Civic Intelligence

Walston, Wells, Anderson & Bains LLP

Plan context: Walston, Wells, Anderson, & Bains LLP Amended & Restated 401K Plan & Trust

EIN 63-1050277 • 16 filings • 4 plans

Current Snapshot

Latest Year

2010

2010 Participants

35

2010 Assets

$11,098,116

2010 Contributions

$355,858

Historical Graphs

Total Assets Over Time

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

$15,847,685$7,923,843$0199920052009YearValue
$11,098,116Latest year 2009

Participants Over Time

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

127640199920042009YearValue
35Latest year 2009

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
201010$0$355,858-
Walston, Wells, Anderson, & Bains LLP Amended & Restated 401K Plan & Trust-0-$355,858-
2009135$11,098,116$438,979$12,542iApproximate average salary by contribution assumption: employee only about $313,556 at 4% or $209,038 at 6%; with 50% employer match about $209,038 at 4% or $139,358 at 6%; with 100% employer match about $156,778 at 4% or $104,519 at 6%.
Walston, Wells, Anderson, & Bains LLP Amended & Restated 401K Plan & Trust-35$11,098,116$438,979$12,542iApproximate average salary by contribution assumption: employee only about $313,556 at 4% or $209,038 at 6%; with 50% employer match about $209,038 at 4% or $139,358 at 6%; with 100% employer match about $156,778 at 4% or $104,519 at 6%.
2008146$11,029,427$699,841$15,214iApproximate average salary by contribution assumption: employee only about $380,348 at 4% or $253,566 at 6%; with 50% employer match about $253,566 at 4% or $169,044 at 6%; with 100% employer match about $190,174 at 4% or $126,783 at 6%.
Walston, Wells, Anderson, & Bains LLP Amended & Restated 401K Plan & Trust-46$11,029,427$699,841$15,214iApproximate average salary by contribution assumption: employee only about $380,348 at 4% or $253,566 at 6%; with 50% employer match about $253,566 at 4% or $169,044 at 6%; with 100% employer match about $190,174 at 4% or $126,783 at 6%.
2007190$15,169,331$756,748$8,408iApproximate average salary by contribution assumption: employee only about $210,208 at 4% or $140,139 at 6%; with 50% employer match about $140,139 at 4% or $93,426 at 6%; with 100% employer match about $105,104 at 4% or $70,069 at 6%.
Walston, Wells, Anderson, & Bains LLP Amended & Restated 401K Plan & Trust-90$15,169,331$756,748$8,408iApproximate average salary by contribution assumption: employee only about $210,208 at 4% or $140,139 at 6%; with 50% employer match about $140,139 at 4% or $93,426 at 6%; with 100% employer match about $105,104 at 4% or $70,069 at 6%.
2006191$15,847,685$858,447$9,433iApproximate average salary by contribution assumption: employee only about $235,837 at 4% or $157,225 at 6%; with 50% employer match about $157,225 at 4% or $104,816 at 6%; with 100% employer match about $117,919 at 4% or $78,612 at 6%.
Walston, Wells, Anderson, & Bains LLP Amended & Restated 401K Plan & Trust-91$15,847,685$858,447$9,433iApproximate average salary by contribution assumption: employee only about $235,837 at 4% or $157,225 at 6%; with 50% employer match about $157,225 at 4% or $104,816 at 6%; with 100% employer match about $117,919 at 4% or $78,612 at 6%.
20051125$14,564,681$1,090,122$8,721iApproximate average salary by contribution assumption: employee only about $218,024 at 4% or $145,350 at 6%; with 50% employer match about $145,350 at 4% or $96,900 at 6%; with 100% employer match about $109,012 at 4% or $72,675 at 6%.
Walston, Wells, Anderson, & Bains LLP Amended & Restated 401K Plan & Trust-125$14,564,681$1,090,122$8,721iApproximate average salary by contribution assumption: employee only about $218,024 at 4% or $145,350 at 6%; with 50% employer match about $145,350 at 4% or $96,900 at 6%; with 100% employer match about $109,012 at 4% or $72,675 at 6%.
