Civic Intelligence

Drs. Walzer, Sullivan, Hlousek & Jones, Chambers & Kufta, P.A.

Plan context: Drs. Walzer, Sullivan, Hlousek & Jones, P.A. 401K Profit Sharing Plan & Trust

EIN 52-1719647 • Annapolis, MD • 50 filings • 6 plans

275 West StreetSuite 100Annapolis, MD 21401
Current Snapshot

Latest Year

2024

2024 Participants

47

2024 Assets

$11,410,209

2024 Contributions

$926,255

Historical Graphs

Total Assets Over Time

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

$11,410,209$5,705,105$0199920122024YearValue
$11,410,209Latest year 2024

Participants Over Time

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

47240199920122024YearValue
47Latest 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
2024247$11,410,209$926,255$19,708iApproximate average salary by contribution assumption: employee only about $492,689 at 4% or $328,459 at 6%; with 50% employer match about $328,459 at 4% or $218,973 at 6%; with 100% employer match about $246,344 at 4% or $164,230 at 6%.
Drs. Walzer, Sullivan, Hlousek & Jones, P.A. 401K Profit Sharing Plan & Trust-47$8,625,153$581,255$12,367iApproximate average salary by contribution assumption: employee only about $309,178 at 4% or $206,119 at 6%; with 50% employer match about $206,119 at 4% or $137,413 at 6%; with 100% employer match about $154,589 at 4% or $103,059 at 6%.
Drs. Walzer, Sullivan, Hlousek & Jones, P.A. Cash Balance Plan-27$2,785,056$345,000$12,778iApproximate average salary by contribution assumption: employee only about $319,444 at 4% or $212,963 at 6%; with 50% employer match about $212,963 at 4% or $141,975 at 6%; with 100% employer match about $159,722 at 4% or $106,481 at 6%.
2023244$9,380,848$993,497$22,579iApproximate average salary by contribution assumption: employee only about $564,487 at 4% or $376,325 at 6%; with 50% employer match about $376,325 at 4% or $250,883 at 6%; with 100% employer match about $282,243 at 4% or $188,162 at 6%.
Drs. Walzer, Sullivan, Hlousek & Jones, P.A. 401K Profit Sharing Plan & Trust-44$7,108,376$493,497$11,216iApproximate average salary by contribution assumption: employee only about $280,396 at 4% or $186,931 at 6%; with 50% employer match about $186,931 at 4% or $124,620 at 6%; with 100% employer match about $140,198 at 4% or $93,465 at 6%.
Drs. Walzer, Sullivan, Hlousek & Jones, P.A. Cash Balance Plan-25$2,272,472$500,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
2022244$7,245,180$641,591$14,582iApproximate average salary by contribution assumption: employee only about $364,540 at 4% or $243,027 at 6%; with 50% employer match about $243,027 at 4% or $162,018 at 6%; with 100% employer match about $182,270 at 4% or $121,513 at 6%.
Drs. Walzer, Sullivan, Hlousek & Jones, P.A. 401K Profit Sharing Plan & Trust-44$5,625,615$416,591$9,468iApproximate average salary by contribution assumption: employee only about $236,699 at 4% or $157,800 at 6%; with 50% employer match about $157,800 at 4% or $105,200 at 6%; with 100% employer match about $118,350 at 4% or $78,900 at 6%.
Drs. Walzer, Sullivan, Hlousek & Jones, P.A. Cash Balance Plan-25$1,619,565$225,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
2021242$8,025,346$658,717$15,684iApproximate average salary by contribution assumption: employee only about $392,093 at 4% or $261,396 at 6%; with 50% employer match about $261,396 at 4% or $174,264 at 6%; with 100% employer match about $196,047 at 4% or $130,698 at 6%.
