Civic Intelligence

Welenken Cpas

Plan context: Welenken Cpas 401-K Profit Sharing Plan & Trust

EIN 61-0484308 • Louisville, KY • 30 filings • 8 plans

730 W. Market StreetSuite 200Louisville, KY 40202
Current Snapshot

Latest Year

2024

2024 Participants

24

2024 Assets

$5,137,054

2024 Contributions

$239,815

Historical Graphs

Total Assets Over Time

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

$6,630,695$3,315,348$0200220142024YearValue
$5,137,054Latest year 2024

Participants Over Time

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

36180200020122024YearValue
24Latest 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
2024124$5,137,054$239,815$9,992iApproximate average salary by contribution assumption: employee only about $249,807 at 4% or $166,538 at 6%; with 50% employer match about $166,538 at 4% or $111,025 at 6%; with 100% employer match about $124,904 at 4% or $83,269 at 6%.
Welenken Cpas 401-K Profit Sharing Plan & Trust-24$5,137,054$239,815$9,992iApproximate average salary by contribution assumption: employee only about $249,807 at 4% or $166,538 at 6%; with 50% employer match about $166,538 at 4% or $111,025 at 6%; with 100% employer match about $124,904 at 4% or $83,269 at 6%.
2023226$5,326,002$388,218$14,931iApproximate average salary by contribution assumption: employee only about $373,287 at 4% or $248,858 at 6%; with 50% employer match about $248,858 at 4% or $165,905 at 6%; with 100% employer match about $186,643 at 4% or $124,429 at 6%.
Welenken Cpas 401-K Profit Sharing Plan & Trust-26$5,326,002$266,282$10,242iApproximate average salary by contribution assumption: employee only about $256,040 at 4% or $170,694 at 6%; with 50% employer match about $170,694 at 4% or $113,796 at 6%; with 100% employer match about $128,020 at 4% or $85,347 at 6%.
WELENKEN CPAS CBS BENEFIT PLAN-0$0$121,936-
2022128$5,042,534$239,677$8,560iApproximate average salary by contribution assumption: employee only about $213,997 at 4% or $142,665 at 6%; with 50% employer match about $142,665 at 4% or $95,110 at 6%; with 100% employer match about $106,999 at 4% or $71,332 at 6%.
Welenken Cpas 401-K Profit Sharing Plan & Trust-28$5,042,534$239,677$8,560iApproximate average salary by contribution assumption: employee only about $213,997 at 4% or $142,665 at 6%; with 50% employer match about $142,665 at 4% or $95,110 at 6%; with 100% employer match about $106,999 at 4% or $71,332 at 6%.
2021230$6,630,695$419,005$13,967iApproximate average salary by contribution assumption: employee only about $349,171 at 4% or $232,781 at 6%; with 50% employer match about $232,781 at 4% or $155,187 at 6%; with 100% employer match about $174,585 at 4% or $116,390 at 6%.
Welenken Cpas 401-K Profit Sharing Plan & Trust-30$6,630,695$253,191$8,440iApproximate average salary by contribution assumption: employee only about $210,993 at 4% or $140,662 at 6%; with 50% employer match about $140,662 at 4% or $93,774 at 6%; with 100% employer match about $105,496 at 4% or $70,331 at 6%.
WELENKEN CPAS CBS BENEFIT PLAN-0$0$165,814-
2020236$6,051,219$334,387$9,289iApproximate average salary by contribution assumption: employee only about $232,213 at 4% or $154,809 at 6%; with 50% employer match about $154,809 at 4% or $103,206 at 6%; with 100% employer match about $116,107 at 4% or $77,404 at 6%.
Welenken Cpas 401-K Profit Sharing Plan & Trust-36$6,039,358$214,923$5,970iApproximate average salary by contribution assumption: employee only about $149,252 at 4% or $99,501 at 6%; with 50% employer match about $99,501 at 4% or $66,334 at 6%; with 100% employer match about $74,626 at 4% or $49,751 at 6%.
WELENKEN CPAS CBS BENEFIT PLAN-22$11,861$119,464$5,430iApproximate average salary by contribution assumption: employee only about $135,755 at 4% or $90,503 at 6%; with 50% employer match about $90,503 at 4% or $60,335 at 6%; with 100% employer match about $67,877 at 4% or $45,252 at 6%.
2019132$5,340,448$218,862$6,839iApproximate average salary by contribution assumption: employee only about $170,986 at 4% or $113,991 at 6%; with 50% employer match about $113,991 at 4% or $75,994 at 6%; with 100% employer match about $85,493 at 4% or $56,995 at 6%.
Welenken Cpas 401-K Profit Sharing Plan & Trust-32$5,340,448$218,862$6,839iApproximate average salary by contribution assumption: employee only about $170,986 at 4% or $113,991 at 6%; with 50% employer match about $113,991 at 4% or $75,994 at 6%; with 100% employer match about $85,493 at 4% or $56,995 at 6%.
