Robert I. Wertheimer, P.C.
Plan context: ROBERT I. WERTHEIMER, P.C. PENSION PLAN & TRUST
EIN 36-4349779 • Highland Park, IL • 12 filings • 3 plans
Current Snapshot
Latest Year
2014
2014 Participants
1
2014 Assets
$595,217
2014 Contributions
$27,725
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 |
|---|---|---|---|---|---|
| 2014 | 1 | 0 | $0 | $0 | - |
| ROBERT I. WERTHEIMER, P.C. PENSION PLAN & TRUST | - | 0 | $0 | $0 | - |
| 2012 | 1 | 1 | $595,217 | $0 | - |
| ROBERT I. WERTHEIMER, P.C. PENSION PLAN & TRUST | - | 1 | $595,217 | $0 | - |
| 2010 | 1 | 0 | $0 | $0 | - |
| Robert I. Wertheimer PC. Profit Sharing Plan | - | 0 | - | - | - |
| 2009 | 1 | 2 | $120,335 | $0 | - |
| Robert I. Wertheimer PC. Profit Sharing Plan | - | 2 | $120,335 | - | - |
| 2008 | 1 | 0 | $99,529 | $0 | - |
| Robert I. Wertheimer PC. Profit Sharing Plan | - | 0 | $99,529 | - | - |
| 2007 | 1 | 2 | $0 | $0 | - |
| Robert I. Wertheimer PC. Profit Sharing Plan | - | 2 | - | - | - |
| 2006 | 1 | 1 | $136,268 | $27,725 | $27,725iApproximate average salary by contribution assumption: employee only about $693,125 at 4% or $462,083 at 6%; with 50% employer match about $462,083 at 4% or $308,056 at 6%; with 100% employer match about $346,563 at 4% or $231,042 at 6%. |
| Robert I. Wertheimer PC. Profit Sharing Plan | - | 1 | $136,268 | $27,725 | $27,725iApproximate average salary by contribution assumption: employee only about $693,125 at 4% or $462,083 at 6%; with 50% employer match about $462,083 at 4% or $308,056 at 6%; with 100% employer match about $346,563 at 4% or $231,042 at 6%. |
| 2005 | 1 | 2 | $92,702 | $30,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| Robert I. Wertheimer PC. Profit Sharing Plan | - | 2 | $92,702 | $30,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| 2004 | 1 | 2 | $59,870 | $0 | - |
| Robert I. Wertheimer PC. Profit Sharing Plan | - | 2 | $59,870 | - | - |
| 2003 | 1 | 2 | $57,210 | $6,045 | $3,023iApproximate average salary by contribution assumption: employee only about $75,563 at 4% or $50,375 at 6%; with 50% employer match about $50,375 at 4% or $33,583 at 6%; with 100% employer match about $37,781 at 4% or $25,188 at 6%. |
| Robert I. Wertheimer PC. Profit Sharing Plan | - | 2 | $57,210 | $6,045 | $3,023iApproximate average salary by contribution assumption: employee only about $75,563 at 4% or $50,375 at 6%; with 50% employer match about $50,375 at 4% or $33,583 at 6%; with 100% employer match about $37,781 at 4% or $25,188 at 6%. |
| 2002 | 1 | 2 | $51,064 | $0 | - |
| Robert I. Wertheimer PC. Profit Sharing Plan | - | 2 | $51,064 | - | - |
| 2001 | 1 | 2 | $0 | $0 | - |
| Robert I. Wertheimer PC. Profit Sharing Plan | - | 2 | - | - | - |