Civic Intelligence

Leon E. Werntz & Associates Inc.

Plan context: Leon E. Werntz & Associates Inc. Retirement Plan

EIN 72-0684309 • Shreveport, LA • 47 filings • 5 plans

2020 E. 70th Street, Suite 100Shreveport, LA 71105-5332
Current Snapshot

Latest Year

2023

2023 Participants

19

2023 Assets

$2,886,506

2023 Contributions

$76,707

Historical Graphs

Total Assets Over Time

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

$5,653,803$2,826,902$0199920112022YearValue
$2,886,506Latest year 2022

Participants Over Time

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

30150199920112022YearValue
19Latest year 2022

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
202320$0$76,707-
Werntz & Associates Inc. 401K Plan-0$0--
Leon E. Werntz & Associates Inc. Retirement Plan-0$0$76,707-
2022219$2,886,506$226,945$11,944iApproximate average salary by contribution assumption: employee only about $298,612 at 4% or $199,075 at 6%; with 50% employer match about $199,075 at 4% or $132,716 at 6%; with 100% employer match about $149,306 at 4% or $99,537 at 6%.
Werntz & Associates Inc. 401K Plan-11$1,713,789$5,945$540iApproximate average salary by contribution assumption: employee only about $13,511 at 4% or $9,008 at 6%; with 50% employer match about $9,008 at 4% or $6,005 at 6%; with 100% employer match about $6,756 at 4% or $4,504 at 6%.
Leon E. Werntz & Associates Inc. Retirement Plan-19$1,172,717$221,000$11,632iApproximate average salary by contribution assumption: employee only about $290,789 at 4% or $193,860 at 6%; with 50% employer match about $193,860 at 4% or $129,240 at 6%; with 100% employer match about $145,395 at 4% or $96,930 at 6%.
2021228$5,653,803$236,365$8,442iApproximate average salary by contribution assumption: employee only about $211,040 at 4% or $140,693 at 6%; with 50% employer match about $140,693 at 4% or $93,796 at 6%; with 100% employer match about $105,520 at 4% or $70,347 at 6%.
Werntz & Associates Inc. 401K Plan-17$3,576,317$144,365$8,492iApproximate average salary by contribution assumption: employee only about $212,301 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%.
Leon E. Werntz & Associates Inc. Retirement Plan-28$2,077,486$92,000$3,286iApproximate average salary by contribution assumption: employee only about $82,143 at 4% or $54,762 at 6%; with 50% employer match about $54,762 at 4% or $36,508 at 6%; with 100% employer match about $41,071 at 4% or $27,381 at 6%.
2020228$5,132,002$223,637$7,987iApproximate average salary by contribution assumption: employee only about $199,676 at 4% or $133,117 at 6%; with 50% employer match about $133,117 at 4% or $88,745 at 6%; with 100% employer match about $99,838 at 4% or $66,559 at 6%.
Werntz & Associates Inc. 401K Plan-19$3,265,229$120,637$6,349iApproximate average salary by contribution assumption: employee only about $158,733 at 4% or $105,822 at 6%; with 50% employer match about $105,822 at 4% or $70,548 at 6%; with 100% employer match about $79,366 at 4% or $52,911 at 6%.
Leon E. Werntz & Associates Inc. Retirement Plan-28$1,866,773$103,000$3,679iApproximate average salary by contribution assumption: employee only about $91,964 at 4% or $61,310 at 6%; with 50% employer match about $61,310 at 4% or $40,873 at 6%; with 100% employer match about $45,982 at 4% or $30,655 at 6%.
2019228$4,508,564$228,166$8,149iApproximate average salary by contribution assumption: employee only about $203,720 at 4% or $135,813 at 6%; with 50% employer match about $135,813 at 4% or $90,542 at 6%; with 100% employer match about $101,860 at 4% or $67,907 at 6%.
