Civic Intelligence

John Waddell & Co, Cpas

Plan context: John Waddell & Co, Cpas 401K Profit Sharing Plan

EIN 94-2329070 • 26 filings • 4 plans

Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$5,236,734

2024 Contributions

$142,296

Historical Graphs

Total Assets Over Time

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

$5,236,734$2,618,367$0200020142024YearValue
$5,236,734Latest year 2024

Participants Over Time

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

1160200020122024YearValue
4Latest 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
202414$5,236,734$142,296$35,574iApproximate average salary by contribution assumption: employee only about $889,350 at 4% or $592,900 at 6%; with 50% employer match about $592,900 at 4% or $395,267 at 6%; with 100% employer match about $444,675 at 4% or $296,450 at 6%.
John Waddell & Co, Cpas 401K Profit Sharing Plan-4$5,236,734$142,296$35,574iApproximate average salary by contribution assumption: employee only about $889,350 at 4% or $592,900 at 6%; with 50% employer match about $592,900 at 4% or $395,267 at 6%; with 100% employer match about $444,675 at 4% or $296,450 at 6%.
202314$4,411,034$150,582$37,646iApproximate average salary by contribution assumption: employee only about $941,138 at 4% or $627,425 at 6%; with 50% employer match about $627,425 at 4% or $418,283 at 6%; with 100% employer match about $470,569 at 4% or $313,713 at 6%.
John Waddell & Co, Cpas 401K Profit Sharing Plan-4$4,411,034$150,582$37,646iApproximate average salary by contribution assumption: employee only about $941,138 at 4% or $627,425 at 6%; with 50% employer match about $627,425 at 4% or $418,283 at 6%; with 100% employer match about $470,569 at 4% or $313,713 at 6%.
202215$3,708,177$186,045$37,209iApproximate average salary by contribution assumption: employee only about $930,225 at 4% or $620,150 at 6%; with 50% employer match about $620,150 at 4% or $413,433 at 6%; with 100% employer match about $465,113 at 4% or $310,075 at 6%.
John Waddell & Co, Cpas 401K Profit Sharing Plan-5$3,708,177$186,045$37,209iApproximate average salary by contribution assumption: employee only about $930,225 at 4% or $620,150 at 6%; with 50% employer match about $620,150 at 4% or $413,433 at 6%; with 100% employer match about $465,113 at 4% or $310,075 at 6%.
202115$4,003,895$94,047$18,809iApproximate average salary by contribution assumption: employee only about $470,235 at 4% or $313,490 at 6%; with 50% employer match about $313,490 at 4% or $208,993 at 6%; with 100% employer match about $235,118 at 4% or $156,745 at 6%.
John Waddell & Co, Cpas 401K Profit Sharing Plan-5$4,003,895$94,047$18,809iApproximate average salary by contribution assumption: employee only about $470,235 at 4% or $313,490 at 6%; with 50% employer match about $313,490 at 4% or $208,993 at 6%; with 100% employer match about $235,118 at 4% or $156,745 at 6%.
202015$3,529,107$227,487$45,497iApproximate average salary by contribution assumption: employee only about $1,137,435 at 4% or $758,290 at 6%; with 50% employer match about $758,290 at 4% or $505,527 at 6%; with 100% employer match about $568,718 at 4% or $379,145 at 6%.
John Waddell & Co, Cpas 401K Profit Sharing Plan-5$3,529,107$227,487$45,497iApproximate average salary by contribution assumption: employee only about $1,137,435 at 4% or $758,290 at 6%; with 50% employer match about $758,290 at 4% or $505,527 at 6%; with 100% employer match about $568,718 at 4% or $379,145 at 6%.
201915$3,782,486$127,168$25,434iApproximate average salary by contribution assumption: employee only about $635,840 at 4% or $423,893 at 6%; with 50% employer match about $423,893 at 4% or $282,596 at 6%; with 100% employer match about $317,920 at 4% or $211,947 at 6%.
John Waddell & Co, Cpas 401K Profit Sharing Plan-5$3,782,486$127,168$25,434iApproximate average salary by contribution assumption: employee only about $635,840 at 4% or $423,893 at 6%; with 50% employer match about $423,893 at 4% or $282,596 at 6%; with 100% employer match about $317,920 at 4% or $211,947 at 6%.
