Civic Intelligence

Sherman, Werst & Company Inc.

Plan context: ALIGN WEALTH STRATEGIES, LLC CASH BALANCE PLAN

EIN 23-2933201 • Lancaster, PA • 21 filings • 5 plans

480 New Holland Ave., Suite 6204Lancaster, PA 17602
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$2,615,613

2024 Contributions

$278,722

Historical Graphs

Total Assets Over Time

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

$4,280,485$2,140,243$0200920172024YearValue
$2,615,613Latest year 2024

Participants Over Time

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

1050200920172024YearValue
10Latest 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
2024110$2,615,613$278,722$27,872iApproximate average salary by contribution assumption: employee only about $696,805 at 4% or $464,537 at 6%; with 50% employer match about $464,537 at 4% or $309,691 at 6%; with 100% employer match about $348,403 at 4% or $232,268 at 6%.
ALIGN WEALTH STRATEGIES, LLC CASH BALANCE PLAN-10$2,615,613$278,722$27,872iApproximate average salary by contribution assumption: employee only about $696,805 at 4% or $464,537 at 6%; with 50% employer match about $464,537 at 4% or $309,691 at 6%; with 100% employer match about $348,403 at 4% or $232,268 at 6%.
202319$2,173,716$261,600$29,067iApproximate average salary by contribution assumption: employee only about $726,667 at 4% or $484,444 at 6%; with 50% employer match about $484,444 at 4% or $322,963 at 6%; with 100% employer match about $363,333 at 4% or $242,222 at 6%.
ALIGN WEALTH STRATEGIES, LLC CASH BALANCE PLAN-9$2,173,716$261,600$29,067iApproximate average salary by contribution assumption: employee only about $726,667 at 4% or $484,444 at 6%; with 50% employer match about $484,444 at 4% or $322,963 at 6%; with 100% employer match about $363,333 at 4% or $242,222 at 6%.
202217$1,754,563$256,200$36,600iApproximate average salary by contribution assumption: employee only about $915,000 at 4% or $610,000 at 6%; with 50% employer match about $610,000 at 4% or $406,667 at 6%; with 100% employer match about $457,500 at 4% or $305,000 at 6%.
ALIGN WEALTH STRATEGIES, LLC CASH BALANCE PLAN-7$1,754,563$256,200$36,600iApproximate average salary by contribution assumption: employee only about $915,000 at 4% or $610,000 at 6%; with 50% employer match about $610,000 at 4% or $406,667 at 6%; with 100% employer match about $457,500 at 4% or $305,000 at 6%.
202118$1,660,780$255,000$31,875iApproximate average salary by contribution assumption: employee only about $796,875 at 4% or $531,250 at 6%; with 50% employer match about $531,250 at 4% or $354,167 at 6%; with 100% employer match about $398,438 at 4% or $265,625 at 6%.
ALIGN WEALTH STRATEGIES LLC CASH BALANCE PLAN-8$1,660,780$255,000$31,875iApproximate average salary by contribution assumption: employee only about $796,875 at 4% or $531,250 at 6%; with 50% employer match about $531,250 at 4% or $354,167 at 6%; with 100% employer match about $398,438 at 4% or $265,625 at 6%.
202018$1,296,656$257,000$32,125iApproximate average salary by contribution assumption: employee only about $803,125 at 4% or $535,417 at 6%; with 50% employer match about $535,417 at 4% or $356,944 at 6%; with 100% employer match about $401,563 at 4% or $267,708 at 6%.
ALIGN WEALTH STRATEGIES LLC CASH BALANCE PLAN-8$1,296,656$257,000$32,125iApproximate average salary by contribution assumption: employee only about $803,125 at 4% or $535,417 at 6%; with 50% employer match about $535,417 at 4% or $356,944 at 6%; with 100% employer match about $401,563 at 4% or $267,708 at 6%.
201918$948,134$257,000$32,125iApproximate average salary by contribution assumption: employee only about $803,125 at 4% or $535,417 at 6%; with 50% employer match about $535,417 at 4% or $356,944 at 6%; with 100% employer match about $401,563 at 4% or $267,708 at 6%.