Drs. Walzer, Sullivan, Hlousek & Jones, P.A. 401K Profit Sharing Plan & Trust-42$6,467,267$408,717$9,731iApproximate average salary by contribution assumption: employee only about $243,284 at 4% or $162,189 at 6%; with 50% employer match about $162,189 at 4% or $108,126 at 6%; with 100% employer match about $121,642 at 4% or $81,095 at 6%.
Drs. Walzer, Sullivan, Hlousek & Jones, P.A. Cash Balance Plan-20$1,558,079$250,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
2020242$6,503,815$387,633$9,229iApproximate average salary by contribution assumption: employee only about $230,734 at 4% or $153,823 at 6%; with 50% employer match about $153,823 at 4% or $102,548 at 6%; with 100% employer match about $115,367 at 4% or $76,911 at 6%.
Drs. Walzer, Sullivan, Hlousek & Jones, P.A. 401K Profit Sharing Plan & Trust-42$5,288,044$387,633$9,229iApproximate average salary by contribution assumption: employee only about $230,734 at 4% or $153,823 at 6%; with 50% employer match about $153,823 at 4% or $102,548 at 6%; with 100% employer match about $115,367 at 4% or $76,911 at 6%.
Drs. Walzer, Sullivan, Hlousek & Jones, P.A. Cash Balance Plan-20$1,215,771--
2019238$5,520,424$640,387$16,852iApproximate average salary by contribution assumption: employee only about $421,307 at 4% or $280,871 at 6%; with 50% employer match about $280,871 at 4% or $187,248 at 6%; with 100% employer match about $210,654 at 4% or $140,436 at 6%.
Drs. Walzer, Sullivan, Hlousek & Jones, P.A. 401K Profit Sharing Plan & Trust-38$4,370,946$390,387$10,273iApproximate average salary by contribution assumption: employee only about $256,834 at 4% or $171,222 at 6%; with 50% employer match about $171,222 at 4% or $114,148 at 6%; with 100% employer match about $128,417 at 4% or $85,611 at 6%.
Drs. Walzer, Sullivan, Hlousek & Jones, P.A. Cash Balance Plan-18$1,149,478$250,000$13,889iApproximate average salary by contribution assumption: employee only about $347,222 at 4% or $231,481 at 6%; with 50% employer match about $231,481 at 4% or $154,321 at 6%; with 100% employer match about $173,611 at 4% or $115,741 at 6%.
2018241$4,119,103$605,795$14,775iApproximate average salary by contribution assumption: employee only about $369,387 at 4% or $246,258 at 6%; with 50% employer match about $246,258 at 4% or $164,172 at 6%; with 100% employer match about $184,694 at 4% or $123,129 at 6%.
Drs. Walzer, Sullivan, Hlousek & Jones, P.A. 401K Profit Sharing Plan & Trust-41$3,320,271$355,795$8,678iApproximate average salary by contribution assumption: employee only about $216,948 at 4% or $144,632 at 6%; with 50% employer match about $144,632 at 4% or $96,421 at 6%; with 100% employer match about $108,474 at 4% or $72,316 at 6%.
Drs. Walzer, Sullivan, Hlousek & Jones, P.A. Cash Balance Plan-22$798,832$250,000$11,364iApproximate average salary by contribution assumption: employee only about $284,091 at 4% or $189,394 at 6%; with 50% employer match about $189,394 at 4% or $126,263 at 6%; with 100% employer match about $142,045 at 4% or $94,697 at 6%.
2017236$3,828,640$685,276$19,035iApproximate average salary by contribution assumption: employee only about $475,886 at 4% or $317,257 at 6%; with 50% employer match about $317,257 at 4% or $211,505 at 6%; with 100% employer match about $237,943 at 4% or $158,629 at 6%.
Drs. Walzer, Sullivan, Hlousek & Jones, P.A. 401K Profit Sharing Plan & Trust-36$3,250,117$285,276$7,924iApproximate average salary by contribution assumption: employee only about $198,108 at 4% or $132,072 at 6%; with 50% employer match about $132,072 at 4% or $88,048 at 6%; with 100% employer match about $99,054 at 4% or $66,036 at 6%.
