Watermark Insights LLC
Plan context: Watermark Insights 401(K) Plan
EIN 13-4092743 • New York, NY • 27 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
228
2024 Assets
$25,634,800
2024 Contributions
$2,822,470
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 | 228 | $25,634,800 | $2,822,470 | $12,379iApproximate average salary by contribution assumption: employee only about $309,481 at 4% or $206,321 at 6%; with 50% employer match about $206,321 at 4% or $137,547 at 6%; with 100% employer match about $154,741 at 4% or $103,160 at 6%. |
| Watermark Insights 401(K) Plan | - | 189 | $25,634,800 | $2,822,470 | $14,934iApproximate average salary by contribution assumption: employee only about $373,343 at 4% or $248,895 at 6%; with 50% employer match about $248,895 at 4% or $165,930 at 6%; with 100% employer match about $186,671 at 4% or $124,448 at 6%. |
| Watermark Health & Wellness Plan | - | 228 | - | - | - |
| 2023 | 2 | 240 | $21,424,116 | $3,160,550 | $13,169iApproximate average salary by contribution assumption: employee only about $329,224 at 4% or $219,483 at 6%; with 50% employer match about $219,483 at 4% or $146,322 at 6%; with 100% employer match about $164,612 at 4% or $109,741 at 6%. |
| Watermark Insights 401(K) Plan | - | 212 | $21,424,116 | $3,160,550 | $14,908iApproximate average salary by contribution assumption: employee only about $372,706 at 4% or $248,471 at 6%; with 50% employer match about $248,471 at 4% or $165,647 at 6%; with 100% employer match about $186,353 at 4% or $124,235 at 6%. |
| Watermark Health & Wellness Plan | - | 240 | - | - | - |
| 2022 | 2 | 234 | $15,317,520 | $2,861,708 | $12,230iApproximate average salary by contribution assumption: employee only about $305,738 at 4% or $203,825 at 6%; with 50% employer match about $203,825 at 4% or $135,884 at 6%; with 100% employer match about $152,869 at 4% or $101,913 at 6%. |
| Watermark Insights 401(K) Plan | - | 215 | $15,317,520 | $2,861,708 | $13,310iApproximate average salary by contribution assumption: employee only about $332,757 at 4% or $221,838 at 6%; with 50% employer match about $221,838 at 4% or $147,892 at 6%; with 100% employer match about $166,378 at 4% or $110,919 at 6%. |
| Watermark Health & Wellness Plan | - | 234 | - | - | - |
| 2021 | 2 | 196 | $17,684,141 | $1,763,526 | $8,998iApproximate average salary by contribution assumption: employee only about $224,940 at 4% or $149,960 at 6%; with 50% employer match about $149,960 at 4% or $99,973 at 6%; with 100% employer match about $112,470 at 4% or $74,980 at 6%. |
| Watermark Insights 401(K) Plan | - | 181 | $17,684,141 | $1,763,526 | $9,743iApproximate average salary by contribution assumption: employee only about $243,581 at 4% or $162,387 at 6%; with 50% employer match about $162,387 at 4% or $108,258 at 6%; with 100% employer match about $121,790 at 4% or $81,194 at 6%. |
| Watermark Health & Wellness Plan | - | 196 | - | - | - |
| 2020 | 2 | 194 | $15,843,626 | $1,975,560 | $10,183iApproximate average salary by contribution assumption: employee only about $254,582 at 4% or $169,722 at 6%; with 50% employer match about $169,722 at 4% or $113,148 at 6%; with 100% employer match about $127,291 at 4% or $84,861 at 6%. |
| Watermark Insights 401(K) Plan | - | 188 | $15,843,626 | $1,975,560 | $10,508iApproximate average salary by contribution assumption: employee only about $262,707 at 4% or $175,138 at 6%; with 50% employer match about $175,138 at 4% or $116,759 at 6%; with 100% employer match about $131,354 at 4% or $87,569 at 6%. |
| Watermark Health & Wellness Plan | - | 194 | - | - | - |
| 2019 | 2 | 234 | $13,393,413 | $1,679,279 | $7,176iApproximate average salary by contribution assumption: employee only about $179,410 at 4% or $119,607 at 6%; with 50% employer match about $119,607 at 4% or $79,738 at 6%; with 100% employer match about $89,705 at 4% or $59,803 at 6%. |
| Watermark Insights 401(K) Plan | - | 228 | $13,393,413 | $1,679,279 | $7,365iApproximate average salary by contribution assumption: employee only about $184,131 at 4% or $122,754 at 6%; with 50% employer match about $122,754 at 4% or $81,836 at 6%; with 100% employer match about $92,066 at 4% or $61,377 at 6%. |
