Civic Intelligence

Wallace Global Fund

Plan context: WALLACE GLOBAL FUND II 401(K) PLAN

EIN 52-1918002 • Washington, DC • 23 filings • 3 plans

2040 S Street, NWWashington, DC 20009
Current Snapshot

Latest Year

2016

2016 Participants

5

2016 Assets

$1,332,724

2016 Contributions

$145,360

Historical Graphs

Total Assets Over Time

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

$1,332,724$666,362$0200020062016YearValue
$1,332,724Latest year 2016

Participants Over Time

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

630200020062016YearValue
5Latest year 2016

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
201615$1,332,724$145,360$29,072iApproximate average salary by contribution assumption: employee only about $726,800 at 4% or $484,533 at 6%; with 50% employer match about $484,533 at 4% or $323,022 at 6%; with 100% employer match about $363,400 at 4% or $242,267 at 6%.
WALLACE GLOBAL FUND II 401(K) PLAN-5$1,332,724$145,360$29,072iApproximate average salary by contribution assumption: employee only about $726,800 at 4% or $484,533 at 6%; with 50% employer match about $484,533 at 4% or $323,022 at 6%; with 100% employer match about $363,400 at 4% or $242,267 at 6%.
201515$1,089,783$138,078$27,616iApproximate average salary by contribution assumption: employee only about $690,390 at 4% or $460,260 at 6%; with 50% employer match about $460,260 at 4% or $306,840 at 6%; with 100% employer match about $345,195 at 4% or $230,130 at 6%.
WALLACE GLOBAL FUND II 401(K) PLAN-5$1,089,783$138,078$27,616iApproximate average salary by contribution assumption: employee only about $690,390 at 4% or $460,260 at 6%; with 50% employer match about $460,260 at 4% or $306,840 at 6%; with 100% employer match about $345,195 at 4% or $230,130 at 6%.
201414$994,054$129,035$32,259iApproximate average salary by contribution assumption: employee only about $806,469 at 4% or $537,646 at 6%; with 50% employer match about $537,646 at 4% or $358,431 at 6%; with 100% employer match about $403,234 at 4% or $268,823 at 6%.
WALLACE GLOBAL FUND II 401(K) PLAN-4$994,054$129,035$32,259iApproximate average salary by contribution assumption: employee only about $806,469 at 4% or $537,646 at 6%; with 50% employer match about $537,646 at 4% or $358,431 at 6%; with 100% employer match about $403,234 at 4% or $268,823 at 6%.
201010$0$0-
Wallace Global Fund Pension Plan-0$0--
200915$114,322$70,880$14,176iApproximate average salary by contribution assumption: employee only about $354,400 at 4% or $236,267 at 6%; with 50% employer match about $236,267 at 4% or $157,511 at 6%; with 100% employer match about $177,200 at 4% or $118,133 at 6%.
Wallace Global Fund Pension Plan-5$114,322$70,880$14,176iApproximate average salary by contribution assumption: employee only about $354,400 at 4% or $236,267 at 6%; with 50% employer match about $236,267 at 4% or $157,511 at 6%; with 100% employer match about $177,200 at 4% or $118,133 at 6%.
200824$63,072$22,029$5,507iApproximate average salary by contribution assumption: employee only about $137,681 at 4% or $91,788 at 6%; with 50% employer match about $91,788 at 4% or $61,192 at 6%; with 100% employer match about $68,841 at 4% or $45,894 at 6%.
Wallace Global Fund Pension Plan-4$63,072$22,029$5,507iApproximate average salary by contribution assumption: employee only about $137,681 at 4% or $91,788 at 6%; with 50% employer match about $91,788 at 4% or $61,192 at 6%; with 100% employer match about $68,841 at 4% or $45,894 at 6%.
WALLACE GLOBAL FUND 403B FUND-0---
200723$0$0-
Wallace Global Fund Pension Plan-3---
WALLACE GLOBAL FUND 403B FUND-0---
200623$140,402$19,221$6,407iApproximate average salary by contribution assumption: employee only about $160,175 at 4% or $106,783 at 6%; with 50% employer match about $106,783 at 4% or $71,189 at 6%; with 100% employer match about $80,088 at 4% or $53,392 at 6%.
