Civic Intelligence

Wallis & Morton, P.A.

Plan context: Wallis & Morton, P.A. Profit Sharing Plan

EIN 56-1949740 • Raleigh, NC • 24 filings • 4 plans

North Raleigh Law Group2900 Spring Forest Rd 103ARaleigh, NC 27616
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$851,397

2024 Contributions

$37,851

Historical Graphs

Total Assets Over Time

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

$851,397$425,699$0199920132024YearValue
$851,397Latest year 2024

Participants Over Time

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

630199920132024YearValue
2Latest 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
202412$851,397$37,851$18,926iApproximate average salary by contribution assumption: employee only about $473,138 at 4% or $315,425 at 6%; with 50% employer match about $315,425 at 4% or $210,283 at 6%; with 100% employer match about $236,569 at 4% or $157,713 at 6%.
Wallis & Morton, P.A. Profit Sharing Plan-2$851,397$37,851$18,926iApproximate average salary by contribution assumption: employee only about $473,138 at 4% or $315,425 at 6%; with 50% employer match about $315,425 at 4% or $210,283 at 6%; with 100% employer match about $236,569 at 4% or $157,713 at 6%.
202312$741,760$40,987$20,494iApproximate average salary by contribution assumption: employee only about $512,338 at 4% or $341,558 at 6%; with 50% employer match about $341,558 at 4% or $227,706 at 6%; with 100% employer match about $256,169 at 4% or $170,779 at 6%.
Wallis & Morton, P.A. Profit Sharing Plan-2$741,760$40,987$20,494iApproximate average salary by contribution assumption: employee only about $512,338 at 4% or $341,558 at 6%; with 50% employer match about $341,558 at 4% or $227,706 at 6%; with 100% employer match about $256,169 at 4% or $170,779 at 6%.
202212$624,103$41,468$20,734iApproximate average salary by contribution assumption: employee only about $518,350 at 4% or $345,567 at 6%; with 50% employer match about $345,567 at 4% or $230,378 at 6%; with 100% employer match about $259,175 at 4% or $172,783 at 6%.
Wallis & Morton, P.A. Profit Sharing Plan-2$624,103$41,468$20,734iApproximate average salary by contribution assumption: employee only about $518,350 at 4% or $345,567 at 6%; with 50% employer match about $345,567 at 4% or $230,378 at 6%; with 100% employer match about $259,175 at 4% or $172,783 at 6%.
202112$669,460$32,029$16,015iApproximate average salary by contribution assumption: employee only about $400,363 at 4% or $266,908 at 6%; with 50% employer match about $266,908 at 4% or $177,939 at 6%; with 100% employer match about $200,181 at 4% or $133,454 at 6%.
Wallis & Morton, P.A. Profit Sharing Plan-2$669,460$32,029$16,015iApproximate average salary by contribution assumption: employee only about $400,363 at 4% or $266,908 at 6%; with 50% employer match about $266,908 at 4% or $177,939 at 6%; with 100% employer match about $200,181 at 4% or $133,454 at 6%.
202012$549,176$29,264$14,632iApproximate average salary by contribution assumption: employee only about $365,800 at 4% or $243,867 at 6%; with 50% employer match about $243,867 at 4% or $162,578 at 6%; with 100% employer match about $182,900 at 4% or $121,933 at 6%.
Wallis & Morton, P.A. Profit Sharing Plan-2$549,176$29,264$14,632iApproximate average salary by contribution assumption: employee only about $365,800 at 4% or $243,867 at 6%; with 50% employer match about $243,867 at 4% or $162,578 at 6%; with 100% employer match about $182,900 at 4% or $121,933 at 6%.
201912$489,775$31,633$15,817iApproximate average salary by contribution assumption: employee only about $395,413 at 4% or $263,608 at 6%; with 50% employer match about $263,608 at 4% or $175,739 at 6%; with 100% employer match about $197,706 at 4% or $131,804 at 6%.
Wallis & Morton, P.A. Profit Sharing Plan-2$489,775$31,633$15,817iApproximate average salary by contribution assumption: employee only about $395,413 at 4% or $263,608 at 6%; with 50% employer match about $263,608 at 4% or $175,739 at 6%; with 100% employer match about $197,706 at 4% or $131,804 at 6%.
201812$355,099$24,393$12,197iApproximate average salary by contribution assumption: employee only about $304,913 at 4% or $203,275 at 6%; with 50% employer match about $203,275 at 4% or $135,517 at 6%; with 100% employer match about $152,456 at 4% or $101,638 at 6%.
Wallis & Morton, P.A. Profit Sharing Plan-2$355,099$24,393$12,197iApproximate average salary by contribution assumption: employee only about $304,913 at 4% or $203,275 at 6%; with 50% employer match about $203,275 at 4% or $135,517 at 6%; with 100% employer match about $152,456 at 4% or $101,638 at 6%.
