Waterloo Visiting Nurse Association
Plan context: Tax Deferred Annuity Plan of Waterloo Visiting Nurse Association
EIN 42-0782546 • Waterloo, IA • 37 filings • 9 plans
Current Snapshot
Latest Year
2023
2023 Participants
16
2023 Assets
$2,258,878
2023 Contributions
$26,614
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 16 | $2,258,878 | $26,614 | $1,663iApproximate average salary by contribution assumption: employee only about $41,584 at 4% or $27,723 at 6%; with 50% employer match about $27,723 at 4% or $18,482 at 6%; with 100% employer match about $20,792 at 4% or $13,861 at 6%. |
| Tax Deferred Annuity Plan of Waterloo Visiting Nurse Association | - | 16 | $2,258,878 | $26,614 | $1,663iApproximate average salary by contribution assumption: employee only about $41,584 at 4% or $27,723 at 6%; with 50% employer match about $27,723 at 4% or $18,482 at 6%; with 100% employer match about $20,792 at 4% or $13,861 at 6%. |
| 2022 | 1 | 24 | $2,224,018 | $41,019 | $1,709iApproximate average salary by contribution assumption: employee only about $42,728 at 4% or $28,485 at 6%; with 50% employer match about $28,485 at 4% or $18,990 at 6%; with 100% employer match about $21,364 at 4% or $14,243 at 6%. |
| Tax Deferred Annuity Plan of Waterloo Visiting Nurse Association | - | 24 | $2,224,018 | $41,019 | $1,709iApproximate average salary by contribution assumption: employee only about $42,728 at 4% or $28,485 at 6%; with 50% employer match about $28,485 at 4% or $18,990 at 6%; with 100% employer match about $21,364 at 4% or $14,243 at 6%. |
| 2021 | 1 | 37 | $2,605,229 | $38,553 | $1,042iApproximate average salary by contribution assumption: employee only about $26,049 at 4% or $17,366 at 6%; with 50% employer match about $17,366 at 4% or $11,577 at 6%; with 100% employer match about $13,025 at 4% or $8,683 at 6%. |
| Tax Deferred Annuity Plan of Waterloo Visiting Nurse Association | - | 37 | $2,605,229 | $38,553 | $1,042iApproximate average salary by contribution assumption: employee only about $26,049 at 4% or $17,366 at 6%; with 50% employer match about $17,366 at 4% or $11,577 at 6%; with 100% employer match about $13,025 at 4% or $8,683 at 6%. |
| 2020 | 1 | 39 | $2,480,345 | $93,855 | $2,407iApproximate average salary by contribution assumption: employee only about $60,163 at 4% or $40,109 at 6%; with 50% employer match about $40,109 at 4% or $26,739 at 6%; with 100% employer match about $30,082 at 4% or $20,054 at 6%. |
| Tax Deferred Annuity Plan of Waterloo Visiting Nurse Association | - | 39 | $2,480,345 | $93,855 | $2,407iApproximate average salary by contribution assumption: employee only about $60,163 at 4% or $40,109 at 6%; with 50% employer match about $40,109 at 4% or $26,739 at 6%; with 100% employer match about $30,082 at 4% or $20,054 at 6%. |
| 2019 | 1 | 41 | $2,241,232 | $58,732 | $1,432iApproximate average salary by contribution assumption: employee only about $35,812 at 4% or $23,875 at 6%; with 50% employer match about $23,875 at 4% or $15,917 at 6%; with 100% employer match about $17,906 at 4% or $11,937 at 6%. |
| Tax Deferred Annuity Plan of Waterloo Visiting Nurse Association | - | 41 | $2,241,232 | $58,732 | $1,432iApproximate average salary by contribution assumption: employee only about $35,812 at 4% or $23,875 at 6%; with 50% employer match about $23,875 at 4% or $15,917 at 6%; with 100% employer match about $17,906 at 4% or $11,937 at 6%. |
| 2018 | 1 | 42 | $1,992,757 | $451,973 | $10,761iApproximate average salary by contribution assumption: employee only about $269,032 at 4% or $179,354 at 6%; with 50% employer match about $179,354 at 4% or $119,570 at 6%; with 100% employer match about $134,516 at 4% or $89,677 at 6%. |
| Tax Deferred Annuity Plan of Waterloo Visiting Nurse Association | - | 42 | $1,992,757 | $451,973 | $10,761iApproximate average salary by contribution assumption: employee only about $269,032 at 4% or $179,354 at 6%; with 50% employer match about $179,354 at 4% or $119,570 at 6%; with 100% employer match about $134,516 at 4% or $89,677 at 6%. |
