Civic Intelligence

Richard E. Winer, C.P.A. PC.

Plan context: RICHARD E. WINER, C.P.A., P.C. CASH BALANCE PENSION PLAN

EIN 36-3992060 • Northbrook, IL • 25 filings • 3 plans

425 Huehl Road Building 7Northbrook, IL 60062
Current Snapshot

Latest Year

2018

2018 Participants

1

2018 Assets

$1,277,454

2018 Contributions

$250,000

Historical Graphs

Total Assets Over Time

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

$5,013,957$2,506,979$0200020092018YearValue
$1,277,454Latest year 2018

Participants Over Time

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

420200020092018YearValue
1Latest year 2018

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
201811$1,277,454$250,000$250,000iApproximate average salary by contribution assumption: employee only about $6,250,000 at 4% or $4,166,667 at 6%; with 50% employer match about $4,166,667 at 4% or $2,777,778 at 6%; with 100% employer match about $3,125,000 at 4% or $2,083,333 at 6%.
RICHARD E. WINER, C.P.A., P.C. CASH BALANCE PENSION PLAN-1$1,277,454$250,000$250,000iApproximate average salary by contribution assumption: employee only about $6,250,000 at 4% or $4,166,667 at 6%; with 50% employer match about $4,166,667 at 4% or $2,777,778 at 6%; with 100% employer match about $3,125,000 at 4% or $2,083,333 at 6%.
201721$5,013,957$186,000$186,000iApproximate average salary by contribution assumption: employee only about $4,650,000 at 4% or $3,100,000 at 6%; with 50% employer match about $3,100,000 at 4% or $2,066,667 at 6%; with 100% employer match about $2,325,000 at 4% or $1,550,000 at 6%.
Richard E. Winer, C.P.A. PC. Profit Sharing Plan-1$3,910,620$36,000$36,000iApproximate average salary by contribution assumption: employee only about $900,000 at 4% or $600,000 at 6%; with 50% employer match about $600,000 at 4% or $400,000 at 6%; with 100% employer match about $450,000 at 4% or $300,000 at 6%.
RICHARD E. WINER, C.P.A., P.C. CASH BALANCE PENSION PLAN-1$1,103,337$150,000$150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%.
201624$4,133,490$197,568$49,392iApproximate average salary by contribution assumption: employee only about $1,234,800 at 4% or $823,200 at 6%; with 50% employer match about $823,200 at 4% or $548,800 at 6%; with 100% employer match about $617,400 at 4% or $411,600 at 6%.
Richard E. Winer, C.P.A. PC. Profit Sharing Plan-4$3,328,535$47,568$11,892iApproximate average salary by contribution assumption: employee only about $297,300 at 4% or $198,200 at 6%; with 50% employer match about $198,200 at 4% or $132,133 at 6%; with 100% employer match about $148,650 at 4% or $99,100 at 6%.
RICHARD E. WINER, C.P.A., P.C. CASH BALANCE PENSION PLAN-3$804,955$150,000$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%.
201524$3,712,803$201,600$50,400iApproximate average salary by contribution assumption: employee only about $1,260,000 at 4% or $840,000 at 6%; with 50% employer match about $840,000 at 4% or $560,000 at 6%; with 100% employer match about $630,000 at 4% or $420,000 at 6%.
Richard E. Winer, C.P.A. PC. Profit Sharing Plan-4$3,105,231$51,600$12,900iApproximate average salary by contribution assumption: employee only about $322,500 at 4% or $215,000 at 6%; with 50% employer match about $215,000 at 4% or $143,333 at 6%; with 100% employer match about $161,250 at 4% or $107,500 at 6%.
RICHARD E. WINER, C.P.A., P.C. CASH BALANCE PENSION PLAN-3$607,572$150,000$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%.
201424$3,512,619$186,660$46,665iApproximate average salary by contribution assumption: employee only about $1,166,625 at 4% or $777,750 at 6%; with 50% employer match about $777,750 at 4% or $518,500 at 6%; with 100% employer match about $583,313 at 4% or $388,875 at 6%.
Richard E. Winer, C.P.A. PC. Profit Sharing Plan-4$3,043,720$51,660$12,915iApproximate average salary by contribution assumption: employee only about $322,875 at 4% or $215,250 at 6%; with 50% employer match about $215,250 at 4% or $143,500 at 6%; with 100% employer match about $161,438 at 4% or $107,625 at 6%.
RICHARD E. WINER, C.P.A., P.C. CASH BALANCE PENSION PLAN-3$468,899$135,000$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%.
