Civic Intelligence

James M. Wesolowski, CPA, P.A.

Plan context: James M. Wesolowski, CPA, P.A. 401(K) Ps Plan

EIN 65-1011063 • Cape Coral, FL • 16 filings • 4 plans

2503 Del Prado Blvd S Ste 500Cape Coral, FL 33904
Current Snapshot

Latest Year

2018

2018 Participants

1

2018 Assets

$387,862

2018 Contributions

$40,160

Historical Graphs

Total Assets Over Time

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

$416,715$208,358$0200720132018YearValue
$387,862Latest year 2018

Participants Over Time

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

630200720132018YearValue
1Latest year 2018

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
201811$387,862$40,160$40,160iApproximate average salary by contribution assumption: employee only about $1,004,000 at 4% or $669,333 at 6%; with 50% employer match about $669,333 at 4% or $446,222 at 6%; with 100% employer match about $502,000 at 4% or $334,667 at 6%.
James M. Wesolowski, CPA, P.A. 401(K) Ps Plan-1$387,862$40,160$40,160iApproximate average salary by contribution assumption: employee only about $1,004,000 at 4% or $669,333 at 6%; with 50% employer match about $669,333 at 4% or $446,222 at 6%; with 100% employer match about $502,000 at 4% or $334,667 at 6%.
201712$416,715$41,897$20,949iApproximate average salary by contribution assumption: employee only about $523,713 at 4% or $349,142 at 6%; with 50% employer match about $349,142 at 4% or $232,761 at 6%; with 100% employer match about $261,856 at 4% or $174,571 at 6%.
James M. Wesolowski, CPA, P.A. 401(K) Ps Plan-2$416,715$41,897$20,949iApproximate average salary by contribution assumption: employee only about $523,713 at 4% or $349,142 at 6%; with 50% employer match about $349,142 at 4% or $232,761 at 6%; with 100% employer match about $261,856 at 4% or $174,571 at 6%.
201612$334,960$43,798$21,899iApproximate average salary by contribution assumption: employee only about $547,475 at 4% or $364,983 at 6%; with 50% employer match about $364,983 at 4% or $243,322 at 6%; with 100% employer match about $273,738 at 4% or $182,492 at 6%.
James M. Wesolowski, CPA, P.A. 401(K) Ps Plan-2$334,960$43,798$21,899iApproximate average salary by contribution assumption: employee only about $547,475 at 4% or $364,983 at 6%; with 50% employer match about $364,983 at 4% or $243,322 at 6%; with 100% employer match about $273,738 at 4% or $182,492 at 6%.
201513$281,370$27,758$9,253iApproximate average salary by contribution assumption: employee only about $231,317 at 4% or $154,211 at 6%; with 50% employer match about $154,211 at 4% or $102,807 at 6%; with 100% employer match about $115,658 at 4% or $77,106 at 6%.
James M. Wesolowski, CPA, P.A. 401(K) Ps Plan-3$281,370$27,758$9,253iApproximate average salary by contribution assumption: employee only about $231,317 at 4% or $154,211 at 6%; with 50% employer match about $154,211 at 4% or $102,807 at 6%; with 100% employer match about $115,658 at 4% or $77,106 at 6%.
201423$265,805$25,774$8,591iApproximate average salary by contribution assumption: employee only about $214,783 at 4% or $143,189 at 6%; with 50% employer match about $143,189 at 4% or $95,459 at 6%; with 100% employer match about $107,392 at 4% or $71,594 at 6%.
James M. Wesolowski, CPA, P.A. 401(K) Ps Plan-3$265,805$25,774$8,591iApproximate average salary by contribution assumption: employee only about $214,783 at 4% or $143,189 at 6%; with 50% employer match about $143,189 at 4% or $95,459 at 6%; with 100% employer match about $107,392 at 4% or $71,594 at 6%.
JAMES M. WESOLOWSKI, CPA, P. A. PROFIT SHARING PLAN-0$0--
201323$247,521$29,769$9,923iApproximate average salary by contribution assumption: employee only about $248,075 at 4% or $165,383 at 6%; with 50% employer match about $165,383 at 4% or $110,256 at 6%; with 100% employer match about $124,038 at 4% or $82,692 at 6%.
James M. Wesolowski, CPA, P.A. 401(K) Ps Plan-3$230,816$26,740$8,913iApproximate average salary by contribution assumption: employee only about $222,833 at 4% or $148,556 at 6%; with 50% employer match about $148,556 at 4% or $99,037 at 6%; with 100% employer match about $111,417 at 4% or $74,278 at 6%.
