Worth & Company Inc.
Plan context: Worth & Company Inc. Employees Profit Sharing Plan and Trust
EIN 23-2251312 • 72 filings • 14 plans
Current Snapshot
Latest Year
2024
2024 Participants
533
2024 Assets
$87,227,619
2024 Contributions
$6,378,596
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 |
|---|---|---|---|---|---|
| 2024 | 3 | 533 | $87,227,619 | $6,378,596 | $11,967iApproximate average salary by contribution assumption: employee only about $299,184 at 4% or $199,456 at 6%; with 50% employer match about $199,456 at 4% or $132,971 at 6%; with 100% employer match about $149,592 at 4% or $99,728 at 6%. |
| Worth & Company Inc. Employees Profit Sharing Plan and Trust | - | 530 | $80,880,276 | $4,587,756 | $8,656iApproximate average salary by contribution assumption: employee only about $216,404 at 4% or $144,269 at 6%; with 50% employer match about $144,269 at 4% or $96,179 at 6%; with 100% employer match about $108,202 at 4% or $72,135 at 6%. |
| Worth & Company Inc. Employee Stock Ownership Plan | - | 533 | $6,347,343 | $1,790,840 | $3,360iApproximate average salary by contribution assumption: employee only about $83,998 at 4% or $55,999 at 6%; with 50% employer match about $55,999 at 4% or $37,332 at 6%; with 100% employer match about $41,999 at 4% or $27,999 at 6%. |
| Worth & Company Inc. Health and Premium Conversion Plan | - | 504 | - | - | - |
| 2023 | 2 | 524 | $71,270,231 | $4,376,950 | $8,353iApproximate average salary by contribution assumption: employee only about $208,824 at 4% or $139,216 at 6%; with 50% employer match about $139,216 at 4% or $92,811 at 6%; with 100% employer match about $104,412 at 4% or $69,608 at 6%. |
| Worth & Company Inc. Employees Profit Sharing Plan and Trust | - | 524 | $71,270,231 | $4,376,950 | $8,353iApproximate average salary by contribution assumption: employee only about $208,824 at 4% or $139,216 at 6%; with 50% employer match about $139,216 at 4% or $92,811 at 6%; with 100% employer match about $104,412 at 4% or $69,608 at 6%. |
| Worth & Company Inc. Health and Premium Conversion Plan | - | 515 | - | - | - |
| 2022 | 2 | 562 | $59,050,194 | $4,819,033 | $8,575iApproximate average salary by contribution assumption: employee only about $214,370 at 4% or $142,913 at 6%; with 50% employer match about $142,913 at 4% or $95,275 at 6%; with 100% employer match about $107,185 at 4% or $71,457 at 6%. |
| Worth & Company Inc. Employees Profit Sharing Plan and Trust | - | 562 | $59,050,194 | $4,819,033 | $8,575iApproximate average salary by contribution assumption: employee only about $214,370 at 4% or $142,913 at 6%; with 50% employer match about $142,913 at 4% or $95,275 at 6%; with 100% employer match about $107,185 at 4% or $71,457 at 6%. |
| Worth & Company Inc. Health and Premium Conversion Plan | - | 389 | - | - | - |
| 2021 | 2 | 551 | $67,354,883 | $4,825,145 | $8,757iApproximate average salary by contribution assumption: employee only about $218,927 at 4% or $145,951 at 6%; with 50% employer match about $145,951 at 4% or $97,301 at 6%; with 100% employer match about $109,463 at 4% or $72,976 at 6%. |
| Worth & Company Inc. Employees Profit Sharing Plan and Trust | - | 551 | $67,354,883 | $4,825,145 | $8,757iApproximate average salary by contribution assumption: employee only about $218,927 at 4% or $145,951 at 6%; with 50% employer match about $145,951 at 4% or $97,301 at 6%; with 100% employer match about $109,463 at 4% or $72,976 at 6%. |
| Worth & Company Inc. Health and Premium Conversion Plan | - | 517 | - | - | - |
