Civic Intelligence

Waring Financial Group

Plan context: Waring Financial Group 401K Plan

EIN 16-1345512 • Hamburg, NY • 17 filings • 3 plans

38 Lake St.Hamburg, NY 14075
Current Snapshot

Latest Year

2019

2019 Participants

6

2019 Assets

$1,284,244

2019 Contributions

$11,229

Historical Graphs

Total Assets Over Time

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

$1,284,244$642,122$0200320112019YearValue
$1,284,244Latest year 2019

Participants Over Time

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

950200320112019YearValue
6Latest year 2019

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
201916$1,284,244$11,229$1,872iApproximate average salary by contribution assumption: employee only about $46,788 at 4% or $31,192 at 6%; with 50% employer match about $31,192 at 4% or $20,794 at 6%; with 100% employer match about $23,394 at 4% or $15,596 at 6%.
Waring Financial Group 401K Plan-6$1,284,244$11,229$1,872iApproximate average salary by contribution assumption: employee only about $46,788 at 4% or $31,192 at 6%; with 50% employer match about $31,192 at 4% or $20,794 at 6%; with 100% employer match about $23,394 at 4% or $15,596 at 6%.
201819$1,086,723$20,892$2,321iApproximate average salary by contribution assumption: employee only about $58,033 at 4% or $38,689 at 6%; with 50% employer match about $38,689 at 4% or $25,793 at 6%; with 100% employer match about $29,017 at 4% or $19,344 at 6%.
Waring Financial Group 401K Plan-9$1,086,723$20,892$2,321iApproximate average salary by contribution assumption: employee only about $58,033 at 4% or $38,689 at 6%; with 50% employer match about $38,689 at 4% or $25,793 at 6%; with 100% employer match about $29,017 at 4% or $19,344 at 6%.
201717$1,157,058$22,802$3,257iApproximate average salary by contribution assumption: employee only about $81,436 at 4% or $54,290 at 6%; with 50% employer match about $54,290 at 4% or $36,194 at 6%; with 100% employer match about $40,718 at 4% or $27,145 at 6%.
Waring Financial Group 401K Plan-7$1,157,058$22,802$3,257iApproximate average salary by contribution assumption: employee only about $81,436 at 4% or $54,290 at 6%; with 50% employer match about $54,290 at 4% or $36,194 at 6%; with 100% employer match about $40,718 at 4% or $27,145 at 6%.
201616$977,178$1,561,309$260,218iApproximate average salary by contribution assumption: employee only about $6,505,454 at 4% or $4,336,969 at 6%; with 50% employer match about $4,336,969 at 4% or $2,891,313 at 6%; with 100% employer match about $3,252,727 at 4% or $2,168,485 at 6%.
Waring Financial Group 401K Plan-6$977,178$1,561,309$260,218iApproximate average salary by contribution assumption: employee only about $6,505,454 at 4% or $4,336,969 at 6%; with 50% employer match about $4,336,969 at 4% or $2,891,313 at 6%; with 100% employer match about $3,252,727 at 4% or $2,168,485 at 6%.
201512$16,137$3,207$1,604iApproximate average salary by contribution assumption: employee only about $40,088 at 4% or $26,725 at 6%; with 50% employer match about $26,725 at 4% or $17,817 at 6%; with 100% employer match about $20,044 at 4% or $13,363 at 6%.
Waring Financial Group 401K Plan-2$16,137$3,207$1,604iApproximate average salary by contribution assumption: employee only about $40,088 at 4% or $26,725 at 6%; with 50% employer match about $26,725 at 4% or $17,817 at 6%; with 100% employer match about $20,044 at 4% or $13,363 at 6%.
201412$14,229$15,685$7,843iApproximate average salary by contribution assumption: employee only about $196,063 at 4% or $130,708 at 6%; with 50% employer match about $130,708 at 4% or $87,139 at 6%; with 100% employer match about $98,031 at 4% or $65,354 at 6%.
Waring Financial Group 401K Plan-2$14,229$15,685$7,843iApproximate average salary by contribution assumption: employee only about $196,063 at 4% or $130,708 at 6%; with 50% employer match about $130,708 at 4% or $87,139 at 6%; with 100% employer match about $98,031 at 4% or $65,354 at 6%.
201314$82,792$11,735$2,934iApproximate average salary by contribution assumption: employee only about $73,344 at 4% or $48,896 at 6%; with 50% employer match about $48,896 at 4% or $32,597 at 6%; with 100% employer match about $36,672 at 4% or $24,448 at 6%.
Waring Financial Group 401K Plan-4$82,792$11,735$2,934iApproximate average salary by contribution assumption: employee only about $73,344 at 4% or $48,896 at 6%; with 50% employer match about $48,896 at 4% or $32,597 at 6%; with 100% employer match about $36,672 at 4% or $24,448 at 6%.
201212$63,241$8,356$4,178iApproximate average salary by contribution assumption: employee only about $104,450 at 4% or $69,633 at 6%; with 50% employer match about $69,633 at 4% or $46,422 at 6%; with 100% employer match about $52,225 at 4% or $34,817 at 6%.
Waring Financial Group 401K Plan-2$63,241$8,356$4,178iApproximate average salary by contribution assumption: employee only about $104,450 at 4% or $69,633 at 6%; with 50% employer match about $69,633 at 4% or $46,422 at 6%; with 100% employer match about $52,225 at 4% or $34,817 at 6%.
