Civic Intelligence

R. Ward & Associates, Inc.

Plan context: R. Ward & Associates Inc. 401(K) Profit Sharing Plan

EIN 58-2647597 • Ozark, MO • 30 filings • 4 plans

811 E Sunset RdOzark, MO 65721
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$2,864,562

2024 Contributions

$61,471

Historical Graphs

Total Assets Over Time

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

$4,207,696$2,103,848$0200320142023YearValue
$2,864,562Latest year 2023

Participants Over Time

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

1470200320132023YearValue
13Latest year 2023

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
202420$0$61,471-
R. Ward & Associates Inc. 401(K) Profit Sharing Plan-0$0$61,471-
R. Ward & Associates Inc. Cash Balance Plan-0---
2023213$2,864,562$476,706$36,670iApproximate average salary by contribution assumption: employee only about $916,742 at 4% or $611,162 at 6%; with 50% employer match about $611,162 at 4% or $407,441 at 6%; with 100% employer match about $458,371 at 4% or $305,581 at 6%.
R. Ward & Associates Inc. 401(K) Profit Sharing Plan-13$1,873,023$306,706$23,593iApproximate average salary by contribution assumption: employee only about $589,819 at 4% or $393,213 at 6%; with 50% employer match about $393,213 at 4% or $262,142 at 6%; with 100% employer match about $294,910 at 4% or $196,606 at 6%.
R. Ward & Associates Inc. Cash Balance Plan-7$991,539$170,000$24,286iApproximate average salary by contribution assumption: employee only about $607,143 at 4% or $404,762 at 6%; with 50% employer match about $404,762 at 4% or $269,841 at 6%; with 100% employer match about $303,571 at 4% or $202,381 at 6%.
2022213$3,423,298$481,827$37,064iApproximate average salary by contribution assumption: employee only about $926,590 at 4% or $617,727 at 6%; with 50% employer match about $617,727 at 4% or $411,818 at 6%; with 100% employer match about $463,295 at 4% or $308,863 at 6%.
R. Ward & Associates Inc. 401(K) Profit Sharing Plan-13$2,667,066$281,827$21,679iApproximate average salary by contribution assumption: employee only about $541,975 at 4% or $361,317 at 6%; with 50% employer match about $361,317 at 4% or $240,878 at 6%; with 100% employer match about $270,988 at 4% or $180,658 at 6%.
R. Ward & Associates Inc. Cash Balance Plan-8$756,232$200,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
2021213$4,207,696$357,531$27,502iApproximate average salary by contribution assumption: employee only about $687,560 at 4% or $458,373 at 6%; with 50% employer match about $458,373 at 4% or $305,582 at 6%; with 100% employer match about $343,780 at 4% or $229,187 at 6%.
R. Ward & Associates Inc. 401(K) Profit Sharing Plan-13$3,578,476$270,509$20,808iApproximate average salary by contribution assumption: employee only about $520,210 at 4% or $346,806 at 6%; with 50% employer match about $346,806 at 4% or $231,204 at 6%; with 100% employer match about $260,105 at 4% or $173,403 at 6%.
R. Ward & Associates Inc. Cash Balance Plan-8$629,220$87,022$10,878iApproximate average salary by contribution assumption: employee only about $271,944 at 4% or $181,296 at 6%; with 50% employer match about $181,296 at 4% or $120,864 at 6%; with 100% employer match about $135,972 at 4% or $90,648 at 6%.
2020213$3,622,214$423,210$32,555iApproximate average salary by contribution assumption: employee only about $813,865 at 4% or $542,577 at 6%; with 50% employer match about $542,577 at 4% or $361,718 at 6%; with 100% employer match about $406,933 at 4% or $271,288 at 6%.
R. Ward & Associates Inc. 401(K) Profit Sharing Plan-13$3,129,020$286,506$22,039iApproximate average salary by contribution assumption: employee only about $550,973 at 4% or $367,315 at 6%; with 50% employer match about $367,315 at 4% or $244,877 at 6%; with 100% employer match about $275,487 at 4% or $183,658 at 6%.
R. Ward & Associates Inc. Cash Balance Plan-8$493,194$136,704$17,088iApproximate average salary by contribution assumption: employee only about $427,200 at 4% or $284,800 at 6%; with 50% employer match about $284,800 at 4% or $189,867 at 6%; with 100% employer match about $213,600 at 4% or $142,400 at 6%.
2019210$3,012,656$230,304$23,030iApproximate average salary by contribution assumption: employee only about $575,760 at 4% or $383,840 at 6%; with 50% employer match about $383,840 at 4% or $255,893 at 6%; with 100% employer match about $287,880 at 4% or $191,920 at 6%.
R. Ward & Associates Inc. 401(K) Profit Sharing Plan-10$2,685,971$160,647$16,065iApproximate average salary by contribution assumption: employee only about $401,618 at 4% or $267,745 at 6%; with 50% employer match about $267,745 at 4% or $178,497 at 6%; with 100% employer match about $200,809 at 4% or $133,873 at 6%.
