Civic Intelligence

Waverly Partners, LLC

Plan context: Waverly Partners Retirement Savings Plan

EIN 32-0025242 • Cleveland, OH • 20 filings • 1 plans

400 Powell DriveCleveland, OH 44140-0531
Current Snapshot

Latest Year

2021

2021 Participants

6

2021 Assets

$5,688,314

2021 Contributions

$257,831

Historical Graphs

Total Assets Over Time

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

$5,984,411$2,992,206$0200220112020YearValue
$5,688,314Latest year 2020

Participants Over Time

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

1260200220112020YearValue
6Latest year 2020

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
202110$0$257,831-
Waverly Partners Retirement Savings Plan-0-$257,831-
202016$5,688,314$361,931$60,322iApproximate average salary by contribution assumption: employee only about $1,508,046 at 4% or $1,005,364 at 6%; with 50% employer match about $1,005,364 at 4% or $670,243 at 6%; with 100% employer match about $754,023 at 4% or $502,682 at 6%.
Waverly Partners Retirement Savings Plan-6$5,688,314$361,931$60,322iApproximate average salary by contribution assumption: employee only about $1,508,046 at 4% or $1,005,364 at 6%; with 50% employer match about $1,005,364 at 4% or $670,243 at 6%; with 100% employer match about $754,023 at 4% or $502,682 at 6%.
201918$5,984,411$262,249$32,781iApproximate average salary by contribution assumption: employee only about $819,528 at 4% or $546,352 at 6%; with 50% employer match about $546,352 at 4% or $364,235 at 6%; with 100% employer match about $409,764 at 4% or $273,176 at 6%.
Waverly Partners Retirement Savings Plan-8$5,984,411$262,249$32,781iApproximate average salary by contribution assumption: employee only about $819,528 at 4% or $546,352 at 6%; with 50% employer match about $546,352 at 4% or $364,235 at 6%; with 100% employer match about $409,764 at 4% or $273,176 at 6%.
2018112$4,922,764$265,651$22,138iApproximate average salary by contribution assumption: employee only about $553,440 at 4% or $368,960 at 6%; with 50% employer match about $368,960 at 4% or $245,973 at 6%; with 100% employer match about $276,720 at 4% or $184,480 at 6%.
Waverly Partners Retirement Savings Plan-12$4,922,764$265,651$22,138iApproximate average salary by contribution assumption: employee only about $553,440 at 4% or $368,960 at 6%; with 50% employer match about $368,960 at 4% or $245,973 at 6%; with 100% employer match about $276,720 at 4% or $184,480 at 6%.
2017111$5,353,088$316,980$28,816iApproximate average salary by contribution assumption: employee only about $720,409 at 4% or $480,273 at 6%; with 50% employer match about $480,273 at 4% or $320,182 at 6%; with 100% employer match about $360,205 at 4% or $240,136 at 6%.
Waverly Partners Retirement Savings Plan-11$5,353,088$316,980$28,816iApproximate average salary by contribution assumption: employee only about $720,409 at 4% or $480,273 at 6%; with 50% employer match about $480,273 at 4% or $320,182 at 6%; with 100% employer match about $360,205 at 4% or $240,136 at 6%.
2016110$4,384,194$248,752$24,875iApproximate average salary by contribution assumption: employee only about $621,880 at 4% or $414,587 at 6%; with 50% employer match about $414,587 at 4% or $276,391 at 6%; with 100% employer match about $310,940 at 4% or $207,293 at 6%.
Waverly Partners Retirement Savings Plan-10$4,384,194$248,752$24,875iApproximate average salary by contribution assumption: employee only about $621,880 at 4% or $414,587 at 6%; with 50% employer match about $414,587 at 4% or $276,391 at 6%; with 100% employer match about $310,940 at 4% or $207,293 at 6%.
2015111$4,675,872$353,949$32,177iApproximate average salary by contribution assumption: employee only about $804,430 at 4% or $536,286 at 6%; with 50% employer match about $536,286 at 4% or $357,524 at 6%; with 100% employer match about $402,215 at 4% or $268,143 at 6%.
