Civic Intelligence

Ebert Wolfe & Co.

Plan context: Ebert Wolfe & Co. Defined Benefit Pension Plan

EIN 86-0603326 • Scottsdale, AZ • 25 filings • 2 plans

9711 E. Mountainview Rd. Ste. 2512Scottsdale, AZ 85258
Current Snapshot

Latest Year

2023

2023 Participants

2

2023 Assets

$1,178,291

2023 Contributions

$4,068

Historical Graphs

Total Assets Over Time

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

$1,340,534$670,267$0201120172023YearValue
$1,178,291Latest year 2023

Participants Over Time

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

630201120172023YearValue
2Latest 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
202312$1,178,291$0-
Ebert Wolfe & Co. Defined Benefit Pension Plan-2$1,178,291$0-
202224$1,084,505$0-
Ebert Wolfe & Co. Defined Benefit Pension Plan-4$1,084,505$0-
Ebert Wolfe & Co. Profit Sharing Plan-0$0$0-
202124$1,340,534$0-
Ebert Wolfe & Co. Defined Benefit Pension Plan-4$1,317,499--
Ebert Wolfe & Co. Profit Sharing Plan-1$23,035$0-
202024$1,270,427$4,068$1,017iApproximate average salary by contribution assumption: employee only about $25,425 at 4% or $16,950 at 6%; with 50% employer match about $16,950 at 4% or $11,300 at 6%; with 100% employer match about $12,713 at 4% or $8,475 at 6%.
Ebert Wolfe & Co. Defined Benefit Pension Plan-4$1,218,577--
Ebert Wolfe & Co. Profit Sharing Plan-3$51,850$4,068$1,356iApproximate average salary by contribution assumption: employee only about $33,900 at 4% or $22,600 at 6%; with 50% employer match about $22,600 at 4% or $15,067 at 6%; with 100% employer match about $16,950 at 4% or $11,300 at 6%.
201924$1,302,422$40,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Ebert Wolfe & Co. Defined Benefit Pension Plan-4$1,249,383$34,142$8,536iApproximate average salary by contribution assumption: employee only about $213,388 at 4% or $142,258 at 6%; with 50% employer match about $142,258 at 4% or $94,839 at 6%; with 100% employer match about $106,694 at 4% or $71,129 at 6%.
Ebert Wolfe & Co. Profit Sharing Plan-3$53,039$5,858$1,953iApproximate average salary by contribution assumption: employee only about $48,817 at 4% or $32,544 at 6%; with 50% employer match about $32,544 at 4% or $21,696 at 6%; with 100% employer match about $24,408 at 4% or $16,272 at 6%.
201824$1,104,706$45,512$11,378iApproximate average salary by contribution assumption: employee only about $284,450 at 4% or $189,633 at 6%; with 50% employer match about $189,633 at 4% or $126,422 at 6%; with 100% employer match about $142,225 at 4% or $94,817 at 6%.
Ebert Wolfe & Co. Defined Benefit Pension Plan-4$1,059,682$40,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Ebert Wolfe & Co. Profit Sharing Plan-4$45,024$5,512$1,378iApproximate average salary by contribution assumption: employee only about $34,450 at 4% or $22,967 at 6%; with 50% employer match about $22,967 at 4% or $15,311 at 6%; with 100% employer match about $17,225 at 4% or $11,483 at 6%.
201725$1,124,217$0-
Ebert Wolfe & Co. Defined Benefit Pension Plan-4$1,083,133--
Ebert Wolfe & Co. Profit Sharing Plan-5$41,084--
201625$1,000,004$70,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.
Ebert Wolfe & Co. Defined Benefit Pension Plan-5$961,184$62,097$12,419iApproximate average salary by contribution assumption: employee only about $310,485 at 4% or $206,990 at 6%; with 50% employer match about $206,990 at 4% or $137,993 at 6%; with 100% employer match about $155,243 at 4% or $103,495 at 6%.
Ebert Wolfe & Co. Profit Sharing Plan-5$38,820$7,903$1,581iApproximate average salary by contribution assumption: employee only about $39,515 at 4% or $26,343 at 6%; with 50% employer match about $26,343 at 4% or $17,562 at 6%; with 100% employer match about $19,758 at 4% or $13,172 at 6%.
201526$862,375$100,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
