Civic Intelligence

Walnut Management Company

Plan context: Walnut Management Company 401 K Profit Sharing Plan Trust

EIN 26-3915872 • San Francisco, CA • 14 filings • 2 plans

200 Walnut StreetSan Francisco, CA 94118-4297
Current Snapshot

Latest Year

2022

2022 Participants

1

2022 Assets

$857,837

2022 Contributions

$1,809

Historical Graphs

Total Assets Over Time

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

$857,837$428,919$0200920152021YearValue
$857,837Latest year 2021

Participants Over Time

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

110200920152021YearValue
1Latest year 2021

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
202210$0$1,809-
Walnut Management Company 401 K Profit Sharing Plan Trust-0$0$1,809-
202111$857,837$33,418$33,418iApproximate average salary by contribution assumption: employee only about $835,450 at 4% or $556,967 at 6%; with 50% employer match about $556,967 at 4% or $371,311 at 6%; with 100% employer match about $417,725 at 4% or $278,483 at 6%.
Walnut Management Company 401 K Profit Sharing Plan Trust-1$857,837$33,418$33,418iApproximate average salary by contribution assumption: employee only about $835,450 at 4% or $556,967 at 6%; with 50% employer match about $556,967 at 4% or $371,311 at 6%; with 100% employer match about $417,725 at 4% or $278,483 at 6%.
202011$698,931$33,080$33,080iApproximate average salary by contribution assumption: employee only about $827,000 at 4% or $551,333 at 6%; with 50% employer match about $551,333 at 4% or $367,556 at 6%; with 100% employer match about $413,500 at 4% or $275,667 at 6%.
Walnut Management Company 401 K Profit Sharing Plan Trust-1$698,931$33,080$33,080iApproximate average salary by contribution assumption: employee only about $827,000 at 4% or $551,333 at 6%; with 50% employer match about $551,333 at 4% or $367,556 at 6%; with 100% employer match about $413,500 at 4% or $275,667 at 6%.
201911$541,643$32,475$32,475iApproximate average salary by contribution assumption: employee only about $811,875 at 4% or $541,250 at 6%; with 50% employer match about $541,250 at 4% or $360,833 at 6%; with 100% employer match about $405,938 at 4% or $270,625 at 6%.
Walnut Management Company 401 K Profit Sharing Plan Trust-1$541,643$32,475$32,475iApproximate average salary by contribution assumption: employee only about $811,875 at 4% or $541,250 at 6%; with 50% employer match about $541,250 at 4% or $360,833 at 6%; with 100% employer match about $405,938 at 4% or $270,625 at 6%.
201811$410,401$32,064$32,064iApproximate average salary by contribution assumption: employee only about $801,600 at 4% or $534,400 at 6%; with 50% employer match about $534,400 at 4% or $356,267 at 6%; with 100% employer match about $400,800 at 4% or $267,200 at 6%.
Walnut Management Company 401 K Profit Sharing Plan Trust-1$410,401$32,064$32,064iApproximate average salary by contribution assumption: employee only about $801,600 at 4% or $534,400 at 6%; with 50% employer match about $534,400 at 4% or $356,267 at 6%; with 100% employer match about $400,800 at 4% or $267,200 at 6%.
201711$398,968$31,249$31,249iApproximate average salary by contribution assumption: employee only about $781,225 at 4% or $520,817 at 6%; with 50% employer match about $520,817 at 4% or $347,211 at 6%; with 100% employer match about $390,613 at 4% or $260,408 at 6%.
Walnut Management Company 401 K Profit Sharing Plan Trust-1$398,968$31,249$31,249iApproximate average salary by contribution assumption: employee only about $781,225 at 4% or $520,817 at 6%; with 50% employer match about $520,817 at 4% or $347,211 at 6%; with 100% employer match about $390,613 at 4% or $260,408 at 6%.
201611$315,821$31,249$31,249iApproximate average salary by contribution assumption: employee only about $781,225 at 4% or $520,817 at 6%; with 50% employer match about $520,817 at 4% or $347,211 at 6%; with 100% employer match about $390,613 at 4% or $260,408 at 6%.
Walnut Management Company 401 K Profit Sharing Plan Trust-1$315,821$31,249$31,249iApproximate average salary by contribution assumption: employee only about $781,225 at 4% or $520,817 at 6%; with 50% employer match about $520,817 at 4% or $347,211 at 6%; with 100% employer match about $390,613 at 4% or $260,408 at 6%.
