Civic Intelligence

Waddell Inc.

Plan context: Waddell Inc. Retirement Plan

EIN 37-0955193 • Lincoln, IL • 14 filings • 1 plans

1709 N Kickapoo StreetLincoln, IL 62656-1366
Current Snapshot

Latest Year

2012

2012 Participants

56

2012 Assets

$266,502

2012 Contributions

$39,539

Historical Graphs

Total Assets Over Time

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

$334,566$167,283$0199920062011YearValue
$266,502Latest year 2011

Participants Over Time

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

56280199920052011YearValue
56Latest year 2011

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
201210$0$0-
Waddell Inc. Retirement Plan-0$0--
2011156$266,502$39,539$706iApproximate average salary by contribution assumption: employee only about $17,651 at 4% or $11,768 at 6%; with 50% employer match about $11,768 at 4% or $7,845 at 6%; with 100% employer match about $8,826 at 4% or $5,884 at 6%.
Waddell Inc. Retirement Plan-56$266,502$39,539$706iApproximate average salary by contribution assumption: employee only about $17,651 at 4% or $11,768 at 6%; with 50% employer match about $11,768 at 4% or $7,845 at 6%; with 100% employer match about $8,826 at 4% or $5,884 at 6%.
2010154$262,724$39,345$729iApproximate average salary by contribution assumption: employee only about $18,215 at 4% or $12,144 at 6%; with 50% employer match about $12,144 at 4% or $8,096 at 6%; with 100% employer match about $9,108 at 4% or $6,072 at 6%.
Waddell Inc. Retirement Plan-54$262,724$39,345$729iApproximate average salary by contribution assumption: employee only about $18,215 at 4% or $12,144 at 6%; with 50% employer match about $12,144 at 4% or $8,096 at 6%; with 100% employer match about $9,108 at 4% or $6,072 at 6%.
2009147$212,185$35,393$753iApproximate average salary by contribution assumption: employee only about $18,826 at 4% or $12,551 at 6%; with 50% employer match about $12,551 at 4% or $8,367 at 6%; with 100% employer match about $9,413 at 4% or $6,275 at 6%.
Waddell Inc. Retirement Plan-47$212,185$35,393$753iApproximate average salary by contribution assumption: employee only about $18,826 at 4% or $12,551 at 6%; with 50% employer match about $12,551 at 4% or $8,367 at 6%; with 100% employer match about $9,413 at 4% or $6,275 at 6%.
2008154$228,398$38,528$713iApproximate average salary by contribution assumption: employee only about $17,837 at 4% or $11,891 at 6%; with 50% employer match about $11,891 at 4% or $7,928 at 6%; with 100% employer match about $8,919 at 4% or $5,946 at 6%.
Waddell Inc. Retirement Plan-54$228,398$38,528$713iApproximate average salary by contribution assumption: employee only about $17,837 at 4% or $11,891 at 6%; with 50% employer match about $11,891 at 4% or $7,928 at 6%; with 100% employer match about $8,919 at 4% or $5,946 at 6%.
2007142$334,566$62,521$1,489iApproximate average salary by contribution assumption: employee only about $37,215 at 4% or $24,810 at 6%; with 50% employer match about $24,810 at 4% or $16,540 at 6%; with 100% employer match about $18,607 at 4% or $12,405 at 6%.
Waddell Inc. Retirement Plan-42$334,566$62,521$1,489iApproximate average salary by contribution assumption: employee only about $37,215 at 4% or $24,810 at 6%; with 50% employer match about $24,810 at 4% or $16,540 at 6%; with 100% employer match about $18,607 at 4% or $12,405 at 6%.
2006133$283,012$32,660$990iApproximate average salary by contribution assumption: employee only about $24,742 at 4% or $16,495 at 6%; with 50% employer match about $16,495 at 4% or $10,997 at 6%; with 100% employer match about $12,371 at 4% or $8,247 at 6%.
