Civic Intelligence

David a. Waltz

Plan context: D.A. Waltz & Associates 401K Profit Sharing Plan

EIN 35-1844976 • Evansville, IN • 20 filings • 2 plans

101 Plaza East BlvdSuite 308Evansville, IN 47716
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$1,419,684

2024 Contributions

$47,150

Historical Graphs

Total Assets Over Time

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

$1,419,684$709,842$0200520162024YearValue
$1,419,684Latest year 2024

Participants Over Time

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

420200520152024YearValue
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
202413$1,419,684$47,150$15,717iApproximate average salary by contribution assumption: employee only about $392,917 at 4% or $261,944 at 6%; with 50% employer match about $261,944 at 4% or $174,630 at 6%; with 100% employer match about $196,458 at 4% or $130,972 at 6%.
D.A. Waltz & Associates 401K Profit Sharing Plan-3$1,419,684$47,150$15,717iApproximate average salary by contribution assumption: employee only about $392,917 at 4% or $261,944 at 6%; with 50% employer match about $261,944 at 4% or $174,630 at 6%; with 100% employer match about $196,458 at 4% or $130,972 at 6%.
202313$1,277,142$79,960$26,653iApproximate average salary by contribution assumption: employee only about $666,333 at 4% or $444,222 at 6%; with 50% employer match about $444,222 at 4% or $296,148 at 6%; with 100% employer match about $333,167 at 4% or $222,111 at 6%.
D.A. Waltz & Associates 401K Profit Sharing Plan-3$1,277,142$79,960$26,653iApproximate average salary by contribution assumption: employee only about $666,333 at 4% or $444,222 at 6%; with 50% employer match about $444,222 at 4% or $296,148 at 6%; with 100% employer match about $333,167 at 4% or $222,111 at 6%.
202213$1,119,260$71,848$23,949iApproximate average salary by contribution assumption: employee only about $598,733 at 4% or $399,156 at 6%; with 50% employer match about $399,156 at 4% or $266,104 at 6%; with 100% employer match about $299,367 at 4% or $199,578 at 6%.
D.A. Waltz & Associates 401K Profit Sharing Plan-3$1,119,260$71,848$23,949iApproximate average salary by contribution assumption: employee only about $598,733 at 4% or $399,156 at 6%; with 50% employer match about $399,156 at 4% or $266,104 at 6%; with 100% employer match about $299,367 at 4% or $199,578 at 6%.
202113$1,258,186$68,579$22,860iApproximate average salary by contribution assumption: employee only about $571,492 at 4% or $380,994 at 6%; with 50% employer match about $380,994 at 4% or $253,996 at 6%; with 100% employer match about $285,746 at 4% or $190,497 at 6%.
D.A. Waltz & Associates 401K Profit Sharing Plan-3$1,258,186$68,579$22,860iApproximate average salary by contribution assumption: employee only about $571,492 at 4% or $380,994 at 6%; with 50% employer match about $380,994 at 4% or $253,996 at 6%; with 100% employer match about $285,746 at 4% or $190,497 at 6%.
202013$1,054,912$67,838$22,613iApproximate average salary by contribution assumption: employee only about $565,317 at 4% or $376,878 at 6%; with 50% employer match about $376,878 at 4% or $251,252 at 6%; with 100% employer match about $282,658 at 4% or $188,439 at 6%.
D.A. Waltz & Associates 401K Profit Sharing Plan-3$1,054,912$67,838$22,613iApproximate average salary by contribution assumption: employee only about $565,317 at 4% or $376,878 at 6%; with 50% employer match about $376,878 at 4% or $251,252 at 6%; with 100% employer match about $282,658 at 4% or $188,439 at 6%.
201913$871,523$90,838$30,279iApproximate average salary by contribution assumption: employee only about $756,983 at 4% or $504,656 at 6%; with 50% employer match about $504,656 at 4% or $336,437 at 6%; with 100% employer match about $378,492 at 4% or $252,328 at 6%.
