Civic Intelligence

Walton Lantaff Schroeder & Carson

Plan context: Walton Lantaff Schroeder & Carson 401K Profit Sharing Plan

EIN 59-0536392 • Miami, FL • 27 filings • 4 plans

9200 South Dadeland Blvd,Suite 300Miami, FL 33156
Current Snapshot

Latest Year

2024

2024 Participants

87

2024 Assets

$19,278,737

2024 Contributions

$413,257

Historical Graphs

Total Assets Over Time

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

$22,342,568$11,171,284$0199920122024YearValue
$19,278,737Latest year 2024

Participants Over Time

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

107540199920122024YearValue
87Latest 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
2024187$19,278,737$413,257$4,750iApproximate average salary by contribution assumption: employee only about $118,752 at 4% or $79,168 at 6%; with 50% employer match about $79,168 at 4% or $52,779 at 6%; with 100% employer match about $59,376 at 4% or $39,584 at 6%.
Walton Lantaff Schroeder & Carson 401K Profit Sharing Plan-87$19,278,737$413,257$4,750iApproximate average salary by contribution assumption: employee only about $118,752 at 4% or $79,168 at 6%; with 50% employer match about $79,168 at 4% or $52,779 at 6%; with 100% employer match about $59,376 at 4% or $39,584 at 6%.
2023195$17,317,124$324,248$3,413iApproximate average salary by contribution assumption: employee only about $85,328 at 4% or $56,886 at 6%; with 50% employer match about $56,886 at 4% or $37,924 at 6%; with 100% employer match about $42,664 at 4% or $28,443 at 6%.
Walton Lantaff Schroeder & Carson 401K Profit Sharing Plan-95$17,317,124$324,248$3,413iApproximate average salary by contribution assumption: employee only about $85,328 at 4% or $56,886 at 6%; with 50% employer match about $56,886 at 4% or $37,924 at 6%; with 100% employer match about $42,664 at 4% or $28,443 at 6%.
2022143$15,241,487$292,514$6,803iApproximate average salary by contribution assumption: employee only about $170,066 at 4% or $113,378 at 6%; with 50% employer match about $113,378 at 4% or $75,585 at 6%; with 100% employer match about $85,033 at 4% or $56,689 at 6%.
Walton Lantaff Schroeder & Carson 401K Profit Sharing Plan-43$15,241,487$292,514$6,803iApproximate average salary by contribution assumption: employee only about $170,066 at 4% or $113,378 at 6%; with 50% employer match about $113,378 at 4% or $75,585 at 6%; with 100% employer match about $85,033 at 4% or $56,689 at 6%.
2021142$18,804,226$273,723$6,517iApproximate average salary by contribution assumption: employee only about $162,930 at 4% or $108,620 at 6%; with 50% employer match about $108,620 at 4% or $72,413 at 6%; with 100% employer match about $81,465 at 4% or $54,310 at 6%.
Walton Lantaff Schroeder & Carson 401K Profit Sharing Plan-42$18,804,226$273,723$6,517iApproximate average salary by contribution assumption: employee only about $162,930 at 4% or $108,620 at 6%; with 50% employer match about $108,620 at 4% or $72,413 at 6%; with 100% employer match about $81,465 at 4% or $54,310 at 6%.
2020147$19,665,918$482,893$10,274iApproximate average salary by contribution assumption: employee only about $256,858 at 4% or $171,239 at 6%; with 50% employer match about $171,239 at 4% or $114,159 at 6%; with 100% employer match about $128,429 at 4% or $85,619 at 6%.
Walton Lantaff Schroeder & Carson 401K Profit Sharing Plan-47$19,665,918$482,893$10,274iApproximate average salary by contribution assumption: employee only about $256,858 at 4% or $171,239 at 6%; with 50% employer match about $171,239 at 4% or $114,159 at 6%; with 100% employer match about $128,429 at 4% or $85,619 at 6%.
2019161$20,634,243$594,511$9,746iApproximate average salary by contribution assumption: employee only about $243,652 at 4% or $162,435 at 6%; with 50% employer match about $162,435 at 4% or $108,290 at 6%; with 100% employer match about $121,826 at 4% or $81,217 at 6%.
