Civic Intelligence

Waller Financial Planning Group Inc.

Plan context: Waller Financial Planning Group Inc. Employees Profit Sharing Plan

EIN 31-1143130 • Columbus, OH • 24 filings • 1 plans

941 Chatham LaneSuite 212Columbus, OH 43221
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$6,030,431

2024 Contributions

$204,065

Historical Graphs

Total Assets Over Time

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

$6,030,431$3,015,216$0200220142024YearValue
$6,030,431Latest year 2024

Participants Over Time

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

1470200120132024YearValue
11Latest 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
2024111$6,030,431$204,065$18,551iApproximate average salary by contribution assumption: employee only about $463,784 at 4% or $309,189 at 6%; with 50% employer match about $309,189 at 4% or $206,126 at 6%; with 100% employer match about $231,892 at 4% or $154,595 at 6%.
Waller Financial Planning Group Inc. Employees Profit Sharing Plan-11$6,030,431$204,065$18,551iApproximate average salary by contribution assumption: employee only about $463,784 at 4% or $309,189 at 6%; with 50% employer match about $309,189 at 4% or $206,126 at 6%; with 100% employer match about $231,892 at 4% or $154,595 at 6%.
2023110$5,214,302$252,163$25,216iApproximate average salary by contribution assumption: employee only about $630,408 at 4% or $420,272 at 6%; with 50% employer match about $420,272 at 4% or $280,181 at 6%; with 100% employer match about $315,204 at 4% or $210,136 at 6%.
Waller Financial Planning Group Inc. Employees Profit Sharing Plan-10$5,214,302$252,163$25,216iApproximate average salary by contribution assumption: employee only about $630,408 at 4% or $420,272 at 6%; with 50% employer match about $420,272 at 4% or $280,181 at 6%; with 100% employer match about $315,204 at 4% or $210,136 at 6%.
2022111$4,294,575$177,932$16,176iApproximate average salary by contribution assumption: employee only about $404,391 at 4% or $269,594 at 6%; with 50% employer match about $269,594 at 4% or $179,729 at 6%; with 100% employer match about $202,195 at 4% or $134,797 at 6%.
Waller Financial Planning Group Inc. Employees Profit Sharing Plan-11$4,294,575$177,932$16,176iApproximate average salary by contribution assumption: employee only about $404,391 at 4% or $269,594 at 6%; with 50% employer match about $269,594 at 4% or $179,729 at 6%; with 100% employer match about $202,195 at 4% or $134,797 at 6%.
2021111$4,907,096$199,772$18,161iApproximate average salary by contribution assumption: employee only about $454,027 at 4% or $302,685 at 6%; with 50% employer match about $302,685 at 4% or $201,790 at 6%; with 100% employer match about $227,014 at 4% or $151,342 at 6%.
Waller Financial Planning Group Inc. Employees Profit Sharing Plan-11$4,907,096$199,772$18,161iApproximate average salary by contribution assumption: employee only about $454,027 at 4% or $302,685 at 6%; with 50% employer match about $302,685 at 4% or $201,790 at 6%; with 100% employer match about $227,014 at 4% or $151,342 at 6%.
2020111$3,955,993$196,753$17,887iApproximate average salary by contribution assumption: employee only about $447,166 at 4% or $298,111 at 6%; with 50% employer match about $298,111 at 4% or $198,740 at 6%; with 100% employer match about $223,583 at 4% or $149,055 at 6%.
Waller Financial Planning Group Inc. Employees Profit Sharing Plan-11$3,955,993$196,753$17,887iApproximate average salary by contribution assumption: employee only about $447,166 at 4% or $298,111 at 6%; with 50% employer match about $298,111 at 4% or $198,740 at 6%; with 100% employer match about $223,583 at 4% or $149,055 at 6%.
2019111$3,375,966$174,726$15,884iApproximate average salary by contribution assumption: employee only about $397,105 at 4% or $264,736 at 6%; with 50% employer match about $264,736 at 4% or $176,491 at 6%; with 100% employer match about $198,552 at 4% or $132,368 at 6%.
Waller Financial Planning Group Inc. Employees Profit Sharing Plan-11$3,375,966$174,726$15,884iApproximate average salary by contribution assumption: employee only about $397,105 at 4% or $264,736 at 6%; with 50% employer match about $264,736 at 4% or $176,491 at 6%; with 100% employer match about $198,552 at 4% or $132,368 at 6%.
2018111$2,569,756$168,855$15,350iApproximate average salary by contribution assumption: employee only about $383,761 at 4% or $255,841 at 6%; with 50% employer match about $255,841 at 4% or $170,561 at 6%; with 100% employer match about $191,881 at 4% or $127,920 at 6%.
