Dr. Wilhelmsen & Associates, P.A.
Plan context: Dr. Wilhelmsen & Associates, P.A. Profit Sharing Plan and Trust
EIN 52-0913207 • Towson, MD • 27 filings • 3 plans
Current Snapshot
Latest Year
2023
2023 Participants
4
2023 Assets
$3,056,068
2023 Contributions
$136,601
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 0 | $0 | $0 | - |
| Dr. Wilhelmsen & Associates, P.A. Profit Sharing Plan and Trust | - | 0 | $0 | - | - |
| 2022 | 1 | 4 | $3,056,068 | $136,601 | $34,150iApproximate average salary by contribution assumption: employee only about $853,756 at 4% or $569,171 at 6%; with 50% employer match about $569,171 at 4% or $379,447 at 6%; with 100% employer match about $426,878 at 4% or $284,585 at 6%. |
| Dr. Wilhelmsen & Associates, P.A. Profit Sharing Plan and Trust | - | 4 | $3,056,068 | $136,601 | $34,150iApproximate average salary by contribution assumption: employee only about $853,756 at 4% or $569,171 at 6%; with 50% employer match about $569,171 at 4% or $379,447 at 6%; with 100% employer match about $426,878 at 4% or $284,585 at 6%. |
| 2021 | 1 | 5 | $3,352,265 | $127,803 | $25,561iApproximate average salary by contribution assumption: employee only about $639,015 at 4% or $426,010 at 6%; with 50% employer match about $426,010 at 4% or $284,007 at 6%; with 100% employer match about $319,508 at 4% or $213,005 at 6%. |
| Dr. Wilhelmsen & Associates, P.A. Profit Sharing Plan and Trust | - | 5 | $3,352,265 | $127,803 | $25,561iApproximate average salary by contribution assumption: employee only about $639,015 at 4% or $426,010 at 6%; with 50% employer match about $426,010 at 4% or $284,007 at 6%; with 100% employer match about $319,508 at 4% or $213,005 at 6%. |
| 2020 | 1 | 5 | $2,824,438 | $128,012 | $25,602iApproximate average salary by contribution assumption: employee only about $640,060 at 4% or $426,707 at 6%; with 50% employer match about $426,707 at 4% or $284,471 at 6%; with 100% employer match about $320,030 at 4% or $213,353 at 6%. |
| Dr. Wilhelmsen & Associates, P.A. Profit Sharing Plan and Trust | - | 5 | $2,824,438 | $128,012 | $25,602iApproximate average salary by contribution assumption: employee only about $640,060 at 4% or $426,707 at 6%; with 50% employer match about $426,707 at 4% or $284,471 at 6%; with 100% employer match about $320,030 at 4% or $213,353 at 6%. |
| 2019 | 1 | 5 | $2,379,264 | $124,019 | $24,804iApproximate average salary by contribution assumption: employee only about $620,095 at 4% or $413,397 at 6%; with 50% employer match about $413,397 at 4% or $275,598 at 6%; with 100% employer match about $310,048 at 4% or $206,698 at 6%. |
| Dr. Wilhelmsen & Associates, P.A. Profit Sharing Plan and Trust | - | 5 | $2,379,264 | $124,019 | $24,804iApproximate average salary by contribution assumption: employee only about $620,095 at 4% or $413,397 at 6%; with 50% employer match about $413,397 at 4% or $275,598 at 6%; with 100% employer match about $310,048 at 4% or $206,698 at 6%. |
| 2018 | 1 | 5 | $1,908,626 | $120,407 | $24,081iApproximate average salary by contribution assumption: employee only about $602,035 at 4% or $401,357 at 6%; with 50% employer match about $401,357 at 4% or $267,571 at 6%; with 100% employer match about $301,018 at 4% or $200,678 at 6%. |
| Dr. Wilhelmsen & Associates, P.A. Profit Sharing Plan and Trust | - | 5 | $1,908,626 | $120,407 | $24,081iApproximate average salary by contribution assumption: employee only about $602,035 at 4% or $401,357 at 6%; with 50% employer match about $401,357 at 4% or $267,571 at 6%; with 100% employer match about $301,018 at 4% or $200,678 at 6%. |
| 2017 | 1 | 4 | $1,962,001 | $106,727 | $26,682iApproximate average salary by contribution assumption: employee only about $667,044 at 4% or $444,696 at 6%; with 50% employer match about $444,696 at 4% or $296,464 at 6%; with 100% employer match about $333,522 at 4% or $222,348 at 6%. |
