Wurts & Associates Inc.
Plan context: Wurts & Associates Inc. Retirement & Savings Plan
EIN 91-1320111 • Seattle, WA • 28 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
94
2024 Assets
$37,050,275
2024 Contributions
$2,251,735
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 94 | $37,050,275 | $2,251,735 | $23,955iApproximate average salary by contribution assumption: employee only about $598,866 at 4% or $399,244 at 6%; with 50% employer match about $399,244 at 4% or $266,163 at 6%; with 100% employer match about $299,433 at 4% or $199,622 at 6%. |
| Wurts & Associates Inc. Retirement & Savings Plan | - | 94 | $37,050,275 | $2,251,735 | $23,955iApproximate average salary by contribution assumption: employee only about $598,866 at 4% or $399,244 at 6%; with 50% employer match about $399,244 at 4% or $266,163 at 6%; with 100% employer match about $299,433 at 4% or $199,622 at 6%. |
| 2023 | 1 | 94 | $33,144,732 | $2,830,252 | $30,109iApproximate average salary by contribution assumption: employee only about $752,727 at 4% or $501,818 at 6%; with 50% employer match about $501,818 at 4% or $334,545 at 6%; with 100% employer match about $376,363 at 4% or $250,909 at 6%. |
| Wurts & Associates Inc. Retirement & Savings Plan | - | 94 | $33,144,732 | $2,830,252 | $30,109iApproximate average salary by contribution assumption: employee only about $752,727 at 4% or $501,818 at 6%; with 50% employer match about $501,818 at 4% or $334,545 at 6%; with 100% employer match about $376,363 at 4% or $250,909 at 6%. |
| 2022 | 1 | 94 | $26,759,996 | $2,100,116 | $22,342iApproximate average salary by contribution assumption: employee only about $558,541 at 4% or $372,361 at 6%; with 50% employer match about $372,361 at 4% or $248,241 at 6%; with 100% employer match about $279,271 at 4% or $186,180 at 6%. |
| Wurts & Associates Inc. Retirement & Savings Plan | - | 94 | $26,759,996 | $2,100,116 | $22,342iApproximate average salary by contribution assumption: employee only about $558,541 at 4% or $372,361 at 6%; with 50% employer match about $372,361 at 4% or $248,241 at 6%; with 100% employer match about $279,271 at 4% or $186,180 at 6%. |
| 2021 | 1 | 91 | $30,581,398 | $1,861,223 | $20,453iApproximate average salary by contribution assumption: employee only about $511,325 at 4% or $340,883 at 6%; with 50% employer match about $340,883 at 4% or $227,256 at 6%; with 100% employer match about $255,663 at 4% or $170,442 at 6%. |
| Wurts & Associates Inc. Retirement & Savings Plan | - | 91 | $30,581,398 | $1,861,223 | $20,453iApproximate average salary by contribution assumption: employee only about $511,325 at 4% or $340,883 at 6%; with 50% employer match about $340,883 at 4% or $227,256 at 6%; with 100% employer match about $255,663 at 4% or $170,442 at 6%. |
| 2020 | 1 | 86 | $26,440,989 | $1,596,558 | $18,565iApproximate average salary by contribution assumption: employee only about $464,116 at 4% or $309,410 at 6%; with 50% employer match about $309,410 at 4% or $206,274 at 6%; with 100% employer match about $232,058 at 4% or $154,705 at 6%. |
| Wurts & Associates Inc. Retirement & Savings Plan | - | 86 | $26,440,989 | $1,596,558 | $18,565iApproximate average salary by contribution assumption: employee only about $464,116 at 4% or $309,410 at 6%; with 50% employer match about $309,410 at 4% or $206,274 at 6%; with 100% employer match about $232,058 at 4% or $154,705 at 6%. |
| 2019 | 1 | 85 | $23,787,194 | $1,855,832 | $21,833iApproximate average salary by contribution assumption: employee only about $545,833 at 4% or $363,889 at 6%; with 50% employer match about $363,889 at 4% or $242,592 at 6%; with 100% employer match about $272,916 at 4% or $181,944 at 6%. |
