Civic Intelligence

Poerio & Walter Inc.

Plan context: Poerio & Walter Inc. 401(K) Profit Sharing Plan

EIN 20-8133858 • 18 filings • 3 plans

Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$3,365,827

2024 Contributions

$101,637

Historical Graphs

Total Assets Over Time

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

$3,365,827$1,682,914$0200820162024YearValue
$3,365,827Latest year 2024

Participants Over Time

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

1160200720162024YearValue
5Latest 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
202415$3,365,827$101,637$20,327iApproximate average salary by contribution assumption: employee only about $508,185 at 4% or $338,790 at 6%; with 50% employer match about $338,790 at 4% or $225,860 at 6%; with 100% employer match about $254,093 at 4% or $169,395 at 6%.
Poerio & Walter Inc. 401(K) Profit Sharing Plan-5$3,365,827$101,637$20,327iApproximate average salary by contribution assumption: employee only about $508,185 at 4% or $338,790 at 6%; with 50% employer match about $338,790 at 4% or $225,860 at 6%; with 100% employer match about $254,093 at 4% or $169,395 at 6%.
202315$2,836,889$75,292$15,058iApproximate average salary by contribution assumption: employee only about $376,460 at 4% or $250,973 at 6%; with 50% employer match about $250,973 at 4% or $167,316 at 6%; with 100% employer match about $188,230 at 4% or $125,487 at 6%.
Poerio & Walter Inc. 401(K) Profit Sharing Plan-5$2,836,889$75,292$15,058iApproximate average salary by contribution assumption: employee only about $376,460 at 4% or $250,973 at 6%; with 50% employer match about $250,973 at 4% or $167,316 at 6%; with 100% employer match about $188,230 at 4% or $125,487 at 6%.
202215$2,275,591$66,773$13,355iApproximate average salary by contribution assumption: employee only about $333,865 at 4% or $222,577 at 6%; with 50% employer match about $222,577 at 4% or $148,384 at 6%; with 100% employer match about $166,933 at 4% or $111,288 at 6%.
Poerio & Walter Inc. 401(K) Profit Sharing Plan-5$2,275,591$66,773$13,355iApproximate average salary by contribution assumption: employee only about $333,865 at 4% or $222,577 at 6%; with 50% employer match about $222,577 at 4% or $148,384 at 6%; with 100% employer match about $166,933 at 4% or $111,288 at 6%.
202116$2,875,999$59,947$9,991iApproximate average salary by contribution assumption: employee only about $249,779 at 4% or $166,519 at 6%; with 50% employer match about $166,519 at 4% or $111,013 at 6%; with 100% employer match about $124,890 at 4% or $83,260 at 6%.
Poerio & Walter Inc. 401(K) Profit Sharing Plan-6$2,875,999$59,947$9,991iApproximate average salary by contribution assumption: employee only about $249,779 at 4% or $166,519 at 6%; with 50% employer match about $166,519 at 4% or $111,013 at 6%; with 100% employer match about $124,890 at 4% or $83,260 at 6%.
202018$2,493,865$60,958$7,620iApproximate average salary by contribution assumption: employee only about $190,494 at 4% or $126,996 at 6%; with 50% employer match about $126,996 at 4% or $84,664 at 6%; with 100% employer match about $95,247 at 4% or $63,498 at 6%.
Poerio & Walter Inc. 401(K) Profit Sharing Plan-8$2,493,865$60,958$7,620iApproximate average salary by contribution assumption: employee only about $190,494 at 4% or $126,996 at 6%; with 50% employer match about $126,996 at 4% or $84,664 at 6%; with 100% employer match about $95,247 at 4% or $63,498 at 6%.
201917$2,034,305$61,891$8,842iApproximate average salary by contribution assumption: employee only about $221,039 at 4% or $147,360 at 6%; with 50% employer match about $147,360 at 4% or $98,240 at 6%; with 100% employer match about $110,520 at 4% or $73,680 at 6%.
Poerio & Walter Inc. 401(K) Profit Sharing Plan-7$2,034,305$61,891$8,842iApproximate average salary by contribution assumption: employee only about $221,039 at 4% or $147,360 at 6%; with 50% employer match about $147,360 at 4% or $98,240 at 6%; with 100% employer match about $110,520 at 4% or $73,680 at 6%.
201816$1,566,807$58,019$9,670iApproximate average salary by contribution assumption: employee only about $241,746 at 4% or $161,164 at 6%; with 50% employer match about $161,164 at 4% or $107,443 at 6%; with 100% employer match about $120,873 at 4% or $80,582 at 6%.
Poerio & Walter Inc. 401(K) Profit Sharing Plan-6$1,566,807$58,019$9,670iApproximate average salary by contribution assumption: employee only about $241,746 at 4% or $161,164 at 6%; with 50% employer match about $161,164 at 4% or $107,443 at 6%; with 100% employer match about $120,873 at 4% or $80,582 at 6%.
201716$1,595,480$78,221$13,037iApproximate average salary by contribution assumption: employee only about $325,921 at 4% or $217,281 at 6%; with 50% employer match about $217,281 at 4% or $144,854 at 6%; with 100% employer match about $162,960 at 4% or $108,640 at 6%.
Poerio & Walter Inc. 401(K) Profit Sharing Plan-6$1,595,480$78,221$13,037iApproximate average salary by contribution assumption: employee only about $325,921 at 4% or $217,281 at 6%; with 50% employer match about $217,281 at 4% or $144,854 at 6%; with 100% employer match about $162,960 at 4% or $108,640 at 6%.
