Michels & Waldron Associates LLC
Plan context: Michels & Waldron 401K Plan
EIN 16-1631961 • River Vale, NJ • 20 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
15
2024 Assets
$4,411,807
2024 Contributions
$163,928
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 | 1 | 15 | $4,411,807 | $163,928 | $10,929iApproximate average salary by contribution assumption: employee only about $273,213 at 4% or $182,142 at 6%; with 50% employer match about $182,142 at 4% or $121,428 at 6%; with 100% employer match about $136,607 at 4% or $91,071 at 6%. |
| Michels & Waldron 401K Plan | - | 15 | $4,411,807 | $163,928 | $10,929iApproximate average salary by contribution assumption: employee only about $273,213 at 4% or $182,142 at 6%; with 50% employer match about $182,142 at 4% or $121,428 at 6%; with 100% employer match about $136,607 at 4% or $91,071 at 6%. |
| 2023 | 1 | 15 | $3,558,190 | $214,555 | $14,304iApproximate average salary by contribution assumption: employee only about $357,592 at 4% or $238,394 at 6%; with 50% employer match about $238,394 at 4% or $158,930 at 6%; with 100% employer match about $178,796 at 4% or $119,197 at 6%. |
| Michels & Waldron 401K Plan | - | 15 | $3,558,190 | $214,555 | $14,304iApproximate average salary by contribution assumption: employee only about $357,592 at 4% or $238,394 at 6%; with 50% employer match about $238,394 at 4% or $158,930 at 6%; with 100% employer match about $178,796 at 4% or $119,197 at 6%. |
| 2022 | 1 | 15 | $2,701,770 | $168,703 | $11,247iApproximate average salary by contribution assumption: employee only about $281,172 at 4% or $187,448 at 6%; with 50% employer match about $187,448 at 4% or $124,965 at 6%; with 100% employer match about $140,586 at 4% or $93,724 at 6%. |
| Michels & Waldron 401K Plan | - | 15 | $2,701,770 | $168,703 | $11,247iApproximate average salary by contribution assumption: employee only about $281,172 at 4% or $187,448 at 6%; with 50% employer match about $187,448 at 4% or $124,965 at 6%; with 100% employer match about $140,586 at 4% or $93,724 at 6%. |
| 2021 | 1 | 17 | $3,308,936 | $217,760 | $12,809iApproximate average salary by contribution assumption: employee only about $320,235 at 4% or $213,490 at 6%; with 50% employer match about $213,490 at 4% or $142,327 at 6%; with 100% employer match about $160,118 at 4% or $106,745 at 6%. |
| Michels & Waldron 401K Plan | - | 17 | $3,308,936 | $217,760 | $12,809iApproximate average salary by contribution assumption: employee only about $320,235 at 4% or $213,490 at 6%; with 50% employer match about $213,490 at 4% or $142,327 at 6%; with 100% employer match about $160,118 at 4% or $106,745 at 6%. |
| 2020 | 1 | 17 | $2,570,175 | $216,733 | $12,749iApproximate average salary by contribution assumption: employee only about $318,725 at 4% or $212,483 at 6%; with 50% employer match about $212,483 at 4% or $141,656 at 6%; with 100% employer match about $159,363 at 4% or $106,242 at 6%. |
| Michels & Waldron 401K Plan | - | 17 | $2,570,175 | $216,733 | $12,749iApproximate average salary by contribution assumption: employee only about $318,725 at 4% or $212,483 at 6%; with 50% employer match about $212,483 at 4% or $141,656 at 6%; with 100% employer match about $159,363 at 4% or $106,242 at 6%. |
| 2019 | 1 | 17 | $1,960,072 | $242,045 | $14,238iApproximate average salary by contribution assumption: employee only about $355,949 at 4% or $237,299 at 6%; with 50% employer match about $237,299 at 4% or $158,199 at 6%; with 100% employer match about $177,974 at 4% or $118,650 at 6%. |
| Michels & Waldron 401K Plan | - | 17 | $1,960,072 | $242,045 | $14,238iApproximate average salary by contribution assumption: employee only about $355,949 at 4% or $237,299 at 6%; with 50% employer match about $237,299 at 4% or $158,199 at 6%; with 100% employer match about $177,974 at 4% or $118,650 at 6%. |
| 2018 | 1 | 17 | $1,354,927 | $209,905 | $12,347iApproximate average salary by contribution assumption: employee only about $308,684 at 4% or $205,789 at 6%; with 50% employer match about $205,789 at 4% or $137,193 at 6%; with 100% employer match about $154,342 at 4% or $102,895 at 6%. |
