Civic Intelligence

Wallace Associates LLC

Plan context: Wallace Associates 401(K) Plan

EIN 52-2375801 • Saint Petersburg, FL • 17 filings • 2 plans

5435 Dr Martin Luther King Jr St. NSaint Petersburg, FL 33703
Current Snapshot

Latest Year

2024

2024 Participants

20

2024 Assets

$1,308,038

2024 Contributions

$152,885

Historical Graphs

Total Assets Over Time

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

$1,308,038$654,019$0200820162024YearValue
$1,308,038Latest year 2024

Participants Over Time

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

20100200820162024YearValue
20Latest 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
2024120$1,308,038$152,885$7,644iApproximate average salary by contribution assumption: employee only about $191,106 at 4% or $127,404 at 6%; with 50% employer match about $127,404 at 4% or $84,936 at 6%; with 100% employer match about $95,553 at 4% or $63,702 at 6%.
Wallace Associates 401(K) Plan-20$1,308,038$152,885$7,644iApproximate average salary by contribution assumption: employee only about $191,106 at 4% or $127,404 at 6%; with 50% employer match about $127,404 at 4% or $84,936 at 6%; with 100% employer match about $95,553 at 4% or $63,702 at 6%.
2023116$1,101,516$97,646$6,103iApproximate average salary by contribution assumption: employee only about $152,572 at 4% or $101,715 at 6%; with 50% employer match about $101,715 at 4% or $67,810 at 6%; with 100% employer match about $76,286 at 4% or $50,857 at 6%.
Wallace Associates 401(K) Plan-16$1,101,516$97,646$6,103iApproximate average salary by contribution assumption: employee only about $152,572 at 4% or $101,715 at 6%; with 50% employer match about $101,715 at 4% or $67,810 at 6%; with 100% employer match about $76,286 at 4% or $50,857 at 6%.
2022115$867,251$84,602$5,640iApproximate average salary by contribution assumption: employee only about $141,003 at 4% or $94,002 at 6%; with 50% employer match about $94,002 at 4% or $62,668 at 6%; with 100% employer match about $70,502 at 4% or $47,001 at 6%.
Wallace Associates 401(K) Plan-15$867,251$84,602$5,640iApproximate average salary by contribution assumption: employee only about $141,003 at 4% or $94,002 at 6%; with 50% employer match about $94,002 at 4% or $62,668 at 6%; with 100% employer match about $70,502 at 4% or $47,001 at 6%.
2021117$966,099$62,273$3,663iApproximate average salary by contribution assumption: employee only about $91,578 at 4% or $61,052 at 6%; with 50% employer match about $61,052 at 4% or $40,701 at 6%; with 100% employer match about $45,789 at 4% or $30,526 at 6%.
Wallace Associates 401(K) Plan-17$966,099$62,273$3,663iApproximate average salary by contribution assumption: employee only about $91,578 at 4% or $61,052 at 6%; with 50% employer match about $61,052 at 4% or $40,701 at 6%; with 100% employer match about $45,789 at 4% or $30,526 at 6%.
2020117$855,601$80,179$4,716iApproximate average salary by contribution assumption: employee only about $117,910 at 4% or $78,607 at 6%; with 50% employer match about $78,607 at 4% or $52,405 at 6%; with 100% employer match about $58,955 at 4% or $39,303 at 6%.
Wallace Associates 401(K) Plan-17$855,601$80,179$4,716iApproximate average salary by contribution assumption: employee only about $117,910 at 4% or $78,607 at 6%; with 50% employer match about $78,607 at 4% or $52,405 at 6%; with 100% employer match about $58,955 at 4% or $39,303 at 6%.
2019118$742,273$68,584$3,810iApproximate average salary by contribution assumption: employee only about $95,256 at 4% or $63,504 at 6%; with 50% employer match about $63,504 at 4% or $42,336 at 6%; with 100% employer match about $47,628 at 4% or $31,752 at 6%.
Wallace Associates 401(K) Plan-18$742,273$68,584$3,810iApproximate average salary by contribution assumption: employee only about $95,256 at 4% or $63,504 at 6%; with 50% employer match about $63,504 at 4% or $42,336 at 6%; with 100% employer match about $47,628 at 4% or $31,752 at 6%.
2018116$547,430$46,052$2,878iApproximate average salary by contribution assumption: employee only about $71,956 at 4% or $47,971 at 6%; with 50% employer match about $47,971 at 4% or $31,981 at 6%; with 100% employer match about $35,978 at 4% or $23,985 at 6%.
Wallace Associates 401(K) Plan-16$547,430$46,052$2,878iApproximate average salary by contribution assumption: employee only about $71,956 at 4% or $47,971 at 6%; with 50% employer match about $47,971 at 4% or $31,981 at 6%; with 100% employer match about $35,978 at 4% or $23,985 at 6%.
2017116$693,278$43,360$2,710iApproximate average salary by contribution assumption: employee only about $67,750 at 4% or $45,167 at 6%; with 50% employer match about $45,167 at 4% or $30,111 at 6%; with 100% employer match about $33,875 at 4% or $22,583 at 6%.
Wallace Associates 401(K) Plan-16$693,278$43,360$2,710iApproximate average salary by contribution assumption: employee only about $67,750 at 4% or $45,167 at 6%; with 50% employer match about $45,167 at 4% or $30,111 at 6%; with 100% employer match about $33,875 at 4% or $22,583 at 6%.
