Watz Surgical Group, LLC
Plan context: Watz Surgical Group LLC 401(K) Profit Sharing Plan
EIN 47-0843078 • Omaha, NE • 26 filings • 3 plans
Current Snapshot
Latest Year
2018
2018 Participants
13
2018 Assets
$7,593,300
2018 Contributions
$216,693
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 13 | $7,593,300 | $216,693 | $16,669iApproximate average salary by contribution assumption: employee only about $416,717 at 4% or $277,812 at 6%; with 50% employer match about $277,812 at 4% or $185,208 at 6%; with 100% employer match about $208,359 at 4% or $138,906 at 6%. |
| Watz Surgical Group LLC 401(K) Profit Sharing Plan | - | 13 | $7,593,300 | $216,693 | $16,669iApproximate average salary by contribution assumption: employee only about $416,717 at 4% or $277,812 at 6%; with 50% employer match about $277,812 at 4% or $185,208 at 6%; with 100% employer match about $208,359 at 4% or $138,906 at 6%. |
| 2017 | 1 | 14 | $9,074,016 | $279,452 | $19,961iApproximate average salary by contribution assumption: employee only about $499,021 at 4% or $332,681 at 6%; with 50% employer match about $332,681 at 4% or $221,787 at 6%; with 100% employer match about $249,511 at 4% or $166,340 at 6%. |
| Watz Surgical Group LLC 401(K) Profit Sharing Plan | - | 14 | $9,074,016 | $279,452 | $19,961iApproximate average salary by contribution assumption: employee only about $499,021 at 4% or $332,681 at 6%; with 50% employer match about $332,681 at 4% or $221,787 at 6%; with 100% employer match about $249,511 at 4% or $166,340 at 6%. |
| 2016 | 2 | 15 | $7,338,855 | $348,936 | $23,262iApproximate average salary by contribution assumption: employee only about $581,560 at 4% or $387,707 at 6%; with 50% employer match about $387,707 at 4% or $258,471 at 6%; with 100% employer match about $290,780 at 4% or $193,853 at 6%. |
| Watz Surgical Group LLC 401(K) Profit Sharing Plan | - | 15 | $7,338,855 | $348,936 | $23,262iApproximate average salary by contribution assumption: employee only about $581,560 at 4% or $387,707 at 6%; with 50% employer match about $387,707 at 4% or $258,471 at 6%; with 100% employer match about $290,780 at 4% or $193,853 at 6%. |
| WATZ SURGICAL GROUP, LLC CASH BALANCE PLAN | - | 0 | $0 | - | - |
| 2015 | 2 | 15 | $8,181,814 | $576,472 | $38,431iApproximate average salary by contribution assumption: employee only about $960,787 at 4% or $640,524 at 6%; with 50% employer match about $640,524 at 4% or $427,016 at 6%; with 100% employer match about $480,393 at 4% or $320,262 at 6%. |
| Watz Surgical Group LLC 401(K) Profit Sharing Plan | - | 15 | $6,308,140 | $347,711 | $23,181iApproximate average salary by contribution assumption: employee only about $579,518 at 4% or $386,346 at 6%; with 50% employer match about $386,346 at 4% or $257,564 at 6%; with 100% employer match about $289,759 at 4% or $193,173 at 6%. |
| WATZ SURGICAL GROUP, LLC CASH BALANCE PLAN | - | 13 | $1,873,674 | $228,761 | $17,597iApproximate average salary by contribution assumption: employee only about $439,925 at 4% or $293,283 at 6%; with 50% employer match about $293,283 at 4% or $195,522 at 6%; with 100% employer match about $219,963 at 4% or $146,642 at 6%. |
| 2014 | 2 | 13 | $7,724,717 | $632,780 | $48,675iApproximate average salary by contribution assumption: employee only about $1,216,885 at 4% or $811,256 at 6%; with 50% employer match about $811,256 at 4% or $540,838 at 6%; with 100% employer match about $608,442 at 4% or $405,628 at 6%. |
| Watz Surgical Group LLC 401(K) Profit Sharing Plan | - | 13 | $6,076,811 | $398,927 | $30,687iApproximate average salary by contribution assumption: employee only about $767,167 at 4% or $511,445 at 6%; with 50% employer match about $511,445 at 4% or $340,963 at 6%; with 100% employer match about $383,584 at 4% or $255,722 at 6%. |
| WATZ SURGICAL GROUP, LLC CASH BALANCE PLAN | - | 13 | $1,647,906 | $233,853 | $17,989iApproximate average salary by contribution assumption: employee only about $449,717 at 4% or $299,812 at 6%; with 50% employer match about $299,812 at 4% or $199,874 at 6%; with 100% employer match about $224,859 at 4% or $149,906 at 6%. |
| 2013 | 2 | 16 | $6,617,951 | $594,665 | $37,167iApproximate average salary by contribution assumption: employee only about $929,164 at 4% or $619,443 at 6%; with 50% employer match about $619,443 at 4% or $412,962 at 6%; with 100% employer match about $464,582 at 4% or $309,721 at 6%. |
