Civic Intelligence

Wener & Associates PC.

Plan context: Wener & Associates, P. C. 401(K) Profit Sharing Plan

EIN 62-0853338 • Memphis, TN • 26 filings • 4 plans

44 North 2nd Street, Suite 1000Memphis, TN 38103
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$7,800,065

2024 Contributions

$249,500

Historical Graphs

Total Assets Over Time

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

$7,800,065$3,900,033$0199920132024YearValue
$7,800,065Latest year 2024

Participants Over Time

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

950199920122024YearValue
9Latest 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
202419$7,800,065$249,500$27,722iApproximate average salary by contribution assumption: employee only about $693,056 at 4% or $462,037 at 6%; with 50% employer match about $462,037 at 4% or $308,025 at 6%; with 100% employer match about $346,528 at 4% or $231,019 at 6%.
Wener & Associates, P. C. 401(K) Profit Sharing Plan-9$7,800,065$249,500$27,722iApproximate average salary by contribution assumption: employee only about $693,056 at 4% or $462,037 at 6%; with 50% employer match about $462,037 at 4% or $308,025 at 6%; with 100% employer match about $346,528 at 4% or $231,019 at 6%.
202316$6,944,218$200,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
Wener & Associates, P. C. 401(K) Profit Sharing Plan-6$6,944,218$200,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
202215$5,823,770$221,000$44,200iApproximate average salary by contribution assumption: employee only about $1,105,000 at 4% or $736,667 at 6%; with 50% employer match about $736,667 at 4% or $491,111 at 6%; with 100% employer match about $552,500 at 4% or $368,333 at 6%.
Wener & Associates, P. C. 401(K) Profit Sharing Plan-5$5,823,770$221,000$44,200iApproximate average salary by contribution assumption: employee only about $1,105,000 at 4% or $736,667 at 6%; with 50% employer match about $736,667 at 4% or $491,111 at 6%; with 100% employer match about $552,500 at 4% or $368,333 at 6%.
202115$6,281,972$113,426$22,685iApproximate average salary by contribution assumption: employee only about $567,130 at 4% or $378,087 at 6%; with 50% employer match about $378,087 at 4% or $252,058 at 6%; with 100% employer match about $283,565 at 4% or $189,043 at 6%.
Wener & Associates, P. C. 401(K) Profit Sharing Plan-5$6,281,972$113,426$22,685iApproximate average salary by contribution assumption: employee only about $567,130 at 4% or $378,087 at 6%; with 50% employer match about $378,087 at 4% or $252,058 at 6%; with 100% employer match about $283,565 at 4% or $189,043 at 6%.
202015$5,919,464$194,085$38,817iApproximate average salary by contribution assumption: employee only about $970,425 at 4% or $646,950 at 6%; with 50% employer match about $646,950 at 4% or $431,300 at 6%; with 100% employer match about $485,213 at 4% or $323,475 at 6%.
Wener & Associates, P. C. 401(K) Profit Sharing Plan-5$5,919,464$194,085$38,817iApproximate average salary by contribution assumption: employee only about $970,425 at 4% or $646,950 at 6%; with 50% employer match about $646,950 at 4% or $431,300 at 6%; with 100% employer match about $485,213 at 4% or $323,475 at 6%.
201915$4,113,735$181,014$36,203iApproximate average salary by contribution assumption: employee only about $905,070 at 4% or $603,380 at 6%; with 50% employer match about $603,380 at 4% or $402,253 at 6%; with 100% employer match about $452,535 at 4% or $301,690 at 6%.
Wener & Associates, P. C. 401(K) Profit Sharing Plan-5$4,113,735$181,014$36,203iApproximate average salary by contribution assumption: employee only about $905,070 at 4% or $603,380 at 6%; with 50% employer match about $603,380 at 4% or $402,253 at 6%; with 100% employer match about $452,535 at 4% or $301,690 at 6%.
201815$4,120,500$43,500$8,700iApproximate average salary by contribution assumption: employee only about $217,500 at 4% or $145,000 at 6%; with 50% employer match about $145,000 at 4% or $96,667 at 6%; with 100% employer match about $108,750 at 4% or $72,500 at 6%.
Wener & Associates, P. C. 401(K) Profit Sharing Plan-5$4,120,500$43,500$8,700iApproximate average salary by contribution assumption: employee only about $217,500 at 4% or $145,000 at 6%; with 50% employer match about $145,000 at 4% or $96,667 at 6%; with 100% employer match about $108,750 at 4% or $72,500 at 6%.
