Wallach & Company Inc.
Plan context: Wallach & Company Inc. Employee Profit Sharing Plan
EIN 54-1492524 • Middleburg, VA • 39 filings • 12 plans
Current Snapshot
Latest Year
2016
2016 Participants
3
2016 Assets
$920,853
2016 Contributions
$1,048,627
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 |
|---|---|---|---|---|---|
| 2016 | 2 | 0 | $920,853 | $1,048,627 | - |
| Wallach & Company Inc. Employee Profit Sharing Plan | - | 0 | $920,853 | $957,243 | - |
| Wallach & Company Inc. Pension Plan | - | 0 | $0 | $91,384 | - |
| 2015 | 2 | 3 | $1,569,434 | $65,285 | $21,762iApproximate average salary by contribution assumption: employee only about $544,042 at 4% or $362,694 at 6%; with 50% employer match about $362,694 at 4% or $241,796 at 6%; with 100% employer match about $272,021 at 4% or $181,347 at 6%. |
| Wallach & Company Inc. Employee Profit Sharing Plan | - | 3 | $920,853 | $10,469 | $3,490iApproximate average salary by contribution assumption: employee only about $87,242 at 4% or $58,161 at 6%; with 50% employer match about $58,161 at 4% or $38,774 at 6%; with 100% employer match about $43,621 at 4% or $29,081 at 6%. |
| Wallach & Company Inc. Pension Plan | - | 2 | $648,581 | $54,816 | $27,408iApproximate average salary by contribution assumption: employee only about $685,200 at 4% or $456,800 at 6%; with 50% employer match about $456,800 at 4% or $304,533 at 6%; with 100% employer match about $342,600 at 4% or $228,400 at 6%. |
| 2014 | 2 | 3 | $1,584,645 | $68,544 | $22,848iApproximate average salary by contribution assumption: employee only about $571,200 at 4% or $380,800 at 6%; with 50% employer match about $380,800 at 4% or $253,867 at 6%; with 100% employer match about $285,600 at 4% or $190,400 at 6%. |
| Wallach & Company Inc. Employee Profit Sharing Plan | - | 3 | $923,906 | $13,581 | $4,527iApproximate average salary by contribution assumption: employee only about $113,175 at 4% or $75,450 at 6%; with 50% employer match about $75,450 at 4% or $50,300 at 6%; with 100% employer match about $56,588 at 4% or $37,725 at 6%. |
| Wallach & Company Inc. Pension Plan | - | 2 | $660,739 | $54,963 | $27,482iApproximate average salary by contribution assumption: employee only about $687,038 at 4% or $458,025 at 6%; with 50% employer match about $458,025 at 4% or $305,350 at 6%; with 100% employer match about $343,519 at 4% or $229,013 at 6%. |
| 2013 | 2 | 3 | $1,450,920 | $68,034 | $22,678iApproximate average salary by contribution assumption: employee only about $566,950 at 4% or $377,967 at 6%; with 50% employer match about $377,967 at 4% or $251,978 at 6%; with 100% employer match about $283,475 at 4% or $188,983 at 6%. |
| Wallach & Company Inc. Employee Profit Sharing Plan | - | 3 | $867,408 | $13,146 | $4,382iApproximate average salary by contribution assumption: employee only about $109,550 at 4% or $73,033 at 6%; with 50% employer match about $73,033 at 4% or $48,689 at 6%; with 100% employer match about $54,775 at 4% or $36,517 at 6%. |
| Wallach & Company Inc. Pension Plan | - | 2 | $583,512 | $54,888 | $27,444iApproximate average salary by contribution assumption: employee only about $686,100 at 4% or $457,400 at 6%; with 50% employer match about $457,400 at 4% or $304,933 at 6%; with 100% employer match about $343,050 at 4% or $228,700 at 6%. |
| 2012 | 2 | 3 | $1,183,726 | $68,079 | $22,693iApproximate average salary by contribution assumption: employee only about $567,325 at 4% or $378,217 at 6%; with 50% employer match about $378,217 at 4% or $252,144 at 6%; with 100% employer match about $283,663 at 4% or $189,108 at 6%. |