Drs. Walzer, Sullivan, Hlousek & Jones, P.A. Cash Balance Plan-18$578,523$400,000$22,222iApproximate average salary by contribution assumption: employee only about $555,556 at 4% or $370,370 at 6%; with 50% employer match about $370,370 at 4% or $246,914 at 6%; with 100% employer match about $277,778 at 4% or $185,185 at 6%.
2016235$4,019,823$743,112$21,232iApproximate average salary by contribution assumption: employee only about $530,794 at 4% or $353,863 at 6%; with 50% employer match about $353,863 at 4% or $235,909 at 6%; with 100% employer match about $265,397 at 4% or $176,931 at 6%.
Drs. Walzer, Sullivan, Hlousek & Jones, P.A. 401K Profit Sharing Plan & Trust-35$2,633,718$258,112$7,375iApproximate average salary by contribution assumption: employee only about $184,366 at 4% or $122,910 at 6%; with 50% employer match about $122,910 at 4% or $81,940 at 6%; with 100% employer match about $92,183 at 4% or $61,455 at 6%.
Drs. Walzer, Sullivan, Hlousek & Jones, P.A. Cash Balance Plan-18$1,386,105$485,000$26,944iApproximate average salary by contribution assumption: employee only about $673,611 at 4% or $449,074 at 6%; with 50% employer match about $449,074 at 4% or $299,383 at 6%; with 100% employer match about $336,806 at 4% or $224,537 at 6%.
2015237$3,135,796$699,723$18,911iApproximate average salary by contribution assumption: employee only about $472,786 at 4% or $315,191 at 6%; with 50% employer match about $315,191 at 4% or $210,127 at 6%; with 100% employer match about $236,393 at 4% or $157,595 at 6%.
Drs. Walzer, Sullivan, Hlousek & Jones, P.A. 401K Profit Sharing Plan & Trust-37$2,261,586$259,723$7,020iApproximate average salary by contribution assumption: employee only about $175,489 at 4% or $116,992 at 6%; with 50% employer match about $116,992 at 4% or $77,995 at 6%; with 100% employer match about $87,744 at 4% or $58,496 at 6%.
Drs. Walzer, Sullivan, Hlousek & Jones, P.A. Cash Balance Plan-15$874,210$440,000$29,333iApproximate average salary by contribution assumption: employee only about $733,333 at 4% or $488,889 at 6%; with 50% employer match about $488,889 at 4% or $325,926 at 6%; with 100% employer match about $366,667 at 4% or $244,444 at 6%.
2014233$2,508,081$419,699$12,718iApproximate average salary by contribution assumption: employee only about $317,954 at 4% or $211,969 at 6%; with 50% employer match about $211,969 at 4% or $141,313 at 6%; with 100% employer match about $158,977 at 4% or $105,985 at 6%.
Drs. Walzer, Sullivan, Hlousek & Jones, P.A. 401K Profit Sharing Plan & Trust-33$2,055,997$194,699$5,900iApproximate average salary by contribution assumption: employee only about $147,499 at 4% or $98,333 at 6%; with 50% employer match about $98,333 at 4% or $65,555 at 6%; with 100% employer match about $73,750 at 4% or $49,166 at 6%.
Drs. Walzer, Sullivan, Hlousek & Jones, P.A. Cash Balance Plan-14$452,084$225,000$16,071iApproximate average salary by contribution assumption: employee only about $401,786 at 4% or $267,857 at 6%; with 50% employer match about $267,857 at 4% or $178,571 at 6%; with 100% employer match about $200,893 at 4% or $133,929 at 6%.
2013228$2,060,454$391,371$13,978iApproximate average salary by contribution assumption: employee only about $349,438 at 4% or $232,959 at 6%; with 50% employer match about $232,959 at 4% or $155,306 at 6%; with 100% employer match about $174,719 at 4% or $116,479 at 6%.
Drs. Walzer, Sullivan, Hlousek & Jones, P.A. 401K Profit Sharing Plan & Trust-28$1,845,454$176,371$6,299iApproximate average salary by contribution assumption: employee only about $157,474 at 4% or $104,983 at 6%; with 50% employer match about $104,983 at 4% or $69,988 at 6%; with 100% employer match about $78,737 at 4% or $52,491 at 6%.
