Worzella & Sons Inc.
Plan context: Worzella & Sons Inc. Profit Sharing Plan and Trust
EIN 39-1015136 • Plover, WI • 51 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
26
2024 Assets
$15,445,227
2024 Contributions
$3,472,250
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 | 1 | 0 | $0 | $3,472,250 | - |
| Worzella & Sons Inc. Profit Sharing Plan and Trust | - | 0 | $0 | $3,472,250 | - |
| 2023 | 2 | 26 | $15,445,227 | $172,858 | $6,648iApproximate average salary by contribution assumption: employee only about $166,210 at 4% or $110,806 at 6%; with 50% employer match about $110,806 at 4% or $73,871 at 6%; with 100% employer match about $83,105 at 4% or $55,403 at 6%. |
| Worzella & Sons Inc. Profit Sharing Plan and Trust | - | 10 | $9,766,180 | - | - |
| Worzella & Sons Inc. Employee Retirement Plan | - | 26 | $5,679,047 | $172,858 | $6,648iApproximate average salary by contribution assumption: employee only about $166,210 at 4% or $110,806 at 6%; with 50% employer match about $110,806 at 4% or $73,871 at 6%; with 100% employer match about $83,105 at 4% or $55,403 at 6%. |
| 2022 | 2 | 27 | $14,075,176 | $361,214 | $13,378iApproximate average salary by contribution assumption: employee only about $334,457 at 4% or $222,972 at 6%; with 50% employer match about $222,972 at 4% or $148,648 at 6%; with 100% employer match about $167,229 at 4% or $111,486 at 6%. |
| Worzella & Sons Inc. Profit Sharing Plan and Trust | - | 11 | $8,656,379 | $0 | - |
| Worzella & Sons Inc. Employee Retirement Plan | - | 27 | $5,418,797 | $361,214 | $13,378iApproximate average salary by contribution assumption: employee only about $334,457 at 4% or $222,972 at 6%; with 50% employer match about $222,972 at 4% or $148,648 at 6%; with 100% employer match about $167,229 at 4% or $111,486 at 6%. |
| 2021 | 2 | 24 | $15,613,266 | $174,551 | $7,273iApproximate average salary by contribution assumption: employee only about $181,824 at 4% or $121,216 at 6%; with 50% employer match about $121,216 at 4% or $80,811 at 6%; with 100% employer match about $90,912 at 4% or $60,608 at 6%. |
| Worzella & Sons Inc. Profit Sharing Plan and Trust | - | 13 | $9,962,474 | - | - |
| Worzella & Sons Inc. Employee Retirement Plan | - | 24 | $5,650,792 | $174,551 | $7,273iApproximate average salary by contribution assumption: employee only about $181,824 at 4% or $121,216 at 6%; with 50% employer match about $121,216 at 4% or $80,811 at 6%; with 100% employer match about $90,912 at 4% or $60,608 at 6%. |
| 2020 | 2 | 24 | $17,930,299 | $340,863 | $14,203iApproximate average salary by contribution assumption: employee only about $355,066 at 4% or $236,710 at 6%; with 50% employer match about $236,710 at 4% or $157,807 at 6%; with 100% employer match about $177,533 at 4% or $118,355 at 6%. |
| Worzella & Sons Inc. Profit Sharing Plan and Trust | - | 14 | $11,640,056 | - | - |
| Worzella & Sons Inc. Employee Retirement Plan | - | 24 | $6,290,243 | $340,863 | $14,203iApproximate average salary by contribution assumption: employee only about $355,066 at 4% or $236,710 at 6%; with 50% employer match about $236,710 at 4% or $157,807 at 6%; with 100% employer match about $177,533 at 4% or $118,355 at 6%. |
| 2019 | 2 | 28 | $16,696,555 | $365,418 | $13,051iApproximate average salary by contribution assumption: employee only about $326,266 at 4% or $217,511 at 6%; with 50% employer match about $217,511 at 4% or $145,007 at 6%; with 100% employer match about $163,133 at 4% or $108,755 at 6%. |
| Worzella & Sons Inc. Profit Sharing Plan and Trust | - | 18 | $10,650,858 | - | - |