Walton Lantaff Schroeder & Carson 401K Profit Sharing Plan-61$20,634,243$594,511$9,746iApproximate average salary by contribution assumption: employee only about $243,652 at 4% or $162,435 at 6%; with 50% employer match about $162,435 at 4% or $108,290 at 6%; with 100% employer match about $121,826 at 4% or $81,217 at 6%.
2018167$16,846,499$666,034$9,941iApproximate average salary by contribution assumption: employee only about $248,520 at 4% or $165,680 at 6%; with 50% employer match about $165,680 at 4% or $110,453 at 6%; with 100% employer match about $124,260 at 4% or $82,840 at 6%.
Walton Lantaff Schroeder & Carson 401K Profit Sharing Plan-67$16,846,499$666,034$9,941iApproximate average salary by contribution assumption: employee only about $248,520 at 4% or $165,680 at 6%; with 50% employer match about $165,680 at 4% or $110,453 at 6%; with 100% employer match about $124,260 at 4% or $82,840 at 6%.
2017165$18,515,995$547,699$8,426iApproximate average salary by contribution assumption: employee only about $210,653 at 4% or $140,436 at 6%; with 50% employer match about $140,436 at 4% or $93,624 at 6%; with 100% employer match about $105,327 at 4% or $70,218 at 6%.
Walton Lantaff Schroeder & Carson 401K Profit Sharing Plan-65$18,515,995$547,699$8,426iApproximate average salary by contribution assumption: employee only about $210,653 at 4% or $140,436 at 6%; with 50% employer match about $140,436 at 4% or $93,624 at 6%; with 100% employer match about $105,327 at 4% or $70,218 at 6%.
2016162$16,042,915$516,456$8,330iApproximate average salary by contribution assumption: employee only about $208,248 at 4% or $138,832 at 6%; with 50% employer match about $138,832 at 4% or $92,555 at 6%; with 100% employer match about $104,124 at 4% or $69,416 at 6%.
Walton Lantaff Schroeder & Carson 401K Profit Sharing Plan-62$16,042,915$516,456$8,330iApproximate average salary by contribution assumption: employee only about $208,248 at 4% or $138,832 at 6%; with 50% employer match about $138,832 at 4% or $92,555 at 6%; with 100% employer match about $104,124 at 4% or $69,416 at 6%.
2015162$14,642,893$562,128$9,067iApproximate average salary by contribution assumption: employee only about $226,665 at 4% or $151,110 at 6%; with 50% employer match about $151,110 at 4% or $100,740 at 6%; with 100% employer match about $113,332 at 4% or $75,555 at 6%.
Walton Lantaff Schroeder & Carson 401K Profit Sharing Plan-62$14,642,893$562,128$9,067iApproximate average salary by contribution assumption: employee only about $226,665 at 4% or $151,110 at 6%; with 50% employer match about $151,110 at 4% or $100,740 at 6%; with 100% employer match about $113,332 at 4% or $75,555 at 6%.
2014167$15,869,624$505,275$7,541iApproximate average salary by contribution assumption: employee only about $188,535 at 4% or $125,690 at 6%; with 50% employer match about $125,690 at 4% or $83,794 at 6%; with 100% employer match about $94,268 at 4% or $62,845 at 6%.
Walton Lantaff Schroeder & Carson 401K Profit Sharing Plan-67$15,869,624$505,275$7,541iApproximate average salary by contribution assumption: employee only about $188,535 at 4% or $125,690 at 6%; with 50% employer match about $125,690 at 4% or $83,794 at 6%; with 100% employer match about $94,268 at 4% or $62,845 at 6%.
2013167$16,266,409$502,222$7,496iApproximate average salary by contribution assumption: employee only about $187,396 at 4% or $124,931 at 6%; with 50% employer match about $124,931 at 4% or $83,287 at 6%; with 100% employer match about $93,698 at 4% or $62,465 at 6%.
Walton Lantaff Schroeder & Carson 401K Profit Sharing Plan-67$16,266,409$502,222$7,496iApproximate average salary by contribution assumption: employee only about $187,396 at 4% or $124,931 at 6%; with 50% employer match about $124,931 at 4% or $83,287 at 6%; with 100% employer match about $93,698 at 4% or $62,465 at 6%.
