E.F. Wall & Associates Inc.
Plan context: E.F. Wall & Associates Inc. Employee Profit Sharing & Investment Plan
EIN 03-0223464 • Barre, VT • 26 filings • 4 plans
Current Snapshot
Latest Year
2025
2025 Participants
37
2025 Assets
$15,593,394
2025 Contributions
$843,333
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 | 37 | $15,593,394 | $843,333 | $22,793iApproximate average salary by contribution assumption: employee only about $569,820 at 4% or $379,880 at 6%; with 50% employer match about $379,880 at 4% or $253,253 at 6%; with 100% employer match about $284,910 at 4% or $189,940 at 6%. |
| E.F. Wall & Associates Inc. Employee Profit Sharing & Investment Plan | - | 37 | $15,593,394 | $843,333 | $22,793iApproximate average salary by contribution assumption: employee only about $569,820 at 4% or $379,880 at 6%; with 50% employer match about $379,880 at 4% or $253,253 at 6%; with 100% employer match about $284,910 at 4% or $189,940 at 6%. |
| 2024 | 1 | 38 | $13,423,607 | $875,956 | $23,051iApproximate average salary by contribution assumption: employee only about $576,287 at 4% or $384,191 at 6%; with 50% employer match about $384,191 at 4% or $256,127 at 6%; with 100% employer match about $288,143 at 4% or $192,096 at 6%. |
| E.F. Wall & Associates Inc. Employee Profit Sharing & Investment Plan | - | 38 | $13,423,607 | $875,956 | $23,051iApproximate average salary by contribution assumption: employee only about $576,287 at 4% or $384,191 at 6%; with 50% employer match about $384,191 at 4% or $256,127 at 6%; with 100% employer match about $288,143 at 4% or $192,096 at 6%. |
| 2023 | 1 | 37 | $11,622,829 | $476,330 | $12,874iApproximate average salary by contribution assumption: employee only about $321,845 at 4% or $214,563 at 6%; with 50% employer match about $214,563 at 4% or $143,042 at 6%; with 100% employer match about $160,922 at 4% or $107,282 at 6%. |
| E.F. Wall & Associates Inc. Employee Profit Sharing & Investment Plan | - | 37 | $11,622,829 | $476,330 | $12,874iApproximate average salary by contribution assumption: employee only about $321,845 at 4% or $214,563 at 6%; with 50% employer match about $214,563 at 4% or $143,042 at 6%; with 100% employer match about $160,922 at 4% or $107,282 at 6%. |
| 2022 | 1 | 43 | $10,543,350 | $273,345 | $6,357iApproximate average salary by contribution assumption: employee only about $158,922 at 4% or $105,948 at 6%; with 50% employer match about $105,948 at 4% or $70,632 at 6%; with 100% employer match about $79,461 at 4% or $52,974 at 6%. |
| E.F. Wall & Associates Inc. Employee Profit Sharing & Investment Plan | - | 43 | $10,543,350 | $273,345 | $6,357iApproximate average salary by contribution assumption: employee only about $158,922 at 4% or $105,948 at 6%; with 50% employer match about $105,948 at 4% or $70,632 at 6%; with 100% employer match about $79,461 at 4% or $52,974 at 6%. |
| 2021 | 1 | 49 | $13,538,997 | $622,181 | $12,698iApproximate average salary by contribution assumption: employee only about $317,439 at 4% or $211,626 at 6%; with 50% employer match about $211,626 at 4% or $141,084 at 6%; with 100% employer match about $158,720 at 4% or $105,813 at 6%. |
| E.F. Wall & Associates Inc. Employee Profit Sharing & Investment Plan | - | 49 | $13,538,997 | $622,181 | $12,698iApproximate average salary by contribution assumption: employee only about $317,439 at 4% or $211,626 at 6%; with 50% employer match about $211,626 at 4% or $141,084 at 6%; with 100% employer match about $158,720 at 4% or $105,813 at 6%. |
| 2020 | 1 | 51 | $12,295,744 | $695,304 | $13,633iApproximate average salary by contribution assumption: employee only about $340,835 at 4% or $227,224 at 6%; with 50% employer match about $227,224 at 4% or $151,482 at 6%; with 100% employer match about $170,418 at 4% or $113,612 at 6%. |
