Civic Intelligence

Waddell Anderman LLC

Plan context: Waddell Anderman LLC 401(K) Profit Sharing Plan

EIN 27-1474831 • Baton Rouge, LA • 30 filings • 2 plans

4460 Bluebonnett BoulevardSuite BBaton Rouge, LA 70809
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$2,694,399

2024 Contributions

$125,730

Historical Graphs

Total Assets Over Time

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

$5,128,155$2,564,078$0201020172024YearValue
$2,694,399Latest year 2024

Participants Over Time

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

1050201020172024YearValue
6Latest 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
202426$2,694,399$125,730$20,955iApproximate average salary by contribution assumption: employee only about $523,875 at 4% or $349,250 at 6%; with 50% employer match about $349,250 at 4% or $232,833 at 6%; with 100% employer match about $261,938 at 4% or $174,625 at 6%.
Waddell Anderman LLC 401(K) Profit Sharing Plan-6$2,694,399$125,730$20,955iApproximate average salary by contribution assumption: employee only about $523,875 at 4% or $349,250 at 6%; with 50% employer match about $349,250 at 4% or $232,833 at 6%; with 100% employer match about $261,938 at 4% or $174,625 at 6%.
Waddell Anderman LLC Cash Balance Pension Plan-0$0$0-
202328$5,021,339$68,000$8,500iApproximate average salary by contribution assumption: employee only about $212,500 at 4% or $141,667 at 6%; with 50% employer match about $141,667 at 4% or $94,444 at 6%; with 100% employer match about $106,250 at 4% or $70,833 at 6%.
Waddell Anderman LLC Cash Balance Pension Plan-8$2,635,339--
Waddell Anderman LLC 401(K) Profit Sharing Plan-7$2,386,000$68,000$9,714iApproximate average salary by contribution assumption: employee only about $242,857 at 4% or $161,905 at 6%; with 50% employer match about $161,905 at 4% or $107,937 at 6%; with 100% employer match about $121,429 at 4% or $80,952 at 6%.
202228$4,292,395$63,824$7,978iApproximate average salary by contribution assumption: employee only about $199,450 at 4% or $132,967 at 6%; with 50% employer match about $132,967 at 4% or $88,644 at 6%; with 100% employer match about $99,725 at 4% or $66,483 at 6%.
Waddell Anderman LLC Cash Balance Pension Plan-8$2,241,257--
Waddell Anderman LLC 401(K) Profit Sharing Plan-7$2,051,138$63,824$9,118iApproximate average salary by contribution assumption: employee only about $227,943 at 4% or $151,962 at 6%; with 50% employer match about $151,962 at 4% or $101,308 at 6%; with 100% employer match about $113,971 at 4% or $75,981 at 6%.
2021210$5,128,155$1,397,345$139,735iApproximate average salary by contribution assumption: employee only about $3,493,363 at 4% or $2,328,908 at 6%; with 50% employer match about $2,328,908 at 4% or $1,552,606 at 6%; with 100% employer match about $1,746,681 at 4% or $1,164,454 at 6%.
Waddell Anderman LLC Cash Balance Pension Plan-10$2,689,299--
Waddell Anderman LLC 401(K) Profit Sharing Plan-9$2,438,856$1,397,345$155,261iApproximate average salary by contribution assumption: employee only about $3,881,514 at 4% or $2,587,676 at 6%; with 50% employer match about $2,587,676 at 4% or $1,725,117 at 6%; with 100% employer match about $1,940,757 at 4% or $1,293,838 at 6%.
2020210$3,406,009$72,525$7,253iApproximate average salary by contribution assumption: employee only about $181,313 at 4% or $120,875 at 6%; with 50% employer match about $120,875 at 4% or $80,583 at 6%; with 100% employer match about $90,656 at 4% or $60,438 at 6%.
Waddell Anderman LLC Cash Balance Pension Plan-10$2,399,367--
Waddell Anderman LLC 401(K) Profit Sharing Plan-9$1,006,642$72,525$8,058iApproximate average salary by contribution assumption: employee only about $201,458 at 4% or $134,306 at 6%; with 50% employer match about $134,306 at 4% or $89,537 at 6%; with 100% employer match about $100,729 at 4% or $67,153 at 6%.
201929$3,248,007$310,413$34,490iApproximate average salary by contribution assumption: employee only about $862,258 at 4% or $574,839 at 6%; with 50% employer match about $574,839 at 4% or $383,226 at 6%; with 100% employer match about $431,129 at 4% or $287,419 at 6%.
