Wallace, Floyd, Associates Inc.
Plan context: Wallace, Floyd Associates Inc. 401K Profit Sharing Plan
EIN 04-2745874 • 10 filings • 2 plans
Current Snapshot
Latest Year
2003
2003 Participants
12
2003 Assets
$3,843,823
2003 Contributions
$172,489
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 | 2 | 12 | $3,843,823 | $172,489 | $14,374iApproximate average salary by contribution assumption: employee only about $359,352 at 4% or $239,568 at 6%; with 50% employer match about $239,568 at 4% or $159,712 at 6%; with 100% employer match about $179,676 at 4% or $119,784 at 6%. |
| Wallace, Floyd Associates Inc. 401K Profit Sharing Plan | - | 12 | $3,359,236 | $172,489 | $14,374iApproximate average salary by contribution assumption: employee only about $359,352 at 4% or $239,568 at 6%; with 50% employer match about $239,568 at 4% or $159,712 at 6%; with 100% employer match about $179,676 at 4% or $119,784 at 6%. |
| Wallace, Floyd, Associates Inc. Employee Stock Ownership Plan | - | 11 | $484,587 | - | - |
| 2002 | 2 | 35 | $2,712,295 | $199,214 | $5,692iApproximate average salary by contribution assumption: employee only about $142,296 at 4% or $94,864 at 6%; with 50% employer match about $94,864 at 4% or $63,243 at 6%; with 100% employer match about $71,148 at 4% or $47,432 at 6%. |
| Wallace, Floyd Associates Inc. 401K Profit Sharing Plan | - | 35 | $2,712,295 | $199,214 | $5,692iApproximate average salary by contribution assumption: employee only about $142,296 at 4% or $94,864 at 6%; with 50% employer match about $94,864 at 4% or $63,243 at 6%; with 100% employer match about $71,148 at 4% or $47,432 at 6%. |
| Wallace, Floyd, Associates Inc. Employee Stock Ownership Plan | - | 33 | - | - | - |
| 2001 | 2 | 36 | $0 | $0 | - |
| Wallace, Floyd Associates Inc. 401K Profit Sharing Plan | - | 35 | - | - | - |
| Wallace, Floyd, Associates Inc. Employee Stock Ownership Plan | - | 36 | - | - | - |
| 2000 | 2 | 35 | $3,499,121 | $305,499 | $8,729iApproximate average salary by contribution assumption: employee only about $218,214 at 4% or $145,476 at 6%; with 50% employer match about $145,476 at 4% or $96,984 at 6%; with 100% employer match about $109,107 at 4% or $72,738 at 6%. |
| Wallace, Floyd Associates Inc. 401K Profit Sharing Plan | - | 35 | $3,499,121 | $305,499 | $8,729iApproximate average salary by contribution assumption: employee only about $218,214 at 4% or $145,476 at 6%; with 50% employer match about $145,476 at 4% or $96,984 at 6%; with 100% employer match about $109,107 at 4% or $72,738 at 6%. |
| Wallace, Floyd, Associates Inc. Employee Stock Ownership Plan | - | 35 | - | - | - |
| 1999 | 2 | 48 | $5,931,874 | $332,012 | $6,917iApproximate average salary by contribution assumption: employee only about $172,923 at 4% or $115,282 at 6%; with 50% employer match about $115,282 at 4% or $76,855 at 6%; with 100% employer match about $86,461 at 4% or $57,641 at 6%. |
| Wallace, Floyd Associates Inc. 401K Profit Sharing Plan | - | 47 | $4,871,007 | $332,012 | $7,064iApproximate average salary by contribution assumption: employee only about $176,602 at 4% or $117,735 at 6%; with 50% employer match about $117,735 at 4% or $78,490 at 6%; with 100% employer match about $88,301 at 4% or $58,867 at 6%. |
| Wallace, Floyd, Associates Inc. Employee Stock Ownership Plan | - | 48 | $1,060,867 | - | - |