Civic Intelligence

Howard, Wershbale & Co.

Plan context: Howard, Wershbale & Co. Profit Sharing & 401(K) Plan and Trust

EIN 34-1663157 • 41 filings • 5 plans

Current Snapshot

Latest Year

2025

2025 Participants

143

2025 Assets

$35,487,799

2025 Contributions

$303,183

Historical Graphs

Total Assets Over Time

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

$38,561,730$19,280,865$0199920132024YearValue
$35,487,799Latest year 2024

Participants Over Time

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

161810199920122024YearValue
143Latest 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
202520$0$303,183-
Howard, Wershbale & Co. Profit Sharing & 401(K) Plan and Trust-0-$303,183-
Howard, Wershbale & Co. Employee Benefit Plan-0---
20242143$35,487,799$2,450,347$17,135iApproximate average salary by contribution assumption: employee only about $428,382 at 4% or $285,588 at 6%; with 50% employer match about $285,588 at 4% or $190,392 at 6%; with 100% employer match about $214,191 at 4% or $142,794 at 6%.
Howard, Wershbale & Co. Profit Sharing & 401(K) Plan and Trust-143$35,487,799$2,450,347$17,135iApproximate average salary by contribution assumption: employee only about $428,382 at 4% or $285,588 at 6%; with 50% employer match about $285,588 at 4% or $190,392 at 6%; with 100% employer match about $214,191 at 4% or $142,794 at 6%.
Howard, Wershbale & Co. Employee Benefit Plan-142---
20232136$34,579,772$2,781,547$20,453iApproximate average salary by contribution assumption: employee only about $511,314 at 4% or $340,876 at 6%; with 50% employer match about $340,876 at 4% or $227,251 at 6%; with 100% employer match about $255,657 at 4% or $170,438 at 6%.
Howard, Wershbale & Co. Profit Sharing & 401(K) Plan and Trust-136$34,579,772$2,781,547$20,453iApproximate average salary by contribution assumption: employee only about $511,314 at 4% or $340,876 at 6%; with 50% employer match about $340,876 at 4% or $227,251 at 6%; with 100% employer match about $255,657 at 4% or $170,438 at 6%.
Howard, Wershbale & Co. Employee Benefit Plan-104---
20222110$30,229,672$1,967,764$17,889iApproximate average salary by contribution assumption: employee only about $447,219 at 4% or $298,146 at 6%; with 50% employer match about $298,146 at 4% or $198,764 at 6%; with 100% employer match about $223,610 at 4% or $149,073 at 6%.
Howard, Wershbale & Co. Profit Sharing & 401(K) Plan and Trust-101$30,229,672$1,967,764$19,483iApproximate average salary by contribution assumption: employee only about $487,070 at 4% or $324,714 at 6%; with 50% employer match about $324,714 at 4% or $216,476 at 6%; with 100% employer match about $243,535 at 4% or $162,357 at 6%.
Howard, Wershbale & Co. Employee Benefit Plan-110---
20212105$38,561,730$1,788,327$17,032iApproximate average salary by contribution assumption: employee only about $425,792 at 4% or $283,861 at 6%; with 50% employer match about $283,861 at 4% or $189,241 at 6%; with 100% employer match about $212,896 at 4% or $141,931 at 6%.
Howard, Wershbale & Co. Profit Sharing & 401(K) Plan and Trust-105$38,561,730$1,788,327$17,032iApproximate average salary by contribution assumption: employee only about $425,792 at 4% or $283,861 at 6%; with 50% employer match about $283,861 at 4% or $189,241 at 6%; with 100% employer match about $212,896 at 4% or $141,931 at 6%.
Howard, Wershbale & Co. Employee Benefit Plan-101---
20202111$35,723,531$1,955,409$17,616iApproximate average salary by contribution assumption: employee only about $440,407 at 4% or $293,605 at 6%; with 50% employer match about $293,605 at 4% or $195,737 at 6%; with 100% employer match about $220,204 at 4% or $146,802 at 6%.
Howard, Wershbale & Co. Profit Sharing & 401(K) Plan and Trust-107$35,723,531$1,955,409$18,275iApproximate average salary by contribution assumption: employee only about $456,871 at 4% or $304,581 at 6%; with 50% employer match about $304,581 at 4% or $203,054 at 6%; with 100% employer match about $228,436 at 4% or $152,290 at 6%.