| Michels & Waldron 401K Plan | - | 17 | $1,354,927 | $209,905 | $12,347iApproximate average salary by contribution assumption: employee only about $308,684 at 4% or $205,789 at 6%; with 50% employer match about $205,789 at 4% or $137,193 at 6%; with 100% employer match about $154,342 at 4% or $102,895 at 6%. |
| 2017 | 1 | 15 | $1,235,433 | $130,439 | $8,696iApproximate average salary by contribution assumption: employee only about $217,398 at 4% or $144,932 at 6%; with 50% employer match about $144,932 at 4% or $96,621 at 6%; with 100% employer match about $108,699 at 4% or $72,466 at 6%. |
| Michels & Waldron 401K Plan | - | 15 | $1,235,433 | $130,439 | $8,696iApproximate average salary by contribution assumption: employee only about $217,398 at 4% or $144,932 at 6%; with 50% employer match about $144,932 at 4% or $96,621 at 6%; with 100% employer match about $108,699 at 4% or $72,466 at 6%. |
| 2016 | 1 | 14 | $935,377 | $145,461 | $10,390iApproximate average salary by contribution assumption: employee only about $259,752 at 4% or $173,168 at 6%; with 50% employer match about $173,168 at 4% or $115,445 at 6%; with 100% employer match about $129,876 at 4% or $86,584 at 6%. |
| Michels & Waldron 401K Plan | - | 14 | $935,377 | $145,461 | $10,390iApproximate average salary by contribution assumption: employee only about $259,752 at 4% or $173,168 at 6%; with 50% employer match about $173,168 at 4% or $115,445 at 6%; with 100% employer match about $129,876 at 4% or $86,584 at 6%. |
| 2015 | 1 | 11 | $750,183 | $132,059 | $12,005iApproximate average salary by contribution assumption: employee only about $300,134 at 4% or $200,089 at 6%; with 50% employer match about $200,089 at 4% or $133,393 at 6%; with 100% employer match about $150,067 at 4% or $100,045 at 6%. |
| Michels & Waldron 401K Plan | - | 11 | $750,183 | $132,059 | $12,005iApproximate average salary by contribution assumption: employee only about $300,134 at 4% or $200,089 at 6%; with 50% employer match about $200,089 at 4% or $133,393 at 6%; with 100% employer match about $150,067 at 4% or $100,045 at 6%. |
| 2014 | 1 | 12 | $650,453 | $85,756 | $7,146iApproximate average salary by contribution assumption: employee only about $178,658 at 4% or $119,106 at 6%; with 50% employer match about $119,106 at 4% or $79,404 at 6%; with 100% employer match about $89,329 at 4% or $59,553 at 6%. |
| Michels & Waldron 401K Plan | - | 12 | $650,453 | $85,756 | $7,146iApproximate average salary by contribution assumption: employee only about $178,658 at 4% or $119,106 at 6%; with 50% employer match about $119,106 at 4% or $79,404 at 6%; with 100% employer match about $89,329 at 4% or $59,553 at 6%. |
| 2013 | 1 | 13 | $532,935 | $66,691 | $5,130iApproximate average salary by contribution assumption: employee only about $128,252 at 4% or $85,501 at 6%; with 50% employer match about $85,501 at 4% or $57,001 at 6%; with 100% employer match about $64,126 at 4% or $42,751 at 6%. |
| Michels & Waldron 401K Plan | - | 13 | $532,935 | $66,691 | $5,130iApproximate average salary by contribution assumption: employee only about $128,252 at 4% or $85,501 at 6%; with 50% employer match about $85,501 at 4% or $57,001 at 6%; with 100% employer match about $64,126 at 4% or $42,751 at 6%. |
| 2012 | 1 | 10 | $401,990 | $21,892 | $2,189iApproximate average salary by contribution assumption: employee only about $54,730 at 4% or $36,487 at 6%; with 50% employer match about $36,487 at 4% or $24,324 at 6%; with 100% employer match about $27,365 at 4% or $18,243 at 6%. |
| Michels & Waldron 401K Plan | - | 10 | $401,990 | $21,892 | $2,189iApproximate average salary by contribution assumption: employee only about $54,730 at 4% or $36,487 at 6%; with 50% employer match about $36,487 at 4% or $24,324 at 6%; with 100% employer match about $27,365 at 4% or $18,243 at 6%. |
