Socal Walden Inc.
Plan context: Walden Group Retirement Savings Plan
EIN 30-0028379 • Irvine, CA • 23 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
17
2024 Assets
$3,376,254
2024 Contributions
$126,217
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 | 1 | 17 | $3,376,254 | $126,217 | $7,425iApproximate average salary by contribution assumption: employee only about $185,613 at 4% or $123,742 at 6%; with 50% employer match about $123,742 at 4% or $82,495 at 6%; with 100% employer match about $92,807 at 4% or $61,871 at 6%. |
| Walden Group Retirement Savings Plan | - | 17 | $3,376,254 | $126,217 | $7,425iApproximate average salary by contribution assumption: employee only about $185,613 at 4% or $123,742 at 6%; with 50% employer match about $123,742 at 4% or $82,495 at 6%; with 100% employer match about $92,807 at 4% or $61,871 at 6%. |
| 2023 | 1 | 17 | $4,390,049 | $134,829 | $7,931iApproximate average salary by contribution assumption: employee only about $198,278 at 4% or $132,185 at 6%; with 50% employer match about $132,185 at 4% or $88,124 at 6%; with 100% employer match about $99,139 at 4% or $66,093 at 6%. |
| Walden Group Retirement Savings Plan | - | 17 | $4,390,049 | $134,829 | $7,931iApproximate average salary by contribution assumption: employee only about $198,278 at 4% or $132,185 at 6%; with 50% employer match about $132,185 at 4% or $88,124 at 6%; with 100% employer match about $99,139 at 4% or $66,093 at 6%. |
| 2022 | 1 | 18 | $4,607,585 | $180,582 | $10,032iApproximate average salary by contribution assumption: employee only about $250,808 at 4% or $167,206 at 6%; with 50% employer match about $167,206 at 4% or $111,470 at 6%; with 100% employer match about $125,404 at 4% or $83,603 at 6%. |
| Walden Group Retirement Savings Plan | - | 18 | $4,607,585 | $180,582 | $10,032iApproximate average salary by contribution assumption: employee only about $250,808 at 4% or $167,206 at 6%; with 50% employer match about $167,206 at 4% or $111,470 at 6%; with 100% employer match about $125,404 at 4% or $83,603 at 6%. |
| 2021 | 1 | 18 | $5,698,351 | $149,627 | $8,313iApproximate average salary by contribution assumption: employee only about $207,815 at 4% or $138,544 at 6%; with 50% employer match about $138,544 at 4% or $92,362 at 6%; with 100% employer match about $103,908 at 4% or $69,272 at 6%. |
| Walden Group Retirement Savings Plan | - | 18 | $5,698,351 | $149,627 | $8,313iApproximate average salary by contribution assumption: employee only about $207,815 at 4% or $138,544 at 6%; with 50% employer match about $138,544 at 4% or $92,362 at 6%; with 100% employer match about $103,908 at 4% or $69,272 at 6%. |
| 2020 | 1 | 16 | $4,851,028 | $152,885 | $9,555iApproximate average salary by contribution assumption: employee only about $238,883 at 4% or $159,255 at 6%; with 50% employer match about $159,255 at 4% or $106,170 at 6%; with 100% employer match about $119,441 at 4% or $79,628 at 6%. |
| Walden Group Retirement Savings Plan | - | 16 | $4,851,028 | $152,885 | $9,555iApproximate average salary by contribution assumption: employee only about $238,883 at 4% or $159,255 at 6%; with 50% employer match about $159,255 at 4% or $106,170 at 6%; with 100% employer match about $119,441 at 4% or $79,628 at 6%. |
| 2019 | 1 | 17 | $4,113,579 | $151,693 | $8,923iApproximate average salary by contribution assumption: employee only about $223,078 at 4% or $148,719 at 6%; with 50% employer match about $148,719 at 4% or $99,146 at 6%; with 100% employer match about $111,539 at 4% or $74,359 at 6%. |
