Wiederman & Associates Inc.
Plan context: WIEDERMAN & ASSOCIATES, INC. RETIREMENT PLAN
EIN 33-0325193 • Tustin, CA • 35 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$6,129,960
2024 Contributions
$55,000
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 | $6,129,960 | $55,000 | $11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%. |
| WIEDERMAN & ASSOCIATES, INC. RETIREMENT PLAN | - | 3 | $3,859,500 | $0 | - |
| WIEDERMAN & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN | - | 5 | $2,270,460 | $55,000 | $11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%. |
| 2023 | 2 | 5 | $6,166,348 | $0 | - |
| WIEDERMAN & ASSOCIATES, INC. RETIREMENT PLAN | - | 3 | $4,120,095 | $0 | - |
| WIEDERMAN & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN | - | 5 | $2,046,253 | $0 | - |
| 2022 | 2 | 5 | $5,531,539 | $225,000 | $45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%. |
| WIEDERMAN & ASSOCIATES, INC. RETIREMENT PLAN | - | 3 | $3,700,708 | $0 | - |
| WIEDERMAN & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN | - | 5 | $1,830,831 | $225,000 | $45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%. |
| 2021 | 2 | 5 | $6,155,668 | $724,903 | $144,981iApproximate average salary by contribution assumption: employee only about $3,624,515 at 4% or $2,416,343 at 6%; with 50% employer match about $2,416,343 at 4% or $1,610,896 at 6%; with 100% employer match about $1,812,258 at 4% or $1,208,172 at 6%. |
| WIEDERMAN & ASSOCIATES, INC. RETIREMENT PLAN | - | 3 | $4,201,971 | $499,903 | $166,634iApproximate average salary by contribution assumption: employee only about $4,165,858 at 4% or $2,777,239 at 6%; with 50% employer match about $2,777,239 at 4% or $1,851,493 at 6%; with 100% employer match about $2,082,929 at 4% or $1,388,619 at 6%. |
| WIEDERMAN & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN | - | 5 | $1,953,697 | $225,000 | $45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%. |
| 2020 | 2 | 5 | $4,545,931 | $168,067 | $33,613iApproximate average salary by contribution assumption: employee only about $840,335 at 4% or $560,223 at 6%; with 50% employer match about $560,223 at 4% or $373,482 at 6%; with 100% employer match about $420,168 at 4% or $280,112 at 6%. |
| WIEDERMAN & ASSOCIATES, INC. RETIREMENT PLAN | - | 3 | $3,203,881 | $168,067 | $56,022iApproximate average salary by contribution assumption: employee only about $1,400,558 at 4% or $933,706 at 6%; with 50% employer match about $933,706 at 4% or $622,470 at 6%; with 100% employer match about $700,279 at 4% or $466,853 at 6%. |
| WIEDERMAN & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN | - | 5 | $1,342,050 | $0 | - |
| 2019 | 2 | 5 | $4,052,759 | $397,986 | $79,597iApproximate average salary by contribution assumption: employee only about $1,989,930 at 4% or $1,326,620 at 6%; with 50% employer match about $1,326,620 at 4% or $884,413 at 6%; with 100% employer match about $994,965 at 4% or $663,310 at 6%. |
| WIEDERMAN & ASSOCIATES, INC. RETIREMENT PLAN | - | 3 | $2,807,304 | $397,986 | $132,662iApproximate average salary by contribution assumption: employee only about $3,316,550 at 4% or $2,211,033 at 6%; with 50% employer match about $2,211,033 at 4% or $1,474,022 at 6%; with 100% employer match about $1,658,275 at 4% or $1,105,517 at 6%. |
| WIEDERMAN & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN | - | 5 | $1,245,455 | $0 | - |
| 2018 | 1 | 5 | $1,069,360 | $420,000 | $84,000iApproximate average salary by contribution assumption: employee only about $2,100,000 at 4% or $1,400,000 at 6%; with 50% employer match about $1,400,000 at 4% or $933,333 at 6%; with 100% employer match about $1,050,000 at 4% or $700,000 at 6%. |
| WIEDERMAN & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN | - | 5 | $1,069,360 | $420,000 | $84,000iApproximate average salary by contribution assumption: employee only about $2,100,000 at 4% or $1,400,000 at 6%; with 50% employer match about $1,400,000 at 4% or $933,333 at 6%; with 100% employer match about $1,050,000 at 4% or $700,000 at 6%. |