Werntz & Associates Inc. 401K Plan-20$2,786,545$101,166$5,058iApproximate average salary by contribution assumption: employee only about $126,458 at 4% or $84,305 at 6%; with 50% employer match about $84,305 at 4% or $56,203 at 6%; with 100% employer match about $63,229 at 4% or $42,153 at 6%.
Leon E. Werntz & Associates Inc. Retirement Plan-28$1,722,019$127,000$4,536iApproximate average salary by contribution assumption: employee only about $113,393 at 4% or $75,595 at 6%; with 50% employer match about $75,595 at 4% or $50,397 at 6%; with 100% employer match about $56,696 at 4% or $37,798 at 6%.
2018228$3,831,089$162,964$5,820iApproximate average salary by contribution assumption: employee only about $145,504 at 4% or $97,002 at 6%; with 50% employer match about $97,002 at 4% or $64,668 at 6%; with 100% employer match about $72,752 at 4% or $48,501 at 6%.
Werntz & Associates Inc. 401K Plan-19$2,308,207$72,964$3,840iApproximate average salary by contribution assumption: employee only about $96,005 at 4% or $64,004 at 6%; with 50% employer match about $64,004 at 4% or $42,669 at 6%; with 100% employer match about $48,003 at 4% or $32,002 at 6%.
Leon E. Werntz & Associates Inc. Retirement Plan-28$1,522,882$90,000$3,214iApproximate average salary by contribution assumption: employee only about $80,357 at 4% or $53,571 at 6%; with 50% employer match about $53,571 at 4% or $35,714 at 6%; with 100% employer match about $40,179 at 4% or $26,786 at 6%.
2017229$4,174,992$179,743$6,198iApproximate average salary by contribution assumption: employee only about $154,951 at 4% or $103,301 at 6%; with 50% employer match about $103,301 at 4% or $68,867 at 6%; with 100% employer match about $77,475 at 4% or $51,650 at 6%.
Werntz & Associates Inc. 401K Plan-21$2,584,846$75,743$3,607iApproximate average salary by contribution assumption: employee only about $90,170 at 4% or $60,113 at 6%; with 50% employer match about $60,113 at 4% or $40,076 at 6%; with 100% employer match about $45,085 at 4% or $30,057 at 6%.
Leon E. Werntz & Associates Inc. Retirement Plan-29$1,590,146$104,000$3,586iApproximate average salary by contribution assumption: employee only about $89,655 at 4% or $59,770 at 6%; with 50% employer match about $59,770 at 4% or $39,847 at 6%; with 100% employer match about $44,828 at 4% or $29,885 at 6%.
2016229$3,652,874$180,494$6,224iApproximate average salary by contribution assumption: employee only about $155,598 at 4% or $103,732 at 6%; with 50% employer match about $103,732 at 4% or $69,155 at 6%; with 100% employer match about $77,799 at 4% or $51,866 at 6%.
Werntz & Associates Inc. 401K Plan-22$2,183,744$73,394$3,336iApproximate average salary by contribution assumption: employee only about $83,402 at 4% or $55,602 at 6%; with 50% employer match about $55,602 at 4% or $37,068 at 6%; with 100% employer match about $41,701 at 4% or $27,801 at 6%.
Leon E. Werntz & Associates Inc. Retirement Plan-29$1,469,130$107,100$3,693iApproximate average salary by contribution assumption: employee only about $92,328 at 4% or $61,552 at 6%; with 50% employer match about $61,552 at 4% or $41,034 at 6%; with 100% employer match about $46,164 at 4% or $30,776 at 6%.
2015229$3,403,149$214,943$7,412iApproximate average salary by contribution assumption: employee only about $185,296 at 4% or $123,530 at 6%; with 50% employer match about $123,530 at 4% or $82,354 at 6%; with 100% employer match about $92,648 at 4% or $61,765 at 6%.
Werntz & Associates Inc. 401K Plan-22$2,012,218$111,043$5,047iApproximate average salary by contribution assumption: employee only about $126,185 at 4% or $84,123 at 6%; with 50% employer match about $84,123 at 4% or $56,082 at 6%; with 100% employer match about $63,093 at 4% or $42,062 at 6%.
