Michael K. Walker & Associates Inc.
Plan context: Michael K. Walker & Associates Inc. Profit Sharing Plan and Trust
EIN 59-2249192 • Sarasota, FL • 41 filings • 4 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$2,223,766
2025 Contributions
$8,050
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 5 | $2,223,766 | $8,050 | $1,610iApproximate average salary by contribution assumption: employee only about $40,250 at 4% or $26,833 at 6%; with 50% employer match about $26,833 at 4% or $17,889 at 6%; with 100% employer match about $20,125 at 4% or $13,417 at 6%. |
| Michael K. Walker & Associates Inc. Profit Sharing Plan and Trust | - | 5 | $2,223,766 | $8,050 | $1,610iApproximate average salary by contribution assumption: employee only about $40,250 at 4% or $26,833 at 6%; with 50% employer match about $26,833 at 4% or $17,889 at 6%; with 100% employer match about $20,125 at 4% or $13,417 at 6%. |
| 2024 | 1 | 7 | $2,054,657 | $74,298 | $10,614iApproximate average salary by contribution assumption: employee only about $265,350 at 4% or $176,900 at 6%; with 50% employer match about $176,900 at 4% or $117,933 at 6%; with 100% employer match about $132,675 at 4% or $88,450 at 6%. |
| Michael K. Walker & Associates Inc. Profit Sharing Plan and Trust | - | 7 | $2,054,657 | $74,298 | $10,614iApproximate average salary by contribution assumption: employee only about $265,350 at 4% or $176,900 at 6%; with 50% employer match about $176,900 at 4% or $117,933 at 6%; with 100% employer match about $132,675 at 4% or $88,450 at 6%. |
| 2023 | 2 | 7 | $1,859,213 | $59,275 | $8,468iApproximate average salary by contribution assumption: employee only about $211,696 at 4% or $141,131 at 6%; with 50% employer match about $141,131 at 4% or $94,087 at 6%; with 100% employer match about $105,848 at 4% or $70,565 at 6%. |
| Michael K. Walker & Associates Inc. Profit Sharing Plan and Trust | - | 7 | $1,859,213 | $59,275 | $8,468iApproximate average salary by contribution assumption: employee only about $211,696 at 4% or $141,131 at 6%; with 50% employer match about $141,131 at 4% or $94,087 at 6%; with 100% employer match about $105,848 at 4% or $70,565 at 6%. |
| MICHAEL K. WALKER & ASSOCIATES, INC. CASH BALANCE PLAN | - | 0 | $0 | - | - |
| 2022 | 2 | 7 | $2,233,932 | $198,106 | $28,301iApproximate average salary by contribution assumption: employee only about $707,521 at 4% or $471,681 at 6%; with 50% employer match about $471,681 at 4% or $314,454 at 6%; with 100% employer match about $353,761 at 4% or $235,840 at 6%. |
| Michael K. Walker & Associates Inc. Profit Sharing Plan and Trust | - | 7 | $1,671,278 | $83,925 | $11,989iApproximate average salary by contribution assumption: employee only about $299,732 at 4% or $199,821 at 6%; with 50% employer match about $199,821 at 4% or $133,214 at 6%; with 100% employer match about $149,866 at 4% or $99,911 at 6%. |
| MICHAEL K. WALKER & ASSOCIATES, INC. CASH BALANCE PLAN | - | 6 | $562,654 | $114,181 | $19,030iApproximate average salary by contribution assumption: employee only about $475,754 at 4% or $317,169 at 6%; with 50% employer match about $317,169 at 4% or $211,446 at 6%; with 100% employer match about $237,877 at 4% or $158,585 at 6%. |
| 2021 | 2 | 9 | $2,263,046 | $83,900 | $9,322iApproximate average salary by contribution assumption: employee only about $233,056 at 4% or $155,370 at 6%; with 50% employer match about $155,370 at 4% or $103,580 at 6%; with 100% employer match about $116,528 at 4% or $77,685 at 6%. |
| Michael K. Walker & Associates Inc. Profit Sharing Plan and Trust | - | 9 | $1,739,001 | $83,900 | $9,322iApproximate average salary by contribution assumption: employee only about $233,056 at 4% or $155,370 at 6%; with 50% employer match about $155,370 at 4% or $103,580 at 6%; with 100% employer match about $116,528 at 4% or $77,685 at 6%. |
| MICHAEL K. WALKER & ASSOCIATES, INC. CASH BALANCE PLAN | - | 7 | $524,045 | - | - |
| 2020 | 2 | 8 | $2,162,859 | $197,650 | $24,706iApproximate average salary by contribution assumption: employee only about $617,656 at 4% or $411,771 at 6%; with 50% employer match about $411,771 at 4% or $274,514 at 6%; with 100% employer match about $308,828 at 4% or $205,885 at 6%. |
