Waldman Management
Plan context: Waldman Investment Associates LLC 401(K) Profit Sharing Plan
EIN 38-2847265 • Sylvan Lake, MI • 21 filings • 3 plans
Current Snapshot
Latest Year
2020
2020 Participants
4
2020 Assets
$768,735
2020 Contributions
$4,450
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 | $0 | - |
| Waldman Investment Associates LLC 401(K) Profit Sharing Plan | - | 0 | $0 | $0 | - |
| 2019 | 1 | 4 | $768,735 | $4,450 | $1,113iApproximate average salary by contribution assumption: employee only about $27,813 at 4% or $18,542 at 6%; with 50% employer match about $18,542 at 4% or $12,361 at 6%; with 100% employer match about $13,906 at 4% or $9,271 at 6%. |
| Waldman Investment Associates LLC 401(K) Profit Sharing Plan | - | 4 | $768,735 | $4,450 | $1,113iApproximate average salary by contribution assumption: employee only about $27,813 at 4% or $18,542 at 6%; with 50% employer match about $18,542 at 4% or $12,361 at 6%; with 100% employer match about $13,906 at 4% or $9,271 at 6%. |
| 2018 | 1 | 5 | $685,005 | $33,012 | $6,602iApproximate average salary by contribution assumption: employee only about $165,060 at 4% or $110,040 at 6%; with 50% employer match about $110,040 at 4% or $73,360 at 6%; with 100% employer match about $82,530 at 4% or $55,020 at 6%. |
| Waldman Investment Associates LLC 401(K) Profit Sharing Plan | - | 5 | $685,005 | $33,012 | $6,602iApproximate average salary by contribution assumption: employee only about $165,060 at 4% or $110,040 at 6%; with 50% employer match about $110,040 at 4% or $73,360 at 6%; with 100% employer match about $82,530 at 4% or $55,020 at 6%. |
| 2017 | 1 | 5 | $762,820 | $34,981 | $6,996iApproximate average salary by contribution assumption: employee only about $174,905 at 4% or $116,603 at 6%; with 50% employer match about $116,603 at 4% or $77,736 at 6%; with 100% employer match about $87,453 at 4% or $58,302 at 6%. |
| Waldman Investment Associates LLC 401(K) Profit Sharing Plan | - | 5 | $762,820 | $34,981 | $6,996iApproximate average salary by contribution assumption: employee only about $174,905 at 4% or $116,603 at 6%; with 50% employer match about $116,603 at 4% or $77,736 at 6%; with 100% employer match about $87,453 at 4% or $58,302 at 6%. |
| 2016 | 1 | 5 | $629,330 | $34,668 | $6,934iApproximate average salary by contribution assumption: employee only about $173,340 at 4% or $115,560 at 6%; with 50% employer match about $115,560 at 4% or $77,040 at 6%; with 100% employer match about $86,670 at 4% or $57,780 at 6%. |
| Waldman Investment Associates LLC 401(K) Profit Sharing Plan | - | 5 | $629,330 | $34,668 | $6,934iApproximate average salary by contribution assumption: employee only about $173,340 at 4% or $115,560 at 6%; with 50% employer match about $115,560 at 4% or $77,040 at 6%; with 100% employer match about $86,670 at 4% or $57,780 at 6%. |
| 2015 | 1 | 4 | $548,762 | $32,197 | $8,049iApproximate average salary by contribution assumption: employee only about $201,231 at 4% or $134,154 at 6%; with 50% employer match about $134,154 at 4% or $89,436 at 6%; with 100% employer match about $100,616 at 4% or $67,077 at 6%. |
| Waldman Investment Associates LLC 401(K) Profit Sharing Plan | - | 4 | $548,762 | $32,197 | $8,049iApproximate average salary by contribution assumption: employee only about $201,231 at 4% or $134,154 at 6%; with 50% employer match about $134,154 at 4% or $89,436 at 6%; with 100% employer match about $100,616 at 4% or $67,077 at 6%. |
| 2014 | 1 | 5 | $665,734 | $28,976 | $5,795iApproximate average salary by contribution assumption: employee only about $144,880 at 4% or $96,587 at 6%; with 50% employer match about $96,587 at 4% or $64,391 at 6%; with 100% employer match about $72,440 at 4% or $48,293 at 6%. |
