Civic Intelligence

Worth Higgins & Associates Inc.

Plan context: Wha Plan for Living 401K Plan and Trust

EIN 54-0880197 • 69 filings • 9 plans

Current Snapshot

Latest Year

2024

2024 Participants

169

2024 Assets

$20,959,488

2024 Contributions

$2,634,663

Historical Graphs

Total Assets Over Time

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

$20,959,488$10,479,744$0199920132024YearValue
$20,959,488Latest year 2024

Participants Over Time

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

196980199920122024YearValue
169Latest 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
20243169$20,959,488$2,634,663$15,590iApproximate average salary by contribution assumption: employee only about $389,743 at 4% or $259,829 at 6%; with 50% employer match about $259,829 at 4% or $173,219 at 6%; with 100% employer match about $194,872 at 4% or $129,914 at 6%.
Wha Plan for Living 401K Plan and Trust-153$15,955,412$2,224,777$14,541iApproximate average salary by contribution assumption: employee only about $363,526 at 4% or $242,350 at 6%; with 50% employer match about $242,350 at 4% or $161,567 at 6%; with 100% employer match about $181,763 at 4% or $121,175 at 6%.
Worth Higgins & Associates Inc. Employee Stock Ownership Plan-137$5,004,076$409,886$2,992iApproximate average salary by contribution assumption: employee only about $74,797 at 4% or $49,864 at 6%; with 50% employer match about $49,864 at 4% or $33,243 at 6%; with 100% employer match about $37,398 at 4% or $24,932 at 6%.
Worth Higgins Associates Inc. Welfare Benefit Plan-169---
20233193$19,502,324$1,638,969$8,492iApproximate average salary by contribution assumption: employee only about $212,302 at 4% or $141,534 at 6%; with 50% employer match about $141,534 at 4% or $94,356 at 6%; with 100% employer match about $106,151 at 4% or $70,767 at 6%.
Wha Plan for Living 401K Plan and Trust-163$14,354,081$1,279,386$7,849iApproximate average salary by contribution assumption: employee only about $196,225 at 4% or $130,817 at 6%; with 50% employer match about $130,817 at 4% or $87,211 at 6%; with 100% employer match about $98,112 at 4% or $65,408 at 6%.
Worth Higgins & Associates Inc. Employee Stock Ownership Plan-157$5,148,243$359,583$2,290iApproximate average salary by contribution assumption: employee only about $57,258 at 4% or $38,172 at 6%; with 50% employer match about $38,172 at 4% or $25,448 at 6%; with 100% employer match about $28,629 at 4% or $19,086 at 6%.
Worth Higgins Associates Inc. Welfare Benefit Plan-193---
20223188$17,006,851$1,267,406$6,742iApproximate average salary by contribution assumption: employee only about $168,538 at 4% or $112,359 at 6%; with 50% employer match about $112,359 at 4% or $74,906 at 6%; with 100% employer match about $84,269 at 4% or $56,179 at 6%.
Wha Plan for Living 401K Plan and Trust-173$11,836,082$881,735$5,097iApproximate average salary by contribution assumption: employee only about $127,418 at 4% or $84,946 at 6%; with 50% employer match about $84,946 at 4% or $56,630 at 6%; with 100% employer match about $63,709 at 4% or $42,473 at 6%.
Worth Higgins & Associates Inc. Employee Stock Ownership Plan-152$5,170,769$385,671$2,537iApproximate average salary by contribution assumption: employee only about $63,433 at 4% or $42,288 at 6%; with 50% employer match about $42,288 at 4% or $28,192 at 6%; with 100% employer match about $31,716 at 4% or $21,144 at 6%.
Worth Higgins Associates Inc. Welfare Benefit Plan-188---
20213192$20,804,627$1,469,300$7,653iApproximate average salary by contribution assumption: employee only about $191,315 at 4% or $127,543 at 6%; with 50% employer match about $127,543 at 4% or $85,029 at 6%; with 100% employer match about $95,658 at 4% or $63,772 at 6%.
Wha Plan for Living 401K Plan and Trust-179$16,013,759$1,136,385$6,349iApproximate average salary by contribution assumption: employee only about $158,713 at 4% or $105,809 at 6%; with 50% employer match about $105,809 at 4% or $70,539 at 6%; with 100% employer match about $79,356 at 4% or $52,904 at 6%.
