Wald LLC
Plan context: Wald 401(K) Retirement Plan
EIN 61-1362559 • Maysville, KY • 52 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
19
2024 Assets
$2,073,119
2024 Contributions
$22,146
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 19 | $2,073,119 | $22,146 | $1,166iApproximate average salary by contribution assumption: employee only about $29,139 at 4% or $19,426 at 6%; with 50% employer match about $19,426 at 4% or $12,951 at 6%; with 100% employer match about $14,570 at 4% or $9,713 at 6%. |
| Wald 401(K) Retirement Plan | - | 19 | $2,073,119 | $22,146 | $1,166iApproximate average salary by contribution assumption: employee only about $29,139 at 4% or $19,426 at 6%; with 50% employer match about $19,426 at 4% or $12,951 at 6%; with 100% employer match about $14,570 at 4% or $9,713 at 6%. |
| 2023 | 1 | 18 | $1,777,390 | $25,970 | $1,443iApproximate average salary by contribution assumption: employee only about $36,069 at 4% or $24,046 at 6%; with 50% employer match about $24,046 at 4% or $16,031 at 6%; with 100% employer match about $18,035 at 4% or $12,023 at 6%. |
| Wald 401(K) Retirement Plan | - | 18 | $1,777,390 | $25,970 | $1,443iApproximate average salary by contribution assumption: employee only about $36,069 at 4% or $24,046 at 6%; with 50% employer match about $24,046 at 4% or $16,031 at 6%; with 100% employer match about $18,035 at 4% or $12,023 at 6%. |
| 2022 | 1 | 22 | $2,942,344 | $37,026 | $1,683iApproximate average salary by contribution assumption: employee only about $42,075 at 4% or $28,050 at 6%; with 50% employer match about $28,050 at 4% or $18,700 at 6%; with 100% employer match about $21,038 at 4% or $14,025 at 6%. |
| Wald 401(K) Retirement Plan | - | 22 | $2,942,344 | $37,026 | $1,683iApproximate average salary by contribution assumption: employee only about $42,075 at 4% or $28,050 at 6%; with 50% employer match about $28,050 at 4% or $18,700 at 6%; with 100% employer match about $21,038 at 4% or $14,025 at 6%. |
| 2021 | 1 | 25 | $3,873,674 | $43,143 | $1,726iApproximate average salary by contribution assumption: employee only about $43,143 at 4% or $28,762 at 6%; with 50% employer match about $28,762 at 4% or $19,175 at 6%; with 100% employer match about $21,572 at 4% or $14,381 at 6%. |
| Wald 401(K) Retirement Plan | - | 25 | $3,873,674 | $43,143 | $1,726iApproximate average salary by contribution assumption: employee only about $43,143 at 4% or $28,762 at 6%; with 50% employer match about $28,762 at 4% or $19,175 at 6%; with 100% employer match about $21,572 at 4% or $14,381 at 6%. |
| 2020 | 2 | 95 | $3,587,905 | $54,134 | $570iApproximate average salary by contribution assumption: employee only about $14,246 at 4% or $9,497 at 6%; with 50% employer match about $9,497 at 4% or $6,331 at 6%; with 100% employer match about $7,123 at 4% or $4,749 at 6%. |
| Wald 401(K) Retirement Plan | - | 29 | $3,587,905 | $54,134 | $1,867iApproximate average salary by contribution assumption: employee only about $46,667 at 4% or $31,111 at 6%; with 50% employer match about $31,111 at 4% or $20,741 at 6%; with 100% employer match about $23,334 at 4% or $15,556 at 6%. |
| Wald LLC Group Life Insurance | - | 95 | - | - | - |
| 2019 | 2 | 100 | $3,103,721 | $56,529 | $565iApproximate average salary by contribution assumption: employee only about $14,132 at 4% or $9,422 at 6%; with 50% employer match about $9,422 at 4% or $6,281 at 6%; with 100% employer match about $7,066 at 4% or $4,711 at 6%. |
| Wald 401(K) Retirement Plan | - | 34 | $3,103,721 | $56,529 | $1,663iApproximate average salary by contribution assumption: employee only about $41,565 at 4% or $27,710 at 6%; with 50% employer match about $27,710 at 4% or $18,474 at 6%; with 100% employer match about $20,783 at 4% or $13,855 at 6%. |
| Wald LLC Group Life Insurance | - | 100 | - | - | - |
| 2018 | 2 | 105 | $2,415,117 | $60,678 | $578iApproximate average salary by contribution assumption: employee only about $14,447 at 4% or $9,631 at 6%; with 50% employer match about $9,631 at 4% or $6,421 at 6%; with 100% employer match about $7,224 at 4% or $4,816 at 6%. |
