Civic Intelligence

Fred a. Weitzberg, Cfp

Plan context: Fred a. Weitzberg, Cfp Defined Benefit Pension Plan

EIN 95-4631738 • Calabasas, CA • 9 filings • 2 plans

4635 Park MirasolCalabasas, CA 91302
Current Snapshot

Latest Year

2015

2015 Participants

1

2015 Assets

$794,582

2015 Contributions

$142,927

Historical Graphs

Total Assets Over Time

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

$794,582$397,291$0201120132014YearValue
$794,582Latest year 2014

Participants Over Time

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

210201120132014YearValue
1Latest year 2014

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
201510$0$0-
Fred a. Weitzberg, Cfp Defined Benefit Pension Plan-0$0$0-
201421$794,582$142,927$142,927iApproximate average salary by contribution assumption: employee only about $3,573,175 at 4% or $2,382,117 at 6%; with 50% employer match about $2,382,117 at 4% or $1,588,078 at 6%; with 100% employer match about $1,786,588 at 4% or $1,191,058 at 6%.
Fred a. Weitzberg, Cfp Defined Benefit Pension Plan-1$794,582$142,927$142,927iApproximate average salary by contribution assumption: employee only about $3,573,175 at 4% or $2,382,117 at 6%; with 50% employer match about $2,382,117 at 4% or $1,588,078 at 6%; with 100% employer match about $1,786,588 at 4% or $1,191,058 at 6%.
FRED A. WEITZBERG, CFP 401(K) PROFIT SHARING PLAN-0$0$0-
201322$723,611$160,000$80,000iApproximate average salary by contribution assumption: employee only about $2,000,000 at 4% or $1,333,333 at 6%; with 50% employer match about $1,333,333 at 4% or $888,889 at 6%; with 100% employer match about $1,000,000 at 4% or $666,667 at 6%.
Fred a. Weitzberg, Cfp Defined Benefit Pension Plan-2$661,642$148,000$74,000iApproximate average salary by contribution assumption: employee only about $1,850,000 at 4% or $1,233,333 at 6%; with 50% employer match about $1,233,333 at 4% or $822,222 at 6%; with 100% employer match about $925,000 at 4% or $616,667 at 6%.
FRED A. WEITZBERG, CFP 401(K) PROFIT SHARING PLAN-2$61,969$12,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
201222$522,579$95,066$47,533iApproximate average salary by contribution assumption: employee only about $1,188,325 at 4% or $792,217 at 6%; with 50% employer match about $792,217 at 4% or $528,144 at 6%; with 100% employer match about $594,163 at 4% or $396,108 at 6%.
Fred a. Weitzberg, Cfp Defined Benefit Pension Plan-2$480,363$88,066$44,033iApproximate average salary by contribution assumption: employee only about $1,100,825 at 4% or $733,883 at 6%; with 50% employer match about $733,883 at 4% or $489,256 at 6%; with 100% employer match about $550,413 at 4% or $366,942 at 6%.
FRED A. WEITZBERG, CFP 401(K) PROFIT SHARING PLAN-2$42,216$7,000$3,500iApproximate average salary by contribution assumption: employee only about $87,500 at 4% or $58,333 at 6%; with 50% employer match about $58,333 at 4% or $38,889 at 6%; with 100% employer match about $43,750 at 4% or $29,167 at 6%.
201122$423,049$96,000$48,000iApproximate average salary by contribution assumption: employee only about $1,200,000 at 4% or $800,000 at 6%; with 50% employer match about $800,000 at 4% or $533,333 at 6%; with 100% employer match about $600,000 at 4% or $400,000 at 6%.
Fred a. Weitzberg, Cfp Defined Benefit Pension Plan-2$386,462$90,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
FRED A. WEITZBERG, CFP 401(K) PROFIT SHARING PLAN-2$36,587$6,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.