| Wallach & Company Inc. Employee Profit Sharing Plan | - | 3 | $719,983 | $13,146 | $4,382iApproximate average salary by contribution assumption: employee only about $109,550 at 4% or $73,033 at 6%; with 50% employer match about $73,033 at 4% or $48,689 at 6%; with 100% employer match about $54,775 at 4% or $36,517 at 6%. |
| Wallach & Company Inc. Pension Plan | - | 2 | $463,743 | $54,933 | $27,467iApproximate average salary by contribution assumption: employee only about $686,663 at 4% or $457,775 at 6%; with 50% employer match about $457,775 at 4% or $305,183 at 6%; with 100% employer match about $343,331 at 4% or $228,888 at 6%. |
| 2011 | 2 | 4 | $1,061,016 | $69,882 | $17,471iApproximate average salary by contribution assumption: employee only about $436,763 at 4% or $291,175 at 6%; with 50% employer match about $291,175 at 4% or $194,117 at 6%; with 100% employer match about $218,381 at 4% or $145,588 at 6%. |
| Wallach & Company Inc. Employee Profit Sharing Plan | - | 4 | $673,135 | $14,699 | $3,675iApproximate average salary by contribution assumption: employee only about $91,869 at 4% or $61,246 at 6%; with 50% employer match about $61,246 at 4% or $40,831 at 6%; with 100% employer match about $45,934 at 4% or $30,623 at 6%. |
| Wallach & Company Inc. Pension Plan | - | 2 | $387,881 | $55,183 | $27,592iApproximate average salary by contribution assumption: employee only about $689,788 at 4% or $459,858 at 6%; with 50% employer match about $459,858 at 4% or $306,572 at 6%; with 100% employer match about $344,894 at 4% or $229,929 at 6%. |
| 2010 | 2 | 4 | $1,005,423 | $70,282 | $17,571iApproximate average salary by contribution assumption: employee only about $439,263 at 4% or $292,842 at 6%; with 50% employer match about $292,842 at 4% or $195,228 at 6%; with 100% employer match about $219,631 at 4% or $146,421 at 6%. |
| Wallach & Company Inc. Employee Profit Sharing Plan | - | 4 | $621,798 | $14,882 | $3,721iApproximate average salary by contribution assumption: employee only about $93,013 at 4% or $62,008 at 6%; with 50% employer match about $62,008 at 4% or $41,339 at 6%; with 100% employer match about $46,506 at 4% or $31,004 at 6%. |
| Wallach & Company Inc. Pension Plan | - | 2 | $383,625 | $55,400 | $27,700iApproximate average salary by contribution assumption: employee only about $692,500 at 4% or $461,667 at 6%; with 50% employer match about $461,667 at 4% or $307,778 at 6%; with 100% employer match about $346,250 at 4% or $230,833 at 6%. |
| 2009 | 2 | 4 | $867,407 | $70,414 | $17,604iApproximate average salary by contribution assumption: employee only about $440,088 at 4% or $293,392 at 6%; with 50% employer match about $293,392 at 4% or $195,594 at 6%; with 100% employer match about $220,044 at 4% or $146,696 at 6%. |
| Wallach & Company Inc. Employee Profit Sharing Plan | - | 4 | $564,708 | $14,972 | $3,743iApproximate average salary by contribution assumption: employee only about $93,575 at 4% or $62,383 at 6%; with 50% employer match about $62,383 at 4% or $41,589 at 6%; with 100% employer match about $46,788 at 4% or $31,192 at 6%. |
| Wallach & Company Inc. Pension Plan | - | 2 | $302,699 | $55,442 | $27,721iApproximate average salary by contribution assumption: employee only about $693,025 at 4% or $462,017 at 6%; with 50% employer match about $462,017 at 4% or $308,011 at 6%; with 100% employer match about $346,513 at 4% or $231,008 at 6%. |
| 2008 | 3 | 4 | $545,274 | $89,540 | $22,385iApproximate average salary by contribution assumption: employee only about $559,625 at 4% or $373,083 at 6%; with 50% employer match about $373,083 at 4% or $248,722 at 6%; with 100% employer match about $279,813 at 4% or $186,542 at 6%. |
| Wallach & Company Inc. Employee Profit Sharing Plan | - | 4 | $495,937 | $14,658 | $3,665iApproximate average salary by contribution assumption: employee only about $91,613 at 4% or $61,075 at 6%; with 50% employer match about $61,075 at 4% or $40,717 at 6%; with 100% employer match about $45,806 at 4% or $30,538 at 6%. |
