Civic Intelligence

WATERMARK MANAGEMENT PARTNERS

Plan context: WATERMARK MANAGEMENT PARTNERS 401(K) PROFIT SHARING PLAN AND TRUST

EIN 06-1567505 • Southington, CT • 8 filings • 3 plans

100 Queen St Ste 1Southington, CT 06489
Current Snapshot

Latest Year

2025

2025 Participants

9

2025 Assets

$920,010

2025 Contributions

$138,081

Historical Graphs

Total Assets Over Time

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

$920,010$460,005$0201820222025YearValue
$920,010Latest year 2025

Participants Over Time

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

1160201820222025YearValue
9Latest year 2025

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
202519$920,010$138,081$15,342iApproximate average salary by contribution assumption: employee only about $383,558 at 4% or $255,706 at 6%; with 50% employer match about $255,706 at 4% or $170,470 at 6%; with 100% employer match about $191,779 at 4% or $127,853 at 6%.
WATERMARK MANAGEMENT PARTNERS 401(K) PROFIT SHARING PLAN AND TRUST-9$920,010$138,081$15,342iApproximate average salary by contribution assumption: employee only about $383,558 at 4% or $255,706 at 6%; with 50% employer match about $255,706 at 4% or $170,470 at 6%; with 100% employer match about $191,779 at 4% or $127,853 at 6%.
2024110$681,060$124,577$12,458iApproximate average salary by contribution assumption: employee only about $311,443 at 4% or $207,628 at 6%; with 50% employer match about $207,628 at 4% or $138,419 at 6%; with 100% employer match about $155,721 at 4% or $103,814 at 6%.
WATERMARK MANAGEMENT PARTNERS 401(K) PROFIT SHARING PLAN AND TRUST-10$681,060$124,577$12,458iApproximate average salary by contribution assumption: employee only about $311,443 at 4% or $207,628 at 6%; with 50% employer match about $207,628 at 4% or $138,419 at 6%; with 100% employer match about $155,721 at 4% or $103,814 at 6%.
2023111$491,154$126,548$11,504iApproximate average salary by contribution assumption: employee only about $287,609 at 4% or $191,739 at 6%; with 50% employer match about $191,739 at 4% or $127,826 at 6%; with 100% employer match about $143,805 at 4% or $95,870 at 6%.
WATERMARK MANAGEMENT PARTNERS 401(K) PROFIT SHARING PLAN AND TRUST-11$491,154$126,548$11,504iApproximate average salary by contribution assumption: employee only about $287,609 at 4% or $191,739 at 6%; with 50% employer match about $191,739 at 4% or $127,826 at 6%; with 100% employer match about $143,805 at 4% or $95,870 at 6%.
202218$300,196$129,758$16,220iApproximate average salary by contribution assumption: employee only about $405,494 at 4% or $270,329 at 6%; with 50% employer match about $270,329 at 4% or $180,219 at 6%; with 100% employer match about $202,747 at 4% or $135,165 at 6%.
WATERMARK MANAGEMENT PARTNERS 401(K) PROFIT SHARING PLAN AND TRUST-8$300,196$129,758$16,220iApproximate average salary by contribution assumption: employee only about $405,494 at 4% or $270,329 at 6%; with 50% employer match about $270,329 at 4% or $180,219 at 6%; with 100% employer match about $202,747 at 4% or $135,165 at 6%.
202119$261,656$106,040$11,782iApproximate average salary by contribution assumption: employee only about $294,556 at 4% or $196,370 at 6%; with 50% employer match about $196,370 at 4% or $130,914 at 6%; with 100% employer match about $147,278 at 4% or $98,185 at 6%.
WATERMARK MANAGEMENT PARTNERS 401(K) PROFIT SHARING PLAN & TRUST-9$261,656$106,040$11,782iApproximate average salary by contribution assumption: employee only about $294,556 at 4% or $196,370 at 6%; with 50% employer match about $196,370 at 4% or $130,914 at 6%; with 100% employer match about $147,278 at 4% or $98,185 at 6%.
202018$131,774$83,119$10,390iApproximate average salary by contribution assumption: employee only about $259,747 at 4% or $173,165 at 6%; with 50% employer match about $173,165 at 4% or $115,443 at 6%; with 100% employer match about $129,873 at 4% or $86,582 at 6%.
WATERMARK MANAGEMENT PARTNERS 401(K) PROFIT SHARING PLAN & TRUST-8$131,774$83,119$10,390iApproximate average salary by contribution assumption: employee only about $259,747 at 4% or $173,165 at 6%; with 50% employer match about $173,165 at 4% or $115,443 at 6%; with 100% employer match about $129,873 at 4% or $86,582 at 6%.
201914$29,865$13,990$3,498iApproximate average salary by contribution assumption: employee only about $87,438 at 4% or $58,292 at 6%; with 50% employer match about $58,292 at 4% or $38,861 at 6%; with 100% employer match about $43,719 at 4% or $29,146 at 6%.
WATERMARK MANAGEMENT PARTNERS 401(K) PROFIT SHARING PLAN & TRUST-4$29,865$13,990$3,498iApproximate average salary by contribution assumption: employee only about $87,438 at 4% or $58,292 at 6%; with 50% employer match about $58,292 at 4% or $38,861 at 6%; with 100% employer match about $43,719 at 4% or $29,146 at 6%.
201814$12,401$13,317$3,329iApproximate average salary by contribution assumption: employee only about $83,231 at 4% or $55,488 at 6%; with 50% employer match about $55,488 at 4% or $36,992 at 6%; with 100% employer match about $41,616 at 4% or $27,744 at 6%.
WATERMARK MANAGEMENT PARTNERS 401 K PROFIT SHARING PLAN TRUST-4$12,401$13,317$3,329iApproximate average salary by contribution assumption: employee only about $83,231 at 4% or $55,488 at 6%; with 50% employer match about $55,488 at 4% or $36,992 at 6%; with 100% employer match about $41,616 at 4% or $27,744 at 6%.