Civic Intelligence

Brian W. Wertheim PC.

Plan context: Brain W. Wertheim PC. Profit Sharing Plan

EIN 58-1564752 • Dunwoody, GA • 16 filings • 5 plans

1750 Old Springhouse Lane Suite 203Dunwoody, GA 30338
Current Snapshot

Latest Year

2014

2014 Participants

1

2014 Assets

$847,375

2014 Contributions

$12,600

Historical Graphs

Total Assets Over Time

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

$847,375$423,688$0199920082014YearValue
$847,375Latest year 2014

Participants Over Time

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

210199920072014YearValue
1Latest year 2014

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
201411$847,375$0-
Brain W. Wertheim PC. Profit Sharing Plan-1$847,375--
201312$820,800$0-
Brain W. Wertheim PC. Profit Sharing Plan-2$820,800$0-
201212$705,065$0-
Brain W. Wertheim PC. Profit Sharing Plan-2$705,065$0-
201112$642,965$12,600$6,300iApproximate average salary by contribution assumption: employee only about $157,500 at 4% or $105,000 at 6%; with 50% employer match about $105,000 at 4% or $70,000 at 6%; with 100% employer match about $78,750 at 4% or $52,500 at 6%.
Brain W. Wertheim PC. Profit Sharing Plan-2$642,965$12,600$6,300iApproximate average salary by contribution assumption: employee only about $157,500 at 4% or $105,000 at 6%; with 50% employer match about $105,000 at 4% or $70,000 at 6%; with 100% employer match about $78,750 at 4% or $52,500 at 6%.
201012$619,781$19,000$9,500iApproximate average salary by contribution assumption: employee only about $237,500 at 4% or $158,333 at 6%; with 50% employer match about $158,333 at 4% or $105,556 at 6%; with 100% employer match about $118,750 at 4% or $79,167 at 6%.
Brain W. Wertheim PC. Profit Sharing Plan-2$619,781$19,000$9,500iApproximate average salary by contribution assumption: employee only about $237,500 at 4% or $158,333 at 6%; with 50% employer match about $158,333 at 4% or $105,556 at 6%; with 100% employer match about $118,750 at 4% or $79,167 at 6%.
200912$538,984$20,820$10,410iApproximate average salary by contribution assumption: employee only about $260,250 at 4% or $173,500 at 6%; with 50% employer match about $173,500 at 4% or $115,667 at 6%; with 100% employer match about $130,125 at 4% or $86,750 at 6%.
Brain W. Wertheim PC. Profit Sharing Plan-2$538,984$20,820$10,410iApproximate average salary by contribution assumption: employee only about $260,250 at 4% or $173,500 at 6%; with 50% employer match about $173,500 at 4% or $115,667 at 6%; with 100% employer match about $130,125 at 4% or $86,750 at 6%.
200812$449,721$16,725$8,363iApproximate average salary by contribution assumption: employee only about $209,063 at 4% or $139,375 at 6%; with 50% employer match about $139,375 at 4% or $92,917 at 6%; with 100% employer match about $104,531 at 4% or $69,688 at 6%.
Brain W. Wertheim PC. Profit Sharing Plan-2$449,721$16,725$8,363iApproximate average salary by contribution assumption: employee only about $209,063 at 4% or $139,375 at 6%; with 50% employer match about $139,375 at 4% or $92,917 at 6%; with 100% employer match about $104,531 at 4% or $69,688 at 6%.
200712$0$0-
Brain W. Wertheim PC. Profit Sharing Plan-2---
200612$535,631$13,000$6,500iApproximate average salary by contribution assumption: employee only about $162,500 at 4% or $108,333 at 6%; with 50% employer match about $108,333 at 4% or $72,222 at 6%; with 100% employer match about $81,250 at 4% or $54,167 at 6%.
