Civic Intelligence

Dr. Jeremy Waldman

Plan context: Dr. Waldman 401(K) Safe Harbor Plan

EIN 26-0498027 • Nashua, NH • 16 filings • 1 plans

17 Riverside StreetSuite 105Nashua, NH 03062
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$2,119,462

2024 Contributions

$108,995

Historical Graphs

Total Assets Over Time

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

$2,119,462$1,059,731$0200920172024YearValue
$2,119,462Latest year 2024

Participants Over Time

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

24120200920172024YearValue
15Latest 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
2024115$2,119,462$108,995$7,266iApproximate average salary by contribution assumption: employee only about $181,658 at 4% or $121,106 at 6%; with 50% employer match about $121,106 at 4% or $80,737 at 6%; with 100% employer match about $90,829 at 4% or $60,553 at 6%.
Dr. Waldman 401(K) Safe Harbor Plan-15$2,119,462$108,995$7,266iApproximate average salary by contribution assumption: employee only about $181,658 at 4% or $121,106 at 6%; with 50% employer match about $121,106 at 4% or $80,737 at 6%; with 100% employer match about $90,829 at 4% or $60,553 at 6%.
2023115$1,744,289$96,378$6,425iApproximate average salary by contribution assumption: employee only about $160,630 at 4% or $107,087 at 6%; with 50% employer match about $107,087 at 4% or $71,391 at 6%; with 100% employer match about $80,315 at 4% or $53,543 at 6%.
Dr. Waldman 401(K) Safe Harbor Plan-15$1,744,289$96,378$6,425iApproximate average salary by contribution assumption: employee only about $160,630 at 4% or $107,087 at 6%; with 50% employer match about $107,087 at 4% or $71,391 at 6%; with 100% employer match about $80,315 at 4% or $53,543 at 6%.
2022113$1,431,035$80,086$6,160iApproximate average salary by contribution assumption: employee only about $154,012 at 4% or $102,674 at 6%; with 50% employer match about $102,674 at 4% or $68,450 at 6%; with 100% employer match about $77,006 at 4% or $51,337 at 6%.
Dr. Waldman 401(K) Safe Harbor Plan-13$1,431,035$80,086$6,160iApproximate average salary by contribution assumption: employee only about $154,012 at 4% or $102,674 at 6%; with 50% employer match about $102,674 at 4% or $68,450 at 6%; with 100% employer match about $77,006 at 4% or $51,337 at 6%.
2021124$1,626,848$77,173$3,216iApproximate average salary by contribution assumption: employee only about $80,389 at 4% or $53,592 at 6%; with 50% employer match about $53,592 at 4% or $35,728 at 6%; with 100% employer match about $40,194 at 4% or $26,796 at 6%.
Dr. Waldman 401(K) Safe Harbor Plan-24$1,626,848$77,173$3,216iApproximate average salary by contribution assumption: employee only about $80,389 at 4% or $53,592 at 6%; with 50% employer match about $53,592 at 4% or $35,728 at 6%; with 100% employer match about $40,194 at 4% or $26,796 at 6%.
2020121$1,261,273$82,267$3,917iApproximate average salary by contribution assumption: employee only about $97,937 at 4% or $65,291 at 6%; with 50% employer match about $65,291 at 4% or $43,528 at 6%; with 100% employer match about $48,968 at 4% or $32,646 at 6%.
Dr. Waldman 401(K) Safe Harbor Plan-21$1,261,273$82,267$3,917iApproximate average salary by contribution assumption: employee only about $97,937 at 4% or $65,291 at 6%; with 50% employer match about $65,291 at 4% or $43,528 at 6%; with 100% employer match about $48,968 at 4% or $32,646 at 6%.
2019121$1,044,498$76,220$3,630iApproximate average salary by contribution assumption: employee only about $90,738 at 4% or $60,492 at 6%; with 50% employer match about $60,492 at 4% or $40,328 at 6%; with 100% employer match about $45,369 at 4% or $30,246 at 6%.
Dr. Waldman 401(K) Safe Harbor Plan-21$1,044,498$76,220$3,630iApproximate average salary by contribution assumption: employee only about $90,738 at 4% or $60,492 at 6%; with 50% employer match about $60,492 at 4% or $40,328 at 6%; with 100% employer match about $45,369 at 4% or $30,246 at 6%.
2018118$776,838$68,532$3,807iApproximate average salary by contribution assumption: employee only about $95,183 at 4% or $63,456 at 6%; with 50% employer match about $63,456 at 4% or $42,304 at 6%; with 100% employer match about $47,592 at 4% or $31,728 at 6%.
Dr. Waldman 401(K) Safe Harbor Plan-18$776,838$68,532$3,807iApproximate average salary by contribution assumption: employee only about $95,183 at 4% or $63,456 at 6%; with 50% employer match about $63,456 at 4% or $42,304 at 6%; with 100% employer match about $47,592 at 4% or $31,728 at 6%.
2017114$836,046$55,263$3,947iApproximate average salary by contribution assumption: employee only about $98,684 at 4% or $65,789 at 6%; with 50% employer match about $65,789 at 4% or $43,860 at 6%; with 100% employer match about $49,342 at 4% or $32,895 at 6%.
