Civic Intelligence

Wall & William Financial Services Group Inc.

Plan context: Wall & William Financial Services Group Inc. 401K Plan

EIN 13-3751059 • Garden City, NY • 20 filings • 1 plans

320 Old Country RoadSuite 203Garden City, NY 11530-1763
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$1,181,732

2024 Contributions

$4,000

Historical Graphs

Total Assets Over Time

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

$3,122,461$1,561,231$0200420142024YearValue
$1,181,732Latest year 2024

Participants Over Time

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

1580200420142024YearValue
4Latest 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
202414$1,181,732$4,000$1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%.
Wall & William Financial Services Group Inc. 401K Plan-4$1,181,732$4,000$1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%.
202313$1,104,967$7,307$2,436iApproximate average salary by contribution assumption: employee only about $60,892 at 4% or $40,594 at 6%; with 50% employer match about $40,594 at 4% or $27,063 at 6%; with 100% employer match about $30,446 at 4% or $20,297 at 6%.
Wall & William Financial Services Group Inc. 401K Plan-3$1,104,967$7,307$2,436iApproximate average salary by contribution assumption: employee only about $60,892 at 4% or $40,594 at 6%; with 50% employer match about $40,594 at 4% or $27,063 at 6%; with 100% employer match about $30,446 at 4% or $20,297 at 6%.
202215$2,580,188$26,193$5,239iApproximate average salary by contribution assumption: employee only about $130,965 at 4% or $87,310 at 6%; with 50% employer match about $87,310 at 4% or $58,207 at 6%; with 100% employer match about $65,483 at 4% or $43,655 at 6%.
Wall & William Financial Services Group Inc. 401K Plan-5$2,580,188$26,193$5,239iApproximate average salary by contribution assumption: employee only about $130,965 at 4% or $87,310 at 6%; with 50% employer match about $87,310 at 4% or $58,207 at 6%; with 100% employer match about $65,483 at 4% or $43,655 at 6%.
202115$3,122,461$24,040$4,808iApproximate average salary by contribution assumption: employee only about $120,200 at 4% or $80,133 at 6%; with 50% employer match about $80,133 at 4% or $53,422 at 6%; with 100% employer match about $60,100 at 4% or $40,067 at 6%.
Wall & William Financial Services Group Inc. 401K Plan-5$3,122,461$24,040$4,808iApproximate average salary by contribution assumption: employee only about $120,200 at 4% or $80,133 at 6%; with 50% employer match about $80,133 at 4% or $53,422 at 6%; with 100% employer match about $60,100 at 4% or $40,067 at 6%.
202015$2,789,932$26,000$5,200iApproximate average salary by contribution assumption: employee only about $130,000 at 4% or $86,667 at 6%; with 50% employer match about $86,667 at 4% or $57,778 at 6%; with 100% employer match about $65,000 at 4% or $43,333 at 6%.
Wall & William Financial Services Group Inc. 401K Plan-5$2,789,932$26,000$5,200iApproximate average salary by contribution assumption: employee only about $130,000 at 4% or $86,667 at 6%; with 50% employer match about $86,667 at 4% or $57,778 at 6%; with 100% employer match about $65,000 at 4% or $43,333 at 6%.
201915$2,448,521$30,905$6,181iApproximate average salary by contribution assumption: employee only about $154,525 at 4% or $103,017 at 6%; with 50% employer match about $103,017 at 4% or $68,678 at 6%; with 100% employer match about $77,263 at 4% or $51,508 at 6%.
Wall & William Financial Services Group Inc. 401K Plan-5$2,448,521$30,905$6,181iApproximate average salary by contribution assumption: employee only about $154,525 at 4% or $103,017 at 6%; with 50% employer match about $103,017 at 4% or $68,678 at 6%; with 100% employer match about $77,263 at 4% or $51,508 at 6%.