Worth Higgins & Associates Inc. Employee Stock Ownership Plan-146$4,790,868$332,915$2,280iApproximate average salary by contribution assumption: employee only about $57,006 at 4% or $38,004 at 6%; with 50% employer match about $38,004 at 4% or $25,336 at 6%; with 100% employer match about $28,503 at 4% or $19,002 at 6%.
Worth Higgins Associates Inc. Welfare Benefit Plan-192---
20203190$18,374,275$1,032,101$5,432iApproximate average salary by contribution assumption: employee only about $135,803 at 4% or $90,535 at 6%; with 50% employer match about $90,535 at 4% or $60,357 at 6%; with 100% employer match about $67,901 at 4% or $45,268 at 6%.
Wha Plan for Living 401K Plan and Trust-171$13,969,325$1,032,101$6,036iApproximate average salary by contribution assumption: employee only about $150,892 at 4% or $100,595 at 6%; with 50% employer match about $100,595 at 4% or $67,063 at 6%; with 100% employer match about $75,446 at 4% or $50,297 at 6%.
Worth Higgins & Associates Inc. Employee Stock Ownership Plan-158$4,404,950--
Worth Higgins Associates Inc. Welfare Benefit Plan-190---
20193185$16,663,096$599,363$3,240iApproximate average salary by contribution assumption: employee only about $80,995 at 4% or $53,997 at 6%; with 50% employer match about $53,997 at 4% or $35,998 at 6%; with 100% employer match about $40,498 at 4% or $26,998 at 6%.
Wha Plan for Living 401K Plan and Trust-185$11,308,210$599,363$3,240iApproximate average salary by contribution assumption: employee only about $80,995 at 4% or $53,997 at 6%; with 50% employer match about $53,997 at 4% or $35,998 at 6%; with 100% employer match about $40,498 at 4% or $26,998 at 6%.
Worth Higgins & Associates Inc. Employee Stock Ownership Plan-161$5,354,886--
Worth Higgins Associates Inc. Welfare Benefit Plan-180---
20183190$14,741,977$816,022$4,295iApproximate average salary by contribution assumption: employee only about $107,371 at 4% or $71,581 at 6%; with 50% employer match about $71,581 at 4% or $47,721 at 6%; with 100% employer match about $53,686 at 4% or $35,790 at 6%.
Wha Plan for Living 401K Plan and Trust-190$9,321,134$816,022$4,295iApproximate average salary by contribution assumption: employee only about $107,371 at 4% or $71,581 at 6%; with 50% employer match about $71,581 at 4% or $47,721 at 6%; with 100% employer match about $53,686 at 4% or $35,790 at 6%.
Worth Higgins & Associates Inc. Employee Stock Ownership Plan-160$5,420,843--
Worth Higgins Associates Inc. Welfare Benefit Plan-177---
20173196$16,116,951$491,596$2,508iApproximate average salary by contribution assumption: employee only about $62,704 at 4% or $41,802 at 6%; with 50% employer match about $41,802 at 4% or $27,868 at 6%; with 100% employer match about $31,352 at 4% or $20,901 at 6%.
Wha Plan for Living 401K Plan and Trust-196$10,288,990$491,596$2,508iApproximate average salary by contribution assumption: employee only about $62,704 at 4% or $41,802 at 6%; with 50% employer match about $41,802 at 4% or $27,868 at 6%; with 100% employer match about $31,352 at 4% or $20,901 at 6%.
Worth Higgins & Associates Inc. Employee Stock Ownership Plan-149$5,827,961--
Worth Higgins Associates Inc. Welfare Benefit Plan-169---
20163175$14,088,853$486,759$2,781iApproximate average salary by contribution assumption: employee only about $69,537 at 4% or $46,358 at 6%; with 50% employer match about $46,358 at 4% or $30,905 at 6%; with 100% employer match about $34,769 at 4% or $23,179 at 6%.
Wha Plan for Living 401K Plan and Trust-175$8,526,008$486,759$2,781iApproximate average salary by contribution assumption: employee only about $69,537 at 4% or $46,358 at 6%; with 50% employer match about $46,358 at 4% or $30,905 at 6%; with 100% employer match about $34,769 at 4% or $23,179 at 6%.
Worth Higgins & Associates Inc. Employee Stock Ownership Plan-160$5,562,845--
Worth Higgins Associates Inc. Welfare Benefit Plan-159---
20153159$13,583,029$508,870$3,200iApproximate average salary by contribution assumption: employee only about $80,011 at 4% or $53,341 at 6%; with 50% employer match about $53,341 at 4% or $35,560 at 6%; with 100% employer match about $40,006 at 4% or $26,670 at 6%.