201712$358,009$14,324$7,162iApproximate average salary by contribution assumption: employee only about $179,050 at 4% or $119,367 at 6%; with 50% employer match about $119,367 at 4% or $79,578 at 6%; with 100% employer match about $89,525 at 4% or $59,683 at 6%.
Wallis & Morton, P.A. Profit Sharing Plan-2$358,009$14,324$7,162iApproximate average salary by contribution assumption: employee only about $179,050 at 4% or $119,367 at 6%; with 50% employer match about $119,367 at 4% or $79,578 at 6%; with 100% employer match about $89,525 at 4% or $59,683 at 6%.
201612$306,657$1,219$610iApproximate average salary by contribution assumption: employee only about $15,238 at 4% or $10,158 at 6%; with 50% employer match about $10,158 at 4% or $6,772 at 6%; with 100% employer match about $7,619 at 4% or $5,079 at 6%.
Wallis & Morton, P.A. Profit Sharing Plan-2$306,657$1,219$610iApproximate average salary by contribution assumption: employee only about $15,238 at 4% or $10,158 at 6%; with 50% employer match about $10,158 at 4% or $6,772 at 6%; with 100% employer match about $7,619 at 4% or $5,079 at 6%.
201512$263,204$1,002$501iApproximate average salary by contribution assumption: employee only about $12,525 at 4% or $8,350 at 6%; with 50% employer match about $8,350 at 4% or $5,567 at 6%; with 100% employer match about $6,263 at 4% or $4,175 at 6%.
Wallis & Morton, P.A. Profit Sharing Plan-2$263,204$1,002$501iApproximate average salary by contribution assumption: employee only about $12,525 at 4% or $8,350 at 6%; with 50% employer match about $8,350 at 4% or $5,567 at 6%; with 100% employer match about $6,263 at 4% or $4,175 at 6%.
201413$328,711$6,053$2,018iApproximate average salary by contribution assumption: employee only about $50,442 at 4% or $33,628 at 6%; with 50% employer match about $33,628 at 4% or $22,419 at 6%; with 100% employer match about $25,221 at 4% or $16,814 at 6%.
Wallis & Morton, P.A. Profit Sharing Plan-3$328,711$6,053$2,018iApproximate average salary by contribution assumption: employee only about $50,442 at 4% or $33,628 at 6%; with 50% employer match about $33,628 at 4% or $22,419 at 6%; with 100% employer match about $25,221 at 4% or $16,814 at 6%.
201312$314,294$21,002$10,501iApproximate average salary by contribution assumption: employee only about $262,525 at 4% or $175,017 at 6%; with 50% employer match about $175,017 at 4% or $116,678 at 6%; with 100% employer match about $131,263 at 4% or $87,508 at 6%.
Wallis & Morton, P.A. Profit Sharing Plan-2$314,294$21,002$10,501iApproximate average salary by contribution assumption: employee only about $262,525 at 4% or $175,017 at 6%; with 50% employer match about $175,017 at 4% or $116,678 at 6%; with 100% employer match about $131,263 at 4% or $87,508 at 6%.
201213$276,955$17,513$5,838iApproximate average salary by contribution assumption: employee only about $145,942 at 4% or $97,294 at 6%; with 50% employer match about $97,294 at 4% or $64,863 at 6%; with 100% employer match about $72,971 at 4% or $48,647 at 6%.
Wallis & Morton, P.A. Profit Sharing Plan-3$276,955$17,513$5,838iApproximate average salary by contribution assumption: employee only about $145,942 at 4% or $97,294 at 6%; with 50% employer match about $97,294 at 4% or $64,863 at 6%; with 100% employer match about $72,971 at 4% or $48,647 at 6%.
201113$238,807$33,651$11,217iApproximate average salary by contribution assumption: employee only about $280,425 at 4% or $186,950 at 6%; with 50% employer match about $186,950 at 4% or $124,633 at 6%; with 100% employer match about $140,213 at 4% or $93,475 at 6%.
Wallis & Morton, P.A. Profit Sharing Plan-3$238,807$33,651$11,217iApproximate average salary by contribution assumption: employee only about $280,425 at 4% or $186,950 at 6%; with 50% employer match about $186,950 at 4% or $124,633 at 6%; with 100% employer match about $140,213 at 4% or $93,475 at 6%.
201014$210,249$33,705$8,426iApproximate average salary by contribution assumption: employee only about $210,656 at 4% or $140,438 at 6%; with 50% employer match about $140,438 at 4% or $93,625 at 6%; with 100% employer match about $105,328 at 4% or $70,219 at 6%.
Wallis & Morton, P.A. Profit Sharing Plan-4$210,249$33,705$8,426iApproximate average salary by contribution assumption: employee only about $210,656 at 4% or $140,438 at 6%; with 50% employer match about $140,438 at 4% or $93,625 at 6%; with 100% employer match about $105,328 at 4% or $70,219 at 6%.
