Civic Intelligence

Maddin, Hauser, Wartell, Roth, Heller&P

Plan context: Maddin, Hauser, Wartell, Roth, Heller & Pesses PC Tax Def. Sav. & P/S Trust

EIN 38-3024220 • Southfield, MI • 25 filings • 5 plans

One Towne SquareFifth FloorSouthfield, MI 48076-3700
Current Snapshot

Latest Year

2024

2024 Participants

92

2024 Assets

$28,949,176

2024 Contributions

$990,989

Historical Graphs

Total Assets Over Time

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

$28,949,176$14,474,588$0199920142024YearValue
$28,949,176Latest year 2024

Participants Over Time

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

109550200020132024YearValue
92Latest year 2024

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
2024192$28,949,176$990,989$10,772iApproximate average salary by contribution assumption: employee only about $269,290 at 4% or $179,527 at 6%; with 50% employer match about $179,527 at 4% or $119,685 at 6%; with 100% employer match about $134,645 at 4% or $89,763 at 6%.
Maddin, Hauser, Wartell, Roth, Heller & Pesses PC Tax Def. Sav. & P/S Trust-92$28,949,176$990,989$10,772iApproximate average salary by contribution assumption: employee only about $269,290 at 4% or $179,527 at 6%; with 50% employer match about $179,527 at 4% or $119,685 at 6%; with 100% employer match about $134,645 at 4% or $89,763 at 6%.
2023197$25,923,050$999,429$10,303iApproximate average salary by contribution assumption: employee only about $257,585 at 4% or $171,723 at 6%; with 50% employer match about $171,723 at 4% or $114,482 at 6%; with 100% employer match about $128,792 at 4% or $85,862 at 6%.
Maddin, Hauser, Wartell, Roth, Heller & Pesses PC Tax Def. Sav. & P/S Trust-97$25,923,050$999,429$10,303iApproximate average salary by contribution assumption: employee only about $257,585 at 4% or $171,723 at 6%; with 50% employer match about $171,723 at 4% or $114,482 at 6%; with 100% employer match about $128,792 at 4% or $85,862 at 6%.
2022187$23,048,682$904,358$10,395iApproximate average salary by contribution assumption: employee only about $259,873 at 4% or $173,249 at 6%; with 50% employer match about $173,249 at 4% or $115,499 at 6%; with 100% employer match about $129,936 at 4% or $86,624 at 6%.
Maddin, Hauser, Wartell, Roth, Heller & Pesses PC Tax Def. Sav. & P/S Trust-87$23,048,682$904,358$10,395iApproximate average salary by contribution assumption: employee only about $259,873 at 4% or $173,249 at 6%; with 50% employer match about $173,249 at 4% or $115,499 at 6%; with 100% employer match about $129,936 at 4% or $86,624 at 6%.
2021190$27,468,020$845,803$9,398iApproximate average salary by contribution assumption: employee only about $234,945 at 4% or $156,630 at 6%; with 50% employer match about $156,630 at 4% or $104,420 at 6%; with 100% employer match about $117,473 at 4% or $78,315 at 6%.
Maddin, Hauser, Wartell, Roth, Heller & Pesses PC Tax Def. Sav. & P/S Trust-90$27,468,020$845,803$9,398iApproximate average salary by contribution assumption: employee only about $234,945 at 4% or $156,630 at 6%; with 50% employer match about $156,630 at 4% or $104,420 at 6%; with 100% employer match about $117,473 at 4% or $78,315 at 6%.
2020192$24,517,100$790,444$8,592iApproximate average salary by contribution assumption: employee only about $214,795 at 4% or $143,196 at 6%; with 50% employer match about $143,196 at 4% or $95,464 at 6%; with 100% employer match about $107,397 at 4% or $71,598 at 6%.
