Civic Intelligence

Wertheimer Dress & Co., Cpas LLP

Plan context: Wertheimer Dress & Co., Cpas LLP 401K Profit Sharing Plan

EIN 94-3130359 • San Francisco, CA • 26 filings • 3 plans

301 Battery Street, 2 MezzanineSan Francisco, CA 94111
Current Snapshot

Latest Year

2019

2019 Participants

1

2019 Assets

$166,028

2019 Contributions

$61,000

Historical Graphs

Total Assets Over Time

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

$3,821,532$1,910,766$0199920102018YearValue
$166,028Latest year 2018

Participants Over Time

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

1580199920092018YearValue
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
201910$0$0-
Wertheimer Dress & Co., Cpas LLP 401K Profit Sharing Plan-0$0--
201811$166,028$61,000$61,000iApproximate average salary by contribution assumption: employee only about $1,525,000 at 4% or $1,016,667 at 6%; with 50% employer match about $1,016,667 at 4% or $677,778 at 6%; with 100% employer match about $762,500 at 4% or $508,333 at 6%.
Wertheimer Dress & Co., Cpas LLP 401K Profit Sharing Plan-1$166,028$61,000$61,000iApproximate average salary by contribution assumption: employee only about $1,525,000 at 4% or $1,016,667 at 6%; with 50% employer match about $1,016,667 at 4% or $677,778 at 6%; with 100% employer match about $762,500 at 4% or $508,333 at 6%.
2017110$3,821,532$203,319$20,332iApproximate average salary by contribution assumption: employee only about $508,298 at 4% or $338,865 at 6%; with 50% employer match about $338,865 at 4% or $225,910 at 6%; with 100% employer match about $254,149 at 4% or $169,433 at 6%.
Wertheimer Dress & Co., Cpas LLP 401K Profit Sharing Plan-10$3,821,532$203,319$20,332iApproximate average salary by contribution assumption: employee only about $508,298 at 4% or $338,865 at 6%; with 50% employer match about $338,865 at 4% or $225,910 at 6%; with 100% employer match about $254,149 at 4% or $169,433 at 6%.
2016110$2,981,428$183,550$18,355iApproximate average salary by contribution assumption: employee only about $458,875 at 4% or $305,917 at 6%; with 50% employer match about $305,917 at 4% or $203,944 at 6%; with 100% employer match about $229,438 at 4% or $152,958 at 6%.
Wertheimer Dress & Co., Cpas LLP 401K Profit Sharing Plan-10$2,981,428$183,550$18,355iApproximate average salary by contribution assumption: employee only about $458,875 at 4% or $305,917 at 6%; with 50% employer match about $305,917 at 4% or $203,944 at 6%; with 100% employer match about $229,438 at 4% or $152,958 at 6%.
2015115$2,794,835$251,379$16,759iApproximate average salary by contribution assumption: employee only about $418,965 at 4% or $279,310 at 6%; with 50% employer match about $279,310 at 4% or $186,207 at 6%; with 100% employer match about $209,482 at 4% or $139,655 at 6%.
Wertheimer Dress & Co., Cpas LLP 401K Profit Sharing Plan-15$2,794,835$251,379$16,759iApproximate average salary by contribution assumption: employee only about $418,965 at 4% or $279,310 at 6%; with 50% employer match about $279,310 at 4% or $186,207 at 6%; with 100% employer match about $209,482 at 4% or $139,655 at 6%.
2014115$2,599,332$221,296$14,753iApproximate average salary by contribution assumption: employee only about $368,827 at 4% or $245,884 at 6%; with 50% employer match about $245,884 at 4% or $163,923 at 6%; with 100% employer match about $184,413 at 4% or $122,942 at 6%.
Wertheimer Dress & Co., Cpas LLP 401K Profit Sharing Plan-15$2,599,332$221,296$14,753iApproximate average salary by contribution assumption: employee only about $368,827 at 4% or $245,884 at 6%; with 50% employer match about $245,884 at 4% or $163,923 at 6%; with 100% employer match about $184,413 at 4% or $122,942 at 6%.
2013113$2,204,105$168,621$12,971iApproximate average salary by contribution assumption: employee only about $324,271 at 4% or $216,181 at 6%; with 50% employer match about $216,181 at 4% or $144,121 at 6%; with 100% employer match about $162,136 at 4% or $108,090 at 6%.
