WALLACE WILLMORE CROMWELL SECURITIES, LLC
Plan context: Wallace Willmore Cromwell & Co. LLC Profit Sharing Plan
EIN 54-1952326 • Reston, VA • 21 filings • 2 plans
Current Snapshot
Latest Year
2020
2020 Participants
29
2020 Assets
$2,544,963
2020 Contributions
$374,276
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 29 | $2,544,963 | $374,276 | $12,906iApproximate average salary by contribution assumption: employee only about $322,652 at 4% or $215,101 at 6%; with 50% employer match about $215,101 at 4% or $143,401 at 6%; with 100% employer match about $161,326 at 4% or $107,551 at 6%. |
| Wallace Willmore Cromwell & Co. LLC Profit Sharing Plan | - | 29 | $2,544,963 | $374,276 | $12,906iApproximate average salary by contribution assumption: employee only about $322,652 at 4% or $215,101 at 6%; with 50% employer match about $215,101 at 4% or $143,401 at 6%; with 100% employer match about $161,326 at 4% or $107,551 at 6%. |
| 2019 | 1 | 24 | $1,921,884 | $111,585 | $4,649iApproximate average salary by contribution assumption: employee only about $116,234 at 4% or $77,490 at 6%; with 50% employer match about $77,490 at 4% or $51,660 at 6%; with 100% employer match about $58,117 at 4% or $38,745 at 6%. |
| Wallace Willmore Cromwell & Co. LLC Profit Sharing Plan | - | 24 | $1,921,884 | $111,585 | $4,649iApproximate average salary by contribution assumption: employee only about $116,234 at 4% or $77,490 at 6%; with 50% employer match about $77,490 at 4% or $51,660 at 6%; with 100% employer match about $58,117 at 4% or $38,745 at 6%. |
| 2018 | 1 | 22 | $1,662,025 | $64,318 | $2,924iApproximate average salary by contribution assumption: employee only about $73,089 at 4% or $48,726 at 6%; with 50% employer match about $48,726 at 4% or $32,484 at 6%; with 100% employer match about $36,544 at 4% or $24,363 at 6%. |
| Wallace Willmore Cromwell & Co. LLC Profit Sharing Plan | - | 22 | $1,662,025 | $64,318 | $2,924iApproximate average salary by contribution assumption: employee only about $73,089 at 4% or $48,726 at 6%; with 50% employer match about $48,726 at 4% or $32,484 at 6%; with 100% employer match about $36,544 at 4% or $24,363 at 6%. |
| 2017 | 1 | 20 | $1,632,843 | $91,179 | $4,559iApproximate average salary by contribution assumption: employee only about $113,974 at 4% or $75,983 at 6%; with 50% employer match about $75,983 at 4% or $50,655 at 6%; with 100% employer match about $56,987 at 4% or $37,991 at 6%. |
| Wallace Willmore Cromwell & Co. LLC Profit Sharing Plan | - | 20 | $1,632,843 | $91,179 | $4,559iApproximate average salary by contribution assumption: employee only about $113,974 at 4% or $75,983 at 6%; with 50% employer match about $75,983 at 4% or $50,655 at 6%; with 100% employer match about $56,987 at 4% or $37,991 at 6%. |
| 2016 | 1 | 18 | $1,384,591 | $73,093 | $4,061iApproximate average salary by contribution assumption: employee only about $101,518 at 4% or $67,679 at 6%; with 50% employer match about $67,679 at 4% or $45,119 at 6%; with 100% employer match about $50,759 at 4% or $33,839 at 6%. |
| Wallace Willmore Cromwell & Co. LLC Profit Sharing Plan | - | 18 | $1,384,591 | $73,093 | $4,061iApproximate average salary by contribution assumption: employee only about $101,518 at 4% or $67,679 at 6%; with 50% employer match about $67,679 at 4% or $45,119 at 6%; with 100% employer match about $50,759 at 4% or $33,839 at 6%. |
| 2015 | 1 | 17 | $1,267,937 | $297,294 | $17,488iApproximate average salary by contribution assumption: employee only about $437,197 at 4% or $291,465 at 6%; with 50% employer match about $291,465 at 4% or $194,310 at 6%; with 100% employer match about $218,599 at 4% or $145,732 at 6%. |
| Wallace Willmore Cromwell & Co. LLC Profit Sharing Plan | - | 17 | $1,267,937 | $297,294 | $17,488iApproximate average salary by contribution assumption: employee only about $437,197 at 4% or $291,465 at 6%; with 50% employer match about $291,465 at 4% or $194,310 at 6%; with 100% employer match about $218,599 at 4% or $145,732 at 6%. |
