Civic Intelligence

Watermark Legacy Planning LLC

Plan context: Watermark Legacy Planning LLC 401(K) Profit Sharing Plan

EIN 45-3053931 • Scottsdale, AZ • 13 filings • 2 plans

6900 East Camelback Road, Suite 450Scottsdale, AZ 85251
Current Snapshot

Latest Year

2021

2021 Participants

15

2021 Assets

$1,038,450

2021 Contributions

$74,995

Historical Graphs

Total Assets Over Time

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

$1,360,135$680,068$0201420182021YearValue
$1,038,450Latest year 2021

Participants Over Time

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

1580201420182021YearValue
15Latest 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
2021115$1,038,450$74,995$5,000iApproximate average salary by contribution assumption: employee only about $124,992 at 4% or $83,328 at 6%; with 50% employer match about $83,328 at 4% or $55,552 at 6%; with 100% employer match about $62,496 at 4% or $41,664 at 6%.
Watermark Legacy Planning LLC 401(K) Profit Sharing Plan-15$1,038,450$74,995$5,000iApproximate average salary by contribution assumption: employee only about $124,992 at 4% or $83,328 at 6%; with 50% employer match about $83,328 at 4% or $55,552 at 6%; with 100% employer match about $62,496 at 4% or $41,664 at 6%.
2020114$1,153,588$577,023$41,216iApproximate average salary by contribution assumption: employee only about $1,030,398 at 4% or $686,932 at 6%; with 50% employer match about $686,932 at 4% or $457,955 at 6%; with 100% employer match about $515,199 at 4% or $343,466 at 6%.
Watermark Legacy Planning LLC 401(K) Profit Sharing Plan-14$1,153,588$577,023$41,216iApproximate average salary by contribution assumption: employee only about $1,030,398 at 4% or $686,932 at 6%; with 50% employer match about $686,932 at 4% or $457,955 at 6%; with 100% employer match about $515,199 at 4% or $343,466 at 6%.
2019112$290,246$19,724$1,644iApproximate average salary by contribution assumption: employee only about $41,092 at 4% or $27,394 at 6%; with 50% employer match about $27,394 at 4% or $18,263 at 6%; with 100% employer match about $20,546 at 4% or $13,697 at 6%.
Watermark Legacy Planning LLC 401(K) Profit Sharing Plan-12$290,246$19,724$1,644iApproximate average salary by contribution assumption: employee only about $41,092 at 4% or $27,394 at 6%; with 50% employer match about $27,394 at 4% or $18,263 at 6%; with 100% employer match about $20,546 at 4% or $13,697 at 6%.
2018215$1,357,058$1,078,206$71,880iApproximate average salary by contribution assumption: employee only about $1,797,010 at 4% or $1,198,007 at 6%; with 50% employer match about $1,198,007 at 4% or $798,671 at 6%; with 100% employer match about $898,505 at 4% or $599,003 at 6%.
Watermark Legacy Planning LLC 401(K) Profit Sharing Plan-15$1,357,058$1,078,206$71,880iApproximate average salary by contribution assumption: employee only about $1,797,010 at 4% or $1,198,007 at 6%; with 50% employer match about $1,198,007 at 4% or $798,671 at 6%; with 100% employer match about $898,505 at 4% or $599,003 at 6%.
WATERMARK LEGACY PLANNING, LLC DEFINED BENEFIT PENSION PLAN-0$0$0-
2017214$1,360,135$167,855$11,990iApproximate average salary by contribution assumption: employee only about $299,741 at 4% or $199,827 at 6%; with 50% employer match about $199,827 at 4% or $133,218 at 6%; with 100% employer match about $149,871 at 4% or $99,914 at 6%.
WATERMARK LEGACY PLANNING, LLC DEFINED BENEFIT PENSION PLAN-11$799,979$80,000$7,273iApproximate average salary by contribution assumption: employee only about $181,818 at 4% or $121,212 at 6%; with 50% employer match about $121,212 at 4% or $80,808 at 6%; with 100% employer match about $90,909 at 4% or $60,606 at 6%.
Watermark Legacy Planning LLC 401(K) Profit Sharing Plan-14$560,156$87,855$6,275iApproximate average salary by contribution assumption: employee only about $156,884 at 4% or $104,589 at 6%; with 50% employer match about $104,589 at 4% or $69,726 at 6%; with 100% employer match about $78,442 at 4% or $52,295 at 6%.
2016213$1,124,426$293,564$22,582iApproximate average salary by contribution assumption: employee only about $564,546 at 4% or $376,364 at 6%; with 50% employer match about $376,364 at 4% or $250,909 at 6%; with 100% employer match about $282,273 at 4% or $188,182 at 6%.
WATERMARK LEGACY PLANNING, LLC DEFINED BENEFIT PENSION PLAN-11$645,764$152,000$13,818iApproximate average salary by contribution assumption: employee only about $345,455 at 4% or $230,303 at 6%; with 50% employer match about $230,303 at 4% or $153,535 at 6%; with 100% employer match about $172,727 at 4% or $115,152 at 6%.
Watermark Legacy Planning LLC 401(K) Profit Sharing Plan-13$478,662$141,564$10,890iApproximate average salary by contribution assumption: employee only about $272,238 at 4% or $181,492 at 6%; with 50% employer match about $181,492 at 4% or $120,995 at 6%; with 100% employer match about $136,119 at 4% or $90,746 at 6%.
2015212$793,377$435,849$36,321iApproximate average salary by contribution assumption: employee only about $908,019 at 4% or $605,346 at 6%; with 50% employer match about $605,346 at 4% or $403,564 at 6%; with 100% employer match about $454,009 at 4% or $302,673 at 6%.
WATERMARK LEGACY PLANNING, LLC DEFINED BENEFIT PENSION PLAN-12$485,655$264,158$22,013iApproximate average salary by contribution assumption: employee only about $550,329 at 4% or $366,886 at 6%; with 50% employer match about $366,886 at 4% or $244,591 at 6%; with 100% employer match about $275,165 at 4% or $183,443 at 6%.
Watermark Legacy Planning LLC 401(K) Profit Sharing Plan-12$307,722$171,691$14,308iApproximate average salary by contribution assumption: employee only about $357,690 at 4% or $238,460 at 6%; with 50% employer match about $238,460 at 4% or $158,973 at 6%; with 100% employer match about $178,845 at 4% or $119,230 at 6%.
2014210$378,815$378,815$37,882iApproximate average salary by contribution assumption: employee only about $947,038 at 4% or $631,358 at 6%; with 50% employer match about $631,358 at 4% or $420,906 at 6%; with 100% employer match about $473,519 at 4% or $315,679 at 6%.
WATERMARK LEGACY PLANNING, LLC DEFINED BENEFIT PENSION PLAN-10$234,000$234,000$23,400iApproximate average salary by contribution assumption: employee only about $585,000 at 4% or $390,000 at 6%; with 50% employer match about $390,000 at 4% or $260,000 at 6%; with 100% employer match about $292,500 at 4% or $195,000 at 6%.
Watermark Legacy Planning LLC 401(K) Profit Sharing Plan-10$144,815$144,815$14,482iApproximate average salary by contribution assumption: employee only about $362,038 at 4% or $241,358 at 6%; with 50% employer match about $241,358 at 4% or $160,906 at 6%; with 100% employer match about $181,019 at 4% or $120,679 at 6%.