| Michael K. Walker & Associates Inc. Profit Sharing Plan and Trust | - | 8 | $1,696,575 | $97,650 | $12,206iApproximate average salary by contribution assumption: employee only about $305,156 at 4% or $203,438 at 6%; with 50% employer match about $203,438 at 4% or $135,625 at 6%; with 100% employer match about $152,578 at 4% or $101,719 at 6%. |
| MICHAEL K. WALKER & ASSOCIATES, INC. CASH BALANCE PLAN | - | 7 | $466,284 | $100,000 | $14,286iApproximate average salary by contribution assumption: employee only about $357,143 at 4% or $238,095 at 6%; with 50% employer match about $238,095 at 4% or $158,730 at 6%; with 100% employer match about $178,571 at 4% or $119,048 at 6%. |
| 2019 | 2 | 10 | $1,835,715 | $204,765 | $20,477iApproximate average salary by contribution assumption: employee only about $511,913 at 4% or $341,275 at 6%; with 50% employer match about $341,275 at 4% or $227,517 at 6%; with 100% employer match about $255,956 at 4% or $170,638 at 6%. |
| Michael K. Walker & Associates Inc. Profit Sharing Plan and Trust | - | 10 | $1,510,205 | $104,765 | $10,477iApproximate average salary by contribution assumption: employee only about $261,913 at 4% or $174,608 at 6%; with 50% employer match about $174,608 at 4% or $116,406 at 6%; with 100% employer match about $130,956 at 4% or $87,304 at 6%. |
| MICHAEL K. WALKER & ASSOCIATES, INC. CASH BALANCE PLAN | - | 7 | $325,510 | $100,000 | $14,286iApproximate average salary by contribution assumption: employee only about $357,143 at 4% or $238,095 at 6%; with 50% employer match about $238,095 at 4% or $158,730 at 6%; with 100% employer match about $178,571 at 4% or $119,048 at 6%. |
| 2018 | 2 | 11 | $1,553,976 | $215,664 | $19,606iApproximate average salary by contribution assumption: employee only about $490,145 at 4% or $326,764 at 6%; with 50% employer match about $326,764 at 4% or $217,842 at 6%; with 100% employer match about $245,073 at 4% or $163,382 at 6%. |
| Michael K. Walker & Associates Inc. Profit Sharing Plan and Trust | - | 11 | $1,354,472 | $115,664 | $10,515iApproximate average salary by contribution assumption: employee only about $262,873 at 4% or $175,248 at 6%; with 50% employer match about $175,248 at 4% or $116,832 at 6%; with 100% employer match about $131,436 at 4% or $87,624 at 6%. |
| MICHAEL K. WALKER & ASSOCIATES, INC. CASH BALANCE PLAN | - | 9 | $199,504 | $100,000 | $11,111iApproximate average salary by contribution assumption: employee only about $277,778 at 4% or $185,185 at 6%; with 50% employer match about $185,185 at 4% or $123,457 at 6%; with 100% employer match about $138,889 at 4% or $92,593 at 6%. |
| 2017 | 2 | 11 | $1,343,706 | $190,000 | $17,273iApproximate average salary by contribution assumption: employee only about $431,818 at 4% or $287,879 at 6%; with 50% employer match about $287,879 at 4% or $191,919 at 6%; with 100% employer match about $215,909 at 4% or $143,939 at 6%. |
| Michael K. Walker & Associates Inc. Profit Sharing Plan and Trust | - | 11 | $1,243,706 | $90,000 | $8,182iApproximate average salary by contribution assumption: employee only about $204,545 at 4% or $136,364 at 6%; with 50% employer match about $136,364 at 4% or $90,909 at 6%; with 100% employer match about $102,273 at 4% or $68,182 at 6%. |
| MICHAEL K. WALKER & ASSOCIATES, INC. CASH BALANCE PLAN | - | 10 | $100,000 | $100,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| 2016 | 1 | 7 | $1,103,535 | $90,000 | $12,857iApproximate average salary by contribution assumption: employee only about $321,429 at 4% or $214,286 at 6%; with 50% employer match about $214,286 at 4% or $142,857 at 6%; with 100% employer match about $160,714 at 4% or $107,143 at 6%. |
| Michael K. Walker & Associates Inc. Profit Sharing Plan and Trust | - | 7 | $1,103,535 | $90,000 | $12,857iApproximate average salary by contribution assumption: employee only about $321,429 at 4% or $214,286 at 6%; with 50% employer match about $214,286 at 4% or $142,857 at 6%; with 100% employer match about $160,714 at 4% or $107,143 at 6%. |