| E.F. Wall & Associates Inc. Employee Profit Sharing & Investment Plan | - | 51 | $12,295,744 | $695,304 | $13,633iApproximate average salary by contribution assumption: employee only about $340,835 at 4% or $227,224 at 6%; with 50% employer match about $227,224 at 4% or $151,482 at 6%; with 100% employer match about $170,418 at 4% or $113,612 at 6%. |
| 2019 | 1 | 48 | $10,620,547 | $361,355 | $7,528iApproximate average salary by contribution assumption: employee only about $188,206 at 4% or $125,470 at 6%; with 50% employer match about $125,470 at 4% or $83,647 at 6%; with 100% employer match about $94,103 at 4% or $62,735 at 6%. |
| E.F. Wall & Associates Inc. Employee Profit Sharing & Investment Plan | - | 48 | $10,620,547 | $361,355 | $7,528iApproximate average salary by contribution assumption: employee only about $188,206 at 4% or $125,470 at 6%; with 50% employer match about $125,470 at 4% or $83,647 at 6%; with 100% employer match about $94,103 at 4% or $62,735 at 6%. |
| 2018 | 1 | 59 | $8,965,364 | $619,709 | $10,504iApproximate average salary by contribution assumption: employee only about $262,589 at 4% or $175,059 at 6%; with 50% employer match about $175,059 at 4% or $116,706 at 6%; with 100% employer match about $131,294 at 4% or $87,530 at 6%. |
| E.F. Wall & Associates Inc. Employee Profit Sharing & Investment Plan | - | 59 | $8,965,364 | $619,709 | $10,504iApproximate average salary by contribution assumption: employee only about $262,589 at 4% or $175,059 at 6%; with 50% employer match about $175,059 at 4% or $116,706 at 6%; with 100% employer match about $131,294 at 4% or $87,530 at 6%. |
| 2017 | 1 | 60 | $9,202,823 | $440,862 | $7,348iApproximate average salary by contribution assumption: employee only about $183,693 at 4% or $122,462 at 6%; with 50% employer match about $122,462 at 4% or $81,641 at 6%; with 100% employer match about $91,846 at 4% or $61,231 at 6%. |
| E.F. Wall & Associates Inc. Employee Profit Sharing & Investment Plan | - | 60 | $9,202,823 | $440,862 | $7,348iApproximate average salary by contribution assumption: employee only about $183,693 at 4% or $122,462 at 6%; with 50% employer match about $122,462 at 4% or $81,641 at 6%; with 100% employer match about $91,846 at 4% or $61,231 at 6%. |
| 2016 | 1 | 63 | $8,209,817 | $722,558 | $11,469iApproximate average salary by contribution assumption: employee only about $286,729 at 4% or $191,153 at 6%; with 50% employer match about $191,153 at 4% or $127,435 at 6%; with 100% employer match about $143,365 at 4% or $95,576 at 6%. |
| E.F. Wall & Associates Inc. Employee Profit Sharing & Investment Plan | - | 63 | $8,209,817 | $722,558 | $11,469iApproximate average salary by contribution assumption: employee only about $286,729 at 4% or $191,153 at 6%; with 50% employer match about $191,153 at 4% or $127,435 at 6%; with 100% employer match about $143,365 at 4% or $95,576 at 6%. |
| 2015 | 1 | 71 | $7,677,678 | $590,203 | $8,313iApproximate average salary by contribution assumption: employee only about $207,818 at 4% or $138,545 at 6%; with 50% employer match about $138,545 at 4% or $92,364 at 6%; with 100% employer match about $103,909 at 4% or $69,273 at 6%. |
| E.F. Wall & Associates Inc. Employee Profit Sharing & Investment Plan | - | 71 | $7,677,678 | $590,203 | $8,313iApproximate average salary by contribution assumption: employee only about $207,818 at 4% or $138,545 at 6%; with 50% employer match about $138,545 at 4% or $92,364 at 6%; with 100% employer match about $103,909 at 4% or $69,273 at 6%. |
| 2014 | 1 | 70 | $7,480,107 | $306,283 | $4,375iApproximate average salary by contribution assumption: employee only about $109,387 at 4% or $72,925 at 6%; with 50% employer match about $72,925 at 4% or $48,616 at 6%; with 100% employer match about $54,693 at 4% or $36,462 at 6%. |
