Civic Intelligence

Walter & Shuffain PC.

Plan context: Walter & Shuffain PC. 401K Plan

EIN 04-3236498 • Westwood, MA • 26 filings • 3 plans

101 Station Drive, Suite 250Westwood, MA 02090
Current Snapshot

Latest Year

2024

2024 Participants

87

2024 Assets

$29,979,700

2024 Contributions

$2,456,348

Historical Graphs

Total Assets Over Time

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

$29,979,700$14,989,850$0199920142024YearValue
$29,979,700Latest year 2024

Participants Over Time

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

87440199920122024YearValue
87Latest 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
2024187$29,979,700$2,456,348$28,234iApproximate average salary by contribution assumption: employee only about $705,847 at 4% or $470,565 at 6%; with 50% employer match about $470,565 at 4% or $313,710 at 6%; with 100% employer match about $352,924 at 4% or $235,282 at 6%.
Walter & Shuffain PC. 401K Plan-87$29,979,700$2,456,348$28,234iApproximate average salary by contribution assumption: employee only about $705,847 at 4% or $470,565 at 6%; with 50% employer match about $470,565 at 4% or $313,710 at 6%; with 100% employer match about $352,924 at 4% or $235,282 at 6%.
2023185$23,534,007$1,301,564$15,313iApproximate average salary by contribution assumption: employee only about $382,813 at 4% or $255,209 at 6%; with 50% employer match about $255,209 at 4% or $170,139 at 6%; with 100% employer match about $191,406 at 4% or $127,604 at 6%.
Walter & Shuffain PC. 401K Plan-85$23,534,007$1,301,564$15,313iApproximate average salary by contribution assumption: employee only about $382,813 at 4% or $255,209 at 6%; with 50% employer match about $255,209 at 4% or $170,139 at 6%; with 100% employer match about $191,406 at 4% or $127,604 at 6%.
2022174$20,510,803$1,092,711$14,766iApproximate average salary by contribution assumption: employee only about $369,159 at 4% or $246,106 at 6%; with 50% employer match about $246,106 at 4% or $164,071 at 6%; with 100% employer match about $184,580 at 4% or $123,053 at 6%.
Walter & Shuffain PC. 401K Plan-74$20,510,803$1,092,711$14,766iApproximate average salary by contribution assumption: employee only about $369,159 at 4% or $246,106 at 6%; with 50% employer match about $246,106 at 4% or $164,071 at 6%; with 100% employer match about $184,580 at 4% or $123,053 at 6%.
2021180$23,641,074$4,099,117$51,239iApproximate average salary by contribution assumption: employee only about $1,280,974 at 4% or $853,983 at 6%; with 50% employer match about $853,983 at 4% or $569,322 at 6%; with 100% employer match about $640,487 at 4% or $426,991 at 6%.
Walter & Shuffain PC. 401K Plan-80$23,641,074$4,099,117$51,239iApproximate average salary by contribution assumption: employee only about $1,280,974 at 4% or $853,983 at 6%; with 50% employer match about $853,983 at 4% or $569,322 at 6%; with 100% employer match about $640,487 at 4% or $426,991 at 6%.
2020181$17,314,625$826,631$10,205iApproximate average salary by contribution assumption: employee only about $255,133 at 4% or $170,089 at 6%; with 50% employer match about $170,089 at 4% or $113,392 at 6%; with 100% employer match about $127,567 at 4% or $85,044 at 6%.
Walter & Shuffain PC. 401K Plan-81$17,314,625$826,631$10,205iApproximate average salary by contribution assumption: employee only about $255,133 at 4% or $170,089 at 6%; with 50% employer match about $170,089 at 4% or $113,392 at 6%; with 100% employer match about $127,567 at 4% or $85,044 at 6%.
2019172$13,748,903$776,620$10,786iApproximate average salary by contribution assumption: employee only about $269,660 at 4% or $179,773 at 6%; with 50% employer match about $179,773 at 4% or $119,849 at 6%; with 100% employer match about $134,830 at 4% or $89,887 at 6%.
Walter & Shuffain PC. 401K Plan-72$13,748,903$776,620$10,786iApproximate average salary by contribution assumption: employee only about $269,660 at 4% or $179,773 at 6%; with 50% employer match about $179,773 at 4% or $119,849 at 6%; with 100% employer match about $134,830 at 4% or $89,887 at 6%.
2018169$10,885,330$758,725$10,996iApproximate average salary by contribution assumption: employee only about $274,900 at 4% or $183,267 at 6%; with 50% employer match about $183,267 at 4% or $122,178 at 6%; with 100% employer match about $137,450 at 4% or $91,633 at 6%.