ALIGN WEALTH STRATEGIES LLC CASH BALANCE PLAN-8$948,134$257,000$32,125iApproximate average salary by contribution assumption: employee only about $803,125 at 4% or $535,417 at 6%; with 50% employer match about $535,417 at 4% or $356,944 at 6%; with 100% employer match about $401,563 at 4% or $267,708 at 6%.
201827$2,432,114$339,128$48,447iApproximate average salary by contribution assumption: employee only about $1,211,171 at 4% or $807,448 at 6%; with 50% employer match about $807,448 at 4% or $538,298 at 6%; with 100% employer match about $605,586 at 4% or $403,724 at 6%.
Sherman, Werst & Company Inc. 401(K) Plan-7$1,813,374$114,128$16,304iApproximate average salary by contribution assumption: employee only about $407,600 at 4% or $271,733 at 6%; with 50% employer match about $271,733 at 4% or $181,156 at 6%; with 100% employer match about $203,800 at 4% or $135,867 at 6%.
ALIGN WEALTH STRATEGIES LLC CASH BALANCE PLAN-5$618,740$225,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
201728$4,280,485$376,837$47,105iApproximate average salary by contribution assumption: employee only about $1,177,616 at 4% or $785,077 at 6%; with 50% employer match about $785,077 at 4% or $523,385 at 6%; with 100% employer match about $588,808 at 4% or $392,539 at 6%.
Sherman, Werst & Company Inc. 401(K) Plan-8$3,467,194$172,837$21,605iApproximate average salary by contribution assumption: employee only about $540,116 at 4% or $360,077 at 6%; with 50% employer match about $360,077 at 4% or $240,051 at 6%; with 100% employer match about $270,058 at 4% or $180,039 at 6%.
SHERMAN WERST & COMPANY, INC. CASH BALANCE PLAN-6$813,291$204,000$34,000iApproximate average salary by contribution assumption: employee only about $850,000 at 4% or $566,667 at 6%; with 50% employer match about $566,667 at 4% or $377,778 at 6%; with 100% employer match about $425,000 at 4% or $283,333 at 6%.
201627$3,596,984$481,393$68,770iApproximate average salary by contribution assumption: employee only about $1,719,261 at 4% or $1,146,174 at 6%; with 50% employer match about $1,146,174 at 4% or $764,116 at 6%; with 100% employer match about $859,630 at 4% or $573,087 at 6%.
Sherman, Werst & Company Inc. 401(K) Plan-7$3,050,558$277,393$39,628iApproximate average salary by contribution assumption: employee only about $990,689 at 4% or $660,460 at 6%; with 50% employer match about $660,460 at 4% or $440,306 at 6%; with 100% employer match about $495,345 at 4% or $330,230 at 6%.
SHERMAN WERST & COMPANY, INC. CASH BALANCE PLAN-6$546,426$204,000$34,000iApproximate average salary by contribution assumption: employee only about $850,000 at 4% or $566,667 at 6%; with 50% employer match about $566,667 at 4% or $377,778 at 6%; with 100% employer match about $425,000 at 4% or $283,333 at 6%.
201527$2,930,631$318,281$45,469iApproximate average salary by contribution assumption: employee only about $1,136,718 at 4% or $757,812 at 6%; with 50% employer match about $757,812 at 4% or $505,208 at 6%; with 100% employer match about $568,359 at 4% or $378,906 at 6%.
Sherman, Werst & Company Inc. 401(K) Plan-7$2,610,365$153,281$21,897iApproximate average salary by contribution assumption: employee only about $547,432 at 4% or $364,955 at 6%; with 50% employer match about $364,955 at 4% or $243,303 at 6%; with 100% employer match about $273,716 at 4% or $182,477 at 6%.
SHERMAN WERST & COMPANY, INC. CASH BALANCE PLAN-7$320,266$165,000$23,571iApproximate average salary by contribution assumption: employee only about $589,286 at 4% or $392,857 at 6%; with 50% employer match about $392,857 at 4% or $261,905 at 6%; with 100% employer match about $294,643 at 4% or $196,429 at 6%.
