Waddell Organization Inc.
Plan context: Waddell Organization Inc. Retirement Plan
EIN 93-1079596 • 5 filings • 2 plans
Current Snapshot
Latest Year
2003
2003 Participants
3
2003 Assets
$22,840
2003 Contributions
$5,245
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 |
|---|---|---|---|---|---|
| 2003 | 1 | 0 | $0 | $0 | - |
| Waddell Organization Inc. Retirement Plan | - | 0 | - | - | - |
| 2002 | 1 | 0 | $22,840 | $5,245 | - |
| Waddell Organization Inc. Retirement Plan | - | 0 | $22,840 | $5,245 | - |
| 2001 | 1 | 3 | $0 | $0 | - |
| Waddell Organization Inc. Retirement Plan | - | 3 | - | - | - |
| 2000 | 1 | 2 | $39,874 | $3,655 | $1,828iApproximate average salary by contribution assumption: employee only about $45,688 at 4% or $30,458 at 6%; with 50% employer match about $30,458 at 4% or $20,306 at 6%; with 100% employer match about $22,844 at 4% or $15,229 at 6%. |
| Waddell Organization Inc. Retirement Plan | - | 2 | $39,874 | $3,655 | $1,828iApproximate average salary by contribution assumption: employee only about $45,688 at 4% or $30,458 at 6%; with 50% employer match about $30,458 at 4% or $20,306 at 6%; with 100% employer match about $22,844 at 4% or $15,229 at 6%. |
| 1999 | 1 | 2 | $42,752 | $16,208 | $8,104iApproximate average salary by contribution assumption: employee only about $202,600 at 4% or $135,067 at 6%; with 50% employer match about $135,067 at 4% or $90,044 at 6%; with 100% employer match about $101,300 at 4% or $67,533 at 6%. |
| Waddell Organization Inc. Retirement Plan | - | 2 | $42,752 | $16,208 | $8,104iApproximate average salary by contribution assumption: employee only about $202,600 at 4% or $135,067 at 6%; with 50% employer match about $135,067 at 4% or $90,044 at 6%; with 100% employer match about $101,300 at 4% or $67,533 at 6%. |