Civic Intelligence

Wordsworth & Associates Inc.

Plan context: Wordsworth & Associates 401K Profit Sharing Plan & Trust

EIN 31-1276127 • Cincinnati, OH • 25 filings • 4 plans

2692 Madison Rd.Ste. N1 #388Cincinnati, OH 45208-1321
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$1,626,451

2024 Contributions

$79,016

Historical Graphs

Total Assets Over Time

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

$1,626,451$813,226$0200220142024YearValue
$1,626,451Latest year 2024

Participants Over Time

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

1260200220142024YearValue
11Latest 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
2024211$1,626,451$79,016$7,183iApproximate average salary by contribution assumption: employee only about $179,582 at 4% or $119,721 at 6%; with 50% employer match about $119,721 at 4% or $79,814 at 6%; with 100% employer match about $89,791 at 4% or $59,861 at 6%.
Wordsworth & Associates 401K Profit Sharing Plan & Trust-11$1,626,451$23,565$2,142iApproximate average salary by contribution assumption: employee only about $53,557 at 4% or $35,705 at 6%; with 50% employer match about $35,705 at 4% or $23,803 at 6%; with 100% employer match about $26,778 at 4% or $17,852 at 6%.
WORDSWORTH COMM SOCA BENEFIT PLAN-0$0$55,451-
2023212$1,455,412$96,363$8,030iApproximate average salary by contribution assumption: employee only about $200,756 at 4% or $133,838 at 6%; with 50% employer match about $133,838 at 4% or $89,225 at 6%; with 100% employer match about $100,378 at 4% or $66,919 at 6%.
Wordsworth & Associates 401K Profit Sharing Plan & Trust-12$1,453,735$45,636$3,803iApproximate average salary by contribution assumption: employee only about $95,075 at 4% or $63,383 at 6%; with 50% employer match about $63,383 at 4% or $42,256 at 6%; with 100% employer match about $47,538 at 4% or $31,692 at 6%.
WORDSWORTH COMM SOCA BENEFIT PLAN-6$1,677$50,727$8,455iApproximate average salary by contribution assumption: employee only about $211,363 at 4% or $140,908 at 6%; with 50% employer match about $140,908 at 4% or $93,939 at 6%; with 100% employer match about $105,681 at 4% or $70,454 at 6%.
2022212$1,229,205$79,359$6,613iApproximate average salary by contribution assumption: employee only about $165,331 at 4% or $110,221 at 6%; with 50% employer match about $110,221 at 4% or $73,481 at 6%; with 100% employer match about $82,666 at 4% or $55,110 at 6%.
Wordsworth & Associates 401K Profit Sharing Plan & Trust-12$1,228,274$49,133$4,094iApproximate average salary by contribution assumption: employee only about $102,360 at 4% or $68,240 at 6%; with 50% employer match about $68,240 at 4% or $45,494 at 6%; with 100% employer match about $51,180 at 4% or $34,120 at 6%.
WORDSWORTH COMM SOCA BENEFIT PLAN-6$931$30,226$5,038iApproximate average salary by contribution assumption: employee only about $125,942 at 4% or $83,961 at 6%; with 50% employer match about $83,961 at 4% or $55,974 at 6%; with 100% employer match about $62,971 at 4% or $41,981 at 6%.
202116$1,375,511$32,995$5,499iApproximate average salary by contribution assumption: employee only about $137,479 at 4% or $91,653 at 6%; with 50% employer match about $91,653 at 4% or $61,102 at 6%; with 100% employer match about $68,740 at 4% or $45,826 at 6%.
Wordsworth & Associates 401K Profit Sharing Plan & Trust-6$1,375,511$32,995$5,499iApproximate average salary by contribution assumption: employee only about $137,479 at 4% or $91,653 at 6%; with 50% employer match about $91,653 at 4% or $61,102 at 6%; with 100% employer match about $68,740 at 4% or $45,826 at 6%.
202016$1,147,315$32,117$5,353iApproximate average salary by contribution assumption: employee only about $133,821 at 4% or $89,214 at 6%; with 50% employer match about $89,214 at 4% or $59,476 at 6%; with 100% employer match about $66,910 at 4% or $44,607 at 6%.
Wordsworth & Associates 401K Profit Sharing Plan & Trust-6$1,147,315$32,117$5,353iApproximate average salary by contribution assumption: employee only about $133,821 at 4% or $89,214 at 6%; with 50% employer match about $89,214 at 4% or $59,476 at 6%; with 100% employer match about $66,910 at 4% or $44,607 at 6%.
201916$1,012,557$42,724$7,121iApproximate average salary by contribution assumption: employee only about $178,017 at 4% or $118,678 at 6%; with 50% employer match about $118,678 at 4% or $79,119 at 6%; with 100% employer match about $89,008 at 4% or $59,339 at 6%.
Wordsworth & Associates 401K Profit Sharing Plan & Trust-6$1,012,557$42,724$7,121iApproximate average salary by contribution assumption: employee only about $178,017 at 4% or $118,678 at 6%; with 50% employer match about $118,678 at 4% or $79,119 at 6%; with 100% employer match about $89,008 at 4% or $59,339 at 6%.