| 2015 | 1 | 6 | $980,925 | $90,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| Michael K. Walker & Associates Inc. Profit Sharing Plan and Trust | - | 6 | $980,925 | $90,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| 2014 | 1 | 6 | $892,385 | $90,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| Michael K. Walker & Associates Inc. Profit Sharing Plan and Trust | - | 6 | $892,385 | $90,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| 2013 | 1 | 6 | $800,985 | $85,000 | $14,167iApproximate average salary by contribution assumption: employee only about $354,167 at 4% or $236,111 at 6%; with 50% employer match about $236,111 at 4% or $157,407 at 6%; with 100% employer match about $177,083 at 4% or $118,056 at 6%. |
| Michael K. Walker & Associates Inc. Profit Sharing Plan and Trust | - | 6 | $800,985 | $85,000 | $14,167iApproximate average salary by contribution assumption: employee only about $354,167 at 4% or $236,111 at 6%; with 50% employer match about $236,111 at 4% or $157,407 at 6%; with 100% employer match about $177,083 at 4% or $118,056 at 6%. |
| 2012 | 1 | 5 | $713,066 | $85,950 | $17,190iApproximate average salary by contribution assumption: employee only about $429,750 at 4% or $286,500 at 6%; with 50% employer match about $286,500 at 4% or $191,000 at 6%; with 100% employer match about $214,875 at 4% or $143,250 at 6%. |
| Michael K. Walker & Associates Inc. Profit Sharing Plan and Trust | - | 5 | $713,066 | $85,950 | $17,190iApproximate average salary by contribution assumption: employee only about $429,750 at 4% or $286,500 at 6%; with 50% employer match about $286,500 at 4% or $191,000 at 6%; with 100% employer match about $214,875 at 4% or $143,250 at 6%. |
| 2011 | 1 | 5 | $680,264 | $63,576 | $12,715iApproximate average salary by contribution assumption: employee only about $317,880 at 4% or $211,920 at 6%; with 50% employer match about $211,920 at 4% or $141,280 at 6%; with 100% employer match about $158,940 at 4% or $105,960 at 6%. |
| Michael K. Walker & Associates Inc. Profit Sharing Plan and Trust | - | 5 | $680,264 | $63,576 | $12,715iApproximate average salary by contribution assumption: employee only about $317,880 at 4% or $211,920 at 6%; with 50% employer match about $211,920 at 4% or $141,280 at 6%; with 100% employer match about $158,940 at 4% or $105,960 at 6%. |
| 2010 | 2 | 5 | $631,813 | $75,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| Michael K. Walker & Associates Inc. Profit Sharing Plan and Trust | - | 5 | $631,813 | $75,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| MICHAEL K WALKER & ASSOC, INC. WELFARE BENEFIT PLAN NATIONAL BENEFIT TRUST II | - | 0 | $0 | $0 | - |
| 2009 | 2 | 6 | $955,686 | $75,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| Michael K. Walker & Associates Inc. Profit Sharing Plan and Trust | - | 6 | $662,791 | $75,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| MICHAEL K WALKER & ASSOC, INC. WELFARE BENEFIT PLAN NATIONAL BENEFIT TRUST II | - | 2 | $292,895 | $0 | - |
| 2008 | 2 | 5 | $873,839 | $74,501 | $14,900iApproximate average salary by contribution assumption: employee only about $372,505 at 4% or $248,337 at 6%; with 50% employer match about $248,337 at 4% or $165,558 at 6%; with 100% employer match about $186,253 at 4% or $124,168 at 6%. |
| Michael K. Walker & Associates Inc. Profit Sharing Plan and Trust | - | 5 | $579,212 | $74,501 | $14,900iApproximate average salary by contribution assumption: employee only about $372,505 at 4% or $248,337 at 6%; with 50% employer match about $248,337 at 4% or $165,558 at 6%; with 100% employer match about $186,253 at 4% or $124,168 at 6%. |
| MICHAEL K WALKER & ASSOC, INC. WELFARE BENEFIT PLAN NATIONAL BENEFIT TRUST II | - | 5 | $294,627 | - | - |
| 2007 | 2 | 6 | $0 | $0 | - |
| MICHAEL K WALKER & ASSOC, INC WELFARE BENEFIT PLAN NATIONAL BENEFIT TRUST II | - | 4 | - | - | - |
| Michael K. Walker & Associates Inc. Profit Sharing Plan and Trust | - | 6 | - | - | - |
| 2006 | 2 | 5 | $813,520 | $98,520 | $19,704iApproximate average salary by contribution assumption: employee only about $492,600 at 4% or $328,400 at 6%; with 50% employer match about $328,400 at 4% or $218,933 at 6%; with 100% employer match about $246,300 at 4% or $164,200 at 6%. |
