Civic Intelligence

Gary Wolfson, M.D.

Plan context: Gary Wolfson, M.D. Retirement Trust

EIN 65-0292678 • West Palm Beach, FL • 21 filings • 3 plans

1411 North Flagler DrSte 7500West Palm Beach, FL 33401
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$2,225,068

2024 Contributions

$70,611

Historical Graphs

Total Assets Over Time

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

$2,225,068$1,112,534$0200420152024YearValue
$2,225,068Latest year 2024

Participants Over Time

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

950200420142024YearValue
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$2,225,068$70,611$7,846iApproximate average salary by contribution assumption: employee only about $196,142 at 4% or $130,761 at 6%; with 50% employer match about $130,761 at 4% or $87,174 at 6%; with 100% employer match about $98,071 at 4% or $65,381 at 6%.
Gary Wolfson, M.D. Retirement Trust-9$2,225,068$70,611$7,846iApproximate average salary by contribution assumption: employee only about $196,142 at 4% or $130,761 at 6%; with 50% employer match about $130,761 at 4% or $87,174 at 6%; with 100% employer match about $98,071 at 4% or $65,381 at 6%.
202319$1,850,408$62,691$6,966iApproximate average salary by contribution assumption: employee only about $174,142 at 4% or $116,094 at 6%; with 50% employer match about $116,094 at 4% or $77,396 at 6%; with 100% employer match about $87,071 at 4% or $58,047 at 6%.
Gary Wolfson, M.D. Retirement Trust-9$1,850,408$62,691$6,966iApproximate average salary by contribution assumption: employee only about $174,142 at 4% or $116,094 at 6%; with 50% employer match about $116,094 at 4% or $77,396 at 6%; with 100% employer match about $87,071 at 4% or $58,047 at 6%.
202219$1,610,315$57,051$6,339iApproximate average salary by contribution assumption: employee only about $158,475 at 4% or $105,650 at 6%; with 50% employer match about $105,650 at 4% or $70,433 at 6%; with 100% employer match about $79,238 at 4% or $52,825 at 6%.
Gary Wolfson, M.D. Retirement Trust-9$1,610,315$57,051$6,339iApproximate average salary by contribution assumption: employee only about $158,475 at 4% or $105,650 at 6%; with 50% employer match about $105,650 at 4% or $70,433 at 6%; with 100% employer match about $79,238 at 4% or $52,825 at 6%.
202118$1,687,821$41,267$5,158iApproximate average salary by contribution assumption: employee only about $128,959 at 4% or $85,973 at 6%; with 50% employer match about $85,973 at 4% or $57,315 at 6%; with 100% employer match about $64,480 at 4% or $42,986 at 6%.
Gary Wolfson, M.D. Retirement Trust-8$1,687,821$41,267$5,158iApproximate average salary by contribution assumption: employee only about $128,959 at 4% or $85,973 at 6%; with 50% employer match about $85,973 at 4% or $57,315 at 6%; with 100% employer match about $64,480 at 4% or $42,986 at 6%.
202017$1,532,234$41,019$5,860iApproximate average salary by contribution assumption: employee only about $146,496 at 4% or $97,664 at 6%; with 50% employer match about $97,664 at 4% or $65,110 at 6%; with 100% employer match about $73,248 at 4% or $48,832 at 6%.
Gary Wolfson, M.D. Retirement Trust-7$1,532,234$41,019$5,860iApproximate average salary by contribution assumption: employee only about $146,496 at 4% or $97,664 at 6%; with 50% employer match about $97,664 at 4% or $65,110 at 6%; with 100% employer match about $73,248 at 4% or $48,832 at 6%.
201917$1,313,027$41,497$5,928iApproximate average salary by contribution assumption: employee only about $148,204 at 4% or $98,802 at 6%; with 50% employer match about $98,802 at 4% or $65,868 at 6%; with 100% employer match about $74,102 at 4% or $49,401 at 6%.
