Civic Intelligence

Wharton, Levin, Ehrmantraut, Klien

Plan context: Wharton, Levin, Ehrmantraut, Klien & Nash, P.A. Profit Sharing Plan

EIN 52-1746578 • Annapolis, MD • 26 filings • 4 plans

104 West StreetAnnapolis, MD 21401
Current Snapshot

Latest Year

2024

2024 Participants

32

2024 Assets

$12,858,217

2024 Contributions

$502,037

Historical Graphs

Total Assets Over Time

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

$16,040,582$8,020,291$0199920122024YearValue
$12,858,217Latest year 2024

Participants Over Time

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

58290199920122024YearValue
32Latest 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
2024132$12,858,217$502,037$15,689iApproximate average salary by contribution assumption: employee only about $392,216 at 4% or $261,478 at 6%; with 50% employer match about $261,478 at 4% or $174,318 at 6%; with 100% employer match about $196,108 at 4% or $130,739 at 6%.
Wharton, Levin, Ehrmantraut, Klien & Nash, P.A. Profit Sharing Plan-32$12,858,217$502,037$15,689iApproximate average salary by contribution assumption: employee only about $392,216 at 4% or $261,478 at 6%; with 50% employer match about $261,478 at 4% or $174,318 at 6%; with 100% employer match about $196,108 at 4% or $130,739 at 6%.
2023142$13,774,405$614,833$14,639iApproximate average salary by contribution assumption: employee only about $365,972 at 4% or $243,981 at 6%; with 50% employer match about $243,981 at 4% or $162,654 at 6%; with 100% employer match about $182,986 at 4% or $121,991 at 6%.
Wharton, Levin, Ehrmantraut, Klien & Nash, P.A. Profit Sharing Plan-42$13,774,405$614,833$14,639iApproximate average salary by contribution assumption: employee only about $365,972 at 4% or $243,981 at 6%; with 50% employer match about $243,981 at 4% or $162,654 at 6%; with 100% employer match about $182,986 at 4% or $121,991 at 6%.
2022144$13,260,706$712,820$16,200iApproximate average salary by contribution assumption: employee only about $405,011 at 4% or $270,008 at 6%; with 50% employer match about $270,008 at 4% or $180,005 at 6%; with 100% employer match about $202,506 at 4% or $135,004 at 6%.
Wharton, Levin, Ehrmantraut, Klien & Nash, P.A. Profit Sharing Plan-44$13,260,706$712,820$16,200iApproximate average salary by contribution assumption: employee only about $405,011 at 4% or $270,008 at 6%; with 50% employer match about $270,008 at 4% or $180,005 at 6%; with 100% employer match about $202,506 at 4% or $135,004 at 6%.
2021143$16,040,582$643,290$14,960iApproximate average salary by contribution assumption: employee only about $374,006 at 4% or $249,337 at 6%; with 50% employer match about $249,337 at 4% or $166,225 at 6%; with 100% employer match about $187,003 at 4% or $124,669 at 6%.
Wharton, Levin, Ehrmantraut, Klien & Nash, P.A. Profit Sharing Plan-43$16,040,582$643,290$14,960iApproximate average salary by contribution assumption: employee only about $374,006 at 4% or $249,337 at 6%; with 50% employer match about $249,337 at 4% or $166,225 at 6%; with 100% employer match about $187,003 at 4% or $124,669 at 6%.
2020147$15,781,194$973,871$20,721iApproximate average salary by contribution assumption: employee only about $518,016 at 4% or $345,344 at 6%; with 50% employer match about $345,344 at 4% or $230,230 at 6%; with 100% employer match about $259,008 at 4% or $172,672 at 6%.
Wharton, Levin, Ehrmantraut, Klien & Nash, P.A. Profit Sharing Plan-47$15,781,194$973,871$20,721iApproximate average salary by contribution assumption: employee only about $518,016 at 4% or $345,344 at 6%; with 50% employer match about $345,344 at 4% or $230,230 at 6%; with 100% employer match about $259,008 at 4% or $172,672 at 6%.
2019151$13,346,541$572,758$11,231iApproximate average salary by contribution assumption: employee only about $280,764 at 4% or $187,176 at 6%; with 50% employer match about $187,176 at 4% or $124,784 at 6%; with 100% employer match about $140,382 at 4% or $93,588 at 6%.
