Civic Intelligence

Watermark Capital Inc

Plan context: Watermark Capital Inc 401(K) Profit Sharing Plan & Trust

EIN 20-4255880 • Irvine, CA • 16 filings • 7 plans

100 Spectrum Center Dr Ste 150Irvine, CA 92618-4964
Current Snapshot

Latest Year

2024

2024 Participants

102

2024 Assets

$8,823,983

2024 Contributions

$672,292

Historical Graphs

Total Assets Over Time

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

$8,823,983$4,411,992$0200920172024YearValue
$8,823,983Latest year 2024

Participants Over Time

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

2121060200920172024YearValue
102Latest 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
20241102$8,823,983$672,292$6,591iApproximate average salary by contribution assumption: employee only about $164,777 at 4% or $109,852 at 6%; with 50% employer match about $109,852 at 4% or $73,234 at 6%; with 100% employer match about $82,389 at 4% or $54,926 at 6%.
Watermark Capital Inc 401(K) Profit Sharing Plan & Trust-102$8,823,983$672,292$6,591iApproximate average salary by contribution assumption: employee only about $164,777 at 4% or $109,852 at 6%; with 50% employer match about $109,852 at 4% or $73,234 at 6%; with 100% employer match about $82,389 at 4% or $54,926 at 6%.
20231106$7,430,726$900,150$8,492iApproximate average salary by contribution assumption: employee only about $212,300 at 4% or $141,533 at 6%; with 50% employer match about $141,533 at 4% or $94,355 at 6%; with 100% employer match about $106,150 at 4% or $70,767 at 6%.
Watermark Capital Inc 401(K) Profit Sharing Plan & Trust-106$7,430,726$900,150$8,492iApproximate average salary by contribution assumption: employee only about $212,300 at 4% or $141,533 at 6%; with 50% employer match about $141,533 at 4% or $94,355 at 6%; with 100% employer match about $106,150 at 4% or $70,767 at 6%.
2022177$6,364,944$1,661,299$21,575iApproximate average salary by contribution assumption: employee only about $539,383 at 4% or $359,589 at 6%; with 50% employer match about $359,589 at 4% or $239,726 at 6%; with 100% employer match about $269,691 at 4% or $179,794 at 6%.
Watermark Capital Inc 401(K) Profit Sharing Plan & Trust-77$6,364,944$1,661,299$21,575iApproximate average salary by contribution assumption: employee only about $539,383 at 4% or $359,589 at 6%; with 50% employer match about $359,589 at 4% or $239,726 at 6%; with 100% employer match about $269,691 at 4% or $179,794 at 6%.
20211212$7,420,217$1,847,531$8,715iApproximate average salary by contribution assumption: employee only about $217,869 at 4% or $145,246 at 6%; with 50% employer match about $145,246 at 4% or $96,831 at 6%; with 100% employer match about $108,935 at 4% or $72,623 at 6%.
Watermark Capital Inc 401(K) Profit Sharing Plan & Trust-212$7,420,217$1,847,531$8,715iApproximate average salary by contribution assumption: employee only about $217,869 at 4% or $145,246 at 6%; with 50% employer match about $145,246 at 4% or $96,831 at 6%; with 100% employer match about $108,935 at 4% or $72,623 at 6%.
20201192$4,888,477$1,108,264$5,772iApproximate average salary by contribution assumption: employee only about $144,305 at 4% or $96,203 at 6%; with 50% employer match about $96,203 at 4% or $64,136 at 6%; with 100% employer match about $72,153 at 4% or $48,102 at 6%.
Watermark Capital Inc 401(K) Profit Sharing Plan & Trust-192$4,888,477$1,108,264$5,772iApproximate average salary by contribution assumption: employee only about $144,305 at 4% or $96,203 at 6%; with 50% employer match about $96,203 at 4% or $64,136 at 6%; with 100% employer match about $72,153 at 4% or $48,102 at 6%.
20191115$3,229,207$719,273$6,255iApproximate average salary by contribution assumption: employee only about $156,364 at 4% or $104,242 at 6%; with 50% employer match about $104,242 at 4% or $69,495 at 6%; with 100% employer match about $78,182 at 4% or $52,121 at 6%.
Watermark Capital Inc 401(K) Profit Sharing Plan & Trust-115$3,229,207$719,273$6,255iApproximate average salary by contribution assumption: employee only about $156,364 at 4% or $104,242 at 6%; with 50% employer match about $104,242 at 4% or $69,495 at 6%; with 100% employer match about $78,182 at 4% or $52,121 at 6%.
2018199$2,078,658$933,024$9,424iApproximate average salary by contribution assumption: employee only about $235,612 at 4% or $157,075 at 6%; with 50% employer match about $157,075 at 4% or $104,716 at 6%; with 100% employer match about $117,806 at 4% or $78,537 at 6%.
Watermark Capital Inc 401(K) Profit Sharing Plan & Trust-99$2,078,658$933,024$9,424iApproximate average salary by contribution assumption: employee only about $235,612 at 4% or $157,075 at 6%; with 50% employer match about $157,075 at 4% or $104,716 at 6%; with 100% employer match about $117,806 at 4% or $78,537 at 6%.
20171100$1,718,519$383,559$3,836iApproximate average salary by contribution assumption: employee only about $95,890 at 4% or $63,927 at 6%; with 50% employer match about $63,927 at 4% or $42,618 at 6%; with 100% employer match about $47,945 at 4% or $31,963 at 6%.
