Wallace Roberts & Todd
Plan context: Wallace Roberts & Todd, L.L.C. 401(K) Plan
EIN 23-1615241 • 63 filings • 23 plans
Current Snapshot
Latest Year
2024
2024 Participants
110
2024 Assets
$19,564,225
2024 Contributions
$926,048
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 110 | $19,564,225 | $926,048 | $8,419iApproximate average salary by contribution assumption: employee only about $210,465 at 4% or $140,310 at 6%; with 50% employer match about $140,310 at 4% or $93,540 at 6%; with 100% employer match about $105,233 at 4% or $70,155 at 6%. |
| Wallace Roberts & Todd, L.L.C. 401(K) Plan | - | 110 | $19,564,225 | $926,048 | $8,419iApproximate average salary by contribution assumption: employee only about $210,465 at 4% or $140,310 at 6%; with 50% employer match about $140,310 at 4% or $93,540 at 6%; with 100% employer match about $105,233 at 4% or $70,155 at 6%. |
| Wallace Roberts & Todd LLC Health and Welfare Plan | - | 107 | - | - | - |
| 2023 | 2 | 124 | $19,675,151 | $1,224,426 | $9,874iApproximate average salary by contribution assumption: employee only about $246,860 at 4% or $164,573 at 6%; with 50% employer match about $164,573 at 4% or $109,716 at 6%; with 100% employer match about $123,430 at 4% or $82,287 at 6%. |
| Wallace Roberts & Todd, L.L.C. 401(K) Plan | - | 124 | $19,675,151 | $1,224,426 | $9,874iApproximate average salary by contribution assumption: employee only about $246,860 at 4% or $164,573 at 6%; with 50% employer match about $164,573 at 4% or $109,716 at 6%; with 100% employer match about $123,430 at 4% or $82,287 at 6%. |
| Wallace Roberts & Todd LLC Health and Welfare Plan | - | 119 | - | - | - |
| 2022 | 1 | 112 | $15,794,898 | $951,013 | $8,491iApproximate average salary by contribution assumption: employee only about $212,280 at 4% or $141,520 at 6%; with 50% employer match about $141,520 at 4% or $94,347 at 6%; with 100% employer match about $106,140 at 4% or $70,760 at 6%. |
| Wallace Roberts & Todd, L.L.C. 401(K) Plan | - | 112 | $15,794,898 | $951,013 | $8,491iApproximate average salary by contribution assumption: employee only about $212,280 at 4% or $141,520 at 6%; with 50% employer match about $141,520 at 4% or $94,347 at 6%; with 100% employer match about $106,140 at 4% or $70,760 at 6%. |
| 2021 | 1 | 95 | $18,367,343 | $722,756 | $7,608iApproximate average salary by contribution assumption: employee only about $190,199 at 4% or $126,799 at 6%; with 50% employer match about $126,799 at 4% or $84,533 at 6%; with 100% employer match about $95,099 at 4% or $63,400 at 6%. |
| Wallace Roberts & Todd, L.L.C. 401(K) Plan | - | 95 | $18,367,343 | $722,756 | $7,608iApproximate average salary by contribution assumption: employee only about $190,199 at 4% or $126,799 at 6%; with 50% employer match about $126,799 at 4% or $84,533 at 6%; with 100% employer match about $95,099 at 4% or $63,400 at 6%. |
| 2020 | 1 | 83 | $16,009,040 | $612,222 | $7,376iApproximate average salary by contribution assumption: employee only about $184,404 at 4% or $122,936 at 6%; with 50% employer match about $122,936 at 4% or $81,957 at 6%; with 100% employer match about $92,202 at 4% or $61,468 at 6%. |
| Wallace Roberts & Todd, L.L.C. 401(K) Plan | - | 83 | $16,009,040 | $612,222 | $7,376iApproximate average salary by contribution assumption: employee only about $184,404 at 4% or $122,936 at 6%; with 50% employer match about $122,936 at 4% or $81,957 at 6%; with 100% employer match about $92,202 at 4% or $61,468 at 6%. |
| 2019 | 1 | 90 | $13,241,752 | $640,876 | $7,121iApproximate average salary by contribution assumption: employee only about $178,021 at 4% or $118,681 at 6%; with 50% employer match about $118,681 at 4% or $79,120 at 6%; with 100% employer match about $89,011 at 4% or $59,340 at 6%. |