| 2017 | 1 | 5 | $671,492 | $160,101 | $32,020iApproximate average salary by contribution assumption: employee only about $800,505 at 4% or $533,670 at 6%; with 50% employer match about $533,670 at 4% or $355,780 at 6%; with 100% employer match about $400,253 at 4% or $266,835 at 6%. |
| WIEDERMAN & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN | - | 5 | $671,492 | $160,101 | $32,020iApproximate average salary by contribution assumption: employee only about $800,505 at 4% or $533,670 at 6%; with 50% employer match about $533,670 at 4% or $355,780 at 6%; with 100% employer match about $400,253 at 4% or $266,835 at 6%. |
| 2016 | 2 | 11 | $3,259,369 | $271,814 | $24,710iApproximate average salary by contribution assumption: employee only about $617,759 at 4% or $411,839 at 6%; with 50% employer match about $411,839 at 4% or $274,560 at 6%; with 100% employer match about $308,880 at 4% or $205,920 at 6%. |
| Wiederman & Associates Inc. 401K Profit Sharing Plan | - | 11 | $2,782,733 | $148,315 | $13,483iApproximate average salary by contribution assumption: employee only about $337,080 at 4% or $224,720 at 6%; with 50% employer match about $224,720 at 4% or $149,813 at 6%; with 100% employer match about $168,540 at 4% or $112,360 at 6%. |
| WIEDERMAN & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN | - | 5 | $476,636 | $123,499 | $24,700iApproximate average salary by contribution assumption: employee only about $617,495 at 4% or $411,663 at 6%; with 50% employer match about $411,663 at 4% or $274,442 at 6%; with 100% employer match about $308,748 at 4% or $205,832 at 6%. |
| 2015 | 2 | 10 | $2,844,016 | $349,037 | $34,904iApproximate average salary by contribution assumption: employee only about $872,592 at 4% or $581,728 at 6%; with 50% employer match about $581,728 at 4% or $387,819 at 6%; with 100% employer match about $436,296 at 4% or $290,864 at 6%. |
| Wiederman & Associates Inc. 401K Profit Sharing Plan | - | 10 | $2,499,788 | $126,795 | $12,680iApproximate average salary by contribution assumption: employee only about $316,988 at 4% or $211,325 at 6%; with 50% employer match about $211,325 at 4% or $140,883 at 6%; with 100% employer match about $158,494 at 4% or $105,663 at 6%. |
| WIEDERMAN & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN | - | 4 | $344,228 | $222,242 | $55,561iApproximate average salary by contribution assumption: employee only about $1,389,013 at 4% or $926,008 at 6%; with 50% employer match about $926,008 at 4% or $617,339 at 6%; with 100% employer match about $694,506 at 4% or $463,004 at 6%. |
| 2014 | 2 | 10 | $2,568,257 | $218,927 | $21,893iApproximate average salary by contribution assumption: employee only about $547,318 at 4% or $364,878 at 6%; with 50% employer match about $364,878 at 4% or $243,252 at 6%; with 100% employer match about $273,659 at 4% or $182,439 at 6%. |
| Wiederman & Associates Inc. 401K Profit Sharing Plan | - | 10 | $2,442,285 | $92,955 | $9,296iApproximate average salary by contribution assumption: employee only about $232,388 at 4% or $154,925 at 6%; with 50% employer match about $154,925 at 4% or $103,283 at 6%; with 100% employer match about $116,194 at 4% or $77,463 at 6%. |
| WIEDERMAN & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN | - | 4 | $125,972 | $125,972 | $31,493iApproximate average salary by contribution assumption: employee only about $787,325 at 4% or $524,883 at 6%; with 50% employer match about $524,883 at 4% or $349,922 at 6%; with 100% employer match about $393,663 at 4% or $262,442 at 6%. |
| 2013 | 1 | 9 | $2,248,199 | $125,364 | $13,929iApproximate average salary by contribution assumption: employee only about $348,233 at 4% or $232,156 at 6%; with 50% employer match about $232,156 at 4% or $154,770 at 6%; with 100% employer match about $174,117 at 4% or $116,078 at 6%. |
