Civic Intelligence

Waldron & Company

Plan context: Waldron 401(K) Plan

EIN 91-1389471 • Seattle, WA • 25 filings • 4 plans

801 2nd AveSuite 100Seattle, WA 98104
Current Snapshot

Latest Year

2024

2024 Participants

32

2024 Assets

$3,714,085

2024 Contributions

$326,657

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$3,714,085$1,857,043$0200220142024YearValue
$3,714,085Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

42210200020122024YearValue
32Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024132$3,714,085$326,657$10,208iApproximate average salary by contribution assumption: employee only about $255,201 at 4% or $170,134 at 6%; with 50% employer match about $170,134 at 4% or $113,423 at 6%; with 100% employer match about $127,600 at 4% or $85,067 at 6%.
Waldron 401(K) Plan-32$3,714,085$326,657$10,208iApproximate average salary by contribution assumption: employee only about $255,201 at 4% or $170,134 at 6%; with 50% employer match about $170,134 at 4% or $113,423 at 6%; with 100% employer match about $127,600 at 4% or $85,067 at 6%.
2023137$3,320,111$405,834$10,968iApproximate average salary by contribution assumption: employee only about $274,212 at 4% or $182,808 at 6%; with 50% employer match about $182,808 at 4% or $121,872 at 6%; with 100% employer match about $137,106 at 4% or $91,404 at 6%.
Waldron 401(K) Plan-37$3,320,111$405,834$10,968iApproximate average salary by contribution assumption: employee only about $274,212 at 4% or $182,808 at 6%; with 50% employer match about $182,808 at 4% or $121,872 at 6%; with 100% employer match about $137,106 at 4% or $91,404 at 6%.
2022130$2,394,296$165,708$5,524iApproximate average salary by contribution assumption: employee only about $138,090 at 4% or $92,060 at 6%; with 50% employer match about $92,060 at 4% or $61,373 at 6%; with 100% employer match about $69,045 at 4% or $46,030 at 6%.
Waldron 401(K) Plan-30$2,394,296$165,708$5,524iApproximate average salary by contribution assumption: employee only about $138,090 at 4% or $92,060 at 6%; with 50% employer match about $92,060 at 4% or $61,373 at 6%; with 100% employer match about $69,045 at 4% or $46,030 at 6%.
2021135$3,381,893$186,475$5,328iApproximate average salary by contribution assumption: employee only about $133,196 at 4% or $88,798 at 6%; with 50% employer match about $88,798 at 4% or $59,198 at 6%; with 100% employer match about $66,598 at 4% or $44,399 at 6%.
Waldron 401(K) Plan-35$3,381,893$186,475$5,328iApproximate average salary by contribution assumption: employee only about $133,196 at 4% or $88,798 at 6%; with 50% employer match about $88,798 at 4% or $59,198 at 6%; with 100% employer match about $66,598 at 4% or $44,399 at 6%.
2020136$2,724,193$139,227$3,867iApproximate average salary by contribution assumption: employee only about $96,685 at 4% or $64,457 at 6%; with 50% employer match about $64,457 at 4% or $42,971 at 6%; with 100% employer match about $48,343 at 4% or $32,228 at 6%.
Waldron 401(K) Plan-36$2,724,193$139,227$3,867iApproximate average salary by contribution assumption: employee only about $96,685 at 4% or $64,457 at 6%; with 50% employer match about $64,457 at 4% or $42,971 at 6%; with 100% employer match about $48,343 at 4% or $32,228 at 6%.
2019142$2,804,802$294,287$7,007iApproximate average salary by contribution assumption: employee only about $175,171 at 4% or $116,781 at 6%; with 50% employer match about $116,781 at 4% or $77,854 at 6%; with 100% employer match about $87,585 at 4% or $58,390 at 6%.
Waldron 401(K) Plan-42$2,804,802$294,287$7,007iApproximate average salary by contribution assumption: employee only about $175,171 at 4% or $116,781 at 6%; with 50% employer match about $116,781 at 4% or $77,854 at 6%; with 100% employer match about $87,585 at 4% or $58,390 at 6%.
2018142$1,999,468$270,115$6,431iApproximate average salary by contribution assumption: employee only about $160,783 at 4% or $107,188 at 6%; with 50% employer match about $107,188 at 4% or $71,459 at 6%; with 100% employer match about $80,391 at 4% or $53,594 at 6%.
