Civic Intelligence

Weintraub Capital Management LLC

Plan context: Weintraub Capital Management Profit Sharing Plan

EIN 94-3325370 • Lafayette, CA • 26 filings • 3 plans

3527 Mt. Diablo Blvd., #322Lafayette, CA 94104-4602
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$4,924,756

2024 Contributions

$66,387

Historical Graphs

Total Assets Over Time

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

$7,140,139$3,570,070$0199920132024YearValue
$4,924,756Latest year 2024

Participants Over Time

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

1470199920122024YearValue
2Latest year 2024

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
202412$4,924,756$66,387$33,194iApproximate average salary by contribution assumption: employee only about $829,838 at 4% or $553,225 at 6%; with 50% employer match about $553,225 at 4% or $368,817 at 6%; with 100% employer match about $414,919 at 4% or $276,613 at 6%.
Weintraub Capital Management Profit Sharing Plan-2$4,924,756$66,387$33,194iApproximate average salary by contribution assumption: employee only about $829,838 at 4% or $553,225 at 6%; with 50% employer match about $553,225 at 4% or $368,817 at 6%; with 100% employer match about $414,919 at 4% or $276,613 at 6%.
202312$4,429,527$66,000$33,000iApproximate average salary by contribution assumption: employee only about $825,000 at 4% or $550,000 at 6%; with 50% employer match about $550,000 at 4% or $366,667 at 6%; with 100% employer match about $412,500 at 4% or $275,000 at 6%.
Weintraub Capital Management Profit Sharing Plan-2$4,429,527$66,000$33,000iApproximate average salary by contribution assumption: employee only about $825,000 at 4% or $550,000 at 6%; with 50% employer match about $550,000 at 4% or $366,667 at 6%; with 100% employer match about $412,500 at 4% or $275,000 at 6%.
202212$4,210,918$61,000$30,500iApproximate average salary by contribution assumption: employee only about $762,500 at 4% or $508,333 at 6%; with 50% employer match about $508,333 at 4% or $338,889 at 6%; with 100% employer match about $381,250 at 4% or $254,167 at 6%.
Weintraub Capital Management Profit Sharing Plan-2$4,210,918$61,000$30,500iApproximate average salary by contribution assumption: employee only about $762,500 at 4% or $508,333 at 6%; with 50% employer match about $508,333 at 4% or $338,889 at 6%; with 100% employer match about $381,250 at 4% or $254,167 at 6%.
202112$3,800,471$58,000$29,000iApproximate average salary by contribution assumption: employee only about $725,000 at 4% or $483,333 at 6%; with 50% employer match about $483,333 at 4% or $322,222 at 6%; with 100% employer match about $362,500 at 4% or $241,667 at 6%.
Weintraub Capital Management Profit Sharing Plan-2$3,800,471$58,000$29,000iApproximate average salary by contribution assumption: employee only about $725,000 at 4% or $483,333 at 6%; with 50% employer match about $483,333 at 4% or $322,222 at 6%; with 100% employer match about $362,500 at 4% or $241,667 at 6%.
202012$3,570,609$57,000$28,500iApproximate average salary by contribution assumption: employee only about $712,500 at 4% or $475,000 at 6%; with 50% employer match about $475,000 at 4% or $316,667 at 6%; with 100% employer match about $356,250 at 4% or $237,500 at 6%.
Weintraub Capital Management Profit Sharing Plan-2$3,570,609$57,000$28,500iApproximate average salary by contribution assumption: employee only about $712,500 at 4% or $475,000 at 6%; with 50% employer match about $475,000 at 4% or $316,667 at 6%; with 100% employer match about $356,250 at 4% or $237,500 at 6%.
201912$2,648,755$56,000$28,000iApproximate average salary by contribution assumption: employee only about $700,000 at 4% or $466,667 at 6%; with 50% employer match about $466,667 at 4% or $311,111 at 6%; with 100% employer match about $350,000 at 4% or $233,333 at 6%.
Weintraub Capital Management Profit Sharing Plan-2$2,648,755$56,000$28,000iApproximate average salary by contribution assumption: employee only about $700,000 at 4% or $466,667 at 6%; with 50% employer match about $466,667 at 4% or $311,111 at 6%; with 100% employer match about $350,000 at 4% or $233,333 at 6%.
201812$2,697,389$55,000$27,500iApproximate average salary by contribution assumption: employee only about $687,500 at 4% or $458,333 at 6%; with 50% employer match about $458,333 at 4% or $305,556 at 6%; with 100% employer match about $343,750 at 4% or $229,167 at 6%.
