Wallace & Company
Plan context: Wallace & Company 401K Profit Sharing Plan
EIN 68-0310139 • San Francisco, CA • 29 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$1,775,275
2024 Contributions
$81,586
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 | 3 | $1,775,275 | $81,586 | $27,195iApproximate average salary by contribution assumption: employee only about $679,883 at 4% or $453,256 at 6%; with 50% employer match about $453,256 at 4% or $302,170 at 6%; with 100% employer match about $339,942 at 4% or $226,628 at 6%. |
| Wallace & Company 401K Profit Sharing Plan | - | 3 | $1,775,275 | $81,586 | $27,195iApproximate average salary by contribution assumption: employee only about $679,883 at 4% or $453,256 at 6%; with 50% employer match about $453,256 at 4% or $302,170 at 6%; with 100% employer match about $339,942 at 4% or $226,628 at 6%. |
| 2023 | 1 | 3 | $1,140,368 | $78,388 | $26,129iApproximate average salary by contribution assumption: employee only about $653,233 at 4% or $435,489 at 6%; with 50% employer match about $435,489 at 4% or $290,326 at 6%; with 100% employer match about $326,617 at 4% or $217,744 at 6%. |
| Wallace & Company 401K Profit Sharing Plan | - | 3 | $1,140,368 | $78,388 | $26,129iApproximate average salary by contribution assumption: employee only about $653,233 at 4% or $435,489 at 6%; with 50% employer match about $435,489 at 4% or $290,326 at 6%; with 100% employer match about $326,617 at 4% or $217,744 at 6%. |
| 2022 | 1 | 3 | $827,829 | $71,550 | $23,850iApproximate average salary by contribution assumption: employee only about $596,250 at 4% or $397,500 at 6%; with 50% employer match about $397,500 at 4% or $265,000 at 6%; with 100% employer match about $298,125 at 4% or $198,750 at 6%. |
| Wallace & Company 401K Profit Sharing Plan | - | 3 | $827,829 | $71,550 | $23,850iApproximate average salary by contribution assumption: employee only about $596,250 at 4% or $397,500 at 6%; with 50% employer match about $397,500 at 4% or $265,000 at 6%; with 100% employer match about $298,125 at 4% or $198,750 at 6%. |
| 2021 | 1 | 3 | $1,012,568 | $68,500 | $22,833iApproximate average salary by contribution assumption: employee only about $570,833 at 4% or $380,556 at 6%; with 50% employer match about $380,556 at 4% or $253,704 at 6%; with 100% employer match about $285,417 at 4% or $190,278 at 6%. |
| Wallace & Company 401K Profit Sharing Plan | - | 3 | $1,012,568 | $68,500 | $22,833iApproximate average salary by contribution assumption: employee only about $570,833 at 4% or $380,556 at 6%; with 50% employer match about $380,556 at 4% or $253,704 at 6%; with 100% employer match about $285,417 at 4% or $190,278 at 6%. |
| 2020 | 1 | 3 | $845,516 | $67,500 | $22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%. |
| Wallace & Company 401K Profit Sharing Plan | - | 3 | $845,516 | $67,500 | $22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%. |
| 2019 | 1 | 3 | $626,221 | $66,000 | $22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%. |
| Wallace & Company 401K Profit Sharing Plan | - | 3 | $626,221 | $66,000 | $22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%. |
| 2018 | 1 | 3 | $545,432 | $68,835 | $22,945iApproximate average salary by contribution assumption: employee only about $573,625 at 4% or $382,417 at 6%; with 50% employer match about $382,417 at 4% or $254,944 at 6%; with 100% employer match about $286,813 at 4% or $191,208 at 6%. |
| Wallace & Company 401K Profit Sharing Plan | - | 3 | $545,432 | $68,835 | $22,945iApproximate average salary by contribution assumption: employee only about $573,625 at 4% or $382,417 at 6%; with 50% employer match about $382,417 at 4% or $254,944 at 6%; with 100% employer match about $286,813 at 4% or $191,208 at 6%. |
