Civic Intelligence

Walton Agency Inc.

Plan context: The Walton Agency Inc. Profit Sharing Plan

EIN 38-2530861 • Jackson, MI • 24 filings • 3 plans

2929 Spring Arbor RoadJackson, MI 49203
Current Snapshot

Latest Year

2023

2023 Participants

58

2023 Assets

$7,381,070

2023 Contributions

$93,191

Historical Graphs

Total Assets Over Time

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

$9,956,592$4,978,296$0200020122022YearValue
$7,381,070Latest year 2022

Participants Over Time

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

60300200020122022YearValue
58Latest year 2022

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
202310$0$93,191-
The Walton Agency Inc. Profit Sharing Plan-0$0$93,191-
2022158$7,381,070$586,230$10,107iApproximate average salary by contribution assumption: employee only about $252,685 at 4% or $168,457 at 6%; with 50% employer match about $168,457 at 4% or $112,305 at 6%; with 100% employer match about $126,343 at 4% or $84,228 at 6%.
The Walton Agency Inc. Profit Sharing Plan-58$7,381,070$586,230$10,107iApproximate average salary by contribution assumption: employee only about $252,685 at 4% or $168,457 at 6%; with 50% employer match about $168,457 at 4% or $112,305 at 6%; with 100% employer match about $126,343 at 4% or $84,228 at 6%.
2021155$9,956,592$579,994$10,545iApproximate average salary by contribution assumption: employee only about $263,634 at 4% or $175,756 at 6%; with 50% employer match about $175,756 at 4% or $117,171 at 6%; with 100% employer match about $131,817 at 4% or $87,878 at 6%.
The Walton Agency Inc. Profit Sharing Plan-55$9,956,592$579,994$10,545iApproximate average salary by contribution assumption: employee only about $263,634 at 4% or $175,756 at 6%; with 50% employer match about $175,756 at 4% or $117,171 at 6%; with 100% employer match about $131,817 at 4% or $87,878 at 6%.
2020158$8,660,876$435,906$7,516iApproximate average salary by contribution assumption: employee only about $187,891 at 4% or $125,260 at 6%; with 50% employer match about $125,260 at 4% or $83,507 at 6%; with 100% employer match about $93,945 at 4% or $62,630 at 6%.
The Walton Agency Inc. Profit Sharing Plan-58$8,660,876$435,906$7,516iApproximate average salary by contribution assumption: employee only about $187,891 at 4% or $125,260 at 6%; with 50% employer match about $125,260 at 4% or $83,507 at 6%; with 100% employer match about $93,945 at 4% or $62,630 at 6%.
2019157$7,720,726$410,178$7,196iApproximate average salary by contribution assumption: employee only about $179,903 at 4% or $119,935 at 6%; with 50% employer match about $119,935 at 4% or $79,957 at 6%; with 100% employer match about $89,951 at 4% or $59,968 at 6%.
The Walton Agency Inc. Profit Sharing Plan-57$7,720,726$410,178$7,196iApproximate average salary by contribution assumption: employee only about $179,903 at 4% or $119,935 at 6%; with 50% employer match about $119,935 at 4% or $79,957 at 6%; with 100% employer match about $89,951 at 4% or $59,968 at 6%.
2018157$6,169,512$519,753$9,118iApproximate average salary by contribution assumption: employee only about $227,962 at 4% or $151,975 at 6%; with 50% employer match about $151,975 at 4% or $101,316 at 6%; with 100% employer match about $113,981 at 4% or $75,987 at 6%.
The Walton Agency Inc. Profit Sharing Plan-57$6,169,512$519,753$9,118iApproximate average salary by contribution assumption: employee only about $227,962 at 4% or $151,975 at 6%; with 50% employer match about $151,975 at 4% or $101,316 at 6%; with 100% employer match about $113,981 at 4% or $75,987 at 6%.
2017153$6,544,158$396,964$7,490iApproximate average salary by contribution assumption: employee only about $187,247 at 4% or $124,831 at 6%; with 50% employer match about $124,831 at 4% or $83,221 at 6%; with 100% employer match about $93,624 at 4% or $62,416 at 6%.
The Walton Agency Inc. Profit Sharing Plan-53$6,544,158$396,964$7,490iApproximate average salary by contribution assumption: employee only about $187,247 at 4% or $124,831 at 6%; with 50% employer match about $124,831 at 4% or $83,221 at 6%; with 100% employer match about $93,624 at 4% or $62,416 at 6%.
