Civic Intelligence

Walton & Adams PC.

Plan context: Walton & Adams PC. 401(K) Plan

EIN 54-1174555 • Reston, VA • 25 filings • 2 plans

1925 Isaac Newton SquareSuite 250Reston, VA 20190
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$5,087,564

2024 Contributions

$178,897

Historical Graphs

Total Assets Over Time

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

$6,333,255$3,166,628$0200020122024YearValue
$5,087,564Latest year 2024

Participants Over Time

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

21110200020122024YearValue
10Latest 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
2024110$5,087,564$178,897$17,890iApproximate average salary by contribution assumption: employee only about $447,243 at 4% or $298,162 at 6%; with 50% employer match about $298,162 at 4% or $198,774 at 6%; with 100% employer match about $223,621 at 4% or $149,081 at 6%.
Walton & Adams PC. 401(K) Plan-10$5,087,564$178,897$17,890iApproximate average salary by contribution assumption: employee only about $447,243 at 4% or $298,162 at 6%; with 50% employer match about $298,162 at 4% or $198,774 at 6%; with 100% employer match about $223,621 at 4% or $149,081 at 6%.
2023110$4,292,896$183,646$18,365iApproximate average salary by contribution assumption: employee only about $459,115 at 4% or $306,077 at 6%; with 50% employer match about $306,077 at 4% or $204,051 at 6%; with 100% employer match about $229,557 at 4% or $153,038 at 6%.
Walton & Adams PC. 401(K) Plan-10$4,292,896$183,646$18,365iApproximate average salary by contribution assumption: employee only about $459,115 at 4% or $306,077 at 6%; with 50% employer match about $306,077 at 4% or $204,051 at 6%; with 100% employer match about $229,557 at 4% or $153,038 at 6%.
202219$3,607,940$131,252$14,584iApproximate average salary by contribution assumption: employee only about $364,589 at 4% or $243,059 at 6%; with 50% employer match about $243,059 at 4% or $162,040 at 6%; with 100% employer match about $182,294 at 4% or $121,530 at 6%.
Walton & Adams PC. 401(K) Plan-9$3,607,940$131,252$14,584iApproximate average salary by contribution assumption: employee only about $364,589 at 4% or $243,059 at 6%; with 50% employer match about $243,059 at 4% or $162,040 at 6%; with 100% employer match about $182,294 at 4% or $121,530 at 6%.
2021110$6,333,255$145,500$14,550iApproximate average salary by contribution assumption: employee only about $363,750 at 4% or $242,500 at 6%; with 50% employer match about $242,500 at 4% or $161,667 at 6%; with 100% employer match about $181,875 at 4% or $121,250 at 6%.
Walton & Adams PC. 401(K) Plan-10$6,333,255$145,500$14,550iApproximate average salary by contribution assumption: employee only about $363,750 at 4% or $242,500 at 6%; with 50% employer match about $242,500 at 4% or $161,667 at 6%; with 100% employer match about $181,875 at 4% or $121,250 at 6%.
2020110$5,488,036$147,245$14,725iApproximate average salary by contribution assumption: employee only about $368,113 at 4% or $245,408 at 6%; with 50% employer match about $245,408 at 4% or $163,606 at 6%; with 100% employer match about $184,056 at 4% or $122,704 at 6%.
Walton & Adams PC. 401(K) Plan-10$5,488,036$147,245$14,725iApproximate average salary by contribution assumption: employee only about $368,113 at 4% or $245,408 at 6%; with 50% employer match about $245,408 at 4% or $163,606 at 6%; with 100% employer match about $184,056 at 4% or $122,704 at 6%.
2019110$4,301,770$145,987$14,599iApproximate average salary by contribution assumption: employee only about $364,968 at 4% or $243,312 at 6%; with 50% employer match about $243,312 at 4% or $162,208 at 6%; with 100% employer match about $182,484 at 4% or $121,656 at 6%.
