Civic Intelligence

Waterford Advisors LLC

Plan context: Waterford Advisors LLC 401(K) Profit Sharing Plan

EIN 20-1941478 • Orchard Park, NY • 20 filings • 2 plans

3858 North Buffalo Road Suite 2Orchard Park, NY 14127
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$1,280,908

2024 Contributions

$278,857

Historical Graphs

Total Assets Over Time

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

$3,090,451$1,545,226$0200520152024YearValue
$1,280,908Latest year 2024

Participants Over Time

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

1050200520152024YearValue
9Latest 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
202419$1,280,908$278,857$30,984iApproximate average salary by contribution assumption: employee only about $774,603 at 4% or $516,402 at 6%; with 50% employer match about $516,402 at 4% or $344,268 at 6%; with 100% employer match about $387,301 at 4% or $258,201 at 6%.
Waterford Advisors LLC 401(K) Profit Sharing Plan-9$1,280,908$278,857$30,984iApproximate average salary by contribution assumption: employee only about $774,603 at 4% or $516,402 at 6%; with 50% employer match about $516,402 at 4% or $344,268 at 6%; with 100% employer match about $387,301 at 4% or $258,201 at 6%.
202319$3,090,451$214,521$23,836iApproximate average salary by contribution assumption: employee only about $595,892 at 4% or $397,261 at 6%; with 50% employer match about $397,261 at 4% or $264,841 at 6%; with 100% employer match about $297,946 at 4% or $198,631 at 6%.
Waterford Advisors LLC 401(K) Profit Sharing Plan-9$3,090,451$214,521$23,836iApproximate average salary by contribution assumption: employee only about $595,892 at 4% or $397,261 at 6%; with 50% employer match about $397,261 at 4% or $264,841 at 6%; with 100% employer match about $297,946 at 4% or $198,631 at 6%.
2022110$2,460,226$245,139$24,514iApproximate average salary by contribution assumption: employee only about $612,848 at 4% or $408,565 at 6%; with 50% employer match about $408,565 at 4% or $272,377 at 6%; with 100% employer match about $306,424 at 4% or $204,283 at 6%.
Waterford Advisors LLC 401(K) Profit Sharing Plan-10$2,460,226$245,139$24,514iApproximate average salary by contribution assumption: employee only about $612,848 at 4% or $408,565 at 6%; with 50% employer match about $408,565 at 4% or $272,377 at 6%; with 100% employer match about $306,424 at 4% or $204,283 at 6%.
202119$2,695,512$161,168$17,908iApproximate average salary by contribution assumption: employee only about $447,689 at 4% or $298,459 at 6%; with 50% employer match about $298,459 at 4% or $198,973 at 6%; with 100% employer match about $223,844 at 4% or $149,230 at 6%.
Waterford Advisors LLC 401(K) Profit Sharing Plan-9$2,695,512$161,168$17,908iApproximate average salary by contribution assumption: employee only about $447,689 at 4% or $298,459 at 6%; with 50% employer match about $298,459 at 4% or $198,973 at 6%; with 100% employer match about $223,844 at 4% or $149,230 at 6%.
202019$2,253,236$151,125$16,792iApproximate average salary by contribution assumption: employee only about $419,792 at 4% or $279,861 at 6%; with 50% employer match about $279,861 at 4% or $186,574 at 6%; with 100% employer match about $209,896 at 4% or $139,931 at 6%.
Waterford Advisors LLC 401(K) Profit Sharing Plan-9$2,253,236$151,125$16,792iApproximate average salary by contribution assumption: employee only about $419,792 at 4% or $279,861 at 6%; with 50% employer match about $279,861 at 4% or $186,574 at 6%; with 100% employer match about $209,896 at 4% or $139,931 at 6%.
201919$1,791,813$140,967$15,663iApproximate average salary by contribution assumption: employee only about $391,575 at 4% or $261,050 at 6%; with 50% employer match about $261,050 at 4% or $174,033 at 6%; with 100% employer match about $195,788 at 4% or $130,525 at 6%.