Maddin, Hauser, Wartell, Roth, Heller & Pesses PC Tax Def. Sav. & P/S Trust-92$24,517,100$790,444$8,592iApproximate average salary by contribution assumption: employee only about $214,795 at 4% or $143,196 at 6%; with 50% employer match about $143,196 at 4% or $95,464 at 6%; with 100% employer match about $107,397 at 4% or $71,598 at 6%.
20191103$21,726,238$822,473$7,985iApproximate average salary by contribution assumption: employee only about $199,629 at 4% or $133,086 at 6%; with 50% employer match about $133,086 at 4% or $88,724 at 6%; with 100% employer match about $99,815 at 4% or $66,543 at 6%.
Maddin, Hauser, Wartell, Roth, Heller & Pesses PC Tax Def. Sav. & P/S Trust-103$21,726,238$822,473$7,985iApproximate average salary by contribution assumption: employee only about $199,629 at 4% or $133,086 at 6%; with 50% employer match about $133,086 at 4% or $88,724 at 6%; with 100% employer match about $99,815 at 4% or $66,543 at 6%.
2018199$18,367,319$749,222$7,568iApproximate average salary by contribution assumption: employee only about $189,197 at 4% or $126,132 at 6%; with 50% employer match about $126,132 at 4% or $84,088 at 6%; with 100% employer match about $94,599 at 4% or $63,066 at 6%.
Maddin, Hauser, Wartell, Roth, Heller & Pesses PC Tax Def. Sav. & P/S Trust-99$18,367,319$749,222$7,568iApproximate average salary by contribution assumption: employee only about $189,197 at 4% or $126,132 at 6%; with 50% employer match about $126,132 at 4% or $84,088 at 6%; with 100% employer match about $94,599 at 4% or $63,066 at 6%.
20171103$19,762,495$636,861$6,183iApproximate average salary by contribution assumption: employee only about $154,578 at 4% or $103,052 at 6%; with 50% employer match about $103,052 at 4% or $68,701 at 6%; with 100% employer match about $77,289 at 4% or $51,526 at 6%.
Maddin, Hauser, Wartell, Roth, Heller & Pesses PC Tax Def. Sav. & P/S Trust-103$19,762,495$636,861$6,183iApproximate average salary by contribution assumption: employee only about $154,578 at 4% or $103,052 at 6%; with 50% employer match about $103,052 at 4% or $68,701 at 6%; with 100% employer match about $77,289 at 4% or $51,526 at 6%.
2016198$16,992,702$595,683$6,078iApproximate average salary by contribution assumption: employee only about $151,960 at 4% or $101,307 at 6%; with 50% employer match about $101,307 at 4% or $67,538 at 6%; with 100% employer match about $75,980 at 4% or $50,653 at 6%.
Maddin, Hauser, Wartell, Roth, Heller & Pesses PC Tax Def. Sav. & P/S Trust-98$16,992,702$595,683$6,078iApproximate average salary by contribution assumption: employee only about $151,960 at 4% or $101,307 at 6%; with 50% employer match about $101,307 at 4% or $67,538 at 6%; with 100% employer match about $75,980 at 4% or $50,653 at 6%.
20151101$16,117,536$612,377$6,063iApproximate average salary by contribution assumption: employee only about $151,578 at 4% or $101,052 at 6%; with 50% employer match about $101,052 at 4% or $67,368 at 6%; with 100% employer match about $75,789 at 4% or $50,526 at 6%.
Maddin, Hauser, Wartell, Roth, Heller & Pesses PC Tax Def. Sav. & P/S Trust-101$16,117,536$612,377$6,063iApproximate average salary by contribution assumption: employee only about $151,578 at 4% or $101,052 at 6%; with 50% employer match about $101,052 at 4% or $67,368 at 6%; with 100% employer match about $75,789 at 4% or $50,526 at 6%.
20141108$16,797,368$656,129$6,075iApproximate average salary by contribution assumption: employee only about $151,882 at 4% or $101,254 at 6%; with 50% employer match about $101,254 at 4% or $67,503 at 6%; with 100% employer match about $75,941 at 4% or $50,627 at 6%.
