Civic Intelligence

Michael D. Waldman

Plan context: Michael D. Waldman Profit Sharing Plan and Trust

EIN 34-1869986 • Shaker Heights, OH • 21 filings • 1 plans

2677 RochesterShaker Heights, OH 44122
Current Snapshot

Latest Year

2020

2020 Participants

1

2020 Assets

$34,013

2020 Contributions

$46,000

Historical Graphs

Total Assets Over Time

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

$2,120,904$1,060,452$0200020122020YearValue
$34,013Latest year 2020

Participants Over Time

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

630200020102020YearValue
1Latest year 2020

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
202011$34,013$0-
Michael D. Waldman Profit Sharing Plan and Trust-1$34,013--
201911$34,527$0-
Michael D. Waldman Profit Sharing Plan and Trust-1$34,527--
201811$121,422$0-
Michael D. Waldman Profit Sharing Plan and Trust-1$121,422--
201711$135,009$46,000$46,000iApproximate average salary by contribution assumption: employee only about $1,150,000 at 4% or $766,667 at 6%; with 50% employer match about $766,667 at 4% or $511,111 at 6%; with 100% employer match about $575,000 at 4% or $383,333 at 6%.
Michael D. Waldman Profit Sharing Plan and Trust-1$135,009$46,000$46,000iApproximate average salary by contribution assumption: employee only about $1,150,000 at 4% or $766,667 at 6%; with 50% employer match about $766,667 at 4% or $511,111 at 6%; with 100% employer match about $575,000 at 4% or $383,333 at 6%.
201611$92,977$45,000$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%.
Michael D. Waldman Profit Sharing Plan and Trust-1$92,977$45,000$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%.
201511$528,263$50,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Michael D. Waldman Profit Sharing Plan and Trust-1$528,263$50,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
201411$1,866,390$53,800$53,800iApproximate average salary by contribution assumption: employee only about $1,345,000 at 4% or $896,667 at 6%; with 50% employer match about $896,667 at 4% or $597,778 at 6%; with 100% employer match about $672,500 at 4% or $448,333 at 6%.
Michael D. Waldman Profit Sharing Plan and Trust-1$1,866,390$53,800$53,800iApproximate average salary by contribution assumption: employee only about $1,345,000 at 4% or $896,667 at 6%; with 50% employer match about $896,667 at 4% or $597,778 at 6%; with 100% employer match about $672,500 at 4% or $448,333 at 6%.
201314$2,120,904$74,668$18,667iApproximate average salary by contribution assumption: employee only about $466,675 at 4% or $311,117 at 6%; with 50% employer match about $311,117 at 4% or $207,411 at 6%; with 100% employer match about $233,338 at 4% or $155,558 at 6%.
Michael D. Waldman Profit Sharing Plan and Trust-4$2,120,904$74,668$18,667iApproximate average salary by contribution assumption: employee only about $466,675 at 4% or $311,117 at 6%; with 50% employer match about $311,117 at 4% or $207,411 at 6%; with 100% employer match about $233,338 at 4% or $155,558 at 6%.
201215$1,868,861$0-
Michael D. Waldman Profit Sharing Plan and Trust-5$1,868,861--
201116$1,748,781$72,104$12,017iApproximate average salary by contribution assumption: employee only about $300,433 at 4% or $200,289 at 6%; with 50% employer match about $200,289 at 4% or $133,526 at 6%; with 100% employer match about $150,217 at 4% or $100,144 at 6%.
Michael D. Waldman Profit Sharing Plan and Trust-6$1,748,781$72,104$12,017iApproximate average salary by contribution assumption: employee only about $300,433 at 4% or $200,289 at 6%; with 50% employer match about $200,289 at 4% or $133,526 at 6%; with 100% employer match about $150,217 at 4% or $100,144 at 6%.
201016$1,721,331$73,709$12,285iApproximate average salary by contribution assumption: employee only about $307,121 at 4% or $204,747 at 6%; with 50% employer match about $204,747 at 4% or $136,498 at 6%; with 100% employer match about $153,560 at 4% or $102,374 at 6%.
Michael D. Waldman Profit Sharing Plan and Trust-6$1,721,331$73,709$12,285iApproximate average salary by contribution assumption: employee only about $307,121 at 4% or $204,747 at 6%; with 50% employer match about $204,747 at 4% or $136,498 at 6%; with 100% employer match about $153,560 at 4% or $102,374 at 6%.
