Waverly Markets LLC
Plan context: Waverly Markets LLC 401(K) Plan and Trust
EIN 06-1531696 • Manchester, CT • 32 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
69
2024 Assets
$2,969,909
2024 Contributions
$272,728
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 | 2 | 69 | $2,969,909 | $272,728 | $3,953iApproximate average salary by contribution assumption: employee only about $98,814 at 4% or $65,876 at 6%; with 50% employer match about $65,876 at 4% or $43,918 at 6%; with 100% employer match about $49,407 at 4% or $32,938 at 6%. |
| Waverly Markets LLC 401(K) Plan and Trust | - | 69 | $2,969,909 | $272,728 | $3,953iApproximate average salary by contribution assumption: employee only about $98,814 at 4% or $65,876 at 6%; with 50% employer match about $65,876 at 4% or $43,918 at 6%; with 100% employer match about $49,407 at 4% or $32,938 at 6%. |
| Waverly Markets Health and Welfare Plan | - | - | - | - | - |
| 2023 | 1 | 74 | $2,556,280 | $281,591 | $3,805iApproximate average salary by contribution assumption: employee only about $95,132 at 4% or $63,421 at 6%; with 50% employer match about $63,421 at 4% or $42,281 at 6%; with 100% employer match about $47,566 at 4% or $31,711 at 6%. |
| Waverly Markets LLC 401(K) Plan and Trust | - | 74 | $2,556,280 | $281,591 | $3,805iApproximate average salary by contribution assumption: employee only about $95,132 at 4% or $63,421 at 6%; with 50% employer match about $63,421 at 4% or $42,281 at 6%; with 100% employer match about $47,566 at 4% or $31,711 at 6%. |
| 2022 | 1 | 305 | $2,228,136 | $230,919 | $757iApproximate average salary by contribution assumption: employee only about $18,928 at 4% or $12,619 at 6%; with 50% employer match about $12,619 at 4% or $8,412 at 6%; with 100% employer match about $9,464 at 4% or $6,309 at 6%. |
| Waverly Markets LLC 401(K) Plan and Trust | - | 305 | $2,228,136 | $230,919 | $757iApproximate average salary by contribution assumption: employee only about $18,928 at 4% or $12,619 at 6%; with 50% employer match about $12,619 at 4% or $8,412 at 6%; with 100% employer match about $9,464 at 4% or $6,309 at 6%. |
| 2021 | 1 | 288 | $2,497,658 | $316,987 | $1,101iApproximate average salary by contribution assumption: employee only about $27,516 at 4% or $18,344 at 6%; with 50% employer match about $18,344 at 4% or $12,229 at 6%; with 100% employer match about $13,758 at 4% or $9,172 at 6%. |
| Waverly Markets LLC 401(K) Plan and Trust | - | 288 | $2,497,658 | $316,987 | $1,101iApproximate average salary by contribution assumption: employee only about $27,516 at 4% or $18,344 at 6%; with 50% employer match about $18,344 at 4% or $12,229 at 6%; with 100% employer match about $13,758 at 4% or $9,172 at 6%. |
| 2020 | 1 | 346 | $2,035,407 | $214,707 | $621iApproximate average salary by contribution assumption: employee only about $15,514 at 4% or $10,342 at 6%; with 50% employer match about $10,342 at 4% or $6,895 at 6%; with 100% employer match about $7,757 at 4% or $5,171 at 6%. |
| Waverly Markets LLC 401(K) Plan and Trust | - | 346 | $2,035,407 | $214,707 | $621iApproximate average salary by contribution assumption: employee only about $15,514 at 4% or $10,342 at 6%; with 50% employer match about $10,342 at 4% or $6,895 at 6%; with 100% employer match about $7,757 at 4% or $5,171 at 6%. |
| 2019 | 1 | 235 | $2,090,969 | $173,908 | $740iApproximate average salary by contribution assumption: employee only about $18,501 at 4% or $12,334 at 6%; with 50% employer match about $12,334 at 4% or $8,223 at 6%; with 100% employer match about $9,250 at 4% or $6,167 at 6%. |
| Waverly Markets LLC 401(K) Plan and Trust | - | 235 | $2,090,969 | $173,908 | $740iApproximate average salary by contribution assumption: employee only about $18,501 at 4% or $12,334 at 6%; with 50% employer match about $12,334 at 4% or $8,223 at 6%; with 100% employer match about $9,250 at 4% or $6,167 at 6%. |