201717$4,543,601$41,500$5,929iApproximate average salary by contribution assumption: employee only about $148,214 at 4% or $98,810 at 6%; with 50% employer match about $98,810 at 4% or $65,873 at 6%; with 100% employer match about $74,107 at 4% or $49,405 at 6%.
Wener & Associates, P. C. 401(K) Profit Sharing Plan-7$4,543,601$41,500$5,929iApproximate average salary by contribution assumption: employee only about $148,214 at 4% or $98,810 at 6%; with 50% employer match about $98,810 at 4% or $65,873 at 6%; with 100% employer match about $74,107 at 4% or $49,405 at 6%.
201617$4,198,120$49,000$7,000iApproximate average salary by contribution assumption: employee only about $175,000 at 4% or $116,667 at 6%; with 50% employer match about $116,667 at 4% or $77,778 at 6%; with 100% employer match about $87,500 at 4% or $58,333 at 6%.
Wener & Associates, P. C. 401(K) Profit Sharing Plan-7$4,198,120$49,000$7,000iApproximate average salary by contribution assumption: employee only about $175,000 at 4% or $116,667 at 6%; with 50% employer match about $116,667 at 4% or $77,778 at 6%; with 100% employer match about $87,500 at 4% or $58,333 at 6%.
201519$3,528,081$41,000$4,556iApproximate average salary by contribution assumption: employee only about $113,889 at 4% or $75,926 at 6%; with 50% employer match about $75,926 at 4% or $50,617 at 6%; with 100% employer match about $56,944 at 4% or $37,963 at 6%.
Wener & Associates, P. C. 401(K) Profit Sharing Plan-9$3,528,081$41,000$4,556iApproximate average salary by contribution assumption: employee only about $113,889 at 4% or $75,926 at 6%; with 50% employer match about $75,926 at 4% or $50,617 at 6%; with 100% employer match about $56,944 at 4% or $37,963 at 6%.
201419$4,125,465$58,999$6,555iApproximate average salary by contribution assumption: employee only about $163,886 at 4% or $109,257 at 6%; with 50% employer match about $109,257 at 4% or $72,838 at 6%; with 100% employer match about $81,943 at 4% or $54,629 at 6%.
Wener & Associates, P. C. 401(K) Profit Sharing Plan-9$4,125,465$58,999$6,555iApproximate average salary by contribution assumption: employee only about $163,886 at 4% or $109,257 at 6%; with 50% employer match about $109,257 at 4% or $72,838 at 6%; with 100% employer match about $81,943 at 4% or $54,629 at 6%.
201319$4,076,996$81,606$9,067iApproximate average salary by contribution assumption: employee only about $226,683 at 4% or $151,122 at 6%; with 50% employer match about $151,122 at 4% or $100,748 at 6%; with 100% employer match about $113,342 at 4% or $75,561 at 6%.
Wener & Associates, P. C. 401(K) Profit Sharing Plan-9$4,076,996$81,606$9,067iApproximate average salary by contribution assumption: employee only about $226,683 at 4% or $151,122 at 6%; with 50% employer match about $151,122 at 4% or $100,748 at 6%; with 100% employer match about $113,342 at 4% or $75,561 at 6%.
201218$3,341,818$76,325$9,541iApproximate average salary by contribution assumption: employee only about $238,516 at 4% or $159,010 at 6%; with 50% employer match about $159,010 at 4% or $106,007 at 6%; with 100% employer match about $119,258 at 4% or $79,505 at 6%.
Wener & Associates, P. C. 401(K) Profit Sharing Plan-8$3,341,818$76,325$9,541iApproximate average salary by contribution assumption: employee only about $238,516 at 4% or $159,010 at 6%; with 50% employer match about $159,010 at 4% or $106,007 at 6%; with 100% employer match about $119,258 at 4% or $79,505 at 6%.
201118$2,957,929$94,563$11,820iApproximate average salary by contribution assumption: employee only about $295,509 at 4% or $197,006 at 6%; with 50% employer match about $197,006 at 4% or $131,338 at 6%; with 100% employer match about $147,755 at 4% or $98,503 at 6%.
Wener & Associates, P. C. 401(K) Profit Sharing Plan-8$2,957,929$94,563$11,820iApproximate average salary by contribution assumption: employee only about $295,509 at 4% or $197,006 at 6%; with 50% employer match about $197,006 at 4% or $131,338 at 6%; with 100% employer match about $147,755 at 4% or $98,503 at 6%.
201018$2,843,818$63,625$7,953iApproximate average salary by contribution assumption: employee only about $198,828 at 4% or $132,552 at 6%; with 50% employer match about $132,552 at 4% or $88,368 at 6%; with 100% employer match about $99,414 at 4% or $66,276 at 6%.
