Civic Intelligence

Werthman and Walsh Inc

Plan context: Werthman and Walsh Inc Employees Pension Plan and Trust

EIN 11-2898544 • 13 filings • 4 plans

Current Snapshot

Latest Year

2011

2011 Participants

2

2011 Assets

$24,305

2011 Contributions

$8,658

Historical Graphs

Total Assets Over Time

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

$418,051$209,026$0199920052010YearValue
$24,305Latest year 2010

Participants Over Time

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

320199920042007YearValue
2Latest year 2007

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
201110$0$0-
Werthman and Walsh Inc Employees Pension Plan and Trust-0---
201010$24,305$0-
Werthman and Walsh Inc Employees Pension Plan and Trust-0$24,305--
200920$21,028$0-
Werthman and Walsh Inc Employees Pension Plan and Trust-0$21,028--
Werthman and Walsh Inc Employees Pension Plan and Trust-----
200712$0$0-
Werthman and Walsh Inc Employees Pension Plan and Trust-2---
200612$380,241$8,658$4,329iApproximate average salary by contribution assumption: employee only about $108,225 at 4% or $72,150 at 6%; with 50% employer match about $72,150 at 4% or $48,100 at 6%; with 100% employer match about $54,113 at 4% or $36,075 at 6%.
Werthman and Walsh Inc Employees Pension Plan and Trust-2$380,241$8,658$4,329iApproximate average salary by contribution assumption: employee only about $108,225 at 4% or $72,150 at 6%; with 50% employer match about $72,150 at 4% or $48,100 at 6%; with 100% employer match about $54,113 at 4% or $36,075 at 6%.
200512$363,893$9,488$4,744iApproximate average salary by contribution assumption: employee only about $118,600 at 4% or $79,067 at 6%; with 50% employer match about $79,067 at 4% or $52,711 at 6%; with 100% employer match about $59,300 at 4% or $39,533 at 6%.
Werthman and Walsh Inc Employees Pension Plan and Trust-2$363,893$9,488$4,744iApproximate average salary by contribution assumption: employee only about $118,600 at 4% or $79,067 at 6%; with 50% employer match about $79,067 at 4% or $52,711 at 6%; with 100% employer match about $59,300 at 4% or $39,533 at 6%.
200412$348,842$10,803$5,402iApproximate average salary by contribution assumption: employee only about $135,038 at 4% or $90,025 at 6%; with 50% employer match about $90,025 at 4% or $60,017 at 6%; with 100% employer match about $67,519 at 4% or $45,013 at 6%.
Werthman and Walsh Inc Employees Pension Plan and Trust-2$348,842$10,803$5,402iApproximate average salary by contribution assumption: employee only about $135,038 at 4% or $90,025 at 6%; with 50% employer match about $90,025 at 4% or $60,017 at 6%; with 100% employer match about $67,519 at 4% or $45,013 at 6%.
200312$418,051$11,051$5,526iApproximate average salary by contribution assumption: employee only about $138,138 at 4% or $92,092 at 6%; with 50% employer match about $92,092 at 4% or $61,394 at 6%; with 100% employer match about $69,069 at 4% or $46,046 at 6%.
Werthman and Walsh Inc Employees Pension Plan and Trust-2$418,051$11,051$5,526iApproximate average salary by contribution assumption: employee only about $138,138 at 4% or $92,092 at 6%; with 50% employer match about $92,092 at 4% or $61,394 at 6%; with 100% employer match about $69,069 at 4% or $46,046 at 6%.
200212$0$0-
Werthman and Walsh Inc Employees Pension Plan and Trust-2---
200110$380,271$19,312-
Werthman and Walsh Inc Employees Pension Plan and Trust-0$380,271$19,312-
200013$0$0-
Werthman and Walsh Inc Employees Pension Plan and Trust-3---
199913$339,690$20,611$6,870iApproximate average salary by contribution assumption: employee only about $171,758 at 4% or $114,506 at 6%; with 50% employer match about $114,506 at 4% or $76,337 at 6%; with 100% employer match about $85,879 at 4% or $57,253 at 6%.
Werthman and Walsh Inc Employees Pension Plan and Trust-3$339,690$20,611$6,870iApproximate average salary by contribution assumption: employee only about $171,758 at 4% or $114,506 at 6%; with 50% employer match about $114,506 at 4% or $76,337 at 6%; with 100% employer match about $85,879 at 4% or $57,253 at 6%.