| Worzella & Sons Inc. Employee Retirement Plan | - | 28 | $6,045,697 | $365,418 | $13,051iApproximate average salary by contribution assumption: employee only about $326,266 at 4% or $217,511 at 6%; with 50% employer match about $217,511 at 4% or $145,007 at 6%; with 100% employer match about $163,133 at 4% or $108,755 at 6%. |
| 2018 | 2 | 27 | $15,258,929 | $337,140 | $12,487iApproximate average salary by contribution assumption: employee only about $312,167 at 4% or $208,111 at 6%; with 50% employer match about $208,111 at 4% or $138,741 at 6%; with 100% employer match about $156,083 at 4% or $104,056 at 6%. |
| Worzella & Sons Inc. Profit Sharing Plan and Trust | - | 19 | $9,737,759 | - | - |
| Worzella & Sons Inc. Employee Retirement Plan | - | 27 | $5,521,170 | $337,140 | $12,487iApproximate average salary by contribution assumption: employee only about $312,167 at 4% or $208,111 at 6%; with 50% employer match about $208,111 at 4% or $138,741 at 6%; with 100% employer match about $156,083 at 4% or $104,056 at 6%. |
| 2017 | 2 | 29 | $16,901,195 | $349,338 | $12,046iApproximate average salary by contribution assumption: employee only about $301,153 at 4% or $200,769 at 6%; with 50% employer match about $200,769 at 4% or $133,846 at 6%; with 100% employer match about $150,577 at 4% or $100,384 at 6%. |
| Worzella & Sons Inc. Profit Sharing Plan and Trust | - | 20 | $10,829,551 | - | - |
| Worzella & Sons Inc. Employee Retirement Plan | - | 29 | $6,071,644 | $349,338 | $12,046iApproximate average salary by contribution assumption: employee only about $301,153 at 4% or $200,769 at 6%; with 50% employer match about $200,769 at 4% or $133,846 at 6%; with 100% employer match about $150,577 at 4% or $100,384 at 6%. |
| 2016 | 2 | 30 | $16,960,546 | $366,380 | $12,213iApproximate average salary by contribution assumption: employee only about $305,317 at 4% or $203,544 at 6%; with 50% employer match about $203,544 at 4% or $135,696 at 6%; with 100% employer match about $152,658 at 4% or $101,772 at 6%. |
| Worzella & Sons Inc. Profit Sharing Plan and Trust | - | 23 | $11,084,649 | - | - |
| Worzella & Sons Inc. Employee Retirement Plan | - | 30 | $5,875,897 | $366,380 | $12,213iApproximate average salary by contribution assumption: employee only about $305,317 at 4% or $203,544 at 6%; with 50% employer match about $203,544 at 4% or $135,696 at 6%; with 100% employer match about $152,658 at 4% or $101,772 at 6%. |
| 2015 | 2 | 25 | $15,631,094 | $381,776 | $15,271iApproximate average salary by contribution assumption: employee only about $381,776 at 4% or $254,517 at 6%; with 50% employer match about $254,517 at 4% or $169,678 at 6%; with 100% employer match about $190,888 at 4% or $127,259 at 6%. |
| Worzella & Sons Inc. Profit Sharing Plan and Trust | - | 24 | $9,760,807 | - | - |
| Worzella & Sons Inc. Employee Retirement Plan | - | 25 | $5,870,287 | $381,776 | $15,271iApproximate average salary by contribution assumption: employee only about $381,776 at 4% or $254,517 at 6%; with 50% employer match about $254,517 at 4% or $169,678 at 6%; with 100% employer match about $190,888 at 4% or $127,259 at 6%. |
| 2014 | 2 | 27 | $15,097,529 | $408,487 | $15,129iApproximate average salary by contribution assumption: employee only about $378,229 at 4% or $252,152 at 6%; with 50% employer match about $252,152 at 4% or $168,102 at 6%; with 100% employer match about $189,114 at 4% or $126,076 at 6%. |
| Worzella & Sons Inc. Profit Sharing Plan and Trust | - | 24 | $9,480,154 | - | - |