Waverly Partners Retirement Savings Plan-11$4,675,872$353,949$32,177iApproximate average salary by contribution assumption: employee only about $804,430 at 4% or $536,286 at 6%; with 50% employer match about $536,286 at 4% or $357,524 at 6%; with 100% employer match about $402,215 at 4% or $268,143 at 6%.
2014111$4,361,334$434,631$39,512iApproximate average salary by contribution assumption: employee only about $987,798 at 4% or $658,532 at 6%; with 50% employer match about $658,532 at 4% or $439,021 at 6%; with 100% employer match about $493,899 at 4% or $329,266 at 6%.
Waverly Partners Retirement Savings Plan-11$4,361,334$434,631$39,512iApproximate average salary by contribution assumption: employee only about $987,798 at 4% or $658,532 at 6%; with 50% employer match about $658,532 at 4% or $439,021 at 6%; with 100% employer match about $493,899 at 4% or $329,266 at 6%.
2013110$3,755,663$435,034$43,503iApproximate average salary by contribution assumption: employee only about $1,087,585 at 4% or $725,057 at 6%; with 50% employer match about $725,057 at 4% or $483,371 at 6%; with 100% employer match about $543,793 at 4% or $362,528 at 6%.
Waverly Partners Retirement Savings Plan-10$3,755,663$435,034$43,503iApproximate average salary by contribution assumption: employee only about $1,087,585 at 4% or $725,057 at 6%; with 50% employer match about $725,057 at 4% or $483,371 at 6%; with 100% employer match about $543,793 at 4% or $362,528 at 6%.
2012110$3,069,486$357,180$35,718iApproximate average salary by contribution assumption: employee only about $892,950 at 4% or $595,300 at 6%; with 50% employer match about $595,300 at 4% or $396,867 at 6%; with 100% employer match about $446,475 at 4% or $297,650 at 6%.
Waverly Partners Retirement Savings Plan-10$3,069,486$357,180$35,718iApproximate average salary by contribution assumption: employee only about $892,950 at 4% or $595,300 at 6%; with 50% employer match about $595,300 at 4% or $396,867 at 6%; with 100% employer match about $446,475 at 4% or $297,650 at 6%.
2011110$3,022,505$347,448$34,745iApproximate average salary by contribution assumption: employee only about $868,620 at 4% or $579,080 at 6%; with 50% employer match about $579,080 at 4% or $386,053 at 6%; with 100% employer match about $434,310 at 4% or $289,540 at 6%.
Waverly Partners Retirement Savings Plan-10$3,022,505$347,448$34,745iApproximate average salary by contribution assumption: employee only about $868,620 at 4% or $579,080 at 6%; with 50% employer match about $579,080 at 4% or $386,053 at 6%; with 100% employer match about $434,310 at 4% or $289,540 at 6%.
2010110$2,958,842$254,144$25,414iApproximate average salary by contribution assumption: employee only about $635,360 at 4% or $423,573 at 6%; with 50% employer match about $423,573 at 4% or $282,382 at 6%; with 100% employer match about $317,680 at 4% or $211,787 at 6%.
Waverly Partners Retirement Savings Plan-10$2,958,842$254,144$25,414iApproximate average salary by contribution assumption: employee only about $635,360 at 4% or $423,573 at 6%; with 50% employer match about $423,573 at 4% or $282,382 at 6%; with 100% employer match about $317,680 at 4% or $211,787 at 6%.
2009110$2,526,891$248,658$24,866iApproximate average salary by contribution assumption: employee only about $621,645 at 4% or $414,430 at 6%; with 50% employer match about $414,430 at 4% or $276,287 at 6%; with 100% employer match about $310,823 at 4% or $207,215 at 6%.
Waverly Partners Retirement Savings Plan-10$2,526,891$248,658$24,866iApproximate average salary by contribution assumption: employee only about $621,645 at 4% or $414,430 at 6%; with 50% employer match about $414,430 at 4% or $276,287 at 6%; with 100% employer match about $310,823 at 4% or $207,215 at 6%.
