Civic Intelligence

The Wortzman Company

Plan context: The Wortzman Company 401K Retirement Plan

EIN 34-1316000 • Beachwood, OH • 24 filings • 4 plans

3333 Richmond Rd.Suite 170Beachwood, OH 44122
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$3,852,625

2024 Contributions

$112,595

Historical Graphs

Total Assets Over Time

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

$3,852,625$1,926,313$0199920132024YearValue
$3,852,625Latest year 2024

Participants Over Time

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

950199920132024YearValue
5Latest 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
202415$3,852,625$112,595$22,519iApproximate average salary by contribution assumption: employee only about $562,975 at 4% or $375,317 at 6%; with 50% employer match about $375,317 at 4% or $250,211 at 6%; with 100% employer match about $281,488 at 4% or $187,658 at 6%.
The Wortzman Company 401K Retirement Plan-5$3,852,625$112,595$22,519iApproximate average salary by contribution assumption: employee only about $562,975 at 4% or $375,317 at 6%; with 50% employer match about $375,317 at 4% or $250,211 at 6%; with 100% employer match about $281,488 at 4% or $187,658 at 6%.
202315$3,252,676$109,534$21,907iApproximate average salary by contribution assumption: employee only about $547,670 at 4% or $365,113 at 6%; with 50% employer match about $365,113 at 4% or $243,409 at 6%; with 100% employer match about $273,835 at 4% or $182,557 at 6%.
The Wortzman Company 401K Retirement Plan-5$3,252,676$109,534$21,907iApproximate average salary by contribution assumption: employee only about $547,670 at 4% or $365,113 at 6%; with 50% employer match about $365,113 at 4% or $243,409 at 6%; with 100% employer match about $273,835 at 4% or $182,557 at 6%.
202215$2,587,743$109,517$21,903iApproximate average salary by contribution assumption: employee only about $547,585 at 4% or $365,057 at 6%; with 50% employer match about $365,057 at 4% or $243,371 at 6%; with 100% employer match about $273,793 at 4% or $182,528 at 6%.
The Wortzman Company 401K Retirement Plan-5$2,587,743$109,517$21,903iApproximate average salary by contribution assumption: employee only about $547,585 at 4% or $365,057 at 6%; with 50% employer match about $365,057 at 4% or $243,371 at 6%; with 100% employer match about $273,793 at 4% or $182,528 at 6%.
202115$3,488,775$108,923$21,785iApproximate average salary by contribution assumption: employee only about $544,615 at 4% or $363,077 at 6%; with 50% employer match about $363,077 at 4% or $242,051 at 6%; with 100% employer match about $272,308 at 4% or $181,538 at 6%.
The Wortzman Company 401K Retirement Plan-5$3,488,775$108,923$21,785iApproximate average salary by contribution assumption: employee only about $544,615 at 4% or $363,077 at 6%; with 50% employer match about $363,077 at 4% or $242,051 at 6%; with 100% employer match about $272,308 at 4% or $181,538 at 6%.
202015$2,901,857$109,582$21,916iApproximate average salary by contribution assumption: employee only about $547,910 at 4% or $365,273 at 6%; with 50% employer match about $365,273 at 4% or $243,516 at 6%; with 100% employer match about $273,955 at 4% or $182,637 at 6%.
The Wortzman Company 401K Retirement Plan-5$2,901,857$109,582$21,916iApproximate average salary by contribution assumption: employee only about $547,910 at 4% or $365,273 at 6%; with 50% employer match about $365,273 at 4% or $243,516 at 6%; with 100% employer match about $273,955 at 4% or $182,637 at 6%.
201915$2,188,221$118,569$23,714iApproximate average salary by contribution assumption: employee only about $592,845 at 4% or $395,230 at 6%; with 50% employer match about $395,230 at 4% or $263,487 at 6%; with 100% employer match about $296,423 at 4% or $197,615 at 6%.
The Wortzman Company 401K Retirement Plan-5$2,188,221$118,569$23,714iApproximate average salary by contribution assumption: employee only about $592,845 at 4% or $395,230 at 6%; with 50% employer match about $395,230 at 4% or $263,487 at 6%; with 100% employer match about $296,423 at 4% or $197,615 at 6%.
201815$1,655,131$114,366$22,873iApproximate average salary by contribution assumption: employee only about $571,830 at 4% or $381,220 at 6%; with 50% employer match about $381,220 at 4% or $254,147 at 6%; with 100% employer match about $285,915 at 4% or $190,610 at 6%.
The Wortzman Company 401K Retirement Plan-5$1,655,131$114,366$22,873iApproximate average salary by contribution assumption: employee only about $571,830 at 4% or $381,220 at 6%; with 50% employer match about $381,220 at 4% or $254,147 at 6%; with 100% employer match about $285,915 at 4% or $190,610 at 6%.
