Civic Intelligence

James Monroe Walker

Plan context: James M. Walker Money Purchase Plan and Trust

EIN 59-1109859 • 15 filings • 4 plans

Current Snapshot

Latest Year

2014

2014 Participants

3

2014 Assets

$1,457,057

2014 Contributions

$101,204

Historical Graphs

Total Assets Over Time

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

$2,387,227$1,193,614$0200020072013YearValue
$1,457,057Latest year 2013

Participants Over Time

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

420200120072013YearValue
3Latest year 2013

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
201410$0$0-
James M. Walker Money Purchase Plan and Trust-0---
201313$1,457,057$0-
James M. Walker Money Purchase Plan and Trust-3$1,457,057--
201213$1,410,602$101,204$33,735iApproximate average salary by contribution assumption: employee only about $843,367 at 4% or $562,244 at 6%; with 50% employer match about $562,244 at 4% or $374,830 at 6%; with 100% employer match about $421,683 at 4% or $281,122 at 6%.
James M. Walker Money Purchase Plan and Trust-3$1,410,602$101,204$33,735iApproximate average salary by contribution assumption: employee only about $843,367 at 4% or $562,244 at 6%; with 50% employer match about $562,244 at 4% or $374,830 at 6%; with 100% employer match about $421,683 at 4% or $281,122 at 6%.
201114$2,387,227$103,510$25,878iApproximate average salary by contribution assumption: employee only about $646,938 at 4% or $431,292 at 6%; with 50% employer match about $431,292 at 4% or $287,528 at 6%; with 100% employer match about $323,469 at 4% or $215,646 at 6%.
James M. Walker Money Purchase Plan and Trust-4$2,387,227$103,510$25,878iApproximate average salary by contribution assumption: employee only about $646,938 at 4% or $431,292 at 6%; with 50% employer match about $431,292 at 4% or $287,528 at 6%; with 100% employer match about $323,469 at 4% or $215,646 at 6%.
201014$2,266,767$103,694$25,924iApproximate average salary by contribution assumption: employee only about $648,088 at 4% or $432,058 at 6%; with 50% employer match about $432,058 at 4% or $288,039 at 6%; with 100% employer match about $324,044 at 4% or $216,029 at 6%.
James M. Walker Money Purchase Plan and Trust-4$2,266,767$103,694$25,924iApproximate average salary by contribution assumption: employee only about $648,088 at 4% or $432,058 at 6%; with 50% employer match about $432,058 at 4% or $288,039 at 6%; with 100% employer match about $324,044 at 4% or $216,029 at 6%.
200914$2,146,664$103,550$25,888iApproximate average salary by contribution assumption: employee only about $647,188 at 4% or $431,458 at 6%; with 50% employer match about $431,458 at 4% or $287,639 at 6%; with 100% employer match about $323,594 at 4% or $215,729 at 6%.
James M. Walker Money Purchase Plan and Trust-4$2,146,664$103,550$25,888iApproximate average salary by contribution assumption: employee only about $647,188 at 4% or $431,458 at 6%; with 50% employer match about $431,458 at 4% or $287,639 at 6%; with 100% employer match about $323,594 at 4% or $215,729 at 6%.
200814$2,024,568$98,784$24,696iApproximate average salary by contribution assumption: employee only about $617,400 at 4% or $411,600 at 6%; with 50% employer match about $411,600 at 4% or $274,400 at 6%; with 100% employer match about $308,700 at 4% or $205,800 at 6%.
James M. Walker Money Purchase Plan and Trust-4$2,024,568$98,784$24,696iApproximate average salary by contribution assumption: employee only about $617,400 at 4% or $411,600 at 6%; with 50% employer match about $411,600 at 4% or $274,400 at 6%; with 100% employer match about $308,700 at 4% or $205,800 at 6%.
200714$1,906,967$98,072$24,518iApproximate average salary by contribution assumption: employee only about $612,950 at 4% or $408,633 at 6%; with 50% employer match about $408,633 at 4% or $272,422 at 6%; with 100% employer match about $306,475 at 4% or $204,317 at 6%.
