Patric Wallace
Plan context: Patric J Wallace, Cfp Profit Sharing Plan
EIN 22-3271984 • Mendham, NJ • 6 filings • 1 plans
Current Snapshot
Latest Year
2014
2014 Participants
1
2014 Assets
$600,916
2014 Contributions
$35,978
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2014 | 1 | 1 | $600,916 | $35,978 | $35,978iApproximate average salary by contribution assumption: employee only about $899,450 at 4% or $599,633 at 6%; with 50% employer match about $599,633 at 4% or $399,756 at 6%; with 100% employer match about $449,725 at 4% or $299,817 at 6%. |
| Patric J Wallace, Cfp Profit Sharing Plan | - | 1 | $600,916 | $35,978 | $35,978iApproximate average salary by contribution assumption: employee only about $899,450 at 4% or $599,633 at 6%; with 50% employer match about $599,633 at 4% or $399,756 at 6%; with 100% employer match about $449,725 at 4% or $299,817 at 6%. |
| 2013 | 1 | 2 | $525,158 | $33,043 | $16,522iApproximate average salary by contribution assumption: employee only about $413,038 at 4% or $275,358 at 6%; with 50% employer match about $275,358 at 4% or $183,572 at 6%; with 100% employer match about $206,519 at 4% or $137,679 at 6%. |
| Patric J Wallace, Cfp Profit Sharing Plan | - | 2 | $525,158 | $33,043 | $16,522iApproximate average salary by contribution assumption: employee only about $413,038 at 4% or $275,358 at 6%; with 50% employer match about $275,358 at 4% or $183,572 at 6%; with 100% employer match about $206,519 at 4% or $137,679 at 6%. |
| 2012 | 1 | 1 | $440,584 | $18,500 | $18,500iApproximate average salary by contribution assumption: employee only about $462,500 at 4% or $308,333 at 6%; with 50% employer match about $308,333 at 4% or $205,556 at 6%; with 100% employer match about $231,250 at 4% or $154,167 at 6%. |
| Patric J Wallace, Cfp Profit Sharing Plan | - | 1 | $440,584 | $18,500 | $18,500iApproximate average salary by contribution assumption: employee only about $462,500 at 4% or $308,333 at 6%; with 50% employer match about $308,333 at 4% or $205,556 at 6%; with 100% employer match about $231,250 at 4% or $154,167 at 6%. |
| 2011 | 1 | 2 | $376,259 | $31,588 | $15,794iApproximate average salary by contribution assumption: employee only about $394,850 at 4% or $263,233 at 6%; with 50% employer match about $263,233 at 4% or $175,489 at 6%; with 100% employer match about $197,425 at 4% or $131,617 at 6%. |
| Patric J Wallace, Cfp Profit Sharing Plan | - | 2 | $376,259 | $31,588 | $15,794iApproximate average salary by contribution assumption: employee only about $394,850 at 4% or $263,233 at 6%; with 50% employer match about $263,233 at 4% or $175,489 at 6%; with 100% employer match about $197,425 at 4% or $131,617 at 6%. |
| 2009 | 1 | 1 | $278,396 | $16,500 | $16,500iApproximate average salary by contribution assumption: employee only about $412,500 at 4% or $275,000 at 6%; with 50% employer match about $275,000 at 4% or $183,333 at 6%; with 100% employer match about $206,250 at 4% or $137,500 at 6%. |
| Patric J Wallace, Cfp Profit Sharing Plan | - | 1 | $278,396 | $16,500 | $16,500iApproximate average salary by contribution assumption: employee only about $412,500 at 4% or $275,000 at 6%; with 50% employer match about $275,000 at 4% or $183,333 at 6%; with 100% employer match about $206,250 at 4% or $137,500 at 6%. |
| 2007 | 1 | 1 | $0 | $0 | - |
| Patric J Wallace, Cfp Profit Sharing Plan | - | 1 | - | - | - |