2018110$845,829$66,758$6,676iApproximate average salary by contribution assumption: employee only about $166,895 at 4% or $111,263 at 6%; with 50% employer match about $111,263 at 4% or $74,176 at 6%; with 100% employer match about $83,448 at 4% or $55,632 at 6%.
Wordsworth & Associates 401K Profit Sharing Plan & Trust-10$845,829$66,758$6,676iApproximate average salary by contribution assumption: employee only about $166,895 at 4% or $111,263 at 6%; with 50% employer match about $111,263 at 4% or $74,176 at 6%; with 100% employer match about $83,448 at 4% or $55,632 at 6%.
201719$950,790$30,168$3,352iApproximate average salary by contribution assumption: employee only about $83,800 at 4% or $55,867 at 6%; with 50% employer match about $55,867 at 4% or $37,244 at 6%; with 100% employer match about $41,900 at 4% or $27,933 at 6%.
Wordsworth & Associates 401K Profit Sharing Plan & Trust-9$950,790$30,168$3,352iApproximate average salary by contribution assumption: employee only about $83,800 at 4% or $55,867 at 6%; with 50% employer match about $55,867 at 4% or $37,244 at 6%; with 100% employer match about $41,900 at 4% or $27,933 at 6%.
2016112$846,750$96,368$8,031iApproximate average salary by contribution assumption: employee only about $200,767 at 4% or $133,844 at 6%; with 50% employer match about $133,844 at 4% or $89,230 at 6%; with 100% employer match about $100,383 at 4% or $66,922 at 6%.
Wordsworth & Associates 401K Profit Sharing Plan & Trust-12$846,750$96,368$8,031iApproximate average salary by contribution assumption: employee only about $200,767 at 4% or $133,844 at 6%; with 50% employer match about $133,844 at 4% or $89,230 at 6%; with 100% employer match about $100,383 at 4% or $66,922 at 6%.
201517$671,043$74,460$10,637iApproximate average salary by contribution assumption: employee only about $265,929 at 4% or $177,286 at 6%; with 50% employer match about $177,286 at 4% or $118,190 at 6%; with 100% employer match about $132,964 at 4% or $88,643 at 6%.
Wordsworth & Associates 401K Profit Sharing Plan & Trust-7$671,043$74,460$10,637iApproximate average salary by contribution assumption: employee only about $265,929 at 4% or $177,286 at 6%; with 50% employer match about $177,286 at 4% or $118,190 at 6%; with 100% employer match about $132,964 at 4% or $88,643 at 6%.
201417$631,825$201,060$28,723iApproximate average salary by contribution assumption: employee only about $718,071 at 4% or $478,714 at 6%; with 50% employer match about $478,714 at 4% or $319,143 at 6%; with 100% employer match about $359,036 at 4% or $239,357 at 6%.
Wordsworth & Associates 401K Profit Sharing Plan & Trust-7$631,825$201,060$28,723iApproximate average salary by contribution assumption: employee only about $718,071 at 4% or $478,714 at 6%; with 50% employer match about $478,714 at 4% or $319,143 at 6%; with 100% employer match about $359,036 at 4% or $239,357 at 6%.
2013112$1,053,419$74,192$6,183iApproximate average salary by contribution assumption: employee only about $154,567 at 4% or $103,044 at 6%; with 50% employer match about $103,044 at 4% or $68,696 at 6%; with 100% employer match about $77,283 at 4% or $51,522 at 6%.
Wordsworth & Associates 401K Profit Sharing Plan & Trust-12$1,053,419$74,192$6,183iApproximate average salary by contribution assumption: employee only about $154,567 at 4% or $103,044 at 6%; with 50% employer match about $103,044 at 4% or $68,696 at 6%; with 100% employer match about $77,283 at 4% or $51,522 at 6%.
2012110$835,029$98,461$9,846iApproximate average salary by contribution assumption: employee only about $246,153 at 4% or $164,102 at 6%; with 50% employer match about $164,102 at 4% or $109,401 at 6%; with 100% employer match about $123,076 at 4% or $82,051 at 6%.
Wordsworth & Associates 401K Profit Sharing Plan & Trust-10$835,029$98,461$9,846iApproximate average salary by contribution assumption: employee only about $246,153 at 4% or $164,102 at 6%; with 50% employer match about $164,102 at 4% or $109,401 at 6%; with 100% employer match about $123,076 at 4% or $82,051 at 6%.
2011110$644,348$73,708$7,371iApproximate average salary by contribution assumption: employee only about $184,270 at 4% or $122,847 at 6%; with 50% employer match about $122,847 at 4% or $81,898 at 6%; with 100% employer match about $92,135 at 4% or $61,423 at 6%.
Wordsworth & Associates 401K Profit Sharing Plan & Trust-10$644,348$73,708$7,371iApproximate average salary by contribution assumption: employee only about $184,270 at 4% or $122,847 at 6%; with 50% employer match about $122,847 at 4% or $81,898 at 6%; with 100% employer match about $92,135 at 4% or $61,423 at 6%.
