Waterstone Capital Management, L.P.
Plan context: Waterstone Capital Management, L .P. 401(K) Plan
EIN 43-2007643 • Wayzata, MN • 21 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
6
2024 Assets
$2,090,630
2024 Contributions
$2,352
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 6 | $2,090,630 | $0 | - |
| Waterstone Capital Management, L .P. 401(K) Plan | - | 6 | $2,090,630 | - | - |
| 2023 | 1 | 7 | $2,026,899 | $0 | - |
| Waterstone Capital Management, L .P. 401(K) Plan | - | 7 | $2,026,899 | - | - |
| 2022 | 1 | 8 | $1,993,681 | $2,352 | $294iApproximate average salary by contribution assumption: employee only about $7,350 at 4% or $4,900 at 6%; with 50% employer match about $4,900 at 4% or $3,267 at 6%; with 100% employer match about $3,675 at 4% or $2,450 at 6%. |
| Waterstone Capital Management, L .P. 401(K) Plan | - | 8 | $1,993,681 | $2,352 | $294iApproximate average salary by contribution assumption: employee only about $7,350 at 4% or $4,900 at 6%; with 50% employer match about $4,900 at 4% or $3,267 at 6%; with 100% employer match about $3,675 at 4% or $2,450 at 6%. |
| 2021 | 1 | 8 | $2,228,370 | $11,500 | $1,438iApproximate average salary by contribution assumption: employee only about $35,938 at 4% or $23,958 at 6%; with 50% employer match about $23,958 at 4% or $15,972 at 6%; with 100% employer match about $17,969 at 4% or $11,979 at 6%. |
| Waterstone Capital Management, L .P. 401(K) Plan | - | 8 | $2,228,370 | $11,500 | $1,438iApproximate average salary by contribution assumption: employee only about $35,938 at 4% or $23,958 at 6%; with 50% employer match about $23,958 at 4% or $15,972 at 6%; with 100% employer match about $17,969 at 4% or $11,979 at 6%. |
| 2020 | 1 | 8 | $1,937,059 | $76,082 | $9,510iApproximate average salary by contribution assumption: employee only about $237,756 at 4% or $158,504 at 6%; with 50% employer match about $158,504 at 4% or $105,669 at 6%; with 100% employer match about $118,878 at 4% or $79,252 at 6%. |
| Waterstone Capital Management, L .P. 401(K) Plan | - | 8 | $1,937,059 | $76,082 | $9,510iApproximate average salary by contribution assumption: employee only about $237,756 at 4% or $158,504 at 6%; with 50% employer match about $158,504 at 4% or $105,669 at 6%; with 100% employer match about $118,878 at 4% or $79,252 at 6%. |
| 2019 | 1 | 9 | $1,716,142 | $38,775 | $4,308iApproximate average salary by contribution assumption: employee only about $107,708 at 4% or $71,806 at 6%; with 50% employer match about $71,806 at 4% or $47,870 at 6%; with 100% employer match about $53,854 at 4% or $35,903 at 6%. |
| Waterstone Capital Management, L .P. 401(K) Plan | - | 9 | $1,716,142 | $38,775 | $4,308iApproximate average salary by contribution assumption: employee only about $107,708 at 4% or $71,806 at 6%; with 50% employer match about $71,806 at 4% or $47,870 at 6%; with 100% employer match about $53,854 at 4% or $35,903 at 6%. |
| 2018 | 1 | 10 | $1,552,157 | $70,093 | $7,009iApproximate average salary by contribution assumption: employee only about $175,233 at 4% or $116,822 at 6%; with 50% employer match about $116,822 at 4% or $77,881 at 6%; with 100% employer match about $87,616 at 4% or $58,411 at 6%. |
| Waterstone Capital Management, L .P. 401(K) Plan | - | 10 | $1,552,157 | $70,093 | $7,009iApproximate average salary by contribution assumption: employee only about $175,233 at 4% or $116,822 at 6%; with 50% employer match about $116,822 at 4% or $77,881 at 6%; with 100% employer match about $87,616 at 4% or $58,411 at 6%. |
| 2017 | 1 | 11 | $1,754,102 | $79,749 | $7,250iApproximate average salary by contribution assumption: employee only about $181,248 at 4% or $120,832 at 6%; with 50% employer match about $120,832 at 4% or $80,555 at 6%; with 100% employer match about $90,624 at 4% or $60,416 at 6%. |
| Waterstone Capital Management, L .P. 401(K) Plan | - | 11 | $1,754,102 | $79,749 | $7,250iApproximate average salary by contribution assumption: employee only about $181,248 at 4% or $120,832 at 6%; with 50% employer match about $120,832 at 4% or $80,555 at 6%; with 100% employer match about $90,624 at 4% or $60,416 at 6%. |