Walton & Adams PC. 401(K) Plan-10$4,301,770$145,987$14,599iApproximate average salary by contribution assumption: employee only about $364,968 at 4% or $243,312 at 6%; with 50% employer match about $243,312 at 4% or $162,208 at 6%; with 100% employer match about $182,484 at 4% or $121,656 at 6%.
2018110$5,184,359$165,348$16,535iApproximate average salary by contribution assumption: employee only about $413,370 at 4% or $275,580 at 6%; with 50% employer match about $275,580 at 4% or $183,720 at 6%; with 100% employer match about $206,685 at 4% or $137,790 at 6%.
Walton & Adams PC. 401(K) Plan-10$5,184,359$165,348$16,535iApproximate average salary by contribution assumption: employee only about $413,370 at 4% or $275,580 at 6%; with 50% employer match about $275,580 at 4% or $183,720 at 6%; with 100% employer match about $206,685 at 4% or $137,790 at 6%.
201719$5,265,944$158,991$17,666iApproximate average salary by contribution assumption: employee only about $441,642 at 4% or $294,428 at 6%; with 50% employer match about $294,428 at 4% or $196,285 at 6%; with 100% employer match about $220,821 at 4% or $147,214 at 6%.
Walton & Adams PC. 401(K) Plan-9$5,265,944$158,991$17,666iApproximate average salary by contribution assumption: employee only about $441,642 at 4% or $294,428 at 6%; with 50% employer match about $294,428 at 4% or $196,285 at 6%; with 100% employer match about $220,821 at 4% or $147,214 at 6%.
201619$4,426,100$149,849$16,650iApproximate average salary by contribution assumption: employee only about $416,247 at 4% or $277,498 at 6%; with 50% employer match about $277,498 at 4% or $184,999 at 6%; with 100% employer match about $208,124 at 4% or $138,749 at 6%.
Walton & Adams PC. 401(K) Plan-9$4,426,100$149,849$16,650iApproximate average salary by contribution assumption: employee only about $416,247 at 4% or $277,498 at 6%; with 50% employer match about $277,498 at 4% or $184,999 at 6%; with 100% employer match about $208,124 at 4% or $138,749 at 6%.
201519$3,922,554$156,082$17,342iApproximate average salary by contribution assumption: employee only about $433,561 at 4% or $289,041 at 6%; with 50% employer match about $289,041 at 4% or $192,694 at 6%; with 100% employer match about $216,781 at 4% or $144,520 at 6%.
Walton & Adams PC. 401(K) Plan-9$3,922,554$156,082$17,342iApproximate average salary by contribution assumption: employee only about $433,561 at 4% or $289,041 at 6%; with 50% employer match about $289,041 at 4% or $192,694 at 6%; with 100% employer match about $216,781 at 4% or $144,520 at 6%.
2014110$3,785,112$143,484$14,348iApproximate average salary by contribution assumption: employee only about $358,710 at 4% or $239,140 at 6%; with 50% employer match about $239,140 at 4% or $159,427 at 6%; with 100% employer match about $179,355 at 4% or $119,570 at 6%.
Walton & Adams PC. 401(K) Plan-10$3,785,112$143,484$14,348iApproximate average salary by contribution assumption: employee only about $358,710 at 4% or $239,140 at 6%; with 50% employer match about $239,140 at 4% or $159,427 at 6%; with 100% employer match about $179,355 at 4% or $119,570 at 6%.
2013110$3,380,679$149,515$14,952iApproximate average salary by contribution assumption: employee only about $373,788 at 4% or $249,192 at 6%; with 50% employer match about $249,192 at 4% or $166,128 at 6%; with 100% employer match about $186,894 at 4% or $124,596 at 6%.
Walton & Adams PC. 401(K) Plan-10$3,380,679$149,515$14,952iApproximate average salary by contribution assumption: employee only about $373,788 at 4% or $249,192 at 6%; with 50% employer match about $249,192 at 4% or $166,128 at 6%; with 100% employer match about $186,894 at 4% or $124,596 at 6%.
