Civic Intelligence

Wiener Financial Management

Plan context: Wiener Financial Management 401(K) Profit Sharing Plan

EIN 52-1680032 • Potomac, MD • 14 filings • 2 plans

12276 Greenleaf AvenuePotomac, MD 20854
Current Snapshot

Latest Year

2023

2023 Participants

2

2023 Assets

$1,650,334

2023 Contributions

$78,500

Historical Graphs

Total Assets Over Time

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

$1,798,194$899,097$0201020162022YearValue
$1,650,334Latest year 2022

Participants Over Time

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

210201020162022YearValue
2Latest year 2022

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
202310$0$0-
Wiener Financial Management 401(K) Profit Sharing Plan-0---
202212$1,650,334$78,500$39,250iApproximate average salary by contribution assumption: employee only about $981,250 at 4% or $654,167 at 6%; with 50% employer match about $654,167 at 4% or $436,111 at 6%; with 100% employer match about $490,625 at 4% or $327,083 at 6%.
Wiener Financial Management 401(K) Profit Sharing Plan-2$1,650,334$78,500$39,250iApproximate average salary by contribution assumption: employee only about $981,250 at 4% or $654,167 at 6%; with 50% employer match about $654,167 at 4% or $436,111 at 6%; with 100% employer match about $490,625 at 4% or $327,083 at 6%.
202112$1,798,194$75,500$37,750iApproximate average salary by contribution assumption: employee only about $943,750 at 4% or $629,167 at 6%; with 50% employer match about $629,167 at 4% or $419,444 at 6%; with 100% employer match about $471,875 at 4% or $314,583 at 6%.
Wiener Financial Management 401(K) Profit Sharing Plan-2$1,798,194$75,500$37,750iApproximate average salary by contribution assumption: employee only about $943,750 at 4% or $629,167 at 6%; with 50% employer match about $629,167 at 4% or $419,444 at 6%; with 100% employer match about $471,875 at 4% or $314,583 at 6%.
202012$1,557,125$73,400$36,700iApproximate average salary by contribution assumption: employee only about $917,500 at 4% or $611,667 at 6%; with 50% employer match about $611,667 at 4% or $407,778 at 6%; with 100% employer match about $458,750 at 4% or $305,833 at 6%.
Wiener Financial Management 401(K) Profit Sharing Plan-2$1,557,125$73,400$36,700iApproximate average salary by contribution assumption: employee only about $917,500 at 4% or $611,667 at 6%; with 50% employer match about $611,667 at 4% or $407,778 at 6%; with 100% employer match about $458,750 at 4% or $305,833 at 6%.
201912$1,329,543$71,800$35,900iApproximate average salary by contribution assumption: employee only about $897,500 at 4% or $598,333 at 6%; with 50% employer match about $598,333 at 4% or $398,889 at 6%; with 100% employer match about $448,750 at 4% or $299,167 at 6%.
Wiener Financial Management 401(K) Profit Sharing Plan-2$1,329,543$71,800$35,900iApproximate average salary by contribution assumption: employee only about $897,500 at 4% or $598,333 at 6%; with 50% employer match about $598,333 at 4% or $398,889 at 6%; with 100% employer match about $448,750 at 4% or $299,167 at 6%.
201812$1,066,551$70,841$35,421iApproximate average salary by contribution assumption: employee only about $885,513 at 4% or $590,342 at 6%; with 50% employer match about $590,342 at 4% or $393,561 at 6%; with 100% employer match about $442,756 at 4% or $295,171 at 6%.
Wiener Financial Management 401(K) Profit Sharing Plan-2$1,066,551$70,841$35,421iApproximate average salary by contribution assumption: employee only about $885,513 at 4% or $590,342 at 6%; with 50% employer match about $590,342 at 4% or $393,561 at 6%; with 100% employer match about $442,756 at 4% or $295,171 at 6%.
201712$1,179,845$69,920$34,960iApproximate average salary by contribution assumption: employee only about $874,000 at 4% or $582,667 at 6%; with 50% employer match about $582,667 at 4% or $388,444 at 6%; with 100% employer match about $437,000 at 4% or $291,333 at 6%.
Wiener Financial Management 401(K) Profit Sharing Plan-2$1,179,845$69,920$34,960iApproximate average salary by contribution assumption: employee only about $874,000 at 4% or $582,667 at 6%; with 50% employer match about $582,667 at 4% or $388,444 at 6%; with 100% employer match about $437,000 at 4% or $291,333 at 6%.