2012173$14,901,129$520,526$7,130iApproximate average salary by contribution assumption: employee only about $178,262 at 4% or $118,842 at 6%; with 50% employer match about $118,842 at 4% or $79,228 at 6%; with 100% employer match about $89,131 at 4% or $59,421 at 6%.
Walton Lantaff Schroeder & Carson 401K Profit Sharing Plan-73$14,901,129$520,526$7,130iApproximate average salary by contribution assumption: employee only about $178,262 at 4% or $118,842 at 6%; with 50% employer match about $118,842 at 4% or $79,228 at 6%; with 100% employer match about $89,131 at 4% or $59,421 at 6%.
2011174$16,810,351$594,137$8,029iApproximate average salary by contribution assumption: employee only about $200,722 at 4% or $133,815 at 6%; with 50% employer match about $133,815 at 4% or $89,210 at 6%; with 100% employer match about $100,361 at 4% or $66,907 at 6%.
Walton Lantaff Schroeder & Carson 401K Profit Sharing Plan-74$16,810,351$594,137$8,029iApproximate average salary by contribution assumption: employee only about $200,722 at 4% or $133,815 at 6%; with 50% employer match about $133,815 at 4% or $89,210 at 6%; with 100% employer match about $100,361 at 4% or $66,907 at 6%.
2010174$18,596,220$652,186$8,813iApproximate average salary by contribution assumption: employee only about $220,333 at 4% or $146,889 at 6%; with 50% employer match about $146,889 at 4% or $97,926 at 6%; with 100% employer match about $110,167 at 4% or $73,444 at 6%.
Walton Lantaff Schroeder & Carson 401K Profit Sharing Plan-74$18,596,220$652,186$8,813iApproximate average salary by contribution assumption: employee only about $220,333 at 4% or $146,889 at 6%; with 50% employer match about $146,889 at 4% or $97,926 at 6%; with 100% employer match about $110,167 at 4% or $73,444 at 6%.
2009193$16,774,162$705,604$7,587iApproximate average salary by contribution assumption: employee only about $189,678 at 4% or $126,452 at 6%; with 50% employer match about $126,452 at 4% or $84,302 at 6%; with 100% employer match about $94,839 at 4% or $63,226 at 6%.
Walton Lantaff Schroeder & Carson 401K Profit Sharing Plan-93$16,774,162$705,604$7,587iApproximate average salary by contribution assumption: employee only about $189,678 at 4% or $126,452 at 6%; with 50% employer match about $126,452 at 4% or $84,302 at 6%; with 100% employer match about $94,839 at 4% or $63,226 at 6%.
2008192$13,934,969$791,993$8,609iApproximate average salary by contribution assumption: employee only about $215,215 at 4% or $143,477 at 6%; with 50% employer match about $143,477 at 4% or $95,651 at 6%; with 100% employer match about $107,608 at 4% or $71,738 at 6%.
Walton Lantaff Schroeder & Carson 401K Profit Sharing Plan-92$13,934,969$791,993$8,609iApproximate average salary by contribution assumption: employee only about $215,215 at 4% or $143,477 at 6%; with 50% employer match about $143,477 at 4% or $95,651 at 6%; with 100% employer match about $107,608 at 4% or $71,738 at 6%.
20071106$19,158,966$770,668$7,270iApproximate average salary by contribution assumption: employee only about $181,761 at 4% or $121,174 at 6%; with 50% employer match about $121,174 at 4% or $80,783 at 6%; with 100% employer match about $90,881 at 4% or $60,587 at 6%.
Walton Lantaff Schroeder & Carson 401K Profit Sharing Plan-106$19,158,966$770,668$7,270iApproximate average salary by contribution assumption: employee only about $181,761 at 4% or $121,174 at 6%; with 50% employer match about $121,174 at 4% or $80,783 at 6%; with 100% employer match about $90,881 at 4% or $60,587 at 6%.
2006194$17,315,985$899,227$9,566iApproximate average salary by contribution assumption: employee only about $239,156 at 4% or $159,437 at 6%; with 50% employer match about $159,437 at 4% or $106,292 at 6%; with 100% employer match about $119,578 at 4% or $79,719 at 6%.
