Civic Intelligence

Christian Community Foundation

Plan context: Waterstone 403(B) Retirement Plan

EIN 75-1750059 • Colorado Springs, CO • 24 filings • 8 plans

10807 New Allegiance DriveSte 240Colorado Springs, CO 80921
Current Snapshot

Latest Year

2024

2024 Participants

19

2024 Assets

$3,698,286

2024 Contributions

$344,505

Historical Graphs

Total Assets Over Time

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

$3,698,286$1,849,143$0200120152024YearValue
$3,698,286Latest year 2024

Participants Over Time

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

19100200120152024YearValue
19Latest 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
2024119$3,698,286$344,505$18,132iApproximate average salary by contribution assumption: employee only about $453,296 at 4% or $302,197 at 6%; with 50% employer match about $302,197 at 4% or $201,465 at 6%; with 100% employer match about $226,648 at 4% or $151,099 at 6%.
Waterstone 403(B) Retirement Plan-19$3,698,286$344,505$18,132iApproximate average salary by contribution assumption: employee only about $453,296 at 4% or $302,197 at 6%; with 50% employer match about $302,197 at 4% or $201,465 at 6%; with 100% employer match about $226,648 at 4% or $151,099 at 6%.
2023117$2,818,596$313,277$18,428iApproximate average salary by contribution assumption: employee only about $460,701 at 4% or $307,134 at 6%; with 50% employer match about $307,134 at 4% or $204,756 at 6%; with 100% employer match about $230,351 at 4% or $153,567 at 6%.
Waterstone 403(B) Retirement Plan-17$2,818,596$313,277$18,428iApproximate average salary by contribution assumption: employee only about $460,701 at 4% or $307,134 at 6%; with 50% employer match about $307,134 at 4% or $204,756 at 6%; with 100% employer match about $230,351 at 4% or $153,567 at 6%.
2022117$2,359,264$267,301$15,724iApproximate average salary by contribution assumption: employee only about $393,090 at 4% or $262,060 at 6%; with 50% employer match about $262,060 at 4% or $174,707 at 6%; with 100% employer match about $196,545 at 4% or $131,030 at 6%.
Waterstone 403(B) Retirement Plan-17$2,359,264$267,301$15,724iApproximate average salary by contribution assumption: employee only about $393,090 at 4% or $262,060 at 6%; with 50% employer match about $262,060 at 4% or $174,707 at 6%; with 100% employer match about $196,545 at 4% or $131,030 at 6%.
2021116$2,415,840$249,538$15,596iApproximate average salary by contribution assumption: employee only about $389,903 at 4% or $259,935 at 6%; with 50% employer match about $259,935 at 4% or $173,290 at 6%; with 100% employer match about $194,952 at 4% or $129,968 at 6%.
Waterstone 403(B) Retirement Plan-16$2,415,840$249,538$15,596iApproximate average salary by contribution assumption: employee only about $389,903 at 4% or $259,935 at 6%; with 50% employer match about $259,935 at 4% or $173,290 at 6%; with 100% employer match about $194,952 at 4% or $129,968 at 6%.
2020114$1,833,415$184,602$13,186iApproximate average salary by contribution assumption: employee only about $329,646 at 4% or $219,764 at 6%; with 50% employer match about $219,764 at 4% or $146,510 at 6%; with 100% employer match about $164,823 at 4% or $109,882 at 6%.
Waterstone 403(B) Retirement Plan-14$1,833,415$184,602$13,186iApproximate average salary by contribution assumption: employee only about $329,646 at 4% or $219,764 at 6%; with 50% employer match about $219,764 at 4% or $146,510 at 6%; with 100% employer match about $164,823 at 4% or $109,882 at 6%.
2019115$1,518,389$180,290$12,019iApproximate average salary by contribution assumption: employee only about $300,483 at 4% or $200,322 at 6%; with 50% employer match about $200,322 at 4% or $133,548 at 6%; with 100% employer match about $150,242 at 4% or $100,161 at 6%.
Waterstone 403(B) Retirement Plan-15$1,518,389$180,290$12,019iApproximate average salary by contribution assumption: employee only about $300,483 at 4% or $200,322 at 6%; with 50% employer match about $200,322 at 4% or $133,548 at 6%; with 100% employer match about $150,242 at 4% or $100,161 at 6%.
