Civic Intelligence

Watters Financial Services LLC

Plan context: Watters Financial Services LLC 401(K) Plan

EIN 26-0294463 • Paramus, NJ • 14 filings • 2 plans

16 Arcadian AvenueSuite C4Paramus, NJ 07652
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$2,366,243

2024 Contributions

$110,195

Historical Graphs

Total Assets Over Time

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

$2,726,930$1,363,465$0201120172023YearValue
$2,366,243Latest year 2023

Participants Over Time

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

420201120172023YearValue
3Latest year 2023

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
202410$0$110,195-
Watters Financial Services LLC 401(K) Plan-0$0$110,195-
202313$2,366,243$150,317$50,106iApproximate average salary by contribution assumption: employee only about $1,252,642 at 4% or $835,094 at 6%; with 50% employer match about $835,094 at 4% or $556,730 at 6%; with 100% employer match about $626,321 at 4% or $417,547 at 6%.
Watters Financial Services LLC 401(K) Plan-3$2,366,243$150,317$50,106iApproximate average salary by contribution assumption: employee only about $1,252,642 at 4% or $835,094 at 6%; with 50% employer match about $835,094 at 4% or $556,730 at 6%; with 100% employer match about $626,321 at 4% or $417,547 at 6%.
202213$1,872,264$138,616$46,205iApproximate average salary by contribution assumption: employee only about $1,155,133 at 4% or $770,089 at 6%; with 50% employer match about $770,089 at 4% or $513,393 at 6%; with 100% employer match about $577,567 at 4% or $385,044 at 6%.
Watters Financial Services LLC 401(K) Plan-3$1,872,264$138,616$46,205iApproximate average salary by contribution assumption: employee only about $1,155,133 at 4% or $770,089 at 6%; with 50% employer match about $770,089 at 4% or $513,393 at 6%; with 100% employer match about $577,567 at 4% or $385,044 at 6%.
202113$2,726,930$130,141$43,380iApproximate average salary by contribution assumption: employee only about $1,084,508 at 4% or $723,006 at 6%; with 50% employer match about $723,006 at 4% or $482,004 at 6%; with 100% employer match about $542,254 at 4% or $361,503 at 6%.
Watters Financial Services LLC 401(K) Plan-3$2,726,930$130,141$43,380iApproximate average salary by contribution assumption: employee only about $1,084,508 at 4% or $723,006 at 6%; with 50% employer match about $723,006 at 4% or $482,004 at 6%; with 100% employer match about $542,254 at 4% or $361,503 at 6%.
202013$2,263,367$128,037$42,679iApproximate average salary by contribution assumption: employee only about $1,066,975 at 4% or $711,317 at 6%; with 50% employer match about $711,317 at 4% or $474,211 at 6%; with 100% employer match about $533,488 at 4% or $355,658 at 6%.
Watters Financial Services LLC 401(K) Plan-3$2,263,367$128,037$42,679iApproximate average salary by contribution assumption: employee only about $1,066,975 at 4% or $711,317 at 6%; with 50% employer match about $711,317 at 4% or $474,211 at 6%; with 100% employer match about $533,488 at 4% or $355,658 at 6%.
201913$1,781,936$108,278$36,093iApproximate average salary by contribution assumption: employee only about $902,317 at 4% or $601,544 at 6%; with 50% employer match about $601,544 at 4% or $401,030 at 6%; with 100% employer match about $451,158 at 4% or $300,772 at 6%.
Watters Financial Services LLC 401(K) Plan-3$1,781,936$108,278$36,093iApproximate average salary by contribution assumption: employee only about $902,317 at 4% or $601,544 at 6%; with 50% employer match about $601,544 at 4% or $401,030 at 6%; with 100% employer match about $451,158 at 4% or $300,772 at 6%.
201814$1,390,406$95,813$23,953iApproximate average salary by contribution assumption: employee only about $598,831 at 4% or $399,221 at 6%; with 50% employer match about $399,221 at 4% or $266,147 at 6%; with 100% employer match about $299,416 at 4% or $199,610 at 6%.
Watters Financial Services LLC 401(K) Plan-4$1,390,406$95,813$23,953iApproximate average salary by contribution assumption: employee only about $598,831 at 4% or $399,221 at 6%; with 50% employer match about $399,221 at 4% or $266,147 at 6%; with 100% employer match about $299,416 at 4% or $199,610 at 6%.
