Civic Intelligence

Weinberg & Jacobs

Plan context: Weinberg & Jacobs 401K Plan and Trust

EIN 52-1553557 • Bethesda, MD • 25 filings • 6 plans

10411 Motor City Dr Ste 500Bethesda, MD 20817-1005
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$568,181

2024 Contributions

$3,100

Historical Graphs

Total Assets Over Time

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

$1,434,549$717,275$0199920122024YearValue
$568,181Latest year 2024

Participants Over Time

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

1260199920122024YearValue
2Latest 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
202412$568,181$0-
Weinberg & Jacobs 401K Plan and Trust-2$568,181$0-
202314$492,531$0-
Weinberg & Jacobs 401K Plan and Trust-4$492,531$0-
202212$415,653$0-
Weinberg & Jacobs 401K Plan and Trust-2$415,653$0-
202113$1,038,906$0-
Weinberg & Jacobs 401K Plan and Trust-3$1,038,906$0-
202014$972,678$0-
Weinberg & Jacobs 401K Plan and Trust-4$972,678$0-
201911$898,600$0-
Weinberg & Jacobs 401K Plan and Trust-1$898,600$0-
201813$816,597$0-
Weinberg & Jacobs 401K Plan and Trust-3$816,597$0-
201714$858,031$0-
Weinberg & Jacobs 401K Plan and Trust-4$858,031$0-
201615$813,277$3,100$620iApproximate average salary by contribution assumption: employee only about $15,500 at 4% or $10,333 at 6%; with 50% employer match about $10,333 at 4% or $6,889 at 6%; with 100% employer match about $7,750 at 4% or $5,167 at 6%.
Weinberg & Jacobs 401K Plan and Trust-5$813,277$3,100$620iApproximate average salary by contribution assumption: employee only about $15,500 at 4% or $10,333 at 6%; with 50% employer match about $10,333 at 4% or $6,889 at 6%; with 100% employer match about $7,750 at 4% or $5,167 at 6%.
201513$775,683$8,750$2,917iApproximate average salary by contribution assumption: employee only about $72,917 at 4% or $48,611 at 6%; with 50% employer match about $48,611 at 4% or $32,407 at 6%; with 100% employer match about $36,458 at 4% or $24,306 at 6%.
Weinberg & Jacobs 401K Plan and Trust-3$775,683$8,750$2,917iApproximate average salary by contribution assumption: employee only about $72,917 at 4% or $48,611 at 6%; with 50% employer match about $48,611 at 4% or $32,407 at 6%; with 100% employer match about $36,458 at 4% or $24,306 at 6%.
201414$764,252$21,083$5,271iApproximate average salary by contribution assumption: employee only about $131,769 at 4% or $87,846 at 6%; with 50% employer match about $87,846 at 4% or $58,564 at 6%; with 100% employer match about $65,884 at 4% or $43,923 at 6%.
Weinberg & Jacobs 401K Plan and Trust-4$764,252$21,083$5,271iApproximate average salary by contribution assumption: employee only about $131,769 at 4% or $87,846 at 6%; with 50% employer match about $87,846 at 4% or $58,564 at 6%; with 100% employer match about $65,884 at 4% or $43,923 at 6%.
201313$1,434,549$37,783$12,594iApproximate average salary by contribution assumption: employee only about $314,858 at 4% or $209,906 at 6%; with 50% employer match about $209,906 at 4% or $139,937 at 6%; with 100% employer match about $157,429 at 4% or $104,953 at 6%.
Weinberg & Jacobs 401K Plan and Trust-3$1,434,549$37,783$12,594iApproximate average salary by contribution assumption: employee only about $314,858 at 4% or $209,906 at 6%; with 50% employer match about $209,906 at 4% or $139,937 at 6%; with 100% employer match about $157,429 at 4% or $104,953 at 6%.
201213$1,173,237$57,917$19,306iApproximate average salary by contribution assumption: employee only about $482,642 at 4% or $321,761 at 6%; with 50% employer match about $321,761 at 4% or $214,507 at 6%; with 100% employer match about $241,321 at 4% or $160,881 at 6%.