| Wiederman & Associates Inc. 401K Profit Sharing Plan | - | 9 | $2,248,199 | $125,364 | $13,929iApproximate average salary by contribution assumption: employee only about $348,233 at 4% or $232,156 at 6%; with 50% employer match about $232,156 at 4% or $154,770 at 6%; with 100% employer match about $174,117 at 4% or $116,078 at 6%. |
| 2012 | 1 | 10 | $1,896,168 | $123,612 | $12,361iApproximate average salary by contribution assumption: employee only about $309,030 at 4% or $206,020 at 6%; with 50% employer match about $206,020 at 4% or $137,347 at 6%; with 100% employer match about $154,515 at 4% or $103,010 at 6%. |
| Wiederman & Associates Inc. 401K Profit Sharing Plan | - | 10 | $1,896,168 | $123,612 | $12,361iApproximate average salary by contribution assumption: employee only about $309,030 at 4% or $206,020 at 6%; with 50% employer match about $206,020 at 4% or $137,347 at 6%; with 100% employer match about $154,515 at 4% or $103,010 at 6%. |
| 2011 | 1 | 11 | $1,610,300 | $127,754 | $11,614iApproximate average salary by contribution assumption: employee only about $290,350 at 4% or $193,567 at 6%; with 50% employer match about $193,567 at 4% or $129,044 at 6%; with 100% employer match about $145,175 at 4% or $96,783 at 6%. |
| Wiederman & Associates Inc. 401K Profit Sharing Plan | - | 11 | $1,610,300 | $127,754 | $11,614iApproximate average salary by contribution assumption: employee only about $290,350 at 4% or $193,567 at 6%; with 50% employer match about $193,567 at 4% or $129,044 at 6%; with 100% employer match about $145,175 at 4% or $96,783 at 6%. |
| 2010 | 1 | 9 | $1,487,142 | $109,347 | $12,150iApproximate average salary by contribution assumption: employee only about $303,742 at 4% or $202,494 at 6%; with 50% employer match about $202,494 at 4% or $134,996 at 6%; with 100% employer match about $151,871 at 4% or $101,247 at 6%. |
| Wiederman & Associates Inc. 401K Profit Sharing Plan | - | 9 | $1,487,142 | $109,347 | $12,150iApproximate average salary by contribution assumption: employee only about $303,742 at 4% or $202,494 at 6%; with 50% employer match about $202,494 at 4% or $134,996 at 6%; with 100% employer match about $151,871 at 4% or $101,247 at 6%. |
| 2009 | 1 | 9 | $1,245,589 | $115,863 | $12,874iApproximate average salary by contribution assumption: employee only about $321,842 at 4% or $214,561 at 6%; with 50% employer match about $214,561 at 4% or $143,041 at 6%; with 100% employer match about $160,921 at 4% or $107,281 at 6%. |
| Wiederman & Associates Inc. 401K Profit Sharing Plan | - | 9 | $1,245,589 | $115,863 | $12,874iApproximate average salary by contribution assumption: employee only about $321,842 at 4% or $214,561 at 6%; with 50% employer match about $214,561 at 4% or $143,041 at 6%; with 100% employer match about $160,921 at 4% or $107,281 at 6%. |
| 2008 | 1 | 7 | $1,000,317 | $101,855 | $14,551iApproximate average salary by contribution assumption: employee only about $363,768 at 4% or $242,512 at 6%; with 50% employer match about $242,512 at 4% or $161,675 at 6%; with 100% employer match about $181,884 at 4% or $121,256 at 6%. |
| Wiederman & Associates Inc. 401K Profit Sharing Plan | - | 7 | $1,000,317 | $101,855 | $14,551iApproximate average salary by contribution assumption: employee only about $363,768 at 4% or $242,512 at 6%; with 50% employer match about $242,512 at 4% or $161,675 at 6%; with 100% employer match about $181,884 at 4% or $121,256 at 6%. |
| 2007 | 1 | 7 | $0 | $0 | - |
| Wiederman & Associates Inc. 401K Profit Sharing Plan | - | 7 | - | - | - |
| 2006 | 1 | 9 | $924,168 | $110,623 | $12,291iApproximate average salary by contribution assumption: employee only about $307,286 at 4% or $204,857 at 6%; with 50% employer match about $204,857 at 4% or $136,572 at 6%; with 100% employer match about $153,643 at 4% or $102,429 at 6%. |