| Watermark Health & Wellness Plan | - | 234 | - | - | - |
| 2018 | 3 | 187 | $13,359,790 | $1,109,074 | $5,931iApproximate average salary by contribution assumption: employee only about $148,272 at 4% or $98,848 at 6%; with 50% employer match about $98,848 at 4% or $65,899 at 6%; with 100% employer match about $74,136 at 4% or $49,424 at 6%. |
| Taskstream LLC 401(K) Plan | - | 143 | $6,679,895 | $554,537 | $3,878iApproximate average salary by contribution assumption: employee only about $96,947 at 4% or $64,631 at 6%; with 50% employer match about $64,631 at 4% or $43,088 at 6%; with 100% employer match about $48,474 at 4% or $32,316 at 6%. |
| Watermark Insights 401(K) Plan | - | 143 | $6,679,895 | $554,537 | $3,878iApproximate average salary by contribution assumption: employee only about $96,947 at 4% or $64,631 at 6%; with 50% employer match about $64,631 at 4% or $43,088 at 6%; with 100% employer match about $48,474 at 4% or $32,316 at 6%. |
| Watermark Health & Wellness Plan | - | 187 | - | - | - |
| 2017 | 1 | 87 | $3,353,469 | $534,234 | $6,141iApproximate average salary by contribution assumption: employee only about $153,516 at 4% or $102,344 at 6%; with 50% employer match about $102,344 at 4% or $68,229 at 6%; with 100% employer match about $76,758 at 4% or $51,172 at 6%. |
| Taskstream LLC 401(K) Plan | - | 87 | $3,353,469 | $534,234 | $6,141iApproximate average salary by contribution assumption: employee only about $153,516 at 4% or $102,344 at 6%; with 50% employer match about $102,344 at 4% or $68,229 at 6%; with 100% employer match about $76,758 at 4% or $51,172 at 6%. |
| 2016 | 1 | 76 | $2,497,863 | $455,883 | $5,998iApproximate average salary by contribution assumption: employee only about $149,962 at 4% or $99,974 at 6%; with 50% employer match about $99,974 at 4% or $66,650 at 6%; with 100% employer match about $74,981 at 4% or $49,987 at 6%. |
| Taskstream LLC 401(K) Plan | - | 76 | $2,497,863 | $455,883 | $5,998iApproximate average salary by contribution assumption: employee only about $149,962 at 4% or $99,974 at 6%; with 50% employer match about $99,974 at 4% or $66,650 at 6%; with 100% employer match about $74,981 at 4% or $49,987 at 6%. |
| 2015 | 1 | 69 | $2,087,076 | $409,869 | $5,940iApproximate average salary by contribution assumption: employee only about $148,503 at 4% or $99,002 at 6%; with 50% employer match about $99,002 at 4% or $66,001 at 6%; with 100% employer match about $74,252 at 4% or $49,501 at 6%. |
| Taskstream LLC 401(K) Plan | - | 69 | $2,087,076 | $409,869 | $5,940iApproximate average salary by contribution assumption: employee only about $148,503 at 4% or $99,002 at 6%; with 50% employer match about $99,002 at 4% or $66,001 at 6%; with 100% employer match about $74,252 at 4% or $49,501 at 6%. |
| 2014 | 1 | 68 | $1,992,817 | $320,290 | $4,710iApproximate average salary by contribution assumption: employee only about $117,754 at 4% or $78,502 at 6%; with 50% employer match about $78,502 at 4% or $52,335 at 6%; with 100% employer match about $58,877 at 4% or $39,251 at 6%. |
| Taskstream LLC 401(K) Plan | - | 68 | $1,992,817 | $320,290 | $4,710iApproximate average salary by contribution assumption: employee only about $117,754 at 4% or $78,502 at 6%; with 50% employer match about $78,502 at 4% or $52,335 at 6%; with 100% employer match about $58,877 at 4% or $39,251 at 6%. |
| 2013 | 1 | 54 | $1,627,765 | $391,258 | $7,246iApproximate average salary by contribution assumption: employee only about $181,138 at 4% or $120,759 at 6%; with 50% employer match about $120,759 at 4% or $80,506 at 6%; with 100% employer match about $90,569 at 4% or $60,379 at 6%. |
| Taskstream LLC 401(K) Plan | - | 54 | $1,627,765 | $391,258 | $7,246iApproximate average salary by contribution assumption: employee only about $181,138 at 4% or $120,759 at 6%; with 50% employer match about $120,759 at 4% or $80,506 at 6%; with 100% employer match about $90,569 at 4% or $60,379 at 6%. |
