Fleming Watson Financial Services LLC
Plan context: Watson Retirement Plan
EIN 31-1749597 • Marietta, OH • 26 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$1,092,076
2024 Contributions
$105,499
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 4 | $1,092,076 | $105,499 | $26,375iApproximate average salary by contribution assumption: employee only about $659,369 at 4% or $439,579 at 6%; with 50% employer match about $439,579 at 4% or $293,053 at 6%; with 100% employer match about $329,684 at 4% or $219,790 at 6%. |
| Watson Retirement Plan | - | 4 | $1,092,076 | $105,499 | $26,375iApproximate average salary by contribution assumption: employee only about $659,369 at 4% or $439,579 at 6%; with 50% employer match about $439,579 at 4% or $293,053 at 6%; with 100% employer match about $329,684 at 4% or $219,790 at 6%. |
| 2023 | 2 | 4 | $869,483 | $121,275 | $30,319iApproximate average salary by contribution assumption: employee only about $757,969 at 4% or $505,313 at 6%; with 50% employer match about $505,313 at 4% or $336,875 at 6%; with 100% employer match about $378,984 at 4% or $252,656 at 6%. |
| Watson Retirement Plan | - | 4 | $869,483 | $97,173 | $24,293iApproximate average salary by contribution assumption: employee only about $607,331 at 4% or $404,888 at 6%; with 50% employer match about $404,888 at 4% or $269,925 at 6%; with 100% employer match about $303,666 at 4% or $202,444 at 6%. |
| FLEMING WATSON FINANCIAL ADVISORS OFB BENEFIT PLAN | - | 0 | $0 | $24,102 | - |
| 2022 | 2 | 3 | $1,135,157 | $93,329 | $31,110iApproximate average salary by contribution assumption: employee only about $777,742 at 4% or $518,494 at 6%; with 50% employer match about $518,494 at 4% or $345,663 at 6%; with 100% employer match about $388,871 at 4% or $259,247 at 6%. |
| Watson Retirement Plan | - | 3 | $1,134,984 | $86,280 | $28,760iApproximate average salary by contribution assumption: employee only about $719,000 at 4% or $479,333 at 6%; with 50% employer match about $479,333 at 4% or $319,556 at 6%; with 100% employer match about $359,500 at 4% or $239,667 at 6%. |
| FLEMING WATSON FINANCIAL ADVISORS OFB BENEFIT PLAN | - | 2 | $173 | $7,049 | $3,525iApproximate average salary by contribution assumption: employee only about $88,113 at 4% or $58,742 at 6%; with 50% employer match about $58,742 at 4% or $39,161 at 6%; with 100% employer match about $44,056 at 4% or $29,371 at 6%. |
| 2021 | 1 | 3 | $1,976,633 | $110,655 | $36,885iApproximate average salary by contribution assumption: employee only about $922,125 at 4% or $614,750 at 6%; with 50% employer match about $614,750 at 4% or $409,833 at 6%; with 100% employer match about $461,063 at 4% or $307,375 at 6%. |
| Watson Retirement Plan | - | 3 | $1,976,633 | $110,655 | $36,885iApproximate average salary by contribution assumption: employee only about $922,125 at 4% or $614,750 at 6%; with 50% employer match about $614,750 at 4% or $409,833 at 6%; with 100% employer match about $461,063 at 4% or $307,375 at 6%. |
| 2020 | 1 | 3 | $1,613,334 | $102,070 | $34,023iApproximate average salary by contribution assumption: employee only about $850,583 at 4% or $567,056 at 6%; with 50% employer match about $567,056 at 4% or $378,037 at 6%; with 100% employer match about $425,292 at 4% or $283,528 at 6%. |
| Watson Retirement Plan | - | 3 | $1,613,334 | $102,070 | $34,023iApproximate average salary by contribution assumption: employee only about $850,583 at 4% or $567,056 at 6%; with 50% employer match about $567,056 at 4% or $378,037 at 6%; with 100% employer match about $425,292 at 4% or $283,528 at 6%. |
| 2019 | 1 | 3 | $1,327,990 | $100,569 | $33,523iApproximate average salary by contribution assumption: employee only about $838,075 at 4% or $558,717 at 6%; with 50% employer match about $558,717 at 4% or $372,478 at 6%; with 100% employer match about $419,038 at 4% or $279,358 at 6%. |
| Watson Retirement Plan | - | 3 | $1,327,990 | $100,569 | $33,523iApproximate average salary by contribution assumption: employee only about $838,075 at 4% or $558,717 at 6%; with 50% employer match about $558,717 at 4% or $372,478 at 6%; with 100% employer match about $419,038 at 4% or $279,358 at 6%. |
