Civic Intelligence

David Walker, P.A.

Plan context: David Walker, P.A. Retirement Trust

EIN 59-2703500 • 6 filings • 1 plans

Current Snapshot

Latest Year

2004

2004 Participants

2

2004 Assets

$50,086

2004 Contributions

$8,950

Historical Graphs

Total Assets Over Time

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

$59,052$29,526$0199920012003YearValue
$50,086Latest year 2003

Participants Over Time

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

210199920012003YearValue
2Latest year 2003

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
200410$0$0-
David Walker, P.A. Retirement Trust-0---
200312$50,086$0-
David Walker, P.A. Retirement Trust-2$50,086--
200212$0$0-
David Walker, P.A. Retirement Trust-2---
200112$55,503$0-
David Walker, P.A. Retirement Trust-2$55,503--
200012$59,052$8,950$4,475iApproximate average salary by contribution assumption: employee only about $111,875 at 4% or $74,583 at 6%; with 50% employer match about $74,583 at 4% or $49,722 at 6%; with 100% employer match about $55,938 at 4% or $37,292 at 6%.
David Walker, P.A. Retirement Trust-2$59,052$8,950$4,475iApproximate average salary by contribution assumption: employee only about $111,875 at 4% or $74,583 at 6%; with 50% employer match about $74,583 at 4% or $49,722 at 6%; with 100% employer match about $55,938 at 4% or $37,292 at 6%.
199912$51,087$7,045$3,523iApproximate average salary by contribution assumption: employee only about $88,063 at 4% or $58,708 at 6%; with 50% employer match about $58,708 at 4% or $39,139 at 6%; with 100% employer match about $44,031 at 4% or $29,354 at 6%.
David Walker, P.A. Retirement Trust-2$51,087$7,045$3,523iApproximate average salary by contribution assumption: employee only about $88,063 at 4% or $58,708 at 6%; with 50% employer match about $58,708 at 4% or $39,139 at 6%; with 100% employer match about $44,031 at 4% or $29,354 at 6%.