| 2020 | 2 | 485 | $57,541,890 | $3,672,536 | $7,572iApproximate average salary by contribution assumption: employee only about $189,306 at 4% or $126,204 at 6%; with 50% employer match about $126,204 at 4% or $84,136 at 6%; with 100% employer match about $94,653 at 4% or $63,102 at 6%. |
| Worth & Company Inc. Employees Profit Sharing Plan and Trust | - | 485 | $57,541,890 | $3,672,536 | $7,572iApproximate average salary by contribution assumption: employee only about $189,306 at 4% or $126,204 at 6%; with 50% employer match about $126,204 at 4% or $84,136 at 6%; with 100% employer match about $94,653 at 4% or $63,102 at 6%. |
| Worth & Company Inc. Health and Premium Conversion Plan | - | 468 | - | - | - |
| 2019 | 2 | 481 | $51,580,926 | $3,321,101 | $6,905iApproximate average salary by contribution assumption: employee only about $172,614 at 4% or $115,076 at 6%; with 50% employer match about $115,076 at 4% or $76,718 at 6%; with 100% employer match about $86,307 at 4% or $57,538 at 6%. |
| Worth & Company Inc. Employees Profit Sharing Plan and Trust | - | 465 | $51,580,926 | $3,321,101 | $7,142iApproximate average salary by contribution assumption: employee only about $178,554 at 4% or $119,036 at 6%; with 50% employer match about $119,036 at 4% or $79,357 at 6%; with 100% employer match about $89,277 at 4% or $59,518 at 6%. |
| Worth & Company Inc. Health and Premium Conversion Plan | - | 481 | - | - | - |
| 2018 | 2 | 507 | $44,527,144 | $4,420,990 | $8,720iApproximate average salary by contribution assumption: employee only about $217,998 at 4% or $145,332 at 6%; with 50% employer match about $145,332 at 4% or $96,888 at 6%; with 100% employer match about $108,999 at 4% or $72,666 at 6%. |
| Worth & Company Inc. Employees Profit Sharing Plan and Trust | - | 495 | $44,527,144 | $4,420,990 | $8,931iApproximate average salary by contribution assumption: employee only about $223,282 at 4% or $148,855 at 6%; with 50% employer match about $148,855 at 4% or $99,237 at 6%; with 100% employer match about $111,641 at 4% or $74,427 at 6%. |
| Worth & Company Inc. Health and Premium Conversion Plan | - | 507 | - | - | - |
| 2017 | 2 | 527 | $46,175,498 | $4,285,400 | $8,132iApproximate average salary by contribution assumption: employee only about $203,292 at 4% or $135,528 at 6%; with 50% employer match about $135,528 at 4% or $90,352 at 6%; with 100% employer match about $101,646 at 4% or $67,764 at 6%. |
| Worth & Company Inc. Employees Profit Sharing Plan and Trust | - | 521 | $46,175,498 | $4,285,400 | $8,225iApproximate average salary by contribution assumption: employee only about $205,633 at 4% or $137,089 at 6%; with 50% employer match about $137,089 at 4% or $91,393 at 6%; with 100% employer match about $102,817 at 4% or $68,544 at 6%. |
| Worth & Company Inc. Health and Premium Conversion Plan | - | 527 | - | - | - |
| 2016 | 4 | 633 | $84,271,916 | $8,812,480 | $13,922iApproximate average salary by contribution assumption: employee only about $348,044 at 4% or $232,029 at 6%; with 50% employer match about $232,029 at 4% or $154,686 at 6%; with 100% employer match about $174,022 at 4% or $116,015 at 6%. |
| Worth & Company Inc. Employees Pension Plan and Trust | - | 574 | $42,135,958 | $3,891,987 | $6,780iApproximate average salary by contribution assumption: employee only about $169,512 at 4% or $113,008 at 6%; with 50% employer match about $113,008 at 4% or $75,339 at 6%; with 100% employer match about $84,756 at 4% or $56,504 at 6%. |
