Wharton, Aldhizer & Weaver, P.L.C.
Plan context: Waw 401K Plan
EIN 54-0432135 • Harrisonburg, VA • 29 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
48
2024 Assets
$11,335,954
2024 Contributions
$819,106
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 | 48 | $11,335,954 | $819,106 | $17,065iApproximate average salary by contribution assumption: employee only about $426,618 at 4% or $284,412 at 6%; with 50% employer match about $284,412 at 4% or $189,608 at 6%; with 100% employer match about $213,309 at 4% or $142,206 at 6%. |
| Waw 401K Plan | - | 48 | $11,335,954 | $819,106 | $17,065iApproximate average salary by contribution assumption: employee only about $426,618 at 4% or $284,412 at 6%; with 50% employer match about $284,412 at 4% or $189,608 at 6%; with 100% employer match about $213,309 at 4% or $142,206 at 6%. |
| 2023 | 1 | 46 | $13,898,338 | $702,807 | $15,278iApproximate average salary by contribution assumption: employee only about $381,960 at 4% or $254,640 at 6%; with 50% employer match about $254,640 at 4% or $169,760 at 6%; with 100% employer match about $190,980 at 4% or $127,320 at 6%. |
| Waw 401K Plan | - | 46 | $13,898,338 | $702,807 | $15,278iApproximate average salary by contribution assumption: employee only about $381,960 at 4% or $254,640 at 6%; with 50% employer match about $254,640 at 4% or $169,760 at 6%; with 100% employer match about $190,980 at 4% or $127,320 at 6%. |
| 2022 | 1 | 42 | $11,418,839 | $395,215 | $9,410iApproximate average salary by contribution assumption: employee only about $235,247 at 4% or $156,831 at 6%; with 50% employer match about $156,831 at 4% or $104,554 at 6%; with 100% employer match about $117,624 at 4% or $78,416 at 6%. |
| Waw 401K Plan | - | 42 | $11,418,839 | $395,215 | $9,410iApproximate average salary by contribution assumption: employee only about $235,247 at 4% or $156,831 at 6%; with 50% employer match about $156,831 at 4% or $104,554 at 6%; with 100% employer match about $117,624 at 4% or $78,416 at 6%. |
| 2021 | 1 | 37 | $14,437,347 | $659,679 | $17,829iApproximate average salary by contribution assumption: employee only about $445,729 at 4% or $297,153 at 6%; with 50% employer match about $297,153 at 4% or $198,102 at 6%; with 100% employer match about $222,865 at 4% or $148,576 at 6%. |
| Waw 401K Plan | - | 37 | $14,437,347 | $659,679 | $17,829iApproximate average salary by contribution assumption: employee only about $445,729 at 4% or $297,153 at 6%; with 50% employer match about $297,153 at 4% or $198,102 at 6%; with 100% employer match about $222,865 at 4% or $148,576 at 6%. |
| 2020 | 1 | 38 | $14,093,975 | $454,623 | $11,964iApproximate average salary by contribution assumption: employee only about $299,094 at 4% or $199,396 at 6%; with 50% employer match about $199,396 at 4% or $132,931 at 6%; with 100% employer match about $149,547 at 4% or $99,698 at 6%. |
| Waw 401K Plan | - | 38 | $14,093,975 | $454,623 | $11,964iApproximate average salary by contribution assumption: employee only about $299,094 at 4% or $199,396 at 6%; with 50% employer match about $199,396 at 4% or $132,931 at 6%; with 100% employer match about $149,547 at 4% or $99,698 at 6%. |
| 2019 | 1 | 37 | $12,009,681 | $685,066 | $18,515iApproximate average salary by contribution assumption: employee only about $462,882 at 4% or $308,588 at 6%; with 50% employer match about $308,588 at 4% or $205,726 at 6%; with 100% employer match about $231,441 at 4% or $154,294 at 6%. |
