R. E. Warner & Associates
Plan context: R. E. Warner and Associates Employees Retirement Trust and Plan
EIN 34-1860815 • Westlake, OH • 26 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
256
2024 Assets
$13,558,145
2024 Contributions
$2,446,727
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 | 256 | $13,558,145 | $2,446,727 | $9,558iApproximate average salary by contribution assumption: employee only about $238,938 at 4% or $159,292 at 6%; with 50% employer match about $159,292 at 4% or $106,195 at 6%; with 100% employer match about $119,469 at 4% or $79,646 at 6%. |
| R. E. Warner and Associates Employees Retirement Trust and Plan | - | 200 | $13,558,145 | $2,446,727 | $12,234iApproximate average salary by contribution assumption: employee only about $305,841 at 4% or $203,894 at 6%; with 50% employer match about $203,894 at 4% or $135,929 at 6%; with 100% employer match about $152,920 at 4% or $101,947 at 6%. |
| R.E. WARNER & ASSOCIATES EMPLOYEE BENEFITS PLAN | - | 256 | - | - | - |
| 2023 | 1 | 143 | $10,166,144 | $1,290,358 | $9,023iApproximate average salary by contribution assumption: employee only about $225,587 at 4% or $150,391 at 6%; with 50% employer match about $150,391 at 4% or $100,261 at 6%; with 100% employer match about $112,794 at 4% or $75,196 at 6%. |
| R. E. Warner and Associates Employees Retirement Trust and Plan | - | 143 | $10,166,144 | $1,290,358 | $9,023iApproximate average salary by contribution assumption: employee only about $225,587 at 4% or $150,391 at 6%; with 50% employer match about $150,391 at 4% or $100,261 at 6%; with 100% employer match about $112,794 at 4% or $75,196 at 6%. |
| 2022 | 1 | 123 | $7,990,835 | $829,474 | $6,744iApproximate average salary by contribution assumption: employee only about $168,592 at 4% or $112,395 at 6%; with 50% employer match about $112,395 at 4% or $74,930 at 6%; with 100% employer match about $84,296 at 4% or $56,197 at 6%. |
| R. E. Warner and Associates Employees Retirement Trust and Plan | - | 123 | $7,990,835 | $829,474 | $6,744iApproximate average salary by contribution assumption: employee only about $168,592 at 4% or $112,395 at 6%; with 50% employer match about $112,395 at 4% or $74,930 at 6%; with 100% employer match about $84,296 at 4% or $56,197 at 6%. |
| 2021 | 1 | 96 | $9,904,131 | $419,487 | $4,370iApproximate average salary by contribution assumption: employee only about $109,241 at 4% or $72,828 at 6%; with 50% employer match about $72,828 at 4% or $48,552 at 6%; with 100% employer match about $54,621 at 4% or $36,414 at 6%. |
| R. E. Warner and Associates Employees Retirement Trust and Plan | - | 96 | $9,904,131 | $419,487 | $4,370iApproximate average salary by contribution assumption: employee only about $109,241 at 4% or $72,828 at 6%; with 50% employer match about $72,828 at 4% or $48,552 at 6%; with 100% employer match about $54,621 at 4% or $36,414 at 6%. |
| 2020 | 1 | 82 | $8,653,584 | $388,321 | $4,736iApproximate average salary by contribution assumption: employee only about $118,391 at 4% or $78,927 at 6%; with 50% employer match about $78,927 at 4% or $52,618 at 6%; with 100% employer match about $59,195 at 4% or $39,464 at 6%. |
| R. E. Warner and Associates Employees Retirement Trust and Plan | - | 82 | $8,653,584 | $388,321 | $4,736iApproximate average salary by contribution assumption: employee only about $118,391 at 4% or $78,927 at 6%; with 50% employer match about $78,927 at 4% or $52,618 at 6%; with 100% employer match about $59,195 at 4% or $39,464 at 6%. |
| 2019 | 1 | 75 | $7,663,855 | $216,606 | $2,888iApproximate average salary by contribution assumption: employee only about $72,202 at 4% or $48,135 at 6%; with 50% employer match about $48,135 at 4% or $32,090 at 6%; with 100% employer match about $36,101 at 4% or $24,067 at 6%. |
| R. E. Warner and Associates Employees Retirement Trust and Plan | - | 75 | $7,663,855 | $216,606 | $2,888iApproximate average salary by contribution assumption: employee only about $72,202 at 4% or $48,135 at 6%; with 50% employer match about $48,135 at 4% or $32,090 at 6%; with 100% employer match about $36,101 at 4% or $24,067 at 6%. |
