Civic Intelligence

Walker Financial Advisors Inc.

Plan context: Walker Financial Advisors Inc. 401K Plan

EIN 33-0785066 • Mission Viejo, CA • 37 filings • 7 plans

27201 Puerta Real, Suite 465Mission Viejo, CA 92691
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$6,627,131

2024 Contributions

$148,136

Historical Graphs

Total Assets Over Time

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

$6,627,131$3,313,566$0199920132024YearValue
$6,627,131Latest year 2024

Participants Over Time

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

320199920122024YearValue
3Latest 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
202423$6,627,131$148,136$49,379iApproximate average salary by contribution assumption: employee only about $1,234,467 at 4% or $822,978 at 6%; with 50% employer match about $822,978 at 4% or $548,652 at 6%; with 100% employer match about $617,233 at 4% or $411,489 at 6%.
Walker Financial Advisors Inc. 401K Plan-3$5,608,583$148,136$49,379iApproximate average salary by contribution assumption: employee only about $1,234,467 at 4% or $822,978 at 6%; with 50% employer match about $822,978 at 4% or $548,652 at 6%; with 100% employer match about $617,233 at 4% or $411,489 at 6%.
Walker Financial Advisors Inc. Defined Benefit Pension Plan-3$1,018,548$0-
202323$5,638,422$289,573$96,524iApproximate average salary by contribution assumption: employee only about $2,413,108 at 4% or $1,608,739 at 6%; with 50% employer match about $1,608,739 at 4% or $1,072,493 at 6%; with 100% employer match about $1,206,554 at 4% or $804,369 at 6%.
Walker Financial Advisors Inc. 401K Plan-3$4,840,932$139,573$46,524iApproximate average salary by contribution assumption: employee only about $1,163,108 at 4% or $775,406 at 6%; with 50% employer match about $775,406 at 4% or $516,937 at 6%; with 100% employer match about $581,554 at 4% or $387,703 at 6%.
Walker Financial Advisors Inc. Defined Benefit Pension Plan-3$797,490$150,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
202222$4,712,737$281,608$140,804iApproximate average salary by contribution assumption: employee only about $3,520,100 at 4% or $2,346,733 at 6%; with 50% employer match about $2,346,733 at 4% or $1,564,489 at 6%; with 100% employer match about $1,760,050 at 4% or $1,173,367 at 6%.
Walker Financial Advisors Inc. 401K Plan-2$4,115,387$131,608$65,804iApproximate average salary by contribution assumption: employee only about $1,645,100 at 4% or $1,096,733 at 6%; with 50% employer match about $1,096,733 at 4% or $731,156 at 6%; with 100% employer match about $822,550 at 4% or $548,367 at 6%.
Walker Financial Advisors Inc. Defined Benefit Pension Plan-2$597,350$150,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
202122$5,306,866$278,348$139,174iApproximate average salary by contribution assumption: employee only about $3,479,350 at 4% or $2,319,567 at 6%; with 50% employer match about $2,319,567 at 4% or $1,546,378 at 6%; with 100% employer match about $1,739,675 at 4% or $1,159,783 at 6%.
Walker Financial Advisors Inc. 401K Plan-2$4,836,869$128,348$64,174iApproximate average salary by contribution assumption: employee only about $1,604,350 at 4% or $1,069,567 at 6%; with 50% employer match about $1,069,567 at 4% or $713,044 at 6%; with 100% employer match about $802,175 at 4% or $534,783 at 6%.
Walker Financial Advisors Inc. Defined Benefit Pension Plan-2$469,997$150,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
202022$4,239,517$256,163$128,082iApproximate average salary by contribution assumption: employee only about $3,202,038 at 4% or $2,134,692 at 6%; with 50% employer match about $2,134,692 at 4% or $1,423,128 at 6%; with 100% employer match about $1,601,019 at 4% or $1,067,346 at 6%.
Walker Financial Advisors Inc. 401K Plan-2$3,957,835$106,163$53,082iApproximate average salary by contribution assumption: employee only about $1,327,038 at 4% or $884,692 at 6%; with 50% employer match about $884,692 at 4% or $589,794 at 6%; with 100% employer match about $663,519 at 4% or $442,346 at 6%.
