WATERFALL CAPITAL INVESTMENTS
Plan context: WATERFALL CAPITAL INVESTMENTS 401(K) PROFIT SHARING PLAN & TRUST
EIN 83-4572057 • Boulder, CO • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$93,533
2025 Contributions
$11,604
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 | $93,533 | $11,604 | $3,868iApproximate average salary by contribution assumption: employee only about $96,700 at 4% or $64,467 at 6%; with 50% employer match about $64,467 at 4% or $42,978 at 6%; with 100% employer match about $48,350 at 4% or $32,233 at 6%. |
| WATERFALL CAPITAL INVESTMENTS 401(K) PROFIT SHARING PLAN & TRUST | - | 3 | $93,533 | $11,604 | $3,868iApproximate average salary by contribution assumption: employee only about $96,700 at 4% or $64,467 at 6%; with 50% employer match about $64,467 at 4% or $42,978 at 6%; with 100% employer match about $48,350 at 4% or $32,233 at 6%. |
| 2024 | 1 | 5 | $156,655 | $28,542 | $5,708iApproximate average salary by contribution assumption: employee only about $142,710 at 4% or $95,140 at 6%; with 50% employer match about $95,140 at 4% or $63,427 at 6%; with 100% employer match about $71,355 at 4% or $47,570 at 6%. |
| WATERFALL CAPITAL INVESTMENTS 401(K) PROFIT SHARING PLAN & TRUST | - | 5 | $156,655 | $28,542 | $5,708iApproximate average salary by contribution assumption: employee only about $142,710 at 4% or $95,140 at 6%; with 50% employer match about $95,140 at 4% or $63,427 at 6%; with 100% employer match about $71,355 at 4% or $47,570 at 6%. |
| 2023 | 1 | 6 | $131,259 | $50,719 | $8,453iApproximate average salary by contribution assumption: employee only about $211,329 at 4% or $140,886 at 6%; with 50% employer match about $140,886 at 4% or $93,924 at 6%; with 100% employer match about $105,665 at 4% or $70,443 at 6%. |
| WATERFALL CAPITAL INVESTMENTS 401(K) PROFIT SHARING PLAN & TRUST | - | 6 | $131,259 | $50,719 | $8,453iApproximate average salary by contribution assumption: employee only about $211,329 at 4% or $140,886 at 6%; with 50% employer match about $140,886 at 4% or $93,924 at 6%; with 100% employer match about $105,665 at 4% or $70,443 at 6%. |
| 2022 | 1 | 7 | $62,551 | $51,194 | $7,313iApproximate average salary by contribution assumption: employee only about $182,836 at 4% or $121,890 at 6%; with 50% employer match about $121,890 at 4% or $81,260 at 6%; with 100% employer match about $91,418 at 4% or $60,945 at 6%. |
| WATERFALL CAPITAL INVESTMENTS 401(K) PROFIT SHARING PLAN & TRUST | - | 7 | $62,551 | $51,194 | $7,313iApproximate average salary by contribution assumption: employee only about $182,836 at 4% or $121,890 at 6%; with 50% employer match about $121,890 at 4% or $81,260 at 6%; with 100% employer match about $91,418 at 4% or $60,945 at 6%. |
| 2021 | 1 | 9 | $40,542 | $39,500 | $4,389iApproximate average salary by contribution assumption: employee only about $109,722 at 4% or $73,148 at 6%; with 50% employer match about $73,148 at 4% or $48,765 at 6%; with 100% employer match about $54,861 at 4% or $36,574 at 6%. |
| WATERFALL CAPITAL INVESTMENTS 401(K) PROFIT SHARING PLAN & TRUST | - | 9 | $40,542 | $39,500 | $4,389iApproximate average salary by contribution assumption: employee only about $109,722 at 4% or $73,148 at 6%; with 50% employer match about $73,148 at 4% or $48,765 at 6%; with 100% employer match about $54,861 at 4% or $36,574 at 6%. |