Wallace Investment Group Inc.
Plan context: Wallace Investment Group Inc. 401(K) Plan
EIN 47-3790091 • 11 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
1
2025 Assets
$113,667
2025 Contributions
$150,000
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 1 | $113,667 | $0 | - |
| Wallace Investment Group Inc. 401(K) Plan | - | 1 | $113,667 | - | - |
| 2024 | 1 | 1 | $126,731 | $0 | - |
| Wallace Investment Group Inc. 401(K) Plan | - | 1 | $126,731 | - | - |
| 2023 | 1 | 1 | $119,834 | $0 | - |
| Wallace Investment Group Inc. 401(K) Plan | - | 1 | $119,834 | - | - |
| 2022 | 1 | 1 | $122,329 | $0 | - |
| Wallace Investment Group Inc. 401(K) Plan | - | 1 | $122,329 | - | - |
| 2021 | 1 | 1 | $168,869 | $0 | - |
| Wallace Investment Group Inc. 401(K) Plan | - | 1 | $168,869 | - | - |
| 2020 | 1 | 1 | $135,297 | $0 | - |
| Wallace Investment Group Inc. 401(K) Plan | - | 1 | $135,297 | - | - |
| 2019 | 1 | 1 | $154,361 | $0 | - |
| Wallace Investment Group Inc. 401(K) Plan | - | 1 | $154,361 | - | - |
| 2018 | 1 | 1 | $164,081 | $0 | - |
| Wallace Investment Group Inc. 401(K) Plan | - | 1 | $164,081 | - | - |
| 2017 | 1 | 1 | $191,458 | $0 | - |
| Wallace Investment Group Inc. 401(K) Plan | - | 1 | $191,458 | - | - |
| 2016 | 1 | 1 | $185,892 | $0 | - |
| Wallace Investment Group Inc. 401(K) Plan | - | 1 | $185,892 | - | - |
| 2015 | 1 | 1 | $158,297 | $150,000 | $150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%. |
| Wallace Investment Group Inc. 401(K) Plan | - | 1 | $158,297 | $150,000 | $150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%. |