| Wallace Roberts & Todd, L.L.C. 401(K) Plan | - | 90 | $13,241,752 | $640,876 | $7,121iApproximate average salary by contribution assumption: employee only about $178,021 at 4% or $118,681 at 6%; with 50% employer match about $118,681 at 4% or $79,120 at 6%; with 100% employer match about $89,011 at 4% or $59,340 at 6%. |
| 2018 | 1 | 85 | $13,591,534 | $583,032 | $6,859iApproximate average salary by contribution assumption: employee only about $171,480 at 4% or $114,320 at 6%; with 50% employer match about $114,320 at 4% or $76,213 at 6%; with 100% employer match about $85,740 at 4% or $57,160 at 6%. |
| Wallace Roberts & Todd, L.L.C. 401(K) Plan | - | 85 | $13,591,534 | $583,032 | $6,859iApproximate average salary by contribution assumption: employee only about $171,480 at 4% or $114,320 at 6%; with 50% employer match about $114,320 at 4% or $76,213 at 6%; with 100% employer match about $85,740 at 4% or $57,160 at 6%. |
| 2017 | 1 | 80 | $16,004,274 | $561,298 | $7,016iApproximate average salary by contribution assumption: employee only about $175,406 at 4% or $116,937 at 6%; with 50% employer match about $116,937 at 4% or $77,958 at 6%; with 100% employer match about $87,703 at 4% or $58,469 at 6%. |
| Wallace Roberts & Todd, L.L.C. 401(K) Plan | - | 80 | $16,004,274 | $561,298 | $7,016iApproximate average salary by contribution assumption: employee only about $175,406 at 4% or $116,937 at 6%; with 50% employer match about $116,937 at 4% or $77,958 at 6%; with 100% employer match about $87,703 at 4% or $58,469 at 6%. |
| 2016 | 1 | 81 | $15,753,156 | $533,220 | $6,583iApproximate average salary by contribution assumption: employee only about $164,574 at 4% or $109,716 at 6%; with 50% employer match about $109,716 at 4% or $73,144 at 6%; with 100% employer match about $82,287 at 4% or $54,858 at 6%. |
| Wallace Roberts & Todd, L.L.C. 401(K) Plan | - | 81 | $15,753,156 | $533,220 | $6,583iApproximate average salary by contribution assumption: employee only about $164,574 at 4% or $109,716 at 6%; with 50% employer match about $109,716 at 4% or $73,144 at 6%; with 100% employer match about $82,287 at 4% or $54,858 at 6%. |
| 2015 | 1 | 81 | $14,999,052 | $661,522 | $8,167iApproximate average salary by contribution assumption: employee only about $204,173 at 4% or $136,116 at 6%; with 50% employer match about $136,116 at 4% or $90,744 at 6%; with 100% employer match about $102,087 at 4% or $68,058 at 6%. |
| Wallace Roberts & Todd, L.L.C. 401(K) Plan | - | 81 | $14,999,052 | $661,522 | $8,167iApproximate average salary by contribution assumption: employee only about $204,173 at 4% or $136,116 at 6%; with 50% employer match about $136,116 at 4% or $90,744 at 6%; with 100% employer match about $102,087 at 4% or $68,058 at 6%. |
| 2014 | 1 | 83 | $14,672,476 | $559,038 | $6,735iApproximate average salary by contribution assumption: employee only about $168,385 at 4% or $112,257 at 6%; with 50% employer match about $112,257 at 4% or $74,838 at 6%; with 100% employer match about $84,192 at 4% or $56,128 at 6%. |
| Wallace Roberts & Todd, L.L.C. 401(K) Plan | - | 83 | $14,672,476 | $559,038 | $6,735iApproximate average salary by contribution assumption: employee only about $168,385 at 4% or $112,257 at 6%; with 50% employer match about $112,257 at 4% or $74,838 at 6%; with 100% employer match about $84,192 at 4% or $56,128 at 6%. |
| 2013 | 1 | 77 | $14,576,397 | $437,485 | $5,682iApproximate average salary by contribution assumption: employee only about $142,041 at 4% or $94,694 at 6%; with 50% employer match about $94,694 at 4% or $63,129 at 6%; with 100% employer match about $71,020 at 4% or $47,347 at 6%. |
