Civic Intelligence

Katie Waltman LLC

Plan context: Katie Waltman 401(K) Plan

EIN 27-4871888 • Salt Lake City, UT • 6 filings • 1 plans

2108 E 1300 SSalt Lake City, UT 84108
Current Snapshot

Latest Year

2025

2025 Participants

23

2025 Assets

$280,568

2025 Contributions

$57,131

Historical Graphs

Total Assets Over Time

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

$280,568$140,284$0202020232025YearValue
$280,568Latest year 2025

Participants Over Time

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

23120202020232025YearValue
23Latest year 2025

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
2025123$280,568$57,131$2,484iApproximate average salary by contribution assumption: employee only about $62,099 at 4% or $41,399 at 6%; with 50% employer match about $41,399 at 4% or $27,600 at 6%; with 100% employer match about $31,049 at 4% or $20,700 at 6%.
Katie Waltman 401(K) Plan-23$280,568$57,131$2,484iApproximate average salary by contribution assumption: employee only about $62,099 at 4% or $41,399 at 6%; with 50% employer match about $41,399 at 4% or $27,600 at 6%; with 100% employer match about $31,049 at 4% or $20,700 at 6%.
2024122$193,919$55,612$2,528iApproximate average salary by contribution assumption: employee only about $63,195 at 4% or $42,130 at 6%; with 50% employer match about $42,130 at 4% or $28,087 at 6%; with 100% employer match about $31,598 at 4% or $21,065 at 6%.
Katie Waltman 401(K) Plan-22$193,919$55,612$2,528iApproximate average salary by contribution assumption: employee only about $63,195 at 4% or $42,130 at 6%; with 50% employer match about $42,130 at 4% or $28,087 at 6%; with 100% employer match about $31,598 at 4% or $21,065 at 6%.
2023121$132,856$53,803$2,562iApproximate average salary by contribution assumption: employee only about $64,051 at 4% or $42,701 at 6%; with 50% employer match about $42,701 at 4% or $28,467 at 6%; with 100% employer match about $32,026 at 4% or $21,350 at 6%.
Katie Waltman 401(K) Plan-21$132,856$53,803$2,562iApproximate average salary by contribution assumption: employee only about $64,051 at 4% or $42,701 at 6%; with 50% employer match about $42,701 at 4% or $28,467 at 6%; with 100% employer match about $32,026 at 4% or $21,350 at 6%.
2022118$63,029$39,930$2,218iApproximate average salary by contribution assumption: employee only about $55,458 at 4% or $36,972 at 6%; with 50% employer match about $36,972 at 4% or $24,648 at 6%; with 100% employer match about $27,729 at 4% or $18,486 at 6%.
Katie Waltman 401(K) Plan-18$63,029$39,930$2,218iApproximate average salary by contribution assumption: employee only about $55,458 at 4% or $36,972 at 6%; with 50% employer match about $36,972 at 4% or $24,648 at 6%; with 100% employer match about $27,729 at 4% or $18,486 at 6%.
2021113$25,366$15,886$1,222iApproximate average salary by contribution assumption: employee only about $30,550 at 4% or $20,367 at 6%; with 50% employer match about $20,367 at 4% or $13,578 at 6%; with 100% employer match about $15,275 at 4% or $10,183 at 6%.
Katie Waltman 401(K) Plan-13$25,366$15,886$1,222iApproximate average salary by contribution assumption: employee only about $30,550 at 4% or $20,367 at 6%; with 50% employer match about $20,367 at 4% or $13,578 at 6%; with 100% employer match about $15,275 at 4% or $10,183 at 6%.
2020110$7,454$6,745$675iApproximate average salary by contribution assumption: employee only about $16,863 at 4% or $11,242 at 6%; with 50% employer match about $11,242 at 4% or $7,494 at 6%; with 100% employer match about $8,431 at 4% or $5,621 at 6%.
Katie Waltman 401(K) Plan-10$7,454$6,745$675iApproximate average salary by contribution assumption: employee only about $16,863 at 4% or $11,242 at 6%; with 50% employer match about $11,242 at 4% or $7,494 at 6%; with 100% employer match about $8,431 at 4% or $5,621 at 6%.