Civic Intelligence

The Waldwin Group

Plan context: The Waldwin Group 401(K) Plan

EIN 01-0759439 • Boston, MA • 5 filings • 1 plans

15 Allerton StreetSuite 3Boston, MA 02119
Current Snapshot

Latest Year

2016

2016 Participants

133

2016 Assets

$514,765

2016 Contributions

$127,160

Historical Graphs

Total Assets Over Time

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

$514,765$257,383$0201220142016YearValue
$514,765Latest year 2016

Participants Over Time

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

133670201220142016YearValue
133Latest year 2016

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
20161133$514,765$127,160$956iApproximate average salary by contribution assumption: employee only about $23,902 at 4% or $15,935 at 6%; with 50% employer match about $15,935 at 4% or $10,623 at 6%; with 100% employer match about $11,951 at 4% or $7,967 at 6%.
The Waldwin Group 401(K) Plan-133$514,765$127,160$956iApproximate average salary by contribution assumption: employee only about $23,902 at 4% or $15,935 at 6%; with 50% employer match about $15,935 at 4% or $10,623 at 6%; with 100% employer match about $11,951 at 4% or $7,967 at 6%.
20151124$377,587$114,151$921iApproximate average salary by contribution assumption: employee only about $23,014 at 4% or $15,343 at 6%; with 50% employer match about $15,343 at 4% or $10,229 at 6%; with 100% employer match about $11,507 at 4% or $7,671 at 6%.
The Waldwin Group 401(K) Plan-124$377,587$114,151$921iApproximate average salary by contribution assumption: employee only about $23,014 at 4% or $15,343 at 6%; with 50% employer match about $15,343 at 4% or $10,229 at 6%; with 100% employer match about $11,507 at 4% or $7,671 at 6%.
20141133$275,304$90,050$677iApproximate average salary by contribution assumption: employee only about $16,927 at 4% or $11,284 at 6%; with 50% employer match about $11,284 at 4% or $7,523 at 6%; with 100% employer match about $8,463 at 4% or $5,642 at 6%.
The Waldwin Group 401(K) Plan-133$275,304$90,050$677iApproximate average salary by contribution assumption: employee only about $16,927 at 4% or $11,284 at 6%; with 50% employer match about $11,284 at 4% or $7,523 at 6%; with 100% employer match about $8,463 at 4% or $5,642 at 6%.
2013183$175,691$89,327$1,076iApproximate average salary by contribution assumption: employee only about $26,906 at 4% or $17,937 at 6%; with 50% employer match about $17,937 at 4% or $11,958 at 6%; with 100% employer match about $13,453 at 4% or $8,969 at 6%.
The Waldwin Group 401(K) Plan-83$175,691$89,327$1,076iApproximate average salary by contribution assumption: employee only about $26,906 at 4% or $17,937 at 6%; with 50% employer match about $17,937 at 4% or $11,958 at 6%; with 100% employer match about $13,453 at 4% or $8,969 at 6%.
2012192$79,885$81,262$883iApproximate average salary by contribution assumption: employee only about $22,082 at 4% or $14,721 at 6%; with 50% employer match about $14,721 at 4% or $9,814 at 6%; with 100% employer match about $11,041 at 4% or $7,361 at 6%.
The Waldwin Group 401(K) Plan-92$79,885$81,262$883iApproximate average salary by contribution assumption: employee only about $22,082 at 4% or $14,721 at 6%; with 50% employer match about $14,721 at 4% or $9,814 at 6%; with 100% employer match about $11,041 at 4% or $7,361 at 6%.