Civic Intelligence

WILSON & WALLER, P.A.

Plan context: Wilson & Waller, P.A. 401K Profit Sharing Plan and Trust

EIN 56-1779434 • Raleigh, NC • 13 filings • 5 plans

4600 Marriott Drive, Suite 400Raleigh, NC 27612
Current Snapshot

Latest Year

2012

2012 Participants

11

2012 Assets

$789,982

2012 Contributions

$93,829

Historical Graphs

Total Assets Over Time

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

$789,982$394,991$0199920062012YearValue
$789,982Latest year 2012

Participants Over Time

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

1790199920052012YearValue
11Latest year 2012

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
2012111$789,982$93,829$8,530iApproximate average salary by contribution assumption: employee only about $213,248 at 4% or $142,165 at 6%; with 50% employer match about $142,165 at 4% or $94,777 at 6%; with 100% employer match about $106,624 at 4% or $71,083 at 6%.
Wilson & Waller, P.A. 401K Profit Sharing Plan and Trust-11$789,982$93,829$8,530iApproximate average salary by contribution assumption: employee only about $213,248 at 4% or $142,165 at 6%; with 50% employer match about $142,165 at 4% or $94,777 at 6%; with 100% employer match about $106,624 at 4% or $71,083 at 6%.
2011114$613,662$91,336$6,524iApproximate average salary by contribution assumption: employee only about $163,100 at 4% or $108,733 at 6%; with 50% employer match about $108,733 at 4% or $72,489 at 6%; with 100% employer match about $81,550 at 4% or $54,367 at 6%.
Wilson & Waller, P.A. 401K Profit Sharing Plan and Trust-14$613,662$91,336$6,524iApproximate average salary by contribution assumption: employee only about $163,100 at 4% or $108,733 at 6%; with 50% employer match about $108,733 at 4% or $72,489 at 6%; with 100% employer match about $81,550 at 4% or $54,367 at 6%.
2009117$512,744$103,026$6,060iApproximate average salary by contribution assumption: employee only about $151,509 at 4% or $101,006 at 6%; with 50% employer match about $101,006 at 4% or $67,337 at 6%; with 100% employer match about $75,754 at 4% or $50,503 at 6%.
Wilson & Waller, P.A. 401K Profit Sharing Plan and Trust-17$512,744$103,026$6,060iApproximate average salary by contribution assumption: employee only about $151,509 at 4% or $101,006 at 6%; with 50% employer match about $101,006 at 4% or $67,337 at 6%; with 100% employer match about $75,754 at 4% or $50,503 at 6%.
2008115$308,049$86,857$5,790iApproximate average salary by contribution assumption: employee only about $144,762 at 4% or $96,508 at 6%; with 50% employer match about $96,508 at 4% or $64,339 at 6%; with 100% employer match about $72,381 at 4% or $48,254 at 6%.
Wilson & Waller, P.A. 401K Profit Sharing Plan and Trust-15$308,049$86,857$5,790iApproximate average salary by contribution assumption: employee only about $144,762 at 4% or $96,508 at 6%; with 50% employer match about $96,508 at 4% or $64,339 at 6%; with 100% employer match about $72,381 at 4% or $48,254 at 6%.
2007113$377,702$97,388$7,491iApproximate average salary by contribution assumption: employee only about $187,285 at 4% or $124,856 at 6%; with 50% employer match about $124,856 at 4% or $83,238 at 6%; with 100% employer match about $93,642 at 4% or $62,428 at 6%.
Wilson & Waller, P.A. 401K Profit Sharing Plan and Trust-13$377,702$97,388$7,491iApproximate average salary by contribution assumption: employee only about $187,285 at 4% or $124,856 at 6%; with 50% employer match about $124,856 at 4% or $83,238 at 6%; with 100% employer match about $93,642 at 4% or $62,428 at 6%.
200619$320,492$74,675$8,297iApproximate average salary by contribution assumption: employee only about $207,431 at 4% or $138,287 at 6%; with 50% employer match about $138,287 at 4% or $92,191 at 6%; with 100% employer match about $103,715 at 4% or $69,144 at 6%.
