Civic Intelligence

Jimmy D Walker, CPA PC

Plan context: Jimmy D Walker, CPA PC 401(K) P/S Plan

EIN 20-5253876 • Southlake, TX • 6 filings • 1 plans

515 W Southlake Blvd Ste 177Southlake, TX 76092
Current Snapshot

Latest Year

2021

2021 Participants

1

2021 Assets

$274,081

2021 Contributions

$37,698

Historical Graphs

Total Assets Over Time

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

$274,081$137,041$0201620192021YearValue
$274,081Latest year 2021

Participants Over Time

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

210201620192021YearValue
1Latest year 2021

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
202111$274,081$37,698$37,698iApproximate average salary by contribution assumption: employee only about $942,450 at 4% or $628,300 at 6%; with 50% employer match about $628,300 at 4% or $418,867 at 6%; with 100% employer match about $471,225 at 4% or $314,150 at 6%.
Jimmy D Walker, CPA PC 401(K) P/S Plan-1$274,081$37,698$37,698iApproximate average salary by contribution assumption: employee only about $942,450 at 4% or $628,300 at 6%; with 50% employer match about $628,300 at 4% or $418,867 at 6%; with 100% employer match about $471,225 at 4% or $314,150 at 6%.
202012$231,676$39,732$19,866iApproximate average salary by contribution assumption: employee only about $496,650 at 4% or $331,100 at 6%; with 50% employer match about $331,100 at 4% or $220,733 at 6%; with 100% employer match about $248,325 at 4% or $165,550 at 6%.
Jimmy D Walker, CPA PC 401(K) P/S Plan-2$231,676$39,732$19,866iApproximate average salary by contribution assumption: employee only about $496,650 at 4% or $331,100 at 6%; with 50% employer match about $331,100 at 4% or $220,733 at 6%; with 100% employer match about $248,325 at 4% or $165,550 at 6%.
201912$156,959$35,904$17,952iApproximate average salary by contribution assumption: employee only about $448,800 at 4% or $299,200 at 6%; with 50% employer match about $299,200 at 4% or $199,467 at 6%; with 100% employer match about $224,400 at 4% or $149,600 at 6%.
Jimmy D Walker, CPA PC 401(K) P/S Plan-2$156,959$35,904$17,952iApproximate average salary by contribution assumption: employee only about $448,800 at 4% or $299,200 at 6%; with 50% employer match about $299,200 at 4% or $199,467 at 6%; with 100% employer match about $224,400 at 4% or $149,600 at 6%.
201812$91,115$35,416$17,708iApproximate average salary by contribution assumption: employee only about $442,700 at 4% or $295,133 at 6%; with 50% employer match about $295,133 at 4% or $196,756 at 6%; with 100% employer match about $221,350 at 4% or $147,567 at 6%.
Jimmy D Walker, CPA PC 401(K) P/S Plan-2$91,115$35,416$17,708iApproximate average salary by contribution assumption: employee only about $442,700 at 4% or $295,133 at 6%; with 50% employer match about $295,133 at 4% or $196,756 at 6%; with 100% employer match about $221,350 at 4% or $147,567 at 6%.
201712$61,539$30,834$15,417iApproximate average salary by contribution assumption: employee only about $385,425 at 4% or $256,950 at 6%; with 50% employer match about $256,950 at 4% or $171,300 at 6%; with 100% employer match about $192,713 at 4% or $128,475 at 6%.
Jimmy D Walker, CPA PC 401(K) P/S Plan-2$61,539$30,834$15,417iApproximate average salary by contribution assumption: employee only about $385,425 at 4% or $256,950 at 6%; with 50% employer match about $256,950 at 4% or $171,300 at 6%; with 100% employer match about $192,713 at 4% or $128,475 at 6%.
201612$23,853$22,674$11,337iApproximate average salary by contribution assumption: employee only about $283,425 at 4% or $188,950 at 6%; with 50% employer match about $188,950 at 4% or $125,967 at 6%; with 100% employer match about $141,713 at 4% or $94,475 at 6%.
Jimmy D Walker, CPA PC 401(K) P/S Plan-2$23,853$22,674$11,337iApproximate average salary by contribution assumption: employee only about $283,425 at 4% or $188,950 at 6%; with 50% employer match about $188,950 at 4% or $125,967 at 6%; with 100% employer match about $141,713 at 4% or $94,475 at 6%.