| Wurts & Associates Inc. Retirement & Savings Plan | - | 85 | $23,787,194 | $1,855,832 | $21,833iApproximate average salary by contribution assumption: employee only about $545,833 at 4% or $363,889 at 6%; with 50% employer match about $363,889 at 4% or $242,592 at 6%; with 100% employer match about $272,916 at 4% or $181,944 at 6%. |
| 2018 | 1 | 82 | $19,759,639 | $1,433,359 | $17,480iApproximate average salary by contribution assumption: employee only about $437,000 at 4% or $291,333 at 6%; with 50% employer match about $291,333 at 4% or $194,222 at 6%; with 100% employer match about $218,500 at 4% or $145,667 at 6%. |
| Wurts & Associates Inc. Retirement & Savings Plan | - | 82 | $19,759,639 | $1,433,359 | $17,480iApproximate average salary by contribution assumption: employee only about $437,000 at 4% or $291,333 at 6%; with 50% employer match about $291,333 at 4% or $194,222 at 6%; with 100% employer match about $218,500 at 4% or $145,667 at 6%. |
| 2017 | 1 | 81 | $20,734,999 | $2,356,272 | $29,090iApproximate average salary by contribution assumption: employee only about $727,244 at 4% or $484,830 at 6%; with 50% employer match about $484,830 at 4% or $323,220 at 6%; with 100% employer match about $363,622 at 4% or $242,415 at 6%. |
| Wurts & Associates Inc. Retirement & Savings Plan | - | 81 | $20,734,999 | $2,356,272 | $29,090iApproximate average salary by contribution assumption: employee only about $727,244 at 4% or $484,830 at 6%; with 50% employer match about $484,830 at 4% or $323,220 at 6%; with 100% employer match about $363,622 at 4% or $242,415 at 6%. |
| 2016 | 2 | 105 | $17,771,627 | $6,318,182 | $60,173iApproximate average salary by contribution assumption: employee only about $1,504,329 at 4% or $1,002,886 at 6%; with 50% employer match about $1,002,886 at 4% or $668,591 at 6%; with 100% employer match about $752,165 at 4% or $501,443 at 6%. |
| Wurts & Associates Inc. Retirement & Savings Plan | - | 104 | $17,771,627 | $6,318,182 | $60,752iApproximate average salary by contribution assumption: employee only about $1,518,794 at 4% or $1,012,529 at 6%; with 50% employer match about $1,012,529 at 4% or $675,019 at 6%; with 100% employer match about $759,397 at 4% or $506,265 at 6%. |
| Verus Advisory Welfare Benefit Plan | - | 105 | - | - | - |
| 2015 | 2 | 104 | $11,351,065 | $1,068,523 | $10,274iApproximate average salary by contribution assumption: employee only about $256,856 at 4% or $171,238 at 6%; with 50% employer match about $171,238 at 4% or $114,158 at 6%; with 100% employer match about $128,428 at 4% or $85,619 at 6%. |
| Wurts & Associates Inc. Retirement & Savings Plan | - | 94 | $11,351,065 | $1,068,523 | $11,367iApproximate average salary by contribution assumption: employee only about $284,182 at 4% or $189,454 at 6%; with 50% employer match about $189,454 at 4% or $126,303 at 6%; with 100% employer match about $142,091 at 4% or $94,727 at 6%. |
| Verus Advisory Welfare Benefit Plan | - | 104 | - | - | - |
| 2014 | 1 | 99 | $11,278,259 | $1,010,894 | $10,211iApproximate average salary by contribution assumption: employee only about $255,276 at 4% or $170,184 at 6%; with 50% employer match about $170,184 at 4% or $113,456 at 6%; with 100% employer match about $127,638 at 4% or $85,092 at 6%. |
| Wurts & Associates Inc. Retirement & Savings Plan | - | 99 | $11,278,259 | $1,010,894 | $10,211iApproximate average salary by contribution assumption: employee only about $255,276 at 4% or $170,184 at 6%; with 50% employer match about $170,184 at 4% or $113,456 at 6%; with 100% employer match about $127,638 at 4% or $85,092 at 6%. |
| 2013 | 1 | 88 | $10,504,898 | $872,678 | $9,917iApproximate average salary by contribution assumption: employee only about $247,920 at 4% or $165,280 at 6%; with 50% employer match about $165,280 at 4% or $110,187 at 6%; with 100% employer match about $123,960 at 4% or $82,640 at 6%. |