James M. Walker Money Purchase Plan and Trust-4$1,906,967$98,072$24,518iApproximate average salary by contribution assumption: employee only about $612,950 at 4% or $408,633 at 6%; with 50% employer match about $408,633 at 4% or $272,422 at 6%; with 100% employer match about $306,475 at 4% or $204,317 at 6%.
200614$1,789,144$93,762$23,441iApproximate average salary by contribution assumption: employee only about $586,013 at 4% or $390,675 at 6%; with 50% employer match about $390,675 at 4% or $260,450 at 6%; with 100% employer match about $293,006 at 4% or $195,338 at 6%.
James M. Walker Money Purchase Plan and Trust-4$1,789,144$93,762$23,441iApproximate average salary by contribution assumption: employee only about $586,013 at 4% or $390,675 at 6%; with 50% employer match about $390,675 at 4% or $260,450 at 6%; with 100% employer match about $293,006 at 4% or $195,338 at 6%.
200514$1,676,852$91,181$22,795iApproximate average salary by contribution assumption: employee only about $569,881 at 4% or $379,921 at 6%; with 50% employer match about $379,921 at 4% or $253,281 at 6%; with 100% employer match about $284,941 at 4% or $189,960 at 6%.
James M. Walker Money Purchase Plan and Trust-4$1,676,852$91,181$22,795iApproximate average salary by contribution assumption: employee only about $569,881 at 4% or $379,921 at 6%; with 50% employer match about $379,921 at 4% or $253,281 at 6%; with 100% employer match about $284,941 at 4% or $189,960 at 6%.
200414$1,564,829$88,259$22,065iApproximate average salary by contribution assumption: employee only about $551,619 at 4% or $367,746 at 6%; with 50% employer match about $367,746 at 4% or $245,164 at 6%; with 100% employer match about $275,809 at 4% or $183,873 at 6%.
James M. Walker Money Purchase Plan and Trust-4$1,564,829$88,259$22,065iApproximate average salary by contribution assumption: employee only about $551,619 at 4% or $367,746 at 6%; with 50% employer match about $367,746 at 4% or $245,164 at 6%; with 100% employer match about $275,809 at 4% or $183,873 at 6%.
200314$1,465,800$86,854$21,714iApproximate average salary by contribution assumption: employee only about $542,838 at 4% or $361,892 at 6%; with 50% employer match about $361,892 at 4% or $241,261 at 6%; with 100% employer match about $271,419 at 4% or $180,946 at 6%.
James M. Walker Money Purchase Plan and Trust-4$1,465,800$86,854$21,714iApproximate average salary by contribution assumption: employee only about $542,838 at 4% or $361,892 at 6%; with 50% employer match about $361,892 at 4% or $241,261 at 6%; with 100% employer match about $271,419 at 4% or $180,946 at 6%.
200214$1,357,887$85,762$21,441iApproximate average salary by contribution assumption: employee only about $536,013 at 4% or $357,342 at 6%; with 50% employer match about $357,342 at 4% or $238,228 at 6%; with 100% employer match about $268,006 at 4% or $178,671 at 6%.
James M. Walker Money Purchase Plan and Trust-4$1,357,887$85,762$21,441iApproximate average salary by contribution assumption: employee only about $536,013 at 4% or $357,342 at 6%; with 50% employer match about $357,342 at 4% or $238,228 at 6%; with 100% employer match about $268,006 at 4% or $178,671 at 6%.
200114$1,281,795$51,486$12,872iApproximate average salary by contribution assumption: employee only about $321,788 at 4% or $214,525 at 6%; with 50% employer match about $214,525 at 4% or $143,017 at 6%; with 100% employer match about $160,894 at 4% or $107,263 at 6%.
James M. Walker Money Purchase Plan and Trust-4$1,281,795$51,486$12,872iApproximate average salary by contribution assumption: employee only about $321,788 at 4% or $214,525 at 6%; with 50% employer match about $214,525 at 4% or $143,017 at 6%; with 100% employer match about $160,894 at 4% or $107,263 at 6%.
200010$1,200,571$48,033-
James M. Walker Money Purchase Plan and Trust-0$1,200,571$48,033-