Walsh & Phillips, P.A.
Plan context: Walsh & Phillips, P.A. 401K Plan
EIN 52-1634140 • 12 filings • 7 plans
Current Snapshot
Latest Year
2010
2010 Participants
2
2010 Assets
$360,009
2010 Contributions
$69,185
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 |
|---|---|---|---|---|---|
| 2010 | 1 | 0 | $0 | $0 | - |
| Walsh & Phillips, P.A. 401K Plan | - | 0 | - | - | - |
| 2009 | 1 | 2 | $360,009 | $0 | - |
| Walsh & Phillips, P.A. 401K Plan | - | 2 | $360,009 | - | - |
| 2008 | 1 | 4 | $0 | $0 | - |
| Walsh & Phillips, P.A. 401K Plan | - | 4 | - | - | - |
| 2007 | 1 | 4 | $0 | $0 | - |
| Walsh & Phillips, P.A. 401K Plan | - | 4 | - | - | - |
| 2006 | 1 | 4 | $288,901 | $69,185 | $17,296iApproximate average salary by contribution assumption: employee only about $432,406 at 4% or $288,271 at 6%; with 50% employer match about $288,271 at 4% or $192,181 at 6%; with 100% employer match about $216,203 at 4% or $144,135 at 6%. |
| Walsh & Phillips, P.A. 401K Plan | - | 4 | $288,901 | $69,185 | $17,296iApproximate average salary by contribution assumption: employee only about $432,406 at 4% or $288,271 at 6%; with 50% employer match about $288,271 at 4% or $192,181 at 6%; with 100% employer match about $216,203 at 4% or $144,135 at 6%. |
| 2005 | 1 | 2 | $218,964 | $66,920 | $33,460iApproximate average salary by contribution assumption: employee only about $836,500 at 4% or $557,667 at 6%; with 50% employer match about $557,667 at 4% or $371,778 at 6%; with 100% employer match about $418,250 at 4% or $278,833 at 6%. |
| Walsh & Phillips, P.A. 401K Plan | - | 2 | $218,964 | $66,920 | $33,460iApproximate average salary by contribution assumption: employee only about $836,500 at 4% or $557,667 at 6%; with 50% employer match about $557,667 at 4% or $371,778 at 6%; with 100% employer match about $418,250 at 4% or $278,833 at 6%. |
| 2004 | 1 | 2 | $151,449 | $68,065 | $34,033iApproximate average salary by contribution assumption: employee only about $850,813 at 4% or $567,208 at 6%; with 50% employer match about $567,208 at 4% or $378,139 at 6%; with 100% employer match about $425,406 at 4% or $283,604 at 6%. |
| Walsh & Phillips, P.A. 401K Plan | - | 2 | $151,449 | $68,065 | $34,033iApproximate average salary by contribution assumption: employee only about $850,813 at 4% or $567,208 at 6%; with 50% employer match about $567,208 at 4% or $378,139 at 6%; with 100% employer match about $425,406 at 4% or $283,604 at 6%. |
| 2003 | 1 | 3 | $83,186 | $83,186 | $27,729iApproximate average salary by contribution assumption: employee only about $693,217 at 4% or $462,144 at 6%; with 50% employer match about $462,144 at 4% or $308,096 at 6%; with 100% employer match about $346,608 at 4% or $231,072 at 6%. |
| Walsh & Phillips, P.A. 401K Plan | - | 3 | $83,186 | $83,186 | $27,729iApproximate average salary by contribution assumption: employee only about $693,217 at 4% or $462,144 at 6%; with 50% employer match about $462,144 at 4% or $308,096 at 6%; with 100% employer match about $346,608 at 4% or $231,072 at 6%. |
| 2001 | 2 | 0 | $0 | $0 | - |
| WALSH & PHILLIPS PA 401K PLAN | - | 0 | - | - | - |
| Walsh & Phillips, P.A. 401K Plan | - | 0 | - | - | - |
| 2000 | 1 | 7 | $0 | $0 | - |
| Walsh & Phillips, P.A. 401K Plan | - | 7 | - | - | - |
| 1999 | 1 | 9 | $161,168 | $0 | - |
| Walsh & Phillips, P.A. 401K Plan | - | 9 | $161,168 | - | - |