201324$3,161,500$185,984$46,496iApproximate average salary by contribution assumption: employee only about $1,162,400 at 4% or $774,933 at 6%; with 50% employer match about $774,933 at 4% or $516,622 at 6%; with 100% employer match about $581,200 at 4% or $387,467 at 6%.
Richard E. Winer, C.P.A. PC. Profit Sharing Plan-4$2,853,451$50,984$12,746iApproximate average salary by contribution assumption: employee only about $318,650 at 4% or $212,433 at 6%; with 50% employer match about $212,433 at 4% or $141,622 at 6%; with 100% employer match about $159,325 at 4% or $106,217 at 6%.
RICHARD E. WINER, C.P.A., P.C. CASH BALANCE PENSION PLAN-3$308,049$135,000$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%.
201223$2,362,077$177,540$59,180iApproximate average salary by contribution assumption: employee only about $1,479,500 at 4% or $986,333 at 6%; with 50% employer match about $986,333 at 4% or $657,556 at 6%; with 100% employer match about $739,750 at 4% or $493,167 at 6%.
Richard E. Winer, C.P.A. PC. Profit Sharing Plan-3$2,225,249$44,540$14,847iApproximate average salary by contribution assumption: employee only about $371,167 at 4% or $247,444 at 6%; with 50% employer match about $247,444 at 4% or $164,963 at 6%; with 100% employer match about $185,583 at 4% or $123,722 at 6%.
RICHARD E. WINER, C.P.A., P.C. CASH BALANCE PENSION PLAN-3$136,828$133,000$44,333iApproximate average salary by contribution assumption: employee only about $1,108,333 at 4% or $738,889 at 6%; with 50% employer match about $738,889 at 4% or $492,593 at 6%; with 100% employer match about $554,167 at 4% or $369,444 at 6%.
201114$2,058,544$71,926$17,982iApproximate average salary by contribution assumption: employee only about $449,538 at 4% or $299,692 at 6%; with 50% employer match about $299,692 at 4% or $199,794 at 6%; with 100% employer match about $224,769 at 4% or $149,846 at 6%.
Richard E. Winer, C.P.A. PC. Profit Sharing Plan-4$2,058,544$71,926$17,982iApproximate average salary by contribution assumption: employee only about $449,538 at 4% or $299,692 at 6%; with 50% employer match about $299,692 at 4% or $199,794 at 6%; with 100% employer match about $224,769 at 4% or $149,846 at 6%.
201014$2,166,354$73,751$18,438iApproximate average salary by contribution assumption: employee only about $460,944 at 4% or $307,296 at 6%; with 50% employer match about $307,296 at 4% or $204,864 at 6%; with 100% employer match about $230,472 at 4% or $153,648 at 6%.
Richard E. Winer, C.P.A. PC. Profit Sharing Plan-4$2,166,354$73,751$18,438iApproximate average salary by contribution assumption: employee only about $460,944 at 4% or $307,296 at 6%; with 50% employer match about $307,296 at 4% or $204,864 at 6%; with 100% employer match about $230,472 at 4% or $153,648 at 6%.
200913$1,828,707$72,219$24,073iApproximate average salary by contribution assumption: employee only about $601,825 at 4% or $401,217 at 6%; with 50% employer match about $401,217 at 4% or $267,478 at 6%; with 100% employer match about $300,913 at 4% or $200,608 at 6%.
Richard E. Winer, C.P.A. PC. Profit Sharing Plan-3$1,828,707$72,219$24,073iApproximate average salary by contribution assumption: employee only about $601,825 at 4% or $401,217 at 6%; with 50% employer match about $401,217 at 4% or $267,478 at 6%; with 100% employer match about $300,913 at 4% or $200,608 at 6%.
200813$1,344,688$73,129$24,376iApproximate average salary by contribution assumption: employee only about $609,408 at 4% or $406,272 at 6%; with 50% employer match about $406,272 at 4% or $270,848 at 6%; with 100% employer match about $304,704 at 4% or $203,136 at 6%.
Richard E. Winer, C.P.A. PC. Profit Sharing Plan-3$1,344,688$73,129$24,376iApproximate average salary by contribution assumption: employee only about $609,408 at 4% or $406,272 at 6%; with 50% employer match about $406,272 at 4% or $270,848 at 6%; with 100% employer match about $304,704 at 4% or $203,136 at 6%.
200714$2,117,144$72,108$18,027iApproximate average salary by contribution assumption: employee only about $450,675 at 4% or $300,450 at 6%; with 50% employer match about $300,450 at 4% or $200,300 at 6%; with 100% employer match about $225,338 at 4% or $150,225 at 6%.