| 2018 | 1 | 79 | $7,365,092 | $206,566 | $2,615iApproximate average salary by contribution assumption: employee only about $65,369 at 4% or $43,579 at 6%; with 50% employer match about $43,579 at 4% or $29,053 at 6%; with 100% employer match about $32,684 at 4% or $21,790 at 6%. |
| R. E. Warner and Associates Employees Retirement Trust and Plan | - | 79 | $7,365,092 | $206,566 | $2,615iApproximate average salary by contribution assumption: employee only about $65,369 at 4% or $43,579 at 6%; with 50% employer match about $43,579 at 4% or $29,053 at 6%; with 100% employer match about $32,684 at 4% or $21,790 at 6%. |
| 2017 | 1 | 59 | $8,868,103 | $323,136 | $5,477iApproximate average salary by contribution assumption: employee only about $136,922 at 4% or $91,281 at 6%; with 50% employer match about $91,281 at 4% or $60,854 at 6%; with 100% employer match about $68,461 at 4% or $45,641 at 6%. |
| R. E. Warner and Associates Employees Retirement Trust and Plan | - | 59 | $8,868,103 | $323,136 | $5,477iApproximate average salary by contribution assumption: employee only about $136,922 at 4% or $91,281 at 6%; with 50% employer match about $91,281 at 4% or $60,854 at 6%; with 100% employer match about $68,461 at 4% or $45,641 at 6%. |
| 2016 | 1 | 79 | $7,804,470 | $747,718 | $9,465iApproximate average salary by contribution assumption: employee only about $236,620 at 4% or $157,746 at 6%; with 50% employer match about $157,746 at 4% or $105,164 at 6%; with 100% employer match about $118,310 at 4% or $78,873 at 6%. |
| R. E. Warner and Associates Employees Retirement Trust and Plan | - | 79 | $7,804,470 | $747,718 | $9,465iApproximate average salary by contribution assumption: employee only about $236,620 at 4% or $157,746 at 6%; with 50% employer match about $157,746 at 4% or $105,164 at 6%; with 100% employer match about $118,310 at 4% or $78,873 at 6%. |
| 2015 | 1 | 67 | $7,092,694 | $313,504 | $4,679iApproximate average salary by contribution assumption: employee only about $116,979 at 4% or $77,986 at 6%; with 50% employer match about $77,986 at 4% or $51,991 at 6%; with 100% employer match about $58,490 at 4% or $38,993 at 6%. |
| R. E. Warner and Associates Employees Retirement Trust and Plan | - | 67 | $7,092,694 | $313,504 | $4,679iApproximate average salary by contribution assumption: employee only about $116,979 at 4% or $77,986 at 6%; with 50% employer match about $77,986 at 4% or $51,991 at 6%; with 100% employer match about $58,490 at 4% or $38,993 at 6%. |
| 2014 | 1 | 66 | $8,694,026 | $883,037 | $13,379iApproximate average salary by contribution assumption: employee only about $334,484 at 4% or $222,989 at 6%; with 50% employer match about $222,989 at 4% or $148,659 at 6%; with 100% employer match about $167,242 at 4% or $111,495 at 6%. |
| R. E. Warner and Associates Employees Retirement Trust and Plan | - | 66 | $8,694,026 | $883,037 | $13,379iApproximate average salary by contribution assumption: employee only about $334,484 at 4% or $222,989 at 6%; with 50% employer match about $222,989 at 4% or $148,659 at 6%; with 100% employer match about $167,242 at 4% or $111,495 at 6%. |
| 2013 | 1 | 69 | $7,857,423 | $622,449 | $9,021iApproximate average salary by contribution assumption: employee only about $225,525 at 4% or $150,350 at 6%; with 50% employer match about $150,350 at 4% or $100,233 at 6%; with 100% employer match about $112,763 at 4% or $75,175 at 6%. |
| R. E. Warner and Associates Employees Retirement Trust and Plan | - | 69 | $7,857,423 | $622,449 | $9,021iApproximate average salary by contribution assumption: employee only about $225,525 at 4% or $150,350 at 6%; with 50% employer match about $150,350 at 4% or $100,233 at 6%; with 100% employer match about $112,763 at 4% or $75,175 at 6%. |