201715$1,680,576$109,911$21,982iApproximate average salary by contribution assumption: employee only about $549,555 at 4% or $366,370 at 6%; with 50% employer match about $366,370 at 4% or $244,247 at 6%; with 100% employer match about $274,778 at 4% or $183,185 at 6%.
The Wortzman Company 401K Retirement Plan-5$1,680,576$109,911$21,982iApproximate average salary by contribution assumption: employee only about $549,555 at 4% or $366,370 at 6%; with 50% employer match about $366,370 at 4% or $244,247 at 6%; with 100% employer match about $274,778 at 4% or $183,185 at 6%.
201615$1,314,130$40,052$8,010iApproximate average salary by contribution assumption: employee only about $200,260 at 4% or $133,507 at 6%; with 50% employer match about $133,507 at 4% or $89,004 at 6%; with 100% employer match about $100,130 at 4% or $66,753 at 6%.
The Wortzman Company 401K Retirement Plan-5$1,314,130$40,052$8,010iApproximate average salary by contribution assumption: employee only about $200,260 at 4% or $133,507 at 6%; with 50% employer match about $133,507 at 4% or $89,004 at 6%; with 100% employer match about $100,130 at 4% or $66,753 at 6%.
201516$1,302,003$90,947$15,158iApproximate average salary by contribution assumption: employee only about $378,946 at 4% or $252,631 at 6%; with 50% employer match about $252,631 at 4% or $168,420 at 6%; with 100% employer match about $189,473 at 4% or $126,315 at 6%.
The Wortzman Company 401K Retirement Plan-6$1,302,003$90,947$15,158iApproximate average salary by contribution assumption: employee only about $378,946 at 4% or $252,631 at 6%; with 50% employer match about $252,631 at 4% or $168,420 at 6%; with 100% employer match about $189,473 at 4% or $126,315 at 6%.
201416$1,499,240$96,744$16,124iApproximate average salary by contribution assumption: employee only about $403,100 at 4% or $268,733 at 6%; with 50% employer match about $268,733 at 4% or $179,156 at 6%; with 100% employer match about $201,550 at 4% or $134,367 at 6%.
The Wortzman Company 401K Retirement Plan-6$1,499,240$96,744$16,124iApproximate average salary by contribution assumption: employee only about $403,100 at 4% or $268,733 at 6%; with 50% employer match about $268,733 at 4% or $179,156 at 6%; with 100% employer match about $201,550 at 4% or $134,367 at 6%.
201317$1,425,174$77,654$11,093iApproximate average salary by contribution assumption: employee only about $277,336 at 4% or $184,890 at 6%; with 50% employer match about $184,890 at 4% or $123,260 at 6%; with 100% employer match about $138,668 at 4% or $92,445 at 6%.
The Wortzman Company 401K Retirement Plan-7$1,425,174$77,654$11,093iApproximate average salary by contribution assumption: employee only about $277,336 at 4% or $184,890 at 6%; with 50% employer match about $184,890 at 4% or $123,260 at 6%; with 100% employer match about $138,668 at 4% or $92,445 at 6%.
201217$1,032,376$77,537$11,077iApproximate average salary by contribution assumption: employee only about $276,918 at 4% or $184,612 at 6%; with 50% employer match about $184,612 at 4% or $123,075 at 6%; with 100% employer match about $138,459 at 4% or $92,306 at 6%.
The Wortzman Company 401K Retirement Plan-7$1,032,376$77,537$11,077iApproximate average salary by contribution assumption: employee only about $276,918 at 4% or $184,612 at 6%; with 50% employer match about $184,612 at 4% or $123,075 at 6%; with 100% employer match about $138,459 at 4% or $92,306 at 6%.
201117$920,702$70,601$10,086iApproximate average salary by contribution assumption: employee only about $252,146 at 4% or $168,098 at 6%; with 50% employer match about $168,098 at 4% or $112,065 at 6%; with 100% employer match about $126,073 at 4% or $84,049 at 6%.
The Wortzman Company 401K Retirement Plan-7$920,702$70,601$10,086iApproximate average salary by contribution assumption: employee only about $252,146 at 4% or $168,098 at 6%; with 50% employer match about $168,098 at 4% or $112,065 at 6%; with 100% employer match about $126,073 at 4% or $84,049 at 6%.
200915$630,859$71,963$14,393iApproximate average salary by contribution assumption: employee only about $359,815 at 4% or $239,877 at 6%; with 50% employer match about $239,877 at 4% or $159,918 at 6%; with 100% employer match about $179,908 at 4% or $119,938 at 6%.
The Wortzman Company 401K Retirement Plan-5$630,859$71,963$14,393iApproximate average salary by contribution assumption: employee only about $359,815 at 4% or $239,877 at 6%; with 50% employer match about $239,877 at 4% or $159,918 at 6%; with 100% employer match about $179,908 at 4% or $119,938 at 6%.
