Civic Intelligence

Wallace.Boggs.Pllc

Plan context: Wallace.Boggs.Pllc Retirement Plan

EIN 61-1358469 • Fort Mitchell, KY • 24 filings • 7 plans

334 Beechwood RoadSuite 303Fort Mitchell, KY 41017
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$732,323

2024 Contributions

$34,829

Historical Graphs

Total Assets Over Time

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

$2,109,604$1,054,802$0200620162024YearValue
$732,323Latest year 2024

Participants Over Time

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

1160200620152024YearValue
11Latest 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
2024111$732,323$34,829$3,166iApproximate average salary by contribution assumption: employee only about $79,157 at 4% or $52,771 at 6%; with 50% employer match about $52,771 at 4% or $35,181 at 6%; with 100% employer match about $39,578 at 4% or $26,386 at 6%.
Wallace.Boggs.Pllc Retirement Plan-11$732,323$34,829$3,166iApproximate average salary by contribution assumption: employee only about $79,157 at 4% or $52,771 at 6%; with 50% employer match about $52,771 at 4% or $35,181 at 6%; with 100% employer match about $39,578 at 4% or $26,386 at 6%.
202329$641,374$47,533$5,281iApproximate average salary by contribution assumption: employee only about $132,036 at 4% or $88,024 at 6%; with 50% employer match about $88,024 at 4% or $58,683 at 6%; with 100% employer match about $66,018 at 4% or $44,012 at 6%.
Wallace.Boggs.Pllc Retirement Plan-9$641,374$14,063$1,563iApproximate average salary by contribution assumption: employee only about $39,064 at 4% or $26,043 at 6%; with 50% employer match about $26,043 at 4% or $17,362 at 6%; with 100% employer match about $19,532 at 4% or $13,021 at 6%.
JSB ATTORNEYS CBS BENEFIT PLAN-0$0$33,470-
2022211$702,677$135,605$12,328iApproximate average salary by contribution assumption: employee only about $308,193 at 4% or $205,462 at 6%; with 50% employer match about $205,462 at 4% or $136,975 at 6%; with 100% employer match about $154,097 at 4% or $102,731 at 6%.
Wallace.Boggs.Pllc Retirement Plan-11$697,224$64,534$5,867iApproximate average salary by contribution assumption: employee only about $146,668 at 4% or $97,779 at 6%; with 50% employer match about $97,779 at 4% or $65,186 at 6%; with 100% employer match about $73,334 at 4% or $48,889 at 6%.
JSB ATTORNEYS CBS BENEFIT PLAN-4$5,453$71,071$17,768iApproximate average salary by contribution assumption: employee only about $444,194 at 4% or $296,129 at 6%; with 50% employer match about $296,129 at 4% or $197,419 at 6%; with 100% employer match about $222,097 at 4% or $148,065 at 6%.
2021211$763,208$234,465$21,315iApproximate average salary by contribution assumption: employee only about $532,875 at 4% or $355,250 at 6%; with 50% employer match about $355,250 at 4% or $236,833 at 6%; with 100% employer match about $266,438 at 4% or $177,625 at 6%.
Wallace.Boggs.Pllc Retirement Plan-11$759,206$140,546$12,777iApproximate average salary by contribution assumption: employee only about $319,423 at 4% or $212,948 at 6%; with 50% employer match about $212,948 at 4% or $141,966 at 6%; with 100% employer match about $159,711 at 4% or $106,474 at 6%.
JSB ATTORNEYS CBS BENEFIT PLAN-5$4,002$93,919$18,784iApproximate average salary by contribution assumption: employee only about $469,595 at 4% or $313,063 at 6%; with 50% employer match about $313,063 at 4% or $208,709 at 6%; with 100% employer match about $234,798 at 4% or $156,532 at 6%.
202029$2,109,604$148,340$16,482iApproximate average salary by contribution assumption: employee only about $412,056 at 4% or $274,704 at 6%; with 50% employer match about $274,704 at 4% or $183,136 at 6%; with 100% employer match about $206,028 at 4% or $137,352 at 6%.
