Civic Intelligence

Wallace Securities

Plan context: Wallace 401K Plan

EIN 23-2020035 • 9 filings • 2 plans

Current Snapshot

Latest Year

2008

2008 Participants

2

2008 Assets

$14,320

2008 Contributions

$7,540

Historical Graphs

Total Assets Over Time

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

$174,440$87,220$0199920042008YearValue
$14,320Latest year 2008

Participants Over Time

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

19100199920032008YearValue
2Latest year 2008

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
200812$14,320$0-
Wallace 401K Plan-2$14,320--
200712$16,727$0-
Wallace 401K Plan-2$16,727--
200613$18,115$0-
Wallace 401K Plan-3$18,115--
2004112$81,754$7,540$628iApproximate average salary by contribution assumption: employee only about $15,708 at 4% or $10,472 at 6%; with 50% employer match about $10,472 at 4% or $6,981 at 6%; with 100% employer match about $7,854 at 4% or $5,236 at 6%.
Wallace 401K Plan-12$81,754$7,540$628iApproximate average salary by contribution assumption: employee only about $15,708 at 4% or $10,472 at 6%; with 50% employer match about $10,472 at 4% or $6,981 at 6%; with 100% employer match about $7,854 at 4% or $5,236 at 6%.
2003115$69,548$20,119$1,341iApproximate average salary by contribution assumption: employee only about $33,532 at 4% or $22,354 at 6%; with 50% employer match about $22,354 at 4% or $14,903 at 6%; with 100% employer match about $16,766 at 4% or $11,177 at 6%.
Wallace 401K Plan-15$69,548$20,119$1,341iApproximate average salary by contribution assumption: employee only about $33,532 at 4% or $22,354 at 6%; with 50% employer match about $22,354 at 4% or $14,903 at 6%; with 100% employer match about $16,766 at 4% or $11,177 at 6%.
2002119$174,440$44,537$2,344iApproximate average salary by contribution assumption: employee only about $58,601 at 4% or $39,068 at 6%; with 50% employer match about $39,068 at 4% or $26,045 at 6%; with 100% employer match about $29,301 at 4% or $19,534 at 6%.
Wallace 401K Plan-19$174,440$44,537$2,344iApproximate average salary by contribution assumption: employee only about $58,601 at 4% or $39,068 at 6%; with 50% employer match about $39,068 at 4% or $26,045 at 6%; with 100% employer match about $29,301 at 4% or $19,534 at 6%.
2001113$0$0-
Wallace 401K Plan-13---
2000114$0$0-
Wallace 401K Plan-14---
1999119$92,594$92,005$4,842iApproximate average salary by contribution assumption: employee only about $121,059 at 4% or $80,706 at 6%; with 50% employer match about $80,706 at 4% or $53,804 at 6%; with 100% employer match about $60,530 at 4% or $40,353 at 6%.
Wallace 401K Plan-19$92,594$92,005$4,842iApproximate average salary by contribution assumption: employee only about $121,059 at 4% or $80,706 at 6%; with 50% employer match about $80,706 at 4% or $53,804 at 6%; with 100% employer match about $60,530 at 4% or $40,353 at 6%.