Civic Intelligence

David L. Wallace and Associates, P.A.

Plan context: David L. Wallace & Associates, P.A. 401(K) Profit Sharing

EIN 59-3315453 • Dunedin, FL • 25 filings • 7 plans

542 Douglas AvenueDunedin, FL 34698
Current Snapshot

Latest Year

2024

2024 Participants

26

2024 Assets

$1,529,071

2024 Contributions

$241,594

Historical Graphs

Total Assets Over Time

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

$1,529,071$764,536$0199920142024YearValue
$1,529,071Latest year 2024

Participants Over Time

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

26130199920132024YearValue
26Latest year 2024

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
2024126$1,529,071$241,594$9,292iApproximate average salary by contribution assumption: employee only about $232,302 at 4% or $154,868 at 6%; with 50% employer match about $154,868 at 4% or $103,245 at 6%; with 100% employer match about $116,151 at 4% or $77,434 at 6%.
David L. Wallace & Associates, P.A. 401(K) Profit Sharing-26$1,529,071$241,594$9,292iApproximate average salary by contribution assumption: employee only about $232,302 at 4% or $154,868 at 6%; with 50% employer match about $154,868 at 4% or $103,245 at 6%; with 100% employer match about $116,151 at 4% or $77,434 at 6%.
2023122$1,141,711$191,613$8,710iApproximate average salary by contribution assumption: employee only about $217,742 at 4% or $145,161 at 6%; with 50% employer match about $145,161 at 4% or $96,774 at 6%; with 100% employer match about $108,871 at 4% or $72,581 at 6%.
David L. Wallace & Associates, P.A. 401(K) Profit Sharing-22$1,141,711$191,613$8,710iApproximate average salary by contribution assumption: employee only about $217,742 at 4% or $145,161 at 6%; with 50% employer match about $145,161 at 4% or $96,774 at 6%; with 100% employer match about $108,871 at 4% or $72,581 at 6%.
2022119$842,905$153,023$8,054iApproximate average salary by contribution assumption: employee only about $201,346 at 4% or $134,231 at 6%; with 50% employer match about $134,231 at 4% or $89,487 at 6%; with 100% employer match about $100,673 at 4% or $67,115 at 6%.
David L. Wallace & Associates, P.A. 401(K) Profit Sharing-19$842,905$153,023$8,054iApproximate average salary by contribution assumption: employee only about $201,346 at 4% or $134,231 at 6%; with 50% employer match about $134,231 at 4% or $89,487 at 6%; with 100% employer match about $100,673 at 4% or $67,115 at 6%.
2021119$930,546$123,456$6,498iApproximate average salary by contribution assumption: employee only about $162,442 at 4% or $108,295 at 6%; with 50% employer match about $108,295 at 4% or $72,196 at 6%; with 100% employer match about $81,221 at 4% or $54,147 at 6%.
David L. Wallace & Associates, P.A. 401(K) Profit Sharing-19$930,546$123,456$6,498iApproximate average salary by contribution assumption: employee only about $162,442 at 4% or $108,295 at 6%; with 50% employer match about $108,295 at 4% or $72,196 at 6%; with 100% employer match about $81,221 at 4% or $54,147 at 6%.
2020118$734,934$70,272$3,904iApproximate average salary by contribution assumption: employee only about $97,600 at 4% or $65,067 at 6%; with 50% employer match about $65,067 at 4% or $43,378 at 6%; with 100% employer match about $48,800 at 4% or $32,533 at 6%.
David L. Wallace & Associates, P.A. 401(K) Profit Sharing-18$734,934$70,272$3,904iApproximate average salary by contribution assumption: employee only about $97,600 at 4% or $65,067 at 6%; with 50% employer match about $65,067 at 4% or $43,378 at 6%; with 100% employer match about $48,800 at 4% or $32,533 at 6%.
