Weller & Associates LLC
Plan context: Weller & Associates Inc. 401(K) P/S Plan
EIN 54-1967407 • Glen Allen, VA • 18 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
8
2025 Assets
$2,721,616
2025 Contributions
$158,418
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 8 | $2,721,616 | $158,418 | $19,802iApproximate average salary by contribution assumption: employee only about $495,056 at 4% or $330,038 at 6%; with 50% employer match about $330,038 at 4% or $220,025 at 6%; with 100% employer match about $247,528 at 4% or $165,019 at 6%. |
| Weller & Associates Inc. 401(K) P/S Plan | - | 8 | $2,721,616 | $158,418 | $19,802iApproximate average salary by contribution assumption: employee only about $495,056 at 4% or $330,038 at 6%; with 50% employer match about $330,038 at 4% or $220,025 at 6%; with 100% employer match about $247,528 at 4% or $165,019 at 6%. |
| 2024 | 1 | 10 | $2,217,748 | $142,355 | $14,236iApproximate average salary by contribution assumption: employee only about $355,888 at 4% or $237,258 at 6%; with 50% employer match about $237,258 at 4% or $158,172 at 6%; with 100% employer match about $177,944 at 4% or $118,629 at 6%. |
| Weller & Associates Inc. 401(K) P/S Plan | - | 10 | $2,217,748 | $142,355 | $14,236iApproximate average salary by contribution assumption: employee only about $355,888 at 4% or $237,258 at 6%; with 50% employer match about $237,258 at 4% or $158,172 at 6%; with 100% employer match about $177,944 at 4% or $118,629 at 6%. |
| 2023 | 1 | 10 | $1,767,271 | $157,142 | $15,714iApproximate average salary by contribution assumption: employee only about $392,855 at 4% or $261,903 at 6%; with 50% employer match about $261,903 at 4% or $174,602 at 6%; with 100% employer match about $196,428 at 4% or $130,952 at 6%. |
| Weller & Associates Inc. 401(K) P/S Plan | - | 10 | $1,767,271 | $157,142 | $15,714iApproximate average salary by contribution assumption: employee only about $392,855 at 4% or $261,903 at 6%; with 50% employer match about $261,903 at 4% or $174,602 at 6%; with 100% employer match about $196,428 at 4% or $130,952 at 6%. |
| 2022 | 1 | 9 | $1,335,972 | $140,863 | $15,651iApproximate average salary by contribution assumption: employee only about $391,286 at 4% or $260,857 at 6%; with 50% employer match about $260,857 at 4% or $173,905 at 6%; with 100% employer match about $195,643 at 4% or $130,429 at 6%. |
| Weller & Associates Inc. 401(K) P/S Plan | - | 9 | $1,335,972 | $140,863 | $15,651iApproximate average salary by contribution assumption: employee only about $391,286 at 4% or $260,857 at 6%; with 50% employer match about $260,857 at 4% or $173,905 at 6%; with 100% employer match about $195,643 at 4% or $130,429 at 6%. |
| 2021 | 1 | 9 | $1,462,351 | $133,844 | $14,872iApproximate average salary by contribution assumption: employee only about $371,789 at 4% or $247,859 at 6%; with 50% employer match about $247,859 at 4% or $165,240 at 6%; with 100% employer match about $185,894 at 4% or $123,930 at 6%. |
| Weller & Associates Inc. 401(K) P/S Plan | - | 9 | $1,462,351 | $133,844 | $14,872iApproximate average salary by contribution assumption: employee only about $371,789 at 4% or $247,859 at 6%; with 50% employer match about $247,859 at 4% or $165,240 at 6%; with 100% employer match about $185,894 at 4% or $123,930 at 6%. |
| 2020 | 1 | 9 | $1,083,107 | $110,760 | $12,307iApproximate average salary by contribution assumption: employee only about $307,667 at 4% or $205,111 at 6%; with 50% employer match about $205,111 at 4% or $136,741 at 6%; with 100% employer match about $153,833 at 4% or $102,556 at 6%. |
