Waterside Financial Advisors LLC
Plan context: Waterside Financial Advisors LLC 401(K) Plan
EIN 30-0294707 • Rockford, IL • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$571,927
2025 Contributions
$89,812
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 5 | $571,927 | $89,812 | $17,962iApproximate average salary by contribution assumption: employee only about $449,060 at 4% or $299,373 at 6%; with 50% employer match about $299,373 at 4% or $199,582 at 6%; with 100% employer match about $224,530 at 4% or $149,687 at 6%. |
| Waterside Financial Advisors LLC 401(K) Plan | - | 5 | $571,927 | $89,812 | $17,962iApproximate average salary by contribution assumption: employee only about $449,060 at 4% or $299,373 at 6%; with 50% employer match about $299,373 at 4% or $199,582 at 6%; with 100% employer match about $224,530 at 4% or $149,687 at 6%. |
| 2024 | 1 | 4 | $394,953 | $93,333 | $23,333iApproximate average salary by contribution assumption: employee only about $583,331 at 4% or $388,888 at 6%; with 50% employer match about $388,888 at 4% or $259,258 at 6%; with 100% employer match about $291,666 at 4% or $194,444 at 6%. |
| Waterside Financial Advisors LLC 401(K) Plan | - | 4 | $394,953 | $93,333 | $23,333iApproximate average salary by contribution assumption: employee only about $583,331 at 4% or $388,888 at 6%; with 50% employer match about $388,888 at 4% or $259,258 at 6%; with 100% employer match about $291,666 at 4% or $194,444 at 6%. |
| 2023 | 1 | 5 | $276,282 | $76,232 | $15,246iApproximate average salary by contribution assumption: employee only about $381,160 at 4% or $254,107 at 6%; with 50% employer match about $254,107 at 4% or $169,404 at 6%; with 100% employer match about $190,580 at 4% or $127,053 at 6%. |
| Waterside Financial Advisors LLC 401(K) Plan | - | 5 | $276,282 | $76,232 | $15,246iApproximate average salary by contribution assumption: employee only about $381,160 at 4% or $254,107 at 6%; with 50% employer match about $254,107 at 4% or $169,404 at 6%; with 100% employer match about $190,580 at 4% or $127,053 at 6%. |
| 2022 | 1 | 5 | $163,462 | $70,117 | $14,023iApproximate average salary by contribution assumption: employee only about $350,585 at 4% or $233,723 at 6%; with 50% employer match about $233,723 at 4% or $155,816 at 6%; with 100% employer match about $175,293 at 4% or $116,862 at 6%. |
| Waterside Financial Advisors LLC 401(K) Plan | - | 5 | $163,462 | $70,117 | $14,023iApproximate average salary by contribution assumption: employee only about $350,585 at 4% or $233,723 at 6%; with 50% employer match about $233,723 at 4% or $155,816 at 6%; with 100% employer match about $175,293 at 4% or $116,862 at 6%. |
| 2021 | 1 | 5 | $130,278 | $125,723 | $25,145iApproximate average salary by contribution assumption: employee only about $628,615 at 4% or $419,077 at 6%; with 50% employer match about $419,077 at 4% or $279,384 at 6%; with 100% employer match about $314,308 at 4% or $209,538 at 6%. |
| Waterside Financial Advisors LLC 401(K) Plan | - | 5 | $130,278 | $125,723 | $25,145iApproximate average salary by contribution assumption: employee only about $628,615 at 4% or $419,077 at 6%; with 50% employer match about $419,077 at 4% or $279,384 at 6%; with 100% employer match about $314,308 at 4% or $209,538 at 6%. |