20041123$14,758,012$1,314,232$10,685iApproximate average salary by contribution assumption: employee only about $267,120 at 4% or $178,080 at 6%; with 50% employer match about $178,080 at 4% or $118,720 at 6%; with 100% employer match about $133,560 at 4% or $89,040 at 6%.
Walston, Wells, Anderson, & Bains LLP Amended & Restated 401K Plan & Trust-123$14,758,012$1,314,232$10,685iApproximate average salary by contribution assumption: employee only about $267,120 at 4% or $178,080 at 6%; with 50% employer match about $178,080 at 4% or $118,720 at 6%; with 100% employer match about $133,560 at 4% or $89,040 at 6%.
20031127$12,031,487$1,124,707$8,856iApproximate average salary by contribution assumption: employee only about $221,399 at 4% or $147,599 at 6%; with 50% employer match about $147,599 at 4% or $98,400 at 6%; with 100% employer match about $110,700 at 4% or $73,800 at 6%.
Walston, Wells, Anderson, & Bains LLP Amended & Restated 401K Plan & Trust-127$12,031,487$1,124,707$8,856iApproximate average salary by contribution assumption: employee only about $221,399 at 4% or $147,599 at 6%; with 50% employer match about $147,599 at 4% or $98,400 at 6%; with 100% employer match about $110,700 at 4% or $73,800 at 6%.
20022123$9,422,185$1,356,930$11,032iApproximate average salary by contribution assumption: employee only about $275,799 at 4% or $183,866 at 6%; with 50% employer match about $183,866 at 4% or $122,577 at 6%; with 100% employer match about $137,899 at 4% or $91,933 at 6%.
Walston, Wells, Anderson, & Bains LLP Amended & Restated 401K Plan & Trust-123$9,422,185$1,356,930$11,032iApproximate average salary by contribution assumption: employee only about $275,799 at 4% or $183,866 at 6%; with 50% employer match about $183,866 at 4% or $122,577 at 6%; with 100% employer match about $137,899 at 4% or $91,933 at 6%.
Walston, Wells, Anderson & Bains LLP Amended & Restated Money Purchase Pension Plan & Trust-0---
2001266$0$0-
Walston, Wells, Anderson & Bains LLP Amended & Restated Money Purchase Pension Plan & Trust-64---
Walston, Wells, Anderson, & Bains LLP Amended & Restated 401K Plan & Trust-66---
2000258$4,816,325$549,779$9,479iApproximate average salary by contribution assumption: employee only about $236,974 at 4% or $157,982 at 6%; with 50% employer match about $157,982 at 4% or $105,322 at 6%; with 100% employer match about $118,487 at 4% or $78,991 at 6%.
Walston, Wells, Anderson, & Bains LLP Amended & Restated 401K Plan & Trust-58$4,816,325$549,779$9,479iApproximate average salary by contribution assumption: employee only about $236,974 at 4% or $157,982 at 6%; with 50% employer match about $157,982 at 4% or $105,322 at 6%; with 100% employer match about $118,487 at 4% or $78,991 at 6%.
Walston, Wells, Anderson & Bains LLP Amended & Restated Money Purchase Pension Plan & Trust-58---
1999247$12,713,537$737,336$15,688iApproximate average salary by contribution assumption: employee only about $392,200 at 4% or $261,467 at 6%; with 50% employer match about $261,467 at 4% or $174,311 at 6%; with 100% employer match about $196,100 at 4% or $130,733 at 6%.
Walston, Wells, Anderson & Bains LLP Amended & Restated Money Purchase Pension Plan & Trust-47$7,336,632$366,164$7,791iApproximate average salary by contribution assumption: employee only about $194,768 at 4% or $129,845 at 6%; with 50% employer match about $129,845 at 4% or $86,564 at 6%; with 100% employer match about $97,384 at 4% or $64,923 at 6%.
Walston, Wells, Anderson, & Bains LLP Amended & Restated 401K Plan & Trust-46$5,376,905$371,172$8,069iApproximate average salary by contribution assumption: employee only about $201,724 at 4% or $134,483 at 6%; with 50% employer match about $134,483 at 4% or $89,655 at 6%; with 100% employer match about $100,862 at 4% or $67,241 at 6%.