Civic Intelligence

Wallace & Oneil Inc.

Plan context: Wallace & Oneil Inc. 401K Profit Sharing Plan

EIN 68-0070035 • Sacramento, CA • 35 filings • 12 plans

711 University AvenueSacramento, CA 95825
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$4,915,306

2024 Contributions

$45,960

Historical Graphs

Total Assets Over Time

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

$7,212,698$3,606,349$0199920122024YearValue
$4,915,306Latest year 2024

Participants Over Time

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

1260199920122024YearValue
3Latest year 2024

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
202413$4,915,306$45,960$15,320iApproximate average salary by contribution assumption: employee only about $383,000 at 4% or $255,333 at 6%; with 50% employer match about $255,333 at 4% or $170,222 at 6%; with 100% employer match about $191,500 at 4% or $127,667 at 6%.
Wallace & Oneil Inc. 401K Profit Sharing Plan-3$4,915,306$45,960$15,320iApproximate average salary by contribution assumption: employee only about $383,000 at 4% or $255,333 at 6%; with 50% employer match about $255,333 at 4% or $170,222 at 6%; with 100% employer match about $191,500 at 4% or $127,667 at 6%.
202328$7,212,698$326,790$40,849iApproximate average salary by contribution assumption: employee only about $1,021,219 at 4% or $680,813 at 6%; with 50% employer match about $680,813 at 4% or $453,875 at 6%; with 100% employer match about $510,609 at 4% or $340,406 at 6%.
Wallace & Oneil Inc. 401K Profit Sharing Plan-8$6,828,609$128,790$16,099iApproximate average salary by contribution assumption: employee only about $402,469 at 4% or $268,313 at 6%; with 50% employer match about $268,313 at 4% or $178,875 at 6%; with 100% employer match about $201,234 at 4% or $134,156 at 6%.
Wallace and Associates Inc. Defined Benefit Pension Plan-7$384,089$198,000$28,286iApproximate average salary by contribution assumption: employee only about $707,143 at 4% or $471,429 at 6%; with 50% employer match about $471,429 at 4% or $314,286 at 6%; with 100% employer match about $353,571 at 4% or $235,714 at 6%.
202228$6,243,011$275,813$34,477iApproximate average salary by contribution assumption: employee only about $861,916 at 4% or $574,610 at 6%; with 50% employer match about $574,610 at 4% or $383,074 at 6%; with 100% employer match about $430,958 at 4% or $287,305 at 6%.
Wallace & Oneil Inc. 401K Profit Sharing Plan-8$6,095,011$127,813$15,977iApproximate average salary by contribution assumption: employee only about $399,416 at 4% or $266,277 at 6%; with 50% employer match about $266,277 at 4% or $177,518 at 6%; with 100% employer match about $199,708 at 4% or $133,139 at 6%.
Wallace and Associates Inc. Defined Benefit Pension Plan-6$148,000$148,000$24,667iApproximate average salary by contribution assumption: employee only about $616,667 at 4% or $411,111 at 6%; with 50% employer match about $411,111 at 4% or $274,074 at 6%; with 100% employer match about $308,333 at 4% or $205,556 at 6%.
202116$6,815,339$90,912$15,152iApproximate average salary by contribution assumption: employee only about $378,800 at 4% or $252,533 at 6%; with 50% employer match about $252,533 at 4% or $168,356 at 6%; with 100% employer match about $189,400 at 4% or $126,267 at 6%.
Wallace & Oneil Inc. 401K Profit Sharing Plan-6$6,815,339$90,912$15,152iApproximate average salary by contribution assumption: employee only about $378,800 at 4% or $252,533 at 6%; with 50% employer match about $252,533 at 4% or $168,356 at 6%; with 100% employer match about $189,400 at 4% or $126,267 at 6%.
202016$6,072,858$89,280$14,880iApproximate average salary by contribution assumption: employee only about $372,000 at 4% or $248,000 at 6%; with 50% employer match about $248,000 at 4% or $165,333 at 6%; with 100% employer match about $186,000 at 4% or $124,000 at 6%.
Wallace & Oneil Inc. 401K Profit Sharing Plan-6$6,072,858$89,280$14,880iApproximate average salary by contribution assumption: employee only about $372,000 at 4% or $248,000 at 6%; with 50% employer match about $248,000 at 4% or $165,333 at 6%; with 100% employer match about $186,000 at 4% or $124,000 at 6%.
201916$5,819,811$74,395$12,399iApproximate average salary by contribution assumption: employee only about $309,979 at 4% or $206,653 at 6%; with 50% employer match about $206,653 at 4% or $137,769 at 6%; with 100% employer match about $154,990 at 4% or $103,326 at 6%.