200815$0$0-
The Wortzman Company 401K Retirement Plan-5---
200718$641,787$55,762$6,970iApproximate average salary by contribution assumption: employee only about $174,256 at 4% or $116,171 at 6%; with 50% employer match about $116,171 at 4% or $77,447 at 6%; with 100% employer match about $87,128 at 4% or $58,085 at 6%.
The Wortzman Company 401K Retirement Plan-8$641,787$55,762$6,970iApproximate average salary by contribution assumption: employee only about $174,256 at 4% or $116,171 at 6%; with 50% employer match about $116,171 at 4% or $77,447 at 6%; with 100% employer match about $87,128 at 4% or $58,085 at 6%.
200619$501,587$61,014$6,779iApproximate average salary by contribution assumption: employee only about $169,483 at 4% or $112,989 at 6%; with 50% employer match about $112,989 at 4% or $75,326 at 6%; with 100% employer match about $84,742 at 4% or $56,494 at 6%.
The Wortzman Company 401K Retirement Plan-9$501,587$61,014$6,779iApproximate average salary by contribution assumption: employee only about $169,483 at 4% or $112,989 at 6%; with 50% employer match about $112,989 at 4% or $75,326 at 6%; with 100% employer match about $84,742 at 4% or $56,494 at 6%.
200519$416,281$66,051$7,339iApproximate average salary by contribution assumption: employee only about $183,475 at 4% or $122,317 at 6%; with 50% employer match about $122,317 at 4% or $81,544 at 6%; with 100% employer match about $91,738 at 4% or $61,158 at 6%.
The Wortzman Company 401K Retirement Plan-9$416,281$66,051$7,339iApproximate average salary by contribution assumption: employee only about $183,475 at 4% or $122,317 at 6%; with 50% employer match about $122,317 at 4% or $81,544 at 6%; with 100% employer match about $91,738 at 4% or $61,158 at 6%.
200418$314,250$62,937$7,867iApproximate average salary by contribution assumption: employee only about $196,678 at 4% or $131,119 at 6%; with 50% employer match about $131,119 at 4% or $87,413 at 6%; with 100% employer match about $98,339 at 4% or $65,559 at 6%.
The Wortzman Company 401K Retirement Plan-8$314,250$62,937$7,867iApproximate average salary by contribution assumption: employee only about $196,678 at 4% or $131,119 at 6%; with 50% employer match about $131,119 at 4% or $87,413 at 6%; with 100% employer match about $98,339 at 4% or $65,559 at 6%.
200317$221,602$54,240$7,749iApproximate average salary by contribution assumption: employee only about $193,714 at 4% or $129,143 at 6%; with 50% employer match about $129,143 at 4% or $86,095 at 6%; with 100% employer match about $96,857 at 4% or $64,571 at 6%.
The Wortzman Company 401K Retirement Plan-7$221,602$54,240$7,749iApproximate average salary by contribution assumption: employee only about $193,714 at 4% or $129,143 at 6%; with 50% employer match about $129,143 at 4% or $86,095 at 6%; with 100% employer match about $96,857 at 4% or $64,571 at 6%.
200216$156,230$50,650$8,442iApproximate average salary by contribution assumption: employee only about $211,042 at 4% or $140,694 at 6%; with 50% employer match about $140,694 at 4% or $93,796 at 6%; with 100% employer match about $105,521 at 4% or $70,347 at 6%.
The Wortzman Company 401K Retirement Plan-6$156,230$50,650$8,442iApproximate average salary by contribution assumption: employee only about $211,042 at 4% or $140,694 at 6%; with 50% employer match about $140,694 at 4% or $93,796 at 6%; with 100% employer match about $105,521 at 4% or $70,347 at 6%.
200015$49,762$27,927$5,585iApproximate average salary by contribution assumption: employee only about $139,635 at 4% or $93,090 at 6%; with 50% employer match about $93,090 at 4% or $62,060 at 6%; with 100% employer match about $69,818 at 4% or $46,545 at 6%.
The Wortzman Company 401K Retirement Plan-5$49,762$27,927$5,585iApproximate average salary by contribution assumption: employee only about $139,635 at 4% or $93,090 at 6%; with 50% employer match about $93,090 at 4% or $62,060 at 6%; with 100% employer match about $69,818 at 4% or $46,545 at 6%.
199913$21,488$21,488$7,163iApproximate average salary by contribution assumption: employee only about $179,067 at 4% or $119,378 at 6%; with 50% employer match about $119,378 at 4% or $79,585 at 6%; with 100% employer match about $89,533 at 4% or $59,689 at 6%.
The Wortzman Company 401K Retirement Plan-3$21,488$21,488$7,163iApproximate average salary by contribution assumption: employee only about $179,067 at 4% or $119,378 at 6%; with 50% employer match about $119,378 at 4% or $79,585 at 6%; with 100% employer match about $89,533 at 4% or $59,689 at 6%.