Civic Intelligence

Wallace, Welch & Willingham Inc.

Plan context: Wallace Welch & Willingham Inc. 401(K) Retirement Plan

EIN 59-1203168 • St Petersburg, FL • 50 filings • 12 plans

300 1st Ave SSt Petersburg, FL 33701-4209
Current Snapshot

Latest Year

2024

2024 Participants

145

2024 Assets

$17,905,548

2024 Contributions

$1,009,473

Historical Graphs

Total Assets Over Time

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

$17,905,548$8,952,774$0199920142023YearValue
$17,905,548Latest year 2023

Participants Over Time

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

145730199920112023YearValue
145Latest year 2023

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
202420$0$1,009,473-
Wallace Welch & Willingham Health & Welfare Plan-0---
Wallace Welch & Willingham Inc. 401(K) Retirement Plan-0-$1,009,473-
20232145$17,905,548$1,869,089$12,890iApproximate average salary by contribution assumption: employee only about $322,257 at 4% or $214,838 at 6%; with 50% employer match about $214,838 at 4% or $143,225 at 6%; with 100% employer match about $161,128 at 4% or $107,419 at 6%.
Wallace Welch & Willingham Inc. 401(K) Retirement Plan-145$17,905,548$1,869,089$12,890iApproximate average salary by contribution assumption: employee only about $322,257 at 4% or $214,838 at 6%; with 50% employer match about $214,838 at 4% or $143,225 at 6%; with 100% employer match about $161,128 at 4% or $107,419 at 6%.
Wallace Welch & Willingham Health & Welfare Plan-130---
20222127$14,627,075$1,528,817$12,038iApproximate average salary by contribution assumption: employee only about $300,948 at 4% or $200,632 at 6%; with 50% employer match about $200,632 at 4% or $133,755 at 6%; with 100% employer match about $150,474 at 4% or $100,316 at 6%.
Wallace Welch & Willingham Inc. 401(K) Retirement Plan-127$14,627,075$1,528,817$12,038iApproximate average salary by contribution assumption: employee only about $300,948 at 4% or $200,632 at 6%; with 50% employer match about $200,632 at 4% or $133,755 at 6%; with 100% employer match about $150,474 at 4% or $100,316 at 6%.
Wallace Welch & Willingham Health & Welfare Plan-124---
20213119$17,406,678$1,145,437$9,626iApproximate average salary by contribution assumption: employee only about $240,638 at 4% or $160,425 at 6%; with 50% employer match about $160,425 at 4% or $106,950 at 6%; with 100% employer match about $120,319 at 4% or $80,213 at 6%.
Wallace Welch & Willingham Inc. 401(K) Retirement Plan-119$17,406,678$1,145,437$9,626iApproximate average salary by contribution assumption: employee only about $240,638 at 4% or $160,425 at 6%; with 50% employer match about $160,425 at 4% or $106,950 at 6%; with 100% employer match about $120,319 at 4% or $80,213 at 6%.
Wallace Welch & Willingham Inc. Ltd Plan-0---
Wallace Welch & Willingham Health & Welfare Plan-113---
20203113$15,210,955$1,057,001$9,354iApproximate average salary by contribution assumption: employee only about $233,850 at 4% or $155,900 at 6%; with 50% employer match about $155,900 at 4% or $103,933 at 6%; with 100% employer match about $116,925 at 4% or $77,950 at 6%.
Wallace Welch & Willingham Inc. 401(K) Retirement Plan-113$15,210,955$1,057,001$9,354iApproximate average salary by contribution assumption: employee only about $233,850 at 4% or $155,900 at 6%; with 50% employer match about $155,900 at 4% or $103,933 at 6%; with 100% employer match about $116,925 at 4% or $77,950 at 6%.
Wallace Welch & Willingham Health & Welfare Plan-107---
Wallace Welch & Willingham Inc. Ltd Plan-107---
20193126$11,810,896$1,077,287$8,550iApproximate average salary by contribution assumption: employee only about $213,747 at 4% or $142,498 at 6%; with 50% employer match about $142,498 at 4% or $94,999 at 6%; with 100% employer match about $106,874 at 4% or $71,249 at 6%.
Wallace Welch & Willingham Inc. 401(K) Retirement Plan-126$11,810,896$1,077,287$8,550iApproximate average salary by contribution assumption: employee only about $213,747 at 4% or $142,498 at 6%; with 50% employer match about $142,498 at 4% or $94,999 at 6%; with 100% employer match about $106,874 at 4% or $71,249 at 6%.
