Civic Intelligence

J.R. Wortman Co. Inc.

Plan context: J.R. Wortman Co. Inc. Employees Retirement Plan

EIN 35-1906097 • Morristown, IN • 10 filings • 6 plans

210 E Main StreetMorristown, IN 46161
Current Snapshot

Latest Year

2020

2020 Participants

19

2020 Assets

$810,885

2020 Contributions

$28,549

Historical Graphs

Total Assets Over Time

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

$810,885$405,443$0199920022019YearValue
$810,885Latest year 2019

Participants Over Time

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

19100199920042019YearValue
19Latest year 2019

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
202010$0$28,549-
J.R. Wortman Co. Inc. Employees Retirement Plan-0$0$28,549-
2019119$810,885$129,319$6,806iApproximate average salary by contribution assumption: employee only about $170,157 at 4% or $113,438 at 6%; with 50% employer match about $113,438 at 4% or $75,625 at 6%; with 100% employer match about $85,078 at 4% or $56,719 at 6%.
J.R. Wortman Co. Inc. Employees Retirement Plan-19$810,885$129,319$6,806iApproximate average salary by contribution assumption: employee only about $170,157 at 4% or $113,438 at 6%; with 50% employer match about $113,438 at 4% or $75,625 at 6%; with 100% employer match about $85,078 at 4% or $56,719 at 6%.
2018119$573,831$671,680$35,352iApproximate average salary by contribution assumption: employee only about $883,789 at 4% or $589,193 at 6%; with 50% employer match about $589,193 at 4% or $392,795 at 6%; with 100% employer match about $441,895 at 4% or $294,596 at 6%.
J.R. Wortman Co. Inc. Employees Retirement Plan-19$573,831$671,680$35,352iApproximate average salary by contribution assumption: employee only about $883,789 at 4% or $589,193 at 6%; with 50% employer match about $589,193 at 4% or $392,795 at 6%; with 100% employer match about $441,895 at 4% or $294,596 at 6%.
200610$0$0-
J.R. Wortman Co. Inc. Employees Retirement Plan-0---
2005118$326,549$39,924$2,218iApproximate average salary by contribution assumption: employee only about $55,450 at 4% or $36,967 at 6%; with 50% employer match about $36,967 at 4% or $24,644 at 6%; with 100% employer match about $27,725 at 4% or $18,483 at 6%.
J.R. Wortman Co. Inc. Employees Retirement Plan-18$326,549$39,924$2,218iApproximate average salary by contribution assumption: employee only about $55,450 at 4% or $36,967 at 6%; with 50% employer match about $36,967 at 4% or $24,644 at 6%; with 100% employer match about $27,725 at 4% or $18,483 at 6%.
2004115$0$0-
J.R. Wortman Co. Inc. Employees Retirement Plan-15---
2002117$130,010$134,182$7,893iApproximate average salary by contribution assumption: employee only about $197,326 at 4% or $131,551 at 6%; with 50% employer match about $131,551 at 4% or $87,701 at 6%; with 100% employer match about $98,663 at 4% or $65,775 at 6%.
J.R. Wortman Co. Inc. Employees Retirement Plan-17$130,010$134,182$7,893iApproximate average salary by contribution assumption: employee only about $197,326 at 4% or $131,551 at 6%; with 50% employer match about $131,551 at 4% or $87,701 at 6%; with 100% employer match about $98,663 at 4% or $65,775 at 6%.
2001114$143,137$24,716$1,765iApproximate average salary by contribution assumption: employee only about $44,136 at 4% or $29,424 at 6%; with 50% employer match about $29,424 at 4% or $19,616 at 6%; with 100% employer match about $22,068 at 4% or $14,712 at 6%.
J.R. Wortman Co. Inc. Employees Retirement Plan-14$143,137$24,716$1,765iApproximate average salary by contribution assumption: employee only about $44,136 at 4% or $29,424 at 6%; with 50% employer match about $29,424 at 4% or $19,616 at 6%; with 100% employer match about $22,068 at 4% or $14,712 at 6%.
2000115$145,913$30,494$2,033iApproximate average salary by contribution assumption: employee only about $50,823 at 4% or $33,882 at 6%; with 50% employer match about $33,882 at 4% or $22,588 at 6%; with 100% employer match about $25,412 at 4% or $16,941 at 6%.
J.R. Wortman Co. Inc. Employees Retirement Plan-15$145,913$30,494$2,033iApproximate average salary by contribution assumption: employee only about $50,823 at 4% or $33,882 at 6%; with 50% employer match about $33,882 at 4% or $22,588 at 6%; with 100% employer match about $25,412 at 4% or $16,941 at 6%.
1999114$130,993$27,429$1,959iApproximate average salary by contribution assumption: employee only about $48,980 at 4% or $32,654 at 6%; with 50% employer match about $32,654 at 4% or $21,769 at 6%; with 100% employer match about $24,490 at 4% or $16,327 at 6%.
J.R. Wortman Co. Inc. Employees Retirement Plan-14$130,993$27,429$1,959iApproximate average salary by contribution assumption: employee only about $48,980 at 4% or $32,654 at 6%; with 50% employer match about $32,654 at 4% or $21,769 at 6%; with 100% employer match about $24,490 at 4% or $16,327 at 6%.