201112$73,295$5,359$2,680iApproximate average salary by contribution assumption: employee only about $66,988 at 4% or $44,658 at 6%; with 50% employer match about $44,658 at 4% or $29,772 at 6%; with 100% employer match about $33,494 at 4% or $22,329 at 6%.
Waring Financial Group 401K Plan-2$73,295$5,359$2,680iApproximate average salary by contribution assumption: employee only about $66,988 at 4% or $44,658 at 6%; with 50% employer match about $44,658 at 4% or $29,772 at 6%; with 100% employer match about $33,494 at 4% or $22,329 at 6%.
201013$74,005$11,275$3,758iApproximate average salary by contribution assumption: employee only about $93,958 at 4% or $62,639 at 6%; with 50% employer match about $62,639 at 4% or $41,759 at 6%; with 100% employer match about $46,979 at 4% or $31,319 at 6%.
Waring Financial Group 401K Plan-3$74,005$11,275$3,758iApproximate average salary by contribution assumption: employee only about $93,958 at 4% or $62,639 at 6%; with 50% employer match about $62,639 at 4% or $41,759 at 6%; with 100% employer match about $46,979 at 4% or $31,319 at 6%.
200913$56,046$8,336$2,779iApproximate average salary by contribution assumption: employee only about $69,467 at 4% or $46,311 at 6%; with 50% employer match about $46,311 at 4% or $30,874 at 6%; with 100% employer match about $34,733 at 4% or $23,156 at 6%.
Waring Financial Group 401K Plan-3$56,046$8,336$2,779iApproximate average salary by contribution assumption: employee only about $69,467 at 4% or $46,311 at 6%; with 50% employer match about $46,311 at 4% or $30,874 at 6%; with 100% employer match about $34,733 at 4% or $23,156 at 6%.
200812$35,926$13,606$6,803iApproximate average salary by contribution assumption: employee only about $170,075 at 4% or $113,383 at 6%; with 50% employer match about $113,383 at 4% or $75,589 at 6%; with 100% employer match about $85,038 at 4% or $56,692 at 6%.
Waring Financial Group 401K Plan-2$35,926$13,606$6,803iApproximate average salary by contribution assumption: employee only about $170,075 at 4% or $113,383 at 6%; with 50% employer match about $113,383 at 4% or $75,589 at 6%; with 100% employer match about $85,038 at 4% or $56,692 at 6%.
200712$38,171$6,864$3,432iApproximate average salary by contribution assumption: employee only about $85,800 at 4% or $57,200 at 6%; with 50% employer match about $57,200 at 4% or $38,133 at 6%; with 100% employer match about $42,900 at 4% or $28,600 at 6%.
Waring Financial Group 401K Plan-2$38,171$6,864$3,432iApproximate average salary by contribution assumption: employee only about $85,800 at 4% or $57,200 at 6%; with 50% employer match about $57,200 at 4% or $38,133 at 6%; with 100% employer match about $42,900 at 4% or $28,600 at 6%.
200612$29,248$6,920$3,460iApproximate average salary by contribution assumption: employee only about $86,500 at 4% or $57,667 at 6%; with 50% employer match about $57,667 at 4% or $38,444 at 6%; with 100% employer match about $43,250 at 4% or $28,833 at 6%.
Waring Financial Group 401K Plan-2$29,248$6,920$3,460iApproximate average salary by contribution assumption: employee only about $86,500 at 4% or $57,667 at 6%; with 50% employer match about $57,667 at 4% or $38,444 at 6%; with 100% employer match about $43,250 at 4% or $28,833 at 6%.
200511$19,432$3,362$3,362iApproximate average salary by contribution assumption: employee only about $84,050 at 4% or $56,033 at 6%; with 50% employer match about $56,033 at 4% or $37,356 at 6%; with 100% employer match about $42,025 at 4% or $28,017 at 6%.
Waring Financial Group 401K Plan-1$19,432$3,362$3,362iApproximate average salary by contribution assumption: employee only about $84,050 at 4% or $56,033 at 6%; with 50% employer match about $56,033 at 4% or $37,356 at 6%; with 100% employer match about $42,025 at 4% or $28,017 at 6%.
200411$14,974$3,386$3,386iApproximate average salary by contribution assumption: employee only about $84,650 at 4% or $56,433 at 6%; with 50% employer match about $56,433 at 4% or $37,622 at 6%; with 100% employer match about $42,325 at 4% or $28,217 at 6%.
Waring Financial Group 401K Plan-1$14,974$3,386$3,386iApproximate average salary by contribution assumption: employee only about $84,650 at 4% or $56,433 at 6%; with 50% employer match about $56,433 at 4% or $37,622 at 6%; with 100% employer match about $42,325 at 4% or $28,217 at 6%.
200311$13,099$3,118$3,118iApproximate average salary by contribution assumption: employee only about $77,950 at 4% or $51,967 at 6%; with 50% employer match about $51,967 at 4% or $34,644 at 6%; with 100% employer match about $38,975 at 4% or $25,983 at 6%.
Waring Financial Group 401K Plan-1$13,099$3,118$3,118iApproximate average salary by contribution assumption: employee only about $77,950 at 4% or $51,967 at 6%; with 50% employer match about $51,967 at 4% or $34,644 at 6%; with 100% employer match about $38,975 at 4% or $25,983 at 6%.