2016160$5,770,939$383,781$6,396iApproximate average salary by contribution assumption: employee only about $159,909 at 4% or $106,606 at 6%; with 50% employer match about $106,606 at 4% or $71,071 at 6%; with 100% employer match about $79,954 at 4% or $53,303 at 6%.
The Walton Agency Inc. Profit Sharing Plan-60$5,770,939$383,781$6,396iApproximate average salary by contribution assumption: employee only about $159,909 at 4% or $106,606 at 6%; with 50% employer match about $106,606 at 4% or $71,071 at 6%; with 100% employer match about $79,954 at 4% or $53,303 at 6%.
2015159$5,765,948$304,037$5,153iApproximate average salary by contribution assumption: employee only about $128,829 at 4% or $85,886 at 6%; with 50% employer match about $85,886 at 4% or $57,257 at 6%; with 100% employer match about $64,415 at 4% or $42,943 at 6%.
The Walton Agency Inc. Profit Sharing Plan-59$5,765,948$304,037$5,153iApproximate average salary by contribution assumption: employee only about $128,829 at 4% or $85,886 at 6%; with 50% employer match about $85,886 at 4% or $57,257 at 6%; with 100% employer match about $64,415 at 4% or $42,943 at 6%.
2014155$5,565,365$279,656$5,085iApproximate average salary by contribution assumption: employee only about $127,116 at 4% or $84,744 at 6%; with 50% employer match about $84,744 at 4% or $56,496 at 6%; with 100% employer match about $63,558 at 4% or $42,372 at 6%.
The Walton Agency Inc. Profit Sharing Plan-55$5,565,365$279,656$5,085iApproximate average salary by contribution assumption: employee only about $127,116 at 4% or $84,744 at 6%; with 50% employer match about $84,744 at 4% or $56,496 at 6%; with 100% employer match about $63,558 at 4% or $42,372 at 6%.
2013149$5,469,164$235,367$4,803iApproximate average salary by contribution assumption: employee only about $120,085 at 4% or $80,057 at 6%; with 50% employer match about $80,057 at 4% or $53,371 at 6%; with 100% employer match about $60,043 at 4% or $40,028 at 6%.
The Walton Agency Inc. Profit Sharing Plan-49$5,469,164$235,367$4,803iApproximate average salary by contribution assumption: employee only about $120,085 at 4% or $80,057 at 6%; with 50% employer match about $80,057 at 4% or $53,371 at 6%; with 100% employer match about $60,043 at 4% or $40,028 at 6%.
2012131$4,683,388$202,126$6,520iApproximate average salary by contribution assumption: employee only about $163,005 at 4% or $108,670 at 6%; with 50% employer match about $108,670 at 4% or $72,447 at 6%; with 100% employer match about $81,502 at 4% or $54,335 at 6%.
The Walton Agency Inc. Profit Sharing Plan-31$4,683,388$202,126$6,520iApproximate average salary by contribution assumption: employee only about $163,005 at 4% or $108,670 at 6%; with 50% employer match about $108,670 at 4% or $72,447 at 6%; with 100% employer match about $81,502 at 4% or $54,335 at 6%.
2011134$4,326,242$194,463$5,720iApproximate average salary by contribution assumption: employee only about $142,988 at 4% or $95,325 at 6%; with 50% employer match about $95,325 at 4% or $63,550 at 6%; with 100% employer match about $71,494 at 4% or $47,663 at 6%.
The Walton Agency Inc. Profit Sharing Plan-34$4,326,242$194,463$5,720iApproximate average salary by contribution assumption: employee only about $142,988 at 4% or $95,325 at 6%; with 50% employer match about $95,325 at 4% or $63,550 at 6%; with 100% employer match about $71,494 at 4% or $47,663 at 6%.
2010137$4,283,270$198,689$5,370iApproximate average salary by contribution assumption: employee only about $134,249 at 4% or $89,500 at 6%; with 50% employer match about $89,500 at 4% or $59,666 at 6%; with 100% employer match about $67,125 at 4% or $44,750 at 6%.
The Walton Agency Inc. Profit Sharing Plan-37$4,283,270$198,689$5,370iApproximate average salary by contribution assumption: employee only about $134,249 at 4% or $89,500 at 6%; with 50% employer match about $89,500 at 4% or $59,666 at 6%; with 100% employer match about $67,125 at 4% or $44,750 at 6%.