2008110$1,937,384$342,190$34,219iApproximate average salary by contribution assumption: employee only about $855,475 at 4% or $570,317 at 6%; with 50% employer match about $570,317 at 4% or $380,211 at 6%; with 100% employer match about $427,738 at 4% or $285,158 at 6%.
Waverly Partners Retirement Savings Plan-10$1,937,384$342,190$34,219iApproximate average salary by contribution assumption: employee only about $855,475 at 4% or $570,317 at 6%; with 50% employer match about $570,317 at 4% or $380,211 at 6%; with 100% employer match about $427,738 at 4% or $285,158 at 6%.
2007110$1,998,431$396,174$39,617iApproximate average salary by contribution assumption: employee only about $990,435 at 4% or $660,290 at 6%; with 50% employer match about $660,290 at 4% or $440,193 at 6%; with 100% employer match about $495,218 at 4% or $330,145 at 6%.
Waverly Partners Retirement Savings Plan-10$1,998,431$396,174$39,617iApproximate average salary by contribution assumption: employee only about $990,435 at 4% or $660,290 at 6%; with 50% employer match about $660,290 at 4% or $440,193 at 6%; with 100% employer match about $495,218 at 4% or $330,145 at 6%.
2006110$1,503,547$298,602$29,860iApproximate average salary by contribution assumption: employee only about $746,505 at 4% or $497,670 at 6%; with 50% employer match about $497,670 at 4% or $331,780 at 6%; with 100% employer match about $373,253 at 4% or $248,835 at 6%.
Waverly Partners Retirement Savings Plan-10$1,503,547$298,602$29,860iApproximate average salary by contribution assumption: employee only about $746,505 at 4% or $497,670 at 6%; with 50% employer match about $497,670 at 4% or $331,780 at 6%; with 100% employer match about $373,253 at 4% or $248,835 at 6%.
200519$1,049,739$226,538$25,171iApproximate average salary by contribution assumption: employee only about $629,272 at 4% or $419,515 at 6%; with 50% employer match about $419,515 at 4% or $279,677 at 6%; with 100% employer match about $314,636 at 4% or $209,757 at 6%.
Waverly Partners Retirement Savings Plan-9$1,049,739$226,538$25,171iApproximate average salary by contribution assumption: employee only about $629,272 at 4% or $419,515 at 6%; with 50% employer match about $419,515 at 4% or $279,677 at 6%; with 100% employer match about $314,636 at 4% or $209,757 at 6%.
200418$767,134$268,845$33,606iApproximate average salary by contribution assumption: employee only about $840,141 at 4% or $560,094 at 6%; with 50% employer match about $560,094 at 4% or $373,396 at 6%; with 100% employer match about $420,070 at 4% or $280,047 at 6%.
Waverly Partners Retirement Savings Plan-8$767,134$268,845$33,606iApproximate average salary by contribution assumption: employee only about $840,141 at 4% or $560,094 at 6%; with 50% employer match about $560,094 at 4% or $373,396 at 6%; with 100% employer match about $420,070 at 4% or $280,047 at 6%.
200316$412,038$78,953$13,159iApproximate average salary by contribution assumption: employee only about $328,971 at 4% or $219,314 at 6%; with 50% employer match about $219,314 at 4% or $146,209 at 6%; with 100% employer match about $164,485 at 4% or $109,657 at 6%.
Waverly Partners Retirement Savings Plan-6$412,038$78,953$13,159iApproximate average salary by contribution assumption: employee only about $328,971 at 4% or $219,314 at 6%; with 50% employer match about $219,314 at 4% or $146,209 at 6%; with 100% employer match about $164,485 at 4% or $109,657 at 6%.
200215$283,072$89,000$17,800iApproximate average salary by contribution assumption: employee only about $445,000 at 4% or $296,667 at 6%; with 50% employer match about $296,667 at 4% or $197,778 at 6%; with 100% employer match about $222,500 at 4% or $148,333 at 6%.
Waverly Partners Retirement Savings Plan-5$283,072$89,000$17,800iApproximate average salary by contribution assumption: employee only about $445,000 at 4% or $296,667 at 6%; with 50% employer match about $296,667 at 4% or $197,778 at 6%; with 100% employer match about $222,500 at 4% or $148,333 at 6%.