Civic Intelligence

Donald E. Wallace PC.

Plan context: Donald E. Wallace PC. 401K Plan

EIN 04-3144011 • Quincy, MA • 18 filings • 2 plans

1266 Furnace Brook Pkwy, Ste 200Quincy, MA 02169-4758
Current Snapshot

Latest Year

2016

2016 Participants

3

2016 Assets

$626,237

2016 Contributions

$960

Historical Graphs

Total Assets Over Time

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

$626,237$313,119$0199920072015YearValue
$626,237Latest year 2015

Participants Over Time

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

420199920072015YearValue
3Latest year 2015

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
201610$0$960-
Donald E. Wallace PC. 401K Plan-0$0$960-
201513$626,237$41,395$13,798iApproximate average salary by contribution assumption: employee only about $344,958 at 4% or $229,972 at 6%; with 50% employer match about $229,972 at 4% or $153,315 at 6%; with 100% employer match about $172,479 at 4% or $114,986 at 6%.
Donald E. Wallace PC. 401K Plan-3$626,237$41,395$13,798iApproximate average salary by contribution assumption: employee only about $344,958 at 4% or $229,972 at 6%; with 50% employer match about $229,972 at 4% or $153,315 at 6%; with 100% employer match about $172,479 at 4% or $114,986 at 6%.
201414$572,936$44,875$11,219iApproximate average salary by contribution assumption: employee only about $280,469 at 4% or $186,979 at 6%; with 50% employer match about $186,979 at 4% or $124,653 at 6%; with 100% employer match about $140,234 at 4% or $93,490 at 6%.
Donald E. Wallace PC. 401K Plan-4$572,936$44,875$11,219iApproximate average salary by contribution assumption: employee only about $280,469 at 4% or $186,979 at 6%; with 50% employer match about $186,979 at 4% or $124,653 at 6%; with 100% employer match about $140,234 at 4% or $93,490 at 6%.
201314$511,624$43,440$10,860iApproximate average salary by contribution assumption: employee only about $271,500 at 4% or $181,000 at 6%; with 50% employer match about $181,000 at 4% or $120,667 at 6%; with 100% employer match about $135,750 at 4% or $90,500 at 6%.
Donald E. Wallace PC. 401K Plan-4$511,624$43,440$10,860iApproximate average salary by contribution assumption: employee only about $271,500 at 4% or $181,000 at 6%; with 50% employer match about $181,000 at 4% or $120,667 at 6%; with 100% employer match about $135,750 at 4% or $90,500 at 6%.
201214$359,457$72,005$18,001iApproximate average salary by contribution assumption: employee only about $450,031 at 4% or $300,021 at 6%; with 50% employer match about $300,021 at 4% or $200,014 at 6%; with 100% employer match about $225,016 at 4% or $150,010 at 6%.
Donald E. Wallace PC. 401K Plan-4$359,457$72,005$18,001iApproximate average salary by contribution assumption: employee only about $450,031 at 4% or $300,021 at 6%; with 50% employer match about $300,021 at 4% or $200,014 at 6%; with 100% employer match about $225,016 at 4% or $150,010 at 6%.
201114$252,502$34,524$8,631iApproximate average salary by contribution assumption: employee only about $215,775 at 4% or $143,850 at 6%; with 50% employer match about $143,850 at 4% or $95,900 at 6%; with 100% employer match about $107,888 at 4% or $71,925 at 6%.
Donald E. Wallace PC. 401K Plan-4$252,502$34,524$8,631iApproximate average salary by contribution assumption: employee only about $215,775 at 4% or $143,850 at 6%; with 50% employer match about $143,850 at 4% or $95,900 at 6%; with 100% employer match about $107,888 at 4% or $71,925 at 6%.
201013$227,058$21,985$7,328iApproximate average salary by contribution assumption: employee only about $183,208 at 4% or $122,139 at 6%; with 50% employer match about $122,139 at 4% or $81,426 at 6%; with 100% employer match about $91,604 at 4% or $61,069 at 6%.
Donald E. Wallace PC. 401K Plan-3$227,058$21,985$7,328iApproximate average salary by contribution assumption: employee only about $183,208 at 4% or $122,139 at 6%; with 50% employer match about $122,139 at 4% or $81,426 at 6%; with 100% employer match about $91,604 at 4% or $61,069 at 6%.
200913$179,452$15,178$5,059iApproximate average salary by contribution assumption: employee only about $126,483 at 4% or $84,322 at 6%; with 50% employer match about $84,322 at 4% or $56,215 at 6%; with 100% employer match about $63,242 at 4% or $42,161 at 6%.
Donald E. Wallace PC. 401K Plan-3$179,452$15,178$5,059iApproximate average salary by contribution assumption: employee only about $126,483 at 4% or $84,322 at 6%; with 50% employer match about $84,322 at 4% or $56,215 at 6%; with 100% employer match about $63,242 at 4% or $42,161 at 6%.
200813$119,032$16,419$5,473iApproximate average salary by contribution assumption: employee only about $136,825 at 4% or $91,217 at 6%; with 50% employer match about $91,217 at 4% or $60,811 at 6%; with 100% employer match about $68,413 at 4% or $45,608 at 6%.
Donald E. Wallace PC. 401K Plan-3$119,032$16,419$5,473iApproximate average salary by contribution assumption: employee only about $136,825 at 4% or $91,217 at 6%; with 50% employer match about $91,217 at 4% or $60,811 at 6%; with 100% employer match about $68,413 at 4% or $45,608 at 6%.
