Worthing Southeast LLC
Plan context: The Worthing Companies Employees' Savings and Retirement Plan
EIN 16-1755421 • 26 filings • 7 plans
Current Snapshot
Latest Year
2020
2020 Participants
152
2020 Assets
$13,883,217
2020 Contributions
$992,723
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2020 | 2 | 152 | $13,883,217 | $992,723 | $6,531iApproximate average salary by contribution assumption: employee only about $163,277 at 4% or $108,851 at 6%; with 50% employer match about $108,851 at 4% or $72,567 at 6%; with 100% employer match about $81,638 at 4% or $54,426 at 6%. |
| The Worthing Companies Employees' Savings and Retirement Plan | - | 148 | $13,883,217 | $992,723 | $6,708iApproximate average salary by contribution assumption: employee only about $167,690 at 4% or $111,793 at 6%; with 50% employer match about $111,793 at 4% or $74,529 at 6%; with 100% employer match about $83,845 at 4% or $55,897 at 6%. |
| The Worthing Companies Premium Conversion Plan | - | 152 | - | - | - |
| 2019 | 2 | 175 | $11,950,065 | $974,011 | $5,566iApproximate average salary by contribution assumption: employee only about $139,144 at 4% or $92,763 at 6%; with 50% employer match about $92,763 at 4% or $61,842 at 6%; with 100% employer match about $69,572 at 4% or $46,381 at 6%. |
| The Worthing Companies Employees' Savings and Retirement Plan | - | 169 | $11,950,065 | $974,011 | $5,763iApproximate average salary by contribution assumption: employee only about $144,084 at 4% or $96,056 at 6%; with 50% employer match about $96,056 at 4% or $64,038 at 6%; with 100% employer match about $72,042 at 4% or $48,028 at 6%. |
| The Worthing Companies Premium Conversion Plan | - | 175 | - | - | - |
| 2018 | 2 | 238 | $10,250,700 | $1,094,094 | $4,597iApproximate average salary by contribution assumption: employee only about $114,926 at 4% or $76,617 at 6%; with 50% employer match about $76,617 at 4% or $51,078 at 6%; with 100% employer match about $57,463 at 4% or $38,309 at 6%. |
| The Worthing Companies Employees' Savings and Retirement Plan | - | 209 | $10,250,700 | $1,094,094 | $5,235iApproximate average salary by contribution assumption: employee only about $130,872 at 4% or $87,248 at 6%; with 50% employer match about $87,248 at 4% or $58,166 at 6%; with 100% employer match about $65,436 at 4% or $43,624 at 6%. |
| The Worthing Companies Premium Conversion Plan | - | 238 | - | - | - |
| 2017 | 2 | 250 | $11,762,453 | $1,066,069 | $4,264iApproximate average salary by contribution assumption: employee only about $106,607 at 4% or $71,071 at 6%; with 50% employer match about $71,071 at 4% or $47,381 at 6%; with 100% employer match about $53,303 at 4% or $35,536 at 6%. |
| The Worthing Companies Employees' Savings and Retirement Plan | - | 230 | $11,762,453 | $1,066,069 | $4,635iApproximate average salary by contribution assumption: employee only about $115,877 at 4% or $77,251 at 6%; with 50% employer match about $77,251 at 4% or $51,501 at 6%; with 100% employer match about $57,939 at 4% or $38,626 at 6%. |
| The Worthing Companies Premium Conversion Plan | - | 250 | - | - | - |
| 2016 | 2 | 254 | $10,036,017 | $1,054,653 | $4,152iApproximate average salary by contribution assumption: employee only about $103,804 at 4% or $69,203 at 6%; with 50% employer match about $69,203 at 4% or $46,135 at 6%; with 100% employer match about $51,902 at 4% or $34,601 at 6%. |
| The Worthing Companies Employees' Savings and Retirement Plan | - | 254 | $10,036,017 | $1,054,653 | $4,152iApproximate average salary by contribution assumption: employee only about $103,804 at 4% or $69,203 at 6%; with 50% employer match about $69,203 at 4% or $46,135 at 6%; with 100% employer match about $51,902 at 4% or $34,601 at 6%. |
| The Worthing Companies Premium Conversion Plan | - | 203 | - | - | - |
| 2015 | 2 | 255 | $9,144,663 | $994,194 | $3,899iApproximate average salary by contribution assumption: employee only about $97,470 at 4% or $64,980 at 6%; with 50% employer match about $64,980 at 4% or $43,320 at 6%; with 100% employer match about $48,735 at 4% or $32,490 at 6%. |
| The Worthing Companies Employees' Savings and Retirement Plan | - | 255 | $9,144,663 | $994,194 | $3,899iApproximate average salary by contribution assumption: employee only about $97,470 at 4% or $64,980 at 6%; with 50% employer match about $64,980 at 4% or $43,320 at 6%; with 100% employer match about $48,735 at 4% or $32,490 at 6%. |
| The Worthing Companies Premium Conversion Plan | - | 202 | - | - | - |
| 2014 | 2 | 326 | $9,876,342 | $1,172,583 | $3,597iApproximate average salary by contribution assumption: employee only about $89,922 at 4% or $59,948 at 6%; with 50% employer match about $59,948 at 4% or $39,965 at 6%; with 100% employer match about $44,961 at 4% or $29,974 at 6%. |
| The Worthing Companies Employees' Savings and Retirement Plan | - | 326 | $9,876,342 | $1,172,583 | $3,597iApproximate average salary by contribution assumption: employee only about $89,922 at 4% or $59,948 at 6%; with 50% employer match about $59,948 at 4% or $39,965 at 6%; with 100% employer match about $44,961 at 4% or $29,974 at 6%. |
