Civic Intelligence

Waterville Advisors LLC

Plan context: Waterville Advisors LLC.

EIN 27-3020029 • Chicago, IL • 10 filings • 4 plans

161 N. Clark StreetSuite 2925Chicago, IL 60601
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$1,018,730

2024 Contributions

$166,243

Historical Graphs

Total Assets Over Time

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

$1,235,022$617,511$0201520202024YearValue
$1,018,730Latest year 2024

Participants Over Time

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

1680201520202024YearValue
9Latest 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
202419$1,018,730$166,243$18,471iApproximate average salary by contribution assumption: employee only about $461,786 at 4% or $307,857 at 6%; with 50% employer match about $307,857 at 4% or $205,238 at 6%; with 100% employer match about $230,893 at 4% or $153,929 at 6%.
Waterville Advisors LLC.-9$1,018,730$166,243$18,471iApproximate average salary by contribution assumption: employee only about $461,786 at 4% or $307,857 at 6%; with 50% employer match about $307,857 at 4% or $205,238 at 6%; with 100% employer match about $230,893 at 4% or $153,929 at 6%.
202317$760,722$101,347$14,478iApproximate average salary by contribution assumption: employee only about $361,954 at 4% or $241,302 at 6%; with 50% employer match about $241,302 at 4% or $160,868 at 6%; with 100% employer match about $180,977 at 4% or $120,651 at 6%.
Waterville Advisors LLC.-7$760,722$101,347$14,478iApproximate average salary by contribution assumption: employee only about $361,954 at 4% or $241,302 at 6%; with 50% employer match about $241,302 at 4% or $160,868 at 6%; with 100% employer match about $180,977 at 4% or $120,651 at 6%.
202218$901,266$100,251$12,531iApproximate average salary by contribution assumption: employee only about $313,284 at 4% or $208,856 at 6%; with 50% employer match about $208,856 at 4% or $139,238 at 6%; with 100% employer match about $156,642 at 4% or $104,428 at 6%.
Waterville Advisors LLC.-8$901,266$100,251$12,531iApproximate average salary by contribution assumption: employee only about $313,284 at 4% or $208,856 at 6%; with 50% employer match about $208,856 at 4% or $139,238 at 6%; with 100% employer match about $156,642 at 4% or $104,428 at 6%.
202118$975,524$64,545$8,068iApproximate average salary by contribution assumption: employee only about $201,703 at 4% or $134,469 at 6%; with 50% employer match about $134,469 at 4% or $89,646 at 6%; with 100% employer match about $100,852 at 4% or $67,234 at 6%.
Waterville Advisors LLC.-8$975,524$64,545$8,068iApproximate average salary by contribution assumption: employee only about $201,703 at 4% or $134,469 at 6%; with 50% employer match about $134,469 at 4% or $89,646 at 6%; with 100% employer match about $100,852 at 4% or $67,234 at 6%.
202018$791,130$97,427$12,178iApproximate average salary by contribution assumption: employee only about $304,459 at 4% or $202,973 at 6%; with 50% employer match about $202,973 at 4% or $135,315 at 6%; with 100% employer match about $152,230 at 4% or $101,486 at 6%.
Waterville Advisors LLC.-8$791,130$97,427$12,178iApproximate average salary by contribution assumption: employee only about $304,459 at 4% or $202,973 at 6%; with 50% employer match about $202,973 at 4% or $135,315 at 6%; with 100% employer match about $152,230 at 4% or $101,486 at 6%.
2019115$1,235,022$241,773$16,118iApproximate average salary by contribution assumption: employee only about $402,955 at 4% or $268,637 at 6%; with 50% employer match about $268,637 at 4% or $179,091 at 6%; with 100% employer match about $201,478 at 4% or $134,318 at 6%.
Waterville Advisors LLC.-15$1,235,022$241,773$16,118iApproximate average salary by contribution assumption: employee only about $402,955 at 4% or $268,637 at 6%; with 50% employer match about $268,637 at 4% or $179,091 at 6%; with 100% employer match about $201,478 at 4% or $134,318 at 6%.
2018115$800,811$254,472$16,965iApproximate average salary by contribution assumption: employee only about $424,120 at 4% or $282,747 at 6%; with 50% employer match about $282,747 at 4% or $188,498 at 6%; with 100% employer match about $212,060 at 4% or $141,373 at 6%.
Waterville Advisors LLC.-15$800,811$254,472$16,965iApproximate average salary by contribution assumption: employee only about $424,120 at 4% or $282,747 at 6%; with 50% employer match about $282,747 at 4% or $188,498 at 6%; with 100% employer match about $212,060 at 4% or $141,373 at 6%.
2017116$649,951$249,736$15,609iApproximate average salary by contribution assumption: employee only about $390,213 at 4% or $260,142 at 6%; with 50% employer match about $260,142 at 4% or $173,428 at 6%; with 100% employer match about $195,106 at 4% or $130,071 at 6%.
Waterville Advisors LLC.-16$649,951$249,736$15,609iApproximate average salary by contribution assumption: employee only about $390,213 at 4% or $260,142 at 6%; with 50% employer match about $260,142 at 4% or $173,428 at 6%; with 100% employer match about $195,106 at 4% or $130,071 at 6%.
2016115$320,404$264,447$17,630iApproximate average salary by contribution assumption: employee only about $440,745 at 4% or $293,830 at 6%; with 50% employer match about $293,830 at 4% or $195,887 at 6%; with 100% employer match about $220,373 at 4% or $146,915 at 6%.
Waterville Advisors LLC.-15$320,404$264,447$17,630iApproximate average salary by contribution assumption: employee only about $440,745 at 4% or $293,830 at 6%; with 50% employer match about $293,830 at 4% or $195,887 at 6%; with 100% employer match about $220,373 at 4% or $146,915 at 6%.
2015114$41,828$42,561$3,040iApproximate average salary by contribution assumption: employee only about $76,002 at 4% or $50,668 at 6%; with 50% employer match about $50,668 at 4% or $33,779 at 6%; with 100% employer match about $38,001 at 4% or $25,334 at 6%.
Waterville Advisors LLC.-14$41,828$42,561$3,040iApproximate average salary by contribution assumption: employee only about $76,002 at 4% or $50,668 at 6%; with 50% employer match about $50,668 at 4% or $33,779 at 6%; with 100% employer match about $38,001 at 4% or $25,334 at 6%.