Howard, Wershbale & Co. Employee Benefit Plan-111---
20192101$30,633,805$1,657,565$16,412iApproximate average salary by contribution assumption: employee only about $410,288 at 4% or $273,526 at 6%; with 50% employer match about $273,526 at 4% or $182,350 at 6%; with 100% employer match about $205,144 at 4% or $136,763 at 6%.
Howard, Wershbale & Co. Profit Sharing & 401(K) Plan and Trust-99$30,633,805$1,657,565$16,743iApproximate average salary by contribution assumption: employee only about $418,577 at 4% or $279,051 at 6%; with 50% employer match about $279,051 at 4% or $186,034 at 6%; with 100% employer match about $209,289 at 4% or $139,526 at 6%.
Howard, Wershbale & Co. Employee Benefit Plan-101---
2018299$24,551,153$1,457,222$14,719iApproximate average salary by contribution assumption: employee only about $367,985 at 4% or $245,324 at 6%; with 50% employer match about $245,324 at 4% or $163,549 at 6%; with 100% employer match about $183,993 at 4% or $122,662 at 6%.
Howard, Wershbale & Co. Profit Sharing & 401(K) Plan and Trust-94$24,551,153$1,457,222$15,502iApproximate average salary by contribution assumption: employee only about $387,559 at 4% or $258,373 at 6%; with 50% employer match about $258,373 at 4% or $172,248 at 6%; with 100% employer match about $193,780 at 4% or $129,186 at 6%.
Howard, Wershbale & Co. Employee Benefit Plan-99---
20172151$26,107,763$1,460,180$9,670iApproximate average salary by contribution assumption: employee only about $241,752 at 4% or $161,168 at 6%; with 50% employer match about $161,168 at 4% or $107,445 at 6%; with 100% employer match about $120,876 at 4% or $80,584 at 6%.
Howard, Wershbale & Co. Profit Sharing & 401(K) Plan and Trust-94$26,107,763$1,460,180$15,534iApproximate average salary by contribution assumption: employee only about $388,346 at 4% or $258,897 at 6%; with 50% employer match about $258,897 at 4% or $172,598 at 6%; with 100% employer match about $194,173 at 4% or $129,449 at 6%.
Howard, Wershbale & Co. Employee Benefit Plan-151---
20162161$22,771,038$1,470,819$9,136iApproximate average salary by contribution assumption: employee only about $228,388 at 4% or $152,259 at 6%; with 50% employer match about $152,259 at 4% or $101,506 at 6%; with 100% employer match about $114,194 at 4% or $76,129 at 6%.
Howard, Wershbale & Co. Profit Sharing & 401(K) Plan and Trust-96$22,771,038$1,470,819$15,321iApproximate average salary by contribution assumption: employee only about $383,026 at 4% or $255,351 at 6%; with 50% employer match about $255,351 at 4% or $170,234 at 6%; with 100% employer match about $191,513 at 4% or $127,675 at 6%.
Howard, Wershbale & Co. Employee Benefit Plan-161---
20152101$21,602,037$1,598,127$15,823iApproximate average salary by contribution assumption: employee only about $395,576 at 4% or $263,717 at 6%; with 50% employer match about $263,717 at 4% or $175,812 at 6%; with 100% employer match about $197,788 at 4% or $131,859 at 6%.
Howard, Wershbale & Co. Profit Sharing & 401(K) Plan and Trust-98$21,602,037$1,598,127$16,307iApproximate average salary by contribution assumption: employee only about $407,685 at 4% or $271,790 at 6%; with 50% employer match about $271,790 at 4% or $181,194 at 6%; with 100% employer match about $203,843 at 4% or $135,895 at 6%.
Howard, Wershbale & Co. Employee Benefit Plan-101---
20142104$20,647,989$1,260,363$12,119iApproximate average salary by contribution assumption: employee only about $302,972 at 4% or $201,981 at 6%; with 50% employer match about $201,981 at 4% or $134,654 at 6%; with 100% employer match about $151,486 at 4% or $100,991 at 6%.
Howard, Wershbale & Co. Profit Sharing & 401(K) Plan and Trust-104$20,647,989$1,260,363$12,119iApproximate average salary by contribution assumption: employee only about $302,972 at 4% or $201,981 at 6%; with 50% employer match about $201,981 at 4% or $134,654 at 6%; with 100% employer match about $151,486 at 4% or $100,991 at 6%.
Howard, Wershbale & Co. Employee Benefit Plan-----