2009138$4,379,078$217,199$5,716iApproximate average salary by contribution assumption: employee only about $142,894 at 4% or $95,263 at 6%; with 50% employer match about $95,263 at 4% or $63,508 at 6%; with 100% employer match about $71,447 at 4% or $47,631 at 6%.
The Walton Agency Inc. Profit Sharing Plan-38$4,379,078$217,199$5,716iApproximate average salary by contribution assumption: employee only about $142,894 at 4% or $95,263 at 6%; with 50% employer match about $95,263 at 4% or $63,508 at 6%; with 100% employer match about $71,447 at 4% or $47,631 at 6%.
2008141$3,645,722$305,559$7,453iApproximate average salary by contribution assumption: employee only about $186,316 at 4% or $124,211 at 6%; with 50% employer match about $124,211 at 4% or $82,807 at 6%; with 100% employer match about $93,158 at 4% or $62,105 at 6%.
The Walton Agency Inc. Profit Sharing Plan-41$3,645,722$305,559$7,453iApproximate average salary by contribution assumption: employee only about $186,316 at 4% or $124,211 at 6%; with 50% employer match about $124,211 at 4% or $82,807 at 6%; with 100% employer match about $93,158 at 4% or $62,105 at 6%.
2007144$0$0-
The Walton Agency Inc. Profit Sharing Plan-44---
2006146$4,879,866$319,997$6,956iApproximate average salary by contribution assumption: employee only about $173,911 at 4% or $115,941 at 6%; with 50% employer match about $115,941 at 4% or $77,294 at 6%; with 100% employer match about $86,956 at 4% or $57,970 at 6%.
The Walton Agency Inc. Profit Sharing Plan-46$4,879,866$319,997$6,956iApproximate average salary by contribution assumption: employee only about $173,911 at 4% or $115,941 at 6%; with 50% employer match about $115,941 at 4% or $77,294 at 6%; with 100% employer match about $86,956 at 4% or $57,970 at 6%.
2005138$4,002,061$288,475$7,591iApproximate average salary by contribution assumption: employee only about $189,786 at 4% or $126,524 at 6%; with 50% employer match about $126,524 at 4% or $84,349 at 6%; with 100% employer match about $94,893 at 4% or $63,262 at 6%.
The Walton Agency Inc. Profit Sharing Plan-38$4,002,061$288,475$7,591iApproximate average salary by contribution assumption: employee only about $189,786 at 4% or $126,524 at 6%; with 50% employer match about $126,524 at 4% or $84,349 at 6%; with 100% employer match about $94,893 at 4% or $63,262 at 6%.
2004136$3,863,399$284,675$7,908iApproximate average salary by contribution assumption: employee only about $197,691 at 4% or $131,794 at 6%; with 50% employer match about $131,794 at 4% or $87,863 at 6%; with 100% employer match about $98,845 at 4% or $65,897 at 6%.
The Walton Agency Inc. Profit Sharing Plan-36$3,863,399$284,675$7,908iApproximate average salary by contribution assumption: employee only about $197,691 at 4% or $131,794 at 6%; with 50% employer match about $131,794 at 4% or $87,863 at 6%; with 100% employer match about $98,845 at 4% or $65,897 at 6%.
2003139$3,290,038$270,994$6,949iApproximate average salary by contribution assumption: employee only about $173,714 at 4% or $115,809 at 6%; with 50% employer match about $115,809 at 4% or $77,206 at 6%; with 100% employer match about $86,857 at 4% or $57,905 at 6%.
The Walton Agency Inc. Profit Sharing Plan-39$3,290,038$270,994$6,949iApproximate average salary by contribution assumption: employee only about $173,714 at 4% or $115,809 at 6%; with 50% employer match about $115,809 at 4% or $77,206 at 6%; with 100% employer match about $86,857 at 4% or $57,905 at 6%.
200210$2,440,105$227,723-
The Walton Agency Inc. Profit Sharing Plan-0$2,440,105$227,723-
2001129$0$0-
The Walton Agency Inc. Profit Sharing Plan-29---
2000127$2,474,894$198,909$7,367iApproximate average salary by contribution assumption: employee only about $184,175 at 4% or $122,783 at 6%; with 50% employer match about $122,783 at 4% or $81,856 at 6%; with 100% employer match about $92,088 at 4% or $61,392 at 6%.
The Walton Agency Inc. Profit Sharing Plan-27$2,474,894$198,909$7,367iApproximate average salary by contribution assumption: employee only about $184,175 at 4% or $122,783 at 6%; with 50% employer match about $122,783 at 4% or $81,856 at 6%; with 100% employer match about $92,088 at 4% or $61,392 at 6%.