Wallace Global Fund Pension Plan-3$140,402$19,221$6,407iApproximate average salary by contribution assumption: employee only about $160,175 at 4% or $106,783 at 6%; with 50% employer match about $106,783 at 4% or $71,189 at 6%; with 100% employer match about $80,088 at 4% or $53,392 at 6%.
WALLACE GLOBAL FUND 403B FUND-0---
200523$109,879$20,946$6,982iApproximate average salary by contribution assumption: employee only about $174,550 at 4% or $116,367 at 6%; with 50% employer match about $116,367 at 4% or $77,578 at 6%; with 100% employer match about $87,275 at 4% or $58,183 at 6%.
Wallace Global Fund Pension Plan-3$109,879$20,946$6,982iApproximate average salary by contribution assumption: employee only about $174,550 at 4% or $116,367 at 6%; with 50% employer match about $116,367 at 4% or $77,578 at 6%; with 100% employer match about $87,275 at 4% or $58,183 at 6%.
WALLACE GLOBAL FUND 403B FUND-0---
200426$309,248$38,109$6,352iApproximate average salary by contribution assumption: employee only about $158,788 at 4% or $105,858 at 6%; with 50% employer match about $105,858 at 4% or $70,572 at 6%; with 100% employer match about $79,394 at 4% or $52,929 at 6%.
Wallace Global Fund Pension Plan-6$309,248$38,109$6,352iApproximate average salary by contribution assumption: employee only about $158,788 at 4% or $105,858 at 6%; with 50% employer match about $105,858 at 4% or $70,572 at 6%; with 100% employer match about $79,394 at 4% or $52,929 at 6%.
WALLACE GLOBAL FUND 403B FUND-0---
200326$254,983$38,543$6,424iApproximate average salary by contribution assumption: employee only about $160,596 at 4% or $107,064 at 6%; with 50% employer match about $107,064 at 4% or $71,376 at 6%; with 100% employer match about $80,298 at 4% or $53,532 at 6%.
Wallace Global Fund Pension Plan-6$254,983$38,543$6,424iApproximate average salary by contribution assumption: employee only about $160,596 at 4% or $107,064 at 6%; with 50% employer match about $107,064 at 4% or $71,376 at 6%; with 100% employer match about $80,298 at 4% or $53,532 at 6%.
WALLACE GLOBAL FUND 403B FUND-0---
200226$174,517$35,112$5,852iApproximate average salary by contribution assumption: employee only about $146,300 at 4% or $97,533 at 6%; with 50% employer match about $97,533 at 4% or $65,022 at 6%; with 100% employer match about $73,150 at 4% or $48,767 at 6%.
Wallace Global Fund Pension Plan-6$174,517$35,112$5,852iApproximate average salary by contribution assumption: employee only about $146,300 at 4% or $97,533 at 6%; with 50% employer match about $97,533 at 4% or $65,022 at 6%; with 100% employer match about $73,150 at 4% or $48,767 at 6%.
WALLACE GLOBAL FUND 403B FUND-0---
200126$166,173$37,062$6,177iApproximate average salary by contribution assumption: employee only about $154,425 at 4% or $102,950 at 6%; with 50% employer match about $102,950 at 4% or $68,633 at 6%; with 100% employer match about $77,213 at 4% or $51,475 at 6%.
Wallace Global Fund Pension Plan-6$166,173$37,062$6,177iApproximate average salary by contribution assumption: employee only about $154,425 at 4% or $102,950 at 6%; with 50% employer match about $102,950 at 4% or $68,633 at 6%; with 100% employer match about $77,213 at 4% or $51,475 at 6%.
WALLACE GLOBAL FUND 403B FUND-0---
200026$142,236$35,014$5,836iApproximate average salary by contribution assumption: employee only about $145,892 at 4% or $97,261 at 6%; with 50% employer match about $97,261 at 4% or $64,841 at 6%; with 100% employer match about $72,946 at 4% or $48,631 at 6%.
Wallace Global Fund Pension Plan-6$142,236$35,014$5,836iApproximate average salary by contribution assumption: employee only about $145,892 at 4% or $97,261 at 6%; with 50% employer match about $97,261 at 4% or $64,841 at 6%; with 100% employer match about $72,946 at 4% or $48,631 at 6%.
WALLACE GLOBAL FUND 403B FUND-0---