Current Snapshot
Latest Year
2023
2023 Participants
1
2023 Assets
$9,775
2023 Contributions
$144,257
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 1 | $9,775 | $0 | - |
| Waite Agency Retirement Plan | - | 1 | $9,775 | - | - |
| 2022 | 1 | 1 | $14,594 | $0 | - |
| Waite Agency Retirement Plan | - | 1 | $14,594 | - | - |
| 2021 | 1 | 1 | $50,850 | $0 | - |
| Waite Agency Retirement Plan | - | 1 | $50,850 | - | - |
| 2020 | 1 | 1 | $34,593 | $0 | - |
| Waite Agency Retirement Plan | - | 1 | $34,593 | - | - |
| 2019 | 1 | 1 | $39,760 | $144,257 | $144,257iApproximate average salary by contribution assumption: employee only about $3,606,425 at 4% or $2,404,283 at 6%; with 50% employer match about $2,404,283 at 4% or $1,602,856 at 6%; with 100% employer match about $1,803,213 at 4% or $1,202,142 at 6%. |
| Waite Agency Retirement Plan | - | 1 | $39,760 | $144,257 | $144,257iApproximate average salary by contribution assumption: employee only about $3,606,425 at 4% or $2,404,283 at 6%; with 50% employer match about $2,404,283 at 4% or $1,602,856 at 6%; with 100% employer match about $1,803,213 at 4% or $1,202,142 at 6%. |