Waterview Wealth Management LLC
Plan context: Waterview Wealth Management LLC 401(K) Profit Sharing Plan
EIN 82-3376970 • Timonium, MD • 6 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$682,450
2025 Contributions
$83,086
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 3 | $682,450 | $83,086 | $27,695iApproximate average salary by contribution assumption: employee only about $692,383 at 4% or $461,589 at 6%; with 50% employer match about $461,589 at 4% or $307,726 at 6%; with 100% employer match about $346,192 at 4% or $230,794 at 6%. |
| Waterview Wealth Management LLC 401(K) Profit Sharing Plan | - | 3 | $682,450 | $83,086 | $27,695iApproximate average salary by contribution assumption: employee only about $692,383 at 4% or $461,589 at 6%; with 50% employer match about $461,589 at 4% or $307,726 at 6%; with 100% employer match about $346,192 at 4% or $230,794 at 6%. |
| 2024 | 1 | 3 | $498,754 | $81,496 | $27,165iApproximate average salary by contribution assumption: employee only about $679,133 at 4% or $452,756 at 6%; with 50% employer match about $452,756 at 4% or $301,837 at 6%; with 100% employer match about $339,567 at 4% or $226,378 at 6%. |
| Waterview Wealth Management LLC 401(K) Profit Sharing Plan | - | 3 | $498,754 | $81,496 | $27,165iApproximate average salary by contribution assumption: employee only about $679,133 at 4% or $452,756 at 6%; with 50% employer match about $452,756 at 4% or $301,837 at 6%; with 100% employer match about $339,567 at 4% or $226,378 at 6%. |
| 2023 | 1 | 3 | $338,959 | $74,497 | $24,832iApproximate average salary by contribution assumption: employee only about $620,808 at 4% or $413,872 at 6%; with 50% employer match about $413,872 at 4% or $275,915 at 6%; with 100% employer match about $310,404 at 4% or $206,936 at 6%. |
| Waterview Wealth Management LLC 401(K) Profit Sharing Plan | - | 3 | $338,959 | $74,497 | $24,832iApproximate average salary by contribution assumption: employee only about $620,808 at 4% or $413,872 at 6%; with 50% employer match about $413,872 at 4% or $275,915 at 6%; with 100% employer match about $310,404 at 4% or $206,936 at 6%. |
| 2022 | 1 | 3 | $207,043 | $69,196 | $23,065iApproximate average salary by contribution assumption: employee only about $576,633 at 4% or $384,422 at 6%; with 50% employer match about $384,422 at 4% or $256,281 at 6%; with 100% employer match about $288,317 at 4% or $192,211 at 6%. |
| Waterview Wealth Management LLC 401(K) Profit Sharing Plan | - | 3 | $207,043 | $69,196 | $23,065iApproximate average salary by contribution assumption: employee only about $576,633 at 4% or $384,422 at 6%; with 50% employer match about $384,422 at 4% or $256,281 at 6%; with 100% employer match about $288,317 at 4% or $192,211 at 6%. |
| 2021 | 1 | 3 | $169,875 | $64,431 | $21,477iApproximate average salary by contribution assumption: employee only about $536,925 at 4% or $357,950 at 6%; with 50% employer match about $357,950 at 4% or $238,633 at 6%; with 100% employer match about $268,463 at 4% or $178,975 at 6%. |
| Waterview Wealth Management LLC 401(K) Profit Sharing Plan | - | 3 | $169,875 | $64,431 | $21,477iApproximate average salary by contribution assumption: employee only about $536,925 at 4% or $357,950 at 6%; with 50% employer match about $357,950 at 4% or $238,633 at 6%; with 100% employer match about $268,463 at 4% or $178,975 at 6%. |
| 2020 | 1 | 3 | $88,468 | $70,960 | $23,653iApproximate average salary by contribution assumption: employee only about $591,333 at 4% or $394,222 at 6%; with 50% employer match about $394,222 at 4% or $262,815 at 6%; with 100% employer match about $295,667 at 4% or $197,111 at 6%. |
| Waterview Wealth Management LLC 401(K) Profit Sharing Plan | - | 3 | $88,468 | $70,960 | $23,653iApproximate average salary by contribution assumption: employee only about $591,333 at 4% or $394,222 at 6%; with 50% employer match about $394,222 at 4% or $262,815 at 6%; with 100% employer match about $295,667 at 4% or $197,111 at 6%. |