Charles E. Walters & Co. Inc.
Plan context: Charles E. Walters & Co. Inc Profit Sharing Plan
EIN 63-0849757 • Pell City, AL • 26 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
1
2024 Assets
$690,928
2024 Contributions
$10,000
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 1 | $690,928 | $0 | - |
| Charles E. Walters & Co. Inc Profit Sharing Plan | - | 1 | $690,928 | - | - |
| 2023 | 1 | 1 | $683,064 | $0 | - |
| Charles E. Walters & Co. Inc Profit Sharing Plan | - | 1 | $683,064 | - | - |
| 2022 | 1 | 1 | $646,361 | $0 | - |
| Charles E. Walters & Co. Inc Profit Sharing Plan | - | 1 | $646,361 | - | - |
| 2021 | 1 | 1 | $811,576 | $0 | - |
| Charles E. Walters & Co. Inc Profit Sharing Plan | - | 1 | $811,576 | - | - |
| 2020 | 1 | 1 | $723,197 | $0 | - |
| Charles E. Walters & Co. Inc Profit Sharing Plan | - | 1 | $723,197 | - | - |
| 2019 | 1 | 1 | $732,300 | $0 | - |
| Charles E. Walters & Co. Inc Profit Sharing Plan | - | 1 | $732,300 | - | - |
| 2018 | 1 | 1 | $658,057 | $0 | - |
| Charles E. Walters & Co. Inc Profit Sharing Plan | - | 1 | $658,057 | - | - |
| 2017 | 1 | 1 | $707,561 | $0 | - |
| Charles E. Walters & Co. Inc Profit Sharing Plan | - | 1 | $707,561 | - | - |
| 2016 | 1 | 2 | $625,256 | $0 | - |
| Charles E. Walters & Co. Inc Profit Sharing Plan | - | 2 | $625,256 | - | - |
| 2015 | 1 | 3 | $605,058 | $0 | - |
| Charles E. Walters & Co. Inc Profit Sharing Plan | - | 3 | $605,058 | - | - |
| 2014 | 1 | 3 | $673,057 | $0 | - |
| Charles E. Walters & Co. Inc Profit Sharing Plan | - | 3 | $673,057 | - | - |
| 2013 | 1 | 3 | $699,526 | $0 | - |
| Charles E. Walters & Co. Inc Profit Sharing Plan | - | 3 | $699,526 | - | - |
| 2012 | 1 | 3 | $646,316 | $0 | - |
| Charles E. Walters & Co. Inc Profit Sharing Plan | - | 3 | $646,316 | - | - |
| 2011 | 1 | 3 | $646,864 | $0 | - |
| Charles E. Walters & Co. Inc Profit Sharing Plan | - | 3 | $646,864 | - | - |
| 2010 | 1 | 3 | $655,660 | $0 | - |
| Charles E. Walters & Co. Inc Profit Sharing Plan | - | 3 | $655,660 | - | - |
| 2009 | 1 | 2 | $583,502 | $10,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| Charles E. Walters & Co. Inc Profit Sharing Plan | - | 2 | $583,502 | $10,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| 2008 | 1 | 2 | $526,602 | $20,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| Charles E. Walters & Co. Inc Profit Sharing Plan | - | 2 | $526,602 | $20,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| 2007 | 1 | 2 | $1,080,338 | $0 | - |
| Charles E. Walters & Co. Inc Profit Sharing Plan | - | 2 | $1,080,338 | - | - |
| 2006 | 1 | 3 | $1,039,657 | $20,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| Charles E. Walters & Co. Inc Profit Sharing Plan | - | 3 | $1,039,657 | $20,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| 2005 | 1 | 3 | $895,518 | $20,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| Charles E. Walters & Co. Inc Profit Sharing Plan | - | 3 | $895,518 | $20,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| 2004 | 1 | 3 | $798,543 | $20,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| Charles E. Walters & Co. Inc Profit Sharing Plan | - | 3 | $798,543 | $20,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| 2003 | 1 | 3 | $706,512 | $0 | - |
| Charles E. Walters & Co. Inc Profit Sharing Plan | - | 3 | $706,512 | - | - |
| 2002 | 1 | 3 | $545,194 | $0 | - |
| Charles E. Walters & Co. Inc Profit Sharing Plan | - | 3 | $545,194 | - | - |
| 2001 | 1 | 3 | $0 | $0 | - |
| Charles E. Walters & Co. Inc Profit Sharing Plan | - | 3 | - | - | - |
| 2000 | 1 | 3 | $646,185 | $32,287 | $10,762iApproximate average salary by contribution assumption: employee only about $269,058 at 4% or $179,372 at 6%; with 50% employer match about $179,372 at 4% or $119,581 at 6%; with 100% employer match about $134,529 at 4% or $89,686 at 6%. |
| Charles E. Walters & Co. Inc Profit Sharing Plan | - | 3 | $646,185 | $32,287 | $10,762iApproximate average salary by contribution assumption: employee only about $269,058 at 4% or $179,372 at 6%; with 50% employer match about $179,372 at 4% or $119,581 at 6%; with 100% employer match about $134,529 at 4% or $89,686 at 6%. |
| 1999 | 1 | 3 | $587,006 | $30,579 | $10,193iApproximate average salary by contribution assumption: employee only about $254,825 at 4% or $169,883 at 6%; with 50% employer match about $169,883 at 4% or $113,256 at 6%; with 100% employer match about $127,413 at 4% or $84,942 at 6%. |
| Charles E. Walters & Co. Inc Profit Sharing Plan | - | 3 | $587,006 | $30,579 | $10,193iApproximate average salary by contribution assumption: employee only about $254,825 at 4% or $169,883 at 6%; with 50% employer match about $169,883 at 4% or $113,256 at 6%; with 100% employer match about $127,413 at 4% or $84,942 at 6%. |