Civic Intelligence

Walker Poole Insurance Inc.

Plan context: Walker Poole Insurance Inc. 401(K) Rate Group Profit Sharing Plan

EIN 32-0070962 • Gaithersburg, MD • 17 filings • 2 plans

18310 Montgomery Village AveSuite 360Gaithersburg, MD 20879
Current Snapshot

Latest Year

2023

2023 Participants

9

2023 Assets

$1,581,352

2023 Contributions

$126,992

Historical Graphs

Total Assets Over Time

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

$1,581,352$790,676$0200720152023YearValue
$1,581,352Latest year 2023

Participants Over Time

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

1050200720152023YearValue
9Latest year 2023

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
202319$1,581,352$126,992$14,110iApproximate average salary by contribution assumption: employee only about $352,756 at 4% or $235,170 at 6%; with 50% employer match about $235,170 at 4% or $156,780 at 6%; with 100% employer match about $176,378 at 4% or $117,585 at 6%.
Walker Poole Insurance Inc. 401(K) Rate Group Profit Sharing Plan-9$1,581,352$126,992$14,110iApproximate average salary by contribution assumption: employee only about $352,756 at 4% or $235,170 at 6%; with 50% employer match about $235,170 at 4% or $156,780 at 6%; with 100% employer match about $176,378 at 4% or $117,585 at 6%.
2022110$1,385,658$119,763$11,976iApproximate average salary by contribution assumption: employee only about $299,408 at 4% or $199,605 at 6%; with 50% employer match about $199,605 at 4% or $133,070 at 6%; with 100% employer match about $149,704 at 4% or $99,803 at 6%.
Walker Poole Insurance Inc. 401(K) Rate Group Profit Sharing Plan-10$1,385,658$119,763$11,976iApproximate average salary by contribution assumption: employee only about $299,408 at 4% or $199,605 at 6%; with 50% employer match about $199,605 at 4% or $133,070 at 6%; with 100% employer match about $149,704 at 4% or $99,803 at 6%.
202119$1,485,409$118,721$13,191iApproximate average salary by contribution assumption: employee only about $329,781 at 4% or $219,854 at 6%; with 50% employer match about $219,854 at 4% or $146,569 at 6%; with 100% employer match about $164,890 at 4% or $109,927 at 6%.
Walker Poole Insurance Inc. 401(K) Rate Group Profit Sharing Plan-9$1,485,409$118,721$13,191iApproximate average salary by contribution assumption: employee only about $329,781 at 4% or $219,854 at 6%; with 50% employer match about $219,854 at 4% or $146,569 at 6%; with 100% employer match about $164,890 at 4% or $109,927 at 6%.
202019$1,296,258$121,783$13,531iApproximate average salary by contribution assumption: employee only about $338,286 at 4% or $225,524 at 6%; with 50% employer match about $225,524 at 4% or $150,349 at 6%; with 100% employer match about $169,143 at 4% or $112,762 at 6%.
Walker Poole Insurance Inc. 401(K) Rate Group Profit Sharing Plan-9$1,296,258$121,783$13,531iApproximate average salary by contribution assumption: employee only about $338,286 at 4% or $225,524 at 6%; with 50% employer match about $225,524 at 4% or $150,349 at 6%; with 100% employer match about $169,143 at 4% or $112,762 at 6%.
201919$1,177,544$120,592$13,399iApproximate average salary by contribution assumption: employee only about $334,978 at 4% or $223,319 at 6%; with 50% employer match about $223,319 at 4% or $148,879 at 6%; with 100% employer match about $167,489 at 4% or $111,659 at 6%.
Walker Poole Insurance Inc. 401(K) Rate Group Profit Sharing Plan-9$1,177,544$120,592$13,399iApproximate average salary by contribution assumption: employee only about $334,978 at 4% or $223,319 at 6%; with 50% employer match about $223,319 at 4% or $148,879 at 6%; with 100% employer match about $167,489 at 4% or $111,659 at 6%.