20132103$19,514,851$1,247,502$12,112iApproximate average salary by contribution assumption: employee only about $302,792 at 4% or $201,861 at 6%; with 50% employer match about $201,861 at 4% or $134,574 at 6%; with 100% employer match about $151,396 at 4% or $100,931 at 6%.
Howard, Wershbale & Co. Profit Sharing & 401(K) Plan and Trust-99$19,514,851$1,247,502$12,601iApproximate average salary by contribution assumption: employee only about $315,026 at 4% or $210,017 at 6%; with 50% employer match about $210,017 at 4% or $140,011 at 6%; with 100% employer match about $157,513 at 4% or $105,009 at 6%.
Howard, Wershbale & Co. Employee Benefit Plan-103---
20122111$14,956,678$1,033,426$9,310iApproximate average salary by contribution assumption: employee only about $232,754 at 4% or $155,169 at 6%; with 50% employer match about $155,169 at 4% or $103,446 at 6%; with 100% employer match about $116,377 at 4% or $77,585 at 6%.
Howard, Wershbale & Co. Profit Sharing & 401(K) Plan and Trust-111$14,956,678$1,033,426$9,310iApproximate average salary by contribution assumption: employee only about $232,754 at 4% or $155,169 at 6%; with 50% employer match about $155,169 at 4% or $103,446 at 6%; with 100% employer match about $116,377 at 4% or $77,585 at 6%.
Howard, Wershbale & Co. Employee Benefit Plan-100---
2011194$12,457,897$1,170,960$12,457iApproximate average salary by contribution assumption: employee only about $311,426 at 4% or $207,617 at 6%; with 50% employer match about $207,617 at 4% or $138,411 at 6%; with 100% employer match about $155,713 at 4% or $103,809 at 6%.
Howard, Wershbale & Co. Profit Sharing & 401(K) Plan and Trust-94$12,457,897$1,170,960$12,457iApproximate average salary by contribution assumption: employee only about $311,426 at 4% or $207,617 at 6%; with 50% employer match about $207,617 at 4% or $138,411 at 6%; with 100% employer match about $155,713 at 4% or $103,809 at 6%.
2010195$12,256,579$959,448$10,099iApproximate average salary by contribution assumption: employee only about $252,486 at 4% or $168,324 at 6%; with 50% employer match about $168,324 at 4% or $112,216 at 6%; with 100% employer match about $126,243 at 4% or $84,162 at 6%.
Howard, Wershbale & Co. Profit Sharing & 401(K) Plan and Trust-95$12,256,579$959,448$10,099iApproximate average salary by contribution assumption: employee only about $252,486 at 4% or $168,324 at 6%; with 50% employer match about $168,324 at 4% or $112,216 at 6%; with 100% employer match about $126,243 at 4% or $84,162 at 6%.
20091107$10,543,884$958,465$8,958iApproximate average salary by contribution assumption: employee only about $223,940 at 4% or $149,294 at 6%; with 50% employer match about $149,294 at 4% or $99,529 at 6%; with 100% employer match about $111,970 at 4% or $74,647 at 6%.
Howard, Wershbale & Co. Profit Sharing & 401(K) Plan and Trust-107$10,543,884$958,465$8,958iApproximate average salary by contribution assumption: employee only about $223,940 at 4% or $149,294 at 6%; with 50% employer match about $149,294 at 4% or $99,529 at 6%; with 100% employer match about $111,970 at 4% or $74,647 at 6%.
2008193$7,529,993$829,897$8,924iApproximate average salary by contribution assumption: employee only about $223,091 at 4% or $148,727 at 6%; with 50% employer match about $148,727 at 4% or $99,151 at 6%; with 100% employer match about $111,545 at 4% or $74,364 at 6%.
Howard, Wershbale & Co. Profit Sharing & 401(K) Plan and Trust-93$7,529,993$829,897$8,924iApproximate average salary by contribution assumption: employee only about $223,091 at 4% or $148,727 at 6%; with 50% employer match about $148,727 at 4% or $99,151 at 6%; with 100% employer match about $111,545 at 4% or $74,364 at 6%.
2007196$0$0-
Howard, Wershbale & Co. Profit Sharing & 401(K) Plan and Trust-96---
2006182$10,535,873$883,706$10,777iApproximate average salary by contribution assumption: employee only about $269,423 at 4% or $179,615 at 6%; with 50% employer match about $179,615 at 4% or $119,743 at 6%; with 100% employer match about $134,711 at 4% or $89,808 at 6%.