| Waw 401K Plan | - | 37 | $12,009,681 | $685,066 | $18,515iApproximate average salary by contribution assumption: employee only about $462,882 at 4% or $308,588 at 6%; with 50% employer match about $308,588 at 4% or $205,726 at 6%; with 100% employer match about $231,441 at 4% or $154,294 at 6%. |
| 2018 | 1 | 37 | $9,366,989 | $329,594 | $8,908iApproximate average salary by contribution assumption: employee only about $222,699 at 4% or $148,466 at 6%; with 50% employer match about $148,466 at 4% or $98,977 at 6%; with 100% employer match about $111,349 at 4% or $74,233 at 6%. |
| Waw 401K Plan | - | 37 | $9,366,989 | $329,594 | $8,908iApproximate average salary by contribution assumption: employee only about $222,699 at 4% or $148,466 at 6%; with 50% employer match about $148,466 at 4% or $98,977 at 6%; with 100% employer match about $111,349 at 4% or $74,233 at 6%. |
| 2017 | 1 | 40 | $10,729,270 | $542,587 | $13,565iApproximate average salary by contribution assumption: employee only about $339,117 at 4% or $226,078 at 6%; with 50% employer match about $226,078 at 4% or $150,719 at 6%; with 100% employer match about $169,558 at 4% or $113,039 at 6%. |
| Waw 401K Plan | - | 40 | $10,729,270 | $542,587 | $13,565iApproximate average salary by contribution assumption: employee only about $339,117 at 4% or $226,078 at 6%; with 50% employer match about $226,078 at 4% or $150,719 at 6%; with 100% employer match about $169,558 at 4% or $113,039 at 6%. |
| 2016 | 1 | 33 | $8,661,729 | $516,337 | $15,647iApproximate average salary by contribution assumption: employee only about $391,164 at 4% or $260,776 at 6%; with 50% employer match about $260,776 at 4% or $173,851 at 6%; with 100% employer match about $195,582 at 4% or $130,388 at 6%. |
| Waw 401K Plan | - | 33 | $8,661,729 | $516,337 | $15,647iApproximate average salary by contribution assumption: employee only about $391,164 at 4% or $260,776 at 6%; with 50% employer match about $260,776 at 4% or $173,851 at 6%; with 100% employer match about $195,582 at 4% or $130,388 at 6%. |
| 2015 | 1 | 36 | $8,446,896 | $544,679 | $15,130iApproximate average salary by contribution assumption: employee only about $378,249 at 4% or $252,166 at 6%; with 50% employer match about $252,166 at 4% or $168,111 at 6%; with 100% employer match about $189,125 at 4% or $126,083 at 6%. |
| Waw 401K Plan | - | 36 | $8,446,896 | $544,679 | $15,130iApproximate average salary by contribution assumption: employee only about $378,249 at 4% or $252,166 at 6%; with 50% employer match about $252,166 at 4% or $168,111 at 6%; with 100% employer match about $189,125 at 4% or $126,083 at 6%. |
| 2014 | 1 | 40 | $8,113,972 | $416,703 | $10,418iApproximate average salary by contribution assumption: employee only about $260,439 at 4% or $173,626 at 6%; with 50% employer match about $173,626 at 4% or $115,751 at 6%; with 100% employer match about $130,220 at 4% or $86,813 at 6%. |
| Waw 401K Plan | - | 40 | $8,113,972 | $416,703 | $10,418iApproximate average salary by contribution assumption: employee only about $260,439 at 4% or $173,626 at 6%; with 50% employer match about $173,626 at 4% or $115,751 at 6%; with 100% employer match about $130,220 at 4% or $86,813 at 6%. |
| 2013 | 1 | 44 | $8,411,857 | $472,955 | $10,749iApproximate average salary by contribution assumption: employee only about $268,724 at 4% or $179,150 at 6%; with 50% employer match about $179,150 at 4% or $119,433 at 6%; with 100% employer match about $134,362 at 4% or $89,575 at 6%. |
| Waw 401K Plan | - | 44 | $8,411,857 | $472,955 | $10,749iApproximate average salary by contribution assumption: employee only about $268,724 at 4% or $179,150 at 6%; with 50% employer match about $179,150 at 4% or $119,433 at 6%; with 100% employer match about $134,362 at 4% or $89,575 at 6%. |
