James E. Walsh, Jr. PC.
Plan context: Clark, Butler, Walsh and Hamann PC. 401(K) Profit Sharing Plan
EIN 42-1172003 • Waterloo, IA • 27 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
14
2024 Assets
$8,677,080
2024 Contributions
$210,049
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 14 | $8,677,080 | $210,049 | $15,004iApproximate average salary by contribution assumption: employee only about $375,088 at 4% or $250,058 at 6%; with 50% employer match about $250,058 at 4% or $166,706 at 6%; with 100% employer match about $187,544 at 4% or $125,029 at 6%. |
| Clark, Butler, Walsh and Hamann PC. 401(K) Profit Sharing Plan | - | 14 | $8,677,080 | $210,049 | $15,004iApproximate average salary by contribution assumption: employee only about $375,088 at 4% or $250,058 at 6%; with 50% employer match about $250,058 at 4% or $166,706 at 6%; with 100% employer match about $187,544 at 4% or $125,029 at 6%. |
| 2023 | 1 | 15 | $7,250,534 | $181,956 | $12,130iApproximate average salary by contribution assumption: employee only about $303,260 at 4% or $202,173 at 6%; with 50% employer match about $202,173 at 4% or $134,782 at 6%; with 100% employer match about $151,630 at 4% or $101,087 at 6%. |
| Clark, Butler, Walsh and Hamann PC. 401(K) Profit Sharing Plan | - | 15 | $7,250,534 | $181,956 | $12,130iApproximate average salary by contribution assumption: employee only about $303,260 at 4% or $202,173 at 6%; with 50% employer match about $202,173 at 4% or $134,782 at 6%; with 100% employer match about $151,630 at 4% or $101,087 at 6%. |
| 2022 | 1 | 15 | $5,901,820 | $213,885 | $14,259iApproximate average salary by contribution assumption: employee only about $356,475 at 4% or $237,650 at 6%; with 50% employer match about $237,650 at 4% or $158,433 at 6%; with 100% employer match about $178,238 at 4% or $118,825 at 6%. |
| Clark, Butler, Walsh and Hamann PC. 401(K) Profit Sharing Plan | - | 15 | $5,901,820 | $213,885 | $14,259iApproximate average salary by contribution assumption: employee only about $356,475 at 4% or $237,650 at 6%; with 50% employer match about $237,650 at 4% or $158,433 at 6%; with 100% employer match about $178,238 at 4% or $118,825 at 6%. |
| 2021 | 1 | 16 | $6,813,783 | $179,687 | $11,230iApproximate average salary by contribution assumption: employee only about $280,761 at 4% or $187,174 at 6%; with 50% employer match about $187,174 at 4% or $124,783 at 6%; with 100% employer match about $140,380 at 4% or $93,587 at 6%. |
| Clark, Butler, Walsh and Hamann PC. 401(K) Profit Sharing Plan | - | 16 | $6,813,783 | $179,687 | $11,230iApproximate average salary by contribution assumption: employee only about $280,761 at 4% or $187,174 at 6%; with 50% employer match about $187,174 at 4% or $124,783 at 6%; with 100% employer match about $140,380 at 4% or $93,587 at 6%. |
| 2020 | 1 | 16 | $5,510,867 | $179,819 | $11,239iApproximate average salary by contribution assumption: employee only about $280,967 at 4% or $187,311 at 6%; with 50% employer match about $187,311 at 4% or $124,874 at 6%; with 100% employer match about $140,484 at 4% or $93,656 at 6%. |
| Clark, Butler, Walsh and Hamann PC. 401(K) Profit Sharing Plan | - | 16 | $5,510,867 | $179,819 | $11,239iApproximate average salary by contribution assumption: employee only about $280,967 at 4% or $187,311 at 6%; with 50% employer match about $187,311 at 4% or $124,874 at 6%; with 100% employer match about $140,484 at 4% or $93,656 at 6%. |
| 2019 | 1 | 16 | $4,651,940 | $174,718 | $10,920iApproximate average salary by contribution assumption: employee only about $272,997 at 4% or $181,998 at 6%; with 50% employer match about $181,998 at 4% or $121,332 at 6%; with 100% employer match about $136,498 at 4% or $90,999 at 6%. |
| Clark, Butler, Walsh and Hamann PC. 401(K) Profit Sharing Plan | - | 16 | $4,651,940 | $174,718 | $10,920iApproximate average salary by contribution assumption: employee only about $272,997 at 4% or $181,998 at 6%; with 50% employer match about $181,998 at 4% or $121,332 at 6%; with 100% employer match about $136,498 at 4% or $90,999 at 6%. |
