Walker Insurance Group Inc.
Plan context: Walker Insurance Group Inc. 401(K) Profit Sharing Plan
EIN 56-2114348 • Kinston, NC • 22 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
14
2025 Assets
$1,889,826
2025 Contributions
$145,744
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 14 | $1,889,826 | $145,744 | $10,410iApproximate average salary by contribution assumption: employee only about $260,257 at 4% or $173,505 at 6%; with 50% employer match about $173,505 at 4% or $115,670 at 6%; with 100% employer match about $130,129 at 4% or $86,752 at 6%. |
| Walker Insurance Group Inc. 401(K) Profit Sharing Plan | - | 14 | $1,889,826 | $145,744 | $10,410iApproximate average salary by contribution assumption: employee only about $260,257 at 4% or $173,505 at 6%; with 50% employer match about $173,505 at 4% or $115,670 at 6%; with 100% employer match about $130,129 at 4% or $86,752 at 6%. |
| 2024 | 1 | 47 | $1,484,520 | $185,713 | $3,951iApproximate average salary by contribution assumption: employee only about $98,784 at 4% or $65,856 at 6%; with 50% employer match about $65,856 at 4% or $43,904 at 6%; with 100% employer match about $49,392 at 4% or $32,928 at 6%. |
| Walker Insurance Group Inc. 401(K) Profit Sharing Plan | - | 47 | $1,484,520 | $185,713 | $3,951iApproximate average salary by contribution assumption: employee only about $98,784 at 4% or $65,856 at 6%; with 50% employer match about $65,856 at 4% or $43,904 at 6%; with 100% employer match about $49,392 at 4% or $32,928 at 6%. |
| 2023 | 1 | 9 | $1,179,041 | $88,282 | $9,809iApproximate average salary by contribution assumption: employee only about $245,228 at 4% or $163,485 at 6%; with 50% employer match about $163,485 at 4% or $108,990 at 6%; with 100% employer match about $122,614 at 4% or $81,743 at 6%. |
| Walker Insurance Group Inc. 401(K) Profit Sharing Plan | - | 9 | $1,179,041 | $88,282 | $9,809iApproximate average salary by contribution assumption: employee only about $245,228 at 4% or $163,485 at 6%; with 50% employer match about $163,485 at 4% or $108,990 at 6%; with 100% employer match about $122,614 at 4% or $81,743 at 6%. |
| 2022 | 1 | 9 | $952,415 | $76,024 | $8,447iApproximate average salary by contribution assumption: employee only about $211,178 at 4% or $140,785 at 6%; with 50% employer match about $140,785 at 4% or $93,857 at 6%; with 100% employer match about $105,589 at 4% or $70,393 at 6%. |
| Walker Insurance Group Inc. 401(K) Profit Sharing Plan | - | 9 | $952,415 | $76,024 | $8,447iApproximate average salary by contribution assumption: employee only about $211,178 at 4% or $140,785 at 6%; with 50% employer match about $140,785 at 4% or $93,857 at 6%; with 100% employer match about $105,589 at 4% or $70,393 at 6%. |
| 2021 | 1 | 8 | $997,955 | $63,619 | $7,952iApproximate average salary by contribution assumption: employee only about $198,809 at 4% or $132,540 at 6%; with 50% employer match about $132,540 at 4% or $88,360 at 6%; with 100% employer match about $99,405 at 4% or $66,270 at 6%. |
| Walker Insurance Group Inc. 401(K) Profit Sharing Plan | - | 8 | $997,955 | $63,619 | $7,952iApproximate average salary by contribution assumption: employee only about $198,809 at 4% or $132,540 at 6%; with 50% employer match about $132,540 at 4% or $88,360 at 6%; with 100% employer match about $99,405 at 4% or $66,270 at 6%. |
| 2020 | 1 | 9 | $755,021 | $69,277 | $7,697iApproximate average salary by contribution assumption: employee only about $192,436 at 4% or $128,291 at 6%; with 50% employer match about $128,291 at 4% or $85,527 at 6%; with 100% employer match about $96,218 at 4% or $64,145 at 6%. |
| Walker Insurance Group Inc. 401(K) Profit Sharing Plan | - | 9 | $755,021 | $69,277 | $7,697iApproximate average salary by contribution assumption: employee only about $192,436 at 4% or $128,291 at 6%; with 50% employer match about $128,291 at 4% or $85,527 at 6%; with 100% employer match about $96,218 at 4% or $64,145 at 6%. |
| 2019 | 1 | 10 | $584,668 | $76,955 | $7,696iApproximate average salary by contribution assumption: employee only about $192,388 at 4% or $128,258 at 6%; with 50% employer match about $128,258 at 4% or $85,506 at 6%; with 100% employer match about $96,194 at 4% or $64,129 at 6%. |
