Weissman & Carlson CPA'S PC
Plan context: Weissman & Carlson CPA'S 401(K) Plan
EIN 85-0448179 • Santa Fe, NM • 5 filings • 2 plans
Current Snapshot
Latest Year
2016
2016 Participants
2
2016 Assets
$627,829
2016 Contributions
$21,000
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2016 | 1 | 0 | $0 | $21,000 | - |
| Weissman & Carlson CPA'S 401(K) Plan | - | 0 | $0 | $21,000 | - |
| 2015 | 1 | 2 | $627,829 | $161,932 | $80,966iApproximate average salary by contribution assumption: employee only about $2,024,150 at 4% or $1,349,433 at 6%; with 50% employer match about $1,349,433 at 4% or $899,622 at 6%; with 100% employer match about $1,012,075 at 4% or $674,717 at 6%. |
| Weissman & Carlson CPA'S 401(K) Plan | - | 2 | $627,829 | $161,932 | $80,966iApproximate average salary by contribution assumption: employee only about $2,024,150 at 4% or $1,349,433 at 6%; with 50% employer match about $1,349,433 at 4% or $899,622 at 6%; with 100% employer match about $1,012,075 at 4% or $674,717 at 6%. |
| 2014 | 1 | 2 | $473,223 | $46,019 | $23,010iApproximate average salary by contribution assumption: employee only about $575,238 at 4% or $383,492 at 6%; with 50% employer match about $383,492 at 4% or $255,661 at 6%; with 100% employer match about $287,619 at 4% or $191,746 at 6%. |
| Weissman & Carlson CPA'S 401(K) Plan | - | 2 | $473,223 | $46,019 | $23,010iApproximate average salary by contribution assumption: employee only about $575,238 at 4% or $383,492 at 6%; with 50% employer match about $383,492 at 4% or $255,661 at 6%; with 100% employer match about $287,619 at 4% or $191,746 at 6%. |
| 2013 | 1 | 2 | $405,046 | $47,600 | $23,800iApproximate average salary by contribution assumption: employee only about $595,000 at 4% or $396,667 at 6%; with 50% employer match about $396,667 at 4% or $264,444 at 6%; with 100% employer match about $297,500 at 4% or $198,333 at 6%. |
| Weissman & Carlson CPA'S 401(K) Plan | - | 2 | $405,046 | $47,600 | $23,800iApproximate average salary by contribution assumption: employee only about $595,000 at 4% or $396,667 at 6%; with 50% employer match about $396,667 at 4% or $264,444 at 6%; with 100% employer match about $297,500 at 4% or $198,333 at 6%. |
| 2012 | 1 | 2 | $336,021 | $46,200 | $23,100iApproximate average salary by contribution assumption: employee only about $577,500 at 4% or $385,000 at 6%; with 50% employer match about $385,000 at 4% or $256,667 at 6%; with 100% employer match about $288,750 at 4% or $192,500 at 6%. |
| Weissman & Carlson CPA'S 401(K) Plan | - | 2 | $336,021 | $46,200 | $23,100iApproximate average salary by contribution assumption: employee only about $577,500 at 4% or $385,000 at 6%; with 50% employer match about $385,000 at 4% or $256,667 at 6%; with 100% employer match about $288,750 at 4% or $192,500 at 6%. |