Civic Intelligence

Welsch, Flatness & Lutz Inc.

Plan context: WFL 401(K) PLAN

EIN 43-1170937 • St. Louis, MO • 25 filings • 14 plans

308 North 21st StreetSt. Louis, MO 63103
Current Snapshot

Latest Year

2013

2013 Participants

50

2013 Assets

$8,525,339

2013 Contributions

$301,247

Historical Graphs

Total Assets Over Time

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

$9,714,056$4,857,028$0199920062012YearValue
$8,525,339Latest year 2012

Participants Over Time

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

70350199920062012YearValue
50Latest year 2012

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
201310$0$0-
WFL 401(K) PLAN-0$0--
2012150$8,525,339$301,247$6,025iApproximate average salary by contribution assumption: employee only about $150,624 at 4% or $100,416 at 6%; with 50% employer match about $100,416 at 4% or $66,944 at 6%; with 100% employer match about $75,312 at 4% or $50,208 at 6%.
WFL 401(K) PLAN-50$8,525,339$301,247$6,025iApproximate average salary by contribution assumption: employee only about $150,624 at 4% or $100,416 at 6%; with 50% employer match about $100,416 at 4% or $66,944 at 6%; with 100% employer match about $75,312 at 4% or $50,208 at 6%.
2011151$7,706,714$349,772$6,858iApproximate average salary by contribution assumption: employee only about $171,457 at 4% or $114,305 at 6%; with 50% employer match about $114,305 at 4% or $76,203 at 6%; with 100% employer match about $85,728 at 4% or $57,152 at 6%.
WFL 401(K) PLAN-51$7,706,714$349,772$6,858iApproximate average salary by contribution assumption: employee only about $171,457 at 4% or $114,305 at 6%; with 50% employer match about $114,305 at 4% or $76,203 at 6%; with 100% employer match about $85,728 at 4% or $57,152 at 6%.
2010154$7,921,226$395,549$7,325iApproximate average salary by contribution assumption: employee only about $183,125 at 4% or $122,083 at 6%; with 50% employer match about $122,083 at 4% or $81,389 at 6%; with 100% employer match about $91,562 at 4% or $61,042 at 6%.
WFL 401(K) PLAN-54$7,921,226$395,549$7,325iApproximate average salary by contribution assumption: employee only about $183,125 at 4% or $122,083 at 6%; with 50% employer match about $122,083 at 4% or $81,389 at 6%; with 100% employer match about $91,562 at 4% or $61,042 at 6%.
2009167$8,353,879$2,193,987$32,746iApproximate average salary by contribution assumption: employee only about $818,652 at 4% or $545,768 at 6%; with 50% employer match about $545,768 at 4% or $363,845 at 6%; with 100% employer match about $409,326 at 4% or $272,884 at 6%.
WELSCH, FLATNESS & LUTZ, INC. 401(K) PLAN-67$8,353,879$2,193,987$32,746iApproximate average salary by contribution assumption: employee only about $818,652 at 4% or $545,768 at 6%; with 50% employer match about $545,768 at 4% or $363,845 at 6%; with 100% employer match about $409,326 at 4% or $272,884 at 6%.
2008370$7,836,372$638,938$9,128iApproximate average salary by contribution assumption: employee only about $228,192 at 4% or $152,128 at 6%; with 50% employer match about $152,128 at 4% or $101,419 at 6%; with 100% employer match about $114,096 at 4% or $76,064 at 6%.
WELSCH, FLATNESS & LUTZ, INC. 401K PLAN-70$5,080,646--
Welsch, Flatness & Lutz Inc. Employee Stock Ownership 401K Plan-64$2,755,726$638,938$9,983iApproximate average salary by contribution assumption: employee only about $249,585 at 4% or $166,390 at 6%; with 50% employer match about $166,390 at 4% or $110,927 at 6%; with 100% employer match about $124,793 at 4% or $83,195 at 6%.
WELSCH, FLATNESS & LUTZ, INC. SUPPLEMENTAL RETIREM-0---
2007266$9,714,056$398,680$6,041iApproximate average salary by contribution assumption: employee only about $151,015 at 4% or $100,677 at 6%; with 50% employer match about $100,677 at 4% or $67,118 at 6%; with 100% employer match about $75,508 at 4% or $50,338 at 6%.
Welsch, Flatness & Lutz Inc. Employee Stock Ownership 401K Plan-66$9,714,056$398,680$6,041iApproximate average salary by contribution assumption: employee only about $151,015 at 4% or $100,677 at 6%; with 50% employer match about $100,677 at 4% or $67,118 at 6%; with 100% employer match about $75,508 at 4% or $50,338 at 6%.
WELSCH, FLATNESS & LUTZ, INC. SUPPLEMENTAL RETIREMENT AGREEMENT-1---
2006250$9,289,460$332,153$6,643iApproximate average salary by contribution assumption: employee only about $166,077 at 4% or $110,718 at 6%; with 50% employer match about $110,718 at 4% or $73,812 at 6%; with 100% employer match about $83,038 at 4% or $55,359 at 6%.
