 | $21,173iApproximate average salary by contribution assumption: employee only about $529,329 at 4% or $352,886 at 6%; with 50% employer match about $352,886 at 4% or $235,257 at 6%; with 100% employer match about $264,665 at 4% or $176,443 at 6%. |
| Waldman & Co., CPA'S, Psc Profit Sharing Plan | - | 6 | $7,814,088 | $114,512 | $19,085iApproximate average salary by contribution assumption: employee only about $477,133 at 4% or $318,089 at 6%; with 50% employer match about $318,089 at 4% or $212,059 at 6%; with 100% employer match about $238,567 at 4% or $159,044 at 6%. |
| WALDMAN AND COMPANY CPAS SOCA BENEFIT PLAN | - | 0 | $1,606 | $12,527 | - |
| 2016 | 1 | 6 | $6,781,323 | $117,212 | $19,535iApproximate average salary by contribution assumption: employee only about $488,383 at 4% or $325,589 at 6%; with 50% employer match about $325,589 at 4% or $217,059 at 6%; with 100% employer match about $244,192 at 4% or $162,794 at 6%. |
| Waldman & Co., CPA'S, Psc Profit Sharing Plan | - | 6 | $6,781,323 | $117,212 | $19,535iApproximate average salary by contribution assumption: employee only about $488,383 at 4% or $325,589 at 6%; with 50% employer match about $325,589 at 4% or $217,059 at 6%; with 100% employer match about $244,192 at 4% or $162,794 at 6%. |
| 2015 | 1 | 6 | $6,757,919 | $1,380,494 | $230,082iApproximate average salary by contribution assumption: employee only about $5,752,058 at 4% or $3,834,706 at 6%; with 50% employer match about $3,834,706 at 4% or $2,556,470 at 6%; with 100% employer match about $2,876,029 at 4% or $1,917,353 at 6%. |
| Waldman & Co., CPA'S, Psc Profit Sharing Plan | - | 6 | $6,757,919 | $1,380,494 | $230,082iApproximate average salary by contribution assumption: employee only about $5,752,058 at 4% or $3,834,706 at 6%; with 50% employer match about $3,834,706 at 4% or $2,556,470 at 6%; with 100% employer match about $2,876,029 at 4% or $1,917,353 at 6%. |
| 2014 | 1 | 6 | $5,414,646 | $334,332 | $55,722iApproximate average salary by contribution assumption: employee only about $1,393,050 at 4% or $928,700 at 6%; with 50% employer match about $928,700 at 4% or $619,133 at 6%; with 100% employer match about $696,525 at 4% or $464,350 at 6%. |
| Waldman & Co., CPA'S, Psc Profit Sharing Plan | - | 6 | $5,414,646 | $334,332 | $55,722iApproximate average salary by contribution assumption: employee only about $1,393,050 at 4% or $928,700 at 6%; with 50% employer match about $928,700 at 4% or $619,133 at 6%; with 100% employer match about $696,525 at 4% or $464,350 at 6%. |
| 2013 | 1 | 6 | $5,492,819 | $112,364 | $18,727iApproximate average salary by contribution assumption: employee only about $468,183 at 4% or $312,122 at 6%; with 50% employer match about $312,122 at 4% or $208,081 at 6%; with 100% employer match about $234,092 at 4% or $156,061 at 6%. |
| Waldman & Co., CPA'S, Psc Profit Sharing Plan | - | 6 | $5,492,819 | $112,364 | $18,727iApproximate average salary by contribution assumption: employee only about $468,183 at 4% or $312,122 at 6%; with 50% employer match about $312,122 at 4% or $208,081 at 6%; with 100% employer match about $234,092 at 4% or $156,061 at 6%. |
| 2012 | 1 | 6 | $4,496,359 | $109,997 | $18,333iApproximate average salary by contribution assumption: employee only about $458,321 at 4% or $305,547 at 6%; with 50% employer match about $305,547 at 4% or $203,698 at 6%; with 100% employer match about $229,160 at 4% or $152,774 at 6%. |
| Waldman & Co., CPA'S, Psc Profit Sharing Plan | - | 6 | $4,496,359 | $109,997 | $18,333iApproximate average salary by contribution assumption: employee only about $458,321 at 4% or $305,547 at 6%; with 50% employer match about $305,547 at 4% or $203,698 at 6%; with 100% employer match about $229,160 at 4% or $152,774 at 6%. |
