Civic Intelligence

Wolpert & Associates, P.A.

Plan context: Wolpert & Associates, P.A. 401(K) Plan

EIN 59-2488616 • Coral Gables, FL • 24 filings • 5 plans

201 Alhambra CircleSuite 701Coral Gables, FL 33134
Current Snapshot

Latest Year

2017

2017 Participants

7

2017 Assets

$68

2017 Contributions

$18,137

Historical Graphs

Total Assets Over Time

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

$2,030,245$1,015,123$0200320112017YearValue
$68Latest year 2017

Participants Over Time

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

740200320102017YearValue
7Latest year 2017

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
201727$68$18,137$2,591iApproximate average salary by contribution assumption: employee only about $64,775 at 4% or $43,183 at 6%; with 50% employer match about $43,183 at 4% or $28,789 at 6%; with 100% employer match about $32,388 at 4% or $21,592 at 6%.
Wolpert & Associates, P.A. 401(K) Plan-7$68$18,137$2,591iApproximate average salary by contribution assumption: employee only about $64,775 at 4% or $43,183 at 6%; with 50% employer match about $43,183 at 4% or $28,789 at 6%; with 100% employer match about $32,388 at 4% or $21,592 at 6%.
Wolpert & Associates, P.A. 401(K) Plan-0$0$0-
201617$1,435,414$56,540$8,077iApproximate average salary by contribution assumption: employee only about $201,929 at 4% or $134,619 at 6%; with 50% employer match about $134,619 at 4% or $89,746 at 6%; with 100% employer match about $100,964 at 4% or $67,310 at 6%.
Wolpert & Associates, P.A. 401(K) Plan-7$1,435,414$56,540$8,077iApproximate average salary by contribution assumption: employee only about $201,929 at 4% or $134,619 at 6%; with 50% employer match about $134,619 at 4% or $89,746 at 6%; with 100% employer match about $100,964 at 4% or $67,310 at 6%.
201517$1,258,068$143,816$20,545iApproximate average salary by contribution assumption: employee only about $513,629 at 4% or $342,419 at 6%; with 50% employer match about $342,419 at 4% or $228,279 at 6%; with 100% employer match about $256,814 at 4% or $171,210 at 6%.
Wolpert & Associates, P.A. 401(K) Plan-7$1,258,068$143,816$20,545iApproximate average salary by contribution assumption: employee only about $513,629 at 4% or $342,419 at 6%; with 50% employer match about $342,419 at 4% or $228,279 at 6%; with 100% employer match about $256,814 at 4% or $171,210 at 6%.
201417$1,150,478$132,483$18,926iApproximate average salary by contribution assumption: employee only about $473,154 at 4% or $315,436 at 6%; with 50% employer match about $315,436 at 4% or $210,290 at 6%; with 100% employer match about $236,577 at 4% or $157,718 at 6%.
Wolpert & Associates, P.A. 401(K) Plan-7$1,150,478$132,483$18,926iApproximate average salary by contribution assumption: employee only about $473,154 at 4% or $315,436 at 6%; with 50% employer match about $315,436 at 4% or $210,290 at 6%; with 100% employer match about $236,577 at 4% or $157,718 at 6%.
201317$945,690$123,917$17,702iApproximate average salary by contribution assumption: employee only about $442,561 at 4% or $295,040 at 6%; with 50% employer match about $295,040 at 4% or $196,694 at 6%; with 100% employer match about $221,280 at 4% or $147,520 at 6%.
Wolpert & Associates, P.A. 401(K) Plan-7$945,690$123,917$17,702iApproximate average salary by contribution assumption: employee only about $442,561 at 4% or $295,040 at 6%; with 50% employer match about $295,040 at 4% or $196,694 at 6%; with 100% employer match about $221,280 at 4% or $147,520 at 6%.
201216$723,049$85,635$14,273iApproximate average salary by contribution assumption: employee only about $356,813 at 4% or $237,875 at 6%; with 50% employer match about $237,875 at 4% or $158,583 at 6%; with 100% employer match about $178,406 at 4% or $118,938 at 6%.
Wolpert & Associates, P.A. 401(K) Plan-6$723,049$85,635$14,273iApproximate average salary by contribution assumption: employee only about $356,813 at 4% or $237,875 at 6%; with 50% employer match about $237,875 at 4% or $158,583 at 6%; with 100% employer match about $178,406 at 4% or $118,938 at 6%.
201126$828,573$106,624$17,771iApproximate average salary by contribution assumption: employee only about $444,267 at 4% or $296,178 at 6%; with 50% employer match about $296,178 at 4% or $197,452 at 6%; with 100% employer match about $222,133 at 4% or $148,089 at 6%.
Wolpert & Associates, P.A. 401(K) Plan-6$828,573$106,624$17,771iApproximate average salary by contribution assumption: employee only about $444,267 at 4% or $296,178 at 6%; with 50% employer match about $296,178 at 4% or $197,452 at 6%; with 100% employer match about $222,133 at 4% or $148,089 at 6%.
WOLPERT & ASSOCIATES, P.A. DEFINED BENEFIT PLAN-0$0$0-
201026$2,030,245$196,361$32,727iApproximate average salary by contribution assumption: employee only about $818,171 at 4% or $545,447 at 6%; with 50% employer match about $545,447 at 4% or $363,631 at 6%; with 100% employer match about $409,085 at 4% or $272,724 at 6%.
WOLPERT & ASSOCIATES, P.A. DEFINED BENEFIT PLAN-6$1,283,098$100,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