Waldron 401(K) Plan-42$1,999,468$270,115$6,431iApproximate average salary by contribution assumption: employee only about $160,783 at 4% or $107,188 at 6%; with 50% employer match about $107,188 at 4% or $71,459 at 6%; with 100% employer match about $80,391 at 4% or $53,594 at 6%.
2017139$2,225,202$266,571$6,835iApproximate average salary by contribution assumption: employee only about $170,879 at 4% or $113,919 at 6%; with 50% employer match about $113,919 at 4% or $75,946 at 6%; with 100% employer match about $85,439 at 4% or $56,960 at 6%.
Waldron 401(K) Plan-39$2,225,202$266,571$6,835iApproximate average salary by contribution assumption: employee only about $170,879 at 4% or $113,919 at 6%; with 50% employer match about $113,919 at 4% or $75,946 at 6%; with 100% employer match about $85,439 at 4% or $56,960 at 6%.
2016135$2,175,147$231,176$6,605iApproximate average salary by contribution assumption: employee only about $165,126 at 4% or $110,084 at 6%; with 50% employer match about $110,084 at 4% or $73,389 at 6%; with 100% employer match about $82,563 at 4% or $55,042 at 6%.
Waldron 401(K) Plan-35$2,175,147$231,176$6,605iApproximate average salary by contribution assumption: employee only about $165,126 at 4% or $110,084 at 6%; with 50% employer match about $110,084 at 4% or $73,389 at 6%; with 100% employer match about $82,563 at 4% or $55,042 at 6%.
2015132$2,061,486$286,060$8,939iApproximate average salary by contribution assumption: employee only about $223,484 at 4% or $148,990 at 6%; with 50% employer match about $148,990 at 4% or $99,326 at 6%; with 100% employer match about $111,742 at 4% or $74,495 at 6%.
Waldron 401(K) Plan-32$2,061,486$286,060$8,939iApproximate average salary by contribution assumption: employee only about $223,484 at 4% or $148,990 at 6%; with 50% employer match about $148,990 at 4% or $99,326 at 6%; with 100% employer match about $111,742 at 4% or $74,495 at 6%.
2014128$1,845,432$167,511$5,983iApproximate average salary by contribution assumption: employee only about $149,563 at 4% or $99,709 at 6%; with 50% employer match about $99,709 at 4% or $66,473 at 6%; with 100% employer match about $74,782 at 4% or $49,854 at 6%.
Waldron 401(K) Plan-28$1,845,432$167,511$5,983iApproximate average salary by contribution assumption: employee only about $149,563 at 4% or $99,709 at 6%; with 50% employer match about $99,709 at 4% or $66,473 at 6%; with 100% employer match about $74,782 at 4% or $49,854 at 6%.
2013121$1,781,515$185,603$8,838iApproximate average salary by contribution assumption: employee only about $220,956 at 4% or $147,304 at 6%; with 50% employer match about $147,304 at 4% or $98,203 at 6%; with 100% employer match about $110,478 at 4% or $73,652 at 6%.
Waldron 401(K) Plan-21$1,781,515$185,603$8,838iApproximate average salary by contribution assumption: employee only about $220,956 at 4% or $147,304 at 6%; with 50% employer match about $147,304 at 4% or $98,203 at 6%; with 100% employer match about $110,478 at 4% or $73,652 at 6%.
2012119$1,618,765$138,410$7,285iApproximate average salary by contribution assumption: employee only about $182,118 at 4% or $121,412 at 6%; with 50% employer match about $121,412 at 4% or $80,942 at 6%; with 100% employer match about $91,059 at 4% or $60,706 at 6%.
Waldron 401(K) Plan-19$1,618,765$138,410$7,285iApproximate average salary by contribution assumption: employee only about $182,118 at 4% or $121,412 at 6%; with 50% employer match about $121,412 at 4% or $80,942 at 6%; with 100% employer match about $91,059 at 4% or $60,706 at 6%.
2011120$1,351,115$207,880$10,394iApproximate average salary by contribution assumption: employee only about $259,850 at 4% or $173,233 at 6%; with 50% employer match about $173,233 at 4% or $115,489 at 6%; with 100% employer match about $129,925 at 4% or $86,617 at 6%.
Waldron 401(K) Plan-20$1,351,115$207,880$10,394iApproximate average salary by contribution assumption: employee only about $259,850 at 4% or $173,233 at 6%; with 50% employer match about $173,233 at 4% or $115,489 at 6%; with 100% employer match about $129,925 at 4% or $86,617 at 6%.
