Waldman Financial Advisers
Plan context: Waldman Financial Advisers Profit Sharing Plan and Trust
EIN 54-1573976 • 3 filings • 1 plans
Current Snapshot
Latest Year
2001
2001 Participants
1
2001 Assets
$65,463
2001 Contributions
$7,906
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 |
|---|---|---|---|---|---|
| 2001 | 1 | 0 | $0 | $7,906 | - |
| Waldman Financial Advisers Profit Sharing Plan and Trust | - | 0 | - | $7,906 | - |
| 2000 | 1 | 1 | $65,463 | $27,412 | $27,412iApproximate average salary by contribution assumption: employee only about $685,300 at 4% or $456,867 at 6%; with 50% employer match about $456,867 at 4% or $304,578 at 6%; with 100% employer match about $342,650 at 4% or $228,433 at 6%. |
| Waldman Financial Advisers Profit Sharing Plan and Trust | - | 1 | $65,463 | $27,412 | $27,412iApproximate average salary by contribution assumption: employee only about $685,300 at 4% or $456,867 at 6%; with 50% employer match about $456,867 at 4% or $304,578 at 6%; with 100% employer match about $342,650 at 4% or $228,433 at 6%. |
| 1999 | 1 | 2 | $54,751 | $29,153 | $14,577iApproximate average salary by contribution assumption: employee only about $364,413 at 4% or $242,942 at 6%; with 50% employer match about $242,942 at 4% or $161,961 at 6%; with 100% employer match about $182,206 at 4% or $121,471 at 6%. |
| Waldman Financial Advisers Profit Sharing Plan and Trust | - | 2 | $54,751 | $29,153 | $14,577iApproximate average salary by contribution assumption: employee only about $364,413 at 4% or $242,942 at 6%; with 50% employer match about $242,942 at 4% or $161,961 at 6%; with 100% employer match about $182,206 at 4% or $121,471 at 6%. |