Civic Intelligence

Walters Financial Services Inc

Plan context: Walters Financial Services 401K Plan

EIN 59-3618759 • Sarasota, FL • 11 filings • 2 plans

3277 Fruitville RoadSarasota, FL 34237
Current Snapshot

Latest Year

2024

2024 Participants

19

2024 Assets

$1,406,071

2024 Contributions

$232,418

Historical Graphs

Total Assets Over Time

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

$1,406,071$703,036$0201420192024YearValue
$1,406,071Latest year 2024

Participants Over Time

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

23120201420192024YearValue
19Latest 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
2024119$1,406,071$232,418$12,233iApproximate average salary by contribution assumption: employee only about $305,813 at 4% or $203,875 at 6%; with 50% employer match about $203,875 at 4% or $135,917 at 6%; with 100% employer match about $152,907 at 4% or $101,938 at 6%.
Walters Financial Services 401K Plan-19$1,406,071$232,418$12,233iApproximate average salary by contribution assumption: employee only about $305,813 at 4% or $203,875 at 6%; with 50% employer match about $203,875 at 4% or $135,917 at 6%; with 100% employer match about $152,907 at 4% or $101,938 at 6%.
2023123$1,051,137$290,914$12,648iApproximate average salary by contribution assumption: employee only about $316,211 at 4% or $210,807 at 6%; with 50% employer match about $210,807 at 4% or $140,538 at 6%; with 100% employer match about $158,105 at 4% or $105,404 at 6%.
Walters Financial Services 401K Plan-23$1,051,137$290,914$12,648iApproximate average salary by contribution assumption: employee only about $316,211 at 4% or $210,807 at 6%; with 50% employer match about $210,807 at 4% or $140,538 at 6%; with 100% employer match about $158,105 at 4% or $105,404 at 6%.
2022121$648,449$158,009$7,524iApproximate average salary by contribution assumption: employee only about $188,106 at 4% or $125,404 at 6%; with 50% employer match about $125,404 at 4% or $83,603 at 6%; with 100% employer match about $94,053 at 4% or $62,702 at 6%.
Walters Financial Services 401K Plan-21$648,449$158,009$7,524iApproximate average salary by contribution assumption: employee only about $188,106 at 4% or $125,404 at 6%; with 50% employer match about $125,404 at 4% or $83,603 at 6%; with 100% employer match about $94,053 at 4% or $62,702 at 6%.
2021116$601,014$121,049$7,566iApproximate average salary by contribution assumption: employee only about $189,139 at 4% or $126,093 at 6%; with 50% employer match about $126,093 at 4% or $84,062 at 6%; with 100% employer match about $94,570 at 4% or $63,046 at 6%.
Walters Financial Services 401K Plan-16$601,014$121,049$7,566iApproximate average salary by contribution assumption: employee only about $189,139 at 4% or $126,093 at 6%; with 50% employer match about $126,093 at 4% or $84,062 at 6%; with 100% employer match about $94,570 at 4% or $63,046 at 6%.
2020112$431,183$89,319$7,443iApproximate average salary by contribution assumption: employee only about $186,081 at 4% or $124,054 at 6%; with 50% employer match about $124,054 at 4% or $82,703 at 6%; with 100% employer match about $93,041 at 4% or $62,027 at 6%.
Walters Financial Services 401K Plan-12$431,183$89,319$7,443iApproximate average salary by contribution assumption: employee only about $186,081 at 4% or $124,054 at 6%; with 50% employer match about $124,054 at 4% or $82,703 at 6%; with 100% employer match about $93,041 at 4% or $62,027 at 6%.
2019110$292,430$155,202$15,520iApproximate average salary by contribution assumption: employee only about $388,005 at 4% or $258,670 at 6%; with 50% employer match about $258,670 at 4% or $172,447 at 6%; with 100% employer match about $194,003 at 4% or $129,335 at 6%.
Walters Financial Services 401K Plan-10$292,430$155,202$15,520iApproximate average salary by contribution assumption: employee only about $388,005 at 4% or $258,670 at 6%; with 50% employer match about $258,670 at 4% or $172,447 at 6%; with 100% employer match about $194,003 at 4% or $129,335 at 6%.
201817$102,986$35,955$5,136iApproximate average salary by contribution assumption: employee only about $128,411 at 4% or $85,607 at 6%; with 50% employer match about $85,607 at 4% or $57,071 at 6%; with 100% employer match about $64,205 at 4% or $42,804 at 6%.
Walters Financial Services 401K Plan-7$102,986$35,955$5,136iApproximate average salary by contribution assumption: employee only about $128,411 at 4% or $85,607 at 6%; with 50% employer match about $85,607 at 4% or $57,071 at 6%; with 100% employer match about $64,205 at 4% or $42,804 at 6%.
201713$75,645$27,003$9,001iApproximate average salary by contribution assumption: employee only about $225,025 at 4% or $150,017 at 6%; with 50% employer match about $150,017 at 4% or $100,011 at 6%; with 100% employer match about $112,513 at 4% or $75,008 at 6%.
Walters Financial Services 401K Plan-3$75,645$27,003$9,001iApproximate average salary by contribution assumption: employee only about $225,025 at 4% or $150,017 at 6%; with 50% employer match about $150,017 at 4% or $100,011 at 6%; with 100% employer match about $112,513 at 4% or $75,008 at 6%.
201614$45,153$28,774$7,194iApproximate average salary by contribution assumption: employee only about $179,838 at 4% or $119,892 at 6%; with 50% employer match about $119,892 at 4% or $79,928 at 6%; with 100% employer match about $89,919 at 4% or $59,946 at 6%.
Walters Financial Services 401K Plan-4$45,153$28,774$7,194iApproximate average salary by contribution assumption: employee only about $179,838 at 4% or $119,892 at 6%; with 50% employer match about $119,892 at 4% or $79,928 at 6%; with 100% employer match about $89,919 at 4% or $59,946 at 6%.
201512$13,841$12,466$6,233iApproximate average salary by contribution assumption: employee only about $155,825 at 4% or $103,883 at 6%; with 50% employer match about $103,883 at 4% or $69,256 at 6%; with 100% employer match about $77,913 at 4% or $51,942 at 6%.
Walters Financial Services 401K Plan-2$13,841$12,466$6,233iApproximate average salary by contribution assumption: employee only about $155,825 at 4% or $103,883 at 6%; with 50% employer match about $103,883 at 4% or $69,256 at 6%; with 100% employer match about $77,913 at 4% or $51,942 at 6%.
201411$1,632$1,615$1,615iApproximate average salary by contribution assumption: employee only about $40,375 at 4% or $26,917 at 6%; with 50% employer match about $26,917 at 4% or $17,944 at 6%; with 100% employer match about $20,188 at 4% or $13,458 at 6%.
Walters Financial Services 401K Plan-1$1,632$1,615$1,615iApproximate average salary by contribution assumption: employee only about $40,375 at 4% or $26,917 at 6%; with 50% employer match about $26,917 at 4% or $17,944 at 6%; with 100% employer match about $20,188 at 4% or $13,458 at 6%.