Civic Intelligence

Walton Management Services Inc

Plan context: Walton Management Services Inc 401K Profit Sharing Plan & Trust

EIN 22-2446820 • Middletown, NJ • 23 filings • 5 plans

1715 NJ 35, Suite 206Middletown, NJ 07748
Current Snapshot

Latest Year

2024

2024 Participants

36

2024 Assets

$3,087,689

2024 Contributions

$287,658

Historical Graphs

Total Assets Over Time

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

$3,505,107$1,752,554$0199920132024YearValue
$3,087,689Latest year 2024

Participants Over Time

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

48240199920132024YearValue
36Latest 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
2024136$3,087,689$287,658$7,991iApproximate average salary by contribution assumption: employee only about $199,763 at 4% or $133,175 at 6%; with 50% employer match about $133,175 at 4% or $88,783 at 6%; with 100% employer match about $99,881 at 4% or $66,588 at 6%.
Walton Management Services Inc 401K Profit Sharing Plan & Trust-36$3,087,689$287,658$7,991iApproximate average salary by contribution assumption: employee only about $199,763 at 4% or $133,175 at 6%; with 50% employer match about $133,175 at 4% or $88,783 at 6%; with 100% employer match about $99,881 at 4% or $66,588 at 6%.
2023141$2,857,974$216,041$5,269iApproximate average salary by contribution assumption: employee only about $131,732 at 4% or $87,822 at 6%; with 50% employer match about $87,822 at 4% or $58,548 at 6%; with 100% employer match about $65,866 at 4% or $43,911 at 6%.
Walton Management Services Inc 401K Profit Sharing Plan & Trust-41$2,857,974$216,041$5,269iApproximate average salary by contribution assumption: employee only about $131,732 at 4% or $87,822 at 6%; with 50% employer match about $87,822 at 4% or $58,548 at 6%; with 100% employer match about $65,866 at 4% or $43,911 at 6%.
2022145$2,211,091$270,390$6,009iApproximate average salary by contribution assumption: employee only about $150,217 at 4% or $100,144 at 6%; with 50% employer match about $100,144 at 4% or $66,763 at 6%; with 100% employer match about $75,108 at 4% or $50,072 at 6%.
Walton Management Services Inc 401K Profit Sharing Plan & Trust-45$2,211,091$270,390$6,009iApproximate average salary by contribution assumption: employee only about $150,217 at 4% or $100,144 at 6%; with 50% employer match about $100,144 at 4% or $66,763 at 6%; with 100% employer match about $75,108 at 4% or $50,072 at 6%.
2021147$3,505,107$246,243$5,239iApproximate average salary by contribution assumption: employee only about $130,980 at 4% or $87,320 at 6%; with 50% employer match about $87,320 at 4% or $58,213 at 6%; with 100% employer match about $65,490 at 4% or $43,660 at 6%.
Walton Management Services Inc 401K Profit Sharing Plan & Trust-47$3,505,107$246,243$5,239iApproximate average salary by contribution assumption: employee only about $130,980 at 4% or $87,320 at 6%; with 50% employer match about $87,320 at 4% or $58,213 at 6%; with 100% employer match about $65,490 at 4% or $43,660 at 6%.
2020147$2,863,810$248,494$5,287iApproximate average salary by contribution assumption: employee only about $132,178 at 4% or $88,118 at 6%; with 50% employer match about $88,118 at 4% or $58,746 at 6%; with 100% employer match about $66,089 at 4% or $44,059 at 6%.
Walton Management Services Inc 401K Profit Sharing Plan & Trust-47$2,863,810$248,494$5,287iApproximate average salary by contribution assumption: employee only about $132,178 at 4% or $88,118 at 6%; with 50% employer match about $88,118 at 4% or $58,746 at 6%; with 100% employer match about $66,089 at 4% or $44,059 at 6%.
2019144$2,248,928$138,752$3,153iApproximate average salary by contribution assumption: employee only about $78,836 at 4% or $52,558 at 6%; with 50% employer match about $52,558 at 4% or $35,038 at 6%; with 100% employer match about $39,418 at 4% or $26,279 at 6%.
Walton Management Services Inc 401K Profit Sharing Plan & Trust-44$2,248,928$138,752$3,153iApproximate average salary by contribution assumption: employee only about $78,836 at 4% or $52,558 at 6%; with 50% employer match about $52,558 at 4% or $35,038 at 6%; with 100% employer match about $39,418 at 4% or $26,279 at 6%.
2018148$1,919,681$249,204$5,192iApproximate average salary by contribution assumption: employee only about $129,794 at 4% or $86,529 at 6%; with 50% employer match about $86,529 at 4% or $57,686 at 6%; with 100% employer match about $64,897 at 4% or $43,265 at 6%.
Walton Management Services Inc 401K Profit Sharing Plan & Trust-48$1,919,681$249,204$5,192iApproximate average salary by contribution assumption: employee only about $129,794 at 4% or $86,529 at 6%; with 50% employer match about $86,529 at 4% or $57,686 at 6%; with 100% employer match about $64,897 at 4% or $43,265 at 6%.
