Civic Intelligence

Wallen-Friedman & Floyd, P.A.

Plan context: Wallen-Friedman & Floyd, P.A. 401 K

EIN 04-3678512 • 20 filings • 3 plans

Current Snapshot

Latest Year

2021

2021 Participants

3

2021 Assets

$2,287,077

2021 Contributions

$26,000

Historical Graphs

Total Assets Over Time

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

$2,287,077$1,143,539$0200320132020YearValue
$2,287,077Latest year 2020

Participants Over Time

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

320200220112020YearValue
3Latest year 2020

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
202110$0$0-
Wallen-Friedman & Floyd, P.A. 401 K-0---
202013$2,287,077$26,000$8,667iApproximate average salary by contribution assumption: employee only about $216,667 at 4% or $144,444 at 6%; with 50% employer match about $144,444 at 4% or $96,296 at 6%; with 100% employer match about $108,333 at 4% or $72,222 at 6%.
Wallen-Friedman & Floyd, P.A. 401 K-3$2,287,077$26,000$8,667iApproximate average salary by contribution assumption: employee only about $216,667 at 4% or $144,444 at 6%; with 50% employer match about $144,444 at 4% or $96,296 at 6%; with 100% employer match about $108,333 at 4% or $72,222 at 6%.
201913$2,118,396$49,233$16,411iApproximate average salary by contribution assumption: employee only about $410,275 at 4% or $273,517 at 6%; with 50% employer match about $273,517 at 4% or $182,344 at 6%; with 100% employer match about $205,138 at 4% or $136,758 at 6%.
Wallen-Friedman & Floyd, P.A. 401 K-3$2,118,396$49,233$16,411iApproximate average salary by contribution assumption: employee only about $410,275 at 4% or $273,517 at 6%; with 50% employer match about $273,517 at 4% or $182,344 at 6%; with 100% employer match about $205,138 at 4% or $136,758 at 6%.
201813$1,860,172$82,808$27,603iApproximate average salary by contribution assumption: employee only about $690,067 at 4% or $460,044 at 6%; with 50% employer match about $460,044 at 4% or $306,696 at 6%; with 100% employer match about $345,033 at 4% or $230,022 at 6%.
Wallen-Friedman & Floyd, P.A. 401 K-3$1,860,172$82,808$27,603iApproximate average salary by contribution assumption: employee only about $690,067 at 4% or $460,044 at 6%; with 50% employer match about $460,044 at 4% or $306,696 at 6%; with 100% employer match about $345,033 at 4% or $230,022 at 6%.
201713$1,777,110$126,645$42,215iApproximate average salary by contribution assumption: employee only about $1,055,375 at 4% or $703,583 at 6%; with 50% employer match about $703,583 at 4% or $469,056 at 6%; with 100% employer match about $527,688 at 4% or $351,792 at 6%.
Wallen-Friedman & Floyd, P.A. 401 K-3$1,777,110$126,645$42,215iApproximate average salary by contribution assumption: employee only about $1,055,375 at 4% or $703,583 at 6%; with 50% employer match about $703,583 at 4% or $469,056 at 6%; with 100% employer match about $527,688 at 4% or $351,792 at 6%.
201613$2,039,648$114,650$38,217iApproximate average salary by contribution assumption: employee only about $955,417 at 4% or $636,944 at 6%; with 50% employer match about $636,944 at 4% or $424,630 at 6%; with 100% employer match about $477,708 at 4% or $318,472 at 6%.
Wallen-Friedman & Floyd, P.A. 401 K-3$2,039,648$114,650$38,217iApproximate average salary by contribution assumption: employee only about $955,417 at 4% or $636,944 at 6%; with 50% employer match about $636,944 at 4% or $424,630 at 6%; with 100% employer match about $477,708 at 4% or $318,472 at 6%.
201513$1,843,501$146,026$48,675iApproximate average salary by contribution assumption: employee only about $1,216,883 at 4% or $811,256 at 6%; with 50% employer match about $811,256 at 4% or $540,837 at 6%; with 100% employer match about $608,442 at 4% or $405,628 at 6%.
Wallen-Friedman & Floyd, P.A. 401 K-3$1,843,501$146,026$48,675iApproximate average salary by contribution assumption: employee only about $1,216,883 at 4% or $811,256 at 6%; with 50% employer match about $811,256 at 4% or $540,837 at 6%; with 100% employer match about $608,442 at 4% or $405,628 at 6%.
201413$1,673,946$168,400$56,133iApproximate average salary by contribution assumption: employee only about $1,403,333 at 4% or $935,556 at 6%; with 50% employer match about $935,556 at 4% or $623,704 at 6%; with 100% employer match about $701,667 at 4% or $467,778 at 6%.
