Waller Davis Associates Inc.
Plan context: Thomas H. Waller & Associates Inc. Money Purchase Plan
EIN 58-1082206 • 4 filings • 4 plans
Current Snapshot
Latest Year
2000
2000 Participants
2
2000 Assets
$3,374,544
2000 Contributions
$95,525
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 |
|---|---|---|---|---|---|
| 2000 | 2 | 2 | $0 | $0 | - |
| Thomas H.Waller & Associates Inc. Profit Sharing Plan | - | 2 | - | - | - |
| Thomas H. Waller & Associates Inc. Money Purchase Plan | - | 2 | - | - | - |
| 1999 | 2 | 12 | $3,374,544 | $95,525 | $7,960iApproximate average salary by contribution assumption: employee only about $199,010 at 4% or $132,674 at 6%; with 50% employer match about $132,674 at 4% or $88,449 at 6%; with 100% employer match about $99,505 at 4% or $66,337 at 6%. |
| Thomas H. Waller & Associates Inc. Money Purchase Plan | - | 12 | $1,910,562 | $56,695 | $4,725iApproximate average salary by contribution assumption: employee only about $118,115 at 4% or $78,743 at 6%; with 50% employer match about $78,743 at 4% or $52,495 at 6%; with 100% employer match about $59,057 at 4% or $39,372 at 6%. |
| Thomas H.Waller & Associates Inc. Profit Sharing Plan | - | 12 | $1,463,982 | $38,830 | $3,236iApproximate average salary by contribution assumption: employee only about $80,896 at 4% or $53,931 at 6%; with 50% employer match about $53,931 at 4% or $35,954 at 6%; with 100% employer match about $40,448 at 4% or $26,965 at 6%. |