Walker Financial Advisors Inc. Defined Benefit Pension Plan-2$281,682$150,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
201922$3,241,224$238,538$119,269iApproximate average salary by contribution assumption: employee only about $2,981,725 at 4% or $1,987,817 at 6%; with 50% employer match about $1,987,817 at 4% or $1,325,211 at 6%; with 100% employer match about $1,490,863 at 4% or $993,908 at 6%.
Walker Financial Advisors Inc. 401K Plan-2$3,111,028$108,342$54,171iApproximate average salary by contribution assumption: employee only about $1,354,275 at 4% or $902,850 at 6%; with 50% employer match about $902,850 at 4% or $601,900 at 6%; with 100% employer match about $677,138 at 4% or $451,425 at 6%.
Walker Financial Advisors Inc. Defined Benefit Pension Plan-2$130,196$130,196$65,098iApproximate average salary by contribution assumption: employee only about $1,627,450 at 4% or $1,084,967 at 6%; with 50% employer match about $1,084,967 at 4% or $723,311 at 6%; with 100% employer match about $813,725 at 4% or $542,483 at 6%.
201812$2,488,555$106,337$53,169iApproximate average salary by contribution assumption: employee only about $1,329,213 at 4% or $886,142 at 6%; with 50% employer match about $886,142 at 4% or $590,761 at 6%; with 100% employer match about $664,606 at 4% or $443,071 at 6%.
Walker Financial Advisors Inc. 401K Plan-2$2,488,555$106,337$53,169iApproximate average salary by contribution assumption: employee only about $1,329,213 at 4% or $886,142 at 6%; with 50% employer match about $886,142 at 4% or $590,761 at 6%; with 100% employer match about $664,606 at 4% or $443,071 at 6%.
201712$2,509,751$102,765$51,383iApproximate average salary by contribution assumption: employee only about $1,284,563 at 4% or $856,375 at 6%; with 50% employer match about $856,375 at 4% or $570,917 at 6%; with 100% employer match about $642,281 at 4% or $428,188 at 6%.
Walker Financial Advisors Inc. 401K Plan-2$2,509,751$102,765$51,383iApproximate average salary by contribution assumption: employee only about $1,284,563 at 4% or $856,375 at 6%; with 50% employer match about $856,375 at 4% or $570,917 at 6%; with 100% employer match about $642,281 at 4% or $428,188 at 6%.
201612$1,976,474$102,865$51,433iApproximate average salary by contribution assumption: employee only about $1,285,813 at 4% or $857,208 at 6%; with 50% employer match about $857,208 at 4% or $571,472 at 6%; with 100% employer match about $642,906 at 4% or $428,604 at 6%.
Walker Financial Advisors Inc. 401K Plan-2$1,976,474$102,865$51,433iApproximate average salary by contribution assumption: employee only about $1,285,813 at 4% or $857,208 at 6%; with 50% employer match about $857,208 at 4% or $571,472 at 6%; with 100% employer match about $642,906 at 4% or $428,604 at 6%.
201512$1,771,370$112,581$56,291iApproximate average salary by contribution assumption: employee only about $1,407,263 at 4% or $938,175 at 6%; with 50% employer match about $938,175 at 4% or $625,450 at 6%; with 100% employer match about $703,631 at 4% or $469,088 at 6%.
Walker Financial Advisors Inc. 401K Plan-2$1,771,370$112,581$56,291iApproximate average salary by contribution assumption: employee only about $1,407,263 at 4% or $938,175 at 6%; with 50% employer match about $938,175 at 4% or $625,450 at 6%; with 100% employer match about $703,631 at 4% or $469,088 at 6%.
201412$1,664,346$89,117$44,559iApproximate average salary by contribution assumption: employee only about $1,113,963 at 4% or $742,642 at 6%; with 50% employer match about $742,642 at 4% or $495,094 at 6%; with 100% employer match about $556,981 at 4% or $371,321 at 6%.
Walker Financial Advisors Inc. 401K Plan-2$1,664,346$89,117$44,559iApproximate average salary by contribution assumption: employee only about $1,113,963 at 4% or $742,642 at 6%; with 50% employer match about $742,642 at 4% or $495,094 at 6%; with 100% employer match about $556,981 at 4% or $371,321 at 6%.
