Civic Intelligence

Waldrep Stewart & Kendrick LLC

Plan context: Waldrep Stewart & Kendrick LLC 401(K) Profit Sharing Plan

EIN 20-3969738 • Homewood, AL • 16 filings • 3 plans

2850 19th St South Ste 370Homewood, AL 35209
Current Snapshot

Latest Year

2021

2021 Participants

10

2021 Assets

$2,685,900

2021 Contributions

$42,009

Historical Graphs

Total Assets Over Time

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

$3,213,711$1,606,856$0200620132020YearValue
$2,685,900Latest year 2020

Participants Over Time

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

33170200620132020YearValue
10Latest year 2020

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
202110$0$0-
Waldrep Stewart & Kendrick LLC 401(K) Profit Sharing Plan-0$0$0-
2020110$2,685,900$42,009$4,201iApproximate average salary by contribution assumption: employee only about $105,022 at 4% or $70,015 at 6%; with 50% employer match about $70,015 at 4% or $46,677 at 6%; with 100% employer match about $52,511 at 4% or $35,008 at 6%.
Waldrep Stewart & Kendrick LLC 401(K) Profit Sharing Plan-10$2,685,900$42,009$4,201iApproximate average salary by contribution assumption: employee only about $105,022 at 4% or $70,015 at 6%; with 50% employer match about $70,015 at 4% or $46,677 at 6%; with 100% employer match about $52,511 at 4% or $35,008 at 6%.
2019113$2,443,008$45,913$3,532iApproximate average salary by contribution assumption: employee only about $88,294 at 4% or $58,863 at 6%; with 50% employer match about $58,863 at 4% or $39,242 at 6%; with 100% employer match about $44,147 at 4% or $29,431 at 6%.
Waldrep Stewart & Kendrick LLC 401(K) Profit Sharing Plan-13$2,443,008$45,913$3,532iApproximate average salary by contribution assumption: employee only about $88,294 at 4% or $58,863 at 6%; with 50% employer match about $58,863 at 4% or $39,242 at 6%; with 100% employer match about $44,147 at 4% or $29,431 at 6%.
2018114$3,174,204$105,720$7,551iApproximate average salary by contribution assumption: employee only about $188,786 at 4% or $125,857 at 6%; with 50% employer match about $125,857 at 4% or $83,905 at 6%; with 100% employer match about $94,393 at 4% or $62,929 at 6%.
Waldrep Stewart & Kendrick LLC 401(K) Profit Sharing Plan-14$3,174,204$105,720$7,551iApproximate average salary by contribution assumption: employee only about $188,786 at 4% or $125,857 at 6%; with 50% employer match about $125,857 at 4% or $83,905 at 6%; with 100% employer match about $94,393 at 4% or $62,929 at 6%.
2017115$3,213,711$119,432$7,962iApproximate average salary by contribution assumption: employee only about $199,053 at 4% or $132,702 at 6%; with 50% employer match about $132,702 at 4% or $88,468 at 6%; with 100% employer match about $99,527 at 4% or $66,351 at 6%.
Waldrep Stewart & Kendrick LLC 401(K) Profit Sharing Plan-15$3,213,711$119,432$7,962iApproximate average salary by contribution assumption: employee only about $199,053 at 4% or $132,702 at 6%; with 50% employer match about $132,702 at 4% or $88,468 at 6%; with 100% employer match about $99,527 at 4% or $66,351 at 6%.
2016117$2,732,904$126,057$7,415iApproximate average salary by contribution assumption: employee only about $185,378 at 4% or $123,585 at 6%; with 50% employer match about $123,585 at 4% or $82,390 at 6%; with 100% employer match about $92,689 at 4% or $61,793 at 6%.
Waldrep Stewart & Kendrick LLC 401(K) Profit Sharing Plan-17$2,732,904$126,057$7,415iApproximate average salary by contribution assumption: employee only about $185,378 at 4% or $123,585 at 6%; with 50% employer match about $123,585 at 4% or $82,390 at 6%; with 100% employer match about $92,689 at 4% or $61,793 at 6%.
2015120$2,694,010$161,652$8,083iApproximate average salary by contribution assumption: employee only about $202,065 at 4% or $134,710 at 6%; with 50% employer match about $134,710 at 4% or $89,807 at 6%; with 100% employer match about $101,033 at 4% or $67,355 at 6%.
Waldrep Stewart & Kendrick LLC 401(K) Profit Sharing Plan-20$2,694,010$161,652$8,083iApproximate average salary by contribution assumption: employee only about $202,065 at 4% or $134,710 at 6%; with 50% employer match about $134,710 at 4% or $89,807 at 6%; with 100% employer match about $101,033 at 4% or $67,355 at 6%.
2014121$2,613,793$213,054$10,145iApproximate average salary by contribution assumption: employee only about $253,636 at 4% or $169,090 at 6%; with 50% employer match about $169,090 at 4% or $112,727 at 6%; with 100% employer match about $126,818 at 4% or $84,545 at 6%.
Waldrep Stewart & Kendrick LLC 401(K) Profit Sharing Plan-21$2,613,793$213,054$10,145iApproximate average salary by contribution assumption: employee only about $253,636 at 4% or $169,090 at 6%; with 50% employer match about $169,090 at 4% or $112,727 at 6%; with 100% employer match about $126,818 at 4% or $84,545 at 6%.
