Civic Intelligence

Waterway Capital LLC

Plan context: Waterway Capital LLC 401(K) Profit Sharing Plan & Trust

EIN 45-0514174 • 3 filings • 1 plans

Current Snapshot

Latest Year

2021

2021 Participants

16

2021 Assets

$3,789,077

2021 Contributions

$354,531

Historical Graphs

Total Assets Over Time

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

$3,789,077$1,894,539$0201920202021YearValue
$3,789,077Latest year 2021

Participants Over Time

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

1680201920202021YearValue
16Latest year 2021

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
2021116$3,789,077$354,531$22,158iApproximate average salary by contribution assumption: employee only about $553,955 at 4% or $369,303 at 6%; with 50% employer match about $369,303 at 4% or $246,202 at 6%; with 100% employer match about $276,977 at 4% or $184,652 at 6%.
Waterway Capital LLC 401(K) Profit Sharing Plan & Trust-16$3,789,077$354,531$22,158iApproximate average salary by contribution assumption: employee only about $553,955 at 4% or $369,303 at 6%; with 50% employer match about $369,303 at 4% or $246,202 at 6%; with 100% employer match about $276,977 at 4% or $184,652 at 6%.
2020114$3,705,137$364,713$26,051iApproximate average salary by contribution assumption: employee only about $651,273 at 4% or $434,182 at 6%; with 50% employer match about $434,182 at 4% or $289,455 at 6%; with 100% employer match about $325,637 at 4% or $217,091 at 6%.
Waterway Capital LLC 401(K) Profit Sharing Plan & Trust-14$3,705,137$364,713$26,051iApproximate average salary by contribution assumption: employee only about $651,273 at 4% or $434,182 at 6%; with 50% employer match about $434,182 at 4% or $289,455 at 6%; with 100% employer match about $325,637 at 4% or $217,091 at 6%.
2019116$2,417,473$256,886$16,055iApproximate average salary by contribution assumption: employee only about $401,384 at 4% or $267,590 at 6%; with 50% employer match about $267,590 at 4% or $178,393 at 6%; with 100% employer match about $200,692 at 4% or $133,795 at 6%.
Waterway Capital LLC 401(K) Profit Sharing Plan & Trust-16$2,417,473$256,886$16,055iApproximate average salary by contribution assumption: employee only about $401,384 at 4% or $267,590 at 6%; with 50% employer match about $267,590 at 4% or $178,393 at 6%; with 100% employer match about $200,692 at 4% or $133,795 at 6%.