Walter & Shuffain PC. 401K Plan-69$10,885,330$758,725$10,996iApproximate average salary by contribution assumption: employee only about $274,900 at 4% or $183,267 at 6%; with 50% employer match about $183,267 at 4% or $122,178 at 6%; with 100% employer match about $137,450 at 4% or $91,633 at 6%.
2017165$11,249,420$703,288$10,820iApproximate average salary by contribution assumption: employee only about $270,495 at 4% or $180,330 at 6%; with 50% employer match about $180,330 at 4% or $120,220 at 6%; with 100% employer match about $135,248 at 4% or $90,165 at 6%.
Walter & Shuffain PC. 401K Plan-65$11,249,420$703,288$10,820iApproximate average salary by contribution assumption: employee only about $270,495 at 4% or $180,330 at 6%; with 50% employer match about $180,330 at 4% or $120,220 at 6%; with 100% employer match about $135,248 at 4% or $90,165 at 6%.
2016162$8,885,473$629,030$10,146iApproximate average salary by contribution assumption: employee only about $253,641 at 4% or $169,094 at 6%; with 50% employer match about $169,094 at 4% or $112,729 at 6%; with 100% employer match about $126,821 at 4% or $84,547 at 6%.
Walter & Shuffain PC. 401K Plan-62$8,885,473$629,030$10,146iApproximate average salary by contribution assumption: employee only about $253,641 at 4% or $169,094 at 6%; with 50% employer match about $169,094 at 4% or $112,729 at 6%; with 100% employer match about $126,821 at 4% or $84,547 at 6%.
2015174$8,990,997$616,049$8,325iApproximate average salary by contribution assumption: employee only about $208,125 at 4% or $138,750 at 6%; with 50% employer match about $138,750 at 4% or $92,500 at 6%; with 100% employer match about $104,062 at 4% or $69,375 at 6%.
Walter & Shuffain PC. 401K Plan-74$8,990,997$616,049$8,325iApproximate average salary by contribution assumption: employee only about $208,125 at 4% or $138,750 at 6%; with 50% employer match about $138,750 at 4% or $92,500 at 6%; with 100% employer match about $104,062 at 4% or $69,375 at 6%.
2014172$8,544,717$626,348$8,699iApproximate average salary by contribution assumption: employee only about $217,482 at 4% or $144,988 at 6%; with 50% employer match about $144,988 at 4% or $96,659 at 6%; with 100% employer match about $108,741 at 4% or $72,494 at 6%.
Walter & Shuffain PC. 401K Plan-72$8,544,717$626,348$8,699iApproximate average salary by contribution assumption: employee only about $217,482 at 4% or $144,988 at 6%; with 50% employer match about $144,988 at 4% or $96,659 at 6%; with 100% employer match about $108,741 at 4% or $72,494 at 6%.
2013171$7,604,943$786,353$11,075iApproximate average salary by contribution assumption: employee only about $276,885 at 4% or $184,590 at 6%; with 50% employer match about $184,590 at 4% or $123,060 at 6%; with 100% employer match about $138,442 at 4% or $92,295 at 6%.
Walter & Shuffain PC. 401K Plan-71$7,604,943$786,353$11,075iApproximate average salary by contribution assumption: employee only about $276,885 at 4% or $184,590 at 6%; with 50% employer match about $184,590 at 4% or $123,060 at 6%; with 100% employer match about $138,442 at 4% or $92,295 at 6%.
2012162$5,947,550$557,048$8,985iApproximate average salary by contribution assumption: employee only about $224,616 at 4% or $149,744 at 6%; with 50% employer match about $149,744 at 4% or $99,829 at 6%; with 100% employer match about $112,308 at 4% or $74,872 at 6%.
Walter & Shuffain PC. 401K Plan-62$5,947,550$557,048$8,985iApproximate average salary by contribution assumption: employee only about $224,616 at 4% or $149,744 at 6%; with 50% employer match about $149,744 at 4% or $99,829 at 6%; with 100% employer match about $112,308 at 4% or $74,872 at 6%.
2011152$4,796,908$440,231$8,466iApproximate average salary by contribution assumption: employee only about $211,650 at 4% or $141,100 at 6%; with 50% employer match about $141,100 at 4% or $94,066 at 6%; with 100% employer match about $105,825 at 4% or $70,550 at 6%.
Walter & Shuffain PC. 401K Plan-52$4,796,908$440,231$8,466iApproximate average salary by contribution assumption: employee only about $211,650 at 4% or $141,100 at 6%; with 50% employer match about $141,100 at 4% or $94,066 at 6%; with 100% employer match about $105,825 at 4% or $70,550 at 6%.
2010158$4,569,259$413,657$7,132iApproximate average salary by contribution assumption: employee only about $178,300 at 4% or $118,867 at 6%; with 50% employer match about $118,867 at 4% or $79,245 at 6%; with 100% employer match about $89,150 at 4% or $59,433 at 6%.