201017$653,702$73,581$10,512iApproximate average salary by contribution assumption: employee only about $262,789 at 4% or $175,193 at 6%; with 50% employer match about $175,193 at 4% or $116,795 at 6%; with 100% employer match about $131,395 at 4% or $87,596 at 6%.
Wordsworth & Associates 401K Profit Sharing Plan & Trust-7$653,702$73,581$10,512iApproximate average salary by contribution assumption: employee only about $262,789 at 4% or $175,193 at 6%; with 50% employer match about $175,193 at 4% or $116,795 at 6%; with 100% employer match about $131,395 at 4% or $87,596 at 6%.
2009110$499,893$78,586$7,859iApproximate average salary by contribution assumption: employee only about $196,465 at 4% or $130,977 at 6%; with 50% employer match about $130,977 at 4% or $87,318 at 6%; with 100% employer match about $98,233 at 4% or $65,488 at 6%.
Wordsworth & Associates 401K Profit Sharing Plan & Trust-10$499,893$78,586$7,859iApproximate average salary by contribution assumption: employee only about $196,465 at 4% or $130,977 at 6%; with 50% employer match about $130,977 at 4% or $87,318 at 6%; with 100% employer match about $98,233 at 4% or $65,488 at 6%.
2008111$332,335$81,859$7,442iApproximate average salary by contribution assumption: employee only about $186,043 at 4% or $124,029 at 6%; with 50% employer match about $124,029 at 4% or $82,686 at 6%; with 100% employer match about $93,022 at 4% or $62,014 at 6%.
Wordsworth & Associates 401K Profit Sharing Plan & Trust-11$332,335$81,859$7,442iApproximate average salary by contribution assumption: employee only about $186,043 at 4% or $124,029 at 6%; with 50% employer match about $124,029 at 4% or $82,686 at 6%; with 100% employer match about $93,022 at 4% or $62,014 at 6%.
2007110$365,764$69,541$6,954iApproximate average salary by contribution assumption: employee only about $173,853 at 4% or $115,902 at 6%; with 50% employer match about $115,902 at 4% or $77,268 at 6%; with 100% employer match about $86,926 at 4% or $57,951 at 6%.
Wordsworth & Associates 401K Profit Sharing Plan & Trust-10$365,764$69,541$6,954iApproximate average salary by contribution assumption: employee only about $173,853 at 4% or $115,902 at 6%; with 50% employer match about $115,902 at 4% or $77,268 at 6%; with 100% employer match about $86,926 at 4% or $57,951 at 6%.
2006110$284,710$60,916$6,092iApproximate average salary by contribution assumption: employee only about $152,290 at 4% or $101,527 at 6%; with 50% employer match about $101,527 at 4% or $67,684 at 6%; with 100% employer match about $76,145 at 4% or $50,763 at 6%.
Wordsworth & Associates 401K Profit Sharing Plan & Trust-10$284,710$60,916$6,092iApproximate average salary by contribution assumption: employee only about $152,290 at 4% or $101,527 at 6%; with 50% employer match about $101,527 at 4% or $67,684 at 6%; with 100% employer match about $76,145 at 4% or $50,763 at 6%.
200416$133,137$30,537$5,090iApproximate average salary by contribution assumption: employee only about $127,238 at 4% or $84,825 at 6%; with 50% employer match about $84,825 at 4% or $56,550 at 6%; with 100% employer match about $63,619 at 4% or $42,413 at 6%.
Wordsworth & Associates 401K Profit Sharing Plan & Trust-6$133,137$30,537$5,090iApproximate average salary by contribution assumption: employee only about $127,238 at 4% or $84,825 at 6%; with 50% employer match about $84,825 at 4% or $56,550 at 6%; with 100% employer match about $63,619 at 4% or $42,413 at 6%.
200314$93,077$23,501$5,875iApproximate average salary by contribution assumption: employee only about $146,881 at 4% or $97,921 at 6%; with 50% employer match about $97,921 at 4% or $65,281 at 6%; with 100% employer match about $73,441 at 4% or $48,960 at 6%.
Wordsworth & Associates 401K Profit Sharing Plan & Trust-4$93,077$23,501$5,875iApproximate average salary by contribution assumption: employee only about $146,881 at 4% or $97,921 at 6%; with 50% employer match about $97,921 at 4% or $65,281 at 6%; with 100% employer match about $73,441 at 4% or $48,960 at 6%.
200213$56,083$21,390$7,130iApproximate average salary by contribution assumption: employee only about $178,250 at 4% or $118,833 at 6%; with 50% employer match about $118,833 at 4% or $79,222 at 6%; with 100% employer match about $89,125 at 4% or $59,417 at 6%.
Wordsworth & Associates 401K Profit Sharing Plan & Trust-3$56,083$21,390$7,130iApproximate average salary by contribution assumption: employee only about $178,250 at 4% or $118,833 at 6%; with 50% employer match about $118,833 at 4% or $79,222 at 6%; with 100% employer match about $89,125 at 4% or $59,417 at 6%.