| Wald 401(K) Retirement Plan | - | 35 | $2,415,117 | $60,678 | $1,734iApproximate average salary by contribution assumption: employee only about $43,341 at 4% or $28,894 at 6%; with 50% employer match about $28,894 at 4% or $19,263 at 6%; with 100% employer match about $21,671 at 4% or $14,447 at 6%. |
| Wald LLC Group Life Insurance | - | 105 | - | - | - |
| 2017 | 2 | 107 | $2,612,929 | $65,851 | $615iApproximate average salary by contribution assumption: employee only about $15,386 at 4% or $10,257 at 6%; with 50% employer match about $10,257 at 4% or $6,838 at 6%; with 100% employer match about $7,693 at 4% or $5,129 at 6%. |
| Wald 401(K) Retirement Plan | - | 40 | $2,612,929 | $65,851 | $1,646iApproximate average salary by contribution assumption: employee only about $41,157 at 4% or $27,438 at 6%; with 50% employer match about $27,438 at 4% or $18,292 at 6%; with 100% employer match about $20,578 at 4% or $13,719 at 6%. |
| Wald LLC Group Life Insurance | - | 107 | - | - | - |
| 2016 | 2 | 112 | $2,883,336 | $65,280 | $583iApproximate average salary by contribution assumption: employee only about $14,571 at 4% or $9,714 at 6%; with 50% employer match about $9,714 at 4% or $6,476 at 6%; with 100% employer match about $7,286 at 4% or $4,857 at 6%. |
| Wald 401(K) Retirement Plan | - | 47 | $2,883,336 | $65,280 | $1,389iApproximate average salary by contribution assumption: employee only about $34,723 at 4% or $23,149 at 6%; with 50% employer match about $23,149 at 4% or $15,433 at 6%; with 100% employer match about $17,362 at 4% or $11,574 at 6%. |
| Wald LLC Group Life Insurance | - | 112 | - | - | - |
| 2015 | 2 | 116 | $3,237,552 | $75,201 | $648iApproximate average salary by contribution assumption: employee only about $16,207 at 4% or $10,805 at 6%; with 50% employer match about $10,805 at 4% or $7,203 at 6%; with 100% employer match about $8,104 at 4% or $5,402 at 6%. |
| Wald 401(K) Retirement Plan | - | 54 | $3,237,552 | $75,201 | $1,393iApproximate average salary by contribution assumption: employee only about $34,815 at 4% or $23,210 at 6%; with 50% employer match about $23,210 at 4% or $15,473 at 6%; with 100% employer match about $17,408 at 4% or $11,605 at 6%. |
| Wald LLC Group Life Insurance | - | 116 | - | - | - |
| 2014 | 2 | 120 | $3,439,311 | $81,433 | $679iApproximate average salary by contribution assumption: employee only about $16,965 at 4% or $11,310 at 6%; with 50% employer match about $11,310 at 4% or $7,540 at 6%; with 100% employer match about $8,483 at 4% or $5,655 at 6%. |
| Wald 401(K) Retirement Plan | - | 59 | $3,439,311 | $81,433 | $1,380iApproximate average salary by contribution assumption: employee only about $34,506 at 4% or $23,004 at 6%; with 50% employer match about $23,004 at 4% or $15,336 at 6%; with 100% employer match about $17,253 at 4% or $11,502 at 6%. |
| Wald LLC Group Life Insurance | - | 120 | - | - | - |
| 2013 | 2 | 122 | $3,131,945 | $81,231 | $666iApproximate average salary by contribution assumption: employee only about $16,646 at 4% or $11,097 at 6%; with 50% employer match about $11,097 at 4% or $7,398 at 6%; with 100% employer match about $8,323 at 4% or $5,549 at 6%. |
| Wald 401(K) Retirement Plan | - | 64 | $3,131,945 | $81,231 | $1,269iApproximate average salary by contribution assumption: employee only about $31,731 at 4% or $21,154 at 6%; with 50% employer match about $21,154 at 4% or $14,103 at 6%; with 100% employer match about $15,865 at 4% or $10,577 at 6%. |
| Wald LLC Group Life Insurance | - | 122 | - | - | - |
| 2012 | 2 | 123 | $2,735,761 | $86,707 | $705iApproximate average salary by contribution assumption: employee only about $17,623 at 4% or $11,749 at 6%; with 50% employer match about $11,749 at 4% or $7,833 at 6%; with 100% employer match about $8,812 at 4% or $5,874 at 6%. |
| Wald 401(K) Retirement Plan | - | 67 | $2,735,761 | $86,707 | $1,294iApproximate average salary by contribution assumption: employee only about $32,353 at 4% or $21,569 at 6%; with 50% employer match about $21,569 at 4% or $14,379 at 6%; with 100% employer match about $16,177 at 4% or $10,784 at 6%. |