2017143$1,881,845$181,405$4,219iApproximate average salary by contribution assumption: employee only about $105,468 at 4% or $70,312 at 6%; with 50% employer match about $70,312 at 4% or $46,875 at 6%; with 100% employer match about $52,734 at 4% or $35,156 at 6%.
Walton Management Services Inc 401K Profit Sharing Plan & Trust-43$1,881,845$181,405$4,219iApproximate average salary by contribution assumption: employee only about $105,468 at 4% or $70,312 at 6%; with 50% employer match about $70,312 at 4% or $46,875 at 6%; with 100% employer match about $52,734 at 4% or $35,156 at 6%.
2016140$1,663,230$152,053$3,801iApproximate average salary by contribution assumption: employee only about $95,033 at 4% or $63,355 at 6%; with 50% employer match about $63,355 at 4% or $42,237 at 6%; with 100% employer match about $47,517 at 4% or $31,678 at 6%.
Walton Management Services Inc 401K Profit Sharing Plan & Trust-40$1,663,230$152,053$3,801iApproximate average salary by contribution assumption: employee only about $95,033 at 4% or $63,355 at 6%; with 50% employer match about $63,355 at 4% or $42,237 at 6%; with 100% employer match about $47,517 at 4% or $31,678 at 6%.
2015138$1,493,732$120,568$3,173iApproximate average salary by contribution assumption: employee only about $79,321 at 4% or $52,881 at 6%; with 50% employer match about $52,881 at 4% or $35,254 at 6%; with 100% employer match about $39,661 at 4% or $26,440 at 6%.
Walton Management Services Inc 401K Profit Sharing Plan & Trust-38$1,493,732$120,568$3,173iApproximate average salary by contribution assumption: employee only about $79,321 at 4% or $52,881 at 6%; with 50% employer match about $52,881 at 4% or $35,254 at 6%; with 100% employer match about $39,661 at 4% or $26,440 at 6%.
2014138$1,464,243$154,596$4,068iApproximate average salary by contribution assumption: employee only about $101,708 at 4% or $67,805 at 6%; with 50% employer match about $67,805 at 4% or $45,204 at 6%; with 100% employer match about $50,854 at 4% or $33,903 at 6%.
Walton Management Services Inc 401K Profit Sharing Plan & Trust-38$1,464,243$154,596$4,068iApproximate average salary by contribution assumption: employee only about $101,708 at 4% or $67,805 at 6%; with 50% employer match about $67,805 at 4% or $45,204 at 6%; with 100% employer match about $50,854 at 4% or $33,903 at 6%.
2013131$1,568,875$164,659$5,312iApproximate average salary by contribution assumption: employee only about $132,790 at 4% or $88,526 at 6%; with 50% employer match about $88,526 at 4% or $59,018 at 6%; with 100% employer match about $66,395 at 4% or $44,263 at 6%.
Walton Management Services Inc 401K Profit Sharing Plan & Trust-31$1,568,875$164,659$5,312iApproximate average salary by contribution assumption: employee only about $132,790 at 4% or $88,526 at 6%; with 50% employer match about $88,526 at 4% or $59,018 at 6%; with 100% employer match about $66,395 at 4% or $44,263 at 6%.
2012141$1,366,092$174,864$4,265iApproximate average salary by contribution assumption: employee only about $106,624 at 4% or $71,083 at 6%; with 50% employer match about $71,083 at 4% or $47,389 at 6%; with 100% employer match about $53,312 at 4% or $35,541 at 6%.
Walton Management Services Inc 401K Profit Sharing Plan & Trust-41$1,366,092$174,864$4,265iApproximate average salary by contribution assumption: employee only about $106,624 at 4% or $71,083 at 6%; with 50% employer match about $71,083 at 4% or $47,389 at 6%; with 100% employer match about $53,312 at 4% or $35,541 at 6%.
2011128$1,065,855$183,352$6,548iApproximate average salary by contribution assumption: employee only about $163,707 at 4% or $109,138 at 6%; with 50% employer match about $109,138 at 4% or $72,759 at 6%; with 100% employer match about $81,854 at 4% or $54,569 at 6%.
Walton Management Services Inc 401K Profit Sharing Plan & Trust-28$1,065,855$183,352$6,548iApproximate average salary by contribution assumption: employee only about $163,707 at 4% or $109,138 at 6%; with 50% employer match about $109,138 at 4% or $72,759 at 6%; with 100% employer match about $81,854 at 4% or $54,569 at 6%.
2010125$1,068,862$204,429$8,177iApproximate average salary by contribution assumption: employee only about $204,429 at 4% or $136,286 at 6%; with 50% employer match about $136,286 at 4% or $90,857 at 6%; with 100% employer match about $102,215 at 4% or $68,143 at 6%.
Walton Management Services Inc 401K Profit Sharing Plan & Trust-25$1,068,862$204,429$8,177iApproximate average salary by contribution assumption: employee only about $204,429 at 4% or $136,286 at 6%; with 50% employer match about $136,286 at 4% or $90,857 at 6%; with 100% employer match about $102,215 at 4% or $68,143 at 6%.