2018127$4,700,411$252,665$9,358iApproximate average salary by contribution assumption: employee only about $233,949 at 4% or $155,966 at 6%; with 50% employer match about $155,966 at 4% or $103,977 at 6%; with 100% employer match about $116,975 at 4% or $77,983 at 6%.
Welenken Cpas 401-K Profit Sharing Plan & Trust-27$4,700,411$252,665$9,358iApproximate average salary by contribution assumption: employee only about $233,949 at 4% or $155,966 at 6%; with 50% employer match about $155,966 at 4% or $103,977 at 6%; with 100% employer match about $116,975 at 4% or $77,983 at 6%.
2017132$5,043,002$250,899$7,841iApproximate average salary by contribution assumption: employee only about $196,015 at 4% or $130,677 at 6%; with 50% employer match about $130,677 at 4% or $87,118 at 6%; with 100% employer match about $98,007 at 4% or $65,338 at 6%.
Welenken Cpas 401-K Profit Sharing Plan & Trust-32$5,043,002$250,899$7,841iApproximate average salary by contribution assumption: employee only about $196,015 at 4% or $130,677 at 6%; with 50% employer match about $130,677 at 4% or $87,118 at 6%; with 100% employer match about $98,007 at 4% or $65,338 at 6%.
2016132$4,207,805$187,645$5,864iApproximate average salary by contribution assumption: employee only about $146,598 at 4% or $97,732 at 6%; with 50% employer match about $97,732 at 4% or $65,155 at 6%; with 100% employer match about $73,299 at 4% or $48,866 at 6%.
Welenken Cpas 401-K Profit Sharing Plan & Trust-32$4,207,805$187,645$5,864iApproximate average salary by contribution assumption: employee only about $146,598 at 4% or $97,732 at 6%; with 50% employer match about $97,732 at 4% or $65,155 at 6%; with 100% employer match about $73,299 at 4% or $48,866 at 6%.
2015130$3,864,238$165,958$5,532iApproximate average salary by contribution assumption: employee only about $138,298 at 4% or $92,199 at 6%; with 50% employer match about $92,199 at 4% or $61,466 at 6%; with 100% employer match about $69,149 at 4% or $46,099 at 6%.
Welenken Cpas 401-K Profit Sharing Plan & Trust-30$3,864,238$165,958$5,532iApproximate average salary by contribution assumption: employee only about $138,298 at 4% or $92,199 at 6%; with 50% employer match about $92,199 at 4% or $61,466 at 6%; with 100% employer match about $69,149 at 4% or $46,099 at 6%.
2014129$3,655,951$200,953$6,929iApproximate average salary by contribution assumption: employee only about $173,235 at 4% or $115,490 at 6%; with 50% employer match about $115,490 at 4% or $76,993 at 6%; with 100% employer match about $86,618 at 4% or $57,745 at 6%.
Welenken Cpas 401-K Profit Sharing Plan & Trust-29$3,655,951$200,953$6,929iApproximate average salary by contribution assumption: employee only about $173,235 at 4% or $115,490 at 6%; with 50% employer match about $115,490 at 4% or $76,993 at 6%; with 100% employer match about $86,618 at 4% or $57,745 at 6%.
2013131$3,384,929$196,375$6,335iApproximate average salary by contribution assumption: employee only about $158,367 at 4% or $105,578 at 6%; with 50% employer match about $105,578 at 4% or $70,385 at 6%; with 100% employer match about $79,183 at 4% or $52,789 at 6%.
Welenken Cpas 401-K Profit Sharing Plan & Trust-31$3,384,929$196,375$6,335iApproximate average salary by contribution assumption: employee only about $158,367 at 4% or $105,578 at 6%; with 50% employer match about $105,578 at 4% or $70,385 at 6%; with 100% employer match about $79,183 at 4% or $52,789 at 6%.
2012132$2,607,796$177,392$5,544iApproximate average salary by contribution assumption: employee only about $138,588 at 4% or $92,392 at 6%; with 50% employer match about $92,392 at 4% or $61,594 at 6%; with 100% employer match about $69,294 at 4% or $46,196 at 6%.
Welenken Cpas 401-K Profit Sharing Plan & Trust-32$2,607,796$177,392$5,544iApproximate average salary by contribution assumption: employee only about $138,588 at 4% or $92,392 at 6%; with 50% employer match about $92,392 at 4% or $61,594 at 6%; with 100% employer match about $69,294 at 4% or $46,196 at 6%.
2011129$2,091,994$182,112$6,280iApproximate average salary by contribution assumption: employee only about $156,993 at 4% or $104,662 at 6%; with 50% employer match about $104,662 at 4% or $69,775 at 6%; with 100% employer match about $78,497 at 4% or $52,331 at 6%.
Welenken Cpas 401-K Profit Sharing Plan & Trust-29$2,091,994$182,112$6,280iApproximate average salary by contribution assumption: employee only about $156,993 at 4% or $104,662 at 6%; with 50% employer match about $104,662 at 4% or $69,775 at 6%; with 100% employer match about $78,497 at 4% or $52,331 at 6%.
