Wallace, Savage & Davis PC.
Plan context: Wallace, Savage & Davis PC. 401K Plan
EIN 04-3126601 • Stoughton, MA • 26 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
7
2024 Assets
$3,939,229
2024 Contributions
$142,900
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 | 1 | 7 | $3,939,229 | $142,900 | $20,414iApproximate average salary by contribution assumption: employee only about $510,357 at 4% or $340,238 at 6%; with 50% employer match about $340,238 at 4% or $226,825 at 6%; with 100% employer match about $255,179 at 4% or $170,119 at 6%. |
| Wallace, Savage & Davis PC. 401K Plan | - | 7 | $3,939,229 | $142,900 | $20,414iApproximate average salary by contribution assumption: employee only about $510,357 at 4% or $340,238 at 6%; with 50% employer match about $340,238 at 4% or $226,825 at 6%; with 100% employer match about $255,179 at 4% or $170,119 at 6%. |
| 2023 | 1 | 6 | $3,256,226 | $134,151 | $22,359iApproximate average salary by contribution assumption: employee only about $558,963 at 4% or $372,642 at 6%; with 50% employer match about $372,642 at 4% or $248,428 at 6%; with 100% employer match about $279,481 at 4% or $186,321 at 6%. |
| Wallace, Savage & Davis PC. 401K Plan | - | 6 | $3,256,226 | $134,151 | $22,359iApproximate average salary by contribution assumption: employee only about $558,963 at 4% or $372,642 at 6%; with 50% employer match about $372,642 at 4% or $248,428 at 6%; with 100% employer match about $279,481 at 4% or $186,321 at 6%. |
| 2022 | 1 | 6 | $2,587,210 | $127,660 | $21,277iApproximate average salary by contribution assumption: employee only about $531,917 at 4% or $354,611 at 6%; with 50% employer match about $354,611 at 4% or $236,407 at 6%; with 100% employer match about $265,958 at 4% or $177,306 at 6%. |
| Wallace, Savage & Davis PC. 401K Plan | - | 6 | $2,587,210 | $127,660 | $21,277iApproximate average salary by contribution assumption: employee only about $531,917 at 4% or $354,611 at 6%; with 50% employer match about $354,611 at 4% or $236,407 at 6%; with 100% employer match about $265,958 at 4% or $177,306 at 6%. |
| 2021 | 1 | 7 | $3,053,226 | $122,650 | $17,521iApproximate average salary by contribution assumption: employee only about $438,036 at 4% or $292,024 at 6%; with 50% employer match about $292,024 at 4% or $194,683 at 6%; with 100% employer match about $219,018 at 4% or $146,012 at 6%. |
| Wallace, Savage & Davis PC. 401K Plan | - | 7 | $3,053,226 | $122,650 | $17,521iApproximate average salary by contribution assumption: employee only about $438,036 at 4% or $292,024 at 6%; with 50% employer match about $292,024 at 4% or $194,683 at 6%; with 100% employer match about $219,018 at 4% or $146,012 at 6%. |
| 2020 | 1 | 7 | $2,541,847 | $99,860 | $14,266iApproximate average salary by contribution assumption: employee only about $356,643 at 4% or $237,762 at 6%; with 50% employer match about $237,762 at 4% or $158,508 at 6%; with 100% employer match about $178,321 at 4% or $118,881 at 6%. |
| Wallace, Savage & Davis PC. 401K Plan | - | 7 | $2,541,847 | $99,860 | $14,266iApproximate average salary by contribution assumption: employee only about $356,643 at 4% or $237,762 at 6%; with 50% employer match about $237,762 at 4% or $158,508 at 6%; with 100% employer match about $178,321 at 4% or $118,881 at 6%. |
| 2019 | 1 | 8 | $2,136,678 | $90,928 | $11,366iApproximate average salary by contribution assumption: employee only about $284,150 at 4% or $189,433 at 6%; with 50% employer match about $189,433 at 4% or $126,289 at 6%; with 100% employer match about $142,075 at 4% or $94,717 at 6%. |
| Wallace, Savage & Davis PC. 401K Plan | - | 8 | $2,136,678 | $90,928 | $11,366iApproximate average salary by contribution assumption: employee only about $284,150 at 4% or $189,433 at 6%; with 50% employer match about $189,433 at 4% or $126,289 at 6%; with 100% employer match about $142,075 at 4% or $94,717 at 6%. |
