Civic Intelligence

Walters Surgical Associates, P.A.

Plan context: Walters Surgical Associates, P.A. 401(K) Profit Sharing Plan

EIN 56-1318509 • Whiteville, NC • 32 filings • 9 plans

220 Jefferson StreetWhiteville, NC 28472
Current Snapshot

Latest Year

2025

2025 Participants

15

2025 Assets

$4,402,403

2025 Contributions

$122,442

Historical Graphs

Total Assets Over Time

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

$4,402,403$2,201,202$0200020142025YearValue
$4,402,403Latest year 2025

Participants Over Time

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

26130200020132025YearValue
15Latest year 2025

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
2025115$4,402,403$122,442$8,163iApproximate average salary by contribution assumption: employee only about $204,070 at 4% or $136,047 at 6%; with 50% employer match about $136,047 at 4% or $90,698 at 6%; with 100% employer match about $102,035 at 4% or $68,023 at 6%.
Walters Surgical Associates, P.A. 401(K) Profit Sharing Plan-15$4,402,403$122,442$8,163iApproximate average salary by contribution assumption: employee only about $204,070 at 4% or $136,047 at 6%; with 50% employer match about $136,047 at 4% or $90,698 at 6%; with 100% employer match about $102,035 at 4% or $68,023 at 6%.
2024113$3,869,271$96,849$7,450iApproximate average salary by contribution assumption: employee only about $186,248 at 4% or $124,165 at 6%; with 50% employer match about $124,165 at 4% or $82,777 at 6%; with 100% employer match about $93,124 at 4% or $62,083 at 6%.
Walters Surgical Associates, P.A. 401(K) Profit Sharing Plan-13$3,869,271$96,849$7,450iApproximate average salary by contribution assumption: employee only about $186,248 at 4% or $124,165 at 6%; with 50% employer match about $124,165 at 4% or $82,777 at 6%; with 100% employer match about $93,124 at 4% or $62,083 at 6%.
2023113$3,375,274$94,925$7,302iApproximate average salary by contribution assumption: employee only about $182,548 at 4% or $121,699 at 6%; with 50% employer match about $121,699 at 4% or $81,132 at 6%; with 100% employer match about $91,274 at 4% or $60,849 at 6%.
Walters Surgical Associates, P.A. 401(K) Profit Sharing Plan-13$3,375,274$94,925$7,302iApproximate average salary by contribution assumption: employee only about $182,548 at 4% or $121,699 at 6%; with 50% employer match about $121,699 at 4% or $81,132 at 6%; with 100% employer match about $91,274 at 4% or $60,849 at 6%.
2022113$2,951,044$88,443$6,803iApproximate average salary by contribution assumption: employee only about $170,083 at 4% or $113,388 at 6%; with 50% employer match about $113,388 at 4% or $75,592 at 6%; with 100% employer match about $85,041 at 4% or $56,694 at 6%.
Walters Surgical Associates, P.A. 401(K) Profit Sharing Plan-13$2,951,044$88,443$6,803iApproximate average salary by contribution assumption: employee only about $170,083 at 4% or $113,388 at 6%; with 50% employer match about $113,388 at 4% or $75,592 at 6%; with 100% employer match about $85,041 at 4% or $56,694 at 6%.
2021111$3,603,825$114,203$10,382iApproximate average salary by contribution assumption: employee only about $259,552 at 4% or $173,035 at 6%; with 50% employer match about $173,035 at 4% or $115,357 at 6%; with 100% employer match about $129,776 at 4% or $86,517 at 6%.
Walters Surgical Associates, P.A. 401(K) Profit Sharing Plan-11$3,603,825$114,203$10,382iApproximate average salary by contribution assumption: employee only about $259,552 at 4% or $173,035 at 6%; with 50% employer match about $173,035 at 4% or $115,357 at 6%; with 100% employer match about $129,776 at 4% or $86,517 at 6%.
2020117$3,031,285$92,184$5,423iApproximate average salary by contribution assumption: employee only about $135,565 at 4% or $90,376 at 6%; with 50% employer match about $90,376 at 4% or $60,251 at 6%; with 100% employer match about $67,782 at 4% or $45,188 at 6%.