Drs. Walzer, Sullivan, Hlousek & Jones, P.A. Cash Balance Plan-10$215,000$215,000$21,500iApproximate average salary by contribution assumption: employee only about $537,500 at 4% or $358,333 at 6%; with 50% employer match about $358,333 at 4% or $238,889 at 6%; with 100% employer match about $268,750 at 4% or $179,167 at 6%.
2012231$1,492,575$1,158,278$37,364iApproximate average salary by contribution assumption: employee only about $934,095 at 4% or $622,730 at 6%; with 50% employer match about $622,730 at 4% or $415,153 at 6%; with 100% employer match about $467,048 at 4% or $311,365 at 6%.
Drs. Walzer, Sullivan, Hlousek & Jones, P.A. 401K Profit Sharing Plan & Trust-31$1,492,575$311,533$10,049iApproximate average salary by contribution assumption: employee only about $251,236 at 4% or $167,491 at 6%; with 50% employer match about $167,491 at 4% or $111,661 at 6%; with 100% employer match about $125,618 at 4% or $83,745 at 6%.
Drs. Walzer, Sullivan & Hlousek, P.A. Defined Benefit Pension Plan-0$0$846,745-
2011226$4,966,825$914,066$35,156iApproximate average salary by contribution assumption: employee only about $878,910 at 4% or $585,940 at 6%; with 50% employer match about $585,940 at 4% or $390,626 at 6%; with 100% employer match about $439,455 at 4% or $292,970 at 6%.
Drs. Walzer, Sullivan & Hlousek, P.A. Defined Benefit Pension Plan-24$3,908,263$727,261$30,303iApproximate average salary by contribution assumption: employee only about $757,564 at 4% or $505,042 at 6%; with 50% employer match about $505,042 at 4% or $336,695 at 6%; with 100% employer match about $378,782 at 4% or $252,521 at 6%.
Drs. Walzer, Sullivan, Hlousek & Jones, P.A. 401K Profit Sharing Plan & Trust-26$1,058,562$186,805$7,185iApproximate average salary by contribution assumption: employee only about $179,620 at 4% or $119,747 at 6%; with 50% employer match about $119,747 at 4% or $79,831 at 6%; with 100% employer match about $89,810 at 4% or $59,873 at 6%.
2010225$4,004,343$797,357$31,894iApproximate average salary by contribution assumption: employee only about $797,357 at 4% or $531,571 at 6%; with 50% employer match about $531,571 at 4% or $354,381 at 6%; with 100% employer match about $398,679 at 4% or $265,786 at 6%.
Drs. Walzer, Sullivan & Hlousek, P.A. Defined Benefit Pension Plan-22$3,075,136$631,054$28,684iApproximate average salary by contribution assumption: employee only about $717,107 at 4% or $478,071 at 6%; with 50% employer match about $478,071 at 4% or $318,714 at 6%; with 100% employer match about $358,553 at 4% or $239,036 at 6%.
Drs. Walzer, Sullivan, Hlousek & Jones, P.A. 401K Profit Sharing Plan & Trust-25$929,207$166,303$6,652iApproximate average salary by contribution assumption: employee only about $166,303 at 4% or $110,869 at 6%; with 50% employer match about $110,869 at 4% or $73,912 at 6%; with 100% employer match about $83,152 at 4% or $55,434 at 6%.
2009223$3,095,576$519,125$22,571iApproximate average salary by contribution assumption: employee only about $564,266 at 4% or $376,178 at 6%; with 50% employer match about $376,178 at 4% or $250,785 at 6%; with 100% employer match about $282,133 at 4% or $188,089 at 6%.
Drs. Walzer, Sullivan & Hlousek, P.A. Defined Benefit Pension Plan-23$2,387,187$400,000$17,391iApproximate average salary by contribution assumption: employee only about $434,783 at 4% or $289,855 at 6%; with 50% employer match about $289,855 at 4% or $193,237 at 6%; with 100% employer match about $217,391 at 4% or $144,928 at 6%.