| Worth & Company Inc. Employees Profit Sharing Plan and Trust | - | 574 | $42,135,958 | $3,891,987 | $6,780iApproximate average salary by contribution assumption: employee only about $169,512 at 4% or $113,008 at 6%; with 50% employer match about $113,008 at 4% or $75,339 at 6%; with 100% employer match about $84,756 at 4% or $56,504 at 6%. |
| Worth & Company Inc. Employees Pension Plan and Trust | - | 0 | - | $1,028,506 | - |
| Worth & Company Inc. Health and Premium Conversion Plan | - | 633 | - | - | - |
| 2015 | 3 | 541 | $39,641,090 | $5,137,675 | $9,497iApproximate average salary by contribution assumption: employee only about $237,416 at 4% or $158,277 at 6%; with 50% employer match about $158,277 at 4% or $105,518 at 6%; with 100% employer match about $118,708 at 4% or $79,139 at 6%. |
| Worth & Company Inc. Employees Pension Plan and Trust | - | 377 | $27,299,555 | $3,577,026 | $9,488iApproximate average salary by contribution assumption: employee only about $237,203 at 4% or $158,136 at 6%; with 50% employer match about $158,136 at 4% or $105,424 at 6%; with 100% employer match about $118,602 at 4% or $79,068 at 6%. |
| Worth & Company Inc. Employees Profit Sharing Plan and Trust | - | 385 | $12,341,535 | $1,560,649 | $4,054iApproximate average salary by contribution assumption: employee only about $101,341 at 4% or $67,561 at 6%; with 50% employer match about $67,561 at 4% or $45,040 at 6%; with 100% employer match about $50,670 at 4% or $33,780 at 6%. |
| Worth & Company Inc. Health and Premium Conversion Plan | - | 541 | - | - | - |
| 2014 | 3 | 523 | $37,546,388 | $4,806,248 | $9,190iApproximate average salary by contribution assumption: employee only about $229,744 at 4% or $153,163 at 6%; with 50% employer match about $153,163 at 4% or $102,109 at 6%; with 100% employer match about $114,872 at 4% or $76,581 at 6%. |
| Worth & Company Inc. Employees Pension Plan and Trust | - | 338 | $25,786,439 | $3,793,654 | $11,224iApproximate average salary by contribution assumption: employee only about $280,596 at 4% or $187,064 at 6%; with 50% employer match about $187,064 at 4% or $124,709 at 6%; with 100% employer match about $140,298 at 4% or $93,532 at 6%. |
| Worth & Company Inc. Employees Profit Sharing Plan and Trust | - | 343 | $11,759,949 | $1,012,594 | $2,952iApproximate average salary by contribution assumption: employee only about $73,804 at 4% or $49,203 at 6%; with 50% employer match about $49,203 at 4% or $32,802 at 6%; with 100% employer match about $36,902 at 4% or $24,601 at 6%. |
| Worth & Company Inc. Health and Premium Conversion Plan | - | 523 | - | - | - |
| 2013 | 3 | 552 | $35,532,667 | $3,951,147 | $7,158iApproximate average salary by contribution assumption: employee only about $178,947 at 4% or $119,298 at 6%; with 50% employer match about $119,298 at 4% or $79,532 at 6%; with 100% employer match about $89,473 at 4% or $59,649 at 6%. |
| Worth & Company Inc. Employees Pension Plan and Trust | - | 355 | $23,355,468 | $2,827,709 | $7,965iApproximate average salary by contribution assumption: employee only about $199,134 at 4% or $132,756 at 6%; with 50% employer match about $132,756 at 4% or $88,504 at 6%; with 100% employer match about $99,567 at 4% or $66,378 at 6%. |
| Worth & Company Inc. Employees Profit Sharing Plan and Trust | - | 316 | $12,177,199 | $1,123,438 | $3,555iApproximate average salary by contribution assumption: employee only about $88,880 at 4% or $59,253 at 6%; with 50% employer match about $59,253 at 4% or $39,502 at 6%; with 100% employer match about $44,440 at 4% or $29,627 at 6%. |
