Waverly Senior Services
Plan context: 401(K) Profit-Sharing Plan for Employees of Waverly Senior Services
EIN 92-2896025 • 4 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
511
2024 Assets
$24,304,298
2024 Contributions
$2,588,044
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 | 2 | 511 | $24,304,298 | $2,588,044 | $5,065iApproximate average salary by contribution assumption: employee only about $126,617 at 4% or $84,411 at 6%; with 50% employer match about $84,411 at 4% or $56,274 at 6%; with 100% employer match about $63,308 at 4% or $42,206 at 6%. |
| 401(K) Profit-Sharing Plan for Employees of Waverly Senior Services | - | 511 | $15,337,494 | $1,176,227 | $2,302iApproximate average salary by contribution assumption: employee only about $57,545 at 4% or $38,364 at 6%; with 50% employer match about $38,364 at 4% or $25,576 at 6%; with 100% employer match about $28,773 at 4% or $19,182 at 6%. |
| Tax Deferred Annuity Plan of Waverly Senior Services | - | 357 | $8,966,804 | $1,411,817 | $3,955iApproximate average salary by contribution assumption: employee only about $98,867 at 4% or $65,911 at 6%; with 50% employer match about $65,911 at 4% or $43,941 at 6%; with 100% employer match about $49,433 at 4% or $32,956 at 6%. |
| 2023 | 2 | 411 | $22,032,558 | $1,906,915 | $4,640iApproximate average salary by contribution assumption: employee only about $115,992 at 4% or $77,328 at 6%; with 50% employer match about $77,328 at 4% or $51,552 at 6%; with 100% employer match about $57,996 at 4% or $38,664 at 6%. |
| 401(K) Profit-Sharing Plan for Employees of Waverly Senior Services | - | 411 | $13,927,677 | $1,213,949 | $2,954iApproximate average salary by contribution assumption: employee only about $73,841 at 4% or $49,227 at 6%; with 50% employer match about $49,227 at 4% or $32,818 at 6%; with 100% employer match about $36,921 at 4% or $24,614 at 6%. |
| Tax Deferred Annuity Plan of Waverly Senior Services | - | 328 | $8,104,881 | $692,966 | $2,113iApproximate average salary by contribution assumption: employee only about $52,818 at 4% or $35,212 at 6%; with 50% employer match about $35,212 at 4% or $23,474 at 6%; with 100% employer match about $26,409 at 4% or $17,606 at 6%. |