201511$265,292$31,249$31,249iApproximate average salary by contribution assumption: employee only about $781,225 at 4% or $520,817 at 6%; with 50% employer match about $520,817 at 4% or $347,211 at 6%; with 100% employer match about $390,613 at 4% or $260,408 at 6%.
Walnut Management Company 401 K Profit Sharing Plan Trust-1$265,292$31,249$31,249iApproximate average salary by contribution assumption: employee only about $781,225 at 4% or $520,817 at 6%; with 50% employer match about $520,817 at 4% or $347,211 at 6%; with 100% employer match about $390,613 at 4% or $260,408 at 6%.
201411$235,072$30,564$30,564iApproximate average salary by contribution assumption: employee only about $764,100 at 4% or $509,400 at 6%; with 50% employer match about $509,400 at 4% or $339,600 at 6%; with 100% employer match about $382,050 at 4% or $254,700 at 6%.
Walnut Management Company 401 K Profit Sharing Plan Trust-1$235,072$30,564$30,564iApproximate average salary by contribution assumption: employee only about $764,100 at 4% or $509,400 at 6%; with 50% employer match about $509,400 at 4% or $339,600 at 6%; with 100% employer match about $382,050 at 4% or $254,700 at 6%.
201311$185,256$30,564$30,564iApproximate average salary by contribution assumption: employee only about $764,100 at 4% or $509,400 at 6%; with 50% employer match about $509,400 at 4% or $339,600 at 6%; with 100% employer match about $382,050 at 4% or $254,700 at 6%.
Walnut Management Company 401 K Profit Sharing Plan Trust-1$185,256$30,564$30,564iApproximate average salary by contribution assumption: employee only about $764,100 at 4% or $509,400 at 6%; with 50% employer match about $509,400 at 4% or $339,600 at 6%; with 100% employer match about $382,050 at 4% or $254,700 at 6%.
201211$126,501$29,835$29,835iApproximate average salary by contribution assumption: employee only about $745,875 at 4% or $497,250 at 6%; with 50% employer match about $497,250 at 4% or $331,500 at 6%; with 100% employer match about $372,938 at 4% or $248,625 at 6%.
Walnut Management Company 401 K Profit Sharing Plan Trust-1$126,501$29,835$29,835iApproximate average salary by contribution assumption: employee only about $745,875 at 4% or $497,250 at 6%; with 50% employer match about $497,250 at 4% or $331,500 at 6%; with 100% employer match about $372,938 at 4% or $248,625 at 6%.
201111$85,343$27,205$27,205iApproximate average salary by contribution assumption: employee only about $680,125 at 4% or $453,417 at 6%; with 50% employer match about $453,417 at 4% or $302,278 at 6%; with 100% employer match about $340,063 at 4% or $226,708 at 6%.
Walnut Management Company 401 K Profit Sharing Plan Trust-1$85,343$27,205$27,205iApproximate average salary by contribution assumption: employee only about $680,125 at 4% or $453,417 at 6%; with 50% employer match about $453,417 at 4% or $302,278 at 6%; with 100% employer match about $340,063 at 4% or $226,708 at 6%.
201011$57,612$27,205$27,205iApproximate average salary by contribution assumption: employee only about $680,125 at 4% or $453,417 at 6%; with 50% employer match about $453,417 at 4% or $302,278 at 6%; with 100% employer match about $340,063 at 4% or $226,708 at 6%.
Walnut Management Company 401 K Profit Sharing Plan Trust-1$57,612$27,205$27,205iApproximate average salary by contribution assumption: employee only about $680,125 at 4% or $453,417 at 6%; with 50% employer match about $453,417 at 4% or $302,278 at 6%; with 100% employer match about $340,063 at 4% or $226,708 at 6%.
200911$24,883$22,320$22,320iApproximate average salary by contribution assumption: employee only about $558,000 at 4% or $372,000 at 6%; with 50% employer match about $372,000 at 4% or $248,000 at 6%; with 100% employer match about $279,000 at 4% or $186,000 at 6%.
Walnut Management Company 401 K Profit Sharing Plan Trust-1$24,883$22,320$22,320iApproximate average salary by contribution assumption: employee only about $558,000 at 4% or $372,000 at 6%; with 50% employer match about $372,000 at 4% or $248,000 at 6%; with 100% employer match about $279,000 at 4% or $186,000 at 6%.