Civic Intelligence

C. Edward Wallace, C.P.A., P.A.

Plan context: C. Edward Wallace, C.P.A., P.A. Retirement Plan and Trust

EIN 59-2358853 • Gulfport, FL • 20 filings • 2 plans

6239 Vista Verde Drive WestGulfport, FL 33707
Current Snapshot

Latest Year

2013

2013 Participants

1

2013 Assets

$1,979,734

2013 Contributions

$13,125

Historical Graphs

Total Assets Over Time

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

$2,512,078$1,256,039$0200020062012YearValue
$1,979,734Latest year 2012

Participants Over Time

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

210200020062012YearValue
1Latest year 2012

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
201310$0$0-
C. Edward Wallace, C.P.A., P.A. Retirement Plan and Trust-0---
201211$1,979,734$13,125$13,125iApproximate average salary by contribution assumption: employee only about $328,125 at 4% or $218,750 at 6%; with 50% employer match about $218,750 at 4% or $145,833 at 6%; with 100% employer match about $164,063 at 4% or $109,375 at 6%.
C. Edward Wallace, C.P.A., P.A. Retirement Plan and Trust-1$1,979,734$13,125$13,125iApproximate average salary by contribution assumption: employee only about $328,125 at 4% or $218,750 at 6%; with 50% employer match about $218,750 at 4% or $145,833 at 6%; with 100% employer match about $164,063 at 4% or $109,375 at 6%.
201112$2,512,078$44,250$22,125iApproximate average salary by contribution assumption: employee only about $553,125 at 4% or $368,750 at 6%; with 50% employer match about $368,750 at 4% or $245,833 at 6%; with 100% employer match about $276,563 at 4% or $184,375 at 6%.
C. Edward Wallace, C.P.A., P.A. Retirement Plan and Trust-2$2,512,078$44,250$22,125iApproximate average salary by contribution assumption: employee only about $553,125 at 4% or $368,750 at 6%; with 50% employer match about $368,750 at 4% or $245,833 at 6%; with 100% employer match about $276,563 at 4% or $184,375 at 6%.
201012$2,356,820$34,750$17,375iApproximate average salary by contribution assumption: employee only about $434,375 at 4% or $289,583 at 6%; with 50% employer match about $289,583 at 4% or $193,056 at 6%; with 100% employer match about $217,188 at 4% or $144,792 at 6%.
C. Edward Wallace, C.P.A., P.A. Retirement Plan and Trust-2$2,356,820$34,750$17,375iApproximate average salary by contribution assumption: employee only about $434,375 at 4% or $289,583 at 6%; with 50% employer match about $289,583 at 4% or $193,056 at 6%; with 100% employer match about $217,188 at 4% or $144,792 at 6%.
200912$2,061,337$36,375$18,188iApproximate average salary by contribution assumption: employee only about $454,688 at 4% or $303,125 at 6%; with 50% employer match about $303,125 at 4% or $202,083 at 6%; with 100% employer match about $227,344 at 4% or $151,563 at 6%.
C. Edward Wallace, C.P.A., P.A. Retirement Plan and Trust-2$2,061,337$36,375$18,188iApproximate average salary by contribution assumption: employee only about $454,688 at 4% or $303,125 at 6%; with 50% employer match about $303,125 at 4% or $202,083 at 6%; with 100% employer match about $227,344 at 4% or $151,563 at 6%.
200812$1,526,084$39,100$19,550iApproximate average salary by contribution assumption: employee only about $488,750 at 4% or $325,833 at 6%; with 50% employer match about $325,833 at 4% or $217,222 at 6%; with 100% employer match about $244,375 at 4% or $162,917 at 6%.
C. Edward Wallace, C.P.A., P.A. Retirement Plan and Trust-2$1,526,084$39,100$19,550iApproximate average salary by contribution assumption: employee only about $488,750 at 4% or $325,833 at 6%; with 50% employer match about $325,833 at 4% or $217,222 at 6%; with 100% employer match about $244,375 at 4% or $162,917 at 6%.
200712$2,296,606$38,125$19,063iApproximate average salary by contribution assumption: employee only about $476,563 at 4% or $317,708 at 6%; with 50% employer match about $317,708 at 4% or $211,806 at 6%; with 100% employer match about $238,281 at 4% or $158,854 at 6%.
C. Edward Wallace, C.P.A., P.A. Retirement Plan and Trust-2$2,296,606$38,125$19,063iApproximate average salary by contribution assumption: employee only about $476,563 at 4% or $317,708 at 6%; with 50% employer match about $317,708 at 4% or $211,806 at 6%; with 100% employer match about $238,281 at 4% or $158,854 at 6%.
200612$2,083,541$36,250$18,125iApproximate average salary by contribution assumption: employee only about $453,125 at 4% or $302,083 at 6%; with 50% employer match about $302,083 at 4% or $201,389 at 6%; with 100% employer match about $226,563 at 4% or $151,042 at 6%.