201425$2,622,833$288,220$57,644iApproximate average salary by contribution assumption: employee only about $1,441,100 at 4% or $960,733 at 6%; with 50% employer match about $960,733 at 4% or $640,489 at 6%; with 100% employer match about $720,550 at 4% or $480,367 at 6%.
Sherman, Werst & Company Inc. 401(K) Plan-5$2,469,296$135,220$27,044iApproximate average salary by contribution assumption: employee only about $676,100 at 4% or $450,733 at 6%; with 50% employer match about $450,733 at 4% or $300,489 at 6%; with 100% employer match about $338,050 at 4% or $225,367 at 6%.
SHERMAN WERST & COMPANY, INC. CASH BALANCE PLAN-5$153,537$153,000$30,600iApproximate average salary by contribution assumption: employee only about $765,000 at 4% or $510,000 at 6%; with 50% employer match about $510,000 at 4% or $340,000 at 6%; with 100% employer match about $382,500 at 4% or $255,000 at 6%.
201315$2,254,515$203,096$40,619iApproximate average salary by contribution assumption: employee only about $1,015,480 at 4% or $676,987 at 6%; with 50% employer match about $676,987 at 4% or $451,324 at 6%; with 100% employer match about $507,740 at 4% or $338,493 at 6%.
Sherman, Werst & Company Inc. 401(K) Plan-5$2,254,515$203,096$40,619iApproximate average salary by contribution assumption: employee only about $1,015,480 at 4% or $676,987 at 6%; with 50% employer match about $676,987 at 4% or $451,324 at 6%; with 100% employer match about $507,740 at 4% or $338,493 at 6%.
201215$1,759,966$126,007$25,201iApproximate average salary by contribution assumption: employee only about $630,035 at 4% or $420,023 at 6%; with 50% employer match about $420,023 at 4% or $280,016 at 6%; with 100% employer match about $315,018 at 4% or $210,012 at 6%.
Sherman, Werst & Company Inc. 401(K) Plan-5$1,759,966$126,007$25,201iApproximate average salary by contribution assumption: employee only about $630,035 at 4% or $420,023 at 6%; with 50% employer match about $420,023 at 4% or $280,016 at 6%; with 100% employer match about $315,018 at 4% or $210,012 at 6%.
201115$1,441,795$122,523$24,505iApproximate average salary by contribution assumption: employee only about $612,615 at 4% or $408,410 at 6%; with 50% employer match about $408,410 at 4% or $272,273 at 6%; with 100% employer match about $306,308 at 4% or $204,205 at 6%.
Sherman, Werst & Company Inc. 401(K) Plan-5$1,441,795$122,523$24,505iApproximate average salary by contribution assumption: employee only about $612,615 at 4% or $408,410 at 6%; with 50% employer match about $408,410 at 4% or $272,273 at 6%; with 100% employer match about $306,308 at 4% or $204,205 at 6%.
201015$1,383,532$121,809$24,362iApproximate average salary by contribution assumption: employee only about $609,045 at 4% or $406,030 at 6%; with 50% employer match about $406,030 at 4% or $270,687 at 6%; with 100% employer match about $304,523 at 4% or $203,015 at 6%.
Sherman, Werst & Company Inc. 401(K) Plan-5$1,383,532$121,809$24,362iApproximate average salary by contribution assumption: employee only about $609,045 at 4% or $406,030 at 6%; with 50% employer match about $406,030 at 4% or $270,687 at 6%; with 100% employer match about $304,523 at 4% or $203,015 at 6%.
200914$1,111,580$906,847$226,712iApproximate average salary by contribution assumption: employee only about $5,667,794 at 4% or $3,778,529 at 6%; with 50% employer match about $3,778,529 at 4% or $2,519,019 at 6%; with 100% employer match about $2,833,897 at 4% or $1,889,265 at 6%.
Sherman, Werst & Company Inc. 401(K) Plan-4$1,111,580$906,847$226,712iApproximate average salary by contribution assumption: employee only about $5,667,794 at 4% or $3,778,529 at 6%; with 50% employer match about $3,778,529 at 4% or $2,519,019 at 6%; with 100% employer match about $2,833,897 at 4% or $1,889,265 at 6%.