| 2011 | 1 | 11 | $346,716 | $37,910 | $3,446iApproximate average salary by contribution assumption: employee only about $86,159 at 4% or $57,439 at 6%; with 50% employer match about $57,439 at 4% or $38,293 at 6%; with 100% employer match about $43,080 at 4% or $28,720 at 6%. |
| Michels & Waldron 401K Plan | - | 11 | $346,716 | $37,910 | $3,446iApproximate average salary by contribution assumption: employee only about $86,159 at 4% or $57,439 at 6%; with 50% employer match about $57,439 at 4% or $38,293 at 6%; with 100% employer match about $43,080 at 4% or $28,720 at 6%. |
| 2010 | 1 | 11 | $321,005 | $21,021 | $1,911iApproximate average salary by contribution assumption: employee only about $47,775 at 4% or $31,850 at 6%; with 50% employer match about $31,850 at 4% or $21,233 at 6%; with 100% employer match about $23,888 at 4% or $15,925 at 6%. |
| Michels & Waldron 401K Plan | - | 11 | $321,005 | $21,021 | $1,911iApproximate average salary by contribution assumption: employee only about $47,775 at 4% or $31,850 at 6%; with 50% employer match about $31,850 at 4% or $21,233 at 6%; with 100% employer match about $23,888 at 4% or $15,925 at 6%. |
| 2009 | 1 | 11 | $263,232 | $40,935 | $3,721iApproximate average salary by contribution assumption: employee only about $93,034 at 4% or $62,023 at 6%; with 50% employer match about $62,023 at 4% or $41,348 at 6%; with 100% employer match about $46,517 at 4% or $31,011 at 6%. |
| Michels & Waldron 401K Plan | - | 11 | $263,232 | $40,935 | $3,721iApproximate average salary by contribution assumption: employee only about $93,034 at 4% or $62,023 at 6%; with 50% employer match about $62,023 at 4% or $41,348 at 6%; with 100% employer match about $46,517 at 4% or $31,011 at 6%. |
| 2008 | 1 | 14 | $250,015 | $77,517 | $5,537iApproximate average salary by contribution assumption: employee only about $138,423 at 4% or $92,282 at 6%; with 50% employer match about $92,282 at 4% or $61,521 at 6%; with 100% employer match about $69,212 at 4% or $46,141 at 6%. |
| Michels & Waldron 401K Plan | - | 14 | $250,015 | $77,517 | $5,537iApproximate average salary by contribution assumption: employee only about $138,423 at 4% or $92,282 at 6%; with 50% employer match about $92,282 at 4% or $61,521 at 6%; with 100% employer match about $69,212 at 4% or $46,141 at 6%. |
| 2007 | 1 | 15 | $292,665 | $210,375 | $14,025iApproximate average salary by contribution assumption: employee only about $350,625 at 4% or $233,750 at 6%; with 50% employer match about $233,750 at 4% or $155,833 at 6%; with 100% employer match about $175,313 at 4% or $116,875 at 6%. |
| Michels & Waldron 401K Plan | - | 15 | $292,665 | $210,375 | $14,025iApproximate average salary by contribution assumption: employee only about $350,625 at 4% or $233,750 at 6%; with 50% employer match about $233,750 at 4% or $155,833 at 6%; with 100% employer match about $175,313 at 4% or $116,875 at 6%. |
| 2006 | 1 | 18 | $88,389 | $54,633 | $3,035iApproximate average salary by contribution assumption: employee only about $75,879 at 4% or $50,586 at 6%; with 50% employer match about $50,586 at 4% or $33,724 at 6%; with 100% employer match about $37,940 at 4% or $25,293 at 6%. |
| Michels & Waldron 401K Plan | - | 18 | $88,389 | $54,633 | $3,035iApproximate average salary by contribution assumption: employee only about $75,879 at 4% or $50,586 at 6%; with 50% employer match about $50,586 at 4% or $33,724 at 6%; with 100% employer match about $37,940 at 4% or $25,293 at 6%. |
| 2005 | 1 | 18 | $25,407 | $25,386 | $1,410iApproximate average salary by contribution assumption: employee only about $35,258 at 4% or $23,506 at 6%; with 50% employer match about $23,506 at 4% or $15,670 at 6%; with 100% employer match about $17,629 at 4% or $11,753 at 6%. |
| Michels & Waldron 401K Plan | - | 18 | $25,407 | $25,386 | $1,410iApproximate average salary by contribution assumption: employee only about $35,258 at 4% or $23,506 at 6%; with 50% employer match about $23,506 at 4% or $15,670 at 6%; with 100% employer match about $17,629 at 4% or $11,753 at 6%. |