| 2018 | 1 | 209 | $1,948,347 | $165,018 | $790iApproximate average salary by contribution assumption: employee only about $19,739 at 4% or $13,159 at 6%; with 50% employer match about $13,159 at 4% or $8,773 at 6%; with 100% employer match about $9,869 at 4% or $6,580 at 6%. |
| Waverly Markets LLC 401(K) Plan and Trust | - | 209 | $1,948,347 | $165,018 | $790iApproximate average salary by contribution assumption: employee only about $19,739 at 4% or $13,159 at 6%; with 50% employer match about $13,159 at 4% or $8,773 at 6%; with 100% employer match about $9,869 at 4% or $6,580 at 6%. |
| 2017 | 1 | 202 | $2,167,831 | $146,023 | $723iApproximate average salary by contribution assumption: employee only about $18,072 at 4% or $12,048 at 6%; with 50% employer match about $12,048 at 4% or $8,032 at 6%; with 100% employer match about $9,036 at 4% or $6,024 at 6%. |
| Waverly Markets LLC 401(K) Plan and Trust | - | 202 | $2,167,831 | $146,023 | $723iApproximate average salary by contribution assumption: employee only about $18,072 at 4% or $12,048 at 6%; with 50% employer match about $12,048 at 4% or $8,032 at 6%; with 100% employer match about $9,036 at 4% or $6,024 at 6%. |
| 2016 | 1 | 204 | $1,772,528 | $149,185 | $731iApproximate average salary by contribution assumption: employee only about $18,282 at 4% or $12,188 at 6%; with 50% employer match about $12,188 at 4% or $8,126 at 6%; with 100% employer match about $9,141 at 4% or $6,094 at 6%. |
| Waverly Markets LLC 401(K) Plan and Trust | - | 204 | $1,772,528 | $149,185 | $731iApproximate average salary by contribution assumption: employee only about $18,282 at 4% or $12,188 at 6%; with 50% employer match about $12,188 at 4% or $8,126 at 6%; with 100% employer match about $9,141 at 4% or $6,094 at 6%. |
| 2015 | 1 | 137 | $1,633,292 | $148,872 | $1,087iApproximate average salary by contribution assumption: employee only about $27,166 at 4% or $18,111 at 6%; with 50% employer match about $18,111 at 4% or $12,074 at 6%; with 100% employer match about $13,583 at 4% or $9,055 at 6%. |
| Waverly Markets LLC 401(K) Plan and Trust | - | 137 | $1,633,292 | $148,872 | $1,087iApproximate average salary by contribution assumption: employee only about $27,166 at 4% or $18,111 at 6%; with 50% employer match about $18,111 at 4% or $12,074 at 6%; with 100% employer match about $13,583 at 4% or $9,055 at 6%. |
| 2014 | 2 | 65 | $1,577,995 | $127,973 | $1,969iApproximate average salary by contribution assumption: employee only about $49,220 at 4% or $32,814 at 6%; with 50% employer match about $32,814 at 4% or $21,876 at 6%; with 100% employer match about $24,610 at 4% or $16,407 at 6%. |
| Waverly Markets LLC 401(K) Plan and Trust | - | 65 | $1,577,995 | $106,199 | $1,634iApproximate average salary by contribution assumption: employee only about $40,846 at 4% or $27,231 at 6%; with 50% employer match about $27,231 at 4% or $18,154 at 6%; with 100% employer match about $20,423 at 4% or $13,615 at 6%. |
| WAVERLY MARKETS, LLC 401(K) PLAN FOR PART TIME EMPLOYEES | - | 0 | - | $21,774 | - |
| 2013 | 2 | 119 | $1,476,490 | $135,961 | $1,143iApproximate average salary by contribution assumption: employee only about $28,563 at 4% or $19,042 at 6%; with 50% employer match about $19,042 at 4% or $12,695 at 6%; with 100% employer match about $14,282 at 4% or $9,521 at 6%. |
| Waverly Markets LLC 401(K) Plan and Trust | - | 51 | $1,321,168 | $114,092 | $2,237iApproximate average salary by contribution assumption: employee only about $55,927 at 4% or $37,285 at 6%; with 50% employer match about $37,285 at 4% or $24,857 at 6%; with 100% employer match about $27,964 at 4% or $18,642 at 6%. |
| WAVERLY MARKETS, LLC 401(K) PLAN AND TRUST FOR PART TIME EMPLOYEES | - | 119 | $155,322 | $21,869 | $184iApproximate average salary by contribution assumption: employee only about $4,594 at 4% or $3,063 at 6%; with 50% employer match about $3,063 at 4% or $2,042 at 6%; with 100% employer match about $2,297 at 4% or $1,531 at 6%. |