2010132$2,059,327$173,272$5,415iApproximate average salary by contribution assumption: employee only about $135,369 at 4% or $90,246 at 6%; with 50% employer match about $90,246 at 4% or $60,164 at 6%; with 100% employer match about $67,684 at 4% or $45,123 at 6%.
Welenken Cpas 401-K Profit Sharing Plan & Trust-32$2,059,327$173,272$5,415iApproximate average salary by contribution assumption: employee only about $135,369 at 4% or $90,246 at 6%; with 50% employer match about $90,246 at 4% or $60,164 at 6%; with 100% employer match about $67,684 at 4% or $45,123 at 6%.
2009129$1,830,133$165,292$5,700iApproximate average salary by contribution assumption: employee only about $142,493 at 4% or $94,995 at 6%; with 50% employer match about $94,995 at 4% or $63,330 at 6%; with 100% employer match about $71,247 at 4% or $47,498 at 6%.
Welenken Cpas 401-K Profit Sharing Plan & Trust-29$1,830,133$165,292$5,700iApproximate average salary by contribution assumption: employee only about $142,493 at 4% or $94,995 at 6%; with 50% employer match about $94,995 at 4% or $63,330 at 6%; with 100% employer match about $71,247 at 4% or $47,498 at 6%.
2008130$0$0-
Welenken Cpas 401-K Profit Sharing Plan & Trust-30---
2007130$0$0-
Welenken Cpas 401-K Profit Sharing Plan & Trust-30---
2006130$1,677,132$114,514$3,817iApproximate average salary by contribution assumption: employee only about $95,428 at 4% or $63,619 at 6%; with 50% employer match about $63,619 at 4% or $42,413 at 6%; with 100% employer match about $47,714 at 4% or $31,809 at 6%.
Welenken Cpas 401-K Profit Sharing Plan & Trust-30$1,677,132$114,514$3,817iApproximate average salary by contribution assumption: employee only about $95,428 at 4% or $63,619 at 6%; with 50% employer match about $63,619 at 4% or $42,413 at 6%; with 100% employer match about $47,714 at 4% or $31,809 at 6%.
2005129$1,315,021$89,739$3,094iApproximate average salary by contribution assumption: employee only about $77,361 at 4% or $51,574 at 6%; with 50% employer match about $51,574 at 4% or $34,383 at 6%; with 100% employer match about $38,681 at 4% or $25,787 at 6%.
Welenken Cpas 401-K Profit Sharing Plan & Trust-29$1,315,021$89,739$3,094iApproximate average salary by contribution assumption: employee only about $77,361 at 4% or $51,574 at 6%; with 50% employer match about $51,574 at 4% or $34,383 at 6%; with 100% employer match about $38,681 at 4% or $25,787 at 6%.
2004127$1,177,986$101,878$3,773iApproximate average salary by contribution assumption: employee only about $94,331 at 4% or $62,888 at 6%; with 50% employer match about $62,888 at 4% or $41,925 at 6%; with 100% employer match about $47,166 at 4% or $31,444 at 6%.
Welenken Cpas 401-K Profit Sharing Plan & Trust-27$1,177,986$101,878$3,773iApproximate average salary by contribution assumption: employee only about $94,331 at 4% or $62,888 at 6%; with 50% employer match about $62,888 at 4% or $41,925 at 6%; with 100% employer match about $47,166 at 4% or $31,444 at 6%.
2003226$969,984$93,701$3,604iApproximate average salary by contribution assumption: employee only about $90,097 at 4% or $60,065 at 6%; with 50% employer match about $60,065 at 4% or $40,043 at 6%; with 100% employer match about $45,049 at 4% or $30,032 at 6%.
Welenken Cpas 401-K Profit Sharing Plan & Trust-26$969,984$93,701$3,604iApproximate average salary by contribution assumption: employee only about $90,097 at 4% or $60,065 at 6%; with 50% employer match about $60,065 at 4% or $40,043 at 6%; with 100% employer match about $45,049 at 4% or $30,032 at 6%.
WELENKEN HIMMELFARB & CO. IRS SECTION 125 PRE-TAX HEALTH INSURANCE DEDUCTION PLAN-18---
2002225$687,580$90,053$3,602iApproximate average salary by contribution assumption: employee only about $90,053 at 4% or $60,035 at 6%; with 50% employer match about $60,035 at 4% or $40,024 at 6%; with 100% employer match about $45,027 at 4% or $30,018 at 6%.
Welenken Cpas 401-K Profit Sharing Plan & Trust-25$687,580$90,053$3,602iApproximate average salary by contribution assumption: employee only about $90,053 at 4% or $60,035 at 6%; with 50% employer match about $60,035 at 4% or $40,024 at 6%; with 100% employer match about $45,027 at 4% or $30,018 at 6%.
WELENKEN HIMMELFARB & CO. IRS SECTION 125 PRE-TAX HEALTH INSURANCE DEDUCTION PLAN-18---
2001127$0$0-
Welenken Cpas 401-K Profit Sharing Plan & Trust-27---
2000121$0$0-
Welenken Cpas 401-K Profit Sharing Plan & Trust-21---