| 2018 | 1 | 7 | $1,661,111 | $83,125 | $11,875iApproximate average salary by contribution assumption: employee only about $296,875 at 4% or $197,917 at 6%; with 50% employer match about $197,917 at 4% or $131,944 at 6%; with 100% employer match about $148,438 at 4% or $98,958 at 6%. |
| Wallace, Savage & Davis PC. 401K Plan | - | 7 | $1,661,111 | $83,125 | $11,875iApproximate average salary by contribution assumption: employee only about $296,875 at 4% or $197,917 at 6%; with 50% employer match about $197,917 at 4% or $131,944 at 6%; with 100% employer match about $148,438 at 4% or $98,958 at 6%. |
| 2017 | 1 | 7 | $1,724,734 | $80,967 | $11,567iApproximate average salary by contribution assumption: employee only about $289,168 at 4% or $192,779 at 6%; with 50% employer match about $192,779 at 4% or $128,519 at 6%; with 100% employer match about $144,584 at 4% or $96,389 at 6%. |
| Wallace, Savage & Davis PC. 401K Plan | - | 7 | $1,724,734 | $80,967 | $11,567iApproximate average salary by contribution assumption: employee only about $289,168 at 4% or $192,779 at 6%; with 50% employer match about $192,779 at 4% or $128,519 at 6%; with 100% employer match about $144,584 at 4% or $96,389 at 6%. |
| 2016 | 1 | 7 | $1,379,265 | $70,918 | $10,131iApproximate average salary by contribution assumption: employee only about $253,279 at 4% or $168,852 at 6%; with 50% employer match about $168,852 at 4% or $112,568 at 6%; with 100% employer match about $126,639 at 4% or $84,426 at 6%. |
| Wallace, Savage & Davis PC. 401K Plan | - | 7 | $1,379,265 | $70,918 | $10,131iApproximate average salary by contribution assumption: employee only about $253,279 at 4% or $168,852 at 6%; with 50% employer match about $168,852 at 4% or $112,568 at 6%; with 100% employer match about $126,639 at 4% or $84,426 at 6%. |
| 2015 | 1 | 7 | $1,219,892 | $67,608 | $9,658iApproximate average salary by contribution assumption: employee only about $241,457 at 4% or $160,971 at 6%; with 50% employer match about $160,971 at 4% or $107,314 at 6%; with 100% employer match about $120,729 at 4% or $80,486 at 6%. |
| Wallace, Savage & Davis PC. 401K Plan | - | 7 | $1,219,892 | $67,608 | $9,658iApproximate average salary by contribution assumption: employee only about $241,457 at 4% or $160,971 at 6%; with 50% employer match about $160,971 at 4% or $107,314 at 6%; with 100% employer match about $120,729 at 4% or $80,486 at 6%. |
| 2014 | 1 | 7 | $1,163,888 | $66,229 | $9,461iApproximate average salary by contribution assumption: employee only about $236,532 at 4% or $157,688 at 6%; with 50% employer match about $157,688 at 4% or $105,125 at 6%; with 100% employer match about $118,266 at 4% or $78,844 at 6%. |
| Wallace, Savage & Davis PC. 401K Plan | - | 7 | $1,163,888 | $66,229 | $9,461iApproximate average salary by contribution assumption: employee only about $236,532 at 4% or $157,688 at 6%; with 50% employer match about $157,688 at 4% or $105,125 at 6%; with 100% employer match about $118,266 at 4% or $78,844 at 6%. |
| 2013 | 1 | 7 | $1,054,022 | $59,059 | $8,437iApproximate average salary by contribution assumption: employee only about $210,925 at 4% or $140,617 at 6%; with 50% employer match about $140,617 at 4% or $93,744 at 6%; with 100% employer match about $105,463 at 4% or $70,308 at 6%. |
| Wallace, Savage & Davis PC. 401K Plan | - | 7 | $1,054,022 | $59,059 | $8,437iApproximate average salary by contribution assumption: employee only about $210,925 at 4% or $140,617 at 6%; with 50% employer match about $140,617 at 4% or $93,744 at 6%; with 100% employer match about $105,463 at 4% or $70,308 at 6%. |
| 2012 | 1 | 8 | $866,815 | $60,358 | $7,545iApproximate average salary by contribution assumption: employee only about $188,619 at 4% or $125,746 at 6%; with 50% employer match about $125,746 at 4% or $83,831 at 6%; with 100% employer match about $94,309 at 4% or $62,873 at 6%. |
