Civic Intelligence

Wallrich Associates Integrated

Plan context: Wallrich Associates Integrated 401(K) Profit Sharing Plan and Trust

EIN 45-4184011 • Sacramento, CA • 13 filings • 1 plans

8801 Folsom Blvd Suite 190Sacramento, CA 95826
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$1,509,075

2024 Contributions

$271,654

Historical Graphs

Total Assets Over Time

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

$1,509,075$754,538$0201220182024YearValue
$1,509,075Latest year 2024

Participants Over Time

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

1790201220182024YearValue
13Latest 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
2024113$1,509,075$271,654$20,896iApproximate average salary by contribution assumption: employee only about $522,412 at 4% or $348,274 at 6%; with 50% employer match about $348,274 at 4% or $232,183 at 6%; with 100% employer match about $261,206 at 4% or $174,137 at 6%.
Wallrich Associates Integrated 401(K) Profit Sharing Plan and Trust-13$1,509,075$271,654$20,896iApproximate average salary by contribution assumption: employee only about $522,412 at 4% or $348,274 at 6%; with 50% employer match about $348,274 at 4% or $232,183 at 6%; with 100% employer match about $261,206 at 4% or $174,137 at 6%.
2023112$1,106,994$177,113$14,759iApproximate average salary by contribution assumption: employee only about $368,985 at 4% or $245,990 at 6%; with 50% employer match about $245,990 at 4% or $163,994 at 6%; with 100% employer match about $184,493 at 4% or $122,995 at 6%.
Wallrich Associates Integrated 401(K) Profit Sharing Plan and Trust-12$1,106,994$177,113$14,759iApproximate average salary by contribution assumption: employee only about $368,985 at 4% or $245,990 at 6%; with 50% employer match about $245,990 at 4% or $163,994 at 6%; with 100% employer match about $184,493 at 4% or $122,995 at 6%.
202219$801,942$89,950$9,994iApproximate average salary by contribution assumption: employee only about $249,861 at 4% or $166,574 at 6%; with 50% employer match about $166,574 at 4% or $111,049 at 6%; with 100% employer match about $124,931 at 4% or $83,287 at 6%.
Wallrich Associates Integrated 401(K) Profit Sharing Plan and Trust-9$801,942$89,950$9,994iApproximate average salary by contribution assumption: employee only about $249,861 at 4% or $166,574 at 6%; with 50% employer match about $166,574 at 4% or $111,049 at 6%; with 100% employer match about $124,931 at 4% or $83,287 at 6%.
2021113$884,846$88,416$6,801iApproximate average salary by contribution assumption: employee only about $170,031 at 4% or $113,354 at 6%; with 50% employer match about $113,354 at 4% or $75,569 at 6%; with 100% employer match about $85,015 at 4% or $56,677 at 6%.
Wallrich Associates Integrated 401(K) Profit Sharing Plan and Trust-13$884,846$88,416$6,801iApproximate average salary by contribution assumption: employee only about $170,031 at 4% or $113,354 at 6%; with 50% employer match about $113,354 at 4% or $75,569 at 6%; with 100% employer match about $85,015 at 4% or $56,677 at 6%.
2020114$723,527$86,574$6,184iApproximate average salary by contribution assumption: employee only about $154,596 at 4% or $103,064 at 6%; with 50% employer match about $103,064 at 4% or $68,710 at 6%; with 100% employer match about $77,298 at 4% or $51,532 at 6%.
Wallrich Associates Integrated 401(K) Profit Sharing Plan and Trust-14$723,527$86,574$6,184iApproximate average salary by contribution assumption: employee only about $154,596 at 4% or $103,064 at 6%; with 50% employer match about $103,064 at 4% or $68,710 at 6%; with 100% employer match about $77,298 at 4% or $51,532 at 6%.
2019115$616,184$79,931$5,329iApproximate average salary by contribution assumption: employee only about $133,218 at 4% or $88,812 at 6%; with 50% employer match about $88,812 at 4% or $59,208 at 6%; with 100% employer match about $66,609 at 4% or $44,406 at 6%.
Wallrich Associates Integrated 401(K) Profit Sharing Plan and Trust-15$616,184$79,931$5,329iApproximate average salary by contribution assumption: employee only about $133,218 at 4% or $88,812 at 6%; with 50% employer match about $88,812 at 4% or $59,208 at 6%; with 100% employer match about $66,609 at 4% or $44,406 at 6%.