| Wiederman & Associates Inc. 401K Profit Sharing Plan | - | 9 | $924,168 | $110,623 | $12,291iApproximate average salary by contribution assumption: employee only about $307,286 at 4% or $204,857 at 6%; with 50% employer match about $204,857 at 4% or $136,572 at 6%; with 100% employer match about $153,643 at 4% or $102,429 at 6%. |
| 2005 | 1 | 6 | $747,831 | $89,835 | $14,973iApproximate average salary by contribution assumption: employee only about $374,313 at 4% or $249,542 at 6%; with 50% employer match about $249,542 at 4% or $166,361 at 6%; with 100% employer match about $187,156 at 4% or $124,771 at 6%. |
| Wiederman & Associates Inc. 401K Profit Sharing Plan | - | 6 | $747,831 | $89,835 | $14,973iApproximate average salary by contribution assumption: employee only about $374,313 at 4% or $249,542 at 6%; with 50% employer match about $249,542 at 4% or $166,361 at 6%; with 100% employer match about $187,156 at 4% or $124,771 at 6%. |
| 2004 | 1 | 7 | $617,909 | $84,972 | $12,139iApproximate average salary by contribution assumption: employee only about $303,471 at 4% or $202,314 at 6%; with 50% employer match about $202,314 at 4% or $134,876 at 6%; with 100% employer match about $151,736 at 4% or $101,157 at 6%. |
| Wiederman & Associates Inc. 401K Profit Sharing Plan | - | 7 | $617,909 | $84,972 | $12,139iApproximate average salary by contribution assumption: employee only about $303,471 at 4% or $202,314 at 6%; with 50% employer match about $202,314 at 4% or $134,876 at 6%; with 100% employer match about $151,736 at 4% or $101,157 at 6%. |
| 2003 | 1 | 7 | $498,390 | $79,882 | $11,412iApproximate average salary by contribution assumption: employee only about $285,293 at 4% or $190,195 at 6%; with 50% employer match about $190,195 at 4% or $126,797 at 6%; with 100% employer match about $142,646 at 4% or $95,098 at 6%. |
| Wiederman & Associates Inc. 401K Profit Sharing Plan | - | 7 | $498,390 | $79,882 | $11,412iApproximate average salary by contribution assumption: employee only about $285,293 at 4% or $190,195 at 6%; with 50% employer match about $190,195 at 4% or $126,797 at 6%; with 100% employer match about $142,646 at 4% or $95,098 at 6%. |
| 2002 | 1 | 7 | $450,046 | $79,635 | $11,376iApproximate average salary by contribution assumption: employee only about $284,411 at 4% or $189,607 at 6%; with 50% employer match about $189,607 at 4% or $126,405 at 6%; with 100% employer match about $142,205 at 4% or $94,804 at 6%. |
| Wiederman & Associates Inc. 401K Profit Sharing Plan | - | 7 | $450,046 | $79,635 | $11,376iApproximate average salary by contribution assumption: employee only about $284,411 at 4% or $189,607 at 6%; with 50% employer match about $189,607 at 4% or $126,405 at 6%; with 100% employer match about $142,205 at 4% or $94,804 at 6%. |
| 2001 | 1 | 6 | $0 | $0 | - |
| Wiederman & Associates Inc. 401K Profit Sharing Plan | - | 6 | - | - | - |
| 2000 | 1 | 4 | $424,786 | $38,603 | $9,651iApproximate average salary by contribution assumption: employee only about $241,269 at 4% or $160,846 at 6%; with 50% employer match about $160,846 at 4% or $107,231 at 6%; with 100% employer match about $120,634 at 4% or $80,423 at 6%. |
| Wiederman & Associates Inc. 401K Profit Sharing Plan | - | 4 | $424,786 | $38,603 | $9,651iApproximate average salary by contribution assumption: employee only about $241,269 at 4% or $160,846 at 6%; with 50% employer match about $160,846 at 4% or $107,231 at 6%; with 100% employer match about $120,634 at 4% or $80,423 at 6%. |
| 1999 | 1 | 5 | $419,107 | $22,720 | $4,544iApproximate average salary by contribution assumption: employee only about $113,600 at 4% or $75,733 at 6%; with 50% employer match about $75,733 at 4% or $50,489 at 6%; with 100% employer match about $56,800 at 4% or $37,867 at 6%. |
| Wiederman & Associates Inc. 401K Profit Sharing Plan | - | 5 | $419,107 | $22,720 | $4,544iApproximate average salary by contribution assumption: employee only about $113,600 at 4% or $75,733 at 6%; with 50% employer match about $75,733 at 4% or $50,489 at 6%; with 100% employer match about $56,800 at 4% or $37,867 at 6%. |