Walters Surgical Associates, P.A. 401(K) Profit Sharing Plan-17$3,031,285$92,184$5,423iApproximate average salary by contribution assumption: employee only about $135,565 at 4% or $90,376 at 6%; with 50% employer match about $90,376 at 4% or $60,251 at 6%; with 100% employer match about $67,782 at 4% or $45,188 at 6%.
2019116$2,695,199$102,853$6,428iApproximate average salary by contribution assumption: employee only about $160,708 at 4% or $107,139 at 6%; with 50% employer match about $107,139 at 4% or $71,426 at 6%; with 100% employer match about $80,354 at 4% or $53,569 at 6%.
Walters Surgical Associates, P.A. 401(K) Profit Sharing Plan-16$2,695,199$102,853$6,428iApproximate average salary by contribution assumption: employee only about $160,708 at 4% or $107,139 at 6%; with 50% employer match about $107,139 at 4% or $71,426 at 6%; with 100% employer match about $80,354 at 4% or $53,569 at 6%.
2018115$2,286,890$100,131$6,675iApproximate average salary by contribution assumption: employee only about $166,885 at 4% or $111,257 at 6%; with 50% employer match about $111,257 at 4% or $74,171 at 6%; with 100% employer match about $83,443 at 4% or $55,628 at 6%.
Walters Surgical Associates, P.A. 401(K) Profit Sharing Plan-15$2,286,890$100,131$6,675iApproximate average salary by contribution assumption: employee only about $166,885 at 4% or $111,257 at 6%; with 50% employer match about $111,257 at 4% or $74,171 at 6%; with 100% employer match about $83,443 at 4% or $55,628 at 6%.
2017114$2,381,751$84,983$6,070iApproximate average salary by contribution assumption: employee only about $151,755 at 4% or $101,170 at 6%; with 50% employer match about $101,170 at 4% or $67,447 at 6%; with 100% employer match about $75,878 at 4% or $50,585 at 6%.
Walters Surgical Associates, P.A. 401(K) Profit Sharing Plan-14$2,381,751$84,983$6,070iApproximate average salary by contribution assumption: employee only about $151,755 at 4% or $101,170 at 6%; with 50% employer match about $101,170 at 4% or $67,447 at 6%; with 100% employer match about $75,878 at 4% or $50,585 at 6%.
2016115$2,092,085$71,595$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%.
Walters Surgical Associates, P.A. 401(K) Profit Sharing Plan-15$2,092,085$71,595$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%.
2015111$1,865,273$76,765$6,979iApproximate average salary by contribution assumption: employee only about $174,466 at 4% or $116,311 at 6%; with 50% employer match about $116,311 at 4% or $77,540 at 6%; with 100% employer match about $87,233 at 4% or $58,155 at 6%.
Walters Surgical Associates, P.A. 401(K) Profit Sharing Plan-11$1,865,273$76,765$6,979iApproximate average salary by contribution assumption: employee only about $174,466 at 4% or $116,311 at 6%; with 50% employer match about $116,311 at 4% or $77,540 at 6%; with 100% employer match about $87,233 at 4% or $58,155 at 6%.
201418$1,822,685$68,032$8,504iApproximate average salary by contribution assumption: employee only about $212,600 at 4% or $141,733 at 6%; with 50% employer match about $141,733 at 4% or $94,489 at 6%; with 100% employer match about $106,300 at 4% or $70,867 at 6%.
Walters Surgical Associates, P.A. 401(K) Profit Sharing Plan-8$1,822,685$68,032$8,504iApproximate average salary by contribution assumption: employee only about $212,600 at 4% or $141,733 at 6%; with 50% employer match about $141,733 at 4% or $94,489 at 6%; with 100% employer match about $106,300 at 4% or $70,867 at 6%.
2013110$1,660,511$71,898$7,190iApproximate average salary by contribution assumption: employee only about $179,745 at 4% or $119,830 at 6%; with 50% employer match about $119,830 at 4% or $79,887 at 6%; with 100% employer match about $89,873 at 4% or $59,915 at 6%.