| 2012 | 1 | 77 | $6,379,336 | $206,655 | $2,684iApproximate average salary by contribution assumption: employee only about $67,096 at 4% or $44,731 at 6%; with 50% employer match about $44,731 at 4% or $29,820 at 6%; with 100% employer match about $33,548 at 4% or $22,365 at 6%. |
| R. E. Warner and Associates Employees Retirement Trust and Plan | - | 77 | $6,379,336 | $206,655 | $2,684iApproximate average salary by contribution assumption: employee only about $67,096 at 4% or $44,731 at 6%; with 50% employer match about $44,731 at 4% or $29,820 at 6%; with 100% employer match about $33,548 at 4% or $22,365 at 6%. |
| 2011 | 1 | 76 | $6,580,308 | $199,134 | $2,620iApproximate average salary by contribution assumption: employee only about $65,505 at 4% or $43,670 at 6%; with 50% employer match about $43,670 at 4% or $29,113 at 6%; with 100% employer match about $32,752 at 4% or $21,835 at 6%. |
| R. E. Warner and Associates Employees Retirement Trust and Plan | - | 76 | $6,580,308 | $199,134 | $2,620iApproximate average salary by contribution assumption: employee only about $65,505 at 4% or $43,670 at 6%; with 50% employer match about $43,670 at 4% or $29,113 at 6%; with 100% employer match about $32,752 at 4% or $21,835 at 6%. |
| 2010 | 1 | 80 | $7,284,445 | $233,249 | $2,916iApproximate average salary by contribution assumption: employee only about $72,890 at 4% or $48,594 at 6%; with 50% employer match about $48,594 at 4% or $32,396 at 6%; with 100% employer match about $36,445 at 4% or $24,297 at 6%. |
| R. E. Warner and Associates Employees Retirement Trust and Plan | - | 80 | $7,284,445 | $233,249 | $2,916iApproximate average salary by contribution assumption: employee only about $72,890 at 4% or $48,594 at 6%; with 50% employer match about $48,594 at 4% or $32,396 at 6%; with 100% employer match about $36,445 at 4% or $24,297 at 6%. |
| 2009 | 1 | 95 | $7,713,240 | $408,371 | $4,299iApproximate average salary by contribution assumption: employee only about $107,466 at 4% or $71,644 at 6%; with 50% employer match about $71,644 at 4% or $47,763 at 6%; with 100% employer match about $53,733 at 4% or $35,822 at 6%. |
| R. E. Warner and Associates Employees Retirement Trust and Plan | - | 95 | $7,713,240 | $408,371 | $4,299iApproximate average salary by contribution assumption: employee only about $107,466 at 4% or $71,644 at 6%; with 50% employer match about $71,644 at 4% or $47,763 at 6%; with 100% employer match about $53,733 at 4% or $35,822 at 6%. |
| 2007 | 1 | 58 | $8,271,377 | $554,463 | $9,560iApproximate average salary by contribution assumption: employee only about $238,993 at 4% or $159,328 at 6%; with 50% employer match about $159,328 at 4% or $106,219 at 6%; with 100% employer match about $119,496 at 4% or $79,664 at 6%. |
| R. E. Warner and Associates Employees Retirement Trust and Plan | - | 58 | $8,271,377 | $554,463 | $9,560iApproximate average salary by contribution assumption: employee only about $238,993 at 4% or $159,328 at 6%; with 50% employer match about $159,328 at 4% or $106,219 at 6%; with 100% employer match about $119,496 at 4% or $79,664 at 6%. |
| 2006 | 1 | 66 | $8,233,238 | $398,282 | $6,035iApproximate average salary by contribution assumption: employee only about $150,864 at 4% or $100,576 at 6%; with 50% employer match about $100,576 at 4% or $67,051 at 6%; with 100% employer match about $75,432 at 4% or $50,288 at 6%. |
| R. E. Warner and Associates Employees Retirement Trust and Plan | - | 66 | $8,233,238 | $398,282 | $6,035iApproximate average salary by contribution assumption: employee only about $150,864 at 4% or $100,576 at 6%; with 50% employer match about $100,576 at 4% or $67,051 at 6%; with 100% employer match about $75,432 at 4% or $50,288 at 6%. |
| 2005 | 1 | 80 | $7,392,566 | $338,759 | $4,234iApproximate average salary by contribution assumption: employee only about $105,862 at 4% or $70,575 at 6%; with 50% employer match about $70,575 at 4% or $47,050 at 6%; with 100% employer match about $52,931 at 4% or $35,287 at 6%. |