| 2011 | 1 | 6 | $4,065,191 | $107,571 | $17,929iApproximate average salary by contribution assumption: employee only about $448,213 at 4% or $298,808 at 6%; with 50% employer match about $298,808 at 4% or $199,206 at 6%; with 100% employer match about $224,106 at 4% or $149,404 at 6%. |
| Waldman & Co., CPA'S, Psc Profit Sharing Plan | - | 6 | $4,065,191 | $107,571 | $17,929iApproximate average salary by contribution assumption: employee only about $448,213 at 4% or $298,808 at 6%; with 50% employer match about $298,808 at 4% or $199,206 at 6%; with 100% employer match about $224,106 at 4% or $149,404 at 6%. |
| 2010 | 1 | 6 | $4,186,996 | $110,443 | $18,407iApproximate average salary by contribution assumption: employee only about $460,179 at 4% or $306,786 at 6%; with 50% employer match about $306,786 at 4% or $204,524 at 6%; with 100% employer match about $230,090 at 4% or $153,393 at 6%. |
| Waldman & Co., CPA'S, Psc Profit Sharing Plan | - | 6 | $4,186,996 | $110,443 | $18,407iApproximate average salary by contribution assumption: employee only about $460,179 at 4% or $306,786 at 6%; with 50% employer match about $306,786 at 4% or $204,524 at 6%; with 100% employer match about $230,090 at 4% or $153,393 at 6%. |
| 2009 | 1 | 9 | $6,653,907 | $222,487 | $24,721iApproximate average salary by contribution assumption: employee only about $618,019 at 4% or $412,013 at 6%; with 50% employer match about $412,013 at 4% or $274,675 at 6%; with 100% employer match about $309,010 at 4% or $206,006 at 6%. |
| Waldman & Co., CPA'S, Psc Profit Sharing Plan | - | 9 | $6,653,907 | $222,487 | $24,721iApproximate average salary by contribution assumption: employee only about $618,019 at 4% or $412,013 at 6%; with 50% employer match about $412,013 at 4% or $274,675 at 6%; with 100% employer match about $309,010 at 4% or $206,006 at 6%. |
| 2008 | 1 | 10 | $5,182,875 | $218,157 | $21,816iApproximate average salary by contribution assumption: employee only about $545,393 at 4% or $363,595 at 6%; with 50% employer match about $363,595 at 4% or $242,397 at 6%; with 100% employer match about $272,696 at 4% or $181,798 at 6%. |
| Waldman & Co., CPA'S, Psc Profit Sharing Plan | - | 10 | $5,182,875 | $218,157 | $21,816iApproximate average salary by contribution assumption: employee only about $545,393 at 4% or $363,595 at 6%; with 50% employer match about $363,595 at 4% or $242,397 at 6%; with 100% employer match about $272,696 at 4% or $181,798 at 6%. |
| 2007 | 1 | 10 | $0 | $0 | - |
| Waldman & Co., CPA'S, Psc Profit Sharing Plan | - | 10 | - | - | - |
| 2006 | 1 | 9 | $5,788,756 | $193,386 | $21,487iApproximate average salary by contribution assumption: employee only about $537,183 at 4% or $358,122 at 6%; with 50% employer match about $358,122 at 4% or $238,748 at 6%; with 100% employer match about $268,592 at 4% or $179,061 at 6%. |
| Waldman & Co., CPA'S, Psc Profit Sharing Plan | - | 9 | $5,788,756 | $193,386 | $21,487iApproximate average salary by contribution assumption: employee only about $537,183 at 4% or $358,122 at 6%; with 50% employer match about $358,122 at 4% or $238,748 at 6%; with 100% employer match about $268,592 at 4% or $179,061 at 6%. |
| 2005 | 1 | 13 | $5,326,822 | $576,581 | $44,352iApproximate average salary by contribution assumption: employee only about $1,108,810 at 4% or $739,206 at 6%; with 50% employer match about $739,206 at 4% or $492,804 at 6%; with 100% employer match about $554,405 at 4% or $369,603 at 6%. |
| Waldman & Co., CPA'S, Psc Profit Sharing Plan | - | 13 | $5,326,822 | $576,581 | $44,352iApproximate average salary by contribution assumption: employee only about $1,108,810 at 4% or $739,206 at 6%; with 50% employer match about $739,206 at 4% or $492,804 at 6%; with 100% employer match about $554,405 at 4% or $369,603 at 6%. |
| 2004 | 1 | 14 | $4,841,084 | $205,972 | $14,712iApproximate average salary by contribution assumption: employee only about $367,807 at 4% or $245,205 at 6%; with 50% employer match about $245,205 at 4% or $163,470 at 6%; with 100% employer match about $183,904 at 4% or $122,602 at 6%. |