| 2017 | 1 | 40 | $2,124,687 | $162,979 | $4,074iApproximate average salary by contribution assumption: employee only about $101,862 at 4% or $67,908 at 6%; with 50% employer match about $67,908 at 4% or $45,272 at 6%; with 100% employer match about $50,931 at 4% or $33,954 at 6%. |
| Tax Deferred Annuity Plan of Waterloo Visiting Nurse Association | - | 40 | $2,124,687 | $162,979 | $4,074iApproximate average salary by contribution assumption: employee only about $101,862 at 4% or $67,908 at 6%; with 50% employer match about $67,908 at 4% or $45,272 at 6%; with 100% employer match about $50,931 at 4% or $33,954 at 6%. |
| 2016 | 1 | 37 | $1,937,283 | $86,999 | $2,351iApproximate average salary by contribution assumption: employee only about $58,783 at 4% or $39,189 at 6%; with 50% employer match about $39,189 at 4% or $26,126 at 6%; with 100% employer match about $29,392 at 4% or $19,594 at 6%. |
| Tax Deferred Annuity Plan of Waterloo Visiting Nurse Association | - | 37 | $1,937,283 | $86,999 | $2,351iApproximate average salary by contribution assumption: employee only about $58,783 at 4% or $39,189 at 6%; with 50% employer match about $39,189 at 4% or $26,126 at 6%; with 100% employer match about $29,392 at 4% or $19,594 at 6%. |
| 2015 | 1 | 36 | $2,246,794 | $139,856 | $3,885iApproximate average salary by contribution assumption: employee only about $97,122 at 4% or $64,748 at 6%; with 50% employer match about $64,748 at 4% or $43,165 at 6%; with 100% employer match about $48,561 at 4% or $32,374 at 6%. |
| Tax Deferred Annuity Plan of Waterloo Visiting Nurse Association | - | 36 | $2,246,794 | $139,856 | $3,885iApproximate average salary by contribution assumption: employee only about $97,122 at 4% or $64,748 at 6%; with 50% employer match about $64,748 at 4% or $43,165 at 6%; with 100% employer match about $48,561 at 4% or $32,374 at 6%. |
| 2014 | 1 | 36 | $2,136,290 | $113,367 | $3,149iApproximate average salary by contribution assumption: employee only about $78,727 at 4% or $52,485 at 6%; with 50% employer match about $52,485 at 4% or $34,990 at 6%; with 100% employer match about $39,364 at 4% or $26,242 at 6%. |
| Tax Deferred Annuity Plan of Waterloo Visiting Nurse Association | - | 36 | $2,136,290 | $113,367 | $3,149iApproximate average salary by contribution assumption: employee only about $78,727 at 4% or $52,485 at 6%; with 50% employer match about $52,485 at 4% or $34,990 at 6%; with 100% employer match about $39,364 at 4% or $26,242 at 6%. |
| 2013 | 1 | 36 | $2,352,140 | $166,789 | $4,633iApproximate average salary by contribution assumption: employee only about $115,826 at 4% or $77,217 at 6%; with 50% employer match about $77,217 at 4% or $51,478 at 6%; with 100% employer match about $57,913 at 4% or $38,609 at 6%. |
| Tax Deferred Annuity Plan of Waterloo Visiting Nurse Association | - | 36 | $2,352,140 | $166,789 | $4,633iApproximate average salary by contribution assumption: employee only about $115,826 at 4% or $77,217 at 6%; with 50% employer match about $77,217 at 4% or $51,478 at 6%; with 100% employer match about $57,913 at 4% or $38,609 at 6%. |
| 2012 | 1 | 34 | $2,031,506 | $188,842 | $5,554iApproximate average salary by contribution assumption: employee only about $138,854 at 4% or $92,570 at 6%; with 50% employer match about $92,570 at 4% or $61,713 at 6%; with 100% employer match about $69,427 at 4% or $46,285 at 6%. |
| Tax Deferred Annuity Plan of Waterloo Visiting Nurse Association | - | 34 | $2,031,506 | $188,842 | $5,554iApproximate average salary by contribution assumption: employee only about $138,854 at 4% or $92,570 at 6%; with 50% employer match about $92,570 at 4% or $61,713 at 6%; with 100% employer match about $69,427 at 4% or $46,285 at 6%. |
| 2011 | 2 | 36 | $1,933,187 | $1,120,551 | $31,126iApproximate average salary by contribution assumption: employee only about $778,160 at 4% or $518,774 at 6%; with 50% employer match about $518,774 at 4% or $345,849 at 6%; with 100% employer match about $389,080 at 4% or $259,387 at 6%. |
| Tax Deferred Annuity Plan of Waterloo Visiting Nurse Association | - | 36 | $1,933,187 | $1,110,298 | $30,842iApproximate average salary by contribution assumption: employee only about $771,040 at 4% or $514,027 at 6%; with 50% employer match about $514,027 at 4% or $342,685 at 6%; with 100% employer match about $385,520 at 4% or $257,013 at 6%. |
