Wright, Walker & Company, P.A.
Plan context: S. R. WRIGHT & COMPANY, P. A. 401(K) PLAN
EIN 59-1539330 • Winter Haven, FL • 12 filings • 4 plans
Current Snapshot
Latest Year
2010
2010 Participants
7
2010 Assets
$249,988
2010 Contributions
$61,454
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 |
|---|---|---|---|---|---|
| 2010 | 1 | 0 | $0 | $61,454 | - |
| S. R. WRIGHT & COMPANY, P. A. 401(K) PLAN | - | 0 | $0 | $61,454 | - |
| 2009 | 1 | 7 | $249,988 | $70,859 | $10,123iApproximate average salary by contribution assumption: employee only about $253,068 at 4% or $168,712 at 6%; with 50% employer match about $168,712 at 4% or $112,475 at 6%; with 100% employer match about $126,534 at 4% or $84,356 at 6%. |
| S. R. WRIGHT & COMPANY, P. A. 401(K) PLAN | - | 7 | $249,988 | $70,859 | $10,123iApproximate average salary by contribution assumption: employee only about $253,068 at 4% or $168,712 at 6%; with 50% employer match about $168,712 at 4% or $112,475 at 6%; with 100% employer match about $126,534 at 4% or $84,356 at 6%. |
| 2008 | 1 | 10 | $0 | $0 | - |
| S. R. WRIGHT & COMPANY, P. A. 401K PLAN | - | 10 | - | - | - |
| 2007 | 1 | 8 | $145,189 | $57,412 | $7,177iApproximate average salary by contribution assumption: employee only about $179,413 at 4% or $119,608 at 6%; with 50% employer match about $119,608 at 4% or $79,739 at 6%; with 100% employer match about $89,706 at 4% or $59,804 at 6%. |
| S. R. WRIGHT & COMPANY, P. A. 401K PLAN | - | 8 | $145,189 | $57,412 | $7,177iApproximate average salary by contribution assumption: employee only about $179,413 at 4% or $119,608 at 6%; with 50% employer match about $119,608 at 4% or $79,739 at 6%; with 100% employer match about $89,706 at 4% or $59,804 at 6%. |
| 2006 | 1 | 9 | $81,952 | $39,496 | $4,388iApproximate average salary by contribution assumption: employee only about $109,711 at 4% or $73,141 at 6%; with 50% employer match about $73,141 at 4% or $48,760 at 6%; with 100% employer match about $54,856 at 4% or $36,570 at 6%. |
| S. R. WRIGHT & COMPANY, P. A. 401K PLAN | - | 9 | $81,952 | $39,496 | $4,388iApproximate average salary by contribution assumption: employee only about $109,711 at 4% or $73,141 at 6%; with 50% employer match about $73,141 at 4% or $48,760 at 6%; with 100% employer match about $54,856 at 4% or $36,570 at 6%. |
| 2005 | 1 | 9 | $0 | $0 | - |
| S. R. WRIGHT & COMPANY, P. A. 401K PLAN | - | 9 | - | - | - |
| 2004 | 1 | 0 | $0 | $0 | - |
| Wright, Walker & Company, P.A. Profit Sharing Plan | - | 0 | - | - | - |
| 2003 | 1 | 6 | $242,866 | $20,000 | $3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%. |
| Wright, Walker & Company, P.A. Profit Sharing Plan | - | 6 | $242,866 | $20,000 | $3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%. |
| 2002 | 1 | 5 | $0 | $0 | - |
| Wright, Walker & Company, P.A. Profit Sharing Plan | - | 5 | - | - | - |
| 2001 | 1 | 5 | $0 | $0 | - |
| Wright, Walker & Company, P.A. Profit Sharing Plan | - | 5 | - | - | - |
| 2000 | 1 | 9 | $235,323 | $20,000 | $2,222iApproximate average salary by contribution assumption: employee only about $55,556 at 4% or $37,037 at 6%; with 50% employer match about $37,037 at 4% or $24,691 at 6%; with 100% employer match about $27,778 at 4% or $18,519 at 6%. |
| Wright, Walker & Company, P.A. Profit Sharing Plan | - | 9 | $235,323 | $20,000 | $2,222iApproximate average salary by contribution assumption: employee only about $55,556 at 4% or $37,037 at 6%; with 50% employer match about $37,037 at 4% or $24,691 at 6%; with 100% employer match about $27,778 at 4% or $18,519 at 6%. |
| 1999 | 1 | 7 | $360,017 | $30,000 | $4,286iApproximate average salary by contribution assumption: employee only about $107,143 at 4% or $71,429 at 6%; with 50% employer match about $71,429 at 4% or $47,619 at 6%; with 100% employer match about $53,571 at 4% or $35,714 at 6%. |
| Wright, Walker & Company, P.A. Profit Sharing Plan | - | 7 | $360,017 | $30,000 | $4,286iApproximate average salary by contribution assumption: employee only about $107,143 at 4% or $71,429 at 6%; with 50% employer match about $71,429 at 4% or $47,619 at 6%; with 100% employer match about $53,571 at 4% or $35,714 at 6%. |