| Walden Group Retirement Savings Plan | - | 17 | $4,113,579 | $151,693 | $8,923iApproximate average salary by contribution assumption: employee only about $223,078 at 4% or $148,719 at 6%; with 50% employer match about $148,719 at 4% or $99,146 at 6%; with 100% employer match about $111,539 at 4% or $74,359 at 6%. |
| 2018 | 1 | 17 | $3,236,963 | $149,356 | $8,786iApproximate average salary by contribution assumption: employee only about $219,641 at 4% or $146,427 at 6%; with 50% employer match about $146,427 at 4% or $97,618 at 6%; with 100% employer match about $109,821 at 4% or $73,214 at 6%. |
| Walden Group Retirement Savings Plan | - | 17 | $3,236,963 | $149,356 | $8,786iApproximate average salary by contribution assumption: employee only about $219,641 at 4% or $146,427 at 6%; with 50% employer match about $146,427 at 4% or $97,618 at 6%; with 100% employer match about $109,821 at 4% or $73,214 at 6%. |
| 2017 | 1 | 16 | $3,324,554 | $162,186 | $10,137iApproximate average salary by contribution assumption: employee only about $253,416 at 4% or $168,944 at 6%; with 50% employer match about $168,944 at 4% or $112,629 at 6%; with 100% employer match about $126,708 at 4% or $84,472 at 6%. |
| Walden Group Retirement Savings Plan | - | 16 | $3,324,554 | $162,186 | $10,137iApproximate average salary by contribution assumption: employee only about $253,416 at 4% or $168,944 at 6%; with 50% employer match about $168,944 at 4% or $112,629 at 6%; with 100% employer match about $126,708 at 4% or $84,472 at 6%. |
| 2016 | 1 | 16 | $2,692,608 | $162,718 | $10,170iApproximate average salary by contribution assumption: employee only about $254,247 at 4% or $169,498 at 6%; with 50% employer match about $169,498 at 4% or $112,999 at 6%; with 100% employer match about $127,123 at 4% or $84,749 at 6%. |
| Walden Group Retirement Savings Plan | - | 16 | $2,692,608 | $162,718 | $10,170iApproximate average salary by contribution assumption: employee only about $254,247 at 4% or $169,498 at 6%; with 50% employer match about $169,498 at 4% or $112,999 at 6%; with 100% employer match about $127,123 at 4% or $84,749 at 6%. |
| 2015 | 1 | 16 | $2,389,290 | $153,925 | $9,620iApproximate average salary by contribution assumption: employee only about $240,508 at 4% or $160,339 at 6%; with 50% employer match about $160,339 at 4% or $106,892 at 6%; with 100% employer match about $120,254 at 4% or $80,169 at 6%. |
| Walden Group Retirement Savings Plan | - | 16 | $2,389,290 | $153,925 | $9,620iApproximate average salary by contribution assumption: employee only about $240,508 at 4% or $160,339 at 6%; with 50% employer match about $160,339 at 4% or $106,892 at 6%; with 100% employer match about $120,254 at 4% or $80,169 at 6%. |
| 2014 | 1 | 14 | $2,687,696 | $148,795 | $10,628iApproximate average salary by contribution assumption: employee only about $265,705 at 4% or $177,137 at 6%; with 50% employer match about $177,137 at 4% or $118,091 at 6%; with 100% employer match about $132,853 at 4% or $88,568 at 6%. |
| Walden Group Retirement Savings Plan | - | 14 | $2,687,696 | $148,795 | $10,628iApproximate average salary by contribution assumption: employee only about $265,705 at 4% or $177,137 at 6%; with 50% employer match about $177,137 at 4% or $118,091 at 6%; with 100% employer match about $132,853 at 4% or $88,568 at 6%. |
| 2013 | 1 | 12 | $2,467,407 | $50,411 | $4,201iApproximate average salary by contribution assumption: employee only about $105,023 at 4% or $70,015 at 6%; with 50% employer match about $70,015 at 4% or $46,677 at 6%; with 100% employer match about $52,511 at 4% or $35,008 at 6%. |