| 2017 | 1 | 3 | $486,419 | $70,859 | $23,620iApproximate average salary by contribution assumption: employee only about $590,492 at 4% or $393,661 at 6%; with 50% employer match about $393,661 at 4% or $262,441 at 6%; with 100% employer match about $295,246 at 4% or $196,831 at 6%. |
| Wallace & Company 401K Profit Sharing Plan | - | 3 | $486,419 | $70,859 | $23,620iApproximate average salary by contribution assumption: employee only about $590,492 at 4% or $393,661 at 6%; with 50% employer match about $393,661 at 4% or $262,441 at 6%; with 100% employer match about $295,246 at 4% or $196,831 at 6%. |
| 2016 | 1 | 3 | $402,230 | $69,816 | $23,272iApproximate average salary by contribution assumption: employee only about $581,800 at 4% or $387,867 at 6%; with 50% employer match about $387,867 at 4% or $258,578 at 6%; with 100% employer match about $290,900 at 4% or $193,933 at 6%. |
| Wallace & Company 401K Profit Sharing Plan | - | 3 | $402,230 | $69,816 | $23,272iApproximate average salary by contribution assumption: employee only about $581,800 at 4% or $387,867 at 6%; with 50% employer match about $387,867 at 4% or $258,578 at 6%; with 100% employer match about $290,900 at 4% or $193,933 at 6%. |
| 2015 | 1 | 3 | $343,615 | $69,505 | $23,168iApproximate average salary by contribution assumption: employee only about $579,208 at 4% or $386,139 at 6%; with 50% employer match about $386,139 at 4% or $257,426 at 6%; with 100% employer match about $289,604 at 4% or $193,069 at 6%. |
| Wallace & Company 401K Profit Sharing Plan | - | 3 | $343,615 | $69,505 | $23,168iApproximate average salary by contribution assumption: employee only about $579,208 at 4% or $386,139 at 6%; with 50% employer match about $386,139 at 4% or $257,426 at 6%; with 100% employer match about $289,604 at 4% or $193,069 at 6%. |
| 2014 | 1 | 3 | $267,808 | $68,009 | $22,670iApproximate average salary by contribution assumption: employee only about $566,742 at 4% or $377,828 at 6%; with 50% employer match about $377,828 at 4% or $251,885 at 6%; with 100% employer match about $283,371 at 4% or $188,914 at 6%. |
| Wallace & Company 401K Profit Sharing Plan | - | 3 | $267,808 | $68,009 | $22,670iApproximate average salary by contribution assumption: employee only about $566,742 at 4% or $377,828 at 6%; with 50% employer match about $377,828 at 4% or $251,885 at 6%; with 100% employer match about $283,371 at 4% or $188,914 at 6%. |
| 2013 | 1 | 3 | $189,588 | $8,900 | $2,967iApproximate average salary by contribution assumption: employee only about $74,167 at 4% or $49,444 at 6%; with 50% employer match about $49,444 at 4% or $32,963 at 6%; with 100% employer match about $37,083 at 4% or $24,722 at 6%. |
| Wallace & Company 401K Profit Sharing Plan | - | 3 | $189,588 | $8,900 | $2,967iApproximate average salary by contribution assumption: employee only about $74,167 at 4% or $49,444 at 6%; with 50% employer match about $49,444 at 4% or $32,963 at 6%; with 100% employer match about $37,083 at 4% or $24,722 at 6%. |
| 2012 | 1 | 3 | $152,279 | $8,900 | $2,967iApproximate average salary by contribution assumption: employee only about $74,167 at 4% or $49,444 at 6%; with 50% employer match about $49,444 at 4% or $32,963 at 6%; with 100% employer match about $37,083 at 4% or $24,722 at 6%. |
| Wallace & Company 401K Profit Sharing Plan | - | 3 | $152,279 | $8,900 | $2,967iApproximate average salary by contribution assumption: employee only about $74,167 at 4% or $49,444 at 6%; with 50% employer match about $49,444 at 4% or $32,963 at 6%; with 100% employer match about $37,083 at 4% or $24,722 at 6%. |