| Wallach & Company Inc. Employee Profit Sharing Plan | - | 4 | $49,337 | $74,882 | $18,721iApproximate average salary by contribution assumption: employee only about $468,013 at 4% or $312,008 at 6%; with 50% employer match about $312,008 at 4% or $208,006 at 6%; with 100% employer match about $234,006 at 4% or $156,004 at 6%. |
| Wallach & Company Inc. Pension Plan | - | 2 | - | - | - |
| 2007 | 2 | 4 | $0 | $0 | - |
| Wallach & Company Inc. Pension Plan | - | 2 | - | - | - |
| Wallach & Company Inc. Employee Profit Sharing Plan | - | 4 | - | - | - |
| 2006 | 2 | 4 | $827,064 | $79,585 | $19,896iApproximate average salary by contribution assumption: employee only about $497,406 at 4% or $331,604 at 6%; with 50% employer match about $331,604 at 4% or $221,069 at 6%; with 100% employer match about $248,703 at 4% or $165,802 at 6%. |
| Wallach & Company Inc. Employee Profit Sharing Plan | - | 4 | $599,950 | $47,686 | $11,922iApproximate average salary by contribution assumption: employee only about $298,038 at 4% or $198,692 at 6%; with 50% employer match about $198,692 at 4% or $132,461 at 6%; with 100% employer match about $149,019 at 4% or $99,346 at 6%. |
| Wallach & Company Inc. Pension Plan | - | 4 | $227,114 | $31,899 | $7,975iApproximate average salary by contribution assumption: employee only about $199,369 at 4% or $132,913 at 6%; with 50% employer match about $132,913 at 4% or $88,608 at 6%; with 100% employer match about $99,684 at 4% or $66,456 at 6%. |
| 2005 | 2 | 4 | $707,088 | $77,621 | $19,405iApproximate average salary by contribution assumption: employee only about $485,131 at 4% or $323,421 at 6%; with 50% employer match about $323,421 at 4% or $215,614 at 6%; with 100% employer match about $242,566 at 4% or $161,710 at 6%. |
| Wallach & Company Inc. Employee Profit Sharing Plan | - | 4 | $525,345 | $43,080 | $10,770iApproximate average salary by contribution assumption: employee only about $269,250 at 4% or $179,500 at 6%; with 50% employer match about $179,500 at 4% or $119,667 at 6%; with 100% employer match about $134,625 at 4% or $89,750 at 6%. |
| Wallach & Company Inc. Pension Plan | - | 4 | $181,743 | $34,541 | $8,635iApproximate average salary by contribution assumption: employee only about $215,881 at 4% or $143,921 at 6%; with 50% employer match about $143,921 at 4% or $95,947 at 6%; with 100% employer match about $107,941 at 4% or $71,960 at 6%. |
| 2004 | 2 | 5 | $649,341 | $93,244 | $18,649iApproximate average salary by contribution assumption: employee only about $466,220 at 4% or $310,813 at 6%; with 50% employer match about $310,813 at 4% or $207,209 at 6%; with 100% employer match about $233,110 at 4% or $155,407 at 6%. |
| Wallach & Company Inc. Employee Profit Sharing Plan | - | 5 | $485,030 | $44,566 | $8,913iApproximate average salary by contribution assumption: employee only about $222,830 at 4% or $148,553 at 6%; with 50% employer match about $148,553 at 4% or $99,036 at 6%; with 100% employer match about $111,415 at 4% or $74,277 at 6%. |
| Wallach & Company Inc. Pension Plan | - | 3 | $164,311 | $48,678 | $16,226iApproximate average salary by contribution assumption: employee only about $405,650 at 4% or $270,433 at 6%; with 50% employer match about $270,433 at 4% or $180,289 at 6%; with 100% employer match about $202,825 at 4% or $135,217 at 6%. |
| 2003 | 2 | 5 | $535,220 | $88,628 | $17,726iApproximate average salary by contribution assumption: employee only about $443,140 at 4% or $295,427 at 6%; with 50% employer match about $295,427 at 4% or $196,951 at 6%; with 100% employer match about $221,570 at 4% or $147,713 at 6%. |