201815$3,116,074$227,582$45,516iApproximate average salary by contribution assumption: employee only about $1,137,910 at 4% or $758,607 at 6%; with 50% employer match about $758,607 at 4% or $505,738 at 6%; with 100% employer match about $568,955 at 4% or $379,303 at 6%.
John Waddell & Co, Cpas 401K Profit Sharing Plan-5$3,116,074$227,582$45,516iApproximate average salary by contribution assumption: employee only about $1,137,910 at 4% or $758,607 at 6%; with 50% employer match about $758,607 at 4% or $505,738 at 6%; with 100% employer match about $568,955 at 4% or $379,303 at 6%.
201717$2,981,735$190,277$27,182iApproximate average salary by contribution assumption: employee only about $679,561 at 4% or $453,040 at 6%; with 50% employer match about $453,040 at 4% or $302,027 at 6%; with 100% employer match about $339,780 at 4% or $226,520 at 6%.
John Waddell & Co, Cpas 401K Profit Sharing Plan-7$2,981,735$190,277$27,182iApproximate average salary by contribution assumption: employee only about $679,561 at 4% or $453,040 at 6%; with 50% employer match about $453,040 at 4% or $302,027 at 6%; with 100% employer match about $339,780 at 4% or $226,520 at 6%.
201618$3,316,408$231,251$28,906iApproximate average salary by contribution assumption: employee only about $722,659 at 4% or $481,773 at 6%; with 50% employer match about $481,773 at 4% or $321,182 at 6%; with 100% employer match about $361,330 at 4% or $240,886 at 6%.
John Waddell & Co, Cpas 401K Profit Sharing Plan-8$3,316,408$231,251$28,906iApproximate average salary by contribution assumption: employee only about $722,659 at 4% or $481,773 at 6%; with 50% employer match about $481,773 at 4% or $321,182 at 6%; with 100% employer match about $361,330 at 4% or $240,886 at 6%.
201517$2,935,923$191,632$27,376iApproximate average salary by contribution assumption: employee only about $684,400 at 4% or $456,267 at 6%; with 50% employer match about $456,267 at 4% or $304,178 at 6%; with 100% employer match about $342,200 at 4% or $228,133 at 6%.
John Waddell & Co, Cpas 401K Profit Sharing Plan-7$2,935,923$191,632$27,376iApproximate average salary by contribution assumption: employee only about $684,400 at 4% or $456,267 at 6%; with 50% employer match about $456,267 at 4% or $304,178 at 6%; with 100% employer match about $342,200 at 4% or $228,133 at 6%.
201410$2,886,571$247,344-
John Waddell & Co, Cpas 401K Profit Sharing Plan--$2,886,571$247,344-
201319$2,611,528$210,372$23,375iApproximate average salary by contribution assumption: employee only about $584,367 at 4% or $389,578 at 6%; with 50% employer match about $389,578 at 4% or $259,719 at 6%; with 100% employer match about $292,183 at 4% or $194,789 at 6%.
John Waddell & Co, Cpas 401K Profit Sharing Plan-9$2,611,528$210,372$23,375iApproximate average salary by contribution assumption: employee only about $584,367 at 4% or $389,578 at 6%; with 50% employer match about $389,578 at 4% or $259,719 at 6%; with 100% employer match about $292,183 at 4% or $194,789 at 6%.
2012110$2,240,757$207,957$20,796iApproximate average salary by contribution assumption: employee only about $519,893 at 4% or $346,595 at 6%; with 50% employer match about $346,595 at 4% or $231,063 at 6%; with 100% employer match about $259,946 at 4% or $173,298 at 6%.
John Waddell & Co, Cpas 401K Profit Sharing Plan-10$2,240,757$207,957$20,796iApproximate average salary by contribution assumption: employee only about $519,893 at 4% or $346,595 at 6%; with 50% employer match about $346,595 at 4% or $231,063 at 6%; with 100% employer match about $259,946 at 4% or $173,298 at 6%.
2011111$1,942,174$189,862$17,260iApproximate average salary by contribution assumption: employee only about $431,505 at 4% or $287,670 at 6%; with 50% employer match about $287,670 at 4% or $191,780 at 6%; with 100% employer match about $215,752 at 4% or $143,835 at 6%.
John Waddell & Co, Cpas 401K Profit Sharing Plan-11$1,942,174$189,862$17,260iApproximate average salary by contribution assumption: employee only about $431,505 at 4% or $287,670 at 6%; with 50% employer match about $287,670 at 4% or $191,780 at 6%; with 100% employer match about $215,752 at 4% or $143,835 at 6%.
2010110$1,786,730$191,897$19,190iApproximate average salary by contribution assumption: employee only about $479,743 at 4% or $319,828 at 6%; with 50% employer match about $319,828 at 4% or $213,219 at 6%; with 100% employer match about $239,871 at 4% or $159,914 at 6%.