Walter & Shuffain PC. 401K Plan-58$4,569,259$413,657$7,132iApproximate average salary by contribution assumption: employee only about $178,300 at 4% or $118,867 at 6%; with 50% employer match about $118,867 at 4% or $79,245 at 6%; with 100% employer match about $89,150 at 4% or $59,433 at 6%.
2009158$3,689,555$421,110$7,261iApproximate average salary by contribution assumption: employee only about $181,513 at 4% or $121,009 at 6%; with 50% employer match about $121,009 at 4% or $80,672 at 6%; with 100% employer match about $90,756 at 4% or $60,504 at 6%.
Walter & Shuffain PC. 401K Plan-58$3,689,555$421,110$7,261iApproximate average salary by contribution assumption: employee only about $181,513 at 4% or $121,009 at 6%; with 50% employer match about $121,009 at 4% or $80,672 at 6%; with 100% employer match about $90,756 at 4% or $60,504 at 6%.
2008149$2,636,664$402,487$8,214iApproximate average salary by contribution assumption: employee only about $205,351 at 4% or $136,900 at 6%; with 50% employer match about $136,900 at 4% or $91,267 at 6%; with 100% employer match about $102,675 at 4% or $68,450 at 6%.
Walter & Shuffain PC. 401K Plan-49$2,636,664$402,487$8,214iApproximate average salary by contribution assumption: employee only about $205,351 at 4% or $136,900 at 6%; with 50% employer match about $136,900 at 4% or $91,267 at 6%; with 100% employer match about $102,675 at 4% or $68,450 at 6%.
2007144$0$0-
Walter & Shuffain PC. 401K Plan-44---
2006144$3,097,526$426,288$9,688iApproximate average salary by contribution assumption: employee only about $242,209 at 4% or $161,473 at 6%; with 50% employer match about $161,473 at 4% or $107,648 at 6%; with 100% employer match about $121,105 at 4% or $80,736 at 6%.
Walter & Shuffain PC. 401K Plan-44$3,097,526$426,288$9,688iApproximate average salary by contribution assumption: employee only about $242,209 at 4% or $161,473 at 6%; with 50% employer match about $161,473 at 4% or $107,648 at 6%; with 100% employer match about $121,105 at 4% or $80,736 at 6%.
2005133$2,431,158$346,275$10,493iApproximate average salary by contribution assumption: employee only about $262,330 at 4% or $174,886 at 6%; with 50% employer match about $174,886 at 4% or $116,591 at 6%; with 100% employer match about $131,165 at 4% or $87,443 at 6%.
Walter & Shuffain PC. 401K Plan-33$2,431,158$346,275$10,493iApproximate average salary by contribution assumption: employee only about $262,330 at 4% or $174,886 at 6%; with 50% employer match about $174,886 at 4% or $116,591 at 6%; with 100% employer match about $131,165 at 4% or $87,443 at 6%.
2004132$2,068,402$318,887$9,965iApproximate average salary by contribution assumption: employee only about $249,130 at 4% or $166,087 at 6%; with 50% employer match about $166,087 at 4% or $110,725 at 6%; with 100% employer match about $124,565 at 4% or $83,043 at 6%.
Walter & Shuffain PC. 401K Plan-32$2,068,402$318,887$9,965iApproximate average salary by contribution assumption: employee only about $249,130 at 4% or $166,087 at 6%; with 50% employer match about $166,087 at 4% or $110,725 at 6%; with 100% employer match about $124,565 at 4% or $83,043 at 6%.
2003135$0$0-
Walter & Shuffain PC. 401K Plan-35---
2002130$0$0-
Walter & Shuffain PC. 401K Plan-30---
2001131$0$0-
Walter & Shuffain PC. 401K Plan-31---
2000136$716,690$154,029$4,279iApproximate average salary by contribution assumption: employee only about $106,965 at 4% or $71,310 at 6%; with 50% employer match about $71,310 at 4% or $47,540 at 6%; with 100% employer match about $53,482 at 4% or $35,655 at 6%.
Walter & Shuffain PC. 401K Plan-36$716,690$154,029$4,279iApproximate average salary by contribution assumption: employee only about $106,965 at 4% or $71,310 at 6%; with 50% employer match about $71,310 at 4% or $47,540 at 6%; with 100% employer match about $53,482 at 4% or $35,655 at 6%.
1999133$600,772$156,174$4,733iApproximate average salary by contribution assumption: employee only about $118,314 at 4% or $78,876 at 6%; with 50% employer match about $78,876 at 4% or $52,584 at 6%; with 100% employer match about $59,157 at 4% or $39,438 at 6%.
Walter & Shuffain PC. 401K Plan-33$600,772$156,174$4,733iApproximate average salary by contribution assumption: employee only about $118,314 at 4% or $78,876 at 6%; with 50% employer match about $78,876 at 4% or $52,584 at 6%; with 100% employer match about $59,157 at 4% or $39,438 at 6%.
Walter & Shuffain PC. | EIN 04-3236498 | 2024 Form 5500 Company Profile