Civic Intelligence

David S. Wachtel, Ph.D. & Associates PC.

Plan context: David S. Wachtel, Ph.D. & Associates PC. Profit Sharing Plan

EIN 76-0105100 • Houston, TX • 21 filings • 4 plans

5252 Westchester, Suite 105Houston, TX 77005
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$2,275,130

2024 Contributions

$5,750

Historical Graphs

Total Assets Over Time

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

$2,282,714$1,141,357$0199920152023YearValue
$2,275,130Latest year 2023

Participants Over Time

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

320199920152023YearValue
3Latest year 2023

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
202410$0$0-
David S. Wachtel, Ph.D. & Associates PC. Profit Sharing Plan-0$0--
202313$2,275,130$0-
David S. Wachtel, Ph.D. & Associates PC. Profit Sharing Plan-3$2,275,130--
202213$1,850,106$0-
David S. Wachtel, Ph.D. & Associates PC. Profit Sharing Plan-3$1,850,106$0-
202113$2,282,714$0-
David S. Wachtel, Ph.D. & Associates PC. Profit Sharing Plan-3$2,282,714$0-
202013$1,866,234$0-
David S. Wachtel, Ph.D. & Associates PC. Profit Sharing Plan-3$1,866,234$0-
201913$1,790,148$0-
David S. Wachtel, Ph.D. & Associates PC. Profit Sharing Plan-3$1,790,148$0-
201813$1,488,227$0-
David S. Wachtel, Ph.D. & Associates PC. Profit Sharing Plan-3$1,488,227$0-
201713$1,573,693$0-
David S. Wachtel, Ph.D. & Associates PC. Profit Sharing Plan-3$1,573,693$0-
201613$1,352,164$0-
David S. Wachtel, Ph.D. & Associates PC. Profit Sharing Plan-3$1,352,164$0-
201513$1,242,732$0-
David S. Wachtel, Ph.D. & Associates PC. Profit Sharing Plan-3$1,242,732$0-
201413$1,296,007$5,750$1,917iApproximate average salary by contribution assumption: employee only about $47,917 at 4% or $31,944 at 6%; with 50% employer match about $31,944 at 4% or $21,296 at 6%; with 100% employer match about $23,958 at 4% or $15,972 at 6%.
David S. Wachtel, Ph.D. & Associates PC. Profit Sharing Plan-3$1,296,007$5,750$1,917iApproximate average salary by contribution assumption: employee only about $47,917 at 4% or $31,944 at 6%; with 50% employer match about $31,944 at 4% or $21,296 at 6%; with 100% employer match about $23,958 at 4% or $15,972 at 6%.
201312$1,206,266$0-
David S. Wachtel, Ph.D. & Associates PC. Profit Sharing Plan-2$1,206,266$0-
201212$985,347$0-
David S. Wachtel, Ph.D. & Associates PC. Profit Sharing Plan-2$985,347$0-
201112$921,453$0-
David S. Wachtel, Ph.D. & Associates PC. Profit Sharing Plan-2$921,453$0-
201012$969,747$0-
David S. Wachtel, Ph.D. & Associates PC. Profit Sharing Plan-2$969,747$0-
200912$902,688$0-
David S. Wachtel, Ph.D. & Associates PC. Profit Sharing Plan-2$902,688$0-
200812$756,228$42,000$21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%.
David S. Wachtel, Ph.D. & Associates PC. Profit Sharing Plan-2$756,228$42,000$21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%.
200021$652,814$30,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
David S. Wachtel, Ph.D. & Associates PC. Profit Sharing Plan-1$377,084$14,950$14,950iApproximate average salary by contribution assumption: employee only about $373,750 at 4% or $249,167 at 6%; with 50% employer match about $249,167 at 4% or $166,111 at 6%; with 100% employer match about $186,875 at 4% or $124,583 at 6%.
David S. Wachtel, Ph.D. & Associates PC. Money Purchase Pension Plan-1$275,730$15,050$15,050iApproximate average salary by contribution assumption: employee only about $376,250 at 4% or $250,833 at 6%; with 50% employer match about $250,833 at 4% or $167,222 at 6%; with 100% employer match about $188,125 at 4% or $125,417 at 6%.
199921$688,404$30,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
David S. Wachtel, Ph.D. & Associates PC. Profit Sharing Plan-1$417,963$15,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
David S. Wachtel, Ph.D. & Associates PC. Money Purchase Pension Plan-1$270,441$15,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.