| 2016 | 1 | 13 | $1,879,539 | $103,621 | $7,971iApproximate average salary by contribution assumption: employee only about $199,271 at 4% or $132,847 at 6%; with 50% employer match about $132,847 at 4% or $88,565 at 6%; with 100% employer match about $99,636 at 4% or $66,424 at 6%. |
| Waterstone Capital Management, L .P. 401(K) Plan | - | 13 | $1,879,539 | $103,621 | $7,971iApproximate average salary by contribution assumption: employee only about $199,271 at 4% or $132,847 at 6%; with 50% employer match about $132,847 at 4% or $88,565 at 6%; with 100% employer match about $99,636 at 4% or $66,424 at 6%. |
| 2015 | 1 | 12 | $1,622,718 | $186,809 | $15,567iApproximate average salary by contribution assumption: employee only about $389,185 at 4% or $259,457 at 6%; with 50% employer match about $259,457 at 4% or $172,971 at 6%; with 100% employer match about $194,593 at 4% or $129,728 at 6%. |
| Waterstone Capital Management, L .P. 401(K) Plan | - | 12 | $1,622,718 | $186,809 | $15,567iApproximate average salary by contribution assumption: employee only about $389,185 at 4% or $259,457 at 6%; with 50% employer match about $259,457 at 4% or $172,971 at 6%; with 100% employer match about $194,593 at 4% or $129,728 at 6%. |
| 2014 | 1 | 23 | $4,030,933 | $386,866 | $16,820iApproximate average salary by contribution assumption: employee only about $420,507 at 4% or $280,338 at 6%; with 50% employer match about $280,338 at 4% or $186,892 at 6%; with 100% employer match about $210,253 at 4% or $140,169 at 6%. |
| Waterstone Capital Management, L .P. 401(K) Plan | - | 23 | $4,030,933 | $386,866 | $16,820iApproximate average salary by contribution assumption: employee only about $420,507 at 4% or $280,338 at 6%; with 50% employer match about $280,338 at 4% or $186,892 at 6%; with 100% employer match about $210,253 at 4% or $140,169 at 6%. |
| 2013 | 1 | 27 | $4,061,820 | $438,691 | $16,248iApproximate average salary by contribution assumption: employee only about $406,195 at 4% or $270,797 at 6%; with 50% employer match about $270,797 at 4% or $180,531 at 6%; with 100% employer match about $203,098 at 4% or $135,398 at 6%. |
| Waterstone Capital Management, L .P. 401(K) Plan | - | 27 | $4,061,820 | $438,691 | $16,248iApproximate average salary by contribution assumption: employee only about $406,195 at 4% or $270,797 at 6%; with 50% employer match about $270,797 at 4% or $180,531 at 6%; with 100% employer match about $203,098 at 4% or $135,398 at 6%. |
| 2012 | 1 | 28 | $3,054,790 | $474,427 | $16,944iApproximate average salary by contribution assumption: employee only about $423,596 at 4% or $282,397 at 6%; with 50% employer match about $282,397 at 4% or $188,265 at 6%; with 100% employer match about $211,798 at 4% or $141,199 at 6%. |
| Waterstone Capital Management, L .P. 401(K) Plan | - | 28 | $3,054,790 | $474,427 | $16,944iApproximate average salary by contribution assumption: employee only about $423,596 at 4% or $282,397 at 6%; with 50% employer match about $282,397 at 4% or $188,265 at 6%; with 100% employer match about $211,798 at 4% or $141,199 at 6%. |
| 2011 | 1 | 28 | $2,488,958 | $454,128 | $16,219iApproximate average salary by contribution assumption: employee only about $405,471 at 4% or $270,314 at 6%; with 50% employer match about $270,314 at 4% or $180,210 at 6%; with 100% employer match about $202,736 at 4% or $135,157 at 6%. |
| Waterstone Capital Management, L .P. 401(K) Plan | - | 28 | $2,488,958 | $454,128 | $16,219iApproximate average salary by contribution assumption: employee only about $405,471 at 4% or $270,314 at 6%; with 50% employer match about $270,314 at 4% or $180,210 at 6%; with 100% employer match about $202,736 at 4% or $135,157 at 6%. |
| 2010 | 1 | 25 | $2,136,239 | $504,636 | $20,185iApproximate average salary by contribution assumption: employee only about $504,636 at 4% or $336,424 at 6%; with 50% employer match about $336,424 at 4% or $224,283 at 6%; with 100% employer match about $252,318 at 4% or $168,212 at 6%. |
