Waldron & Associates Inc.
Plan context: Waldron & Associates Inc. 401(K) Profit Sharing Plan
EIN 33-0802722 • Santa Ana, CA • 29 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$1,181,190
2024 Contributions
$18,403
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 | $1,181,190 | $0 | - |
| Waldron & Associates Inc. 401(K) Profit Sharing Plan | - | 4 | $1,181,190 | $0 | - |
| 2023 | 1 | 4 | $1,093,867 | $0 | - |
| Waldron & Associates Inc. 401(K) Profit Sharing Plan | - | 4 | $1,093,867 | $0 | - |
| 2022 | 1 | 4 | $854,235 | $0 | - |
| Waldron & Associates Inc. 401(K) Profit Sharing Plan | - | 4 | $854,235 | $0 | - |
| 2021 | 1 | 4 | $1,014,996 | $18,403 | $4,601iApproximate average salary by contribution assumption: employee only about $115,019 at 4% or $76,679 at 6%; with 50% employer match about $76,679 at 4% or $51,119 at 6%; with 100% employer match about $57,509 at 4% or $38,340 at 6%. |
| Waldron & Associates Inc. 401(K) Profit Sharing Plan | - | 4 | $1,014,996 | $18,403 | $4,601iApproximate average salary by contribution assumption: employee only about $115,019 at 4% or $76,679 at 6%; with 50% employer match about $76,679 at 4% or $51,119 at 6%; with 100% employer match about $57,509 at 4% or $38,340 at 6%. |
| 2020 | 1 | 4 | $861,981 | $0 | - |
| Waldron & Associates Inc. 401(K) Profit Sharing Plan | - | 4 | $861,981 | $0 | - |
| 2019 | 1 | 4 | $742,254 | $0 | - |
| Waldron & Associates Inc. 401(K) Profit Sharing Plan | - | 4 | $742,254 | $0 | - |
| 2018 | 1 | 4 | $683,686 | $5,159 | $1,290iApproximate average salary by contribution assumption: employee only about $32,244 at 4% or $21,496 at 6%; with 50% employer match about $21,496 at 4% or $14,331 at 6%; with 100% employer match about $16,122 at 4% or $10,748 at 6%. |
| Waldron & Associates Inc. 401(K) Profit Sharing Plan | - | 4 | $683,686 | $5,159 | $1,290iApproximate average salary by contribution assumption: employee only about $32,244 at 4% or $21,496 at 6%; with 50% employer match about $21,496 at 4% or $14,331 at 6%; with 100% employer match about $16,122 at 4% or $10,748 at 6%. |
| 2017 | 1 | 4 | $653,600 | $7,277 | $1,819iApproximate average salary by contribution assumption: employee only about $45,481 at 4% or $30,321 at 6%; with 50% employer match about $30,321 at 4% or $20,214 at 6%; with 100% employer match about $22,741 at 4% or $15,160 at 6%. |
| Waldron & Associates Inc. 401(K) Profit Sharing Plan | - | 4 | $653,600 | $7,277 | $1,819iApproximate average salary by contribution assumption: employee only about $45,481 at 4% or $30,321 at 6%; with 50% employer match about $30,321 at 4% or $20,214 at 6%; with 100% employer match about $22,741 at 4% or $15,160 at 6%. |
| 2016 | 1 | 4 | $598,365 | $30,000 | $7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%. |
| Waldron & Associates Inc. 401(K) Profit Sharing Plan | - | 4 | $598,365 | $30,000 | $7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%. |
| 2015 | 1 | 5 | $499,390 | $6,316 | $1,263iApproximate average salary by contribution assumption: employee only about $31,580 at 4% or $21,053 at 6%; with 50% employer match about $21,053 at 4% or $14,036 at 6%; with 100% employer match about $15,790 at 4% or $10,527 at 6%. |
