Civic Intelligence

Walsh Jones Agency Inc.

Plan context: Walsh Jones Agency Inc. Simple 401K Plan

EIN 16-1063621 • West Seneca, NY • 23 filings • 5 plans

1471 Union RoadWest Seneca, NY 14224
Current Snapshot

Latest Year

2024

2024 Participants

20

2024 Assets

$3,398,065

2024 Contributions

$141,710

Historical Graphs

Total Assets Over Time

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

$3,398,065$1,699,033$0199920102024YearValue
$3,398,065Latest year 2024

Participants Over Time

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

20100199920102024YearValue
20Latest 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
2024120$3,398,065$141,710$7,086iApproximate average salary by contribution assumption: employee only about $177,138 at 4% or $118,092 at 6%; with 50% employer match about $118,092 at 4% or $78,728 at 6%; with 100% employer match about $88,569 at 4% or $59,046 at 6%.
Walsh Jones Agency Inc. Simple 401K Plan-20$3,398,065$141,710$7,086iApproximate average salary by contribution assumption: employee only about $177,138 at 4% or $118,092 at 6%; with 50% employer match about $118,092 at 4% or $78,728 at 6%; with 100% employer match about $88,569 at 4% or $59,046 at 6%.
2023120$3,109,080$136,085$6,804iApproximate average salary by contribution assumption: employee only about $170,106 at 4% or $113,404 at 6%; with 50% employer match about $113,404 at 4% or $75,603 at 6%; with 100% employer match about $85,053 at 4% or $56,702 at 6%.
Walsh Jones Agency Inc. Simple 401K Plan-20$3,109,080$136,085$6,804iApproximate average salary by contribution assumption: employee only about $170,106 at 4% or $113,404 at 6%; with 50% employer match about $113,404 at 4% or $75,603 at 6%; with 100% employer match about $85,053 at 4% or $56,702 at 6%.
2022120$2,654,008$128,255$6,413iApproximate average salary by contribution assumption: employee only about $160,319 at 4% or $106,879 at 6%; with 50% employer match about $106,879 at 4% or $71,253 at 6%; with 100% employer match about $80,159 at 4% or $53,440 at 6%.
Walsh Jones Agency Inc. Simple 401K Plan-20$2,654,008$128,255$6,413iApproximate average salary by contribution assumption: employee only about $160,319 at 4% or $106,879 at 6%; with 50% employer match about $106,879 at 4% or $71,253 at 6%; with 100% employer match about $80,159 at 4% or $53,440 at 6%.
2021118$3,149,890$96,356$5,353iApproximate average salary by contribution assumption: employee only about $133,828 at 4% or $89,219 at 6%; with 50% employer match about $89,219 at 4% or $59,479 at 6%; with 100% employer match about $66,914 at 4% or $44,609 at 6%.
Walsh Jones Agency Inc. Simple 401K Plan-18$3,149,890$96,356$5,353iApproximate average salary by contribution assumption: employee only about $133,828 at 4% or $89,219 at 6%; with 50% employer match about $89,219 at 4% or $59,479 at 6%; with 100% employer match about $66,914 at 4% or $44,609 at 6%.
2020116$2,557,797$228,063$14,254iApproximate average salary by contribution assumption: employee only about $356,348 at 4% or $237,566 at 6%; with 50% employer match about $237,566 at 4% or $158,377 at 6%; with 100% employer match about $178,174 at 4% or $118,783 at 6%.
Walsh Jones Agency Inc. Simple 401K Plan-16$2,557,797$228,063$14,254iApproximate average salary by contribution assumption: employee only about $356,348 at 4% or $237,566 at 6%; with 50% employer match about $237,566 at 4% or $158,377 at 6%; with 100% employer match about $178,174 at 4% or $118,783 at 6%.
201619$652,319$89,721$9,969iApproximate average salary by contribution assumption: employee only about $249,225 at 4% or $166,150 at 6%; with 50% employer match about $166,150 at 4% or $110,767 at 6%; with 100% employer match about $124,613 at 4% or $83,075 at 6%.
Walsh Jones Agency Inc. Simple 401K Plan-9$652,319$89,721$9,969iApproximate average salary by contribution assumption: employee only about $249,225 at 4% or $166,150 at 6%; with 50% employer match about $166,150 at 4% or $110,767 at 6%; with 100% employer match about $124,613 at 4% or $83,075 at 6%.
201519$450,737$19,534$2,170iApproximate average salary by contribution assumption: employee only about $54,261 at 4% or $36,174 at 6%; with 50% employer match about $36,174 at 4% or $24,116 at 6%; with 100% employer match about $27,131 at 4% or $18,087 at 6%.
Walsh Jones Agency Inc. Simple 401K Plan-9$450,737$19,534$2,170iApproximate average salary by contribution assumption: employee only about $54,261 at 4% or $36,174 at 6%; with 50% employer match about $36,174 at 4% or $24,116 at 6%; with 100% employer match about $27,131 at 4% or $18,087 at 6%.
