Civic Intelligence

Warren, Kerr, Walston, Taylor & Smith LLP

Plan context: Warren, Kerr, Walston, Taylor & Smith LLP Retirement Plan

EIN 56-0565160 • Goldsboro, NC • 25 filings • 6 plans

117 Ormond AvenueGoldsboro, NC 27530
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$1,452,132

2024 Contributions

$65,350

Historical Graphs

Total Assets Over Time

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

$2,156,131$1,078,066$0200020142024YearValue
$1,452,132Latest year 2024

Participants Over Time

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

950200020122024YearValue
4Latest 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
202414$1,452,132$65,350$16,338iApproximate average salary by contribution assumption: employee only about $408,438 at 4% or $272,292 at 6%; with 50% employer match about $272,292 at 4% or $181,528 at 6%; with 100% employer match about $204,219 at 4% or $136,146 at 6%.
Warren, Kerr, Walston, Taylor & Smith LLP Retirement Plan-4$1,452,132$65,350$16,338iApproximate average salary by contribution assumption: employee only about $408,438 at 4% or $272,292 at 6%; with 50% employer match about $272,292 at 4% or $181,528 at 6%; with 100% employer match about $204,219 at 4% or $136,146 at 6%.
202313$1,211,552$10,651$3,550iApproximate average salary by contribution assumption: employee only about $88,758 at 4% or $59,172 at 6%; with 50% employer match about $59,172 at 4% or $39,448 at 6%; with 100% employer match about $44,379 at 4% or $29,586 at 6%.
Warren, Kerr, Walston, Taylor & Smith LLP Retirement Plan-3$1,211,552$10,651$3,550iApproximate average salary by contribution assumption: employee only about $88,758 at 4% or $59,172 at 6%; with 50% employer match about $59,172 at 4% or $39,448 at 6%; with 100% employer match about $44,379 at 4% or $29,586 at 6%.
202215$1,733,488$0-
Warren, Kerr, Walston, Taylor & Smith LLP Retirement Plan-5$1,733,488--
202114$2,156,131$79,479$19,870iApproximate average salary by contribution assumption: employee only about $496,744 at 4% or $331,163 at 6%; with 50% employer match about $331,163 at 4% or $220,775 at 6%; with 100% employer match about $248,372 at 4% or $165,581 at 6%.
Warren, Kerr, Walston, Taylor & Smith LLP Retirement Plan-4$2,156,131$79,479$19,870iApproximate average salary by contribution assumption: employee only about $496,744 at 4% or $331,163 at 6%; with 50% employer match about $331,163 at 4% or $220,775 at 6%; with 100% employer match about $248,372 at 4% or $165,581 at 6%.
202016$1,972,789$159,481$26,580iApproximate average salary by contribution assumption: employee only about $664,504 at 4% or $443,003 at 6%; with 50% employer match about $443,003 at 4% or $295,335 at 6%; with 100% employer match about $332,252 at 4% or $221,501 at 6%.
Warren, Kerr, Walston, Taylor & Smith LLP Retirement Plan-6$1,972,789$159,481$26,580iApproximate average salary by contribution assumption: employee only about $664,504 at 4% or $443,003 at 6%; with 50% employer match about $443,003 at 4% or $295,335 at 6%; with 100% employer match about $332,252 at 4% or $221,501 at 6%.
201915$1,673,858$65,300$13,060iApproximate average salary by contribution assumption: employee only about $326,500 at 4% or $217,667 at 6%; with 50% employer match about $217,667 at 4% or $145,111 at 6%; with 100% employer match about $163,250 at 4% or $108,833 at 6%.
Warren, Kerr, Walston, Taylor & Smith LLP Retirement Plan-5$1,673,858$65,300$13,060iApproximate average salary by contribution assumption: employee only about $326,500 at 4% or $217,667 at 6%; with 50% employer match about $217,667 at 4% or $145,111 at 6%; with 100% employer match about $163,250 at 4% or $108,833 at 6%.
201815$1,351,824$134,209$26,842iApproximate average salary by contribution assumption: employee only about $671,045 at 4% or $447,363 at 6%; with 50% employer match about $447,363 at 4% or $298,242 at 6%; with 100% employer match about $335,523 at 4% or $223,682 at 6%.
Warren, Kerr, Walston, Taylor & Smith LLP Retirement Plan-5$1,351,824$134,209$26,842iApproximate average salary by contribution assumption: employee only about $671,045 at 4% or $447,363 at 6%; with 50% employer match about $447,363 at 4% or $298,242 at 6%; with 100% employer match about $335,523 at 4% or $223,682 at 6%.