| Worzella & Sons Inc. Employee Retirement Plan | - | 27 | $5,617,375 | $408,487 | $15,129iApproximate average salary by contribution assumption: employee only about $378,229 at 4% or $252,152 at 6%; with 50% employer match about $252,152 at 4% or $168,102 at 6%; with 100% employer match about $189,114 at 4% or $126,076 at 6%. |
| 2013 | 2 | 28 | $16,101,558 | $462,404 | $16,514iApproximate average salary by contribution assumption: employee only about $412,861 at 4% or $275,240 at 6%; with 50% employer match about $275,240 at 4% or $183,494 at 6%; with 100% employer match about $206,430 at 4% or $137,620 at 6%. |
| Worzella & Sons Inc. Profit Sharing Plan and Trust | - | 28 | $10,232,880 | - | - |
| Worzella & Sons Inc. Employee Retirement Plan | - | 24 | $5,868,678 | $462,404 | $19,267iApproximate average salary by contribution assumption: employee only about $481,671 at 4% or $321,114 at 6%; with 50% employer match about $321,114 at 4% or $214,076 at 6%; with 100% employer match about $240,835 at 4% or $160,557 at 6%. |
| 2012 | 2 | 27 | $14,929,430 | $445,310 | $16,493iApproximate average salary by contribution assumption: employee only about $412,324 at 4% or $274,883 at 6%; with 50% employer match about $274,883 at 4% or $183,255 at 6%; with 100% employer match about $206,162 at 4% or $137,441 at 6%. |
| Worzella & Sons Inc. Profit Sharing Plan and Trust | - | 27 | $9,449,886 | - | - |
| Worzella & Sons Inc. Employee Retirement Plan | - | 25 | $5,479,544 | $445,310 | $17,812iApproximate average salary by contribution assumption: employee only about $445,310 at 4% or $296,873 at 6%; with 50% employer match about $296,873 at 4% or $197,916 at 6%; with 100% employer match about $222,655 at 4% or $148,437 at 6%. |
| 2011 | 2 | 27 | $13,077,326 | $487,618 | $18,060iApproximate average salary by contribution assumption: employee only about $451,498 at 4% or $300,999 at 6%; with 50% employer match about $300,999 at 4% or $200,666 at 6%; with 100% employer match about $225,749 at 4% or $150,499 at 6%. |
| Worzella & Sons Inc. Profit Sharing Plan and Trust | - | 27 | $7,948,775 | - | - |
| Worzella & Sons Inc. Employee Retirement Plan | - | 27 | $5,128,551 | $487,618 | $18,060iApproximate average salary by contribution assumption: employee only about $451,498 at 4% or $300,999 at 6%; with 50% employer match about $300,999 at 4% or $200,666 at 6%; with 100% employer match about $225,749 at 4% or $150,499 at 6%. |
| 2010 | 2 | 29 | $11,835,081 | $555,174 | $19,144iApproximate average salary by contribution assumption: employee only about $478,598 at 4% or $319,066 at 6%; with 50% employer match about $319,066 at 4% or $212,710 at 6%; with 100% employer match about $239,299 at 4% or $159,533 at 6%. |
| Worzella & Sons Inc. Profit Sharing Plan and Trust | - | 29 | $7,090,673 | $100,000 | $3,448iApproximate average salary by contribution assumption: employee only about $86,207 at 4% or $57,471 at 6%; with 50% employer match about $57,471 at 4% or $38,314 at 6%; with 100% employer match about $43,103 at 4% or $28,736 at 6%. |
| Worzella & Sons Inc. Employee Retirement Plan | - | 22 | $4,744,408 | $455,174 | $20,690iApproximate average salary by contribution assumption: employee only about $517,243 at 4% or $344,829 at 6%; with 50% employer match about $344,829 at 4% or $229,886 at 6%; with 100% employer match about $258,622 at 4% or $172,414 at 6%. |
| 2009 | 2 | 23 | $11,667,485 | $465,426 | $20,236iApproximate average salary by contribution assumption: employee only about $505,898 at 4% or $337,265 at 6%; with 50% employer match about $337,265 at 4% or $224,843 at 6%; with 100% employer match about $252,949 at 4% or $168,633 at 6%. |