| 2012 | 1 | 49 | $7,248,797 | $566,938 | $11,570iApproximate average salary by contribution assumption: employee only about $289,254 at 4% or $192,836 at 6%; with 50% employer match about $192,836 at 4% or $128,557 at 6%; with 100% employer match about $144,627 at 4% or $96,418 at 6%. |
| Waw 401K Plan | - | 49 | $7,248,797 | $566,938 | $11,570iApproximate average salary by contribution assumption: employee only about $289,254 at 4% or $192,836 at 6%; with 50% employer match about $192,836 at 4% or $128,557 at 6%; with 100% employer match about $144,627 at 4% or $96,418 at 6%. |
| 2011 | 1 | 54 | $7,178,528 | $596,926 | $11,054iApproximate average salary by contribution assumption: employee only about $276,355 at 4% or $184,236 at 6%; with 50% employer match about $184,236 at 4% or $122,824 at 6%; with 100% employer match about $138,177 at 4% or $92,118 at 6%. |
| Waw 401K Plan | - | 54 | $7,178,528 | $596,926 | $11,054iApproximate average salary by contribution assumption: employee only about $276,355 at 4% or $184,236 at 6%; with 50% employer match about $184,236 at 4% or $122,824 at 6%; with 100% employer match about $138,177 at 4% or $92,118 at 6%. |
| 2010 | 1 | 47 | $6,972,792 | $427,681 | $9,100iApproximate average salary by contribution assumption: employee only about $227,490 at 4% or $151,660 at 6%; with 50% employer match about $151,660 at 4% or $101,107 at 6%; with 100% employer match about $113,745 at 4% or $75,830 at 6%. |
| Waw 401K Plan | - | 47 | $6,972,792 | $427,681 | $9,100iApproximate average salary by contribution assumption: employee only about $227,490 at 4% or $151,660 at 6%; with 50% employer match about $151,660 at 4% or $101,107 at 6%; with 100% employer match about $113,745 at 4% or $75,830 at 6%. |
| 2009 | 1 | 58 | $7,247,189 | $403,342 | $6,954iApproximate average salary by contribution assumption: employee only about $173,854 at 4% or $115,903 at 6%; with 50% employer match about $115,903 at 4% or $77,269 at 6%; with 100% employer match about $86,927 at 4% or $57,951 at 6%. |
| Waw 401K Plan | - | 58 | $7,247,189 | $403,342 | $6,954iApproximate average salary by contribution assumption: employee only about $173,854 at 4% or $115,903 at 6%; with 50% employer match about $115,903 at 4% or $77,269 at 6%; with 100% employer match about $86,927 at 4% or $57,951 at 6%. |
| 2008 | 1 | 56 | $5,910,815 | $678,019 | $12,107iApproximate average salary by contribution assumption: employee only about $302,687 at 4% or $201,791 at 6%; with 50% employer match about $201,791 at 4% or $134,528 at 6%; with 100% employer match about $151,344 at 4% or $100,896 at 6%. |
| Waw 401K Plan | - | 56 | $5,910,815 | $678,019 | $12,107iApproximate average salary by contribution assumption: employee only about $302,687 at 4% or $201,791 at 6%; with 50% employer match about $201,791 at 4% or $134,528 at 6%; with 100% employer match about $151,344 at 4% or $100,896 at 6%. |
| 2007 | 1 | 53 | $0 | $0 | - |
| Waw 401K Plan | - | 53 | - | - | - |
| 2006 | 1 | 54 | $7,196,145 | $661,378 | $12,248iApproximate average salary by contribution assumption: employee only about $306,194 at 4% or $204,129 at 6%; with 50% employer match about $204,129 at 4% or $136,086 at 6%; with 100% employer match about $153,097 at 4% or $102,065 at 6%. |
| Waw 401K Plan | - | 54 | $7,196,145 | $661,378 | $12,248iApproximate average salary by contribution assumption: employee only about $306,194 at 4% or $204,129 at 6%; with 50% employer match about $204,129 at 4% or $136,086 at 6%; with 100% employer match about $153,097 at 4% or $102,065 at 6%. |
