The Waterford Group
Plan context: The Waterford Group Employee Savings & Retirement Plan
EIN 77-0284167 • 5 filings • 1 plans
Current Snapshot
Latest Year
2003
2003 Participants
7
2003 Assets
$74,880
2003 Contributions
$6,649
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 |
|---|---|---|---|---|---|
| 2003 | 1 | 0 | $0 | $6,649 | - |
| The Waterford Group Employee Savings & Retirement Plan | - | 0 | - | $6,649 | - |
| 2002 | 1 | 7 | $74,880 | $19,163 | $2,738iApproximate average salary by contribution assumption: employee only about $68,439 at 4% or $45,626 at 6%; with 50% employer match about $45,626 at 4% or $30,417 at 6%; with 100% employer match about $34,220 at 4% or $22,813 at 6%. |
| The Waterford Group Employee Savings & Retirement Plan | - | 7 | $74,880 | $19,163 | $2,738iApproximate average salary by contribution assumption: employee only about $68,439 at 4% or $45,626 at 6%; with 50% employer match about $45,626 at 4% or $30,417 at 6%; with 100% employer match about $34,220 at 4% or $22,813 at 6%. |
| 2001 | 1 | 8 | $0 | $0 | - |
| The Waterford Group Employee Savings & Retirement Plan | - | 8 | - | - | - |
| 2000 | 1 | 6 | $70,592 | $35,449 | $5,908iApproximate average salary by contribution assumption: employee only about $147,704 at 4% or $98,469 at 6%; with 50% employer match about $98,469 at 4% or $65,646 at 6%; with 100% employer match about $73,852 at 4% or $49,235 at 6%. |
| The Waterford Group Employee Savings & Retirement Plan | - | 6 | $70,592 | $35,449 | $5,908iApproximate average salary by contribution assumption: employee only about $147,704 at 4% or $98,469 at 6%; with 50% employer match about $98,469 at 4% or $65,646 at 6%; with 100% employer match about $73,852 at 4% or $49,235 at 6%. |
| 1999 | 1 | 8 | $39,424 | $33,827 | $4,228iApproximate average salary by contribution assumption: employee only about $105,709 at 4% or $70,473 at 6%; with 50% employer match about $70,473 at 4% or $46,982 at 6%; with 100% employer match about $52,855 at 4% or $35,236 at 6%. |
| The Waterford Group Employee Savings & Retirement Plan | - | 8 | $39,424 | $33,827 | $4,228iApproximate average salary by contribution assumption: employee only about $105,709 at 4% or $70,473 at 6%; with 50% employer match about $70,473 at 4% or $46,982 at 6%; with 100% employer match about $52,855 at 4% or $35,236 at 6%. |