Waddell & Barnes PC.
Plan context: Waddell & Barnes PC. Profit Sharing Plan
EIN 54-1612365 • 6 filings • 1 plans
Current Snapshot
Latest Year
2004
2004 Participants
6
2004 Assets
$433,352
2004 Contributions
$20,000
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 |
|---|---|---|---|---|---|
| 2004 | 1 | 0 | $0 | $0 | - |
| Waddell & Barnes PC. Profit Sharing Plan | - | 0 | - | - | - |
| 2003 | 1 | 6 | $433,352 | $20,000 | $3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%. |
| Waddell & Barnes PC. Profit Sharing Plan | - | 6 | $433,352 | $20,000 | $3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%. |
| 2002 | 1 | 7 | $319,904 | $55,000 | $7,857iApproximate average salary by contribution assumption: employee only about $196,429 at 4% or $130,952 at 6%; with 50% employer match about $130,952 at 4% or $87,302 at 6%; with 100% employer match about $98,214 at 4% or $65,476 at 6%. |
| Waddell & Barnes PC. Profit Sharing Plan | - | 7 | $319,904 | $55,000 | $7,857iApproximate average salary by contribution assumption: employee only about $196,429 at 4% or $130,952 at 6%; with 50% employer match about $130,952 at 4% or $87,302 at 6%; with 100% employer match about $98,214 at 4% or $65,476 at 6%. |
| 2001 | 1 | 5 | $339,068 | $44,284 | $8,857iApproximate average salary by contribution assumption: employee only about $221,420 at 4% or $147,613 at 6%; with 50% employer match about $147,613 at 4% or $98,409 at 6%; with 100% employer match about $110,710 at 4% or $73,807 at 6%. |
| Waddell & Barnes PC. Profit Sharing Plan | - | 5 | $339,068 | $44,284 | $8,857iApproximate average salary by contribution assumption: employee only about $221,420 at 4% or $147,613 at 6%; with 50% employer match about $147,613 at 4% or $98,409 at 6%; with 100% employer match about $110,710 at 4% or $73,807 at 6%. |
| 2000 | 1 | 7 | $328,601 | $46,662 | $6,666iApproximate average salary by contribution assumption: employee only about $166,650 at 4% or $111,100 at 6%; with 50% employer match about $111,100 at 4% or $74,067 at 6%; with 100% employer match about $83,325 at 4% or $55,550 at 6%. |
| Waddell & Barnes PC. Profit Sharing Plan | - | 7 | $328,601 | $46,662 | $6,666iApproximate average salary by contribution assumption: employee only about $166,650 at 4% or $111,100 at 6%; with 50% employer match about $111,100 at 4% or $74,067 at 6%; with 100% employer match about $83,325 at 4% or $55,550 at 6%. |
| 1999 | 1 | 6 | $324,824 | $53,221 | $8,870iApproximate average salary by contribution assumption: employee only about $221,754 at 4% or $147,836 at 6%; with 50% employer match about $147,836 at 4% or $98,557 at 6%; with 100% employer match about $110,877 at 4% or $73,918 at 6%. |
| Waddell & Barnes PC. Profit Sharing Plan | - | 6 | $324,824 | $53,221 | $8,870iApproximate average salary by contribution assumption: employee only about $221,754 at 4% or $147,836 at 6%; with 50% employer match about $147,836 at 4% or $98,557 at 6%; with 100% employer match about $110,877 at 4% or $73,918 at 6%. |