Civic Intelligence

Wallert & Bagden PC.

Plan context: Wallert & Bagden PC. 401(K) Plan

EIN 54-0881627 • Springfield, VA • 19 filings • 2 plans

6225 Brandon AvenueSuite 170Springfield, VA 22150
Current Snapshot

Latest Year

2020

2020 Participants

2

2020 Assets

$1,501,110

2020 Contributions

$1,500

Historical Graphs

Total Assets Over Time

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

$1,732,958$866,479$0200220112020YearValue
$1,501,110Latest year 2020

Participants Over Time

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

1470200220112020YearValue
2Latest year 2020

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
202012$1,501,110$1,500$750iApproximate average salary by contribution assumption: employee only about $18,750 at 4% or $12,500 at 6%; with 50% employer match about $12,500 at 4% or $8,333 at 6%; with 100% employer match about $9,375 at 4% or $6,250 at 6%.
Wallert & Bagden PC. 401(K) Plan-2$1,501,110$1,500$750iApproximate average salary by contribution assumption: employee only about $18,750 at 4% or $12,500 at 6%; with 50% employer match about $12,500 at 4% or $8,333 at 6%; with 100% employer match about $9,375 at 4% or $6,250 at 6%.
201912$1,294,095$12,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
Wallert & Bagden PC. 401(K) Plan-2$1,294,095$12,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
201813$1,055,979$24,500$8,167iApproximate average salary by contribution assumption: employee only about $204,167 at 4% or $136,111 at 6%; with 50% employer match about $136,111 at 4% or $90,741 at 6%; with 100% employer match about $102,083 at 4% or $68,056 at 6%.
Wallert & Bagden PC. 401(K) Plan-3$1,055,979$24,500$8,167iApproximate average salary by contribution assumption: employee only about $204,167 at 4% or $136,111 at 6%; with 50% employer match about $136,111 at 4% or $90,741 at 6%; with 100% employer match about $102,083 at 4% or $68,056 at 6%.
201713$1,109,957$24,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
Wallert & Bagden PC. 401(K) Plan-3$1,109,957$24,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
201614$907,086$24,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
Wallert & Bagden PC. 401(K) Plan-4$907,086$24,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
201514$831,169$24,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
Wallert & Bagden PC. 401(K) Plan-4$831,169$24,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
2014114$1,732,958$164,350$11,739iApproximate average salary by contribution assumption: employee only about $293,482 at 4% or $195,655 at 6%; with 50% employer match about $195,655 at 4% or $130,437 at 6%; with 100% employer match about $146,741 at 4% or $97,827 at 6%.
Wallert & Bagden PC. 401(K) Plan-14$1,732,958$164,350$11,739iApproximate average salary by contribution assumption: employee only about $293,482 at 4% or $195,655 at 6%; with 50% employer match about $195,655 at 4% or $130,437 at 6%; with 100% employer match about $146,741 at 4% or $97,827 at 6%.
2013113$1,485,932$156,900$12,069iApproximate average salary by contribution assumption: employee only about $301,731 at 4% or $201,154 at 6%; with 50% employer match about $201,154 at 4% or $134,103 at 6%; with 100% employer match about $150,865 at 4% or $100,577 at 6%.
Wallert & Bagden PC. 401(K) Plan-13$1,485,932$156,900$12,069iApproximate average salary by contribution assumption: employee only about $301,731 at 4% or $201,154 at 6%; with 50% employer match about $201,154 at 4% or $134,103 at 6%; with 100% employer match about $150,865 at 4% or $100,577 at 6%.
2012113$1,184,776$147,500$11,346iApproximate average salary by contribution assumption: employee only about $283,654 at 4% or $189,103 at 6%; with 50% employer match about $189,103 at 4% or $126,068 at 6%; with 100% employer match about $141,827 at 4% or $94,551 at 6%.
Wallert & Bagden PC. 401(K) Plan-13$1,184,776$147,500$11,346iApproximate average salary by contribution assumption: employee only about $283,654 at 4% or $189,103 at 6%; with 50% employer match about $189,103 at 4% or $126,068 at 6%; with 100% employer match about $141,827 at 4% or $94,551 at 6%.
2011114$1,014,590$130,105$9,293iApproximate average salary by contribution assumption: employee only about $232,330 at 4% or $154,887 at 6%; with 50% employer match about $154,887 at 4% or $103,258 at 6%; with 100% employer match about $116,165 at 4% or $77,443 at 6%.
Wallert & Bagden PC. 401(K) Plan-14$1,014,590$130,105$9,293iApproximate average salary by contribution assumption: employee only about $232,330 at 4% or $154,887 at 6%; with 50% employer match about $154,887 at 4% or $103,258 at 6%; with 100% employer match about $116,165 at 4% or $77,443 at 6%.
2010114$888,995$143,100$10,221iApproximate average salary by contribution assumption: employee only about $255,536 at 4% or $170,357 at 6%; with 50% employer match about $170,357 at 4% or $113,571 at 6%; with 100% employer match about $127,768 at 4% or $85,179 at 6%.