Wallen-Friedman & Floyd, P.A. 401 K-3$1,673,946$168,400$56,133iApproximate average salary by contribution assumption: employee only about $1,403,333 at 4% or $935,556 at 6%; with 50% employer match about $935,556 at 4% or $623,704 at 6%; with 100% employer match about $701,667 at 4% or $467,778 at 6%.
201313$1,436,334$159,050$53,017iApproximate average salary by contribution assumption: employee only about $1,325,417 at 4% or $883,611 at 6%; with 50% employer match about $883,611 at 4% or $589,074 at 6%; with 100% employer match about $662,708 at 4% or $441,806 at 6%.
Wallen-Friedman & Floyd, P.A. 401 K-3$1,436,334$159,050$53,017iApproximate average salary by contribution assumption: employee only about $1,325,417 at 4% or $883,611 at 6%; with 50% employer match about $883,611 at 4% or $589,074 at 6%; with 100% employer match about $662,708 at 4% or $441,806 at 6%.
201212$1,233,443$111,000$55,500iApproximate average salary by contribution assumption: employee only about $1,387,500 at 4% or $925,000 at 6%; with 50% employer match about $925,000 at 4% or $616,667 at 6%; with 100% employer match about $693,750 at 4% or $462,500 at 6%.
Wallen-Friedman & Floyd, P.A. 401 K-2$1,233,443$111,000$55,500iApproximate average salary by contribution assumption: employee only about $1,387,500 at 4% or $925,000 at 6%; with 50% employer match about $925,000 at 4% or $616,667 at 6%; with 100% employer match about $693,750 at 4% or $462,500 at 6%.
201112$1,053,487$98,000$49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%.
Wallen-Friedman & Floyd, P.A. 401 K-2$1,053,487$98,000$49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%.
201012$954,949$98,000$49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%.
Wallen-Friedman & Floyd, P.A. 401 K-2$954,949$98,000$49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%.
200912$861,447$98,000$49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%.
Wallen-Friedman & Floyd, P.A. 401 K-2$861,447$98,000$49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%.
200812$749,142$92,000$46,000iApproximate average salary by contribution assumption: employee only about $1,150,000 at 4% or $766,667 at 6%; with 50% employer match about $766,667 at 4% or $511,111 at 6%; with 100% employer match about $575,000 at 4% or $383,333 at 6%.
Wallen-Friedman & Floyd, P.A. 401 K-2$749,142$92,000$46,000iApproximate average salary by contribution assumption: employee only about $1,150,000 at 4% or $766,667 at 6%; with 50% employer match about $766,667 at 4% or $511,111 at 6%; with 100% employer match about $575,000 at 4% or $383,333 at 6%.
200712$0$0-
Wallen-Friedman & Floyd, P.A. 401 K-2---
200612$560,581$88,000$44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%.
Wallen-Friedman & Floyd, P.A. 401 K-2$560,581$88,000$44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%.
200512$0$0-
Wallen-Friedman & Floyd, P.A. 401 K-2---
200412$354,040$52,860$26,430iApproximate average salary by contribution assumption: employee only about $660,750 at 4% or $440,500 at 6%; with 50% employer match about $440,500 at 4% or $293,667 at 6%; with 100% employer match about $330,375 at 4% or $220,250 at 6%.
Wallen-Friedman & Floyd, P.A. 401 K-2$354,040$52,860$26,430iApproximate average salary by contribution assumption: employee only about $660,750 at 4% or $440,500 at 6%; with 50% employer match about $440,500 at 4% or $293,667 at 6%; with 100% employer match about $330,375 at 4% or $220,250 at 6%.
200312$281,015$64,392$32,196iApproximate average salary by contribution assumption: employee only about $804,900 at 4% or $536,600 at 6%; with 50% employer match about $536,600 at 4% or $357,733 at 6%; with 100% employer match about $402,450 at 4% or $268,300 at 6%.
Wallen-Friedman & Floyd, P.A. 401 K-2$281,015$64,392$32,196iApproximate average salary by contribution assumption: employee only about $804,900 at 4% or $536,600 at 6%; with 50% employer match about $536,600 at 4% or $357,733 at 6%; with 100% employer match about $402,450 at 4% or $268,300 at 6%.
200212$0$0-
Wallen-Friedman & Floyd, P.A. 401 K-2---