Roger R. Werling
Plan context: Werling Financial Group 401(K) Profit Sharing Plan
EIN 35-1489853 • Fort Wayne, IN • 8 filings • 3 plans
Current Snapshot
Latest Year
2010
2010 Participants
3
2010 Assets
$258,039
2010 Contributions
$69,243
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 |
|---|---|---|---|---|---|
| 2010 | 1 | 0 | $0 | $0 | - |
| Werling Financial Group 401(K) Profit Sharing Plan | - | 0 | $0 | - | - |
| 2009 | 1 | 3 | $258,039 | $69,243 | $23,081iApproximate average salary by contribution assumption: employee only about $577,025 at 4% or $384,683 at 6%; with 50% employer match about $384,683 at 4% or $256,456 at 6%; with 100% employer match about $288,513 at 4% or $192,342 at 6%. |
| Werling Financial Group 401(K) Profit Sharing Plan | - | 3 | $258,039 | $69,243 | $23,081iApproximate average salary by contribution assumption: employee only about $577,025 at 4% or $384,683 at 6%; with 50% employer match about $384,683 at 4% or $256,456 at 6%; with 100% employer match about $288,513 at 4% or $192,342 at 6%. |
| 2008 | 1 | 3 | $165,459 | $66,280 | $22,093iApproximate average salary by contribution assumption: employee only about $552,333 at 4% or $368,222 at 6%; with 50% employer match about $368,222 at 4% or $245,481 at 6%; with 100% employer match about $276,167 at 4% or $184,111 at 6%. |
| Werling Financial Group 401(K) Profit Sharing Plan | - | 3 | $165,459 | $66,280 | $22,093iApproximate average salary by contribution assumption: employee only about $552,333 at 4% or $368,222 at 6%; with 50% employer match about $368,222 at 4% or $245,481 at 6%; with 100% employer match about $276,167 at 4% or $184,111 at 6%. |
| 2007 | 1 | 3 | $0 | $0 | - |
| Werling Financial Group 401(K) Profit Sharing Plan | - | 3 | - | - | - |
| 2006 | 1 | 3 | $202,722 | $33,563 | $11,188iApproximate average salary by contribution assumption: employee only about $279,692 at 4% or $186,461 at 6%; with 50% employer match about $186,461 at 4% or $124,307 at 6%; with 100% employer match about $139,846 at 4% or $93,231 at 6%. |
| Werling Financial Group 401(K) Profit Sharing Plan | - | 3 | $202,722 | $33,563 | $11,188iApproximate average salary by contribution assumption: employee only about $279,692 at 4% or $186,461 at 6%; with 50% employer match about $186,461 at 4% or $124,307 at 6%; with 100% employer match about $139,846 at 4% or $93,231 at 6%. |
| 2005 | 1 | 3 | $150,059 | $40,973 | $13,658iApproximate average salary by contribution assumption: employee only about $341,442 at 4% or $227,628 at 6%; with 50% employer match about $227,628 at 4% or $151,752 at 6%; with 100% employer match about $170,721 at 4% or $113,814 at 6%. |
| Werling Financial Group 401(K) Profit Sharing Plan | - | 3 | $150,059 | $40,973 | $13,658iApproximate average salary by contribution assumption: employee only about $341,442 at 4% or $227,628 at 6%; with 50% employer match about $227,628 at 4% or $151,752 at 6%; with 100% employer match about $170,721 at 4% or $113,814 at 6%. |
| 2004 | 1 | 3 | $99,340 | $53,181 | $17,727iApproximate average salary by contribution assumption: employee only about $443,175 at 4% or $295,450 at 6%; with 50% employer match about $295,450 at 4% or $196,967 at 6%; with 100% employer match about $221,588 at 4% or $147,725 at 6%. |
| Werling Financial Group 401(K) Profit Sharing Plan | - | 3 | $99,340 | $53,181 | $17,727iApproximate average salary by contribution assumption: employee only about $443,175 at 4% or $295,450 at 6%; with 50% employer match about $295,450 at 4% or $196,967 at 6%; with 100% employer match about $221,588 at 4% or $147,725 at 6%. |
| 2003 | 1 | 3 | $39,018 | $36,132 | $12,044iApproximate average salary by contribution assumption: employee only about $301,100 at 4% or $200,733 at 6%; with 50% employer match about $200,733 at 4% or $133,822 at 6%; with 100% employer match about $150,550 at 4% or $100,367 at 6%. |
| Werling Financial Group 401(K) Profit Sharing Plan | - | 3 | $39,018 | $36,132 | $12,044iApproximate average salary by contribution assumption: employee only about $301,100 at 4% or $200,733 at 6%; with 50% employer match about $200,733 at 4% or $133,822 at 6%; with 100% employer match about $150,550 at 4% or $100,367 at 6%. |