| Pension Plan of Visiting Nursing Association | - | 0 | $0 | $10,253 | - |
| 2010 | 2 | 34 | $2,274,688 | $364,173 | $10,711iApproximate average salary by contribution assumption: employee only about $267,774 at 4% or $178,516 at 6%; with 50% employer match about $178,516 at 4% or $119,011 at 6%; with 100% employer match about $133,887 at 4% or $89,258 at 6%. |
| Pension Plan of Visiting Nursing Association | - | 34 | $1,316,289 | $158,090 | $4,650iApproximate average salary by contribution assumption: employee only about $116,243 at 4% or $77,495 at 6%; with 50% employer match about $77,495 at 4% or $51,663 at 6%; with 100% employer match about $58,121 at 4% or $38,748 at 6%. |
| Tax Deferred Annuity Plan of Waterloo Visiting Nurse Association | - | 33 | $958,399 | $206,083 | $6,245iApproximate average salary by contribution assumption: employee only about $156,123 at 4% or $104,082 at 6%; with 50% employer match about $104,082 at 4% or $69,388 at 6%; with 100% employer match about $78,062 at 4% or $52,041 at 6%. |
| 2009 | 2 | 37 | $2,044,607 | $277,595 | $7,503iApproximate average salary by contribution assumption: employee only about $187,564 at 4% or $125,043 at 6%; with 50% employer match about $125,043 at 4% or $83,362 at 6%; with 100% employer match about $93,782 at 4% or $62,521 at 6%. |
| Pension Plan of Visiting Nursing Association | - | 37 | $1,272,544 | $197,070 | $5,326iApproximate average salary by contribution assumption: employee only about $133,155 at 4% or $88,770 at 6%; with 50% employer match about $88,770 at 4% or $59,180 at 6%; with 100% employer match about $66,578 at 4% or $44,385 at 6%. |
| Tax Deferred Annuity Plan of Waterloo Visiting Nurse Association | - | 34 | $772,063 | $80,525 | $2,368iApproximate average salary by contribution assumption: employee only about $59,210 at 4% or $39,473 at 6%; with 50% employer match about $39,473 at 4% or $26,315 at 6%; with 100% employer match about $29,605 at 4% or $19,737 at 6%. |
| 2008 | 2 | 28 | $1,220,987 | $100,441 | $3,587iApproximate average salary by contribution assumption: employee only about $89,679 at 4% or $59,786 at 6%; with 50% employer match about $59,786 at 4% or $39,858 at 6%; with 100% employer match about $44,840 at 4% or $29,893 at 6%. |
| Pension Plan of Visiting Nursing Association | - | 28 | $1,220,987 | $100,441 | $3,587iApproximate average salary by contribution assumption: employee only about $89,679 at 4% or $59,786 at 6%; with 50% employer match about $59,786 at 4% or $39,858 at 6%; with 100% employer match about $44,840 at 4% or $29,893 at 6%. |
| Tax Deferred Annuity Plan of Waterloo Visiting Nurse Association | - | 0 | - | - | - |
| 2007 | 2 | 31 | $1,186,342 | $94,571 | $3,051iApproximate average salary by contribution assumption: employee only about $76,267 at 4% or $50,845 at 6%; with 50% employer match about $50,845 at 4% or $33,896 at 6%; with 100% employer match about $38,133 at 4% or $25,422 at 6%. |
| Pension Plan of Visiting Nursing Association | - | 31 | $1,186,342 | $94,571 | $3,051iApproximate average salary by contribution assumption: employee only about $76,267 at 4% or $50,845 at 6%; with 50% employer match about $50,845 at 4% or $33,896 at 6%; with 100% employer match about $38,133 at 4% or $25,422 at 6%. |
| Tax Deferred Annuity Plan of Waterloo Visiting Nurse Association | - | 0 | - | - | - |
| 2006 | 2 | 30 | $1,217,186 | $92,053 | $3,068iApproximate average salary by contribution assumption: employee only about $76,711 at 4% or $51,141 at 6%; with 50% employer match about $51,141 at 4% or $34,094 at 6%; with 100% employer match about $38,355 at 4% or $25,570 at 6%. |
| Pension Plan of Visiting Nursing Association | - | 30 | $1,217,186 | $92,053 | $3,068iApproximate average salary by contribution assumption: employee only about $76,711 at 4% or $51,141 at 6%; with 50% employer match about $51,141 at 4% or $34,094 at 6%; with 100% employer match about $38,355 at 4% or $25,570 at 6%. |
| Tax Deferred Annuity Plan of Waterloo Visiting Nurse Association | - | 0 | - | - | - |