Wallert & Bagden PC. 401(K) Plan-14$888,995$143,100$10,221iApproximate average salary by contribution assumption: employee only about $255,536 at 4% or $170,357 at 6%; with 50% employer match about $170,357 at 4% or $113,571 at 6%; with 100% employer match about $127,768 at 4% or $85,179 at 6%.
2009114$714,938$121,850$8,704iApproximate average salary by contribution assumption: employee only about $217,589 at 4% or $145,060 at 6%; with 50% employer match about $145,060 at 4% or $96,706 at 6%; with 100% employer match about $108,795 at 4% or $72,530 at 6%.
Wallert & Bagden PC. 401(K) Plan-14$714,938$121,850$8,704iApproximate average salary by contribution assumption: employee only about $217,589 at 4% or $145,060 at 6%; with 50% employer match about $145,060 at 4% or $96,706 at 6%; with 100% employer match about $108,795 at 4% or $72,530 at 6%.
200819$506,745$112,456$12,495iApproximate average salary by contribution assumption: employee only about $312,378 at 4% or $208,252 at 6%; with 50% employer match about $208,252 at 4% or $138,835 at 6%; with 100% employer match about $156,189 at 4% or $104,126 at 6%.
Wallert & Bagden PC. 401(K) Plan-9$506,745$112,456$12,495iApproximate average salary by contribution assumption: employee only about $312,378 at 4% or $208,252 at 6%; with 50% employer match about $208,252 at 4% or $138,835 at 6%; with 100% employer match about $156,189 at 4% or $104,126 at 6%.
2007111$556,087$107,300$9,755iApproximate average salary by contribution assumption: employee only about $243,864 at 4% or $162,576 at 6%; with 50% employer match about $162,576 at 4% or $108,384 at 6%; with 100% employer match about $121,932 at 4% or $81,288 at 6%.
Wallert & Bagden PC. 401(K) Plan-11$556,087$107,300$9,755iApproximate average salary by contribution assumption: employee only about $243,864 at 4% or $162,576 at 6%; with 50% employer match about $162,576 at 4% or $108,384 at 6%; with 100% employer match about $121,932 at 4% or $81,288 at 6%.
2006111$418,986$117,315$10,665iApproximate average salary by contribution assumption: employee only about $266,625 at 4% or $177,750 at 6%; with 50% employer match about $177,750 at 4% or $118,500 at 6%; with 100% employer match about $133,313 at 4% or $88,875 at 6%.
Wallert & Bagden PC. 401(K) Plan-11$418,986$117,315$10,665iApproximate average salary by contribution assumption: employee only about $266,625 at 4% or $177,750 at 6%; with 50% employer match about $177,750 at 4% or $118,500 at 6%; with 100% employer match about $133,313 at 4% or $88,875 at 6%.
2005111$268,346$82,200$7,473iApproximate average salary by contribution assumption: employee only about $186,818 at 4% or $124,545 at 6%; with 50% employer match about $124,545 at 4% or $83,030 at 6%; with 100% employer match about $93,409 at 4% or $62,273 at 6%.
Wallert & Bagden PC. 401(K) Plan-11$268,346$82,200$7,473iApproximate average salary by contribution assumption: employee only about $186,818 at 4% or $124,545 at 6%; with 50% employer match about $124,545 at 4% or $83,030 at 6%; with 100% employer match about $93,409 at 4% or $62,273 at 6%.
200419$166,624$54,300$6,033iApproximate average salary by contribution assumption: employee only about $150,833 at 4% or $100,556 at 6%; with 50% employer match about $100,556 at 4% or $67,037 at 6%; with 100% employer match about $75,417 at 4% or $50,278 at 6%.
Wallert & Bagden PC. 401(K) Plan-9$166,624$54,300$6,033iApproximate average salary by contribution assumption: employee only about $150,833 at 4% or $100,556 at 6%; with 50% employer match about $100,556 at 4% or $67,037 at 6%; with 100% employer match about $75,417 at 4% or $50,278 at 6%.
200318$99,608$41,261$5,158iApproximate average salary by contribution assumption: employee only about $128,941 at 4% or $85,960 at 6%; with 50% employer match about $85,960 at 4% or $57,307 at 6%; with 100% employer match about $64,470 at 4% or $42,980 at 6%.
Wallert & Bagden PC. 401(K) Plan-8$99,608$41,261$5,158iApproximate average salary by contribution assumption: employee only about $128,941 at 4% or $85,960 at 6%; with 50% employer match about $85,960 at 4% or $57,307 at 6%; with 100% employer match about $64,470 at 4% or $42,980 at 6%.
200218$45,273$49,877$6,235iApproximate average salary by contribution assumption: employee only about $155,866 at 4% or $103,910 at 6%; with 50% employer match about $103,910 at 4% or $69,274 at 6%; with 100% employer match about $77,933 at 4% or $51,955 at 6%.
Wallert & Bagden PC. 401(K) Plan-8$45,273$49,877$6,235iApproximate average salary by contribution assumption: employee only about $155,866 at 4% or $103,910 at 6%; with 50% employer match about $103,910 at 4% or $69,274 at 6%; with 100% employer match about $77,933 at 4% or $51,955 at 6%.
Wallert & Bagden PC. | EIN 54-0881627 | 2020 Form 5500 Company Profile