Wertheimer Dress & Co., Cpas LLP 401K Profit Sharing Plan-13$2,204,105$168,621$12,971iApproximate average salary by contribution assumption: employee only about $324,271 at 4% or $216,181 at 6%; with 50% employer match about $216,181 at 4% or $144,121 at 6%; with 100% employer match about $162,136 at 4% or $108,090 at 6%.
2012110$1,673,314$189,715$18,972iApproximate average salary by contribution assumption: employee only about $474,288 at 4% or $316,192 at 6%; with 50% employer match about $316,192 at 4% or $210,794 at 6%; with 100% employer match about $237,144 at 4% or $158,096 at 6%.
Wertheimer Dress & Co., Cpas LLP 401K Profit Sharing Plan-10$1,673,314$189,715$18,972iApproximate average salary by contribution assumption: employee only about $474,288 at 4% or $316,192 at 6%; with 50% employer match about $316,192 at 4% or $210,794 at 6%; with 100% employer match about $237,144 at 4% or $158,096 at 6%.
2011110$1,328,249$197,881$19,788iApproximate average salary by contribution assumption: employee only about $494,702 at 4% or $329,802 at 6%; with 50% employer match about $329,802 at 4% or $219,868 at 6%; with 100% employer match about $247,351 at 4% or $164,901 at 6%.
Wertheimer Dress & Co., Cpas LLP 401K Profit Sharing Plan-10$1,328,249$197,881$19,788iApproximate average salary by contribution assumption: employee only about $494,702 at 4% or $329,802 at 6%; with 50% employer match about $329,802 at 4% or $219,868 at 6%; with 100% employer match about $247,351 at 4% or $164,901 at 6%.
201019$1,356,855$149,111$16,568iApproximate average salary by contribution assumption: employee only about $414,197 at 4% or $276,131 at 6%; with 50% employer match about $276,131 at 4% or $184,088 at 6%; with 100% employer match about $207,099 at 4% or $138,066 at 6%.
Wertheimer Dress & Co., Cpas LLP 401K Profit Sharing Plan-9$1,356,855$149,111$16,568iApproximate average salary by contribution assumption: employee only about $414,197 at 4% or $276,131 at 6%; with 50% employer match about $276,131 at 4% or $184,088 at 6%; with 100% employer match about $207,099 at 4% or $138,066 at 6%.
2009111$1,300,296$130,727$11,884iApproximate average salary by contribution assumption: employee only about $297,107 at 4% or $198,071 at 6%; with 50% employer match about $198,071 at 4% or $132,047 at 6%; with 100% employer match about $148,553 at 4% or $99,036 at 6%.
Wertheimer Dress & Co., Cpas LLP 401K Profit Sharing Plan-11$1,300,296$130,727$11,884iApproximate average salary by contribution assumption: employee only about $297,107 at 4% or $198,071 at 6%; with 50% employer match about $198,071 at 4% or $132,047 at 6%; with 100% employer match about $148,553 at 4% or $99,036 at 6%.
200818$979,329$111,249$13,906iApproximate average salary by contribution assumption: employee only about $347,653 at 4% or $231,769 at 6%; with 50% employer match about $231,769 at 4% or $154,513 at 6%; with 100% employer match about $173,827 at 4% or $115,884 at 6%.
Wertheimer Dress & Co., Cpas LLP 401K Profit Sharing Plan-8$979,329$111,249$13,906iApproximate average salary by contribution assumption: employee only about $347,653 at 4% or $231,769 at 6%; with 50% employer match about $231,769 at 4% or $154,513 at 6%; with 100% employer match about $173,827 at 4% or $115,884 at 6%.
200717$0$0-
Wertheimer Dress & Co., Cpas LLP 401K Profit Sharing Plan-7---
200616$1,099,927$120,865$20,144iApproximate average salary by contribution assumption: employee only about $503,604 at 4% or $335,736 at 6%; with 50% employer match about $335,736 at 4% or $223,824 at 6%; with 100% employer match about $251,802 at 4% or $167,868 at 6%.