| 2012 | 1 | 74 | $1,140,726 | $330,520 | $4,466iApproximate average salary by contribution assumption: employee only about $111,662 at 4% or $74,441 at 6%; with 50% employer match about $74,441 at 4% or $49,628 at 6%; with 100% employer match about $55,831 at 4% or $37,221 at 6%. |
| Taskstream LLC 401(K) Plan | - | 74 | $1,140,726 | $330,520 | $4,466iApproximate average salary by contribution assumption: employee only about $111,662 at 4% or $74,441 at 6%; with 50% employer match about $74,441 at 4% or $49,628 at 6%; with 100% employer match about $55,831 at 4% or $37,221 at 6%. |
| 2011 | 1 | 36 | $752,156 | $168,832 | $4,690iApproximate average salary by contribution assumption: employee only about $117,244 at 4% or $78,163 at 6%; with 50% employer match about $78,163 at 4% or $52,109 at 6%; with 100% employer match about $58,622 at 4% or $39,081 at 6%. |
| Taskstream LLC 401(K) Plan | - | 36 | $752,156 | $168,832 | $4,690iApproximate average salary by contribution assumption: employee only about $117,244 at 4% or $78,163 at 6%; with 50% employer match about $78,163 at 4% or $52,109 at 6%; with 100% employer match about $58,622 at 4% or $39,081 at 6%. |
| 2010 | 1 | 25 | $669,870 | $141,096 | $5,644iApproximate average salary by contribution assumption: employee only about $141,096 at 4% or $94,064 at 6%; with 50% employer match about $94,064 at 4% or $62,709 at 6%; with 100% employer match about $70,548 at 4% or $47,032 at 6%. |
| Taskstream LLC 401(K) Plan | - | 25 | $669,870 | $141,096 | $5,644iApproximate average salary by contribution assumption: employee only about $141,096 at 4% or $94,064 at 6%; with 50% employer match about $94,064 at 4% or $62,709 at 6%; with 100% employer match about $70,548 at 4% or $47,032 at 6%. |
| 2009 | 1 | 55 | $447,530 | $115,644 | $2,103iApproximate average salary by contribution assumption: employee only about $52,565 at 4% or $35,044 at 6%; with 50% employer match about $35,044 at 4% or $23,362 at 6%; with 100% employer match about $26,283 at 4% or $17,522 at 6%. |
| Taskstream LLC 401(K) Plan | - | 55 | $447,530 | $115,644 | $2,103iApproximate average salary by contribution assumption: employee only about $52,565 at 4% or $35,044 at 6%; with 50% employer match about $35,044 at 4% or $23,362 at 6%; with 100% employer match about $26,283 at 4% or $17,522 at 6%. |
| 2007 | 1 | 20 | $211,173 | $114,060 | $5,703iApproximate average salary by contribution assumption: employee only about $142,575 at 4% or $95,050 at 6%; with 50% employer match about $95,050 at 4% or $63,367 at 6%; with 100% employer match about $71,288 at 4% or $47,525 at 6%. |
| Taskstream LLC 401(K) Plan | - | 20 | $211,173 | $114,060 | $5,703iApproximate average salary by contribution assumption: employee only about $142,575 at 4% or $95,050 at 6%; with 50% employer match about $95,050 at 4% or $63,367 at 6%; with 100% employer match about $71,288 at 4% or $47,525 at 6%. |
| 2006 | 1 | 25 | $119,681 | $55,844 | $2,234iApproximate average salary by contribution assumption: employee only about $55,844 at 4% or $37,229 at 6%; with 50% employer match about $37,229 at 4% or $24,820 at 6%; with 100% employer match about $27,922 at 4% or $18,615 at 6%. |
| Taskstream LLC 401(K) Plan | - | 25 | $119,681 | $55,844 | $2,234iApproximate average salary by contribution assumption: employee only about $55,844 at 4% or $37,229 at 6%; with 50% employer match about $37,229 at 4% or $24,820 at 6%; with 100% employer match about $27,922 at 4% or $18,615 at 6%. |
| 2005 | 1 | 22 | $54,975 | $52,444 | $2,384iApproximate average salary by contribution assumption: employee only about $59,595 at 4% or $39,730 at 6%; with 50% employer match about $39,730 at 4% or $26,487 at 6%; with 100% employer match about $29,798 at 4% or $19,865 at 6%. |
| Taskstream LLC 401(K) Plan | - | 22 | $54,975 | $52,444 | $2,384iApproximate average salary by contribution assumption: employee only about $59,595 at 4% or $39,730 at 6%; with 50% employer match about $39,730 at 4% or $26,487 at 6%; with 100% employer match about $29,798 at 4% or $19,865 at 6%. |