| Walden Group Retirement Savings Plan | - | 12 | $2,467,407 | $50,411 | $4,201iApproximate average salary by contribution assumption: employee only about $105,023 at 4% or $70,015 at 6%; with 50% employer match about $70,015 at 4% or $46,677 at 6%; with 100% employer match about $52,511 at 4% or $35,008 at 6%. |
| 2012 | 1 | 12 | $2,470,520 | $40,228 | $3,352iApproximate average salary by contribution assumption: employee only about $83,808 at 4% or $55,872 at 6%; with 50% employer match about $55,872 at 4% or $37,248 at 6%; with 100% employer match about $41,904 at 4% or $27,936 at 6%. |
| Walden Group Retirement Savings Plan | - | 12 | $2,470,520 | $40,228 | $3,352iApproximate average salary by contribution assumption: employee only about $83,808 at 4% or $55,872 at 6%; with 50% employer match about $55,872 at 4% or $37,248 at 6%; with 100% employer match about $41,904 at 4% or $27,936 at 6%. |
| 2011 | 1 | 13 | $2,176,963 | $33,753 | $2,596iApproximate average salary by contribution assumption: employee only about $64,910 at 4% or $43,273 at 6%; with 50% employer match about $43,273 at 4% or $28,849 at 6%; with 100% employer match about $32,455 at 4% or $21,637 at 6%. |
| Walden Group Retirement Savings Plan | - | 13 | $2,176,963 | $33,753 | $2,596iApproximate average salary by contribution assumption: employee only about $64,910 at 4% or $43,273 at 6%; with 50% employer match about $43,273 at 4% or $28,849 at 6%; with 100% employer match about $32,455 at 4% or $21,637 at 6%. |
| 2010 | 1 | 16 | $2,214,798 | $30,876 | $1,930iApproximate average salary by contribution assumption: employee only about $48,244 at 4% or $32,163 at 6%; with 50% employer match about $32,163 at 4% or $21,442 at 6%; with 100% employer match about $24,122 at 4% or $16,081 at 6%. |
| Walden Group Retirement Savings Plan | - | 16 | $2,214,798 | $30,876 | $1,930iApproximate average salary by contribution assumption: employee only about $48,244 at 4% or $32,163 at 6%; with 50% employer match about $32,163 at 4% or $21,442 at 6%; with 100% employer match about $24,122 at 4% or $16,081 at 6%. |
| 2009 | 1 | 20 | $2,172,487 | $51,284 | $2,564iApproximate average salary by contribution assumption: employee only about $64,105 at 4% or $42,737 at 6%; with 50% employer match about $42,737 at 4% or $28,491 at 6%; with 100% employer match about $32,052 at 4% or $21,368 at 6%. |
| Walden Group Retirement Savings Plan | - | 20 | $2,172,487 | $51,284 | $2,564iApproximate average salary by contribution assumption: employee only about $64,105 at 4% or $42,737 at 6%; with 50% employer match about $42,737 at 4% or $28,491 at 6%; with 100% employer match about $32,052 at 4% or $21,368 at 6%. |
| 2008 | 1 | 17 | $1,812,009 | $240,298 | $14,135iApproximate average salary by contribution assumption: employee only about $353,379 at 4% or $235,586 at 6%; with 50% employer match about $235,586 at 4% or $157,058 at 6%; with 100% employer match about $176,690 at 4% or $117,793 at 6%. |
| Walden Group Retirement Savings Plan | - | 17 | $1,812,009 | $240,298 | $14,135iApproximate average salary by contribution assumption: employee only about $353,379 at 4% or $235,586 at 6%; with 50% employer match about $235,586 at 4% or $157,058 at 6%; with 100% employer match about $176,690 at 4% or $117,793 at 6%. |
