Civic Intelligence

Himelman, Wertheim & Geller, LLC Retirement Plan

Plan context: Himelman, Wertheim & Geller LLC Retirement Plan

EIN 32-0086205 • Old Bridge, NJ • 12 filings • 2 plans

1405 Rt 18 SouthSuite 201Old Bridge, NJ 08857
Current Snapshot

Latest Year

2015

2015 Participants

2

2015 Assets

$1,451,410

2015 Contributions

$119,094

Historical Graphs

Total Assets Over Time

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

$1,451,410$725,705$0200420102014YearValue
$1,451,410Latest year 2014

Participants Over Time

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

740200420092014YearValue
2Latest year 2014

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
201510$0$119,094-
Himelman, Wertheim & Geller LLC Retirement Plan-0-$119,094-
201412$1,451,410$66,307$33,154iApproximate average salary by contribution assumption: employee only about $828,838 at 4% or $552,558 at 6%; with 50% employer match about $552,558 at 4% or $368,372 at 6%; with 100% employer match about $414,419 at 4% or $276,279 at 6%.
Himelman, Wertheim & Geller LLC Retirement Plan-2$1,451,410$66,307$33,154iApproximate average salary by contribution assumption: employee only about $828,838 at 4% or $552,558 at 6%; with 50% employer match about $552,558 at 4% or $368,372 at 6%; with 100% employer match about $414,419 at 4% or $276,279 at 6%.
201312$1,288,472$135,045$67,523iApproximate average salary by contribution assumption: employee only about $1,688,063 at 4% or $1,125,375 at 6%; with 50% employer match about $1,125,375 at 4% or $750,250 at 6%; with 100% employer match about $844,031 at 4% or $562,688 at 6%.
Himelman, Wertheim & Geller LLC Retirement Plan-2$1,288,472$135,045$67,523iApproximate average salary by contribution assumption: employee only about $1,688,063 at 4% or $1,125,375 at 6%; with 50% employer match about $1,125,375 at 4% or $750,250 at 6%; with 100% employer match about $844,031 at 4% or $562,688 at 6%.
201213$1,389,435$96,146$32,049iApproximate average salary by contribution assumption: employee only about $801,217 at 4% or $534,144 at 6%; with 50% employer match about $534,144 at 4% or $356,096 at 6%; with 100% employer match about $400,608 at 4% or $267,072 at 6%.
Himelman, Wertheim & Geller LLC Retirement Plan-3$1,389,435$96,146$32,049iApproximate average salary by contribution assumption: employee only about $801,217 at 4% or $534,144 at 6%; with 50% employer match about $534,144 at 4% or $356,096 at 6%; with 100% employer match about $400,608 at 4% or $267,072 at 6%.
201113$1,149,364$158,791$52,930iApproximate average salary by contribution assumption: employee only about $1,323,258 at 4% or $882,172 at 6%; with 50% employer match about $882,172 at 4% or $588,115 at 6%; with 100% employer match about $661,629 at 4% or $441,086 at 6%.
Himelman, Wertheim & Geller LLC Retirement Plan-3$1,149,364$158,791$52,930iApproximate average salary by contribution assumption: employee only about $1,323,258 at 4% or $882,172 at 6%; with 50% employer match about $882,172 at 4% or $588,115 at 6%; with 100% employer match about $661,629 at 4% or $441,086 at 6%.
201014$1,027,047$99,034$24,759iApproximate average salary by contribution assumption: employee only about $618,963 at 4% or $412,642 at 6%; with 50% employer match about $412,642 at 4% or $275,094 at 6%; with 100% employer match about $309,481 at 4% or $206,321 at 6%.
Himelman, Wertheim & Geller LLC Retirement Plan-4$1,027,047$99,034$24,759iApproximate average salary by contribution assumption: employee only about $618,963 at 4% or $412,642 at 6%; with 50% employer match about $412,642 at 4% or $275,094 at 6%; with 100% employer match about $309,481 at 4% or $206,321 at 6%.
200916$828,120$158,102$26,350iApproximate average salary by contribution assumption: employee only about $658,758 at 4% or $439,172 at 6%; with 50% employer match about $439,172 at 4% or $292,781 at 6%; with 100% employer match about $329,379 at 4% or $219,586 at 6%.
Himelman, Wertheim & Geller LLC Retirement Plan-6$828,120$158,102$26,350iApproximate average salary by contribution assumption: employee only about $658,758 at 4% or $439,172 at 6%; with 50% employer match about $439,172 at 4% or $292,781 at 6%; with 100% employer match about $329,379 at 4% or $219,586 at 6%.
200814$0$0-
Himelman, Wertheim & Geller LLC Retirement Plan-4---
200716$0$0-
Himelman, Wertheim & Geller LLC Retirement Plan-6---
200617$576,471$84,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
Himelman, Wertheim & Geller LLC Retirement Plan-7$576,471$84,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
200515$444,638$230,990$46,198iApproximate average salary by contribution assumption: employee only about $1,154,950 at 4% or $769,967 at 6%; with 50% employer match about $769,967 at 4% or $513,311 at 6%; with 100% employer match about $577,475 at 4% or $384,983 at 6%.
Himelman, Wertheim & Geller LLC Retirement Plan-5$444,638$230,990$46,198iApproximate average salary by contribution assumption: employee only about $1,154,950 at 4% or $769,967 at 6%; with 50% employer match about $769,967 at 4% or $513,311 at 6%; with 100% employer match about $577,475 at 4% or $384,983 at 6%.
200416$185,298$171,538$28,590iApproximate average salary by contribution assumption: employee only about $714,742 at 4% or $476,494 at 6%; with 50% employer match about $476,494 at 4% or $317,663 at 6%; with 100% employer match about $357,371 at 4% or $238,247 at 6%.
Himelman, Wertheim & Geller LLC Retirement Plan-6$185,298$171,538$28,590iApproximate average salary by contribution assumption: employee only about $714,742 at 4% or $476,494 at 6%; with 50% employer match about $476,494 at 4% or $317,663 at 6%; with 100% employer match about $357,371 at 4% or $238,247 at 6%.