Civic Intelligence

The Waterford School

Plan context: Waterford School 403(B) Plan

EIN 27-4865865 • Sandy, UT • 28 filings • 4 plans

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1480 E 9400 SSandy, UT 84093-2902
Current Snapshot

Latest Year

2024

2024 Participants

213

2024 Assets

$35,433,827

2024 Contributions

$2,307,015

Historical Graphs

Total Assets Over Time

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

$35,433,827$17,716,914$0201120182024YearValue
$35,433,827Latest year 2024

Participants Over Time

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

3051530201120182024YearValue
213Latest 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
20242213$35,433,827$2,307,015$10,831iApproximate average salary by contribution assumption: employee only about $270,776 at 4% or $180,518 at 6%; with 50% employer match about $180,518 at 4% or $120,345 at 6%; with 100% employer match about $135,388 at 4% or $90,259 at 6%.
Waterford School 403(B) Plan-213$35,433,827$2,307,015$10,831iApproximate average salary by contribution assumption: employee only about $270,776 at 4% or $180,518 at 6%; with 50% employer match about $180,518 at 4% or $120,345 at 6%; with 100% employer match about $135,388 at 4% or $90,259 at 6%.
The Waterford School of Benefits Plan-196---
20232195$31,325,472$1,850,442$9,489iApproximate average salary by contribution assumption: employee only about $237,236 at 4% or $158,157 at 6%; with 50% employer match about $158,157 at 4% or $105,438 at 6%; with 100% employer match about $118,618 at 4% or $79,079 at 6%.
Waterford School 403(B) Plan-195$31,325,472$1,850,442$9,489iApproximate average salary by contribution assumption: employee only about $237,236 at 4% or $158,157 at 6%; with 50% employer match about $158,157 at 4% or $105,438 at 6%; with 100% employer match about $118,618 at 4% or $79,079 at 6%.
The Waterford School of Benefits Plan-193---
20222284$27,430,468$1,729,642$6,090iApproximate average salary by contribution assumption: employee only about $152,257 at 4% or $101,505 at 6%; with 50% employer match about $101,505 at 4% or $67,670 at 6%; with 100% employer match about $76,129 at 4% or $50,752 at 6%.
Waterford School 403(B) Plan-284$27,430,468$1,729,642$6,090iApproximate average salary by contribution assumption: employee only about $152,257 at 4% or $101,505 at 6%; with 50% employer match about $101,505 at 4% or $67,670 at 6%; with 100% employer match about $76,129 at 4% or $50,752 at 6%.
The Waterford School of Benefits Plan-194---
20212305$24,110,434$1,430,608$4,691iApproximate average salary by contribution assumption: employee only about $117,263 at 4% or $78,175 at 6%; with 50% employer match about $78,175 at 4% or $52,117 at 6%; with 100% employer match about $58,631 at 4% or $39,088 at 6%.
Waterford School 403(B) Plan-305$24,110,434$1,430,608$4,691iApproximate average salary by contribution assumption: employee only about $117,263 at 4% or $78,175 at 6%; with 50% employer match about $78,175 at 4% or $52,117 at 6%; with 100% employer match about $58,631 at 4% or $39,088 at 6%.
The Waterford School of Benefits Plan-178---
20202261$28,692,501$1,451,558$5,562iApproximate average salary by contribution assumption: employee only about $139,038 at 4% or $92,692 at 6%; with 50% employer match about $92,692 at 4% or $61,795 at 6%; with 100% employer match about $69,519 at 4% or $46,346 at 6%.
Waterford School 403(B) Plan-261$28,692,501$1,451,558$5,562iApproximate average salary by contribution assumption: employee only about $139,038 at 4% or $92,692 at 6%; with 50% employer match about $92,692 at 4% or $61,795 at 6%; with 100% employer match about $69,519 at 4% or $46,346 at 6%.
The Waterford School of Benefits Plan-177---
20192255$23,089,482$1,328,884$5,211iApproximate average salary by contribution assumption: employee only about $130,283 at 4% or $86,855 at 6%; with 50% employer match about $86,855 at 4% or $57,903 at 6%; with 100% employer match about $65,141 at 4% or $43,428 at 6%.
Waterford School 403(B) Plan-255$23,089,482$1,328,884$5,211iApproximate average salary by contribution assumption: employee only about $130,283 at 4% or $86,855 at 6%; with 50% employer match about $86,855 at 4% or $57,903 at 6%; with 100% employer match about $65,141 at 4% or $43,428 at 6%.
The Waterford School of Benefits Plan-163---
20182190$21,192,962$1,361,916$7,168iApproximate average salary by contribution assumption: employee only about $179,199 at 4% or $119,466 at 6%; with 50% employer match about $119,466 at 4% or $79,644 at 6%; with 100% employer match about $89,600 at 4% or $59,733 at 6%.