Wilson & Waller, P.A. 401K Profit Sharing Plan and Trust-9$320,492$74,675$8,297iApproximate average salary by contribution assumption: employee only about $207,431 at 4% or $138,287 at 6%; with 50% employer match about $138,287 at 4% or $92,191 at 6%; with 100% employer match about $103,715 at 4% or $69,144 at 6%.
200519$225,856$28,255$3,139iApproximate average salary by contribution assumption: employee only about $78,486 at 4% or $52,324 at 6%; with 50% employer match about $52,324 at 4% or $34,883 at 6%; with 100% employer match about $39,243 at 4% or $26,162 at 6%.
Wilson & Waller, P.A. 401K Profit Sharing Plan and Trust-9$225,856$28,255$3,139iApproximate average salary by contribution assumption: employee only about $78,486 at 4% or $52,324 at 6%; with 50% employer match about $52,324 at 4% or $34,883 at 6%; with 100% employer match about $39,243 at 4% or $26,162 at 6%.
200416$188,121$18,536$3,089iApproximate average salary by contribution assumption: employee only about $77,233 at 4% or $51,489 at 6%; with 50% employer match about $51,489 at 4% or $34,326 at 6%; with 100% employer match about $38,617 at 4% or $25,744 at 6%.
Wilson & Waller, P.A. 401K Profit Sharing Plan and Trust-6$188,121$18,536$3,089iApproximate average salary by contribution assumption: employee only about $77,233 at 4% or $51,489 at 6%; with 50% employer match about $51,489 at 4% or $34,326 at 6%; with 100% employer match about $38,617 at 4% or $25,744 at 6%.
200315$170,075$9,293$1,859iApproximate average salary by contribution assumption: employee only about $46,465 at 4% or $30,977 at 6%; with 50% employer match about $30,977 at 4% or $20,651 at 6%; with 100% employer match about $23,233 at 4% or $15,488 at 6%.
Wilson & Waller, P.A. 401K Profit Sharing Plan and Trust-5$170,075$9,293$1,859iApproximate average salary by contribution assumption: employee only about $46,465 at 4% or $30,977 at 6%; with 50% employer match about $30,977 at 4% or $20,651 at 6%; with 100% employer match about $23,233 at 4% or $15,488 at 6%.
200213$126,368$1,982$661iApproximate average salary by contribution assumption: employee only about $16,517 at 4% or $11,011 at 6%; with 50% employer match about $11,011 at 4% or $7,341 at 6%; with 100% employer match about $8,258 at 4% or $5,506 at 6%.
Wilson & Waller, P.A. 401K Profit Sharing Plan and Trust-3$126,368$1,982$661iApproximate average salary by contribution assumption: employee only about $16,517 at 4% or $11,011 at 6%; with 50% employer match about $11,011 at 4% or $7,341 at 6%; with 100% employer match about $8,258 at 4% or $5,506 at 6%.
200113$223,032$19,314$6,438iApproximate average salary by contribution assumption: employee only about $160,950 at 4% or $107,300 at 6%; with 50% employer match about $107,300 at 4% or $71,533 at 6%; with 100% employer match about $80,475 at 4% or $53,650 at 6%.
Wilson & Waller, P.A. 401K Profit Sharing Plan and Trust-3$223,032$19,314$6,438iApproximate average salary by contribution assumption: employee only about $160,950 at 4% or $107,300 at 6%; with 50% employer match about $107,300 at 4% or $71,533 at 6%; with 100% employer match about $80,475 at 4% or $53,650 at 6%.
200018$0$0-
Wilson & Waller, P.A. 401K Profit Sharing Plan and Trust-8---
199918$208,352$43,654$5,457iApproximate average salary by contribution assumption: employee only about $136,419 at 4% or $90,946 at 6%; with 50% employer match about $90,946 at 4% or $60,631 at 6%; with 100% employer match about $68,209 at 4% or $45,473 at 6%.
Wilson & Waller, P.A. 401K Profit Sharing Plan and Trust-8$208,352$43,654$5,457iApproximate average salary by contribution assumption: employee only about $136,419 at 4% or $90,946 at 6%; with 50% employer match about $90,946 at 4% or $60,631 at 6%; with 100% employer match about $68,209 at 4% or $45,473 at 6%.