Civic Intelligence

Weintraub Financial Services, Inc.

Plan context: Weintraub Financial Svcs 401(K) Plan

EIN 95-4397769 • 6 filings • 3 plans

Current Snapshot

Latest Year

2011

2011 Participants

8

2011 Assets

$277,110

2011 Contributions

$70,984

Historical Graphs

Total Assets Over Time

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

$277,110$138,555$0200620092011YearValue
$277,110Latest year 2011

Participants Over Time

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

1370200620092011YearValue
8Latest year 2011

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
201118$277,110$70,984$8,873iApproximate average salary by contribution assumption: employee only about $221,825 at 4% or $147,883 at 6%; with 50% employer match about $147,883 at 4% or $98,589 at 6%; with 100% employer match about $110,913 at 4% or $73,942 at 6%.
Weintraub Financial Svcs 401(K) Plan-8$277,110$70,984$8,873iApproximate average salary by contribution assumption: employee only about $221,825 at 4% or $147,883 at 6%; with 50% employer match about $147,883 at 4% or $98,589 at 6%; with 100% employer match about $110,913 at 4% or $73,942 at 6%.
201018$272,256$80,866$10,108iApproximate average salary by contribution assumption: employee only about $252,706 at 4% or $168,471 at 6%; with 50% employer match about $168,471 at 4% or $112,314 at 6%; with 100% employer match about $126,353 at 4% or $84,235 at 6%.
Weintraub Financial Svcs 401(K) Plan-8$272,256$80,866$10,108iApproximate average salary by contribution assumption: employee only about $252,706 at 4% or $168,471 at 6%; with 50% employer match about $168,471 at 4% or $112,314 at 6%; with 100% employer match about $126,353 at 4% or $84,235 at 6%.
2009112$262,457$89,495$7,458iApproximate average salary by contribution assumption: employee only about $186,448 at 4% or $124,299 at 6%; with 50% employer match about $124,299 at 4% or $82,866 at 6%; with 100% employer match about $93,224 at 4% or $62,149 at 6%.
Weintraub Financial Svcs 401(K) Plan-12$262,457$89,495$7,458iApproximate average salary by contribution assumption: employee only about $186,448 at 4% or $124,299 at 6%; with 50% employer match about $124,299 at 4% or $82,866 at 6%; with 100% employer match about $93,224 at 4% or $62,149 at 6%.
2008113$122,059$92,459$7,112iApproximate average salary by contribution assumption: employee only about $177,806 at 4% or $118,537 at 6%; with 50% employer match about $118,537 at 4% or $79,025 at 6%; with 100% employer match about $88,903 at 4% or $59,269 at 6%.
Weintraub Financial Svcs 401(K) Plan-13$122,059$92,459$7,112iApproximate average salary by contribution assumption: employee only about $177,806 at 4% or $118,537 at 6%; with 50% employer match about $118,537 at 4% or $79,025 at 6%; with 100% employer match about $88,903 at 4% or $59,269 at 6%.
2007113$99,852$84,833$6,526iApproximate average salary by contribution assumption: employee only about $163,140 at 4% or $108,760 at 6%; with 50% employer match about $108,760 at 4% or $72,507 at 6%; with 100% employer match about $81,570 at 4% or $54,380 at 6%.
Weintraub Financial Svcs 401(K) Plan-13$99,852$84,833$6,526iApproximate average salary by contribution assumption: employee only about $163,140 at 4% or $108,760 at 6%; with 50% employer match about $108,760 at 4% or $72,507 at 6%; with 100% employer match about $81,570 at 4% or $54,380 at 6%.
200619$20,307$20,144$2,238iApproximate average salary by contribution assumption: employee only about $55,956 at 4% or $37,304 at 6%; with 50% employer match about $37,304 at 4% or $24,869 at 6%; with 100% employer match about $27,978 at 4% or $18,652 at 6%.
Weintraub Financial Svcs 401(K) Plan-9$20,307$20,144$2,238iApproximate average salary by contribution assumption: employee only about $55,956 at 4% or $37,304 at 6%; with 50% employer match about $37,304 at 4% or $24,869 at 6%; with 100% employer match about $27,978 at 4% or $18,652 at 6%.