| Dr. Wilhelmsen & Associates, P.A. Profit Sharing Plan and Trust | - | 4 | $1,962,001 | $106,727 | $26,682iApproximate average salary by contribution assumption: employee only about $667,044 at 4% or $444,696 at 6%; with 50% employer match about $444,696 at 4% or $296,464 at 6%; with 100% employer match about $333,522 at 4% or $222,348 at 6%. |
| 2016 | 1 | 4 | $1,570,922 | $99,005 | $24,751iApproximate average salary by contribution assumption: employee only about $618,781 at 4% or $412,521 at 6%; with 50% employer match about $412,521 at 4% or $275,014 at 6%; with 100% employer match about $309,391 at 4% or $206,260 at 6%. |
| Dr. Wilhelmsen & Associates, P.A. Profit Sharing Plan and Trust | - | 4 | $1,570,922 | $99,005 | $24,751iApproximate average salary by contribution assumption: employee only about $618,781 at 4% or $412,521 at 6%; with 50% employer match about $412,521 at 4% or $275,014 at 6%; with 100% employer match about $309,391 at 4% or $206,260 at 6%. |
| 2015 | 1 | 4 | $1,382,735 | $95,635 | $23,909iApproximate average salary by contribution assumption: employee only about $597,719 at 4% or $398,479 at 6%; with 50% employer match about $398,479 at 4% or $265,653 at 6%; with 100% employer match about $298,859 at 4% or $199,240 at 6%. |
| Dr. Wilhelmsen & Associates, P.A. Profit Sharing Plan and Trust | - | 4 | $1,382,735 | $95,635 | $23,909iApproximate average salary by contribution assumption: employee only about $597,719 at 4% or $398,479 at 6%; with 50% employer match about $398,479 at 4% or $265,653 at 6%; with 100% employer match about $298,859 at 4% or $199,240 at 6%. |
| 2014 | 1 | 5 | $1,298,928 | $93,806 | $18,761iApproximate average salary by contribution assumption: employee only about $469,030 at 4% or $312,687 at 6%; with 50% employer match about $312,687 at 4% or $208,458 at 6%; with 100% employer match about $234,515 at 4% or $156,343 at 6%. |
| Dr. Wilhelmsen & Associates, P.A. Profit Sharing Plan and Trust | - | 5 | $1,298,928 | $93,806 | $18,761iApproximate average salary by contribution assumption: employee only about $469,030 at 4% or $312,687 at 6%; with 50% employer match about $312,687 at 4% or $208,458 at 6%; with 100% employer match about $234,515 at 4% or $156,343 at 6%. |
| 2013 | 1 | 5 | $1,212,213 | $95,342 | $19,068iApproximate average salary by contribution assumption: employee only about $476,710 at 4% or $317,807 at 6%; with 50% employer match about $317,807 at 4% or $211,871 at 6%; with 100% employer match about $238,355 at 4% or $158,903 at 6%. |
| Dr. Wilhelmsen & Associates, P.A. Profit Sharing Plan and Trust | - | 5 | $1,212,213 | $95,342 | $19,068iApproximate average salary by contribution assumption: employee only about $476,710 at 4% or $317,807 at 6%; with 50% employer match about $317,807 at 4% or $211,871 at 6%; with 100% employer match about $238,355 at 4% or $158,903 at 6%. |
| 2012 | 1 | 5 | $1,022,843 | $93,254 | $18,651iApproximate average salary by contribution assumption: employee only about $466,270 at 4% or $310,847 at 6%; with 50% employer match about $310,847 at 4% or $207,231 at 6%; with 100% employer match about $233,135 at 4% or $155,423 at 6%. |
| Dr. Wilhelmsen & Associates, P.A. Profit Sharing Plan and Trust | - | 5 | $1,022,843 | $93,254 | $18,651iApproximate average salary by contribution assumption: employee only about $466,270 at 4% or $310,847 at 6%; with 50% employer match about $310,847 at 4% or $207,231 at 6%; with 100% employer match about $233,135 at 4% or $155,423 at 6%. |
| 2011 | 1 | 5 | $914,536 | $91,340 | $18,268iApproximate average salary by contribution assumption: employee only about $456,700 at 4% or $304,467 at 6%; with 50% employer match about $304,467 at 4% or $202,978 at 6%; with 100% employer match about $228,350 at 4% or $152,233 at 6%. |