Waddell Inc. Retirement Plan-33$283,012$32,660$990iApproximate average salary by contribution assumption: employee only about $24,742 at 4% or $16,495 at 6%; with 50% employer match about $16,495 at 4% or $10,997 at 6%; with 100% employer match about $12,371 at 4% or $8,247 at 6%.
2005137$233,034$31,827$860iApproximate average salary by contribution assumption: employee only about $21,505 at 4% or $14,336 at 6%; with 50% employer match about $14,336 at 4% or $9,558 at 6%; with 100% employer match about $10,752 at 4% or $7,168 at 6%.
Waddell Inc. Retirement Plan-37$233,034$31,827$860iApproximate average salary by contribution assumption: employee only about $21,505 at 4% or $14,336 at 6%; with 50% employer match about $14,336 at 4% or $9,558 at 6%; with 100% employer match about $10,752 at 4% or $7,168 at 6%.
2004139$217,335$33,662$863iApproximate average salary by contribution assumption: employee only about $21,578 at 4% or $14,385 at 6%; with 50% employer match about $14,385 at 4% or $9,590 at 6%; with 100% employer match about $10,789 at 4% or $7,193 at 6%.
Waddell Inc. Retirement Plan-39$217,335$33,662$863iApproximate average salary by contribution assumption: employee only about $21,578 at 4% or $14,385 at 6%; with 50% employer match about $14,385 at 4% or $9,590 at 6%; with 100% employer match about $10,789 at 4% or $7,193 at 6%.
2003141$185,794$41,231$1,006iApproximate average salary by contribution assumption: employee only about $25,141 at 4% or $16,761 at 6%; with 50% employer match about $16,761 at 4% or $11,174 at 6%; with 100% employer match about $12,570 at 4% or $8,380 at 6%.
Waddell Inc. Retirement Plan-41$185,794$41,231$1,006iApproximate average salary by contribution assumption: employee only about $25,141 at 4% or $16,761 at 6%; with 50% employer match about $16,761 at 4% or $11,174 at 6%; with 100% employer match about $12,570 at 4% or $8,380 at 6%.
2002143$155,780$44,794$1,042iApproximate average salary by contribution assumption: employee only about $26,043 at 4% or $17,362 at 6%; with 50% employer match about $17,362 at 4% or $11,575 at 6%; with 100% employer match about $13,022 at 4% or $8,681 at 6%.
Waddell Inc. Retirement Plan-43$155,780$44,794$1,042iApproximate average salary by contribution assumption: employee only about $26,043 at 4% or $17,362 at 6%; with 50% employer match about $17,362 at 4% or $11,575 at 6%; with 100% employer match about $13,022 at 4% or $8,681 at 6%.
2001132$0$0-
Waddell Inc. Retirement Plan-32---
2000132$165,766$44,975$1,405iApproximate average salary by contribution assumption: employee only about $35,137 at 4% or $23,424 at 6%; with 50% employer match about $23,424 at 4% or $15,616 at 6%; with 100% employer match about $17,568 at 4% or $11,712 at 6%.
Waddell Inc. Retirement Plan-32$165,766$44,975$1,405iApproximate average salary by contribution assumption: employee only about $35,137 at 4% or $23,424 at 6%; with 50% employer match about $23,424 at 4% or $15,616 at 6%; with 100% employer match about $17,568 at 4% or $11,712 at 6%.
1999133$157,683$40,210$1,218iApproximate average salary by contribution assumption: employee only about $30,462 at 4% or $20,308 at 6%; with 50% employer match about $20,308 at 4% or $13,539 at 6%; with 100% employer match about $15,231 at 4% or $10,154 at 6%.
Waddell Inc. Retirement Plan-33$157,683$40,210$1,218iApproximate average salary by contribution assumption: employee only about $30,462 at 4% or $20,308 at 6%; with 50% employer match about $20,308 at 4% or $13,539 at 6%; with 100% employer match about $15,231 at 4% or $10,154 at 6%.