201716$1,334,270$56,947$9,491iApproximate average salary by contribution assumption: employee only about $237,279 at 4% or $158,186 at 6%; with 50% employer match about $158,186 at 4% or $105,457 at 6%; with 100% employer match about $118,640 at 4% or $79,093 at 6%.
Warren, Kerr, Walston, Taylor & Smith LLP Retirement Plan-6$1,334,270$56,947$9,491iApproximate average salary by contribution assumption: employee only about $237,279 at 4% or $158,186 at 6%; with 50% employer match about $158,186 at 4% or $105,457 at 6%; with 100% employer match about $118,640 at 4% or $79,093 at 6%.
201616$1,135,103$63,311$10,552iApproximate average salary by contribution assumption: employee only about $263,796 at 4% or $175,864 at 6%; with 50% employer match about $175,864 at 4% or $117,243 at 6%; with 100% employer match about $131,898 at 4% or $87,932 at 6%.
Warren, Kerr, Walston, Taylor & Smith LLP Retirement Plan-6$1,135,103$63,311$10,552iApproximate average salary by contribution assumption: employee only about $263,796 at 4% or $175,864 at 6%; with 50% employer match about $175,864 at 4% or $117,243 at 6%; with 100% employer match about $131,898 at 4% or $87,932 at 6%.
201517$997,096$68,465$9,781iApproximate average salary by contribution assumption: employee only about $244,518 at 4% or $163,012 at 6%; with 50% employer match about $163,012 at 4% or $108,675 at 6%; with 100% employer match about $122,259 at 4% or $81,506 at 6%.
Warren, Kerr, Walston, Taylor & Smith LLP Retirement Plan-7$997,096$68,465$9,781iApproximate average salary by contribution assumption: employee only about $244,518 at 4% or $163,012 at 6%; with 50% employer match about $163,012 at 4% or $108,675 at 6%; with 100% employer match about $122,259 at 4% or $81,506 at 6%.
201416$955,959$59,832$9,972iApproximate average salary by contribution assumption: employee only about $249,300 at 4% or $166,200 at 6%; with 50% employer match about $166,200 at 4% or $110,800 at 6%; with 100% employer match about $124,650 at 4% or $83,100 at 6%.
Warren, Kerr, Walston, Taylor & Smith LLP Retirement Plan-6$955,959$59,832$9,972iApproximate average salary by contribution assumption: employee only about $249,300 at 4% or $166,200 at 6%; with 50% employer match about $166,200 at 4% or $110,800 at 6%; with 100% employer match about $124,650 at 4% or $83,100 at 6%.
201316$916,282$52,766$8,794iApproximate average salary by contribution assumption: employee only about $219,858 at 4% or $146,572 at 6%; with 50% employer match about $146,572 at 4% or $97,715 at 6%; with 100% employer match about $109,929 at 4% or $73,286 at 6%.
Warren, Kerr, Walston, Taylor & Smith LLP Retirement Plan-6$916,282$52,766$8,794iApproximate average salary by contribution assumption: employee only about $219,858 at 4% or $146,572 at 6%; with 50% employer match about $146,572 at 4% or $97,715 at 6%; with 100% employer match about $109,929 at 4% or $73,286 at 6%.
201216$784,038$47,784$7,964iApproximate average salary by contribution assumption: employee only about $199,100 at 4% or $132,733 at 6%; with 50% employer match about $132,733 at 4% or $88,489 at 6%; with 100% employer match about $99,550 at 4% or $66,367 at 6%.
Warren, Kerr, Walston, Taylor & Smith LLP Retirement Plan-6$784,038$47,784$7,964iApproximate average salary by contribution assumption: employee only about $199,100 at 4% or $132,733 at 6%; with 50% employer match about $132,733 at 4% or $88,489 at 6%; with 100% employer match about $99,550 at 4% or $66,367 at 6%.
201117$714,112$45,137$6,448iApproximate average salary by contribution assumption: employee only about $161,204 at 4% or $107,469 at 6%; with 50% employer match about $107,469 at 4% or $71,646 at 6%; with 100% employer match about $80,602 at 4% or $53,735 at 6%.
Warren, Kerr, Walston, Taylor & Smith LLP Retirement Plan-7$714,112$45,137$6,448iApproximate average salary by contribution assumption: employee only about $161,204 at 4% or $107,469 at 6%; with 50% employer match about $107,469 at 4% or $71,646 at 6%; with 100% employer match about $80,602 at 4% or $53,735 at 6%.
201017$709,226$52,020$7,431iApproximate average salary by contribution assumption: employee only about $185,786 at 4% or $123,857 at 6%; with 50% employer match about $123,857 at 4% or $82,571 at 6%; with 100% employer match about $92,893 at 4% or $61,929 at 6%.
Warren, Kerr, Walston, Taylor & Smith LLP Retirement Plan-7$709,226$52,020$7,431iApproximate average salary by contribution assumption: employee only about $185,786 at 4% or $123,857 at 6%; with 50% employer match about $123,857 at 4% or $82,571 at 6%; with 100% employer match about $92,893 at 4% or $61,929 at 6%.