Wener & Associates, P. C. 401(K) Profit Sharing Plan-8$2,843,818$63,625$7,953iApproximate average salary by contribution assumption: employee only about $198,828 at 4% or $132,552 at 6%; with 50% employer match about $132,552 at 4% or $88,368 at 6%; with 100% employer match about $99,414 at 4% or $66,276 at 6%.
200917$2,212,753$125,199$17,886iApproximate average salary by contribution assumption: employee only about $447,139 at 4% or $298,093 at 6%; with 50% employer match about $298,093 at 4% or $198,729 at 6%; with 100% employer match about $223,570 at 4% or $149,046 at 6%.
Wener & Associates, P. C. 401(K) Profit Sharing Plan-7$2,212,753$125,199$17,886iApproximate average salary by contribution assumption: employee only about $447,139 at 4% or $298,093 at 6%; with 50% employer match about $298,093 at 4% or $198,729 at 6%; with 100% employer match about $223,570 at 4% or $149,046 at 6%.
200815$0$0-
Wener & Associates, P. C. 401(K) Profit Sharing Plan-5---
200715$2,329,970$71,763$14,353iApproximate average salary by contribution assumption: employee only about $358,815 at 4% or $239,210 at 6%; with 50% employer match about $239,210 at 4% or $159,473 at 6%; with 100% employer match about $179,408 at 4% or $119,605 at 6%.
Wener & Associates, P. C. 401(K) Profit Sharing Plan-5$2,329,970$71,763$14,353iApproximate average salary by contribution assumption: employee only about $358,815 at 4% or $239,210 at 6%; with 50% employer match about $239,210 at 4% or $159,473 at 6%; with 100% employer match about $179,408 at 4% or $119,605 at 6%.
200616$2,162,023$112,500$18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%.
Wener & Associates, P. C. 401(K) Profit Sharing Plan-6$2,162,023$112,500$18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%.
200516$1,798,220$113,802$18,967iApproximate average salary by contribution assumption: employee only about $474,175 at 4% or $316,117 at 6%; with 50% employer match about $316,117 at 4% or $210,744 at 6%; with 100% employer match about $237,088 at 4% or $158,058 at 6%.
Wener & Associates, P. C. 401(K) Profit Sharing Plan-6$1,798,220$113,802$18,967iApproximate average salary by contribution assumption: employee only about $474,175 at 4% or $316,117 at 6%; with 50% employer match about $316,117 at 4% or $210,744 at 6%; with 100% employer match about $237,088 at 4% or $158,058 at 6%.
200416$1,464,955$84,350$14,058iApproximate average salary by contribution assumption: employee only about $351,458 at 4% or $234,306 at 6%; with 50% employer match about $234,306 at 4% or $156,204 at 6%; with 100% employer match about $175,729 at 4% or $117,153 at 6%.
Wener & Associates, P. C. 401(K) Profit Sharing Plan-6$1,464,955$84,350$14,058iApproximate average salary by contribution assumption: employee only about $351,458 at 4% or $234,306 at 6%; with 50% employer match about $234,306 at 4% or $156,204 at 6%; with 100% employer match about $175,729 at 4% or $117,153 at 6%.
200316$1,251,855$68,159$11,360iApproximate average salary by contribution assumption: employee only about $283,996 at 4% or $189,331 at 6%; with 50% employer match about $189,331 at 4% or $126,220 at 6%; with 100% employer match about $141,998 at 4% or $94,665 at 6%.
Wener & Associates, P. C. 401(K) Profit Sharing Plan-6$1,251,855$68,159$11,360iApproximate average salary by contribution assumption: employee only about $283,996 at 4% or $189,331 at 6%; with 50% employer match about $189,331 at 4% or $126,220 at 6%; with 100% employer match about $141,998 at 4% or $94,665 at 6%.
200215$0$0-
Wener & Associates, P. C. 401(K) Profit Sharing Plan-5---
200114$922,563$20,600$5,150iApproximate average salary by contribution assumption: employee only about $128,750 at 4% or $85,833 at 6%; with 50% employer match about $85,833 at 4% or $57,222 at 6%; with 100% employer match about $64,375 at 4% or $42,917 at 6%.
Wener & Associates, P. C. 401(K) Profit Sharing Plan-4$922,563$20,600$5,150iApproximate average salary by contribution assumption: employee only about $128,750 at 4% or $85,833 at 6%; with 50% employer match about $85,833 at 4% or $57,222 at 6%; with 100% employer match about $64,375 at 4% or $42,917 at 6%.
200015$0$0-
Wener & Associates, P. C. 401(K) Profit Sharing Plan-5---
199916$1,371,352$0-
Wener & Associates, P. C. 401(K) Profit Sharing Plan-6$1,371,352--