Wharton, Levin, Ehrmantraut, Klien & Nash, P.A. Profit Sharing Plan-51$13,346,541$572,758$11,231iApproximate average salary by contribution assumption: employee only about $280,764 at 4% or $187,176 at 6%; with 50% employer match about $187,176 at 4% or $124,784 at 6%; with 100% employer match about $140,382 at 4% or $93,588 at 6%.
2018149$10,474,075$545,271$11,128iApproximate average salary by contribution assumption: employee only about $278,199 at 4% or $185,466 at 6%; with 50% employer match about $185,466 at 4% or $123,644 at 6%; with 100% employer match about $139,100 at 4% or $92,733 at 6%.
Wharton, Levin, Ehrmantraut, Klien & Nash, P.A. Profit Sharing Plan-49$10,474,075$545,271$11,128iApproximate average salary by contribution assumption: employee only about $278,199 at 4% or $185,466 at 6%; with 50% employer match about $185,466 at 4% or $123,644 at 6%; with 100% employer match about $139,100 at 4% or $92,733 at 6%.
2017147$10,913,921$511,816$10,890iApproximate average salary by contribution assumption: employee only about $272,243 at 4% or $181,495 at 6%; with 50% employer match about $181,495 at 4% or $120,997 at 6%; with 100% employer match about $136,121 at 4% or $90,748 at 6%.
Wharton, Levin, Ehrmantraut, Klien & Nash, P.A. Profit Sharing Plan-47$10,913,921$511,816$10,890iApproximate average salary by contribution assumption: employee only about $272,243 at 4% or $181,495 at 6%; with 50% employer match about $181,495 at 4% or $120,997 at 6%; with 100% employer match about $136,121 at 4% or $90,748 at 6%.
2016148$10,717,316$495,280$10,318iApproximate average salary by contribution assumption: employee only about $257,958 at 4% or $171,972 at 6%; with 50% employer match about $171,972 at 4% or $114,648 at 6%; with 100% employer match about $128,979 at 4% or $85,986 at 6%.
Wharton, Levin, Ehrmantraut, Klien & Nash, P.A. Profit Sharing Plan-48$10,717,316$495,280$10,318iApproximate average salary by contribution assumption: employee only about $257,958 at 4% or $171,972 at 6%; with 50% employer match about $171,972 at 4% or $114,648 at 6%; with 100% employer match about $128,979 at 4% or $85,986 at 6%.
2015147$9,627,269$535,233$11,388iApproximate average salary by contribution assumption: employee only about $284,698 at 4% or $189,799 at 6%; with 50% employer match about $189,799 at 4% or $126,533 at 6%; with 100% employer match about $142,349 at 4% or $94,899 at 6%.
Wharton, Levin, Ehrmantraut, Klien & Nash, P.A. Profit Sharing Plan-47$9,627,269$535,233$11,388iApproximate average salary by contribution assumption: employee only about $284,698 at 4% or $189,799 at 6%; with 50% employer match about $189,799 at 4% or $126,533 at 6%; with 100% employer match about $142,349 at 4% or $94,899 at 6%.
2014155$10,979,037$543,148$9,875iApproximate average salary by contribution assumption: employee only about $246,885 at 4% or $164,590 at 6%; with 50% employer match about $164,590 at 4% or $109,727 at 6%; with 100% employer match about $123,443 at 4% or $82,295 at 6%.
Wharton, Levin, Ehrmantraut, Klien & Nash, P.A. Profit Sharing Plan-55$10,979,037$543,148$9,875iApproximate average salary by contribution assumption: employee only about $246,885 at 4% or $164,590 at 6%; with 50% employer match about $164,590 at 4% or $109,727 at 6%; with 100% employer match about $123,443 at 4% or $82,295 at 6%.
2013153$9,987,572$498,381$9,403iApproximate average salary by contribution assumption: employee only about $235,085 at 4% or $156,724 at 6%; with 50% employer match about $156,724 at 4% or $104,482 at 6%; with 100% employer match about $117,543 at 4% or $78,362 at 6%.
Wharton, Levin, Ehrmantraut, Klien & Nash, P.A. Profit Sharing Plan-53$9,987,572$498,381$9,403iApproximate average salary by contribution assumption: employee only about $235,085 at 4% or $156,724 at 6%; with 50% employer match about $156,724 at 4% or $104,482 at 6%; with 100% employer match about $117,543 at 4% or $78,362 at 6%.