| Worzella & Sons Inc. Profit Sharing Plan and Trust | - | 18 | $7,067,461 | $2,246 | $125iApproximate average salary by contribution assumption: employee only about $3,119 at 4% or $2,080 at 6%; with 50% employer match about $2,080 at 4% or $1,386 at 6%; with 100% employer match about $1,560 at 4% or $1,040 at 6%. |
| Worzella & Sons Inc. Employee Retirement Plan | - | 23 | $4,600,024 | $463,180 | $20,138iApproximate average salary by contribution assumption: employee only about $503,457 at 4% or $335,638 at 6%; with 50% employer match about $335,638 at 4% or $223,758 at 6%; with 100% employer match about $251,728 at 4% or $167,819 at 6%. |
| 2008 | 2 | 21 | $0 | $0 | - |
| Worzella & Sons Inc. Employee Retirement Plan | - | 21 | - | - | - |
| Worzella & Sons Inc. Profit Sharing Plan and Trust | - | 19 | - | - | - |
| 2007 | 2 | 21 | $0 | $0 | - |
| Worzella & Sons Inc. Profit Sharing Plan and Trust | - | 16 | - | - | - |
| Worzella & Sons Inc. Employee Retirement Plan | - | 21 | - | - | - |
| 2006 | 2 | 18 | $8,230,573 | $102,300 | $5,683iApproximate average salary by contribution assumption: employee only about $142,083 at 4% or $94,722 at 6%; with 50% employer match about $94,722 at 4% or $63,148 at 6%; with 100% employer match about $71,042 at 4% or $47,361 at 6%. |
| Worzella & Sons Inc. Profit Sharing Plan and Trust | - | 15 | $8,230,573 | $102,300 | $6,820iApproximate average salary by contribution assumption: employee only about $170,500 at 4% or $113,667 at 6%; with 50% employer match about $113,667 at 4% or $75,778 at 6%; with 100% employer match about $85,250 at 4% or $56,833 at 6%. |
| Worzella & Sons Inc. Employee Retirement Plan | - | 18 | - | - | - |
| 2005 | 2 | 15 | $0 | $0 | - |
| Worzella & Sons Inc. Profit Sharing Plan and Trust | - | 15 | - | - | - |
| Worzella & Sons Inc. Employee Retirement Plan | - | 15 | - | - | - |
| 2004 | 2 | 15 | $6,073,522 | $0 | - |
| Worzella & Sons Inc. Profit Sharing Plan and Trust | - | 15 | $6,073,522 | - | - |
| Worzella & Sons Inc. Employee Retirement Plan | - | 15 | - | - | - |
| 2003 | 2 | 15 | $0 | $0 | - |
| Worzella & Sons Inc. Profit Sharing Plan and Trust | - | 15 | - | - | - |
| Worzella & Sons Inc. Employee Retirement Plan | - | 15 | - | - | - |
| 2002 | 2 | 22 | $0 | $0 | - |
| Worzella & Sons Inc. Profit Sharing Plan and Trust | - | 22 | - | - | - |
| Worzella & Sons Inc. Employee Retirement Plan | - | 18 | - | - | - |
| 2001 | 2 | 18 | $0 | $0 | - |
| Worzella & Sons Inc. Profit Sharing Plan and Trust | - | 18 | - | - | - |
| Worzella & Sons Inc. Employee Retirement Plan | - | 16 | - | - | - |
| 2000 | 2 | 20 | $0 | $0 | - |
| Worzella & Sons Inc. Profit Sharing Plan and Trust | - | 20 | - | - | - |
| Worzella & Sons Inc. Employee Retirement Plan | - | 17 | - | - | - |
| 1999 | 2 | 15 | $6,888,368 | $100,850 | $6,723iApproximate average salary by contribution assumption: employee only about $168,083 at 4% or $112,056 at 6%; with 50% employer match about $112,056 at 4% or $74,704 at 6%; with 100% employer match about $84,042 at 4% or $56,028 at 6%. |
| Worzella & Sons Inc. Profit Sharing Plan and Trust | - | 15 | $4,783,791 | - | - |
| Worzella & Sons Inc. Employee Retirement Plan | - | 14 | $2,104,577 | $100,850 | $7,204iApproximate average salary by contribution assumption: employee only about $180,089 at 4% or $120,060 at 6%; with 50% employer match about $120,060 at 4% or $80,040 at 6%; with 100% employer match about $90,045 at 4% or $60,030 at 6%. |