Civic Intelligence

Waller Smith & Palmer PC

Plan context: Waller, Smith & Palmer PC. 401K Profit Sharing Plan

EIN 06-1014993 • New London, CT • 27 filings • 5 plans

52 Eugene Oneill DrivePO Box 88New London, CT 06320
Current Snapshot

Latest Year

2024

2024 Participants

32

2024 Assets

$6,690,582

2024 Contributions

$258,494

Historical Graphs

Total Assets Over Time

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

$7,359,498$3,679,749$0199920142024YearValue
$6,690,582Latest year 2024

Participants Over Time

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

41210199920122024YearValue
32Latest 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
2024132$6,690,582$258,494$8,078iApproximate average salary by contribution assumption: employee only about $201,948 at 4% or $134,632 at 6%; with 50% employer match about $134,632 at 4% or $89,755 at 6%; with 100% employer match about $100,974 at 4% or $67,316 at 6%.
Waller, Smith & Palmer PC. 401K Profit Sharing Plan-32$6,690,582$258,494$8,078iApproximate average salary by contribution assumption: employee only about $201,948 at 4% or $134,632 at 6%; with 50% employer match about $134,632 at 4% or $89,755 at 6%; with 100% employer match about $100,974 at 4% or $67,316 at 6%.
2023132$6,451,201$294,295$9,197iApproximate average salary by contribution assumption: employee only about $229,918 at 4% or $153,279 at 6%; with 50% employer match about $153,279 at 4% or $102,186 at 6%; with 100% employer match about $114,959 at 4% or $76,639 at 6%.
Waller, Smith & Palmer PC. 401K Profit Sharing Plan-32$6,451,201$294,295$9,197iApproximate average salary by contribution assumption: employee only about $229,918 at 4% or $153,279 at 6%; with 50% employer match about $153,279 at 4% or $102,186 at 6%; with 100% employer match about $114,959 at 4% or $76,639 at 6%.
2022138$5,516,335$270,160$7,109iApproximate average salary by contribution assumption: employee only about $177,737 at 4% or $118,491 at 6%; with 50% employer match about $118,491 at 4% or $78,994 at 6%; with 100% employer match about $88,868 at 4% or $59,246 at 6%.
Waller, Smith & Palmer PC. 401K Profit Sharing Plan-38$5,516,335$270,160$7,109iApproximate average salary by contribution assumption: employee only about $177,737 at 4% or $118,491 at 6%; with 50% employer match about $118,491 at 4% or $78,994 at 6%; with 100% employer match about $88,868 at 4% or $59,246 at 6%.
2021134$6,366,180$238,991$7,029iApproximate average salary by contribution assumption: employee only about $175,729 at 4% or $117,152 at 6%; with 50% employer match about $117,152 at 4% or $78,102 at 6%; with 100% employer match about $87,864 at 4% or $58,576 at 6%.
Waller, Smith & Palmer PC. 401K Profit Sharing Plan-34$6,366,180$238,991$7,029iApproximate average salary by contribution assumption: employee only about $175,729 at 4% or $117,152 at 6%; with 50% employer match about $117,152 at 4% or $78,102 at 6%; with 100% employer match about $87,864 at 4% or $58,576 at 6%.
2020138$5,467,568$227,614$5,990iApproximate average salary by contribution assumption: employee only about $149,746 at 4% or $99,831 at 6%; with 50% employer match about $99,831 at 4% or $66,554 at 6%; with 100% employer match about $74,873 at 4% or $49,915 at 6%.
Waller, Smith & Palmer PC. 401K Profit Sharing Plan-38$5,467,568$227,614$5,990iApproximate average salary by contribution assumption: employee only about $149,746 at 4% or $99,831 at 6%; with 50% employer match about $99,831 at 4% or $66,554 at 6%; with 100% employer match about $74,873 at 4% or $49,915 at 6%.
2019139$4,760,206$192,383$4,933iApproximate average salary by contribution assumption: employee only about $123,322 at 4% or $82,215 at 6%; with 50% employer match about $82,215 at 4% or $54,810 at 6%; with 100% employer match about $61,661 at 4% or $41,107 at 6%.
Waller, Smith & Palmer PC. 401K Profit Sharing Plan-39$4,760,206$192,383$4,933iApproximate average salary by contribution assumption: employee only about $123,322 at 4% or $82,215 at 6%; with 50% employer match about $82,215 at 4% or $54,810 at 6%; with 100% employer match about $61,661 at 4% or $41,107 at 6%.
2018138$4,030,806$161,495$4,250iApproximate average salary by contribution assumption: employee only about $106,247 at 4% or $70,831 at 6%; with 50% employer match about $70,831 at 4% or $47,221 at 6%; with 100% employer match about $53,123 at 4% or $35,416 at 6%.
