Civic Intelligence

Waters Bassett Direct Inc

Plan context: Waters Bassett Direct Retirement Plan

EIN 58-2275296 • 14 filings • 3 plans

Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$41,500

2024 Contributions

$64,952

Historical Graphs

Total Assets Over Time

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

$64,500$32,250$0200520182024YearValue
$41,500Latest year 2024

Participants Over Time

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

50250200520182024YearValue
1Latest year 2024

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
202411$41,500$0-
Waters Bassett Direct Retirement Plan-1$41,500--
202311$16,500$0-
Waters Bassett Direct Retirement Plan-1$16,500--
202211$16,500$0-
Waters Bassett Direct Retirement Plan-1$16,500--
202111$26,500$0-
Waters Bassett Direct Retirement Plan-1$26,500--
202011$26,500$0-
Waters Bassett Direct Retirement Plan-1$26,500--
201911$16,500$0-
Waters Bassett Direct Retirement Plan-1$16,500--
201811$16,500$0-
Waters Bassett Direct Retirement Plan-1$16,500--
201711$31,500$0-
Waters Bassett Direct Retirement Plan-1$31,500--
201611$51,500$0-
Waters Bassett Direct Retirement Plan-1$51,500--
201511$64,500$64,952$64,952iApproximate average salary by contribution assumption: employee only about $1,623,800 at 4% or $1,082,533 at 6%; with 50% employer match about $1,082,533 at 4% or $721,689 at 6%; with 100% employer match about $811,900 at 4% or $541,267 at 6%.
Waters Bassett Direct Retirement Plan-1$64,500$64,952$64,952iApproximate average salary by contribution assumption: employee only about $1,623,800 at 4% or $1,082,533 at 6%; with 50% employer match about $1,082,533 at 4% or $721,689 at 6%; with 100% employer match about $811,900 at 4% or $541,267 at 6%.
2007150$17,899$6,616$132iApproximate average salary by contribution assumption: employee only about $3,308 at 4% or $2,205 at 6%; with 50% employer match about $2,205 at 4% or $1,470 at 6%; with 100% employer match about $1,654 at 4% or $1,103 at 6%.
Waters Bassett Direct Retirement Plan-50$17,899$6,616$132iApproximate average salary by contribution assumption: employee only about $3,308 at 4% or $2,205 at 6%; with 50% employer match about $2,205 at 4% or $1,470 at 6%; with 100% employer match about $1,654 at 4% or $1,103 at 6%.
2006126$18,424$10,082$388iApproximate average salary by contribution assumption: employee only about $9,694 at 4% or $6,463 at 6%; with 50% employer match about $6,463 at 4% or $4,309 at 6%; with 100% employer match about $4,847 at 4% or $3,231 at 6%.
Waters Bassett Direct Retirement Plan-26$18,424$10,082$388iApproximate average salary by contribution assumption: employee only about $9,694 at 4% or $6,463 at 6%; with 50% employer match about $6,463 at 4% or $4,309 at 6%; with 100% employer match about $4,847 at 4% or $3,231 at 6%.
2005128$26,305$16,309$582iApproximate average salary by contribution assumption: employee only about $14,562 at 4% or $9,708 at 6%; with 50% employer match about $9,708 at 4% or $6,472 at 6%; with 100% employer match about $7,281 at 4% or $4,854 at 6%.
Waters Bassett Direct Retirement Plan-28$26,305$16,309$582iApproximate average salary by contribution assumption: employee only about $14,562 at 4% or $9,708 at 6%; with 50% employer match about $9,708 at 4% or $6,472 at 6%; with 100% employer match about $7,281 at 4% or $4,854 at 6%.
199910$0$0-
Waters Bassett Direct Inc-0---