| Wallace, Savage & Davis PC. 401K Plan | - | 8 | $866,815 | $60,358 | $7,545iApproximate average salary by contribution assumption: employee only about $188,619 at 4% or $125,746 at 6%; with 50% employer match about $125,746 at 4% or $83,831 at 6%; with 100% employer match about $94,309 at 4% or $62,873 at 6%. |
| 2011 | 1 | 9 | $758,064 | $66,878 | $7,431iApproximate average salary by contribution assumption: employee only about $185,772 at 4% or $123,848 at 6%; with 50% employer match about $123,848 at 4% or $82,565 at 6%; with 100% employer match about $92,886 at 4% or $61,924 at 6%. |
| Wallace, Savage & Davis PC. 401K Plan | - | 9 | $758,064 | $66,878 | $7,431iApproximate average salary by contribution assumption: employee only about $185,772 at 4% or $123,848 at 6%; with 50% employer match about $123,848 at 4% or $82,565 at 6%; with 100% employer match about $92,886 at 4% or $61,924 at 6%. |
| 2010 | 1 | 9 | $766,131 | $66,631 | $7,403iApproximate average salary by contribution assumption: employee only about $185,086 at 4% or $123,391 at 6%; with 50% employer match about $123,391 at 4% or $82,260 at 6%; with 100% employer match about $92,543 at 4% or $61,695 at 6%. |
| Wallace, Savage & Davis PC. 401K Plan | - | 9 | $766,131 | $66,631 | $7,403iApproximate average salary by contribution assumption: employee only about $185,086 at 4% or $123,391 at 6%; with 50% employer match about $123,391 at 4% or $82,260 at 6%; with 100% employer match about $92,543 at 4% or $61,695 at 6%. |
| 2009 | 1 | 9 | $684,861 | $62,806 | $6,978iApproximate average salary by contribution assumption: employee only about $174,461 at 4% or $116,307 at 6%; with 50% employer match about $116,307 at 4% or $77,538 at 6%; with 100% employer match about $87,231 at 4% or $58,154 at 6%. |
| Wallace, Savage & Davis PC. 401K Plan | - | 9 | $684,861 | $62,806 | $6,978iApproximate average salary by contribution assumption: employee only about $174,461 at 4% or $116,307 at 6%; with 50% employer match about $116,307 at 4% or $77,538 at 6%; with 100% employer match about $87,231 at 4% or $58,154 at 6%. |
| 2008 | 1 | 8 | $605,515 | $65,754 | $8,219iApproximate average salary by contribution assumption: employee only about $205,481 at 4% or $136,988 at 6%; with 50% employer match about $136,988 at 4% or $91,325 at 6%; with 100% employer match about $102,741 at 4% or $68,494 at 6%. |
| Wallace, Savage & Davis PC. 401K Plan | - | 8 | $605,515 | $65,754 | $8,219iApproximate average salary by contribution assumption: employee only about $205,481 at 4% or $136,988 at 6%; with 50% employer match about $136,988 at 4% or $91,325 at 6%; with 100% employer match about $102,741 at 4% or $68,494 at 6%. |
| 2007 | 1 | 7 | $838,243 | $65,482 | $9,355iApproximate average salary by contribution assumption: employee only about $233,864 at 4% or $155,910 at 6%; with 50% employer match about $155,910 at 4% or $103,940 at 6%; with 100% employer match about $116,932 at 4% or $77,955 at 6%. |
| Wallace, Savage & Davis PC. 401K Plan | - | 7 | $838,243 | $65,482 | $9,355iApproximate average salary by contribution assumption: employee only about $233,864 at 4% or $155,910 at 6%; with 50% employer match about $155,910 at 4% or $103,940 at 6%; with 100% employer match about $116,932 at 4% or $77,955 at 6%. |
| 2006 | 1 | 7 | $723,548 | $86,524 | $12,361iApproximate average salary by contribution assumption: employee only about $309,014 at 4% or $206,010 at 6%; with 50% employer match about $206,010 at 4% or $137,340 at 6%; with 100% employer match about $154,507 at 4% or $103,005 at 6%. |