Wallace Welch & Willingham Health & Welfare Plan-105---
Wallace Welch & Willingham Inc. Ltd Plan-105---
20181115$8,697,611$1,095,365$9,525iApproximate average salary by contribution assumption: employee only about $238,123 at 4% or $158,749 at 6%; with 50% employer match about $158,749 at 4% or $105,832 at 6%; with 100% employer match about $119,061 at 4% or $79,374 at 6%.
Wallace Welch & Willingham Inc. 401(K) Retirement Plan-115$8,697,611$1,095,365$9,525iApproximate average salary by contribution assumption: employee only about $238,123 at 4% or $158,749 at 6%; with 50% employer match about $158,749 at 4% or $105,832 at 6%; with 100% employer match about $119,061 at 4% or $79,374 at 6%.
20171100$8,450,531$728,226$7,282iApproximate average salary by contribution assumption: employee only about $182,057 at 4% or $121,371 at 6%; with 50% employer match about $121,371 at 4% or $80,914 at 6%; with 100% employer match about $91,028 at 4% or $60,686 at 6%.
Wallace Welch & Willingham Inc. 401(K) Retirement Plan-100$8,450,531$728,226$7,282iApproximate average salary by contribution assumption: employee only about $182,057 at 4% or $121,371 at 6%; with 50% employer match about $121,371 at 4% or $80,914 at 6%; with 100% employer match about $91,028 at 4% or $60,686 at 6%.
2016198$6,925,161$847,774$8,651iApproximate average salary by contribution assumption: employee only about $216,269 at 4% or $144,179 at 6%; with 50% employer match about $144,179 at 4% or $96,120 at 6%; with 100% employer match about $108,134 at 4% or $72,090 at 6%.
Wallace Welch & Willingham Inc. 401(K) Retirement Plan-98$6,925,161$847,774$8,651iApproximate average salary by contribution assumption: employee only about $216,269 at 4% or $144,179 at 6%; with 50% employer match about $144,179 at 4% or $96,120 at 6%; with 100% employer match about $108,134 at 4% or $72,090 at 6%.
2015196$6,144,656$719,124$7,491iApproximate average salary by contribution assumption: employee only about $187,272 at 4% or $124,848 at 6%; with 50% employer match about $124,848 at 4% or $83,232 at 6%; with 100% employer match about $93,636 at 4% or $62,424 at 6%.
Wallace Welch & Willingham Inc. 401(K) Retirement Plan-96$6,144,656$719,124$7,491iApproximate average salary by contribution assumption: employee only about $187,272 at 4% or $124,848 at 6%; with 50% employer match about $124,848 at 4% or $83,232 at 6%; with 100% employer match about $93,636 at 4% or $62,424 at 6%.
2014285$5,852,992$1,100,495$12,947iApproximate average salary by contribution assumption: employee only about $323,675 at 4% or $215,783 at 6%; with 50% employer match about $215,783 at 4% or $143,856 at 6%; with 100% employer match about $161,838 at 4% or $107,892 at 6%.
Wallace Welch & Willingham Inc. 401(K) Retirement Plan-85$5,852,992$1,100,495$12,947iApproximate average salary by contribution assumption: employee only about $323,675 at 4% or $215,783 at 6%; with 50% employer match about $215,783 at 4% or $143,856 at 6%; with 100% employer match about $161,838 at 4% or $107,892 at 6%.
Wallace, Welch & Willingham Inc. Employee Stock Ownership Plan-0---
2013280$7,170,859$474,774$5,935iApproximate average salary by contribution assumption: employee only about $148,367 at 4% or $98,911 at 6%; with 50% employer match about $98,911 at 4% or $65,941 at 6%; with 100% employer match about $74,183 at 4% or $49,456 at 6%.
Wallace Welch & Willingham Inc. 401(K) Retirement Plan-80$4,507,526$474,774$5,935iApproximate average salary by contribution assumption: employee only about $148,367 at 4% or $98,911 at 6%; with 50% employer match about $98,911 at 4% or $65,941 at 6%; with 100% employer match about $74,183 at 4% or $49,456 at 6%.
Wallace, Welch & Willingham Inc. Employee Stock Ownership Plan-60$2,663,333--
2012273$6,076,241$394,697$5,407iApproximate average salary by contribution assumption: employee only about $135,170 at 4% or $90,113 at 6%; with 50% employer match about $90,113 at 4% or $60,076 at 6%; with 100% employer match about $67,585 at 4% or $45,057 at 6%.
