Civic Intelligence

Waterford Consultants LLC

Plan context: Waterford Consultants LLC 401 K Profit Sharing Plan Trust

EIN 68-0585939 • Frederick, MD • 10 filings • 3 plans

7430 New Technology Way Suite 150Frederick, MD 21703
Current Snapshot

Latest Year

2024

2024 Participants

23

2024 Assets

$1,225,097

2024 Contributions

$180,970

Historical Graphs

Total Assets Over Time

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

$1,225,097$612,549$0201520202024YearValue
$1,225,097Latest year 2024

Participants Over Time

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

26130201520202024YearValue
23Latest 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
2024123$1,225,097$180,970$7,868iApproximate average salary by contribution assumption: employee only about $196,707 at 4% or $131,138 at 6%; with 50% employer match about $131,138 at 4% or $87,425 at 6%; with 100% employer match about $98,353 at 4% or $65,569 at 6%.
Waterford Consultants LLC 401 K Profit Sharing Plan Trust-23$1,225,097$180,970$7,868iApproximate average salary by contribution assumption: employee only about $196,707 at 4% or $131,138 at 6%; with 50% employer match about $131,138 at 4% or $87,425 at 6%; with 100% employer match about $98,353 at 4% or $65,569 at 6%.
2023126$1,133,171$221,724$8,528iApproximate average salary by contribution assumption: employee only about $213,196 at 4% or $142,131 at 6%; with 50% employer match about $142,131 at 4% or $94,754 at 6%; with 100% employer match about $106,598 at 4% or $71,065 at 6%.
Waterford Consultants LLC 401 K Profit Sharing Plan Trust-26$1,133,171$221,724$8,528iApproximate average salary by contribution assumption: employee only about $213,196 at 4% or $142,131 at 6%; with 50% employer match about $142,131 at 4% or $94,754 at 6%; with 100% employer match about $106,598 at 4% or $71,065 at 6%.
2022126$944,014$188,558$7,252iApproximate average salary by contribution assumption: employee only about $181,306 at 4% or $120,871 at 6%; with 50% employer match about $120,871 at 4% or $80,580 at 6%; with 100% employer match about $90,653 at 4% or $60,435 at 6%.
Waterford Consultants LLC 401 K Profit Sharing Plan Trust-26$944,014$188,558$7,252iApproximate average salary by contribution assumption: employee only about $181,306 at 4% or $120,871 at 6%; with 50% employer match about $120,871 at 4% or $80,580 at 6%; with 100% employer match about $90,653 at 4% or $60,435 at 6%.
2021122$1,023,475$91,916$4,178iApproximate average salary by contribution assumption: employee only about $104,450 at 4% or $69,633 at 6%; with 50% employer match about $69,633 at 4% or $46,422 at 6%; with 100% employer match about $52,225 at 4% or $34,817 at 6%.
Waterford Consultants LLC 401 K Profit Sharing Plan Trust-22$1,023,475$91,916$4,178iApproximate average salary by contribution assumption: employee only about $104,450 at 4% or $69,633 at 6%; with 50% employer match about $69,633 at 4% or $46,422 at 6%; with 100% employer match about $52,225 at 4% or $34,817 at 6%.
2020119$838,079$52,616$2,769iApproximate average salary by contribution assumption: employee only about $69,232 at 4% or $46,154 at 6%; with 50% employer match about $46,154 at 4% or $30,770 at 6%; with 100% employer match about $34,616 at 4% or $23,077 at 6%.
Waterford Consultants LLC 401 K Profit Sharing Plan Trust-19$838,079$52,616$2,769iApproximate average salary by contribution assumption: employee only about $69,232 at 4% or $46,154 at 6%; with 50% employer match about $46,154 at 4% or $30,770 at 6%; with 100% employer match about $34,616 at 4% or $23,077 at 6%.
2019119$723,987$55,732$2,933iApproximate average salary by contribution assumption: employee only about $73,332 at 4% or $48,888 at 6%; with 50% employer match about $48,888 at 4% or $32,592 at 6%; with 100% employer match about $36,666 at 4% or $24,444 at 6%.
Waterford Consultants LLC 401 K Profit Sharing Plan Trust-19$723,987$55,732$2,933iApproximate average salary by contribution assumption: employee only about $73,332 at 4% or $48,888 at 6%; with 50% employer match about $48,888 at 4% or $32,592 at 6%; with 100% employer match about $36,666 at 4% or $24,444 at 6%.
2018119$554,826$58,346$3,071iApproximate average salary by contribution assumption: employee only about $76,771 at 4% or $51,181 at 6%; with 50% employer match about $51,181 at 4% or $34,120 at 6%; with 100% employer match about $38,386 at 4% or $25,590 at 6%.
Waterford Consultants LLC 401 K Profit Sharing Plan Trust-19$554,826$58,346$3,071iApproximate average salary by contribution assumption: employee only about $76,771 at 4% or $51,181 at 6%; with 50% employer match about $51,181 at 4% or $34,120 at 6%; with 100% employer match about $38,386 at 4% or $25,590 at 6%.
2017118$538,281$397,879$22,104iApproximate average salary by contribution assumption: employee only about $552,610 at 4% or $368,406 at 6%; with 50% employer match about $368,406 at 4% or $245,604 at 6%; with 100% employer match about $276,305 at 4% or $184,203 at 6%.
Waterford Consultants LLC 401 K Profit Sharing Plan Trust-18$538,281$397,879$22,104iApproximate average salary by contribution assumption: employee only about $552,610 at 4% or $368,406 at 6%; with 50% employer match about $368,406 at 4% or $245,604 at 6%; with 100% employer match about $276,305 at 4% or $184,203 at 6%.
2016119$130,712$77,270$4,067iApproximate average salary by contribution assumption: employee only about $101,671 at 4% or $67,781 at 6%; with 50% employer match about $67,781 at 4% or $45,187 at 6%; with 100% employer match about $50,836 at 4% or $33,890 at 6%.
Waterford Consultants LLC 401 K Profit Sharing Plan Trust-19$130,712$77,270$4,067iApproximate average salary by contribution assumption: employee only about $101,671 at 4% or $67,781 at 6%; with 50% employer match about $67,781 at 4% or $45,187 at 6%; with 100% employer match about $50,836 at 4% or $33,890 at 6%.
2015119$65,099$75,315$3,964iApproximate average salary by contribution assumption: employee only about $99,099 at 4% or $66,066 at 6%; with 50% employer match about $66,066 at 4% or $44,044 at 6%; with 100% employer match about $49,549 at 4% or $33,033 at 6%.
Waterford Consultants LLC 401 K Profit Sharing Plan Trust-19$65,099$75,315$3,964iApproximate average salary by contribution assumption: employee only about $99,099 at 4% or $66,066 at 6%; with 50% employer match about $66,066 at 4% or $44,044 at 6%; with 100% employer match about $49,549 at 4% or $33,033 at 6%.