Civic Intelligence

Walnut Capital Management Inc.

Plan context: Walnut Capital Management Inc. 401(K) Plan

EIN 25-1805315 • Pittsburgh, PA • 5 filings • 3 plans

5500 Walnut Street #300, 3rd FloorPittsburgh, PA 15232
Current Snapshot

Latest Year

2024

2024 Participants

75

2024 Assets

$3,533,735

2024 Contributions

$566,024

Historical Graphs

Total Assets Over Time

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

$3,533,735$1,766,868$020232024YearValue
$3,533,735Latest year 2024

Participants Over Time

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

10754020232024YearValue
75Latest 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
2024275$3,533,735$566,024$7,547iApproximate average salary by contribution assumption: employee only about $188,675 at 4% or $125,783 at 6%; with 50% employer match about $125,783 at 4% or $83,855 at 6%; with 100% employer match about $94,337 at 4% or $62,892 at 6%.
Walnut Capital Management Inc. 401(K) Plan-75$3,528,928$566,024$7,547iApproximate average salary by contribution assumption: employee only about $188,675 at 4% or $125,783 at 6%; with 50% employer match about $125,783 at 4% or $83,855 at 6%; with 100% employer match about $94,337 at 4% or $62,892 at 6%.
Walnut Capital Management Inc. Group Medical Plan-0$4,807--
20233107$2,741,647$479,856$4,485iApproximate average salary by contribution assumption: employee only about $112,116 at 4% or $74,744 at 6%; with 50% employer match about $74,744 at 4% or $49,829 at 6%; with 100% employer match about $56,058 at 4% or $37,372 at 6%.
Walnut Capital Management Inc. 401(K) Plan-61$2,705,876$35,957$589iApproximate average salary by contribution assumption: employee only about $14,736 at 4% or $9,824 at 6%; with 50% employer match about $9,824 at 4% or $6,550 at 6%; with 100% employer match about $7,368 at 4% or $4,912 at 6%.
Walnut Capital Management Inc. Group Medical Plan-72$35,771$443,899$6,165iApproximate average salary by contribution assumption: employee only about $154,132 at 4% or $102,754 at 6%; with 50% employer match about $102,754 at 4% or $68,503 at 6%; with 100% employer match about $77,066 at 4% or $51,377 at 6%.
WALNUT CAPITAL MANAGEMENT INC. GROUP INSURANCE PLAN-107---