Civic Intelligence

Robert K. Wormald

Plan context: Robert K. Wormald 401K Plan and Trust

EIN 52-0807710 • Frederick, MD • 18 filings • 4 plans

5283 Corporate Drive, Suite 300Frederick, MD 21703
Current Snapshot

Latest Year

2017

2017 Participants

65

2017 Assets

$3,246,069

2017 Contributions

$252,885

Historical Graphs

Total Assets Over Time

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

$3,246,069$1,623,035$0199920092017YearValue
$3,246,069Latest year 2017

Participants Over Time

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

66330199920092017YearValue
65Latest year 2017

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
2017165$3,246,069$252,885$3,891iApproximate average salary by contribution assumption: employee only about $97,263 at 4% or $64,842 at 6%; with 50% employer match about $64,842 at 4% or $43,228 at 6%; with 100% employer match about $48,632 at 4% or $32,421 at 6%.
Robert K. Wormald 401K Plan and Trust-65$3,246,069$252,885$3,891iApproximate average salary by contribution assumption: employee only about $97,263 at 4% or $64,842 at 6%; with 50% employer match about $64,842 at 4% or $43,228 at 6%; with 100% employer match about $48,632 at 4% or $32,421 at 6%.
2016159$2,620,652$317,474$5,381iApproximate average salary by contribution assumption: employee only about $134,523 at 4% or $89,682 at 6%; with 50% employer match about $89,682 at 4% or $59,788 at 6%; with 100% employer match about $67,261 at 4% or $44,841 at 6%.
Robert K. Wormald 401K Plan and Trust-59$2,620,652$317,474$5,381iApproximate average salary by contribution assumption: employee only about $134,523 at 4% or $89,682 at 6%; with 50% employer match about $89,682 at 4% or $59,788 at 6%; with 100% employer match about $67,261 at 4% or $44,841 at 6%.
2015154$2,554,394$447,392$8,285iApproximate average salary by contribution assumption: employee only about $207,126 at 4% or $138,084 at 6%; with 50% employer match about $138,084 at 4% or $92,056 at 6%; with 100% employer match about $103,563 at 4% or $69,042 at 6%.
Robert K. Wormald 401K Plan and Trust-54$2,554,394$447,392$8,285iApproximate average salary by contribution assumption: employee only about $207,126 at 4% or $138,084 at 6%; with 50% employer match about $138,084 at 4% or $92,056 at 6%; with 100% employer match about $103,563 at 4% or $69,042 at 6%.
2014143$2,301,989$168,852$3,927iApproximate average salary by contribution assumption: employee only about $98,170 at 4% or $65,447 at 6%; with 50% employer match about $65,447 at 4% or $43,631 at 6%; with 100% employer match about $49,085 at 4% or $32,723 at 6%.
Robert K. Wormald 401K Plan and Trust-43$2,301,989$168,852$3,927iApproximate average salary by contribution assumption: employee only about $98,170 at 4% or $65,447 at 6%; with 50% employer match about $65,447 at 4% or $43,631 at 6%; with 100% employer match about $49,085 at 4% or $32,723 at 6%.
2013138$2,044,378$143,971$3,789iApproximate average salary by contribution assumption: employee only about $94,718 at 4% or $63,145 at 6%; with 50% employer match about $63,145 at 4% or $42,097 at 6%; with 100% employer match about $47,359 at 4% or $31,573 at 6%.
Robert K. Wormald 401K Plan and Trust-38$2,044,378$143,971$3,789iApproximate average salary by contribution assumption: employee only about $94,718 at 4% or $63,145 at 6%; with 50% employer match about $63,145 at 4% or $42,097 at 6%; with 100% employer match about $47,359 at 4% or $31,573 at 6%.