Weinberg & Jacobs 401K Plan and Trust-3$1,173,237$57,917$19,306iApproximate average salary by contribution assumption: employee only about $482,642 at 4% or $321,761 at 6%; with 50% employer match about $321,761 at 4% or $214,507 at 6%; with 100% employer match about $241,321 at 4% or $160,881 at 6%.
201113$1,007,658$99,734$33,245iApproximate average salary by contribution assumption: employee only about $831,117 at 4% or $554,078 at 6%; with 50% employer match about $554,078 at 4% or $369,385 at 6%; with 100% employer match about $415,558 at 4% or $277,039 at 6%.
Weinberg & Jacobs 401K Plan and Trust-3$1,007,658$99,734$33,245iApproximate average salary by contribution assumption: employee only about $831,117 at 4% or $554,078 at 6%; with 50% employer match about $554,078 at 4% or $369,385 at 6%; with 100% employer match about $415,558 at 4% or $277,039 at 6%.
201013$917,637$60,500$20,167iApproximate average salary by contribution assumption: employee only about $504,167 at 4% or $336,111 at 6%; with 50% employer match about $336,111 at 4% or $224,074 at 6%; with 100% employer match about $252,083 at 4% or $168,056 at 6%.
Weinberg & Jacobs 401K Plan and Trust-3$917,637$60,500$20,167iApproximate average salary by contribution assumption: employee only about $504,167 at 4% or $336,111 at 6%; with 50% employer match about $336,111 at 4% or $224,074 at 6%; with 100% employer match about $252,083 at 4% or $168,056 at 6%.
200913$758,536$124,897$41,632iApproximate average salary by contribution assumption: employee only about $1,040,808 at 4% or $693,872 at 6%; with 50% employer match about $693,872 at 4% or $462,581 at 6%; with 100% employer match about $520,404 at 4% or $346,936 at 6%.
Weinberg & Jacobs 401K Plan and Trust-3$758,536$124,897$41,632iApproximate average salary by contribution assumption: employee only about $1,040,808 at 4% or $693,872 at 6%; with 50% employer match about $693,872 at 4% or $462,581 at 6%; with 100% employer match about $520,404 at 4% or $346,936 at 6%.
200813$508,802$115,048$38,349iApproximate average salary by contribution assumption: employee only about $958,733 at 4% or $639,156 at 6%; with 50% employer match about $639,156 at 4% or $426,104 at 6%; with 100% employer match about $479,367 at 4% or $319,578 at 6%.
Weinberg & Jacobs 401K Plan and Trust-3$508,802$115,048$38,349iApproximate average salary by contribution assumption: employee only about $958,733 at 4% or $639,156 at 6%; with 50% employer match about $639,156 at 4% or $426,104 at 6%; with 100% employer match about $479,367 at 4% or $319,578 at 6%.
200714$594,956$112,657$28,164iApproximate average salary by contribution assumption: employee only about $704,106 at 4% or $469,404 at 6%; with 50% employer match about $469,404 at 4% or $312,936 at 6%; with 100% employer match about $352,053 at 4% or $234,702 at 6%.
Weinberg & Jacobs 401K Plan and Trust-4$594,956$112,657$28,164iApproximate average salary by contribution assumption: employee only about $704,106 at 4% or $469,404 at 6%; with 50% employer match about $469,404 at 4% or $312,936 at 6%; with 100% employer match about $352,053 at 4% or $234,702 at 6%.
2005110$363,682$79,528$7,953iApproximate average salary by contribution assumption: employee only about $198,820 at 4% or $132,547 at 6%; with 50% employer match about $132,547 at 4% or $88,364 at 6%; with 100% employer match about $99,410 at 4% or $66,273 at 6%.
