Civic Intelligence

James M. Walter, Jr. Dds, Ms, Pa

Plan context: James Walter Profit Sharing Plan

EIN 56-1928123 • Wintson Salem, NC • 19 filings • 3 plans

3020 Maplewood AvenueWintson Salem, NC 27103
Current Snapshot

Latest Year

2013

2013 Participants

7

2013 Assets

$474,853

2013 Contributions

$65,850

Historical Graphs

Total Assets Over Time

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

$1,747,136$873,568$0199920062013YearValue
$474,853Latest year 2013

Participants Over Time

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

1260199920062013YearValue
7Latest year 2013

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
201317$474,853$65,850$9,407iApproximate average salary by contribution assumption: employee only about $235,179 at 4% or $156,786 at 6%; with 50% employer match about $156,786 at 4% or $104,524 at 6%; with 100% employer match about $117,589 at 4% or $78,393 at 6%.
James Walter Profit Sharing Plan-7$474,853$65,850$9,407iApproximate average salary by contribution assumption: employee only about $235,179 at 4% or $156,786 at 6%; with 50% employer match about $156,786 at 4% or $104,524 at 6%; with 100% employer match about $117,589 at 4% or $78,393 at 6%.
2012112$587,251$130,837$10,903iApproximate average salary by contribution assumption: employee only about $272,577 at 4% or $181,718 at 6%; with 50% employer match about $181,718 at 4% or $121,145 at 6%; with 100% employer match about $136,289 at 4% or $90,859 at 6%.
James Walter Profit Sharing Plan-12$587,251$130,837$10,903iApproximate average salary by contribution assumption: employee only about $272,577 at 4% or $181,718 at 6%; with 50% employer match about $181,718 at 4% or $121,145 at 6%; with 100% employer match about $136,289 at 4% or $90,859 at 6%.
2011112$443,781$172,619$14,385iApproximate average salary by contribution assumption: employee only about $359,623 at 4% or $239,749 at 6%; with 50% employer match about $239,749 at 4% or $159,832 at 6%; with 100% employer match about $179,811 at 4% or $119,874 at 6%.
James Walter Profit Sharing Plan-12$443,781$172,619$14,385iApproximate average salary by contribution assumption: employee only about $359,623 at 4% or $239,749 at 6%; with 50% employer match about $239,749 at 4% or $159,832 at 6%; with 100% employer match about $179,811 at 4% or $119,874 at 6%.
2010110$1,663,687$148,471$14,847iApproximate average salary by contribution assumption: employee only about $371,178 at 4% or $247,452 at 6%; with 50% employer match about $247,452 at 4% or $164,968 at 6%; with 100% employer match about $185,589 at 4% or $123,726 at 6%.
James Walter Profit Sharing Plan-10$1,663,687$148,471$14,847iApproximate average salary by contribution assumption: employee only about $371,178 at 4% or $247,452 at 6%; with 50% employer match about $247,452 at 4% or $164,968 at 6%; with 100% employer match about $185,589 at 4% or $123,726 at 6%.
2009110$1,397,544$96,783$9,678iApproximate average salary by contribution assumption: employee only about $241,957 at 4% or $161,305 at 6%; with 50% employer match about $161,305 at 4% or $107,537 at 6%; with 100% employer match about $120,979 at 4% or $80,653 at 6%.
James Walter Profit Sharing Plan-10$1,397,544$96,783$9,678iApproximate average salary by contribution assumption: employee only about $241,957 at 4% or $161,305 at 6%; with 50% employer match about $161,305 at 4% or $107,537 at 6%; with 100% employer match about $120,979 at 4% or $80,653 at 6%.
200819$1,249,693$139,867$15,541iApproximate average salary by contribution assumption: employee only about $388,519 at 4% or $259,013 at 6%; with 50% employer match about $259,013 at 4% or $172,675 at 6%; with 100% employer match about $194,260 at 4% or $129,506 at 6%.
James Walter Profit Sharing Plan-9$1,249,693$139,867$15,541iApproximate average salary by contribution assumption: employee only about $388,519 at 4% or $259,013 at 6%; with 50% employer match about $259,013 at 4% or $172,675 at 6%; with 100% employer match about $194,260 at 4% or $129,506 at 6%.
200718$1,747,136$132,867$16,608iApproximate average salary by contribution assumption: employee only about $415,209 at 4% or $276,806 at 6%; with 50% employer match about $276,806 at 4% or $184,538 at 6%; with 100% employer match about $207,605 at 4% or $138,403 at 6%.
James Walter Profit Sharing Plan-8$1,747,136$132,867$16,608iApproximate average salary by contribution assumption: employee only about $415,209 at 4% or $276,806 at 6%; with 50% employer match about $276,806 at 4% or $184,538 at 6%; with 100% employer match about $207,605 at 4% or $138,403 at 6%.
200618$1,524,330$128,800$16,100iApproximate average salary by contribution assumption: employee only about $402,500 at 4% or $268,333 at 6%; with 50% employer match about $268,333 at 4% or $178,889 at 6%; with 100% employer match about $201,250 at 4% or $134,167 at 6%.