| Waldron & Associates Inc. 401(K) Profit Sharing Plan | - | 5 | $499,390 | $6,316 | $1,263iApproximate average salary by contribution assumption: employee only about $31,580 at 4% or $21,053 at 6%; with 50% employer match about $21,053 at 4% or $14,036 at 6%; with 100% employer match about $15,790 at 4% or $10,527 at 6%. |
| 2014 | 1 | 4 | $517,045 | $0 | - |
| Waldron & Associates Inc. 401(K) Profit Sharing Plan | - | 4 | $517,045 | - | - |
| 2013 | 1 | 4 | $496,373 | $0 | - |
| Waldron & Associates Inc. 401(K) Profit Sharing Plan | - | 4 | $496,373 | - | - |
| 2012 | 1 | 4 | $431,351 | $25,000 | $6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%. |
| Waldron & Associates Inc. 401(K) Profit Sharing Plan | - | 4 | $431,351 | $25,000 | $6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%. |
| 2011 | 1 | 4 | $384,418 | $0 | - |
| Waldron & Associates Inc. 401(K) Profit Sharing Plan | - | 4 | $384,418 | - | - |
| 2010 | 1 | 4 | $393,226 | $0 | - |
| Waldron & Associates Inc. 401(K) Profit Sharing Plan | - | 4 | $393,226 | - | - |
| 2009 | 1 | 4 | $363,424 | $0 | - |
| Waldron & Associates Inc. 401(K) Profit Sharing Plan | - | 4 | $363,424 | - | - |
| 2008 | 2 | 4 | $0 | $0 | - |
| Waldron & Associates Inc. 401(K) Profit Sharing Plan | - | 4 | - | - | - |
| Waldron & Associates Inc. Defined Benefit Pension Plan | - | 0 | - | - | - |
| 2007 | 2 | 4 | $0 | $0 | - |
| Waldron & Associates Inc. Defined Benefit Pension Plan | - | 4 | - | - | - |
| Waldron & Associates Inc. 401(K) Profit Sharing Plan | - | 4 | - | - | - |
| 2006 | 1 | 3 | $601,211 | $0 | - |
| Waldron & Associates Inc. Defined Benefit Pension Plan | - | 3 | $601,211 | - | - |
| 2005 | 1 | 3 | $569,031 | $0 | - |
| Waldron & Associates Inc. Defined Benefit Pension Plan | - | 3 | $569,031 | - | - |
| 2004 | 1 | 3 | $515,426 | $0 | - |
| Waldron & Associates Inc. Defined Benefit Pension Plan | - | 3 | $515,426 | - | - |
| 2001 | 2 | 0 | $0 | $0 | - |
| Waldron Associates Inc. Profit Sharing Plan | - | 0 | - | - | - |
| Waldron & Associates Inc. Money Purchase Pension Plan | - | 0 | - | - | - |
| 2000 | 2 | 2 | $0 | $0 | - |
| Waldron Associates Inc. Profit Sharing Plan | - | 2 | - | - | - |
| Waldron & Associates Inc. Money Purchase Pension Plan | - | 2 | - | - | - |
| 1999 | 2 | 3 | $66,372 | $32,887 | $10,962iApproximate average salary by contribution assumption: employee only about $274,058 at 4% or $182,706 at 6%; with 50% employer match about $182,706 at 4% or $121,804 at 6%; with 100% employer match about $137,029 at 4% or $91,353 at 6%. |
| Waldron & Associates Inc. Money Purchase Pension Plan | - | 3 | $39,768 | $22,828 | $7,609iApproximate average salary by contribution assumption: employee only about $190,233 at 4% or $126,822 at 6%; with 50% employer match about $126,822 at 4% or $84,548 at 6%; with 100% employer match about $95,117 at 4% or $63,411 at 6%. |
| Waldron Associates Inc. Profit Sharing Plan | - | 3 | $26,604 | $10,059 | $3,353iApproximate average salary by contribution assumption: employee only about $83,825 at 4% or $55,883 at 6%; with 50% employer match about $55,883 at 4% or $37,256 at 6%; with 100% employer match about $41,913 at 4% or $27,942 at 6%. |