Waterford Advisors LLC 401(K) Profit Sharing Plan-9$1,791,813$140,967$15,663iApproximate average salary by contribution assumption: employee only about $391,575 at 4% or $261,050 at 6%; with 50% employer match about $261,050 at 4% or $174,033 at 6%; with 100% employer match about $195,788 at 4% or $130,525 at 6%.
201818$1,368,214$109,373$13,672iApproximate average salary by contribution assumption: employee only about $341,791 at 4% or $227,860 at 6%; with 50% employer match about $227,860 at 4% or $151,907 at 6%; with 100% employer match about $170,895 at 4% or $113,930 at 6%.
Waterford Advisors LLC 401(K) Profit Sharing Plan-8$1,368,214$109,373$13,672iApproximate average salary by contribution assumption: employee only about $341,791 at 4% or $227,860 at 6%; with 50% employer match about $227,860 at 4% or $151,907 at 6%; with 100% employer match about $170,895 at 4% or $113,930 at 6%.
201715$1,363,666$84,885$16,977iApproximate average salary by contribution assumption: employee only about $424,425 at 4% or $282,950 at 6%; with 50% employer match about $282,950 at 4% or $188,633 at 6%; with 100% employer match about $212,213 at 4% or $141,475 at 6%.
Waterford Advisors LLC 401(K) Profit Sharing Plan-5$1,363,666$84,885$16,977iApproximate average salary by contribution assumption: employee only about $424,425 at 4% or $282,950 at 6%; with 50% employer match about $282,950 at 4% or $188,633 at 6%; with 100% employer match about $212,213 at 4% or $141,475 at 6%.
201615$1,168,453$94,068$18,814iApproximate average salary by contribution assumption: employee only about $470,340 at 4% or $313,560 at 6%; with 50% employer match about $313,560 at 4% or $209,040 at 6%; with 100% employer match about $235,170 at 4% or $156,780 at 6%.
Waterford Advisors LLC 401(K) Profit Sharing Plan-5$1,168,453$94,068$18,814iApproximate average salary by contribution assumption: employee only about $470,340 at 4% or $313,560 at 6%; with 50% employer match about $313,560 at 4% or $209,040 at 6%; with 100% employer match about $235,170 at 4% or $156,780 at 6%.
201515$1,023,640$95,329$19,066iApproximate average salary by contribution assumption: employee only about $476,645 at 4% or $317,763 at 6%; with 50% employer match about $317,763 at 4% or $211,842 at 6%; with 100% employer match about $238,323 at 4% or $158,882 at 6%.
Waterford Advisors LLC 401(K) Profit Sharing Plan-5$1,023,640$95,329$19,066iApproximate average salary by contribution assumption: employee only about $476,645 at 4% or $317,763 at 6%; with 50% employer match about $317,763 at 4% or $211,842 at 6%; with 100% employer match about $238,323 at 4% or $158,882 at 6%.
201415$960,639$79,408$15,882iApproximate average salary by contribution assumption: employee only about $397,040 at 4% or $264,693 at 6%; with 50% employer match about $264,693 at 4% or $176,462 at 6%; with 100% employer match about $198,520 at 4% or $132,347 at 6%.
Waterford Advisors LLC 401(K) Profit Sharing Plan-5$960,639$79,408$15,882iApproximate average salary by contribution assumption: employee only about $397,040 at 4% or $264,693 at 6%; with 50% employer match about $264,693 at 4% or $176,462 at 6%; with 100% employer match about $198,520 at 4% or $132,347 at 6%.
201315$855,235$193,732$38,746iApproximate average salary by contribution assumption: employee only about $968,660 at 4% or $645,773 at 6%; with 50% employer match about $645,773 at 4% or $430,516 at 6%; with 100% employer match about $484,330 at 4% or $322,887 at 6%.
Waterford Advisors LLC 401(K) Profit Sharing Plan-5$855,235$193,732$38,746iApproximate average salary by contribution assumption: employee only about $968,660 at 4% or $645,773 at 6%; with 50% employer match about $645,773 at 4% or $430,516 at 6%; with 100% employer match about $484,330 at 4% or $322,887 at 6%.
201214$579,609$64,348$16,087iApproximate average salary by contribution assumption: employee only about $402,175 at 4% or $268,117 at 6%; with 50% employer match about $268,117 at 4% or $178,744 at 6%; with 100% employer match about $201,088 at 4% or $134,058 at 6%.