D.A. Waltz & Associates 401K Profit Sharing Plan-3$871,523$90,838$30,279iApproximate average salary by contribution assumption: employee only about $756,983 at 4% or $504,656 at 6%; with 50% employer match about $504,656 at 4% or $336,437 at 6%; with 100% employer match about $378,492 at 4% or $252,328 at 6%.
201813$665,134$58,009$19,336iApproximate average salary by contribution assumption: employee only about $483,408 at 4% or $322,272 at 6%; with 50% employer match about $322,272 at 4% or $214,848 at 6%; with 100% employer match about $241,704 at 4% or $161,136 at 6%.
D.A. Waltz & Associates 401K Profit Sharing Plan-3$665,134$58,009$19,336iApproximate average salary by contribution assumption: employee only about $483,408 at 4% or $322,272 at 6%; with 50% employer match about $322,272 at 4% or $214,848 at 6%; with 100% employer match about $241,704 at 4% or $161,136 at 6%.
201714$675,859$62,682$15,671iApproximate average salary by contribution assumption: employee only about $391,763 at 4% or $261,175 at 6%; with 50% employer match about $261,175 at 4% or $174,117 at 6%; with 100% employer match about $195,881 at 4% or $130,588 at 6%.
D.A. Waltz & Associates 401K Profit Sharing Plan-4$675,859$62,682$15,671iApproximate average salary by contribution assumption: employee only about $391,763 at 4% or $261,175 at 6%; with 50% employer match about $261,175 at 4% or $174,117 at 6%; with 100% employer match about $195,881 at 4% or $130,588 at 6%.
201613$538,347$64,123$21,374iApproximate average salary by contribution assumption: employee only about $534,358 at 4% or $356,239 at 6%; with 50% employer match about $356,239 at 4% or $237,493 at 6%; with 100% employer match about $267,179 at 4% or $178,119 at 6%.
D.A. Waltz & Associates 401K Profit Sharing Plan-3$538,347$64,123$21,374iApproximate average salary by contribution assumption: employee only about $534,358 at 4% or $356,239 at 6%; with 50% employer match about $356,239 at 4% or $237,493 at 6%; with 100% employer match about $267,179 at 4% or $178,119 at 6%.
201513$474,612$35,702$11,901iApproximate average salary by contribution assumption: employee only about $297,517 at 4% or $198,344 at 6%; with 50% employer match about $198,344 at 4% or $132,230 at 6%; with 100% employer match about $148,758 at 4% or $99,172 at 6%.
D.A. Waltz & Associates 401K Profit Sharing Plan-3$474,612$35,702$11,901iApproximate average salary by contribution assumption: employee only about $297,517 at 4% or $198,344 at 6%; with 50% employer match about $198,344 at 4% or $132,230 at 6%; with 100% employer match about $148,758 at 4% or $99,172 at 6%.
201413$476,059$72,222$24,074iApproximate average salary by contribution assumption: employee only about $601,850 at 4% or $401,233 at 6%; with 50% employer match about $401,233 at 4% or $267,489 at 6%; with 100% employer match about $300,925 at 4% or $200,617 at 6%.
D.A. Waltz & Associates 401K Profit Sharing Plan-3$476,059$72,222$24,074iApproximate average salary by contribution assumption: employee only about $601,850 at 4% or $401,233 at 6%; with 50% employer match about $401,233 at 4% or $267,489 at 6%; with 100% employer match about $300,925 at 4% or $200,617 at 6%.
201312$412,490$53,888$26,944iApproximate average salary by contribution assumption: employee only about $673,600 at 4% or $449,067 at 6%; with 50% employer match about $449,067 at 4% or $299,378 at 6%; with 100% employer match about $336,800 at 4% or $224,533 at 6%.
D.A. Waltz & Associates 401K Profit Sharing Plan-2$412,490$53,888$26,944iApproximate average salary by contribution assumption: employee only about $673,600 at 4% or $449,067 at 6%; with 50% employer match about $449,067 at 4% or $299,378 at 6%; with 100% employer match about $336,800 at 4% or $224,533 at 6%.
