Civic Intelligence

Walton, Smith, Phillips & Dixon PC.

Plan context: Walton, Smith, Phillips & Dixon PC. 401K Profit Sharing Plan

EIN 38-2193316 • Traverse City, MI • 16 filings • 3 plans

216 Cass StreetTraverse City, MI 49684
Current Snapshot

Latest Year

2014

2014 Participants

4

2014 Assets

$1,609,177

2014 Contributions

$895

Historical Graphs

Total Assets Over Time

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

$1,609,177$804,589$0199920072013YearValue
$1,609,177Latest year 2013

Participants Over Time

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

530199920062013YearValue
4Latest year 2013

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
201410$0$895-
Walton, Smith, Phillips & Dixon PC. 401K Profit Sharing Plan-0$0$895-
201314$1,609,177$13,155$3,289iApproximate average salary by contribution assumption: employee only about $82,219 at 4% or $54,813 at 6%; with 50% employer match about $54,813 at 4% or $36,542 at 6%; with 100% employer match about $41,109 at 4% or $27,406 at 6%.
Walton, Smith, Phillips & Dixon PC. 401K Profit Sharing Plan-4$1,609,177$13,155$3,289iApproximate average salary by contribution assumption: employee only about $82,219 at 4% or $54,813 at 6%; with 50% employer match about $54,813 at 4% or $36,542 at 6%; with 100% employer match about $41,109 at 4% or $27,406 at 6%.
201214$1,377,550$14,155$3,539iApproximate average salary by contribution assumption: employee only about $88,469 at 4% or $58,979 at 6%; with 50% employer match about $58,979 at 4% or $39,319 at 6%; with 100% employer match about $44,234 at 4% or $29,490 at 6%.
Walton, Smith, Phillips & Dixon PC. 401K Profit Sharing Plan-4$1,377,550$14,155$3,539iApproximate average salary by contribution assumption: employee only about $88,469 at 4% or $58,979 at 6%; with 50% employer match about $58,979 at 4% or $39,319 at 6%; with 100% employer match about $44,234 at 4% or $29,490 at 6%.
201114$1,219,041$16,190$4,048iApproximate average salary by contribution assumption: employee only about $101,188 at 4% or $67,458 at 6%; with 50% employer match about $67,458 at 4% or $44,972 at 6%; with 100% employer match about $50,594 at 4% or $33,729 at 6%.
Walton, Smith, Phillips & Dixon PC. 401K Profit Sharing Plan-4$1,219,041$16,190$4,048iApproximate average salary by contribution assumption: employee only about $101,188 at 4% or $67,458 at 6%; with 50% employer match about $67,458 at 4% or $44,972 at 6%; with 100% employer match about $50,594 at 4% or $33,729 at 6%.
201014$1,218,530$15,812$3,953iApproximate average salary by contribution assumption: employee only about $98,825 at 4% or $65,883 at 6%; with 50% employer match about $65,883 at 4% or $43,922 at 6%; with 100% employer match about $49,413 at 4% or $32,942 at 6%.
Walton, Smith, Phillips & Dixon PC. 401K Profit Sharing Plan-4$1,218,530$15,812$3,953iApproximate average salary by contribution assumption: employee only about $98,825 at 4% or $65,883 at 6%; with 50% employer match about $65,883 at 4% or $43,922 at 6%; with 100% employer match about $49,413 at 4% or $32,942 at 6%.
200914$1,077,716$27,215$6,804iApproximate average salary by contribution assumption: employee only about $170,094 at 4% or $113,396 at 6%; with 50% employer match about $113,396 at 4% or $75,597 at 6%; with 100% employer match about $85,047 at 4% or $56,698 at 6%.
Walton, Smith, Phillips & Dixon PC. 401K Profit Sharing Plan-4$1,077,716$27,215$6,804iApproximate average salary by contribution assumption: employee only about $170,094 at 4% or $113,396 at 6%; with 50% employer match about $113,396 at 4% or $75,597 at 6%; with 100% employer match about $85,047 at 4% or $56,698 at 6%.
200814$843,487$4,680$1,170iApproximate average salary by contribution assumption: employee only about $29,250 at 4% or $19,500 at 6%; with 50% employer match about $19,500 at 4% or $13,000 at 6%; with 100% employer match about $14,625 at 4% or $9,750 at 6%.
Walton, Smith, Phillips & Dixon PC. 401K Profit Sharing Plan-4$843,487$4,680$1,170iApproximate average salary by contribution assumption: employee only about $29,250 at 4% or $19,500 at 6%; with 50% employer match about $19,500 at 4% or $13,000 at 6%; with 100% employer match about $14,625 at 4% or $9,750 at 6%.
200714$1,135,213$51,680$12,920iApproximate average salary by contribution assumption: employee only about $323,000 at 4% or $215,333 at 6%; with 50% employer match about $215,333 at 4% or $143,556 at 6%; with 100% employer match about $161,500 at 4% or $107,667 at 6%.