| Weller & Associates Inc. 401(K) P/S Plan | - | 9 | $1,083,107 | $110,760 | $12,307iApproximate average salary by contribution assumption: employee only about $307,667 at 4% or $205,111 at 6%; with 50% employer match about $205,111 at 4% or $136,741 at 6%; with 100% employer match about $153,833 at 4% or $102,556 at 6%. |
| 2019 | 1 | 10 | $1,952,298 | $134,906 | $13,491iApproximate average salary by contribution assumption: employee only about $337,265 at 4% or $224,843 at 6%; with 50% employer match about $224,843 at 4% or $149,896 at 6%; with 100% employer match about $168,633 at 4% or $112,422 at 6%. |
| Weller & Associates Inc. 401(K) P/S Plan | - | 10 | $1,952,298 | $134,906 | $13,491iApproximate average salary by contribution assumption: employee only about $337,265 at 4% or $224,843 at 6%; with 50% employer match about $224,843 at 4% or $149,896 at 6%; with 100% employer match about $168,633 at 4% or $112,422 at 6%. |
| 2018 | 1 | 10 | $1,427,279 | $131,237 | $13,124iApproximate average salary by contribution assumption: employee only about $328,093 at 4% or $218,728 at 6%; with 50% employer match about $218,728 at 4% or $145,819 at 6%; with 100% employer match about $164,046 at 4% or $109,364 at 6%. |
| Weller & Associates Inc. 401(K) P/S Plan | - | 10 | $1,427,279 | $131,237 | $13,124iApproximate average salary by contribution assumption: employee only about $328,093 at 4% or $218,728 at 6%; with 50% employer match about $218,728 at 4% or $145,819 at 6%; with 100% employer match about $164,046 at 4% or $109,364 at 6%. |
| 2017 | 1 | 9 | $1,403,919 | $121,327 | $13,481iApproximate average salary by contribution assumption: employee only about $337,019 at 4% or $224,680 at 6%; with 50% employer match about $224,680 at 4% or $149,786 at 6%; with 100% employer match about $168,510 at 4% or $112,340 at 6%. |
| Weller & Associates Inc. 401(K) P/S Plan | - | 9 | $1,403,919 | $121,327 | $13,481iApproximate average salary by contribution assumption: employee only about $337,019 at 4% or $224,680 at 6%; with 50% employer match about $224,680 at 4% or $149,786 at 6%; with 100% employer match about $168,510 at 4% or $112,340 at 6%. |
| 2016 | 1 | 9 | $1,111,393 | $83,703 | $9,300iApproximate average salary by contribution assumption: employee only about $232,508 at 4% or $155,006 at 6%; with 50% employer match about $155,006 at 4% or $103,337 at 6%; with 100% employer match about $116,254 at 4% or $77,503 at 6%. |
| Weller & Associates Inc. 401(K) P/S Plan | - | 9 | $1,111,393 | $83,703 | $9,300iApproximate average salary by contribution assumption: employee only about $232,508 at 4% or $155,006 at 6%; with 50% employer match about $155,006 at 4% or $103,337 at 6%; with 100% employer match about $116,254 at 4% or $77,503 at 6%. |
| 2015 | 1 | 10 | $962,976 | $152,139 | $15,214iApproximate average salary by contribution assumption: employee only about $380,348 at 4% or $253,565 at 6%; with 50% employer match about $253,565 at 4% or $169,043 at 6%; with 100% employer match about $190,174 at 4% or $126,783 at 6%. |
| Weller & Associates Inc. 401(K) P/S Plan | - | 10 | $962,976 | $152,139 | $15,214iApproximate average salary by contribution assumption: employee only about $380,348 at 4% or $253,565 at 6%; with 50% employer match about $253,565 at 4% or $169,043 at 6%; with 100% employer match about $190,174 at 4% or $126,783 at 6%. |
| 2014 | 1 | 8 | $806,031 | $76,696 | $9,587iApproximate average salary by contribution assumption: employee only about $239,675 at 4% or $159,783 at 6%; with 50% employer match about $159,783 at 4% or $106,522 at 6%; with 100% employer match about $119,838 at 4% or $79,892 at 6%. |
| Weller & Associates Inc. 401(K) P/S Plan | - | 8 | $806,031 | $76,696 | $9,587iApproximate average salary by contribution assumption: employee only about $239,675 at 4% or $159,783 at 6%; with 50% employer match about $159,783 at 4% or $106,522 at 6%; with 100% employer match about $119,838 at 4% or $79,892 at 6%. |