201714$1,391,212$87,851$21,963iApproximate average salary by contribution assumption: employee only about $549,069 at 4% or $366,046 at 6%; with 50% employer match about $366,046 at 4% or $244,031 at 6%; with 100% employer match about $274,534 at 4% or $183,023 at 6%.
Watters Financial Services LLC 401(K) Plan-4$1,391,212$87,851$21,963iApproximate average salary by contribution assumption: employee only about $549,069 at 4% or $366,046 at 6%; with 50% employer match about $366,046 at 4% or $244,031 at 6%; with 100% employer match about $274,534 at 4% or $183,023 at 6%.
201614$1,092,191$72,254$18,064iApproximate average salary by contribution assumption: employee only about $451,588 at 4% or $301,058 at 6%; with 50% employer match about $301,058 at 4% or $200,706 at 6%; with 100% employer match about $225,794 at 4% or $150,529 at 6%.
Watters Financial Services LLC 401(K) Plan-4$1,092,191$72,254$18,064iApproximate average salary by contribution assumption: employee only about $451,588 at 4% or $301,058 at 6%; with 50% employer match about $301,058 at 4% or $200,706 at 6%; with 100% employer match about $225,794 at 4% or $150,529 at 6%.
201514$944,584$84,978$21,245iApproximate average salary by contribution assumption: employee only about $531,113 at 4% or $354,075 at 6%; with 50% employer match about $354,075 at 4% or $236,050 at 6%; with 100% employer match about $265,556 at 4% or $177,038 at 6%.
Watters Financial Services LLC 401(K) Plan-4$944,584$84,978$21,245iApproximate average salary by contribution assumption: employee only about $531,113 at 4% or $354,075 at 6%; with 50% employer match about $354,075 at 4% or $236,050 at 6%; with 100% employer match about $265,556 at 4% or $177,038 at 6%.
201413$980,607$77,196$25,732iApproximate average salary by contribution assumption: employee only about $643,300 at 4% or $428,867 at 6%; with 50% employer match about $428,867 at 4% or $285,911 at 6%; with 100% employer match about $321,650 at 4% or $214,433 at 6%.
Watters Financial Services LLC 401(K) Plan-3$980,607$77,196$25,732iApproximate average salary by contribution assumption: employee only about $643,300 at 4% or $428,867 at 6%; with 50% employer match about $428,867 at 4% or $285,911 at 6%; with 100% employer match about $321,650 at 4% or $214,433 at 6%.
201313$846,045$76,556$25,519iApproximate average salary by contribution assumption: employee only about $637,967 at 4% or $425,311 at 6%; with 50% employer match about $425,311 at 4% or $283,541 at 6%; with 100% employer match about $318,983 at 4% or $212,656 at 6%.
Watters Financial Services LLC 401(K) Plan-3$846,045$76,556$25,519iApproximate average salary by contribution assumption: employee only about $637,967 at 4% or $425,311 at 6%; with 50% employer match about $425,311 at 4% or $283,541 at 6%; with 100% employer match about $318,983 at 4% or $212,656 at 6%.
201213$664,374$528,016$176,005iApproximate average salary by contribution assumption: employee only about $4,400,133 at 4% or $2,933,422 at 6%; with 50% employer match about $2,933,422 at 4% or $1,955,615 at 6%; with 100% employer match about $2,200,067 at 4% or $1,466,711 at 6%.
Watters Financial Services LLC 401(K) Plan-3$664,374$528,016$176,005iApproximate average salary by contribution assumption: employee only about $4,400,133 at 4% or $2,933,422 at 6%; with 50% employer match about $2,933,422 at 4% or $1,955,615 at 6%; with 100% employer match about $2,200,067 at 4% or $1,466,711 at 6%.
201113$71,104$71,831$23,944iApproximate average salary by contribution assumption: employee only about $598,592 at 4% or $399,061 at 6%; with 50% employer match about $399,061 at 4% or $266,041 at 6%; with 100% employer match about $299,296 at 4% or $199,531 at 6%.
Watters Financial Services LLC 401(K) Plan-3$71,104$71,831$23,944iApproximate average salary by contribution assumption: employee only about $598,592 at 4% or $399,061 at 6%; with 50% employer match about $399,061 at 4% or $266,041 at 6%; with 100% employer match about $299,296 at 4% or $199,531 at 6%.