Civic Intelligence

Wertz & Company, LLP

Plan context: Wertz & Company LLP 401 (K) Savings Plan

EIN 02-0639624 • Irvine, CA • 22 filings • 4 plans

5450 Trabuco Rd.Irvine, CA 92620
Current Snapshot

Latest Year

2024

2024 Participants

61

2024 Assets

$8,897,107

2024 Contributions

$790,756

Historical Graphs

Total Assets Over Time

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

$8,897,107$4,448,554$0200320142024YearValue
$8,897,107Latest year 2024

Participants Over Time

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

61310200320142024YearValue
61Latest 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
2024161$8,897,107$790,756$12,963iApproximate average salary by contribution assumption: employee only about $324,080 at 4% or $216,054 at 6%; with 50% employer match about $216,054 at 4% or $144,036 at 6%; with 100% employer match about $162,040 at 4% or $108,027 at 6%.
Wertz & Company LLP 401 (K) Savings Plan-61$8,897,107$790,756$12,963iApproximate average salary by contribution assumption: employee only about $324,080 at 4% or $216,054 at 6%; with 50% employer match about $216,054 at 4% or $144,036 at 6%; with 100% employer match about $162,040 at 4% or $108,027 at 6%.
2023155$7,470,920$689,922$12,544iApproximate average salary by contribution assumption: employee only about $313,601 at 4% or $209,067 at 6%; with 50% employer match about $209,067 at 4% or $139,378 at 6%; with 100% employer match about $156,800 at 4% or $104,534 at 6%.
Wertz & Company LLP 401 (K) Savings Plan-55$7,470,920$689,922$12,544iApproximate average salary by contribution assumption: employee only about $313,601 at 4% or $209,067 at 6%; with 50% employer match about $209,067 at 4% or $139,378 at 6%; with 100% employer match about $156,800 at 4% or $104,534 at 6%.
2022148$5,933,519$623,823$12,996iApproximate average salary by contribution assumption: employee only about $324,908 at 4% or $216,605 at 6%; with 50% employer match about $216,605 at 4% or $144,403 at 6%; with 100% employer match about $162,454 at 4% or $108,303 at 6%.
Wertz & Company LLP 401 (K) Savings Plan-48$5,933,519$623,823$12,996iApproximate average salary by contribution assumption: employee only about $324,908 at 4% or $216,605 at 6%; with 50% employer match about $216,605 at 4% or $144,403 at 6%; with 100% employer match about $162,454 at 4% or $108,303 at 6%.
2021146$7,759,104$634,689$13,798iApproximate average salary by contribution assumption: employee only about $344,940 at 4% or $229,960 at 6%; with 50% employer match about $229,960 at 4% or $153,307 at 6%; with 100% employer match about $172,470 at 4% or $114,980 at 6%.
Wertz & Company LLP 401 (K) Savings Plan-46$7,759,104$634,689$13,798iApproximate average salary by contribution assumption: employee only about $344,940 at 4% or $229,960 at 6%; with 50% employer match about $229,960 at 4% or $153,307 at 6%; with 100% employer match about $172,470 at 4% or $114,980 at 6%.
2020145$7,058,130$566,214$12,583iApproximate average salary by contribution assumption: employee only about $314,563 at 4% or $209,709 at 6%; with 50% employer match about $209,709 at 4% or $139,806 at 6%; with 100% employer match about $157,282 at 4% or $104,854 at 6%.
Wertz & Company LLP 401 (K) Savings Plan-45$7,058,130$566,214$12,583iApproximate average salary by contribution assumption: employee only about $314,563 at 4% or $209,709 at 6%; with 50% employer match about $209,709 at 4% or $139,806 at 6%; with 100% employer match about $157,282 at 4% or $104,854 at 6%.
2019137$6,189,895$677,131$18,301iApproximate average salary by contribution assumption: employee only about $457,521 at 4% or $305,014 at 6%; with 50% employer match about $305,014 at 4% or $203,343 at 6%; with 100% employer match about $228,760 at 4% or $152,507 at 6%.
Wertz & Company LLP 401 (K) Savings Plan-37$6,189,895$677,131$18,301iApproximate average salary by contribution assumption: employee only about $457,521 at 4% or $305,014 at 6%; with 50% employer match about $305,014 at 4% or $203,343 at 6%; with 100% employer match about $228,760 at 4% or $152,507 at 6%.
2018137$4,862,900$456,797$12,346iApproximate average salary by contribution assumption: employee only about $308,647 at 4% or $205,764 at 6%; with 50% employer match about $205,764 at 4% or $137,176 at 6%; with 100% employer match about $154,323 at 4% or $102,882 at 6%.