Maddin, Hauser, Wartell, Roth, Heller & Pesses PC Tax Def. Sav. & P/S Trust-108$16,797,368$656,129$6,075iApproximate average salary by contribution assumption: employee only about $151,882 at 4% or $101,254 at 6%; with 50% employer match about $101,254 at 4% or $67,503 at 6%; with 100% employer match about $75,941 at 4% or $50,627 at 6%.
20131108$16,348,279$749,615$6,941iApproximate average salary by contribution assumption: employee only about $173,522 at 4% or $115,681 at 6%; with 50% employer match about $115,681 at 4% or $77,121 at 6%; with 100% employer match about $86,761 at 4% or $57,841 at 6%.
Maddin, Hauser, Wartell, Roth, Heller & Pesses PC Tax Def. Sav. & P/S Trust-108$16,348,279$749,615$6,941iApproximate average salary by contribution assumption: employee only about $173,522 at 4% or $115,681 at 6%; with 50% employer match about $115,681 at 4% or $77,121 at 6%; with 100% employer match about $86,761 at 4% or $57,841 at 6%.
20121106$13,955,566$971,692$9,167iApproximate average salary by contribution assumption: employee only about $229,173 at 4% or $152,782 at 6%; with 50% employer match about $152,782 at 4% or $101,855 at 6%; with 100% employer match about $114,586 at 4% or $76,391 at 6%.
Maddin, Hauser, Wartell, Roth, Heller & Pesses PC Tax Def. Sav. & P/S Trust-106$13,955,566$971,692$9,167iApproximate average salary by contribution assumption: employee only about $229,173 at 4% or $152,782 at 6%; with 50% employer match about $152,782 at 4% or $101,855 at 6%; with 100% employer match about $114,586 at 4% or $76,391 at 6%.
20111109$12,017,604$722,486$6,628iApproximate average salary by contribution assumption: employee only about $165,708 at 4% or $110,472 at 6%; with 50% employer match about $110,472 at 4% or $73,648 at 6%; with 100% employer match about $82,854 at 4% or $55,236 at 6%.
Maddin, Hauser, Wartell, Roth, Heller & Pesses PC Tax Def. Sav. & P/S Trust-109$12,017,604$722,486$6,628iApproximate average salary by contribution assumption: employee only about $165,708 at 4% or $110,472 at 6%; with 50% employer match about $110,472 at 4% or $73,648 at 6%; with 100% employer match about $82,854 at 4% or $55,236 at 6%.
20101108$12,268,138$911,130$8,436iApproximate average salary by contribution assumption: employee only about $210,910 at 4% or $140,606 at 6%; with 50% employer match about $140,606 at 4% or $93,738 at 6%; with 100% employer match about $105,455 at 4% or $70,303 at 6%.
Maddin, Hauser, Wartell, Roth, Heller & Pesses PC Tax Def. Sav. & P/S Trust-108$12,268,138$911,130$8,436iApproximate average salary by contribution assumption: employee only about $210,910 at 4% or $140,606 at 6%; with 50% employer match about $140,606 at 4% or $93,738 at 6%; with 100% employer match about $105,455 at 4% or $70,303 at 6%.
20091105$9,954,742$641,925$6,114iApproximate average salary by contribution assumption: employee only about $152,839 at 4% or $101,893 at 6%; with 50% employer match about $101,893 at 4% or $67,929 at 6%; with 100% employer match about $76,420 at 4% or $50,946 at 6%.
Maddin, Hauser, Wartell, Roth, Heller & Pesses PC Tax Def. Sav. & P/S Trust-105$9,954,742$641,925$6,114iApproximate average salary by contribution assumption: employee only about $152,839 at 4% or $101,893 at 6%; with 50% employer match about $101,893 at 4% or $67,929 at 6%; with 100% employer match about $76,420 at 4% or $50,946 at 6%.
