Wolin & Associates Inc.
Plan context: Wolin & Associates Inc. 401K Retirement Plan
EIN 42-0819975 • West Des Moines, IA • 19 filings • 2 plans
Current Snapshot
Latest Year
2017
2017 Participants
38
2017 Assets
$4,373,662
2017 Contributions
$413,151
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 |
|---|---|---|---|---|---|
| 2017 | 1 | 0 | $0 | $413,151 | - |
| Wolin & Associates Inc. 401K Retirement Plan | - | 0 | $0 | $413,151 | - |
| 2016 | 1 | 38 | $4,373,662 | $430,583 | $11,331iApproximate average salary by contribution assumption: employee only about $283,278 at 4% or $188,852 at 6%; with 50% employer match about $188,852 at 4% or $125,901 at 6%; with 100% employer match about $141,639 at 4% or $94,426 at 6%. |
| Wolin & Associates Inc. 401K Retirement Plan | - | 38 | $4,373,662 | $430,583 | $11,331iApproximate average salary by contribution assumption: employee only about $283,278 at 4% or $188,852 at 6%; with 50% employer match about $188,852 at 4% or $125,901 at 6%; with 100% employer match about $141,639 at 4% or $94,426 at 6%. |
| 2015 | 1 | 42 | $3,680,745 | $414,028 | $9,858iApproximate average salary by contribution assumption: employee only about $246,445 at 4% or $164,297 at 6%; with 50% employer match about $164,297 at 4% or $109,531 at 6%; with 100% employer match about $123,223 at 4% or $82,148 at 6%. |
| Wolin & Associates Inc. 401K Retirement Plan | - | 42 | $3,680,745 | $414,028 | $9,858iApproximate average salary by contribution assumption: employee only about $246,445 at 4% or $164,297 at 6%; with 50% employer match about $164,297 at 4% or $109,531 at 6%; with 100% employer match about $123,223 at 4% or $82,148 at 6%. |
| 2014 | 1 | 37 | $3,506,917 | $382,103 | $10,327iApproximate average salary by contribution assumption: employee only about $258,178 at 4% or $172,118 at 6%; with 50% employer match about $172,118 at 4% or $114,746 at 6%; with 100% employer match about $129,089 at 4% or $86,059 at 6%. |
| Wolin & Associates Inc. 401K Retirement Plan | - | 37 | $3,506,917 | $382,103 | $10,327iApproximate average salary by contribution assumption: employee only about $258,178 at 4% or $172,118 at 6%; with 50% employer match about $172,118 at 4% or $114,746 at 6%; with 100% employer match about $129,089 at 4% or $86,059 at 6%. |
| 2013 | 1 | 37 | $3,063,397 | $325,149 | $8,788iApproximate average salary by contribution assumption: employee only about $219,695 at 4% or $146,464 at 6%; with 50% employer match about $146,464 at 4% or $97,642 at 6%; with 100% employer match about $109,848 at 4% or $73,232 at 6%. |
| Wolin & Associates Inc. 401K Retirement Plan | - | 37 | $3,063,397 | $325,149 | $8,788iApproximate average salary by contribution assumption: employee only about $219,695 at 4% or $146,464 at 6%; with 50% employer match about $146,464 at 4% or $97,642 at 6%; with 100% employer match about $109,848 at 4% or $73,232 at 6%. |
| 2012 | 1 | 28 | $2,226,170 | $289,765 | $10,349iApproximate average salary by contribution assumption: employee only about $258,719 at 4% or $172,479 at 6%; with 50% employer match about $172,479 at 4% or $114,986 at 6%; with 100% employer match about $129,359 at 4% or $86,240 at 6%. |
| Wolin & Associates Inc. 401K Retirement Plan | - | 28 | $2,226,170 | $289,765 | $10,349iApproximate average salary by contribution assumption: employee only about $258,719 at 4% or $172,479 at 6%; with 50% employer match about $172,479 at 4% or $114,986 at 6%; with 100% employer match about $129,359 at 4% or $86,240 at 6%. |
