Harper, Waldon & Craig
Plan context: Harper, Waldon & Craig Retirement Plan
EIN 58-1619643 • Atlanta, GA • 28 filings • 9 plans
Current Snapshot
Latest Year
2025
2025 Participants
124
2025 Assets
$14,161,350
2025 Contributions
$1,039,994
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 124 | $0 | $0 | - |
| Waldon Adelman Castilla Mcnamara & Prout LLP Health and Welfare Benefit Plan | - | 124 | - | - | - |
| 2024 | 2 | 118 | $14,161,350 | $1,039,994 | $8,814iApproximate average salary by contribution assumption: employee only about $220,338 at 4% or $146,892 at 6%; with 50% employer match about $146,892 at 4% or $97,928 at 6%; with 100% employer match about $110,169 at 4% or $73,446 at 6%. |
| Harper, Waldon & Craig Retirement Plan | - | 89 | $14,161,350 | $1,039,994 | $11,685iApproximate average salary by contribution assumption: employee only about $292,133 at 4% or $194,755 at 6%; with 50% employer match about $194,755 at 4% or $129,837 at 6%; with 100% employer match about $146,067 at 4% or $97,378 at 6%. |
| Waldon Adelman Castilla Mcnamara & Prout LLP Health and Welfare Benefit Plan | - | 118 | - | - | - |
| 2023 | 2 | 112 | $12,481,025 | $1,035,280 | $9,244iApproximate average salary by contribution assumption: employee only about $231,089 at 4% or $154,060 at 6%; with 50% employer match about $154,060 at 4% or $102,706 at 6%; with 100% employer match about $115,545 at 4% or $77,030 at 6%. |
| Harper, Waldon & Craig Retirement Plan | - | 85 | $12,481,025 | $1,035,280 | $12,180iApproximate average salary by contribution assumption: employee only about $304,494 at 4% or $202,996 at 6%; with 50% employer match about $202,996 at 4% or $135,331 at 6%; with 100% employer match about $152,247 at 4% or $101,498 at 6%. |
| Waldon Adelman Castilla Mcnamara & Prout LLP Health and Welfare Benefit Plan | - | 112 | - | - | - |
| 2022 | 2 | 115 | $9,721,638 | $926,582 | $8,057iApproximate average salary by contribution assumption: employee only about $201,431 at 4% or $134,287 at 6%; with 50% employer match about $134,287 at 4% or $89,525 at 6%; with 100% employer match about $100,715 at 4% or $67,144 at 6%. |
| Harper, Waldon & Craig Retirement Plan | - | 77 | $9,721,638 | $926,582 | $12,034iApproximate average salary by contribution assumption: employee only about $300,838 at 4% or $200,559 at 6%; with 50% employer match about $200,559 at 4% or $133,706 at 6%; with 100% employer match about $150,419 at 4% or $100,279 at 6%. |
| Waldon Adelman Castilla Mcnamara & Prout LLP Health and Welfare Benefit Plan | - | 115 | - | - | - |
| 2021 | 2 | 92 | $10,978,131 | $772,205 | $8,394iApproximate average salary by contribution assumption: employee only about $209,838 at 4% or $139,892 at 6%; with 50% employer match about $139,892 at 4% or $93,261 at 6%; with 100% employer match about $104,919 at 4% or $69,946 at 6%. |
| Harper, Waldon & Craig Retirement Plan | - | 78 | $10,978,131 | $772,205 | $9,900iApproximate average salary by contribution assumption: employee only about $247,502 at 4% or $165,001 at 6%; with 50% employer match about $165,001 at 4% or $110,001 at 6%; with 100% employer match about $123,751 at 4% or $82,501 at 6%. |
| Waldon Adelman Castilla Mcnamara & Prout LLP Health and Welfare Benefit Plan | - | 92 | - | - | - |
| 2020 | 2 | 135 | $9,919,109 | $733,022 | $5,430iApproximate average salary by contribution assumption: employee only about $135,745 at 4% or $90,497 at 6%; with 50% employer match about $90,497 at 4% or $60,331 at 6%; with 100% employer match about $67,872 at 4% or $45,248 at 6%. |
