Civic Intelligence

Dr. Steven M. Waldman, S.C.

Plan context: Dr. Steven M. Waldman, S.C. 401(K) Plan

EIN 39-1703573 • Milwaukee, WI • 25 filings • 10 plans

10125 W North AveMilwaukee, WI 53226-2426
Current Snapshot

Latest Year

2025

2025 Participants

11

2025 Assets

$788,000

2025 Contributions

$15,629

Historical Graphs

Total Assets Over Time

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

$2,138,922$1,069,461$0200420152025YearValue
$788,000Latest year 2025

Participants Over Time

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

22110200420152025YearValue
11Latest year 2025

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
2025111$788,000$0-
Dr. Steven M. Waldman, S.C. 401(K) Plan-11$788,000$0-
2024111$693,612$15,629$1,421iApproximate average salary by contribution assumption: employee only about $35,520 at 4% or $23,680 at 6%; with 50% employer match about $23,680 at 4% or $15,787 at 6%; with 100% employer match about $17,760 at 4% or $11,840 at 6%.
Dr. Steven M. Waldman, S.C. 401(K) Plan-11$693,612$15,629$1,421iApproximate average salary by contribution assumption: employee only about $35,520 at 4% or $23,680 at 6%; with 50% employer match about $23,680 at 4% or $15,787 at 6%; with 100% employer match about $17,760 at 4% or $11,840 at 6%.
2023111$619,242$0-
Dr. Steven M. Waldman, S.C. 401(K) Plan-11$619,242$0-
2022111$552,664$28,875$2,625iApproximate average salary by contribution assumption: employee only about $65,625 at 4% or $43,750 at 6%; with 50% employer match about $43,750 at 4% or $29,167 at 6%; with 100% employer match about $32,813 at 4% or $21,875 at 6%.
Dr. Steven M. Waldman, S.C. 401(K) Plan-11$552,664$28,875$2,625iApproximate average salary by contribution assumption: employee only about $65,625 at 4% or $43,750 at 6%; with 50% employer match about $43,750 at 4% or $29,167 at 6%; with 100% employer match about $32,813 at 4% or $21,875 at 6%.
2021114$776,367$51,263$3,662iApproximate average salary by contribution assumption: employee only about $91,541 at 4% or $61,027 at 6%; with 50% employer match about $61,027 at 4% or $40,685 at 6%; with 100% employer match about $45,771 at 4% or $30,514 at 6%.
Dr. Steven M. Waldman, S.C. 401(K) Plan-14$776,367$51,263$3,662iApproximate average salary by contribution assumption: employee only about $91,541 at 4% or $61,027 at 6%; with 50% employer match about $61,027 at 4% or $40,685 at 6%; with 100% employer match about $45,771 at 4% or $30,514 at 6%.
2020116$688,266$78,372$4,898iApproximate average salary by contribution assumption: employee only about $122,456 at 4% or $81,638 at 6%; with 50% employer match about $81,638 at 4% or $54,425 at 6%; with 100% employer match about $61,228 at 4% or $40,819 at 6%.
Dr. Steven M. Waldman, S.C. 401(K) Plan-16$688,266$78,372$4,898iApproximate average salary by contribution assumption: employee only about $122,456 at 4% or $81,638 at 6%; with 50% employer match about $81,638 at 4% or $54,425 at 6%; with 100% employer match about $61,228 at 4% or $40,819 at 6%.
2019122$764,282$85,402$3,882iApproximate average salary by contribution assumption: employee only about $97,048 at 4% or $64,698 at 6%; with 50% employer match about $64,698 at 4% or $43,132 at 6%; with 100% employer match about $48,524 at 4% or $32,349 at 6%.
Dr. Steven M. Waldman, S.C. 401(K) Plan-22$764,282$85,402$3,882iApproximate average salary by contribution assumption: employee only about $97,048 at 4% or $64,698 at 6%; with 50% employer match about $64,698 at 4% or $43,132 at 6%; with 100% employer match about $48,524 at 4% or $32,349 at 6%.
2018122$600,843$117,780$5,354iApproximate average salary by contribution assumption: employee only about $133,841 at 4% or $89,227 at 6%; with 50% employer match about $89,227 at 4% or $59,485 at 6%; with 100% employer match about $66,920 at 4% or $44,614 at 6%.