Dr. Waldman 401(K) Safe Harbor Plan-14$836,046$55,263$3,947iApproximate average salary by contribution assumption: employee only about $98,684 at 4% or $65,789 at 6%; with 50% employer match about $65,789 at 4% or $43,860 at 6%; with 100% employer match about $49,342 at 4% or $32,895 at 6%.
2016111$673,120$56,341$5,122iApproximate average salary by contribution assumption: employee only about $128,048 at 4% or $85,365 at 6%; with 50% employer match about $85,365 at 4% or $56,910 at 6%; with 100% employer match about $64,024 at 4% or $42,683 at 6%.
Dr. Waldman 401(K) Safe Harbor Plan-11$673,120$56,341$5,122iApproximate average salary by contribution assumption: employee only about $128,048 at 4% or $85,365 at 6%; with 50% employer match about $85,365 at 4% or $56,910 at 6%; with 100% employer match about $64,024 at 4% or $42,683 at 6%.
2015110$542,348$55,713$5,571iApproximate average salary by contribution assumption: employee only about $139,283 at 4% or $92,855 at 6%; with 50% employer match about $92,855 at 4% or $61,903 at 6%; with 100% employer match about $69,641 at 4% or $46,428 at 6%.
Dr. Waldman 401(K) Safe Harbor Plan-10$542,348$55,713$5,571iApproximate average salary by contribution assumption: employee only about $139,283 at 4% or $92,855 at 6%; with 50% employer match about $92,855 at 4% or $61,903 at 6%; with 100% employer match about $69,641 at 4% or $46,428 at 6%.
201419$466,113$59,251$6,583iApproximate average salary by contribution assumption: employee only about $164,586 at 4% or $109,724 at 6%; with 50% employer match about $109,724 at 4% or $73,149 at 6%; with 100% employer match about $82,293 at 4% or $54,862 at 6%.
Dr. Waldman 401(K) Safe Harbor Plan-9$466,113$59,251$6,583iApproximate average salary by contribution assumption: employee only about $164,586 at 4% or $109,724 at 6%; with 50% employer match about $109,724 at 4% or $73,149 at 6%; with 100% employer match about $82,293 at 4% or $54,862 at 6%.
2013110$381,942$63,972$6,397iApproximate average salary by contribution assumption: employee only about $159,930 at 4% or $106,620 at 6%; with 50% employer match about $106,620 at 4% or $71,080 at 6%; with 100% employer match about $79,965 at 4% or $53,310 at 6%.
Dr. Waldman 401(K) Safe Harbor Plan-10$381,942$63,972$6,397iApproximate average salary by contribution assumption: employee only about $159,930 at 4% or $106,620 at 6%; with 50% employer match about $106,620 at 4% or $71,080 at 6%; with 100% employer match about $79,965 at 4% or $53,310 at 6%.
201219$240,848$54,019$6,002iApproximate average salary by contribution assumption: employee only about $150,053 at 4% or $100,035 at 6%; with 50% employer match about $100,035 at 4% or $66,690 at 6%; with 100% employer match about $75,026 at 4% or $50,018 at 6%.
Dr. Waldman 401(K) Safe Harbor Plan-9$240,848$54,019$6,002iApproximate average salary by contribution assumption: employee only about $150,053 at 4% or $100,035 at 6%; with 50% employer match about $100,035 at 4% or $66,690 at 6%; with 100% employer match about $75,026 at 4% or $50,018 at 6%.
201117$159,318$55,736$7,962iApproximate average salary by contribution assumption: employee only about $199,057 at 4% or $132,705 at 6%; with 50% employer match about $132,705 at 4% or $88,470 at 6%; with 100% employer match about $99,529 at 4% or $66,352 at 6%.
Dr. Waldman 401(K) Safe Harbor Plan-7$159,318$55,736$7,962iApproximate average salary by contribution assumption: employee only about $199,057 at 4% or $132,705 at 6%; with 50% employer match about $132,705 at 4% or $88,470 at 6%; with 100% employer match about $99,529 at 4% or $66,352 at 6%.
201015$109,044$55,627$11,125iApproximate average salary by contribution assumption: employee only about $278,135 at 4% or $185,423 at 6%; with 50% employer match about $185,423 at 4% or $123,616 at 6%; with 100% employer match about $139,068 at 4% or $92,712 at 6%.
Dr. Waldman 401(K) Safe Harbor Plan-5$109,044$55,627$11,125iApproximate average salary by contribution assumption: employee only about $278,135 at 4% or $185,423 at 6%; with 50% employer match about $185,423 at 4% or $123,616 at 6%; with 100% employer match about $139,068 at 4% or $92,712 at 6%.
200915$39,756$35,116$7,023iApproximate average salary by contribution assumption: employee only about $175,580 at 4% or $117,053 at 6%; with 50% employer match about $117,053 at 4% or $78,036 at 6%; with 100% employer match about $87,790 at 4% or $58,527 at 6%.
Dr. Waldman 401(K) Safe Harbor Plan-5$39,756$35,116$7,023iApproximate average salary by contribution assumption: employee only about $175,580 at 4% or $117,053 at 6%; with 50% employer match about $117,053 at 4% or $78,036 at 6%; with 100% employer match about $87,790 at 4% or $58,527 at 6%.