Wateridge Insurance Services
Plan context: Wateridge Insurance Services 401K P/S Plan
EIN 33-0474038 • San Diego, CA • 22 filings • 3 plans
Current Snapshot
Latest Year
2020
2020 Participants
32
2020 Assets
$3,839,467
2020 Contributions
$26,021
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 0 | $0 | $26,021 | - |
| Wateridge Insurance Services 401K P/S Plan | - | 0 | $0 | $26,021 | - |
| 2019 | 1 | 32 | $3,839,467 | $163,961 | $5,124iApproximate average salary by contribution assumption: employee only about $128,095 at 4% or $85,396 at 6%; with 50% employer match about $85,396 at 4% or $56,931 at 6%; with 100% employer match about $64,047 at 4% or $42,698 at 6%. |
| Wateridge Insurance Services 401K P/S Plan | - | 32 | $3,839,467 | $163,961 | $5,124iApproximate average salary by contribution assumption: employee only about $128,095 at 4% or $85,396 at 6%; with 50% employer match about $85,396 at 4% or $56,931 at 6%; with 100% employer match about $64,047 at 4% or $42,698 at 6%. |
| 2018 | 1 | 33 | $3,227,958 | $331,636 | $10,050iApproximate average salary by contribution assumption: employee only about $251,239 at 4% or $167,493 at 6%; with 50% employer match about $167,493 at 4% or $111,662 at 6%; with 100% employer match about $125,620 at 4% or $83,746 at 6%. |
| Wateridge Insurance Services 401K P/S Plan | - | 33 | $3,227,958 | $331,636 | $10,050iApproximate average salary by contribution assumption: employee only about $251,239 at 4% or $167,493 at 6%; with 50% employer match about $167,493 at 4% or $111,662 at 6%; with 100% employer match about $125,620 at 4% or $83,746 at 6%. |
| 2017 | 1 | 30 | $3,307,165 | $107,256 | $3,575iApproximate average salary by contribution assumption: employee only about $89,380 at 4% or $59,587 at 6%; with 50% employer match about $59,587 at 4% or $39,724 at 6%; with 100% employer match about $44,690 at 4% or $29,793 at 6%. |
| Wateridge Insurance Services 401K P/S Plan | - | 30 | $3,307,165 | $107,256 | $3,575iApproximate average salary by contribution assumption: employee only about $89,380 at 4% or $59,587 at 6%; with 50% employer match about $59,587 at 4% or $39,724 at 6%; with 100% employer match about $44,690 at 4% or $29,793 at 6%. |
| 2016 | 1 | 31 | $2,802,159 | $131,442 | $4,240iApproximate average salary by contribution assumption: employee only about $106,002 at 4% or $70,668 at 6%; with 50% employer match about $70,668 at 4% or $47,112 at 6%; with 100% employer match about $53,001 at 4% or $35,334 at 6%. |
| Wateridge Insurance Services 401K P/S Plan | - | 31 | $2,802,159 | $131,442 | $4,240iApproximate average salary by contribution assumption: employee only about $106,002 at 4% or $70,668 at 6%; with 50% employer match about $70,668 at 4% or $47,112 at 6%; with 100% employer match about $53,001 at 4% or $35,334 at 6%. |
| 2015 | 1 | 29 | $2,441,543 | $145,650 | $5,022iApproximate average salary by contribution assumption: employee only about $125,560 at 4% or $83,707 at 6%; with 50% employer match about $83,707 at 4% or $55,805 at 6%; with 100% employer match about $62,780 at 4% or $41,853 at 6%. |
| Wateridge Insurance Services 401K P/S Plan | - | 29 | $2,441,543 | $145,650 | $5,022iApproximate average salary by contribution assumption: employee only about $125,560 at 4% or $83,707 at 6%; with 50% employer match about $83,707 at 4% or $55,805 at 6%; with 100% employer match about $62,780 at 4% or $41,853 at 6%. |
| 2014 | 1 | 29 | $2,457,817 | $124,917 | $4,307iApproximate average salary by contribution assumption: employee only about $107,687 at 4% or $71,791 at 6%; with 50% employer match about $71,791 at 4% or $47,861 at 6%; with 100% employer match about $53,844 at 4% or $35,896 at 6%. |
| Wateridge Insurance Services 401K P/S Plan | - | 29 | $2,457,817 | $124,917 | $4,307iApproximate average salary by contribution assumption: employee only about $107,687 at 4% or $71,791 at 6%; with 50% employer match about $71,791 at 4% or $47,861 at 6%; with 100% employer match about $53,844 at 4% or $35,896 at 6%. |
| 2013 | 1 | 28 | $2,337,901 | $134,515 | $4,804iApproximate average salary by contribution assumption: employee only about $120,103 at 4% or $80,068 at 6%; with 50% employer match about $80,068 at 4% or $53,379 at 6%; with 100% employer match about $60,051 at 4% or $40,034 at 6%. |