| Waldman Investment Associates LLC 401(K) Profit Sharing Plan | - | 5 | $665,734 | $28,976 | $5,795iApproximate average salary by contribution assumption: employee only about $144,880 at 4% or $96,587 at 6%; with 50% employer match about $96,587 at 4% or $64,391 at 6%; with 100% employer match about $72,440 at 4% or $48,293 at 6%. |
| 2013 | 1 | 5 | $595,375 | $25,804 | $5,161iApproximate average salary by contribution assumption: employee only about $129,020 at 4% or $86,013 at 6%; with 50% employer match about $86,013 at 4% or $57,342 at 6%; with 100% employer match about $64,510 at 4% or $43,007 at 6%. |
| Waldman Investment Associates LLC 401(K) Profit Sharing Plan | - | 5 | $595,375 | $25,804 | $5,161iApproximate average salary by contribution assumption: employee only about $129,020 at 4% or $86,013 at 6%; with 50% employer match about $86,013 at 4% or $57,342 at 6%; with 100% employer match about $64,510 at 4% or $43,007 at 6%. |
| 2012 | 1 | 5 | $661,504 | $32,023 | $6,405iApproximate average salary by contribution assumption: employee only about $160,115 at 4% or $106,743 at 6%; with 50% employer match about $106,743 at 4% or $71,162 at 6%; with 100% employer match about $80,058 at 4% or $53,372 at 6%. |
| Waldman Investment Associates LLC 401(K) Profit Sharing Plan | - | 5 | $661,504 | $32,023 | $6,405iApproximate average salary by contribution assumption: employee only about $160,115 at 4% or $106,743 at 6%; with 50% employer match about $106,743 at 4% or $71,162 at 6%; with 100% employer match about $80,058 at 4% or $53,372 at 6%. |
| 2011 | 1 | 5 | $570,770 | $37,099 | $7,420iApproximate average salary by contribution assumption: employee only about $185,495 at 4% or $123,663 at 6%; with 50% employer match about $123,663 at 4% or $82,442 at 6%; with 100% employer match about $92,748 at 4% or $61,832 at 6%. |
| Waldman Investment Associates LLC 401(K) Profit Sharing Plan | - | 5 | $570,770 | $37,099 | $7,420iApproximate average salary by contribution assumption: employee only about $185,495 at 4% or $123,663 at 6%; with 50% employer match about $123,663 at 4% or $82,442 at 6%; with 100% employer match about $92,748 at 4% or $61,832 at 6%. |
| 2010 | 1 | 6 | $564,259 | $47,086 | $7,848iApproximate average salary by contribution assumption: employee only about $196,192 at 4% or $130,794 at 6%; with 50% employer match about $130,794 at 4% or $87,196 at 6%; with 100% employer match about $98,096 at 4% or $65,397 at 6%. |
| Waldman Investment Associates LLC 401(K) Profit Sharing Plan | - | 6 | $564,259 | $47,086 | $7,848iApproximate average salary by contribution assumption: employee only about $196,192 at 4% or $130,794 at 6%; with 50% employer match about $130,794 at 4% or $87,196 at 6%; with 100% employer match about $98,096 at 4% or $65,397 at 6%. |
| 2009 | 1 | 6 | $700,438 | $43,224 | $7,204iApproximate average salary by contribution assumption: employee only about $180,100 at 4% or $120,067 at 6%; with 50% employer match about $120,067 at 4% or $80,044 at 6%; with 100% employer match about $90,050 at 4% or $60,033 at 6%. |
| Waldman Investment Associates LLC 401(K) Profit Sharing Plan | - | 6 | $700,438 | $43,224 | $7,204iApproximate average salary by contribution assumption: employee only about $180,100 at 4% or $120,067 at 6%; with 50% employer match about $120,067 at 4% or $80,044 at 6%; with 100% employer match about $90,050 at 4% or $60,033 at 6%. |
| 2008 | 1 | 7 | $568,853 | $38,256 | $5,465iApproximate average salary by contribution assumption: employee only about $136,629 at 4% or $91,086 at 6%; with 50% employer match about $91,086 at 4% or $60,724 at 6%; with 100% employer match about $68,314 at 4% or $45,543 at 6%. |