Wha Plan for Living 401K Plan and Trust-154$7,793,063$508,843$3,304iApproximate average salary by contribution assumption: employee only about $82,604 at 4% or $55,070 at 6%; with 50% employer match about $55,070 at 4% or $36,713 at 6%; with 100% employer match about $41,302 at 4% or $27,535 at 6%.
Worth Higgins & Associates Inc. Employee Stock Ownership Plan-147$5,789,966$27$0iApproximate average salary by contribution assumption: employee only about $5 at 4% or $3 at 6%; with 50% employer match about $3 at 4% or $2 at 6%; with 100% employer match about $2 at 4% or $2 at 6%.
Worth Higgins Associates Inc. Welfare Benefit Plan-159---
20143161$14,093,007$424,971$2,640iApproximate average salary by contribution assumption: employee only about $65,989 at 4% or $43,993 at 6%; with 50% employer match about $43,993 at 4% or $29,329 at 6%; with 100% employer match about $32,995 at 4% or $21,996 at 6%.
Wha Plan for Living 401K Plan and Trust-161$8,551,956$424,971$2,640iApproximate average salary by contribution assumption: employee only about $65,989 at 4% or $43,993 at 6%; with 50% employer match about $43,993 at 4% or $29,329 at 6%; with 100% employer match about $32,995 at 4% or $21,996 at 6%.
Worth Higgins & Associates Inc. Employee Stock Ownership Plan-145$5,541,051--
Worth Higgins Associates Inc. Welfare Benefit Plan-155---
20133157$13,912,681$600,917$3,827iApproximate average salary by contribution assumption: employee only about $95,687 at 4% or $63,792 at 6%; with 50% employer match about $63,792 at 4% or $42,528 at 6%; with 100% employer match about $47,844 at 4% or $31,896 at 6%.
Wha Plan for Living 401K Plan and Trust-157$8,337,651$486,795$3,101iApproximate average salary by contribution assumption: employee only about $77,515 at 4% or $51,677 at 6%; with 50% employer match about $51,677 at 4% or $34,451 at 6%; with 100% employer match about $38,758 at 4% or $25,838 at 6%.
Worth Higgins & Associates Inc. Employee Stock Ownership Plan-139$5,575,030$114,122$821iApproximate average salary by contribution assumption: employee only about $20,526 at 4% or $13,684 at 6%; with 50% employer match about $13,684 at 4% or $9,122 at 6%; with 100% employer match about $10,263 at 4% or $6,842 at 6%.
Worth Higgins Associates Inc. Welfare Benefit Plan-145---
20123161$12,442,972$593,879$3,689iApproximate average salary by contribution assumption: employee only about $92,217 at 4% or $61,478 at 6%; with 50% employer match about $61,478 at 4% or $40,985 at 6%; with 100% employer match about $46,109 at 4% or $30,739 at 6%.
Wha Plan for Living 401K Plan and Trust-161$6,886,804$488,145$3,032iApproximate average salary by contribution assumption: employee only about $75,799 at 4% or $50,533 at 6%; with 50% employer match about $50,533 at 4% or $33,688 at 6%; with 100% employer match about $37,899 at 4% or $25,266 at 6%.
Worth Higgins & Associates Inc. Employee Stock Ownership Plan-143$5,556,168$105,734$739iApproximate average salary by contribution assumption: employee only about $18,485 at 4% or $12,323 at 6%; with 50% employer match about $12,323 at 4% or $8,216 at 6%; with 100% employer match about $9,242 at 4% or $6,162 at 6%.
Worth Higgins Associates Inc. Welfare Benefit Plan-136---
20113158$11,558,247$566,341$3,584iApproximate average salary by contribution assumption: employee only about $89,611 at 4% or $59,741 at 6%; with 50% employer match about $59,741 at 4% or $39,827 at 6%; with 100% employer match about $44,805 at 4% or $29,870 at 6%.
Wha Plan for Living 401K Plan and Trust-158$6,144,732$511,210$3,236iApproximate average salary by contribution assumption: employee only about $80,888 at 4% or $53,925 at 6%; with 50% employer match about $53,925 at 4% or $35,950 at 6%; with 100% employer match about $40,444 at 4% or $26,963 at 6%.
Worth Higgins & Associates Inc. Employee Stock Ownership Plan-152$5,413,515$55,131$363iApproximate average salary by contribution assumption: employee only about $9,068 at 4% or $6,045 at 6%; with 50% employer match about $6,045 at 4% or $4,030 at 6%; with 100% employer match about $4,534 at 4% or $3,023 at 6%.