Wallace Welch & Willingham Inc. 401(K) Retirement Plan-73$3,337,709$298,697$4,092iApproximate average salary by contribution assumption: employee only about $102,293 at 4% or $68,196 at 6%; with 50% employer match about $68,196 at 4% or $45,464 at 6%; with 100% employer match about $51,147 at 4% or $34,098 at 6%.
Wallace, Welch & Willingham Inc. Employee Stock Ownership Plan-59$2,738,532$96,000$1,627iApproximate average salary by contribution assumption: employee only about $40,678 at 4% or $27,119 at 6%; with 50% employer match about $27,119 at 4% or $18,079 at 6%; with 100% employer match about $20,339 at 4% or $13,559 at 6%.
2011272$5,886,484$337,503$4,688iApproximate average salary by contribution assumption: employee only about $117,189 at 4% or $78,126 at 6%; with 50% employer match about $78,126 at 4% or $52,084 at 6%; with 100% employer match about $58,594 at 4% or $39,063 at 6%.
Wallace Welch & Willingham Inc. 401(K) Retirement Plan-72$2,957,161$287,503$3,993iApproximate average salary by contribution assumption: employee only about $99,827 at 4% or $66,552 at 6%; with 50% employer match about $66,552 at 4% or $44,368 at 6%; with 100% employer match about $49,914 at 4% or $33,276 at 6%.
Wallace, Welch & Willingham Inc. Employee Stock Ownership Plan-54$2,929,323$50,000$926iApproximate average salary by contribution assumption: employee only about $23,148 at 4% or $15,432 at 6%; with 50% employer match about $15,432 at 4% or $10,288 at 6%; with 100% employer match about $11,574 at 4% or $7,716 at 6%.
2010281$6,010,595$465,634$5,749iApproximate average salary by contribution assumption: employee only about $143,714 at 4% or $95,809 at 6%; with 50% employer match about $95,809 at 4% or $63,873 at 6%; with 100% employer match about $71,857 at 4% or $47,905 at 6%.
Wallace Welch & Willingham Inc. 401(K) Retirement Plan-81$3,238,899$364,608$4,501iApproximate average salary by contribution assumption: employee only about $112,533 at 4% or $75,022 at 6%; with 50% employer match about $75,022 at 4% or $50,015 at 6%; with 100% employer match about $56,267 at 4% or $37,511 at 6%.
Wallace, Welch & Willingham Inc. Employee Stock Ownership Plan-64$2,771,696$101,026$1,579iApproximate average salary by contribution assumption: employee only about $39,463 at 4% or $26,309 at 6%; with 50% employer match about $26,309 at 4% or $17,539 at 6%; with 100% employer match about $19,732 at 4% or $13,154 at 6%.
2009284$5,661,966$286,254$3,408iApproximate average salary by contribution assumption: employee only about $85,195 at 4% or $56,796 at 6%; with 50% employer match about $56,796 at 4% or $37,864 at 6%; with 100% employer match about $42,597 at 4% or $28,398 at 6%.
Wallace Welch & Willingham Inc. 401(K) Retirement Plan-84$2,849,200$284,634$3,389iApproximate average salary by contribution assumption: employee only about $84,713 at 4% or $56,475 at 6%; with 50% employer match about $56,475 at 4% or $37,650 at 6%; with 100% employer match about $42,356 at 4% or $28,238 at 6%.
Wallace, Welch & Willingham Inc. Employee Stock Ownership Plan-65$2,812,766$1,620$25iApproximate average salary by contribution assumption: employee only about $623 at 4% or $415 at 6%; with 50% employer match about $415 at 4% or $277 at 6%; with 100% employer match about $312 at 4% or $208 at 6%.
2008290$0$0-
Wallace Welch & Willingham Inc. 401(K) Retirement Plan-90---
Wallace, Welch & Willingham Inc. Employee Stock Ownership Plan-61---
2007279$0$0-
Wallace, Welch & Willingham Inc. Employee Stock Ownership Plan-54---
Wallace Welch & Willingham Inc. 401(K) Retirement Plan-79---
2006275$7,570,462$540,735$7,210iApproximate average salary by contribution assumption: employee only about $180,245 at 4% or $120,163 at 6%; with 50% employer match about $120,163 at 4% or $80,109 at 6%; with 100% employer match about $90,123 at 4% or $60,082 at 6%.