Dr. Steven M. Waldman, S.C. 401(K) Plan-22$600,843$117,780$5,354iApproximate average salary by contribution assumption: employee only about $133,841 at 4% or $89,227 at 6%; with 50% employer match about $89,227 at 4% or $59,485 at 6%; with 100% employer match about $66,920 at 4% or $44,614 at 6%.
2017122$911,409$141,247$6,420iApproximate average salary by contribution assumption: employee only about $160,508 at 4% or $107,005 at 6%; with 50% employer match about $107,005 at 4% or $71,337 at 6%; with 100% employer match about $80,254 at 4% or $53,503 at 6%.
Dr. Steven M. Waldman, S.C. 401(K) Plan-22$911,409$141,247$6,420iApproximate average salary by contribution assumption: employee only about $160,508 at 4% or $107,005 at 6%; with 50% employer match about $107,005 at 4% or $71,337 at 6%; with 100% employer match about $80,254 at 4% or $53,503 at 6%.
2016120$749,026$172,546$8,627iApproximate average salary by contribution assumption: employee only about $215,682 at 4% or $143,788 at 6%; with 50% employer match about $143,788 at 4% or $95,859 at 6%; with 100% employer match about $107,841 at 4% or $71,894 at 6%.
Dr. Steven M. Waldman, S.C. 401(K) Plan-20$749,026$172,546$8,627iApproximate average salary by contribution assumption: employee only about $215,682 at 4% or $143,788 at 6%; with 50% employer match about $143,788 at 4% or $95,859 at 6%; with 100% employer match about $107,841 at 4% or $71,894 at 6%.
2015117$816,498$111,372$6,551iApproximate average salary by contribution assumption: employee only about $163,782 at 4% or $109,188 at 6%; with 50% employer match about $109,188 at 4% or $72,792 at 6%; with 100% employer match about $81,891 at 4% or $54,594 at 6%.
Dr. Steven M. Waldman, S.C. 401(K) Plan-17$816,498$111,372$6,551iApproximate average salary by contribution assumption: employee only about $163,782 at 4% or $109,188 at 6%; with 50% employer match about $109,188 at 4% or $72,792 at 6%; with 100% employer match about $81,891 at 4% or $54,594 at 6%.
2014120$755,255$115,741$5,787iApproximate average salary by contribution assumption: employee only about $144,676 at 4% or $96,451 at 6%; with 50% employer match about $96,451 at 4% or $64,301 at 6%; with 100% employer match about $72,338 at 4% or $48,225 at 6%.
Dr. Steven M. Waldman, S.C. 401(K) Plan-20$755,255$115,741$5,787iApproximate average salary by contribution assumption: employee only about $144,676 at 4% or $96,451 at 6%; with 50% employer match about $96,451 at 4% or $64,301 at 6%; with 100% employer match about $72,338 at 4% or $48,225 at 6%.
2013120$775,401$152,895$7,645iApproximate average salary by contribution assumption: employee only about $191,119 at 4% or $127,413 at 6%; with 50% employer match about $127,413 at 4% or $84,942 at 6%; with 100% employer match about $95,559 at 4% or $63,706 at 6%.
Dr. Steven M. Waldman, S.C. 401(K) Plan-20$775,401$152,895$7,645iApproximate average salary by contribution assumption: employee only about $191,119 at 4% or $127,413 at 6%; with 50% employer match about $127,413 at 4% or $84,942 at 6%; with 100% employer match about $95,559 at 4% or $63,706 at 6%.
2012120$590,533$150,730$7,537iApproximate average salary by contribution assumption: employee only about $188,413 at 4% or $125,608 at 6%; with 50% employer match about $125,608 at 4% or $83,739 at 6%; with 100% employer match about $94,206 at 4% or $62,804 at 6%.
Dr. Steven M. Waldman, S.C. 401(K) Plan-20$590,533$150,730$7,537iApproximate average salary by contribution assumption: employee only about $188,413 at 4% or $125,608 at 6%; with 50% employer match about $125,608 at 4% or $83,739 at 6%; with 100% employer match about $94,206 at 4% or $62,804 at 6%.