Wallace & Oneil Inc. 401K Profit Sharing Plan-6$5,819,811$74,395$12,399iApproximate average salary by contribution assumption: employee only about $309,979 at 4% or $206,653 at 6%; with 50% employer match about $206,653 at 4% or $137,769 at 6%; with 100% employer match about $154,990 at 4% or $103,326 at 6%.
201815$4,917,943$28,400$5,680iApproximate average salary by contribution assumption: employee only about $142,000 at 4% or $94,667 at 6%; with 50% employer match about $94,667 at 4% or $63,111 at 6%; with 100% employer match about $71,000 at 4% or $47,333 at 6%.
Wallace & Oneil Inc. 401K Profit Sharing Plan-5$4,917,943$28,400$5,680iApproximate average salary by contribution assumption: employee only about $142,000 at 4% or $94,667 at 6%; with 50% employer match about $94,667 at 4% or $63,111 at 6%; with 100% employer match about $71,000 at 4% or $47,333 at 6%.
201714$5,041,655$78,102$19,526iApproximate average salary by contribution assumption: employee only about $488,138 at 4% or $325,425 at 6%; with 50% employer match about $325,425 at 4% or $216,950 at 6%; with 100% employer match about $244,069 at 4% or $162,713 at 6%.
Wallace & Oneil Inc. 401K Profit Sharing Plan-4$5,041,655$78,102$19,526iApproximate average salary by contribution assumption: employee only about $488,138 at 4% or $325,425 at 6%; with 50% employer match about $325,425 at 4% or $216,950 at 6%; with 100% employer match about $244,069 at 4% or $162,713 at 6%.
201618$5,305,040$196,625$24,578iApproximate average salary by contribution assumption: employee only about $614,453 at 4% or $409,635 at 6%; with 50% employer match about $409,635 at 4% or $273,090 at 6%; with 100% employer match about $307,227 at 4% or $204,818 at 6%.
Wallace & Oneil Inc. 401K Profit Sharing Plan-8$5,305,040$196,625$24,578iApproximate average salary by contribution assumption: employee only about $614,453 at 4% or $409,635 at 6%; with 50% employer match about $409,635 at 4% or $273,090 at 6%; with 100% employer match about $307,227 at 4% or $204,818 at 6%.
201518$4,783,299$266,267$33,283iApproximate average salary by contribution assumption: employee only about $832,084 at 4% or $554,723 at 6%; with 50% employer match about $554,723 at 4% or $369,815 at 6%; with 100% employer match about $416,042 at 4% or $277,361 at 6%.
Wallace & Oneil Inc. 401K Profit Sharing Plan-8$4,783,299$266,267$33,283iApproximate average salary by contribution assumption: employee only about $832,084 at 4% or $554,723 at 6%; with 50% employer match about $554,723 at 4% or $369,815 at 6%; with 100% employer match about $416,042 at 4% or $277,361 at 6%.
201418$4,639,465$281,912$35,239iApproximate average salary by contribution assumption: employee only about $880,975 at 4% or $587,317 at 6%; with 50% employer match about $587,317 at 4% or $391,544 at 6%; with 100% employer match about $440,488 at 4% or $293,658 at 6%.
Wallace & Oneil Inc. 401K Profit Sharing Plan-8$4,639,465$281,912$35,239iApproximate average salary by contribution assumption: employee only about $880,975 at 4% or $587,317 at 6%; with 50% employer match about $587,317 at 4% or $391,544 at 6%; with 100% employer match about $440,488 at 4% or $293,658 at 6%.
201318$3,875,978$213,200$26,650iApproximate average salary by contribution assumption: employee only about $666,250 at 4% or $444,167 at 6%; with 50% employer match about $444,167 at 4% or $296,111 at 6%; with 100% employer match about $333,125 at 4% or $222,083 at 6%.
Wallace & Oneil Inc. 401K Profit Sharing Plan-8$3,875,978$213,200$26,650iApproximate average salary by contribution assumption: employee only about $666,250 at 4% or $444,167 at 6%; with 50% employer match about $444,167 at 4% or $296,111 at 6%; with 100% employer match about $333,125 at 4% or $222,083 at 6%.
201218$3,295,383$159,250$19,906iApproximate average salary by contribution assumption: employee only about $497,656 at 4% or $331,771 at 6%; with 50% employer match about $331,771 at 4% or $221,181 at 6%; with 100% employer match about $248,828 at 4% or $165,885 at 6%.
Wallace & Oneil Inc. 401K Profit Sharing Plan-8$3,295,383$159,250$19,906iApproximate average salary by contribution assumption: employee only about $497,656 at 4% or $331,771 at 6%; with 50% employer match about $331,771 at 4% or $221,181 at 6%; with 100% employer match about $248,828 at 4% or $165,885 at 6%.
