Waldo & Associates Inc.
Plan context: Waldo & Associates Inc. 401K Profit Sharing Plan
EIN 34-1310338 • Perrysburg, OH • 23 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
16
2024 Assets
$1,455,003
2024 Contributions
$87,168
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 | 0 | $0 | $0 | - |
| Waldo & Associates Inc. 401K Profit Sharing Plan | - | 0 | $0 | $0 | - |
| 2023 | 1 | 16 | $1,455,003 | $87,168 | $5,448iApproximate average salary by contribution assumption: employee only about $136,200 at 4% or $90,800 at 6%; with 50% employer match about $90,800 at 4% or $60,533 at 6%; with 100% employer match about $68,100 at 4% or $45,400 at 6%. |
| Waldo & Associates Inc. 401K Profit Sharing Plan | - | 16 | $1,455,003 | $87,168 | $5,448iApproximate average salary by contribution assumption: employee only about $136,200 at 4% or $90,800 at 6%; with 50% employer match about $90,800 at 4% or $60,533 at 6%; with 100% employer match about $68,100 at 4% or $45,400 at 6%. |
| 2022 | 1 | 17 | $1,217,483 | $108,766 | $6,398iApproximate average salary by contribution assumption: employee only about $159,950 at 4% or $106,633 at 6%; with 50% employer match about $106,633 at 4% or $71,089 at 6%; with 100% employer match about $79,975 at 4% or $53,317 at 6%. |
| Waldo & Associates Inc. 401K Profit Sharing Plan | - | 17 | $1,217,483 | $108,766 | $6,398iApproximate average salary by contribution assumption: employee only about $159,950 at 4% or $106,633 at 6%; with 50% employer match about $106,633 at 4% or $71,089 at 6%; with 100% employer match about $79,975 at 4% or $53,317 at 6%. |
| 2021 | 1 | 16 | $1,388,332 | $97,673 | $6,105iApproximate average salary by contribution assumption: employee only about $152,614 at 4% or $101,743 at 6%; with 50% employer match about $101,743 at 4% or $67,828 at 6%; with 100% employer match about $76,307 at 4% or $50,871 at 6%. |
| Waldo & Associates Inc. 401K Profit Sharing Plan | - | 16 | $1,388,332 | $97,673 | $6,105iApproximate average salary by contribution assumption: employee only about $152,614 at 4% or $101,743 at 6%; with 50% employer match about $101,743 at 4% or $67,828 at 6%; with 100% employer match about $76,307 at 4% or $50,871 at 6%. |
| 2020 | 1 | 16 | $1,233,362 | $81,334 | $5,083iApproximate average salary by contribution assumption: employee only about $127,084 at 4% or $84,723 at 6%; with 50% employer match about $84,723 at 4% or $56,482 at 6%; with 100% employer match about $63,542 at 4% or $42,361 at 6%. |
| Waldo & Associates Inc. 401K Profit Sharing Plan | - | 16 | $1,233,362 | $81,334 | $5,083iApproximate average salary by contribution assumption: employee only about $127,084 at 4% or $84,723 at 6%; with 50% employer match about $84,723 at 4% or $56,482 at 6%; with 100% employer match about $63,542 at 4% or $42,361 at 6%. |
| 2019 | 1 | 17 | $953,812 | $75,836 | $4,461iApproximate average salary by contribution assumption: employee only about $111,524 at 4% or $74,349 at 6%; with 50% employer match about $74,349 at 4% or $49,566 at 6%; with 100% employer match about $55,762 at 4% or $37,175 at 6%. |
| Waldo & Associates Inc. 401K Profit Sharing Plan | - | 17 | $953,812 | $75,836 | $4,461iApproximate average salary by contribution assumption: employee only about $111,524 at 4% or $74,349 at 6%; with 50% employer match about $74,349 at 4% or $49,566 at 6%; with 100% employer match about $55,762 at 4% or $37,175 at 6%. |