| Waldman & Co., CPA'S, Psc Profit Sharing Plan | - | 14 | $4,841,084 | $205,972 | $14,712iApproximate average salary by contribution assumption: employee only about $367,807 at 4% or $245,205 at 6%; with 50% employer match about $245,205 at 4% or $163,470 at 6%; with 100% employer match about $183,904 at 4% or $122,602 at 6%. |
| 2003 | 1 | 13 | $3,522,541 | $196,726 | $15,133iApproximate average salary by contribution assumption: employee only about $378,319 at 4% or $252,213 at 6%; with 50% employer match about $252,213 at 4% or $168,142 at 6%; with 100% employer match about $189,160 at 4% or $126,106 at 6%. |
| Waldman & Co., CPA'S, Psc Profit Sharing Plan | - | 13 | $3,522,541 | $196,726 | $15,133iApproximate average salary by contribution assumption: employee only about $378,319 at 4% or $252,213 at 6%; with 50% employer match about $252,213 at 4% or $168,142 at 6%; with 100% employer match about $189,160 at 4% or $126,106 at 6%. |
| 2002 | 2 | 9 | $2,579,816 | $157,400 | $17,489iApproximate average salary by contribution assumption: employee only about $437,222 at 4% or $291,481 at 6%; with 50% employer match about $291,481 at 4% or $194,321 at 6%; with 100% employer match about $218,611 at 4% or $145,741 at 6%. |
| Waldman & Co., CPA'S, Psc Profit Sharing Plan | - | 9 | $2,579,816 | $157,400 | $17,489iApproximate average salary by contribution assumption: employee only about $437,222 at 4% or $291,481 at 6%; with 50% employer match about $291,481 at 4% or $194,321 at 6%; with 100% employer match about $218,611 at 4% or $145,741 at 6%. |
| Waldman Pitcher & Co Cpas Psc Money Purchase Pension Plan | - | 0 | - | - | - |
| 2001 | 2 | 8 | $0 | $0 | - |
| Waldman Pitcher & Co Cpas Psc Money Purchase Pension Plan | - | 8 | - | - | - |
| Waldman & Co., CPA'S, Psc Profit Sharing Plan | - | 8 | - | - | - |
| 2000 | 2 | 8 | $2,630,734 | $119,180 | $14,898iApproximate average salary by contribution assumption: employee only about $372,438 at 4% or $248,292 at 6%; with 50% employer match about $248,292 at 4% or $165,528 at 6%; with 100% employer match about $186,219 at 4% or $124,146 at 6%. |
| Waldman & Co., CPA'S, Psc Profit Sharing Plan | - | 8 | $2,406,899 | $82,385 | $10,298iApproximate average salary by contribution assumption: employee only about $257,453 at 4% or $171,635 at 6%; with 50% employer match about $171,635 at 4% or $114,424 at 6%; with 100% employer match about $128,727 at 4% or $85,818 at 6%. |
| Waldman Pitcher & Co Cpas Psc Money Purchase Pension Plan | - | 8 | $223,835 | $36,795 | $4,599iApproximate average salary by contribution assumption: employee only about $114,984 at 4% or $76,656 at 6%; with 50% employer match about $76,656 at 4% or $51,104 at 6%; with 100% employer match about $57,492 at 4% or $38,328 at 6%. |
| 1999 | 2 | 8 | $2,826,883 | $118,565 | $14,821iApproximate average salary by contribution assumption: employee only about $370,516 at 4% or $247,010 at 6%; with 50% employer match about $247,010 at 4% or $164,674 at 6%; with 100% employer match about $185,258 at 4% or $123,505 at 6%. |
| Waldman & Co., CPA'S, Psc Profit Sharing Plan | - | 8 | $2,621,449 | $81,619 | $10,202iApproximate average salary by contribution assumption: employee only about $255,059 at 4% or $170,040 at 6%; with 50% employer match about $170,040 at 4% or $113,360 at 6%; with 100% employer match about $127,530 at 4% or $85,020 at 6%. |
| Waldman Pitcher & Co Cpas Psc Money Purchase Pension Plan | - | 8 | $205,434 | $36,946 | $4,618iApproximate average salary by contribution assumption: employee only about $115,456 at 4% or $76,971 at 6%; with 50% employer match about $76,971 at 4% or $51,314 at 6%; with 100% employer match about $57,728 at 4% or $38,485 at 6%. |