| Wateridge Insurance Services 401K P/S Plan | - | 28 | $2,337,901 | $134,515 | $4,804iApproximate average salary by contribution assumption: employee only about $120,103 at 4% or $80,068 at 6%; with 50% employer match about $80,068 at 4% or $53,379 at 6%; with 100% employer match about $60,051 at 4% or $40,034 at 6%. |
| 2012 | 1 | 32 | $1,950,852 | $111,813 | $3,494iApproximate average salary by contribution assumption: employee only about $87,354 at 4% or $58,236 at 6%; with 50% employer match about $58,236 at 4% or $38,824 at 6%; with 100% employer match about $43,677 at 4% or $29,118 at 6%. |
| Wateridge Insurance Services 401K P/S Plan | - | 32 | $1,950,852 | $111,813 | $3,494iApproximate average salary by contribution assumption: employee only about $87,354 at 4% or $58,236 at 6%; with 50% employer match about $58,236 at 4% or $38,824 at 6%; with 100% employer match about $43,677 at 4% or $29,118 at 6%. |
| 2011 | 1 | 34 | $1,685,707 | $114,142 | $3,357iApproximate average salary by contribution assumption: employee only about $83,928 at 4% or $55,952 at 6%; with 50% employer match about $55,952 at 4% or $37,301 at 6%; with 100% employer match about $41,964 at 4% or $27,976 at 6%. |
| Wateridge Insurance Services 401K P/S Plan | - | 34 | $1,685,707 | $114,142 | $3,357iApproximate average salary by contribution assumption: employee only about $83,928 at 4% or $55,952 at 6%; with 50% employer match about $55,952 at 4% or $37,301 at 6%; with 100% employer match about $41,964 at 4% or $27,976 at 6%. |
| 2010 | 1 | 36 | $1,674,194 | $114,923 | $3,192iApproximate average salary by contribution assumption: employee only about $79,808 at 4% or $53,205 at 6%; with 50% employer match about $53,205 at 4% or $35,470 at 6%; with 100% employer match about $39,904 at 4% or $26,603 at 6%. |
| Wateridge Insurance Services 401K P/S Plan | - | 36 | $1,674,194 | $114,923 | $3,192iApproximate average salary by contribution assumption: employee only about $79,808 at 4% or $53,205 at 6%; with 50% employer match about $53,205 at 4% or $35,470 at 6%; with 100% employer match about $39,904 at 4% or $26,603 at 6%. |
| 2009 | 1 | 31 | $1,403,362 | $88,267 | $2,847iApproximate average salary by contribution assumption: employee only about $71,183 at 4% or $47,455 at 6%; with 50% employer match about $47,455 at 4% or $31,637 at 6%; with 100% employer match about $35,592 at 4% or $23,728 at 6%. |
| Wateridge Insurance Services 401K P/S Plan | - | 31 | $1,403,362 | $88,267 | $2,847iApproximate average salary by contribution assumption: employee only about $71,183 at 4% or $47,455 at 6%; with 50% employer match about $47,455 at 4% or $31,637 at 6%; with 100% employer match about $35,592 at 4% or $23,728 at 6%. |
| 2008 | 1 | 28 | $1,044,794 | $112,195 | $4,007iApproximate average salary by contribution assumption: employee only about $100,174 at 4% or $66,783 at 6%; with 50% employer match about $66,783 at 4% or $44,522 at 6%; with 100% employer match about $50,087 at 4% or $33,391 at 6%. |
| Wateridge Insurance Services 401K P/S Plan | - | 28 | $1,044,794 | $112,195 | $4,007iApproximate average salary by contribution assumption: employee only about $100,174 at 4% or $66,783 at 6%; with 50% employer match about $66,783 at 4% or $44,522 at 6%; with 100% employer match about $50,087 at 4% or $33,391 at 6%. |
| 2007 | 1 | 30 | $1,602,421 | $156,609 | $5,220iApproximate average salary by contribution assumption: employee only about $130,508 at 4% or $87,005 at 6%; with 50% employer match about $87,005 at 4% or $58,003 at 6%; with 100% employer match about $65,254 at 4% or $43,503 at 6%. |
| Wateridge Insurance Services 401K P/S Plan | - | 30 | $1,602,421 | $156,609 | $5,220iApproximate average salary by contribution assumption: employee only about $130,508 at 4% or $87,005 at 6%; with 50% employer match about $87,005 at 4% or $58,003 at 6%; with 100% employer match about $65,254 at 4% or $43,503 at 6%. |
| 2006 | 1 | 30 | $1,344,782 | $185,636 | $6,188iApproximate average salary by contribution assumption: employee only about $154,697 at 4% or $103,131 at 6%; with 50% employer match about $103,131 at 4% or $68,754 at 6%; with 100% employer match about $77,348 at 4% or $51,566 at 6%. |
| Wateridge Insurance Services 401K P/S Plan | - | 30 | $1,344,782 | $185,636 | $6,188iApproximate average salary by contribution assumption: employee only about $154,697 at 4% or $103,131 at 6%; with 50% employer match about $103,131 at 4% or $68,754 at 6%; with 100% employer match about $77,348 at 4% or $51,566 at 6%. |
