Wallace Specialty Insurance Group LLC
Plan context: WALLACE SPECIALTY INSURANCE GROUP, LLC 401(K) PLAN
EIN 45-4593569 • Richardson, TX • 9 filings • 2 plans
Current Snapshot
Latest Year
2022
2022 Participants
8
2022 Assets
$353,570
2022 Contributions
$75,044
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 |
|---|---|---|---|---|---|
| 2022 | 1 | 8 | $353,570 | $75,044 | $9,381iApproximate average salary by contribution assumption: employee only about $234,513 at 4% or $156,342 at 6%; with 50% employer match about $156,342 at 4% or $104,228 at 6%; with 100% employer match about $117,256 at 4% or $78,171 at 6%. |
| WALLACE SPECIALTY INSURANCE GROUP, LLC 401(K) PLAN | - | 8 | $353,570 | $75,044 | $9,381iApproximate average salary by contribution assumption: employee only about $234,513 at 4% or $156,342 at 6%; with 50% employer match about $156,342 at 4% or $104,228 at 6%; with 100% employer match about $117,256 at 4% or $78,171 at 6%. |
| 2021 | 1 | 7 | $330,044 | $115,788 | $16,541iApproximate average salary by contribution assumption: employee only about $413,529 at 4% or $275,686 at 6%; with 50% employer match about $275,686 at 4% or $183,790 at 6%; with 100% employer match about $206,764 at 4% or $137,843 at 6%. |
| WALLACE SPECIALTY INSURANCE GROUP, LLC 401(K) PLAN | - | 7 | $330,044 | $115,788 | $16,541iApproximate average salary by contribution assumption: employee only about $413,529 at 4% or $275,686 at 6%; with 50% employer match about $275,686 at 4% or $183,790 at 6%; with 100% employer match about $206,764 at 4% or $137,843 at 6%. |
| 2020 | 1 | 5 | $180,409 | $98,249 | $19,650iApproximate average salary by contribution assumption: employee only about $491,245 at 4% or $327,497 at 6%; with 50% employer match about $327,497 at 4% or $218,331 at 6%; with 100% employer match about $245,623 at 4% or $163,748 at 6%. |
| WALLACE SPECIALTY INSURANCE GROUP, LLC 401(K) PLAN | - | 5 | $180,409 | $98,249 | $19,650iApproximate average salary by contribution assumption: employee only about $491,245 at 4% or $327,497 at 6%; with 50% employer match about $327,497 at 4% or $218,331 at 6%; with 100% employer match about $245,623 at 4% or $163,748 at 6%. |
| 2019 | 1 | 4 | $95,377 | $88,682 | $22,171iApproximate average salary by contribution assumption: employee only about $554,263 at 4% or $369,508 at 6%; with 50% employer match about $369,508 at 4% or $246,339 at 6%; with 100% employer match about $277,131 at 4% or $184,754 at 6%. |
| WALLACE SPECIALTY INSURANCE GROUP, LLC 401(K) PLAN | - | 4 | $95,377 | $88,682 | $22,171iApproximate average salary by contribution assumption: employee only about $554,263 at 4% or $369,508 at 6%; with 50% employer match about $369,508 at 4% or $246,339 at 6%; with 100% employer match about $277,131 at 4% or $184,754 at 6%. |
| 2016 | 1 | 0 | $0 | $4,565 | - |
| Wallace Specialty Insurance Group LLC 401(K) Plan | - | 0 | $0 | $4,565 | - |
| 2015 | 1 | 3 | $115,178 | $5,508 | $1,836iApproximate average salary by contribution assumption: employee only about $45,900 at 4% or $30,600 at 6%; with 50% employer match about $30,600 at 4% or $20,400 at 6%; with 100% employer match about $22,950 at 4% or $15,300 at 6%. |
| Wallace Specialty Insurance Group LLC 401(K) Plan | - | 3 | $115,178 | $5,508 | $1,836iApproximate average salary by contribution assumption: employee only about $45,900 at 4% or $30,600 at 6%; with 50% employer match about $30,600 at 4% or $20,400 at 6%; with 100% employer match about $22,950 at 4% or $15,300 at 6%. |
| 2014 | 1 | 5 | $112,503 | $5,361 | $1,072iApproximate average salary by contribution assumption: employee only about $26,805 at 4% or $17,870 at 6%; with 50% employer match about $17,870 at 4% or $11,913 at 6%; with 100% employer match about $13,403 at 4% or $8,935 at 6%. |
| Wallace Specialty Insurance Group LLC 401(K) Plan | - | 5 | $112,503 | $5,361 | $1,072iApproximate average salary by contribution assumption: employee only about $26,805 at 4% or $17,870 at 6%; with 50% employer match about $17,870 at 4% or $11,913 at 6%; with 100% employer match about $13,403 at 4% or $8,935 at 6%. |
| 2013 | 1 | 6 | $101,836 | $100,159 | $16,693iApproximate average salary by contribution assumption: employee only about $417,329 at 4% or $278,219 at 6%; with 50% employer match about $278,219 at 4% or $185,480 at 6%; with 100% employer match about $208,665 at 4% or $139,110 at 6%. |
| Wallace Specialty Insurance Group LLC 401(K) Plan | - | 6 | $101,836 | $100,159 | $16,693iApproximate average salary by contribution assumption: employee only about $417,329 at 4% or $278,219 at 6%; with 50% employer match about $278,219 at 4% or $185,480 at 6%; with 100% employer match about $208,665 at 4% or $139,110 at 6%. |
| 2012 | 1 | 0 | $0 | $0 | - |
| Wallace Specialty Insurance Group LLC 401(K) Plan | - | 0 | $0 | - | - |