Civic Intelligence

Walters/Gottlies Partners Inc.

Plan context: Walters/Gottlies Partners Inc. 401K Plan

EIN 65-0160596 • West Palm Beach, FL • 12 filings • 3 plans

One Clearlake Centre250 South Australian Avenue, SuiteWest Palm Beach, FL 33401-5018
Current Snapshot

Latest Year

2010

2010 Participants

32

2010 Assets

$437,772

2010 Contributions

$59,419

Historical Graphs

Total Assets Over Time

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

$1,057,380$528,690$0199920052010YearValue
$437,772Latest year 2010

Participants Over Time

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

33170199920052010YearValue
32Latest year 2010

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
2010132$437,772$59,419$1,857iApproximate average salary by contribution assumption: employee only about $46,421 at 4% or $30,947 at 6%; with 50% employer match about $30,947 at 4% or $20,632 at 6%; with 100% employer match about $23,211 at 4% or $15,474 at 6%.
Walters/Gottlies Partners Inc. 401K Plan-32$437,772$59,419$1,857iApproximate average salary by contribution assumption: employee only about $46,421 at 4% or $30,947 at 6%; with 50% employer match about $30,947 at 4% or $20,632 at 6%; with 100% employer match about $23,211 at 4% or $15,474 at 6%.
2009133$655,555$96,436$2,922iApproximate average salary by contribution assumption: employee only about $73,058 at 4% or $48,705 at 6%; with 50% employer match about $48,705 at 4% or $32,470 at 6%; with 100% employer match about $36,529 at 4% or $24,353 at 6%.
Walters/Gottlies Partners Inc. 401K Plan-33$655,555$96,436$2,922iApproximate average salary by contribution assumption: employee only about $73,058 at 4% or $48,705 at 6%; with 50% employer match about $48,705 at 4% or $32,470 at 6%; with 100% employer match about $36,529 at 4% or $24,353 at 6%.
2008120$796,123$107,323$5,366iApproximate average salary by contribution assumption: employee only about $134,154 at 4% or $89,436 at 6%; with 50% employer match about $89,436 at 4% or $59,624 at 6%; with 100% employer match about $67,077 at 4% or $44,718 at 6%.
Walters/Gottlies Partners Inc. 401K Plan-20$796,123$107,323$5,366iApproximate average salary by contribution assumption: employee only about $134,154 at 4% or $89,436 at 6%; with 50% employer match about $89,436 at 4% or $59,624 at 6%; with 100% employer match about $67,077 at 4% or $44,718 at 6%.
2007118$0$0-
Walters/Gottlies Partners Inc. 401K Plan-18---
2006118$1,057,380$94,297$5,239iApproximate average salary by contribution assumption: employee only about $130,968 at 4% or $87,312 at 6%; with 50% employer match about $87,312 at 4% or $58,208 at 6%; with 100% employer match about $65,484 at 4% or $43,656 at 6%.
Walters/Gottlies Partners Inc. 401K Plan-18$1,057,380$94,297$5,239iApproximate average salary by contribution assumption: employee only about $130,968 at 4% or $87,312 at 6%; with 50% employer match about $87,312 at 4% or $58,208 at 6%; with 100% employer match about $65,484 at 4% or $43,656 at 6%.
2005113$870,975$105,844$8,142iApproximate average salary by contribution assumption: employee only about $203,546 at 4% or $135,697 at 6%; with 50% employer match about $135,697 at 4% or $90,465 at 6%; with 100% employer match about $101,773 at 4% or $67,849 at 6%.
Walters/Gottlies Partners Inc. 401K Plan-13$870,975$105,844$8,142iApproximate average salary by contribution assumption: employee only about $203,546 at 4% or $135,697 at 6%; with 50% employer match about $135,697 at 4% or $90,465 at 6%; with 100% employer match about $101,773 at 4% or $67,849 at 6%.
2004117$727,031$153,583$9,034iApproximate average salary by contribution assumption: employee only about $225,857 at 4% or $150,572 at 6%; with 50% employer match about $150,572 at 4% or $100,381 at 6%; with 100% employer match about $112,929 at 4% or $75,286 at 6%.
Walters/Gottlies Partners Inc. 401K Plan-17$727,031$153,583$9,034iApproximate average salary by contribution assumption: employee only about $225,857 at 4% or $150,572 at 6%; with 50% employer match about $150,572 at 4% or $100,381 at 6%; with 100% employer match about $112,929 at 4% or $75,286 at 6%.
2003117$546,355$144,834$8,520iApproximate average salary by contribution assumption: employee only about $212,991 at 4% or $141,994 at 6%; with 50% employer match about $141,994 at 4% or $94,663 at 6%; with 100% employer match about $106,496 at 4% or $70,997 at 6%.
Walters/Gottlies Partners Inc. 401K Plan-17$546,355$144,834$8,520iApproximate average salary by contribution assumption: employee only about $212,991 at 4% or $141,994 at 6%; with 50% employer match about $141,994 at 4% or $94,663 at 6%; with 100% employer match about $106,496 at 4% or $70,997 at 6%.
2002117$335,415$137,765$8,104iApproximate average salary by contribution assumption: employee only about $202,596 at 4% or $135,064 at 6%; with 50% employer match about $135,064 at 4% or $90,042 at 6%; with 100% employer match about $101,298 at 4% or $67,532 at 6%.
Walters/Gottlies Partners Inc. 401K Plan-17$335,415$137,765$8,104iApproximate average salary by contribution assumption: employee only about $202,596 at 4% or $135,064 at 6%; with 50% employer match about $135,064 at 4% or $90,042 at 6%; with 100% employer match about $101,298 at 4% or $67,532 at 6%.
2001113$0$0-
Walters/Gottlies Partners Inc. 401K Plan-13---
2000110$164,167$92,889$9,289iApproximate average salary by contribution assumption: employee only about $232,223 at 4% or $154,815 at 6%; with 50% employer match about $154,815 at 4% or $103,210 at 6%; with 100% employer match about $116,111 at 4% or $77,408 at 6%.
Walters/Gottlies Partners Inc. 401K Plan-10$164,167$92,889$9,289iApproximate average salary by contribution assumption: employee only about $232,223 at 4% or $154,815 at 6%; with 50% employer match about $154,815 at 4% or $103,210 at 6%; with 100% employer match about $116,111 at 4% or $77,408 at 6%.
1999114$81,485$80,826$5,773iApproximate average salary by contribution assumption: employee only about $144,332 at 4% or $96,221 at 6%; with 50% employer match about $96,221 at 4% or $64,148 at 6%; with 100% employer match about $72,166 at 4% or $48,111 at 6%.
Walters/Gottlies Partners Inc. 401K Plan-14$81,485$80,826$5,773iApproximate average salary by contribution assumption: employee only about $144,332 at 4% or $96,221 at 6%; with 50% employer match about $96,221 at 4% or $64,148 at 6%; with 100% employer match about $72,166 at 4% or $48,111 at 6%.