| 2018 | 1 | 14 | $798,661 | $137,802 | $9,843iApproximate average salary by contribution assumption: employee only about $246,075 at 4% or $164,050 at 6%; with 50% employer match about $164,050 at 4% or $109,367 at 6%; with 100% employer match about $123,038 at 4% or $82,025 at 6%. |
| Waldo & Associates Inc. 401K Profit Sharing Plan | - | 14 | $798,661 | $137,802 | $9,843iApproximate average salary by contribution assumption: employee only about $246,075 at 4% or $164,050 at 6%; with 50% employer match about $164,050 at 4% or $109,367 at 6%; with 100% employer match about $123,038 at 4% or $82,025 at 6%. |
| 2017 | 1 | 14 | $747,852 | $70,710 | $5,051iApproximate average salary by contribution assumption: employee only about $126,268 at 4% or $84,179 at 6%; with 50% employer match about $84,179 at 4% or $56,119 at 6%; with 100% employer match about $63,134 at 4% or $42,089 at 6%. |
| Waldo & Associates Inc. 401K Profit Sharing Plan | - | 14 | $747,852 | $70,710 | $5,051iApproximate average salary by contribution assumption: employee only about $126,268 at 4% or $84,179 at 6%; with 50% employer match about $84,179 at 4% or $56,119 at 6%; with 100% employer match about $63,134 at 4% or $42,089 at 6%. |
| 2016 | 1 | 13 | $556,070 | $80,465 | $6,190iApproximate average salary by contribution assumption: employee only about $154,740 at 4% or $103,160 at 6%; with 50% employer match about $103,160 at 4% or $68,774 at 6%; with 100% employer match about $77,370 at 4% or $51,580 at 6%. |
| Waldo & Associates Inc. 401K Profit Sharing Plan | - | 13 | $556,070 | $80,465 | $6,190iApproximate average salary by contribution assumption: employee only about $154,740 at 4% or $103,160 at 6%; with 50% employer match about $103,160 at 4% or $68,774 at 6%; with 100% employer match about $77,370 at 4% or $51,580 at 6%. |
| 2015 | 1 | 13 | $441,257 | $65,760 | $5,058iApproximate average salary by contribution assumption: employee only about $126,462 at 4% or $84,308 at 6%; with 50% employer match about $84,308 at 4% or $56,205 at 6%; with 100% employer match about $63,231 at 4% or $42,154 at 6%. |
| Waldo & Associates Inc. 401K Profit Sharing Plan | - | 13 | $441,257 | $65,760 | $5,058iApproximate average salary by contribution assumption: employee only about $126,462 at 4% or $84,308 at 6%; with 50% employer match about $84,308 at 4% or $56,205 at 6%; with 100% employer match about $63,231 at 4% or $42,154 at 6%. |
| 2014 | 1 | 13 | $383,644 | $44,150 | $3,396iApproximate average salary by contribution assumption: employee only about $84,904 at 4% or $56,603 at 6%; with 50% employer match about $56,603 at 4% or $37,735 at 6%; with 100% employer match about $42,452 at 4% or $28,301 at 6%. |
| Waldo & Associates Inc. 401K Profit Sharing Plan | - | 13 | $383,644 | $44,150 | $3,396iApproximate average salary by contribution assumption: employee only about $84,904 at 4% or $56,603 at 6%; with 50% employer match about $56,603 at 4% or $37,735 at 6%; with 100% employer match about $42,452 at 4% or $28,301 at 6%. |
| 2013 | 1 | 10 | $316,378 | $24,212 | $2,421iApproximate average salary by contribution assumption: employee only about $60,530 at 4% or $40,353 at 6%; with 50% employer match about $40,353 at 4% or $26,902 at 6%; with 100% employer match about $30,265 at 4% or $20,177 at 6%. |
