Wallace & Wallace Inc.
Plan context: Wallace & Wallace Inc. Savings Plan
EIN 62-0398040 • Knoxville, TN • 18 filings • 2 plans
Current Snapshot
Latest Year
2017
2017 Participants
27
2017 Assets
$1,312,694
2017 Contributions
$35,468
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2017 | 1 | 0 | $0 | $35,468 | - |
| Wallace & Wallace Inc. Savings Plan | - | 0 | $0 | $35,468 | - |
| 2016 | 1 | 27 | $1,312,694 | $52,937 | $1,961iApproximate average salary by contribution assumption: employee only about $49,016 at 4% or $32,677 at 6%; with 50% employer match about $32,677 at 4% or $21,785 at 6%; with 100% employer match about $24,508 at 4% or $16,339 at 6%. |
| Wallace & Wallace Inc. Savings Plan | - | 27 | $1,312,694 | $52,937 | $1,961iApproximate average salary by contribution assumption: employee only about $49,016 at 4% or $32,677 at 6%; with 50% employer match about $32,677 at 4% or $21,785 at 6%; with 100% employer match about $24,508 at 4% or $16,339 at 6%. |
| 2015 | 1 | 27 | $1,182,464 | $58,135 | $2,153iApproximate average salary by contribution assumption: employee only about $53,829 at 4% or $35,886 at 6%; with 50% employer match about $35,886 at 4% or $23,924 at 6%; with 100% employer match about $26,914 at 4% or $17,943 at 6%. |
| Wallace & Wallace Inc. Savings Plan | - | 27 | $1,182,464 | $58,135 | $2,153iApproximate average salary by contribution assumption: employee only about $53,829 at 4% or $35,886 at 6%; with 50% employer match about $35,886 at 4% or $23,924 at 6%; with 100% employer match about $26,914 at 4% or $17,943 at 6%. |
| 2014 | 1 | 27 | $1,158,581 | $48,240 | $1,787iApproximate average salary by contribution assumption: employee only about $44,667 at 4% or $29,778 at 6%; with 50% employer match about $29,778 at 4% or $19,852 at 6%; with 100% employer match about $22,333 at 4% or $14,889 at 6%. |
| Wallace & Wallace Inc. Savings Plan | - | 27 | $1,158,581 | $48,240 | $1,787iApproximate average salary by contribution assumption: employee only about $44,667 at 4% or $29,778 at 6%; with 50% employer match about $29,778 at 4% or $19,852 at 6%; with 100% employer match about $22,333 at 4% or $14,889 at 6%. |
| 2013 | 1 | 28 | $1,094,791 | $48,758 | $1,741iApproximate average salary by contribution assumption: employee only about $43,534 at 4% or $29,023 at 6%; with 50% employer match about $29,023 at 4% or $19,348 at 6%; with 100% employer match about $21,767 at 4% or $14,511 at 6%. |
| Wallace & Wallace Inc. Savings Plan | - | 28 | $1,094,791 | $48,758 | $1,741iApproximate average salary by contribution assumption: employee only about $43,534 at 4% or $29,023 at 6%; with 50% employer match about $29,023 at 4% or $19,348 at 6%; with 100% employer match about $21,767 at 4% or $14,511 at 6%. |
| 2012 | 1 | 27 | $884,766 | $44,445 | $1,646iApproximate average salary by contribution assumption: employee only about $41,153 at 4% or $27,435 at 6%; with 50% employer match about $27,435 at 4% or $18,290 at 6%; with 100% employer match about $20,576 at 4% or $13,718 at 6%. |
| Wallace & Wallace Inc. Savings Plan | - | 27 | $884,766 | $44,445 | $1,646iApproximate average salary by contribution assumption: employee only about $41,153 at 4% or $27,435 at 6%; with 50% employer match about $27,435 at 4% or $18,290 at 6%; with 100% employer match about $20,576 at 4% or $13,718 at 6%. |
| 2011 | 1 | 30 | $849,758 | $54,369 | $1,812iApproximate average salary by contribution assumption: employee only about $45,308 at 4% or $30,205 at 6%; with 50% employer match about $30,205 at 4% or $20,137 at 6%; with 100% employer match about $22,654 at 4% or $15,103 at 6%. |
| Wallace & Wallace Inc. Savings Plan | - | 30 | $849,758 | $54,369 | $1,812iApproximate average salary by contribution assumption: employee only about $45,308 at 4% or $30,205 at 6%; with 50% employer match about $30,205 at 4% or $20,137 at 6%; with 100% employer match about $22,654 at 4% or $15,103 at 6%. |
| 2010 | 1 | 31 | $893,188 | $52,989 | $1,709iApproximate average salary by contribution assumption: employee only about $42,733 at 4% or $28,489 at 6%; with 50% employer match about $28,489 at 4% or $18,992 at 6%; with 100% employer match about $21,367 at 4% or $14,244 at 6%. |
| Wallace & Wallace Inc. Savings Plan | - | 31 | $893,188 | $52,989 | $1,709iApproximate average salary by contribution assumption: employee only about $42,733 at 4% or $28,489 at 6%; with 50% employer match about $28,489 at 4% or $18,992 at 6%; with 100% employer match about $21,367 at 4% or $14,244 at 6%. |
| 2009 | 1 | 50 | $811,446 | $46,835 | $937iApproximate average salary by contribution assumption: employee only about $23,418 at 4% or $15,612 at 6%; with 50% employer match about $15,612 at 4% or $10,408 at 6%; with 100% employer match about $11,709 at 4% or $7,806 at 6%. |