2016115$570,390$41,065$2,738iApproximate average salary by contribution assumption: employee only about $68,442 at 4% or $45,628 at 6%; with 50% employer match about $45,628 at 4% or $30,419 at 6%; with 100% employer match about $34,221 at 4% or $22,814 at 6%.
Wallace Associates 401(K) Plan-15$570,390$41,065$2,738iApproximate average salary by contribution assumption: employee only about $68,442 at 4% or $45,628 at 6%; with 50% employer match about $45,628 at 4% or $30,419 at 6%; with 100% employer match about $34,221 at 4% or $22,814 at 6%.
2015115$488,247$29,699$1,980iApproximate average salary by contribution assumption: employee only about $49,498 at 4% or $32,999 at 6%; with 50% employer match about $32,999 at 4% or $21,999 at 6%; with 100% employer match about $24,749 at 4% or $16,499 at 6%.
Wallace Associates 401(K) Plan-15$488,247$29,699$1,980iApproximate average salary by contribution assumption: employee only about $49,498 at 4% or $32,999 at 6%; with 50% employer match about $32,999 at 4% or $21,999 at 6%; with 100% employer match about $24,749 at 4% or $16,499 at 6%.
2014114$465,555$24,569$1,755iApproximate average salary by contribution assumption: employee only about $43,873 at 4% or $29,249 at 6%; with 50% employer match about $29,249 at 4% or $19,499 at 6%; with 100% employer match about $21,937 at 4% or $14,624 at 6%.
Wallace Associates 401(K) Plan-14$465,555$24,569$1,755iApproximate average salary by contribution assumption: employee only about $43,873 at 4% or $29,249 at 6%; with 50% employer match about $29,249 at 4% or $19,499 at 6%; with 100% employer match about $21,937 at 4% or $14,624 at 6%.
2013114$420,630$20,268$1,448iApproximate average salary by contribution assumption: employee only about $36,193 at 4% or $24,129 at 6%; with 50% employer match about $24,129 at 4% or $16,086 at 6%; with 100% employer match about $18,096 at 4% or $12,064 at 6%.
Wallace Associates 401(K) Plan-14$420,630$20,268$1,448iApproximate average salary by contribution assumption: employee only about $36,193 at 4% or $24,129 at 6%; with 50% employer match about $24,129 at 4% or $16,086 at 6%; with 100% employer match about $18,096 at 4% or $12,064 at 6%.
2012116$457,049$24,783$1,549iApproximate average salary by contribution assumption: employee only about $38,723 at 4% or $25,816 at 6%; with 50% employer match about $25,816 at 4% or $17,210 at 6%; with 100% employer match about $19,362 at 4% or $12,908 at 6%.
Wallace Associates 401(K) Plan-16$457,049$24,783$1,549iApproximate average salary by contribution assumption: employee only about $38,723 at 4% or $25,816 at 6%; with 50% employer match about $25,816 at 4% or $17,210 at 6%; with 100% employer match about $19,362 at 4% or $12,908 at 6%.
2011116$379,502$26,286$1,643iApproximate average salary by contribution assumption: employee only about $41,072 at 4% or $27,381 at 6%; with 50% employer match about $27,381 at 4% or $18,254 at 6%; with 100% employer match about $20,536 at 4% or $13,691 at 6%.
Wallace Associates 401(K) Plan-16$379,502$26,286$1,643iApproximate average salary by contribution assumption: employee only about $41,072 at 4% or $27,381 at 6%; with 50% employer match about $27,381 at 4% or $18,254 at 6%; with 100% employer match about $20,536 at 4% or $13,691 at 6%.
2010117$390,929$24,259$1,427iApproximate average salary by contribution assumption: employee only about $35,675 at 4% or $23,783 at 6%; with 50% employer match about $23,783 at 4% or $15,856 at 6%; with 100% employer match about $17,838 at 4% or $11,892 at 6%.
Wallace Associates 401(K) Plan-17$390,929$24,259$1,427iApproximate average salary by contribution assumption: employee only about $35,675 at 4% or $23,783 at 6%; with 50% employer match about $23,783 at 4% or $15,856 at 6%; with 100% employer match about $17,838 at 4% or $11,892 at 6%.
2009119$326,823$144,848$7,624iApproximate average salary by contribution assumption: employee only about $190,589 at 4% or $127,060 at 6%; with 50% employer match about $127,060 at 4% or $84,706 at 6%; with 100% employer match about $95,295 at 4% or $63,530 at 6%.
Wallace Associates 401(K) Plan-19$326,823$144,848$7,624iApproximate average salary by contribution assumption: employee only about $190,589 at 4% or $127,060 at 6%; with 50% employer match about $127,060 at 4% or $84,706 at 6%; with 100% employer match about $95,295 at 4% or $63,530 at 6%.
2008119$155,194$190,247$10,013iApproximate average salary by contribution assumption: employee only about $250,325 at 4% or $166,883 at 6%; with 50% employer match about $166,883 at 4% or $111,256 at 6%; with 100% employer match about $125,163 at 4% or $83,442 at 6%.
Wallace Associates 401(K) Plan-19$155,194$190,247$10,013iApproximate average salary by contribution assumption: employee only about $250,325 at 4% or $166,883 at 6%; with 50% employer match about $166,883 at 4% or $111,256 at 6%; with 100% employer match about $125,163 at 4% or $83,442 at 6%.