| Waldo & Associates Inc. 401K Profit Sharing Plan | - | 10 | $316,378 | $24,212 | $2,421iApproximate average salary by contribution assumption: employee only about $60,530 at 4% or $40,353 at 6%; with 50% employer match about $40,353 at 4% or $26,902 at 6%; with 100% employer match about $30,265 at 4% or $20,177 at 6%. |
| 2012 | 1 | 11 | $247,891 | $23,951 | $2,177iApproximate average salary by contribution assumption: employee only about $54,434 at 4% or $36,289 at 6%; with 50% employer match about $36,289 at 4% or $24,193 at 6%; with 100% employer match about $27,217 at 4% or $18,145 at 6%. |
| Waldo & Associates Inc. 401K Profit Sharing Plan | - | 11 | $247,891 | $23,951 | $2,177iApproximate average salary by contribution assumption: employee only about $54,434 at 4% or $36,289 at 6%; with 50% employer match about $36,289 at 4% or $24,193 at 6%; with 100% employer match about $27,217 at 4% or $18,145 at 6%. |
| 2011 | 1 | 18 | $233,486 | $25,609 | $1,423iApproximate average salary by contribution assumption: employee only about $35,568 at 4% or $23,712 at 6%; with 50% employer match about $23,712 at 4% or $15,808 at 6%; with 100% employer match about $17,784 at 4% or $11,856 at 6%. |
| Waldo & Associates Inc. 401K Profit Sharing Plan | - | 18 | $233,486 | $25,609 | $1,423iApproximate average salary by contribution assumption: employee only about $35,568 at 4% or $23,712 at 6%; with 50% employer match about $23,712 at 4% or $15,808 at 6%; with 100% employer match about $17,784 at 4% or $11,856 at 6%. |
| 2010 | 1 | 24 | $256,157 | $28,669 | $1,195iApproximate average salary by contribution assumption: employee only about $29,864 at 4% or $19,909 at 6%; with 50% employer match about $19,909 at 4% or $13,273 at 6%; with 100% employer match about $14,932 at 4% or $9,955 at 6%. |
| Waldo & Associates Inc. 401K Profit Sharing Plan | - | 24 | $256,157 | $28,669 | $1,195iApproximate average salary by contribution assumption: employee only about $29,864 at 4% or $19,909 at 6%; with 50% employer match about $19,909 at 4% or $13,273 at 6%; with 100% employer match about $14,932 at 4% or $9,955 at 6%. |
| 2009 | 1 | 22 | $205,038 | $38,635 | $1,756iApproximate average salary by contribution assumption: employee only about $43,903 at 4% or $29,269 at 6%; with 50% employer match about $29,269 at 4% or $19,513 at 6%; with 100% employer match about $21,952 at 4% or $14,634 at 6%. |
| Waldo & Associates Inc. 401K Profit Sharing Plan | - | 22 | $205,038 | $38,635 | $1,756iApproximate average salary by contribution assumption: employee only about $43,903 at 4% or $29,269 at 6%; with 50% employer match about $29,269 at 4% or $19,513 at 6%; with 100% employer match about $21,952 at 4% or $14,634 at 6%. |
| 2008 | 1 | 17 | $130,836 | $20,901 | $1,229iApproximate average salary by contribution assumption: employee only about $30,737 at 4% or $20,491 at 6%; with 50% employer match about $20,491 at 4% or $13,661 at 6%; with 100% employer match about $15,368 at 4% or $10,246 at 6%. |
| Waldo & Associates Inc. 401K Profit Sharing Plan | - | 17 | $130,836 | $20,901 | $1,229iApproximate average salary by contribution assumption: employee only about $30,737 at 4% or $20,491 at 6%; with 50% employer match about $20,491 at 4% or $13,661 at 6%; with 100% employer match about $15,368 at 4% or $10,246 at 6%. |
| 2007 | 1 | 14 | $165,464 | $22,520 | $1,609iApproximate average salary by contribution assumption: employee only about $40,214 at 4% or $26,810 at 6%; with 50% employer match about $26,810 at 4% or $17,873 at 6%; with 100% employer match about $20,107 at 4% or $13,405 at 6%. |
