Civic Intelligence

Werth Capital Management LLC

Plan context: Werth Capital Management Profit Sharing Plan

EIN 38-3768454 • Hays, KS • 33 filings • 4 plans

1200 Main Street, 6th FloorHays, KS 67601
Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$11,562,048

2024 Contributions

$669,135

Historical Graphs

Total Assets Over Time

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

$11,562,048$5,781,024$0200820162024YearValue
$11,562,048Latest year 2024

Participants Over Time

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

1790200820162024YearValue
17Latest 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
2024217$11,562,048$669,135$39,361iApproximate average salary by contribution assumption: employee only about $984,022 at 4% or $656,015 at 6%; with 50% employer match about $656,015 at 4% or $437,343 at 6%; with 100% employer match about $492,011 at 4% or $328,007 at 6%.
Werth Capital Management Profit Sharing Plan-16$8,551,739$489,135$30,571iApproximate average salary by contribution assumption: employee only about $764,273 at 4% or $509,516 at 6%; with 50% employer match about $509,516 at 4% or $339,677 at 6%; with 100% employer match about $382,137 at 4% or $254,758 at 6%.
WERTH WEALTH MANAGEMENT, LLC CASH BALANCE PENSION PLAN AND TRUST-17$3,010,309$180,000$10,588iApproximate average salary by contribution assumption: employee only about $264,706 at 4% or $176,471 at 6%; with 50% employer match about $176,471 at 4% or $117,647 at 6%; with 100% employer match about $132,353 at 4% or $88,235 at 6%.
2023217$10,113,400$641,027$37,707iApproximate average salary by contribution assumption: employee only about $942,687 at 4% or $628,458 at 6%; with 50% employer match about $628,458 at 4% or $418,972 at 6%; with 100% employer match about $471,343 at 4% or $314,229 at 6%.
Werth Capital Management Profit Sharing Plan-16$7,469,224$475,554$29,722iApproximate average salary by contribution assumption: employee only about $743,053 at 4% or $495,369 at 6%; with 50% employer match about $495,369 at 4% or $330,246 at 6%; with 100% employer match about $371,527 at 4% or $247,684 at 6%.
WERTH WEALTH MANAGEMENT, LLC CASH BALANCE PENSION PLAN AND TRUST-17$2,644,176$165,473$9,734iApproximate average salary by contribution assumption: employee only about $243,343 at 4% or $162,228 at 6%; with 50% employer match about $162,228 at 4% or $108,152 at 6%; with 100% employer match about $121,671 at 4% or $81,114 at 6%.
2022216$8,276,443$572,101$35,756iApproximate average salary by contribution assumption: employee only about $893,908 at 4% or $595,939 at 6%; with 50% employer match about $595,939 at 4% or $397,292 at 6%; with 100% employer match about $446,954 at 4% or $297,969 at 6%.
Werth Capital Management Profit Sharing Plan-15$6,013,807$422,601$28,173iApproximate average salary by contribution assumption: employee only about $704,335 at 4% or $469,557 at 6%; with 50% employer match about $469,557 at 4% or $313,038 at 6%; with 100% employer match about $352,168 at 4% or $234,778 at 6%.
WERTH WEALTH MANAGEMENT, LLC CASH BALANCE PENSION PLAN AND TRUST-16$2,262,636$149,500$9,344iApproximate average salary by contribution assumption: employee only about $233,594 at 4% or $155,729 at 6%; with 50% employer match about $155,729 at 4% or $103,819 at 6%; with 100% employer match about $116,797 at 4% or $77,865 at 6%.
2021213$8,709,775$473,088$36,391iApproximate average salary by contribution assumption: employee only about $909,785 at 4% or $606,523 at 6%; with 50% employer match about $606,523 at 4% or $404,349 at 6%; with 100% employer match about $454,892 at 4% or $303,262 at 6%.
Werth Capital Management Profit Sharing Plan-13$6,488,036$338,088$26,007iApproximate average salary by contribution assumption: employee only about $650,169 at 4% or $433,446 at 6%; with 50% employer match about $433,446 at 4% or $288,964 at 6%; with 100% employer match about $325,085 at 4% or $216,723 at 6%.