| Worth & Company Inc. Health and Premium Conversion Plan | - | 552 | - | - | - |
| 2012 | 3 | 428 | $28,780,392 | $3,503,377 | $8,185iApproximate average salary by contribution assumption: employee only about $204,637 at 4% or $136,424 at 6%; with 50% employer match about $136,424 at 4% or $90,950 at 6%; with 100% employer match about $102,318 at 4% or $68,212 at 6%. |
| Worth & Company Inc. Employees Pension Plan and Trust | - | 164 | $19,557,319 | $2,564,368 | $15,636iApproximate average salary by contribution assumption: employee only about $390,910 at 4% or $260,607 at 6%; with 50% employer match about $260,607 at 4% or $173,738 at 6%; with 100% employer match about $195,455 at 4% or $130,303 at 6%. |
| Worth & Company Inc. Employees Profit Sharing Plan and Trust | - | 211 | $9,223,073 | $939,009 | $4,450iApproximate average salary by contribution assumption: employee only about $111,257 at 4% or $74,171 at 6%; with 50% employer match about $74,171 at 4% or $49,448 at 6%; with 100% employer match about $55,628 at 4% or $37,086 at 6%. |
| Worth & Company Inc. Health and Premium Conversion Plan | - | 428 | - | - | - |
| 2011 | 3 | 461 | $24,132,362 | $3,030,345 | $6,573iApproximate average salary by contribution assumption: employee only about $164,335 at 4% or $109,557 at 6%; with 50% employer match about $109,557 at 4% or $73,038 at 6%; with 100% employer match about $82,168 at 4% or $54,778 at 6%. |
| Worth & Company Inc. Employees Pension Plan and Trust | - | 210 | $16,610,233 | $2,285,829 | $10,885iApproximate average salary by contribution assumption: employee only about $272,123 at 4% or $181,415 at 6%; with 50% employer match about $181,415 at 4% or $120,943 at 6%; with 100% employer match about $136,061 at 4% or $90,708 at 6%. |
| Worth & Company Inc. Employees Profit Sharing Plan and Trust | - | 178 | $7,522,129 | $744,516 | $4,183iApproximate average salary by contribution assumption: employee only about $104,567 at 4% or $69,711 at 6%; with 50% employer match about $69,711 at 4% or $46,474 at 6%; with 100% employer match about $52,283 at 4% or $34,856 at 6%. |
| Worth & Company Inc. Health and Premium Conversion Plan | - | 461 | - | - | - |
| 2010 | 3 | 354 | $23,457,708 | $2,562,713 | $7,239iApproximate average salary by contribution assumption: employee only about $180,983 at 4% or $120,655 at 6%; with 50% employer match about $120,655 at 4% or $80,437 at 6%; with 100% employer match about $90,491 at 4% or $60,328 at 6%. |
| Worth & Company Inc. Employees Pension Plan and Trust | - | 211 | $15,806,425 | $2,086,155 | $9,887iApproximate average salary by contribution assumption: employee only about $247,175 at 4% or $164,783 at 6%; with 50% employer match about $164,783 at 4% or $109,855 at 6%; with 100% employer match about $123,587 at 4% or $82,392 at 6%. |
| Worth & Company Inc. Employees Profit Sharing Plan and Trust | - | 192 | $7,651,283 | $476,558 | $2,482iApproximate average salary by contribution assumption: employee only about $62,052 at 4% or $41,368 at 6%; with 50% employer match about $41,368 at 4% or $27,579 at 6%; with 100% employer match about $31,026 at 4% or $20,684 at 6%. |
| Worth & Company Inc. Health and Premium Conversion Plan | - | 354 | - | - | - |
| 2009 | 3 | 341 | $21,106,304 | $4,138,237 | $12,136iApproximate average salary by contribution assumption: employee only about $303,390 at 4% or $202,260 at 6%; with 50% employer match about $202,260 at 4% or $134,840 at 6%; with 100% employer match about $151,695 at 4% or $101,130 at 6%. |