John Waddell & Co, Cpas 401K Profit Sharing Plan-10$1,786,730$191,897$19,190iApproximate average salary by contribution assumption: employee only about $479,743 at 4% or $319,828 at 6%; with 50% employer match about $319,828 at 4% or $213,219 at 6%; with 100% employer match about $239,871 at 4% or $159,914 at 6%.
200919$1,520,717$206,940$22,993iApproximate average salary by contribution assumption: employee only about $574,833 at 4% or $383,222 at 6%; with 50% employer match about $383,222 at 4% or $255,481 at 6%; with 100% employer match about $287,417 at 4% or $191,611 at 6%.
John Waddell & Co, Cpas 401K Profit Sharing Plan-9$1,520,717$206,940$22,993iApproximate average salary by contribution assumption: employee only about $574,833 at 4% or $383,222 at 6%; with 50% employer match about $383,222 at 4% or $255,481 at 6%; with 100% employer match about $287,417 at 4% or $191,611 at 6%.
200819$0$0-
John Waddell & Co, Cpas 401K Profit Sharing Plan-9---
2007110$0$0-
John Waddell & Co, Cpas 401K Profit Sharing Plan-10---
200619$922,066$188,382$20,931iApproximate average salary by contribution assumption: employee only about $523,283 at 4% or $348,856 at 6%; with 50% employer match about $348,856 at 4% or $232,570 at 6%; with 100% employer match about $261,642 at 4% or $174,428 at 6%.
John Waddell & Co, Cpas 401K Profit Sharing Plan-9$922,066$188,382$20,931iApproximate average salary by contribution assumption: employee only about $523,283 at 4% or $348,856 at 6%; with 50% employer match about $348,856 at 4% or $232,570 at 6%; with 100% employer match about $261,642 at 4% or $174,428 at 6%.
200518$713,065$160,006$20,001iApproximate average salary by contribution assumption: employee only about $500,019 at 4% or $333,346 at 6%; with 50% employer match about $333,346 at 4% or $222,231 at 6%; with 100% employer match about $250,009 at 4% or $166,673 at 6%.
John Waddell & Co, Cpas 401K Profit Sharing Plan-8$713,065$160,006$20,001iApproximate average salary by contribution assumption: employee only about $500,019 at 4% or $333,346 at 6%; with 50% employer match about $333,346 at 4% or $222,231 at 6%; with 100% employer match about $250,009 at 4% or $166,673 at 6%.
200418$0$0-
John Waddell & Co, Cpas 401K Profit Sharing Plan-8---
200318$400,786$144,111$18,014iApproximate average salary by contribution assumption: employee only about $450,347 at 4% or $300,231 at 6%; with 50% employer match about $300,231 at 4% or $200,154 at 6%; with 100% employer match about $225,173 at 4% or $150,116 at 6%.
John Waddell & Co, Cpas 401K Profit Sharing Plan-8$400,786$144,111$18,014iApproximate average salary by contribution assumption: employee only about $450,347 at 4% or $300,231 at 6%; with 50% employer match about $300,231 at 4% or $200,154 at 6%; with 100% employer match about $225,173 at 4% or $150,116 at 6%.
200218$237,969$116,593$14,574iApproximate average salary by contribution assumption: employee only about $364,353 at 4% or $242,902 at 6%; with 50% employer match about $242,902 at 4% or $161,935 at 6%; with 100% employer match about $182,177 at 4% or $121,451 at 6%.
John Waddell & Co, Cpas 401K Profit Sharing Plan-8$237,969$116,593$14,574iApproximate average salary by contribution assumption: employee only about $364,353 at 4% or $242,902 at 6%; with 50% employer match about $242,902 at 4% or $161,935 at 6%; with 100% employer match about $182,177 at 4% or $121,451 at 6%.
2001110$0$0-
John Waddell & Co, Cpas 401K Profit Sharing Plan-10---
2000210$90,212$95,458$9,546iApproximate average salary by contribution assumption: employee only about $238,645 at 4% or $159,097 at 6%; with 50% employer match about $159,097 at 4% or $106,064 at 6%; with 100% employer match about $119,322 at 4% or $79,548 at 6%.
John Waddell & Co, Cpas 401K Profit Sharing Plan-10$90,212$95,458$9,546iApproximate average salary by contribution assumption: employee only about $238,645 at 4% or $159,097 at 6%; with 50% employer match about $159,097 at 4% or $106,064 at 6%; with 100% employer match about $119,322 at 4% or $79,548 at 6%.
JOHN WADDELL & CO. PROFIT SHARING PLAN-0---