| 2011 | 1 | 28 | $1,707,062 | $191,275 | $6,831iApproximate average salary by contribution assumption: employee only about $170,781 at 4% or $113,854 at 6%; with 50% employer match about $113,854 at 4% or $75,903 at 6%; with 100% employer match about $85,391 at 4% or $56,927 at 6%. |
| Wolin & Associates Inc. 401K Retirement Plan | - | 28 | $1,707,062 | $191,275 | $6,831iApproximate average salary by contribution assumption: employee only about $170,781 at 4% or $113,854 at 6%; with 50% employer match about $113,854 at 4% or $75,903 at 6%; with 100% employer match about $85,391 at 4% or $56,927 at 6%. |
| 2010 | 1 | 29 | $1,443,235 | $284,771 | $9,820iApproximate average salary by contribution assumption: employee only about $245,492 at 4% or $163,661 at 6%; with 50% employer match about $163,661 at 4% or $109,108 at 6%; with 100% employer match about $122,746 at 4% or $81,831 at 6%. |
| Wolin & Associates Inc. 401K Retirement Plan | - | 29 | $1,443,235 | $284,771 | $9,820iApproximate average salary by contribution assumption: employee only about $245,492 at 4% or $163,661 at 6%; with 50% employer match about $163,661 at 4% or $109,108 at 6%; with 100% employer match about $122,746 at 4% or $81,831 at 6%. |
| 2009 | 1 | 31 | $830,000 | $98,574 | $3,180iApproximate average salary by contribution assumption: employee only about $79,495 at 4% or $52,997 at 6%; with 50% employer match about $52,997 at 4% or $35,331 at 6%; with 100% employer match about $39,748 at 4% or $26,498 at 6%. |
| Wolin & Associates Inc. 401K Retirement Plan | - | 31 | $830,000 | $98,574 | $3,180iApproximate average salary by contribution assumption: employee only about $79,495 at 4% or $52,997 at 6%; with 50% employer match about $52,997 at 4% or $35,331 at 6%; with 100% employer match about $39,748 at 4% or $26,498 at 6%. |
| 2008 | 1 | 29 | $660,980 | $228,729 | $7,887iApproximate average salary by contribution assumption: employee only about $197,180 at 4% or $131,453 at 6%; with 50% employer match about $131,453 at 4% or $87,636 at 6%; with 100% employer match about $98,590 at 4% or $65,727 at 6%. |
| Wolin & Associates Inc. 401K Retirement Plan | - | 29 | $660,980 | $228,729 | $7,887iApproximate average salary by contribution assumption: employee only about $197,180 at 4% or $131,453 at 6%; with 50% employer match about $131,453 at 4% or $87,636 at 6%; with 100% employer match about $98,590 at 4% or $65,727 at 6%. |
| 2007 | 1 | 18 | $685,914 | $84,917 | $4,718iApproximate average salary by contribution assumption: employee only about $117,940 at 4% or $78,627 at 6%; with 50% employer match about $78,627 at 4% or $52,418 at 6%; with 100% employer match about $58,970 at 4% or $39,313 at 6%. |
| Wolin & Associates Inc. 401K Retirement Plan | - | 18 | $685,914 | $84,917 | $4,718iApproximate average salary by contribution assumption: employee only about $117,940 at 4% or $78,627 at 6%; with 50% employer match about $78,627 at 4% or $52,418 at 6%; with 100% employer match about $58,970 at 4% or $39,313 at 6%. |
| 2006 | 1 | 18 | $570,378 | $60,413 | $3,356iApproximate average salary by contribution assumption: employee only about $83,907 at 4% or $55,938 at 6%; with 50% employer match about $55,938 at 4% or $37,292 at 6%; with 100% employer match about $41,953 at 4% or $27,969 at 6%. |