C. Edward Wallace, C.P.A., P.A. Retirement Plan and Trust-2$2,083,541$36,250$18,125iApproximate average salary by contribution assumption: employee only about $453,125 at 4% or $302,083 at 6%; with 50% employer match about $302,083 at 4% or $201,389 at 6%; with 100% employer match about $226,563 at 4% or $151,042 at 6%.
200522$1,772,184$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
C. Edward Wallace, C.P.A., P.A. Retirement Plan and Trust-2$1,772,184$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
C. EDWARD WALLACE, C.P.A., P.A. RETIREMENT PLAN AND TRUST-2---
200422$1,626,286$37,250$18,625iApproximate average salary by contribution assumption: employee only about $465,625 at 4% or $310,417 at 6%; with 50% employer match about $310,417 at 4% or $206,944 at 6%; with 100% employer match about $232,813 at 4% or $155,208 at 6%.
C. Edward Wallace, C.P.A., P.A. Retirement Plan and Trust-2$1,136,535$22,350$11,175iApproximate average salary by contribution assumption: employee only about $279,375 at 4% or $186,250 at 6%; with 50% employer match about $186,250 at 4% or $124,167 at 6%; with 100% employer match about $139,688 at 4% or $93,125 at 6%.
C. EDWARD WALLACE, C.P.A., P.A. RETIREMENT PLAN AND TRUST-2$489,751$14,900$7,450iApproximate average salary by contribution assumption: employee only about $186,250 at 4% or $124,167 at 6%; with 50% employer match about $124,167 at 4% or $82,778 at 6%; with 100% employer match about $93,125 at 4% or $62,083 at 6%.
200322$1,509,897$35,375$17,688iApproximate average salary by contribution assumption: employee only about $442,188 at 4% or $294,792 at 6%; with 50% employer match about $294,792 at 4% or $196,528 at 6%; with 100% employer match about $221,094 at 4% or $147,396 at 6%.
C. Edward Wallace, C.P.A., P.A. Retirement Plan and Trust-2$1,058,693$21,225$10,613iApproximate average salary by contribution assumption: employee only about $265,313 at 4% or $176,875 at 6%; with 50% employer match about $176,875 at 4% or $117,917 at 6%; with 100% employer match about $132,656 at 4% or $88,438 at 6%.
C. EDWARD WALLACE, C.P.A., P.A. RETIREMENT PLAN AND TRUST-2$451,204$14,150$7,075iApproximate average salary by contribution assumption: employee only about $176,875 at 4% or $117,917 at 6%; with 50% employer match about $117,917 at 4% or $78,611 at 6%; with 100% employer match about $88,438 at 4% or $58,958 at 6%.
200222$1,225,197$31,250$15,625iApproximate average salary by contribution assumption: employee only about $390,625 at 4% or $260,417 at 6%; with 50% employer match about $260,417 at 4% or $173,611 at 6%; with 100% employer match about $195,313 at 4% or $130,208 at 6%.
C. Edward Wallace, C.P.A., P.A. Retirement Plan and Trust-2$862,043$18,750$9,375iApproximate average salary by contribution assumption: employee only about $234,375 at 4% or $156,250 at 6%; with 50% employer match about $156,250 at 4% or $104,167 at 6%; with 100% employer match about $117,188 at 4% or $78,125 at 6%.
C. EDWARD WALLACE, C.P.A., P.A. RETIREMENT PLAN AND TRUST-2$363,154$12,500$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
200122$1,495,900$32,025$16,013iApproximate average salary by contribution assumption: employee only about $400,313 at 4% or $266,875 at 6%; with 50% employer match about $266,875 at 4% or $177,917 at 6%; with 100% employer match about $200,156 at 4% or $133,438 at 6%.
C. Edward Wallace, C.P.A., P.A. Retirement Plan and Trust-2$1,056,562$19,215$9,608iApproximate average salary by contribution assumption: employee only about $240,188 at 4% or $160,125 at 6%; with 50% employer match about $160,125 at 4% or $106,750 at 6%; with 100% employer match about $120,094 at 4% or $80,063 at 6%.
C. EDWARD WALLACE, C.P.A., P.A. RETIREMENT PLAN AND TRUST-2$439,338$12,810$6,405iApproximate average salary by contribution assumption: employee only about $160,125 at 4% or $106,750 at 6%; with 50% employer match about $106,750 at 4% or $71,167 at 6%; with 100% employer match about $80,063 at 4% or $53,375 at 6%.
200022$1,674,367$31,250$15,625iApproximate average salary by contribution assumption: employee only about $390,625 at 4% or $260,417 at 6%; with 50% employer match about $260,417 at 4% or $173,611 at 6%; with 100% employer match about $195,313 at 4% or $130,208 at 6%.
C. Edward Wallace, C.P.A., P.A. Retirement Plan and Trust-2$1,186,502$18,750$9,375iApproximate average salary by contribution assumption: employee only about $234,375 at 4% or $156,250 at 6%; with 50% employer match about $156,250 at 4% or $104,167 at 6%; with 100% employer match about $117,188 at 4% or $78,125 at 6%.
C. EDWARD WALLACE, C.P.A., P.A. RETIREMENT PLAN AND TRUST-2$487,865$12,500$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.