2012111$2,712,968$132,241$12,022iApproximate average salary by contribution assumption: employee only about $300,548 at 4% or $200,365 at 6%; with 50% employer match about $200,365 at 4% or $133,577 at 6%; with 100% employer match about $150,274 at 4% or $100,183 at 6%.
Walton & Adams PC. 401(K) Plan-11$2,712,968$132,241$12,022iApproximate average salary by contribution assumption: employee only about $300,548 at 4% or $200,365 at 6%; with 50% employer match about $200,365 at 4% or $133,577 at 6%; with 100% employer match about $150,274 at 4% or $100,183 at 6%.
2011113$2,515,006$125,326$9,640iApproximate average salary by contribution assumption: employee only about $241,012 at 4% or $160,674 at 6%; with 50% employer match about $160,674 at 4% or $107,116 at 6%; with 100% employer match about $120,506 at 4% or $80,337 at 6%.
Walton & Adams PC. 401(K) Plan-13$2,515,006$125,326$9,640iApproximate average salary by contribution assumption: employee only about $241,012 at 4% or $160,674 at 6%; with 50% employer match about $160,674 at 4% or $107,116 at 6%; with 100% employer match about $120,506 at 4% or $80,337 at 6%.
2010117$3,076,610$269,610$15,859iApproximate average salary by contribution assumption: employee only about $396,485 at 4% or $264,324 at 6%; with 50% employer match about $264,324 at 4% or $176,216 at 6%; with 100% employer match about $198,243 at 4% or $132,162 at 6%.
Walton & Adams PC. 401(K) Plan-17$3,076,610$269,610$15,859iApproximate average salary by contribution assumption: employee only about $396,485 at 4% or $264,324 at 6%; with 50% employer match about $264,324 at 4% or $176,216 at 6%; with 100% employer match about $198,243 at 4% or $132,162 at 6%.
2009116$2,641,105$229,153$14,322iApproximate average salary by contribution assumption: employee only about $358,052 at 4% or $238,701 at 6%; with 50% employer match about $238,701 at 4% or $159,134 at 6%; with 100% employer match about $179,026 at 4% or $119,351 at 6%.
Walton & Adams PC. 401(K) Plan-16$2,641,105$229,153$14,322iApproximate average salary by contribution assumption: employee only about $358,052 at 4% or $238,701 at 6%; with 50% employer match about $238,701 at 4% or $159,134 at 6%; with 100% employer match about $179,026 at 4% or $119,351 at 6%.
2008117$1,895,161$220,253$12,956iApproximate average salary by contribution assumption: employee only about $323,901 at 4% or $215,934 at 6%; with 50% employer match about $215,934 at 4% or $143,956 at 6%; with 100% employer match about $161,951 at 4% or $107,967 at 6%.
Walton & Adams PC. 401(K) Plan-17$1,895,161$220,253$12,956iApproximate average salary by contribution assumption: employee only about $323,901 at 4% or $215,934 at 6%; with 50% employer match about $215,934 at 4% or $143,956 at 6%; with 100% employer match about $161,951 at 4% or $107,967 at 6%.
2007117$2,266,065$225,327$13,255iApproximate average salary by contribution assumption: employee only about $331,363 at 4% or $220,909 at 6%; with 50% employer match about $220,909 at 4% or $147,273 at 6%; with 100% employer match about $165,682 at 4% or $110,454 at 6%.
Walton & Adams PC. 401(K) Plan-17$2,266,065$225,327$13,255iApproximate average salary by contribution assumption: employee only about $331,363 at 4% or $220,909 at 6%; with 50% employer match about $220,909 at 4% or $147,273 at 6%; with 100% employer match about $165,682 at 4% or $110,454 at 6%.
2006117$2,893,671$295,682$17,393iApproximate average salary by contribution assumption: employee only about $434,826 at 4% or $289,884 at 6%; with 50% employer match about $289,884 at 4% or $193,256 at 6%; with 100% employer match about $217,413 at 4% or $144,942 at 6%.