| Waldo & Associates Inc. 401K Profit Sharing Plan | - | 14 | $165,464 | $22,520 | $1,609iApproximate average salary by contribution assumption: employee only about $40,214 at 4% or $26,810 at 6%; with 50% employer match about $26,810 at 4% or $17,873 at 6%; with 100% employer match about $20,107 at 4% or $13,405 at 6%. |
| 2006 | 1 | 18 | $144,594 | $22,035 | $1,224iApproximate average salary by contribution assumption: employee only about $30,604 at 4% or $20,403 at 6%; with 50% employer match about $20,403 at 4% or $13,602 at 6%; with 100% employer match about $15,302 at 4% or $10,201 at 6%. |
| Waldo & Associates Inc. 401K Profit Sharing Plan | - | 18 | $144,594 | $22,035 | $1,224iApproximate average salary by contribution assumption: employee only about $30,604 at 4% or $20,403 at 6%; with 50% employer match about $20,403 at 4% or $13,602 at 6%; with 100% employer match about $15,302 at 4% or $10,201 at 6%. |
| 2005 | 1 | 23 | $133,321 | $24,983 | $1,086iApproximate average salary by contribution assumption: employee only about $27,155 at 4% or $18,104 at 6%; with 50% employer match about $18,104 at 4% or $12,069 at 6%; with 100% employer match about $13,578 at 4% or $9,052 at 6%. |
| Waldo & Associates Inc. 401K Profit Sharing Plan | - | 23 | $133,321 | $24,983 | $1,086iApproximate average salary by contribution assumption: employee only about $27,155 at 4% or $18,104 at 6%; with 50% employer match about $18,104 at 4% or $12,069 at 6%; with 100% employer match about $13,578 at 4% or $9,052 at 6%. |
| 2004 | 1 | 24 | $106,136 | $21,565 | $899iApproximate average salary by contribution assumption: employee only about $22,464 at 4% or $14,976 at 6%; with 50% employer match about $14,976 at 4% or $9,984 at 6%; with 100% employer match about $11,232 at 4% or $7,488 at 6%. |
| Waldo & Associates Inc. 401K Profit Sharing Plan | - | 24 | $106,136 | $21,565 | $899iApproximate average salary by contribution assumption: employee only about $22,464 at 4% or $14,976 at 6%; with 50% employer match about $14,976 at 4% or $9,984 at 6%; with 100% employer match about $11,232 at 4% or $7,488 at 6%. |
| 2003 | 1 | 24 | $103,467 | $21,803 | $908iApproximate average salary by contribution assumption: employee only about $22,711 at 4% or $15,141 at 6%; with 50% employer match about $15,141 at 4% or $10,094 at 6%; with 100% employer match about $11,356 at 4% or $7,570 at 6%. |
| Waldo & Associates Inc. 401K Profit Sharing Plan | - | 24 | $103,467 | $21,803 | $908iApproximate average salary by contribution assumption: employee only about $22,711 at 4% or $15,141 at 6%; with 50% employer match about $15,141 at 4% or $10,094 at 6%; with 100% employer match about $11,356 at 4% or $7,570 at 6%. |
| 2001 | 1 | 24 | $95,818 | $29,653 | $1,236iApproximate average salary by contribution assumption: employee only about $30,889 at 4% or $20,592 at 6%; with 50% employer match about $20,592 at 4% or $13,728 at 6%; with 100% employer match about $15,444 at 4% or $10,296 at 6%. |
| Waldo & Associates Inc. 401K Profit Sharing Plan | - | 24 | $95,818 | $29,653 | $1,236iApproximate average salary by contribution assumption: employee only about $30,889 at 4% or $20,592 at 6%; with 50% employer match about $20,592 at 4% or $13,728 at 6%; with 100% employer match about $15,444 at 4% or $10,296 at 6%. |