Paul Werth Associates Inc.
Plan context: Paul Werth Associates Inc. 401(K) Profit Sharing Plan
EIN 31-0726286 • Columbus, OH • 26 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
26
2025 Assets
$6,979,820
2025 Contributions
$325,832
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 26 | $6,979,820 | $325,832 | $12,532iApproximate average salary by contribution assumption: employee only about $313,300 at 4% or $208,867 at 6%; with 50% employer match about $208,867 at 4% or $139,244 at 6%; with 100% employer match about $156,650 at 4% or $104,433 at 6%. |
| Paul Werth Associates Inc. 401(K) Profit Sharing Plan | - | 26 | $6,979,820 | $325,832 | $12,532iApproximate average salary by contribution assumption: employee only about $313,300 at 4% or $208,867 at 6%; with 50% employer match about $208,867 at 4% or $139,244 at 6%; with 100% employer match about $156,650 at 4% or $104,433 at 6%. |
| 2024 | 1 | 26 | $5,745,820 | $379,865 | $14,610iApproximate average salary by contribution assumption: employee only about $365,255 at 4% or $243,503 at 6%; with 50% employer match about $243,503 at 4% or $162,335 at 6%; with 100% employer match about $182,627 at 4% or $121,752 at 6%. |
| Paul Werth Associates Inc. 401(K) Profit Sharing Plan | - | 26 | $5,745,820 | $379,865 | $14,610iApproximate average salary by contribution assumption: employee only about $365,255 at 4% or $243,503 at 6%; with 50% employer match about $243,503 at 4% or $162,335 at 6%; with 100% employer match about $182,627 at 4% or $121,752 at 6%. |
| 2023 | 1 | 30 | $4,847,373 | $383,158 | $12,772iApproximate average salary by contribution assumption: employee only about $319,298 at 4% or $212,866 at 6%; with 50% employer match about $212,866 at 4% or $141,910 at 6%; with 100% employer match about $159,649 at 4% or $106,433 at 6%. |
| Paul Werth Associates Inc. 401(K) Profit Sharing Plan | - | 30 | $4,847,373 | $383,158 | $12,772iApproximate average salary by contribution assumption: employee only about $319,298 at 4% or $212,866 at 6%; with 50% employer match about $212,866 at 4% or $141,910 at 6%; with 100% employer match about $159,649 at 4% or $106,433 at 6%. |
| 2022 | 1 | 34 | $6,022,686 | $409,906 | $12,056iApproximate average salary by contribution assumption: employee only about $301,401 at 4% or $200,934 at 6%; with 50% employer match about $200,934 at 4% or $133,956 at 6%; with 100% employer match about $150,701 at 4% or $100,467 at 6%. |
| Paul Werth Associates Inc. 401(K) Profit Sharing Plan | - | 34 | $6,022,686 | $409,906 | $12,056iApproximate average salary by contribution assumption: employee only about $301,401 at 4% or $200,934 at 6%; with 50% employer match about $200,934 at 4% or $133,956 at 6%; with 100% employer match about $150,701 at 4% or $100,467 at 6%. |
| 2021 | 1 | 31 | $8,329,380 | $356,844 | $11,511iApproximate average salary by contribution assumption: employee only about $287,777 at 4% or $191,852 at 6%; with 50% employer match about $191,852 at 4% or $127,901 at 6%; with 100% employer match about $143,889 at 4% or $95,926 at 6%. |
| Paul Werth Associates Inc. 401(K) Profit Sharing Plan | - | 31 | $8,329,380 | $356,844 | $11,511iApproximate average salary by contribution assumption: employee only about $287,777 at 4% or $191,852 at 6%; with 50% employer match about $191,852 at 4% or $127,901 at 6%; with 100% employer match about $143,889 at 4% or $95,926 at 6%. |
| 2020 | 1 | 33 | $7,022,533 | $351,521 | $10,652iApproximate average salary by contribution assumption: employee only about $266,304 at 4% or $177,536 at 6%; with 50% employer match about $177,536 at 4% or $118,357 at 6%; with 100% employer match about $133,152 at 4% or $88,768 at 6%. |
| Paul Werth Associates Inc. 401(K) Profit Sharing Plan | - | 33 | $7,022,533 | $351,521 | $10,652iApproximate average salary by contribution assumption: employee only about $266,304 at 4% or $177,536 at 6%; with 50% employer match about $177,536 at 4% or $118,357 at 6%; with 100% employer match about $133,152 at 4% or $88,768 at 6%. |