| Wallach & Company Inc. Employee Profit Sharing Plan | - | 3 | $421,441 | $42,270 | $14,090iApproximate average salary by contribution assumption: employee only about $352,250 at 4% or $234,833 at 6%; with 50% employer match about $234,833 at 4% or $156,556 at 6%; with 100% employer match about $176,125 at 4% or $117,417 at 6%. |
| Wallach & Company Inc. Pension Plan | - | 5 | $113,779 | $46,358 | $9,272iApproximate average salary by contribution assumption: employee only about $231,790 at 4% or $154,527 at 6%; with 50% employer match about $154,527 at 4% or $103,018 at 6%; with 100% employer match about $115,895 at 4% or $77,263 at 6%. |
| 2002 | 2 | 5 | $403,014 | $85,173 | $17,035iApproximate average salary by contribution assumption: employee only about $425,865 at 4% or $283,910 at 6%; with 50% employer match about $283,910 at 4% or $189,273 at 6%; with 100% employer match about $212,932 at 4% or $141,955 at 6%. |
| Wallach & Company Inc. Employee Profit Sharing Plan | - | 5 | $335,818 | $41,990 | $8,398iApproximate average salary by contribution assumption: employee only about $209,950 at 4% or $139,967 at 6%; with 50% employer match about $139,967 at 4% or $93,311 at 6%; with 100% employer match about $104,975 at 4% or $69,983 at 6%. |
| Wallach & Company Inc. Pension Plan | - | 4 | $67,196 | $43,183 | $10,796iApproximate average salary by contribution assumption: employee only about $269,894 at 4% or $179,929 at 6%; with 50% employer match about $179,929 at 4% or $119,953 at 6%; with 100% employer match about $134,947 at 4% or $89,965 at 6%. |
| 2001 | 3 | 4 | $0 | $0 | - |
| Wallach & Company Inc. Employee Profit Sharing Plan | - | 4 | - | - | - |
| Wallach & Company Inc. Pension Plan | - | 4 | - | - | - |
| Wallach & Company Inc. Pension Plan | - | 4 | - | - | - |
| 2000 | 3 | 4 | $317,015 | $47,688 | $11,922iApproximate average salary by contribution assumption: employee only about $298,050 at 4% or $198,700 at 6%; with 50% employer match about $198,700 at 4% or $132,467 at 6%; with 100% employer match about $149,025 at 4% or $99,350 at 6%. |
| Wallach & Company Inc. Employee Profit Sharing Plan | - | 4 | $294,529 | $35,266 | $8,817iApproximate average salary by contribution assumption: employee only about $220,413 at 4% or $146,942 at 6%; with 50% employer match about $146,942 at 4% or $97,961 at 6%; with 100% employer match about $110,206 at 4% or $73,471 at 6%. |
| Wallach & Company Inc. Pension Plan | - | 4 | $22,486 | $12,422 | $3,106iApproximate average salary by contribution assumption: employee only about $77,638 at 4% or $51,758 at 6%; with 50% employer match about $51,758 at 4% or $34,506 at 6%; with 100% employer match about $38,819 at 4% or $25,879 at 6%. |
| Wallach & Company Inc. Pension Plan | - | 4 | - | - | - |
| 1999 | 2 | 2 | $331,323 | $36,184 | $18,092iApproximate average salary by contribution assumption: employee only about $452,300 at 4% or $301,533 at 6%; with 50% employer match about $301,533 at 4% or $201,022 at 6%; with 100% employer match about $226,150 at 4% or $150,767 at 6%. |
| Wallach & Company Inc. Employee Profit Sharing Plan | - | 2 | $308,308 | $26,638 | $13,319iApproximate average salary by contribution assumption: employee only about $332,975 at 4% or $221,983 at 6%; with 50% employer match about $221,983 at 4% or $147,989 at 6%; with 100% employer match about $166,488 at 4% or $110,992 at 6%. |
| Wallach & Company Inc. Pension Plan | - | 2 | $23,015 | $9,546 | $4,773iApproximate average salary by contribution assumption: employee only about $119,325 at 4% or $79,550 at 6%; with 50% employer match about $79,550 at 4% or $53,033 at 6%; with 100% employer match about $59,663 at 4% or $39,775 at 6%. |