Watermark Capital Inc 401(K) Profit Sharing Plan & Trust-100$1,718,519$383,559$3,836iApproximate average salary by contribution assumption: employee only about $95,890 at 4% or $63,927 at 6%; with 50% employer match about $63,927 at 4% or $42,618 at 6%; with 100% employer match about $47,945 at 4% or $31,963 at 6%.
2016193$1,080,948$177,473$1,908iApproximate average salary by contribution assumption: employee only about $47,708 at 4% or $31,805 at 6%; with 50% employer match about $31,805 at 4% or $21,203 at 6%; with 100% employer match about $23,854 at 4% or $15,903 at 6%.
Watermark Capital Inc 401(K) Profit Sharing Plan & Trust-93$1,080,948$177,473$1,908iApproximate average salary by contribution assumption: employee only about $47,708 at 4% or $31,805 at 6%; with 50% employer match about $31,805 at 4% or $21,203 at 6%; with 100% employer match about $23,854 at 4% or $15,903 at 6%.
2015118$880,239$188,296$10,461iApproximate average salary by contribution assumption: employee only about $261,522 at 4% or $174,348 at 6%; with 50% employer match about $174,348 at 4% or $116,232 at 6%; with 100% employer match about $130,761 at 4% or $87,174 at 6%.
Watermark Capital Inc 401(K) Profit Sharing Plan & Trust-18$880,239$188,296$10,461iApproximate average salary by contribution assumption: employee only about $261,522 at 4% or $174,348 at 6%; with 50% employer match about $174,348 at 4% or $116,232 at 6%; with 100% employer match about $130,761 at 4% or $87,174 at 6%.
2014118$708,112$148,491$8,250iApproximate average salary by contribution assumption: employee only about $206,238 at 4% or $137,492 at 6%; with 50% employer match about $137,492 at 4% or $91,661 at 6%; with 100% employer match about $103,119 at 4% or $68,746 at 6%.
Watermark Capital Inc 401(K) Profit Sharing Plan & Trust-18$708,112$148,491$8,250iApproximate average salary by contribution assumption: employee only about $206,238 at 4% or $137,492 at 6%; with 50% employer match about $137,492 at 4% or $91,661 at 6%; with 100% employer match about $103,119 at 4% or $68,746 at 6%.
2013117$587,354$174,249$10,250iApproximate average salary by contribution assumption: employee only about $256,249 at 4% or $170,832 at 6%; with 50% employer match about $170,832 at 4% or $113,888 at 6%; with 100% employer match about $128,124 at 4% or $85,416 at 6%.
Watermark Capital Inc 401(K) Profit Sharing Plan & Trust-17$587,354$174,249$10,250iApproximate average salary by contribution assumption: employee only about $256,249 at 4% or $170,832 at 6%; with 50% employer match about $170,832 at 4% or $113,888 at 6%; with 100% employer match about $128,124 at 4% or $85,416 at 6%.
2012112$403,092$133,677$11,140iApproximate average salary by contribution assumption: employee only about $278,494 at 4% or $185,663 at 6%; with 50% employer match about $185,663 at 4% or $123,775 at 6%; with 100% employer match about $139,247 at 4% or $92,831 at 6%.
Watermark Capital Inc 401(K) Profit Sharing Plan & Trust-12$403,092$133,677$11,140iApproximate average salary by contribution assumption: employee only about $278,494 at 4% or $185,663 at 6%; with 50% employer match about $185,663 at 4% or $123,775 at 6%; with 100% employer match about $139,247 at 4% or $92,831 at 6%.
201117$236,202$80,529$11,504iApproximate average salary by contribution assumption: employee only about $287,604 at 4% or $191,736 at 6%; with 50% employer match about $191,736 at 4% or $127,824 at 6%; with 100% employer match about $143,802 at 4% or $95,868 at 6%.
Watermark Capital Inc 401(K) Profit Sharing Plan & Trust-7$236,202$80,529$11,504iApproximate average salary by contribution assumption: employee only about $287,604 at 4% or $191,736 at 6%; with 50% employer match about $191,736 at 4% or $127,824 at 6%; with 100% employer match about $143,802 at 4% or $95,868 at 6%.
201013$179,743$128,807$42,936iApproximate average salary by contribution assumption: employee only about $1,073,392 at 4% or $715,594 at 6%; with 50% employer match about $715,594 at 4% or $477,063 at 6%; with 100% employer match about $536,696 at 4% or $357,797 at 6%.
Watermark Capital Inc 401(K) Profit Sharing Plan & Trust-3$179,743$128,807$42,936iApproximate average salary by contribution assumption: employee only about $1,073,392 at 4% or $715,594 at 6%; with 50% employer match about $715,594 at 4% or $477,063 at 6%; with 100% employer match about $536,696 at 4% or $357,797 at 6%.
200913$34,875$33,941$11,314iApproximate average salary by contribution assumption: employee only about $282,842 at 4% or $188,561 at 6%; with 50% employer match about $188,561 at 4% or $125,707 at 6%; with 100% employer match about $141,421 at 4% or $94,281 at 6%.
Watermark Capital Inc 401(K) Profit Sharing Plan & Trust-3$34,875$33,941$11,314iApproximate average salary by contribution assumption: employee only about $282,842 at 4% or $188,561 at 6%; with 50% employer match about $188,561 at 4% or $125,707 at 6%; with 100% employer match about $141,421 at 4% or $94,281 at 6%.