2018116$1,182,979$180,343$11,271iApproximate average salary by contribution assumption: employee only about $281,786 at 4% or $187,857 at 6%; with 50% employer match about $187,857 at 4% or $125,238 at 6%; with 100% employer match about $140,893 at 4% or $93,929 at 6%.
Waterstone 403(B) Retirement Plan-16$1,182,979$180,343$11,271iApproximate average salary by contribution assumption: employee only about $281,786 at 4% or $187,857 at 6%; with 50% employer match about $187,857 at 4% or $125,238 at 6%; with 100% employer match about $140,893 at 4% or $93,929 at 6%.
2017118$1,375,265$168,254$9,347iApproximate average salary by contribution assumption: employee only about $233,686 at 4% or $155,791 at 6%; with 50% employer match about $155,791 at 4% or $103,860 at 6%; with 100% employer match about $116,843 at 4% or $77,895 at 6%.
Waterstone 403(B) Retirement Plan-18$1,375,265$168,254$9,347iApproximate average salary by contribution assumption: employee only about $233,686 at 4% or $155,791 at 6%; with 50% employer match about $155,791 at 4% or $103,860 at 6%; with 100% employer match about $116,843 at 4% or $77,895 at 6%.
2016115$1,256,799$159,569$10,638iApproximate average salary by contribution assumption: employee only about $265,948 at 4% or $177,299 at 6%; with 50% employer match about $177,299 at 4% or $118,199 at 6%; with 100% employer match about $132,974 at 4% or $88,649 at 6%.
Waterstone 403(B) Retirement Plan-15$1,256,799$159,569$10,638iApproximate average salary by contribution assumption: employee only about $265,948 at 4% or $177,299 at 6%; with 50% employer match about $177,299 at 4% or $118,199 at 6%; with 100% employer match about $132,974 at 4% or $88,649 at 6%.
2015114$1,146,101$175,878$12,563iApproximate average salary by contribution assumption: employee only about $314,068 at 4% or $209,379 at 6%; with 50% employer match about $209,379 at 4% or $139,586 at 6%; with 100% employer match about $157,034 at 4% or $104,689 at 6%.
Waterstone 403(B) Retirement Plan-14$1,146,101$175,878$12,563iApproximate average salary by contribution assumption: employee only about $314,068 at 4% or $209,379 at 6%; with 50% employer match about $209,379 at 4% or $139,586 at 6%; with 100% employer match about $157,034 at 4% or $104,689 at 6%.
2014115$1,121,159$184,175$12,278iApproximate average salary by contribution assumption: employee only about $306,958 at 4% or $204,639 at 6%; with 50% employer match about $204,639 at 4% or $136,426 at 6%; with 100% employer match about $153,479 at 4% or $102,319 at 6%.
Waterstone 403(B) Retirement Plan-15$1,121,159$184,175$12,278iApproximate average salary by contribution assumption: employee only about $306,958 at 4% or $204,639 at 6%; with 50% employer match about $204,639 at 4% or $136,426 at 6%; with 100% employer match about $153,479 at 4% or $102,319 at 6%.
2013112$904,410$241,160$20,097iApproximate average salary by contribution assumption: employee only about $502,417 at 4% or $334,944 at 6%; with 50% employer match about $334,944 at 4% or $223,296 at 6%; with 100% employer match about $251,208 at 4% or $167,472 at 6%.
Waterstone 403(B) Retirement Plan-12$904,410$241,160$20,097iApproximate average salary by contribution assumption: employee only about $502,417 at 4% or $334,944 at 6%; with 50% employer match about $334,944 at 4% or $223,296 at 6%; with 100% employer match about $251,208 at 4% or $167,472 at 6%.
201219$633,938$124,224$13,803iApproximate average salary by contribution assumption: employee only about $345,067 at 4% or $230,044 at 6%; with 50% employer match about $230,044 at 4% or $153,363 at 6%; with 100% employer match about $172,533 at 4% or $115,022 at 6%.
Waterstone 403(B) Retirement Plan-9$633,938$124,224$13,803iApproximate average salary by contribution assumption: employee only about $345,067 at 4% or $230,044 at 6%; with 50% employer match about $230,044 at 4% or $153,363 at 6%; with 100% employer match about $172,533 at 4% or $115,022 at 6%.