| 2014 | 1 | 13 | $1,078,238 | $30,898 | $2,377iApproximate average salary by contribution assumption: employee only about $59,419 at 4% or $39,613 at 6%; with 50% employer match about $39,613 at 4% or $26,409 at 6%; with 100% employer match about $29,710 at 4% or $19,806 at 6%. |
| Wallace Willmore Cromwell & Co. LLC Profit Sharing Plan | - | 13 | $1,078,238 | $30,898 | $2,377iApproximate average salary by contribution assumption: employee only about $59,419 at 4% or $39,613 at 6%; with 50% employer match about $39,613 at 4% or $26,409 at 6%; with 100% employer match about $29,710 at 4% or $19,806 at 6%. |
| 2013 | 1 | 14 | $989,529 | $236,194 | $16,871iApproximate average salary by contribution assumption: employee only about $421,775 at 4% or $281,183 at 6%; with 50% employer match about $281,183 at 4% or $187,456 at 6%; with 100% employer match about $210,888 at 4% or $140,592 at 6%. |
| Wallace Willmore Cromwell & Co. LLC Profit Sharing Plan | - | 14 | $989,529 | $236,194 | $16,871iApproximate average salary by contribution assumption: employee only about $421,775 at 4% or $281,183 at 6%; with 50% employer match about $281,183 at 4% or $187,456 at 6%; with 100% employer match about $210,888 at 4% or $140,592 at 6%. |
| 2012 | 1 | 10 | $619,200 | $17,438 | $1,744iApproximate average salary by contribution assumption: employee only about $43,595 at 4% or $29,063 at 6%; with 50% employer match about $29,063 at 4% or $19,376 at 6%; with 100% employer match about $21,798 at 4% or $14,532 at 6%. |
| Wallace Willmore Cromwell & Co. LLC Profit Sharing Plan | - | 10 | $619,200 | $17,438 | $1,744iApproximate average salary by contribution assumption: employee only about $43,595 at 4% or $29,063 at 6%; with 50% employer match about $29,063 at 4% or $19,376 at 6%; with 100% employer match about $21,798 at 4% or $14,532 at 6%. |
| 2011 | 1 | 10 | $548,842 | $18,519 | $1,852iApproximate average salary by contribution assumption: employee only about $46,298 at 4% or $30,865 at 6%; with 50% employer match about $30,865 at 4% or $20,577 at 6%; with 100% employer match about $23,149 at 4% or $15,433 at 6%. |
| Wallace Willmore Cromwell & Co. LLC Profit Sharing Plan | - | 10 | $548,842 | $18,519 | $1,852iApproximate average salary by contribution assumption: employee only about $46,298 at 4% or $30,865 at 6%; with 50% employer match about $30,865 at 4% or $20,577 at 6%; with 100% employer match about $23,149 at 4% or $15,433 at 6%. |
| 2010 | 1 | 9 | $566,555 | $10,355 | $1,151iApproximate average salary by contribution assumption: employee only about $28,764 at 4% or $19,176 at 6%; with 50% employer match about $19,176 at 4% or $12,784 at 6%; with 100% employer match about $14,382 at 4% or $9,588 at 6%. |
| Wallace Willmore Cromwell & Co. LLC Profit Sharing Plan | - | 9 | $566,555 | $10,355 | $1,151iApproximate average salary by contribution assumption: employee only about $28,764 at 4% or $19,176 at 6%; with 50% employer match about $19,176 at 4% or $12,784 at 6%; with 100% employer match about $14,382 at 4% or $9,588 at 6%. |
| 2009 | 1 | 12 | $528,248 | $13,122 | $1,094iApproximate average salary by contribution assumption: employee only about $27,338 at 4% or $18,225 at 6%; with 50% employer match about $18,225 at 4% or $12,150 at 6%; with 100% employer match about $13,669 at 4% or $9,113 at 6%. |
| Wallace Willmore Cromwell & Co. LLC Profit Sharing Plan | - | 12 | $528,248 | $13,122 | $1,094iApproximate average salary by contribution assumption: employee only about $27,338 at 4% or $18,225 at 6%; with 50% employer match about $18,225 at 4% or $12,150 at 6%; with 100% employer match about $13,669 at 4% or $9,113 at 6%. |
| 2008 | 1 | 11 | $409,601 | $37,905 | $3,446iApproximate average salary by contribution assumption: employee only about $86,148 at 4% or $57,432 at 6%; with 50% employer match about $57,432 at 4% or $38,288 at 6%; with 100% employer match about $43,074 at 4% or $28,716 at 6%. |
| Wallace Willmore Cromwell & Co. LLC Profit Sharing Plan | - | 11 | $409,601 | $37,905 | $3,446iApproximate average salary by contribution assumption: employee only about $86,148 at 4% or $57,432 at 6%; with 50% employer match about $57,432 at 4% or $38,288 at 6%; with 100% employer match about $43,074 at 4% or $28,716 at 6%. |