2012136$1,674,684$121,981$3,388iApproximate average salary by contribution assumption: employee only about $84,709 at 4% or $56,473 at 6%; with 50% employer match about $56,473 at 4% or $37,648 at 6%; with 100% employer match about $42,355 at 4% or $28,236 at 6%.
Robert K. Wormald 401K Plan and Trust-36$1,674,684$121,981$3,388iApproximate average salary by contribution assumption: employee only about $84,709 at 4% or $56,473 at 6%; with 50% employer match about $56,473 at 4% or $37,648 at 6%; with 100% employer match about $42,355 at 4% or $28,236 at 6%.
2011138$1,544,517$116,841$3,075iApproximate average salary by contribution assumption: employee only about $76,869 at 4% or $51,246 at 6%; with 50% employer match about $51,246 at 4% or $34,164 at 6%; with 100% employer match about $38,435 at 4% or $25,623 at 6%.
Robert K. Wormald 401K Plan and Trust-38$1,544,517$116,841$3,075iApproximate average salary by contribution assumption: employee only about $76,869 at 4% or $51,246 at 6%; with 50% employer match about $51,246 at 4% or $34,164 at 6%; with 100% employer match about $38,435 at 4% or $25,623 at 6%.
2010141$1,560,724$115,197$2,810iApproximate average salary by contribution assumption: employee only about $70,242 at 4% or $46,828 at 6%; with 50% employer match about $46,828 at 4% or $31,219 at 6%; with 100% employer match about $35,121 at 4% or $23,414 at 6%.
Robert K. Wormald 401K Plan and Trust-41$1,560,724$115,197$2,810iApproximate average salary by contribution assumption: employee only about $70,242 at 4% or $46,828 at 6%; with 50% employer match about $46,828 at 4% or $31,219 at 6%; with 100% employer match about $35,121 at 4% or $23,414 at 6%.
2009144$1,310,307$106,690$2,425iApproximate average salary by contribution assumption: employee only about $60,619 at 4% or $40,413 at 6%; with 50% employer match about $40,413 at 4% or $26,942 at 6%; with 100% employer match about $30,310 at 4% or $20,206 at 6%.
Robert K. Wormald 401K Plan and Trust-44$1,310,307$106,690$2,425iApproximate average salary by contribution assumption: employee only about $60,619 at 4% or $40,413 at 6%; with 50% employer match about $40,413 at 4% or $26,942 at 6%; with 100% employer match about $30,310 at 4% or $20,206 at 6%.
2008147$1,069,649$222,741$4,739iApproximate average salary by contribution assumption: employee only about $118,479 at 4% or $78,986 at 6%; with 50% employer match about $78,986 at 4% or $52,657 at 6%; with 100% employer match about $59,240 at 4% or $39,493 at 6%.
Robert K. Wormald 401K Plan and Trust-47$1,069,649$222,741$4,739iApproximate average salary by contribution assumption: employee only about $118,479 at 4% or $78,986 at 6%; with 50% employer match about $78,986 at 4% or $52,657 at 6%; with 100% employer match about $59,240 at 4% or $39,493 at 6%.
2007166$1,333,021$288,845$4,376iApproximate average salary by contribution assumption: employee only about $109,411 at 4% or $72,941 at 6%; with 50% employer match about $72,941 at 4% or $48,627 at 6%; with 100% employer match about $54,705 at 4% or $36,470 at 6%.
Robert K. Wormald 401K Plan and Trust-66$1,333,021$288,845$4,376iApproximate average salary by contribution assumption: employee only about $109,411 at 4% or $72,941 at 6%; with 50% employer match about $72,941 at 4% or $48,627 at 6%; with 100% employer match about $54,705 at 4% or $36,470 at 6%.
2006155$1,110,636$204,621$3,720iApproximate average salary by contribution assumption: employee only about $93,010 at 4% or $62,006 at 6%; with 50% employer match about $62,006 at 4% or $41,338 at 6%; with 100% employer match about $46,505 at 4% or $31,003 at 6%.
