Civic Intelligence

Joel Wasserman Associates Inc

Plan context: Joel Wasserman Associates Inc Amended and Restated Profit Sharing Plan and Trust

EIN 36-2798587 • Highland Park, IL • 15 filings • 5 plans

829 Moseley RoadHighland Park, IL 60035
Current Snapshot

Latest Year

2014

2014 Participants

2

2014 Assets

$720,297

2014 Contributions

$5,000

Historical Graphs

Total Assets Over Time

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

$780,060$390,030$0200020072013YearValue
$720,297Latest year 2013

Participants Over Time

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

210200020072013YearValue
2Latest year 2013

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
201410$0$0-
Joel Wasserman Associates Inc Amended and Restated Profit Sharing Plan and Trust-0$0$0-
201312$720,297$0-
Joel Wasserman Associates Inc Amended and Restated Profit Sharing Plan and Trust-2$720,297--
201212$666,321$0-
Joel Wasserman Associates Inc Amended and Restated Profit Sharing Plan and Trust-2$666,321--
201112$652,625$0-
Joel Wasserman Associates Inc Amended and Restated Profit Sharing Plan and Trust-2$652,625--
201012$690,638$0-
Joel Wasserman Associates Inc Amended and Restated Profit Sharing Plan and Trust-2$690,638--
200912$647,519$0-
Joel Wasserman Associates Inc Amended and Restated Profit Sharing Plan and Trust-2$647,519--
200812$545,571$0-
Joel Wasserman Associates Inc Amended and Restated Profit Sharing Plan and Trust-2$545,571--
200712$780,060$0-
Joel Wasserman Associates Inc Amended and Restated Profit Sharing Plan and Trust-2$780,060--
200612$760,776$5,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
Joel Wasserman Associates Inc Amended and Restated Profit Sharing Plan and Trust-2$760,776$5,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
200512$681,567$0-
Joel Wasserman Associates Inc Amended and Restated Profit Sharing Plan and Trust-2$681,567--
200412$677,632$0-
Joel Wasserman Associates Inc Amended and Restated Profit Sharing Plan and Trust-2$677,632--
200312$633,988$7,200$3,600iApproximate average salary by contribution assumption: employee only about $90,000 at 4% or $60,000 at 6%; with 50% employer match about $60,000 at 4% or $40,000 at 6%; with 100% employer match about $45,000 at 4% or $30,000 at 6%.
Joel Wasserman Associates Inc Amended and Restated Profit Sharing Plan and Trust-2$633,988$7,200$3,600iApproximate average salary by contribution assumption: employee only about $90,000 at 4% or $60,000 at 6%; with 50% employer match about $60,000 at 4% or $40,000 at 6%; with 100% employer match about $45,000 at 4% or $30,000 at 6%.
200212$0$0-
Joel Wasserman Associates Inc Amended and Restated Profit Sharing Plan and Trust-2---
200112$569,925$8,867$4,434iApproximate average salary by contribution assumption: employee only about $110,838 at 4% or $73,892 at 6%; with 50% employer match about $73,892 at 4% or $49,261 at 6%; with 100% employer match about $55,419 at 4% or $36,946 at 6%.
Joel Wasserman Associates Inc Amended and Restated Profit Sharing Plan and Trust-2$569,925$8,867$4,434iApproximate average salary by contribution assumption: employee only about $110,838 at 4% or $73,892 at 6%; with 50% employer match about $73,892 at 4% or $49,261 at 6%; with 100% employer match about $55,419 at 4% or $36,946 at 6%.
200012$602,404$17,966$8,983iApproximate average salary by contribution assumption: employee only about $224,575 at 4% or $149,717 at 6%; with 50% employer match about $149,717 at 4% or $99,811 at 6%; with 100% employer match about $112,288 at 4% or $74,858 at 6%.
Joel Wasserman Associates Inc Amended and Restated Profit Sharing Plan and Trust-2$602,404$17,966$8,983iApproximate average salary by contribution assumption: employee only about $224,575 at 4% or $149,717 at 6%; with 50% employer match about $149,717 at 4% or $99,811 at 6%; with 100% employer match about $112,288 at 4% or $74,858 at 6%.