201612$968,938$67,603$33,802iApproximate average salary by contribution assumption: employee only about $845,038 at 4% or $563,358 at 6%; with 50% employer match about $563,358 at 4% or $375,572 at 6%; with 100% employer match about $422,519 at 4% or $281,679 at 6%.
Wiener Financial Management 401(K) Profit Sharing Plan-2$968,938$67,603$33,802iApproximate average salary by contribution assumption: employee only about $845,038 at 4% or $563,358 at 6%; with 50% employer match about $563,358 at 4% or $375,572 at 6%; with 100% employer match about $422,519 at 4% or $281,679 at 6%.
201512$790,970$37,465$18,733iApproximate average salary by contribution assumption: employee only about $468,313 at 4% or $312,208 at 6%; with 50% employer match about $312,208 at 4% or $208,139 at 6%; with 100% employer match about $234,156 at 4% or $156,104 at 6%.
Wiener Financial Management 401(K) Profit Sharing Plan-2$790,970$37,465$18,733iApproximate average salary by contribution assumption: employee only about $468,313 at 4% or $312,208 at 6%; with 50% employer match about $312,208 at 4% or $208,139 at 6%; with 100% employer match about $234,156 at 4% or $156,104 at 6%.
201412$716,899$34,501$17,251iApproximate average salary by contribution assumption: employee only about $431,263 at 4% or $287,508 at 6%; with 50% employer match about $287,508 at 4% or $191,672 at 6%; with 100% employer match about $215,631 at 4% or $143,754 at 6%.
Wiener Financial Management 401(K) Profit Sharing Plan-2$716,899$34,501$17,251iApproximate average salary by contribution assumption: employee only about $431,263 at 4% or $287,508 at 6%; with 50% employer match about $287,508 at 4% or $191,672 at 6%; with 100% employer match about $215,631 at 4% or $143,754 at 6%.
201312$643,374$33,708$16,854iApproximate average salary by contribution assumption: employee only about $421,350 at 4% or $280,900 at 6%; with 50% employer match about $280,900 at 4% or $187,267 at 6%; with 100% employer match about $210,675 at 4% or $140,450 at 6%.
Wiener Financial Management 401(K) Profit Sharing Plan-2$643,374$33,708$16,854iApproximate average salary by contribution assumption: employee only about $421,350 at 4% or $280,900 at 6%; with 50% employer match about $280,900 at 4% or $187,267 at 6%; with 100% employer match about $210,675 at 4% or $140,450 at 6%.
201212$514,296$32,688$16,344iApproximate average salary by contribution assumption: employee only about $408,600 at 4% or $272,400 at 6%; with 50% employer match about $272,400 at 4% or $181,600 at 6%; with 100% employer match about $204,300 at 4% or $136,200 at 6%.
Wiener Financial Management 401(K) Profit Sharing Plan-2$514,296$32,688$16,344iApproximate average salary by contribution assumption: employee only about $408,600 at 4% or $272,400 at 6%; with 50% employer match about $272,400 at 4% or $181,600 at 6%; with 100% employer match about $204,300 at 4% or $136,200 at 6%.
201112$392,238$31,593$15,797iApproximate average salary by contribution assumption: employee only about $394,913 at 4% or $263,275 at 6%; with 50% employer match about $263,275 at 4% or $175,517 at 6%; with 100% employer match about $197,456 at 4% or $131,638 at 6%.
Wiener Financial Management 401(K) Profit Sharing Plan-2$392,238$31,593$15,797iApproximate average salary by contribution assumption: employee only about $394,913 at 4% or $263,275 at 6%; with 50% employer match about $263,275 at 4% or $175,517 at 6%; with 100% employer match about $197,456 at 4% or $131,638 at 6%.
201012$365,399$338,497$169,249iApproximate average salary by contribution assumption: employee only about $4,231,213 at 4% or $2,820,808 at 6%; with 50% employer match about $2,820,808 at 4% or $1,880,539 at 6%; with 100% employer match about $2,115,606 at 4% or $1,410,404 at 6%.
Wiener Financial Management 401(K) Profit Sharing Plan-2$365,399$338,497$169,249iApproximate average salary by contribution assumption: employee only about $4,231,213 at 4% or $2,820,808 at 6%; with 50% employer match about $2,820,808 at 4% or $1,880,539 at 6%; with 100% employer match about $2,115,606 at 4% or $1,410,404 at 6%.