201129$2,752,766$217,946$24,216iApproximate average salary by contribution assumption: employee only about $605,406 at 4% or $403,604 at 6%; with 50% employer match about $403,604 at 4% or $269,069 at 6%; with 100% employer match about $302,703 at 4% or $201,802 at 6%.
Wallace & Oneil Inc. 401K Profit Sharing Plan-9$2,752,766$194,781$21,642iApproximate average salary by contribution assumption: employee only about $541,058 at 4% or $360,706 at 6%; with 50% employer match about $360,706 at 4% or $240,470 at 6%; with 100% employer match about $270,529 at 4% or $180,353 at 6%.
Wallace and Associates Inc. Defined Benefit Pension Plan-0-$23,165-
201028$2,537,116$183,384$22,923iApproximate average salary by contribution assumption: employee only about $573,075 at 4% or $382,050 at 6%; with 50% employer match about $382,050 at 4% or $254,700 at 6%; with 100% employer match about $286,538 at 4% or $191,025 at 6%.
Wallace & Oneil Inc. 401K Profit Sharing Plan-8$1,799,439$181,907$22,738iApproximate average salary by contribution assumption: employee only about $568,459 at 4% or $378,973 at 6%; with 50% employer match about $378,973 at 4% or $252,649 at 6%; with 100% employer match about $284,230 at 4% or $189,486 at 6%.
Wallace and Associates Inc. Defined Benefit Pension Plan-4$737,677$1,477$369iApproximate average salary by contribution assumption: employee only about $9,231 at 4% or $6,154 at 6%; with 50% employer match about $6,154 at 4% or $4,103 at 6%; with 100% employer match about $4,616 at 4% or $3,077 at 6%.
200928$2,091,054$270,901$33,863iApproximate average salary by contribution assumption: employee only about $846,566 at 4% or $564,377 at 6%; with 50% employer match about $564,377 at 4% or $376,251 at 6%; with 100% employer match about $423,283 at 4% or $282,189 at 6%.
Wallace & Oneil Inc. 401K Profit Sharing Plan-8$1,438,436$193,401$24,175iApproximate average salary by contribution assumption: employee only about $604,378 at 4% or $402,919 at 6%; with 50% employer match about $402,919 at 4% or $268,613 at 6%; with 100% employer match about $302,189 at 4% or $201,459 at 6%.
Wallace and Associates Inc. Defined Benefit Pension Plan-4$652,618$77,500$19,375iApproximate average salary by contribution assumption: employee only about $484,375 at 4% or $322,917 at 6%; with 50% employer match about $322,917 at 4% or $215,278 at 6%; with 100% employer match about $242,188 at 4% or $161,458 at 6%.
200828$1,378,826$218,958$27,370iApproximate average salary by contribution assumption: employee only about $684,244 at 4% or $456,163 at 6%; with 50% employer match about $456,163 at 4% or $304,108 at 6%; with 100% employer match about $342,122 at 4% or $228,081 at 6%.
Wallace & Oneil Inc. 401K Profit Sharing Plan-8$920,630$104,656$13,082iApproximate average salary by contribution assumption: employee only about $327,050 at 4% or $218,033 at 6%; with 50% employer match about $218,033 at 4% or $145,356 at 6%; with 100% employer match about $163,525 at 4% or $109,017 at 6%.
Wallace and Associates Inc. Defined Benefit Pension Plan-4$458,196$114,302$28,576iApproximate average salary by contribution assumption: employee only about $714,388 at 4% or $476,258 at 6%; with 50% employer match about $476,258 at 4% or $317,506 at 6%; with 100% employer match about $357,194 at 4% or $238,129 at 6%.
200727$1,615,225$105,322$15,046iApproximate average salary by contribution assumption: employee only about $376,150 at 4% or $250,767 at 6%; with 50% employer match about $250,767 at 4% or $167,178 at 6%; with 100% employer match about $188,075 at 4% or $125,383 at 6%.
Wallace & Oneil Inc. 401K Profit Sharing Plan-7$1,615,225$105,322$15,046iApproximate average salary by contribution assumption: employee only about $376,150 at 4% or $250,767 at 6%; with 50% employer match about $250,767 at 4% or $167,178 at 6%; with 100% employer match about $188,075 at 4% or $125,383 at 6%.
Wallace and Associates Inc. Defined Benefit Pension Plan-4---
200627$1,725,773$297,490$42,499iApproximate average salary by contribution assumption: employee only about $1,062,464 at 4% or $708,310 at 6%; with 50% employer match about $708,310 at 4% or $472,206 at 6%; with 100% employer match about $531,232 at 4% or $354,155 at 6%.
