Civic Intelligence

W. B. WALLIS & COMPANY, INC.

Plan context: W.B. Wallis & Company Money Purchase Pension Plan

EIN 58-0680521 • 20 filings • 4 plans

Current Snapshot

Latest Year

2011

2011 Participants

7

2011 Assets

$392

2011 Contributions

$51,851

Historical Graphs

Total Assets Over Time

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

$2,578,476$1,289,238$0200020052010YearValue
$392Latest year 2010

Participants Over Time

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

950200020052010YearValue
7Latest year 2010

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
201110$0$0-
W.B. Wallis & Company Money Purchase Pension Plan-0---
201017$392$0-
W.B. Wallis & Company Money Purchase Pension Plan-7$392--
200927$2,578,476$51,851$7,407iApproximate average salary by contribution assumption: employee only about $185,182 at 4% or $123,455 at 6%; with 50% employer match about $123,455 at 4% or $82,303 at 6%; with 100% employer match about $92,591 at 4% or $61,727 at 6%.
W.B. Wallis & Company Profit Sharing Plan-5$2,248,025$51,851$10,370iApproximate average salary by contribution assumption: employee only about $259,255 at 4% or $172,837 at 6%; with 50% employer match about $172,837 at 4% or $115,224 at 6%; with 100% employer match about $129,628 at 4% or $86,418 at 6%.
W.B. Wallis & Company Money Purchase Pension Plan-7$330,451--
200827$2,103,889$106,264$15,181iApproximate average salary by contribution assumption: employee only about $379,514 at 4% or $253,010 at 6%; with 50% employer match about $253,010 at 4% or $168,673 at 6%; with 100% employer match about $189,757 at 4% or $126,505 at 6%.
W.B. Wallis & Company Money Purchase Pension Plan-6$1,463,417$70,491$11,749iApproximate average salary by contribution assumption: employee only about $293,713 at 4% or $195,808 at 6%; with 50% employer match about $195,808 at 4% or $130,539 at 6%; with 100% employer match about $146,856 at 4% or $97,904 at 6%.
W.B. Wallis & Company Profit Sharing Plan-7$640,472$35,773$5,110iApproximate average salary by contribution assumption: employee only about $127,761 at 4% or $85,174 at 6%; with 50% employer match about $85,174 at 4% or $56,783 at 6%; with 100% employer match about $63,880 at 4% or $42,587 at 6%.
200626$2,451,122$140,755$23,459iApproximate average salary by contribution assumption: employee only about $586,479 at 4% or $390,986 at 6%; with 50% employer match about $390,986 at 4% or $260,657 at 6%; with 100% employer match about $293,240 at 4% or $195,493 at 6%.
W.B. Wallis & Company Money Purchase Pension Plan-6$1,757,780$56,302$9,384iApproximate average salary by contribution assumption: employee only about $234,592 at 4% or $156,394 at 6%; with 50% employer match about $156,394 at 4% or $104,263 at 6%; with 100% employer match about $117,296 at 4% or $78,197 at 6%.
W.B. Wallis & Company Profit Sharing Plan-6$693,342$84,453$14,076iApproximate average salary by contribution assumption: employee only about $351,888 at 4% or $234,592 at 6%; with 50% employer match about $234,592 at 4% or $156,394 at 6%; with 100% employer match about $175,944 at 4% or $117,296 at 6%.
200526$2,103,824$59,879$9,980iApproximate average salary by contribution assumption: employee only about $249,496 at 4% or $166,331 at 6%; with 50% employer match about $166,331 at 4% or $110,887 at 6%; with 100% employer match about $124,748 at 4% or $83,165 at 6%.
W.B. Wallis & Company Money Purchase Pension Plan-6$1,563,736$59,879$9,980iApproximate average salary by contribution assumption: employee only about $249,496 at 4% or $166,331 at 6%; with 50% employer match about $166,331 at 4% or $110,887 at 6%; with 100% employer match about $124,748 at 4% or $83,165 at 6%.