2007193$0$0-
Maddin, Hauser, Wartell, Roth, Heller & Pesses PC Tax Def. Sav. & P/S Trust-93---
2006182$9,593,694$819,802$9,998iApproximate average salary by contribution assumption: employee only about $249,940 at 4% or $166,626 at 6%; with 50% employer match about $166,626 at 4% or $111,084 at 6%; with 100% employer match about $124,970 at 4% or $83,313 at 6%.
Maddin, Hauser, Wartell, Roth, Heller & Pesses PC Tax Def. Sav. & P/S Trust-82$9,593,694$819,802$9,998iApproximate average salary by contribution assumption: employee only about $249,940 at 4% or $166,626 at 6%; with 50% employer match about $166,626 at 4% or $111,084 at 6%; with 100% employer match about $124,970 at 4% or $83,313 at 6%.
2005174$7,906,216$819,605$11,076iApproximate average salary by contribution assumption: employee only about $276,894 at 4% or $184,596 at 6%; with 50% employer match about $184,596 at 4% or $123,064 at 6%; with 100% employer match about $138,447 at 4% or $92,298 at 6%.
Maddin, Hauser, Wartell, Roth, Heller & Pesses PC Tax Def. Sav. & P/S Trust-74$7,906,216$819,605$11,076iApproximate average salary by contribution assumption: employee only about $276,894 at 4% or $184,596 at 6%; with 50% employer match about $184,596 at 4% or $123,064 at 6%; with 100% employer match about $138,447 at 4% or $92,298 at 6%.
2004178$7,161,533$768,642$9,854iApproximate average salary by contribution assumption: employee only about $246,360 at 4% or $164,240 at 6%; with 50% employer match about $164,240 at 4% or $109,493 at 6%; with 100% employer match about $123,180 at 4% or $82,120 at 6%.
Maddin, Hauser, Wartell, Roth, Heller & Pesses PC Tax Def. Sav. & P/S Trust-78$7,161,533$768,642$9,854iApproximate average salary by contribution assumption: employee only about $246,360 at 4% or $164,240 at 6%; with 50% employer match about $164,240 at 4% or $109,493 at 6%; with 100% employer match about $123,180 at 4% or $82,120 at 6%.
2003182$6,078,368$643,733$7,850iApproximate average salary by contribution assumption: employee only about $196,260 at 4% or $130,840 at 6%; with 50% employer match about $130,840 at 4% or $87,227 at 6%; with 100% employer match about $98,130 at 4% or $65,420 at 6%.
Maddin, Hauser, Wartell, Roth, Heller & Pesses PC Tax Def. Sav. & P/S Trust-82$6,078,368$643,733$7,850iApproximate average salary by contribution assumption: employee only about $196,260 at 4% or $130,840 at 6%; with 50% employer match about $130,840 at 4% or $87,227 at 6%; with 100% employer match about $98,130 at 4% or $65,420 at 6%.
2002170$4,517,009$550,159$7,859iApproximate average salary by contribution assumption: employee only about $196,485 at 4% or $130,990 at 6%; with 50% employer match about $130,990 at 4% or $87,327 at 6%; with 100% employer match about $98,243 at 4% or $65,495 at 6%.
Maddin, Hauser, Wartell, Roth, Heller & Pesses PC Tax Def. Sav. & P/S Trust-70$4,517,009$550,159$7,859iApproximate average salary by contribution assumption: employee only about $196,485 at 4% or $130,990 at 6%; with 50% employer match about $130,990 at 4% or $87,327 at 6%; with 100% employer match about $98,243 at 4% or $65,495 at 6%.
2001172$0$0-
Maddin, Hauser, Wartell, Roth, Heller & Pesses PC Tax Def. Sav. & P/S Trust-72---
2000163$0$0-
Maddin, Hauser, Wartell, Roth, Heller & Pesses PC Tax Def. Sav. & P/S Trust-63---
199910$6,101,604$504,975-
Maddin, Hauser, Wartell, Roth, Heller & Pesses PC Tax Def. Sav. & P/S Trust-0$6,101,604$504,975-