WERTH WEALTH MANAGEMENT, LLC CASH BALANCE PENSION PLAN AND TRUST-13$2,221,739$135,000$10,385iApproximate average salary by contribution assumption: employee only about $259,615 at 4% or $173,077 at 6%; with 50% employer match about $173,077 at 4% or $115,385 at 6%; with 100% employer match about $129,808 at 4% or $86,538 at 6%.
2020213$7,034,948$425,391$32,722iApproximate average salary by contribution assumption: employee only about $818,060 at 4% or $545,373 at 6%; with 50% employer match about $545,373 at 4% or $363,582 at 6%; with 100% employer match about $409,030 at 4% or $272,687 at 6%.
Werth Capital Management Profit Sharing Plan-13$5,244,054$295,391$22,722iApproximate average salary by contribution assumption: employee only about $568,060 at 4% or $378,706 at 6%; with 50% employer match about $378,706 at 4% or $252,471 at 6%; with 100% employer match about $284,030 at 4% or $189,353 at 6%.
WERTH WEALTH MANAGEMENT, LLC CASH BALANCE PENSION PLAN AND TRUST-13$1,790,894$130,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
2019214$5,909,140$409,571$29,255iApproximate average salary by contribution assumption: employee only about $731,377 at 4% or $487,585 at 6%; with 50% employer match about $487,585 at 4% or $325,056 at 6%; with 100% employer match about $365,688 at 4% or $243,792 at 6%.
Werth Capital Management Profit Sharing Plan-14$4,277,216$284,571$20,327iApproximate average salary by contribution assumption: employee only about $508,163 at 4% or $338,775 at 6%; with 50% employer match about $338,775 at 4% or $225,850 at 6%; with 100% employer match about $254,081 at 4% or $169,388 at 6%.
WERTH WEALTH MANAGEMENT, LLC CASH BALANCE PENSION PLAN AND TRUST-14$1,631,924$125,000$8,929iApproximate average salary by contribution assumption: employee only about $223,214 at 4% or $148,810 at 6%; with 50% employer match about $148,810 at 4% or $99,206 at 6%; with 100% employer match about $111,607 at 4% or $74,405 at 6%.
2018212$4,564,713$498,882$41,574iApproximate average salary by contribution assumption: employee only about $1,039,338 at 4% or $692,892 at 6%; with 50% employer match about $692,892 at 4% or $461,928 at 6%; with 100% employer match about $519,669 at 4% or $346,446 at 6%.
Werth Capital Management Profit Sharing Plan-12$3,252,793$333,882$27,824iApproximate average salary by contribution assumption: employee only about $695,588 at 4% or $463,725 at 6%; with 50% employer match about $463,725 at 4% or $309,150 at 6%; with 100% employer match about $347,794 at 4% or $231,863 at 6%.
WERTH WEALTH MANAGEMENT, LLC CASH BALANCE PENSION PLAN AND TRUST-12$1,311,920$165,000$13,750iApproximate average salary by contribution assumption: employee only about $343,750 at 4% or $229,167 at 6%; with 50% employer match about $229,167 at 4% or $152,778 at 6%; with 100% employer match about $171,875 at 4% or $114,583 at 6%.
2017211$4,350,438$357,481$32,498iApproximate average salary by contribution assumption: employee only about $812,457 at 4% or $541,638 at 6%; with 50% employer match about $541,638 at 4% or $361,092 at 6%; with 100% employer match about $406,228 at 4% or $270,819 at 6%.
Werth Capital Management Profit Sharing Plan-10$3,144,353$237,481$23,748iApproximate average salary by contribution assumption: employee only about $593,703 at 4% or $395,802 at 6%; with 50% employer match about $395,802 at 4% or $263,868 at 6%; with 100% employer match about $296,851 at 4% or $197,901 at 6%.
WERTH WEALTH MANAGEMENT, LLC CASH BALANCE PENSION PLAN AND TRUST-11$1,206,085$120,000$10,909iApproximate average salary by contribution assumption: employee only about $272,727 at 4% or $181,818 at 6%; with 50% employer match about $181,818 at 4% or $121,212 at 6%; with 100% employer match about $136,364 at 4% or $90,909 at 6%.