Ebert Wolfe & Co. Defined Benefit Pension Plan-6$824,677$92,937$15,490iApproximate average salary by contribution assumption: employee only about $387,238 at 4% or $258,158 at 6%; with 50% employer match about $258,158 at 4% or $172,106 at 6%; with 100% employer match about $193,619 at 4% or $129,079 at 6%.
Ebert Wolfe & Co. Profit Sharing Plan-6$37,698$7,063$1,177iApproximate average salary by contribution assumption: employee only about $29,429 at 4% or $19,619 at 6%; with 50% employer match about $19,619 at 4% or $13,080 at 6%; with 100% employer match about $14,715 at 4% or $9,810 at 6%.
201425$822,304$60,001$12,000iApproximate average salary by contribution assumption: employee only about $300,005 at 4% or $200,003 at 6%; with 50% employer match about $200,003 at 4% or $133,336 at 6%; with 100% employer match about $150,003 at 4% or $100,002 at 6%.
Ebert Wolfe & Co. Defined Benefit Pension Plan-5$789,340$51,288$10,258iApproximate average salary by contribution assumption: employee only about $256,440 at 4% or $170,960 at 6%; with 50% employer match about $170,960 at 4% or $113,973 at 6%; with 100% employer match about $128,220 at 4% or $85,480 at 6%.
Ebert Wolfe & Co. Profit Sharing Plan-5$32,964$8,713$1,743iApproximate average salary by contribution assumption: employee only about $43,565 at 4% or $29,043 at 6%; with 50% employer match about $29,043 at 4% or $19,362 at 6%; with 100% employer match about $21,783 at 4% or $14,522 at 6%.
201324$755,952$285,535$71,384iApproximate average salary by contribution assumption: employee only about $1,784,594 at 4% or $1,189,729 at 6%; with 50% employer match about $1,189,729 at 4% or $793,153 at 6%; with 100% employer match about $892,297 at 4% or $594,865 at 6%.
Ebert Wolfe & Co. Defined Benefit Pension Plan-4$730,544$275,000$68,750iApproximate average salary by contribution assumption: employee only about $1,718,750 at 4% or $1,145,833 at 6%; with 50% employer match about $1,145,833 at 4% or $763,889 at 6%; with 100% employer match about $859,375 at 4% or $572,917 at 6%.
Ebert Wolfe & Co. Profit Sharing Plan-4$25,408$10,535$2,634iApproximate average salary by contribution assumption: employee only about $65,844 at 4% or $43,896 at 6%; with 50% employer match about $43,896 at 4% or $29,264 at 6%; with 100% employer match about $32,922 at 4% or $21,948 at 6%.
201224$439,547$232,891$58,223iApproximate average salary by contribution assumption: employee only about $1,455,569 at 4% or $970,379 at 6%; with 50% employer match about $970,379 at 4% or $646,919 at 6%; with 100% employer match about $727,784 at 4% or $485,190 at 6%.
Ebert Wolfe & Co. Defined Benefit Pension Plan-4$424,675$225,000$56,250iApproximate average salary by contribution assumption: employee only about $1,406,250 at 4% or $937,500 at 6%; with 50% employer match about $937,500 at 4% or $625,000 at 6%; with 100% employer match about $703,125 at 4% or $468,750 at 6%.
Ebert Wolfe & Co. Profit Sharing Plan-4$14,872$7,891$1,973iApproximate average salary by contribution assumption: employee only about $49,319 at 4% or $32,879 at 6%; with 50% employer match about $32,879 at 4% or $21,919 at 6%; with 100% employer match about $24,659 at 4% or $16,440 at 6%.
201124$195,288$195,288$48,822iApproximate average salary by contribution assumption: employee only about $1,220,550 at 4% or $813,700 at 6%; with 50% employer match about $813,700 at 4% or $542,467 at 6%; with 100% employer match about $610,275 at 4% or $406,850 at 6%.
Ebert Wolfe & Co. Defined Benefit Pension Plan-4$188,308$188,308$47,077iApproximate average salary by contribution assumption: employee only about $1,176,925 at 4% or $784,617 at 6%; with 50% employer match about $784,617 at 4% or $523,078 at 6%; with 100% employer match about $588,463 at 4% or $392,308 at 6%.
Ebert Wolfe & Co. Profit Sharing Plan-4$6,980$6,980$1,745iApproximate average salary by contribution assumption: employee only about $43,625 at 4% or $29,083 at 6%; with 50% employer match about $29,083 at 4% or $19,389 at 6%; with 100% employer match about $21,813 at 4% or $14,542 at 6%.