Rick Warner & Associates Inc.
Plan context: Rick Warner & Associates Inc. Profit Sharing Plan
EIN 61-1163140 • Covington, KY • 13 filings • 2 plans
Current Snapshot
Latest Year
2018
2018 Participants
5
2018 Assets
$235,089
2018 Contributions
$11,750
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 5 | $235,089 | $0 | - |
| Rick Warner & Associates Inc. Profit Sharing Plan | - | 5 | $235,089 | - | - |
| 2017 | 1 | 5 | $241,154 | $11,750 | $2,350iApproximate average salary by contribution assumption: employee only about $58,750 at 4% or $39,167 at 6%; with 50% employer match about $39,167 at 4% or $26,111 at 6%; with 100% employer match about $29,375 at 4% or $19,583 at 6%. |
| Rick Warner & Associates Inc. Profit Sharing Plan | - | 5 | $241,154 | $11,750 | $2,350iApproximate average salary by contribution assumption: employee only about $58,750 at 4% or $39,167 at 6%; with 50% employer match about $39,167 at 4% or $26,111 at 6%; with 100% employer match about $29,375 at 4% or $19,583 at 6%. |
| 2016 | 1 | 11 | $202,982 | $24,600 | $2,236iApproximate average salary by contribution assumption: employee only about $55,909 at 4% or $37,273 at 6%; with 50% employer match about $37,273 at 4% or $24,848 at 6%; with 100% employer match about $27,955 at 4% or $18,636 at 6%. |
| Rick Warner & Associates Inc. Profit Sharing Plan | - | 11 | $202,982 | $24,600 | $2,236iApproximate average salary by contribution assumption: employee only about $55,909 at 4% or $37,273 at 6%; with 50% employer match about $37,273 at 4% or $24,848 at 6%; with 100% employer match about $27,955 at 4% or $18,636 at 6%. |
| 2012 | 1 | 10 | $133,064 | $8,340 | $834iApproximate average salary by contribution assumption: employee only about $20,850 at 4% or $13,900 at 6%; with 50% employer match about $13,900 at 4% or $9,267 at 6%; with 100% employer match about $10,425 at 4% or $6,950 at 6%. |
| Rick Warner & Associates Inc. Profit Sharing Plan | - | 10 | $133,064 | $8,340 | $834iApproximate average salary by contribution assumption: employee only about $20,850 at 4% or $13,900 at 6%; with 50% employer match about $13,900 at 4% or $9,267 at 6%; with 100% employer match about $10,425 at 4% or $6,950 at 6%. |
| 2011 | 1 | 9 | $115,581 | $11,340 | $1,260iApproximate average salary by contribution assumption: employee only about $31,500 at 4% or $21,000 at 6%; with 50% employer match about $21,000 at 4% or $14,000 at 6%; with 100% employer match about $15,750 at 4% or $10,500 at 6%. |
| Rick Warner & Associates Inc. Profit Sharing Plan | - | 9 | $115,581 | $11,340 | $1,260iApproximate average salary by contribution assumption: employee only about $31,500 at 4% or $21,000 at 6%; with 50% employer match about $21,000 at 4% or $14,000 at 6%; with 100% employer match about $15,750 at 4% or $10,500 at 6%. |
| 2010 | 1 | 8 | $103,517 | $32,130 | $4,016iApproximate average salary by contribution assumption: employee only about $100,406 at 4% or $66,938 at 6%; with 50% employer match about $66,938 at 4% or $44,625 at 6%; with 100% employer match about $50,203 at 4% or $33,469 at 6%. |
| Rick Warner & Associates Inc. Profit Sharing Plan | - | 8 | $103,517 | $32,130 | $4,016iApproximate average salary by contribution assumption: employee only about $100,406 at 4% or $66,938 at 6%; with 50% employer match about $66,938 at 4% or $44,625 at 6%; with 100% employer match about $50,203 at 4% or $33,469 at 6%. |
| 2009 | 1 | 7 | $63,917 | $5,340 | $763iApproximate average salary by contribution assumption: employee only about $19,071 at 4% or $12,714 at 6%; with 50% employer match about $12,714 at 4% or $8,476 at 6%; with 100% employer match about $9,536 at 4% or $6,357 at 6%. |
| Rick Warner & Associates Inc. Profit Sharing Plan | - | 7 | $63,917 | $5,340 | $763iApproximate average salary by contribution assumption: employee only about $19,071 at 4% or $12,714 at 6%; with 50% employer match about $12,714 at 4% or $8,476 at 6%; with 100% employer match about $9,536 at 4% or $6,357 at 6%. |
| 2006 | 1 | 6 | $0 | $0 | - |
| Rick Warner & Associates Inc. Profit Sharing Plan | - | 6 | - | - | - |
| 2004 | 1 | 10 | $45,911 | $5,018 | $502iApproximate average salary by contribution assumption: employee only about $12,545 at 4% or $8,363 at 6%; with 50% employer match about $8,363 at 4% or $5,576 at 6%; with 100% employer match about $6,273 at 4% or $4,182 at 6%. |
| Rick Warner & Associates Inc. Profit Sharing Plan | - | 10 | $45,911 | $5,018 | $502iApproximate average salary by contribution assumption: employee only about $12,545 at 4% or $8,363 at 6%; with 50% employer match about $8,363 at 4% or $5,576 at 6%; with 100% employer match about $6,273 at 4% or $4,182 at 6%. |
| 2003 | 1 | 6 | $0 | $0 | - |
| Rick Warner & Associates Inc. Profit Sharing Plan | - | 6 | - | - | - |
| 2001 | 1 | 6 | $0 | $0 | - |
| Rick Warner & Associates Inc. Profit Sharing Plan | - | 6 | - | - | - |
| 2000 | 1 | 6 | $27,076 | $7,468 | $1,245iApproximate average salary by contribution assumption: employee only about $31,117 at 4% or $20,744 at 6%; with 50% employer match about $20,744 at 4% or $13,830 at 6%; with 100% employer match about $15,558 at 4% or $10,372 at 6%. |
| Rick Warner & Associates Inc. Profit Sharing Plan | - | 6 | $27,076 | $7,468 | $1,245iApproximate average salary by contribution assumption: employee only about $31,117 at 4% or $20,744 at 6%; with 50% employer match about $20,744 at 4% or $13,830 at 6%; with 100% employer match about $15,558 at 4% or $10,372 at 6%. |
| 1999 | 1 | 8 | $23,328 | $11,664 | $1,458iApproximate average salary by contribution assumption: employee only about $36,450 at 4% or $24,300 at 6%; with 50% employer match about $24,300 at 4% or $16,200 at 6%; with 100% employer match about $18,225 at 4% or $12,150 at 6%. |
| Rick Warner & Associates Inc. Profit Sharing Plan | - | 8 | $23,328 | $11,664 | $1,458iApproximate average salary by contribution assumption: employee only about $36,450 at 4% or $24,300 at 6%; with 50% employer match about $24,300 at 4% or $16,200 at 6%; with 100% employer match about $18,225 at 4% or $12,150 at 6%. |