Drs. Walzer, Sullivan, Hlousek & Jones, P.A. 401K Profit Sharing Plan & Trust-19$708,389$119,125$6,270iApproximate average salary by contribution assumption: employee only about $156,743 at 4% or $104,496 at 6%; with 50% employer match about $104,496 at 4% or $69,664 at 6%; with 100% employer match about $78,372 at 4% or $52,248 at 6%.
2008218$2,422,407$589,091$32,727iApproximate average salary by contribution assumption: employee only about $818,182 at 4% or $545,455 at 6%; with 50% employer match about $545,455 at 4% or $363,636 at 6%; with 100% employer match about $409,091 at 4% or $272,727 at 6%.
Drs. Walzer, Sullivan & Hlousek, P.A. Defined Benefit Pension Plan-18$1,961,166$450,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Drs. Walzer, Sullivan, Hlousek & Jones, P.A. 401K Profit Sharing Plan & Trust-18$461,241$139,091$7,727iApproximate average salary by contribution assumption: employee only about $193,182 at 4% or $128,788 at 6%; with 50% employer match about $128,788 at 4% or $85,859 at 6%; with 100% employer match about $96,591 at 4% or $64,394 at 6%.
2007221$0$0-
Drs. Walzer, Sullivan, Hlousek & Jones, P.A. 401K Profit Sharing Plan & Trust-21---
Drs. Walzer, Sullivan & Hlousek, P.A. Defined Benefit Pension Plan-19---
2006218$2,121,107$378,344$21,019iApproximate average salary by contribution assumption: employee only about $525,478 at 4% or $350,319 at 6%; with 50% employer match about $350,319 at 4% or $233,546 at 6%; with 100% employer match about $262,739 at 4% or $175,159 at 6%.
Drs. Walzer, Sullivan & Hlousek, P.A. Defined Benefit Pension Plan-18$1,764,409$253,123$14,062iApproximate average salary by contribution assumption: employee only about $351,560 at 4% or $234,373 at 6%; with 50% employer match about $234,373 at 4% or $156,249 at 6%; with 100% employer match about $175,780 at 4% or $117,187 at 6%.
Drs. Walzer, Sullivan, Hlousek & Jones, P.A. 401K Profit Sharing Plan & Trust-18$356,698$125,221$6,957iApproximate average salary by contribution assumption: employee only about $173,918 at 4% or $115,945 at 6%; with 50% employer match about $115,945 at 4% or $77,297 at 6%; with 100% employer match about $86,959 at 4% or $57,973 at 6%.
2005215$1,534,306$346,270$23,085iApproximate average salary by contribution assumption: employee only about $577,117 at 4% or $384,744 at 6%; with 50% employer match about $384,744 at 4% or $256,496 at 6%; with 100% employer match about $288,558 at 4% or $192,372 at 6%.
Drs. Walzer, Sullivan & Hlousek, P.A. Defined Benefit Pension Plan-15$1,330,044$229,812$15,321iApproximate average salary by contribution assumption: employee only about $383,020 at 4% or $255,347 at 6%; with 50% employer match about $255,347 at 4% or $170,231 at 6%; with 100% employer match about $191,510 at 4% or $127,673 at 6%.
Drs. Walzer, Sullivan, Hlousek & Jones, P.A. 401K Profit Sharing Plan & Trust-15$204,262$116,458$7,764iApproximate average salary by contribution assumption: employee only about $194,097 at 4% or $129,398 at 6%; with 50% employer match about $129,398 at 4% or $86,265 at 6%; with 100% employer match about $97,048 at 4% or $64,699 at 6%.
2004217$1,280,980$300,088$17,652iApproximate average salary by contribution assumption: employee only about $441,306 at 4% or $294,204 at 6%; with 50% employer match about $294,204 at 4% or $196,136 at 6%; with 100% employer match about $220,653 at 4% or $147,102 at 6%.
Drs. Walzer, Sullivan & Hlousek, P.A. Defined Benefit Pension Plan-16$1,205,910$225,621$14,101iApproximate average salary by contribution assumption: employee only about $352,533 at 4% or $235,022 at 6%; with 50% employer match about $235,022 at 4% or $156,681 at 6%; with 100% employer match about $176,266 at 4% or $117,511 at 6%.