| 2007 | 1 | 18 | $2,454,834 | $290,280 | $16,127iApproximate average salary by contribution assumption: employee only about $403,167 at 4% or $268,778 at 6%; with 50% employer match about $268,778 at 4% or $179,185 at 6%; with 100% employer match about $201,583 at 4% or $134,389 at 6%. |
| Walden Group Retirement Savings Plan | - | 18 | $2,454,834 | $290,280 | $16,127iApproximate average salary by contribution assumption: employee only about $403,167 at 4% or $268,778 at 6%; with 50% employer match about $268,778 at 4% or $179,185 at 6%; with 100% employer match about $201,583 at 4% or $134,389 at 6%. |
| 2006 | 1 | 17 | $1,970,468 | $261,202 | $15,365iApproximate average salary by contribution assumption: employee only about $384,121 at 4% or $256,080 at 6%; with 50% employer match about $256,080 at 4% or $170,720 at 6%; with 100% employer match about $192,060 at 4% or $128,040 at 6%. |
| Walden Group Retirement Savings Plan | - | 17 | $1,970,468 | $261,202 | $15,365iApproximate average salary by contribution assumption: employee only about $384,121 at 4% or $256,080 at 6%; with 50% employer match about $256,080 at 4% or $170,720 at 6%; with 100% employer match about $192,060 at 4% or $128,040 at 6%. |
| 2005 | 1 | 13 | $1,609,795 | $205,813 | $15,832iApproximate average salary by contribution assumption: employee only about $395,794 at 4% or $263,863 at 6%; with 50% employer match about $263,863 at 4% or $175,909 at 6%; with 100% employer match about $197,897 at 4% or $131,931 at 6%. |
| Walden Group Retirement Savings Plan | - | 13 | $1,609,795 | $205,813 | $15,832iApproximate average salary by contribution assumption: employee only about $395,794 at 4% or $263,863 at 6%; with 50% employer match about $263,863 at 4% or $175,909 at 6%; with 100% employer match about $197,897 at 4% or $131,931 at 6%. |
| 2004 | 1 | 9 | $1,425,953 | $103,683 | $11,520iApproximate average salary by contribution assumption: employee only about $288,008 at 4% or $192,006 at 6%; with 50% employer match about $192,006 at 4% or $128,004 at 6%; with 100% employer match about $144,004 at 4% or $96,003 at 6%. |
| Walden Group Retirement Savings Plan | - | 9 | $1,425,953 | $103,683 | $11,520iApproximate average salary by contribution assumption: employee only about $288,008 at 4% or $192,006 at 6%; with 50% employer match about $192,006 at 4% or $128,004 at 6%; with 100% employer match about $144,004 at 4% or $96,003 at 6%. |
| 2003 | 1 | 14 | $1,249,043 | $110,177 | $7,870iApproximate average salary by contribution assumption: employee only about $196,745 at 4% or $131,163 at 6%; with 50% employer match about $131,163 at 4% or $87,442 at 6%; with 100% employer match about $98,372 at 4% or $65,582 at 6%. |
| Walden Group Retirement Savings Plan | - | 14 | $1,249,043 | $110,177 | $7,870iApproximate average salary by contribution assumption: employee only about $196,745 at 4% or $131,163 at 6%; with 50% employer match about $131,163 at 4% or $87,442 at 6%; with 100% employer match about $98,372 at 4% or $65,582 at 6%. |
| 2002 | 1 | 13 | $1,834,684 | $93,066 | $7,159iApproximate average salary by contribution assumption: employee only about $178,973 at 4% or $119,315 at 6%; with 50% employer match about $119,315 at 4% or $79,544 at 6%; with 100% employer match about $89,487 at 4% or $59,658 at 6%. |
| Walden Group Retirement Savings Plan | - | 13 | $1,834,684 | $93,066 | $7,159iApproximate average salary by contribution assumption: employee only about $178,973 at 4% or $119,315 at 6%; with 50% employer match about $119,315 at 4% or $79,544 at 6%; with 100% employer match about $89,487 at 4% or $59,658 at 6%. |