Richard E. Winer, C.P.A. PC. Profit Sharing Plan-4$2,117,144$72,108$18,027iApproximate average salary by contribution assumption: employee only about $450,675 at 4% or $300,450 at 6%; with 50% employer match about $300,450 at 4% or $200,300 at 6%; with 100% employer match about $225,338 at 4% or $150,225 at 6%.
200613$1,777,301$69,917$23,306iApproximate average salary by contribution assumption: employee only about $582,642 at 4% or $388,428 at 6%; with 50% employer match about $388,428 at 4% or $258,952 at 6%; with 100% employer match about $291,321 at 4% or $194,214 at 6%.
Richard E. Winer, C.P.A. PC. Profit Sharing Plan-3$1,777,301$69,917$23,306iApproximate average salary by contribution assumption: employee only about $582,642 at 4% or $388,428 at 6%; with 50% employer match about $388,428 at 4% or $258,952 at 6%; with 100% employer match about $291,321 at 4% or $194,214 at 6%.
200514$1,432,922$63,955$15,989iApproximate average salary by contribution assumption: employee only about $399,719 at 4% or $266,479 at 6%; with 50% employer match about $266,479 at 4% or $177,653 at 6%; with 100% employer match about $199,859 at 4% or $133,240 at 6%.
Richard E. Winer, C.P.A. PC. Profit Sharing Plan-4$1,432,922$63,955$15,989iApproximate average salary by contribution assumption: employee only about $399,719 at 4% or $266,479 at 6%; with 50% employer match about $266,479 at 4% or $177,653 at 6%; with 100% employer match about $199,859 at 4% or $133,240 at 6%.
200413$1,210,036$56,600$18,867iApproximate average salary by contribution assumption: employee only about $471,667 at 4% or $314,444 at 6%; with 50% employer match about $314,444 at 4% or $209,630 at 6%; with 100% employer match about $235,833 at 4% or $157,222 at 6%.
Richard E. Winer, C.P.A. PC. Profit Sharing Plan-3$1,210,036$56,600$18,867iApproximate average salary by contribution assumption: employee only about $471,667 at 4% or $314,444 at 6%; with 50% employer match about $314,444 at 4% or $209,630 at 6%; with 100% employer match about $235,833 at 4% or $157,222 at 6%.
200313$1,010,972$50,600$16,867iApproximate average salary by contribution assumption: employee only about $421,667 at 4% or $281,111 at 6%; with 50% employer match about $281,111 at 4% or $187,407 at 6%; with 100% employer match about $210,833 at 4% or $140,556 at 6%.
Richard E. Winer, C.P.A. PC. Profit Sharing Plan-3$1,010,972$50,600$16,867iApproximate average salary by contribution assumption: employee only about $421,667 at 4% or $281,111 at 6%; with 50% employer match about $281,111 at 4% or $187,407 at 6%; with 100% employer match about $210,833 at 4% or $140,556 at 6%.
200213$724,257$48,400$16,133iApproximate average salary by contribution assumption: employee only about $403,333 at 4% or $268,889 at 6%; with 50% employer match about $268,889 at 4% or $179,259 at 6%; with 100% employer match about $201,667 at 4% or $134,444 at 6%.
Richard E. Winer, C.P.A. PC. Profit Sharing Plan-3$724,257$48,400$16,133iApproximate average salary by contribution assumption: employee only about $403,333 at 4% or $268,889 at 6%; with 50% employer match about $268,889 at 4% or $179,259 at 6%; with 100% employer match about $201,667 at 4% or $134,444 at 6%.
200114$821,684$40,097$10,024iApproximate average salary by contribution assumption: employee only about $250,606 at 4% or $167,071 at 6%; with 50% employer match about $167,071 at 4% or $111,381 at 6%; with 100% employer match about $125,303 at 4% or $83,535 at 6%.
Richard E. Winer, C.P.A. PC. Profit Sharing Plan-4$821,684$40,097$10,024iApproximate average salary by contribution assumption: employee only about $250,606 at 4% or $167,071 at 6%; with 50% employer match about $167,071 at 4% or $111,381 at 6%; with 100% employer match about $125,303 at 4% or $83,535 at 6%.
200014$867,360$37,500$9,375iApproximate average salary by contribution assumption: employee only about $234,375 at 4% or $156,250 at 6%; with 50% employer match about $156,250 at 4% or $104,167 at 6%; with 100% employer match about $117,188 at 4% or $78,125 at 6%.
Richard E. Winer, C.P.A. PC. Profit Sharing Plan-4$867,360$37,500$9,375iApproximate average salary by contribution assumption: employee only about $234,375 at 4% or $156,250 at 6%; with 50% employer match about $156,250 at 4% or $104,167 at 6%; with 100% employer match about $117,188 at 4% or $78,125 at 6%.