201312$1,496,622$92,292$46,146iApproximate average salary by contribution assumption: employee only about $1,153,650 at 4% or $769,100 at 6%; with 50% employer match about $769,100 at 4% or $512,733 at 6%; with 100% employer match about $576,825 at 4% or $384,550 at 6%.
Walker Financial Advisors Inc. 401K Plan-2$1,496,622$92,292$46,146iApproximate average salary by contribution assumption: employee only about $1,153,650 at 4% or $769,100 at 6%; with 50% employer match about $769,100 at 4% or $512,733 at 6%; with 100% employer match about $576,825 at 4% or $384,550 at 6%.
201212$1,271,242$90,488$45,244iApproximate average salary by contribution assumption: employee only about $1,131,100 at 4% or $754,067 at 6%; with 50% employer match about $754,067 at 4% or $502,711 at 6%; with 100% employer match about $565,550 at 4% or $377,033 at 6%.
Walker Financial Advisors Inc. 401K Plan-2$1,271,242$90,488$45,244iApproximate average salary by contribution assumption: employee only about $1,131,100 at 4% or $754,067 at 6%; with 50% employer match about $754,067 at 4% or $502,711 at 6%; with 100% employer match about $565,550 at 4% or $377,033 at 6%.
201112$1,053,477$76,271$38,136iApproximate average salary by contribution assumption: employee only about $953,388 at 4% or $635,592 at 6%; with 50% employer match about $635,592 at 4% or $423,728 at 6%; with 100% employer match about $476,694 at 4% or $317,796 at 6%.
Walker Financial Advisors Inc. 401K Plan-2$1,053,477$76,271$38,136iApproximate average salary by contribution assumption: employee only about $953,388 at 4% or $635,592 at 6%; with 50% employer match about $635,592 at 4% or $423,728 at 6%; with 100% employer match about $476,694 at 4% or $317,796 at 6%.
201012$928,692$85,147$42,574iApproximate average salary by contribution assumption: employee only about $1,064,338 at 4% or $709,558 at 6%; with 50% employer match about $709,558 at 4% or $473,039 at 6%; with 100% employer match about $532,169 at 4% or $354,779 at 6%.
Walker Financial Advisors Inc. 401K Plan-2$928,692$85,147$42,574iApproximate average salary by contribution assumption: employee only about $1,064,338 at 4% or $709,558 at 6%; with 50% employer match about $709,558 at 4% or $473,039 at 6%; with 100% employer match about $532,169 at 4% or $354,779 at 6%.
200912$720,904$74,139$37,070iApproximate average salary by contribution assumption: employee only about $926,738 at 4% or $617,825 at 6%; with 50% employer match about $617,825 at 4% or $411,883 at 6%; with 100% employer match about $463,369 at 4% or $308,913 at 6%.
Walker Financial Advisors Inc. 401K Plan-2$720,904$74,139$37,070iApproximate average salary by contribution assumption: employee only about $926,738 at 4% or $617,825 at 6%; with 50% employer match about $617,825 at 4% or $411,883 at 6%; with 100% employer match about $463,369 at 4% or $308,913 at 6%.
200812$490,349$69,865$34,933iApproximate average salary by contribution assumption: employee only about $873,313 at 4% or $582,208 at 6%; with 50% employer match about $582,208 at 4% or $388,139 at 6%; with 100% employer match about $436,656 at 4% or $291,104 at 6%.
Walker Financial Advisors Inc. 401K Plan-2$490,349$69,865$34,933iApproximate average salary by contribution assumption: employee only about $873,313 at 4% or $582,208 at 6%; with 50% employer match about $582,208 at 4% or $388,139 at 6%; with 100% employer match about $436,656 at 4% or $291,104 at 6%.
200712$670,084$72,968$36,484iApproximate average salary by contribution assumption: employee only about $912,100 at 4% or $608,067 at 6%; with 50% employer match about $608,067 at 4% or $405,378 at 6%; with 100% employer match about $456,050 at 4% or $304,033 at 6%.
Walker Financial Advisors Inc. 401K Plan-2$670,084$72,968$36,484iApproximate average salary by contribution assumption: employee only about $912,100 at 4% or $608,067 at 6%; with 50% employer match about $608,067 at 4% or $405,378 at 6%; with 100% employer match about $456,050 at 4% or $304,033 at 6%.