2012154$8,336,362$483,981$8,963iApproximate average salary by contribution assumption: employee only about $224,065 at 4% or $149,377 at 6%; with 50% employer match about $149,377 at 4% or $99,585 at 6%; with 100% employer match about $112,033 at 4% or $74,688 at 6%.
Wharton, Levin, Ehrmantraut, Klien & Nash, P.A. Profit Sharing Plan-54$8,336,362$483,981$8,963iApproximate average salary by contribution assumption: employee only about $224,065 at 4% or $149,377 at 6%; with 50% employer match about $149,377 at 4% or $99,585 at 6%; with 100% employer match about $112,033 at 4% or $74,688 at 6%.
2011151$7,176,257$473,451$9,283iApproximate average salary by contribution assumption: employee only about $232,084 at 4% or $154,723 at 6%; with 50% employer match about $154,723 at 4% or $103,148 at 6%; with 100% employer match about $116,042 at 4% or $77,361 at 6%.
Wharton, Levin, Ehrmantraut, Klien & Nash, P.A. Profit Sharing Plan-51$7,176,257$473,451$9,283iApproximate average salary by contribution assumption: employee only about $232,084 at 4% or $154,723 at 6%; with 50% employer match about $154,723 at 4% or $103,148 at 6%; with 100% employer match about $116,042 at 4% or $77,361 at 6%.
2010148$7,281,865$431,392$8,987iApproximate average salary by contribution assumption: employee only about $224,683 at 4% or $149,789 at 6%; with 50% employer match about $149,789 at 4% or $99,859 at 6%; with 100% employer match about $112,342 at 4% or $74,894 at 6%.
Wharton, Levin, Ehrmantraut, Klien & Nash, P.A. Profit Sharing Plan-48$7,281,865$431,392$8,987iApproximate average salary by contribution assumption: employee only about $224,683 at 4% or $149,789 at 6%; with 50% employer match about $149,789 at 4% or $99,859 at 6%; with 100% employer match about $112,342 at 4% or $74,894 at 6%.
2009147$6,166,311$239,683$5,100iApproximate average salary by contribution assumption: employee only about $127,491 at 4% or $84,994 at 6%; with 50% employer match about $84,994 at 4% or $56,663 at 6%; with 100% employer match about $63,745 at 4% or $42,497 at 6%.
Wharton, Levin, Ehrmantraut, Klien & Nash, P.A. Profit Sharing Plan-47$6,166,311$239,683$5,100iApproximate average salary by contribution assumption: employee only about $127,491 at 4% or $84,994 at 6%; with 50% employer match about $84,994 at 4% or $56,663 at 6%; with 100% employer match about $63,745 at 4% or $42,497 at 6%.
2008136$5,060,896$413,623$11,490iApproximate average salary by contribution assumption: employee only about $287,238 at 4% or $191,492 at 6%; with 50% employer match about $191,492 at 4% or $127,661 at 6%; with 100% employer match about $143,619 at 4% or $95,746 at 6%.
Wharton, Levin, Ehrmantraut, Klien & Nash, P.A. Profit Sharing Plan-36$5,060,896$413,623$11,490iApproximate average salary by contribution assumption: employee only about $287,238 at 4% or $191,492 at 6%; with 50% employer match about $191,492 at 4% or $127,661 at 6%; with 100% employer match about $143,619 at 4% or $95,746 at 6%.
2007142$7,350,114$443,433$10,558iApproximate average salary by contribution assumption: employee only about $263,948 at 4% or $175,965 at 6%; with 50% employer match about $175,965 at 4% or $117,310 at 6%; with 100% employer match about $131,974 at 4% or $87,983 at 6%.
Wharton, Levin, Ehrmantraut, Klien & Nash, P.A. Profit Sharing Plan-42$7,350,114$443,433$10,558iApproximate average salary by contribution assumption: employee only about $263,948 at 4% or $175,965 at 6%; with 50% employer match about $175,965 at 4% or $117,310 at 6%; with 100% employer match about $131,974 at 4% or $87,983 at 6%.
2006138$7,066,753$889,351$23,404iApproximate average salary by contribution assumption: employee only about $585,099 at 4% or $390,066 at 6%; with 50% employer match about $390,066 at 4% or $260,044 at 6%; with 100% employer match about $292,550 at 4% or $195,033 at 6%.