Leon E. Werntz & Associates Inc. Retirement Plan-29$1,390,931$103,900$3,583iApproximate average salary by contribution assumption: employee only about $89,569 at 4% or $59,713 at 6%; with 50% employer match about $59,713 at 4% or $39,808 at 6%; with 100% employer match about $44,784 at 4% or $29,856 at 6%.
2014229$3,524,777$176,415$6,083iApproximate average salary by contribution assumption: employee only about $152,082 at 4% or $101,388 at 6%; with 50% employer match about $101,388 at 4% or $67,592 at 6%; with 100% employer match about $76,041 at 4% or $50,694 at 6%.
Werntz & Associates Inc. 401K Plan-25$2,115,911$68,415$2,737iApproximate average salary by contribution assumption: employee only about $68,415 at 4% or $45,610 at 6%; with 50% employer match about $45,610 at 4% or $30,407 at 6%; with 100% employer match about $34,208 at 4% or $22,805 at 6%.
Leon E. Werntz & Associates Inc. Retirement Plan-29$1,408,866$108,000$3,724iApproximate average salary by contribution assumption: employee only about $93,103 at 4% or $62,069 at 6%; with 50% employer match about $62,069 at 4% or $41,379 at 6%; with 100% employer match about $46,552 at 4% or $31,034 at 6%.
2013229$3,413,098$205,184$7,075iApproximate average salary by contribution assumption: employee only about $176,883 at 4% or $117,922 at 6%; with 50% employer match about $117,922 at 4% or $78,615 at 6%; with 100% employer match about $88,441 at 4% or $58,961 at 6%.
Werntz & Associates Inc. 401K Plan-26$2,039,358$96,184$3,699iApproximate average salary by contribution assumption: employee only about $92,485 at 4% or $61,656 at 6%; with 50% employer match about $61,656 at 4% or $41,104 at 6%; with 100% employer match about $46,242 at 4% or $30,828 at 6%.
Leon E. Werntz & Associates Inc. Retirement Plan-29$1,373,740$109,000$3,759iApproximate average salary by contribution assumption: employee only about $93,966 at 4% or $62,644 at 6%; with 50% employer match about $62,644 at 4% or $41,762 at 6%; with 100% employer match about $46,983 at 4% or $31,322 at 6%.
2012230$3,034,824$175,443$5,848iApproximate average salary by contribution assumption: employee only about $146,203 at 4% or $97,468 at 6%; with 50% employer match about $97,468 at 4% or $64,979 at 6%; with 100% employer match about $73,101 at 4% or $48,734 at 6%.
Werntz & Associates Inc. 401K Plan-27$1,769,152$85,443$3,165iApproximate average salary by contribution assumption: employee only about $79,114 at 4% or $52,743 at 6%; with 50% employer match about $52,743 at 4% or $35,162 at 6%; with 100% employer match about $39,557 at 4% or $26,371 at 6%.
Leon E. Werntz & Associates Inc. Retirement Plan-30$1,265,672$90,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
2011230$2,756,130$197,779$6,593iApproximate average salary by contribution assumption: employee only about $164,816 at 4% or $109,877 at 6%; with 50% employer match about $109,877 at 4% or $73,251 at 6%; with 100% employer match about $82,408 at 4% or $54,939 at 6%.
Werntz & Associates Inc. 401K Plan-28$1,542,189$96,775$3,456iApproximate average salary by contribution assumption: employee only about $86,406 at 4% or $57,604 at 6%; with 50% employer match about $57,604 at 4% or $38,403 at 6%; with 100% employer match about $43,203 at 4% or $28,802 at 6%.
Leon E. Werntz & Associates Inc. Retirement Plan-30$1,213,941$101,004$3,367iApproximate average salary by contribution assumption: employee only about $84,170 at 4% or $56,113 at 6%; with 50% employer match about $56,113 at 4% or $37,409 at 6%; with 100% employer match about $42,085 at 4% or $28,057 at 6%.