201616$1,245,837$59,198$9,866iApproximate average salary by contribution assumption: employee only about $246,658 at 4% or $164,439 at 6%; with 50% employer match about $164,439 at 4% or $109,626 at 6%; with 100% employer match about $123,329 at 4% or $82,219 at 6%.
Poerio & Walter Inc. 401(K) Profit Sharing Plan-6$1,245,837$59,198$9,866iApproximate average salary by contribution assumption: employee only about $246,658 at 4% or $164,439 at 6%; with 50% employer match about $164,439 at 4% or $109,626 at 6%; with 100% employer match about $123,329 at 4% or $82,219 at 6%.
201516$1,102,004$55,223$9,204iApproximate average salary by contribution assumption: employee only about $230,096 at 4% or $153,397 at 6%; with 50% employer match about $153,397 at 4% or $102,265 at 6%; with 100% employer match about $115,048 at 4% or $76,699 at 6%.
Poerio & Walter Inc. 401(K) Profit Sharing Plan-6$1,102,004$55,223$9,204iApproximate average salary by contribution assumption: employee only about $230,096 at 4% or $153,397 at 6%; with 50% employer match about $153,397 at 4% or $102,265 at 6%; with 100% employer match about $115,048 at 4% or $76,699 at 6%.
201417$1,049,021$74,155$10,594iApproximate average salary by contribution assumption: employee only about $264,839 at 4% or $176,560 at 6%; with 50% employer match about $176,560 at 4% or $117,706 at 6%; with 100% employer match about $132,420 at 4% or $88,280 at 6%.
Poerio & Walter Inc. 401(K) Profit Sharing Plan-7$1,049,021$74,155$10,594iApproximate average salary by contribution assumption: employee only about $264,839 at 4% or $176,560 at 6%; with 50% employer match about $176,560 at 4% or $117,706 at 6%; with 100% employer match about $132,420 at 4% or $88,280 at 6%.
201315$932,903$55,291$11,058iApproximate average salary by contribution assumption: employee only about $276,455 at 4% or $184,303 at 6%; with 50% employer match about $184,303 at 4% or $122,869 at 6%; with 100% employer match about $138,228 at 4% or $92,152 at 6%.
Poerio & Walter Inc. 401(K) Profit Sharing Plan-5$932,903$55,291$11,058iApproximate average salary by contribution assumption: employee only about $276,455 at 4% or $184,303 at 6%; with 50% employer match about $184,303 at 4% or $122,869 at 6%; with 100% employer match about $138,228 at 4% or $92,152 at 6%.
201214$696,704$62,531$15,633iApproximate average salary by contribution assumption: employee only about $390,819 at 4% or $260,546 at 6%; with 50% employer match about $260,546 at 4% or $173,697 at 6%; with 100% employer match about $195,409 at 4% or $130,273 at 6%.
Poerio & Walter Inc. 401(K) Profit Sharing Plan-4$696,704$62,531$15,633iApproximate average salary by contribution assumption: employee only about $390,819 at 4% or $260,546 at 6%; with 50% employer match about $260,546 at 4% or $173,697 at 6%; with 100% employer match about $195,409 at 4% or $130,273 at 6%.
201118$671,809$68,173$8,522iApproximate average salary by contribution assumption: employee only about $213,041 at 4% or $142,027 at 6%; with 50% employer match about $142,027 at 4% or $94,685 at 6%; with 100% employer match about $106,520 at 4% or $71,014 at 6%.
Poerio & Walter Inc. 401(K) Profit Sharing Plan-8$671,809$68,173$8,522iApproximate average salary by contribution assumption: employee only about $213,041 at 4% or $142,027 at 6%; with 50% employer match about $142,027 at 4% or $94,685 at 6%; with 100% employer match about $106,520 at 4% or $71,014 at 6%.
201017$650,027$69,996$9,999iApproximate average salary by contribution assumption: employee only about $249,986 at 4% or $166,657 at 6%; with 50% employer match about $166,657 at 4% or $111,105 at 6%; with 100% employer match about $124,993 at 4% or $83,329 at 6%.
Poerio & Walter Inc. 401(K) Profit Sharing Plan-7$650,027$69,996$9,999iApproximate average salary by contribution assumption: employee only about $249,986 at 4% or $166,657 at 6%; with 50% employer match about $166,657 at 4% or $111,105 at 6%; with 100% employer match about $124,993 at 4% or $83,329 at 6%.
200917$511,338$71,818$10,260iApproximate average salary by contribution assumption: employee only about $256,493 at 4% or $170,995 at 6%; with 50% employer match about $170,995 at 4% or $113,997 at 6%; with 100% employer match about $128,246 at 4% or $85,498 at 6%.
Poerio & Walter Inc. 401(K) Profit Sharing Plan-7$511,338$71,818$10,260iApproximate average salary by contribution assumption: employee only about $256,493 at 4% or $170,995 at 6%; with 50% employer match about $170,995 at 4% or $113,997 at 6%; with 100% employer match about $128,246 at 4% or $85,498 at 6%.
2008111$361,260$134,752$12,250iApproximate average salary by contribution assumption: employee only about $306,255 at 4% or $204,170 at 6%; with 50% employer match about $204,170 at 4% or $136,113 at 6%; with 100% employer match about $153,127 at 4% or $102,085 at 6%.
Poerio & Walter Inc. 401(K) Profit Sharing Plan-11$361,260$134,752$12,250iApproximate average salary by contribution assumption: employee only about $306,255 at 4% or $204,170 at 6%; with 50% employer match about $204,170 at 4% or $136,113 at 6%; with 100% employer match about $153,127 at 4% or $102,085 at 6%.
200716$0$0-
Poerio & Walter Inc. 401(K) Profit Sharing Plan-6---