| Wallace Roberts & Todd, L.L.C. 401(K) Plan | - | 77 | $14,576,397 | $437,485 | $5,682iApproximate average salary by contribution assumption: employee only about $142,041 at 4% or $94,694 at 6%; with 50% employer match about $94,694 at 4% or $63,129 at 6%; with 100% employer match about $71,020 at 4% or $47,347 at 6%. |
| 2012 | 2 | 85 | $12,411,934 | $425,243 | $5,003iApproximate average salary by contribution assumption: employee only about $125,071 at 4% or $83,381 at 6%; with 50% employer match about $83,381 at 4% or $55,587 at 6%; with 100% employer match about $62,536 at 4% or $41,690 at 6%. |
| Wallace Roberts & Todd, L.L.C. 401(K) Plan | - | 85 | $12,411,934 | $425,243 | $5,003iApproximate average salary by contribution assumption: employee only about $125,071 at 4% or $83,381 at 6%; with 50% employer match about $83,381 at 4% or $55,587 at 6%; with 100% employer match about $62,536 at 4% or $41,690 at 6%. |
| Wallace Roberts & Todd LLC Health and Welfare Plan | - | 73 | - | - | - |
| 2011 | 2 | 89 | $11,260,270 | $465,175 | $5,227iApproximate average salary by contribution assumption: employee only about $130,667 at 4% or $87,111 at 6%; with 50% employer match about $87,111 at 4% or $58,074 at 6%; with 100% employer match about $65,334 at 4% or $43,556 at 6%. |
| Wallace Roberts & Todd, L.L.C. 401(K) Plan | - | 89 | $11,260,270 | $465,175 | $5,227iApproximate average salary by contribution assumption: employee only about $130,667 at 4% or $87,111 at 6%; with 50% employer match about $87,111 at 4% or $58,074 at 6%; with 100% employer match about $65,334 at 4% or $43,556 at 6%. |
| Wallace, Roberts & Todd Long Term Disability Plan | - | 0 | - | - | - |
| 2010 | 4 | 130 | $14,150,195 | $752,308 | $5,787iApproximate average salary by contribution assumption: employee only about $144,675 at 4% or $96,450 at 6%; with 50% employer match about $96,450 at 4% or $64,300 at 6%; with 100% employer match about $72,337 at 4% or $48,225 at 6%. |
| Wallace Roberts & Todd, L.L.C. 401(K) Plan | - | 130 | $14,150,195 | $752,308 | $5,787iApproximate average salary by contribution assumption: employee only about $144,675 at 4% or $96,450 at 6%; with 50% employer match about $96,450 at 4% or $64,300 at 6%; with 100% employer match about $72,337 at 4% or $48,225 at 6%. |
| Wallace, Roberts & Todd Long Term Disability Plan | - | 120 | - | - | - |
| Wallace Roberts & Todd Health Life Ad&D Insurance Plan | - | 96 | - | - | - |
| Wallace Roberts & Todd Health Life Ad&D Insurance Plan | - | 0 | - | - | - |
| 2009 | 3 | 184 | $13,155,922 | $1,055,559 | $5,737iApproximate average salary by contribution assumption: employee only about $143,418 at 4% or $95,612 at 6%; with 50% employer match about $95,612 at 4% or $63,741 at 6%; with 100% employer match about $71,709 at 4% or $47,806 at 6%. |
| Wallace Roberts & Todd, L.L.C. 401(K) Plan | - | 179 | $13,155,922 | $1,055,559 | $5,897iApproximate average salary by contribution assumption: employee only about $147,424 at 4% or $98,283 at 6%; with 50% employer match about $98,283 at 4% or $65,522 at 6%; with 100% employer match about $73,712 at 4% or $49,141 at 6%. |
| Wallace, Roberts & Todd Long Term Disability Plan | - | 184 | - | - | - |
| Wallace Roberts & Todd Health Life Ad&D Insurance Plan | - | 8 | - | - | - |
| 2008 | 3 | 224 | $9,749,106 | $1,519,449 | $6,783iApproximate average salary by contribution assumption: employee only about $169,581 at 4% or $113,054 at 6%; with 50% employer match about $113,054 at 4% or $75,369 at 6%; with 100% employer match about $84,791 at 4% or $56,527 at 6%. |