| E.F. Wall & Associates Inc. Employee Profit Sharing & Investment Plan | - | 70 | $7,480,107 | $306,283 | $4,375iApproximate average salary by contribution assumption: employee only about $109,387 at 4% or $72,925 at 6%; with 50% employer match about $72,925 at 4% or $48,616 at 6%; with 100% employer match about $54,693 at 4% or $36,462 at 6%. |
| 2013 | 1 | 73 | $7,311,957 | $300,426 | $4,115iApproximate average salary by contribution assumption: employee only about $102,886 at 4% or $68,590 at 6%; with 50% employer match about $68,590 at 4% or $45,727 at 6%; with 100% employer match about $51,443 at 4% or $34,295 at 6%. |
| E.F. Wall & Associates Inc. Employee Profit Sharing & Investment Plan | - | 73 | $7,311,957 | $300,426 | $4,115iApproximate average salary by contribution assumption: employee only about $102,886 at 4% or $68,590 at 6%; with 50% employer match about $68,590 at 4% or $45,727 at 6%; with 100% employer match about $51,443 at 4% or $34,295 at 6%. |
| 2012 | 1 | 78 | $6,296,377 | $340,234 | $4,362iApproximate average salary by contribution assumption: employee only about $109,049 at 4% or $72,700 at 6%; with 50% employer match about $72,700 at 4% or $48,466 at 6%; with 100% employer match about $54,525 at 4% or $36,350 at 6%. |
| E.F. Wall & Associates Inc. Employee Profit Sharing & Investment Plan | - | 78 | $6,296,377 | $340,234 | $4,362iApproximate average salary by contribution assumption: employee only about $109,049 at 4% or $72,700 at 6%; with 50% employer match about $72,700 at 4% or $48,466 at 6%; with 100% employer match about $54,525 at 4% or $36,350 at 6%. |
| 2011 | 1 | 72 | $5,679,616 | $452,657 | $6,287iApproximate average salary by contribution assumption: employee only about $157,173 at 4% or $104,782 at 6%; with 50% employer match about $104,782 at 4% or $69,854 at 6%; with 100% employer match about $78,586 at 4% or $52,391 at 6%. |
| E.F. Wall & Associates Inc. Employee Profit Sharing & Investment Plan | - | 72 | $5,679,616 | $452,657 | $6,287iApproximate average salary by contribution assumption: employee only about $157,173 at 4% or $104,782 at 6%; with 50% employer match about $104,782 at 4% or $69,854 at 6%; with 100% employer match about $78,586 at 4% or $52,391 at 6%. |
| 2010 | 1 | 76 | $5,651,537 | $535,434 | $7,045iApproximate average salary by contribution assumption: employee only about $176,130 at 4% or $117,420 at 6%; with 50% employer match about $117,420 at 4% or $78,280 at 6%; with 100% employer match about $88,065 at 4% or $58,710 at 6%. |
| E.F. Wall & Associates Inc. Employee Profit Sharing & Investment Plan | - | 76 | $5,651,537 | $535,434 | $7,045iApproximate average salary by contribution assumption: employee only about $176,130 at 4% or $117,420 at 6%; with 50% employer match about $117,420 at 4% or $78,280 at 6%; with 100% employer match about $88,065 at 4% or $58,710 at 6%. |
| 2009 | 1 | 80 | $5,338,072 | $555,727 | $6,947iApproximate average salary by contribution assumption: employee only about $173,665 at 4% or $115,776 at 6%; with 50% employer match about $115,776 at 4% or $77,184 at 6%; with 100% employer match about $86,832 at 4% or $57,888 at 6%. |
| E.F. Wall & Associates Inc. Employee Profit Sharing & Investment Plan | - | 80 | $5,338,072 | $555,727 | $6,947iApproximate average salary by contribution assumption: employee only about $173,665 at 4% or $115,776 at 6%; with 50% employer match about $115,776 at 4% or $77,184 at 6%; with 100% employer match about $86,832 at 4% or $57,888 at 6%. |
| 2008 | 1 | 71 | $3,911,590 | $488,059 | $6,874iApproximate average salary by contribution assumption: employee only about $171,852 at 4% or $114,568 at 6%; with 50% employer match about $114,568 at 4% or $76,379 at 6%; with 100% employer match about $85,926 at 4% or $57,284 at 6%. |