201212$308,968$64,716$32,358iApproximate average salary by contribution assumption: employee only about $808,950 at 4% or $539,300 at 6%; with 50% employer match about $539,300 at 4% or $359,533 at 6%; with 100% employer match about $404,475 at 4% or $269,650 at 6%.
D.A. Waltz & Associates 401K Profit Sharing Plan-2$308,968$64,716$32,358iApproximate average salary by contribution assumption: employee only about $808,950 at 4% or $539,300 at 6%; with 50% employer match about $539,300 at 4% or $359,533 at 6%; with 100% employer match about $404,475 at 4% or $269,650 at 6%.
201112$258,366$52,587$26,294iApproximate average salary by contribution assumption: employee only about $657,338 at 4% or $438,225 at 6%; with 50% employer match about $438,225 at 4% or $292,150 at 6%; with 100% employer match about $328,669 at 4% or $219,113 at 6%.
D.A. Waltz & Associates 401K Profit Sharing Plan-2$258,366$52,587$26,294iApproximate average salary by contribution assumption: employee only about $657,338 at 4% or $438,225 at 6%; with 50% employer match about $438,225 at 4% or $292,150 at 6%; with 100% employer match about $328,669 at 4% or $219,113 at 6%.
201012$202,532$63,526$31,763iApproximate average salary by contribution assumption: employee only about $794,075 at 4% or $529,383 at 6%; with 50% employer match about $529,383 at 4% or $352,922 at 6%; with 100% employer match about $397,038 at 4% or $264,692 at 6%.
D.A. Waltz & Associates 401K Profit Sharing Plan-2$202,532$63,526$31,763iApproximate average salary by contribution assumption: employee only about $794,075 at 4% or $529,383 at 6%; with 50% employer match about $529,383 at 4% or $352,922 at 6%; with 100% employer match about $397,038 at 4% or $264,692 at 6%.
200912$133,935$50,012$25,006iApproximate average salary by contribution assumption: employee only about $625,150 at 4% or $416,767 at 6%; with 50% employer match about $416,767 at 4% or $277,844 at 6%; with 100% employer match about $312,575 at 4% or $208,383 at 6%.
D.A. Waltz & Associates 401K Profit Sharing Plan-2$133,935$50,012$25,006iApproximate average salary by contribution assumption: employee only about $625,150 at 4% or $416,767 at 6%; with 50% employer match about $416,767 at 4% or $277,844 at 6%; with 100% employer match about $312,575 at 4% or $208,383 at 6%.
200812$0$0-
D.A. Waltz & Associates 401K Profit Sharing Plan-2---
200712$0$0-
D.A. Waltz & Associates 401K Profit Sharing Plan-2---
200612$41,092$20,883$10,442iApproximate average salary by contribution assumption: employee only about $261,038 at 4% or $174,025 at 6%; with 50% employer match about $174,025 at 4% or $116,017 at 6%; with 100% employer match about $130,519 at 4% or $87,013 at 6%.
D.A. Waltz & Associates 401K Profit Sharing Plan-2$41,092$20,883$10,442iApproximate average salary by contribution assumption: employee only about $261,038 at 4% or $174,025 at 6%; with 50% employer match about $174,025 at 4% or $116,017 at 6%; with 100% employer match about $130,519 at 4% or $87,013 at 6%.
200512$19,705$19,519$9,760iApproximate average salary by contribution assumption: employee only about $243,988 at 4% or $162,658 at 6%; with 50% employer match about $162,658 at 4% or $108,439 at 6%; with 100% employer match about $121,994 at 4% or $81,329 at 6%.
D.A. Waltz & Associates 401K Profit Sharing Plan-2$19,705$19,519$9,760iApproximate average salary by contribution assumption: employee only about $243,988 at 4% or $162,658 at 6%; with 50% employer match about $162,658 at 4% or $108,439 at 6%; with 100% employer match about $121,994 at 4% or $81,329 at 6%.