| Wallace Roberts & Todd, L.L.C. 401(K) Plan | - | 224 | $9,749,106 | $1,519,449 | $6,783iApproximate average salary by contribution assumption: employee only about $169,581 at 4% or $113,054 at 6%; with 50% employer match about $113,054 at 4% or $75,369 at 6%; with 100% employer match about $84,791 at 4% or $56,527 at 6%. |
| Wallace Roberts & Todd Health Life Ad&D Insurance Plan | - | 184 | - | - | - |
| Wallace, Roberts & Todd Long Term Disability Plan | - | 213 | - | - | - |
| 2007 | 4 | 212 | $13,778,375 | $1,223,522 | $5,771iApproximate average salary by contribution assumption: employee only about $144,283 at 4% or $96,189 at 6%; with 50% employer match about $96,189 at 4% or $64,126 at 6%; with 100% employer match about $72,142 at 4% or $48,094 at 6%. |
| Wallace Roberts & Todd, L.L.C. 401(K) Plan | - | 212 | $13,778,375 | $1,223,522 | $5,771iApproximate average salary by contribution assumption: employee only about $144,283 at 4% or $96,189 at 6%; with 50% employer match about $96,189 at 4% or $64,126 at 6%; with 100% employer match about $72,142 at 4% or $48,094 at 6%. |
| Wallace Roberts & Todd Health Life Ad&D Insurance Plan | - | 203 | - | - | - |
| WALLACE ROBERTS & TODD, LLC PREMIUM CONVERSION PLAN | - | 0 | - | - | - |
| Wallace, Roberts & Todd Long Term Disability Plan | - | 204 | - | - | - |
| 2006 | 4 | 192 | $11,553,517 | $1,133,973 | $5,906iApproximate average salary by contribution assumption: employee only about $147,653 at 4% or $98,435 at 6%; with 50% employer match about $98,435 at 4% or $65,623 at 6%; with 100% employer match about $73,826 at 4% or $49,218 at 6%. |
| Wallace Roberts & Todd, L.L.C. 401(K) Plan | - | 172 | $11,553,517 | $1,133,973 | $6,593iApproximate average salary by contribution assumption: employee only about $164,822 at 4% or $109,881 at 6%; with 50% employer match about $109,881 at 4% or $73,254 at 6%; with 100% employer match about $82,411 at 4% or $54,941 at 6%. |
| Wallace Roberts & Todd Health Life Ad&D Insurance Plan | - | 192 | - | - | - |
| WALLACE ROBERTS & TODD LLC PREMIUM CONVERSION PLAN | - | 155 | - | - | - |
| Wallace, Roberts & Todd Long Term Disability Plan | - | 187 | - | - | - |
| 2005 | 5 | 186 | $18,276,992 | $1,784,872 | $9,596iApproximate average salary by contribution assumption: employee only about $239,902 at 4% or $159,935 at 6%; with 50% employer match about $159,935 at 4% or $106,623 at 6%; with 100% employer match about $119,951 at 4% or $79,967 at 6%. |
| Wallace Roberts & Todd, L.L.C. 401(K) Plan | - | 0 | $9,138,496 | $892,436 | - |
| Wallace Roberts & Todd, L.L.C. 401(K) Plan | - | 151 | $9,138,496 | $892,436 | $5,910iApproximate average salary by contribution assumption: employee only about $147,754 at 4% or $98,503 at 6%; with 50% employer match about $98,503 at 4% or $65,669 at 6%; with 100% employer match about $73,877 at 4% or $49,251 at 6%. |
| Wallace Roberts & Todd Health Life Ad&D Insurance Plan | - | 186 | - | - | - |
| WALLACE ROBERTS & TODD LLC PREMIUM CONVERSION PLAN | - | 146 | - | - | - |
| Wallace, Roberts & Todd Long Term Disability Plan | - | 174 | - | - | - |
| 2004 | 3 | 168 | $8,274,393 | $859,794 | $5,118iApproximate average salary by contribution assumption: employee only about $127,946 at 4% or $85,297 at 6%; with 50% employer match about $85,297 at 4% or $56,865 at 6%; with 100% employer match about $63,973 at 4% or $42,649 at 6%. |
| Wallace Roberts & Todd, L.L.C. 401(K) Plan | - | 138 | $8,274,393 | $859,794 | $6,230iApproximate average salary by contribution assumption: employee only about $155,760 at 4% or $103,840 at 6%; with 50% employer match about $103,840 at 4% or $69,227 at 6%; with 100% employer match about $77,880 at 4% or $51,920 at 6%. |
| Wallace Roberts & Todd Health Life Ad&D Insurance Plan | - | 168 | - | - | - |
