Civic Intelligence

Walchle Investment Group Inc.

Plan context: Walchle Investment Group Inc. 401(K) Profit Sharing Plan and Trust

EIN 59-3286519 • Jacksonville Beach, FL • 14 filings • 3 plans

1506 Roberts DriveJacksonville Beach, FL 32250
Current Snapshot

Latest Year

2016

2016 Participants

9

2016 Assets

$2,655,884

2016 Contributions

$194,600

Historical Graphs

Total Assets Over Time

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

$2,655,884$1,327,942$0200320102015YearValue
$2,655,884Latest year 2015

Participants Over Time

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

1050200320092015YearValue
9Latest year 2015

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
201610$0$0-
Walchle Investment Group Inc. 401(K) Profit Sharing Plan and Trust-0$0$0-
201519$2,655,884$194,600$21,622iApproximate average salary by contribution assumption: employee only about $540,556 at 4% or $360,370 at 6%; with 50% employer match about $360,370 at 4% or $240,247 at 6%; with 100% employer match about $270,278 at 4% or $180,185 at 6%.
Walchle Investment Group Inc. 401(K) Profit Sharing Plan and Trust-9$2,655,884$194,600$21,622iApproximate average salary by contribution assumption: employee only about $540,556 at 4% or $360,370 at 6%; with 50% employer match about $360,370 at 4% or $240,247 at 6%; with 100% employer match about $270,278 at 4% or $180,185 at 6%.
2014110$2,589,492$185,066$18,507iApproximate average salary by contribution assumption: employee only about $462,665 at 4% or $308,443 at 6%; with 50% employer match about $308,443 at 4% or $205,629 at 6%; with 100% employer match about $231,332 at 4% or $154,222 at 6%.
Walchle Investment Group Inc. 401(K) Profit Sharing Plan and Trust-10$2,589,492$185,066$18,507iApproximate average salary by contribution assumption: employee only about $462,665 at 4% or $308,443 at 6%; with 50% employer match about $308,443 at 4% or $205,629 at 6%; with 100% employer match about $231,332 at 4% or $154,222 at 6%.
201319$2,320,255$169,636$18,848iApproximate average salary by contribution assumption: employee only about $471,211 at 4% or $314,141 at 6%; with 50% employer match about $314,141 at 4% or $209,427 at 6%; with 100% employer match about $235,606 at 4% or $157,070 at 6%.
Walchle Investment Group Inc. 401(K) Profit Sharing Plan and Trust-9$2,320,255$169,636$18,848iApproximate average salary by contribution assumption: employee only about $471,211 at 4% or $314,141 at 6%; with 50% employer match about $314,141 at 4% or $209,427 at 6%; with 100% employer match about $235,606 at 4% or $157,070 at 6%.
201219$1,854,106$164,591$18,288iApproximate average salary by contribution assumption: employee only about $457,197 at 4% or $304,798 at 6%; with 50% employer match about $304,798 at 4% or $203,199 at 6%; with 100% employer match about $228,599 at 4% or $152,399 at 6%.
Walchle Investment Group Inc. 401(K) Profit Sharing Plan and Trust-9$1,854,106$164,591$18,288iApproximate average salary by contribution assumption: employee only about $457,197 at 4% or $304,798 at 6%; with 50% employer match about $304,798 at 4% or $203,199 at 6%; with 100% employer match about $228,599 at 4% or $152,399 at 6%.
201117$1,488,513$148,176$21,168iApproximate average salary by contribution assumption: employee only about $529,200 at 4% or $352,800 at 6%; with 50% employer match about $352,800 at 4% or $235,200 at 6%; with 100% employer match about $264,600 at 4% or $176,400 at 6%.
Walchle Investment Group Inc. 401(K) Profit Sharing Plan and Trust-7$1,488,513$148,176$21,168iApproximate average salary by contribution assumption: employee only about $529,200 at 4% or $352,800 at 6%; with 50% employer match about $352,800 at 4% or $235,200 at 6%; with 100% employer match about $264,600 at 4% or $176,400 at 6%.
201018$1,384,405$128,063$16,008iApproximate average salary by contribution assumption: employee only about $400,197 at 4% or $266,798 at 6%; with 50% employer match about $266,798 at 4% or $177,865 at 6%; with 100% employer match about $200,098 at 4% or $133,399 at 6%.