| 2012 | 2 | 43 | $1,176,148 | $182,583 | $4,246iApproximate average salary by contribution assumption: employee only about $106,153 at 4% or $70,769 at 6%; with 50% employer match about $70,769 at 4% or $47,179 at 6%; with 100% employer match about $53,076 at 4% or $35,384 at 6%. |
| Waverly Markets LLC 401(K) Plan and Trust | - | 43 | $1,057,836 | $149,433 | $3,475iApproximate average salary by contribution assumption: employee only about $86,880 at 4% or $57,920 at 6%; with 50% employer match about $57,920 at 4% or $38,613 at 6%; with 100% employer match about $43,440 at 4% or $28,960 at 6%. |
| WAVERLY MARKETS, LLC 401(K) PLAN FOR PART TIME EMPLOYEES | - | 13 | $118,312 | $33,150 | $2,550iApproximate average salary by contribution assumption: employee only about $63,750 at 4% or $42,500 at 6%; with 50% employer match about $42,500 at 4% or $28,333 at 6%; with 100% employer match about $31,875 at 4% or $21,250 at 6%. |
| 2011 | 2 | 36 | $890,273 | $199,827 | $5,551iApproximate average salary by contribution assumption: employee only about $138,769 at 4% or $92,513 at 6%; with 50% employer match about $92,513 at 4% or $61,675 at 6%; with 100% employer match about $69,384 at 4% or $46,256 at 6%. |
| Waverly Markets LLC 401(K) Plan and Trust | - | 36 | $809,414 | $128,295 | $3,564iApproximate average salary by contribution assumption: employee only about $89,094 at 4% or $59,396 at 6%; with 50% employer match about $59,396 at 4% or $39,597 at 6%; with 100% employer match about $44,547 at 4% or $29,698 at 6%. |
| WAVERLY MARKETS, LLC 401(K) PLAN FOR PART TIME EMPLOYEES | - | 7 | $80,859 | $71,532 | $10,219iApproximate average salary by contribution assumption: employee only about $255,471 at 4% or $170,314 at 6%; with 50% employer match about $170,314 at 4% or $113,543 at 6%; with 100% employer match about $127,736 at 4% or $85,157 at 6%. |
| 2010 | 2 | 34 | $929,886 | $126,309 | $3,715iApproximate average salary by contribution assumption: employee only about $92,874 at 4% or $61,916 at 6%; with 50% employer match about $61,916 at 4% or $41,277 at 6%; with 100% employer match about $46,437 at 4% or $30,958 at 6%. |
| Waverly Markets LLC 401(K) Plan and Trust | - | 34 | $919,919 | $124,745 | $3,669iApproximate average salary by contribution assumption: employee only about $91,724 at 4% or $61,150 at 6%; with 50% employer match about $61,150 at 4% or $40,766 at 6%; with 100% employer match about $45,862 at 4% or $30,575 at 6%. |
| WAVERLY MARKETS, LLC 401(K) PLAN FOR PART TIME EMPLOYEES | - | 5 | $9,967 | $1,564 | $313iApproximate average salary by contribution assumption: employee only about $7,820 at 4% or $5,213 at 6%; with 50% employer match about $5,213 at 4% or $3,476 at 6%; with 100% employer match about $3,910 at 4% or $2,607 at 6%. |
| 2009 | 2 | 56 | $822,319 | $131,560 | $2,349iApproximate average salary by contribution assumption: employee only about $58,732 at 4% or $39,155 at 6%; with 50% employer match about $39,155 at 4% or $26,103 at 6%; with 100% employer match about $29,366 at 4% or $19,577 at 6%. |
| Waverly Markets LLC 401(K) Plan and Trust | - | 56 | $801,287 | $114,905 | $2,052iApproximate average salary by contribution assumption: employee only about $51,297 at 4% or $34,198 at 6%; with 50% employer match about $34,198 at 4% or $22,799 at 6%; with 100% employer match about $25,648 at 4% or $17,099 at 6%. |
| WAVERLY MARKETS, LLC 401(K) PLAN FOR PART TIME EMPLOYEES | - | 6 | $21,032 | $16,655 | $2,776iApproximate average salary by contribution assumption: employee only about $69,396 at 4% or $46,264 at 6%; with 50% employer match about $46,264 at 4% or $30,843 at 6%; with 100% employer match about $34,698 at 4% or $23,132 at 6%. |
| 2008 | 1 | 119 | $560,574 | $117,299 | $986iApproximate average salary by contribution assumption: employee only about $24,643 at 4% or $16,428 at 6%; with 50% employer match about $16,428 at 4% or $10,952 at 6%; with 100% employer match about $12,321 at 4% or $8,214 at 6%. |
