Werner G. Smith Inc.
Plan context: Retirement Income Plan of Werner G. Smith Inc.
EIN 34-0706339 • Cleveland, OH • 32 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
9
2024 Assets
$300,812
2024 Contributions
$167,680
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 | 2 | 9 | $300,812 | $167,680 | $18,631iApproximate average salary by contribution assumption: employee only about $465,778 at 4% or $310,519 at 6%; with 50% employer match about $310,519 at 4% or $207,012 at 6%; with 100% employer match about $232,889 at 4% or $155,259 at 6%. |
| Retirement Income Plan of Werner G. Smith Inc. | - | 8 | $296,480 | $15,000 | $1,875iApproximate average salary by contribution assumption: employee only about $46,875 at 4% or $31,250 at 6%; with 50% employer match about $31,250 at 4% or $20,833 at 6%; with 100% employer match about $23,438 at 4% or $15,625 at 6%. |
| WERNER G SMITH OFB BENEFIT PLAN | - | 9 | $4,332 | $152,680 | $16,964iApproximate average salary by contribution assumption: employee only about $424,111 at 4% or $282,741 at 6%; with 50% employer match about $282,741 at 4% or $188,494 at 6%; with 100% employer match about $212,056 at 4% or $141,370 at 6%. |
| 2023 | 2 | 10 | $277,662 | $136,690 | $13,669iApproximate average salary by contribution assumption: employee only about $341,725 at 4% or $227,817 at 6%; with 50% employer match about $227,817 at 4% or $151,878 at 6%; with 100% employer match about $170,863 at 4% or $113,908 at 6%. |
| Retirement Income Plan of Werner G. Smith Inc. | - | 8 | $272,413 | $15,000 | $1,875iApproximate average salary by contribution assumption: employee only about $46,875 at 4% or $31,250 at 6%; with 50% employer match about $31,250 at 4% or $20,833 at 6%; with 100% employer match about $23,438 at 4% or $15,625 at 6%. |
| WERNER G SMITH OFB BENEFIT PLAN | - | 10 | $5,249 | $121,690 | $12,169iApproximate average salary by contribution assumption: employee only about $304,225 at 4% or $202,817 at 6%; with 50% employer match about $202,817 at 4% or $135,211 at 6%; with 100% employer match about $152,113 at 4% or $101,408 at 6%. |
| 2022 | 2 | 11 | $252,275 | $173,390 | $15,763iApproximate average salary by contribution assumption: employee only about $394,068 at 4% or $262,712 at 6%; with 50% employer match about $262,712 at 4% or $175,141 at 6%; with 100% employer match about $197,034 at 4% or $131,356 at 6%. |
| Retirement Income Plan of Werner G. Smith Inc. | - | 8 | $249,352 | $25,000 | $3,125iApproximate average salary by contribution assumption: employee only about $78,125 at 4% or $52,083 at 6%; with 50% employer match about $52,083 at 4% or $34,722 at 6%; with 100% employer match about $39,063 at 4% or $26,042 at 6%. |
| WERNER G SMITH OFB BENEFIT PLAN | - | 11 | $2,923 | $148,390 | $13,490iApproximate average salary by contribution assumption: employee only about $337,250 at 4% or $224,833 at 6%; with 50% employer match about $224,833 at 4% or $149,889 at 6%; with 100% employer match about $168,625 at 4% or $112,417 at 6%. |
| 2021 | 2 | 10 | $262,832 | $125,957 | $12,596iApproximate average salary by contribution assumption: employee only about $314,893 at 4% or $209,928 at 6%; with 50% employer match about $209,928 at 4% or $139,952 at 6%; with 100% employer match about $157,446 at 4% or $104,964 at 6%. |
| Retirement Income Plan of Werner G. Smith Inc. | - | 10 | $259,641 | $10,000 | $1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%. |
| WERNER G SMITH OFB BENEFIT PLAN | - | 9 | $3,191 | $115,957 | $12,884iApproximate average salary by contribution assumption: employee only about $322,103 at 4% or $214,735 at 6%; with 50% employer match about $214,735 at 4% or $143,157 at 6%; with 100% employer match about $161,051 at 4% or $107,368 at 6%. |
