Civic Intelligence

Stephen H. Waks Inc.

Plan context: Stephen H. Waks Inc. Profit-Sharing Plan

EIN 94-2674688 • 13 filings • 3 plans

Current Snapshot

Latest Year

2008

2008 Participants

2

2008 Assets

$2,529,178

2008 Contributions

$235,154

Historical Graphs

Total Assets Over Time

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

$2,614,085$1,307,043$0199920042008YearValue
$2,529,178Latest year 2008

Participants Over Time

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

210199920042008YearValue
2Latest year 2008

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
200822$2,529,178$235,154$117,577iApproximate average salary by contribution assumption: employee only about $2,939,425 at 4% or $1,959,617 at 6%; with 50% employer match about $1,959,617 at 4% or $1,306,411 at 6%; with 100% employer match about $1,469,713 at 4% or $979,808 at 6%.
Stephen H. Waks Inc. Profit-Sharing Plan-2$1,861,708--
STEPHEN H. WAKS, INC. DEFINED BENEFIT PLAN-2$667,470$235,154$117,577iApproximate average salary by contribution assumption: employee only about $2,939,425 at 4% or $1,959,617 at 6%; with 50% employer match about $1,959,617 at 4% or $1,306,411 at 6%; with 100% employer match about $1,469,713 at 4% or $979,808 at 6%.
200722$0$0-
STEPHEN H. WAKS, INC. DEFINED BENEFIT PLAN-2---
Stephen H. Waks Inc. Profit-Sharing Plan-2---
200622$2,614,085$256,886$128,443iApproximate average salary by contribution assumption: employee only about $3,211,075 at 4% or $2,140,717 at 6%; with 50% employer match about $2,140,717 at 4% or $1,427,144 at 6%; with 100% employer match about $1,605,538 at 4% or $1,070,358 at 6%.
Stephen H. Waks Inc. Profit-Sharing Plan-2$2,412,418$55,240$27,620iApproximate average salary by contribution assumption: employee only about $690,500 at 4% or $460,333 at 6%; with 50% employer match about $460,333 at 4% or $306,889 at 6%; with 100% employer match about $345,250 at 4% or $230,167 at 6%.
STEPHEN H. WAKS, INC. DEFINED BENEFIT PLAN-2$201,667$201,646$100,823iApproximate average salary by contribution assumption: employee only about $2,520,575 at 4% or $1,680,383 at 6%; with 50% employer match about $1,680,383 at 4% or $1,120,256 at 6%; with 100% employer match about $1,260,288 at 4% or $840,192 at 6%.
200512$2,075,267$45,000$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
Stephen H. Waks Inc. Profit-Sharing Plan-2$2,075,267$45,000$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
200412$1,870,121$53,000$26,500iApproximate average salary by contribution assumption: employee only about $662,500 at 4% or $441,667 at 6%; with 50% employer match about $441,667 at 4% or $294,444 at 6%; with 100% employer match about $331,250 at 4% or $220,833 at 6%.
Stephen H. Waks Inc. Profit-Sharing Plan-2$1,870,121$53,000$26,500iApproximate average salary by contribution assumption: employee only about $662,500 at 4% or $441,667 at 6%; with 50% employer match about $441,667 at 4% or $294,444 at 6%; with 100% employer match about $331,250 at 4% or $220,833 at 6%.
200312$1,589,912$52,000$26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%.
Stephen H. Waks Inc. Profit-Sharing Plan-2$1,589,912$52,000$26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%.
200212$1,230,568$43,000$21,500iApproximate average salary by contribution assumption: employee only about $537,500 at 4% or $358,333 at 6%; with 50% employer match about $358,333 at 4% or $238,889 at 6%; with 100% employer match about $268,750 at 4% or $179,167 at 6%.
Stephen H. Waks Inc. Profit-Sharing Plan-2$1,230,568$43,000$21,500iApproximate average salary by contribution assumption: employee only about $537,500 at 4% or $358,333 at 6%; with 50% employer match about $358,333 at 4% or $238,889 at 6%; with 100% employer match about $268,750 at 4% or $179,167 at 6%.
200112$0$0-
Stephen H. Waks Inc. Profit-Sharing Plan-2---
200012$1,208,062$27,300$13,650iApproximate average salary by contribution assumption: employee only about $341,250 at 4% or $227,500 at 6%; with 50% employer match about $227,500 at 4% or $151,667 at 6%; with 100% employer match about $170,625 at 4% or $113,750 at 6%.
Stephen H. Waks Inc. Profit-Sharing Plan-2$1,208,062$27,300$13,650iApproximate average salary by contribution assumption: employee only about $341,250 at 4% or $227,500 at 6%; with 50% employer match about $227,500 at 4% or $151,667 at 6%; with 100% employer match about $170,625 at 4% or $113,750 at 6%.
199912$1,112,337$25,800$12,900iApproximate average salary by contribution assumption: employee only about $322,500 at 4% or $215,000 at 6%; with 50% employer match about $215,000 at 4% or $143,333 at 6%; with 100% employer match about $161,250 at 4% or $107,500 at 6%.
Stephen H. Waks Inc. Profit-Sharing Plan-2$1,112,337$25,800$12,900iApproximate average salary by contribution assumption: employee only about $322,500 at 4% or $215,000 at 6%; with 50% employer match about $215,000 at 4% or $143,333 at 6%; with 100% employer match about $161,250 at 4% or $107,500 at 6%.