2011110$558,194$115,824$11,582iApproximate average salary by contribution assumption: employee only about $289,560 at 4% or $193,040 at 6%; with 50% employer match about $193,040 at 4% or $128,693 at 6%; with 100% employer match about $144,780 at 4% or $96,520 at 6%.
Waterstone 403(B) Retirement Plan-10$558,194$115,824$11,582iApproximate average salary by contribution assumption: employee only about $289,560 at 4% or $193,040 at 6%; with 50% employer match about $193,040 at 4% or $128,693 at 6%; with 100% employer match about $144,780 at 4% or $96,520 at 6%.
201019$467,221$74,962$8,329iApproximate average salary by contribution assumption: employee only about $208,228 at 4% or $138,819 at 6%; with 50% employer match about $138,819 at 4% or $92,546 at 6%; with 100% employer match about $104,114 at 4% or $69,409 at 6%.
Waterstone 403(B) Retirement Plan-9$467,221$74,962$8,329iApproximate average salary by contribution assumption: employee only about $208,228 at 4% or $138,819 at 6%; with 50% employer match about $138,819 at 4% or $92,546 at 6%; with 100% employer match about $104,114 at 4% or $69,409 at 6%.
2009110$356,399$84,733$8,473iApproximate average salary by contribution assumption: employee only about $211,832 at 4% or $141,222 at 6%; with 50% employer match about $141,222 at 4% or $94,148 at 6%; with 100% employer match about $105,916 at 4% or $70,611 at 6%.
Waterstone 403(B) Retirement Plan-10$356,399$84,733$8,473iApproximate average salary by contribution assumption: employee only about $211,832 at 4% or $141,222 at 6%; with 50% employer match about $141,222 at 4% or $94,148 at 6%; with 100% employer match about $105,916 at 4% or $70,611 at 6%.
200810$0$0-
Waterstone 403(B) Retirement Plan-0---
200710$0$0-
Waterstone 403(B) Retirement Plan-0---
200610$0$0-
Waterstone 403(B) Retirement Plan-0---
200510$0$0-
Waterstone 403(B) Retirement Plan-0---
200419$217,282$24,479$2,720iApproximate average salary by contribution assumption: employee only about $67,997 at 4% or $45,331 at 6%; with 50% employer match about $45,331 at 4% or $30,221 at 6%; with 100% employer match about $33,999 at 4% or $22,666 at 6%.
Waterstone 403(B) Retirement Plan-9$217,282$24,479$2,720iApproximate average salary by contribution assumption: employee only about $67,997 at 4% or $45,331 at 6%; with 50% employer match about $45,331 at 4% or $30,221 at 6%; with 100% employer match about $33,999 at 4% or $22,666 at 6%.
200319$180,456$24,603$2,734iApproximate average salary by contribution assumption: employee only about $68,342 at 4% or $45,561 at 6%; with 50% employer match about $45,561 at 4% or $30,374 at 6%; with 100% employer match about $34,171 at 4% or $22,781 at 6%.
Waterstone 403(B) Retirement Plan-9$180,456$24,603$2,734iApproximate average salary by contribution assumption: employee only about $68,342 at 4% or $45,561 at 6%; with 50% employer match about $45,561 at 4% or $30,374 at 6%; with 100% employer match about $34,171 at 4% or $22,781 at 6%.
2002111$122,717$35,813$3,256iApproximate average salary by contribution assumption: employee only about $81,393 at 4% or $54,262 at 6%; with 50% employer match about $54,262 at 4% or $36,175 at 6%; with 100% employer match about $40,697 at 4% or $27,131 at 6%.
Waterstone 403(B) Retirement Plan-11$122,717$35,813$3,256iApproximate average salary by contribution assumption: employee only about $81,393 at 4% or $54,262 at 6%; with 50% employer match about $54,262 at 4% or $36,175 at 6%; with 100% employer match about $40,697 at 4% or $27,131 at 6%.
2001112$112,482$27,929$2,327iApproximate average salary by contribution assumption: employee only about $58,185 at 4% or $38,790 at 6%; with 50% employer match about $38,790 at 4% or $25,860 at 6%; with 100% employer match about $29,093 at 4% or $19,395 at 6%.
Waterstone 403(B) Retirement Plan-12$112,482$27,929$2,327iApproximate average salary by contribution assumption: employee only about $58,185 at 4% or $38,790 at 6%; with 50% employer match about $38,790 at 4% or $25,860 at 6%; with 100% employer match about $29,093 at 4% or $19,395 at 6%.