Waller Financial Planning Group Inc. Employees Profit Sharing Plan-11$2,569,756$168,855$15,350iApproximate average salary by contribution assumption: employee only about $383,761 at 4% or $255,841 at 6%; with 50% employer match about $255,841 at 4% or $170,561 at 6%; with 100% employer match about $191,881 at 4% or $127,920 at 6%.
2017111$2,610,223$149,031$13,548iApproximate average salary by contribution assumption: employee only about $338,707 at 4% or $225,805 at 6%; with 50% employer match about $225,805 at 4% or $150,536 at 6%; with 100% employer match about $169,353 at 4% or $112,902 at 6%.
Waller Financial Planning Group Inc. Employees Profit Sharing Plan-11$2,610,223$149,031$13,548iApproximate average salary by contribution assumption: employee only about $338,707 at 4% or $225,805 at 6%; with 50% employer match about $225,805 at 4% or $150,536 at 6%; with 100% employer match about $169,353 at 4% or $112,902 at 6%.
2016111$2,130,090$145,264$13,206iApproximate average salary by contribution assumption: employee only about $330,145 at 4% or $220,097 at 6%; with 50% employer match about $220,097 at 4% or $146,731 at 6%; with 100% employer match about $165,073 at 4% or $110,048 at 6%.
Waller Financial Planning Group Inc. Employees Profit Sharing Plan-11$2,130,090$145,264$13,206iApproximate average salary by contribution assumption: employee only about $330,145 at 4% or $220,097 at 6%; with 50% employer match about $220,097 at 4% or $146,731 at 6%; with 100% employer match about $165,073 at 4% or $110,048 at 6%.
2015110$1,766,743$154,416$15,442iApproximate average salary by contribution assumption: employee only about $386,040 at 4% or $257,360 at 6%; with 50% employer match about $257,360 at 4% or $171,573 at 6%; with 100% employer match about $193,020 at 4% or $128,680 at 6%.
Waller Financial Planning Group Inc. Employees Profit Sharing Plan-10$1,766,743$154,416$15,442iApproximate average salary by contribution assumption: employee only about $386,040 at 4% or $257,360 at 6%; with 50% employer match about $257,360 at 4% or $171,573 at 6%; with 100% employer match about $193,020 at 4% or $128,680 at 6%.
2014110$1,796,987$150,382$15,038iApproximate average salary by contribution assumption: employee only about $375,955 at 4% or $250,637 at 6%; with 50% employer match about $250,637 at 4% or $167,091 at 6%; with 100% employer match about $187,978 at 4% or $125,318 at 6%.
Waller Financial Planning Group Inc. Employees Profit Sharing Plan-10$1,796,987$150,382$15,038iApproximate average salary by contribution assumption: employee only about $375,955 at 4% or $250,637 at 6%; with 50% employer match about $250,637 at 4% or $167,091 at 6%; with 100% employer match about $187,978 at 4% or $125,318 at 6%.
201319$1,827,311$133,312$14,812iApproximate average salary by contribution assumption: employee only about $370,311 at 4% or $246,874 at 6%; with 50% employer match about $246,874 at 4% or $164,583 at 6%; with 100% employer match about $185,156 at 4% or $123,437 at 6%.
Waller Financial Planning Group Inc. Employees Profit Sharing Plan-9$1,827,311$133,312$14,812iApproximate average salary by contribution assumption: employee only about $370,311 at 4% or $246,874 at 6%; with 50% employer match about $246,874 at 4% or $164,583 at 6%; with 100% employer match about $185,156 at 4% or $123,437 at 6%.
2012110$1,448,778$145,706$14,571iApproximate average salary by contribution assumption: employee only about $364,265 at 4% or $242,843 at 6%; with 50% employer match about $242,843 at 4% or $161,896 at 6%; with 100% employer match about $182,133 at 4% or $121,422 at 6%.
Waller Financial Planning Group Inc. Employees Profit Sharing Plan-10$1,448,778$145,706$14,571iApproximate average salary by contribution assumption: employee only about $364,265 at 4% or $242,843 at 6%; with 50% employer match about $242,843 at 4% or $161,896 at 6%; with 100% employer match about $182,133 at 4% or $121,422 at 6%.
2011114$2,195,907$181,292$12,949iApproximate average salary by contribution assumption: employee only about $323,736 at 4% or $215,824 at 6%; with 50% employer match about $215,824 at 4% or $143,883 at 6%; with 100% employer match about $161,868 at 4% or $107,912 at 6%.
Waller Financial Planning Group Inc. Employees Profit Sharing Plan-14$2,195,907$181,292$12,949iApproximate average salary by contribution assumption: employee only about $323,736 at 4% or $215,824 at 6%; with 50% employer match about $215,824 at 4% or $143,883 at 6%; with 100% employer match about $161,868 at 4% or $107,912 at 6%.
2010114$2,129,183$194,205$13,872iApproximate average salary by contribution assumption: employee only about $346,795 at 4% or $231,196 at 6%; with 50% employer match about $231,196 at 4% or $154,131 at 6%; with 100% employer match about $173,397 at 4% or $115,598 at 6%.