Walters Surgical Associates, P.A. 401(K) Profit Sharing Plan-10$1,660,511$71,898$7,190iApproximate average salary by contribution assumption: employee only about $179,745 at 4% or $119,830 at 6%; with 50% employer match about $119,830 at 4% or $79,887 at 6%; with 100% employer match about $89,873 at 4% or $59,915 at 6%.
2012113$2,287,683$98,187$7,553iApproximate average salary by contribution assumption: employee only about $188,821 at 4% or $125,881 at 6%; with 50% employer match about $125,881 at 4% or $83,921 at 6%; with 100% employer match about $94,411 at 4% or $62,940 at 6%.
Walters Surgical Associates, P.A. 401(K) Profit Sharing Plan-13$2,287,683$98,187$7,553iApproximate average salary by contribution assumption: employee only about $188,821 at 4% or $125,881 at 6%; with 50% employer match about $125,881 at 4% or $83,921 at 6%; with 100% employer match about $94,411 at 4% or $62,940 at 6%.
2011113$1,950,278$96,885$7,453iApproximate average salary by contribution assumption: employee only about $186,317 at 4% or $124,212 at 6%; with 50% employer match about $124,212 at 4% or $82,808 at 6%; with 100% employer match about $93,159 at 4% or $62,106 at 6%.
Walters Surgical Associates, P.A. 401(K) Profit Sharing Plan-13$1,950,278$96,885$7,453iApproximate average salary by contribution assumption: employee only about $186,317 at 4% or $124,212 at 6%; with 50% employer match about $124,212 at 4% or $82,808 at 6%; with 100% employer match about $93,159 at 4% or $62,106 at 6%.
2010112$1,949,558$101,236$8,436iApproximate average salary by contribution assumption: employee only about $210,908 at 4% or $140,606 at 6%; with 50% employer match about $140,606 at 4% or $93,737 at 6%; with 100% employer match about $105,454 at 4% or $70,303 at 6%.
Walters Surgical Associates, P.A. 401(K) Profit Sharing Plan-12$1,949,558$101,236$8,436iApproximate average salary by contribution assumption: employee only about $210,908 at 4% or $140,606 at 6%; with 50% employer match about $140,606 at 4% or $93,737 at 6%; with 100% employer match about $105,454 at 4% or $70,303 at 6%.
2009126$1,683,236$134,419$5,170iApproximate average salary by contribution assumption: employee only about $129,249 at 4% or $86,166 at 6%; with 50% employer match about $86,166 at 4% or $57,444 at 6%; with 100% employer match about $64,625 at 4% or $43,083 at 6%.
Walters Surgical Associates, P.A. 401(K) Profit Sharing Plan-26$1,683,236$134,419$5,170iApproximate average salary by contribution assumption: employee only about $129,249 at 4% or $86,166 at 6%; with 50% employer match about $86,166 at 4% or $57,444 at 6%; with 100% employer match about $64,625 at 4% or $43,083 at 6%.
200819$1,141,564$87,740$9,749iApproximate average salary by contribution assumption: employee only about $243,722 at 4% or $162,481 at 6%; with 50% employer match about $162,481 at 4% or $108,321 at 6%; with 100% employer match about $121,861 at 4% or $81,241 at 6%.
Walters Surgical Associates, P.A. 401(K) Profit Sharing Plan-9$1,141,564$87,740$9,749iApproximate average salary by contribution assumption: employee only about $243,722 at 4% or $162,481 at 6%; with 50% employer match about $162,481 at 4% or $108,321 at 6%; with 100% employer match about $121,861 at 4% or $81,241 at 6%.
2007111$0$0-
Walters Surgical Associates, P.A. 401(K) Profit Sharing Plan-11---
2006112$1,534,274$162,056$13,505iApproximate average salary by contribution assumption: employee only about $337,617 at 4% or $225,078 at 6%; with 50% employer match about $225,078 at 4% or $150,052 at 6%; with 100% employer match about $168,808 at 4% or $112,539 at 6%.
