Civic Intelligence

Waterloo Capital Management LLC

Plan context: Waterloo Capital Managment 401(K) Plan

EIN 46-1491233 • Austin, TX • 12 filings • 2 plans

2700 Via FortunaSuite 100Austin, TX 78746
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$1,166,758

2024 Contributions

$167,074

Historical Graphs

Total Assets Over Time

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

$1,166,758$583,379$0201320192024YearValue
$1,166,758Latest year 2024

Participants Over Time

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

1470201320192024YearValue
14Latest year 2024

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
2024114$1,166,758$167,074$11,934iApproximate average salary by contribution assumption: employee only about $298,346 at 4% or $198,898 at 6%; with 50% employer match about $198,898 at 4% or $132,598 at 6%; with 100% employer match about $149,173 at 4% or $99,449 at 6%.
Waterloo Capital Managment 401(K) Plan-14$1,166,758$167,074$11,934iApproximate average salary by contribution assumption: employee only about $298,346 at 4% or $198,898 at 6%; with 50% employer match about $198,898 at 4% or $132,598 at 6%; with 100% employer match about $149,173 at 4% or $99,449 at 6%.
2023113$942,248$126,762$9,751iApproximate average salary by contribution assumption: employee only about $243,773 at 4% or $162,515 at 6%; with 50% employer match about $162,515 at 4% or $108,344 at 6%; with 100% employer match about $121,887 at 4% or $81,258 at 6%.
Waterloo Capital Managment 401(K) Plan-13$942,248$126,762$9,751iApproximate average salary by contribution assumption: employee only about $243,773 at 4% or $162,515 at 6%; with 50% employer match about $162,515 at 4% or $108,344 at 6%; with 100% employer match about $121,887 at 4% or $81,258 at 6%.
2022112$736,908$87,458$7,288iApproximate average salary by contribution assumption: employee only about $182,204 at 4% or $121,469 at 6%; with 50% employer match about $121,469 at 4% or $80,980 at 6%; with 100% employer match about $91,102 at 4% or $60,735 at 6%.
Waterloo Capital Managment 401(K) Plan-12$736,908$87,458$7,288iApproximate average salary by contribution assumption: employee only about $182,204 at 4% or $121,469 at 6%; with 50% employer match about $121,469 at 4% or $80,980 at 6%; with 100% employer match about $91,102 at 4% or $60,735 at 6%.
202118$767,373$79,556$9,945iApproximate average salary by contribution assumption: employee only about $248,613 at 4% or $165,742 at 6%; with 50% employer match about $165,742 at 4% or $110,494 at 6%; with 100% employer match about $124,306 at 4% or $82,871 at 6%.
Waterloo Capital Managment 401(K) Plan-8$767,373$79,556$9,945iApproximate average salary by contribution assumption: employee only about $248,613 at 4% or $165,742 at 6%; with 50% employer match about $165,742 at 4% or $110,494 at 6%; with 100% employer match about $124,306 at 4% or $82,871 at 6%.
202018$589,359$66,923$8,365iApproximate average salary by contribution assumption: employee only about $209,134 at 4% or $139,423 at 6%; with 50% employer match about $139,423 at 4% or $92,949 at 6%; with 100% employer match about $104,567 at 4% or $69,711 at 6%.
Waterloo Capital Managment 401(K) Plan-8$589,359$66,923$8,365iApproximate average salary by contribution assumption: employee only about $209,134 at 4% or $139,423 at 6%; with 50% employer match about $139,423 at 4% or $92,949 at 6%; with 100% employer match about $104,567 at 4% or $69,711 at 6%.
201917$488,482$91,403$13,058iApproximate average salary by contribution assumption: employee only about $326,439 at 4% or $217,626 at 6%; with 50% employer match about $217,626 at 4% or $145,084 at 6%; with 100% employer match about $163,220 at 4% or $108,813 at 6%.
