WATERFALL MGMT, LLC
Plan context: WATERFALL MGMT 401(K) PLAN
EIN 87-1210406 • Hilo, HI • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
27
2025 Assets
$162,328
2025 Contributions
$29,485
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 | 27 | $162,328 | $29,485 | $1,092iApproximate average salary by contribution assumption: employee only about $27,301 at 4% or $18,201 at 6%; with 50% employer match about $18,201 at 4% or $12,134 at 6%; with 100% employer match about $13,650 at 4% or $9,100 at 6%. |
| WATERFALL MGMT 401(K) PLAN | - | 27 | $162,328 | $29,485 | $1,092iApproximate average salary by contribution assumption: employee only about $27,301 at 4% or $18,201 at 6%; with 50% employer match about $18,201 at 4% or $12,134 at 6%; with 100% employer match about $13,650 at 4% or $9,100 at 6%. |
| 2024 | 1 | 27 | $111,569 | $17,345 | $642iApproximate average salary by contribution assumption: employee only about $16,060 at 4% or $10,707 at 6%; with 50% employer match about $10,707 at 4% or $7,138 at 6%; with 100% employer match about $8,030 at 4% or $5,353 at 6%. |
| WATERFALL MGMT 401(K) PLAN | - | 27 | $111,569 | $17,345 | $642iApproximate average salary by contribution assumption: employee only about $16,060 at 4% or $10,707 at 6%; with 50% employer match about $10,707 at 4% or $7,138 at 6%; with 100% employer match about $8,030 at 4% or $5,353 at 6%. |
| 2023 | 1 | 23 | $83,262 | $18,045 | $785iApproximate average salary by contribution assumption: employee only about $19,614 at 4% or $13,076 at 6%; with 50% employer match about $13,076 at 4% or $8,717 at 6%; with 100% employer match about $9,807 at 4% or $6,538 at 6%. |
| WATERFALL MGMT 401(K) PLAN | - | 23 | $83,262 | $18,045 | $785iApproximate average salary by contribution assumption: employee only about $19,614 at 4% or $13,076 at 6%; with 50% employer match about $13,076 at 4% or $8,717 at 6%; with 100% employer match about $9,807 at 4% or $6,538 at 6%. |
| 2022 | 1 | 20 | $73,858 | $20,907 | $1,045iApproximate average salary by contribution assumption: employee only about $26,134 at 4% or $17,423 at 6%; with 50% employer match about $17,423 at 4% or $11,615 at 6%; with 100% employer match about $13,067 at 4% or $8,711 at 6%. |
| WATERFALL MGMT 401(K) PLAN | - | 20 | $73,858 | $20,907 | $1,045iApproximate average salary by contribution assumption: employee only about $26,134 at 4% or $17,423 at 6%; with 50% employer match about $17,423 at 4% or $11,615 at 6%; with 100% employer match about $13,067 at 4% or $8,711 at 6%. |
| 2021 | 1 | 22 | $81,308 | $15,728 | $715iApproximate average salary by contribution assumption: employee only about $17,873 at 4% or $11,915 at 6%; with 50% employer match about $11,915 at 4% or $7,943 at 6%; with 100% employer match about $8,936 at 4% or $5,958 at 6%. |
| WATERFALL MGMT 401(K) PLAN | - | 22 | $81,308 | $15,728 | $715iApproximate average salary by contribution assumption: employee only about $17,873 at 4% or $11,915 at 6%; with 50% employer match about $11,915 at 4% or $7,943 at 6%; with 100% employer match about $8,936 at 4% or $5,958 at 6%. |