Weintraub Capital Management Profit Sharing Plan-2$2,697,389$55,000$27,500iApproximate average salary by contribution assumption: employee only about $687,500 at 4% or $458,333 at 6%; with 50% employer match about $458,333 at 4% or $305,556 at 6%; with 100% employer match about $343,750 at 4% or $229,167 at 6%.
201712$2,680,669$54,000$27,000iApproximate average salary by contribution assumption: employee only about $675,000 at 4% or $450,000 at 6%; with 50% employer match about $450,000 at 4% or $300,000 at 6%; with 100% employer match about $337,500 at 4% or $225,000 at 6%.
Weintraub Capital Management Profit Sharing Plan-2$2,680,669$54,000$27,000iApproximate average salary by contribution assumption: employee only about $675,000 at 4% or $450,000 at 6%; with 50% employer match about $450,000 at 4% or $300,000 at 6%; with 100% employer match about $337,500 at 4% or $225,000 at 6%.
201612$2,702,906$61,021$30,511iApproximate average salary by contribution assumption: employee only about $762,763 at 4% or $508,508 at 6%; with 50% employer match about $508,508 at 4% or $339,006 at 6%; with 100% employer match about $381,381 at 4% or $254,254 at 6%.
Weintraub Capital Management Profit Sharing Plan-2$2,702,906$61,021$30,511iApproximate average salary by contribution assumption: employee only about $762,763 at 4% or $508,508 at 6%; with 50% employer match about $508,508 at 4% or $339,006 at 6%; with 100% employer match about $381,381 at 4% or $254,254 at 6%.
201512$2,221,382$59,379$29,690iApproximate average salary by contribution assumption: employee only about $742,238 at 4% or $494,825 at 6%; with 50% employer match about $494,825 at 4% or $329,883 at 6%; with 100% employer match about $371,119 at 4% or $247,413 at 6%.
Weintraub Capital Management Profit Sharing Plan-2$2,221,382$59,379$29,690iApproximate average salary by contribution assumption: employee only about $742,238 at 4% or $494,825 at 6%; with 50% employer match about $494,825 at 4% or $329,883 at 6%; with 100% employer match about $371,119 at 4% or $247,413 at 6%.
201413$2,202,605$52,000$17,333iApproximate average salary by contribution assumption: employee only about $433,333 at 4% or $288,889 at 6%; with 50% employer match about $288,889 at 4% or $192,593 at 6%; with 100% employer match about $216,667 at 4% or $144,444 at 6%.
Weintraub Capital Management Profit Sharing Plan-3$2,202,605$52,000$17,333iApproximate average salary by contribution assumption: employee only about $433,333 at 4% or $288,889 at 6%; with 50% employer match about $288,889 at 4% or $192,593 at 6%; with 100% employer match about $216,667 at 4% or $144,444 at 6%.
201313$2,130,254$102,000$34,000iApproximate average salary by contribution assumption: employee only about $850,000 at 4% or $566,667 at 6%; with 50% employer match about $566,667 at 4% or $377,778 at 6%; with 100% employer match about $425,000 at 4% or $283,333 at 6%.
Weintraub Capital Management Profit Sharing Plan-3$2,130,254$102,000$34,000iApproximate average salary by contribution assumption: employee only about $850,000 at 4% or $566,667 at 6%; with 50% employer match about $566,667 at 4% or $377,778 at 6%; with 100% employer match about $425,000 at 4% or $283,333 at 6%.
2012113$7,140,139$600,000$46,154iApproximate average salary by contribution assumption: employee only about $1,153,846 at 4% or $769,231 at 6%; with 50% employer match about $769,231 at 4% or $512,821 at 6%; with 100% employer match about $576,923 at 4% or $384,615 at 6%.
Weintraub Capital Management Profit Sharing Plan-13$7,140,139$600,000$46,154iApproximate average salary by contribution assumption: employee only about $1,153,846 at 4% or $769,231 at 6%; with 50% employer match about $769,231 at 4% or $512,821 at 6%; with 100% employer match about $576,923 at 4% or $384,615 at 6%.
2011114$6,457,862$490,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
Weintraub Capital Management Profit Sharing Plan-14$6,457,862$490,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
2010113$6,238,786$588,000$45,231iApproximate average salary by contribution assumption: employee only about $1,130,769 at 4% or $753,846 at 6%; with 50% employer match about $753,846 at 4% or $502,564 at 6%; with 100% employer match about $565,385 at 4% or $376,923 at 6%.