| 2005 | 1 | 43 | $5,785,861 | $514,131 | $11,957iApproximate average salary by contribution assumption: employee only about $298,913 at 4% or $199,276 at 6%; with 50% employer match about $199,276 at 4% or $132,850 at 6%; with 100% employer match about $149,457 at 4% or $99,638 at 6%. |
| Waw 401K Plan | - | 43 | $5,785,861 | $514,131 | $11,957iApproximate average salary by contribution assumption: employee only about $298,913 at 4% or $199,276 at 6%; with 50% employer match about $199,276 at 4% or $132,850 at 6%; with 100% employer match about $149,457 at 4% or $99,638 at 6%. |
| 2004 | 1 | 36 | $5,459,656 | $455,202 | $12,645iApproximate average salary by contribution assumption: employee only about $316,113 at 4% or $210,742 at 6%; with 50% employer match about $210,742 at 4% or $140,494 at 6%; with 100% employer match about $158,056 at 4% or $105,371 at 6%. |
| Waw 401K Plan | - | 36 | $5,459,656 | $455,202 | $12,645iApproximate average salary by contribution assumption: employee only about $316,113 at 4% or $210,742 at 6%; with 50% employer match about $210,742 at 4% or $140,494 at 6%; with 100% employer match about $158,056 at 4% or $105,371 at 6%. |
| 2003 | 1 | 49 | $5,865,185 | $902,020 | $18,409iApproximate average salary by contribution assumption: employee only about $460,214 at 4% or $306,810 at 6%; with 50% employer match about $306,810 at 4% or $204,540 at 6%; with 100% employer match about $230,107 at 4% or $153,405 at 6%. |
| Waw 401K Plan | - | 49 | $5,865,185 | $902,020 | $18,409iApproximate average salary by contribution assumption: employee only about $460,214 at 4% or $306,810 at 6%; with 50% employer match about $306,810 at 4% or $204,540 at 6%; with 100% employer match about $230,107 at 4% or $153,405 at 6%. |
| 2002 | 1 | 62 | $4,850,141 | $542,922 | $8,757iApproximate average salary by contribution assumption: employee only about $218,920 at 4% or $145,947 at 6%; with 50% employer match about $145,947 at 4% or $97,298 at 6%; with 100% employer match about $109,460 at 4% or $72,973 at 6%. |
| Waw 401K Plan | - | 62 | $4,850,141 | $542,922 | $8,757iApproximate average salary by contribution assumption: employee only about $218,920 at 4% or $145,947 at 6%; with 50% employer match about $145,947 at 4% or $97,298 at 6%; with 100% employer match about $109,460 at 4% or $72,973 at 6%. |
| 2001 | 2 | 58 | $0 | $0 | - |
| Waw Money Purchase Plan | - | 0 | - | - | - |
| Waw 401K Plan | - | 58 | - | - | - |
| 2000 | 2 | 84 | $0 | $0 | - |
| Waw Money Purchase Plan | - | 84 | - | - | - |
| Waw 401K Plan | - | 78 | - | - | - |
| 1999 | 2 | 58 | $4,938,438 | $488,533 | $8,423iApproximate average salary by contribution assumption: employee only about $210,575 at 4% or $140,383 at 6%; with 50% employer match about $140,383 at 4% or $93,589 at 6%; with 100% employer match about $105,287 at 4% or $70,192 at 6%. |
| Waw 401K Plan | - | 48 | $4,163,227 | $203,067 | $4,231iApproximate average salary by contribution assumption: employee only about $105,764 at 4% or $70,509 at 6%; with 50% employer match about $70,509 at 4% or $47,006 at 6%; with 100% employer match about $52,882 at 4% or $35,255 at 6%. |
| Waw Money Purchase Plan | - | 58 | $775,211 | $285,466 | $4,922iApproximate average salary by contribution assumption: employee only about $123,046 at 4% or $82,030 at 6%; with 50% employer match about $82,030 at 4% or $54,687 at 6%; with 100% employer match about $61,523 at 4% or $41,015 at 6%. |