201815$2,052,022$17,000$3,400iApproximate average salary by contribution assumption: employee only about $85,000 at 4% or $56,667 at 6%; with 50% employer match about $56,667 at 4% or $37,778 at 6%; with 100% employer match about $42,500 at 4% or $28,333 at 6%.
Wall & William Financial Services Group Inc. 401K Plan-5$2,052,022$17,000$3,400iApproximate average salary by contribution assumption: employee only about $85,000 at 4% or $56,667 at 6%; with 50% employer match about $56,667 at 4% or $37,778 at 6%; with 100% employer match about $42,500 at 4% or $28,333 at 6%.
201716$2,344,319$20,000$3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%.
Wall & William Financial Services Group Inc. 401K Plan-6$2,344,319$20,000$3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%.
201616$2,029,483$18,027$3,005iApproximate average salary by contribution assumption: employee only about $75,113 at 4% or $50,075 at 6%; with 50% employer match about $50,075 at 4% or $33,383 at 6%; with 100% employer match about $37,556 at 4% or $25,038 at 6%.
Wall & William Financial Services Group Inc. 401K Plan-6$2,029,483$18,027$3,005iApproximate average salary by contribution assumption: employee only about $75,113 at 4% or $50,075 at 6%; with 50% employer match about $50,075 at 4% or $33,383 at 6%; with 100% employer match about $37,556 at 4% or $25,038 at 6%.
201416$1,864,526$23,000$3,833iApproximate average salary by contribution assumption: employee only about $95,833 at 4% or $63,889 at 6%; with 50% employer match about $63,889 at 4% or $42,593 at 6%; with 100% employer match about $47,917 at 4% or $31,944 at 6%.
Wall & William Financial Services Group Inc. 401K Plan-6$1,864,526$23,000$3,833iApproximate average salary by contribution assumption: employee only about $95,833 at 4% or $63,889 at 6%; with 50% employer match about $63,889 at 4% or $42,593 at 6%; with 100% employer match about $47,917 at 4% or $31,944 at 6%.
201316$1,773,652$10,009$1,668iApproximate average salary by contribution assumption: employee only about $41,704 at 4% or $27,803 at 6%; with 50% employer match about $27,803 at 4% or $18,535 at 6%; with 100% employer match about $20,852 at 4% or $13,901 at 6%.
Wall & William Financial Services Group Inc. 401K Plan-6$1,773,652$10,009$1,668iApproximate average salary by contribution assumption: employee only about $41,704 at 4% or $27,803 at 6%; with 50% employer match about $27,803 at 4% or $18,535 at 6%; with 100% employer match about $20,852 at 4% or $13,901 at 6%.
201216$1,511,431$39,896$6,649iApproximate average salary by contribution assumption: employee only about $166,233 at 4% or $110,822 at 6%; with 50% employer match about $110,822 at 4% or $73,881 at 6%; with 100% employer match about $83,117 at 4% or $55,411 at 6%.
Wall & William Financial Services Group Inc. 401K Plan-6$1,511,431$39,896$6,649iApproximate average salary by contribution assumption: employee only about $166,233 at 4% or $110,822 at 6%; with 50% employer match about $110,822 at 4% or $73,881 at 6%; with 100% employer match about $83,117 at 4% or $55,411 at 6%.
201119$1,358,879$50,736$5,637iApproximate average salary by contribution assumption: employee only about $140,933 at 4% or $93,956 at 6%; with 50% employer match about $93,956 at 4% or $62,637 at 6%; with 100% employer match about $70,467 at 4% or $46,978 at 6%.
Wall & William Financial Services Group Inc. 401K Plan-9$1,358,879$50,736$5,637iApproximate average salary by contribution assumption: employee only about $140,933 at 4% or $93,956 at 6%; with 50% employer match about $93,956 at 4% or $62,637 at 6%; with 100% employer match about $70,467 at 4% or $46,978 at 6%.
2010110$1,522,741$60,822$6,082iApproximate average salary by contribution assumption: employee only about $152,055 at 4% or $101,370 at 6%; with 50% employer match about $101,370 at 4% or $67,580 at 6%; with 100% employer match about $76,028 at 4% or $50,685 at 6%.
