Civic Intelligence

Weiner & Company PC.

Plan context: Weiner & Company P.C.401(K) Profit Sharing Plan

EIN 45-2781062 • Santa Fe, NM • 19 filings • 7 plans

460 Saint Michaels Dr Ste 1201Santa Fe, NM 87505-8605
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$1,500,601

2024 Contributions

$110,833

Historical Graphs

Total Assets Over Time

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

$3,065,357$1,532,679$0201220182024YearValue
$1,500,601Latest year 2024

Participants Over Time

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

1260201220182024YearValue
6Latest 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
202416$1,500,601$110,833$18,472iApproximate average salary by contribution assumption: employee only about $461,804 at 4% or $307,869 at 6%; with 50% employer match about $307,869 at 4% or $205,246 at 6%; with 100% employer match about $230,902 at 4% or $153,935 at 6%.
Weiner & Company P.C.401(K) Profit Sharing Plan-6$1,500,601$110,833$18,472iApproximate average salary by contribution assumption: employee only about $461,804 at 4% or $307,869 at 6%; with 50% employer match about $307,869 at 4% or $205,246 at 6%; with 100% employer match about $230,902 at 4% or $153,935 at 6%.
202318$3,013,306$97,891$12,236iApproximate average salary by contribution assumption: employee only about $305,909 at 4% or $203,940 at 6%; with 50% employer match about $203,940 at 4% or $135,960 at 6%; with 100% employer match about $152,955 at 4% or $101,970 at 6%.
Weiner & Company P.C.401(K) Profit Sharing Plan-8$3,013,306$97,891$12,236iApproximate average salary by contribution assumption: employee only about $305,909 at 4% or $203,940 at 6%; with 50% employer match about $203,940 at 4% or $135,960 at 6%; with 100% employer match about $152,955 at 4% or $101,970 at 6%.
202218$2,716,268$104,851$13,106iApproximate average salary by contribution assumption: employee only about $327,659 at 4% or $218,440 at 6%; with 50% employer match about $218,440 at 4% or $145,626 at 6%; with 100% employer match about $163,830 at 4% or $109,220 at 6%.
Weiner & Company P.C.401(K) Profit Sharing Plan-8$2,716,268$104,851$13,106iApproximate average salary by contribution assumption: employee only about $327,659 at 4% or $218,440 at 6%; with 50% employer match about $218,440 at 4% or $145,626 at 6%; with 100% employer match about $163,830 at 4% or $109,220 at 6%.
202118$3,065,357$35,279$4,410iApproximate average salary by contribution assumption: employee only about $110,247 at 4% or $73,498 at 6%; with 50% employer match about $73,498 at 4% or $48,999 at 6%; with 100% employer match about $55,123 at 4% or $36,749 at 6%.
Weiner & Company P.C.401(K) Profit Sharing Plan-8$3,065,357$35,279$4,410iApproximate average salary by contribution assumption: employee only about $110,247 at 4% or $73,498 at 6%; with 50% employer match about $73,498 at 4% or $48,999 at 6%; with 100% employer match about $55,123 at 4% or $36,749 at 6%.
202019$2,802,893$157,318$17,480iApproximate average salary by contribution assumption: employee only about $436,994 at 4% or $291,330 at 6%; with 50% employer match about $291,330 at 4% or $194,220 at 6%; with 100% employer match about $218,497 at 4% or $145,665 at 6%.
Weiner & Company P.C.401(K) Profit Sharing Plan-9$2,802,893$157,318$17,480iApproximate average salary by contribution assumption: employee only about $436,994 at 4% or $291,330 at 6%; with 50% employer match about $291,330 at 4% or $194,220 at 6%; with 100% employer match about $218,497 at 4% or $145,665 at 6%.
2019211$2,393,326$150,558$13,687iApproximate average salary by contribution assumption: employee only about $342,177 at 4% or $228,118 at 6%; with 50% employer match about $228,118 at 4% or $152,079 at 6%; with 100% employer match about $171,089 at 4% or $114,059 at 6%.
Weiner & Company P.C.401(K) Profit Sharing Plan-11$2,393,326$119,530$10,866iApproximate average salary by contribution assumption: employee only about $271,659 at 4% or $181,106 at 6%; with 50% employer match about $181,106 at 4% or $120,737 at 6%; with 100% employer match about $135,830 at 4% or $90,553 at 6%.
WEINER & COMPANY, P.C. PENSION PLAN-0$0$31,028-
2018212$2,957,009$310,624$25,885iApproximate average salary by contribution assumption: employee only about $647,133 at 4% or $431,422 at 6%; with 50% employer match about $431,422 at 4% or $287,615 at 6%; with 100% employer match about $323,567 at 4% or $215,711 at 6%.
Weiner & Company P.C.401(K) Profit Sharing Plan-12$2,094,945$110,624$9,219iApproximate average salary by contribution assumption: employee only about $230,467 at 4% or $153,644 at 6%; with 50% employer match about $153,644 at 4% or $102,430 at 6%; with 100% employer match about $115,233 at 4% or $76,822 at 6%.