Worth Higgins Associates Inc. Welfare Benefit Plan-149---
20103138$12,247,677$965,213$6,994iApproximate average salary by contribution assumption: employee only about $174,857 at 4% or $116,572 at 6%; with 50% employer match about $116,572 at 4% or $77,714 at 6%; with 100% employer match about $87,429 at 4% or $58,286 at 6%.
Worth Higgins & Associates Inc. Employee Stock Ownership Plan-135$6,329,110$521,062$3,860iApproximate average salary by contribution assumption: employee only about $96,493 at 4% or $64,329 at 6%; with 50% employer match about $64,329 at 4% or $42,886 at 6%; with 100% employer match about $48,246 at 4% or $32,164 at 6%.
Wha Plan for Living 401K Plan and Trust-138$5,918,567$444,151$3,218iApproximate average salary by contribution assumption: employee only about $80,462 at 4% or $53,641 at 6%; with 50% employer match about $53,641 at 4% or $35,761 at 6%; with 100% employer match about $40,231 at 4% or $26,821 at 6%.
Worth Higgins Associates Inc. Welfare Benefit Plan-135---
20093133$10,789,791$1,023,529$7,696iApproximate average salary by contribution assumption: employee only about $192,393 at 4% or $128,262 at 6%; with 50% employer match about $128,262 at 4% or $85,508 at 6%; with 100% employer match about $96,196 at 4% or $64,131 at 6%.
Wha Plan for Living 401K Plan and Trust-121$5,660,469$545,013$4,504iApproximate average salary by contribution assumption: employee only about $112,606 at 4% or $75,071 at 6%; with 50% employer match about $75,071 at 4% or $50,047 at 6%; with 100% employer match about $56,303 at 4% or $37,535 at 6%.
Wha Plan for Living 401K Plan and Trust-125$5,129,322$478,516$3,828iApproximate average salary by contribution assumption: employee only about $95,703 at 4% or $63,802 at 6%; with 50% employer match about $63,802 at 4% or $42,535 at 6%; with 100% employer match about $47,852 at 4% or $31,901 at 6%.
Worth Higgins Associates Inc. Welfare Benefit Plan-133---
20082154$11,807,488$1,319,135$8,566iApproximate average salary by contribution assumption: employee only about $214,145 at 4% or $142,764 at 6%; with 50% employer match about $142,764 at 4% or $95,176 at 6%; with 100% employer match about $107,073 at 4% or $71,382 at 6%.
Wha Plan for Living 401K Plan and Trust-132$7,778,180$544,078$4,122iApproximate average salary by contribution assumption: employee only about $103,045 at 4% or $68,697 at 6%; with 50% employer match about $68,697 at 4% or $45,798 at 6%; with 100% employer match about $51,523 at 4% or $34,348 at 6%.
Wha Plan for Living 401K Plan and Trust-154$4,029,308$775,057$5,033iApproximate average salary by contribution assumption: employee only about $125,821 at 4% or $83,881 at 6%; with 50% employer match about $83,881 at 4% or $55,920 at 6%; with 100% employer match about $62,910 at 4% or $41,940 at 6%.
20073150$12,892,756$1,166,742$7,778iApproximate average salary by contribution assumption: employee only about $194,457 at 4% or $129,638 at 6%; with 50% employer match about $129,638 at 4% or $86,425 at 6%; with 100% employer match about $97,229 at 4% or $64,819 at 6%.
Wha Plan for Living 401K Plan and Trust-129$7,422,394$593,067$4,597iApproximate average salary by contribution assumption: employee only about $114,935 at 4% or $76,624 at 6%; with 50% employer match about $76,624 at 4% or $51,082 at 6%; with 100% employer match about $57,468 at 4% or $38,312 at 6%.
Wha Plan for Living 401K Plan and Trust-150$5,470,362$573,675$3,825iApproximate average salary by contribution assumption: employee only about $95,613 at 4% or $63,742 at 6%; with 50% employer match about $63,742 at 4% or $42,494 at 6%; with 100% employer match about $47,806 at 4% or $31,871 at 6%.
Worth Higgins Associates Inc. Welfare Benefit Plan-130---
20062119$12,477,619$1,103,988$9,277iApproximate average salary by contribution assumption: employee only about $231,930 at 4% or $154,620 at 6%; with 50% employer match about $154,620 at 4% or $103,080 at 6%; with 100% employer match about $115,965 at 4% or $77,310 at 6%.