| Harper, Waldon & Craig Retirement Plan | - | 135 | $9,919,109 | $733,022 | $5,430iApproximate average salary by contribution assumption: employee only about $135,745 at 4% or $90,497 at 6%; with 50% employer match about $90,497 at 4% or $60,331 at 6%; with 100% employer match about $67,872 at 4% or $45,248 at 6%. |
| Waldon Adelman Castilla Mcnamara & Prout LLP Health and Welfare Benefit Plan | - | 99 | - | - | - |
| 2019 | 1 | 115 | $7,941,602 | $610,779 | $5,311iApproximate average salary by contribution assumption: employee only about $132,778 at 4% or $88,519 at 6%; with 50% employer match about $88,519 at 4% or $59,012 at 6%; with 100% employer match about $66,389 at 4% or $44,259 at 6%. |
| Harper, Waldon & Craig Retirement Plan | - | 115 | $7,941,602 | $610,779 | $5,311iApproximate average salary by contribution assumption: employee only about $132,778 at 4% or $88,519 at 6%; with 50% employer match about $88,519 at 4% or $59,012 at 6%; with 100% employer match about $66,389 at 4% or $44,259 at 6%. |
| 2018 | 1 | 100 | $6,381,210 | $601,438 | $6,014iApproximate average salary by contribution assumption: employee only about $150,360 at 4% or $100,240 at 6%; with 50% employer match about $100,240 at 4% or $66,826 at 6%; with 100% employer match about $75,180 at 4% or $50,120 at 6%. |
| Harper, Waldon & Craig Retirement Plan | - | 100 | $6,381,210 | $601,438 | $6,014iApproximate average salary by contribution assumption: employee only about $150,360 at 4% or $100,240 at 6%; with 50% employer match about $100,240 at 4% or $66,826 at 6%; with 100% employer match about $75,180 at 4% or $50,120 at 6%. |
| 2017 | 1 | 75 | $6,162,030 | $530,936 | $7,079iApproximate average salary by contribution assumption: employee only about $176,979 at 4% or $117,986 at 6%; with 50% employer match about $117,986 at 4% or $78,657 at 6%; with 100% employer match about $88,489 at 4% or $58,993 at 6%. |
| Harper, Waldon & Craig Retirement Plan | - | 75 | $6,162,030 | $530,936 | $7,079iApproximate average salary by contribution assumption: employee only about $176,979 at 4% or $117,986 at 6%; with 50% employer match about $117,986 at 4% or $78,657 at 6%; with 100% employer match about $88,489 at 4% or $58,993 at 6%. |
| 2016 | 1 | 57 | $4,818,316 | $533,070 | $9,352iApproximate average salary by contribution assumption: employee only about $233,803 at 4% or $155,868 at 6%; with 50% employer match about $155,868 at 4% or $103,912 at 6%; with 100% employer match about $116,901 at 4% or $77,934 at 6%. |
| Harper, Waldon & Craig Retirement Plan | - | 57 | $4,818,316 | $533,070 | $9,352iApproximate average salary by contribution assumption: employee only about $233,803 at 4% or $155,868 at 6%; with 50% employer match about $155,868 at 4% or $103,912 at 6%; with 100% employer match about $116,901 at 4% or $77,934 at 6%. |
| 2015 | 1 | 38 | $4,007,339 | $463,268 | $12,191iApproximate average salary by contribution assumption: employee only about $304,782 at 4% or $203,188 at 6%; with 50% employer match about $203,188 at 4% or $135,458 at 6%; with 100% employer match about $152,391 at 4% or $101,594 at 6%. |
| Harper, Waldon & Craig Retirement Plan | - | 38 | $4,007,339 | $463,268 | $12,191iApproximate average salary by contribution assumption: employee only about $304,782 at 4% or $203,188 at 6%; with 50% employer match about $203,188 at 4% or $135,458 at 6%; with 100% employer match about $152,391 at 4% or $101,594 at 6%. |