| 2018 | 1 | 16 | $3,638,241 | $156,539 | $9,784iApproximate average salary by contribution assumption: employee only about $244,592 at 4% or $163,061 at 6%; with 50% employer match about $163,061 at 4% or $108,708 at 6%; with 100% employer match about $122,296 at 4% or $81,531 at 6%. |
| Clark, Butler, Walsh and Hamann PC. 401(K) Profit Sharing Plan | - | 16 | $3,638,241 | $156,539 | $9,784iApproximate average salary by contribution assumption: employee only about $244,592 at 4% or $163,061 at 6%; with 50% employer match about $163,061 at 4% or $108,708 at 6%; with 100% employer match about $122,296 at 4% or $81,531 at 6%. |
| 2017 | 1 | 15 | $3,841,472 | $157,175 | $10,478iApproximate average salary by contribution assumption: employee only about $261,958 at 4% or $174,639 at 6%; with 50% employer match about $174,639 at 4% or $116,426 at 6%; with 100% employer match about $130,979 at 4% or $87,319 at 6%. |
| Clark, Butler, Walsh and Hamann PC. 401(K) Profit Sharing Plan | - | 15 | $3,841,472 | $157,175 | $10,478iApproximate average salary by contribution assumption: employee only about $261,958 at 4% or $174,639 at 6%; with 50% employer match about $174,639 at 4% or $116,426 at 6%; with 100% employer match about $130,979 at 4% or $87,319 at 6%. |
| 2016 | 1 | 16 | $3,271,146 | $33,684 | $2,105iApproximate average salary by contribution assumption: employee only about $52,631 at 4% or $35,088 at 6%; with 50% employer match about $35,088 at 4% or $23,392 at 6%; with 100% employer match about $26,316 at 4% or $17,544 at 6%. |
| Clark, Butler, Walsh and Hamann PC. 401(K) Profit Sharing Plan | - | 16 | $3,271,146 | $33,684 | $2,105iApproximate average salary by contribution assumption: employee only about $52,631 at 4% or $35,088 at 6%; with 50% employer match about $35,088 at 4% or $23,392 at 6%; with 100% employer match about $26,316 at 4% or $17,544 at 6%. |
| 2015 | 1 | 15 | $4,500,656 | $152,314 | $10,154iApproximate average salary by contribution assumption: employee only about $253,857 at 4% or $169,238 at 6%; with 50% employer match about $169,238 at 4% or $112,825 at 6%; with 100% employer match about $126,928 at 4% or $84,619 at 6%. |
| Clark, Butler, Walsh and Hamann PC. 401(K) Profit Sharing Plan | - | 15 | $4,500,656 | $152,314 | $10,154iApproximate average salary by contribution assumption: employee only about $253,857 at 4% or $169,238 at 6%; with 50% employer match about $169,238 at 4% or $112,825 at 6%; with 100% employer match about $126,928 at 4% or $84,619 at 6%. |
| 2014 | 1 | 15 | $4,425,046 | $154,352 | $10,290iApproximate average salary by contribution assumption: employee only about $257,253 at 4% or $171,502 at 6%; with 50% employer match about $171,502 at 4% or $114,335 at 6%; with 100% employer match about $128,627 at 4% or $85,751 at 6%. |
| Clark, Butler, Walsh and Hamann PC. 401(K) Profit Sharing Plan | - | 15 | $4,425,046 | $154,352 | $10,290iApproximate average salary by contribution assumption: employee only about $257,253 at 4% or $171,502 at 6%; with 50% employer match about $171,502 at 4% or $114,335 at 6%; with 100% employer match about $128,627 at 4% or $85,751 at 6%. |
| 2013 | 1 | 15 | $3,983,657 | $140,987 | $9,399iApproximate average salary by contribution assumption: employee only about $234,978 at 4% or $156,652 at 6%; with 50% employer match about $156,652 at 4% or $104,435 at 6%; with 100% employer match about $117,489 at 4% or $78,326 at 6%. |
| Clark, Butler, Walsh and Hamann PC. 401(K) Profit Sharing Plan | - | 15 | $3,983,657 | $140,987 | $9,399iApproximate average salary by contribution assumption: employee only about $234,978 at 4% or $156,652 at 6%; with 50% employer match about $156,652 at 4% or $104,435 at 6%; with 100% employer match about $117,489 at 4% or $78,326 at 6%. |
| 2012 | 1 | 13 | $3,251,232 | $183,356 | $14,104iApproximate average salary by contribution assumption: employee only about $352,608 at 4% or $235,072 at 6%; with 50% employer match about $235,072 at 4% or $156,715 at 6%; with 100% employer match about $176,304 at 4% or $117,536 at 6%. |