201819$939,484$117,749$13,083iApproximate average salary by contribution assumption: employee only about $327,081 at 4% or $218,054 at 6%; with 50% employer match about $218,054 at 4% or $145,369 at 6%; with 100% employer match about $163,540 at 4% or $109,027 at 6%.
Walker Poole Insurance Inc. 401(K) Rate Group Profit Sharing Plan-9$939,484$117,749$13,083iApproximate average salary by contribution assumption: employee only about $327,081 at 4% or $218,054 at 6%; with 50% employer match about $218,054 at 4% or $145,369 at 6%; with 100% employer match about $163,540 at 4% or $109,027 at 6%.
201716$875,643$103,975$17,329iApproximate average salary by contribution assumption: employee only about $433,229 at 4% or $288,819 at 6%; with 50% employer match about $288,819 at 4% or $192,546 at 6%; with 100% employer match about $216,615 at 4% or $144,410 at 6%.
Walker Poole Insurance Inc. 401(K) Rate Group Profit Sharing Plan-6$875,643$103,975$17,329iApproximate average salary by contribution assumption: employee only about $433,229 at 4% or $288,819 at 6%; with 50% employer match about $288,819 at 4% or $192,546 at 6%; with 100% employer match about $216,615 at 4% or $144,410 at 6%.
201617$746,002$97,660$13,951iApproximate average salary by contribution assumption: employee only about $348,786 at 4% or $232,524 at 6%; with 50% employer match about $232,524 at 4% or $155,016 at 6%; with 100% employer match about $174,393 at 4% or $116,262 at 6%.
Walker Poole Insurance Inc. 401(K) Rate Group Profit Sharing Plan-7$746,002$97,660$13,951iApproximate average salary by contribution assumption: employee only about $348,786 at 4% or $232,524 at 6%; with 50% employer match about $232,524 at 4% or $155,016 at 6%; with 100% employer match about $174,393 at 4% or $116,262 at 6%.
201518$676,710$93,338$11,667iApproximate average salary by contribution assumption: employee only about $291,681 at 4% or $194,454 at 6%; with 50% employer match about $194,454 at 4% or $129,636 at 6%; with 100% employer match about $145,841 at 4% or $97,227 at 6%.
Walker Poole Insurance Inc. 401(K) Rate Group Profit Sharing Plan-8$676,710$93,338$11,667iApproximate average salary by contribution assumption: employee only about $291,681 at 4% or $194,454 at 6%; with 50% employer match about $194,454 at 4% or $129,636 at 6%; with 100% employer match about $145,841 at 4% or $97,227 at 6%.
201417$607,919$91,698$13,100iApproximate average salary by contribution assumption: employee only about $327,493 at 4% or $218,329 at 6%; with 50% employer match about $218,329 at 4% or $145,552 at 6%; with 100% employer match about $163,746 at 4% or $109,164 at 6%.
Walker Poole Insurance Inc. 401(K) Rate Group Profit Sharing Plan-7$607,919$91,698$13,100iApproximate average salary by contribution assumption: employee only about $327,493 at 4% or $218,329 at 6%; with 50% employer match about $218,329 at 4% or $145,552 at 6%; with 100% employer match about $163,746 at 4% or $109,164 at 6%.
201318$518,371$86,270$10,784iApproximate average salary by contribution assumption: employee only about $269,594 at 4% or $179,729 at 6%; with 50% employer match about $179,729 at 4% or $119,819 at 6%; with 100% employer match about $134,797 at 4% or $89,865 at 6%.
Walker Poole Insurance Inc. 401(K) Rate Group Profit Sharing Plan-8$518,371$86,270$10,784iApproximate average salary by contribution assumption: employee only about $269,594 at 4% or $179,729 at 6%; with 50% employer match about $179,729 at 4% or $119,819 at 6%; with 100% employer match about $134,797 at 4% or $89,865 at 6%.