| Wolin & Associates Inc. 401K Retirement Plan | - | 18 | $570,378 | $60,413 | $3,356iApproximate average salary by contribution assumption: employee only about $83,907 at 4% or $55,938 at 6%; with 50% employer match about $55,938 at 4% or $37,292 at 6%; with 100% employer match about $41,953 at 4% or $27,969 at 6%. |
| 2005 | 1 | 17 | $461,893 | $53,218 | $3,130iApproximate average salary by contribution assumption: employee only about $78,262 at 4% or $52,175 at 6%; with 50% employer match about $52,175 at 4% or $34,783 at 6%; with 100% employer match about $39,131 at 4% or $26,087 at 6%. |
| Wolin & Associates Inc. 401K Retirement Plan | - | 17 | $461,893 | $53,218 | $3,130iApproximate average salary by contribution assumption: employee only about $78,262 at 4% or $52,175 at 6%; with 50% employer match about $52,175 at 4% or $34,783 at 6%; with 100% employer match about $39,131 at 4% or $26,087 at 6%. |
| 2004 | 1 | 18 | $417,790 | $68,172 | $3,787iApproximate average salary by contribution assumption: employee only about $94,683 at 4% or $63,122 at 6%; with 50% employer match about $63,122 at 4% or $42,081 at 6%; with 100% employer match about $47,342 at 4% or $31,561 at 6%. |
| Wolin & Associates Inc. 401K Retirement Plan | - | 18 | $417,790 | $68,172 | $3,787iApproximate average salary by contribution assumption: employee only about $94,683 at 4% or $63,122 at 6%; with 50% employer match about $63,122 at 4% or $42,081 at 6%; with 100% employer match about $47,342 at 4% or $31,561 at 6%. |
| 2003 | 1 | 23 | $378,768 | $75,163 | $3,268iApproximate average salary by contribution assumption: employee only about $81,699 at 4% or $54,466 at 6%; with 50% employer match about $54,466 at 4% or $36,311 at 6%; with 100% employer match about $40,849 at 4% or $27,233 at 6%. |
| Wolin & Associates Inc. 401K Retirement Plan | - | 23 | $378,768 | $75,163 | $3,268iApproximate average salary by contribution assumption: employee only about $81,699 at 4% or $54,466 at 6%; with 50% employer match about $54,466 at 4% or $36,311 at 6%; with 100% employer match about $40,849 at 4% or $27,233 at 6%. |
| 2002 | 1 | 27 | $402,423 | $83,543 | $3,094iApproximate average salary by contribution assumption: employee only about $77,355 at 4% or $51,570 at 6%; with 50% employer match about $51,570 at 4% or $34,380 at 6%; with 100% employer match about $38,677 at 4% or $25,785 at 6%. |
| Wolin & Associates Inc. 401K Retirement Plan | - | 27 | $402,423 | $83,543 | $3,094iApproximate average salary by contribution assumption: employee only about $77,355 at 4% or $51,570 at 6%; with 50% employer match about $51,570 at 4% or $34,380 at 6%; with 100% employer match about $38,677 at 4% or $25,785 at 6%. |
| 2001 | 1 | 30 | $0 | $0 | - |
| Wolin & Associates Inc. 401K Retirement Plan | - | 30 | - | - | - |
| 2000 | 1 | 26 | $0 | $0 | - |
| Wolin & Associates Inc. 401K Retirement Plan | - | 26 | - | - | - |
| 1999 | 1 | 23 | $562,501 | $76,609 | $3,331iApproximate average salary by contribution assumption: employee only about $83,271 at 4% or $55,514 at 6%; with 50% employer match about $55,514 at 4% or $37,009 at 6%; with 100% employer match about $41,635 at 4% or $27,757 at 6%. |
| Wolin & Associates Inc. 401K Retirement Plan | - | 23 | $562,501 | $76,609 | $3,331iApproximate average salary by contribution assumption: employee only about $83,271 at 4% or $55,514 at 6%; with 50% employer match about $55,514 at 4% or $37,009 at 6%; with 100% employer match about $41,635 at 4% or $27,757 at 6%. |