Wallace, Welch & Willingham Inc. Employee Stock Ownership Plan-50$5,075,053$101$2iApproximate average salary by contribution assumption: employee only about $51 at 4% or $34 at 6%; with 50% employer match about $34 at 4% or $22 at 6%; with 100% employer match about $25 at 4% or $17 at 6%.
Wallace Welch & Willingham Inc. 401(K) Retirement Plan-75$2,495,409$540,634$7,208iApproximate average salary by contribution assumption: employee only about $180,211 at 4% or $120,141 at 6%; with 50% employer match about $120,141 at 4% or $80,094 at 6%; with 100% employer match about $90,106 at 4% or $60,070 at 6%.
2005251$6,147,196$419,439$8,224iApproximate average salary by contribution assumption: employee only about $205,607 at 4% or $137,072 at 6%; with 50% employer match about $137,072 at 4% or $91,381 at 6%; with 100% employer match about $102,804 at 4% or $68,536 at 6%.
Wallace, Welch & Willingham Inc. Employee Stock Ownership Plan-47$4,429,191$115,000$2,447iApproximate average salary by contribution assumption: employee only about $61,170 at 4% or $40,780 at 6%; with 50% employer match about $40,780 at 4% or $27,187 at 6%; with 100% employer match about $30,585 at 4% or $20,390 at 6%.
Wallace Welch & Willingham Inc. 401(K) Retirement Plan-51$1,718,005$304,439$5,969iApproximate average salary by contribution assumption: employee only about $149,235 at 4% or $99,490 at 6%; with 50% employer match about $99,490 at 4% or $66,327 at 6%; with 100% employer match about $74,617 at 4% or $49,745 at 6%.
2004246$4,863,360$545,648$11,862iApproximate average salary by contribution assumption: employee only about $296,548 at 4% or $197,699 at 6%; with 50% employer match about $197,699 at 4% or $131,799 at 6%; with 100% employer match about $148,274 at 4% or $98,849 at 6%.
Wallace, Welch & Willingham Inc. Employee Stock Ownership Plan-46$3,563,300$5,000$109iApproximate average salary by contribution assumption: employee only about $2,717 at 4% or $1,812 at 6%; with 50% employer match about $1,812 at 4% or $1,208 at 6%; with 100% employer match about $1,359 at 4% or $906 at 6%.
Wallace Welch & Willingham Inc. 401(K) Retirement Plan-46$1,300,060$540,648$11,753iApproximate average salary by contribution assumption: employee only about $293,830 at 4% or $195,887 at 6%; with 50% employer match about $195,887 at 4% or $130,591 at 6%; with 100% employer match about $146,915 at 4% or $97,943 at 6%.
2003245$0$0-
Wallace Welch & Willingham Inc. 401(K) Retirement Plan-41---
Wallace, Welch & Willingham Inc. Employee Stock Ownership Plan-45---
2002241$565,492$126,295$3,080iApproximate average salary by contribution assumption: employee only about $77,009 at 4% or $51,339 at 6%; with 50% employer match about $51,339 at 4% or $34,226 at 6%; with 100% employer match about $38,505 at 4% or $25,670 at 6%.
Wallace Welch & Willingham Inc. 401(K) Retirement Plan-41$565,492$126,295$3,080iApproximate average salary by contribution assumption: employee only about $77,009 at 4% or $51,339 at 6%; with 50% employer match about $51,339 at 4% or $34,226 at 6%; with 100% employer match about $38,505 at 4% or $25,670 at 6%.
Wallace, Welch & Willingham Inc. Employee Stock Ownership Plan-41---
2001243$0$0-
Wallace Welch & Willingham Inc. 401(K) Retirement Plan-43---
Wallace, Welch & Willingham Inc. Employee Stock Ownership Plan-0---
2000247$0$0-
Wallace, Welch & Willingham Inc. Employee Stock Ownership Plan-44---
Wallace Welch & Willingham Inc. 401(K) Retirement Plan-47---
1999142$1,969,880$213,000$5,071iApproximate average salary by contribution assumption: employee only about $126,786 at 4% or $84,524 at 6%; with 50% employer match about $84,524 at 4% or $56,349 at 6%; with 100% employer match about $63,393 at 4% or $42,262 at 6%.
Wallace, Welch & Willingham Inc. Employee Stock Ownership Plan-42$1,969,880$213,000$5,071iApproximate average salary by contribution assumption: employee only about $126,786 at 4% or $84,524 at 6%; with 50% employer match about $84,524 at 4% or $56,349 at 6%; with 100% employer match about $63,393 at 4% or $42,262 at 6%.