| E.F. Wall & Associates Inc. Employee Profit Sharing & Investment Plan | - | 71 | $3,911,590 | $488,059 | $6,874iApproximate average salary by contribution assumption: employee only about $171,852 at 4% or $114,568 at 6%; with 50% employer match about $114,568 at 4% or $76,379 at 6%; with 100% employer match about $85,926 at 4% or $57,284 at 6%. |
| 2007 | 1 | 74 | $0 | $0 | - |
| E.F. Wall & Associates Inc. Employee Profit Sharing & Investment Plan | - | 74 | - | - | - |
| 2006 | 1 | 77 | $4,490,867 | $582,534 | $7,565iApproximate average salary by contribution assumption: employee only about $189,134 at 4% or $126,090 at 6%; with 50% employer match about $126,090 at 4% or $84,060 at 6%; with 100% employer match about $94,567 at 4% or $63,045 at 6%. |
| E.F. Wall & Associates Inc. Employee Profit Sharing & Investment Plan | - | 77 | $4,490,867 | $582,534 | $7,565iApproximate average salary by contribution assumption: employee only about $189,134 at 4% or $126,090 at 6%; with 50% employer match about $126,090 at 4% or $84,060 at 6%; with 100% employer match about $94,567 at 4% or $63,045 at 6%. |
| 2005 | 1 | 72 | $3,566,089 | $542,842 | $7,539iApproximate average salary by contribution assumption: employee only about $188,487 at 4% or $125,658 at 6%; with 50% employer match about $125,658 at 4% or $83,772 at 6%; with 100% employer match about $94,243 at 4% or $62,829 at 6%. |
| E.F. Wall & Associates Inc. Employee Profit Sharing & Investment Plan | - | 72 | $3,566,089 | $542,842 | $7,539iApproximate average salary by contribution assumption: employee only about $188,487 at 4% or $125,658 at 6%; with 50% employer match about $125,658 at 4% or $83,772 at 6%; with 100% employer match about $94,243 at 4% or $62,829 at 6%. |
| 2004 | 1 | 67 | $3,073,796 | $522,110 | $7,793iApproximate average salary by contribution assumption: employee only about $194,817 at 4% or $129,878 at 6%; with 50% employer match about $129,878 at 4% or $86,585 at 6%; with 100% employer match about $97,409 at 4% or $64,939 at 6%. |
| E.F. Wall & Associates Inc. Employee Profit Sharing & Investment Plan | - | 67 | $3,073,796 | $522,110 | $7,793iApproximate average salary by contribution assumption: employee only about $194,817 at 4% or $129,878 at 6%; with 50% employer match about $129,878 at 4% or $86,585 at 6%; with 100% employer match about $97,409 at 4% or $64,939 at 6%. |
| 2003 | 1 | 67 | $2,471,125 | $206,113 | $3,076iApproximate average salary by contribution assumption: employee only about $76,908 at 4% or $51,272 at 6%; with 50% employer match about $51,272 at 4% or $34,181 at 6%; with 100% employer match about $38,454 at 4% or $25,636 at 6%. |
| E.F. Wall & Associates Inc. Employee Profit Sharing & Investment Plan | - | 67 | $2,471,125 | $206,113 | $3,076iApproximate average salary by contribution assumption: employee only about $76,908 at 4% or $51,272 at 6%; with 50% employer match about $51,272 at 4% or $34,181 at 6%; with 100% employer match about $38,454 at 4% or $25,636 at 6%. |
| 2002 | 1 | 66 | $0 | $0 | - |
| E.F. Wall & Associates Inc. Employee Profit Sharing & Investment Plan | - | 66 | - | - | - |
| 2001 | 1 | 60 | $0 | $0 | - |
| E.F. Wall & Associates Inc. Employee Profit Sharing & Investment Plan | - | 60 | - | - | - |
| 2000 | 1 | 60 | $1,978,548 | $349,021 | $5,817iApproximate average salary by contribution assumption: employee only about $145,425 at 4% or $96,950 at 6%; with 50% employer match about $96,950 at 4% or $64,634 at 6%; with 100% employer match about $72,713 at 4% or $48,475 at 6%. |
| E.F. Wall & Associates Inc. Employee Profit Sharing & Investment Plan | - | 60 | $1,978,548 | $349,021 | $5,817iApproximate average salary by contribution assumption: employee only about $145,425 at 4% or $96,950 at 6%; with 50% employer match about $96,950 at 4% or $64,634 at 6%; with 100% employer match about $72,713 at 4% or $48,475 at 6%. |