Welsch, Flatness & Lutz Inc. Employee Stock Ownership 401K Plan-50$9,289,460$332,153$6,643iApproximate average salary by contribution assumption: employee only about $166,077 at 4% or $110,718 at 6%; with 50% employer match about $110,718 at 4% or $73,812 at 6%; with 100% employer match about $83,038 at 4% or $55,359 at 6%.
WELSCH, FLATNESS & LUTZ, INC. SUPPLEMENTAL RETIREMENT AGREEMENT-1---
2005251$8,042,481$441,174$8,650iApproximate average salary by contribution assumption: employee only about $216,262 at 4% or $144,175 at 6%; with 50% employer match about $144,175 at 4% or $96,116 at 6%; with 100% employer match about $108,131 at 4% or $72,087 at 6%.
Welsch, Flatness & Lutz Inc. Employee Stock Ownership 401K Plan-51$8,042,481$441,174$8,650iApproximate average salary by contribution assumption: employee only about $216,262 at 4% or $144,175 at 6%; with 50% employer match about $144,175 at 4% or $96,116 at 6%; with 100% employer match about $108,131 at 4% or $72,087 at 6%.
WELSCH, FLATNESS & LUTZ, INC. SUPPLEMENTAL RETIREMENT AGREEMENT-1---
2004252$7,146,085$896,796$17,246iApproximate average salary by contribution assumption: employee only about $431,152 at 4% or $287,435 at 6%; with 50% employer match about $287,435 at 4% or $191,623 at 6%; with 100% employer match about $215,576 at 4% or $143,717 at 6%.
Welsch, Flatness & Lutz Inc. Employee Stock Ownership 401K Plan-52$7,146,085$896,796$17,246iApproximate average salary by contribution assumption: employee only about $431,152 at 4% or $287,435 at 6%; with 50% employer match about $287,435 at 4% or $191,623 at 6%; with 100% employer match about $215,576 at 4% or $143,717 at 6%.
WELSCH, FLATNESS & LUTZ, INC. SUPPLEMENTAL RETIREMENT AGREEMENT-1---
2003252$6,592,187$485,519$9,337iApproximate average salary by contribution assumption: employee only about $233,423 at 4% or $155,615 at 6%; with 50% employer match about $155,615 at 4% or $103,743 at 6%; with 100% employer match about $116,711 at 4% or $77,808 at 6%.
Welsch, Flatness & Lutz Inc. Employee Stock Ownership 401K Plan-52$6,592,187$485,519$9,337iApproximate average salary by contribution assumption: employee only about $233,423 at 4% or $155,615 at 6%; with 50% employer match about $155,615 at 4% or $103,743 at 6%; with 100% employer match about $116,711 at 4% or $77,808 at 6%.
WELSCH, FLATNESS & LUTZ, INC. SUPPLEMENTAL RETIREMENT AGREEMENT-1---
2002236$5,988,192$435,452$12,096iApproximate average salary by contribution assumption: employee only about $302,397 at 4% or $201,598 at 6%; with 50% employer match about $201,598 at 4% or $134,399 at 6%; with 100% employer match about $151,199 at 4% or $100,799 at 6%.
Welsch, Flatness & Lutz Inc. Employee Stock Ownership 401K Plan-36$5,988,192$435,452$12,096iApproximate average salary by contribution assumption: employee only about $302,397 at 4% or $201,598 at 6%; with 50% employer match about $201,598 at 4% or $134,399 at 6%; with 100% employer match about $151,199 at 4% or $100,799 at 6%.
WELSCH, FLATNESS & LUTZ, INC. SUPPLEMENTAL RETIREMENT AGREEMENT-1---
2001242$0$0-
Welsch, Flatness & Lutz Inc. Employee Stock Ownership 401K Plan-42---
WELSCH, FLATNESS & LUTZ, INC. SUPPLEMENTAL RETIREMENT AGREEMENT-1---
2000251$6,297,245$484,123$9,493iApproximate average salary by contribution assumption: employee only about $237,315 at 4% or $158,210 at 6%; with 50% employer match about $158,210 at 4% or $105,473 at 6%; with 100% employer match about $118,658 at 4% or $79,105 at 6%.
Welsch, Flatness & Lutz Inc. Employee Stock Ownership 401K Plan-51$6,297,245$484,123$9,493iApproximate average salary by contribution assumption: employee only about $237,315 at 4% or $158,210 at 6%; with 50% employer match about $158,210 at 4% or $105,473 at 6%; with 100% employer match about $118,658 at 4% or $79,105 at 6%.
SUPPLEMENTAL RETIREMENT AGREEMENT-1---
1999146$5,856,052$487,050$10,588iApproximate average salary by contribution assumption: employee only about $264,701 at 4% or $176,467 at 6%; with 50% employer match about $176,467 at 4% or $117,645 at 6%; with 100% employer match about $132,351 at 4% or $88,234 at 6%.
Welsch, Flatness & Lutz Inc. Employee Stock Ownership 401K Plan-46$5,856,052$487,050$10,588iApproximate average salary by contribution assumption: employee only about $264,701 at 4% or $176,467 at 6%; with 50% employer match about $176,467 at 4% or $117,645 at 6%; with 100% employer match about $132,351 at 4% or $88,234 at 6%.