200914$151,033$23,941$5,985iApproximate average salary by contribution assumption: employee only about $149,631 at 4% or $99,754 at 6%; with 50% employer match about $99,754 at 4% or $66,503 at 6%; with 100% employer match about $74,816 at 4% or $49,877 at 6%.
Wallis & Morton, P.A. Profit Sharing Plan-4$151,033$23,941$5,985iApproximate average salary by contribution assumption: employee only about $149,631 at 4% or $99,754 at 6%; with 50% employer match about $99,754 at 4% or $66,503 at 6%; with 100% employer match about $74,816 at 4% or $49,877 at 6%.
200814$105,068$9,098$2,275iApproximate average salary by contribution assumption: employee only about $56,863 at 4% or $37,908 at 6%; with 50% employer match about $37,908 at 4% or $25,272 at 6%; with 100% employer match about $28,431 at 4% or $18,954 at 6%.
Wallis & Morton, P.A. Profit Sharing Plan-4$105,068$9,098$2,275iApproximate average salary by contribution assumption: employee only about $56,863 at 4% or $37,908 at 6%; with 50% employer match about $37,908 at 4% or $25,272 at 6%; with 100% employer match about $28,431 at 4% or $18,954 at 6%.
200714$169,644$22,142$5,536iApproximate average salary by contribution assumption: employee only about $138,388 at 4% or $92,258 at 6%; with 50% employer match about $92,258 at 4% or $61,506 at 6%; with 100% employer match about $69,194 at 4% or $46,129 at 6%.
Wallis & Morton, P.A. Profit Sharing Plan-4$169,644$22,142$5,536iApproximate average salary by contribution assumption: employee only about $138,388 at 4% or $92,258 at 6%; with 50% employer match about $92,258 at 4% or $61,506 at 6%; with 100% employer match about $69,194 at 4% or $46,129 at 6%.
200614$292,240$25,872$6,468iApproximate average salary by contribution assumption: employee only about $161,700 at 4% or $107,800 at 6%; with 50% employer match about $107,800 at 4% or $71,867 at 6%; with 100% employer match about $80,850 at 4% or $53,900 at 6%.
Wallis & Morton, P.A. Profit Sharing Plan-4$292,240$25,872$6,468iApproximate average salary by contribution assumption: employee only about $161,700 at 4% or $107,800 at 6%; with 50% employer match about $107,800 at 4% or $71,867 at 6%; with 100% employer match about $80,850 at 4% or $53,900 at 6%.
200516$243,584$27,082$4,514iApproximate average salary by contribution assumption: employee only about $112,842 at 4% or $75,228 at 6%; with 50% employer match about $75,228 at 4% or $50,152 at 6%; with 100% employer match about $56,421 at 4% or $37,614 at 6%.
Wallis & Morton, P.A. Profit Sharing Plan-6$243,584$27,082$4,514iApproximate average salary by contribution assumption: employee only about $112,842 at 4% or $75,228 at 6%; with 50% employer match about $75,228 at 4% or $50,152 at 6%; with 100% employer match about $56,421 at 4% or $37,614 at 6%.
200315$170,393$17,652$3,530iApproximate average salary by contribution assumption: employee only about $88,260 at 4% or $58,840 at 6%; with 50% employer match about $58,840 at 4% or $39,227 at 6%; with 100% employer match about $44,130 at 4% or $29,420 at 6%.
Wallis & Morton, P.A. Profit Sharing Plan-5$170,393$17,652$3,530iApproximate average salary by contribution assumption: employee only about $88,260 at 4% or $58,840 at 6%; with 50% employer match about $58,840 at 4% or $39,227 at 6%; with 100% employer match about $44,130 at 4% or $29,420 at 6%.
200215$118,863$13,878$2,776iApproximate average salary by contribution assumption: employee only about $69,390 at 4% or $46,260 at 6%; with 50% employer match about $46,260 at 4% or $30,840 at 6%; with 100% employer match about $34,695 at 4% or $23,130 at 6%.
Wallis & Morton, P.A. Profit Sharing Plan-5$118,863$13,878$2,776iApproximate average salary by contribution assumption: employee only about $69,390 at 4% or $46,260 at 6%; with 50% employer match about $46,260 at 4% or $30,840 at 6%; with 100% employer match about $34,695 at 4% or $23,130 at 6%.
200014$0$0-
Wallis & Morton, P.A. Profit Sharing Plan-4---
199914$157,147$13,772$3,443iApproximate average salary by contribution assumption: employee only about $86,075 at 4% or $57,383 at 6%; with 50% employer match about $57,383 at 4% or $38,256 at 6%; with 100% employer match about $43,038 at 4% or $28,692 at 6%.
Wallis & Morton, P.A. Profit Sharing Plan-4$157,147$13,772$3,443iApproximate average salary by contribution assumption: employee only about $86,075 at 4% or $57,383 at 6%; with 50% employer match about $57,383 at 4% or $38,256 at 6%; with 100% employer match about $43,038 at 4% or $28,692 at 6%.
Wallis & Morton, P.A. | EIN 56-1949740 | 2024 Form 5500 Company Profile