Civic Intelligence

Wittenberg & Wittenberg, Cpas Inc ..

Plan context: Wittenberg & Wittenberg, Cpas Inc. Retirement Plan

EIN 95-4773515 • West Covina, CA • 11 filings • 3 plans

767 S. Sunset Ave., Suite 6West Covina, CA 91790
Current Snapshot

Latest Year

2010

2010 Participants

4

2010 Assets

$1,829,955

2010 Contributions

$200,000

Historical Graphs

Total Assets Over Time

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

$1,829,955$914,978$0200120052009YearValue
$1,829,955Latest year 2009

Participants Over Time

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

420200120052009YearValue
4Latest year 2009

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
201010$0$0-
Wittenberg & Wittenberg, Cpas Inc. Retirement Plan---$0-
200914$1,829,955$200,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Wittenberg & Wittenberg, Cpas Inc. Retirement Plan-4$1,829,955$200,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
200814$1,323,912$300,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
Wittenberg & Wittenberg, Cpas Inc. Retirement Plan-4$1,323,912$300,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
200714$1,431,762$190,000$47,500iApproximate average salary by contribution assumption: employee only about $1,187,500 at 4% or $791,667 at 6%; with 50% employer match about $791,667 at 4% or $527,778 at 6%; with 100% employer match about $593,750 at 4% or $395,833 at 6%.
Wittenberg & Wittenberg, Cpas Inc. Retirement Plan-4$1,431,762$190,000$47,500iApproximate average salary by contribution assumption: employee only about $1,187,500 at 4% or $791,667 at 6%; with 50% employer match about $791,667 at 4% or $527,778 at 6%; with 100% employer match about $593,750 at 4% or $395,833 at 6%.
200614$1,182,937$190,000$47,500iApproximate average salary by contribution assumption: employee only about $1,187,500 at 4% or $791,667 at 6%; with 50% employer match about $791,667 at 4% or $527,778 at 6%; with 100% employer match about $593,750 at 4% or $395,833 at 6%.
Wittenberg & Wittenberg, Cpas Inc. Retirement Plan-4$1,182,937$190,000$47,500iApproximate average salary by contribution assumption: employee only about $1,187,500 at 4% or $791,667 at 6%; with 50% employer match about $791,667 at 4% or $527,778 at 6%; with 100% employer match about $593,750 at 4% or $395,833 at 6%.
200514$870,503$200,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Wittenberg & Wittenberg, Cpas Inc. Retirement Plan-4$870,503$200,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
200414$625,494$180,290$45,073iApproximate average salary by contribution assumption: employee only about $1,126,813 at 4% or $751,208 at 6%; with 50% employer match about $751,208 at 4% or $500,806 at 6%; with 100% employer match about $563,406 at 4% or $375,604 at 6%.
Wittenberg & Wittenberg, Cpas Inc. Retirement Plan-4$625,494$180,290$45,073iApproximate average salary by contribution assumption: employee only about $1,126,813 at 4% or $751,208 at 6%; with 50% employer match about $751,208 at 4% or $500,806 at 6%; with 100% employer match about $563,406 at 4% or $375,604 at 6%.
200314$389,088$180,075$45,019iApproximate average salary by contribution assumption: employee only about $1,125,469 at 4% or $750,313 at 6%; with 50% employer match about $750,313 at 4% or $500,208 at 6%; with 100% employer match about $562,734 at 4% or $375,156 at 6%.
Wittenberg & Wittenberg, Cpas Inc. Retirement Plan-4$389,088$180,075$45,019iApproximate average salary by contribution assumption: employee only about $1,125,469 at 4% or $750,313 at 6%; with 50% employer match about $750,313 at 4% or $500,208 at 6%; with 100% employer match about $562,734 at 4% or $375,156 at 6%.
200224$166,604$175,746$43,937iApproximate average salary by contribution assumption: employee only about $1,098,413 at 4% or $732,275 at 6%; with 50% employer match about $732,275 at 4% or $488,183 at 6%; with 100% employer match about $549,206 at 4% or $366,138 at 6%.
Wittenberg & Wittenberg, Cpas Inc. Retirement Plan-4$166,604$175,746$43,937iApproximate average salary by contribution assumption: employee only about $1,098,413 at 4% or $732,275 at 6%; with 50% employer match about $732,275 at 4% or $488,183 at 6%; with 100% employer match about $549,206 at 4% or $366,138 at 6%.
Wittenberg & Wittenberg Money Purchase Pension Plan-0---
200114$350,593$45,984$11,496iApproximate average salary by contribution assumption: employee only about $287,400 at 4% or $191,600 at 6%; with 50% employer match about $191,600 at 4% or $127,733 at 6%; with 100% employer match about $143,700 at 4% or $95,800 at 6%.
Wittenberg & Wittenberg Money Purchase Pension Plan-4$350,593$45,984$11,496iApproximate average salary by contribution assumption: employee only about $287,400 at 4% or $191,600 at 6%; with 50% employer match about $191,600 at 4% or $127,733 at 6%; with 100% employer match about $143,700 at 4% or $95,800 at 6%.