William R Wallace CPA Pa
Plan context: William R Wallace CPA Pa 401K Profit Sharing Plan
EIN 59-1565111 • Clearwater, FL • 13 filings • 2 plans
Current Snapshot
Latest Year
2011
2011 Participants
2
2011 Assets
$1,735,890
2011 Contributions
$4,200
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 |
|---|---|---|---|---|---|
| 2011 | 1 | 0 | $0 | $0 | - |
| William R Wallace CPA Pa 401K Profit Sharing Plan | - | 0 | $0 | - | - |
| 2010 | 1 | 2 | $1,735,890 | $0 | - |
| William R Wallace CPA Pa 401K Profit Sharing Plan | - | 2 | $1,735,890 | - | - |
| 2009 | 1 | 2 | $1,873,580 | $0 | - |
| William R Wallace CPA Pa 401K Profit Sharing Plan | - | 2 | $1,873,580 | - | - |
| 2008 | 1 | 2 | $0 | $0 | - |
| William R Wallace CPA Pa 401K Profit Sharing Plan | - | 2 | - | - | - |
| 2007 | 1 | 2 | $0 | $0 | - |
| William R Wallace CPA Pa 401K Profit Sharing Plan | - | 2 | - | - | - |
| 2006 | 1 | 2 | $2,394,647 | $0 | - |
| William R Wallace CPA Pa 401K Profit Sharing Plan | - | 2 | $2,394,647 | - | - |
| 2005 | 1 | 2 | $2,120,204 | $0 | - |
| William R Wallace CPA Pa 401K Profit Sharing Plan | - | 2 | $2,120,204 | - | - |
| 2004 | 1 | 2 | $1,932,491 | $0 | - |
| William R Wallace CPA Pa 401K Profit Sharing Plan | - | 2 | $1,932,491 | - | - |
| 2003 | 1 | 2 | $0 | $0 | - |
| William R Wallace CPA Pa 401K Profit Sharing Plan | - | 2 | - | - | - |
| 2002 | 1 | 2 | $1,370,822 | $0 | - |
| William R Wallace CPA Pa 401K Profit Sharing Plan | - | 2 | $1,370,822 | - | - |
| 2001 | 1 | 2 | $0 | $0 | - |
| William R Wallace CPA Pa 401K Profit Sharing Plan | - | 2 | - | - | - |
| 2000 | 1 | 2 | $0 | $0 | - |
| William R Wallace CPA Pa 401K Profit Sharing Plan | - | 2 | - | - | - |
| 1999 | 1 | 2 | $1,922,849 | $4,200 | $2,100iApproximate average salary by contribution assumption: employee only about $52,500 at 4% or $35,000 at 6%; with 50% employer match about $35,000 at 4% or $23,333 at 6%; with 100% employer match about $26,250 at 4% or $17,500 at 6%. |
| William R Wallace CPA Pa 401K Profit Sharing Plan | - | 2 | $1,922,849 | $4,200 | $2,100iApproximate average salary by contribution assumption: employee only about $52,500 at 4% or $35,000 at 6%; with 50% employer match about $35,000 at 4% or $23,333 at 6%; with 100% employer match about $26,250 at 4% or $17,500 at 6%. |