| 2005 | 1 | 32 | $1,272,325 | $161,700 | $5,053iApproximate average salary by contribution assumption: employee only about $126,328 at 4% or $84,219 at 6%; with 50% employer match about $84,219 at 4% or $56,146 at 6%; with 100% employer match about $63,164 at 4% or $42,109 at 6%. |
| Wateridge Insurance Services 401K P/S Plan | - | 32 | $1,272,325 | $161,700 | $5,053iApproximate average salary by contribution assumption: employee only about $126,328 at 4% or $84,219 at 6%; with 50% employer match about $84,219 at 4% or $56,146 at 6%; with 100% employer match about $63,164 at 4% or $42,109 at 6%. |
| 2004 | 1 | 27 | $1,036,960 | $141,890 | $5,255iApproximate average salary by contribution assumption: employee only about $131,380 at 4% or $87,586 at 6%; with 50% employer match about $87,586 at 4% or $58,391 at 6%; with 100% employer match about $65,690 at 4% or $43,793 at 6%. |
| Wateridge Insurance Services 401K P/S Plan | - | 27 | $1,036,960 | $141,890 | $5,255iApproximate average salary by contribution assumption: employee only about $131,380 at 4% or $87,586 at 6%; with 50% employer match about $87,586 at 4% or $58,391 at 6%; with 100% employer match about $65,690 at 4% or $43,793 at 6%. |
| 2003 | 1 | 26 | $1,030,578 | $139,443 | $5,363iApproximate average salary by contribution assumption: employee only about $134,080 at 4% or $89,387 at 6%; with 50% employer match about $89,387 at 4% or $59,591 at 6%; with 100% employer match about $67,040 at 4% or $44,693 at 6%. |
| Wateridge Insurance Services 401K P/S Plan | - | 26 | $1,030,578 | $139,443 | $5,363iApproximate average salary by contribution assumption: employee only about $134,080 at 4% or $89,387 at 6%; with 50% employer match about $89,387 at 4% or $59,591 at 6%; with 100% employer match about $67,040 at 4% or $44,693 at 6%. |
| 2002 | 1 | 21 | $693,592 | $124,619 | $5,934iApproximate average salary by contribution assumption: employee only about $148,356 at 4% or $98,904 at 6%; with 50% employer match about $98,904 at 4% or $65,936 at 6%; with 100% employer match about $74,178 at 4% or $49,452 at 6%. |
| Wateridge Insurance Services 401K P/S Plan | - | 21 | $693,592 | $124,619 | $5,934iApproximate average salary by contribution assumption: employee only about $148,356 at 4% or $98,904 at 6%; with 50% employer match about $98,904 at 4% or $65,936 at 6%; with 100% employer match about $74,178 at 4% or $49,452 at 6%. |
| 2001 | 1 | 29 | $742,310 | $116,560 | $4,019iApproximate average salary by contribution assumption: employee only about $100,483 at 4% or $66,989 at 6%; with 50% employer match about $66,989 at 4% or $44,659 at 6%; with 100% employer match about $50,241 at 4% or $33,494 at 6%. |
| Wateridge Insurance Services 401K P/S Plan | - | 29 | $742,310 | $116,560 | $4,019iApproximate average salary by contribution assumption: employee only about $100,483 at 4% or $66,989 at 6%; with 50% employer match about $66,989 at 4% or $44,659 at 6%; with 100% employer match about $50,241 at 4% or $33,494 at 6%. |
| 2000 | 1 | 31 | $683,761 | $115,704 | $3,732iApproximate average salary by contribution assumption: employee only about $93,310 at 4% or $62,206 at 6%; with 50% employer match about $62,206 at 4% or $41,471 at 6%; with 100% employer match about $46,655 at 4% or $31,103 at 6%. |
| Wateridge Insurance Services 401K P/S Plan | - | 31 | $683,761 | $115,704 | $3,732iApproximate average salary by contribution assumption: employee only about $93,310 at 4% or $62,206 at 6%; with 50% employer match about $62,206 at 4% or $41,471 at 6%; with 100% employer match about $46,655 at 4% or $31,103 at 6%. |
| 1999 | 1 | 26 | $599,867 | $163,895 | $6,304iApproximate average salary by contribution assumption: employee only about $157,591 at 4% or $105,061 at 6%; with 50% employer match about $105,061 at 4% or $70,041 at 6%; with 100% employer match about $78,796 at 4% or $52,530 at 6%. |
| Wateridge Insurance Services 401K P/S Plan | - | 26 | $599,867 | $163,895 | $6,304iApproximate average salary by contribution assumption: employee only about $157,591 at 4% or $105,061 at 6%; with 50% employer match about $105,061 at 4% or $70,041 at 6%; with 100% employer match about $78,796 at 4% or $52,530 at 6%. |