| Watz Surgical Group LLC 401(K) Profit Sharing Plan | - | 16 | $5,225,989 | $358,980 | $22,436iApproximate average salary by contribution assumption: employee only about $560,906 at 4% or $373,938 at 6%; with 50% employer match about $373,938 at 4% or $249,292 at 6%; with 100% employer match about $280,453 at 4% or $186,969 at 6%. |
| WATZ SURGICAL GROUP, LLC CASH BALANCE PLAN | - | 12 | $1,391,962 | $235,685 | $19,640iApproximate average salary by contribution assumption: employee only about $491,010 at 4% or $327,340 at 6%; with 50% employer match about $327,340 at 4% or $218,227 at 6%; with 100% employer match about $245,505 at 4% or $163,670 at 6%. |
| 2012 | 2 | 18 | $4,909,489 | $523,778 | $29,099iApproximate average salary by contribution assumption: employee only about $727,469 at 4% or $484,980 at 6%; with 50% employer match about $484,980 at 4% or $323,320 at 6%; with 100% employer match about $363,735 at 4% or $242,490 at 6%. |
| Watz Surgical Group LLC 401(K) Profit Sharing Plan | - | 18 | $3,793,363 | $303,473 | $16,860iApproximate average salary by contribution assumption: employee only about $421,490 at 4% or $280,994 at 6%; with 50% employer match about $280,994 at 4% or $187,329 at 6%; with 100% employer match about $210,745 at 4% or $140,497 at 6%. |
| WATZ SURGICAL GROUP, LLC CASH BALANCE PLAN | - | 14 | $1,116,126 | $220,305 | $15,736iApproximate average salary by contribution assumption: employee only about $393,402 at 4% or $262,268 at 6%; with 50% employer match about $262,268 at 4% or $174,845 at 6%; with 100% employer match about $196,701 at 4% or $131,134 at 6%. |
| 2011 | 2 | 15 | $3,927,237 | $497,326 | $33,155iApproximate average salary by contribution assumption: employee only about $828,877 at 4% or $552,584 at 6%; with 50% employer match about $552,584 at 4% or $368,390 at 6%; with 100% employer match about $414,438 at 4% or $276,292 at 6%. |
| Watz Surgical Group LLC 401(K) Profit Sharing Plan | - | 15 | $3,061,994 | $280,829 | $18,722iApproximate average salary by contribution assumption: employee only about $468,048 at 4% or $312,032 at 6%; with 50% employer match about $312,032 at 4% or $208,021 at 6%; with 100% employer match about $234,024 at 4% or $156,016 at 6%. |
| WATZ SURGICAL GROUP, LLC CASH BALANCE PLAN | - | 15 | $865,243 | $216,497 | $14,433iApproximate average salary by contribution assumption: employee only about $360,828 at 4% or $240,552 at 6%; with 50% employer match about $240,552 at 4% or $160,368 at 6%; with 100% employer match about $180,414 at 4% or $120,276 at 6%. |
| 2010 | 2 | 15 | $3,470,047 | $519,863 | $34,658iApproximate average salary by contribution assumption: employee only about $866,438 at 4% or $577,626 at 6%; with 50% employer match about $577,626 at 4% or $385,084 at 6%; with 100% employer match about $433,219 at 4% or $288,813 at 6%. |
| Watz Surgical Group LLC 401(K) Profit Sharing Plan | - | 15 | $2,844,851 | $304,799 | $20,320iApproximate average salary by contribution assumption: employee only about $507,998 at 4% or $338,666 at 6%; with 50% employer match about $338,666 at 4% or $225,777 at 6%; with 100% employer match about $253,999 at 4% or $169,333 at 6%. |
| WATZ SURGICAL GROUP, LLC CASH BALANCE PLAN | - | 11 | $625,196 | $215,064 | $19,551iApproximate average salary by contribution assumption: employee only about $488,782 at 4% or $325,855 at 6%; with 50% employer match about $325,855 at 4% or $217,236 at 6%; with 100% employer match about $244,391 at 4% or $162,927 at 6%. |
| 2009 | 2 | 12 | $2,577,334 | $497,944 | $41,495iApproximate average salary by contribution assumption: employee only about $1,037,383 at 4% or $691,589 at 6%; with 50% employer match about $691,589 at 4% or $461,059 at 6%; with 100% employer match about $518,692 at 4% or $345,794 at 6%. |
| Watz Surgical Group LLC 401(K) Profit Sharing Plan | - | 11 | $2,185,768 | $300,827 | $27,348iApproximate average salary by contribution assumption: employee only about $683,698 at 4% or $455,798 at 6%; with 50% employer match about $455,798 at 4% or $303,866 at 6%; with 100% employer match about $341,849 at 4% or $227,899 at 6%. |
