Civic Intelligence

Brad Werner & Company

Plan context: Brad Werner & Company 401(K) Plan

EIN 35-1841137 • Chesterton, IN • 14 filings • 2 plans

1655 Nelson DriveChesterton, IN 46304-3399
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$1,439,665

2024 Contributions

$61,000

Historical Graphs

Total Assets Over Time

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

$1,439,665$719,833$0201220182024YearValue
$1,439,665Latest year 2024

Participants Over Time

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

320201220182024YearValue
3Latest 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
202413$1,439,665$61,000$20,333iApproximate average salary by contribution assumption: employee only about $508,333 at 4% or $338,889 at 6%; with 50% employer match about $338,889 at 4% or $225,926 at 6%; with 100% employer match about $254,167 at 4% or $169,444 at 6%.
Brad Werner & Company 401(K) Plan-3$1,439,665$61,000$20,333iApproximate average salary by contribution assumption: employee only about $508,333 at 4% or $338,889 at 6%; with 50% employer match about $338,889 at 4% or $225,926 at 6%; with 100% employer match about $254,167 at 4% or $169,444 at 6%.
202313$1,279,373$54,800$18,267iApproximate average salary by contribution assumption: employee only about $456,667 at 4% or $304,444 at 6%; with 50% employer match about $304,444 at 4% or $202,963 at 6%; with 100% employer match about $228,333 at 4% or $152,222 at 6%.
Brad Werner & Company 401(K) Plan-3$1,279,373$54,800$18,267iApproximate average salary by contribution assumption: employee only about $456,667 at 4% or $304,444 at 6%; with 50% employer match about $304,444 at 4% or $202,963 at 6%; with 100% employer match about $228,333 at 4% or $152,222 at 6%.
202213$1,142,086$75,760$25,253iApproximate average salary by contribution assumption: employee only about $631,333 at 4% or $420,889 at 6%; with 50% employer match about $420,889 at 4% or $280,593 at 6%; with 100% employer match about $315,667 at 4% or $210,444 at 6%.
Brad Werner & Company 401(K) Plan-3$1,142,086$75,760$25,253iApproximate average salary by contribution assumption: employee only about $631,333 at 4% or $420,889 at 6%; with 50% employer match about $420,889 at 4% or $280,593 at 6%; with 100% employer match about $315,667 at 4% or $210,444 at 6%.
202113$1,136,631$68,560$22,853iApproximate average salary by contribution assumption: employee only about $571,333 at 4% or $380,889 at 6%; with 50% employer match about $380,889 at 4% or $253,926 at 6%; with 100% employer match about $285,667 at 4% or $190,444 at 6%.
Brad Werner & Company 401(K) Plan-3$1,136,631$68,560$22,853iApproximate average salary by contribution assumption: employee only about $571,333 at 4% or $380,889 at 6%; with 50% employer match about $380,889 at 4% or $253,926 at 6%; with 100% employer match about $285,667 at 4% or $190,444 at 6%.
202013$978,812$68,560$22,853iApproximate average salary by contribution assumption: employee only about $571,333 at 4% or $380,889 at 6%; with 50% employer match about $380,889 at 4% or $253,926 at 6%; with 100% employer match about $285,667 at 4% or $190,444 at 6%.
Brad Werner & Company 401(K) Plan-3$978,812$68,560$22,853iApproximate average salary by contribution assumption: employee only about $571,333 at 4% or $380,889 at 6%; with 50% employer match about $380,889 at 4% or $253,926 at 6%; with 100% employer match about $285,667 at 4% or $190,444 at 6%.
201923$1,052,304$300,573$100,191iApproximate average salary by contribution assumption: employee only about $2,504,775 at 4% or $1,669,850 at 6%; with 50% employer match about $1,669,850 at 4% or $1,113,233 at 6%; with 100% employer match about $1,252,388 at 4% or $834,925 at 6%.
Brad Werner & Company 401(K) Plan-3$818,291$66,560$22,187iApproximate average salary by contribution assumption: employee only about $554,667 at 4% or $369,778 at 6%; with 50% employer match about $369,778 at 4% or $246,519 at 6%; with 100% employer match about $277,333 at 4% or $184,889 at 6%.