| 2018 | 1 | 3 | $933,257 | $99,296 | $33,099iApproximate average salary by contribution assumption: employee only about $827,467 at 4% or $551,644 at 6%; with 50% employer match about $551,644 at 4% or $367,763 at 6%; with 100% employer match about $413,733 at 4% or $275,822 at 6%. |
| Watson Retirement Plan | - | 3 | $933,257 | $99,296 | $33,099iApproximate average salary by contribution assumption: employee only about $827,467 at 4% or $551,644 at 6%; with 50% employer match about $551,644 at 4% or $367,763 at 6%; with 100% employer match about $413,733 at 4% or $275,822 at 6%. |
| 2017 | 1 | 3 | $1,000,150 | $94,940 | $31,647iApproximate average salary by contribution assumption: employee only about $791,167 at 4% or $527,444 at 6%; with 50% employer match about $527,444 at 4% or $351,630 at 6%; with 100% employer match about $395,583 at 4% or $263,722 at 6%. |
| Watson Retirement Plan | - | 3 | $1,000,150 | $94,940 | $31,647iApproximate average salary by contribution assumption: employee only about $791,167 at 4% or $527,444 at 6%; with 50% employer match about $527,444 at 4% or $351,630 at 6%; with 100% employer match about $395,583 at 4% or $263,722 at 6%. |
| 2016 | 1 | 3 | $809,296 | $93,203 | $31,068iApproximate average salary by contribution assumption: employee only about $776,692 at 4% or $517,794 at 6%; with 50% employer match about $517,794 at 4% or $345,196 at 6%; with 100% employer match about $388,346 at 4% or $258,897 at 6%. |
| Watson Retirement Plan | - | 3 | $809,296 | $93,203 | $31,068iApproximate average salary by contribution assumption: employee only about $776,692 at 4% or $517,794 at 6%; with 50% employer match about $517,794 at 4% or $345,196 at 6%; with 100% employer match about $388,346 at 4% or $258,897 at 6%. |
| 2015 | 1 | 3 | $633,360 | $115,217 | $38,406iApproximate average salary by contribution assumption: employee only about $960,142 at 4% or $640,094 at 6%; with 50% employer match about $640,094 at 4% or $426,730 at 6%; with 100% employer match about $480,071 at 4% or $320,047 at 6%. |
| Watson Retirement Plan | - | 3 | $633,360 | $115,217 | $38,406iApproximate average salary by contribution assumption: employee only about $960,142 at 4% or $640,094 at 6%; with 50% employer match about $640,094 at 4% or $426,730 at 6%; with 100% employer match about $480,071 at 4% or $320,047 at 6%. |
| 2014 | 1 | 3 | $593,218 | $86,138 | $28,713iApproximate average salary by contribution assumption: employee only about $717,817 at 4% or $478,544 at 6%; with 50% employer match about $478,544 at 4% or $319,030 at 6%; with 100% employer match about $358,908 at 4% or $239,272 at 6%. |
| Watson Retirement Plan | - | 3 | $593,218 | $86,138 | $28,713iApproximate average salary by contribution assumption: employee only about $717,817 at 4% or $478,544 at 6%; with 50% employer match about $478,544 at 4% or $319,030 at 6%; with 100% employer match about $358,908 at 4% or $239,272 at 6%. |
| 2013 | 1 | 3 | $502,570 | $80,952 | $26,984iApproximate average salary by contribution assumption: employee only about $674,600 at 4% or $449,733 at 6%; with 50% employer match about $449,733 at 4% or $299,822 at 6%; with 100% employer match about $337,300 at 4% or $224,867 at 6%. |
| Watson Retirement Plan | - | 3 | $502,570 | $80,952 | $26,984iApproximate average salary by contribution assumption: employee only about $674,600 at 4% or $449,733 at 6%; with 50% employer match about $449,733 at 4% or $299,822 at 6%; with 100% employer match about $337,300 at 4% or $224,867 at 6%. |
| 2012 | 1 | 3 | $355,713 | $41,498 | $13,833iApproximate average salary by contribution assumption: employee only about $345,817 at 4% or $230,544 at 6%; with 50% employer match about $230,544 at 4% or $153,696 at 6%; with 100% employer match about $172,908 at 4% or $115,272 at 6%. |
| Watson Retirement Plan | - | 3 | $355,713 | $41,498 | $13,833iApproximate average salary by contribution assumption: employee only about $345,817 at 4% or $230,544 at 6%; with 50% employer match about $230,544 at 4% or $153,696 at 6%; with 100% employer match about $172,908 at 4% or $115,272 at 6%. |
| 2011 | 1 | 4 | $283,992 | $22,719 | $5,680iApproximate average salary by contribution assumption: employee only about $141,994 at 4% or $94,663 at 6%; with 50% employer match about $94,663 at 4% or $63,108 at 6%; with 100% employer match about $70,997 at 4% or $47,331 at 6%. |