| Dr. Wilhelmsen & Associates, P.A. Profit Sharing Plan and Trust | - | 5 | $914,536 | $91,340 | $18,268iApproximate average salary by contribution assumption: employee only about $456,700 at 4% or $304,467 at 6%; with 50% employer match about $304,467 at 4% or $202,978 at 6%; with 100% employer match about $228,350 at 4% or $152,233 at 6%. |
| 2010 | 1 | 5 | $844,877 | $84,980 | $16,996iApproximate average salary by contribution assumption: employee only about $424,900 at 4% or $283,267 at 6%; with 50% employer match about $283,267 at 4% or $188,844 at 6%; with 100% employer match about $212,450 at 4% or $141,633 at 6%. |
| Dr. Wilhelmsen & Associates, P.A. Profit Sharing Plan and Trust | - | 5 | $844,877 | $84,980 | $16,996iApproximate average salary by contribution assumption: employee only about $424,900 at 4% or $283,267 at 6%; with 50% employer match about $283,267 at 4% or $188,844 at 6%; with 100% employer match about $212,450 at 4% or $141,633 at 6%. |
| 2009 | 1 | 5 | $698,017 | $134,970 | $26,994iApproximate average salary by contribution assumption: employee only about $674,850 at 4% or $449,900 at 6%; with 50% employer match about $449,900 at 4% or $299,933 at 6%; with 100% employer match about $337,425 at 4% or $224,950 at 6%. |
| Dr. Wilhelmsen & Associates, P.A. Profit Sharing Plan and Trust | - | 5 | $698,017 | $134,970 | $26,994iApproximate average salary by contribution assumption: employee only about $674,850 at 4% or $449,900 at 6%; with 50% employer match about $449,900 at 4% or $299,933 at 6%; with 100% employer match about $337,425 at 4% or $224,950 at 6%. |
| 2008 | 1 | 5 | $454,918 | $79,762 | $15,952iApproximate average salary by contribution assumption: employee only about $398,810 at 4% or $265,873 at 6%; with 50% employer match about $265,873 at 4% or $177,249 at 6%; with 100% employer match about $199,405 at 4% or $132,937 at 6%. |
| Dr. Wilhelmsen & Associates, P.A. Profit Sharing Plan and Trust | - | 5 | $454,918 | $79,762 | $15,952iApproximate average salary by contribution assumption: employee only about $398,810 at 4% or $265,873 at 6%; with 50% employer match about $265,873 at 4% or $177,249 at 6%; with 100% employer match about $199,405 at 4% or $132,937 at 6%. |
| 2007 | 1 | 6 | $618,682 | $73,376 | $12,229iApproximate average salary by contribution assumption: employee only about $305,733 at 4% or $203,822 at 6%; with 50% employer match about $203,822 at 4% or $135,881 at 6%; with 100% employer match about $152,867 at 4% or $101,911 at 6%. |
| Dr. Wilhelmsen & Associates, P.A. Profit Sharing Plan and Trust | - | 6 | $618,682 | $73,376 | $12,229iApproximate average salary by contribution assumption: employee only about $305,733 at 4% or $203,822 at 6%; with 50% employer match about $203,822 at 4% or $135,881 at 6%; with 100% employer match about $152,867 at 4% or $101,911 at 6%. |
| 2006 | 1 | 4 | $523,184 | $45,648 | $11,412iApproximate average salary by contribution assumption: employee only about $285,300 at 4% or $190,200 at 6%; with 50% employer match about $190,200 at 4% or $126,800 at 6%; with 100% employer match about $142,650 at 4% or $95,100 at 6%. |
| Dr. Wilhelmsen & Associates, P.A. Profit Sharing Plan and Trust | - | 4 | $523,184 | $45,648 | $11,412iApproximate average salary by contribution assumption: employee only about $285,300 at 4% or $190,200 at 6%; with 50% employer match about $190,200 at 4% or $126,800 at 6%; with 100% employer match about $142,650 at 4% or $95,100 at 6%. |
| 2005 | 1 | 4 | $454,893 | $57,510 | $14,378iApproximate average salary by contribution assumption: employee only about $359,438 at 4% or $239,625 at 6%; with 50% employer match about $239,625 at 4% or $159,750 at 6%; with 100% employer match about $179,719 at 4% or $119,813 at 6%. |