2019118$613,444$65,371$3,632iApproximate average salary by contribution assumption: employee only about $90,793 at 4% or $60,529 at 6%; with 50% employer match about $60,529 at 4% or $40,352 at 6%; with 100% employer match about $45,397 at 4% or $30,264 at 6%.
David L. Wallace & Associates, P.A. 401(K) Profit Sharing-18$613,444$65,371$3,632iApproximate average salary by contribution assumption: employee only about $90,793 at 4% or $60,529 at 6%; with 50% employer match about $60,529 at 4% or $40,352 at 6%; with 100% employer match about $45,397 at 4% or $30,264 at 6%.
2018120$466,142$66,851$3,343iApproximate average salary by contribution assumption: employee only about $83,564 at 4% or $55,709 at 6%; with 50% employer match about $55,709 at 4% or $37,139 at 6%; with 100% employer match about $41,782 at 4% or $27,855 at 6%.
David L. Wallace & Associates, P.A. 401(K) Profit Sharing-20$466,142$66,851$3,343iApproximate average salary by contribution assumption: employee only about $83,564 at 4% or $55,709 at 6%; with 50% employer match about $55,709 at 4% or $37,139 at 6%; with 100% employer match about $41,782 at 4% or $27,855 at 6%.
2017120$442,064$75,251$3,763iApproximate average salary by contribution assumption: employee only about $94,064 at 4% or $62,709 at 6%; with 50% employer match about $62,709 at 4% or $41,806 at 6%; with 100% employer match about $47,032 at 4% or $31,355 at 6%.
David L. Wallace & Associates, P.A. 401(K) Profit Sharing-20$442,064$75,251$3,763iApproximate average salary by contribution assumption: employee only about $94,064 at 4% or $62,709 at 6%; with 50% employer match about $62,709 at 4% or $41,806 at 6%; with 100% employer match about $47,032 at 4% or $31,355 at 6%.
2016119$322,311$62,076$3,267iApproximate average salary by contribution assumption: employee only about $81,679 at 4% or $54,453 at 6%; with 50% employer match about $54,453 at 4% or $36,302 at 6%; with 100% employer match about $40,839 at 4% or $27,226 at 6%.
David L. Wallace & Associates, P.A. 401(K) Profit Sharing-19$322,311$62,076$3,267iApproximate average salary by contribution assumption: employee only about $81,679 at 4% or $54,453 at 6%; with 50% employer match about $54,453 at 4% or $36,302 at 6%; with 100% employer match about $40,839 at 4% or $27,226 at 6%.
2015115$268,476$45,211$3,014iApproximate average salary by contribution assumption: employee only about $75,352 at 4% or $50,234 at 6%; with 50% employer match about $50,234 at 4% or $33,490 at 6%; with 100% employer match about $37,676 at 4% or $25,117 at 6%.
David L. Wallace & Associates, P.A. 401(K) Profit Sharing-15$268,476$45,211$3,014iApproximate average salary by contribution assumption: employee only about $75,352 at 4% or $50,234 at 6%; with 50% employer match about $50,234 at 4% or $33,490 at 6%; with 100% employer match about $37,676 at 4% or $25,117 at 6%.
2014110$237,787$0-
David L. Wallace & Associates, P.A. 401(K) Profit Sharing-10$237,787$0-
2013110$231,348$0-
David L. Wallace & Associates, P.A. 401(K) Profit Sharing-10$231,348--
2012111$195,266$0-
David L. Wallace & Associates, P.A. 401(K) Profit Sharing-11$195,266--
2011111$175,072$0-
David L. Wallace & Associates, P.A. 401(K) Profit Sharing-11$175,072--
2010115$251,835$0-
David L. Wallace & Associates, P.A. 401(K) Profit Sharing-15$251,835--
2009118$326,516$4,856$270iApproximate average salary by contribution assumption: employee only about $6,744 at 4% or $4,496 at 6%; with 50% employer match about $4,496 at 4% or $2,998 at 6%; with 100% employer match about $3,372 at 4% or $2,248 at 6%.