James Walter Profit Sharing Plan-8$1,524,330$128,800$16,100iApproximate average salary by contribution assumption: employee only about $402,500 at 4% or $268,333 at 6%; with 50% employer match about $268,333 at 4% or $178,889 at 6%; with 100% employer match about $201,250 at 4% or $134,167 at 6%.
200516$1,231,595$118,600$19,767iApproximate average salary by contribution assumption: employee only about $494,167 at 4% or $329,444 at 6%; with 50% employer match about $329,444 at 4% or $219,630 at 6%; with 100% employer match about $247,083 at 4% or $164,722 at 6%.
James Walter Profit Sharing Plan-6$1,231,595$118,600$19,767iApproximate average salary by contribution assumption: employee only about $494,167 at 4% or $329,444 at 6%; with 50% employer match about $329,444 at 4% or $219,630 at 6%; with 100% employer match about $247,083 at 4% or $164,722 at 6%.
200417$1,102,920$111,414$15,916iApproximate average salary by contribution assumption: employee only about $397,907 at 4% or $265,271 at 6%; with 50% employer match about $265,271 at 4% or $176,848 at 6%; with 100% employer match about $198,954 at 4% or $132,636 at 6%.
James Walter Profit Sharing Plan-7$1,102,920$111,414$15,916iApproximate average salary by contribution assumption: employee only about $397,907 at 4% or $265,271 at 6%; with 50% employer match about $265,271 at 4% or $176,848 at 6%; with 100% employer match about $198,954 at 4% or $132,636 at 6%.
200316$936,159$103,572$17,262iApproximate average salary by contribution assumption: employee only about $431,550 at 4% or $287,700 at 6%; with 50% employer match about $287,700 at 4% or $191,800 at 6%; with 100% employer match about $215,775 at 4% or $143,850 at 6%.
James Walter Profit Sharing Plan-6$936,159$103,572$17,262iApproximate average salary by contribution assumption: employee only about $431,550 at 4% or $287,700 at 6%; with 50% employer match about $287,700 at 4% or $191,800 at 6%; with 100% employer match about $215,775 at 4% or $143,850 at 6%.
200225$1,182,413$121,371$24,274iApproximate average salary by contribution assumption: employee only about $606,855 at 4% or $404,570 at 6%; with 50% employer match about $404,570 at 4% or $269,713 at 6%; with 100% employer match about $303,428 at 4% or $202,285 at 6%.
James Walter Profit Sharing Plan-5$1,182,413$121,371$24,274iApproximate average salary by contribution assumption: employee only about $606,855 at 4% or $404,570 at 6%; with 50% employer match about $404,570 at 4% or $269,713 at 6%; with 100% employer match about $303,428 at 4% or $202,285 at 6%.
James Walter Pension Plan-0---
200124$1,265,471$91,017$22,754iApproximate average salary by contribution assumption: employee only about $568,856 at 4% or $379,238 at 6%; with 50% employer match about $379,238 at 4% or $252,825 at 6%; with 100% employer match about $284,428 at 4% or $189,619 at 6%.
James Walter Profit Sharing Plan-4$687,900$58,846$14,712iApproximate average salary by contribution assumption: employee only about $367,788 at 4% or $245,192 at 6%; with 50% employer match about $245,192 at 4% or $163,461 at 6%; with 100% employer match about $183,894 at 4% or $122,596 at 6%.
James Walter Pension Plan-3$577,571$32,171$10,724iApproximate average salary by contribution assumption: employee only about $268,092 at 4% or $178,728 at 6%; with 50% employer match about $178,728 at 4% or $119,152 at 6%; with 100% employer match about $134,046 at 4% or $89,364 at 6%.
200028$1,387,869$67,168$8,396iApproximate average salary by contribution assumption: employee only about $209,900 at 4% or $139,933 at 6%; with 50% employer match about $139,933 at 4% or $93,289 at 6%; with 100% employer match about $104,950 at 4% or $69,967 at 6%.
James Walter Profit Sharing Plan-8$744,908$38,561$4,820iApproximate average salary by contribution assumption: employee only about $120,503 at 4% or $80,335 at 6%; with 50% employer match about $80,335 at 4% or $53,557 at 6%; with 100% employer match about $60,252 at 4% or $40,168 at 6%.
James Walter Pension Plan-8$642,961$28,607$3,576iApproximate average salary by contribution assumption: employee only about $89,397 at 4% or $59,598 at 6%; with 50% employer match about $59,598 at 4% or $39,732 at 6%; with 100% employer match about $44,698 at 4% or $29,799 at 6%.
199927$1,458,782$69,376$9,911iApproximate average salary by contribution assumption: employee only about $247,771 at 4% or $165,181 at 6%; with 50% employer match about $165,181 at 4% or $110,121 at 6%; with 100% employer match about $123,886 at 4% or $82,590 at 6%.
James Walter Profit Sharing Plan-7$780,618$39,883$5,698iApproximate average salary by contribution assumption: employee only about $142,439 at 4% or $94,960 at 6%; with 50% employer match about $94,960 at 4% or $63,306 at 6%; with 100% employer match about $71,220 at 4% or $47,480 at 6%.
James Walter Pension Plan-7$678,164$29,493$4,213iApproximate average salary by contribution assumption: employee only about $105,332 at 4% or $70,221 at 6%; with 50% employer match about $70,221 at 4% or $46,814 at 6%; with 100% employer match about $52,666 at 4% or $35,111 at 6%.