Civic Intelligence

James L. Werst, Cfp

Plan context: James L. Werst, Cfp Retirement Savings Plan

EIN 23-2893218 • 12 filings • 2 plans

Current Snapshot

Latest Year

2008

2008 Participants

3

2008 Assets

$333,451

2008 Contributions

$45,731

Historical Graphs

Total Assets Over Time

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

$522,811$261,406$0199920032008YearValue
$333,451Latest year 2008

Participants Over Time

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

320199920032008YearValue
3Latest year 2008

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
200813$333,451$45,731$15,244iApproximate average salary by contribution assumption: employee only about $381,092 at 4% or $254,061 at 6%; with 50% employer match about $254,061 at 4% or $169,374 at 6%; with 100% employer match about $190,546 at 4% or $127,031 at 6%.
James L. Werst, Cfp Retirement Savings Plan-3$333,451$45,731$15,244iApproximate average salary by contribution assumption: employee only about $381,092 at 4% or $254,061 at 6%; with 50% employer match about $254,061 at 4% or $169,374 at 6%; with 100% employer match about $190,546 at 4% or $127,031 at 6%.
200713$522,811$56,303$18,768iApproximate average salary by contribution assumption: employee only about $469,192 at 4% or $312,794 at 6%; with 50% employer match about $312,794 at 4% or $208,530 at 6%; with 100% employer match about $234,596 at 4% or $156,397 at 6%.
James L. Werst, Cfp Retirement Savings Plan-3$522,811$56,303$18,768iApproximate average salary by contribution assumption: employee only about $469,192 at 4% or $312,794 at 6%; with 50% employer match about $312,794 at 4% or $208,530 at 6%; with 100% employer match about $234,596 at 4% or $156,397 at 6%.
200613$431,385$54,258$18,086iApproximate average salary by contribution assumption: employee only about $452,150 at 4% or $301,433 at 6%; with 50% employer match about $301,433 at 4% or $200,956 at 6%; with 100% employer match about $226,075 at 4% or $150,717 at 6%.
James L. Werst, Cfp Retirement Savings Plan-3$431,385$54,258$18,086iApproximate average salary by contribution assumption: employee only about $452,150 at 4% or $301,433 at 6%; with 50% employer match about $301,433 at 4% or $200,956 at 6%; with 100% employer match about $226,075 at 4% or $150,717 at 6%.
200413$250,663$45,569$15,190iApproximate average salary by contribution assumption: employee only about $379,742 at 4% or $253,161 at 6%; with 50% employer match about $253,161 at 4% or $168,774 at 6%; with 100% employer match about $189,871 at 4% or $126,581 at 6%.
James L. Werst, Cfp Retirement Savings Plan-3$250,663$45,569$15,190iApproximate average salary by contribution assumption: employee only about $379,742 at 4% or $253,161 at 6%; with 50% employer match about $253,161 at 4% or $168,774 at 6%; with 100% employer match about $189,871 at 4% or $126,581 at 6%.
200312$178,226$43,783$21,892iApproximate average salary by contribution assumption: employee only about $547,288 at 4% or $364,858 at 6%; with 50% employer match about $364,858 at 4% or $243,239 at 6%; with 100% employer match about $273,644 at 4% or $182,429 at 6%.
James L. Werst, Cfp Retirement Savings Plan-2$178,226$43,783$21,892iApproximate average salary by contribution assumption: employee only about $547,288 at 4% or $364,858 at 6%; with 50% employer match about $364,858 at 4% or $243,239 at 6%; with 100% employer match about $273,644 at 4% or $182,429 at 6%.
200221$100,756$42,014$42,014iApproximate average salary by contribution assumption: employee only about $1,050,350 at 4% or $700,233 at 6%; with 50% employer match about $700,233 at 4% or $466,822 at 6%; with 100% employer match about $525,175 at 4% or $350,117 at 6%.
James L. Werst, Cfp Retirement Savings Plan-1$100,756$42,014$42,014iApproximate average salary by contribution assumption: employee only about $1,050,350 at 4% or $700,233 at 6%; with 50% employer match about $700,233 at 4% or $466,822 at 6%; with 100% employer match about $525,175 at 4% or $350,117 at 6%.
James. L. Werst, Cfp Pension Plan-0---
200111$67,073$27,447$27,447iApproximate average salary by contribution assumption: employee only about $686,175 at 4% or $457,450 at 6%; with 50% employer match about $457,450 at 4% or $304,967 at 6%; with 100% employer match about $343,088 at 4% or $228,725 at 6%.
James L. Werst, Cfp Retirement Savings Plan-1$67,073$27,447$27,447iApproximate average salary by contribution assumption: employee only about $686,175 at 4% or $457,450 at 6%; with 50% employer match about $457,450 at 4% or $304,967 at 6%; with 100% employer match about $343,088 at 4% or $228,725 at 6%.
200022$57,231$33,991$16,996iApproximate average salary by contribution assumption: employee only about $424,888 at 4% or $283,258 at 6%; with 50% employer match about $283,258 at 4% or $188,839 at 6%; with 100% employer match about $212,444 at 4% or $141,629 at 6%.
James L. Werst, Cfp Retirement Savings Plan-2$44,209$25,038$12,519iApproximate average salary by contribution assumption: employee only about $312,975 at 4% or $208,650 at 6%; with 50% employer match about $208,650 at 4% or $139,100 at 6%; with 100% employer match about $156,488 at 4% or $104,325 at 6%.
James. L. Werst, Cfp Pension Plan-2$13,022$8,953$4,477iApproximate average salary by contribution assumption: employee only about $111,913 at 4% or $74,608 at 6%; with 50% employer match about $74,608 at 4% or $49,739 at 6%; with 100% employer match about $55,956 at 4% or $37,304 at 6%.
199922$30,888$30,888$15,444iApproximate average salary by contribution assumption: employee only about $386,100 at 4% or $257,400 at 6%; with 50% employer match about $257,400 at 4% or $171,600 at 6%; with 100% employer match about $193,050 at 4% or $128,700 at 6%.
James L. Werst, Cfp Retirement Savings Plan-2$23,166$23,166$11,583iApproximate average salary by contribution assumption: employee only about $289,575 at 4% or $193,050 at 6%; with 50% employer match about $193,050 at 4% or $128,700 at 6%; with 100% employer match about $144,788 at 4% or $96,525 at 6%.
James. L. Werst, Cfp Pension Plan-2$7,722$7,722$3,861iApproximate average salary by contribution assumption: employee only about $96,525 at 4% or $64,350 at 6%; with 50% employer match about $64,350 at 4% or $42,900 at 6%; with 100% employer match about $48,263 at 4% or $32,175 at 6%.