2010230$2,918,074$145,774$4,859iApproximate average salary by contribution assumption: employee only about $121,478 at 4% or $80,986 at 6%; with 50% employer match about $80,986 at 4% or $53,990 at 6%; with 100% employer match about $60,739 at 4% or $40,493 at 6%.
Werntz & Associates Inc. 401K Plan-24$1,720,371$116,774$4,866iApproximate average salary by contribution assumption: employee only about $121,640 at 4% or $81,093 at 6%; with 50% employer match about $81,093 at 4% or $54,062 at 6%; with 100% employer match about $60,820 at 4% or $40,547 at 6%.
Leon E. Werntz & Associates Inc. Retirement Plan-30$1,197,703$29,000$967iApproximate average salary by contribution assumption: employee only about $24,167 at 4% or $16,111 at 6%; with 50% employer match about $16,111 at 4% or $10,741 at 6%; with 100% employer match about $12,083 at 4% or $8,056 at 6%.
2009230$2,603,759$173,707$5,790iApproximate average salary by contribution assumption: employee only about $144,756 at 4% or $96,504 at 6%; with 50% employer match about $96,504 at 4% or $64,336 at 6%; with 100% employer match about $72,378 at 4% or $48,252 at 6%.
Werntz & Associates Inc. 401K Plan-26$1,447,287$114,707$4,412iApproximate average salary by contribution assumption: employee only about $110,295 at 4% or $73,530 at 6%; with 50% employer match about $73,530 at 4% or $49,020 at 6%; with 100% employer match about $55,148 at 4% or $36,765 at 6%.
Leon E. Werntz & Associates Inc. Retirement Plan-30$1,156,472$59,000$1,967iApproximate average salary by contribution assumption: employee only about $49,167 at 4% or $32,778 at 6%; with 50% employer match about $32,778 at 4% or $21,852 at 6%; with 100% employer match about $24,583 at 4% or $16,389 at 6%.
2008128$1,009,631$110,076$3,931iApproximate average salary by contribution assumption: employee only about $98,282 at 4% or $65,521 at 6%; with 50% employer match about $65,521 at 4% or $43,681 at 6%; with 100% employer match about $49,141 at 4% or $32,761 at 6%.
Werntz & Associates Inc. 401K Plan-28$1,009,631$110,076$3,931iApproximate average salary by contribution assumption: employee only about $98,282 at 4% or $65,521 at 6%; with 50% employer match about $65,521 at 4% or $43,681 at 6%; with 100% employer match about $49,141 at 4% or $32,761 at 6%.
2007225$1,420,639$104,500$4,180iApproximate average salary by contribution assumption: employee only about $104,500 at 4% or $69,667 at 6%; with 50% employer match about $69,667 at 4% or $46,444 at 6%; with 100% employer match about $52,250 at 4% or $34,833 at 6%.
Werntz & Associates Inc. 401K Plan-25$1,420,639$104,500$4,180iApproximate average salary by contribution assumption: employee only about $104,500 at 4% or $69,667 at 6%; with 50% employer match about $69,667 at 4% or $46,444 at 6%; with 100% employer match about $52,250 at 4% or $34,833 at 6%.
Leon E. Werntz & Associates Inc. Retirement Plan-13---
2006224$1,262,061$94,183$3,924iApproximate average salary by contribution assumption: employee only about $98,107 at 4% or $65,405 at 6%; with 50% employer match about $65,405 at 4% or $43,603 at 6%; with 100% employer match about $49,054 at 4% or $32,702 at 6%.
Werntz & Associates Inc. 401K Plan-24$1,262,061$94,183$3,924iApproximate average salary by contribution assumption: employee only about $98,107 at 4% or $65,405 at 6%; with 50% employer match about $65,405 at 4% or $43,603 at 6%; with 100% employer match about $49,054 at 4% or $32,702 at 6%.
Leon E. Werntz & Associates Inc. Retirement Plan-14---
2005227$2,140,725$192,464$7,128iApproximate average salary by contribution assumption: employee only about $178,207 at 4% or $118,805 at 6%; with 50% employer match about $118,805 at 4% or $79,203 at 6%; with 100% employer match about $89,104 at 4% or $59,402 at 6%.
