Civic Intelligence

Stuart Walston Inc.

Plan context: Stuart Walson Inc. Employees Profit Sharing Plan and Trust

EIN 56-0711401 • Wilson, NC • 23 filings • 6 plans

PO Box 414Wilson, NC 27894-0414
Current Snapshot

Latest Year

2016

2016 Participants

1

2016 Assets

$688,096

2016 Contributions

$41,553

Historical Graphs

Total Assets Over Time

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

$1,164,913$582,457$0199920072015YearValue
$688,096Latest year 2015

Participants Over Time

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

1470199920072015YearValue
1Latest year 2015

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
201610$0$0-
Stuart Walson Inc. Employees Profit Sharing Plan and Trust-0$0--
201511$688,096$0-
Stuart Walson Inc. Employees Profit Sharing Plan and Trust-1$688,096--
201411$699,206$0-
Stuart Walson Inc. Employees Profit Sharing Plan and Trust-1$699,206--
201318$1,164,913$0-
Stuart Walson Inc. Employees Profit Sharing Plan and Trust-8$1,164,913--
201218$1,116,308$0-
Stuart Walson Inc. Employees Profit Sharing Plan and Trust-8$1,116,308--
201118$1,019,321$0-
Stuart Walson Inc. Employees Profit Sharing Plan and Trust-8$1,019,321--
201019$1,058,135$0-
Stuart Walson Inc. Employees Profit Sharing Plan and Trust-9$1,058,135--
200919$993,669$0-
Stuart Walson Inc. Employees Profit Sharing Plan and Trust-9$993,669--
2008114$753,363$41,553$2,968iApproximate average salary by contribution assumption: employee only about $74,202 at 4% or $49,468 at 6%; with 50% employer match about $49,468 at 4% or $32,979 at 6%; with 100% employer match about $37,101 at 4% or $24,734 at 6%.
Stuart Walson Inc. Employees Profit Sharing Plan and Trust-14$753,363$41,553$2,968iApproximate average salary by contribution assumption: employee only about $74,202 at 4% or $49,468 at 6%; with 50% employer match about $49,468 at 4% or $32,979 at 6%; with 100% employer match about $37,101 at 4% or $24,734 at 6%.
2007114$974,477$149,182$10,656iApproximate average salary by contribution assumption: employee only about $266,396 at 4% or $177,598 at 6%; with 50% employer match about $177,598 at 4% or $118,398 at 6%; with 100% employer match about $133,198 at 4% or $88,799 at 6%.
Stuart Walson Inc. Employees Profit Sharing Plan and Trust-14$974,477$149,182$10,656iApproximate average salary by contribution assumption: employee only about $266,396 at 4% or $177,598 at 6%; with 50% employer match about $177,598 at 4% or $118,398 at 6%; with 100% employer match about $133,198 at 4% or $88,799 at 6%.
2006112$826,170$122,213$10,184iApproximate average salary by contribution assumption: employee only about $254,610 at 4% or $169,740 at 6%; with 50% employer match about $169,740 at 4% or $113,160 at 6%; with 100% employer match about $127,305 at 4% or $84,870 at 6%.
Stuart Walson Inc. Employees Profit Sharing Plan and Trust-12$826,170$122,213$10,184iApproximate average salary by contribution assumption: employee only about $254,610 at 4% or $169,740 at 6%; with 50% employer match about $169,740 at 4% or $113,160 at 6%; with 100% employer match about $127,305 at 4% or $84,870 at 6%.
200517$613,371$93,503$13,358iApproximate average salary by contribution assumption: employee only about $333,939 at 4% or $222,626 at 6%; with 50% employer match about $222,626 at 4% or $148,417 at 6%; with 100% employer match about $166,970 at 4% or $111,313 at 6%.
Stuart Walson Inc. Employees Profit Sharing Plan and Trust-7$613,371$93,503$13,358iApproximate average salary by contribution assumption: employee only about $333,939 at 4% or $222,626 at 6%; with 50% employer match about $222,626 at 4% or $148,417 at 6%; with 100% employer match about $166,970 at 4% or $111,313 at 6%.
200418$455,314$82,751$10,344iApproximate average salary by contribution assumption: employee only about $258,597 at 4% or $172,398 at 6%; with 50% employer match about $172,398 at 4% or $114,932 at 6%; with 100% employer match about $129,298 at 4% or $86,199 at 6%.