David L. Wallace & Associates, P.A. 401(K) Profit Sharing-18$326,516$4,856$270iApproximate average salary by contribution assumption: employee only about $6,744 at 4% or $4,496 at 6%; with 50% employer match about $4,496 at 4% or $2,998 at 6%; with 100% employer match about $3,372 at 4% or $2,248 at 6%.
200810$298,300$81,517-
David L. Wallace & Associates, P.A. 401(K) Profit Sharing-0$298,300$81,517-
2007126$0$0-
David L. Wallace & Associates, P.A. 401(K) Profit Sharing-26---
2006125$342,999$60,227$2,409iApproximate average salary by contribution assumption: employee only about $60,227 at 4% or $40,151 at 6%; with 50% employer match about $40,151 at 4% or $26,768 at 6%; with 100% employer match about $30,114 at 4% or $20,076 at 6%.
David L. Wallace & Associates, P.A. 401(K) Profit Sharing-25$342,999$60,227$2,409iApproximate average salary by contribution assumption: employee only about $60,227 at 4% or $40,151 at 6%; with 50% employer match about $40,151 at 4% or $26,768 at 6%; with 100% employer match about $30,114 at 4% or $20,076 at 6%.
2005125$253,572$40,937$1,637iApproximate average salary by contribution assumption: employee only about $40,937 at 4% or $27,291 at 6%; with 50% employer match about $27,291 at 4% or $18,194 at 6%; with 100% employer match about $20,469 at 4% or $13,646 at 6%.
David L. Wallace & Associates, P.A. 401(K) Profit Sharing-25$253,572$40,937$1,637iApproximate average salary by contribution assumption: employee only about $40,937 at 4% or $27,291 at 6%; with 50% employer match about $27,291 at 4% or $18,194 at 6%; with 100% employer match about $20,469 at 4% or $13,646 at 6%.
2004119$235,402$26,462$1,393iApproximate average salary by contribution assumption: employee only about $34,818 at 4% or $23,212 at 6%; with 50% employer match about $23,212 at 4% or $15,475 at 6%; with 100% employer match about $17,409 at 4% or $11,606 at 6%.
David L. Wallace & Associates, P.A. 401(K) Profit Sharing-19$235,402$26,462$1,393iApproximate average salary by contribution assumption: employee only about $34,818 at 4% or $23,212 at 6%; with 50% employer match about $23,212 at 4% or $15,475 at 6%; with 100% employer match about $17,409 at 4% or $11,606 at 6%.
2003117$195,493$32,445$1,909iApproximate average salary by contribution assumption: employee only about $47,713 at 4% or $31,809 at 6%; with 50% employer match about $31,809 at 4% or $21,206 at 6%; with 100% employer match about $23,857 at 4% or $15,904 at 6%.
David L. Wallace & Associates, P.A. 401(K) Profit Sharing-17$195,493$32,445$1,909iApproximate average salary by contribution assumption: employee only about $47,713 at 4% or $31,809 at 6%; with 50% employer match about $31,809 at 4% or $21,206 at 6%; with 100% employer match about $23,857 at 4% or $15,904 at 6%.
2001118$0$0-
David L. Wallace & Associates, P.A. 401(K) Profit Sharing-18---
2000115$0$0-
David L. Wallace & Associates, P.A. 401(K) Profit Sharing-15---
1999122$138,494$54,297$2,468iApproximate average salary by contribution assumption: employee only about $61,701 at 4% or $41,134 at 6%; with 50% employer match about $41,134 at 4% or $27,423 at 6%; with 100% employer match about $30,851 at 4% or $20,567 at 6%.
David L. Wallace & Associates, P.A. 401K Plan-22$138,494$54,297$2,468iApproximate average salary by contribution assumption: employee only about $61,701 at 4% or $41,134 at 6%; with 50% employer match about $41,134 at 4% or $27,423 at 6%; with 100% employer match about $30,851 at 4% or $20,567 at 6%.