Civic Intelligence

Waddell, Smith, Magoon and Freeman LLC

Plan context: Waddell, Smith, Magoon and Freeman LLC 401K Plan

EIN 58-2145549 • Roswell, GA • 22 filings • 3 plans

10892 Crabapple Rd, Ste 100Roswell, GA 30075-0000
Current Snapshot

Latest Year

2013

2013 Participants

47

2013 Assets

$6,159,291

2013 Contributions

$266,600

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$6,159,291$3,079,646$0199920062012YearValue
$6,159,291Latest year 2012

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

51260199920062012YearValue
47Latest year 2012

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201310$0$266,600-
Waddell, Smith, Magoon and Freeman LLC 401K Plan-0$0$266,600-
2012147$6,159,291$353,563$7,523iApproximate average salary by contribution assumption: employee only about $188,065 at 4% or $125,377 at 6%; with 50% employer match about $125,377 at 4% or $83,585 at 6%; with 100% employer match about $94,033 at 4% or $62,688 at 6%.
Waddell, Smith, Magoon and Freeman LLC 401K Plan-47$6,159,291$353,563$7,523iApproximate average salary by contribution assumption: employee only about $188,065 at 4% or $125,377 at 6%; with 50% employer match about $125,377 at 4% or $83,585 at 6%; with 100% employer match about $94,033 at 4% or $62,688 at 6%.
2011151$5,835,671$403,001$7,902iApproximate average salary by contribution assumption: employee only about $197,550 at 4% or $131,700 at 6%; with 50% employer match about $131,700 at 4% or $87,800 at 6%; with 100% employer match about $98,775 at 4% or $65,850 at 6%.
Waddell, Smith, Magoon and Freeman LLC 401K Plan-51$5,835,671$403,001$7,902iApproximate average salary by contribution assumption: employee only about $197,550 at 4% or $131,700 at 6%; with 50% employer match about $131,700 at 4% or $87,800 at 6%; with 100% employer match about $98,775 at 4% or $65,850 at 6%.
2010149$5,577,184$433,410$8,845iApproximate average salary by contribution assumption: employee only about $221,128 at 4% or $147,418 at 6%; with 50% employer match about $147,418 at 4% or $98,279 at 6%; with 100% employer match about $110,564 at 4% or $73,709 at 6%.
Waddell, Smith, Magoon and Freeman LLC 401K Plan-49$5,577,184$433,410$8,845iApproximate average salary by contribution assumption: employee only about $221,128 at 4% or $147,418 at 6%; with 50% employer match about $147,418 at 4% or $98,279 at 6%; with 100% employer match about $110,564 at 4% or $73,709 at 6%.
2009142$4,600,445$458,055$10,906iApproximate average salary by contribution assumption: employee only about $272,652 at 4% or $181,768 at 6%; with 50% employer match about $181,768 at 4% or $121,179 at 6%; with 100% employer match about $136,326 at 4% or $90,884 at 6%.
Waddell, Smith, Magoon and Freeman LLC 401K Plan-42$4,600,445$458,055$10,906iApproximate average salary by contribution assumption: employee only about $272,652 at 4% or $181,768 at 6%; with 50% employer match about $181,768 at 4% or $121,179 at 6%; with 100% employer match about $136,326 at 4% or $90,884 at 6%.
2008130$3,142,776$450,480$15,016iApproximate average salary by contribution assumption: employee only about $375,400 at 4% or $250,267 at 6%; with 50% employer match about $250,267 at 4% or $166,844 at 6%; with 100% employer match about $187,700 at 4% or $125,133 at 6%.
Waddell, Smith, Magoon and Freeman LLC 401K Plan-30$3,142,776$450,480$15,016iApproximate average salary by contribution assumption: employee only about $375,400 at 4% or $250,267 at 6%; with 50% employer match about $250,267 at 4% or $166,844 at 6%; with 100% employer match about $187,700 at 4% or $125,133 at 6%.
2007129$0$0-
Waddell, Smith, Magoon and Freeman LLC 401K Plan-29---
2006127$3,906,405$400,743$14,842iApproximate average salary by contribution assumption: employee only about $371,058 at 4% or $247,372 at 6%; with 50% employer match about $247,372 at 4% or $164,915 at 6%; with 100% employer match about $185,529 at 4% or $123,686 at 6%.
Waddell, Smith, Magoon and Freeman LLC 401K Plan-27$3,906,405$400,743$14,842iApproximate average salary by contribution assumption: employee only about $371,058 at 4% or $247,372 at 6%; with 50% employer match about $247,372 at 4% or $164,915 at 6%; with 100% employer match about $185,529 at 4% or $123,686 at 6%.
2005224$3,159,132$339,225$14,134iApproximate average salary by contribution assumption: employee only about $353,359 at 4% or $235,573 at 6%; with 50% employer match about $235,573 at 4% or $157,049 at 6%; with 100% employer match about $176,680 at 4% or $117,786 at 6%.
