Civic Intelligence

Waterton Associates

Plan context: Waterton Associates 401(K) Profit Sharing Plan

EIN 36-4020229 • 9 filings • 2 plans

Current Snapshot

Latest Year

2024

2024 Participants

815

2024 Assets

$53,642,606

2024 Contributions

$6,585,944

Historical Graphs

Total Assets Over Time

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

$53,642,606$26,821,303$0201620202024YearValue
$53,642,606Latest year 2024

Participants Over Time

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

2,2181,1090201620202024YearValue
815Latest year 2024

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
20241815$53,642,606$6,585,944$8,081iApproximate average salary by contribution assumption: employee only about $202,023 at 4% or $134,682 at 6%; with 50% employer match about $134,682 at 4% or $89,788 at 6%; with 100% employer match about $101,011 at 4% or $67,341 at 6%.
Waterton Associates 401(K) Profit Sharing Plan-815$53,642,606$6,585,944$8,081iApproximate average salary by contribution assumption: employee only about $202,023 at 4% or $134,682 at 6%; with 50% employer match about $134,682 at 4% or $89,788 at 6%; with 100% employer match about $101,011 at 4% or $67,341 at 6%.
20231765$47,559,895$6,863,142$8,971iApproximate average salary by contribution assumption: employee only about $224,286 at 4% or $149,524 at 6%; with 50% employer match about $149,524 at 4% or $99,683 at 6%; with 100% employer match about $112,143 at 4% or $74,762 at 6%.
Waterton Associates 401(K) Profit Sharing Plan-765$47,559,895$6,863,142$8,971iApproximate average salary by contribution assumption: employee only about $224,286 at 4% or $149,524 at 6%; with 50% employer match about $149,524 at 4% or $99,683 at 6%; with 100% employer match about $112,143 at 4% or $74,762 at 6%.
202212,218$39,629,378$6,405,208$2,888iApproximate average salary by contribution assumption: employee only about $72,196 at 4% or $48,131 at 6%; with 50% employer match about $48,131 at 4% or $32,087 at 6%; with 100% employer match about $36,098 at 4% or $24,065 at 6%.
Waterton Associates 401(K) Profit Sharing Plan-2,218$39,629,378$6,405,208$2,888iApproximate average salary by contribution assumption: employee only about $72,196 at 4% or $48,131 at 6%; with 50% employer match about $48,131 at 4% or $32,087 at 6%; with 100% employer match about $36,098 at 4% or $24,065 at 6%.
202111,888$46,374,117$5,454,206$2,889iApproximate average salary by contribution assumption: employee only about $72,222 at 4% or $48,148 at 6%; with 50% employer match about $48,148 at 4% or $32,099 at 6%; with 100% employer match about $36,111 at 4% or $24,074 at 6%.
Waterton Associates 401(K) Profit Sharing Plan-1,888$46,374,117$5,454,206$2,889iApproximate average salary by contribution assumption: employee only about $72,222 at 4% or $48,148 at 6%; with 50% employer match about $48,148 at 4% or $32,099 at 6%; with 100% employer match about $36,111 at 4% or $24,074 at 6%.
20201658$41,023,423$2,770,142$4,210iApproximate average salary by contribution assumption: employee only about $105,249 at 4% or $70,166 at 6%; with 50% employer match about $70,166 at 4% or $46,777 at 6%; with 100% employer match about $52,624 at 4% or $35,083 at 6%.
Waterton Associates 401(K) Profit Sharing Plan-658$41,023,423$2,770,142$4,210iApproximate average salary by contribution assumption: employee only about $105,249 at 4% or $70,166 at 6%; with 50% employer match about $70,166 at 4% or $46,777 at 6%; with 100% employer match about $52,624 at 4% or $35,083 at 6%.
20191516$29,606,587$3,212,412$6,226iApproximate average salary by contribution assumption: employee only about $155,640 at 4% or $103,760 at 6%; with 50% employer match about $103,760 at 4% or $69,173 at 6%; with 100% employer match about $77,820 at 4% or $51,880 at 6%.
Waterton Associates 401(K) Profit Sharing Plan-516$29,606,587$3,212,412$6,226iApproximate average salary by contribution assumption: employee only about $155,640 at 4% or $103,760 at 6%; with 50% employer match about $103,760 at 4% or $69,173 at 6%; with 100% employer match about $77,820 at 4% or $51,880 at 6%.
201811,271$25,643,703$4,337,568$3,413iApproximate average salary by contribution assumption: employee only about $85,318 at 4% or $56,879 at 6%; with 50% employer match about $56,879 at 4% or $37,919 at 6%; with 100% employer match about $42,659 at 4% or $28,439 at 6%.
Waterton Associates 401(K) Profit Sharing Plan-1,271$25,643,703$4,337,568$3,413iApproximate average salary by contribution assumption: employee only about $85,318 at 4% or $56,879 at 6%; with 50% employer match about $56,879 at 4% or $37,919 at 6%; with 100% employer match about $42,659 at 4% or $28,439 at 6%.
201711,172$26,272,205$4,569,680$3,899iApproximate average salary by contribution assumption: employee only about $97,476 at 4% or $64,984 at 6%; with 50% employer match about $64,984 at 4% or $43,323 at 6%; with 100% employer match about $48,738 at 4% or $32,492 at 6%.
Waterton Associates 401(K) Profit Sharing Plan-1,172$26,272,205$4,569,680$3,899iApproximate average salary by contribution assumption: employee only about $97,476 at 4% or $64,984 at 6%; with 50% employer match about $64,984 at 4% or $43,323 at 6%; with 100% employer match about $48,738 at 4% or $32,492 at 6%.
201611,222$20,296,078$4,594,886$3,760iApproximate average salary by contribution assumption: employee only about $94,003 at 4% or $62,669 at 6%; with 50% employer match about $62,669 at 4% or $41,779 at 6%; with 100% employer match about $47,002 at 4% or $31,334 at 6%.
Waterton Associates 401(K) Profit Sharing Plan-1,222$20,296,078$4,594,886$3,760iApproximate average salary by contribution assumption: employee only about $94,003 at 4% or $62,669 at 6%; with 50% employer match about $62,669 at 4% or $41,779 at 6%; with 100% employer match about $47,002 at 4% or $31,334 at 6%.