Waller, Smith & Palmer PC. 401K Profit Sharing Plan-38$4,030,806$161,495$4,250iApproximate average salary by contribution assumption: employee only about $106,247 at 4% or $70,831 at 6%; with 50% employer match about $70,831 at 4% or $47,221 at 6%; with 100% employer match about $53,123 at 4% or $35,416 at 6%.
2017139$4,666,352$206,179$5,287iApproximate average salary by contribution assumption: employee only about $132,166 at 4% or $88,111 at 6%; with 50% employer match about $88,111 at 4% or $58,740 at 6%; with 100% employer match about $66,083 at 4% or $44,055 at 6%.
Waller, Smith & Palmer PC. 401K Profit Sharing Plan-39$4,666,352$206,179$5,287iApproximate average salary by contribution assumption: employee only about $132,166 at 4% or $88,111 at 6%; with 50% employer match about $88,111 at 4% or $58,740 at 6%; with 100% employer match about $66,083 at 4% or $44,055 at 6%.
2016140$4,000,302$187,220$4,681iApproximate average salary by contribution assumption: employee only about $117,013 at 4% or $78,008 at 6%; with 50% employer match about $78,008 at 4% or $52,006 at 6%; with 100% employer match about $58,506 at 4% or $39,004 at 6%.
Waller, Smith & Palmer PC. 401K Profit Sharing Plan-40$4,000,302$187,220$4,681iApproximate average salary by contribution assumption: employee only about $117,013 at 4% or $78,008 at 6%; with 50% employer match about $78,008 at 4% or $52,006 at 6%; with 100% employer match about $58,506 at 4% or $39,004 at 6%.
2015124$3,706,010$188,554$7,856iApproximate average salary by contribution assumption: employee only about $196,410 at 4% or $130,940 at 6%; with 50% employer match about $130,940 at 4% or $87,294 at 6%; with 100% employer match about $98,205 at 4% or $65,470 at 6%.
Waller, Smith & Palmer PC. 401K Profit Sharing Plan-24$3,706,010$188,554$7,856iApproximate average salary by contribution assumption: employee only about $196,410 at 4% or $130,940 at 6%; with 50% employer match about $130,940 at 4% or $87,294 at 6%; with 100% employer match about $98,205 at 4% or $65,470 at 6%.
2014237$7,359,498$316,988$8,567iApproximate average salary by contribution assumption: employee only about $214,181 at 4% or $142,787 at 6%; with 50% employer match about $142,787 at 4% or $95,192 at 6%; with 100% employer match about $107,091 at 4% or $71,394 at 6%.
Waller, Smith & Palmer PC. 401K Profit Sharing Plan-37$3,679,749$158,494$4,284iApproximate average salary by contribution assumption: employee only about $107,091 at 4% or $71,394 at 6%; with 50% employer match about $71,394 at 4% or $47,596 at 6%; with 100% employer match about $53,545 at 4% or $35,697 at 6%.
Waller, Smith & Palmer PC. 401K Profit Sharing Plan-37$3,679,749$158,494$4,284iApproximate average salary by contribution assumption: employee only about $107,091 at 4% or $71,394 at 6%; with 50% employer match about $71,394 at 4% or $47,596 at 6%; with 100% employer match about $53,545 at 4% or $35,697 at 6%.
2013118$3,536,452$149,574$8,310iApproximate average salary by contribution assumption: employee only about $207,742 at 4% or $138,494 at 6%; with 50% employer match about $138,494 at 4% or $92,330 at 6%; with 100% employer match about $103,871 at 4% or $69,247 at 6%.
Waller, Smith & Palmer PC. 401K Profit Sharing Plan-18$3,536,452$149,574$8,310iApproximate average salary by contribution assumption: employee only about $207,742 at 4% or $138,494 at 6%; with 50% employer match about $138,494 at 4% or $92,330 at 6%; with 100% employer match about $103,871 at 4% or $69,247 at 6%.
2012134$2,948,089$123,357$3,628iApproximate average salary by contribution assumption: employee only about $90,704 at 4% or $60,469 at 6%; with 50% employer match about $60,469 at 4% or $40,313 at 6%; with 100% employer match about $45,352 at 4% or $30,235 at 6%.
Waller, Smith & Palmer PC. 401K Profit Sharing Plan-34$2,948,089$123,357$3,628iApproximate average salary by contribution assumption: employee only about $90,704 at 4% or $60,469 at 6%; with 50% employer match about $60,469 at 4% or $40,313 at 6%; with 100% employer match about $45,352 at 4% or $30,235 at 6%.
2011136$2,651,546$113,770$3,160iApproximate average salary by contribution assumption: employee only about $79,007 at 4% or $52,671 at 6%; with 50% employer match about $52,671 at 4% or $35,114 at 6%; with 100% employer match about $39,503 at 4% or $26,336 at 6%.
Waller, Smith & Palmer PC. 401K Profit Sharing Plan-36$2,651,546$113,770$3,160iApproximate average salary by contribution assumption: employee only about $79,007 at 4% or $52,671 at 6%; with 50% employer match about $52,671 at 4% or $35,114 at 6%; with 100% employer match about $39,503 at 4% or $26,336 at 6%.