| Walker Insurance Group Inc. 401(K) Profit Sharing Plan | - | 10 | $584,668 | $76,955 | $7,696iApproximate average salary by contribution assumption: employee only about $192,388 at 4% or $128,258 at 6%; with 50% employer match about $128,258 at 4% or $85,506 at 6%; with 100% employer match about $96,194 at 4% or $64,129 at 6%. |
| 2018 | 1 | 11 | $400,031 | $57,353 | $5,214iApproximate average salary by contribution assumption: employee only about $130,348 at 4% or $86,898 at 6%; with 50% employer match about $86,898 at 4% or $57,932 at 6%; with 100% employer match about $65,174 at 4% or $43,449 at 6%. |
| Walker Insurance Group Inc. 401(K) Profit Sharing Plan | - | 11 | $400,031 | $57,353 | $5,214iApproximate average salary by contribution assumption: employee only about $130,348 at 4% or $86,898 at 6%; with 50% employer match about $86,898 at 4% or $57,932 at 6%; with 100% employer match about $65,174 at 4% or $43,449 at 6%. |
| 2017 | 1 | 6 | $376,557 | $47,600 | $7,933iApproximate average salary by contribution assumption: employee only about $198,333 at 4% or $132,222 at 6%; with 50% employer match about $132,222 at 4% or $88,148 at 6%; with 100% employer match about $99,167 at 4% or $66,111 at 6%. |
| Walker Insurance Group Inc. 401(K) Profit Sharing Plan | - | 6 | $376,557 | $47,600 | $7,933iApproximate average salary by contribution assumption: employee only about $198,333 at 4% or $132,222 at 6%; with 50% employer match about $132,222 at 4% or $88,148 at 6%; with 100% employer match about $99,167 at 4% or $66,111 at 6%. |
| 2016 | 1 | 5 | $276,439 | $19,740 | $3,948iApproximate average salary by contribution assumption: employee only about $98,700 at 4% or $65,800 at 6%; with 50% employer match about $65,800 at 4% or $43,867 at 6%; with 100% employer match about $49,350 at 4% or $32,900 at 6%. |
| Walker Insurance Group Inc. 401(K) Profit Sharing Plan | - | 5 | $276,439 | $19,740 | $3,948iApproximate average salary by contribution assumption: employee only about $98,700 at 4% or $65,800 at 6%; with 50% employer match about $65,800 at 4% or $43,867 at 6%; with 100% employer match about $49,350 at 4% or $32,900 at 6%. |
| 2015 | 1 | 5 | $232,242 | $22,540 | $4,508iApproximate average salary by contribution assumption: employee only about $112,700 at 4% or $75,133 at 6%; with 50% employer match about $75,133 at 4% or $50,089 at 6%; with 100% employer match about $56,350 at 4% or $37,567 at 6%. |
| Walker Insurance Group Inc. 401(K) Profit Sharing Plan | - | 5 | $232,242 | $22,540 | $4,508iApproximate average salary by contribution assumption: employee only about $112,700 at 4% or $75,133 at 6%; with 50% employer match about $75,133 at 4% or $50,089 at 6%; with 100% employer match about $56,350 at 4% or $37,567 at 6%. |
| 2014 | 1 | 4 | $224,410 | $10,510 | $2,628iApproximate average salary by contribution assumption: employee only about $65,688 at 4% or $43,792 at 6%; with 50% employer match about $43,792 at 4% or $29,194 at 6%; with 100% employer match about $32,844 at 4% or $21,896 at 6%. |
| Walker Insurance Group Inc. 401(K) Profit Sharing Plan | - | 4 | $224,410 | $10,510 | $2,628iApproximate average salary by contribution assumption: employee only about $65,688 at 4% or $43,792 at 6%; with 50% employer match about $43,792 at 4% or $29,194 at 6%; with 100% employer match about $32,844 at 4% or $21,896 at 6%. |
| 2013 | 1 | 4 | $197,091 | $8,860 | $2,215iApproximate average salary by contribution assumption: employee only about $55,375 at 4% or $36,917 at 6%; with 50% employer match about $36,917 at 4% or $24,611 at 6%; with 100% employer match about $27,688 at 4% or $18,458 at 6%. |
| Walker Insurance Group Inc. 401(K) Profit Sharing Plan | - | 4 | $197,091 | $8,860 | $2,215iApproximate average salary by contribution assumption: employee only about $55,375 at 4% or $36,917 at 6%; with 50% employer match about $36,917 at 4% or $24,611 at 6%; with 100% employer match about $27,688 at 4% or $18,458 at 6%. |
| 2012 | 1 | 3 | $144,844 | $15,700 | $5,233iApproximate average salary by contribution assumption: employee only about $130,833 at 4% or $87,222 at 6%; with 50% employer match about $87,222 at 4% or $58,148 at 6%; with 100% employer match about $65,417 at 4% or $43,611 at 6%. |
| Walker Insurance Group Inc. 401(K) Profit Sharing Plan | - | 3 | $144,844 | $15,700 | $5,233iApproximate average salary by contribution assumption: employee only about $130,833 at 4% or $87,222 at 6%; with 50% employer match about $87,222 at 4% or $58,148 at 6%; with 100% employer match about $65,417 at 4% or $43,611 at 6%. |