| Worth & Company Inc. Employees Pension Plan and Trust | - | 293 | $13,889,524 | $3,061,382 | $10,448iApproximate average salary by contribution assumption: employee only about $261,210 at 4% or $174,140 at 6%; with 50% employer match about $174,140 at 4% or $116,093 at 6%; with 100% employer match about $130,605 at 4% or $87,070 at 6%. |
| Worth & Company Inc. Employees Profit Sharing Plan and Trust | - | 212 | $7,216,780 | $1,076,855 | $5,080iApproximate average salary by contribution assumption: employee only about $126,988 at 4% or $84,658 at 6%; with 50% employer match about $84,658 at 4% or $56,439 at 6%; with 100% employer match about $63,494 at 4% or $42,329 at 6%. |
| Worth and Coman Group Life Health and Premium Conversion Plan | - | 341 | - | - | - |
| 2008 | 3 | 421 | $15,265,191 | $3,406,455 | $8,091iApproximate average salary by contribution assumption: employee only about $202,284 at 4% or $134,856 at 6%; with 50% employer match about $134,856 at 4% or $89,904 at 6%; with 100% employer match about $101,142 at 4% or $67,428 at 6%. |
| Worth & Company Inc. Employees Pension Plan and Trust | - | 179 | $10,031,590 | $2,206,964 | $12,329iApproximate average salary by contribution assumption: employee only about $308,235 at 4% or $205,490 at 6%; with 50% employer match about $205,490 at 4% or $136,993 at 6%; with 100% employer match about $154,118 at 4% or $102,745 at 6%. |
| Worth & Company Inc. Employees Profit Sharing Plan and Trust | - | 243 | $5,233,601 | $1,199,491 | $4,936iApproximate average salary by contribution assumption: employee only about $123,404 at 4% or $82,270 at 6%; with 50% employer match about $82,270 at 4% or $54,846 at 6%; with 100% employer match about $61,702 at 4% or $41,135 at 6%. |
| Worth and Coman Group Life Health and Premium Conversion Plan | - | 421 | - | - | - |
| 2007 | 3 | 559 | $17,783,638 | $2,734,837 | $4,892iApproximate average salary by contribution assumption: employee only about $122,309 at 4% or $81,540 at 6%; with 50% employer match about $81,540 at 4% or $54,360 at 6%; with 100% employer match about $61,155 at 4% or $40,770 at 6%. |
| Worth & Company Inc. Employees Pension Plan and Trust | - | 177 | $11,310,756 | $1,811,797 | $10,236iApproximate average salary by contribution assumption: employee only about $255,904 at 4% or $170,602 at 6%; with 50% employer match about $170,602 at 4% or $113,735 at 6%; with 100% employer match about $127,952 at 4% or $85,301 at 6%. |
| Worth & Company Inc. Employees Profit Sharing Plan and Trust | - | 246 | $6,472,882 | $923,040 | $3,752iApproximate average salary by contribution assumption: employee only about $93,805 at 4% or $62,537 at 6%; with 50% employer match about $62,537 at 4% or $41,691 at 6%; with 100% employer match about $46,902 at 4% or $31,268 at 6%. |
| Worth and Coman Group Life Health and Premium Conversion Plan | - | 559 | - | - | - |
| 2006 | 3 | 526 | $14,613,290 | $2,309,486 | $4,391iApproximate average salary by contribution assumption: employee only about $109,766 at 4% or $73,178 at 6%; with 50% employer match about $73,178 at 4% or $48,785 at 6%; with 100% employer match about $54,883 at 4% or $36,589 at 6%. |
| Worth & Company Inc. Employees Pension Plan and Trust | - | 188 | $9,234,069 | $1,449,868 | $7,712iApproximate average salary by contribution assumption: employee only about $192,802 at 4% or $128,534 at 6%; with 50% employer match about $128,534 at 4% or $85,690 at 6%; with 100% employer match about $96,401 at 4% or $64,267 at 6%. |