| Waverly Markets LLC 401(K) Plan and Trust | - | 119 | $560,574 | $117,299 | $986iApproximate average salary by contribution assumption: employee only about $24,643 at 4% or $16,428 at 6%; with 50% employer match about $16,428 at 4% or $10,952 at 6%; with 100% employer match about $12,321 at 4% or $8,214 at 6%. |
| 2007 | 1 | 116 | $0 | $0 | - |
| Waverly Markets LLC 401(K) Plan and Trust | - | 116 | - | - | - |
| 2006 | 1 | 109 | $578,647 | $101,912 | $935iApproximate average salary by contribution assumption: employee only about $23,374 at 4% or $15,583 at 6%; with 50% employer match about $15,583 at 4% or $10,389 at 6%; with 100% employer match about $11,687 at 4% or $7,791 at 6%. |
| Waverly Markets LLC 401(K) Plan and Trust | - | 109 | $578,647 | $101,912 | $935iApproximate average salary by contribution assumption: employee only about $23,374 at 4% or $15,583 at 6%; with 50% employer match about $15,583 at 4% or $10,389 at 6%; with 100% employer match about $11,687 at 4% or $7,791 at 6%. |
| 2005 | 1 | 105 | $434,423 | $108,175 | $1,030iApproximate average salary by contribution assumption: employee only about $25,756 at 4% or $17,171 at 6%; with 50% employer match about $17,171 at 4% or $11,447 at 6%; with 100% employer match about $12,878 at 4% or $8,585 at 6%. |
| Waverly Markets LLC 401(K) Plan and Trust | - | 105 | $434,423 | $108,175 | $1,030iApproximate average salary by contribution assumption: employee only about $25,756 at 4% or $17,171 at 6%; with 50% employer match about $17,171 at 4% or $11,447 at 6%; with 100% employer match about $12,878 at 4% or $8,585 at 6%. |
| 2004 | 1 | 110 | $321,734 | $91,010 | $827iApproximate average salary by contribution assumption: employee only about $20,684 at 4% or $13,789 at 6%; with 50% employer match about $13,789 at 4% or $9,193 at 6%; with 100% employer match about $10,342 at 4% or $6,895 at 6%. |
| Waverly Markets LLC 401(K) Plan and Trust | - | 110 | $321,734 | $91,010 | $827iApproximate average salary by contribution assumption: employee only about $20,684 at 4% or $13,789 at 6%; with 50% employer match about $13,789 at 4% or $9,193 at 6%; with 100% employer match about $10,342 at 4% or $6,895 at 6%. |
| 2003 | 1 | 100 | $209,955 | $69,637 | $696iApproximate average salary by contribution assumption: employee only about $17,409 at 4% or $11,606 at 6%; with 50% employer match about $11,606 at 4% or $7,737 at 6%; with 100% employer match about $8,705 at 4% or $5,803 at 6%. |
| Waverly Markets LLC 401(K) Plan and Trust | - | 100 | $209,955 | $69,637 | $696iApproximate average salary by contribution assumption: employee only about $17,409 at 4% or $11,606 at 6%; with 50% employer match about $11,606 at 4% or $7,737 at 6%; with 100% employer match about $8,705 at 4% or $5,803 at 6%. |
| 2002 | 1 | 85 | $136,363 | $73,553 | $865iApproximate average salary by contribution assumption: employee only about $21,633 at 4% or $14,422 at 6%; with 50% employer match about $14,422 at 4% or $9,615 at 6%; with 100% employer match about $10,817 at 4% or $7,211 at 6%. |
| Waverly Markets LLC 401(K) Plan and Trust | - | 85 | $136,363 | $73,553 | $865iApproximate average salary by contribution assumption: employee only about $21,633 at 4% or $14,422 at 6%; with 50% employer match about $14,422 at 4% or $9,615 at 6%; with 100% employer match about $10,817 at 4% or $7,211 at 6%. |
| 2001 | 1 | 75 | $0 | $0 | - |
| Waverly Markets LLC 401(K) Plan and Trust | - | 75 | - | - | - |
| 2000 | 1 | 65 | $53,830 | $59,561 | $916iApproximate average salary by contribution assumption: employee only about $22,908 at 4% or $15,272 at 6%; with 50% employer match about $15,272 at 4% or $10,181 at 6%; with 100% employer match about $11,454 at 4% or $7,636 at 6%. |
| Waverly Markets LLC 401(K) Plan and Trust | - | 65 | $53,830 | $59,561 | $916iApproximate average salary by contribution assumption: employee only about $22,908 at 4% or $15,272 at 6%; with 50% employer match about $15,272 at 4% or $10,181 at 6%; with 100% employer match about $11,454 at 4% or $7,636 at 6%. |