Civic Intelligence

WALTON FUNDING, LLC

Plan context: WALTON FUNDING 401(K) PLAN

EIN 46-5698908 • Inlet Beach, FL • 3 filings • 1 plans

9961 E. County Hwy 30A Suite 7AInlet Beach, FL 32461
Current Snapshot

Latest Year

2025

2025 Participants

16

2025 Assets

$1,366,110

2025 Contributions

$190,789

Historical Graphs

Total Assets Over Time

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

$1,366,110$683,055$0202320242025YearValue
$1,366,110Latest year 2025

Participants Over Time

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

19100202320242025YearValue
16Latest year 2025

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
2025116$1,366,110$190,789$11,924iApproximate average salary by contribution assumption: employee only about $298,108 at 4% or $198,739 at 6%; with 50% employer match about $198,739 at 4% or $132,492 at 6%; with 100% employer match about $149,054 at 4% or $99,369 at 6%.
WALTON FUNDING 401(K) PLAN-16$1,366,110$190,789$11,924iApproximate average salary by contribution assumption: employee only about $298,108 at 4% or $198,739 at 6%; with 50% employer match about $198,739 at 4% or $132,492 at 6%; with 100% employer match about $149,054 at 4% or $99,369 at 6%.
2024119$1,069,367$188,157$9,903iApproximate average salary by contribution assumption: employee only about $247,575 at 4% or $165,050 at 6%; with 50% employer match about $165,050 at 4% or $110,033 at 6%; with 100% employer match about $123,788 at 4% or $82,525 at 6%.
WALTON FUNDING 401(K) PLAN-19$1,069,367$188,157$9,903iApproximate average salary by contribution assumption: employee only about $247,575 at 4% or $165,050 at 6%; with 50% employer match about $165,050 at 4% or $110,033 at 6%; with 100% employer match about $123,788 at 4% or $82,525 at 6%.
2023114$777,476$165,196$11,800iApproximate average salary by contribution assumption: employee only about $294,993 at 4% or $196,662 at 6%; with 50% employer match about $196,662 at 4% or $131,108 at 6%; with 100% employer match about $147,496 at 4% or $98,331 at 6%.
WALTON FUNDING 401(K) PLAN-14$777,476$165,196$11,800iApproximate average salary by contribution assumption: employee only about $294,993 at 4% or $196,662 at 6%; with 50% employer match about $196,662 at 4% or $131,108 at 6%; with 100% employer match about $147,496 at 4% or $98,331 at 6%.