H Waddell Group Inc.
Plan context: H Waddell Group Inc. Retirement Plan
EIN 82-4181544 • 7 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$285,990
2024 Contributions
$1,000
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 4 | $285,990 | $0 | - |
| H Waddell Group Inc. Retirement Plan | - | 4 | $285,990 | - | - |
| 2023 | 1 | 4 | $491,966 | $1,000 | $250iApproximate average salary by contribution assumption: employee only about $6,250 at 4% or $4,167 at 6%; with 50% employer match about $4,167 at 4% or $2,778 at 6%; with 100% employer match about $3,125 at 4% or $2,083 at 6%. |
| H Waddell Group Inc. Retirement Plan | - | 4 | $491,966 | $1,000 | $250iApproximate average salary by contribution assumption: employee only about $6,250 at 4% or $4,167 at 6%; with 50% employer match about $4,167 at 4% or $2,778 at 6%; with 100% employer match about $3,125 at 4% or $2,083 at 6%. |
| 2022 | 1 | 4 | $407,942 | $1,000 | $250iApproximate average salary by contribution assumption: employee only about $6,250 at 4% or $4,167 at 6%; with 50% employer match about $4,167 at 4% or $2,778 at 6%; with 100% employer match about $3,125 at 4% or $2,083 at 6%. |
| H Waddell Group Inc. Retirement Plan | - | 4 | $407,942 | $1,000 | $250iApproximate average salary by contribution assumption: employee only about $6,250 at 4% or $4,167 at 6%; with 50% employer match about $4,167 at 4% or $2,778 at 6%; with 100% employer match about $3,125 at 4% or $2,083 at 6%. |
| 2021 | 1 | 3 | $469,324 | $8,000 | $2,667iApproximate average salary by contribution assumption: employee only about $66,667 at 4% or $44,444 at 6%; with 50% employer match about $44,444 at 4% or $29,630 at 6%; with 100% employer match about $33,333 at 4% or $22,222 at 6%. |
| H Waddell Group Inc. Retirement Plan | - | 3 | $469,324 | $8,000 | $2,667iApproximate average salary by contribution assumption: employee only about $66,667 at 4% or $44,444 at 6%; with 50% employer match about $44,444 at 4% or $29,630 at 6%; with 100% employer match about $33,333 at 4% or $22,222 at 6%. |
| 2020 | 1 | 3 | $207,228 | $0 | - |
| H Waddell Group Inc. Retirement Plan | - | 3 | $207,228 | - | - |
| 2019 | 1 | 2 | $57,782 | $0 | - |
| H Waddell Group Inc. Retirement Plan | - | 2 | $57,782 | - | - |
| 2018 | 1 | 2 | $174,374 | $259,718 | $129,859iApproximate average salary by contribution assumption: employee only about $3,246,475 at 4% or $2,164,317 at 6%; with 50% employer match about $2,164,317 at 4% or $1,442,878 at 6%; with 100% employer match about $1,623,238 at 4% or $1,082,158 at 6%. |
| H Waddell Group Inc. Retirement Plan | - | 2 | $174,374 | $259,718 | $129,859iApproximate average salary by contribution assumption: employee only about $3,246,475 at 4% or $2,164,317 at 6%; with 50% employer match about $2,164,317 at 4% or $1,442,878 at 6%; with 100% employer match about $1,623,238 at 4% or $1,082,158 at 6%. |