200713$163,693$17,047$5,682iApproximate average salary by contribution assumption: employee only about $142,058 at 4% or $94,706 at 6%; with 50% employer match about $94,706 at 4% or $63,137 at 6%; with 100% employer match about $71,029 at 4% or $47,353 at 6%.
Donald E. Wallace PC. 401K Plan-3$163,693$17,047$5,682iApproximate average salary by contribution assumption: employee only about $142,058 at 4% or $94,706 at 6%; with 50% employer match about $94,706 at 4% or $63,137 at 6%; with 100% employer match about $71,029 at 4% or $47,353 at 6%.
200613$140,289$15,383$5,128iApproximate average salary by contribution assumption: employee only about $128,192 at 4% or $85,461 at 6%; with 50% employer match about $85,461 at 4% or $56,974 at 6%; with 100% employer match about $64,096 at 4% or $42,731 at 6%.
Donald E. Wallace PC. 401K Plan-3$140,289$15,383$5,128iApproximate average salary by contribution assumption: employee only about $128,192 at 4% or $85,461 at 6%; with 50% employer match about $85,461 at 4% or $56,974 at 6%; with 100% employer match about $64,096 at 4% or $42,731 at 6%.
200513$112,042$15,288$5,096iApproximate average salary by contribution assumption: employee only about $127,400 at 4% or $84,933 at 6%; with 50% employer match about $84,933 at 4% or $56,622 at 6%; with 100% employer match about $63,700 at 4% or $42,467 at 6%.
Donald E. Wallace PC. 401K Plan-3$112,042$15,288$5,096iApproximate average salary by contribution assumption: employee only about $127,400 at 4% or $84,933 at 6%; with 50% employer match about $84,933 at 4% or $56,622 at 6%; with 100% employer match about $63,700 at 4% or $42,467 at 6%.
200413$89,315$15,039$5,013iApproximate average salary by contribution assumption: employee only about $125,325 at 4% or $83,550 at 6%; with 50% employer match about $83,550 at 4% or $55,700 at 6%; with 100% employer match about $62,663 at 4% or $41,775 at 6%.
Donald E. Wallace PC. 401K Plan-3$89,315$15,039$5,013iApproximate average salary by contribution assumption: employee only about $125,325 at 4% or $83,550 at 6%; with 50% employer match about $83,550 at 4% or $55,700 at 6%; with 100% employer match about $62,663 at 4% or $41,775 at 6%.
200313$65,054$14,746$4,915iApproximate average salary by contribution assumption: employee only about $122,883 at 4% or $81,922 at 6%; with 50% employer match about $81,922 at 4% or $54,615 at 6%; with 100% employer match about $61,442 at 4% or $40,961 at 6%.
Donald E. Wallace PC. 401K Plan-3$65,054$14,746$4,915iApproximate average salary by contribution assumption: employee only about $122,883 at 4% or $81,922 at 6%; with 50% employer match about $81,922 at 4% or $54,615 at 6%; with 100% employer match about $61,442 at 4% or $40,961 at 6%.
200213$38,000$11,431$3,810iApproximate average salary by contribution assumption: employee only about $95,258 at 4% or $63,506 at 6%; with 50% employer match about $63,506 at 4% or $42,337 at 6%; with 100% employer match about $47,629 at 4% or $31,753 at 6%.
Donald E. Wallace PC. 401K Plan-3$38,000$11,431$3,810iApproximate average salary by contribution assumption: employee only about $95,258 at 4% or $63,506 at 6%; with 50% employer match about $63,506 at 4% or $42,337 at 6%; with 100% employer match about $47,629 at 4% or $31,753 at 6%.
200113$32,377$11,320$3,773iApproximate average salary by contribution assumption: employee only about $94,333 at 4% or $62,889 at 6%; with 50% employer match about $62,889 at 4% or $41,926 at 6%; with 100% employer match about $47,167 at 4% or $31,444 at 6%.
Donald E. Wallace PC. 401K Plan-3$32,377$11,320$3,773iApproximate average salary by contribution assumption: employee only about $94,333 at 4% or $62,889 at 6%; with 50% employer match about $62,889 at 4% or $41,926 at 6%; with 100% employer match about $47,167 at 4% or $31,444 at 6%.
200013$22,670$9,607$3,202iApproximate average salary by contribution assumption: employee only about $80,058 at 4% or $53,372 at 6%; with 50% employer match about $53,372 at 4% or $35,581 at 6%; with 100% employer match about $40,029 at 4% or $26,686 at 6%.
Donald E. Wallace PC. 401K Plan-3$22,670$9,607$3,202iApproximate average salary by contribution assumption: employee only about $80,058 at 4% or $53,372 at 6%; with 50% employer match about $53,372 at 4% or $35,581 at 6%; with 100% employer match about $40,029 at 4% or $26,686 at 6%.
199914$13,085$6,137$1,534iApproximate average salary by contribution assumption: employee only about $38,356 at 4% or $25,571 at 6%; with 50% employer match about $25,571 at 4% or $17,047 at 6%; with 100% employer match about $19,178 at 4% or $12,785 at 6%.
Donald E. Wallace PC. 401K Plan-4$13,085$6,137$1,534iApproximate average salary by contribution assumption: employee only about $38,356 at 4% or $25,571 at 6%; with 50% employer match about $25,571 at 4% or $17,047 at 6%; with 100% employer match about $19,178 at 4% or $12,785 at 6%.