Wertheimer Dress & Co., Cpas LLP 401K Profit Sharing Plan-6$1,099,927$120,865$20,144iApproximate average salary by contribution assumption: employee only about $503,604 at 4% or $335,736 at 6%; with 50% employer match about $335,736 at 4% or $223,824 at 6%; with 100% employer match about $251,802 at 4% or $167,868 at 6%.
200517$1,264,264$135,143$19,306iApproximate average salary by contribution assumption: employee only about $482,654 at 4% or $321,769 at 6%; with 50% employer match about $321,769 at 4% or $214,513 at 6%; with 100% employer match about $241,327 at 4% or $160,885 at 6%.
Wertheimer Dress & Co., Cpas LLP 401K Profit Sharing Plan-7$1,264,264$135,143$19,306iApproximate average salary by contribution assumption: employee only about $482,654 at 4% or $321,769 at 6%; with 50% employer match about $321,769 at 4% or $214,513 at 6%; with 100% employer match about $241,327 at 4% or $160,885 at 6%.
200418$1,091,425$101,504$12,688iApproximate average salary by contribution assumption: employee only about $317,200 at 4% or $211,467 at 6%; with 50% employer match about $211,467 at 4% or $140,978 at 6%; with 100% employer match about $158,600 at 4% or $105,733 at 6%.
Wertheimer Dress & Co., Cpas LLP 401K Profit Sharing Plan-8$1,091,425$101,504$12,688iApproximate average salary by contribution assumption: employee only about $317,200 at 4% or $211,467 at 6%; with 50% employer match about $211,467 at 4% or $140,978 at 6%; with 100% employer match about $158,600 at 4% or $105,733 at 6%.
200328$878,944$102,661$12,833iApproximate average salary by contribution assumption: employee only about $320,816 at 4% or $213,877 at 6%; with 50% employer match about $213,877 at 4% or $142,585 at 6%; with 100% employer match about $160,408 at 4% or $106,939 at 6%.
Wertheimer Dress & Co., Cpas LLP 401K Profit Sharing Plan-8$878,944$102,661$12,833iApproximate average salary by contribution assumption: employee only about $320,816 at 4% or $213,877 at 6%; with 50% employer match about $213,877 at 4% or $142,585 at 6%; with 100% employer match about $160,408 at 4% or $106,939 at 6%.
Wertheimer Dress & Co., Cpas LLP Money Purchase Pension Plan-0---
200227$585,830$78,446$11,207iApproximate average salary by contribution assumption: employee only about $280,164 at 4% or $186,776 at 6%; with 50% employer match about $186,776 at 4% or $124,517 at 6%; with 100% employer match about $140,082 at 4% or $93,388 at 6%.
Wertheimer Dress & Co., Cpas LLP 401K Profit Sharing Plan-7$523,608$63,176$9,025iApproximate average salary by contribution assumption: employee only about $225,629 at 4% or $150,419 at 6%; with 50% employer match about $150,419 at 4% or $100,279 at 6%; with 100% employer match about $112,814 at 4% or $75,210 at 6%.
Wertheimer Dress & Co., Cpas LLP Money Purchase Pension Plan-0$62,222$15,270-
200128$0$0-
Wertheimer Dress & Co., Cpas LLP 401K Profit Sharing Plan-8---
Wertheimer Dress & Co., Cpas LLP Money Purchase Pension Plan-8---
200028$0$0-
Wertheimer Dress & Co., Cpas LLP 401K Profit Sharing Plan-8---
Wertheimer Dress & Co., Cpas LLP Money Purchase Pension Plan-8---
199928$746,173$72,769$9,096iApproximate average salary by contribution assumption: employee only about $227,403 at 4% or $151,602 at 6%; with 50% employer match about $151,602 at 4% or $101,068 at 6%; with 100% employer match about $113,702 at 4% or $75,801 at 6%.
Wertheimer Dress & Co., Cpas LLP 401K Profit Sharing Plan-8$721,017$51,784$6,473iApproximate average salary by contribution assumption: employee only about $161,825 at 4% or $107,883 at 6%; with 50% employer match about $107,883 at 4% or $71,922 at 6%; with 100% employer match about $80,913 at 4% or $53,942 at 6%.
Wertheimer Dress & Co., Cpas LLP Money Purchase Pension Plan-8$25,156$20,985$2,623iApproximate average salary by contribution assumption: employee only about $65,578 at 4% or $43,719 at 6%; with 50% employer match about $43,719 at 4% or $29,146 at 6%; with 100% employer match about $32,789 at 4% or $21,859 at 6%.