2010118$1,195,403$134,281$7,460iApproximate average salary by contribution assumption: employee only about $186,501 at 4% or $124,334 at 6%; with 50% employer match about $124,334 at 4% or $82,890 at 6%; with 100% employer match about $93,251 at 4% or $62,167 at 6%.
Waldron 401(K) Plan-18$1,195,403$134,281$7,460iApproximate average salary by contribution assumption: employee only about $186,501 at 4% or $124,334 at 6%; with 50% employer match about $124,334 at 4% or $82,890 at 6%; with 100% employer match about $93,251 at 4% or $62,167 at 6%.
2009120$1,042,988$136,258$6,813iApproximate average salary by contribution assumption: employee only about $170,323 at 4% or $113,548 at 6%; with 50% employer match about $113,548 at 4% or $75,699 at 6%; with 100% employer match about $85,161 at 4% or $56,774 at 6%.
Waldron 401(K) Plan-20$1,042,988$136,258$6,813iApproximate average salary by contribution assumption: employee only about $170,323 at 4% or $113,548 at 6%; with 50% employer match about $113,548 at 4% or $75,699 at 6%; with 100% employer match about $85,161 at 4% or $56,774 at 6%.
2008120$0$0-
Waldron 401(K) Plan-20---
2007118$0$0-
Waldron 401(K) Plan-18---
2006116$995,336$213,623$13,351iApproximate average salary by contribution assumption: employee only about $333,786 at 4% or $222,524 at 6%; with 50% employer match about $222,524 at 4% or $148,349 at 6%; with 100% employer match about $166,893 at 4% or $111,262 at 6%.
Waldron 401(K) Plan-16$995,336$213,623$13,351iApproximate average salary by contribution assumption: employee only about $333,786 at 4% or $222,524 at 6%; with 50% employer match about $222,524 at 4% or $148,349 at 6%; with 100% employer match about $166,893 at 4% or $111,262 at 6%.
2005118$812,623$213,450$11,858iApproximate average salary by contribution assumption: employee only about $296,458 at 4% or $197,639 at 6%; with 50% employer match about $197,639 at 4% or $131,759 at 6%; with 100% employer match about $148,229 at 4% or $98,819 at 6%.
Waldron 401(K) Plan-18$812,623$213,450$11,858iApproximate average salary by contribution assumption: employee only about $296,458 at 4% or $197,639 at 6%; with 50% employer match about $197,639 at 4% or $131,759 at 6%; with 100% employer match about $148,229 at 4% or $98,819 at 6%.
2004119$664,318$179,505$9,448iApproximate average salary by contribution assumption: employee only about $236,191 at 4% or $157,461 at 6%; with 50% employer match about $157,461 at 4% or $104,974 at 6%; with 100% employer match about $118,095 at 4% or $78,730 at 6%.
Waldron 401(K) Plan-19$664,318$179,505$9,448iApproximate average salary by contribution assumption: employee only about $236,191 at 4% or $157,461 at 6%; with 50% employer match about $157,461 at 4% or $104,974 at 6%; with 100% employer match about $118,095 at 4% or $78,730 at 6%.
2003117$432,348$149,946$8,820iApproximate average salary by contribution assumption: employee only about $220,509 at 4% or $147,006 at 6%; with 50% employer match about $147,006 at 4% or $98,004 at 6%; with 100% employer match about $110,254 at 4% or $73,503 at 6%.
Waldron 401(K) Plan-17$432,348$149,946$8,820iApproximate average salary by contribution assumption: employee only about $220,509 at 4% or $147,006 at 6%; with 50% employer match about $147,006 at 4% or $98,004 at 6%; with 100% employer match about $110,254 at 4% or $73,503 at 6%.
2002117$230,730$138,086$8,123iApproximate average salary by contribution assumption: employee only about $203,068 at 4% or $135,378 at 6%; with 50% employer match about $135,378 at 4% or $90,252 at 6%; with 100% employer match about $101,534 at 4% or $67,689 at 6%.
Waldron 401(K) Plan-17$230,730$138,086$8,123iApproximate average salary by contribution assumption: employee only about $203,068 at 4% or $135,378 at 6%; with 50% employer match about $135,378 at 4% or $90,252 at 6%; with 100% employer match about $101,534 at 4% or $67,689 at 6%.
2001114$0$0-
Waldron 401(K) Plan-14---
200019$0$0-
Waldron 401(K) Plan-9---