201218$449,179$87,563$10,945iApproximate average salary by contribution assumption: employee only about $273,634 at 4% or $182,423 at 6%; with 50% employer match about $182,423 at 4% or $121,615 at 6%; with 100% employer match about $136,817 at 4% or $91,211 at 6%.
Walker Poole Insurance Inc. 401(K) Rate Group Profit Sharing Plan-8$449,179$87,563$10,945iApproximate average salary by contribution assumption: employee only about $273,634 at 4% or $182,423 at 6%; with 50% employer match about $182,423 at 4% or $121,615 at 6%; with 100% employer match about $136,817 at 4% or $91,211 at 6%.
201117$367,106$81,401$11,629iApproximate average salary by contribution assumption: employee only about $290,718 at 4% or $193,812 at 6%; with 50% employer match about $193,812 at 4% or $129,208 at 6%; with 100% employer match about $145,359 at 4% or $96,906 at 6%.
Walker Poole Insurance Inc. 401(K) Rate Group Profit Sharing Plan-7$367,106$81,401$11,629iApproximate average salary by contribution assumption: employee only about $290,718 at 4% or $193,812 at 6%; with 50% employer match about $193,812 at 4% or $129,208 at 6%; with 100% employer match about $145,359 at 4% or $96,906 at 6%.
201017$297,276$78,728$11,247iApproximate average salary by contribution assumption: employee only about $281,171 at 4% or $187,448 at 6%; with 50% employer match about $187,448 at 4% or $124,965 at 6%; with 100% employer match about $140,586 at 4% or $93,724 at 6%.
Walker Poole Insurance Inc. 401(K) Rate Group Profit Sharing Plan-7$297,276$78,728$11,247iApproximate average salary by contribution assumption: employee only about $281,171 at 4% or $187,448 at 6%; with 50% employer match about $187,448 at 4% or $124,965 at 6%; with 100% employer match about $140,586 at 4% or $93,724 at 6%.
200917$194,135$72,511$10,359iApproximate average salary by contribution assumption: employee only about $258,968 at 4% or $172,645 at 6%; with 50% employer match about $172,645 at 4% or $115,097 at 6%; with 100% employer match about $129,484 at 4% or $86,323 at 6%.
Walker Poole Insurance Inc. 401(K) Rate Group Profit Sharing Plan-7$194,135$72,511$10,359iApproximate average salary by contribution assumption: employee only about $258,968 at 4% or $172,645 at 6%; with 50% employer match about $172,645 at 4% or $115,097 at 6%; with 100% employer match about $129,484 at 4% or $86,323 at 6%.
200816$110,609$66,201$11,034iApproximate average salary by contribution assumption: employee only about $275,838 at 4% or $183,892 at 6%; with 50% employer match about $183,892 at 4% or $122,594 at 6%; with 100% employer match about $137,919 at 4% or $91,946 at 6%.
Walker Poole Insurance Inc. 401(K) Rate Group Profit Sharing Plan-6$110,609$66,201$11,034iApproximate average salary by contribution assumption: employee only about $275,838 at 4% or $183,892 at 6%; with 50% employer match about $183,892 at 4% or $122,594 at 6%; with 100% employer match about $137,919 at 4% or $91,946 at 6%.
200716$63,708$62,852$10,475iApproximate average salary by contribution assumption: employee only about $261,883 at 4% or $174,589 at 6%; with 50% employer match about $174,589 at 4% or $116,393 at 6%; with 100% employer match about $130,942 at 4% or $87,294 at 6%.
Walker Poole Insurance Inc. 401(K) Rate Group Profit Sharing Plan-6$63,708$62,852$10,475iApproximate average salary by contribution assumption: employee only about $261,883 at 4% or $174,589 at 6%; with 50% employer match about $174,589 at 4% or $116,393 at 6%; with 100% employer match about $130,942 at 4% or $87,294 at 6%.