| Wallace, Savage & Davis PC. 401K Plan | - | 7 | $723,548 | $86,524 | $12,361iApproximate average salary by contribution assumption: employee only about $309,014 at 4% or $206,010 at 6%; with 50% employer match about $206,010 at 4% or $137,340 at 6%; with 100% employer match about $154,507 at 4% or $103,005 at 6%. |
| 2005 | 1 | 9 | $568,276 | $85,620 | $9,513iApproximate average salary by contribution assumption: employee only about $237,833 at 4% or $158,556 at 6%; with 50% employer match about $158,556 at 4% or $105,704 at 6%; with 100% employer match about $118,917 at 4% or $79,278 at 6%. |
| Wallace, Savage & Davis PC. 401K Plan | - | 9 | $568,276 | $85,620 | $9,513iApproximate average salary by contribution assumption: employee only about $237,833 at 4% or $158,556 at 6%; with 50% employer match about $158,556 at 4% or $105,704 at 6%; with 100% employer match about $118,917 at 4% or $79,278 at 6%. |
| 2004 | 1 | 9 | $468,569 | $76,269 | $8,474iApproximate average salary by contribution assumption: employee only about $211,858 at 4% or $141,239 at 6%; with 50% employer match about $141,239 at 4% or $94,159 at 6%; with 100% employer match about $105,929 at 4% or $70,619 at 6%. |
| Wallace, Savage & Davis PC. 401K Plan | - | 9 | $468,569 | $76,269 | $8,474iApproximate average salary by contribution assumption: employee only about $211,858 at 4% or $141,239 at 6%; with 50% employer match about $141,239 at 4% or $94,159 at 6%; with 100% employer match about $105,929 at 4% or $70,619 at 6%. |
| 2003 | 1 | 9 | $361,773 | $65,439 | $7,271iApproximate average salary by contribution assumption: employee only about $181,775 at 4% or $121,183 at 6%; with 50% employer match about $121,183 at 4% or $80,789 at 6%; with 100% employer match about $90,888 at 4% or $60,592 at 6%. |
| Wallace, Savage & Davis PC. 401K Plan | - | 9 | $361,773 | $65,439 | $7,271iApproximate average salary by contribution assumption: employee only about $181,775 at 4% or $121,183 at 6%; with 50% employer match about $121,183 at 4% or $80,789 at 6%; with 100% employer match about $90,888 at 4% or $60,592 at 6%. |
| 2002 | 1 | 8 | $235,934 | $43,739 | $5,467iApproximate average salary by contribution assumption: employee only about $136,684 at 4% or $91,123 at 6%; with 50% employer match about $91,123 at 4% or $60,749 at 6%; with 100% employer match about $68,342 at 4% or $45,561 at 6%. |
| Wallace, Savage & Davis PC. 401K Plan | - | 8 | $235,934 | $43,739 | $5,467iApproximate average salary by contribution assumption: employee only about $136,684 at 4% or $91,123 at 6%; with 50% employer match about $91,123 at 4% or $60,749 at 6%; with 100% employer match about $68,342 at 4% or $45,561 at 6%. |
| 2001 | 1 | 8 | $0 | $0 | - |
| Wallace, Savage & Davis PC. 401K Plan | - | 8 | - | - | - |
| 2000 | 1 | 9 | $285,939 | $49,601 | $5,511iApproximate average salary by contribution assumption: employee only about $137,781 at 4% or $91,854 at 6%; with 50% employer match about $91,854 at 4% or $61,236 at 6%; with 100% employer match about $68,890 at 4% or $45,927 at 6%. |
| Wallace, Savage & Davis PC. 401K Plan | - | 9 | $285,939 | $49,601 | $5,511iApproximate average salary by contribution assumption: employee only about $137,781 at 4% or $91,854 at 6%; with 50% employer match about $91,854 at 4% or $61,236 at 6%; with 100% employer match about $68,890 at 4% or $45,927 at 6%. |
| 1999 | 1 | 11 | $275,724 | $49,301 | $4,482iApproximate average salary by contribution assumption: employee only about $112,048 at 4% or $74,698 at 6%; with 50% employer match about $74,698 at 4% or $49,799 at 6%; with 100% employer match about $56,024 at 4% or $37,349 at 6%. |
| Wallace, Savage & Davis PC. 401K Plan | - | 11 | $275,724 | $49,301 | $4,482iApproximate average salary by contribution assumption: employee only about $112,048 at 4% or $74,698 at 6%; with 50% employer match about $74,698 at 4% or $49,799 at 6%; with 100% employer match about $56,024 at 4% or $37,349 at 6%. |