2016210$3,574,088$445,148$44,515iApproximate average salary by contribution assumption: employee only about $1,112,870 at 4% or $741,913 at 6%; with 50% employer match about $741,913 at 4% or $494,609 at 6%; with 100% employer match about $556,435 at 4% or $370,957 at 6%.
Werth Capital Management Profit Sharing Plan-9$2,590,737$250,148$27,794iApproximate average salary by contribution assumption: employee only about $694,856 at 4% or $463,237 at 6%; with 50% employer match about $463,237 at 4% or $308,825 at 6%; with 100% employer match about $347,428 at 4% or $231,619 at 6%.
WERTH WEALTH MANAGEMENT, LLC CASH BALANCE PENSION PLAN AND TRUST-10$983,351$195,000$19,500iApproximate average salary by contribution assumption: employee only about $487,500 at 4% or $325,000 at 6%; with 50% employer match about $325,000 at 4% or $216,667 at 6%; with 100% employer match about $243,750 at 4% or $162,500 at 6%.
2015210$2,799,312$324,197$32,420iApproximate average salary by contribution assumption: employee only about $810,493 at 4% or $540,328 at 6%; with 50% employer match about $540,328 at 4% or $360,219 at 6%; with 100% employer match about $405,246 at 4% or $270,164 at 6%.
Werth Capital Management Profit Sharing Plan-10$2,098,303$209,197$20,920iApproximate average salary by contribution assumption: employee only about $522,993 at 4% or $348,662 at 6%; with 50% employer match about $348,662 at 4% or $232,441 at 6%; with 100% employer match about $261,496 at 4% or $174,331 at 6%.
WERTH CAPITAL MANAGEMENT, LLC CASH BALANCE PENSION PLAN AND TRUST-10$701,009$115,000$11,500iApproximate average salary by contribution assumption: employee only about $287,500 at 4% or $191,667 at 6%; with 50% employer match about $191,667 at 4% or $127,778 at 6%; with 100% employer match about $143,750 at 4% or $95,833 at 6%.
201428$2,584,874$275,980$34,498iApproximate average salary by contribution assumption: employee only about $862,438 at 4% or $574,958 at 6%; with 50% employer match about $574,958 at 4% or $383,306 at 6%; with 100% employer match about $431,219 at 4% or $287,479 at 6%.
Werth Capital Management Profit Sharing Plan-8$1,964,557$175,980$21,998iApproximate average salary by contribution assumption: employee only about $549,938 at 4% or $366,625 at 6%; with 50% employer match about $366,625 at 4% or $244,417 at 6%; with 100% employer match about $274,969 at 4% or $183,313 at 6%.
WERTH CAPITAL MANAGEMENT, LLC CASH BALANCE PENSION PLAN AND TRUST-8$620,317$100,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
201329$2,307,905$188,250$20,917iApproximate average salary by contribution assumption: employee only about $522,917 at 4% or $348,611 at 6%; with 50% employer match about $348,611 at 4% or $232,407 at 6%; with 100% employer match about $261,458 at 4% or $174,306 at 6%.
Werth Capital Management Profit Sharing Plan-8$1,777,854$147,138$18,392iApproximate average salary by contribution assumption: employee only about $459,806 at 4% or $306,538 at 6%; with 50% employer match about $306,538 at 4% or $204,358 at 6%; with 100% employer match about $229,903 at 4% or $153,269 at 6%.
WERTH CAPITAL MANAGEMENT, LLC CASH BALANCE PENSION PLAN AND TRUST-9$530,051$41,112$4,568iApproximate average salary by contribution assumption: employee only about $114,200 at 4% or $76,133 at 6%; with 50% employer match about $76,133 at 4% or $50,756 at 6%; with 100% employer match about $57,100 at 4% or $38,067 at 6%.
201228$1,745,843$215,045$26,881iApproximate average salary by contribution assumption: employee only about $672,016 at 4% or $448,010 at 6%; with 50% employer match about $448,010 at 4% or $298,674 at 6%; with 100% employer match about $336,008 at 4% or $224,005 at 6%.