R. Ward & Associates Inc. Cash Balance Plan-5$326,685$69,657$13,931iApproximate average salary by contribution assumption: employee only about $348,285 at 4% or $232,190 at 6%; with 50% employer match about $232,190 at 4% or $154,793 at 6%; with 100% employer match about $174,143 at 4% or $116,095 at 6%.
2018210$2,463,816$291,645$29,165iApproximate average salary by contribution assumption: employee only about $729,113 at 4% or $486,075 at 6%; with 50% employer match about $486,075 at 4% or $324,050 at 6%; with 100% employer match about $364,556 at 4% or $243,038 at 6%.
R. Ward & Associates Inc. 401(K) Profit Sharing Plan-10$2,235,151$163,734$16,373iApproximate average salary by contribution assumption: employee only about $409,335 at 4% or $272,890 at 6%; with 50% employer match about $272,890 at 4% or $181,927 at 6%; with 100% employer match about $204,668 at 4% or $136,445 at 6%.
R. Ward & Associates Inc. Cash Balance Plan-5$228,665$127,911$25,582iApproximate average salary by contribution assumption: employee only about $639,555 at 4% or $426,370 at 6%; with 50% employer match about $426,370 at 4% or $284,247 at 6%; with 100% employer match about $319,778 at 4% or $213,185 at 6%.
2017211$2,263,449$258,420$23,493iApproximate average salary by contribution assumption: employee only about $587,318 at 4% or $391,545 at 6%; with 50% employer match about $391,545 at 4% or $261,030 at 6%; with 100% employer match about $293,659 at 4% or $195,773 at 6%.
R. Ward & Associates Inc. 401(K) Profit Sharing Plan-11$2,153,449$148,420$13,493iApproximate average salary by contribution assumption: employee only about $337,318 at 4% or $224,879 at 6%; with 50% employer match about $224,879 at 4% or $149,919 at 6%; with 100% employer match about $168,659 at 4% or $112,439 at 6%.
R. Ward & Associates Inc. Cash Balance Plan-5$110,000$110,000$22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%.
2016110$1,837,275$135,034$13,503iApproximate average salary by contribution assumption: employee only about $337,585 at 4% or $225,057 at 6%; with 50% employer match about $225,057 at 4% or $150,038 at 6%; with 100% employer match about $168,793 at 4% or $112,528 at 6%.
R. Ward & Associates Inc. 401(K) Profit Sharing Plan-10$1,837,275$135,034$13,503iApproximate average salary by contribution assumption: employee only about $337,585 at 4% or $225,057 at 6%; with 50% employer match about $225,057 at 4% or $150,038 at 6%; with 100% employer match about $168,793 at 4% or $112,528 at 6%.
201519$1,611,538$139,828$15,536iApproximate average salary by contribution assumption: employee only about $388,411 at 4% or $258,941 at 6%; with 50% employer match about $258,941 at 4% or $172,627 at 6%; with 100% employer match about $194,206 at 4% or $129,470 at 6%.
R. Ward & Associates Inc. 401(K) Profit Sharing Plan-9$1,611,538$139,828$15,536iApproximate average salary by contribution assumption: employee only about $388,411 at 4% or $258,941 at 6%; with 50% employer match about $258,941 at 4% or $172,627 at 6%; with 100% employer match about $194,206 at 4% or $129,470 at 6%.
201419$1,500,920$131,441$14,605iApproximate average salary by contribution assumption: employee only about $365,114 at 4% or $243,409 at 6%; with 50% employer match about $243,409 at 4% or $162,273 at 6%; with 100% employer match about $182,557 at 4% or $121,705 at 6%.
R. Ward & Associates Inc. 401(K) Profit Sharing Plan-9$1,500,920$131,441$14,605iApproximate average salary by contribution assumption: employee only about $365,114 at 4% or $243,409 at 6%; with 50% employer match about $243,409 at 4% or $162,273 at 6%; with 100% employer match about $182,557 at 4% or $121,705 at 6%.
2013110$1,455,390$76,026$7,603iApproximate average salary by contribution assumption: employee only about $190,065 at 4% or $126,710 at 6%; with 50% employer match about $126,710 at 4% or $84,473 at 6%; with 100% employer match about $95,033 at 4% or $63,355 at 6%.
R. Ward & Associates Inc. 401(K) Profit Sharing Plan-10$1,455,390$76,026$7,603iApproximate average salary by contribution assumption: employee only about $190,065 at 4% or $126,710 at 6%; with 50% employer match about $126,710 at 4% or $84,473 at 6%; with 100% employer match about $95,033 at 4% or $63,355 at 6%.
2012110$1,187,755$144,125$14,413iApproximate average salary by contribution assumption: employee only about $360,313 at 4% or $240,208 at 6%; with 50% employer match about $240,208 at 4% or $160,139 at 6%; with 100% employer match about $180,156 at 4% or $120,104 at 6%.
R. Ward & Associates Inc. 401(K) Profit Sharing Plan-10$1,187,755$144,125$14,413iApproximate average salary by contribution assumption: employee only about $360,313 at 4% or $240,208 at 6%; with 50% employer match about $240,208 at 4% or $160,139 at 6%; with 100% employer match about $180,156 at 4% or $120,104 at 6%.