| Dr. Wilhelmsen & Associates, P.A. Profit Sharing Plan and Trust | - | 4 | $454,893 | $57,510 | $14,378iApproximate average salary by contribution assumption: employee only about $359,438 at 4% or $239,625 at 6%; with 50% employer match about $239,625 at 4% or $159,750 at 6%; with 100% employer match about $179,719 at 4% or $119,813 at 6%. |
| 2004 | 1 | 6 | $1,791,451 | $49,560 | $8,260iApproximate average salary by contribution assumption: employee only about $206,500 at 4% or $137,667 at 6%; with 50% employer match about $137,667 at 4% or $91,778 at 6%; with 100% employer match about $103,250 at 4% or $68,833 at 6%. |
| Dr. Wilhelmsen & Associates, P.A. Profit Sharing Plan and Trust | - | 6 | $1,791,451 | $49,560 | $8,260iApproximate average salary by contribution assumption: employee only about $206,500 at 4% or $137,667 at 6%; with 50% employer match about $137,667 at 4% or $91,778 at 6%; with 100% employer match about $103,250 at 4% or $68,833 at 6%. |
| 2003 | 1 | 5 | $1,582,518 | $55,000 | $11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%. |
| Dr. Wilhelmsen & Associates, P.A. Profit Sharing Plan and Trust | - | 5 | $1,582,518 | $55,000 | $11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%. |
| 2002 | 2 | 7 | $1,300,625 | $52,765 | $7,538iApproximate average salary by contribution assumption: employee only about $188,446 at 4% or $125,631 at 6%; with 50% employer match about $125,631 at 4% or $83,754 at 6%; with 100% employer match about $94,223 at 4% or $62,815 at 6%. |
| Dr. Wilhelmsen & Associates, P.A. Profit Sharing Plan and Trust | - | 7 | $1,300,625 | $52,765 | $7,538iApproximate average salary by contribution assumption: employee only about $188,446 at 4% or $125,631 at 6%; with 50% employer match about $125,631 at 4% or $83,754 at 6%; with 100% employer match about $94,223 at 4% or $62,815 at 6%. |
| Dr. Wilhelmsen & Associates, P.A. Money Purchase Pension Plan and Trust | - | 0 | - | - | - |
| 2001 | 2 | 6 | $11,969 | $11,969 | $1,995iApproximate average salary by contribution assumption: employee only about $49,871 at 4% or $33,247 at 6%; with 50% employer match about $33,247 at 4% or $22,165 at 6%; with 100% employer match about $24,935 at 4% or $16,624 at 6%. |
| Dr. Wilhelmsen & Associates, P.A. Money Purchase Pension Plan and Trust | - | 5 | $11,969 | $11,969 | $2,394iApproximate average salary by contribution assumption: employee only about $59,845 at 4% or $39,897 at 6%; with 50% employer match about $39,897 at 4% or $26,598 at 6%; with 100% employer match about $29,923 at 4% or $19,948 at 6%. |
| Dr. Wilhelmsen & Associates, P.A. Profit Sharing Plan and Trust | - | 6 | - | - | - |
| 2000 | 1 | 6 | $1,243,083 | $38,579 | $6,430iApproximate average salary by contribution assumption: employee only about $160,746 at 4% or $107,164 at 6%; with 50% employer match about $107,164 at 4% or $71,443 at 6%; with 100% employer match about $80,373 at 4% or $53,582 at 6%. |
| Dr. Wilhelmsen & Associates, P.A. Profit Sharing Plan and Trust | - | 6 | $1,243,083 | $38,579 | $6,430iApproximate average salary by contribution assumption: employee only about $160,746 at 4% or $107,164 at 6%; with 50% employer match about $107,164 at 4% or $71,443 at 6%; with 100% employer match about $80,373 at 4% or $53,582 at 6%. |
| 1999 | 1 | 7 | $3,431,758 | $39,000 | $5,571iApproximate average salary by contribution assumption: employee only about $139,286 at 4% or $92,857 at 6%; with 50% employer match about $92,857 at 4% or $61,905 at 6%; with 100% employer match about $69,643 at 4% or $46,429 at 6%. |
| Dr. Wilhelmsen & Associates, P.A. Profit Sharing Plan and Trust | - | 7 | $3,431,758 | $39,000 | $5,571iApproximate average salary by contribution assumption: employee only about $139,286 at 4% or $92,857 at 6%; with 50% employer match about $92,857 at 4% or $61,905 at 6%; with 100% employer match about $69,643 at 4% or $46,429 at 6%. |