2009119$906,399$173,738$9,144iApproximate average salary by contribution assumption: employee only about $228,603 at 4% or $152,402 at 6%; with 50% employer match about $152,402 at 4% or $101,601 at 6%; with 100% employer match about $114,301 at 4% or $76,201 at 6%.
Walton Management Services Inc 401K Profit Sharing Plan & Trust-19$906,399$173,738$9,144iApproximate average salary by contribution assumption: employee only about $228,603 at 4% or $152,402 at 6%; with 50% employer match about $152,402 at 4% or $101,601 at 6%; with 100% employer match about $114,301 at 4% or $76,201 at 6%.
2008122$566,342$140,051$6,366iApproximate average salary by contribution assumption: employee only about $159,149 at 4% or $106,099 at 6%; with 50% employer match about $106,099 at 4% or $70,733 at 6%; with 100% employer match about $79,574 at 4% or $53,050 at 6%.
Walton Management Services Inc 401K Profit Sharing Plan & Trust-22$566,342$140,051$6,366iApproximate average salary by contribution assumption: employee only about $159,149 at 4% or $106,099 at 6%; with 50% employer match about $106,099 at 4% or $70,733 at 6%; with 100% employer match about $79,574 at 4% or $53,050 at 6%.
2006118$519,301$83,176$4,621iApproximate average salary by contribution assumption: employee only about $115,522 at 4% or $77,015 at 6%; with 50% employer match about $77,015 at 4% or $51,343 at 6%; with 100% employer match about $57,761 at 4% or $38,507 at 6%.
Walton Management Services Inc 401K Profit Sharing Plan & Trust-18$519,301$83,176$4,621iApproximate average salary by contribution assumption: employee only about $115,522 at 4% or $77,015 at 6%; with 50% employer match about $77,015 at 4% or $51,343 at 6%; with 100% employer match about $57,761 at 4% or $38,507 at 6%.
2005113$382,848$96,969$7,459iApproximate average salary by contribution assumption: employee only about $186,479 at 4% or $124,319 at 6%; with 50% employer match about $124,319 at 4% or $82,879 at 6%; with 100% employer match about $93,239 at 4% or $62,160 at 6%.
Walton Management Services Inc 401K Profit Sharing Plan & Trust-13$382,848$96,969$7,459iApproximate average salary by contribution assumption: employee only about $186,479 at 4% or $124,319 at 6%; with 50% employer match about $124,319 at 4% or $82,879 at 6%; with 100% employer match about $93,239 at 4% or $62,160 at 6%.
2002111$113,464$46,434$4,221iApproximate average salary by contribution assumption: employee only about $105,532 at 4% or $70,355 at 6%; with 50% employer match about $70,355 at 4% or $46,903 at 6%; with 100% employer match about $52,766 at 4% or $35,177 at 6%.
Walton Management Services Inc 401K Profit Sharing Plan & Trust-11$113,464$46,434$4,221iApproximate average salary by contribution assumption: employee only about $105,532 at 4% or $70,355 at 6%; with 50% employer match about $70,355 at 4% or $46,903 at 6%; with 100% employer match about $52,766 at 4% or $35,177 at 6%.
2001110$88,501$40,986$4,099iApproximate average salary by contribution assumption: employee only about $102,465 at 4% or $68,310 at 6%; with 50% employer match about $68,310 at 4% or $45,540 at 6%; with 100% employer match about $51,233 at 4% or $34,155 at 6%.
Walton Management Services Inc 401K Profit Sharing Plan & Trust-10$88,501$40,986$4,099iApproximate average salary by contribution assumption: employee only about $102,465 at 4% or $68,310 at 6%; with 50% employer match about $68,310 at 4% or $45,540 at 6%; with 100% employer match about $51,233 at 4% or $34,155 at 6%.
200017$59,848$30,174$4,311iApproximate average salary by contribution assumption: employee only about $107,764 at 4% or $71,843 at 6%; with 50% employer match about $71,843 at 4% or $47,895 at 6%; with 100% employer match about $53,882 at 4% or $35,921 at 6%.
Walton Management Services Inc 401K Profit Sharing Plan & Trust-7$59,848$30,174$4,311iApproximate average salary by contribution assumption: employee only about $107,764 at 4% or $71,843 at 6%; with 50% employer match about $71,843 at 4% or $47,895 at 6%; with 100% employer match about $53,882 at 4% or $35,921 at 6%.
199917$30,255$29,147$4,164iApproximate average salary by contribution assumption: employee only about $104,096 at 4% or $69,398 at 6%; with 50% employer match about $69,398 at 4% or $46,265 at 6%; with 100% employer match about $52,048 at 4% or $34,699 at 6%.
Walton Management Services Inc 401K Profit Sharing Plan & Trust-7$30,255$29,147$4,164iApproximate average salary by contribution assumption: employee only about $104,096 at 4% or $69,398 at 6%; with 50% employer match about $69,398 at 4% or $46,265 at 6%; with 100% employer match about $52,048 at 4% or $34,699 at 6%.