| Waterstone Capital Management, L .P. 401(K) Plan | - | 25 | $2,136,239 | $504,636 | $20,185iApproximate average salary by contribution assumption: employee only about $504,636 at 4% or $336,424 at 6%; with 50% employer match about $336,424 at 4% or $224,283 at 6%; with 100% employer match about $252,318 at 4% or $168,212 at 6%. |
| 2009 | 1 | 19 | $1,426,963 | $531,249 | $27,960iApproximate average salary by contribution assumption: employee only about $699,012 at 4% or $466,008 at 6%; with 50% employer match about $466,008 at 4% or $310,672 at 6%; with 100% employer match about $349,506 at 4% or $233,004 at 6%. |
| Waterstone Capital Management, L .P. 401(K) Plan | - | 19 | $1,426,963 | $531,249 | $27,960iApproximate average salary by contribution assumption: employee only about $699,012 at 4% or $466,008 at 6%; with 50% employer match about $466,008 at 4% or $310,672 at 6%; with 100% employer match about $349,506 at 4% or $233,004 at 6%. |
| 2007 | 1 | 11 | $667,988 | $157,311 | $14,301iApproximate average salary by contribution assumption: employee only about $357,525 at 4% or $238,350 at 6%; with 50% employer match about $238,350 at 4% or $158,900 at 6%; with 100% employer match about $178,763 at 4% or $119,175 at 6%. |
| Waterstone Capital Management, L .P. 401(K) Plan | - | 11 | $667,988 | $157,311 | $14,301iApproximate average salary by contribution assumption: employee only about $357,525 at 4% or $238,350 at 6%; with 50% employer match about $238,350 at 4% or $158,900 at 6%; with 100% employer match about $178,763 at 4% or $119,175 at 6%. |
| 2006 | 1 | 13 | $479,207 | $174,103 | $13,393iApproximate average salary by contribution assumption: employee only about $334,813 at 4% or $223,209 at 6%; with 50% employer match about $223,209 at 4% or $148,806 at 6%; with 100% employer match about $167,407 at 4% or $111,604 at 6%. |
| Waterstone Capital Management, L .P. 401(K) Plan | - | 13 | $479,207 | $174,103 | $13,393iApproximate average salary by contribution assumption: employee only about $334,813 at 4% or $223,209 at 6%; with 50% employer match about $223,209 at 4% or $148,806 at 6%; with 100% employer match about $167,407 at 4% or $111,604 at 6%. |
| 2005 | 1 | 15 | $307,805 | $184,565 | $12,304iApproximate average salary by contribution assumption: employee only about $307,608 at 4% or $205,072 at 6%; with 50% employer match about $205,072 at 4% or $136,715 at 6%; with 100% employer match about $153,804 at 4% or $102,536 at 6%. |
| Waterstone Capital Management, L .P. 401(K) Plan | - | 15 | $307,805 | $184,565 | $12,304iApproximate average salary by contribution assumption: employee only about $307,608 at 4% or $205,072 at 6%; with 50% employer match about $205,072 at 4% or $136,715 at 6%; with 100% employer match about $153,804 at 4% or $102,536 at 6%. |
| 2004 | 1 | 10 | $155,128 | $117,870 | $11,787iApproximate average salary by contribution assumption: employee only about $294,675 at 4% or $196,450 at 6%; with 50% employer match about $196,450 at 4% or $130,967 at 6%; with 100% employer match about $147,338 at 4% or $98,225 at 6%. |
| Waterstone Capital Management, L .P. 401(K) Plan | - | 10 | $155,128 | $117,870 | $11,787iApproximate average salary by contribution assumption: employee only about $294,675 at 4% or $196,450 at 6%; with 50% employer match about $196,450 at 4% or $130,967 at 6%; with 100% employer match about $147,338 at 4% or $98,225 at 6%. |
| 2003 | 1 | 7 | $27,977 | $27,250 | $3,893iApproximate average salary by contribution assumption: employee only about $97,321 at 4% or $64,881 at 6%; with 50% employer match about $64,881 at 4% or $43,254 at 6%; with 100% employer match about $48,661 at 4% or $32,440 at 6%. |
| Waterstone Capital Management, L .P. 401(K) Plan | - | 7 | $27,977 | $27,250 | $3,893iApproximate average salary by contribution assumption: employee only about $97,321 at 4% or $64,881 at 6%; with 50% employer match about $64,881 at 4% or $43,254 at 6%; with 100% employer match about $48,661 at 4% or $32,440 at 6%. |