Weinberg & Jacobs 401K Plan and Trust-10$363,682$79,528$7,953iApproximate average salary by contribution assumption: employee only about $198,820 at 4% or $132,547 at 6%; with 50% employer match about $132,547 at 4% or $88,364 at 6%; with 100% employer match about $99,410 at 4% or $66,273 at 6%.
2004112$257,718$43,253$3,604iApproximate average salary by contribution assumption: employee only about $90,110 at 4% or $60,074 at 6%; with 50% employer match about $60,074 at 4% or $40,049 at 6%; with 100% employer match about $45,055 at 4% or $30,037 at 6%.
Weinberg & Jacobs 401K Plan and Trust-12$257,718$43,253$3,604iApproximate average salary by contribution assumption: employee only about $90,110 at 4% or $60,074 at 6%; with 50% employer match about $60,074 at 4% or $40,049 at 6%; with 100% employer match about $45,055 at 4% or $30,037 at 6%.
200318$187,308$39,020$4,878iApproximate average salary by contribution assumption: employee only about $121,938 at 4% or $81,292 at 6%; with 50% employer match about $81,292 at 4% or $54,194 at 6%; with 100% employer match about $60,969 at 4% or $40,646 at 6%.
Weinberg & Jacobs 401K Plan and Trust-8$187,308$39,020$4,878iApproximate average salary by contribution assumption: employee only about $121,938 at 4% or $81,292 at 6%; with 50% employer match about $81,292 at 4% or $54,194 at 6%; with 100% employer match about $60,969 at 4% or $40,646 at 6%.
200217$112,348$34,496$4,928iApproximate average salary by contribution assumption: employee only about $123,200 at 4% or $82,133 at 6%; with 50% employer match about $82,133 at 4% or $54,756 at 6%; with 100% employer match about $61,600 at 4% or $41,067 at 6%.
Weinberg & Jacobs 401K Plan and Trust-7$112,348$34,496$4,928iApproximate average salary by contribution assumption: employee only about $123,200 at 4% or $82,133 at 6%; with 50% employer match about $82,133 at 4% or $54,756 at 6%; with 100% employer match about $61,600 at 4% or $41,067 at 6%.
200115$114,967$28,773$5,755iApproximate average salary by contribution assumption: employee only about $143,865 at 4% or $95,910 at 6%; with 50% employer match about $95,910 at 4% or $63,940 at 6%; with 100% employer match about $71,933 at 4% or $47,955 at 6%.
Weinberg & Jacobs 401K Plan and Trust-5$114,967$28,773$5,755iApproximate average salary by contribution assumption: employee only about $143,865 at 4% or $95,910 at 6%; with 50% employer match about $95,910 at 4% or $63,940 at 6%; with 100% employer match about $71,933 at 4% or $47,955 at 6%.
200016$117,373$26,560$4,427iApproximate average salary by contribution assumption: employee only about $110,667 at 4% or $73,778 at 6%; with 50% employer match about $73,778 at 4% or $49,185 at 6%; with 100% employer match about $55,333 at 4% or $36,889 at 6%.
Weinberg & Jacobs 401K Plan and Trust-6$117,373$26,560$4,427iApproximate average salary by contribution assumption: employee only about $110,667 at 4% or $73,778 at 6%; with 50% employer match about $73,778 at 4% or $49,185 at 6%; with 100% employer match about $55,333 at 4% or $36,889 at 6%.
199918$179,033$26,310$3,289iApproximate average salary by contribution assumption: employee only about $82,219 at 4% or $54,813 at 6%; with 50% employer match about $54,813 at 4% or $36,542 at 6%; with 100% employer match about $41,109 at 4% or $27,406 at 6%.
Weinberg & Jacobs 401K Plan and Trust-8$179,033$26,310$3,289iApproximate average salary by contribution assumption: employee only about $82,219 at 4% or $54,813 at 6%; with 50% employer match about $54,813 at 4% or $36,542 at 6%; with 100% employer match about $41,109 at 4% or $27,406 at 6%.