Waterford Advisors LLC 401(K) Profit Sharing Plan-4$579,609$64,348$16,087iApproximate average salary by contribution assumption: employee only about $402,175 at 4% or $268,117 at 6%; with 50% employer match about $268,117 at 4% or $178,744 at 6%; with 100% employer match about $201,088 at 4% or $134,058 at 6%.
201115$451,530$103,695$20,739iApproximate average salary by contribution assumption: employee only about $518,475 at 4% or $345,650 at 6%; with 50% employer match about $345,650 at 4% or $230,433 at 6%; with 100% employer match about $259,238 at 4% or $172,825 at 6%.
Waterford Advisors LLC 401(K) Profit Sharing Plan-5$451,530$103,695$20,739iApproximate average salary by contribution assumption: employee only about $518,475 at 4% or $345,650 at 6%; with 50% employer match about $345,650 at 4% or $230,433 at 6%; with 100% employer match about $259,238 at 4% or $172,825 at 6%.
201016$587,551$99,907$16,651iApproximate average salary by contribution assumption: employee only about $416,279 at 4% or $277,519 at 6%; with 50% employer match about $277,519 at 4% or $185,013 at 6%; with 100% employer match about $208,140 at 4% or $138,760 at 6%.
Waterford Advisors LLC 401(K) Profit Sharing Plan-6$587,551$99,907$16,651iApproximate average salary by contribution assumption: employee only about $416,279 at 4% or $277,519 at 6%; with 50% employer match about $277,519 at 4% or $185,013 at 6%; with 100% employer match about $208,140 at 4% or $138,760 at 6%.
200916$429,584$93,092$15,515iApproximate average salary by contribution assumption: employee only about $387,883 at 4% or $258,589 at 6%; with 50% employer match about $258,589 at 4% or $172,393 at 6%; with 100% employer match about $193,942 at 4% or $129,294 at 6%.
Waterford Advisors LLC 401(K) Profit Sharing Plan-6$429,584$93,092$15,515iApproximate average salary by contribution assumption: employee only about $387,883 at 4% or $258,589 at 6%; with 50% employer match about $258,589 at 4% or $172,393 at 6%; with 100% employer match about $193,942 at 4% or $129,294 at 6%.
200815$274,786$86,863$17,373iApproximate average salary by contribution assumption: employee only about $434,315 at 4% or $289,543 at 6%; with 50% employer match about $289,543 at 4% or $193,029 at 6%; with 100% employer match about $217,157 at 4% or $144,772 at 6%.
Waterford Advisors LLC 401(K) Profit Sharing Plan-5$274,786$86,863$17,373iApproximate average salary by contribution assumption: employee only about $434,315 at 4% or $289,543 at 6%; with 50% employer match about $289,543 at 4% or $193,029 at 6%; with 100% employer match about $217,157 at 4% or $144,772 at 6%.
200714$0$0-
Waterford Advisors LLC 401(K) Profit Sharing Plan-4---
200613$184,248$43,613$14,538iApproximate average salary by contribution assumption: employee only about $363,442 at 4% or $242,294 at 6%; with 50% employer match about $242,294 at 4% or $161,530 at 6%; with 100% employer match about $181,721 at 4% or $121,147 at 6%.
Waterford Advisors LLC 401(K) Profit Sharing Plan-3$184,248$43,613$14,538iApproximate average salary by contribution assumption: employee only about $363,442 at 4% or $242,294 at 6%; with 50% employer match about $242,294 at 4% or $161,530 at 6%; with 100% employer match about $181,721 at 4% or $121,147 at 6%.
200513$153,601$142,988$47,663iApproximate average salary by contribution assumption: employee only about $1,191,567 at 4% or $794,378 at 6%; with 50% employer match about $794,378 at 4% or $529,585 at 6%; with 100% employer match about $595,783 at 4% or $397,189 at 6%.
Waterford Advisors LLC 401(K) Profit Sharing Plan-3$153,601$142,988$47,663iApproximate average salary by contribution assumption: employee only about $1,191,567 at 4% or $794,378 at 6%; with 50% employer match about $794,378 at 4% or $529,585 at 6%; with 100% employer match about $595,783 at 4% or $397,189 at 6%.