Wertz & Company LLP 401 (K) Savings Plan-37$4,862,900$456,797$12,346iApproximate average salary by contribution assumption: employee only about $308,647 at 4% or $205,764 at 6%; with 50% employer match about $205,764 at 4% or $137,176 at 6%; with 100% employer match about $154,323 at 4% or $102,882 at 6%.
2017132$4,688,808$421,466$13,171iApproximate average salary by contribution assumption: employee only about $329,270 at 4% or $219,514 at 6%; with 50% employer match about $219,514 at 4% or $146,342 at 6%; with 100% employer match about $164,635 at 4% or $109,757 at 6%.
Wertz & Company LLP 401 (K) Savings Plan-32$4,688,808$421,466$13,171iApproximate average salary by contribution assumption: employee only about $329,270 at 4% or $219,514 at 6%; with 50% employer match about $219,514 at 4% or $146,342 at 6%; with 100% employer match about $164,635 at 4% or $109,757 at 6%.
2016133$4,794,785$401,407$12,164iApproximate average salary by contribution assumption: employee only about $304,096 at 4% or $202,731 at 6%; with 50% employer match about $202,731 at 4% or $135,154 at 6%; with 100% employer match about $152,048 at 4% or $101,365 at 6%.
Wertz & Company LLP 401 (K) Savings Plan-33$4,794,785$401,407$12,164iApproximate average salary by contribution assumption: employee only about $304,096 at 4% or $202,731 at 6%; with 50% employer match about $202,731 at 4% or $135,154 at 6%; with 100% employer match about $152,048 at 4% or $101,365 at 6%.
2015131$4,972,408$430,921$13,901iApproximate average salary by contribution assumption: employee only about $347,517 at 4% or $231,678 at 6%; with 50% employer match about $231,678 at 4% or $154,452 at 6%; with 100% employer match about $173,758 at 4% or $115,839 at 6%.
Wertz & Company LLP 401 (K) Savings Plan-31$4,972,408$430,921$13,901iApproximate average salary by contribution assumption: employee only about $347,517 at 4% or $231,678 at 6%; with 50% employer match about $231,678 at 4% or $154,452 at 6%; with 100% employer match about $173,758 at 4% or $115,839 at 6%.
2014128$5,139,871$393,131$14,040iApproximate average salary by contribution assumption: employee only about $351,010 at 4% or $234,007 at 6%; with 50% employer match about $234,007 at 4% or $156,004 at 6%; with 100% employer match about $175,505 at 4% or $117,003 at 6%.
Wertz & Company LLP 401 (K) Savings Plan-28$5,139,871$393,131$14,040iApproximate average salary by contribution assumption: employee only about $351,010 at 4% or $234,007 at 6%; with 50% employer match about $234,007 at 4% or $156,004 at 6%; with 100% employer match about $175,505 at 4% or $117,003 at 6%.
2013126$4,881,658$360,545$13,867iApproximate average salary by contribution assumption: employee only about $346,678 at 4% or $231,119 at 6%; with 50% employer match about $231,119 at 4% or $154,079 at 6%; with 100% employer match about $173,339 at 4% or $115,559 at 6%.
Wertz & Company LLP 401 (K) Savings Plan-26$4,881,658$360,545$13,867iApproximate average salary by contribution assumption: employee only about $346,678 at 4% or $231,119 at 6%; with 50% employer match about $231,119 at 4% or $154,079 at 6%; with 100% employer match about $173,339 at 4% or $115,559 at 6%.
2012129$4,060,173$366,547$12,640iApproximate average salary by contribution assumption: employee only about $315,989 at 4% or $210,659 at 6%; with 50% employer match about $210,659 at 4% or $140,439 at 6%; with 100% employer match about $157,994 at 4% or $105,330 at 6%.
Wertz & Company LLP 401 (K) Savings Plan-29$4,060,173$366,547$12,640iApproximate average salary by contribution assumption: employee only about $315,989 at 4% or $210,659 at 6%; with 50% employer match about $210,659 at 4% or $140,439 at 6%; with 100% employer match about $157,994 at 4% or $105,330 at 6%.
2011127$3,762,407$300,756$11,139iApproximate average salary by contribution assumption: employee only about $278,478 at 4% or $185,652 at 6%; with 50% employer match about $185,652 at 4% or $123,768 at 6%; with 100% employer match about $139,239 at 4% or $92,826 at 6%.