Waterford School 403(B) Plan-190$21,192,962$1,361,916$7,168iApproximate average salary by contribution assumption: employee only about $179,199 at 4% or $119,466 at 6%; with 50% employer match about $119,466 at 4% or $79,644 at 6%; with 100% employer match about $89,600 at 4% or $59,733 at 6%.
The Waterford School of Benefits Plan-156---
20172147$20,734,512$1,188,478$8,085iApproximate average salary by contribution assumption: employee only about $202,122 at 4% or $134,748 at 6%; with 50% employer match about $134,748 at 4% or $89,832 at 6%; with 100% employer match about $101,061 at 4% or $67,374 at 6%.
Waterford School 403(B) Plan-147$20,734,512$1,188,478$8,085iApproximate average salary by contribution assumption: employee only about $202,122 at 4% or $134,748 at 6%; with 50% employer match about $134,748 at 4% or $89,832 at 6%; with 100% employer match about $101,061 at 4% or $67,374 at 6%.
The Waterford School of Benefits Plan-137---
20162184$19,145,693$1,171,823$6,369iApproximate average salary by contribution assumption: employee only about $159,215 at 4% or $106,143 at 6%; with 50% employer match about $106,143 at 4% or $70,762 at 6%; with 100% employer match about $79,608 at 4% or $53,072 at 6%.
Waterford School 403(B) Plan-184$19,145,693$1,171,823$6,369iApproximate average salary by contribution assumption: employee only about $159,215 at 4% or $106,143 at 6%; with 50% employer match about $106,143 at 4% or $70,762 at 6%; with 100% employer match about $79,608 at 4% or $53,072 at 6%.
The Waterford School of Benefits Plan-141---
20152161$16,324,636$1,003,749$6,234iApproximate average salary by contribution assumption: employee only about $155,862 at 4% or $103,908 at 6%; with 50% employer match about $103,908 at 4% or $69,272 at 6%; with 100% employer match about $77,931 at 4% or $51,954 at 6%.
Waterford School 403(B) Plan-161$16,324,636$1,003,749$6,234iApproximate average salary by contribution assumption: employee only about $155,862 at 4% or $103,908 at 6%; with 50% employer match about $103,908 at 4% or $69,272 at 6%; with 100% employer match about $77,931 at 4% or $51,954 at 6%.
The Waterford School of Benefits Plan-121---
20142194$14,831,710$923,435$4,760iApproximate average salary by contribution assumption: employee only about $118,999 at 4% or $79,333 at 6%; with 50% employer match about $79,333 at 4% or $52,889 at 6%; with 100% employer match about $59,500 at 4% or $39,666 at 6%.
Waterford School 403(B) Plan-194$14,831,710$923,435$4,760iApproximate average salary by contribution assumption: employee only about $118,999 at 4% or $79,333 at 6%; with 50% employer match about $79,333 at 4% or $52,889 at 6%; with 100% employer match about $59,500 at 4% or $39,666 at 6%.
THE WATERFORD SCHOOL WELFARE BENEFITS PLAN-135---
20132201$14,797,679$846,891$4,213iApproximate average salary by contribution assumption: employee only about $105,335 at 4% or $70,223 at 6%; with 50% employer match about $70,223 at 4% or $46,815 at 6%; with 100% employer match about $52,667 at 4% or $35,112 at 6%.
Waterford School 403(B) Plan-201$14,797,679$846,891$4,213iApproximate average salary by contribution assumption: employee only about $105,335 at 4% or $70,223 at 6%; with 50% employer match about $70,223 at 4% or $46,815 at 6%; with 100% employer match about $52,667 at 4% or $35,112 at 6%.
THE WATERFORD SCHOOL WELFARE BENEFITS PLAN-131---
20123179$21,367,310$1,179,382$6,589iApproximate average salary by contribution assumption: employee only about $164,718 at 4% or $109,812 at 6%; with 50% employer match about $109,812 at 4% or $73,208 at 6%; with 100% employer match about $82,359 at 4% or $54,906 at 6%.
Waterford School 403(B) Plan-179$12,253,743$811,597$4,534iApproximate average salary by contribution assumption: employee only about $113,352 at 4% or $75,568 at 6%; with 50% employer match about $75,568 at 4% or $50,378 at 6%; with 100% employer match about $56,676 at 4% or $37,784 at 6%.
Waterford School 403(B) Plan-102$9,113,567$367,785$3,606iApproximate average salary by contribution assumption: employee only about $90,143 at 4% or $60,096 at 6%; with 50% employer match about $60,096 at 4% or $40,064 at 6%; with 100% employer match about $45,072 at 4% or $30,048 at 6%.
THE WATERFORD SCHOOL WELFARE BENEFITS PLAN-124---
20111139$10,852,169$725,315$5,218iApproximate average salary by contribution assumption: employee only about $130,452 at 4% or $86,968 at 6%; with 50% employer match about $86,968 at 4% or $57,979 at 6%; with 100% employer match about $65,226 at 4% or $43,484 at 6%.
Waterford School 403(B) Plan-139$10,852,169$725,315$5,218iApproximate average salary by contribution assumption: employee only about $130,452 at 4% or $86,968 at 6%; with 50% employer match about $86,968 at 4% or $57,979 at 6%; with 100% employer match about $65,226 at 4% or $43,484 at 6%.