Civic Intelligence

J.L. Wallace Inc.

Plan context: J.L. Wallace Inc. 401K Plan

EIN 65-0745115 • Fort Myers, FL • 11 filings • 3 plans

9111 West College Pointe DriveFort Myers, FL 33919
Current Snapshot

Latest Year

2015

2015 Participants

9

2015 Assets

$1,031,326

2015 Contributions

$90,381

Historical Graphs

Total Assets Over Time

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

$1,031,326$515,663$0200420112015YearValue
$1,031,326Latest year 2015

Participants Over Time

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

26130200420102015YearValue
9Latest year 2015

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
201519$1,031,326$90,381$10,042iApproximate average salary by contribution assumption: employee only about $251,058 at 4% or $167,372 at 6%; with 50% employer match about $167,372 at 4% or $111,581 at 6%; with 100% employer match about $125,529 at 4% or $83,686 at 6%.
J.L. Wallace Inc. 401K Plan-9$1,031,326$90,381$10,042iApproximate average salary by contribution assumption: employee only about $251,058 at 4% or $167,372 at 6%; with 50% employer match about $167,372 at 4% or $111,581 at 6%; with 100% employer match about $125,529 at 4% or $83,686 at 6%.
2014119$921,652$83,279$4,383iApproximate average salary by contribution assumption: employee only about $109,578 at 4% or $73,052 at 6%; with 50% employer match about $73,052 at 4% or $48,701 at 6%; with 100% employer match about $54,789 at 4% or $36,526 at 6%.
J.L. Wallace Inc. 401K Plan-19$921,652$83,279$4,383iApproximate average salary by contribution assumption: employee only about $109,578 at 4% or $73,052 at 6%; with 50% employer match about $73,052 at 4% or $48,701 at 6%; with 100% employer match about $54,789 at 4% or $36,526 at 6%.
2013125$807,373$75,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
J.L. Wallace Inc. 401K Plan-25$807,373$75,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
2012125$732,373$66,579$2,663iApproximate average salary by contribution assumption: employee only about $66,579 at 4% or $44,386 at 6%; with 50% employer match about $44,386 at 4% or $29,591 at 6%; with 100% employer match about $33,290 at 4% or $22,193 at 6%.
J.L. Wallace Inc. 401K Plan-25$732,373$66,579$2,663iApproximate average salary by contribution assumption: employee only about $66,579 at 4% or $44,386 at 6%; with 50% employer match about $44,386 at 4% or $29,591 at 6%; with 100% employer match about $33,290 at 4% or $22,193 at 6%.
2011125$665,794$55,353$2,214iApproximate average salary by contribution assumption: employee only about $55,353 at 4% or $36,902 at 6%; with 50% employer match about $36,902 at 4% or $24,601 at 6%; with 100% employer match about $27,676 at 4% or $18,451 at 6%.
J.L. Wallace Inc. 401K Plan-25$665,794$55,353$2,214iApproximate average salary by contribution assumption: employee only about $55,353 at 4% or $36,902 at 6%; with 50% employer match about $36,902 at 4% or $24,601 at 6%; with 100% employer match about $27,676 at 4% or $18,451 at 6%.
2010121$658,072$72,080$3,432iApproximate average salary by contribution assumption: employee only about $85,810 at 4% or $57,206 at 6%; with 50% employer match about $57,206 at 4% or $38,138 at 6%; with 100% employer match about $42,905 at 4% or $28,603 at 6%.
J.L. Wallace Inc. 401K Plan-21$658,072$72,080$3,432iApproximate average salary by contribution assumption: employee only about $85,810 at 4% or $57,206 at 6%; with 50% employer match about $57,206 at 4% or $38,138 at 6%; with 100% employer match about $42,905 at 4% or $28,603 at 6%.
2009124$688,404$95,392$3,975iApproximate average salary by contribution assumption: employee only about $99,367 at 4% or $66,244 at 6%; with 50% employer match about $66,244 at 4% or $44,163 at 6%; with 100% employer match about $49,683 at 4% or $33,122 at 6%.
J.L. Wallace Inc. 401K Plan-24$688,404$95,392$3,975iApproximate average salary by contribution assumption: employee only about $99,367 at 4% or $66,244 at 6%; with 50% employer match about $66,244 at 4% or $44,163 at 6%; with 100% employer match about $49,683 at 4% or $33,122 at 6%.
2007124$0$0-
J.L. Wallace Inc. 401K Plan-24---
2006126$575,669$337,067$12,964iApproximate average salary by contribution assumption: employee only about $324,103 at 4% or $216,069 at 6%; with 50% employer match about $216,069 at 4% or $144,046 at 6%; with 100% employer match about $162,051 at 4% or $108,034 at 6%.
J.L. Wallace Inc. 401K Plan-26$575,669$337,067$12,964iApproximate average salary by contribution assumption: employee only about $324,103 at 4% or $216,069 at 6%; with 50% employer match about $216,069 at 4% or $144,046 at 6%; with 100% employer match about $162,051 at 4% or $108,034 at 6%.
2005120$226,758$152,891$7,645iApproximate average salary by contribution assumption: employee only about $191,114 at 4% or $127,409 at 6%; with 50% employer match about $127,409 at 4% or $84,939 at 6%; with 100% employer match about $95,557 at 4% or $63,705 at 6%.
J.L. Wallace Inc. 401K Plan-20$226,758$152,891$7,645iApproximate average salary by contribution assumption: employee only about $191,114 at 4% or $127,409 at 6%; with 50% employer match about $127,409 at 4% or $84,939 at 6%; with 100% employer match about $95,557 at 4% or $63,705 at 6%.
2004115$60,659$56,501$3,767iApproximate average salary by contribution assumption: employee only about $94,168 at 4% or $62,779 at 6%; with 50% employer match about $62,779 at 4% or $41,853 at 6%; with 100% employer match about $47,084 at 4% or $31,389 at 6%.
J.L. Wallace Inc. 401K Plan-15$60,659$56,501$3,767iApproximate average salary by contribution assumption: employee only about $94,168 at 4% or $62,779 at 6%; with 50% employer match about $62,779 at 4% or $41,853 at 6%; with 100% employer match about $47,084 at 4% or $31,389 at 6%.