JAMES M. WESOLOWSKI, CPA, P.A. PROFIT SHARING PLAN-1$16,705$3,029$3,029iApproximate average salary by contribution assumption: employee only about $75,725 at 4% or $50,483 at 6%; with 50% employer match about $50,483 at 4% or $33,656 at 6%; with 100% employer match about $37,863 at 4% or $25,242 at 6%.
201223$188,783$28,673$9,558iApproximate average salary by contribution assumption: employee only about $238,942 at 4% or $159,294 at 6%; with 50% employer match about $159,294 at 4% or $106,196 at 6%; with 100% employer match about $119,471 at 4% or $79,647 at 6%.
James M. Wesolowski, CPA, P.A. 401(K) Ps Plan-3$177,560$26,359$8,786iApproximate average salary by contribution assumption: employee only about $219,658 at 4% or $146,439 at 6%; with 50% employer match about $146,439 at 4% or $97,626 at 6%; with 100% employer match about $109,829 at 4% or $73,219 at 6%.
JAMES M. WESOLOWSKI, CPA, P.A. PROFIT SHARING PLAN-1$11,223$2,314$2,314iApproximate average salary by contribution assumption: employee only about $57,850 at 4% or $38,567 at 6%; with 50% employer match about $38,567 at 4% or $25,711 at 6%; with 100% employer match about $28,925 at 4% or $19,283 at 6%.
201123$140,164$33,662$11,221iApproximate average salary by contribution assumption: employee only about $280,517 at 4% or $187,011 at 6%; with 50% employer match about $187,011 at 4% or $124,674 at 6%; with 100% employer match about $140,258 at 4% or $93,506 at 6%.
James M. Wesolowski, CPA, P.A. 401(K) Ps Plan-3$132,221$25,911$8,637iApproximate average salary by contribution assumption: employee only about $215,925 at 4% or $143,950 at 6%; with 50% employer match about $143,950 at 4% or $95,967 at 6%; with 100% employer match about $107,963 at 4% or $71,975 at 6%.
JAMES M. WESOLOWSKI, CPA, P.A. PROFIT SHARING PLAN-1$7,943$7,751$7,751iApproximate average salary by contribution assumption: employee only about $193,775 at 4% or $129,183 at 6%; with 50% employer match about $129,183 at 4% or $86,122 at 6%; with 100% employer match about $96,888 at 4% or $64,592 at 6%.
201015$121,053$27,707$5,541iApproximate average salary by contribution assumption: employee only about $138,535 at 4% or $92,357 at 6%; with 50% employer match about $92,357 at 4% or $61,571 at 6%; with 100% employer match about $69,268 at 4% or $46,178 at 6%.
James M. Wesolowski, CPA, P.A. 401(K) Ps Plan-5$121,053$27,707$5,541iApproximate average salary by contribution assumption: employee only about $138,535 at 4% or $92,357 at 6%; with 50% employer match about $92,357 at 4% or $61,571 at 6%; with 100% employer match about $69,268 at 4% or $46,178 at 6%.
200916$83,995$29,385$4,898iApproximate average salary by contribution assumption: employee only about $122,438 at 4% or $81,625 at 6%; with 50% employer match about $81,625 at 4% or $54,417 at 6%; with 100% employer match about $61,219 at 4% or $40,813 at 6%.
James M. Wesolowski, CPA, P.A. 401(K) Ps Plan-6$83,995$29,385$4,898iApproximate average salary by contribution assumption: employee only about $122,438 at 4% or $81,625 at 6%; with 50% employer match about $81,625 at 4% or $54,417 at 6%; with 100% employer match about $61,219 at 4% or $40,813 at 6%.
200815$39,606$27,113$5,423iApproximate average salary by contribution assumption: employee only about $135,565 at 4% or $90,377 at 6%; with 50% employer match about $90,377 at 4% or $60,251 at 6%; with 100% employer match about $67,783 at 4% or $45,188 at 6%.
James M. Wesolowski, CPA, P.A. 401(K) Ps Plan-5$39,606$27,113$5,423iApproximate average salary by contribution assumption: employee only about $135,565 at 4% or $90,377 at 6%; with 50% employer match about $90,377 at 4% or $60,251 at 6%; with 100% employer match about $67,783 at 4% or $45,188 at 6%.
200716$25,889$26,075$4,346iApproximate average salary by contribution assumption: employee only about $108,646 at 4% or $72,431 at 6%; with 50% employer match about $72,431 at 4% or $48,287 at 6%; with 100% employer match about $54,323 at 4% or $36,215 at 6%.
James M. Wesolowski, CPA, P.A. 401(K) Ps Plan-6$25,889$26,075$4,346iApproximate average salary by contribution assumption: employee only about $108,646 at 4% or $72,431 at 6%; with 50% employer match about $72,431 at 4% or $48,287 at 6%; with 100% employer match about $54,323 at 4% or $36,215 at 6%.