| Wurts & Associates Inc. Retirement & Savings Plan | - | 88 | $10,504,898 | $872,678 | $9,917iApproximate average salary by contribution assumption: employee only about $247,920 at 4% or $165,280 at 6%; with 50% employer match about $165,280 at 4% or $110,187 at 6%; with 100% employer match about $123,960 at 4% or $82,640 at 6%. |
| 2012 | 1 | 83 | $8,567,321 | $722,300 | $8,702iApproximate average salary by contribution assumption: employee only about $217,560 at 4% or $145,040 at 6%; with 50% employer match about $145,040 at 4% or $96,693 at 6%; with 100% employer match about $108,780 at 4% or $72,520 at 6%. |
| Wurts & Associates Inc. Retirement & Savings Plan | - | 83 | $8,567,321 | $722,300 | $8,702iApproximate average salary by contribution assumption: employee only about $217,560 at 4% or $145,040 at 6%; with 50% employer match about $145,040 at 4% or $96,693 at 6%; with 100% employer match about $108,780 at 4% or $72,520 at 6%. |
| 2011 | 1 | 78 | $7,044,087 | $561,533 | $7,199iApproximate average salary by contribution assumption: employee only about $179,979 at 4% or $119,986 at 6%; with 50% employer match about $119,986 at 4% or $79,990 at 6%; with 100% employer match about $89,989 at 4% or $59,993 at 6%. |
| Wurts & Associates Inc. Retirement & Savings Plan | - | 78 | $7,044,087 | $561,533 | $7,199iApproximate average salary by contribution assumption: employee only about $179,979 at 4% or $119,986 at 6%; with 50% employer match about $119,986 at 4% or $79,990 at 6%; with 100% employer match about $89,989 at 4% or $59,993 at 6%. |
| 2010 | 1 | 66 | $7,203,137 | $515,594 | $7,812iApproximate average salary by contribution assumption: employee only about $195,301 at 4% or $130,201 at 6%; with 50% employer match about $130,201 at 4% or $86,800 at 6%; with 100% employer match about $97,650 at 4% or $65,100 at 6%. |
| Wurts & Associates Inc. Retirement & Savings Plan | - | 66 | $7,203,137 | $515,594 | $7,812iApproximate average salary by contribution assumption: employee only about $195,301 at 4% or $130,201 at 6%; with 50% employer match about $130,201 at 4% or $86,800 at 6%; with 100% employer match about $97,650 at 4% or $65,100 at 6%. |
| 2009 | 1 | 60 | $6,589,736 | $440,568 | $7,343iApproximate average salary by contribution assumption: employee only about $183,570 at 4% or $122,380 at 6%; with 50% employer match about $122,380 at 4% or $81,587 at 6%; with 100% employer match about $91,785 at 4% or $61,190 at 6%. |
| Wurts & Associates Inc. Retirement & Savings Plan | - | 60 | $6,589,736 | $440,568 | $7,343iApproximate average salary by contribution assumption: employee only about $183,570 at 4% or $122,380 at 6%; with 50% employer match about $122,380 at 4% or $81,587 at 6%; with 100% employer match about $91,785 at 4% or $61,190 at 6%. |
| 2008 | 1 | 32 | $5,150,122 | $373,394 | $11,669iApproximate average salary by contribution assumption: employee only about $291,714 at 4% or $194,476 at 6%; with 50% employer match about $194,476 at 4% or $129,651 at 6%; with 100% employer match about $145,857 at 4% or $97,238 at 6%. |
| Wurts & Associates Inc. Retirement & Savings Plan | - | 32 | $5,150,122 | $373,394 | $11,669iApproximate average salary by contribution assumption: employee only about $291,714 at 4% or $194,476 at 6%; with 50% employer match about $194,476 at 4% or $129,651 at 6%; with 100% employer match about $145,857 at 4% or $97,238 at 6%. |
| 2007 | 1 | 36 | $0 | $0 | - |
| Wurts & Associates Inc. Retirement & Savings Plan | - | 36 | - | - | - |
| 2006 | 1 | 31 | $6,015,008 | $454,025 | $14,646iApproximate average salary by contribution assumption: employee only about $366,149 at 4% or $244,099 at 6%; with 50% employer match about $244,099 at 4% or $162,733 at 6%; with 100% employer match about $183,075 at 4% or $122,050 at 6%. |