Waddell Anderman LLC Cash Balance Pension Plan-9$2,395,180$235,469$26,163iApproximate average salary by contribution assumption: employee only about $654,081 at 4% or $436,054 at 6%; with 50% employer match about $436,054 at 4% or $290,702 at 6%; with 100% employer match about $327,040 at 4% or $218,027 at 6%.
Waddell Anderman LLC 401(K) Profit Sharing Plan-8$852,827$74,944$9,368iApproximate average salary by contribution assumption: employee only about $234,200 at 4% or $156,133 at 6%; with 50% employer match about $156,133 at 4% or $104,089 at 6%; with 100% employer match about $117,100 at 4% or $78,067 at 6%.
201828$2,579,159$339,560$42,445iApproximate average salary by contribution assumption: employee only about $1,061,125 at 4% or $707,417 at 6%; with 50% employer match about $707,417 at 4% or $471,611 at 6%; with 100% employer match about $530,563 at 4% or $353,708 at 6%.
Waddell Anderman LLC Cash Balance Pension Plan-7$1,839,199$228,745$32,678iApproximate average salary by contribution assumption: employee only about $816,946 at 4% or $544,631 at 6%; with 50% employer match about $544,631 at 4% or $363,087 at 6%; with 100% employer match about $408,473 at 4% or $272,315 at 6%.
Waddell Anderman LLC 401(K) Profit Sharing Plan-8$739,960$110,815$13,852iApproximate average salary by contribution assumption: employee only about $346,297 at 4% or $230,865 at 6%; with 50% employer match about $230,865 at 4% or $153,910 at 6%; with 100% employer match about $173,148 at 4% or $115,432 at 6%.
201728$2,385,863$336,125$42,016iApproximate average salary by contribution assumption: employee only about $1,050,391 at 4% or $700,260 at 6%; with 50% employer match about $700,260 at 4% or $466,840 at 6%; with 100% employer match about $525,195 at 4% or $350,130 at 6%.
Waddell Anderman LLC Cash Balance Pension Plan-7$1,762,344$224,194$32,028iApproximate average salary by contribution assumption: employee only about $800,693 at 4% or $533,795 at 6%; with 50% employer match about $533,795 at 4% or $355,863 at 6%; with 100% employer match about $400,346 at 4% or $266,898 at 6%.
Waddell Anderman LLC 401(K) Profit Sharing Plan-8$623,519$111,931$13,991iApproximate average salary by contribution assumption: employee only about $349,784 at 4% or $233,190 at 6%; with 50% employer match about $233,190 at 4% or $155,460 at 6%; with 100% employer match about $174,892 at 4% or $116,595 at 6%.
201627$2,046,586$324,444$46,349iApproximate average salary by contribution assumption: employee only about $1,158,729 at 4% or $772,486 at 6%; with 50% employer match about $772,486 at 4% or $514,990 at 6%; with 100% employer match about $579,364 at 4% or $386,243 at 6%.
Waddell Anderman LLC Cash Balance Pension Plan-7$1,514,772$220,703$31,529iApproximate average salary by contribution assumption: employee only about $788,225 at 4% or $525,483 at 6%; with 50% employer match about $525,483 at 4% or $350,322 at 6%; with 100% employer match about $394,113 at 4% or $262,742 at 6%.
Waddell Anderman LLC 401(K) Profit Sharing Plan-7$531,814$103,741$14,820iApproximate average salary by contribution assumption: employee only about $370,504 at 4% or $247,002 at 6%; with 50% employer match about $247,002 at 4% or $164,668 at 6%; with 100% employer match about $185,252 at 4% or $123,501 at 6%.
201527$1,526,854$378,622$54,089iApproximate average salary by contribution assumption: employee only about $1,352,221 at 4% or $901,481 at 6%; with 50% employer match about $901,481 at 4% or $600,987 at 6%; with 100% employer match about $676,111 at 4% or $450,740 at 6%.
Waddell Anderman LLC Cash Balance Pension Plan-7$1,144,311$300,000$42,857iApproximate average salary by contribution assumption: employee only about $1,071,429 at 4% or $714,286 at 6%; with 50% employer match about $714,286 at 4% or $476,190 at 6%; with 100% employer match about $535,714 at 4% or $357,143 at 6%.
Waddell Anderman LLC 401(K) Profit Sharing Plan-5$382,543$78,622$15,724iApproximate average salary by contribution assumption: employee only about $393,110 at 4% or $262,073 at 6%; with 50% employer match about $262,073 at 4% or $174,716 at 6%; with 100% employer match about $196,555 at 4% or $131,037 at 6%.
201427$1,693,773$342,836$48,977iApproximate average salary by contribution assumption: employee only about $1,224,414 at 4% or $816,276 at 6%; with 50% employer match about $816,276 at 4% or $544,184 at 6%; with 100% employer match about $612,207 at 4% or $408,138 at 6%.