200612$568,443$75,014$37,507iApproximate average salary by contribution assumption: employee only about $937,675 at 4% or $625,117 at 6%; with 50% employer match about $625,117 at 4% or $416,744 at 6%; with 100% employer match about $468,838 at 4% or $312,558 at 6%.
Walker Financial Advisors Inc. 401K Plan-2$568,443$75,014$37,507iApproximate average salary by contribution assumption: employee only about $937,675 at 4% or $625,117 at 6%; with 50% employer match about $625,117 at 4% or $416,744 at 6%; with 100% employer match about $468,838 at 4% or $312,558 at 6%.
200512$432,698$68,296$34,148iApproximate average salary by contribution assumption: employee only about $853,700 at 4% or $569,133 at 6%; with 50% employer match about $569,133 at 4% or $379,422 at 6%; with 100% employer match about $426,850 at 4% or $284,567 at 6%.
Walker Financial Advisors Inc. 401K Plan-2$432,698$68,296$34,148iApproximate average salary by contribution assumption: employee only about $853,700 at 4% or $569,133 at 6%; with 50% employer match about $569,133 at 4% or $379,422 at 6%; with 100% employer match about $426,850 at 4% or $284,567 at 6%.
200412$342,015$63,801$31,901iApproximate average salary by contribution assumption: employee only about $797,513 at 4% or $531,675 at 6%; with 50% employer match about $531,675 at 4% or $354,450 at 6%; with 100% employer match about $398,756 at 4% or $265,838 at 6%.
Walker Financial Advisors Inc. 401K Plan-2$342,015$63,801$31,901iApproximate average salary by contribution assumption: employee only about $797,513 at 4% or $531,675 at 6%; with 50% employer match about $531,675 at 4% or $354,450 at 6%; with 100% employer match about $398,756 at 4% or $265,838 at 6%.
200312$246,706$60,841$30,421iApproximate average salary by contribution assumption: employee only about $760,513 at 4% or $507,008 at 6%; with 50% employer match about $507,008 at 4% or $338,006 at 6%; with 100% employer match about $380,256 at 4% or $253,504 at 6%.
Walker Financial Advisors Inc. 401K Plan-2$246,706$60,841$30,421iApproximate average salary by contribution assumption: employee only about $760,513 at 4% or $507,008 at 6%; with 50% employer match about $507,008 at 4% or $338,006 at 6%; with 100% employer match about $380,256 at 4% or $253,504 at 6%.
200232$138,201$11,259$5,630iApproximate average salary by contribution assumption: employee only about $140,738 at 4% or $93,825 at 6%; with 50% employer match about $93,825 at 4% or $62,550 at 6%; with 100% employer match about $70,369 at 4% or $46,913 at 6%.
Walker Financial Advisors Inc. 401K Plan-2$138,201$11,259$5,630iApproximate average salary by contribution assumption: employee only about $140,738 at 4% or $93,825 at 6%; with 50% employer match about $93,825 at 4% or $62,550 at 6%; with 100% employer match about $70,369 at 4% or $46,913 at 6%.
Walker Financial Advisors Inc. Defined Benefit Pension Plan-2---
Walker Financial Advisors Inc. Defined Benefit Pension Plan-0---
200122$0$0-
Walker Financial Advisors Inc. Defined Benefit Pension Plan-2---
Walker Financial Advisors Inc. 401K Plan-2---
200022$0$0-
Walker Financial Advisors Inc. Defined Benefit Pension Plan-2---
Walker Financial Advisors Inc. 401K Plan-2---
199922$92,212$42,839$21,420iApproximate average salary by contribution assumption: employee only about $535,488 at 4% or $356,992 at 6%; with 50% employer match about $356,992 at 4% or $237,994 at 6%; with 100% employer match about $267,744 at 4% or $178,496 at 6%.
Walker Financial Advisors Inc. 401K Plan-2$54,784$27,772$13,886iApproximate average salary by contribution assumption: employee only about $347,150 at 4% or $231,433 at 6%; with 50% employer match about $231,433 at 4% or $154,289 at 6%; with 100% employer match about $173,575 at 4% or $115,717 at 6%.
Walker Financial Advisors Inc. Defined Benefit Pension Plan-2$37,428$15,067$7,534iApproximate average salary by contribution assumption: employee only about $188,338 at 4% or $125,558 at 6%; with 50% employer match about $125,558 at 4% or $83,706 at 6%; with 100% employer match about $94,169 at 4% or $62,779 at 6%.