Civic Intelligence

Weitzel Associates Inc.

Plan context: Weitzel Associates Retirement Plan

EIN 59-2705280 • Ocala, FL • 12 filings • 2 plans

808 NW 35th StreetOcala, FL 34475
Current Snapshot

Latest Year

2014

2014 Participants

3

2014 Assets

$1,570,547

2014 Contributions

$74,326

Historical Graphs

Total Assets Over Time

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

$1,570,547$785,274$0200320092014YearValue
$1,570,547Latest year 2014

Participants Over Time

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

630200320092014YearValue
3Latest 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
201413$1,570,547$74,326$24,775iApproximate average salary by contribution assumption: employee only about $619,383 at 4% or $412,922 at 6%; with 50% employer match about $412,922 at 4% or $275,281 at 6%; with 100% employer match about $309,692 at 4% or $206,461 at 6%.
Weitzel Associates Retirement Plan-3$1,570,547$74,326$24,775iApproximate average salary by contribution assumption: employee only about $619,383 at 4% or $412,922 at 6%; with 50% employer match about $412,922 at 4% or $275,281 at 6%; with 100% employer match about $309,692 at 4% or $206,461 at 6%.
201313$1,416,206$80,809$26,936iApproximate average salary by contribution assumption: employee only about $673,408 at 4% or $448,939 at 6%; with 50% employer match about $448,939 at 4% or $299,293 at 6%; with 100% employer match about $336,704 at 4% or $224,469 at 6%.
Weitzel Associates Retirement Plan-3$1,416,206$80,809$26,936iApproximate average salary by contribution assumption: employee only about $673,408 at 4% or $448,939 at 6%; with 50% employer match about $448,939 at 4% or $299,293 at 6%; with 100% employer match about $336,704 at 4% or $224,469 at 6%.
201213$1,246,703$99,216$33,072iApproximate average salary by contribution assumption: employee only about $826,800 at 4% or $551,200 at 6%; with 50% employer match about $551,200 at 4% or $367,467 at 6%; with 100% employer match about $413,400 at 4% or $275,600 at 6%.
Weitzel Associates Retirement Plan-3$1,246,703$99,216$33,072iApproximate average salary by contribution assumption: employee only about $826,800 at 4% or $551,200 at 6%; with 50% employer match about $551,200 at 4% or $367,467 at 6%; with 100% employer match about $413,400 at 4% or $275,600 at 6%.
201113$1,054,673$101,190$33,730iApproximate average salary by contribution assumption: employee only about $843,250 at 4% or $562,167 at 6%; with 50% employer match about $562,167 at 4% or $374,778 at 6%; with 100% employer match about $421,625 at 4% or $281,083 at 6%.
Weitzel Associates Retirement Plan-3$1,054,673$101,190$33,730iApproximate average salary by contribution assumption: employee only about $843,250 at 4% or $562,167 at 6%; with 50% employer match about $562,167 at 4% or $374,778 at 6%; with 100% employer match about $421,625 at 4% or $281,083 at 6%.
201013$855,679$99,261$33,087iApproximate average salary by contribution assumption: employee only about $827,175 at 4% or $551,450 at 6%; with 50% employer match about $551,450 at 4% or $367,633 at 6%; with 100% employer match about $413,588 at 4% or $275,725 at 6%.
Weitzel Associates Retirement Plan-3$855,679$99,261$33,087iApproximate average salary by contribution assumption: employee only about $827,175 at 4% or $551,450 at 6%; with 50% employer match about $551,450 at 4% or $367,633 at 6%; with 100% employer match about $413,588 at 4% or $275,725 at 6%.
200913$723,185$106,093$35,364iApproximate average salary by contribution assumption: employee only about $884,108 at 4% or $589,406 at 6%; with 50% employer match about $589,406 at 4% or $392,937 at 6%; with 100% employer match about $442,054 at 4% or $294,703 at 6%.