2010133$3,198,617$132,141$4,004iApproximate average salary by contribution assumption: employee only about $100,107 at 4% or $66,738 at 6%; with 50% employer match about $66,738 at 4% or $44,492 at 6%; with 100% employer match about $50,053 at 4% or $33,369 at 6%.
Waller, Smith & Palmer PC. 401K Profit Sharing Plan-33$3,198,617$132,141$4,004iApproximate average salary by contribution assumption: employee only about $100,107 at 4% or $66,738 at 6%; with 50% employer match about $66,738 at 4% or $44,492 at 6%; with 100% employer match about $50,053 at 4% or $33,369 at 6%.
2009139$3,479,431$118,802$3,046iApproximate average salary by contribution assumption: employee only about $76,155 at 4% or $50,770 at 6%; with 50% employer match about $50,770 at 4% or $33,847 at 6%; with 100% employer match about $38,078 at 4% or $25,385 at 6%.
Waller, Smith & Palmer PC. 401K Profit Sharing Plan-39$3,479,431$118,802$3,046iApproximate average salary by contribution assumption: employee only about $76,155 at 4% or $50,770 at 6%; with 50% employer match about $50,770 at 4% or $33,847 at 6%; with 100% employer match about $38,078 at 4% or $25,385 at 6%.
2008130$0$0-
Waller, Smith & Palmer PC. 401K Profit Sharing Plan-30---
2007126$0$0-
Waller, Smith & Palmer PC. 401K Profit Sharing Plan-26---
2006127$0$0-
Waller, Smith & Palmer PC. 401K Profit Sharing Plan-27---
2005128$2,813,703$174,811$6,243iApproximate average salary by contribution assumption: employee only about $156,081 at 4% or $104,054 at 6%; with 50% employer match about $104,054 at 4% or $69,369 at 6%; with 100% employer match about $78,041 at 4% or $52,027 at 6%.
Waller, Smith & Palmer PC. 401K Profit Sharing Plan-28$2,813,703$174,811$6,243iApproximate average salary by contribution assumption: employee only about $156,081 at 4% or $104,054 at 6%; with 50% employer match about $104,054 at 4% or $69,369 at 6%; with 100% employer match about $78,041 at 4% or $52,027 at 6%.
2004129$2,609,070$381,758$13,164iApproximate average salary by contribution assumption: employee only about $329,102 at 4% or $219,401 at 6%; with 50% employer match about $219,401 at 4% or $146,267 at 6%; with 100% employer match about $164,551 at 4% or $109,701 at 6%.
Waller, Smith & Palmer PC. 401K Profit Sharing Plan-29$2,609,070$381,758$13,164iApproximate average salary by contribution assumption: employee only about $329,102 at 4% or $219,401 at 6%; with 50% employer match about $219,401 at 4% or $146,267 at 6%; with 100% employer match about $164,551 at 4% or $109,701 at 6%.
2003132$2,215,000$168,092$5,253iApproximate average salary by contribution assumption: employee only about $131,322 at 4% or $87,548 at 6%; with 50% employer match about $87,548 at 4% or $58,365 at 6%; with 100% employer match about $65,661 at 4% or $43,774 at 6%.
Waller, Smith & Palmer PC. 401K Profit Sharing Plan-32$2,215,000$168,092$5,253iApproximate average salary by contribution assumption: employee only about $131,322 at 4% or $87,548 at 6%; with 50% employer match about $87,548 at 4% or $58,365 at 6%; with 100% employer match about $65,661 at 4% or $43,774 at 6%.
2002139$1,677,733$267,199$6,851iApproximate average salary by contribution assumption: employee only about $171,281 at 4% or $114,188 at 6%; with 50% employer match about $114,188 at 4% or $76,125 at 6%; with 100% employer match about $85,641 at 4% or $57,094 at 6%.
Waller, Smith & Palmer PC. 401K Profit Sharing Plan-39$1,677,733$267,199$6,851iApproximate average salary by contribution assumption: employee only about $171,281 at 4% or $114,188 at 6%; with 50% employer match about $114,188 at 4% or $76,125 at 6%; with 100% employer match about $85,641 at 4% or $57,094 at 6%.
2001138$0$0-
Waller, Smith & Palmer PC. 401K Profit Sharing Plan-38---
2000138$0$0-
Waller, Smith & Palmer PC. 401K Profit Sharing Plan-38---
1999141$1,525,742$170,182$4,151iApproximate average salary by contribution assumption: employee only about $103,770 at 4% or $69,180 at 6%; with 50% employer match about $69,180 at 4% or $46,120 at 6%; with 100% employer match about $51,885 at 4% or $34,590 at 6%.
Waller, Smith & Palmer PC. 401K Profit Sharing Plan-41$1,525,742$170,182$4,151iApproximate average salary by contribution assumption: employee only about $103,770 at 4% or $69,180 at 6%; with 50% employer match about $69,180 at 4% or $46,120 at 6%; with 100% employer match about $51,885 at 4% or $34,590 at 6%.