| Watson Retirement Plan | - | 4 | $283,992 | $22,719 | $5,680iApproximate average salary by contribution assumption: employee only about $141,994 at 4% or $94,663 at 6%; with 50% employer match about $94,663 at 4% or $63,108 at 6%; with 100% employer match about $70,997 at 4% or $47,331 at 6%. |
| 2010 | 1 | 4 | $312,476 | $9,556 | $2,389iApproximate average salary by contribution assumption: employee only about $59,725 at 4% or $39,817 at 6%; with 50% employer match about $39,817 at 4% or $26,544 at 6%; with 100% employer match about $29,863 at 4% or $19,908 at 6%. |
| Watson Retirement Plan | - | 4 | $312,476 | $9,556 | $2,389iApproximate average salary by contribution assumption: employee only about $59,725 at 4% or $39,817 at 6%; with 50% employer match about $39,817 at 4% or $26,544 at 6%; with 100% employer match about $29,863 at 4% or $19,908 at 6%. |
| 2009 | 1 | 4 | $275,996 | $1,040 | $260iApproximate average salary by contribution assumption: employee only about $6,500 at 4% or $4,333 at 6%; with 50% employer match about $4,333 at 4% or $2,889 at 6%; with 100% employer match about $3,250 at 4% or $2,167 at 6%. |
| Watson Retirement Plan | - | 4 | $275,996 | $1,040 | $260iApproximate average salary by contribution assumption: employee only about $6,500 at 4% or $4,333 at 6%; with 50% employer match about $4,333 at 4% or $2,889 at 6%; with 100% employer match about $3,250 at 4% or $2,167 at 6%. |
| 2008 | 1 | 4 | $193,296 | $33,653 | $8,413iApproximate average salary by contribution assumption: employee only about $210,331 at 4% or $140,221 at 6%; with 50% employer match about $140,221 at 4% or $93,481 at 6%; with 100% employer match about $105,166 at 4% or $70,110 at 6%. |
| Watson Retirement Plan | - | 4 | $193,296 | $33,653 | $8,413iApproximate average salary by contribution assumption: employee only about $210,331 at 4% or $140,221 at 6%; with 50% employer match about $140,221 at 4% or $93,481 at 6%; with 100% employer match about $105,166 at 4% or $70,110 at 6%. |
| 2007 | 1 | 4 | $0 | $0 | - |
| Watson Retirement Plan | - | 4 | - | - | - |
| 2006 | 1 | 3 | $209,989 | $37,189 | $12,396iApproximate average salary by contribution assumption: employee only about $309,908 at 4% or $206,606 at 6%; with 50% employer match about $206,606 at 4% or $137,737 at 6%; with 100% employer match about $154,954 at 4% or $103,303 at 6%. |
| Watson Retirement Plan | - | 3 | $209,989 | $37,189 | $12,396iApproximate average salary by contribution assumption: employee only about $309,908 at 4% or $206,606 at 6%; with 50% employer match about $206,606 at 4% or $137,737 at 6%; with 100% employer match about $154,954 at 4% or $103,303 at 6%. |
| 2005 | 1 | 3 | $160,067 | $32,510 | $10,837iApproximate average salary by contribution assumption: employee only about $270,917 at 4% or $180,611 at 6%; with 50% employer match about $180,611 at 4% or $120,407 at 6%; with 100% employer match about $135,458 at 4% or $90,306 at 6%. |
| Watson Retirement Plan | - | 3 | $160,067 | $32,510 | $10,837iApproximate average salary by contribution assumption: employee only about $270,917 at 4% or $180,611 at 6%; with 50% employer match about $180,611 at 4% or $120,407 at 6%; with 100% employer match about $135,458 at 4% or $90,306 at 6%. |
| 2004 | 1 | 4 | $144,644 | $20,632 | $5,158iApproximate average salary by contribution assumption: employee only about $128,950 at 4% or $85,967 at 6%; with 50% employer match about $85,967 at 4% or $57,311 at 6%; with 100% employer match about $64,475 at 4% or $42,983 at 6%. |
| Watson Retirement Plan | - | 4 | $144,644 | $20,632 | $5,158iApproximate average salary by contribution assumption: employee only about $128,950 at 4% or $85,967 at 6%; with 50% employer match about $85,967 at 4% or $57,311 at 6%; with 100% employer match about $64,475 at 4% or $42,983 at 6%. |
| 2003 | 1 | 4 | $122,947 | $10,000 | $2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%. |
| Watson Retirement Plan | - | 4 | $122,947 | $10,000 | $2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%. |
| 2002 | 1 | 5 | $87,253 | $0 | - |
| Watson Retirement Plan | - | 5 | $87,253 | - | - |
| 2001 | 1 | 4 | $0 | $0 | - |
| Watson Retirement Plan | - | 4 | - | - | - |