| Wald LLC Group Life Insurance | - | 123 | - | - | - |
| 2011 | 2 | 129 | $2,355,857 | $80,548 | $624iApproximate average salary by contribution assumption: employee only about $15,610 at 4% or $10,407 at 6%; with 50% employer match about $10,407 at 4% or $6,938 at 6%; with 100% employer match about $7,805 at 4% or $5,203 at 6%. |
| Wald 401(K) Retirement Plan | - | 66 | $2,355,857 | $80,548 | $1,220iApproximate average salary by contribution assumption: employee only about $30,511 at 4% or $20,340 at 6%; with 50% employer match about $20,340 at 4% or $13,560 at 6%; with 100% employer match about $15,255 at 4% or $10,170 at 6%. |
| Wald LLC Group Life Insurance | - | 129 | - | - | - |
| 2010 | 2 | 135 | $2,418,055 | $74,698 | $553iApproximate average salary by contribution assumption: employee only about $13,833 at 4% or $9,222 at 6%; with 50% employer match about $9,222 at 4% or $6,148 at 6%; with 100% employer match about $6,916 at 4% or $4,611 at 6%. |
| Wald 401(K) Retirement Plan | - | 73 | $2,418,055 | $74,698 | $1,023iApproximate average salary by contribution assumption: employee only about $25,582 at 4% or $17,054 at 6%; with 50% employer match about $17,054 at 4% or $11,370 at 6%; with 100% employer match about $12,791 at 4% or $8,527 at 6%. |
| Wald LLC Group Life Insurance | - | 135 | - | - | - |
| 2009 | 2 | 137 | $2,299,013 | $64,402 | $470iApproximate average salary by contribution assumption: employee only about $11,752 at 4% or $7,835 at 6%; with 50% employer match about $7,835 at 4% or $5,223 at 6%; with 100% employer match about $5,876 at 4% or $3,917 at 6%. |
| Wald 401(K) Retirement Plan | - | 73 | $2,299,013 | $64,402 | $882iApproximate average salary by contribution assumption: employee only about $22,055 at 4% or $14,704 at 6%; with 50% employer match about $14,704 at 4% or $9,802 at 6%; with 100% employer match about $11,028 at 4% or $7,352 at 6%. |
| Wald LLC Group Life Insurance | - | 137 | - | - | - |
| 2008 | 2 | 149 | $1,761,342 | $84,790 | $569iApproximate average salary by contribution assumption: employee only about $14,227 at 4% or $9,484 at 6%; with 50% employer match about $9,484 at 4% or $6,323 at 6%; with 100% employer match about $7,113 at 4% or $4,742 at 6%. |
| Wald 401(K) Retirement Plan | - | 80 | $1,761,342 | $84,790 | $1,060iApproximate average salary by contribution assumption: employee only about $26,497 at 4% or $17,665 at 6%; with 50% employer match about $17,665 at 4% or $11,776 at 6%; with 100% employer match about $13,248 at 4% or $8,832 at 6%. |
| Wald LLC Group Life Insurance | - | 149 | - | - | - |
| 2007 | 2 | 166 | $2,625,159 | $86,801 | $523iApproximate average salary by contribution assumption: employee only about $13,072 at 4% or $8,715 at 6%; with 50% employer match about $8,715 at 4% or $5,810 at 6%; with 100% employer match about $6,536 at 4% or $4,357 at 6%. |
| Wald 401(K) Retirement Plan | - | 92 | $2,625,159 | $86,801 | $943iApproximate average salary by contribution assumption: employee only about $23,587 at 4% or $15,725 at 6%; with 50% employer match about $15,725 at 4% or $10,483 at 6%; with 100% employer match about $11,794 at 4% or $7,862 at 6%. |
| Wald LLC Group Life Insurance | - | 166 | - | - | - |
| 2006 | 2 | 160 | $2,632,585 | $91,848 | $574iApproximate average salary by contribution assumption: employee only about $14,351 at 4% or $9,568 at 6%; with 50% employer match about $9,568 at 4% or $6,378 at 6%; with 100% employer match about $7,176 at 4% or $4,784 at 6%. |
| Wald 401(K) Retirement Plan | - | 79 | $2,632,585 | $91,848 | $1,163iApproximate average salary by contribution assumption: employee only about $29,066 at 4% or $19,377 at 6%; with 50% employer match about $19,377 at 4% or $12,918 at 6%; with 100% employer match about $14,533 at 4% or $9,689 at 6%. |
| Wald LLC Group Life Insurance | - | 160 | - | - | - |
| 2005 | 2 | 165 | $2,784,877 | $108,769 | $659iApproximate average salary by contribution assumption: employee only about $16,480 at 4% or $10,987 at 6%; with 50% employer match about $10,987 at 4% or $7,325 at 6%; with 100% employer match about $8,240 at 4% or $5,493 at 6%. |