Wallace.Boggs.Pllc Retirement Plan-9$2,108,830$140,531$15,615iApproximate average salary by contribution assumption: employee only about $390,364 at 4% or $260,243 at 6%; with 50% employer match about $260,243 at 4% or $173,495 at 6%; with 100% employer match about $195,182 at 4% or $130,121 at 6%.
JSB ATTORNEYS CBS BENEFIT PLAN-6$774$7,809$1,302iApproximate average salary by contribution assumption: employee only about $32,538 at 4% or $21,692 at 6%; with 50% employer match about $21,692 at 4% or $14,461 at 6%; with 100% employer match about $16,269 at 4% or $10,846 at 6%.
201919$1,708,451$257,523$28,614iApproximate average salary by contribution assumption: employee only about $715,342 at 4% or $476,894 at 6%; with 50% employer match about $476,894 at 4% or $317,930 at 6%; with 100% employer match about $357,671 at 4% or $238,447 at 6%.
Wallace.Boggs.Pllc Retirement Plan-9$1,708,451$257,523$28,614iApproximate average salary by contribution assumption: employee only about $715,342 at 4% or $476,894 at 6%; with 50% employer match about $476,894 at 4% or $317,930 at 6%; with 100% employer match about $357,671 at 4% or $238,447 at 6%.
201819$1,183,332$258,382$28,709iApproximate average salary by contribution assumption: employee only about $717,728 at 4% or $478,485 at 6%; with 50% employer match about $478,485 at 4% or $318,990 at 6%; with 100% employer match about $358,864 at 4% or $239,243 at 6%.
Wallace.Boggs.Pllc Retirement Plan-9$1,183,332$258,382$28,709iApproximate average salary by contribution assumption: employee only about $717,728 at 4% or $478,485 at 6%; with 50% employer match about $478,485 at 4% or $318,990 at 6%; with 100% employer match about $358,864 at 4% or $239,243 at 6%.
2017111$1,017,473$137,751$12,523iApproximate average salary by contribution assumption: employee only about $313,070 at 4% or $208,714 at 6%; with 50% employer match about $208,714 at 4% or $139,142 at 6%; with 100% employer match about $156,535 at 4% or $104,357 at 6%.
Wallace.Boggs.Pllc Retirement Plan-11$1,017,473$137,751$12,523iApproximate average salary by contribution assumption: employee only about $313,070 at 4% or $208,714 at 6%; with 50% employer match about $208,714 at 4% or $139,142 at 6%; with 100% employer match about $156,535 at 4% or $104,357 at 6%.
2016110$710,284$39,198$3,920iApproximate average salary by contribution assumption: employee only about $97,995 at 4% or $65,330 at 6%; with 50% employer match about $65,330 at 4% or $43,553 at 6%; with 100% employer match about $48,998 at 4% or $32,665 at 6%.
Wallace.Boggs.Pllc Retirement Plan-10$710,284$39,198$3,920iApproximate average salary by contribution assumption: employee only about $97,995 at 4% or $65,330 at 6%; with 50% employer match about $65,330 at 4% or $43,553 at 6%; with 100% employer match about $48,998 at 4% or $32,665 at 6%.
2015111$644,970$74,654$6,787iApproximate average salary by contribution assumption: employee only about $169,668 at 4% or $113,112 at 6%; with 50% employer match about $113,112 at 4% or $75,408 at 6%; with 100% employer match about $84,834 at 4% or $56,556 at 6%.
Wallace.Boggs.Pllc Retirement Plan-11$644,970$74,654$6,787iApproximate average salary by contribution assumption: employee only about $169,668 at 4% or $113,112 at 6%; with 50% employer match about $113,112 at 4% or $75,408 at 6%; with 100% employer match about $84,834 at 4% or $56,556 at 6%.
2014111$558,727$56,990$5,181iApproximate average salary by contribution assumption: employee only about $129,523 at 4% or $86,348 at 6%; with 50% employer match about $86,348 at 4% or $57,566 at 6%; with 100% employer match about $64,761 at 4% or $43,174 at 6%.
Wallace.Boggs.Pllc Retirement Plan-11$558,727$56,990$5,181iApproximate average salary by contribution assumption: employee only about $129,523 at 4% or $86,348 at 6%; with 50% employer match about $86,348 at 4% or $57,566 at 6%; with 100% employer match about $64,761 at 4% or $43,174 at 6%.