Wall & William Financial Services Group Inc. 401K Plan-10$1,522,741$60,822$6,082iApproximate average salary by contribution assumption: employee only about $152,055 at 4% or $101,370 at 6%; with 50% employer match about $101,370 at 4% or $67,580 at 6%; with 100% employer match about $76,028 at 4% or $50,685 at 6%.
2009110$1,309,887$75,476$7,548iApproximate average salary by contribution assumption: employee only about $188,690 at 4% or $125,793 at 6%; with 50% employer match about $125,793 at 4% or $83,862 at 6%; with 100% employer match about $94,345 at 4% or $62,897 at 6%.
Wall & William Financial Services Group Inc. 401K Plan-10$1,309,887$75,476$7,548iApproximate average salary by contribution assumption: employee only about $188,690 at 4% or $125,793 at 6%; with 50% employer match about $125,793 at 4% or $83,862 at 6%; with 100% employer match about $94,345 at 4% or $62,897 at 6%.
200819$990,917$105,894$11,766iApproximate average salary by contribution assumption: employee only about $294,150 at 4% or $196,100 at 6%; with 50% employer match about $196,100 at 4% or $130,733 at 6%; with 100% employer match about $147,075 at 4% or $98,050 at 6%.
Wall & William Financial Services Group Inc. 401K Plan-9$990,917$105,894$11,766iApproximate average salary by contribution assumption: employee only about $294,150 at 4% or $196,100 at 6%; with 50% employer match about $196,100 at 4% or $130,733 at 6%; with 100% employer match about $147,075 at 4% or $98,050 at 6%.
2007110$1,299,170$97,284$9,728iApproximate average salary by contribution assumption: employee only about $243,210 at 4% or $162,140 at 6%; with 50% employer match about $162,140 at 4% or $108,093 at 6%; with 100% employer match about $121,605 at 4% or $81,070 at 6%.
Wall & William Financial Services Group Inc. 401K Plan-10$1,299,170$97,284$9,728iApproximate average salary by contribution assumption: employee only about $243,210 at 4% or $162,140 at 6%; with 50% employer match about $162,140 at 4% or $108,093 at 6%; with 100% employer match about $121,605 at 4% or $81,070 at 6%.
200619$1,138,105$102,397$11,377iApproximate average salary by contribution assumption: employee only about $284,436 at 4% or $189,624 at 6%; with 50% employer match about $189,624 at 4% or $126,416 at 6%; with 100% employer match about $142,218 at 4% or $94,812 at 6%.
Wall & William Financial Services Group Inc. 401K Plan-9$1,138,105$102,397$11,377iApproximate average salary by contribution assumption: employee only about $284,436 at 4% or $189,624 at 6%; with 50% employer match about $189,624 at 4% or $126,416 at 6%; with 100% employer match about $142,218 at 4% or $94,812 at 6%.
2005111$1,147,031$107,718$9,793iApproximate average salary by contribution assumption: employee only about $244,814 at 4% or $163,209 at 6%; with 50% employer match about $163,209 at 4% or $108,806 at 6%; with 100% employer match about $122,407 at 4% or $81,605 at 6%.
Wall & William Financial Services Group Inc. 401K Plan-11$1,147,031$107,718$9,793iApproximate average salary by contribution assumption: employee only about $244,814 at 4% or $163,209 at 6%; with 50% employer match about $163,209 at 4% or $108,806 at 6%; with 100% employer match about $122,407 at 4% or $81,605 at 6%.
2004115$1,188,422$110,399$7,360iApproximate average salary by contribution assumption: employee only about $183,998 at 4% or $122,666 at 6%; with 50% employer match about $122,666 at 4% or $81,777 at 6%; with 100% employer match about $91,999 at 4% or $61,333 at 6%.
Wall & William Financial Services Group Inc. 401K Plan-15$1,188,422$110,399$7,360iApproximate average salary by contribution assumption: employee only about $183,998 at 4% or $122,666 at 6%; with 50% employer match about $122,666 at 4% or $81,777 at 6%; with 100% employer match about $91,999 at 4% or $61,333 at 6%.