Walters Surgical Associates, P.A. 401(K) Profit Sharing Plan-12$1,534,274$162,056$13,505iApproximate average salary by contribution assumption: employee only about $337,617 at 4% or $225,078 at 6%; with 50% employer match about $225,078 at 4% or $150,052 at 6%; with 100% employer match about $168,808 at 4% or $112,539 at 6%.
2005212$1,266,772$174,607$14,551iApproximate average salary by contribution assumption: employee only about $363,765 at 4% or $242,510 at 6%; with 50% employer match about $242,510 at 4% or $161,673 at 6%; with 100% employer match about $181,882 at 4% or $121,255 at 6%.
Walters Surgical Associates, P.A. 401(K) Profit Sharing Plan-12$1,266,772$130,955$10,913iApproximate average salary by contribution assumption: employee only about $272,823 at 4% or $181,882 at 6%; with 50% employer match about $181,882 at 4% or $121,255 at 6%; with 100% employer match about $136,411 at 4% or $90,941 at 6%.
WALTERS SURGICAL ASSOCIATES MONEY PURCHASE PENSION PLAN-0-$43,652-
2003213$1,306,709$196,647$15,127iApproximate average salary by contribution assumption: employee only about $378,167 at 4% or $252,112 at 6%; with 50% employer match about $252,112 at 4% or $168,074 at 6%; with 100% employer match about $189,084 at 4% or $126,056 at 6%.
Walters Surgical Associates, P.A. 401(K) Profit Sharing Plan-13$1,024,197$147,485$11,345iApproximate average salary by contribution assumption: employee only about $283,625 at 4% or $189,083 at 6%; with 50% employer match about $189,083 at 4% or $126,056 at 6%; with 100% employer match about $141,813 at 4% or $94,542 at 6%.
WALTERS SURGICAL ASSOCIATES MONEY PURCHASE PENSION-13$282,512$49,162$3,782iApproximate average salary by contribution assumption: employee only about $94,542 at 4% or $63,028 at 6%; with 50% employer match about $63,028 at 4% or $42,019 at 6%; with 100% employer match about $47,271 at 4% or $31,514 at 6%.
2002211$1,185,590$188,544$17,140iApproximate average salary by contribution assumption: employee only about $428,509 at 4% or $285,673 at 6%; with 50% employer match about $285,673 at 4% or $190,448 at 6%; with 100% employer match about $214,255 at 4% or $142,836 at 6%.
Walters Surgical Associates, P.A. 401(K) Profit Sharing Plan-11$938,441$141,408$12,855iApproximate average salary by contribution assumption: employee only about $321,382 at 4% or $214,255 at 6%; with 50% employer match about $214,255 at 4% or $142,836 at 6%; with 100% employer match about $160,691 at 4% or $107,127 at 6%.
WALTERS SURGICAL ASSOCIATES MONEY PURCHASE PENSION-11$247,149$47,136$4,285iApproximate average salary by contribution assumption: employee only about $107,127 at 4% or $71,418 at 6%; with 50% employer match about $71,418 at 4% or $47,612 at 6%; with 100% employer match about $53,564 at 4% or $35,709 at 6%.
2001213$0$0-
Walters Surgical Associates, P.A. 401(K) Profit Sharing Plan-13---
WALTERS SURGICAL ASSOCIATES MONEY PURCHASE PENSION-13---
200047$611,343$20,562$2,937iApproximate average salary by contribution assumption: employee only about $73,436 at 4% or $48,957 at 6%; with 50% employer match about $48,957 at 4% or $32,638 at 6%; with 100% employer match about $36,718 at 4% or $24,479 at 6%.
WALTERS SURGICAL ASSOCIATES PROFIT SHARING PLAN-7$494,742$15,907$2,272iApproximate average salary by contribution assumption: employee only about $56,811 at 4% or $37,874 at 6%; with 50% employer match about $37,874 at 4% or $25,249 at 6%; with 100% employer match about $28,405 at 4% or $18,937 at 6%.
WALTERS SURGICAL ASSOCIATES MONEY PURCHASE PENSION PLAN-7$116,601$4,655$665iApproximate average salary by contribution assumption: employee only about $16,625 at 4% or $11,083 at 6%; with 50% employer match about $11,083 at 4% or $7,389 at 6%; with 100% employer match about $8,313 at 4% or $5,542 at 6%.
Walters Surgical Associates, P.A. 401(K) Profit Sharing Plan-7---
WALTERS SURGICAL ASSOCIATES MONEY PURCHASE PENSION PLAN-7---