Wharton, Levin, Ehrmantraut, Klien & Nash, P.A. Profit Sharing Plan-38$7,066,753$889,351$23,404iApproximate average salary by contribution assumption: employee only about $585,099 at 4% or $390,066 at 6%; with 50% employer match about $390,066 at 4% or $260,044 at 6%; with 100% employer match about $292,550 at 4% or $195,033 at 6%.
2005144$5,730,158$413,628$9,401iApproximate average salary by contribution assumption: employee only about $235,016 at 4% or $156,677 at 6%; with 50% employer match about $156,677 at 4% or $104,452 at 6%; with 100% employer match about $117,508 at 4% or $78,339 at 6%.
Wharton, Levin, Ehrmantraut, Klien & Nash, P.A. Profit Sharing Plan-44$5,730,158$413,628$9,401iApproximate average salary by contribution assumption: employee only about $235,016 at 4% or $156,677 at 6%; with 50% employer match about $156,677 at 4% or $104,452 at 6%; with 100% employer match about $117,508 at 4% or $78,339 at 6%.
2004140$5,320,832$397,307$9,933iApproximate average salary by contribution assumption: employee only about $248,317 at 4% or $165,545 at 6%; with 50% employer match about $165,545 at 4% or $110,363 at 6%; with 100% employer match about $124,158 at 4% or $82,772 at 6%.
Wharton, Levin, Ehrmantraut, Klien & Nash, P.A. Profit Sharing Plan-40$5,320,832$397,307$9,933iApproximate average salary by contribution assumption: employee only about $248,317 at 4% or $165,545 at 6%; with 50% employer match about $165,545 at 4% or $110,363 at 6%; with 100% employer match about $124,158 at 4% or $82,772 at 6%.
2003140$5,071,220$561,236$14,031iApproximate average salary by contribution assumption: employee only about $350,773 at 4% or $233,848 at 6%; with 50% employer match about $233,848 at 4% or $155,899 at 6%; with 100% employer match about $175,386 at 4% or $116,924 at 6%.
Wharton, Levin, Ehrmantraut, Klien & Nash, P.A. Profit Sharing Plan-40$5,071,220$561,236$14,031iApproximate average salary by contribution assumption: employee only about $350,773 at 4% or $233,848 at 6%; with 50% employer match about $233,848 at 4% or $155,899 at 6%; with 100% employer match about $175,386 at 4% or $116,924 at 6%.
2002142$3,544,624$533,681$12,707iApproximate average salary by contribution assumption: employee only about $317,667 at 4% or $211,778 at 6%; with 50% employer match about $211,778 at 4% or $141,185 at 6%; with 100% employer match about $158,834 at 4% or $105,889 at 6%.
Wharton, Levin, Ehrmantraut, Klien & Nash, P.A. Profit Sharing Plan-42$3,544,624$533,681$12,707iApproximate average salary by contribution assumption: employee only about $317,667 at 4% or $211,778 at 6%; with 50% employer match about $211,778 at 4% or $141,185 at 6%; with 100% employer match about $158,834 at 4% or $105,889 at 6%.
2001141$0$0-
Wharton, Levin, Ehrmantraut, Klien & Nash, P.A. Profit Sharing Plan-41---
2000139$3,423,550$320,779$8,225iApproximate average salary by contribution assumption: employee only about $205,628 at 4% or $137,085 at 6%; with 50% employer match about $137,085 at 4% or $91,390 at 6%; with 100% employer match about $102,814 at 4% or $68,543 at 6%.
Wharton, Levin, Ehrmantraut, Klien & Nash, P.A. Profit Sharing Plan-39$3,423,550$320,779$8,225iApproximate average salary by contribution assumption: employee only about $205,628 at 4% or $137,085 at 6%; with 50% employer match about $137,085 at 4% or $91,390 at 6%; with 100% employer match about $102,814 at 4% or $68,543 at 6%.
1999158$3,205,996$138,732$2,392iApproximate average salary by contribution assumption: employee only about $59,798 at 4% or $39,866 at 6%; with 50% employer match about $39,866 at 4% or $26,577 at 6%; with 100% employer match about $29,899 at 4% or $19,933 at 6%.
Wharton, Levin, Ehrmantraut, Klien & Nash, P.A. Profit Sharing Plan-58$3,205,996$138,732$2,392iApproximate average salary by contribution assumption: employee only about $59,798 at 4% or $39,866 at 6%; with 50% employer match about $39,866 at 4% or $26,577 at 6%; with 100% employer match about $29,899 at 4% or $19,933 at 6%.