2013110$434,241$44,030$4,403iApproximate average salary by contribution assumption: employee only about $110,075 at 4% or $73,383 at 6%; with 50% employer match about $73,383 at 4% or $48,922 at 6%; with 100% employer match about $55,038 at 4% or $36,692 at 6%.
Wallace.Boggs.Pllc Retirement Plan-10$434,241$44,030$4,403iApproximate average salary by contribution assumption: employee only about $110,075 at 4% or $73,383 at 6%; with 50% employer match about $73,383 at 4% or $48,922 at 6%; with 100% employer match about $55,038 at 4% or $36,692 at 6%.
201219$325,045$32,414$3,602iApproximate average salary by contribution assumption: employee only about $90,039 at 4% or $60,026 at 6%; with 50% employer match about $60,026 at 4% or $40,017 at 6%; with 100% employer match about $45,019 at 4% or $30,013 at 6%.
Wallace.Boggs.Pllc Retirement Plan-9$325,045$32,414$3,602iApproximate average salary by contribution assumption: employee only about $90,039 at 4% or $60,026 at 6%; with 50% employer match about $60,026 at 4% or $40,017 at 6%; with 100% employer match about $45,019 at 4% or $30,013 at 6%.
2011110$292,252$55,116$5,512iApproximate average salary by contribution assumption: employee only about $137,790 at 4% or $91,860 at 6%; with 50% employer match about $91,860 at 4% or $61,240 at 6%; with 100% employer match about $68,895 at 4% or $45,930 at 6%.
Wallace.Boggs.Pllc Retirement Plan-10$292,252$55,116$5,512iApproximate average salary by contribution assumption: employee only about $137,790 at 4% or $91,860 at 6%; with 50% employer match about $91,860 at 4% or $61,240 at 6%; with 100% employer match about $68,895 at 4% or $45,930 at 6%.
201018$236,345$10,406$1,301iApproximate average salary by contribution assumption: employee only about $32,519 at 4% or $21,679 at 6%; with 50% employer match about $21,679 at 4% or $14,453 at 6%; with 100% employer match about $16,259 at 4% or $10,840 at 6%.
Wallace.Boggs.Pllc Retirement Plan-8$236,345$10,406$1,301iApproximate average salary by contribution assumption: employee only about $32,519 at 4% or $21,679 at 6%; with 50% employer match about $21,679 at 4% or $14,453 at 6%; with 100% employer match about $16,259 at 4% or $10,840 at 6%.
200919$348,278$11,645$1,294iApproximate average salary by contribution assumption: employee only about $32,347 at 4% or $21,565 at 6%; with 50% employer match about $21,565 at 4% or $14,377 at 6%; with 100% employer match about $16,174 at 4% or $10,782 at 6%.
Wallace.Boggs.Pllc Retirement Plan-9$348,278$11,645$1,294iApproximate average salary by contribution assumption: employee only about $32,347 at 4% or $21,565 at 6%; with 50% employer match about $21,565 at 4% or $14,377 at 6%; with 100% employer match about $16,174 at 4% or $10,782 at 6%.
200817$302,551$34,059$4,866iApproximate average salary by contribution assumption: employee only about $121,639 at 4% or $81,093 at 6%; with 50% employer match about $81,093 at 4% or $54,062 at 6%; with 100% employer match about $60,820 at 4% or $40,546 at 6%.
Wallace.Boggs.Pllc Retirement Plan-7$302,551$34,059$4,866iApproximate average salary by contribution assumption: employee only about $121,639 at 4% or $81,093 at 6%; with 50% employer match about $81,093 at 4% or $54,062 at 6%; with 100% employer match about $60,820 at 4% or $40,546 at 6%.
200716$0$0-
Wallace.Boggs.Pllc Retirement Plan-6---
200629$359,373$332,619$36,958iApproximate average salary by contribution assumption: employee only about $923,942 at 4% or $615,961 at 6%; with 50% employer match about $615,961 at 4% or $410,641 at 6%; with 100% employer match about $461,971 at 4% or $307,981 at 6%.
Wallace.Boggs.Pllc Retirement Plan-9$359,373$332,619$36,958iApproximate average salary by contribution assumption: employee only about $923,942 at 4% or $615,961 at 6%; with 50% employer match about $615,961 at 4% or $410,641 at 6%; with 100% employer match about $461,971 at 4% or $307,981 at 6%.
WALLACE,BOGGS, COLVIN, ROUSE, BUSHELMAN, PLLC 401K SAVINGS PLAN-0---