Civic Intelligence

BYRD HOFFMAN WATERMILL FOUNDATION

Plan context: BYRD HOFFMAN WATERMILL FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST

EIN 13-4144013 • Water Mill, NY • 7 filings • 2 plans

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39 Water Mill Towd RdWater Mill, NY 11976
Current Snapshot

Latest Year

2024

2024 Participants

25

2024 Assets

$1,127,448

2024 Contributions

$90,317

Historical Graphs

Total Assets Over Time

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

$1,127,448$563,724$0201820212024YearValue
$1,127,448Latest year 2024

Participants Over Time

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

30150201820212024YearValue
25Latest year 2024

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
2024125$1,127,448$90,317$3,613iApproximate average salary by contribution assumption: employee only about $90,317 at 4% or $60,211 at 6%; with 50% employer match about $60,211 at 4% or $40,141 at 6%; with 100% employer match about $45,159 at 4% or $30,106 at 6%.
BYRD HOFFMAN WATERMILL FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST-25$1,127,448$90,317$3,613iApproximate average salary by contribution assumption: employee only about $90,317 at 4% or $60,211 at 6%; with 50% employer match about $60,211 at 4% or $40,141 at 6%; with 100% employer match about $45,159 at 4% or $30,106 at 6%.
2023127$928,950$102,448$3,794iApproximate average salary by contribution assumption: employee only about $94,859 at 4% or $63,240 at 6%; with 50% employer match about $63,240 at 4% or $42,160 at 6%; with 100% employer match about $47,430 at 4% or $31,620 at 6%.
BYRD HOFFMAN WATERMILL FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST-27$928,950$102,448$3,794iApproximate average salary by contribution assumption: employee only about $94,859 at 4% or $63,240 at 6%; with 50% employer match about $63,240 at 4% or $42,160 at 6%; with 100% employer match about $47,430 at 4% or $31,620 at 6%.
2022128$797,728$96,326$3,440iApproximate average salary by contribution assumption: employee only about $86,005 at 4% or $57,337 at 6%; with 50% employer match about $57,337 at 4% or $38,225 at 6%; with 100% employer match about $43,003 at 4% or $28,668 at 6%.
BYRD HOFFMAN WATERMILL FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST-28$797,728$96,326$3,440iApproximate average salary by contribution assumption: employee only about $86,005 at 4% or $57,337 at 6%; with 50% employer match about $57,337 at 4% or $38,225 at 6%; with 100% employer match about $43,003 at 4% or $28,668 at 6%.
2021120$932,065$87,816$4,391iApproximate average salary by contribution assumption: employee only about $109,770 at 4% or $73,180 at 6%; with 50% employer match about $73,180 at 4% or $48,787 at 6%; with 100% employer match about $54,885 at 4% or $36,590 at 6%.
BYRD HOFFMAN WATERMILL FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST-20$932,065$87,816$4,391iApproximate average salary by contribution assumption: employee only about $109,770 at 4% or $73,180 at 6%; with 50% employer match about $73,180 at 4% or $48,787 at 6%; with 100% employer match about $54,885 at 4% or $36,590 at 6%.
2020120$773,314$86,639$4,332iApproximate average salary by contribution assumption: employee only about $108,299 at 4% or $72,199 at 6%; with 50% employer match about $72,199 at 4% or $48,133 at 6%; with 100% employer match about $54,149 at 4% or $36,100 at 6%.
BYRD HOFFMAN WATERMILL FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST-20$773,314$86,639$4,332iApproximate average salary by contribution assumption: employee only about $108,299 at 4% or $72,199 at 6%; with 50% employer match about $72,199 at 4% or $48,133 at 6%; with 100% employer match about $54,149 at 4% or $36,100 at 6%.
2019120$661,862$86,976$4,349iApproximate average salary by contribution assumption: employee only about $108,720 at 4% or $72,480 at 6%; with 50% employer match about $72,480 at 4% or $48,320 at 6%; with 100% employer match about $54,360 at 4% or $36,240 at 6%.
BYRD HOFFMAN WATERMILL FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST-20$661,862$86,976$4,349iApproximate average salary by contribution assumption: employee only about $108,720 at 4% or $72,480 at 6%; with 50% employer match about $72,480 at 4% or $48,320 at 6%; with 100% employer match about $54,360 at 4% or $36,240 at 6%.
2018130$478,188$512,696$17,090iApproximate average salary by contribution assumption: employee only about $427,247 at 4% or $284,831 at 6%; with 50% employer match about $284,831 at 4% or $189,887 at 6%; with 100% employer match about $213,623 at 4% or $142,416 at 6%.
BYRD HOFFMAN WATERMILL FOUNDATION 401(K) PROFIT SHARING PLAN & TRSUT-30$478,188$512,696$17,090iApproximate average salary by contribution assumption: employee only about $427,247 at 4% or $284,831 at 6%; with 50% employer match about $284,831 at 4% or $189,887 at 6%; with 100% employer match about $213,623 at 4% or $142,416 at 6%.