| R. E. Warner and Associates Employees Retirement Trust and Plan | - | 80 | $7,392,566 | $338,759 | $4,234iApproximate average salary by contribution assumption: employee only about $105,862 at 4% or $70,575 at 6%; with 50% employer match about $70,575 at 4% or $47,050 at 6%; with 100% employer match about $52,931 at 4% or $35,287 at 6%. |
| 2004 | 1 | 74 | $6,935,805 | $368,090 | $4,974iApproximate average salary by contribution assumption: employee only about $124,355 at 4% or $82,903 at 6%; with 50% employer match about $82,903 at 4% or $55,269 at 6%; with 100% employer match about $62,177 at 4% or $41,452 at 6%. |
| R. E. Warner and Associates Employees Retirement Trust and Plan | - | 74 | $6,935,805 | $368,090 | $4,974iApproximate average salary by contribution assumption: employee only about $124,355 at 4% or $82,903 at 6%; with 50% employer match about $82,903 at 4% or $55,269 at 6%; with 100% employer match about $62,177 at 4% or $41,452 at 6%. |
| 2003 | 1 | 81 | $6,452,584 | $417,517 | $5,155iApproximate average salary by contribution assumption: employee only about $128,863 at 4% or $85,909 at 6%; with 50% employer match about $85,909 at 4% or $57,273 at 6%; with 100% employer match about $64,432 at 4% or $42,954 at 6%. |
| R. E. Warner and Associates Employees Retirement Trust and Plan | - | 81 | $6,452,584 | $417,517 | $5,155iApproximate average salary by contribution assumption: employee only about $128,863 at 4% or $85,909 at 6%; with 50% employer match about $85,909 at 4% or $57,273 at 6%; with 100% employer match about $64,432 at 4% or $42,954 at 6%. |
| 2002 | 1 | 92 | $5,209,996 | $454,147 | $4,936iApproximate average salary by contribution assumption: employee only about $123,410 at 4% or $82,273 at 6%; with 50% employer match about $82,273 at 4% or $54,849 at 6%; with 100% employer match about $61,705 at 4% or $41,137 at 6%. |
| R. E. Warner and Associates Employees Retirement Trust and Plan | - | 92 | $5,209,996 | $454,147 | $4,936iApproximate average salary by contribution assumption: employee only about $123,410 at 4% or $82,273 at 6%; with 50% employer match about $82,273 at 4% or $54,849 at 6%; with 100% employer match about $61,705 at 4% or $41,137 at 6%. |
| 2001 | 1 | 99 | $6,078,857 | $428,508 | $4,328iApproximate average salary by contribution assumption: employee only about $108,209 at 4% or $72,139 at 6%; with 50% employer match about $72,139 at 4% or $48,093 at 6%; with 100% employer match about $54,105 at 4% or $36,070 at 6%. |
| R. E. Warner and Associates Employees Retirement Trust and Plan | - | 99 | $6,078,857 | $428,508 | $4,328iApproximate average salary by contribution assumption: employee only about $108,209 at 4% or $72,139 at 6%; with 50% employer match about $72,139 at 4% or $48,093 at 6%; with 100% employer match about $54,105 at 4% or $36,070 at 6%. |
| 2000 | 1 | 106 | $7,461,599 | $624,355 | $5,890iApproximate average salary by contribution assumption: employee only about $147,254 at 4% or $98,169 at 6%; with 50% employer match about $98,169 at 4% or $65,446 at 6%; with 100% employer match about $73,627 at 4% or $49,085 at 6%. |
| R. E. Warner and Associates Employees Retirement Trust and Plan | - | 106 | $7,461,599 | $624,355 | $5,890iApproximate average salary by contribution assumption: employee only about $147,254 at 4% or $98,169 at 6%; with 50% employer match about $98,169 at 4% or $65,446 at 6%; with 100% employer match about $73,627 at 4% or $49,085 at 6%. |
| 1999 | 1 | 107 | $7,453,384 | $664,191 | $6,207iApproximate average salary by contribution assumption: employee only about $155,185 at 4% or $103,457 at 6%; with 50% employer match about $103,457 at 4% or $68,971 at 6%; with 100% employer match about $77,592 at 4% or $51,728 at 6%. |
| R. E. Warner and Associates Employees Retirement Trust and Plan | - | 107 | $7,453,384 | $664,191 | $6,207iApproximate average salary by contribution assumption: employee only about $155,185 at 4% or $103,457 at 6%; with 50% employer match about $103,457 at 4% or $68,971 at 6%; with 100% employer match about $77,592 at 4% or $51,728 at 6%. |