Civic Intelligence

Wartzman, Omansky, Blibaum, Simons, Cassin, Sachs & Sagal, P.A.

Plan context: SAGAL FILBERT QUASNEY & BETTEN 401(K) PROFIT SHARING PLAN

EIN 52-0893330 • Towson, MD • 18 filings • 5 plans

600 Washington Ave Ste 300Towson, MD 21204
Current Snapshot

Latest Year

2023

2023 Participants

7

2023 Assets

$625,455

2023 Contributions

$79,161

Historical Graphs

Total Assets Over Time

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

$3,431,630$1,715,815$0199920182023YearValue
$625,455Latest year 2023

Participants Over Time

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

23120199920182023YearValue
7Latest year 2023

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
202317$625,455$79,161$11,309iApproximate average salary by contribution assumption: employee only about $282,718 at 4% or $188,479 at 6%; with 50% employer match about $188,479 at 4% or $125,652 at 6%; with 100% employer match about $141,359 at 4% or $94,239 at 6%.
SAGAL FILBERT QUASNEY & BETTEN 401(K) PROFIT SHARING PLAN-7$625,455$79,161$11,309iApproximate average salary by contribution assumption: employee only about $282,718 at 4% or $188,479 at 6%; with 50% employer match about $188,479 at 4% or $125,652 at 6%; with 100% employer match about $141,359 at 4% or $94,239 at 6%.
2022121$3,037,417$276,947$13,188iApproximate average salary by contribution assumption: employee only about $329,699 at 4% or $219,799 at 6%; with 50% employer match about $219,799 at 4% or $146,533 at 6%; with 100% employer match about $164,849 at 4% or $109,900 at 6%.
SAGAL FILBERT QUASNEY & BETTEN 401(K) PROFIT SHARING PLAN-21$3,037,417$276,947$13,188iApproximate average salary by contribution assumption: employee only about $329,699 at 4% or $219,799 at 6%; with 50% employer match about $219,799 at 4% or $146,533 at 6%; with 100% employer match about $164,849 at 4% or $109,900 at 6%.
2021120$3,431,630$235,330$11,767iApproximate average salary by contribution assumption: employee only about $294,163 at 4% or $196,108 at 6%; with 50% employer match about $196,108 at 4% or $130,739 at 6%; with 100% employer match about $147,081 at 4% or $98,054 at 6%.
SAGAL FILBERT QUASNEY & BETTEN 401(K) PROFIT SHARING PLAN-20$3,431,630$235,330$11,767iApproximate average salary by contribution assumption: employee only about $294,163 at 4% or $196,108 at 6%; with 50% employer match about $196,108 at 4% or $130,739 at 6%; with 100% employer match about $147,081 at 4% or $98,054 at 6%.
2020120$2,894,821$222,707$11,135iApproximate average salary by contribution assumption: employee only about $278,384 at 4% or $185,589 at 6%; with 50% employer match about $185,589 at 4% or $123,726 at 6%; with 100% employer match about $139,192 at 4% or $92,795 at 6%.
SAGAL FILBERT QUASNEY & BETTEN 401(K) PROFIT SHARING PLAN-20$2,894,821$222,707$11,135iApproximate average salary by contribution assumption: employee only about $278,384 at 4% or $185,589 at 6%; with 50% employer match about $185,589 at 4% or $123,726 at 6%; with 100% employer match about $139,192 at 4% or $92,795 at 6%.
2019121$2,571,760$443,078$21,099iApproximate average salary by contribution assumption: employee only about $527,474 at 4% or $351,649 at 6%; with 50% employer match about $351,649 at 4% or $234,433 at 6%; with 100% employer match about $263,737 at 4% or $175,825 at 6%.
SAGAL FILBERT QUASNEY & BETTEN 401(K) PROFIT SHARING PLAN-21$2,571,760$443,078$21,099iApproximate average salary by contribution assumption: employee only about $527,474 at 4% or $351,649 at 6%; with 50% employer match about $351,649 at 4% or $234,433 at 6%; with 100% employer match about $263,737 at 4% or $175,825 at 6%.
2018122$2,231,871$193,456$8,793iApproximate average salary by contribution assumption: employee only about $219,836 at 4% or $146,558 at 6%; with 50% employer match about $146,558 at 4% or $97,705 at 6%; with 100% employer match about $109,918 at 4% or $73,279 at 6%.
SAGAL FILBERT QUASNEY & BETTEN 401(K) PROFIT SHARING PLAN-22$2,231,871$193,456$8,793iApproximate average salary by contribution assumption: employee only about $219,836 at 4% or $146,558 at 6%; with 50% employer match about $146,558 at 4% or $97,705 at 6%; with 100% employer match about $109,918 at 4% or $73,279 at 6%.
