Civic Intelligence

Estes & Walcott Inc.

Plan context: Estes & Walcott 401(K) Plan

EIN 20-3807867 • Dalton, GA • 20 filings • 6 plans

PO Box 749Dalton, GA 30722
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$7,455,300

2025 Contributions

$218,530

Historical Graphs

Total Assets Over Time

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

$7,455,300$3,727,650$0200620172025YearValue
$7,455,300Latest year 2025

Participants Over Time

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

840200620142025YearValue
8Latest year 2025

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
202518$7,455,300$218,530$27,316iApproximate average salary by contribution assumption: employee only about $682,906 at 4% or $455,271 at 6%; with 50% employer match about $455,271 at 4% or $303,514 at 6%; with 100% employer match about $341,453 at 4% or $227,635 at 6%.
Estes & Walcott 401(K) Plan-8$7,455,300$218,530$27,316iApproximate average salary by contribution assumption: employee only about $682,906 at 4% or $455,271 at 6%; with 50% employer match about $455,271 at 4% or $303,514 at 6%; with 100% employer match about $341,453 at 4% or $227,635 at 6%.
202418$6,100,303$228,289$28,536iApproximate average salary by contribution assumption: employee only about $713,403 at 4% or $475,602 at 6%; with 50% employer match about $475,602 at 4% or $317,068 at 6%; with 100% employer match about $356,702 at 4% or $237,801 at 6%.
Estes & Walcott 401(K) Plan-8$6,100,303$228,289$28,536iApproximate average salary by contribution assumption: employee only about $713,403 at 4% or $475,602 at 6%; with 50% employer match about $475,602 at 4% or $317,068 at 6%; with 100% employer match about $356,702 at 4% or $237,801 at 6%.
202316$4,679,836$216,276$36,046iApproximate average salary by contribution assumption: employee only about $901,150 at 4% or $600,767 at 6%; with 50% employer match about $600,767 at 4% or $400,511 at 6%; with 100% employer match about $450,575 at 4% or $300,383 at 6%.
Estes & Walcott Inc. 401K Plan-6$4,679,836$216,276$36,046iApproximate average salary by contribution assumption: employee only about $901,150 at 4% or $600,767 at 6%; with 50% employer match about $600,767 at 4% or $400,511 at 6%; with 100% employer match about $450,575 at 4% or $300,383 at 6%.
202217$3,384,298$146,392$20,913iApproximate average salary by contribution assumption: employee only about $522,829 at 4% or $348,552 at 6%; with 50% employer match about $348,552 at 4% or $232,368 at 6%; with 100% employer match about $261,414 at 4% or $174,276 at 6%.
Estes & Walcott Inc. 401K Plan-7$3,384,298$146,392$20,913iApproximate average salary by contribution assumption: employee only about $522,829 at 4% or $348,552 at 6%; with 50% employer match about $348,552 at 4% or $232,368 at 6%; with 100% employer match about $261,414 at 4% or $174,276 at 6%.
202116$4,730,044$115,521$19,254iApproximate average salary by contribution assumption: employee only about $481,338 at 4% or $320,892 at 6%; with 50% employer match about $320,892 at 4% or $213,928 at 6%; with 100% employer match about $240,669 at 4% or $160,446 at 6%.
Estes & Walcott Inc. 401K Plan-6$4,730,044$115,521$19,254iApproximate average salary by contribution assumption: employee only about $481,338 at 4% or $320,892 at 6%; with 50% employer match about $320,892 at 4% or $213,928 at 6%; with 100% employer match about $240,669 at 4% or $160,446 at 6%.
202016$3,939,005$111,920$18,653iApproximate average salary by contribution assumption: employee only about $466,333 at 4% or $310,889 at 6%; with 50% employer match about $310,889 at 4% or $207,259 at 6%; with 100% employer match about $233,167 at 4% or $155,444 at 6%.
Estes & Walcott Inc. 401K Plan-6$3,939,005$111,920$18,653iApproximate average salary by contribution assumption: employee only about $466,333 at 4% or $310,889 at 6%; with 50% employer match about $310,889 at 4% or $207,259 at 6%; with 100% employer match about $233,167 at 4% or $155,444 at 6%.
201916$3,020,899$104,633$17,439iApproximate average salary by contribution assumption: employee only about $435,971 at 4% or $290,647 at 6%; with 50% employer match about $290,647 at 4% or $193,765 at 6%; with 100% employer match about $217,985 at 4% or $145,324 at 6%.
Estes & Walcott Inc. 401K Plan-6$3,020,899$104,633$17,439iApproximate average salary by contribution assumption: employee only about $435,971 at 4% or $290,647 at 6%; with 50% employer match about $290,647 at 4% or $193,765 at 6%; with 100% employer match about $217,985 at 4% or $145,324 at 6%.