2014112$608,950$38,287$3,191iApproximate average salary by contribution assumption: employee only about $79,765 at 4% or $53,176 at 6%; with 50% employer match about $53,176 at 4% or $35,451 at 6%; with 100% employer match about $39,882 at 4% or $26,588 at 6%.
Walsh Jones Agency Inc. Simple 401K Plan-12$608,950$38,287$3,191iApproximate average salary by contribution assumption: employee only about $79,765 at 4% or $53,176 at 6%; with 50% employer match about $53,176 at 4% or $35,451 at 6%; with 100% employer match about $39,882 at 4% or $26,588 at 6%.
2013111$622,943$38,679$3,516iApproximate average salary by contribution assumption: employee only about $87,907 at 4% or $58,605 at 6%; with 50% employer match about $58,605 at 4% or $39,070 at 6%; with 100% employer match about $43,953 at 4% or $29,302 at 6%.
Walsh Jones Agency Inc. Simple 401K Plan-11$622,943$38,679$3,516iApproximate average salary by contribution assumption: employee only about $87,907 at 4% or $58,605 at 6%; with 50% employer match about $58,605 at 4% or $39,070 at 6%; with 100% employer match about $43,953 at 4% or $29,302 at 6%.
2012110$492,740$51,476$5,148iApproximate average salary by contribution assumption: employee only about $128,690 at 4% or $85,793 at 6%; with 50% employer match about $85,793 at 4% or $57,196 at 6%; with 100% employer match about $64,345 at 4% or $42,897 at 6%.
Walsh Jones Agency Inc. Simple 401K Plan-10$492,740$51,476$5,148iApproximate average salary by contribution assumption: employee only about $128,690 at 4% or $85,793 at 6%; with 50% employer match about $85,793 at 4% or $57,196 at 6%; with 100% employer match about $64,345 at 4% or $42,897 at 6%.
2011110$388,900$67,962$6,796iApproximate average salary by contribution assumption: employee only about $169,905 at 4% or $113,270 at 6%; with 50% employer match about $113,270 at 4% or $75,513 at 6%; with 100% employer match about $84,953 at 4% or $56,635 at 6%.
Walsh Jones Agency Inc. Simple 401K Plan-10$388,900$67,962$6,796iApproximate average salary by contribution assumption: employee only about $169,905 at 4% or $113,270 at 6%; with 50% employer match about $113,270 at 4% or $75,513 at 6%; with 100% employer match about $84,953 at 4% or $56,635 at 6%.
201019$411,759$45,013$5,001iApproximate average salary by contribution assumption: employee only about $125,036 at 4% or $83,357 at 6%; with 50% employer match about $83,357 at 4% or $55,572 at 6%; with 100% employer match about $62,518 at 4% or $41,679 at 6%.
Walsh Jones Agency Inc. Simple 401K Plan-9$411,759$45,013$5,001iApproximate average salary by contribution assumption: employee only about $125,036 at 4% or $83,357 at 6%; with 50% employer match about $83,357 at 4% or $55,572 at 6%; with 100% employer match about $62,518 at 4% or $41,679 at 6%.
200919$319,198$45,036$5,004iApproximate average salary by contribution assumption: employee only about $125,100 at 4% or $83,400 at 6%; with 50% employer match about $83,400 at 4% or $55,600 at 6%; with 100% employer match about $62,550 at 4% or $41,700 at 6%.
Walsh Jones Agency Inc. Simple 401K Plan-9$319,198$45,036$5,004iApproximate average salary by contribution assumption: employee only about $125,100 at 4% or $83,400 at 6%; with 50% employer match about $83,400 at 4% or $55,600 at 6%; with 100% employer match about $62,550 at 4% or $41,700 at 6%.
2008110$434,731$69,996$7,000iApproximate average salary by contribution assumption: employee only about $174,990 at 4% or $116,660 at 6%; with 50% employer match about $116,660 at 4% or $77,773 at 6%; with 100% employer match about $87,495 at 4% or $58,330 at 6%.
Walsh Jones Agency Inc. Simple 401K Plan-10$434,731$69,996$7,000iApproximate average salary by contribution assumption: employee only about $174,990 at 4% or $116,660 at 6%; with 50% employer match about $116,660 at 4% or $77,773 at 6%; with 100% employer match about $87,495 at 4% or $58,330 at 6%.
2007112$507,491$69,919$5,827iApproximate average salary by contribution assumption: employee only about $145,665 at 4% or $97,110 at 6%; with 50% employer match about $97,110 at 4% or $64,740 at 6%; with 100% employer match about $72,832 at 4% or $48,555 at 6%.
Walsh Jones Agency Inc. Simple 401K Plan-12$507,491$69,919$5,827iApproximate average salary by contribution assumption: employee only about $145,665 at 4% or $97,110 at 6%; with 50% employer match about $97,110 at 4% or $64,740 at 6%; with 100% employer match about $72,832 at 4% or $48,555 at 6%.