Waddell Anderman LLC Cash Balance Pension Plan-7$1,261,842$187,103$26,729iApproximate average salary by contribution assumption: employee only about $668,225 at 4% or $445,483 at 6%; with 50% employer match about $445,483 at 4% or $296,989 at 6%; with 100% employer match about $334,113 at 4% or $222,742 at 6%.
Waddell Anderman LLC 401(K) Profit Sharing Plan-7$431,931$155,733$22,248iApproximate average salary by contribution assumption: employee only about $556,189 at 4% or $370,793 at 6%; with 50% employer match about $370,793 at 4% or $247,195 at 6%; with 100% employer match about $278,095 at 4% or $185,396 at 6%.
201326$1,203,037$246,705$41,118iApproximate average salary by contribution assumption: employee only about $1,027,938 at 4% or $685,292 at 6%; with 50% employer match about $685,292 at 4% or $456,861 at 6%; with 100% employer match about $513,969 at 4% or $342,646 at 6%.
Waddell Anderman LLC Cash Balance Pension Plan-5$915,590$156,180$31,236iApproximate average salary by contribution assumption: employee only about $780,900 at 4% or $520,600 at 6%; with 50% employer match about $520,600 at 4% or $347,067 at 6%; with 100% employer match about $390,450 at 4% or $260,300 at 6%.
Waddell Anderman LLC 401(K) Profit Sharing Plan-6$287,447$90,525$15,088iApproximate average salary by contribution assumption: employee only about $377,188 at 4% or $251,458 at 6%; with 50% employer match about $251,458 at 4% or $167,639 at 6%; with 100% employer match about $188,594 at 4% or $125,729 at 6%.
201226$758,369$265,673$44,279iApproximate average salary by contribution assumption: employee only about $1,106,971 at 4% or $737,981 at 6%; with 50% employer match about $737,981 at 4% or $491,987 at 6%; with 100% employer match about $553,485 at 4% or $368,990 at 6%.
Waddell Anderman LLC Cash Balance Pension Plan-5$595,576$204,396$40,879iApproximate average salary by contribution assumption: employee only about $1,021,980 at 4% or $681,320 at 6%; with 50% employer match about $681,320 at 4% or $454,213 at 6%; with 100% employer match about $510,990 at 4% or $340,660 at 6%.
Waddell Anderman LLC 401(K) Profit Sharing Plan-6$162,793$61,277$10,213iApproximate average salary by contribution assumption: employee only about $255,321 at 4% or $170,214 at 6%; with 50% employer match about $170,214 at 4% or $113,476 at 6%; with 100% employer match about $127,660 at 4% or $85,107 at 6%.
201125$466,102$261,615$52,323iApproximate average salary by contribution assumption: employee only about $1,308,075 at 4% or $872,050 at 6%; with 50% employer match about $872,050 at 4% or $581,367 at 6%; with 100% employer match about $654,038 at 4% or $436,025 at 6%.
Waddell Anderman LLC Cash Balance Pension Plan-5$370,978$202,783$40,557iApproximate average salary by contribution assumption: employee only about $1,013,915 at 4% or $675,943 at 6%; with 50% employer match about $675,943 at 4% or $450,629 at 6%; with 100% employer match about $506,958 at 4% or $337,972 at 6%.
Waddell Anderman LLC 401(K) Profit Sharing Plan-5$95,124$58,832$11,766iApproximate average salary by contribution assumption: employee only about $294,160 at 4% or $196,107 at 6%; with 50% employer match about $196,107 at 4% or $130,738 at 6%; with 100% employer match about $147,080 at 4% or $98,053 at 6%.
201026$244,025$244,025$40,671iApproximate average salary by contribution assumption: employee only about $1,016,771 at 4% or $677,847 at 6%; with 50% employer match about $677,847 at 4% or $451,898 at 6%; with 100% employer match about $508,385 at 4% or $338,924 at 6%.
Waddell Anderman LLC Cash Balance Pension Plan-6$198,621$198,621$33,104iApproximate average salary by contribution assumption: employee only about $827,588 at 4% or $551,725 at 6%; with 50% employer match about $551,725 at 4% or $367,817 at 6%; with 100% employer match about $413,794 at 4% or $275,863 at 6%.
Waddell Anderman LLC 401(K) Profit Sharing Plan-6$45,404$45,404$7,567iApproximate average salary by contribution assumption: employee only about $189,183 at 4% or $126,122 at 6%; with 50% employer match about $126,122 at 4% or $84,081 at 6%; with 100% employer match about $94,592 at 4% or $63,061 at 6%.