Walton & Adams PC. 401(K) Plan-17$2,893,671$295,682$17,393iApproximate average salary by contribution assumption: employee only about $434,826 at 4% or $289,884 at 6%; with 50% employer match about $289,884 at 4% or $193,256 at 6%; with 100% employer match about $217,413 at 4% or $144,942 at 6%.
2005120$2,324,745$295,550$14,778iApproximate average salary by contribution assumption: employee only about $369,438 at 4% or $246,292 at 6%; with 50% employer match about $246,292 at 4% or $164,194 at 6%; with 100% employer match about $184,719 at 4% or $123,146 at 6%.
Walton & Adams PC. 401(K) Plan-20$2,324,745$295,550$14,778iApproximate average salary by contribution assumption: employee only about $369,438 at 4% or $246,292 at 6%; with 50% employer match about $246,292 at 4% or $164,194 at 6%; with 100% employer match about $184,719 at 4% or $123,146 at 6%.
2004121$2,097,689$237,855$11,326iApproximate average salary by contribution assumption: employee only about $283,161 at 4% or $188,774 at 6%; with 50% employer match about $188,774 at 4% or $125,849 at 6%; with 100% employer match about $141,580 at 4% or $94,387 at 6%.
Walton & Adams PC. 401(K) Plan-21$2,097,689$237,855$11,326iApproximate average salary by contribution assumption: employee only about $283,161 at 4% or $188,774 at 6%; with 50% employer match about $188,774 at 4% or $125,849 at 6%; with 100% employer match about $141,580 at 4% or $94,387 at 6%.
2003115$1,675,316$157,940$10,529iApproximate average salary by contribution assumption: employee only about $263,233 at 4% or $175,489 at 6%; with 50% employer match about $175,489 at 4% or $116,993 at 6%; with 100% employer match about $131,617 at 4% or $87,744 at 6%.
Walton & Adams PC. 401(K) Plan-15$1,675,316$157,940$10,529iApproximate average salary by contribution assumption: employee only about $263,233 at 4% or $175,489 at 6%; with 50% employer match about $175,489 at 4% or $116,993 at 6%; with 100% employer match about $131,617 at 4% or $87,744 at 6%.
2002112$1,104,396$75,316$6,276iApproximate average salary by contribution assumption: employee only about $156,908 at 4% or $104,606 at 6%; with 50% employer match about $104,606 at 4% or $69,737 at 6%; with 100% employer match about $78,454 at 4% or $52,303 at 6%.
Walton & Adams PC. 401(K) Plan-12$1,104,396$75,316$6,276iApproximate average salary by contribution assumption: employee only about $156,908 at 4% or $104,606 at 6%; with 50% employer match about $104,606 at 4% or $69,737 at 6%; with 100% employer match about $78,454 at 4% or $52,303 at 6%.
200119$1,321,982$114,674$12,742iApproximate average salary by contribution assumption: employee only about $318,539 at 4% or $212,359 at 6%; with 50% employer match about $212,359 at 4% or $141,573 at 6%; with 100% employer match about $159,269 at 4% or $106,180 at 6%.
Walton & Adams PC. 401(K) Plan-9$1,321,982$114,674$12,742iApproximate average salary by contribution assumption: employee only about $318,539 at 4% or $212,359 at 6%; with 50% employer match about $212,359 at 4% or $141,573 at 6%; with 100% employer match about $159,269 at 4% or $106,180 at 6%.
200018$1,433,479$96,930$12,116iApproximate average salary by contribution assumption: employee only about $302,906 at 4% or $201,938 at 6%; with 50% employer match about $201,938 at 4% or $134,625 at 6%; with 100% employer match about $151,453 at 4% or $100,969 at 6%.
Walton & Adams PC. 401(K) Plan-8$1,433,479$96,930$12,116iApproximate average salary by contribution assumption: employee only about $302,906 at 4% or $201,938 at 6%; with 50% employer match about $201,938 at 4% or $134,625 at 6%; with 100% employer match about $151,453 at 4% or $100,969 at 6%.