| Worth & Company Inc. Employees Profit Sharing Plan and Trust | - | 275 | $5,379,221 | $859,618 | $3,126iApproximate average salary by contribution assumption: employee only about $78,147 at 4% or $52,098 at 6%; with 50% employer match about $52,098 at 4% or $34,732 at 6%; with 100% employer match about $39,074 at 4% or $26,049 at 6%. |
| Worth and Coman Group Life Health and Premium Conversion Plan | - | 526 | - | - | - |
| 2005 | 3 | 535 | $11,443,887 | $1,988,364 | $3,717iApproximate average salary by contribution assumption: employee only about $92,914 at 4% or $61,943 at 6%; with 50% employer match about $61,943 at 4% or $41,295 at 6%; with 100% employer match about $46,457 at 4% or $30,971 at 6%. |
| Worth & Company Inc. Employees Pension Plan and Trust | - | 191 | $7,380,671 | $1,229,650 | $6,438iApproximate average salary by contribution assumption: employee only about $160,949 at 4% or $107,299 at 6%; with 50% employer match about $107,299 at 4% or $71,533 at 6%; with 100% employer match about $80,474 at 4% or $53,650 at 6%. |
| Worth & Company Inc. Employees Profit Sharing Plan and Trust | - | 237 | $4,063,216 | $758,714 | $3,201iApproximate average salary by contribution assumption: employee only about $80,033 at 4% or $53,355 at 6%; with 50% employer match about $53,355 at 4% or $35,570 at 6%; with 100% employer match about $40,017 at 4% or $26,678 at 6%. |
| Worth and Coman Group Life Health and Premium Conversion Plan | - | 535 | - | - | - |
| 2004 | 3 | 396 | $9,374,932 | $1,627,415 | $4,110iApproximate average salary by contribution assumption: employee only about $102,741 at 4% or $68,494 at 6%; with 50% employer match about $68,494 at 4% or $45,663 at 6%; with 100% employer match about $51,370 at 4% or $34,247 at 6%. |
| Worth & Company Inc. Employees Pension Plan and Trust | - | 163 | $6,278,231 | $993,918 | $6,098iApproximate average salary by contribution assumption: employee only about $152,441 at 4% or $101,628 at 6%; with 50% employer match about $101,628 at 4% or $67,752 at 6%; with 100% employer match about $76,221 at 4% or $50,814 at 6%. |
| Worth & Company Inc. Employees Profit Sharing Plan and Trust | - | 163 | $3,096,701 | $633,497 | $3,886iApproximate average salary by contribution assumption: employee only about $97,162 at 4% or $64,775 at 6%; with 50% employer match about $64,775 at 4% or $43,183 at 6%; with 100% employer match about $48,581 at 4% or $32,387 at 6%. |
| Worth and Coman Group Life Health and Premium Conversion Plan | - | 396 | - | - | - |
| 2003 | 3 | 319 | $7,330,531 | $1,043,684 | $3,272iApproximate average salary by contribution assumption: employee only about $81,793 at 4% or $54,529 at 6%; with 50% employer match about $54,529 at 4% or $36,353 at 6%; with 100% employer match about $40,897 at 4% or $27,264 at 6%. |
| Worth & Company Inc. Employees Pension Plan and Trust | - | 108 | $4,991,025 | $749,294 | $6,938iApproximate average salary by contribution assumption: employee only about $173,448 at 4% or $115,632 at 6%; with 50% employer match about $115,632 at 4% or $77,088 at 6%; with 100% employer match about $86,724 at 4% or $57,816 at 6%. |
| Worth & Company Inc. Employees Profit Sharing Plan and Trust | - | 112 | $2,339,506 | $294,390 | $2,628iApproximate average salary by contribution assumption: employee only about $65,712 at 4% or $43,808 at 6%; with 50% employer match about $43,808 at 4% or $29,205 at 6%; with 100% employer match about $32,856 at 4% or $21,904 at 6%. |