| Clark, Butler, Walsh and Hamann PC. 401(K) Profit Sharing Plan | - | 13 | $3,251,232 | $183,356 | $14,104iApproximate average salary by contribution assumption: employee only about $352,608 at 4% or $235,072 at 6%; with 50% employer match about $235,072 at 4% or $156,715 at 6%; with 100% employer match about $176,304 at 4% or $117,536 at 6%. |
| 2011 | 1 | 13 | $2,758,658 | $126,209 | $9,708iApproximate average salary by contribution assumption: employee only about $242,710 at 4% or $161,806 at 6%; with 50% employer match about $161,806 at 4% or $107,871 at 6%; with 100% employer match about $121,355 at 4% or $80,903 at 6%. |
| Clark, Butler, Walsh and Hamann PC. 401(K) Profit Sharing Plan | - | 13 | $2,758,658 | $126,209 | $9,708iApproximate average salary by contribution assumption: employee only about $242,710 at 4% or $161,806 at 6%; with 50% employer match about $161,806 at 4% or $107,871 at 6%; with 100% employer match about $121,355 at 4% or $80,903 at 6%. |
| 2010 | 1 | 13 | $2,823,630 | $151,245 | $11,634iApproximate average salary by contribution assumption: employee only about $290,856 at 4% or $193,904 at 6%; with 50% employer match about $193,904 at 4% or $129,269 at 6%; with 100% employer match about $145,428 at 4% or $96,952 at 6%. |
| Clark, Butler, Walsh and Hamann PC. 401(K) Profit Sharing Plan | - | 13 | $2,823,630 | $151,245 | $11,634iApproximate average salary by contribution assumption: employee only about $290,856 at 4% or $193,904 at 6%; with 50% employer match about $193,904 at 4% or $129,269 at 6%; with 100% employer match about $145,428 at 4% or $96,952 at 6%. |
| 2009 | 1 | 13 | $2,354,787 | $128,248 | $9,865iApproximate average salary by contribution assumption: employee only about $246,631 at 4% or $164,421 at 6%; with 50% employer match about $164,421 at 4% or $109,614 at 6%; with 100% employer match about $123,315 at 4% or $82,210 at 6%. |
| Clark, Butler, Walsh and Hamann PC. 401(K) Profit Sharing Plan | - | 13 | $2,354,787 | $128,248 | $9,865iApproximate average salary by contribution assumption: employee only about $246,631 at 4% or $164,421 at 6%; with 50% employer match about $164,421 at 4% or $109,614 at 6%; with 100% employer match about $123,315 at 4% or $82,210 at 6%. |
| 2008 | 1 | 10 | $1,768,310 | $84,792 | $8,479iApproximate average salary by contribution assumption: employee only about $211,980 at 4% or $141,320 at 6%; with 50% employer match about $141,320 at 4% or $94,213 at 6%; with 100% employer match about $105,990 at 4% or $70,660 at 6%. |
| Clark, Butler, Walsh and Hamann PC. 401(K) Profit Sharing Plan | - | 10 | $1,768,310 | $84,792 | $8,479iApproximate average salary by contribution assumption: employee only about $211,980 at 4% or $141,320 at 6%; with 50% employer match about $141,320 at 4% or $94,213 at 6%; with 100% employer match about $105,990 at 4% or $70,660 at 6%. |
| 2007 | 1 | 10 | $2,581,496 | $133,357 | $13,336iApproximate average salary by contribution assumption: employee only about $333,393 at 4% or $222,262 at 6%; with 50% employer match about $222,262 at 4% or $148,174 at 6%; with 100% employer match about $166,696 at 4% or $111,131 at 6%. |
| Clark, Butler, Walsh and Hamann PC. 401(K) Profit Sharing Plan | - | 10 | $2,581,496 | $133,357 | $13,336iApproximate average salary by contribution assumption: employee only about $333,393 at 4% or $222,262 at 6%; with 50% employer match about $222,262 at 4% or $148,174 at 6%; with 100% employer match about $166,696 at 4% or $111,131 at 6%. |
| 2006 | 2 | 10 | $2,248,957 | $72,950 | $7,295iApproximate average salary by contribution assumption: employee only about $182,375 at 4% or $121,583 at 6%; with 50% employer match about $121,583 at 4% or $81,056 at 6%; with 100% employer match about $91,188 at 4% or $60,792 at 6%. |