| 2020 | 2 | 17 | $587,560 | $111,253 | $6,544iApproximate average salary by contribution assumption: employee only about $163,607 at 4% or $109,072 at 6%; with 50% employer match about $109,072 at 4% or $72,714 at 6%; with 100% employer match about $81,804 at 4% or $54,536 at 6%. |
| Retirement Income Plan of Werner G. Smith Inc. | - | 17 | $583,417 | $10,000 | $588iApproximate average salary by contribution assumption: employee only about $14,706 at 4% or $9,804 at 6%; with 50% employer match about $9,804 at 4% or $6,536 at 6%; with 100% employer match about $7,353 at 4% or $4,902 at 6%. |
| WERNER G SMITH OFB BENEFIT PLAN | - | 9 | $4,143 | $101,253 | $11,250iApproximate average salary by contribution assumption: employee only about $281,258 at 4% or $187,506 at 6%; with 50% employer match about $187,506 at 4% or $125,004 at 6%; with 100% employer match about $140,629 at 4% or $93,753 at 6%. |
| 2019 | 2 | 17 | $553,748 | $191,817 | $11,283iApproximate average salary by contribution assumption: employee only about $282,084 at 4% or $188,056 at 6%; with 50% employer match about $188,056 at 4% or $125,371 at 6%; with 100% employer match about $141,042 at 4% or $94,028 at 6%. |
| Retirement Income Plan of Werner G. Smith Inc. | - | 17 | $553,267 | $95,000 | $5,588iApproximate average salary by contribution assumption: employee only about $139,706 at 4% or $93,137 at 6%; with 50% employer match about $93,137 at 4% or $62,092 at 6%; with 100% employer match about $69,853 at 4% or $46,569 at 6%. |
| WERNER G SMITH OFB BENEFIT PLAN | - | 9 | $481 | $96,817 | $10,757iApproximate average salary by contribution assumption: employee only about $268,936 at 4% or $179,291 at 6%; with 50% employer match about $179,291 at 4% or $119,527 at 6%; with 100% employer match about $134,468 at 4% or $89,645 at 6%. |
| 2018 | 1 | 20 | $468,904 | $83,000 | $4,150iApproximate average salary by contribution assumption: employee only about $103,750 at 4% or $69,167 at 6%; with 50% employer match about $69,167 at 4% or $46,111 at 6%; with 100% employer match about $51,875 at 4% or $34,583 at 6%. |
| Retirement Income Plan of Werner G. Smith Inc. | - | 20 | $468,904 | $83,000 | $4,150iApproximate average salary by contribution assumption: employee only about $103,750 at 4% or $69,167 at 6%; with 50% employer match about $69,167 at 4% or $46,111 at 6%; with 100% employer match about $51,875 at 4% or $34,583 at 6%. |
| 2017 | 1 | 21 | $376,991 | $0 | - |
| Retirement Income Plan of Werner G. Smith Inc. | - | 21 | $376,991 | $0 | - |
| 2016 | 1 | 15 | $393,346 | $200,000 | $13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%. |
| Retirement Income Plan of Werner G. Smith Inc. | - | 15 | $393,346 | $200,000 | $13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%. |
| 2015 | 1 | 15 | $398,950 | $265,000 | $17,667iApproximate average salary by contribution assumption: employee only about $441,667 at 4% or $294,444 at 6%; with 50% employer match about $294,444 at 4% or $196,296 at 6%; with 100% employer match about $220,833 at 4% or $147,222 at 6%. |
| Retirement Income Plan of Werner G. Smith Inc. | - | 15 | $398,950 | $265,000 | $17,667iApproximate average salary by contribution assumption: employee only about $441,667 at 4% or $294,444 at 6%; with 50% employer match about $294,444 at 4% or $196,296 at 6%; with 100% employer match about $220,833 at 4% or $147,222 at 6%. |