Walton Lantaff Schroeder & Carson 401K Profit Sharing Plan-94$17,315,985$899,227$9,566iApproximate average salary by contribution assumption: employee only about $239,156 at 4% or $159,437 at 6%; with 50% employer match about $159,437 at 4% or $106,292 at 6%; with 100% employer match about $119,578 at 4% or $79,719 at 6%.
20051107$16,085,603$882,707$8,250iApproximate average salary by contribution assumption: employee only about $206,240 at 4% or $137,493 at 6%; with 50% employer match about $137,493 at 4% or $91,662 at 6%; with 100% employer match about $103,120 at 4% or $68,747 at 6%.
Walton Lantaff Schroeder & Carson 401K Profit Sharing Plan-107$16,085,603$882,707$8,250iApproximate average salary by contribution assumption: employee only about $206,240 at 4% or $137,493 at 6%; with 50% employer match about $137,493 at 4% or $91,662 at 6%; with 100% employer match about $103,120 at 4% or $68,747 at 6%.
2004193$14,636,833$744,547$8,006iApproximate average salary by contribution assumption: employee only about $200,147 at 4% or $133,431 at 6%; with 50% employer match about $133,431 at 4% or $88,954 at 6%; with 100% employer match about $100,074 at 4% or $66,716 at 6%.
Walton Lantaff Schroeder & Carson 401K Profit Sharing Plan-93$14,636,833$744,547$8,006iApproximate average salary by contribution assumption: employee only about $200,147 at 4% or $133,431 at 6%; with 50% employer match about $133,431 at 4% or $88,954 at 6%; with 100% employer match about $100,074 at 4% or $66,716 at 6%.
2003188$13,164,672$702,465$7,983iApproximate average salary by contribution assumption: employee only about $199,564 at 4% or $133,043 at 6%; with 50% employer match about $133,043 at 4% or $88,695 at 6%; with 100% employer match about $99,782 at 4% or $66,521 at 6%.
Walton Lantaff Schroeder & Carson 401K Profit Sharing Plan-88$13,164,672$702,465$7,983iApproximate average salary by contribution assumption: employee only about $199,564 at 4% or $133,043 at 6%; with 50% employer match about $133,043 at 4% or $88,695 at 6%; with 100% employer match about $99,782 at 4% or $66,521 at 6%.
2002183$16,237,660$595,928$7,180iApproximate average salary by contribution assumption: employee only about $179,496 at 4% or $119,664 at 6%; with 50% employer match about $119,664 at 4% or $79,776 at 6%; with 100% employer match about $89,748 at 4% or $59,832 at 6%.
Walton Lantaff Schroeder & Carson 401K Profit Sharing Plan-83$16,237,660$595,928$7,180iApproximate average salary by contribution assumption: employee only about $179,496 at 4% or $119,664 at 6%; with 50% employer match about $119,664 at 4% or $79,776 at 6%; with 100% employer match about $89,748 at 4% or $59,832 at 6%.
2001173$17,866,382$537,600$7,364iApproximate average salary by contribution assumption: employee only about $184,110 at 4% or $122,740 at 6%; with 50% employer match about $122,740 at 4% or $81,826 at 6%; with 100% employer match about $92,055 at 4% or $61,370 at 6%.
Walton Lantaff Schroeder & Carson 401K Profit Sharing Plan-73$17,866,382$537,600$7,364iApproximate average salary by contribution assumption: employee only about $184,110 at 4% or $122,740 at 6%; with 50% employer match about $122,740 at 4% or $81,826 at 6%; with 100% employer match about $92,055 at 4% or $61,370 at 6%.
2000149$0$0-
Walton Lantaff Schroeder & Carson Restated Cafeteria Plan-49---
1999264$22,342,568$416,035$6,501iApproximate average salary by contribution assumption: employee only about $162,514 at 4% or $108,342 at 6%; with 50% employer match about $108,342 at 4% or $72,228 at 6%; with 100% employer match about $81,257 at 4% or $54,171 at 6%.
Walton Lantaff Schroeder & Carson 401K Profit Sharing Plan-64$22,342,568$416,035$6,501iApproximate average salary by contribution assumption: employee only about $162,514 at 4% or $108,342 at 6%; with 50% employer match about $108,342 at 4% or $72,228 at 6%; with 100% employer match about $81,257 at 4% or $54,171 at 6%.
Walton Lantaff Schroeder & Carson Restated Cafeteria Plan-46---