| Clark, Butler, Walsh and Hamann PC. 401(K) Profit Sharing Plan | - | 10 | $2,248,957 | $20,950 | $2,095iApproximate average salary by contribution assumption: employee only about $52,375 at 4% or $34,917 at 6%; with 50% employer match about $34,917 at 4% or $23,278 at 6%; with 100% employer match about $26,188 at 4% or $17,458 at 6%. |
| James E. Walsh, Jr. PC. Target Benefit Pension Plan | - | 0 | - | $52,000 | - |
| 2005 | 1 | 7 | $2,016,862 | $46,000 | $6,571iApproximate average salary by contribution assumption: employee only about $164,286 at 4% or $109,524 at 6%; with 50% employer match about $109,524 at 4% or $73,016 at 6%; with 100% employer match about $82,143 at 4% or $54,762 at 6%. |
| James E. Walsh, Jr. PC. Target Benefit Pension Plan | - | 7 | $2,016,862 | $46,000 | $6,571iApproximate average salary by contribution assumption: employee only about $164,286 at 4% or $109,524 at 6%; with 50% employer match about $109,524 at 4% or $73,016 at 6%; with 100% employer match about $82,143 at 4% or $54,762 at 6%. |
| 2004 | 1 | 11 | $1,941,627 | $64,682 | $5,880iApproximate average salary by contribution assumption: employee only about $147,005 at 4% or $98,003 at 6%; with 50% employer match about $98,003 at 4% or $65,335 at 6%; with 100% employer match about $73,502 at 4% or $49,002 at 6%. |
| James E. Walsh, Jr. PC. Target Benefit Pension Plan | - | 11 | $1,941,627 | $64,682 | $5,880iApproximate average salary by contribution assumption: employee only about $147,005 at 4% or $98,003 at 6%; with 50% employer match about $98,003 at 4% or $65,335 at 6%; with 100% employer match about $73,502 at 4% or $49,002 at 6%. |
| 2003 | 1 | 9 | $1,759,195 | $54,699 | $6,078iApproximate average salary by contribution assumption: employee only about $151,942 at 4% or $101,294 at 6%; with 50% employer match about $101,294 at 4% or $67,530 at 6%; with 100% employer match about $75,971 at 4% or $50,647 at 6%. |
| James E. Walsh, Jr. PC. Target Benefit Pension Plan | - | 9 | $1,759,195 | $54,699 | $6,078iApproximate average salary by contribution assumption: employee only about $151,942 at 4% or $101,294 at 6%; with 50% employer match about $101,294 at 4% or $67,530 at 6%; with 100% employer match about $75,971 at 4% or $50,647 at 6%. |
| 2002 | 1 | 11 | $1,411,436 | $50,561 | $4,596iApproximate average salary by contribution assumption: employee only about $114,911 at 4% or $76,608 at 6%; with 50% employer match about $76,608 at 4% or $51,072 at 6%; with 100% employer match about $57,456 at 4% or $38,304 at 6%. |
| James E. Walsh, Jr. PC. Target Benefit Pension Plan | - | 11 | $1,411,436 | $50,561 | $4,596iApproximate average salary by contribution assumption: employee only about $114,911 at 4% or $76,608 at 6%; with 50% employer match about $76,608 at 4% or $51,072 at 6%; with 100% employer match about $57,456 at 4% or $38,304 at 6%. |
| 2001 | 1 | 9 | $0 | $0 | - |
| James E. Walsh, Jr. PC. Target Benefit Pension Plan | - | 9 | - | - | - |
| 2000 | 1 | 12 | $1,947,394 | $41,762 | $3,480iApproximate average salary by contribution assumption: employee only about $87,004 at 4% or $58,003 at 6%; with 50% employer match about $58,003 at 4% or $38,669 at 6%; with 100% employer match about $43,502 at 4% or $29,001 at 6%. |
| James E. Walsh, Jr. PC. Target Benefit Pension Plan | - | 12 | $1,947,394 | $41,762 | $3,480iApproximate average salary by contribution assumption: employee only about $87,004 at 4% or $58,003 at 6%; with 50% employer match about $58,003 at 4% or $38,669 at 6%; with 100% employer match about $43,502 at 4% or $29,001 at 6%. |
| 1999 | 1 | 14 | $2,114,541 | $40,818 | $2,916iApproximate average salary by contribution assumption: employee only about $72,889 at 4% or $48,593 at 6%; with 50% employer match about $48,593 at 4% or $32,395 at 6%; with 100% employer match about $36,445 at 4% or $24,296 at 6%. |
| James E. Walsh, Jr. PC. Target Benefit Pension Plan | - | 14 | $2,114,541 | $40,818 | $2,916iApproximate average salary by contribution assumption: employee only about $72,889 at 4% or $48,593 at 6%; with 50% employer match about $48,593 at 4% or $32,395 at 6%; with 100% employer match about $36,445 at 4% or $24,296 at 6%. |