| 2014 | 1 | 31 | $3,537,515 | $401,795 | $12,961iApproximate average salary by contribution assumption: employee only about $324,028 at 4% or $216,019 at 6%; with 50% employer match about $216,019 at 4% or $144,013 at 6%; with 100% employer match about $162,014 at 4% or $108,009 at 6%. |
| Harper, Waldon & Craig Retirement Plan | - | 31 | $3,537,515 | $401,795 | $12,961iApproximate average salary by contribution assumption: employee only about $324,028 at 4% or $216,019 at 6%; with 50% employer match about $216,019 at 4% or $144,013 at 6%; with 100% employer match about $162,014 at 4% or $108,009 at 6%. |
| 2013 | 1 | 24 | $2,921,470 | $349,482 | $14,562iApproximate average salary by contribution assumption: employee only about $364,044 at 4% or $242,696 at 6%; with 50% employer match about $242,696 at 4% or $161,797 at 6%; with 100% employer match about $182,022 at 4% or $121,348 at 6%. |
| Harper, Waldon & Craig Retirement Plan | - | 24 | $2,921,470 | $349,482 | $14,562iApproximate average salary by contribution assumption: employee only about $364,044 at 4% or $242,696 at 6%; with 50% employer match about $242,696 at 4% or $161,797 at 6%; with 100% employer match about $182,022 at 4% or $121,348 at 6%. |
| 2012 | 1 | 20 | $2,337,930 | $325,918 | $16,296iApproximate average salary by contribution assumption: employee only about $407,398 at 4% or $271,598 at 6%; with 50% employer match about $271,598 at 4% or $181,066 at 6%; with 100% employer match about $203,699 at 4% or $135,799 at 6%. |
| Harper, Waldon & Craig Retirement Plan | - | 20 | $2,337,930 | $325,918 | $16,296iApproximate average salary by contribution assumption: employee only about $407,398 at 4% or $271,598 at 6%; with 50% employer match about $271,598 at 4% or $181,066 at 6%; with 100% employer match about $203,699 at 4% or $135,799 at 6%. |
| 2011 | 1 | 19 | $2,320,404 | $343,185 | $18,062iApproximate average salary by contribution assumption: employee only about $451,559 at 4% or $301,039 at 6%; with 50% employer match about $301,039 at 4% or $200,693 at 6%; with 100% employer match about $225,780 at 4% or $150,520 at 6%. |
| Harper, Waldon & Craig Retirement Plan | - | 19 | $2,320,404 | $343,185 | $18,062iApproximate average salary by contribution assumption: employee only about $451,559 at 4% or $301,039 at 6%; with 50% employer match about $301,039 at 4% or $200,693 at 6%; with 100% employer match about $225,780 at 4% or $150,520 at 6%. |
| 2010 | 1 | 19 | $2,505,853 | $350,522 | $18,449iApproximate average salary by contribution assumption: employee only about $461,213 at 4% or $307,475 at 6%; with 50% employer match about $307,475 at 4% or $204,984 at 6%; with 100% employer match about $230,607 at 4% or $153,738 at 6%. |
| Harper, Waldon & Craig Retirement Plan | - | 19 | $2,505,853 | $350,522 | $18,449iApproximate average salary by contribution assumption: employee only about $461,213 at 4% or $307,475 at 6%; with 50% employer match about $307,475 at 4% or $204,984 at 6%; with 100% employer match about $230,607 at 4% or $153,738 at 6%. |
| 2009 | 1 | 18 | $1,965,610 | $344,230 | $19,124iApproximate average salary by contribution assumption: employee only about $478,097 at 4% or $318,731 at 6%; with 50% employer match about $318,731 at 4% or $212,488 at 6%; with 100% employer match about $239,049 at 4% or $159,366 at 6%. |