| 2019 | 1 | 31 | $5,893,557 | $342,989 | $11,064iApproximate average salary by contribution assumption: employee only about $276,604 at 4% or $184,403 at 6%; with 50% employer match about $184,403 at 4% or $122,935 at 6%; with 100% employer match about $138,302 at 4% or $92,201 at 6%. |
| Paul Werth Associates Inc. 401(K) Profit Sharing Plan | - | 31 | $5,893,557 | $342,989 | $11,064iApproximate average salary by contribution assumption: employee only about $276,604 at 4% or $184,403 at 6%; with 50% employer match about $184,403 at 4% or $122,935 at 6%; with 100% employer match about $138,302 at 4% or $92,201 at 6%. |
| 2018 | 1 | 33 | $4,520,474 | $285,450 | $8,650iApproximate average salary by contribution assumption: employee only about $216,250 at 4% or $144,167 at 6%; with 50% employer match about $144,167 at 4% or $96,111 at 6%; with 100% employer match about $108,125 at 4% or $72,083 at 6%. |
| Paul Werth Associates Inc. 401(K) Profit Sharing Plan | - | 33 | $4,520,474 | $285,450 | $8,650iApproximate average salary by contribution assumption: employee only about $216,250 at 4% or $144,167 at 6%; with 50% employer match about $144,167 at 4% or $96,111 at 6%; with 100% employer match about $108,125 at 4% or $72,083 at 6%. |
| 2017 | 1 | 28 | $4,669,178 | $285,512 | $10,197iApproximate average salary by contribution assumption: employee only about $254,921 at 4% or $169,948 at 6%; with 50% employer match about $169,948 at 4% or $113,298 at 6%; with 100% employer match about $127,461 at 4% or $84,974 at 6%. |
| Paul Werth Associates Inc. 401(K) Profit Sharing Plan | - | 28 | $4,669,178 | $285,512 | $10,197iApproximate average salary by contribution assumption: employee only about $254,921 at 4% or $169,948 at 6%; with 50% employer match about $169,948 at 4% or $113,298 at 6%; with 100% employer match about $127,461 at 4% or $84,974 at 6%. |
| 2016 | 1 | 29 | $3,758,293 | $262,411 | $9,049iApproximate average salary by contribution assumption: employee only about $226,216 at 4% or $150,811 at 6%; with 50% employer match about $150,811 at 4% or $100,541 at 6%; with 100% employer match about $113,108 at 4% or $75,405 at 6%. |
| Paul Werth Associates Inc. 401(K) Profit Sharing Plan | - | 29 | $3,758,293 | $262,411 | $9,049iApproximate average salary by contribution assumption: employee only about $226,216 at 4% or $150,811 at 6%; with 50% employer match about $150,811 at 4% or $100,541 at 6%; with 100% employer match about $113,108 at 4% or $75,405 at 6%. |
| 2015 | 1 | 30 | $3,443,673 | $247,605 | $8,254iApproximate average salary by contribution assumption: employee only about $206,338 at 4% or $137,558 at 6%; with 50% employer match about $137,558 at 4% or $91,706 at 6%; with 100% employer match about $103,169 at 4% or $68,779 at 6%. |
| Paul Werth Associates Inc. 401(K) Profit Sharing Plan | - | 30 | $3,443,673 | $247,605 | $8,254iApproximate average salary by contribution assumption: employee only about $206,338 at 4% or $137,558 at 6%; with 50% employer match about $137,558 at 4% or $91,706 at 6%; with 100% employer match about $103,169 at 4% or $68,779 at 6%. |
| 2014 | 1 | 32 | $3,398,378 | $249,236 | $7,789iApproximate average salary by contribution assumption: employee only about $194,716 at 4% or $129,810 at 6%; with 50% employer match about $129,810 at 4% or $86,540 at 6%; with 100% employer match about $97,358 at 4% or $64,905 at 6%. |
| Paul Werth Associates Inc. 401(K) Profit Sharing Plan | - | 32 | $3,398,378 | $249,236 | $7,789iApproximate average salary by contribution assumption: employee only about $194,716 at 4% or $129,810 at 6%; with 50% employer match about $129,810 at 4% or $86,540 at 6%; with 100% employer match about $97,358 at 4% or $64,905 at 6%. |
| 2013 | 1 | 32 | $3,001,217 | $161,044 | $5,033iApproximate average salary by contribution assumption: employee only about $125,816 at 4% or $83,877 at 6%; with 50% employer match about $83,877 at 4% or $55,918 at 6%; with 100% employer match about $62,908 at 4% or $41,939 at 6%. |