| 2013 | 1 | 7 | $698,012 | $72,656 | $10,379iApproximate average salary by contribution assumption: employee only about $259,486 at 4% or $172,990 at 6%; with 50% employer match about $172,990 at 4% or $115,327 at 6%; with 100% employer match about $129,743 at 4% or $86,495 at 6%. |
| Weller & Associates Inc. 401(K) P/S Plan | - | 7 | $698,012 | $72,656 | $10,379iApproximate average salary by contribution assumption: employee only about $259,486 at 4% or $172,990 at 6%; with 50% employer match about $172,990 at 4% or $115,327 at 6%; with 100% employer match about $129,743 at 4% or $86,495 at 6%. |
| 2012 | 1 | 7 | $491,485 | $60,954 | $8,708iApproximate average salary by contribution assumption: employee only about $217,693 at 4% or $145,129 at 6%; with 50% employer match about $145,129 at 4% or $96,752 at 6%; with 100% employer match about $108,846 at 4% or $72,564 at 6%. |
| Weller & Associates Inc. 401(K) P/S Plan | - | 7 | $491,485 | $60,954 | $8,708iApproximate average salary by contribution assumption: employee only about $217,693 at 4% or $145,129 at 6%; with 50% employer match about $145,129 at 4% or $96,752 at 6%; with 100% employer match about $108,846 at 4% or $72,564 at 6%. |
| 2011 | 1 | 5 | $442,838 | $49,378 | $9,876iApproximate average salary by contribution assumption: employee only about $246,890 at 4% or $164,593 at 6%; with 50% employer match about $164,593 at 4% or $109,729 at 6%; with 100% employer match about $123,445 at 4% or $82,297 at 6%. |
| Weller & Associates Inc. 401(K) P/S Plan | - | 5 | $442,838 | $49,378 | $9,876iApproximate average salary by contribution assumption: employee only about $246,890 at 4% or $164,593 at 6%; with 50% employer match about $164,593 at 4% or $109,729 at 6%; with 100% employer match about $123,445 at 4% or $82,297 at 6%. |
| 2010 | 1 | 5 | $406,470 | $116,585 | $23,317iApproximate average salary by contribution assumption: employee only about $582,925 at 4% or $388,617 at 6%; with 50% employer match about $388,617 at 4% or $259,078 at 6%; with 100% employer match about $291,463 at 4% or $194,308 at 6%. |
| Weller & Associates Inc. 401(K) P/S Plan | - | 5 | $406,470 | $116,585 | $23,317iApproximate average salary by contribution assumption: employee only about $582,925 at 4% or $388,617 at 6%; with 50% employer match about $388,617 at 4% or $259,078 at 6%; with 100% employer match about $291,463 at 4% or $194,308 at 6%. |
| 2009 | 1 | 4 | $249,819 | $45,306 | $11,327iApproximate average salary by contribution assumption: employee only about $283,163 at 4% or $188,775 at 6%; with 50% employer match about $188,775 at 4% or $125,850 at 6%; with 100% employer match about $141,581 at 4% or $94,388 at 6%. |
| Weller & Associates Inc. 401(K) P/S Plan | - | 4 | $249,819 | $45,306 | $11,327iApproximate average salary by contribution assumption: employee only about $283,163 at 4% or $188,775 at 6%; with 50% employer match about $188,775 at 4% or $125,850 at 6%; with 100% employer match about $141,581 at 4% or $94,388 at 6%. |
| 2008 | 1 | 3 | $153,215 | $33,221 | $11,074iApproximate average salary by contribution assumption: employee only about $276,842 at 4% or $184,561 at 6%; with 50% employer match about $184,561 at 4% or $123,041 at 6%; with 100% employer match about $138,421 at 4% or $92,281 at 6%. |
| Weller & Associates Inc. 401(K) P/S Plan | - | 3 | $153,215 | $33,221 | $11,074iApproximate average salary by contribution assumption: employee only about $276,842 at 4% or $184,561 at 6%; with 50% employer match about $184,561 at 4% or $123,041 at 6%; with 100% employer match about $138,421 at 4% or $92,281 at 6%. |