Brain W. Wertheim PC. Profit Sharing Plan-2$535,631$13,000$6,500iApproximate average salary by contribution assumption: employee only about $162,500 at 4% or $108,333 at 6%; with 50% employer match about $108,333 at 4% or $72,222 at 6%; with 100% employer match about $81,250 at 4% or $54,167 at 6%.
200512$449,352$10,085$5,043iApproximate average salary by contribution assumption: employee only about $126,063 at 4% or $84,042 at 6%; with 50% employer match about $84,042 at 4% or $56,028 at 6%; with 100% employer match about $63,031 at 4% or $42,021 at 6%.
Brain W. Wertheim PC. Profit Sharing Plan-2$449,352$10,085$5,043iApproximate average salary by contribution assumption: employee only about $126,063 at 4% or $84,042 at 6%; with 50% employer match about $84,042 at 4% or $56,028 at 6%; with 100% employer match about $63,031 at 4% or $42,021 at 6%.
200412$425,735$16,040$8,020iApproximate average salary by contribution assumption: employee only about $200,500 at 4% or $133,667 at 6%; with 50% employer match about $133,667 at 4% or $89,111 at 6%; with 100% employer match about $100,250 at 4% or $66,833 at 6%.
Brain W. Wertheim PC. Profit Sharing Plan-2$425,735$16,040$8,020iApproximate average salary by contribution assumption: employee only about $200,500 at 4% or $133,667 at 6%; with 50% employer match about $133,667 at 4% or $89,111 at 6%; with 100% employer match about $100,250 at 4% or $66,833 at 6%.
200312$360,098$22,795$11,398iApproximate average salary by contribution assumption: employee only about $284,938 at 4% or $189,958 at 6%; with 50% employer match about $189,958 at 4% or $126,639 at 6%; with 100% employer match about $142,469 at 4% or $94,979 at 6%.
Brain W. Wertheim PC. Profit Sharing Plan-2$360,098$22,795$11,398iApproximate average salary by contribution assumption: employee only about $284,938 at 4% or $189,958 at 6%; with 50% employer match about $189,958 at 4% or $126,639 at 6%; with 100% employer match about $142,469 at 4% or $94,979 at 6%.
200211$281,217$25,013$25,013iApproximate average salary by contribution assumption: employee only about $625,325 at 4% or $416,883 at 6%; with 50% employer match about $416,883 at 4% or $277,922 at 6%; with 100% employer match about $312,663 at 4% or $208,442 at 6%.
Brain W. Wertheim PC. Profit Sharing Plan-1$281,217$25,013$25,013iApproximate average salary by contribution assumption: employee only about $625,325 at 4% or $416,883 at 6%; with 50% employer match about $416,883 at 4% or $277,922 at 6%; with 100% employer match about $312,663 at 4% or $208,442 at 6%.
200112$0$0-
Brain W. Wertheim PC. Profit Sharing Plan-2---
200011$248,217$16,801$16,801iApproximate average salary by contribution assumption: employee only about $420,025 at 4% or $280,017 at 6%; with 50% employer match about $280,017 at 4% or $186,678 at 6%; with 100% employer match about $210,013 at 4% or $140,008 at 6%.
Brain W. Wertheim PC. Profit Sharing Plan-1$248,217$16,801$16,801iApproximate average salary by contribution assumption: employee only about $420,025 at 4% or $280,017 at 6%; with 50% employer match about $280,017 at 4% or $186,678 at 6%; with 100% employer match about $210,013 at 4% or $140,008 at 6%.
199912$240,639$20,500$10,250iApproximate average salary by contribution assumption: employee only about $256,250 at 4% or $170,833 at 6%; with 50% employer match about $170,833 at 4% or $113,889 at 6%; with 100% employer match about $128,125 at 4% or $85,417 at 6%.
Brain W. Wertheim PC. Profit Sharing Plan-2$240,639$20,500$10,250iApproximate average salary by contribution assumption: employee only about $256,250 at 4% or $170,833 at 6%; with 50% employer match about $170,833 at 4% or $113,889 at 6%; with 100% employer match about $128,125 at 4% or $85,417 at 6%.