| Paul Werth Associates Inc. 401(K) Profit Sharing Plan | - | 32 | $3,001,217 | $161,044 | $5,033iApproximate average salary by contribution assumption: employee only about $125,816 at 4% or $83,877 at 6%; with 50% employer match about $83,877 at 4% or $55,918 at 6%; with 100% employer match about $62,908 at 4% or $41,939 at 6%. |
| 2012 | 1 | 39 | $2,917,266 | $188,130 | $4,824iApproximate average salary by contribution assumption: employee only about $120,596 at 4% or $80,397 at 6%; with 50% employer match about $80,397 at 4% or $53,598 at 6%; with 100% employer match about $60,298 at 4% or $40,199 at 6%. |
| Paul Werth Associates Inc. 401(K) Profit Sharing Plan | - | 39 | $2,917,266 | $188,130 | $4,824iApproximate average salary by contribution assumption: employee only about $120,596 at 4% or $80,397 at 6%; with 50% employer match about $80,397 at 4% or $53,598 at 6%; with 100% employer match about $60,298 at 4% or $40,199 at 6%. |
| 2011 | 1 | 43 | $2,564,170 | $187,160 | $4,353iApproximate average salary by contribution assumption: employee only about $108,814 at 4% or $72,543 at 6%; with 50% employer match about $72,543 at 4% or $48,362 at 6%; with 100% employer match about $54,407 at 4% or $36,271 at 6%. |
| Paul Werth Associates Inc. 401(K) Profit Sharing Plan | - | 43 | $2,564,170 | $187,160 | $4,353iApproximate average salary by contribution assumption: employee only about $108,814 at 4% or $72,543 at 6%; with 50% employer match about $72,543 at 4% or $48,362 at 6%; with 100% employer match about $54,407 at 4% or $36,271 at 6%. |
| 2010 | 1 | 38 | $2,514,355 | $122,141 | $3,214iApproximate average salary by contribution assumption: employee only about $80,356 at 4% or $53,571 at 6%; with 50% employer match about $53,571 at 4% or $35,714 at 6%; with 100% employer match about $40,178 at 4% or $26,785 at 6%. |
| Paul Werth Associates Inc. 401(K) Profit Sharing Plan | - | 38 | $2,514,355 | $122,141 | $3,214iApproximate average salary by contribution assumption: employee only about $80,356 at 4% or $53,571 at 6%; with 50% employer match about $53,571 at 4% or $35,714 at 6%; with 100% employer match about $40,178 at 4% or $26,785 at 6%. |
| 2009 | 1 | 37 | $2,318,116 | $251,083 | $6,786iApproximate average salary by contribution assumption: employee only about $169,651 at 4% or $113,100 at 6%; with 50% employer match about $113,100 at 4% or $75,400 at 6%; with 100% employer match about $84,825 at 4% or $56,550 at 6%. |
| Paul Werth Associates Inc. 401(K) Profit Sharing Plan | - | 37 | $2,318,116 | $251,083 | $6,786iApproximate average salary by contribution assumption: employee only about $169,651 at 4% or $113,100 at 6%; with 50% employer match about $113,100 at 4% or $75,400 at 6%; with 100% employer match about $84,825 at 4% or $56,550 at 6%. |
| 2008 | 1 | 24 | $1,905,219 | $240,221 | $10,009iApproximate average salary by contribution assumption: employee only about $250,230 at 4% or $166,820 at 6%; with 50% employer match about $166,820 at 4% or $111,213 at 6%; with 100% employer match about $125,115 at 4% or $83,410 at 6%. |
| Paul Werth Associates Inc. 401(K) Profit Sharing Plan | - | 24 | $1,905,219 | $240,221 | $10,009iApproximate average salary by contribution assumption: employee only about $250,230 at 4% or $166,820 at 6%; with 50% employer match about $166,820 at 4% or $111,213 at 6%; with 100% employer match about $125,115 at 4% or $83,410 at 6%. |
| 2007 | 1 | 22 | $2,517,558 | $300,069 | $13,640iApproximate average salary by contribution assumption: employee only about $340,988 at 4% or $227,325 at 6%; with 50% employer match about $227,325 at 4% or $151,550 at 6%; with 100% employer match about $170,494 at 4% or $113,663 at 6%. |
| Paul Werth Associates Inc. 401(K) Profit Sharing Plan | - | 22 | $2,517,558 | $300,069 | $13,640iApproximate average salary by contribution assumption: employee only about $340,988 at 4% or $227,325 at 6%; with 50% employer match about $227,325 at 4% or $151,550 at 6%; with 100% employer match about $170,494 at 4% or $113,663 at 6%. |