| Wallace, Roberts & Todd Long Term Disability Plan | - | 159 | - | - | - |
| 2003 | 4 | 151 | $7,240,952 | $803,490 | $5,321iApproximate average salary by contribution assumption: employee only about $133,028 at 4% or $88,685 at 6%; with 50% employer match about $88,685 at 4% or $59,124 at 6%; with 100% employer match about $66,514 at 4% or $44,343 at 6%. |
| Wallace Roberts & Todd, L.L.C. 401(K) Plan | - | 141 | $7,240,952 | $803,490 | $5,699iApproximate average salary by contribution assumption: employee only about $142,463 at 4% or $94,975 at 6%; with 50% employer match about $94,975 at 4% or $63,317 at 6%; with 100% employer match about $71,231 at 4% or $47,488 at 6%. |
| Wallace Roberts & Todd Health Life Ad&D Insurance Plan | - | 151 | - | - | - |
| Wallace, Roberts & Todd Long Term Disability Plan | - | 146 | - | - | - |
| WALLACE ROBERTS & TODD, LLC PREMIUM CONVERSION PLAN | - | 124 | - | - | - |
| 2002 | 4 | 151 | $4,983,626 | $617,427 | $4,089iApproximate average salary by contribution assumption: employee only about $102,223 at 4% or $68,149 at 6%; with 50% employer match about $68,149 at 4% or $45,432 at 6%; with 100% employer match about $51,112 at 4% or $34,074 at 6%. |
| Wallace Roberts & Todd, L.L.C. 401(K) Plan | - | 129 | $4,983,626 | $617,427 | $4,786iApproximate average salary by contribution assumption: employee only about $119,656 at 4% or $79,771 at 6%; with 50% employer match about $79,771 at 4% or $53,181 at 6%; with 100% employer match about $59,828 at 4% or $39,885 at 6%. |
| Wallace Roberts & Todd Health Life Ad&D Insurance Plan | - | 139 | - | - | - |
| Wallace, Roberts & Todd Long Term Disability Plan | - | 151 | - | - | - |
| WALLACE ROBERTS & TODD, LLC PREMIUM CONVERSION PLAN | - | 116 | - | - | - |
| 2001 | 5 | 140 | $5,513,444 | $569,776 | $4,070iApproximate average salary by contribution assumption: employee only about $101,746 at 4% or $67,830 at 6%; with 50% employer match about $67,830 at 4% or $45,220 at 6%; with 100% employer match about $50,873 at 4% or $33,915 at 6%. |
| Wallace Roberts & Todd, L.L.C. 401(K) Plan | - | 140 | $5,513,444 | $569,776 | $4,070iApproximate average salary by contribution assumption: employee only about $101,746 at 4% or $67,830 at 6%; with 50% employer match about $67,830 at 4% or $45,220 at 6%; with 100% employer match about $50,873 at 4% or $33,915 at 6%. |
| Wallace Roberts & Todd Health Life Ad&D Insurance Plan | - | 119 | - | - | - |
| Wallace Roberts & Todd LLC Health and Welfare Plan | - | 57 | - | - | - |
| WALLACE ROBERTS & TODD, LLC PREMIUM CONVERSION PLAN | - | 112 | - | - | - |
| Wallace, Roberts & Todd Long Term Disability Plan | - | 121 | - | - | - |
| 2000 | 3 | 115 | $5,896,892 | $561,967 | $4,887iApproximate average salary by contribution assumption: employee only about $122,167 at 4% or $81,444 at 6%; with 50% employer match about $81,444 at 4% or $54,296 at 6%; with 100% employer match about $61,083 at 4% or $40,722 at 6%. |
| Wallace Roberts & Todd, L.L.C. 401(K) Plan | - | 109 | $5,896,892 | $561,967 | $5,156iApproximate average salary by contribution assumption: employee only about $128,892 at 4% or $85,928 at 6%; with 50% employer match about $85,928 at 4% or $57,285 at 6%; with 100% employer match about $64,446 at 4% or $42,964 at 6%. |
| Wallace Roberts & Todd Health Life Ad&D Insurance Plan | - | 115 | - | - | - |
| Wallace, Roberts & Todd Long Term Disability Plan | - | 115 | - | - | - |
| 1999 | 3 | 119 | $0 | $0 | - |
| Wallace, Roberts & Todd Long Term Disability Plan | - | 119 | - | - | - |
| Wallace, Roberts & Todd Long Term Disability Plan | - | 119 | - | - | - |
| Wallace Roberts & Todd Health Life Ad&D Insurance Plan | - | 108 | - | - | - |