2018116$497,900$72,011$4,501iApproximate average salary by contribution assumption: employee only about $112,517 at 4% or $75,011 at 6%; with 50% employer match about $75,011 at 4% or $50,008 at 6%; with 100% employer match about $56,259 at 4% or $37,506 at 6%.
Wallrich Associates Integrated 401(K) Profit Sharing Plan and Trust-16$497,900$72,011$4,501iApproximate average salary by contribution assumption: employee only about $112,517 at 4% or $75,011 at 6%; with 50% employer match about $75,011 at 4% or $50,008 at 6%; with 100% employer match about $56,259 at 4% or $37,506 at 6%.
2017117$509,732$83,806$4,930iApproximate average salary by contribution assumption: employee only about $123,244 at 4% or $82,163 at 6%; with 50% employer match about $82,163 at 4% or $54,775 at 6%; with 100% employer match about $61,622 at 4% or $41,081 at 6%.
Wallrich Associates Integrated 401(K) Profit Sharing Plan and Trust-17$509,732$83,806$4,930iApproximate average salary by contribution assumption: employee only about $123,244 at 4% or $82,163 at 6%; with 50% employer match about $82,163 at 4% or $54,775 at 6%; with 100% employer match about $61,622 at 4% or $41,081 at 6%.
2016110$370,372$87,970$8,797iApproximate average salary by contribution assumption: employee only about $219,925 at 4% or $146,617 at 6%; with 50% employer match about $146,617 at 4% or $97,744 at 6%; with 100% employer match about $109,963 at 4% or $73,308 at 6%.
Wallrich Associates Integrated 401(K) Profit Sharing Plan and Trust-10$370,372$87,970$8,797iApproximate average salary by contribution assumption: employee only about $219,925 at 4% or $146,617 at 6%; with 50% employer match about $146,617 at 4% or $97,744 at 6%; with 100% employer match about $109,963 at 4% or $73,308 at 6%.
201518$266,386$106,766$13,346iApproximate average salary by contribution assumption: employee only about $333,644 at 4% or $222,429 at 6%; with 50% employer match about $222,429 at 4% or $148,286 at 6%; with 100% employer match about $166,822 at 4% or $111,215 at 6%.
Wallrich Associates Integrated 401(K) Profit Sharing Plan and Trust-8$266,386$106,766$13,346iApproximate average salary by contribution assumption: employee only about $333,644 at 4% or $222,429 at 6%; with 50% employer match about $222,429 at 4% or $148,286 at 6%; with 100% employer match about $166,822 at 4% or $111,215 at 6%.
2014113$164,588$54,379$4,183iApproximate average salary by contribution assumption: employee only about $104,575 at 4% or $69,717 at 6%; with 50% employer match about $69,717 at 4% or $46,478 at 6%; with 100% employer match about $52,288 at 4% or $34,858 at 6%.
Wallrich Associates Integrated 401(K) Profit Sharing Plan and Trust-13$164,588$54,379$4,183iApproximate average salary by contribution assumption: employee only about $104,575 at 4% or $69,717 at 6%; with 50% employer match about $69,717 at 4% or $46,478 at 6%; with 100% employer match about $52,288 at 4% or $34,858 at 6%.
201317$78,634$37,310$5,330iApproximate average salary by contribution assumption: employee only about $133,250 at 4% or $88,833 at 6%; with 50% employer match about $88,833 at 4% or $59,222 at 6%; with 100% employer match about $66,625 at 4% or $44,417 at 6%.
Wallrich Associates Integrated 401(K) Profit Sharing Plan and Trust-7$78,634$37,310$5,330iApproximate average salary by contribution assumption: employee only about $133,250 at 4% or $88,833 at 6%; with 50% employer match about $88,833 at 4% or $59,222 at 6%; with 100% employer match about $66,625 at 4% or $44,417 at 6%.
201217$41,419$42,514$6,073iApproximate average salary by contribution assumption: employee only about $151,836 at 4% or $101,224 at 6%; with 50% employer match about $101,224 at 4% or $67,483 at 6%; with 100% employer match about $75,918 at 4% or $50,612 at 6%.
Wallrich Associates Integrated 401(K) Profit Sharing Plan and Trust-7$41,419$42,514$6,073iApproximate average salary by contribution assumption: employee only about $151,836 at 4% or $101,224 at 6%; with 50% employer match about $101,224 at 4% or $67,483 at 6%; with 100% employer match about $75,918 at 4% or $50,612 at 6%.