WEINER & COMPANY, P.C. PENSION PLAN-8$862,064$200,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
2017211$2,768,310$227,449$20,677iApproximate average salary by contribution assumption: employee only about $516,930 at 4% or $344,620 at 6%; with 50% employer match about $344,620 at 4% or $229,746 at 6%; with 100% employer match about $258,465 at 4% or $172,310 at 6%.
Weiner & Company P.C.401(K) Profit Sharing Plan-11$2,114,968$98,450$8,950iApproximate average salary by contribution assumption: employee only about $223,750 at 4% or $149,167 at 6%; with 50% employer match about $149,167 at 4% or $99,444 at 6%; with 100% employer match about $111,875 at 4% or $74,583 at 6%.
WEINER & COMPANY, P.C. PENSION PLAN-8$653,342$128,999$16,125iApproximate average salary by contribution assumption: employee only about $403,122 at 4% or $268,748 at 6%; with 50% employer match about $268,748 at 4% or $179,165 at 6%; with 100% employer match about $201,561 at 4% or $134,374 at 6%.
2016211$2,311,945$137,655$12,514iApproximate average salary by contribution assumption: employee only about $312,852 at 4% or $208,568 at 6%; with 50% employer match about $208,568 at 4% or $139,045 at 6%; with 100% employer match about $156,426 at 4% or $104,284 at 6%.
Weiner & Company P.C.401(K) Profit Sharing Plan-11$1,790,171$98,939$8,994iApproximate average salary by contribution assumption: employee only about $224,861 at 4% or $149,908 at 6%; with 50% employer match about $149,908 at 4% or $99,938 at 6%; with 100% employer match about $112,431 at 4% or $74,954 at 6%.
WEINER & COMPANY, P.C.-7$521,774$38,716$5,531iApproximate average salary by contribution assumption: employee only about $138,271 at 4% or $92,181 at 6%; with 50% employer match about $92,181 at 4% or $61,454 at 6%; with 100% employer match about $69,136 at 4% or $46,090 at 6%.
2015212$2,122,012$298,665$24,889iApproximate average salary by contribution assumption: employee only about $622,219 at 4% or $414,813 at 6%; with 50% employer match about $414,813 at 4% or $276,542 at 6%; with 100% employer match about $311,109 at 4% or $207,406 at 6%.
Weiner & Company P.C.401(K) Profit Sharing Plan-12$1,639,031$89,671$7,473iApproximate average salary by contribution assumption: employee only about $186,815 at 4% or $124,543 at 6%; with 50% employer match about $124,543 at 4% or $83,029 at 6%; with 100% employer match about $93,407 at 4% or $62,272 at 6%.
WEINER & COMPANY, P.C.-7$482,981$208,994$29,856iApproximate average salary by contribution assumption: employee only about $746,407 at 4% or $497,605 at 6%; with 50% employer match about $497,605 at 4% or $331,737 at 6%; with 100% employer match about $373,204 at 4% or $248,802 at 6%.
2014212$2,135,544$470,171$39,181iApproximate average salary by contribution assumption: employee only about $979,523 at 4% or $653,015 at 6%; with 50% employer match about $653,015 at 4% or $435,344 at 6%; with 100% employer match about $489,761 at 4% or $326,508 at 6%.
Weiner & Company P.C.401(K) Profit Sharing Plan-12$1,861,570$196,197$16,350iApproximate average salary by contribution assumption: employee only about $408,744 at 4% or $272,496 at 6%; with 50% employer match about $272,496 at 4% or $181,664 at 6%; with 100% employer match about $204,372 at 4% or $136,248 at 6%.
WEINER & COMPANY, P.C.-7$273,974$273,974$39,139iApproximate average salary by contribution assumption: employee only about $978,479 at 4% or $652,319 at 6%; with 50% employer match about $652,319 at 4% or $434,879 at 6%; with 100% employer match about $489,239 at 4% or $326,160 at 6%.
2013110$1,850,744$170,158$17,016iApproximate average salary by contribution assumption: employee only about $425,395 at 4% or $283,597 at 6%; with 50% employer match about $283,597 at 4% or $189,064 at 6%; with 100% employer match about $212,698 at 4% or $141,798 at 6%.
Weiner & Company P.C.401(K) Profit Sharing Plan-10$1,850,744$170,158$17,016iApproximate average salary by contribution assumption: employee only about $425,395 at 4% or $283,597 at 6%; with 50% employer match about $283,597 at 4% or $189,064 at 6%; with 100% employer match about $212,698 at 4% or $141,798 at 6%.
2012111$2,247,425$215,431$19,585iApproximate average salary by contribution assumption: employee only about $489,616 at 4% or $326,411 at 6%; with 50% employer match about $326,411 at 4% or $217,607 at 6%; with 100% employer match about $244,808 at 4% or $163,205 at 6%.
Weiner & Company P.C.401(K) Profit Sharing Plan-11$2,247,425$215,431$19,585iApproximate average salary by contribution assumption: employee only about $489,616 at 4% or $326,411 at 6%; with 50% employer match about $326,411 at 4% or $217,607 at 6%; with 100% employer match about $244,808 at 4% or $163,205 at 6%.