2006111$439,162$64,552$5,868iApproximate average salary by contribution assumption: employee only about $146,709 at 4% or $97,806 at 6%; with 50% employer match about $97,806 at 4% or $65,204 at 6%; with 100% employer match about $73,355 at 4% or $48,903 at 6%.
Walsh Jones Agency Inc. Simple 401K Plan-11$439,162$64,552$5,868iApproximate average salary by contribution assumption: employee only about $146,709 at 4% or $97,806 at 6%; with 50% employer match about $97,806 at 4% or $65,204 at 6%; with 100% employer match about $73,355 at 4% or $48,903 at 6%.
200518$348,786$57,093$7,137iApproximate average salary by contribution assumption: employee only about $178,416 at 4% or $118,944 at 6%; with 50% employer match about $118,944 at 4% or $79,296 at 6%; with 100% employer match about $89,208 at 4% or $59,472 at 6%.
Walsh Jones Agency Inc. Simple 401K Plan-8$348,786$57,093$7,137iApproximate average salary by contribution assumption: employee only about $178,416 at 4% or $118,944 at 6%; with 50% employer match about $118,944 at 4% or $79,296 at 6%; with 100% employer match about $89,208 at 4% or $59,472 at 6%.
200419$275,412$56,928$6,325iApproximate average salary by contribution assumption: employee only about $158,133 at 4% or $105,422 at 6%; with 50% employer match about $105,422 at 4% or $70,281 at 6%; with 100% employer match about $79,067 at 4% or $52,711 at 6%.
Walsh Jones Agency Inc. Simple 401K Plan-9$275,412$56,928$6,325iApproximate average salary by contribution assumption: employee only about $158,133 at 4% or $105,422 at 6%; with 50% employer match about $105,422 at 4% or $70,281 at 6%; with 100% employer match about $79,067 at 4% or $52,711 at 6%.
2003110$211,029$69,423$6,942iApproximate average salary by contribution assumption: employee only about $173,558 at 4% or $115,705 at 6%; with 50% employer match about $115,705 at 4% or $77,137 at 6%; with 100% employer match about $86,779 at 4% or $57,853 at 6%.
Walsh Jones Agency Inc. Simple 401K Plan-10$211,029$69,423$6,942iApproximate average salary by contribution assumption: employee only about $173,558 at 4% or $115,705 at 6%; with 50% employer match about $115,705 at 4% or $77,137 at 6%; with 100% employer match about $86,779 at 4% or $57,853 at 6%.
200218$107,379$42,131$5,266iApproximate average salary by contribution assumption: employee only about $131,659 at 4% or $87,773 at 6%; with 50% employer match about $87,773 at 4% or $58,515 at 6%; with 100% employer match about $65,830 at 4% or $43,886 at 6%.
Walsh Jones Agency Inc. Simple 401K Plan-8$107,379$42,131$5,266iApproximate average salary by contribution assumption: employee only about $131,659 at 4% or $87,773 at 6%; with 50% employer match about $87,773 at 4% or $58,515 at 6%; with 100% employer match about $65,830 at 4% or $43,886 at 6%.
200118$83,675$33,648$4,206iApproximate average salary by contribution assumption: employee only about $105,150 at 4% or $70,100 at 6%; with 50% employer match about $70,100 at 4% or $46,733 at 6%; with 100% employer match about $52,575 at 4% or $35,050 at 6%.
Walsh Jones Agency Inc. Simple 401K Plan-8$83,675$33,648$4,206iApproximate average salary by contribution assumption: employee only about $105,150 at 4% or $70,100 at 6%; with 50% employer match about $70,100 at 4% or $46,733 at 6%; with 100% employer match about $52,575 at 4% or $35,050 at 6%.
200018$66,964$27,995$3,499iApproximate average salary by contribution assumption: employee only about $87,484 at 4% or $58,323 at 6%; with 50% employer match about $58,323 at 4% or $38,882 at 6%; with 100% employer match about $43,742 at 4% or $29,161 at 6%.
Walsh Jones Agency Inc. Simple 401K Plan-8$66,964$27,995$3,499iApproximate average salary by contribution assumption: employee only about $87,484 at 4% or $58,323 at 6%; with 50% employer match about $58,323 at 4% or $38,882 at 6%; with 100% employer match about $43,742 at 4% or $29,161 at 6%.
199919$67,133$24,121$2,680iApproximate average salary by contribution assumption: employee only about $67,003 at 4% or $44,669 at 6%; with 50% employer match about $44,669 at 4% or $29,779 at 6%; with 100% employer match about $33,501 at 4% or $22,334 at 6%.
Walsh Jones Agency Inc. Simple 401K Plan-9$67,133$24,121$2,680iApproximate average salary by contribution assumption: employee only about $67,003 at 4% or $44,669 at 6%; with 50% employer match about $44,669 at 4% or $29,779 at 6%; with 100% employer match about $33,501 at 4% or $22,334 at 6%.