Werth Capital Management Profit Sharing Plan-8$1,337,246$141,157$17,645iApproximate average salary by contribution assumption: employee only about $441,116 at 4% or $294,077 at 6%; with 50% employer match about $294,077 at 4% or $196,051 at 6%; with 100% employer match about $220,558 at 4% or $147,039 at 6%.
WERTH CAPITAL MANAGEMENT, LLC CASH BALANCE PENSION PLAN AND TRUST-8$408,597$73,888$9,236iApproximate average salary by contribution assumption: employee only about $230,900 at 4% or $153,933 at 6%; with 50% employer match about $153,933 at 4% or $102,622 at 6%; with 100% employer match about $115,450 at 4% or $76,967 at 6%.
201128$1,319,643$222,139$27,767iApproximate average salary by contribution assumption: employee only about $694,184 at 4% or $462,790 at 6%; with 50% employer match about $462,790 at 4% or $308,526 at 6%; with 100% employer match about $347,092 at 4% or $231,395 at 6%.
Werth Capital Management Profit Sharing Plan-8$1,026,897$137,139$17,142iApproximate average salary by contribution assumption: employee only about $428,559 at 4% or $285,706 at 6%; with 50% employer match about $285,706 at 4% or $190,471 at 6%; with 100% employer match about $214,280 at 4% or $142,853 at 6%.
WERTH CAPITAL MANAGEMENT, LLC CASH BALANCE PENSION PLAN AND TRUST-8$292,746$85,000$10,625iApproximate average salary by contribution assumption: employee only about $265,625 at 4% or $177,083 at 6%; with 50% employer match about $177,083 at 4% or $118,056 at 6%; with 100% employer match about $132,813 at 4% or $88,542 at 6%.
201028$1,102,543$210,549$26,319iApproximate average salary by contribution assumption: employee only about $657,966 at 4% or $438,644 at 6%; with 50% employer match about $438,644 at 4% or $292,429 at 6%; with 100% employer match about $328,983 at 4% or $219,322 at 6%.
Werth Capital Management Profit Sharing Plan-8$907,498$124,982$15,623iApproximate average salary by contribution assumption: employee only about $390,569 at 4% or $260,379 at 6%; with 50% employer match about $260,379 at 4% or $173,586 at 6%; with 100% employer match about $195,284 at 4% or $130,190 at 6%.
WERTH CAPITAL MANAGEMENT, LLC CASH BALANCE PENSION PLAN AND TRUST-8$195,045$85,567$10,696iApproximate average salary by contribution assumption: employee only about $267,397 at 4% or $178,265 at 6%; with 50% employer match about $178,265 at 4% or $118,843 at 6%; with 100% employer match about $133,698 at 4% or $89,132 at 6%.
200929$778,706$221,863$24,651iApproximate average salary by contribution assumption: employee only about $616,286 at 4% or $410,857 at 6%; with 50% employer match about $410,857 at 4% or $273,905 at 6%; with 100% employer match about $308,143 at 4% or $205,429 at 6%.
Werth Capital Management Profit Sharing Plan-9$686,454$129,611$14,401iApproximate average salary by contribution assumption: employee only about $360,031 at 4% or $240,020 at 6%; with 50% employer match about $240,020 at 4% or $160,014 at 6%; with 100% employer match about $180,015 at 4% or $120,010 at 6%.
WERTH CAPITAL MANAGEMENT, LLC CASH BALANCE PENSION PLAN AND TRUST-9$92,252$92,252$10,250iApproximate average salary by contribution assumption: employee only about $256,256 at 4% or $170,837 at 6%; with 50% employer match about $170,837 at 4% or $113,891 at 6%; with 100% employer match about $128,128 at 4% or $85,419 at 6%.
200819$454,426$291,525$32,392iApproximate average salary by contribution assumption: employee only about $809,792 at 4% or $539,861 at 6%; with 50% employer match about $539,861 at 4% or $359,907 at 6%; with 100% employer match about $404,896 at 4% or $269,931 at 6%.
Werth Capital Management Profit Sharing Plan-9$454,426$291,525$32,392iApproximate average salary by contribution assumption: employee only about $809,792 at 4% or $539,861 at 6%; with 50% employer match about $539,861 at 4% or $359,907 at 6%; with 100% employer match about $404,896 at 4% or $269,931 at 6%.