| The Worthing Companies Premium Conversion Plan | - | 269 | - | - | - |
| 2013 | 2 | 360 | $9,111,987 | $1,023,842 | $2,844iApproximate average salary by contribution assumption: employee only about $71,100 at 4% or $47,400 at 6%; with 50% employer match about $47,400 at 4% or $31,600 at 6%; with 100% employer match about $35,550 at 4% or $23,700 at 6%. |
| The Worthing Companies Employees' Savings and Retirement Plan | - | 360 | $9,111,987 | $1,023,842 | $2,844iApproximate average salary by contribution assumption: employee only about $71,100 at 4% or $47,400 at 6%; with 50% employer match about $47,400 at 4% or $31,600 at 6%; with 100% employer match about $35,550 at 4% or $23,700 at 6%. |
| The Worthing Companies Premium Conversion Plan | - | 278 | - | - | - |
| 2012 | 2 | 311 | $7,535,598 | $1,011,935 | $3,254iApproximate average salary by contribution assumption: employee only about $81,345 at 4% or $54,230 at 6%; with 50% employer match about $54,230 at 4% or $36,153 at 6%; with 100% employer match about $40,673 at 4% or $27,115 at 6%. |
| The Worthing Companies Employees' Savings and Retirement Plan | - | 311 | $7,535,598 | $1,011,935 | $3,254iApproximate average salary by contribution assumption: employee only about $81,345 at 4% or $54,230 at 6%; with 50% employer match about $54,230 at 4% or $36,153 at 6%; with 100% employer match about $40,673 at 4% or $27,115 at 6%. |
| The Worthing Companies Premium Conversion Plan | - | 235 | - | - | - |
| 2011 | 1 | 330 | $6,310,607 | $682,841 | $2,069iApproximate average salary by contribution assumption: employee only about $51,730 at 4% or $34,487 at 6%; with 50% employer match about $34,487 at 4% or $22,991 at 6%; with 100% employer match about $25,865 at 4% or $17,243 at 6%. |
| The Worthing Companies Employees' Savings and Retirement Plan | - | 330 | $6,310,607 | $682,841 | $2,069iApproximate average salary by contribution assumption: employee only about $51,730 at 4% or $34,487 at 6%; with 50% employer match about $34,487 at 4% or $22,991 at 6%; with 100% employer match about $25,865 at 4% or $17,243 at 6%. |
| 2010 | 1 | 278 | $6,239,564 | $680,760 | $2,449iApproximate average salary by contribution assumption: employee only about $61,219 at 4% or $40,813 at 6%; with 50% employer match about $40,813 at 4% or $27,209 at 6%; with 100% employer match about $30,610 at 4% or $20,406 at 6%. |
| The Worthing Companies Employees' Savings and Retirement Plan | - | 278 | $6,239,564 | $680,760 | $2,449iApproximate average salary by contribution assumption: employee only about $61,219 at 4% or $40,813 at 6%; with 50% employer match about $40,813 at 4% or $27,209 at 6%; with 100% employer match about $30,610 at 4% or $20,406 at 6%. |
| 2009 | 1 | 328 | $5,552,954 | $880,328 | $2,684iApproximate average salary by contribution assumption: employee only about $67,098 at 4% or $44,732 at 6%; with 50% employer match about $44,732 at 4% or $29,821 at 6%; with 100% employer match about $33,549 at 4% or $22,366 at 6%. |
| The Worthing Companies Employees' Savings and Retirement Plan | - | 328 | $5,552,954 | $880,328 | $2,684iApproximate average salary by contribution assumption: employee only about $67,098 at 4% or $44,732 at 6%; with 50% employer match about $44,732 at 4% or $29,821 at 6%; with 100% employer match about $33,549 at 4% or $22,366 at 6%. |
| 2008 | 2 | 321 | $4,044,537 | $905,449 | $2,821iApproximate average salary by contribution assumption: employee only about $70,518 at 4% or $47,012 at 6%; with 50% employer match about $47,012 at 4% or $31,341 at 6%; with 100% employer match about $35,259 at 4% or $23,506 at 6%. |
| The Worthing Companies Employees' Savings and Retirement Plan | - | 320 | $4,044,537 | $905,449 | $2,830iApproximate average salary by contribution assumption: employee only about $70,738 at 4% or $47,159 at 6%; with 50% employer match about $47,159 at 4% or $31,439 at 6%; with 100% employer match about $35,369 at 4% or $23,579 at 6%. |
| The Worthing Companies Premium Conversion Plan | - | 321 | - | - | - |
| 2007 | 2 | 290 | $5,125,262 | $677,994 | $2,338iApproximate average salary by contribution assumption: employee only about $58,448 at 4% or $38,965 at 6%; with 50% employer match about $38,965 at 4% or $25,977 at 6%; with 100% employer match about $29,224 at 4% or $19,483 at 6%. |
| The Worthing Companies Employees' Savings and Retirement Plan | - | 200 | $5,125,262 | $677,994 | $3,390iApproximate average salary by contribution assumption: employee only about $84,749 at 4% or $56,500 at 6%; with 50% employer match about $56,500 at 4% or $37,666 at 6%; with 100% employer match about $42,375 at 4% or $28,250 at 6%. |
| The Worthing Companies Premium Conversion Plan | - | 290 | - | - | - |
| 2006 | 1 | 234 | $0 | $0 | - |
| The Worthing Companies Premium Conversion Plan | - | 234 | - | - | - |