Drs. Walzer, Sullivan, Hlousek & Jones, P.A. 401K Profit Sharing Plan & Trust-17$75,070$74,467$4,380iApproximate average salary by contribution assumption: employee only about $109,510 at 4% or $73,007 at 6%; with 50% employer match about $73,007 at 4% or $48,671 at 6%; with 100% employer match about $54,755 at 4% or $36,503 at 6%.
2003115$762,608$206,479$13,765iApproximate average salary by contribution assumption: employee only about $344,132 at 4% or $229,421 at 6%; with 50% employer match about $229,421 at 4% or $152,947 at 6%; with 100% employer match about $172,066 at 4% or $114,711 at 6%.
Drs. Walzer, Sullivan & Hlousek, P.A. Defined Benefit Pension Plan-15$762,608$206,479$13,765iApproximate average salary by contribution assumption: employee only about $344,132 at 4% or $229,421 at 6%; with 50% employer match about $229,421 at 4% or $152,947 at 6%; with 100% employer match about $172,066 at 4% or $114,711 at 6%.
2002214$487,949$202,514$14,465iApproximate average salary by contribution assumption: employee only about $361,632 at 4% or $241,088 at 6%; with 50% employer match about $241,088 at 4% or $160,725 at 6%; with 100% employer match about $180,816 at 4% or $120,544 at 6%.
Drs. Walzer, Sullivan & Hlousek, P.A. Defined Benefit Pension Plan-14$487,949$202,514$14,465iApproximate average salary by contribution assumption: employee only about $361,632 at 4% or $241,088 at 6%; with 50% employer match about $241,088 at 4% or $160,725 at 6%; with 100% employer match about $180,816 at 4% or $120,544 at 6%.
Drs. Walzer & Sullivan, P.A. Profit Sharing Plan and Trust-0---
2001211$1,549,040$143,109$13,010iApproximate average salary by contribution assumption: employee only about $325,248 at 4% or $216,832 at 6%; with 50% employer match about $216,832 at 4% or $144,555 at 6%; with 100% employer match about $162,624 at 4% or $108,416 at 6%.
Drs. Walzer & Sullivan, P.A. Profit Sharing Plan and Trust-0$1,291,664--
Drs. Walzer, Sullivan & Hlousek, P.A. Defined Benefit Pension Plan-11$257,376$143,109$13,010iApproximate average salary by contribution assumption: employee only about $325,248 at 4% or $216,832 at 6%; with 50% employer match about $216,832 at 4% or $144,555 at 6%; with 100% employer match about $162,624 at 4% or $108,416 at 6%.
2000210$1,283,649$111,898$11,190iApproximate average salary by contribution assumption: employee only about $279,745 at 4% or $186,497 at 6%; with 50% employer match about $186,497 at 4% or $124,331 at 6%; with 100% employer match about $139,873 at 4% or $93,248 at 6%.
Drs. Walzer & Sullivan, P.A. Profit Sharing Plan and Trust-10$1,171,751--
Drs. Walzer, Sullivan & Hlousek, P.A. Defined Benefit Pension Plan-6$111,898$111,898$18,650iApproximate average salary by contribution assumption: employee only about $466,242 at 4% or $310,828 at 6%; with 50% employer match about $310,828 at 4% or $207,219 at 6%; with 100% employer match about $233,121 at 4% or $155,414 at 6%.
199918$1,300,673$58,693$7,337iApproximate average salary by contribution assumption: employee only about $183,416 at 4% or $122,277 at 6%; with 50% employer match about $122,277 at 4% or $81,518 at 6%; with 100% employer match about $91,708 at 4% or $61,139 at 6%.
Drs. Walzer & Sullivan, P.A. Profit Sharing Plan and Trust-8$1,300,673$58,693$7,337iApproximate average salary by contribution assumption: employee only about $183,416 at 4% or $122,277 at 6%; with 50% employer match about $122,277 at 4% or $81,518 at 6%; with 100% employer match about $91,708 at 4% or $61,139 at 6%.