Weintraub Capital Management Profit Sharing Plan-13$6,238,786$588,000$45,231iApproximate average salary by contribution assumption: employee only about $1,130,769 at 4% or $753,846 at 6%; with 50% employer match about $753,846 at 4% or $502,564 at 6%; with 100% employer match about $565,385 at 4% or $376,923 at 6%.
2009113$5,288,995$539,000$41,462iApproximate average salary by contribution assumption: employee only about $1,036,538 at 4% or $691,026 at 6%; with 50% employer match about $691,026 at 4% or $460,684 at 6%; with 100% employer match about $518,269 at 4% or $345,513 at 6%.
Weintraub Capital Management Profit Sharing Plan-13$5,288,995$539,000$41,462iApproximate average salary by contribution assumption: employee only about $1,036,538 at 4% or $691,026 at 6%; with 50% employer match about $691,026 at 4% or $460,684 at 6%; with 100% employer match about $518,269 at 4% or $345,513 at 6%.
2008114$4,484,542$272,500$19,464iApproximate average salary by contribution assumption: employee only about $486,607 at 4% or $324,405 at 6%; with 50% employer match about $324,405 at 4% or $216,270 at 6%; with 100% employer match about $243,304 at 4% or $162,202 at 6%.
Weintraub Capital Management Profit Sharing Plan-14$4,484,542$272,500$19,464iApproximate average salary by contribution assumption: employee only about $486,607 at 4% or $324,405 at 6%; with 50% employer match about $324,405 at 4% or $216,270 at 6%; with 100% employer match about $243,304 at 4% or $162,202 at 6%.
2007114$0$0-
Weintraub Capital Management Profit Sharing Plan-14---
2006114$3,319,407$572,000$40,857iApproximate average salary by contribution assumption: employee only about $1,021,429 at 4% or $680,952 at 6%; with 50% employer match about $680,952 at 4% or $453,968 at 6%; with 100% employer match about $510,714 at 4% or $340,476 at 6%.
Weintraub Capital Management Profit Sharing Plan-14$3,319,407$572,000$40,857iApproximate average salary by contribution assumption: employee only about $1,021,429 at 4% or $680,952 at 6%; with 50% employer match about $680,952 at 4% or $453,968 at 6%; with 100% employer match about $510,714 at 4% or $340,476 at 6%.
2005114$2,401,685$460,000$32,857iApproximate average salary by contribution assumption: employee only about $821,429 at 4% or $547,619 at 6%; with 50% employer match about $547,619 at 4% or $365,079 at 6%; with 100% employer match about $410,714 at 4% or $273,810 at 6%.
Weintraub Capital Management Profit Sharing Plan-14$2,401,685$460,000$32,857iApproximate average salary by contribution assumption: employee only about $821,429 at 4% or $547,619 at 6%; with 50% employer match about $547,619 at 4% or $365,079 at 6%; with 100% employer match about $410,714 at 4% or $273,810 at 6%.
2004114$1,844,964$0-
Weintraub Capital Management Profit Sharing Plan-14$1,844,964--
2003114$1,878,052$495,738$35,410iApproximate average salary by contribution assumption: employee only about $885,246 at 4% or $590,164 at 6%; with 50% employer match about $590,164 at 4% or $393,443 at 6%; with 100% employer match about $442,623 at 4% or $295,082 at 6%.
Weintraub Capital Management Profit Sharing Plan-14$1,878,052$495,738$35,410iApproximate average salary by contribution assumption: employee only about $885,246 at 4% or $590,164 at 6%; with 50% employer match about $590,164 at 4% or $393,443 at 6%; with 100% employer match about $442,623 at 4% or $295,082 at 6%.
2002114$1,203,153$409,167$29,226iApproximate average salary by contribution assumption: employee only about $730,655 at 4% or $487,104 at 6%; with 50% employer match about $487,104 at 4% or $324,736 at 6%; with 100% employer match about $365,328 at 4% or $243,552 at 6%.
Weintraub Capital Management Profit Sharing Plan-14$1,203,153$409,167$29,226iApproximate average salary by contribution assumption: employee only about $730,655 at 4% or $487,104 at 6%; with 50% employer match about $487,104 at 4% or $324,736 at 6%; with 100% employer match about $365,328 at 4% or $243,552 at 6%.
200119$0$0-
Weintraub Capital Management Profit Sharing Plan-9---
200015$0$0-
Weintraub Capital Management Profit Sharing Plan-5---
199914$318,726$72,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
Weintraub Capital Management Profit Sharing Plan-4$318,726$72,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.