Walton, Smith, Phillips & Dixon PC. 401K Profit Sharing Plan-4$1,135,213$51,680$12,920iApproximate average salary by contribution assumption: employee only about $323,000 at 4% or $215,333 at 6%; with 50% employer match about $215,333 at 4% or $143,556 at 6%; with 100% employer match about $161,500 at 4% or $107,667 at 6%.
200614$1,033,436$44,968$11,242iApproximate average salary by contribution assumption: employee only about $281,050 at 4% or $187,367 at 6%; with 50% employer match about $187,367 at 4% or $124,911 at 6%; with 100% employer match about $140,525 at 4% or $93,683 at 6%.
Walton, Smith, Phillips & Dixon PC. 401K Profit Sharing Plan-4$1,033,436$44,968$11,242iApproximate average salary by contribution assumption: employee only about $281,050 at 4% or $187,367 at 6%; with 50% employer match about $187,367 at 4% or $124,911 at 6%; with 100% employer match about $140,525 at 4% or $93,683 at 6%.
200513$1,369,916$27,584$9,195iApproximate average salary by contribution assumption: employee only about $229,867 at 4% or $153,244 at 6%; with 50% employer match about $153,244 at 4% or $102,163 at 6%; with 100% employer match about $114,933 at 4% or $76,622 at 6%.
Walton, Smith, Phillips & Dixon PC. 401K Profit Sharing Plan-3$1,369,916$27,584$9,195iApproximate average salary by contribution assumption: employee only about $229,867 at 4% or $153,244 at 6%; with 50% employer match about $153,244 at 4% or $102,163 at 6%; with 100% employer match about $114,933 at 4% or $76,622 at 6%.
200414$1,330,752$62,504$15,626iApproximate average salary by contribution assumption: employee only about $390,650 at 4% or $260,433 at 6%; with 50% employer match about $260,433 at 4% or $173,622 at 6%; with 100% employer match about $195,325 at 4% or $130,217 at 6%.
Walton, Smith, Phillips & Dixon PC. 401K Profit Sharing Plan-4$1,330,752$62,504$15,626iApproximate average salary by contribution assumption: employee only about $390,650 at 4% or $260,433 at 6%; with 50% employer match about $260,433 at 4% or $173,622 at 6%; with 100% employer match about $195,325 at 4% or $130,217 at 6%.
200314$1,152,666$66,999$16,750iApproximate average salary by contribution assumption: employee only about $418,744 at 4% or $279,163 at 6%; with 50% employer match about $279,163 at 4% or $186,108 at 6%; with 100% employer match about $209,372 at 4% or $139,581 at 6%.
Walton, Smith, Phillips & Dixon PC. 401K Profit Sharing Plan-4$1,152,666$66,999$16,750iApproximate average salary by contribution assumption: employee only about $418,744 at 4% or $279,163 at 6%; with 50% employer match about $279,163 at 4% or $186,108 at 6%; with 100% employer match about $209,372 at 4% or $139,581 at 6%.
200214$0$0-
Walton, Smith, Phillips & Dixon PC. 401K Profit Sharing Plan-4---
200115$991,500$42,719$8,544iApproximate average salary by contribution assumption: employee only about $213,595 at 4% or $142,397 at 6%; with 50% employer match about $142,397 at 4% or $94,931 at 6%; with 100% employer match about $106,797 at 4% or $71,198 at 6%.
Walton, Smith, Phillips & Dixon PC. 401K Profit Sharing Plan-5$991,500$42,719$8,544iApproximate average salary by contribution assumption: employee only about $213,595 at 4% or $142,397 at 6%; with 50% employer match about $142,397 at 4% or $94,931 at 6%; with 100% employer match about $106,797 at 4% or $71,198 at 6%.
200015$984,892$92,213$18,443iApproximate average salary by contribution assumption: employee only about $461,065 at 4% or $307,377 at 6%; with 50% employer match about $307,377 at 4% or $204,918 at 6%; with 100% employer match about $230,532 at 4% or $153,688 at 6%.
Walton, Smith, Phillips & Dixon PC. 401K Profit Sharing Plan-5$984,892$92,213$18,443iApproximate average salary by contribution assumption: employee only about $461,065 at 4% or $307,377 at 6%; with 50% employer match about $307,377 at 4% or $204,918 at 6%; with 100% employer match about $230,532 at 4% or $153,688 at 6%.
199915$926,139$39,454$7,891iApproximate average salary by contribution assumption: employee only about $197,270 at 4% or $131,513 at 6%; with 50% employer match about $131,513 at 4% or $87,676 at 6%; with 100% employer match about $98,635 at 4% or $65,757 at 6%.
Walton, Smith, Phillips & Dixon PC. 401K Profit Sharing Plan-5$926,139$39,454$7,891iApproximate average salary by contribution assumption: employee only about $197,270 at 4% or $131,513 at 6%; with 50% employer match about $131,513 at 4% or $87,676 at 6%; with 100% employer match about $98,635 at 4% or $65,757 at 6%.