| Michael K. Walker & Associates Inc. Profit Sharing Plan and Trust | - | 5 | $506,561 | $77,870 | $15,574iApproximate average salary by contribution assumption: employee only about $389,350 at 4% or $259,567 at 6%; with 50% employer match about $259,567 at 4% or $173,044 at 6%; with 100% employer match about $194,675 at 4% or $129,783 at 6%. |
| MICHAEL K WALKER & ASSOC, INC WELFARE BENEFIT PLAN NATIONAL BENEFIT TRUST II | - | 4 | $306,959 | $20,650 | $5,163iApproximate average salary by contribution assumption: employee only about $129,063 at 4% or $86,042 at 6%; with 50% employer match about $86,042 at 4% or $57,361 at 6%; with 100% employer match about $64,531 at 4% or $43,021 at 6%. |
| 2005 | 2 | 5 | $700,076 | $87,464 | $17,493iApproximate average salary by contribution assumption: employee only about $437,320 at 4% or $291,547 at 6%; with 50% employer match about $291,547 at 4% or $194,364 at 6%; with 100% employer match about $218,660 at 4% or $145,773 at 6%. |
| Michael K. Walker & Associates Inc. Profit Sharing Plan and Trust | - | 5 | $412,022 | $66,745 | $13,349iApproximate average salary by contribution assumption: employee only about $333,725 at 4% or $222,483 at 6%; with 50% employer match about $222,483 at 4% or $148,322 at 6%; with 100% employer match about $166,863 at 4% or $111,242 at 6%. |
| MICHAEL K WALKER & ASSOC, INC WELFARE BENEFIT PLAN NATIONAL BENEFIT TRUST II | - | 5 | $288,054 | $20,719 | $4,144iApproximate average salary by contribution assumption: employee only about $103,595 at 4% or $69,063 at 6%; with 50% employer match about $69,063 at 4% or $46,042 at 6%; with 100% employer match about $51,798 at 4% or $34,532 at 6%. |
| 2004 | 2 | 7 | $676,015 | $98,448 | $14,064iApproximate average salary by contribution assumption: employee only about $351,600 at 4% or $234,400 at 6%; with 50% employer match about $234,400 at 4% or $156,267 at 6%; with 100% employer match about $175,800 at 4% or $117,200 at 6%. |
| Michael K. Walker & Associates Inc. Profit Sharing Plan and Trust | - | 7 | $377,063 | $77,537 | $11,077iApproximate average salary by contribution assumption: employee only about $276,918 at 4% or $184,612 at 6%; with 50% employer match about $184,612 at 4% or $123,075 at 6%; with 100% employer match about $138,459 at 4% or $92,306 at 6%. |
| MICHAEL K WALKER & ASSOC, INC WELFARE BENEFIT PLAN NATIONAL BENEFIT TRUST II | - | 6 | $298,952 | $20,911 | $3,485iApproximate average salary by contribution assumption: employee only about $87,129 at 4% or $58,086 at 6%; with 50% employer match about $58,086 at 4% or $38,724 at 6%; with 100% employer match about $43,565 at 4% or $29,043 at 6%. |
| 2003 | 1 | 6 | $297,250 | $77,060 | $12,843iApproximate average salary by contribution assumption: employee only about $321,083 at 4% or $214,056 at 6%; with 50% employer match about $214,056 at 4% or $142,704 at 6%; with 100% employer match about $160,542 at 4% or $107,028 at 6%. |
| Michael K. Walker & Associates Inc. Profit Sharing Plan and Trust | - | 6 | $297,250 | $77,060 | $12,843iApproximate average salary by contribution assumption: employee only about $321,083 at 4% or $214,056 at 6%; with 50% employer match about $214,056 at 4% or $142,704 at 6%; with 100% employer match about $160,542 at 4% or $107,028 at 6%. |
| 2002 | 1 | 8 | $218,722 | $0 | - |
| Michael K. Walker & Associates Inc. Profit Sharing Plan and Trust | - | 8 | $218,722 | - | - |
| 2001 | 1 | 7 | $0 | $0 | - |
| Michael K. Walker & Associates Inc. Profit Sharing Plan and Trust | - | 7 | - | - | - |
| 2000 | 1 | 7 | $0 | $0 | - |
| Michael K. Walker & Associates Inc. Profit Sharing Plan and Trust | - | 7 | - | - | - |
| 1999 | 1 | 7 | $80,804 | $29,830 | $4,261iApproximate average salary by contribution assumption: employee only about $106,536 at 4% or $71,024 at 6%; with 50% employer match about $71,024 at 4% or $47,349 at 6%; with 100% employer match about $53,268 at 4% or $35,512 at 6%. |
| Michael K. Walker & Associates Inc. Profit Sharing Plan and Trust | - | 7 | $80,804 | $29,830 | $4,261iApproximate average salary by contribution assumption: employee only about $106,536 at 4% or $71,024 at 6%; with 50% employer match about $71,024 at 4% or $47,349 at 6%; with 100% employer match about $53,268 at 4% or $35,512 at 6%. |