| WATZ SURGICAL GROUP, LLC CASH BALANCE PLAN | - | 12 | $391,566 | $197,117 | $16,426iApproximate average salary by contribution assumption: employee only about $410,660 at 4% or $273,774 at 6%; with 50% employer match about $273,774 at 4% or $182,516 at 6%; with 100% employer match about $205,330 at 4% or $136,887 at 6%. |
| 2008 | 2 | 12 | $1,625,451 | $472,237 | $39,353iApproximate average salary by contribution assumption: employee only about $983,827 at 4% or $655,885 at 6%; with 50% employer match about $655,885 at 4% or $437,256 at 6%; with 100% employer match about $491,914 at 4% or $327,942 at 6%. |
| Watz Surgical Group LLC 401(K) Profit Sharing Plan | - | 12 | $1,453,757 | $300,543 | $25,045iApproximate average salary by contribution assumption: employee only about $626,131 at 4% or $417,421 at 6%; with 50% employer match about $417,421 at 4% or $278,281 at 6%; with 100% employer match about $313,066 at 4% or $208,710 at 6%. |
| WATZ SURGICAL GROUP, LLC CASH BALANCE PLAN | - | 12 | $171,694 | $171,694 | $14,308iApproximate average salary by contribution assumption: employee only about $357,696 at 4% or $238,464 at 6%; with 50% employer match about $238,464 at 4% or $158,976 at 6%; with 100% employer match about $178,848 at 4% or $119,232 at 6%. |
| 2007 | 1 | 13 | $0 | $0 | - |
| Watz Surgical Group LLC 401(K) Profit Sharing Plan | - | 13 | - | - | - |
| 2006 | 1 | 11 | $1,684,358 | $229,677 | $20,880iApproximate average salary by contribution assumption: employee only about $521,993 at 4% or $347,995 at 6%; with 50% employer match about $347,995 at 4% or $231,997 at 6%; with 100% employer match about $260,997 at 4% or $173,998 at 6%. |
| Watz Surgical Group LLC 401(K) Profit Sharing Plan | - | 11 | $1,684,358 | $229,677 | $20,880iApproximate average salary by contribution assumption: employee only about $521,993 at 4% or $347,995 at 6%; with 50% employer match about $347,995 at 4% or $231,997 at 6%; with 100% employer match about $260,997 at 4% or $173,998 at 6%. |
| 2005 | 1 | 12 | $1,335,626 | $257,452 | $21,454iApproximate average salary by contribution assumption: employee only about $536,358 at 4% or $357,572 at 6%; with 50% employer match about $357,572 at 4% or $238,381 at 6%; with 100% employer match about $268,179 at 4% or $178,786 at 6%. |
| Watz Surgical Group LLC 401(K) Profit Sharing Plan | - | 12 | $1,335,626 | $257,452 | $21,454iApproximate average salary by contribution assumption: employee only about $536,358 at 4% or $357,572 at 6%; with 50% employer match about $357,572 at 4% or $238,381 at 6%; with 100% employer match about $268,179 at 4% or $178,786 at 6%. |
| 2004 | 1 | 13 | $1,033,217 | $241,202 | $18,554iApproximate average salary by contribution assumption: employee only about $463,850 at 4% or $309,233 at 6%; with 50% employer match about $309,233 at 4% or $206,156 at 6%; with 100% employer match about $231,925 at 4% or $154,617 at 6%. |
| Watz Surgical Group LLC 401(K) Profit Sharing Plan | - | 13 | $1,033,217 | $241,202 | $18,554iApproximate average salary by contribution assumption: employee only about $463,850 at 4% or $309,233 at 6%; with 50% employer match about $309,233 at 4% or $206,156 at 6%; with 100% employer match about $231,925 at 4% or $154,617 at 6%. |
| 2003 | 1 | 10 | $705,171 | $215,640 | $21,564iApproximate average salary by contribution assumption: employee only about $539,100 at 4% or $359,400 at 6%; with 50% employer match about $359,400 at 4% or $239,600 at 6%; with 100% employer match about $269,550 at 4% or $179,700 at 6%. |
| Watz Surgical Group LLC 401(K) Profit Sharing Plan | - | 10 | $705,171 | $215,640 | $21,564iApproximate average salary by contribution assumption: employee only about $539,100 at 4% or $359,400 at 6%; with 50% employer match about $359,400 at 4% or $239,600 at 6%; with 100% employer match about $269,550 at 4% or $179,700 at 6%. |
| 2002 | 1 | 8 | $388,070 | $426,473 | $53,309iApproximate average salary by contribution assumption: employee only about $1,332,728 at 4% or $888,485 at 6%; with 50% employer match about $888,485 at 4% or $592,324 at 6%; with 100% employer match about $666,364 at 4% or $444,243 at 6%. |
| Watz Surgical Group LLC 401(K) Profit Sharing Plan | - | 8 | $388,070 | $426,473 | $53,309iApproximate average salary by contribution assumption: employee only about $1,332,728 at 4% or $888,485 at 6%; with 50% employer match about $888,485 at 4% or $592,324 at 6%; with 100% employer match about $666,364 at 4% or $444,243 at 6%. |