Robert K. Wormald 401K Plan and Trust-55$1,110,636$204,621$3,720iApproximate average salary by contribution assumption: employee only about $93,010 at 4% or $62,006 at 6%; with 50% employer match about $62,006 at 4% or $41,338 at 6%; with 100% employer match about $46,505 at 4% or $31,003 at 6%.
2005150$808,490$188,727$3,775iApproximate average salary by contribution assumption: employee only about $94,364 at 4% or $62,909 at 6%; with 50% employer match about $62,909 at 4% or $41,939 at 6%; with 100% employer match about $47,182 at 4% or $31,455 at 6%.
Robert K. Wormald 401K Plan and Trust-50$808,490$188,727$3,775iApproximate average salary by contribution assumption: employee only about $94,364 at 4% or $62,909 at 6%; with 50% employer match about $62,909 at 4% or $41,939 at 6%; with 100% employer match about $47,182 at 4% or $31,455 at 6%.
2003128$453,462$75,165$2,684iApproximate average salary by contribution assumption: employee only about $67,112 at 4% or $44,741 at 6%; with 50% employer match about $44,741 at 4% or $29,827 at 6%; with 100% employer match about $33,556 at 4% or $22,371 at 6%.
Robert K. Wormald 401K Plan and Trust-28$453,462$75,165$2,684iApproximate average salary by contribution assumption: employee only about $67,112 at 4% or $44,741 at 6%; with 50% employer match about $44,741 at 4% or $29,827 at 6%; with 100% employer match about $33,556 at 4% or $22,371 at 6%.
2002133$321,569$81,956$2,484iApproximate average salary by contribution assumption: employee only about $62,088 at 4% or $41,392 at 6%; with 50% employer match about $41,392 at 4% or $27,595 at 6%; with 100% employer match about $31,044 at 4% or $20,696 at 6%.
Robert K. Wormald 401K Plan and Trust-33$321,569$81,956$2,484iApproximate average salary by contribution assumption: employee only about $62,088 at 4% or $41,392 at 6%; with 50% employer match about $41,392 at 4% or $27,595 at 6%; with 100% employer match about $31,044 at 4% or $20,696 at 6%.
2001129$299,451$74,056$2,554iApproximate average salary by contribution assumption: employee only about $63,841 at 4% or $42,561 at 6%; with 50% employer match about $42,561 at 4% or $28,374 at 6%; with 100% employer match about $31,921 at 4% or $21,280 at 6%.
Robert K. Wormald 401K Plan and Trust-29$299,451$74,056$2,554iApproximate average salary by contribution assumption: employee only about $63,841 at 4% or $42,561 at 6%; with 50% employer match about $42,561 at 4% or $28,374 at 6%; with 100% employer match about $31,921 at 4% or $21,280 at 6%.
2000134$389,388$75,031$2,207iApproximate average salary by contribution assumption: employee only about $55,170 at 4% or $36,780 at 6%; with 50% employer match about $36,780 at 4% or $24,520 at 6%; with 100% employer match about $27,585 at 4% or $18,390 at 6%.
Robert K. Wormald 401K Plan and Trust-34$389,388$75,031$2,207iApproximate average salary by contribution assumption: employee only about $55,170 at 4% or $36,780 at 6%; with 50% employer match about $36,780 at 4% or $24,520 at 6%; with 100% employer match about $27,585 at 4% or $18,390 at 6%.
1999124$415,073$81,083$3,378iApproximate average salary by contribution assumption: employee only about $84,461 at 4% or $56,308 at 6%; with 50% employer match about $56,308 at 4% or $37,538 at 6%; with 100% employer match about $42,231 at 4% or $28,154 at 6%.
Robert K. Wormald 401K Plan and Trust-24$415,073$81,083$3,378iApproximate average salary by contribution assumption: employee only about $84,461 at 4% or $56,308 at 6%; with 50% employer match about $56,308 at 4% or $37,538 at 6%; with 100% employer match about $42,231 at 4% or $28,154 at 6%.