201810$2,290,986$100,861-
Estes & Walcott Inc. 401K Plan-0$2,290,986$100,861-
201710$2,333,921$96,290-
Estes & Walcott Inc. 401K Plan-0$2,333,921$96,290-
201610$1,790,697$98,074-
Estes & Walcott Inc. 401K Plan-0$1,790,697$98,074-
201510$1,574,322$96,306-
Estes & Walcott Inc. 401K Plan-0$1,574,322$96,306-
201417$1,443,619$91,550$13,079iApproximate average salary by contribution assumption: employee only about $326,964 at 4% or $217,976 at 6%; with 50% employer match about $217,976 at 4% or $145,317 at 6%; with 100% employer match about $163,482 at 4% or $108,988 at 6%.
Estes & Walcott Inc. 401K Plan-7$1,443,619$91,550$13,079iApproximate average salary by contribution assumption: employee only about $326,964 at 4% or $217,976 at 6%; with 50% employer match about $217,976 at 4% or $145,317 at 6%; with 100% employer match about $163,482 at 4% or $108,988 at 6%.
201317$1,264,417$93,894$13,413iApproximate average salary by contribution assumption: employee only about $335,336 at 4% or $223,557 at 6%; with 50% employer match about $223,557 at 4% or $149,038 at 6%; with 100% employer match about $167,668 at 4% or $111,779 at 6%.
Estes & Walcott Inc. 401K Plan-7$1,264,417$93,894$13,413iApproximate average salary by contribution assumption: employee only about $335,336 at 4% or $223,557 at 6%; with 50% employer match about $223,557 at 4% or $149,038 at 6%; with 100% employer match about $167,668 at 4% or $111,779 at 6%.
201217$917,234$96,865$13,838iApproximate average salary by contribution assumption: employee only about $345,946 at 4% or $230,631 at 6%; with 50% employer match about $230,631 at 4% or $153,754 at 6%; with 100% employer match about $172,973 at 4% or $115,315 at 6%.
Estes & Walcott Inc. 401K Plan-7$917,234$96,865$13,838iApproximate average salary by contribution assumption: employee only about $345,946 at 4% or $230,631 at 6%; with 50% employer match about $230,631 at 4% or $153,754 at 6%; with 100% employer match about $172,973 at 4% or $115,315 at 6%.
201117$684,097$93,754$13,393iApproximate average salary by contribution assumption: employee only about $334,836 at 4% or $223,224 at 6%; with 50% employer match about $223,224 at 4% or $148,816 at 6%; with 100% employer match about $167,418 at 4% or $111,612 at 6%.
Estes & Walcott Inc. 401K Plan-7$684,097$93,754$13,393iApproximate average salary by contribution assumption: employee only about $334,836 at 4% or $223,224 at 6%; with 50% employer match about $223,224 at 4% or $148,816 at 6%; with 100% employer match about $167,418 at 4% or $111,612 at 6%.
201016$633,996$83,232$13,872iApproximate average salary by contribution assumption: employee only about $346,800 at 4% or $231,200 at 6%; with 50% employer match about $231,200 at 4% or $154,133 at 6%; with 100% employer match about $173,400 at 4% or $115,600 at 6%.
Estes & Walcott Inc. 401K Plan-6$633,996$83,232$13,872iApproximate average salary by contribution assumption: employee only about $346,800 at 4% or $231,200 at 6%; with 50% employer match about $231,200 at 4% or $154,133 at 6%; with 100% employer match about $173,400 at 4% or $115,600 at 6%.
200915$548,199$83,407$16,681iApproximate average salary by contribution assumption: employee only about $417,035 at 4% or $278,023 at 6%; with 50% employer match about $278,023 at 4% or $185,349 at 6%; with 100% employer match about $208,518 at 4% or $139,012 at 6%.
Estes & Walcott Inc. 401K Plan-5$548,199$83,407$16,681iApproximate average salary by contribution assumption: employee only about $417,035 at 4% or $278,023 at 6%; with 50% employer match about $278,023 at 4% or $185,349 at 6%; with 100% employer match about $208,518 at 4% or $139,012 at 6%.
200814$0$0-
Estes & Walcott Inc. 401K Plan-4---
200715$0$0-
Estes & Walcott Inc. 401K Plan-5---
200615$295,685$269,097$53,819iApproximate average salary by contribution assumption: employee only about $1,345,485 at 4% or $896,990 at 6%; with 50% employer match about $896,990 at 4% or $597,993 at 6%; with 100% employer match about $672,743 at 4% or $448,495 at 6%.
Estes & Walcott Inc. 401K Plan-5$295,685$269,097$53,819iApproximate average salary by contribution assumption: employee only about $1,345,485 at 4% or $896,990 at 6%; with 50% employer match about $896,990 at 4% or $597,993 at 6%; with 100% employer match about $672,743 at 4% or $448,495 at 6%.