200917$609,211$48,020$6,860iApproximate average salary by contribution assumption: employee only about $171,500 at 4% or $114,333 at 6%; with 50% employer match about $114,333 at 4% or $76,222 at 6%; with 100% employer match about $85,750 at 4% or $57,167 at 6%.
Warren, Kerr, Walston, Taylor & Smith LLP Retirement Plan-7$609,211$48,020$6,860iApproximate average salary by contribution assumption: employee only about $171,500 at 4% or $114,333 at 6%; with 50% employer match about $114,333 at 4% or $76,222 at 6%; with 100% employer match about $85,750 at 4% or $57,167 at 6%.
200818$0$0-
Warren, Kerr, Walston, Taylor & Smith LLP Retirement Plan-8---
200717$0$0-
Warren, Kerr, Walston, Taylor & Smith LLP Retirement Plan-7---
200617$679,109$53,903$7,700iApproximate average salary by contribution assumption: employee only about $192,511 at 4% or $128,340 at 6%; with 50% employer match about $128,340 at 4% or $85,560 at 6%; with 100% employer match about $96,255 at 4% or $64,170 at 6%.
Warren, Kerr, Walston, Taylor & Smith LLP Retirement Plan-7$679,109$53,903$7,700iApproximate average salary by contribution assumption: employee only about $192,511 at 4% or $128,340 at 6%; with 50% employer match about $128,340 at 4% or $85,560 at 6%; with 100% employer match about $96,255 at 4% or $64,170 at 6%.
200517$606,850$40,252$5,750iApproximate average salary by contribution assumption: employee only about $143,757 at 4% or $95,838 at 6%; with 50% employer match about $95,838 at 4% or $63,892 at 6%; with 100% employer match about $71,879 at 4% or $47,919 at 6%.
Warren, Kerr, Walston, Taylor & Smith LLP Retirement Plan-7$606,850$40,252$5,750iApproximate average salary by contribution assumption: employee only about $143,757 at 4% or $95,838 at 6%; with 50% employer match about $95,838 at 4% or $63,892 at 6%; with 100% employer match about $71,879 at 4% or $47,919 at 6%.
200418$530,396$38,148$4,769iApproximate average salary by contribution assumption: employee only about $119,213 at 4% or $79,475 at 6%; with 50% employer match about $79,475 at 4% or $52,983 at 6%; with 100% employer match about $59,606 at 4% or $39,738 at 6%.
Warren, Kerr, Walston, Taylor & Smith LLP Retirement Plan-8$530,396$38,148$4,769iApproximate average salary by contribution assumption: employee only about $119,213 at 4% or $79,475 at 6%; with 50% employer match about $79,475 at 4% or $52,983 at 6%; with 100% employer match about $59,606 at 4% or $39,738 at 6%.
200317$494,280$41,471$5,924iApproximate average salary by contribution assumption: employee only about $148,111 at 4% or $98,740 at 6%; with 50% employer match about $98,740 at 4% or $65,827 at 6%; with 100% employer match about $74,055 at 4% or $49,370 at 6%.
Warren, Kerr, Walston, Taylor & Smith LLP Retirement Plan-7$494,280$41,471$5,924iApproximate average salary by contribution assumption: employee only about $148,111 at 4% or $98,740 at 6%; with 50% employer match about $98,740 at 4% or $65,827 at 6%; with 100% employer match about $74,055 at 4% or $49,370 at 6%.
200216$388,932$36,718$6,120iApproximate average salary by contribution assumption: employee only about $152,992 at 4% or $101,994 at 6%; with 50% employer match about $101,994 at 4% or $67,996 at 6%; with 100% employer match about $76,496 at 4% or $50,997 at 6%.
Warren, Kerr, Walston, Taylor & Smith LLP Retirement Plan-6$388,932$36,718$6,120iApproximate average salary by contribution assumption: employee only about $152,992 at 4% or $101,994 at 6%; with 50% employer match about $101,994 at 4% or $67,996 at 6%; with 100% employer match about $76,496 at 4% or $50,997 at 6%.
200119$0$0-
Warren, Kerr, Walston, Taylor & Smith LLP Retirement Plan-9---
200019$1,399,170$35,622$3,958iApproximate average salary by contribution assumption: employee only about $98,950 at 4% or $65,967 at 6%; with 50% employer match about $65,967 at 4% or $43,978 at 6%; with 100% employer match about $49,475 at 4% or $32,983 at 6%.
Warren, Kerr, Walston, Taylor & Smith LLP Retirement Plan-9$1,399,170$35,622$3,958iApproximate average salary by contribution assumption: employee only about $98,950 at 4% or $65,967 at 6%; with 50% employer match about $65,967 at 4% or $43,978 at 6%; with 100% employer match about $49,475 at 4% or $32,983 at 6%.