| 2005 | 2 | 30 | $1,196,887 | $86,476 | $2,883iApproximate average salary by contribution assumption: employee only about $72,063 at 4% or $48,042 at 6%; with 50% employer match about $48,042 at 4% or $32,028 at 6%; with 100% employer match about $36,032 at 4% or $24,021 at 6%. |
| Pension Plan of Visiting Nursing Association | - | 30 | $1,196,887 | $86,476 | $2,883iApproximate average salary by contribution assumption: employee only about $72,063 at 4% or $48,042 at 6%; with 50% employer match about $48,042 at 4% or $32,028 at 6%; with 100% employer match about $36,032 at 4% or $24,021 at 6%. |
| Tax Deferred Annuity Plan of Waterloo Visiting Nurse Association | - | 0 | - | - | - |
| 2004 | 2 | 31 | $1,292,563 | $84,572 | $2,728iApproximate average salary by contribution assumption: employee only about $68,203 at 4% or $45,469 at 6%; with 50% employer match about $45,469 at 4% or $30,313 at 6%; with 100% employer match about $34,102 at 4% or $22,734 at 6%. |
| Pension Plan of Visiting Nursing Association | - | 31 | $1,292,563 | $84,572 | $2,728iApproximate average salary by contribution assumption: employee only about $68,203 at 4% or $45,469 at 6%; with 50% employer match about $45,469 at 4% or $30,313 at 6%; with 100% employer match about $34,102 at 4% or $22,734 at 6%. |
| Tax Deferred Annuity Plan of Waterloo Visiting Nurse Association | - | 0 | - | - | - |
| 2003 | 2 | 27 | $1,183,886 | $80,893 | $2,996iApproximate average salary by contribution assumption: employee only about $74,901 at 4% or $49,934 at 6%; with 50% employer match about $49,934 at 4% or $33,289 at 6%; with 100% employer match about $37,450 at 4% or $24,967 at 6%. |
| Pension Plan of Visiting Nursing Association | - | 27 | $1,183,886 | $80,893 | $2,996iApproximate average salary by contribution assumption: employee only about $74,901 at 4% or $49,934 at 6%; with 50% employer match about $49,934 at 4% or $33,289 at 6%; with 100% employer match about $37,450 at 4% or $24,967 at 6%. |
| Tax Deferred Annuity Plan of Waterloo Visiting Nurse Association | - | 0 | - | - | - |
| 2002 | 2 | 29 | $1,049,196 | $89,343 | $3,081iApproximate average salary by contribution assumption: employee only about $77,020 at 4% or $51,347 at 6%; with 50% employer match about $51,347 at 4% or $34,231 at 6%; with 100% employer match about $38,510 at 4% or $25,673 at 6%. |
| Pension Plan of Visiting Nursing Association | - | 29 | $1,049,196 | $89,343 | $3,081iApproximate average salary by contribution assumption: employee only about $77,020 at 4% or $51,347 at 6%; with 50% employer match about $51,347 at 4% or $34,231 at 6%; with 100% employer match about $38,510 at 4% or $25,673 at 6%. |
| Tax Deferred Annuity Plan of Waterloo Visiting Nurse Association | - | 0 | - | - | - |
| 2001 | 2 | 28 | $2,731 | $86,472 | $3,088iApproximate average salary by contribution assumption: employee only about $77,207 at 4% or $51,471 at 6%; with 50% employer match about $51,471 at 4% or $34,314 at 6%; with 100% employer match about $38,604 at 4% or $25,736 at 6%. |
| Pension Plan of Visiting Nursing Association | - | 28 | $2,731 | $86,472 | $3,088iApproximate average salary by contribution assumption: employee only about $77,207 at 4% or $51,471 at 6%; with 50% employer match about $51,471 at 4% or $34,314 at 6%; with 100% employer match about $38,604 at 4% or $25,736 at 6%. |
| Tax Deferred Annuity Plan of Waterloo Visiting Nurse Association | - | 0 | - | - | - |
| 2000 | 2 | 32 | $923,576 | $82,539 | $2,579iApproximate average salary by contribution assumption: employee only about $64,484 at 4% or $42,989 at 6%; with 50% employer match about $42,989 at 4% or $28,659 at 6%; with 100% employer match about $32,242 at 4% or $21,495 at 6%. |
| Pension Plan of Visiting Nursing Association | - | 32 | $923,576 | $82,539 | $2,579iApproximate average salary by contribution assumption: employee only about $64,484 at 4% or $42,989 at 6%; with 50% employer match about $42,989 at 4% or $28,659 at 6%; with 100% employer match about $32,242 at 4% or $21,495 at 6%. |
| Tax Deferred Annuity Plan of Waterloo Visiting Nurse Association | - | 0 | - | - | - |
| 1999 | 1 | 0 | $0 | $0 | - |
| Tax Deferred Annuity Plan of Waterloo Visiting Nurse Association | - | 0 | - | - | - |