Waddell, Smith, Magoon and Freeman LLC 401K Plan-24$3,159,132$205,975$8,582iApproximate average salary by contribution assumption: employee only about $214,557 at 4% or $143,038 at 6%; with 50% employer match about $143,038 at 4% or $95,359 at 6%; with 100% employer match about $107,279 at 4% or $71,519 at 6%.
Waddell, Smith, Magoon and Freeman LLC Money Purchase Pension Plan-0-$133,250-
2004224$2,921,197$313,927$13,080iApproximate average salary by contribution assumption: employee only about $327,007 at 4% or $218,005 at 6%; with 50% employer match about $218,005 at 4% or $145,337 at 6%; with 100% employer match about $163,504 at 4% or $109,002 at 6%.
Waddell, Smith, Magoon and Freeman LLC 401K Plan-24$2,255,667$190,851$7,952iApproximate average salary by contribution assumption: employee only about $198,803 at 4% or $132,535 at 6%; with 50% employer match about $132,535 at 4% or $88,357 at 6%; with 100% employer match about $99,402 at 4% or $66,268 at 6%.
Waddell, Smith, Magoon and Freeman LLC Money Purchase Pension Plan-24$665,530$123,076$5,128iApproximate average salary by contribution assumption: employee only about $128,204 at 4% or $85,469 at 6%; with 50% employer match about $85,469 at 4% or $56,980 at 6%; with 100% employer match about $64,102 at 4% or $42,735 at 6%.
2003229$2,352,204$349,710$12,059iApproximate average salary by contribution assumption: employee only about $301,474 at 4% or $200,983 at 6%; with 50% employer match about $200,983 at 4% or $133,989 at 6%; with 100% employer match about $150,737 at 4% or $100,491 at 6%.
Waddell, Smith, Magoon and Freeman LLC 401K Plan-24$1,859,754$224,650$9,360iApproximate average salary by contribution assumption: employee only about $234,010 at 4% or $156,007 at 6%; with 50% employer match about $156,007 at 4% or $104,005 at 6%; with 100% employer match about $117,005 at 4% or $78,003 at 6%.
Waddell, Smith, Magoon and Freeman LLC Money Purchase Pension Plan-29$492,450$125,060$4,312iApproximate average salary by contribution assumption: employee only about $107,810 at 4% or $71,874 at 6%; with 50% employer match about $71,874 at 4% or $47,916 at 6%; with 100% employer match about $53,905 at 4% or $35,937 at 6%.
2002225$1,299,435$162,190$6,488iApproximate average salary by contribution assumption: employee only about $162,190 at 4% or $108,127 at 6%; with 50% employer match about $108,127 at 4% or $72,084 at 6%; with 100% employer match about $81,095 at 4% or $54,063 at 6%.
Waddell, Smith, Magoon and Freeman LLC 401K Plan-25$1,299,435$162,190$6,488iApproximate average salary by contribution assumption: employee only about $162,190 at 4% or $108,127 at 6%; with 50% employer match about $108,127 at 4% or $72,084 at 6%; with 100% employer match about $81,095 at 4% or $54,063 at 6%.
Waddell, Smith, Magoon and Freeman LLC Money Purchase Pension Plan-24---
2001227$0$0-
Waddell, Smith, Magoon and Freeman LLC 401K Plan-27---
Waddell, Smith, Magoon and Freeman LLC Money Purchase Pension Plan-26---
2000225$1,826,194$263,791$10,552iApproximate average salary by contribution assumption: employee only about $263,791 at 4% or $175,861 at 6%; with 50% employer match about $175,861 at 4% or $117,240 at 6%; with 100% employer match about $131,896 at 4% or $87,930 at 6%.
Waddell, Smith, Magoon and Freeman LLC 401K Plan-25$1,697,139$153,992$6,160iApproximate average salary by contribution assumption: employee only about $153,992 at 4% or $102,661 at 6%; with 50% employer match about $102,661 at 4% or $68,441 at 6%; with 100% employer match about $76,996 at 4% or $51,331 at 6%.
Waddell, Smith, Magoon and Freeman LLC Money Purchase Pension Plan-24$129,055$109,799$4,575iApproximate average salary by contribution assumption: employee only about $114,374 at 4% or $76,249 at 6%; with 50% employer match about $76,249 at 4% or $50,833 at 6%; with 100% employer match about $57,187 at 4% or $38,125 at 6%.
1999224$1,943,763$190,344$7,931iApproximate average salary by contribution assumption: employee only about $198,275 at 4% or $132,183 at 6%; with 50% employer match about $132,183 at 4% or $88,122 at 6%; with 100% employer match about $99,138 at 4% or $66,092 at 6%.
Waddell, Smith, Magoon and Freeman LLC 401K Plan-24$1,894,997$141,578$5,899iApproximate average salary by contribution assumption: employee only about $147,477 at 4% or $98,318 at 6%; with 50% employer match about $98,318 at 4% or $65,545 at 6%; with 100% employer match about $73,739 at 4% or $49,159 at 6%.
Waddell, Smith, Magoon and Freeman LLC Money Purchase Pension Plan-24$48,766$48,766$2,032iApproximate average salary by contribution assumption: employee only about $50,798 at 4% or $33,865 at 6%; with 50% employer match about $33,865 at 4% or $22,577 at 6%; with 100% employer match about $25,399 at 4% or $16,933 at 6%.