2011110$910,776$133,583$13,358iApproximate average salary by contribution assumption: employee only about $333,958 at 4% or $222,638 at 6%; with 50% employer match about $222,638 at 4% or $148,426 at 6%; with 100% employer match about $166,979 at 4% or $111,319 at 6%.
R. Ward & Associates Inc. 401(K) Profit Sharing Plan-10$910,776$133,583$13,358iApproximate average salary by contribution assumption: employee only about $333,958 at 4% or $222,638 at 6%; with 50% employer match about $222,638 at 4% or $148,426 at 6%; with 100% employer match about $166,979 at 4% or $111,319 at 6%.
2010110$809,477$144,838$14,484iApproximate average salary by contribution assumption: employee only about $362,095 at 4% or $241,397 at 6%; with 50% employer match about $241,397 at 4% or $160,931 at 6%; with 100% employer match about $181,048 at 4% or $120,698 at 6%.
R. Ward & Associates Inc. 401(K) Profit Sharing Plan-10$809,477$144,838$14,484iApproximate average salary by contribution assumption: employee only about $362,095 at 4% or $241,397 at 6%; with 50% employer match about $241,397 at 4% or $160,931 at 6%; with 100% employer match about $181,048 at 4% or $120,698 at 6%.
200918$585,654$156,292$19,537iApproximate average salary by contribution assumption: employee only about $488,413 at 4% or $325,608 at 6%; with 50% employer match about $325,608 at 4% or $217,072 at 6%; with 100% employer match about $244,206 at 4% or $162,804 at 6%.
R. Ward & Associates Inc. 401(K) Profit Sharing Plan-8$585,654$156,292$19,537iApproximate average salary by contribution assumption: employee only about $488,413 at 4% or $325,608 at 6%; with 50% employer match about $325,608 at 4% or $217,072 at 6%; with 100% employer match about $244,206 at 4% or $162,804 at 6%.
2008112$658,386$97,377$8,115iApproximate average salary by contribution assumption: employee only about $202,869 at 4% or $135,246 at 6%; with 50% employer match about $135,246 at 4% or $90,164 at 6%; with 100% employer match about $101,434 at 4% or $67,623 at 6%.
R. Ward & Associates Inc. 401(K) Profit Sharing Plan-12$658,386$97,377$8,115iApproximate average salary by contribution assumption: employee only about $202,869 at 4% or $135,246 at 6%; with 50% employer match about $135,246 at 4% or $90,164 at 6%; with 100% employer match about $101,434 at 4% or $67,623 at 6%.
2007114$0$0-
R. Ward & Associates Inc. 401(K) Profit Sharing Plan-14---
200619$576,092$213,456$23,717iApproximate average salary by contribution assumption: employee only about $592,933 at 4% or $395,289 at 6%; with 50% employer match about $395,289 at 4% or $263,526 at 6%; with 100% employer match about $296,467 at 4% or $197,644 at 6%.
R. Ward & Associates Inc. 401(K) Profit Sharing Plan-9$576,092$213,456$23,717iApproximate average salary by contribution assumption: employee only about $592,933 at 4% or $395,289 at 6%; with 50% employer match about $395,289 at 4% or $263,526 at 6%; with 100% employer match about $296,467 at 4% or $197,644 at 6%.
2005112$315,835$126,772$10,564iApproximate average salary by contribution assumption: employee only about $264,108 at 4% or $176,072 at 6%; with 50% employer match about $176,072 at 4% or $117,381 at 6%; with 100% employer match about $132,054 at 4% or $88,036 at 6%.
R. Ward & Associates Inc. 401(K) Profit Sharing Plan-12$315,835$126,772$10,564iApproximate average salary by contribution assumption: employee only about $264,108 at 4% or $176,072 at 6%; with 50% employer match about $176,072 at 4% or $117,381 at 6%; with 100% employer match about $132,054 at 4% or $88,036 at 6%.
200418$185,617$102,947$12,868iApproximate average salary by contribution assumption: employee only about $321,709 at 4% or $214,473 at 6%; with 50% employer match about $214,473 at 4% or $142,982 at 6%; with 100% employer match about $160,855 at 4% or $107,236 at 6%.
R. Ward & Associates Inc. 401(K) Profit Sharing Plan-8$185,617$102,947$12,868iApproximate average salary by contribution assumption: employee only about $321,709 at 4% or $214,473 at 6%; with 50% employer match about $214,473 at 4% or $142,982 at 6%; with 100% employer match about $160,855 at 4% or $107,236 at 6%.
200318$70,817$70,147$8,768iApproximate average salary by contribution assumption: employee only about $219,209 at 4% or $146,140 at 6%; with 50% employer match about $146,140 at 4% or $97,426 at 6%; with 100% employer match about $109,605 at 4% or $73,070 at 6%.
R. Ward & Associates Inc. 401(K) Profit Sharing Plan-8$70,817$70,147$8,768iApproximate average salary by contribution assumption: employee only about $219,209 at 4% or $146,140 at 6%; with 50% employer match about $146,140 at 4% or $97,426 at 6%; with 100% employer match about $109,605 at 4% or $73,070 at 6%.