| Wurts & Associates Inc. Retirement & Savings Plan | - | 31 | $6,015,008 | $454,025 | $14,646iApproximate average salary by contribution assumption: employee only about $366,149 at 4% or $244,099 at 6%; with 50% employer match about $244,099 at 4% or $162,733 at 6%; with 100% employer match about $183,075 at 4% or $122,050 at 6%. |
| 2005 | 1 | 29 | $5,087,667 | $518,472 | $17,878iApproximate average salary by contribution assumption: employee only about $446,959 at 4% or $297,972 at 6%; with 50% employer match about $297,972 at 4% or $198,648 at 6%; with 100% employer match about $223,479 at 4% or $148,986 at 6%. |
| Wurts & Associates Inc. Retirement & Savings Plan | - | 29 | $5,087,667 | $518,472 | $17,878iApproximate average salary by contribution assumption: employee only about $446,959 at 4% or $297,972 at 6%; with 50% employer match about $297,972 at 4% or $198,648 at 6%; with 100% employer match about $223,479 at 4% or $148,986 at 6%. |
| 2004 | 1 | 31 | $4,149,834 | $560,575 | $18,083iApproximate average salary by contribution assumption: employee only about $452,077 at 4% or $301,384 at 6%; with 50% employer match about $301,384 at 4% or $200,923 at 6%; with 100% employer match about $226,038 at 4% or $150,692 at 6%. |
| Wurts & Associates Inc. Retirement & Savings Plan | - | 31 | $4,149,834 | $560,575 | $18,083iApproximate average salary by contribution assumption: employee only about $452,077 at 4% or $301,384 at 6%; with 50% employer match about $301,384 at 4% or $200,923 at 6%; with 100% employer match about $226,038 at 4% or $150,692 at 6%. |
| 2003 | 1 | 35 | $0 | $0 | - |
| Wurts & Associates Inc. Retirement & Savings Plan | - | 35 | - | - | - |
| 2002 | 1 | 26 | $2,385,738 | $319,266 | $12,279iApproximate average salary by contribution assumption: employee only about $306,987 at 4% or $204,658 at 6%; with 50% employer match about $204,658 at 4% or $136,438 at 6%; with 100% employer match about $153,493 at 4% or $102,329 at 6%. |
| Wurts & Associates Inc. Retirement & Savings Plan | - | 26 | $2,385,738 | $319,266 | $12,279iApproximate average salary by contribution assumption: employee only about $306,987 at 4% or $204,658 at 6%; with 50% employer match about $204,658 at 4% or $136,438 at 6%; with 100% employer match about $153,493 at 4% or $102,329 at 6%. |
| 2001 | 1 | 0 | $2,878,173 | $304,019 | - |
| Wurts & Associates Inc. Retirement & Savings Plan | - | 0 | $2,878,173 | $304,019 | - |
| 2000 | 1 | 29 | $2,864,885 | $250,192 | $8,627iApproximate average salary by contribution assumption: employee only about $215,683 at 4% or $143,789 at 6%; with 50% employer match about $143,789 at 4% or $95,859 at 6%; with 100% employer match about $107,841 at 4% or $71,894 at 6%. |
| Wurts & Associates Inc. Retirement & Savings Plan | - | 29 | $2,864,885 | $250,192 | $8,627iApproximate average salary by contribution assumption: employee only about $215,683 at 4% or $143,789 at 6%; with 50% employer match about $143,789 at 4% or $95,859 at 6%; with 100% employer match about $107,841 at 4% or $71,894 at 6%. |
| 1999 | 1 | 25 | $2,733,502 | $253,373 | $10,135iApproximate average salary by contribution assumption: employee only about $253,373 at 4% or $168,915 at 6%; with 50% employer match about $168,915 at 4% or $112,610 at 6%; with 100% employer match about $126,687 at 4% or $84,458 at 6%. |
| Wurts & Associates Inc. Retirement & Savings Plan | - | 25 | $2,733,502 | $253,373 | $10,135iApproximate average salary by contribution assumption: employee only about $253,373 at 4% or $168,915 at 6%; with 50% employer match about $168,915 at 4% or $112,610 at 6%; with 100% employer match about $126,687 at 4% or $84,458 at 6%. |