Wallace & Wallace, Ptr
Plan context: Wallace & Wallace Retirement Plan
EIN 54-0700830 • 6 filings • 1 plans
Current Snapshot
Latest Year
2005
2005 Participants
4
2005 Assets
$2,202,794
2005 Contributions
$17,381
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 |
|---|---|---|---|---|---|
| 2005 | 1 | 0 | $0 | $0 | - |
| Wallace & Wallace Retirement Plan | - | 0 | - | - | - |
| 2004 | 1 | 0 | $2,202,794 | $0 | - |
| Wallace & Wallace Retirement Plan | - | 0 | $2,202,794 | - | - |
| 2003 | 1 | 4 | $2,113,190 | $17,381 | $4,345iApproximate average salary by contribution assumption: employee only about $108,631 at 4% or $72,421 at 6%; with 50% employer match about $72,421 at 4% or $48,281 at 6%; with 100% employer match about $54,316 at 4% or $36,210 at 6%. |
| Wallace & Wallace Retirement Plan | - | 4 | $2,113,190 | $17,381 | $4,345iApproximate average salary by contribution assumption: employee only about $108,631 at 4% or $72,421 at 6%; with 50% employer match about $72,421 at 4% or $48,281 at 6%; with 100% employer match about $54,316 at 4% or $36,210 at 6%. |
| 2002 | 1 | 4 | $1,869,486 | $18,246 | $4,562iApproximate average salary by contribution assumption: employee only about $114,038 at 4% or $76,025 at 6%; with 50% employer match about $76,025 at 4% or $50,683 at 6%; with 100% employer match about $57,019 at 4% or $38,013 at 6%. |
| Wallace & Wallace Retirement Plan | - | 4 | $1,869,486 | $18,246 | $4,562iApproximate average salary by contribution assumption: employee only about $114,038 at 4% or $76,025 at 6%; with 50% employer match about $76,025 at 4% or $50,683 at 6%; with 100% employer match about $57,019 at 4% or $38,013 at 6%. |
| 2001 | 1 | 4 | $0 | $0 | - |
| Wallace & Wallace Retirement Plan | - | 4 | - | - | - |
| 1999 | 1 | 3 | $2,039,530 | $23,275 | $7,758iApproximate average salary by contribution assumption: employee only about $193,958 at 4% or $129,306 at 6%; with 50% employer match about $129,306 at 4% or $86,204 at 6%; with 100% employer match about $96,979 at 4% or $64,653 at 6%. |
| Wallace & Wallace Retirement Plan | - | 3 | $2,039,530 | $23,275 | $7,758iApproximate average salary by contribution assumption: employee only about $193,958 at 4% or $129,306 at 6%; with 50% employer match about $129,306 at 4% or $86,204 at 6%; with 100% employer match about $96,979 at 4% or $64,653 at 6%. |