2017122$2,157,358$729,126$33,142iApproximate average salary by contribution assumption: employee only about $828,552 at 4% or $552,368 at 6%; with 50% employer match about $552,368 at 4% or $368,245 at 6%; with 100% employer match about $414,276 at 4% or $276,184 at 6%.
SAGAL FILBERT QUASNEY & BETTEN 401(K) PROFIT SHARING PLAN-22$2,157,358$729,126$33,142iApproximate average salary by contribution assumption: employee only about $828,552 at 4% or $552,368 at 6%; with 50% employer match about $552,368 at 4% or $368,245 at 6%; with 100% employer match about $414,276 at 4% or $276,184 at 6%.
2016123$1,246,178$189,212$8,227iApproximate average salary by contribution assumption: employee only about $205,665 at 4% or $137,110 at 6%; with 50% employer match about $137,110 at 4% or $91,407 at 6%; with 100% employer match about $102,833 at 4% or $68,555 at 6%.
SAGAL FILBERT QUASNEY & BETTEN 401(K) PROFIT SHARING PLAN-23$1,246,178$189,212$8,227iApproximate average salary by contribution assumption: employee only about $205,665 at 4% or $137,110 at 6%; with 50% employer match about $137,110 at 4% or $91,407 at 6%; with 100% employer match about $102,833 at 4% or $68,555 at 6%.
200320$0$0-
Wartzman, Omansky, Blibaum & Simons, P.A. Profit Sharing Plan and Trust-0---
Wartzman, Omansky, Blibaum & Simons, P.A. Money Purchase Pension Plan and Trust-0---
2002212$1,181,439$21,813$1,818iApproximate average salary by contribution assumption: employee only about $45,444 at 4% or $30,296 at 6%; with 50% employer match about $30,296 at 4% or $20,197 at 6%; with 100% employer match about $22,722 at 4% or $15,148 at 6%.
Wartzman, Omansky, Blibaum & Simons, P.A. Money Purchase Pension Plan and Trust-12$1,143,061$21,813$1,818iApproximate average salary by contribution assumption: employee only about $45,444 at 4% or $30,296 at 6%; with 50% employer match about $30,296 at 4% or $20,197 at 6%; with 100% employer match about $22,722 at 4% or $15,148 at 6%.
Wartzman, Omansky, Blibaum & Simons, P.A. Profit Sharing Plan and Trust-12$38,378--
2001215$1,278,380$49,124$3,275iApproximate average salary by contribution assumption: employee only about $81,873 at 4% or $54,582 at 6%; with 50% employer match about $54,582 at 4% or $36,388 at 6%; with 100% employer match about $40,937 at 4% or $27,291 at 6%.
Wartzman, Omansky, Blibaum & Simons, P.A. Money Purchase Pension Plan and Trust-15$1,278,380$49,124$3,275iApproximate average salary by contribution assumption: employee only about $81,873 at 4% or $54,582 at 6%; with 50% employer match about $54,582 at 4% or $36,388 at 6%; with 100% employer match about $40,937 at 4% or $27,291 at 6%.
Wartzman, Omansky, Blibaum & Simons, P.A. Profit Sharing Plan and Trust-15---
2000222$1,342,111$53,838$2,447iApproximate average salary by contribution assumption: employee only about $61,180 at 4% or $40,786 at 6%; with 50% employer match about $40,786 at 4% or $27,191 at 6%; with 100% employer match about $30,590 at 4% or $20,393 at 6%.
Wartzman, Omansky, Blibaum & Simons, P.A. Money Purchase Pension Plan and Trust-22$1,296,597$53,838$2,447iApproximate average salary by contribution assumption: employee only about $61,180 at 4% or $40,786 at 6%; with 50% employer match about $40,786 at 4% or $27,191 at 6%; with 100% employer match about $30,590 at 4% or $20,393 at 6%.
Wartzman, Omansky, Blibaum & Simons, P.A. Profit Sharing Plan and Trust-22$45,514--
1999223$2,021,478$52,293$2,274iApproximate average salary by contribution assumption: employee only about $56,840 at 4% or $37,893 at 6%; with 50% employer match about $37,893 at 4% or $25,262 at 6%; with 100% employer match about $28,420 at 4% or $18,947 at 6%.
Wartzman, Omansky, Blibaum & Simons, P.A. Money Purchase Pension Plan and Trust-23$1,857,131$52,293$2,274iApproximate average salary by contribution assumption: employee only about $56,840 at 4% or $37,893 at 6%; with 50% employer match about $37,893 at 4% or $25,262 at 6%; with 100% employer match about $28,420 at 4% or $18,947 at 6%.
Wartzman, Omansky, Blibaum & Simons, P.A. Profit Sharing Plan and Trust-23$164,347--