Weitzel Associates Retirement Plan-3$723,185$106,093$35,364iApproximate average salary by contribution assumption: employee only about $884,108 at 4% or $589,406 at 6%; with 50% employer match about $589,406 at 4% or $392,937 at 6%; with 100% employer match about $442,054 at 4% or $294,703 at 6%.
200813$548,250$96,824$32,275iApproximate average salary by contribution assumption: employee only about $806,867 at 4% or $537,911 at 6%; with 50% employer match about $537,911 at 4% or $358,607 at 6%; with 100% employer match about $403,433 at 4% or $268,956 at 6%.
Weitzel Associates Retirement Plan-3$548,250$96,824$32,275iApproximate average salary by contribution assumption: employee only about $806,867 at 4% or $537,911 at 6%; with 50% employer match about $537,911 at 4% or $358,607 at 6%; with 100% employer match about $403,433 at 4% or $268,956 at 6%.
200713$497,803$100,326$33,442iApproximate average salary by contribution assumption: employee only about $836,050 at 4% or $557,367 at 6%; with 50% employer match about $557,367 at 4% or $371,578 at 6%; with 100% employer match about $418,025 at 4% or $278,683 at 6%.
Weitzel Associates Retirement Plan-3$497,803$100,326$33,442iApproximate average salary by contribution assumption: employee only about $836,050 at 4% or $557,367 at 6%; with 50% employer match about $557,367 at 4% or $371,578 at 6%; with 100% employer match about $418,025 at 4% or $278,683 at 6%.
200614$378,505$94,216$23,554iApproximate average salary by contribution assumption: employee only about $588,850 at 4% or $392,567 at 6%; with 50% employer match about $392,567 at 4% or $261,711 at 6%; with 100% employer match about $294,425 at 4% or $196,283 at 6%.
Weitzel Associates Retirement Plan-4$378,505$94,216$23,554iApproximate average salary by contribution assumption: employee only about $588,850 at 4% or $392,567 at 6%; with 50% employer match about $392,567 at 4% or $261,711 at 6%; with 100% employer match about $294,425 at 4% or $196,283 at 6%.
200513$289,350$96,314$32,105iApproximate average salary by contribution assumption: employee only about $802,617 at 4% or $535,078 at 6%; with 50% employer match about $535,078 at 4% or $356,719 at 6%; with 100% employer match about $401,308 at 4% or $267,539 at 6%.
Weitzel Associates Retirement Plan-3$289,350$96,314$32,105iApproximate average salary by contribution assumption: employee only about $802,617 at 4% or $535,078 at 6%; with 50% employer match about $535,078 at 4% or $356,719 at 6%; with 100% employer match about $401,308 at 4% or $267,539 at 6%.
200414$191,137$95,189$23,797iApproximate average salary by contribution assumption: employee only about $594,931 at 4% or $396,621 at 6%; with 50% employer match about $396,621 at 4% or $264,414 at 6%; with 100% employer match about $297,466 at 4% or $198,310 at 6%.
Weitzel Associates Retirement Plan-4$191,137$95,189$23,797iApproximate average salary by contribution assumption: employee only about $594,931 at 4% or $396,621 at 6%; with 50% employer match about $396,621 at 4% or $264,414 at 6%; with 100% employer match about $297,466 at 4% or $198,310 at 6%.
200316$91,837$91,689$15,282iApproximate average salary by contribution assumption: employee only about $382,038 at 4% or $254,692 at 6%; with 50% employer match about $254,692 at 4% or $169,794 at 6%; with 100% employer match about $191,019 at 4% or $127,346 at 6%.
Weitzel Associates Retirement Plan-6$91,837$91,689$15,282iApproximate average salary by contribution assumption: employee only about $382,038 at 4% or $254,692 at 6%; with 50% employer match about $254,692 at 4% or $169,794 at 6%; with 100% employer match about $191,019 at 4% or $127,346 at 6%.