Wha Plan for Living 401K Plan and Trust-119$6,747,405$669,435$5,626iApproximate average salary by contribution assumption: employee only about $140,638 at 4% or $93,758 at 6%; with 50% employer match about $93,758 at 4% or $62,506 at 6%; with 100% employer match about $70,319 at 4% or $46,879 at 6%.
Wha Plan for Living 401K Plan and Trust-117$5,730,214$434,553$3,714iApproximate average salary by contribution assumption: employee only about $92,853 at 4% or $61,902 at 6%; with 50% employer match about $61,902 at 4% or $41,268 at 6%; with 100% employer match about $46,427 at 4% or $30,951 at 6%.
20052109$9,996,825$1,037,635$9,520iApproximate average salary by contribution assumption: employee only about $237,990 at 4% or $158,660 at 6%; with 50% employer match about $158,660 at 4% or $105,773 at 6%; with 100% employer match about $118,995 at 4% or $79,330 at 6%.
Wha Plan for Living 401K Plan and Trust-109$5,414,199$650,497$5,968iApproximate average salary by contribution assumption: employee only about $149,197 at 4% or $99,464 at 6%; with 50% employer match about $99,464 at 4% or $66,310 at 6%; with 100% employer match about $74,598 at 4% or $49,732 at 6%.
Wha Plan for Living 401K Plan and Trust-108$4,582,626$387,138$3,585iApproximate average salary by contribution assumption: employee only about $89,615 at 4% or $59,744 at 6%; with 50% employer match about $59,744 at 4% or $39,829 at 6%; with 100% employer match about $44,808 at 4% or $29,872 at 6%.
20042100$9,513,187$868,487$8,685iApproximate average salary by contribution assumption: employee only about $217,122 at 4% or $144,748 at 6%; with 50% employer match about $144,748 at 4% or $96,499 at 6%; with 100% employer match about $108,561 at 4% or $72,374 at 6%.
Wha Plan for Living 401K Plan and Trust-99$5,593,424$694,083$7,011iApproximate average salary by contribution assumption: employee only about $175,273 at 4% or $116,849 at 6%; with 50% employer match about $116,849 at 4% or $77,899 at 6%; with 100% employer match about $87,637 at 4% or $58,424 at 6%.
Wha Plan for Living 401K Plan and Trust-100$3,919,763$174,404$1,744iApproximate average salary by contribution assumption: employee only about $43,601 at 4% or $29,067 at 6%; with 50% employer match about $29,067 at 4% or $19,378 at 6%; with 100% employer match about $21,801 at 4% or $14,534 at 6%.
2003296$0$0-
Wha Plan for Living 401K Plan and Trust-95---
Wha Plan for Living 401K Plan and Trust-96---
2002287$0$0-
Wha Plan for Living 401K Plan and Trust-87---
Wha Plan for Living 401K Plan and Trust-86---
2001278$0$0-
Worth Higgins & Associates Inc. Employee Stock Ownership Plan-78---
Wha Plan for Living 401K Plan and Trust-77---
2000282$1,217,369$251,772$3,070iApproximate average salary by contribution assumption: employee only about $76,760 at 4% or $51,173 at 6%; with 50% employer match about $51,173 at 4% or $34,115 at 6%; with 100% employer match about $38,380 at 4% or $25,587 at 6%.
Worth Higgins & Associates Inc. Employee Stock Ownership Plan-74$1,217,369$251,772$3,402iApproximate average salary by contribution assumption: employee only about $85,058 at 4% or $56,705 at 6%; with 50% employer match about $56,705 at 4% or $37,804 at 6%; with 100% employer match about $42,529 at 4% or $28,353 at 6%.
Wha Plan for Living 401K Plan and Trust-82---
1999267$3,519,314$351,512$5,246iApproximate average salary by contribution assumption: employee only about $131,161 at 4% or $87,441 at 6%; with 50% employer match about $87,441 at 4% or $58,294 at 6%; with 100% employer match about $65,581 at 4% or $43,720 at 6%.
Wha Plan for Living 401K Plan and Trust-67$2,661,562$199,176$2,973iApproximate average salary by contribution assumption: employee only about $74,319 at 4% or $49,546 at 6%; with 50% employer match about $49,546 at 4% or $33,031 at 6%; with 100% employer match about $37,160 at 4% or $24,773 at 6%.
Worth Higgins & Associates Inc. Employee Stock Ownership Plan-67$857,752$152,336$2,274iApproximate average salary by contribution assumption: employee only about $56,842 at 4% or $37,895 at 6%; with 50% employer match about $37,895 at 4% or $25,263 at 6%; with 100% employer match about $28,421 at 4% or $18,947 at 6%.