Civic Intelligence

Waldron Wealth Management LLC

Plan context: Waldron Wealth Management LLC 401K Psp

EIN 25-1846652 • Bridgeville, PA • 7 filings • 3 plans

1150 Old Pond Rd.Bridgeville, PA 15017
Current Snapshot

Latest Year

2009

2009 Participants

16

2009 Assets

$1,281,713

2009 Contributions

$225,837

Historical Graphs

Total Assets Over Time

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

$1,281,713$640,857$0200320062009YearValue
$1,281,713Latest year 2009

Participants Over Time

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

1790200320062009YearValue
16Latest year 2009

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
2009116$1,281,713$225,837$14,115iApproximate average salary by contribution assumption: employee only about $352,870 at 4% or $235,247 at 6%; with 50% employer match about $235,247 at 4% or $156,831 at 6%; with 100% employer match about $176,435 at 4% or $117,623 at 6%.
Waldron Wealth Management LLC 401K Psp-16$1,281,713$225,837$14,115iApproximate average salary by contribution assumption: employee only about $352,870 at 4% or $235,247 at 6%; with 50% employer match about $235,247 at 4% or $156,831 at 6%; with 100% employer match about $176,435 at 4% or $117,623 at 6%.
2008117$827,520$211,752$12,456iApproximate average salary by contribution assumption: employee only about $311,400 at 4% or $207,600 at 6%; with 50% employer match about $207,600 at 4% or $138,400 at 6%; with 100% employer match about $155,700 at 4% or $103,800 at 6%.
Waldron Wealth Management LLC 401K Psp-17$827,520$211,752$12,456iApproximate average salary by contribution assumption: employee only about $311,400 at 4% or $207,600 at 6%; with 50% employer match about $207,600 at 4% or $138,400 at 6%; with 100% employer match about $155,700 at 4% or $103,800 at 6%.
2007114$916,836$174,499$12,464iApproximate average salary by contribution assumption: employee only about $311,605 at 4% or $207,737 at 6%; with 50% employer match about $207,737 at 4% or $138,491 at 6%; with 100% employer match about $155,803 at 4% or $103,868 at 6%.
Waldron Wealth Management LLC 401K Psp-14$916,836$174,499$12,464iApproximate average salary by contribution assumption: employee only about $311,605 at 4% or $207,737 at 6%; with 50% employer match about $207,737 at 4% or $138,491 at 6%; with 100% employer match about $155,803 at 4% or $103,868 at 6%.
2006113$704,770$204,827$15,756iApproximate average salary by contribution assumption: employee only about $393,898 at 4% or $262,599 at 6%; with 50% employer match about $262,599 at 4% or $175,066 at 6%; with 100% employer match about $196,949 at 4% or $131,299 at 6%.
Waldron Wealth Management LLC 401K Psp-13$704,770$204,827$15,756iApproximate average salary by contribution assumption: employee only about $393,898 at 4% or $262,599 at 6%; with 50% employer match about $262,599 at 4% or $175,066 at 6%; with 100% employer match about $196,949 at 4% or $131,299 at 6%.
2005110$432,902$129,017$12,902iApproximate average salary by contribution assumption: employee only about $322,543 at 4% or $215,028 at 6%; with 50% employer match about $215,028 at 4% or $143,352 at 6%; with 100% employer match about $161,271 at 4% or $107,514 at 6%.
Waldron Wealth Management LLC 401K Psp-10$432,902$129,017$12,902iApproximate average salary by contribution assumption: employee only about $322,543 at 4% or $215,028 at 6%; with 50% employer match about $215,028 at 4% or $143,352 at 6%; with 100% employer match about $161,271 at 4% or $107,514 at 6%.
200418$283,775$93,792$11,724iApproximate average salary by contribution assumption: employee only about $293,100 at 4% or $195,400 at 6%; with 50% employer match about $195,400 at 4% or $130,267 at 6%; with 100% employer match about $146,550 at 4% or $97,700 at 6%.
Waldron Wealth Management LLC 401K Psp-8$283,775$93,792$11,724iApproximate average salary by contribution assumption: employee only about $293,100 at 4% or $195,400 at 6%; with 50% employer match about $195,400 at 4% or $130,267 at 6%; with 100% employer match about $146,550 at 4% or $97,700 at 6%.
2003111$163,672$150,295$13,663iApproximate average salary by contribution assumption: employee only about $341,580 at 4% or $227,720 at 6%; with 50% employer match about $227,720 at 4% or $151,813 at 6%; with 100% employer match about $170,790 at 4% or $113,860 at 6%.
Waldron Wealth Management LLC 401K Psp-11$163,672$150,295$13,663iApproximate average salary by contribution assumption: employee only about $341,580 at 4% or $227,720 at 6%; with 50% employer match about $227,720 at 4% or $151,813 at 6%; with 100% employer match about $170,790 at 4% or $113,860 at 6%.