Howard, Wershbale & Co. Profit Sharing & 401(K) Plan and Trust-82$10,535,873$883,706$10,777iApproximate average salary by contribution assumption: employee only about $269,423 at 4% or $179,615 at 6%; with 50% employer match about $179,615 at 4% or $119,743 at 6%; with 100% employer match about $134,711 at 4% or $89,808 at 6%.
2005180$9,113,747$949,707$11,871iApproximate average salary by contribution assumption: employee only about $296,783 at 4% or $197,856 at 6%; with 50% employer match about $197,856 at 4% or $131,904 at 6%; with 100% employer match about $148,392 at 4% or $98,928 at 6%.
Howard, Wershbale & Co. Profit Sharing & 401(K) Plan and Trust-80$9,113,747$949,707$11,871iApproximate average salary by contribution assumption: employee only about $296,783 at 4% or $197,856 at 6%; with 50% employer match about $197,856 at 4% or $131,904 at 6%; with 100% employer match about $148,392 at 4% or $98,928 at 6%.
2004179$8,551,378$798,462$10,107iApproximate average salary by contribution assumption: employee only about $252,678 at 4% or $168,452 at 6%; with 50% employer match about $168,452 at 4% or $112,301 at 6%; with 100% employer match about $126,339 at 4% or $84,226 at 6%.
Howard, Wershbale & Co. Profit Sharing & 401(K) Plan and Trust-79$8,551,378$798,462$10,107iApproximate average salary by contribution assumption: employee only about $252,678 at 4% or $168,452 at 6%; with 50% employer match about $168,452 at 4% or $112,301 at 6%; with 100% employer match about $126,339 at 4% or $84,226 at 6%.
2003179$7,018,592$723,096$9,153iApproximate average salary by contribution assumption: employee only about $228,828 at 4% or $152,552 at 6%; with 50% employer match about $152,552 at 4% or $101,701 at 6%; with 100% employer match about $114,414 at 4% or $76,276 at 6%.
Howard, Wershbale & Co. Profit Sharing & 401(K) Plan and Trust-79$7,018,592$723,096$9,153iApproximate average salary by contribution assumption: employee only about $228,828 at 4% or $152,552 at 6%; with 50% employer match about $152,552 at 4% or $101,701 at 6%; with 100% employer match about $114,414 at 4% or $76,276 at 6%.
2002181$5,049,821$851,236$10,509iApproximate average salary by contribution assumption: employee only about $262,727 at 4% or $175,151 at 6%; with 50% employer match about $175,151 at 4% or $116,768 at 6%; with 100% employer match about $131,364 at 4% or $87,576 at 6%.
Howard, Wershbale & Co. Profit Sharing & 401(K) Plan and Trust-81$5,049,821$851,236$10,509iApproximate average salary by contribution assumption: employee only about $262,727 at 4% or $175,151 at 6%; with 50% employer match about $175,151 at 4% or $116,768 at 6%; with 100% employer match about $131,364 at 4% or $87,576 at 6%.
2001189$0$0-
Howard, Wershbale & Co. Profit Sharing & 401(K) Plan and Trust-89---
2000183$5,334,803$725,981$8,747iApproximate average salary by contribution assumption: employee only about $218,669 at 4% or $145,779 at 6%; with 50% employer match about $145,779 at 4% or $97,186 at 6%; with 100% employer match about $109,334 at 4% or $72,890 at 6%.
Howard, Wershbale & Co. Profit Sharing & 401(K) Plan and Trust-83$5,334,803$725,981$8,747iApproximate average salary by contribution assumption: employee only about $218,669 at 4% or $145,779 at 6%; with 50% employer match about $145,779 at 4% or $97,186 at 6%; with 100% employer match about $109,334 at 4% or $72,890 at 6%.
1999178$5,119,392$659,644$8,457iApproximate average salary by contribution assumption: employee only about $211,424 at 4% or $140,950 at 6%; with 50% employer match about $140,950 at 4% or $93,966 at 6%; with 100% employer match about $105,712 at 4% or $70,475 at 6%.
Howard, Wershbale & Co. Profit Sharing & 401(K) Plan and Trust-78$5,119,392$659,644$8,457iApproximate average salary by contribution assumption: employee only about $211,424 at 4% or $140,950 at 6%; with 50% employer match about $140,950 at 4% or $93,966 at 6%; with 100% employer match about $105,712 at 4% or $70,475 at 6%.