200916$1,490,574$73,461$12,244iApproximate average salary by contribution assumption: employee only about $306,088 at 4% or $204,058 at 6%; with 50% employer match about $204,058 at 4% or $136,039 at 6%; with 100% employer match about $153,044 at 4% or $102,029 at 6%.
Michael D. Waldman Profit Sharing Plan and Trust-6$1,490,574$73,461$12,244iApproximate average salary by contribution assumption: employee only about $306,088 at 4% or $204,058 at 6%; with 50% employer match about $204,058 at 4% or $136,039 at 6%; with 100% employer match about $153,044 at 4% or $102,029 at 6%.
200816$1,146,102$69,634$11,606iApproximate average salary by contribution assumption: employee only about $290,142 at 4% or $193,428 at 6%; with 50% employer match about $193,428 at 4% or $128,952 at 6%; with 100% employer match about $145,071 at 4% or $96,714 at 6%.
Michael D. Waldman Profit Sharing Plan and Trust-6$1,146,102$69,634$11,606iApproximate average salary by contribution assumption: employee only about $290,142 at 4% or $193,428 at 6%; with 50% employer match about $193,428 at 4% or $128,952 at 6%; with 100% employer match about $145,071 at 4% or $96,714 at 6%.
200715$0$0-
Michael D. Waldman Profit Sharing Plan and Trust-5---
200615$1,303,341$74,104$14,821iApproximate average salary by contribution assumption: employee only about $370,520 at 4% or $247,013 at 6%; with 50% employer match about $247,013 at 4% or $164,676 at 6%; with 100% employer match about $185,260 at 4% or $123,507 at 6%.
Michael D. Waldman Profit Sharing Plan and Trust-5$1,303,341$74,104$14,821iApproximate average salary by contribution assumption: employee only about $370,520 at 4% or $247,013 at 6%; with 50% employer match about $247,013 at 4% or $164,676 at 6%; with 100% employer match about $185,260 at 4% or $123,507 at 6%.
200516$1,119,289$63,139$10,523iApproximate average salary by contribution assumption: employee only about $263,079 at 4% or $175,386 at 6%; with 50% employer match about $175,386 at 4% or $116,924 at 6%; with 100% employer match about $131,540 at 4% or $87,693 at 6%.
Michael D. Waldman Profit Sharing Plan and Trust-6$1,119,289$63,139$10,523iApproximate average salary by contribution assumption: employee only about $263,079 at 4% or $175,386 at 6%; with 50% employer match about $175,386 at 4% or $116,924 at 6%; with 100% employer match about $131,540 at 4% or $87,693 at 6%.
200416$1,031,724$60,935$10,156iApproximate average salary by contribution assumption: employee only about $253,896 at 4% or $169,264 at 6%; with 50% employer match about $169,264 at 4% or $112,843 at 6%; with 100% employer match about $126,948 at 4% or $84,632 at 6%.
Michael D. Waldman Profit Sharing Plan and Trust-6$1,031,724$60,935$10,156iApproximate average salary by contribution assumption: employee only about $253,896 at 4% or $169,264 at 6%; with 50% employer match about $169,264 at 4% or $112,843 at 6%; with 100% employer match about $126,948 at 4% or $84,632 at 6%.
200315$930,634$54,892$10,978iApproximate average salary by contribution assumption: employee only about $274,460 at 4% or $182,973 at 6%; with 50% employer match about $182,973 at 4% or $121,982 at 6%; with 100% employer match about $137,230 at 4% or $91,487 at 6%.
Michael D. Waldman Profit Sharing Plan and Trust-5$930,634$54,892$10,978iApproximate average salary by contribution assumption: employee only about $274,460 at 4% or $182,973 at 6%; with 50% employer match about $182,973 at 4% or $121,982 at 6%; with 100% employer match about $137,230 at 4% or $91,487 at 6%.
200215$0$0-
Michael D. Waldman Profit Sharing Plan and Trust-5---
200115$0$0-
Michael D. Waldman Profit Sharing Plan and Trust-5---
200016$743,410$39,293$6,549iApproximate average salary by contribution assumption: employee only about $163,721 at 4% or $109,147 at 6%; with 50% employer match about $109,147 at 4% or $72,765 at 6%; with 100% employer match about $81,860 at 4% or $54,574 at 6%.
Michael D. Waldman Profit Sharing Plan and Trust-6$743,410$39,293$6,549iApproximate average salary by contribution assumption: employee only about $163,721 at 4% or $109,147 at 6%; with 50% employer match about $109,147 at 4% or $72,765 at 6%; with 100% employer match about $81,860 at 4% or $54,574 at 6%.