| 2007 | 1 | 9 | $0 | $0 | - |
| Wallace Willmore Cromwell & Co. LLC Profit Sharing Plan | - | 9 | - | - | - |
| 2006 | 1 | 6 | $570,828 | $170,274 | $28,379iApproximate average salary by contribution assumption: employee only about $709,475 at 4% or $472,983 at 6%; with 50% employer match about $472,983 at 4% or $315,322 at 6%; with 100% employer match about $354,738 at 4% or $236,492 at 6%. |
| Wallace Willmore Cromwell & Co. LLC Profit Sharing Plan | - | 6 | $570,828 | $170,274 | $28,379iApproximate average salary by contribution assumption: employee only about $709,475 at 4% or $472,983 at 6%; with 50% employer match about $472,983 at 4% or $315,322 at 6%; with 100% employer match about $354,738 at 4% or $236,492 at 6%. |
| 2004 | 1 | 5 | $397,637 | $101,210 | $20,242iApproximate average salary by contribution assumption: employee only about $506,050 at 4% or $337,367 at 6%; with 50% employer match about $337,367 at 4% or $224,911 at 6%; with 100% employer match about $253,025 at 4% or $168,683 at 6%. |
| Wallace Willmore Cromwell & Co. LLC Profit Sharing Plan | - | 5 | $397,637 | $101,210 | $20,242iApproximate average salary by contribution assumption: employee only about $506,050 at 4% or $337,367 at 6%; with 50% employer match about $337,367 at 4% or $224,911 at 6%; with 100% employer match about $253,025 at 4% or $168,683 at 6%. |
| 2003 | 1 | 5 | $259,952 | $86,087 | $17,217iApproximate average salary by contribution assumption: employee only about $430,435 at 4% or $286,957 at 6%; with 50% employer match about $286,957 at 4% or $191,304 at 6%; with 100% employer match about $215,218 at 4% or $143,478 at 6%. |
| Wallace Willmore Cromwell & Co. LLC Profit Sharing Plan | - | 5 | $259,952 | $86,087 | $17,217iApproximate average salary by contribution assumption: employee only about $430,435 at 4% or $286,957 at 6%; with 50% employer match about $286,957 at 4% or $191,304 at 6%; with 100% employer match about $215,218 at 4% or $143,478 at 6%. |
| 2002 | 1 | 8 | $127,363 | $13,417 | $1,677iApproximate average salary by contribution assumption: employee only about $41,928 at 4% or $27,952 at 6%; with 50% employer match about $27,952 at 4% or $18,635 at 6%; with 100% employer match about $20,964 at 4% or $13,976 at 6%. |
| Wallace Willmore Cromwell & Co. LLC Profit Sharing Plan | - | 8 | $127,363 | $13,417 | $1,677iApproximate average salary by contribution assumption: employee only about $41,928 at 4% or $27,952 at 6%; with 50% employer match about $27,952 at 4% or $18,635 at 6%; with 100% employer match about $20,964 at 4% or $13,976 at 6%. |
| 2001 | 1 | 7 | $173,322 | $42,991 | $6,142iApproximate average salary by contribution assumption: employee only about $153,539 at 4% or $102,360 at 6%; with 50% employer match about $102,360 at 4% or $68,240 at 6%; with 100% employer match about $76,770 at 4% or $51,180 at 6%. |
| Wallace Willmore Cromwell & Co. LLC Profit Sharing Plan | - | 7 | $173,322 | $42,991 | $6,142iApproximate average salary by contribution assumption: employee only about $153,539 at 4% or $102,360 at 6%; with 50% employer match about $102,360 at 4% or $68,240 at 6%; with 100% employer match about $76,770 at 4% or $51,180 at 6%. |
| 2000 | 1 | 10 | $0 | $0 | - |
| Wallace Willmore Cromwell & Co. LLC Profit Sharing Plan | - | 10 | - | - | - |
| 1999 | 1 | 9 | $214,658 | $138,363 | $15,374iApproximate average salary by contribution assumption: employee only about $384,342 at 4% or $256,228 at 6%; with 50% employer match about $256,228 at 4% or $170,819 at 6%; with 100% employer match about $192,171 at 4% or $128,114 at 6%. |
| Wallace Willmore Cromwell & Co. LLC Profit Sharing Plan | - | 9 | $214,658 | $138,363 | $15,374iApproximate average salary by contribution assumption: employee only about $384,342 at 4% or $256,228 at 6%; with 50% employer match about $256,228 at 4% or $170,819 at 6%; with 100% employer match about $192,171 at 4% or $128,114 at 6%. |