Walchle Investment Group Inc. 401(K) Profit Sharing Plan and Trust-8$1,384,405$128,063$16,008iApproximate average salary by contribution assumption: employee only about $400,197 at 4% or $266,798 at 6%; with 50% employer match about $266,798 at 4% or $177,865 at 6%; with 100% employer match about $200,098 at 4% or $133,399 at 6%.
200912$1,150,410$105,049$52,525iApproximate average salary by contribution assumption: employee only about $1,313,113 at 4% or $875,408 at 6%; with 50% employer match about $875,408 at 4% or $583,606 at 6%; with 100% employer match about $656,556 at 4% or $437,704 at 6%.
Walchle Investment Group Inc. 401(K) Profit Sharing Plan and Trust-2$1,150,410$105,049$52,525iApproximate average salary by contribution assumption: employee only about $1,313,113 at 4% or $875,408 at 6%; with 50% employer match about $875,408 at 4% or $583,606 at 6%; with 100% employer match about $656,556 at 4% or $437,704 at 6%.
200819$788,208$148,872$16,541iApproximate average salary by contribution assumption: employee only about $413,533 at 4% or $275,689 at 6%; with 50% employer match about $275,689 at 4% or $183,793 at 6%; with 100% employer match about $206,767 at 4% or $137,844 at 6%.
Walchle Investment Group Inc. 401(K) Profit Sharing Plan and Trust-9$788,208$148,872$16,541iApproximate average salary by contribution assumption: employee only about $413,533 at 4% or $275,689 at 6%; with 50% employer match about $275,689 at 4% or $183,793 at 6%; with 100% employer match about $206,767 at 4% or $137,844 at 6%.
200717$0$0-
Walchle Investment Group Inc. 401(K) Profit Sharing Plan and Trust-7---
200618$708,201$132,959$16,620iApproximate average salary by contribution assumption: employee only about $415,497 at 4% or $276,998 at 6%; with 50% employer match about $276,998 at 4% or $184,665 at 6%; with 100% employer match about $207,748 at 4% or $138,499 at 6%.
Walchle Investment Group Inc. 401(K) Profit Sharing Plan and Trust-8$708,201$132,959$16,620iApproximate average salary by contribution assumption: employee only about $415,497 at 4% or $276,998 at 6%; with 50% employer match about $276,998 at 4% or $184,665 at 6%; with 100% employer match about $207,748 at 4% or $138,499 at 6%.
200516$523,343$133,990$22,332iApproximate average salary by contribution assumption: employee only about $558,292 at 4% or $372,194 at 6%; with 50% employer match about $372,194 at 4% or $248,130 at 6%; with 100% employer match about $279,146 at 4% or $186,097 at 6%.
Walchle Investment Group Inc. 401(K) Profit Sharing Plan and Trust-6$523,343$133,990$22,332iApproximate average salary by contribution assumption: employee only about $558,292 at 4% or $372,194 at 6%; with 50% employer match about $372,194 at 4% or $248,130 at 6%; with 100% employer match about $279,146 at 4% or $186,097 at 6%.
200416$349,270$127,868$21,311iApproximate average salary by contribution assumption: employee only about $532,783 at 4% or $355,189 at 6%; with 50% employer match about $355,189 at 4% or $236,793 at 6%; with 100% employer match about $266,392 at 4% or $177,594 at 6%.
Walchle Investment Group Inc. 401(K) Profit Sharing Plan and Trust-6$349,270$127,868$21,311iApproximate average salary by contribution assumption: employee only about $532,783 at 4% or $355,189 at 6%; with 50% employer match about $355,189 at 4% or $236,793 at 6%; with 100% employer match about $266,392 at 4% or $177,594 at 6%.
200315$203,477$174,644$34,929iApproximate average salary by contribution assumption: employee only about $873,220 at 4% or $582,147 at 6%; with 50% employer match about $582,147 at 4% or $388,098 at 6%; with 100% employer match about $436,610 at 4% or $291,073 at 6%.
Walchle Investment Group Inc. 401(K) Profit Sharing Plan and Trust-5$203,477$174,644$34,929iApproximate average salary by contribution assumption: employee only about $873,220 at 4% or $582,147 at 6%; with 50% employer match about $582,147 at 4% or $388,098 at 6%; with 100% employer match about $436,610 at 4% or $291,073 at 6%.