Waller Financial Planning Group Inc. Employees Profit Sharing Plan-14$2,129,183$194,205$13,872iApproximate average salary by contribution assumption: employee only about $346,795 at 4% or $231,196 at 6%; with 50% employer match about $231,196 at 4% or $154,131 at 6%; with 100% employer match about $173,397 at 4% or $115,598 at 6%.
2009114$1,643,029$184,015$13,144iApproximate average salary by contribution assumption: employee only about $328,598 at 4% or $219,065 at 6%; with 50% employer match about $219,065 at 4% or $146,044 at 6%; with 100% employer match about $164,299 at 4% or $109,533 at 6%.
Waller Financial Planning Group Inc. Employees Profit Sharing Plan-14$1,643,029$184,015$13,144iApproximate average salary by contribution assumption: employee only about $328,598 at 4% or $219,065 at 6%; with 50% employer match about $219,065 at 4% or $146,044 at 6%; with 100% employer match about $164,299 at 4% or $109,533 at 6%.
2008114$1,189,378$145,816$10,415iApproximate average salary by contribution assumption: employee only about $260,386 at 4% or $173,590 at 6%; with 50% employer match about $173,590 at 4% or $115,727 at 6%; with 100% employer match about $130,193 at 4% or $86,795 at 6%.
Waller Financial Planning Group Inc. Employees Profit Sharing Plan-14$1,189,378$145,816$10,415iApproximate average salary by contribution assumption: employee only about $260,386 at 4% or $173,590 at 6%; with 50% employer match about $173,590 at 4% or $115,727 at 6%; with 100% employer match about $130,193 at 4% or $86,795 at 6%.
2007113$0$0-
Waller Financial Planning Group Inc. Employees Profit Sharing Plan-13---
2006112$1,328,984$159,833$13,319iApproximate average salary by contribution assumption: employee only about $332,985 at 4% or $221,990 at 6%; with 50% employer match about $221,990 at 4% or $147,994 at 6%; with 100% employer match about $166,493 at 4% or $110,995 at 6%.
Waller Financial Planning Group Inc. Employees Profit Sharing Plan-12$1,328,984$159,833$13,319iApproximate average salary by contribution assumption: employee only about $332,985 at 4% or $221,990 at 6%; with 50% employer match about $221,990 at 4% or $147,994 at 6%; with 100% employer match about $166,493 at 4% or $110,995 at 6%.
2005111$977,028$130,265$11,842iApproximate average salary by contribution assumption: employee only about $296,057 at 4% or $197,371 at 6%; with 50% employer match about $197,371 at 4% or $131,581 at 6%; with 100% employer match about $148,028 at 4% or $98,686 at 6%.
Waller Financial Planning Group Inc. Employees Profit Sharing Plan-11$977,028$130,265$11,842iApproximate average salary by contribution assumption: employee only about $296,057 at 4% or $197,371 at 6%; with 50% employer match about $197,371 at 4% or $131,581 at 6%; with 100% employer match about $148,028 at 4% or $98,686 at 6%.
200419$977,700$88,330$9,814iApproximate average salary by contribution assumption: employee only about $245,361 at 4% or $163,574 at 6%; with 50% employer match about $163,574 at 4% or $109,049 at 6%; with 100% employer match about $122,681 at 4% or $81,787 at 6%.
Waller Financial Planning Group Inc. Employees Profit Sharing Plan-9$977,700$88,330$9,814iApproximate average salary by contribution assumption: employee only about $245,361 at 4% or $163,574 at 6%; with 50% employer match about $163,574 at 4% or $109,049 at 6%; with 100% employer match about $122,681 at 4% or $81,787 at 6%.
2003111$797,551$91,051$8,277iApproximate average salary by contribution assumption: employee only about $206,934 at 4% or $137,956 at 6%; with 50% employer match about $137,956 at 4% or $91,971 at 6%; with 100% employer match about $103,467 at 4% or $68,978 at 6%.
Waller Financial Planning Group Inc. Employees Profit Sharing Plan-11$797,551$91,051$8,277iApproximate average salary by contribution assumption: employee only about $206,934 at 4% or $137,956 at 6%; with 50% employer match about $137,956 at 4% or $91,971 at 6%; with 100% employer match about $103,467 at 4% or $68,978 at 6%.
2002111$518,682$84,999$7,727iApproximate average salary by contribution assumption: employee only about $193,180 at 4% or $128,786 at 6%; with 50% employer match about $128,786 at 4% or $85,858 at 6%; with 100% employer match about $96,590 at 4% or $64,393 at 6%.
Waller Financial Planning Group Inc. Employees Profit Sharing Plan-11$518,682$84,999$7,727iApproximate average salary by contribution assumption: employee only about $193,180 at 4% or $128,786 at 6%; with 50% employer match about $128,786 at 4% or $85,858 at 6%; with 100% employer match about $96,590 at 4% or $64,393 at 6%.
200119$0$0-
Waller Financial Planning Group Inc. Employees Profit Sharing Plan-9---