Wolpert & Associates, P.A. 401(K) Plan-6$747,147$96,361$16,060iApproximate average salary by contribution assumption: employee only about $401,504 at 4% or $267,669 at 6%; with 50% employer match about $267,669 at 4% or $178,446 at 6%; with 100% employer match about $200,752 at 4% or $133,835 at 6%.
200926$1,616,154$404,390$67,398iApproximate average salary by contribution assumption: employee only about $1,684,958 at 4% or $1,123,306 at 6%; with 50% employer match about $1,123,306 at 4% or $748,870 at 6%; with 100% employer match about $842,479 at 4% or $561,653 at 6%.
WOLPERT & ASSOCIATES, P.A. DEFINED BENEFIT PLAN-6$1,042,225$303,955$50,659iApproximate average salary by contribution assumption: employee only about $1,266,479 at 4% or $844,319 at 6%; with 50% employer match about $844,319 at 4% or $562,880 at 6%; with 100% employer match about $633,240 at 4% or $422,160 at 6%.
Wolpert & Associates, P.A. 401(K) Plan-6$573,929$100,435$16,739iApproximate average salary by contribution assumption: employee only about $418,479 at 4% or $278,986 at 6%; with 50% employer match about $278,986 at 4% or $185,991 at 6%; with 100% employer match about $209,240 at 4% or $139,493 at 6%.
200826$586,821$158,500$26,417iApproximate average salary by contribution assumption: employee only about $660,417 at 4% or $440,278 at 6%; with 50% employer match about $440,278 at 4% or $293,519 at 6%; with 100% employer match about $330,208 at 4% or $220,139 at 6%.
WOLPERT & ASSOCIATES, P.A. DEFINED BENEFIT PLAN-6$586,821$158,500$26,417iApproximate average salary by contribution assumption: employee only about $660,417 at 4% or $440,278 at 6%; with 50% employer match about $440,278 at 4% or $293,519 at 6%; with 100% employer match about $330,208 at 4% or $220,139 at 6%.
Wolpert & Associates, P.A. 401(K) Plan-6---
200726$0$0-
Wolpert & Associates, P.A. 401(K) Plan-6---
WOLPERT & ASSOCIATES, P.A. DEFINED BENEFIT PLAN-6---
200625$705,972$184,057$36,811iApproximate average salary by contribution assumption: employee only about $920,285 at 4% or $613,523 at 6%; with 50% employer match about $613,523 at 4% or $409,016 at 6%; with 100% employer match about $460,143 at 4% or $306,762 at 6%.
Wolpert & Associates, P.A. 401(K) Plan-5$364,059$72,471$14,494iApproximate average salary by contribution assumption: employee only about $362,355 at 4% or $241,570 at 6%; with 50% employer match about $241,570 at 4% or $161,047 at 6%; with 100% employer match about $181,178 at 4% or $120,785 at 6%.
WOLPERT & ASSOCIATES , P.A. DEFINED BENEFIT PLAN-5$341,913$111,586$22,317iApproximate average salary by contribution assumption: employee only about $557,930 at 4% or $371,953 at 6%; with 50% employer match about $371,953 at 4% or $247,969 at 6%; with 100% employer match about $278,965 at 4% or $185,977 at 6%.
200526$454,470$170,615$28,436iApproximate average salary by contribution assumption: employee only about $710,896 at 4% or $473,931 at 6%; with 50% employer match about $473,931 at 4% or $315,954 at 6%; with 100% employer match about $355,448 at 4% or $236,965 at 6%.
Wolpert & Associates, P.A. 401(K) Plan-6$247,945$68,489$11,415iApproximate average salary by contribution assumption: employee only about $285,371 at 4% or $190,247 at 6%; with 50% employer match about $190,247 at 4% or $126,831 at 6%; with 100% employer match about $142,685 at 4% or $95,124 at 6%.
WOLPERT & ASSOCIATES , P.A. DEFINED BENEFIT PLAN-6$206,525$102,126$17,021iApproximate average salary by contribution assumption: employee only about $425,525 at 4% or $283,683 at 6%; with 50% employer match about $283,683 at 4% or $189,122 at 6%; with 100% employer match about $212,763 at 4% or $141,842 at 6%.
200426$261,419$155,294$25,882iApproximate average salary by contribution assumption: employee only about $647,058 at 4% or $431,372 at 6%; with 50% employer match about $431,372 at 4% or $287,581 at 6%; with 100% employer match about $323,529 at 4% or $215,686 at 6%.
Wolpert & Associates, P.A. 401(K) Plan-6$163,257$57,132$9,522iApproximate average salary by contribution assumption: employee only about $238,050 at 4% or $158,700 at 6%; with 50% employer match about $158,700 at 4% or $105,800 at 6%; with 100% employer match about $119,025 at 4% or $79,350 at 6%.
WOLPERT & ASSOCIATES , P.A. DEFINED BENEFIT PLAN-6$98,162$98,162$16,360iApproximate average salary by contribution assumption: employee only about $409,008 at 4% or $272,672 at 6%; with 50% employer match about $272,672 at 4% or $181,781 at 6%; with 100% employer match about $204,504 at 4% or $136,336 at 6%.
200316$90,317$83,604$13,934iApproximate average salary by contribution assumption: employee only about $348,350 at 4% or $232,233 at 6%; with 50% employer match about $232,233 at 4% or $154,822 at 6%; with 100% employer match about $174,175 at 4% or $116,117 at 6%.
Wolpert & Associates, P.A. 401(K) Plan-6$90,317$83,604$13,934iApproximate average salary by contribution assumption: employee only about $348,350 at 4% or $232,233 at 6%; with 50% employer match about $232,233 at 4% or $154,822 at 6%; with 100% employer match about $174,175 at 4% or $116,117 at 6%.