Civic Intelligence

Waterhead Investment Group Inc.

Plan context: Waterhead Investment Group Inc. 401K Profit Sharing Plan

EIN 81-2811197 • 9 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$271,599

2024 Contributions

$73,101

Historical Graphs

Total Assets Over Time

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

$404,451$202,226$0201620202024YearValue
$271,599Latest year 2024

Participants Over Time

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

110201620202024YearValue
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$271,599$0-
Waterhead Investment Group Inc. 401K Profit Sharing Plan-1$271,599--
202311$271,436$0-
Waterhead Investment Group Inc. 401K Profit Sharing Plan-1$271,436--
202211$271,392$0-
Waterhead Investment Group Inc. 401K Profit Sharing Plan-1$271,392--
202111$271,382$0-
Waterhead Investment Group Inc. 401K Profit Sharing Plan-1$271,382--
202011$172,445$0-
Waterhead Investment Group Inc. 401K Profit Sharing Plan-1$172,445--
201911$250,355$73,101$73,101iApproximate average salary by contribution assumption: employee only about $1,827,525 at 4% or $1,218,350 at 6%; with 50% employer match about $1,218,350 at 4% or $812,233 at 6%; with 100% employer match about $913,763 at 4% or $609,175 at 6%.
Waterhead Investment Group Inc. 401K Profit Sharing Plan-1$250,355$73,101$73,101iApproximate average salary by contribution assumption: employee only about $1,827,525 at 4% or $1,218,350 at 6%; with 50% employer match about $1,218,350 at 4% or $812,233 at 6%; with 100% employer match about $913,763 at 4% or $609,175 at 6%.
201811$227,524$1,250$1,250iApproximate average salary by contribution assumption: employee only about $31,250 at 4% or $20,833 at 6%; with 50% employer match about $20,833 at 4% or $13,889 at 6%; with 100% employer match about $15,625 at 4% or $10,417 at 6%.
Waterhead Investment Group Inc. 401K Profit Sharing Plan-1$227,524$1,250$1,250iApproximate average salary by contribution assumption: employee only about $31,250 at 4% or $20,833 at 6%; with 50% employer match about $20,833 at 4% or $13,889 at 6%; with 100% employer match about $15,625 at 4% or $10,417 at 6%.
201711$253,789$1,800$1,800iApproximate average salary by contribution assumption: employee only about $45,000 at 4% or $30,000 at 6%; with 50% employer match about $30,000 at 4% or $20,000 at 6%; with 100% employer match about $22,500 at 4% or $15,000 at 6%.
Waterhead Investment Group Inc. 401K Profit Sharing Plan-1$253,789$1,800$1,800iApproximate average salary by contribution assumption: employee only about $45,000 at 4% or $30,000 at 6%; with 50% employer match about $30,000 at 4% or $20,000 at 6%; with 100% employer match about $22,500 at 4% or $15,000 at 6%.
201611$404,451$750,000$750,000iApproximate average salary by contribution assumption: employee only about $18,750,000 at 4% or $12,500,000 at 6%; with 50% employer match about $12,500,000 at 4% or $8,333,333 at 6%; with 100% employer match about $9,375,000 at 4% or $6,250,000 at 6%.
Waterhead Investment Group Inc. 401K Profit Sharing Plan-1$404,451$750,000$750,000iApproximate average salary by contribution assumption: employee only about $18,750,000 at 4% or $12,500,000 at 6%; with 50% employer match about $12,500,000 at 4% or $8,333,333 at 6%; with 100% employer match about $9,375,000 at 4% or $6,250,000 at 6%.