| Harper, Waldon & Craig Retirement Plan | - | 18 | $1,965,610 | $344,230 | $19,124iApproximate average salary by contribution assumption: employee only about $478,097 at 4% or $318,731 at 6%; with 50% employer match about $318,731 at 4% or $212,488 at 6%; with 100% employer match about $239,049 at 4% or $159,366 at 6%. |
| 2008 | 1 | 18 | $1,453,613 | $333,269 | $18,515iApproximate average salary by contribution assumption: employee only about $462,874 at 4% or $308,582 at 6%; with 50% employer match about $308,582 at 4% or $205,722 at 6%; with 100% employer match about $231,437 at 4% or $154,291 at 6%. |
| Harper, Waldon & Craig Retirement Plan | - | 18 | $1,453,613 | $333,269 | $18,515iApproximate average salary by contribution assumption: employee only about $462,874 at 4% or $308,582 at 6%; with 50% employer match about $308,582 at 4% or $205,722 at 6%; with 100% employer match about $231,437 at 4% or $154,291 at 6%. |
| 2007 | 1 | 17 | $1,698,925 | $931,517 | $54,795iApproximate average salary by contribution assumption: employee only about $1,369,878 at 4% or $913,252 at 6%; with 50% employer match about $913,252 at 4% or $608,835 at 6%; with 100% employer match about $684,939 at 4% or $456,626 at 6%. |
| Harper, Waldon & Craig Retirement Plan | - | 17 | $1,698,925 | $931,517 | $54,795iApproximate average salary by contribution assumption: employee only about $1,369,878 at 4% or $913,252 at 6%; with 50% employer match about $913,252 at 4% or $608,835 at 6%; with 100% employer match about $684,939 at 4% or $456,626 at 6%. |
| 2006 | 1 | 17 | $610,909 | $293,380 | $17,258iApproximate average salary by contribution assumption: employee only about $431,441 at 4% or $287,627 at 6%; with 50% employer match about $287,627 at 4% or $191,752 at 6%; with 100% employer match about $215,721 at 4% or $143,814 at 6%. |
| Harper, Waldon & Craig Retirement Plan | - | 17 | $610,909 | $293,380 | $17,258iApproximate average salary by contribution assumption: employee only about $431,441 at 4% or $287,627 at 6%; with 50% employer match about $287,627 at 4% or $191,752 at 6%; with 100% employer match about $215,721 at 4% or $143,814 at 6%. |
| 2005 | 1 | 20 | $284,353 | $276,966 | $13,848iApproximate average salary by contribution assumption: employee only about $346,208 at 4% or $230,805 at 6%; with 50% employer match about $230,805 at 4% or $153,870 at 6%; with 100% employer match about $173,104 at 4% or $115,403 at 6%. |
| Harper, Waldon & Craig Retirement Plan | - | 20 | $284,353 | $276,966 | $13,848iApproximate average salary by contribution assumption: employee only about $346,208 at 4% or $230,805 at 6%; with 50% employer match about $230,805 at 4% or $153,870 at 6%; with 100% employer match about $173,104 at 4% or $115,403 at 6%. |
| 2001 | 1 | 0 | $0 | $0 | - |
| Harper, Waldon & Craig Retirement Plan | - | 0 | - | - | - |
| 2000 | 1 | 18 | $3,360,533 | $85,000 | $4,722iApproximate average salary by contribution assumption: employee only about $118,056 at 4% or $78,704 at 6%; with 50% employer match about $78,704 at 4% or $52,469 at 6%; with 100% employer match about $59,028 at 4% or $39,352 at 6%. |
| Harper, Waldon & Craig Retirement Plan | - | 18 | $3,360,533 | $85,000 | $4,722iApproximate average salary by contribution assumption: employee only about $118,056 at 4% or $78,704 at 6%; with 50% employer match about $78,704 at 4% or $52,469 at 6%; with 100% employer match about $59,028 at 4% or $39,352 at 6%. |