BRAD WERNER & COMPANY CASH BALANCE PLAN-2$234,013$234,013$117,007iApproximate average salary by contribution assumption: employee only about $2,925,163 at 4% or $1,950,108 at 6%; with 50% employer match about $1,950,108 at 4% or $1,300,072 at 6%; with 100% employer match about $1,462,581 at 4% or $975,054 at 6%.
201812$685,312$107,161$53,581iApproximate average salary by contribution assumption: employee only about $1,339,513 at 4% or $893,008 at 6%; with 50% employer match about $893,008 at 4% or $595,339 at 6%; with 100% employer match about $669,756 at 4% or $446,504 at 6%.
Brad Werner & Company 401(K) Plan-2$685,312$107,161$53,581iApproximate average salary by contribution assumption: employee only about $1,339,513 at 4% or $893,008 at 6%; with 50% employer match about $893,008 at 4% or $595,339 at 6%; with 100% employer match about $669,756 at 4% or $446,504 at 6%.
201713$584,969$108,202$36,067iApproximate average salary by contribution assumption: employee only about $901,683 at 4% or $601,122 at 6%; with 50% employer match about $601,122 at 4% or $400,748 at 6%; with 100% employer match about $450,842 at 4% or $300,561 at 6%.
Brad Werner & Company 401(K) Plan-3$584,969$108,202$36,067iApproximate average salary by contribution assumption: employee only about $901,683 at 4% or $601,122 at 6%; with 50% employer match about $601,122 at 4% or $400,748 at 6%; with 100% employer match about $450,842 at 4% or $300,561 at 6%.
201613$471,629$108,092$36,031iApproximate average salary by contribution assumption: employee only about $900,767 at 4% or $600,511 at 6%; with 50% employer match about $600,511 at 4% or $400,341 at 6%; with 100% employer match about $450,383 at 4% or $300,256 at 6%.
Brad Werner & Company 401(K) Plan-3$471,629$108,092$36,031iApproximate average salary by contribution assumption: employee only about $900,767 at 4% or $600,511 at 6%; with 50% employer match about $600,511 at 4% or $400,341 at 6%; with 100% employer match about $450,383 at 4% or $300,256 at 6%.
201512$360,382$118,000$59,000iApproximate average salary by contribution assumption: employee only about $1,475,000 at 4% or $983,333 at 6%; with 50% employer match about $983,333 at 4% or $655,556 at 6%; with 100% employer match about $737,500 at 4% or $491,667 at 6%.
Brad Werner & Company 401(K) Plan-2$360,382$118,000$59,000iApproximate average salary by contribution assumption: employee only about $1,475,000 at 4% or $983,333 at 6%; with 50% employer match about $983,333 at 4% or $655,556 at 6%; with 100% employer match about $737,500 at 4% or $491,667 at 6%.
201412$242,920$105,500$52,750iApproximate average salary by contribution assumption: employee only about $1,318,750 at 4% or $879,167 at 6%; with 50% employer match about $879,167 at 4% or $586,111 at 6%; with 100% employer match about $659,375 at 4% or $439,583 at 6%.
Brad Werner & Company 401(K) Plan-2$242,920$105,500$52,750iApproximate average salary by contribution assumption: employee only about $1,318,750 at 4% or $879,167 at 6%; with 50% employer match about $879,167 at 4% or $586,111 at 6%; with 100% employer match about $659,375 at 4% or $439,583 at 6%.
201312$137,963$70,500$35,250iApproximate average salary by contribution assumption: employee only about $881,250 at 4% or $587,500 at 6%; with 50% employer match about $587,500 at 4% or $391,667 at 6%; with 100% employer match about $440,625 at 4% or $293,750 at 6%.
Brad Werner & Company 401(K) Plan-2$137,963$70,500$35,250iApproximate average salary by contribution assumption: employee only about $881,250 at 4% or $587,500 at 6%; with 50% employer match about $587,500 at 4% or $391,667 at 6%; with 100% employer match about $440,625 at 4% or $293,750 at 6%.
201212$67,129$67,129$33,565iApproximate average salary by contribution assumption: employee only about $839,113 at 4% or $559,408 at 6%; with 50% employer match about $559,408 at 4% or $372,939 at 6%; with 100% employer match about $419,556 at 4% or $279,704 at 6%.
Brad Werner & Company 401(K) Plan-2$67,129$67,129$33,565iApproximate average salary by contribution assumption: employee only about $839,113 at 4% or $559,408 at 6%; with 50% employer match about $559,408 at 4% or $372,939 at 6%; with 100% employer match about $419,556 at 4% or $279,704 at 6%.