Stuart Walson Inc. Employees Profit Sharing Plan and Trust-8$455,314$82,751$10,344iApproximate average salary by contribution assumption: employee only about $258,597 at 4% or $172,398 at 6%; with 50% employer match about $172,398 at 4% or $114,932 at 6%; with 100% employer match about $129,298 at 4% or $86,199 at 6%.
200328$404,514$70,776$8,847iApproximate average salary by contribution assumption: employee only about $221,175 at 4% or $147,450 at 6%; with 50% employer match about $147,450 at 4% or $98,300 at 6%; with 100% employer match about $110,588 at 4% or $73,725 at 6%.
Stuart Walson Inc. Employees Profit Sharing Plan and Trust-8$404,514$70,776$8,847iApproximate average salary by contribution assumption: employee only about $221,175 at 4% or $147,450 at 6%; with 50% employer match about $147,450 at 4% or $98,300 at 6%; with 100% employer match about $110,588 at 4% or $73,725 at 6%.
Stuart Walston Inc Employees Money Purchase Pension Plan and Trust-0---
200228$308,085$74,249$9,281iApproximate average salary by contribution assumption: employee only about $232,028 at 4% or $154,685 at 6%; with 50% employer match about $154,685 at 4% or $103,124 at 6%; with 100% employer match about $116,014 at 4% or $77,343 at 6%.
Stuart Walson Inc. Employees Profit Sharing Plan and Trust-8$217,383$37,843$4,730iApproximate average salary by contribution assumption: employee only about $118,259 at 4% or $78,840 at 6%; with 50% employer match about $78,840 at 4% or $52,560 at 6%; with 100% employer match about $59,130 at 4% or $39,420 at 6%.
Stuart Walston Inc Employees Money Purchase Pension Plan and Trust-8$90,702$36,406$4,551iApproximate average salary by contribution assumption: employee only about $113,769 at 4% or $75,846 at 6%; with 50% employer match about $75,846 at 4% or $50,564 at 6%; with 100% employer match about $56,884 at 4% or $37,923 at 6%.
200128$284,675$9,499$1,187iApproximate average salary by contribution assumption: employee only about $29,684 at 4% or $19,790 at 6%; with 50% employer match about $19,790 at 4% or $13,193 at 6%; with 100% employer match about $14,842 at 4% or $9,895 at 6%.
Stuart Walson Inc. Employees Profit Sharing Plan and Trust-8$218,575--
Stuart Walston Inc Employees Money Purchase Pension Plan and Trust-8$66,100$9,499$1,187iApproximate average salary by contribution assumption: employee only about $29,684 at 4% or $19,790 at 6%; with 50% employer match about $19,790 at 4% or $13,193 at 6%; with 100% employer match about $14,842 at 4% or $9,895 at 6%.
200029$261,543$29,217$3,246iApproximate average salary by contribution assumption: employee only about $81,158 at 4% or $54,106 at 6%; with 50% employer match about $54,106 at 4% or $36,070 at 6%; with 100% employer match about $40,579 at 4% or $27,053 at 6%.
Stuart Walson Inc. Employees Profit Sharing Plan and Trust-9$261,543$29,217$3,246iApproximate average salary by contribution assumption: employee only about $81,158 at 4% or $54,106 at 6%; with 50% employer match about $54,106 at 4% or $36,070 at 6%; with 100% employer match about $40,579 at 4% or $27,053 at 6%.
Stuart Walston Inc Employees Money Purchase Pension Plan and Trust-9---
1999210$310,192$59,840$5,984iApproximate average salary by contribution assumption: employee only about $149,600 at 4% or $99,733 at 6%; with 50% employer match about $99,733 at 4% or $66,489 at 6%; with 100% employer match about $74,800 at 4% or $49,867 at 6%.
Stuart Walson Inc. Employees Profit Sharing Plan and Trust-10$252,817$26,306$2,631iApproximate average salary by contribution assumption: employee only about $65,765 at 4% or $43,843 at 6%; with 50% employer match about $43,843 at 4% or $29,229 at 6%; with 100% employer match about $32,883 at 4% or $21,922 at 6%.
Stuart Walston Inc Employees Money Purchase Pension Plan and Trust-10$57,375$33,534$3,353iApproximate average salary by contribution assumption: employee only about $83,835 at 4% or $55,890 at 6%; with 50% employer match about $55,890 at 4% or $37,260 at 6%; with 100% employer match about $41,918 at 4% or $27,945 at 6%.