| 2006 | 1 | 22 | $2,425,919 | $296,085 | $13,458iApproximate average salary by contribution assumption: employee only about $336,460 at 4% or $224,307 at 6%; with 50% employer match about $224,307 at 4% or $149,538 at 6%; with 100% employer match about $168,230 at 4% or $112,153 at 6%. |
| Paul Werth Associates Inc. 401(K) Profit Sharing Plan | - | 22 | $2,425,919 | $296,085 | $13,458iApproximate average salary by contribution assumption: employee only about $336,460 at 4% or $224,307 at 6%; with 50% employer match about $224,307 at 4% or $149,538 at 6%; with 100% employer match about $168,230 at 4% or $112,153 at 6%. |
| 2005 | 1 | 19 | $1,944,817 | $565,819 | $29,780iApproximate average salary by contribution assumption: employee only about $744,499 at 4% or $496,332 at 6%; with 50% employer match about $496,332 at 4% or $330,888 at 6%; with 100% employer match about $372,249 at 4% or $248,166 at 6%. |
| Paul Werth Associates Inc. 401(K) Profit Sharing Plan | - | 19 | $1,944,817 | $565,819 | $29,780iApproximate average salary by contribution assumption: employee only about $744,499 at 4% or $496,332 at 6%; with 50% employer match about $496,332 at 4% or $330,888 at 6%; with 100% employer match about $372,249 at 4% or $248,166 at 6%. |
| 2004 | 1 | 17 | $1,391,223 | $182,366 | $10,727iApproximate average salary by contribution assumption: employee only about $268,185 at 4% or $178,790 at 6%; with 50% employer match about $178,790 at 4% or $119,193 at 6%; with 100% employer match about $134,093 at 4% or $89,395 at 6%. |
| Paul Werth Associates Inc. 401(K) Profit Sharing Plan | - | 17 | $1,391,223 | $182,366 | $10,727iApproximate average salary by contribution assumption: employee only about $268,185 at 4% or $178,790 at 6%; with 50% employer match about $178,790 at 4% or $119,193 at 6%; with 100% employer match about $134,093 at 4% or $89,395 at 6%. |
| 2003 | 1 | 16 | $1,148,875 | $151,742 | $9,484iApproximate average salary by contribution assumption: employee only about $237,097 at 4% or $158,065 at 6%; with 50% employer match about $158,065 at 4% or $105,376 at 6%; with 100% employer match about $118,548 at 4% or $79,032 at 6%. |
| Paul Werth Associates Inc. 401(K) Profit Sharing Plan | - | 16 | $1,148,875 | $151,742 | $9,484iApproximate average salary by contribution assumption: employee only about $237,097 at 4% or $158,065 at 6%; with 50% employer match about $158,065 at 4% or $105,376 at 6%; with 100% employer match about $118,548 at 4% or $79,032 at 6%. |
| 2002 | 1 | 14 | $0 | $0 | - |
| Paul Werth Associates Inc. 401(K) Profit Sharing Plan | - | 14 | - | - | - |
| 2001 | 1 | 18 | $952,408 | $142,642 | $7,925iApproximate average salary by contribution assumption: employee only about $198,114 at 4% or $132,076 at 6%; with 50% employer match about $132,076 at 4% or $88,051 at 6%; with 100% employer match about $99,057 at 4% or $66,038 at 6%. |
| Paul Werth Associates Inc. 401(K) Profit Sharing Plan | - | 18 | $952,408 | $142,642 | $7,925iApproximate average salary by contribution assumption: employee only about $198,114 at 4% or $132,076 at 6%; with 50% employer match about $132,076 at 4% or $88,051 at 6%; with 100% employer match about $99,057 at 4% or $66,038 at 6%. |
| 1999 | 1 | 17 | $946,918 | $123,399 | $7,259iApproximate average salary by contribution assumption: employee only about $181,469 at 4% or $120,979 at 6%; with 50% employer match about $120,979 at 4% or $80,653 at 6%; with 100% employer match about $90,735 at 4% or $60,490 at 6%. |
| Paul Werth Associates Inc. 401(K) Profit Sharing Plan | - | 17 | $946,918 | $123,399 | $7,259iApproximate average salary by contribution assumption: employee only about $181,469 at 4% or $120,979 at 6%; with 50% employer match about $120,979 at 4% or $80,653 at 6%; with 100% employer match about $90,735 at 4% or $60,490 at 6%. |