Gary Wolfson, M.D. Retirement Trust-7$1,313,027$41,497$5,928iApproximate average salary by contribution assumption: employee only about $148,204 at 4% or $98,802 at 6%; with 50% employer match about $98,802 at 4% or $65,868 at 6%; with 100% employer match about $74,102 at 4% or $49,401 at 6%.
201817$959,832$47,573$6,796iApproximate average salary by contribution assumption: employee only about $169,904 at 4% or $113,269 at 6%; with 50% employer match about $113,269 at 4% or $75,513 at 6%; with 100% employer match about $84,952 at 4% or $56,635 at 6%.
Gary Wolfson, M.D. Retirement Trust-7$959,832$47,573$6,796iApproximate average salary by contribution assumption: employee only about $169,904 at 4% or $113,269 at 6%; with 50% employer match about $113,269 at 4% or $75,513 at 6%; with 100% employer match about $84,952 at 4% or $56,635 at 6%.
201717$961,169$37,245$5,321iApproximate average salary by contribution assumption: employee only about $133,018 at 4% or $88,679 at 6%; with 50% employer match about $88,679 at 4% or $59,119 at 6%; with 100% employer match about $66,509 at 4% or $44,339 at 6%.
Gary Wolfson, M.D. Retirement Trust-7$961,169$37,245$5,321iApproximate average salary by contribution assumption: employee only about $133,018 at 4% or $88,679 at 6%; with 50% employer match about $88,679 at 4% or $59,119 at 6%; with 100% employer match about $66,509 at 4% or $44,339 at 6%.
201618$745,705$44,855$5,607iApproximate average salary by contribution assumption: employee only about $140,172 at 4% or $93,448 at 6%; with 50% employer match about $93,448 at 4% or $62,299 at 6%; with 100% employer match about $70,086 at 4% or $46,724 at 6%.
Gary Wolfson, M.D. Retirement Trust-8$745,705$44,855$5,607iApproximate average salary by contribution assumption: employee only about $140,172 at 4% or $93,448 at 6%; with 50% employer match about $93,448 at 4% or $62,299 at 6%; with 100% employer match about $70,086 at 4% or $46,724 at 6%.
201510$645,777$44,715-
Gary Wolfson, M.D. Retirement Trust--$645,777$44,715-
201417$611,638$37,824$5,403iApproximate average salary by contribution assumption: employee only about $135,086 at 4% or $90,057 at 6%; with 50% employer match about $90,057 at 4% or $60,038 at 6%; with 100% employer match about $67,543 at 4% or $45,029 at 6%.
Gary Wolfson, M.D. Retirement Trust-7$611,638$37,824$5,403iApproximate average salary by contribution assumption: employee only about $135,086 at 4% or $90,057 at 6%; with 50% employer match about $90,057 at 4% or $60,038 at 6%; with 100% employer match about $67,543 at 4% or $45,029 at 6%.
201316$535,695$40,102$6,684iApproximate average salary by contribution assumption: employee only about $167,092 at 4% or $111,394 at 6%; with 50% employer match about $111,394 at 4% or $74,263 at 6%; with 100% employer match about $83,546 at 4% or $55,697 at 6%.
Gary Wolfson, M.D. Retirement Trust-6$535,695$40,102$6,684iApproximate average salary by contribution assumption: employee only about $167,092 at 4% or $111,394 at 6%; with 50% employer match about $111,394 at 4% or $74,263 at 6%; with 100% employer match about $83,546 at 4% or $55,697 at 6%.
201216$426,048$33,409$5,568iApproximate average salary by contribution assumption: employee only about $139,204 at 4% or $92,803 at 6%; with 50% employer match about $92,803 at 4% or $61,869 at 6%; with 100% employer match about $69,602 at 4% or $46,401 at 6%.
Gary Wolfson, M.D. Retirement Trust-6$426,048$33,409$5,568iApproximate average salary by contribution assumption: employee only about $139,204 at 4% or $92,803 at 6%; with 50% employer match about $92,803 at 4% or $61,869 at 6%; with 100% employer match about $69,602 at 4% or $46,401 at 6%.
201115$370,678$35,507$7,101iApproximate average salary by contribution assumption: employee only about $177,535 at 4% or $118,357 at 6%; with 50% employer match about $118,357 at 4% or $78,904 at 6%; with 100% employer match about $88,768 at 4% or $59,178 at 6%.