| 2011 | 1 | 3 | $109,964 | $7,520 | $2,507iApproximate average salary by contribution assumption: employee only about $62,667 at 4% or $41,778 at 6%; with 50% employer match about $41,778 at 4% or $27,852 at 6%; with 100% employer match about $31,333 at 4% or $20,889 at 6%. |
| Walker Insurance Group Inc. 401(K) Profit Sharing Plan | - | 3 | $109,964 | $7,520 | $2,507iApproximate average salary by contribution assumption: employee only about $62,667 at 4% or $41,778 at 6%; with 50% employer match about $41,778 at 4% or $27,852 at 6%; with 100% employer match about $31,333 at 4% or $20,889 at 6%. |
| 2010 | 1 | 3 | $104,564 | $7,960 | $2,653iApproximate average salary by contribution assumption: employee only about $66,333 at 4% or $44,222 at 6%; with 50% employer match about $44,222 at 4% or $29,481 at 6%; with 100% employer match about $33,167 at 4% or $22,111 at 6%. |
| Walker Insurance Group Inc. 401(K) Profit Sharing Plan | - | 3 | $104,564 | $7,960 | $2,653iApproximate average salary by contribution assumption: employee only about $66,333 at 4% or $44,222 at 6%; with 50% employer match about $44,222 at 4% or $29,481 at 6%; with 100% employer match about $33,167 at 4% or $22,111 at 6%. |
| 2009 | 1 | 3 | $81,652 | $19,689 | $6,563iApproximate average salary by contribution assumption: employee only about $164,075 at 4% or $109,383 at 6%; with 50% employer match about $109,383 at 4% or $72,922 at 6%; with 100% employer match about $82,038 at 4% or $54,692 at 6%. |
| Walker Insurance Group Inc. 401(K) Profit Sharing Plan | - | 3 | $81,652 | $19,689 | $6,563iApproximate average salary by contribution assumption: employee only about $164,075 at 4% or $109,383 at 6%; with 50% employer match about $109,383 at 4% or $72,922 at 6%; with 100% employer match about $82,038 at 4% or $54,692 at 6%. |
| 2008 | 1 | 6 | $41,885 | $23,480 | $3,913iApproximate average salary by contribution assumption: employee only about $97,833 at 4% or $65,222 at 6%; with 50% employer match about $65,222 at 4% or $43,481 at 6%; with 100% employer match about $48,917 at 4% or $32,611 at 6%. |
| Walker Insurance Group Inc. 401(K) Profit Sharing Plan | - | 6 | $41,885 | $23,480 | $3,913iApproximate average salary by contribution assumption: employee only about $97,833 at 4% or $65,222 at 6%; with 50% employer match about $65,222 at 4% or $43,481 at 6%; with 100% employer match about $48,917 at 4% or $32,611 at 6%. |
| 2007 | 1 | 6 | $0 | $0 | - |
| Walker Insurance Group Inc. 401(K) Profit Sharing Plan | - | 6 | - | - | - |
| 2006 | 1 | 2 | $18,810 | $7,077 | $3,539iApproximate average salary by contribution assumption: employee only about $88,463 at 4% or $58,975 at 6%; with 50% employer match about $58,975 at 4% or $39,317 at 6%; with 100% employer match about $44,231 at 4% or $29,488 at 6%. |
| Walker Insurance Group Inc. 401(K) Profit Sharing Plan | - | 2 | $18,810 | $7,077 | $3,539iApproximate average salary by contribution assumption: employee only about $88,463 at 4% or $58,975 at 6%; with 50% employer match about $58,975 at 4% or $39,317 at 6%; with 100% employer match about $44,231 at 4% or $29,488 at 6%. |
| 2005 | 1 | 3 | $11,300 | $7,580 | $2,527iApproximate average salary by contribution assumption: employee only about $63,167 at 4% or $42,111 at 6%; with 50% employer match about $42,111 at 4% or $28,074 at 6%; with 100% employer match about $31,583 at 4% or $21,056 at 6%. |
| Walker Insurance Group Inc. 401(K) Profit Sharing Plan | - | 3 | $11,300 | $7,580 | $2,527iApproximate average salary by contribution assumption: employee only about $63,167 at 4% or $42,111 at 6%; with 50% employer match about $42,111 at 4% or $28,074 at 6%; with 100% employer match about $31,583 at 4% or $21,056 at 6%. |
| 2004 | 1 | 5 | $2,926 | $2,770 | $554iApproximate average salary by contribution assumption: employee only about $13,850 at 4% or $9,233 at 6%; with 50% employer match about $9,233 at 4% or $6,156 at 6%; with 100% employer match about $6,925 at 4% or $4,617 at 6%. |
| Walker Insurance Group Inc. 401(K) Profit Sharing Plan | - | 5 | $2,926 | $2,770 | $554iApproximate average salary by contribution assumption: employee only about $13,850 at 4% or $9,233 at 6%; with 50% employer match about $9,233 at 4% or $6,156 at 6%; with 100% employer match about $6,925 at 4% or $4,617 at 6%. |