| Wallace & Wallace Inc. Savings Plan | - | 50 | $811,446 | $46,835 | $937iApproximate average salary by contribution assumption: employee only about $23,418 at 4% or $15,612 at 6%; with 50% employer match about $15,612 at 4% or $10,408 at 6%; with 100% employer match about $11,709 at 4% or $7,806 at 6%. |
| 2008 | 1 | 54 | $0 | $0 | - |
| Wallace & Wallace Inc. Savings Plan | - | 54 | - | - | - |
| 2007 | 1 | 47 | $0 | $0 | - |
| Wallace & Wallace Inc. Savings Plan | - | 47 | - | - | - |
| 2006 | 1 | 64 | $693,834 | $79,249 | $1,238iApproximate average salary by contribution assumption: employee only about $30,957 at 4% or $20,638 at 6%; with 50% employer match about $20,638 at 4% or $13,759 at 6%; with 100% employer match about $15,478 at 4% or $10,319 at 6%. |
| Wallace & Wallace Inc. Savings Plan | - | 64 | $693,834 | $79,249 | $1,238iApproximate average salary by contribution assumption: employee only about $30,957 at 4% or $20,638 at 6%; with 50% employer match about $20,638 at 4% or $13,759 at 6%; with 100% employer match about $15,478 at 4% or $10,319 at 6%. |
| 2005 | 1 | 47 | $556,434 | $60,210 | $1,281iApproximate average salary by contribution assumption: employee only about $32,027 at 4% or $21,351 at 6%; with 50% employer match about $21,351 at 4% or $14,234 at 6%; with 100% employer match about $16,013 at 4% or $10,676 at 6%. |
| Wallace & Wallace Inc. Savings Plan | - | 47 | $556,434 | $60,210 | $1,281iApproximate average salary by contribution assumption: employee only about $32,027 at 4% or $21,351 at 6%; with 50% employer match about $21,351 at 4% or $14,234 at 6%; with 100% employer match about $16,013 at 4% or $10,676 at 6%. |
| 2004 | 1 | 50 | $469,857 | $53,161 | $1,063iApproximate average salary by contribution assumption: employee only about $26,581 at 4% or $17,720 at 6%; with 50% employer match about $17,720 at 4% or $11,814 at 6%; with 100% employer match about $13,290 at 4% or $8,860 at 6%. |
| Wallace & Wallace Inc. Savings Plan | - | 50 | $469,857 | $53,161 | $1,063iApproximate average salary by contribution assumption: employee only about $26,581 at 4% or $17,720 at 6%; with 50% employer match about $17,720 at 4% or $11,814 at 6%; with 100% employer match about $13,290 at 4% or $8,860 at 6%. |
| 2003 | 1 | 49 | $399,040 | $39,850 | $813iApproximate average salary by contribution assumption: employee only about $20,332 at 4% or $13,554 at 6%; with 50% employer match about $13,554 at 4% or $9,036 at 6%; with 100% employer match about $10,166 at 4% or $6,777 at 6%. |
| Wallace & Wallace Inc. Savings Plan | - | 49 | $399,040 | $39,850 | $813iApproximate average salary by contribution assumption: employee only about $20,332 at 4% or $13,554 at 6%; with 50% employer match about $13,554 at 4% or $9,036 at 6%; with 100% employer match about $10,166 at 4% or $6,777 at 6%. |
| 2002 | 1 | 20 | $355,603 | $34,611 | $1,731iApproximate average salary by contribution assumption: employee only about $43,264 at 4% or $28,843 at 6%; with 50% employer match about $28,843 at 4% or $19,228 at 6%; with 100% employer match about $21,632 at 4% or $14,421 at 6%. |
| Wallace & Wallace Inc. Savings Plan | - | 20 | $355,603 | $34,611 | $1,731iApproximate average salary by contribution assumption: employee only about $43,264 at 4% or $28,843 at 6%; with 50% employer match about $28,843 at 4% or $19,228 at 6%; with 100% employer match about $21,632 at 4% or $14,421 at 6%. |
| 2001 | 1 | 23 | $418,543 | $49,057 | $2,133iApproximate average salary by contribution assumption: employee only about $53,323 at 4% or $35,549 at 6%; with 50% employer match about $35,549 at 4% or $23,699 at 6%; with 100% employer match about $26,661 at 4% or $17,774 at 6%. |
| Wallace & Wallace Inc. Savings Plan | - | 23 | $418,543 | $49,057 | $2,133iApproximate average salary by contribution assumption: employee only about $53,323 at 4% or $35,549 at 6%; with 50% employer match about $35,549 at 4% or $23,699 at 6%; with 100% employer match about $26,661 at 4% or $17,774 at 6%. |
| 2000 | 1 | 25 | $394,500 | $33,939 | $1,358iApproximate average salary by contribution assumption: employee only about $33,939 at 4% or $22,626 at 6%; with 50% employer match about $22,626 at 4% or $15,084 at 6%; with 100% employer match about $16,970 at 4% or $11,313 at 6%. |
| Wallace & Wallace Inc. Savings Plan | - | 25 | $394,500 | $33,939 | $1,358iApproximate average salary by contribution assumption: employee only about $33,939 at 4% or $22,626 at 6%; with 50% employer match about $22,626 at 4% or $15,084 at 6%; with 100% employer match about $16,970 at 4% or $11,313 at 6%. |