2011120$415,355$123,885$6,194iApproximate average salary by contribution assumption: employee only about $154,856 at 4% or $103,238 at 6%; with 50% employer match about $103,238 at 4% or $68,825 at 6%; with 100% employer match about $77,428 at 4% or $51,619 at 6%.
Dr. Steven M. Waldman, S.C. 401(K) Plan-20$415,355$123,885$6,194iApproximate average salary by contribution assumption: employee only about $154,856 at 4% or $103,238 at 6%; with 50% employer match about $103,238 at 4% or $68,825 at 6%; with 100% employer match about $77,428 at 4% or $51,619 at 6%.
2010121$2,138,922$116,630$5,554iApproximate average salary by contribution assumption: employee only about $138,845 at 4% or $92,563 at 6%; with 50% employer match about $92,563 at 4% or $61,709 at 6%; with 100% employer match about $69,423 at 4% or $46,282 at 6%.
Dr. Steven M. Waldman, S.C. 401(K) Plan-21$2,138,922$116,630$5,554iApproximate average salary by contribution assumption: employee only about $138,845 at 4% or $92,563 at 6%; with 50% employer match about $92,563 at 4% or $61,709 at 6%; with 100% employer match about $69,423 at 4% or $46,282 at 6%.
2009115$1,887,644$83,954$5,597iApproximate average salary by contribution assumption: employee only about $139,923 at 4% or $93,282 at 6%; with 50% employer match about $93,282 at 4% or $62,188 at 6%; with 100% employer match about $69,962 at 4% or $46,641 at 6%.
Dr. Steven M. Waldman, S.C. 401(K) Plan-15$1,887,644$83,954$5,597iApproximate average salary by contribution assumption: employee only about $139,923 at 4% or $93,282 at 6%; with 50% employer match about $93,282 at 4% or $62,188 at 6%; with 100% employer match about $69,962 at 4% or $46,641 at 6%.
2008110$1,643,356$51,208$5,121iApproximate average salary by contribution assumption: employee only about $128,020 at 4% or $85,347 at 6%; with 50% employer match about $85,347 at 4% or $56,898 at 6%; with 100% employer match about $64,010 at 4% or $42,673 at 6%.
Dr. Steven M. Waldman, S.C. 401(K) Plan-10$1,643,356$51,208$5,121iApproximate average salary by contribution assumption: employee only about $128,020 at 4% or $85,347 at 6%; with 50% employer match about $85,347 at 4% or $56,898 at 6%; with 100% employer match about $64,010 at 4% or $42,673 at 6%.
200716$0$0-
Dr. Steven M. Waldman, S.C. 401(K) Plan-6---
200626$340,412$0-
DRS. ARNOLD AND WALDMAN EMPLOYEES TARGET BENEFIT A-6$305,884--
Dr. Steven M. Waldman, S.C. 401(K) Plan-6$34,528--
200527$297,848$26,177$3,740iApproximate average salary by contribution assumption: employee only about $93,489 at 4% or $62,326 at 6%; with 50% employer match about $62,326 at 4% or $41,551 at 6%; with 100% employer match about $46,745 at 4% or $31,163 at 6%.
DRS. ARNOLD AND WALDMAN EMPLOYEES TARGET BENEFIT AND PENSION PLAN-7$268,616$26,177$3,740iApproximate average salary by contribution assumption: employee only about $93,489 at 4% or $62,326 at 6%; with 50% employer match about $62,326 at 4% or $41,551 at 6%; with 100% employer match about $46,745 at 4% or $31,163 at 6%.
Dr. Steven M. Waldman, S.C. 401(K) Plan-3$29,232--
200428$259,463$33,269$4,159iApproximate average salary by contribution assumption: employee only about $103,966 at 4% or $69,310 at 6%; with 50% employer match about $69,310 at 4% or $46,207 at 6%; with 100% employer match about $51,983 at 4% or $34,655 at 6%.
DRS ARNOLD, LAPOW AND WALDMAN EMPLOYEES TARGET BENEFIT AND PENSION PLAN-8$232,923$33,269$4,159iApproximate average salary by contribution assumption: employee only about $103,966 at 4% or $69,310 at 6%; with 50% employer match about $69,310 at 4% or $46,207 at 6%; with 100% employer match about $51,983 at 4% or $34,655 at 6%.
Dr. Steven M. Waldman, S.C. 401(K) Plan-8$26,540--