Gary Wolfson, M.D. Retirement Trust-5$370,678$35,507$7,101iApproximate average salary by contribution assumption: employee only about $177,535 at 4% or $118,357 at 6%; with 50% employer match about $118,357 at 4% or $78,904 at 6%; with 100% employer match about $88,768 at 4% or $59,178 at 6%.
201015$342,923$36,982$7,396iApproximate average salary by contribution assumption: employee only about $184,910 at 4% or $123,273 at 6%; with 50% employer match about $123,273 at 4% or $82,182 at 6%; with 100% employer match about $92,455 at 4% or $61,637 at 6%.
Gary Wolfson, M.D. Retirement Trust-5$342,923$36,982$7,396iApproximate average salary by contribution assumption: employee only about $184,910 at 4% or $123,273 at 6%; with 50% employer match about $123,273 at 4% or $82,182 at 6%; with 100% employer match about $92,455 at 4% or $61,637 at 6%.
200915$263,126$29,850$5,970iApproximate average salary by contribution assumption: employee only about $149,250 at 4% or $99,500 at 6%; with 50% employer match about $99,500 at 4% or $66,333 at 6%; with 100% employer match about $74,625 at 4% or $49,750 at 6%.
Gary Wolfson, M.D. Retirement Trust-5$263,126$29,850$5,970iApproximate average salary by contribution assumption: employee only about $149,250 at 4% or $99,500 at 6%; with 50% employer match about $99,500 at 4% or $66,333 at 6%; with 100% employer match about $74,625 at 4% or $49,750 at 6%.
200813$170,535$50,209$16,736iApproximate average salary by contribution assumption: employee only about $418,408 at 4% or $278,939 at 6%; with 50% employer match about $278,939 at 4% or $185,959 at 6%; with 100% employer match about $209,204 at 4% or $139,469 at 6%.
Gary Wolfson, M.D. Retirement Trust-3$170,535$50,209$16,736iApproximate average salary by contribution assumption: employee only about $418,408 at 4% or $278,939 at 6%; with 50% employer match about $278,939 at 4% or $185,959 at 6%; with 100% employer match about $209,204 at 4% or $139,469 at 6%.
200713$0$0-
Gary Wolfson, M.D. Retirement Trust-3---
200614$148,836$31,762$7,941iApproximate average salary by contribution assumption: employee only about $198,513 at 4% or $132,342 at 6%; with 50% employer match about $132,342 at 4% or $88,228 at 6%; with 100% employer match about $99,256 at 4% or $66,171 at 6%.
Gary Wolfson, M.D. Retirement Trust-4$148,836$31,762$7,941iApproximate average salary by contribution assumption: employee only about $198,513 at 4% or $132,342 at 6%; with 50% employer match about $132,342 at 4% or $88,228 at 6%; with 100% employer match about $99,256 at 4% or $66,171 at 6%.
200514$95,664$52,719$13,180iApproximate average salary by contribution assumption: employee only about $329,494 at 4% or $219,663 at 6%; with 50% employer match about $219,663 at 4% or $146,442 at 6%; with 100% employer match about $164,747 at 4% or $109,831 at 6%.
Gary Wolfson, M.D. Retirement Trust-4$95,664$52,719$13,180iApproximate average salary by contribution assumption: employee only about $329,494 at 4% or $219,663 at 6%; with 50% employer match about $219,663 at 4% or $146,442 at 6%; with 100% employer match about $164,747 at 4% or $109,831 at 6%.
200414$33,626$31,977$7,994iApproximate average salary by contribution assumption: employee only about $199,856 at 4% or $133,238 at 6%; with 50% employer match about $133,238 at 4% or $88,825 at 6%; with 100% employer match about $99,928 at 4% or $66,619 at 6%.
Gary Wolfson, M.D. Retirement Trust-4$33,626$31,977$7,994iApproximate average salary by contribution assumption: employee only about $199,856 at 4% or $133,238 at 6%; with 50% employer match about $133,238 at 4% or $88,825 at 6%; with 100% employer match about $99,928 at 4% or $66,619 at 6%.