W.B. Wallis & Company Profit Sharing Plan-6$540,088--
200427$1,924,991$87,576$12,511iApproximate average salary by contribution assumption: employee only about $312,771 at 4% or $208,514 at 6%; with 50% employer match about $208,514 at 4% or $139,010 at 6%; with 100% employer match about $156,386 at 4% or $104,257 at 6%.
W.B. Wallis & Company Money Purchase Pension Plan-7$1,417,873$43,788$6,255iApproximate average salary by contribution assumption: employee only about $156,386 at 4% or $104,257 at 6%; with 50% employer match about $104,257 at 4% or $69,505 at 6%; with 100% employer match about $78,193 at 4% or $52,129 at 6%.
W.B. Wallis & Company Profit Sharing Plan-7$507,118$43,788$6,255iApproximate average salary by contribution assumption: employee only about $156,386 at 4% or $104,257 at 6%; with 50% employer match about $104,257 at 4% or $69,505 at 6%; with 100% employer match about $78,193 at 4% or $52,129 at 6%.
200326$1,703,318$96,435$16,073iApproximate average salary by contribution assumption: employee only about $401,813 at 4% or $267,875 at 6%; with 50% employer match about $267,875 at 4% or $178,583 at 6%; with 100% employer match about $200,906 at 4% or $133,938 at 6%.
W.B. Wallis & Company Money Purchase Pension Plan-6$1,285,960$40,665$6,778iApproximate average salary by contribution assumption: employee only about $169,438 at 4% or $112,958 at 6%; with 50% employer match about $112,958 at 4% or $75,306 at 6%; with 100% employer match about $84,719 at 4% or $56,479 at 6%.
W.B. Wallis & Company Profit Sharing Plan-5$417,358$55,770$11,154iApproximate average salary by contribution assumption: employee only about $278,850 at 4% or $185,900 at 6%; with 50% employer match about $185,900 at 4% or $123,933 at 6%; with 100% employer match about $139,425 at 4% or $92,950 at 6%.
200226$1,261,427$97,696$16,283iApproximate average salary by contribution assumption: employee only about $407,067 at 4% or $271,378 at 6%; with 50% employer match about $271,378 at 4% or $180,919 at 6%; with 100% employer match about $203,533 at 4% or $135,689 at 6%.
W.B. Wallis & Company Money Purchase Pension Plan-6$967,912$48,848$8,141iApproximate average salary by contribution assumption: employee only about $203,533 at 4% or $135,689 at 6%; with 50% employer match about $135,689 at 4% or $90,459 at 6%; with 100% employer match about $101,767 at 4% or $67,844 at 6%.
W.B. Wallis & Company Profit Sharing Plan-5$293,515$48,848$9,770iApproximate average salary by contribution assumption: employee only about $244,240 at 4% or $162,827 at 6%; with 50% employer match about $162,827 at 4% or $108,551 at 6%; with 100% employer match about $122,120 at 4% or $81,413 at 6%.
200128$0$0-
W.B. Wallis & Company Money Purchase Pension Plan-8---
W.B. Wallis & Company Profit Sharing Plan-7---
200029$1,903,169$118,735$13,193iApproximate average salary by contribution assumption: employee only about $329,819 at 4% or $219,880 at 6%; with 50% employer match about $219,880 at 4% or $146,586 at 6%; with 100% employer match about $164,910 at 4% or $109,940 at 6%.
W.B. Wallis & Company Money Purchase Pension Plan-9$1,485,728$52,494$5,833iApproximate average salary by contribution assumption: employee only about $145,817 at 4% or $97,211 at 6%; with 50% employer match about $97,211 at 4% or $64,807 at 6%; with 100% employer match about $72,908 at 4% or $48,606 at 6%.
W.B. Wallis & Company Profit Sharing Plan-8$417,441$66,241$8,280iApproximate average salary by contribution assumption: employee only about $207,003 at 4% or $138,002 at 6%; with 50% employer match about $138,002 at 4% or $92,001 at 6%; with 100% employer match about $103,502 at 4% or $69,001 at 6%.
W. B. WALLIS & COMPANY, INC. | EIN 58-0680521 | 2011 Form 5500 Company Profile