| 2014 | 1 | 14 | $332,842 | $110,000 | $7,857iApproximate average salary by contribution assumption: employee only about $196,429 at 4% or $130,952 at 6%; with 50% employer match about $130,952 at 4% or $87,302 at 6%; with 100% employer match about $98,214 at 4% or $65,476 at 6%. |
| Retirement Income Plan of Werner G. Smith Inc. | - | 14 | $332,842 | $110,000 | $7,857iApproximate average salary by contribution assumption: employee only about $196,429 at 4% or $130,952 at 6%; with 50% employer match about $130,952 at 4% or $87,302 at 6%; with 100% employer match about $98,214 at 4% or $65,476 at 6%. |
| 2013 | 1 | 15 | $518,503 | $85,210 | $5,681iApproximate average salary by contribution assumption: employee only about $142,017 at 4% or $94,678 at 6%; with 50% employer match about $94,678 at 4% or $63,119 at 6%; with 100% employer match about $71,008 at 4% or $47,339 at 6%. |
| Retirement Income Plan of Werner G. Smith Inc. | - | 15 | $518,503 | $85,210 | $5,681iApproximate average salary by contribution assumption: employee only about $142,017 at 4% or $94,678 at 6%; with 50% employer match about $94,678 at 4% or $63,119 at 6%; with 100% employer match about $71,008 at 4% or $47,339 at 6%. |
| 2012 | 1 | 15 | $415,619 | $129,347 | $8,623iApproximate average salary by contribution assumption: employee only about $215,578 at 4% or $143,719 at 6%; with 50% employer match about $143,719 at 4% or $95,813 at 6%; with 100% employer match about $107,789 at 4% or $71,859 at 6%. |
| Retirement Income Plan of Werner G. Smith Inc. | - | 15 | $415,619 | $129,347 | $8,623iApproximate average salary by contribution assumption: employee only about $215,578 at 4% or $143,719 at 6%; with 50% employer match about $143,719 at 4% or $95,813 at 6%; with 100% employer match about $107,789 at 4% or $71,859 at 6%. |
| 2011 | 1 | 15 | $333,229 | $0 | - |
| Retirement Income Plan of Werner G. Smith Inc. | - | 15 | $333,229 | $0 | - |
| 2010 | 1 | 16 | $834,753 | $0 | - |
| Retirement Income Plan of Werner G. Smith Inc. | - | 16 | $834,753 | - | - |
| 2009 | 1 | 16 | $1,042,296 | $0 | - |
| Retirement Income Plan of Werner G. Smith Inc. | - | 16 | $1,042,296 | $0 | - |
| 2008 | 1 | 13 | $1,006,616 | $0 | - |
| Retirement Income Plan of Werner G. Smith Inc. | - | 13 | $1,006,616 | - | - |
| 2007 | 1 | 14 | $1,224,872 | $0 | - |
| Retirement Income Plan of Werner G. Smith Inc. | - | 14 | $1,224,872 | - | - |
| 2006 | 1 | 14 | $1,204,086 | $0 | - |
| Retirement Income Plan of Werner G. Smith Inc. | - | 14 | $1,204,086 | - | - |
| 2005 | 1 | 12 | $1,208,454 | $22,975 | $1,915iApproximate average salary by contribution assumption: employee only about $47,865 at 4% or $31,910 at 6%; with 50% employer match about $31,910 at 4% or $21,273 at 6%; with 100% employer match about $23,932 at 4% or $15,955 at 6%. |
| Retirement Income Plan of Werner G. Smith Inc. | - | 12 | $1,208,454 | $22,975 | $1,915iApproximate average salary by contribution assumption: employee only about $47,865 at 4% or $31,910 at 6%; with 50% employer match about $31,910 at 4% or $21,273 at 6%; with 100% employer match about $23,932 at 4% or $15,955 at 6%. |
| 2004 | 1 | 16 | $0 | $0 | - |
| Retirement Income Plan of Werner G. Smith Inc. | - | 16 | - | - | - |
| 2003 | 1 | 16 | $0 | $0 | - |
| Retirement Income Plan of Werner G. Smith Inc. | - | 16 | - | - | - |
| 2002 | 1 | 17 | $0 | $0 | - |
| Retirement Income Plan of Werner G. Smith Inc. | - | 17 | - | - | - |
| 2001 | 1 | 18 | $0 | $0 | - |
| Retirement Income Plan of Werner G. Smith Inc. | - | 18 | - | - | - |
| 2000 | 1 | 18 | $0 | $0 | - |
| Retirement Income Plan of Werner G. Smith Inc. | - | 18 | - | - | - |
| 1999 | 1 | 18 | $0 | $0 | - |
| Retirement Income Plan of Werner G. Smith Inc. | - | 18 | - | - | - |