2013121$2,282,246$100,640$4,792iApproximate average salary by contribution assumption: employee only about $119,810 at 4% or $79,873 at 6%; with 50% employer match about $79,873 at 4% or $53,249 at 6%; with 100% employer match about $59,905 at 4% or $39,937 at 6%.
Waldrep Stewart & Kendrick LLC 401(K) Profit Sharing Plan-21$2,282,246$100,640$4,792iApproximate average salary by contribution assumption: employee only about $119,810 at 4% or $79,873 at 6%; with 50% employer match about $79,873 at 4% or $53,249 at 6%; with 100% employer match about $59,905 at 4% or $39,937 at 6%.
2012124$2,188,058$95,644$3,985iApproximate average salary by contribution assumption: employee only about $99,629 at 4% or $66,419 at 6%; with 50% employer match about $66,419 at 4% or $44,280 at 6%; with 100% employer match about $49,815 at 4% or $33,210 at 6%.
Waldrep Stewart & Kendrick LLC 401(K) Profit Sharing Plan-24$2,188,058$95,644$3,985iApproximate average salary by contribution assumption: employee only about $99,629 at 4% or $66,419 at 6%; with 50% employer match about $66,419 at 4% or $44,280 at 6%; with 100% employer match about $49,815 at 4% or $33,210 at 6%.
2011126$1,936,187$150,347$5,783iApproximate average salary by contribution assumption: employee only about $144,564 at 4% or $96,376 at 6%; with 50% employer match about $96,376 at 4% or $64,251 at 6%; with 100% employer match about $72,282 at 4% or $48,188 at 6%.
Waldrep Stewart & Kendrick LLC 401(K) Profit Sharing Plan-26$1,936,187$150,347$5,783iApproximate average salary by contribution assumption: employee only about $144,564 at 4% or $96,376 at 6%; with 50% employer match about $96,376 at 4% or $64,251 at 6%; with 100% employer match about $72,282 at 4% or $48,188 at 6%.
2010128$2,044,412$97,295$3,475iApproximate average salary by contribution assumption: employee only about $86,871 at 4% or $57,914 at 6%; with 50% employer match about $57,914 at 4% or $38,609 at 6%; with 100% employer match about $43,435 at 4% or $28,957 at 6%.
Waldrep Stewart & Kendrick LLC 401(K) Profit Sharing Plan-28$2,044,412$97,295$3,475iApproximate average salary by contribution assumption: employee only about $86,871 at 4% or $57,914 at 6%; with 50% employer match about $57,914 at 4% or $38,609 at 6%; with 100% employer match about $43,435 at 4% or $28,957 at 6%.
2009130$1,832,602$127,682$4,256iApproximate average salary by contribution assumption: employee only about $106,402 at 4% or $70,934 at 6%; with 50% employer match about $70,934 at 4% or $47,290 at 6%; with 100% employer match about $53,201 at 4% or $35,467 at 6%.
Waldrep Stewart & Kendrick LLC 401(K) Profit Sharing Plan-30$1,832,602$127,682$4,256iApproximate average salary by contribution assumption: employee only about $106,402 at 4% or $70,934 at 6%; with 50% employer match about $70,934 at 4% or $47,290 at 6%; with 100% employer match about $53,201 at 4% or $35,467 at 6%.
2008133$1,376,436$211,615$6,413iApproximate average salary by contribution assumption: employee only about $160,314 at 4% or $106,876 at 6%; with 50% employer match about $106,876 at 4% or $71,251 at 6%; with 100% employer match about $80,157 at 4% or $53,438 at 6%.
Waldrep Stewart & Kendrick LLC 401(K) Profit Sharing Plan-33$1,376,436$211,615$6,413iApproximate average salary by contribution assumption: employee only about $160,314 at 4% or $106,876 at 6%; with 50% employer match about $106,876 at 4% or $71,251 at 6%; with 100% employer match about $80,157 at 4% or $53,438 at 6%.
2007130$1,773,745$189,519$6,317iApproximate average salary by contribution assumption: employee only about $157,933 at 4% or $105,288 at 6%; with 50% employer match about $105,288 at 4% or $70,192 at 6%; with 100% employer match about $78,966 at 4% or $52,644 at 6%.
Waldrep Stewart & Kendrick LLC 401(K) Profit Sharing Plan-30$1,773,745$189,519$6,317iApproximate average salary by contribution assumption: employee only about $157,933 at 4% or $105,288 at 6%; with 50% employer match about $105,288 at 4% or $70,192 at 6%; with 100% employer match about $78,966 at 4% or $52,644 at 6%.
2006123$1,469,416$150,426$6,540iApproximate average salary by contribution assumption: employee only about $163,507 at 4% or $109,004 at 6%; with 50% employer match about $109,004 at 4% or $72,670 at 6%; with 100% employer match about $81,753 at 4% or $54,502 at 6%.
Waldrep Stewart & Kendrick LLC 401(K) Profit Sharing Plan-23$1,469,416$150,426$6,540iApproximate average salary by contribution assumption: employee only about $163,507 at 4% or $109,004 at 6%; with 50% employer match about $109,004 at 4% or $72,670 at 6%; with 100% employer match about $81,753 at 4% or $54,502 at 6%.