Wallace & Oneil Inc. 401K Profit Sharing Plan-7$1,386,755$145,755$20,822iApproximate average salary by contribution assumption: employee only about $520,554 at 4% or $347,036 at 6%; with 50% employer match about $347,036 at 4% or $231,357 at 6%; with 100% employer match about $260,277 at 4% or $173,518 at 6%.
Wallace and Associates Inc. Defined Benefit Pension Plan-4$339,018$151,735$37,934iApproximate average salary by contribution assumption: employee only about $948,344 at 4% or $632,229 at 6%; with 50% employer match about $632,229 at 4% or $421,486 at 6%; with 100% employer match about $474,172 at 4% or $316,115 at 6%.
200529$1,648,114$309,840$34,427iApproximate average salary by contribution assumption: employee only about $860,667 at 4% or $573,778 at 6%; with 50% employer match about $573,778 at 4% or $382,519 at 6%; with 100% employer match about $430,333 at 4% or $286,889 at 6%.
Wallace & Oneil Inc. 401K Profit Sharing Plan-9$1,490,987$158,831$17,648iApproximate average salary by contribution assumption: employee only about $441,197 at 4% or $294,131 at 6%; with 50% employer match about $294,131 at 4% or $196,088 at 6%; with 100% employer match about $220,599 at 4% or $147,066 at 6%.
Wallace and Associates Inc. Defined Benefit Pension Plan-5$157,127$151,009$30,202iApproximate average salary by contribution assumption: employee only about $755,045 at 4% or $503,363 at 6%; with 50% employer match about $503,363 at 4% or $335,576 at 6%; with 100% employer match about $377,523 at 4% or $251,682 at 6%.
2004110$1,221,712$166,419$16,642iApproximate average salary by contribution assumption: employee only about $416,048 at 4% or $277,365 at 6%; with 50% employer match about $277,365 at 4% or $184,910 at 6%; with 100% employer match about $208,024 at 4% or $138,683 at 6%.
Wallace & Oneil Inc. 401K Profit Sharing Plan-10$1,221,712$166,419$16,642iApproximate average salary by contribution assumption: employee only about $416,048 at 4% or $277,365 at 6%; with 50% employer match about $277,365 at 4% or $184,910 at 6%; with 100% employer match about $208,024 at 4% or $138,683 at 6%.
2003112$1,017,839$174,878$14,573iApproximate average salary by contribution assumption: employee only about $364,329 at 4% or $242,886 at 6%; with 50% employer match about $242,886 at 4% or $161,924 at 6%; with 100% employer match about $182,165 at 4% or $121,443 at 6%.
Wallace & Oneil Inc. 401K Profit Sharing Plan-12$1,017,839$174,878$14,573iApproximate average salary by contribution assumption: employee only about $364,329 at 4% or $242,886 at 6%; with 50% employer match about $242,886 at 4% or $161,924 at 6%; with 100% employer match about $182,165 at 4% or $121,443 at 6%.
2002112$708,746$196,355$16,363iApproximate average salary by contribution assumption: employee only about $409,073 at 4% or $272,715 at 6%; with 50% employer match about $272,715 at 4% or $181,810 at 6%; with 100% employer match about $204,536 at 4% or $136,358 at 6%.
Wallace & Oneil Inc. 401K Profit Sharing Plan-12$708,746$196,355$16,363iApproximate average salary by contribution assumption: employee only about $409,073 at 4% or $272,715 at 6%; with 50% employer match about $272,715 at 4% or $181,810 at 6%; with 100% employer match about $204,536 at 4% or $136,358 at 6%.
200117$0$0-
Wallace & Oneil Inc. 401K Profit Sharing Plan-7---
200016$723,427$72,598$12,100iApproximate average salary by contribution assumption: employee only about $302,492 at 4% or $201,661 at 6%; with 50% employer match about $201,661 at 4% or $134,441 at 6%; with 100% employer match about $151,246 at 4% or $100,831 at 6%.
Wallace & Oneil Inc. 401K Profit Sharing Plan-6$723,427$72,598$12,100iApproximate average salary by contribution assumption: employee only about $302,492 at 4% or $201,661 at 6%; with 50% employer match about $201,661 at 4% or $134,441 at 6%; with 100% employer match about $151,246 at 4% or $100,831 at 6%.
199916$1,806,188$103,420$17,237iApproximate average salary by contribution assumption: employee only about $430,917 at 4% or $287,278 at 6%; with 50% employer match about $287,278 at 4% or $191,519 at 6%; with 100% employer match about $215,458 at 4% or $143,639 at 6%.
Wallace & Oneil Inc. 401K Profit Sharing Plan-6$1,806,188$103,420$17,237iApproximate average salary by contribution assumption: employee only about $430,917 at 4% or $287,278 at 6%; with 50% employer match about $287,278 at 4% or $191,519 at 6%; with 100% employer match about $215,458 at 4% or $143,639 at 6%.