| Wald 401(K) Retirement Plan | - | 85 | $2,784,877 | $108,769 | $1,280iApproximate average salary by contribution assumption: employee only about $31,991 at 4% or $21,327 at 6%; with 50% employer match about $21,327 at 4% or $14,218 at 6%; with 100% employer match about $15,995 at 4% or $10,664 at 6%. |
| Wald LLC Group Life Insurance | - | 165 | - | - | - |
| 2004 | 3 | 175 | $3,086,586 | $132,009 | $754iApproximate average salary by contribution assumption: employee only about $18,858 at 4% or $12,572 at 6%; with 50% employer match about $12,572 at 4% or $8,382 at 6%; with 100% employer match about $9,429 at 4% or $6,286 at 6%. |
| Wald 401(K) Retirement Plan | - | 90 | $3,086,586 | $132,009 | $1,467iApproximate average salary by contribution assumption: employee only about $36,669 at 4% or $24,446 at 6%; with 50% employer match about $24,446 at 4% or $16,297 at 6%; with 100% employer match about $18,335 at 4% or $12,223 at 6%. |
| Wald LLC Group Life Insurance | - | 175 | - | - | - |
| WALD LLC GROUP HOSPITALIZATION PLAN | - | 94 | - | - | - |
| 2003 | 3 | 168 | $2,835,449 | $179,010 | $1,066iApproximate average salary by contribution assumption: employee only about $26,638 at 4% or $17,759 at 6%; with 50% employer match about $17,759 at 4% or $11,839 at 6%; with 100% employer match about $13,319 at 4% or $8,879 at 6%. |
| Wald 401(K) Retirement Plan | - | 95 | $2,835,449 | $179,010 | $1,884iApproximate average salary by contribution assumption: employee only about $47,108 at 4% or $31,405 at 6%; with 50% employer match about $31,405 at 4% or $20,937 at 6%; with 100% employer match about $23,554 at 4% or $15,703 at 6%. |
| Wald LLC Group Life Insurance | - | 168 | - | - | - |
| WALD LLC GROUP HOSPITALIZATION PLAN | - | 109 | - | - | - |
| 2002 | 3 | 179 | $2,599,897 | $237,865 | $1,329iApproximate average salary by contribution assumption: employee only about $33,221 at 4% or $22,148 at 6%; with 50% employer match about $22,148 at 4% or $14,765 at 6%; with 100% employer match about $16,611 at 4% or $11,074 at 6%. |
| Wald 401(K) Retirement Plan | - | 85 | $2,599,897 | $237,865 | $2,798iApproximate average salary by contribution assumption: employee only about $69,960 at 4% or $46,640 at 6%; with 50% employer match about $46,640 at 4% or $31,093 at 6%; with 100% employer match about $34,980 at 4% or $23,320 at 6%. |
| Wald LLC Group Life Insurance | - | 179 | - | - | - |
| WALD LLC GROUP HOSPITALIZATION PLAN | - | 106 | - | - | - |
| 2001 | 3 | 166 | $2,837,043 | $214,302 | $1,291iApproximate average salary by contribution assumption: employee only about $32,274 at 4% or $21,516 at 6%; with 50% employer match about $21,516 at 4% or $14,344 at 6%; with 100% employer match about $16,137 at 4% or $10,758 at 6%. |
| Wald 401(K) Retirement Plan | - | 88 | $2,837,043 | $214,302 | $2,435iApproximate average salary by contribution assumption: employee only about $60,881 at 4% or $40,588 at 6%; with 50% employer match about $40,588 at 4% or $27,058 at 6%; with 100% employer match about $30,441 at 4% or $20,294 at 6%. |
| Wald LLC Group Life Insurance | - | 166 | - | - | - |
| WALD LLC GROUP HOSPITALIZATION PLAN | - | 105 | - | - | - |
| 2000 | 4 | 170 | $2,963,074 | $3,279,082 | $19,289iApproximate average salary by contribution assumption: employee only about $482,218 at 4% or $321,479 at 6%; with 50% employer match about $321,479 at 4% or $214,319 at 6%; with 100% employer match about $241,109 at 4% or $160,739 at 6%. |
| Wald 401(K) Retirement Plan | - | 89 | $2,963,074 | $3,279,082 | $36,844iApproximate average salary by contribution assumption: employee only about $921,090 at 4% or $614,060 at 6%; with 50% employer match about $614,060 at 4% or $409,374 at 6%; with 100% employer match about $460,545 at 4% or $307,030 at 6%. |
| Wald LLC Group Life Insurance | - | 170 | - | - | - |
| Wald LLC Group Life Insurance | - | 167 | - | - | - |
| WALD LLC GROUP HOSPITALIZATION PLAN | - | 101 | - | - | - |