| Worth and Coman Group Life Health and Premium Conversion Plan | - | 319 | - | - | - |
| 2002 | 3 | 210 | $5,607,326 | $991,849 | $4,723iApproximate average salary by contribution assumption: employee only about $118,077 at 4% or $78,718 at 6%; with 50% employer match about $78,718 at 4% or $52,479 at 6%; with 100% employer match about $59,039 at 4% or $39,359 at 6%. |
| Worth & Company Inc. Employees Pension Plan and Trust | - | 114 | $3,866,787 | $633,206 | $5,554iApproximate average salary by contribution assumption: employee only about $138,861 at 4% or $92,574 at 6%; with 50% employer match about $92,574 at 4% or $61,716 at 6%; with 100% employer match about $69,430 at 4% or $46,287 at 6%. |
| Worth & Company Inc. Employees Profit Sharing Plan and Trust | - | 151 | $1,740,539 | $358,643 | $2,375iApproximate average salary by contribution assumption: employee only about $59,378 at 4% or $39,585 at 6%; with 50% employer match about $39,585 at 4% or $26,390 at 6%; with 100% employer match about $29,689 at 4% or $19,793 at 6%. |
| Worth and Coman Group Life Health and Premium Conversion Plan | - | 210 | - | - | - |
| 2001 | 3 | 368 | $0 | $0 | - |
| Worth & Company Inc. Employees Pension Plan and Trust | - | 120 | - | - | - |
| Worth & Company Inc. Employees Profit Sharing Plan and Trust | - | 116 | - | - | - |
| Worth and Coman Group Life Health and Premium Conversion Plan | - | 368 | - | - | - |
| 2000 | 3 | 135 | $7,559,213 | $1,217,040 | $9,015iApproximate average salary by contribution assumption: employee only about $225,378 at 4% or $150,252 at 6%; with 50% employer match about $150,252 at 4% or $100,168 at 6%; with 100% employer match about $112,689 at 4% or $75,126 at 6%. |
| Worth & Company Inc. Employees Pension Plan and Trust | - | 84 | $5,477,345 | $995,478 | $11,851iApproximate average salary by contribution assumption: employee only about $296,273 at 4% or $197,515 at 6%; with 50% employer match about $197,515 at 4% or $131,677 at 6%; with 100% employer match about $148,137 at 4% or $98,758 at 6%. |
| Worth & Company Inc. Employees Profit Sharing Plan and Trust | - | 80 | $2,081,868 | $221,562 | $2,770iApproximate average salary by contribution assumption: employee only about $69,238 at 4% or $46,159 at 6%; with 50% employer match about $46,159 at 4% or $30,773 at 6%; with 100% employer match about $34,619 at 4% or $23,079 at 6%. |
| Worth and Coman Group Life Health and Premium Conversion Plan | - | 135 | - | - | - |
| 1999 | 3 | 139 | $8,165,808 | $1,147,614 | $8,256iApproximate average salary by contribution assumption: employee only about $206,405 at 4% or $137,604 at 6%; with 50% employer match about $137,604 at 4% or $91,736 at 6%; with 100% employer match about $103,203 at 4% or $68,802 at 6%. |
| Worth & Company Inc. Employees Pension Plan and Trust | - | 81 | $5,827,346 | $910,111 | $11,236iApproximate average salary by contribution assumption: employee only about $280,898 at 4% or $187,266 at 6%; with 50% employer match about $187,266 at 4% or $124,844 at 6%; with 100% employer match about $140,449 at 4% or $93,633 at 6%. |
| Worth & Company Inc. Employees Profit Sharing Plan and Trust | - | 88 | $2,338,462 | $237,503 | $2,699iApproximate average salary by contribution assumption: employee only about $67,472 at 4% or $44,982 at 6%; with 50% employer match about $44,982 at 4% or $29,988 at 6%; with 100% employer match about $33,736 at 4% or $22,491 at 6%. |
| Worth and Coman Group Life Health and Premium Conversion Plan | - | 139 | - | - | - |