Leon E. Werntz & Associates Inc. Retirement Plan-16$1,074,510$96,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
Werntz & Associates Inc. 401K Plan-27$1,066,215$96,464$3,573iApproximate average salary by contribution assumption: employee only about $89,319 at 4% or $59,546 at 6%; with 50% employer match about $59,546 at 4% or $39,697 at 6%; with 100% employer match about $44,659 at 4% or $29,773 at 6%.
2004224$906,405$88,504$3,688iApproximate average salary by contribution assumption: employee only about $92,192 at 4% or $61,461 at 6%; with 50% employer match about $61,461 at 4% or $40,974 at 6%; with 100% employer match about $46,096 at 4% or $30,731 at 6%.
Werntz & Associates Inc. 401K Plan-24$906,405$88,504$3,688iApproximate average salary by contribution assumption: employee only about $92,192 at 4% or $61,461 at 6%; with 50% employer match about $61,461 at 4% or $40,974 at 6%; with 100% employer match about $46,096 at 4% or $30,731 at 6%.
Leon E. Werntz & Associates Inc. Retirement Plan-19---
2003227$731,996$86,435$3,201iApproximate average salary by contribution assumption: employee only about $80,032 at 4% or $53,355 at 6%; with 50% employer match about $53,355 at 4% or $35,570 at 6%; with 100% employer match about $40,016 at 4% or $26,677 at 6%.
Werntz & Associates Inc. 401K Plan-27$731,996$86,435$3,201iApproximate average salary by contribution assumption: employee only about $80,032 at 4% or $53,355 at 6%; with 50% employer match about $53,355 at 4% or $35,570 at 6%; with 100% employer match about $40,016 at 4% or $26,677 at 6%.
Leon E. Werntz & Associates Inc. Retirement Plan-20---
2002225$501,984$75,566$3,023iApproximate average salary by contribution assumption: employee only about $75,566 at 4% or $50,377 at 6%; with 50% employer match about $50,377 at 4% or $33,585 at 6%; with 100% employer match about $37,783 at 4% or $25,189 at 6%.
Werntz & Associates Inc. 401K Plan-25$501,984$75,566$3,023iApproximate average salary by contribution assumption: employee only about $75,566 at 4% or $50,377 at 6%; with 50% employer match about $50,377 at 4% or $33,585 at 6%; with 100% employer match about $37,783 at 4% or $25,189 at 6%.
Leon E. Werntz & Associates Inc. Retirement Plan-21---
2001220$591,054$61,578$3,079iApproximate average salary by contribution assumption: employee only about $76,973 at 4% or $51,315 at 6%; with 50% employer match about $51,315 at 4% or $34,210 at 6%; with 100% employer match about $38,486 at 4% or $25,658 at 6%.
Leon E. Werntz & Associates Inc. Retirement Plan-20$591,054$61,578$3,079iApproximate average salary by contribution assumption: employee only about $76,973 at 4% or $51,315 at 6%; with 50% employer match about $51,315 at 4% or $34,210 at 6%; with 100% employer match about $38,486 at 4% or $25,658 at 6%.
Leon E. Werntz & Associates Inc. Retirement Plan-20---
1999220$2,080,389$135,466$6,773iApproximate average salary by contribution assumption: employee only about $169,333 at 4% or $112,888 at 6%; with 50% employer match about $112,888 at 4% or $75,259 at 6%; with 100% employer match about $84,666 at 4% or $56,444 at 6%.
Leon E. Werntz & Associates Inc. Retirement Plan-15$1,064,620$78,000$5,200iApproximate average salary by contribution assumption: employee only about $130,000 at 4% or $86,667 at 6%; with 50% employer match about $86,667 at 4% or $57,778 at 6%; with 100% employer match about $65,000 at 4% or $43,333 at 6%.
Werntz & Associates Inc. 401K Plan-20$1,015,769$57,466$2,873iApproximate average salary by contribution assumption: employee only about $71,833 at 4% or $47,888 at 6%; with 50% employer match about $47,888 at 4% or $31,926 at 6%; with 100% employer match about $35,916 at 4% or $23,944 at 6%.