| Waldman Investment Associates LLC 401(K) Profit Sharing Plan | - | 7 | $568,853 | $38,256 | $5,465iApproximate average salary by contribution assumption: employee only about $136,629 at 4% or $91,086 at 6%; with 50% employer match about $91,086 at 4% or $60,724 at 6%; with 100% employer match about $68,314 at 4% or $45,543 at 6%. |
| 2007 | 1 | 7 | $0 | $0 | - |
| Waldman Investment Associates LLC 401(K) Profit Sharing Plan | - | 7 | - | - | - |
| 2006 | 1 | 6 | $632,987 | $48,844 | $8,141iApproximate average salary by contribution assumption: employee only about $203,517 at 4% or $135,678 at 6%; with 50% employer match about $135,678 at 4% or $90,452 at 6%; with 100% employer match about $101,758 at 4% or $67,839 at 6%. |
| Waldman Investment Associates LLC 401(K) Profit Sharing Plan | - | 6 | $632,987 | $48,844 | $8,141iApproximate average salary by contribution assumption: employee only about $203,517 at 4% or $135,678 at 6%; with 50% employer match about $135,678 at 4% or $90,452 at 6%; with 100% employer match about $101,758 at 4% or $67,839 at 6%. |
| 2005 | 1 | 6 | $541,922 | $47,264 | $7,877iApproximate average salary by contribution assumption: employee only about $196,933 at 4% or $131,289 at 6%; with 50% employer match about $131,289 at 4% or $87,526 at 6%; with 100% employer match about $98,467 at 4% or $65,644 at 6%. |
| Waldman Investment Associates LLC 401(K) Profit Sharing Plan | - | 6 | $541,922 | $47,264 | $7,877iApproximate average salary by contribution assumption: employee only about $196,933 at 4% or $131,289 at 6%; with 50% employer match about $131,289 at 4% or $87,526 at 6%; with 100% employer match about $98,467 at 4% or $65,644 at 6%. |
| 2004 | 1 | 6 | $475,946 | $48,249 | $8,042iApproximate average salary by contribution assumption: employee only about $201,038 at 4% or $134,025 at 6%; with 50% employer match about $134,025 at 4% or $89,350 at 6%; with 100% employer match about $100,519 at 4% or $67,013 at 6%. |
| Waldman Investment Associates LLC 401(K) Profit Sharing Plan | - | 6 | $475,946 | $48,249 | $8,042iApproximate average salary by contribution assumption: employee only about $201,038 at 4% or $134,025 at 6%; with 50% employer match about $134,025 at 4% or $89,350 at 6%; with 100% employer match about $100,519 at 4% or $67,013 at 6%. |
| 2003 | 1 | 7 | $403,538 | $48,452 | $6,922iApproximate average salary by contribution assumption: employee only about $173,043 at 4% or $115,362 at 6%; with 50% employer match about $115,362 at 4% or $76,908 at 6%; with 100% employer match about $86,521 at 4% or $57,681 at 6%. |
| Waldman Investment Associates LLC 401(K) Profit Sharing Plan | - | 7 | $403,538 | $48,452 | $6,922iApproximate average salary by contribution assumption: employee only about $173,043 at 4% or $115,362 at 6%; with 50% employer match about $115,362 at 4% or $76,908 at 6%; with 100% employer match about $86,521 at 4% or $57,681 at 6%. |
| 2002 | 1 | 6 | $293,019 | $36,182 | $6,030iApproximate average salary by contribution assumption: employee only about $150,758 at 4% or $100,506 at 6%; with 50% employer match about $100,506 at 4% or $67,004 at 6%; with 100% employer match about $75,379 at 4% or $50,253 at 6%. |
| Waldman Investment Associates LLC 401(K) Profit Sharing Plan | - | 6 | $293,019 | $36,182 | $6,030iApproximate average salary by contribution assumption: employee only about $150,758 at 4% or $100,506 at 6%; with 50% employer match about $100,506 at 4% or $67,004 at 6%; with 100% employer match about $75,379 at 4% or $50,253 at 6%. |
| 2001 | 1 | 6 | $0 | $0 | - |
| Waldman Investment Associates LLC 401(K) Profit Sharing Plan | - | 6 | - | - | - |
| 2000 | 1 | 6 | $0 | $0 | - |
| Waldman Investment Associates LLC 401(K) Profit Sharing Plan | - | 6 | - | - | - |