Waterloo Capital Managment 401(K) Plan-7$488,482$91,403$13,058iApproximate average salary by contribution assumption: employee only about $326,439 at 4% or $217,626 at 6%; with 50% employer match about $217,626 at 4% or $145,084 at 6%; with 100% employer match about $163,220 at 4% or $108,813 at 6%.
201814$337,011$53,010$13,253iApproximate average salary by contribution assumption: employee only about $331,313 at 4% or $220,875 at 6%; with 50% employer match about $220,875 at 4% or $147,250 at 6%; with 100% employer match about $165,656 at 4% or $110,438 at 6%.
Waterloo Capital Managment 401(K) Plan-4$337,011$53,010$13,253iApproximate average salary by contribution assumption: employee only about $331,313 at 4% or $220,875 at 6%; with 50% employer match about $220,875 at 4% or $147,250 at 6%; with 100% employer match about $165,656 at 4% or $110,438 at 6%.
201714$321,125$46,710$11,678iApproximate average salary by contribution assumption: employee only about $291,938 at 4% or $194,625 at 6%; with 50% employer match about $194,625 at 4% or $129,750 at 6%; with 100% employer match about $145,969 at 4% or $97,313 at 6%.
Waterloo Capital Managment 401(K) Plan-4$321,125$46,710$11,678iApproximate average salary by contribution assumption: employee only about $291,938 at 4% or $194,625 at 6%; with 50% employer match about $194,625 at 4% or $129,750 at 6%; with 100% employer match about $145,969 at 4% or $97,313 at 6%.
201614$245,066$50,910$12,728iApproximate average salary by contribution assumption: employee only about $318,188 at 4% or $212,125 at 6%; with 50% employer match about $212,125 at 4% or $141,417 at 6%; with 100% employer match about $159,094 at 4% or $106,063 at 6%.
Waterloo Capital Managment 401(K) Plan-4$245,066$50,910$12,728iApproximate average salary by contribution assumption: employee only about $318,188 at 4% or $212,125 at 6%; with 50% employer match about $212,125 at 4% or $141,417 at 6%; with 100% employer match about $159,094 at 4% or $106,063 at 6%.
201515$183,136$95,547$19,109iApproximate average salary by contribution assumption: employee only about $477,735 at 4% or $318,490 at 6%; with 50% employer match about $318,490 at 4% or $212,327 at 6%; with 100% employer match about $238,868 at 4% or $159,245 at 6%.
Waterloo Capital Managment 401(K) Plan-5$183,136$95,547$19,109iApproximate average salary by contribution assumption: employee only about $477,735 at 4% or $318,490 at 6%; with 50% employer match about $318,490 at 4% or $212,327 at 6%; with 100% employer match about $238,868 at 4% or $159,245 at 6%.
201413$92,735$34,812$11,604iApproximate average salary by contribution assumption: employee only about $290,100 at 4% or $193,400 at 6%; with 50% employer match about $193,400 at 4% or $128,933 at 6%; with 100% employer match about $145,050 at 4% or $96,700 at 6%.
Waterloo Capital Managment 401(K) Plan-3$92,735$34,812$11,604iApproximate average salary by contribution assumption: employee only about $290,100 at 4% or $193,400 at 6%; with 50% employer match about $193,400 at 4% or $128,933 at 6%; with 100% employer match about $145,050 at 4% or $96,700 at 6%.
201314$62,035$62,188$15,547iApproximate average salary by contribution assumption: employee only about $388,675 at 4% or $259,117 at 6%; with 50% employer match about $259,117 at 4% or $172,744 at 6%; with 100% employer match about $194,338 at 4% or $129,558 at 6%.
Waterloo Capital Managment 401(K) Plan-4$62,035$62,188$15,547iApproximate average salary by contribution assumption: employee only about $388,675 at 4% or $259,117 at 6%; with 50% employer match about $259,117 at 4% or $172,744 at 6%; with 100% employer match about $194,338 at 4% or $129,558 at 6%.