Wertz & Company LLP 401 (K) Savings Plan-27$3,762,407$300,756$11,139iApproximate average salary by contribution assumption: employee only about $278,478 at 4% or $185,652 at 6%; with 50% employer match about $185,652 at 4% or $123,768 at 6%; with 100% employer match about $139,239 at 4% or $92,826 at 6%.
2010132$3,615,809$549,630$17,176iApproximate average salary by contribution assumption: employee only about $429,398 at 4% or $286,266 at 6%; with 50% employer match about $286,266 at 4% or $190,844 at 6%; with 100% employer match about $214,699 at 4% or $143,133 at 6%.
Wertz & Company LLP 401 (K) Savings Plan-32$3,615,809$549,630$17,176iApproximate average salary by contribution assumption: employee only about $429,398 at 4% or $286,266 at 6%; with 50% employer match about $286,266 at 4% or $190,844 at 6%; with 100% employer match about $214,699 at 4% or $143,133 at 6%.
2009129$3,038,863$319,118$11,004iApproximate average salary by contribution assumption: employee only about $275,102 at 4% or $183,401 at 6%; with 50% employer match about $183,401 at 4% or $122,267 at 6%; with 100% employer match about $137,551 at 4% or $91,701 at 6%.
Wertz & Company LLP 401 (K) Savings Plan-29$3,038,863$319,118$11,004iApproximate average salary by contribution assumption: employee only about $275,102 at 4% or $183,401 at 6%; with 50% employer match about $183,401 at 4% or $122,267 at 6%; with 100% employer match about $137,551 at 4% or $91,701 at 6%.
2008126$2,171,080$312,662$12,025iApproximate average salary by contribution assumption: employee only about $300,637 at 4% or $200,424 at 6%; with 50% employer match about $200,424 at 4% or $133,616 at 6%; with 100% employer match about $150,318 at 4% or $100,212 at 6%.
Wertz & Company LLP 401 (K) Savings Plan-26$2,171,080$312,662$12,025iApproximate average salary by contribution assumption: employee only about $300,637 at 4% or $200,424 at 6%; with 50% employer match about $200,424 at 4% or $133,616 at 6%; with 100% employer match about $150,318 at 4% or $100,212 at 6%.
2007124$0$0-
Wertz & Company LLP 401 (K) Savings Plan-24---
2006124$3,119,102$336,614$14,026iApproximate average salary by contribution assumption: employee only about $350,640 at 4% or $233,760 at 6%; with 50% employer match about $233,760 at 4% or $155,840 at 6%; with 100% employer match about $175,320 at 4% or $116,880 at 6%.
Wertz & Company LLP 401 (K) Savings Plan-24$3,119,102$336,614$14,026iApproximate average salary by contribution assumption: employee only about $350,640 at 4% or $233,760 at 6%; with 50% employer match about $233,760 at 4% or $155,840 at 6%; with 100% employer match about $175,320 at 4% or $116,880 at 6%.
2005127$2,752,411$330,547$12,242iApproximate average salary by contribution assumption: employee only about $306,062 at 4% or $204,041 at 6%; with 50% employer match about $204,041 at 4% or $136,028 at 6%; with 100% employer match about $153,031 at 4% or $102,021 at 6%.
Wertz & Company LLP 401 (K) Savings Plan-27$2,752,411$330,547$12,242iApproximate average salary by contribution assumption: employee only about $306,062 at 4% or $204,041 at 6%; with 50% employer match about $204,041 at 4% or $136,028 at 6%; with 100% employer match about $153,031 at 4% or $102,021 at 6%.
2004131$2,279,974$327,212$10,555iApproximate average salary by contribution assumption: employee only about $263,881 at 4% or $175,920 at 6%; with 50% employer match about $175,920 at 4% or $117,280 at 6%; with 100% employer match about $131,940 at 4% or $87,960 at 6%.
Wertz & Company LLP 401 (K) Savings Plan-31$2,279,974$327,212$10,555iApproximate average salary by contribution assumption: employee only about $263,881 at 4% or $175,920 at 6%; with 50% employer match about $175,920 at 4% or $117,280 at 6%; with 100% employer match about $131,940 at 4% or $87,960 at 6%.
2003130$1,722,870$411,324$13,711iApproximate average salary by contribution assumption: employee only about $342,770 at 4% or $228,513 at 6%; with 50% employer match about $228,513 at 4% or $152,342 at 6%; with 100% employer match about $171,385 at 4% or $114,257 at 6%.
Wertz & Company LLP 401 (K) Savings Plan-30$1,722,870$411,324$13,711iApproximate average salary by contribution assumption: employee only about $342,770 at 4% or $228,513 at 6%; with 50% employer match about $228,513 at 4% or $152,342 at 6%; with 100% employer match about $171,385 at 4% or $114,257 at 6%.