| 2011 | 1 | 4 | $145,400 | $9,390 | $2,348iApproximate average salary by contribution assumption: employee only about $58,688 at 4% or $39,125 at 6%; with 50% employer match about $39,125 at 4% or $26,083 at 6%; with 100% employer match about $29,344 at 4% or $19,563 at 6%. |
| Wallace & Company 401K Profit Sharing Plan | - | 4 | $145,400 | $9,390 | $2,348iApproximate average salary by contribution assumption: employee only about $58,688 at 4% or $39,125 at 6%; with 50% employer match about $39,125 at 4% or $26,083 at 6%; with 100% employer match about $29,344 at 4% or $19,563 at 6%. |
| 2010 | 1 | 4 | $148,428 | $11,055 | $2,764iApproximate average salary by contribution assumption: employee only about $69,094 at 4% or $46,063 at 6%; with 50% employer match about $46,063 at 4% or $30,708 at 6%; with 100% employer match about $34,547 at 4% or $23,031 at 6%. |
| Wallace & Company 401K Profit Sharing Plan | - | 4 | $148,428 | $11,055 | $2,764iApproximate average salary by contribution assumption: employee only about $69,094 at 4% or $46,063 at 6%; with 50% employer match about $46,063 at 4% or $30,708 at 6%; with 100% employer match about $34,547 at 4% or $23,031 at 6%. |
| 2009 | 1 | 4 | $137,225 | $11,055 | $2,764iApproximate average salary by contribution assumption: employee only about $69,094 at 4% or $46,063 at 6%; with 50% employer match about $46,063 at 4% or $30,708 at 6%; with 100% employer match about $34,547 at 4% or $23,031 at 6%. |
| Wallace & Company 401K Profit Sharing Plan | - | 4 | $137,225 | $11,055 | $2,764iApproximate average salary by contribution assumption: employee only about $69,094 at 4% or $46,063 at 6%; with 50% employer match about $46,063 at 4% or $30,708 at 6%; with 100% employer match about $34,547 at 4% or $23,031 at 6%. |
| 2008 | 1 | 5 | $127,180 | $10,631 | $2,126iApproximate average salary by contribution assumption: employee only about $53,155 at 4% or $35,437 at 6%; with 50% employer match about $35,437 at 4% or $23,624 at 6%; with 100% employer match about $26,577 at 4% or $17,718 at 6%. |
| Wallace & Company 401K Profit Sharing Plan | - | 5 | $127,180 | $10,631 | $2,126iApproximate average salary by contribution assumption: employee only about $53,155 at 4% or $35,437 at 6%; with 50% employer match about $35,437 at 4% or $23,624 at 6%; with 100% employer match about $26,577 at 4% or $17,718 at 6%. |
| 2007 | 1 | 5 | $114,472 | $9,756 | $1,951iApproximate average salary by contribution assumption: employee only about $48,780 at 4% or $32,520 at 6%; with 50% employer match about $32,520 at 4% or $21,680 at 6%; with 100% employer match about $24,390 at 4% or $16,260 at 6%. |
| Wallace & Company 401K Profit Sharing Plan | - | 5 | $114,472 | $9,756 | $1,951iApproximate average salary by contribution assumption: employee only about $48,780 at 4% or $32,520 at 6%; with 50% employer match about $32,520 at 4% or $21,680 at 6%; with 100% employer match about $24,390 at 4% or $16,260 at 6%. |
| 2006 | 1 | 5 | $474,853 | $17,448 | $3,490iApproximate average salary by contribution assumption: employee only about $87,240 at 4% or $58,160 at 6%; with 50% employer match about $58,160 at 4% or $38,773 at 6%; with 100% employer match about $43,620 at 4% or $29,080 at 6%. |
| Wallace & Company 401K Profit Sharing Plan | - | 5 | $474,853 | $17,448 | $3,490iApproximate average salary by contribution assumption: employee only about $87,240 at 4% or $58,160 at 6%; with 50% employer match about $58,160 at 4% or $38,773 at 6%; with 100% employer match about $43,620 at 4% or $29,080 at 6%. |
| 2005 | 1 | 6 | $422,975 | $24,314 | $4,052iApproximate average salary by contribution assumption: employee only about $101,308 at 4% or $67,539 at 6%; with 50% employer match about $67,539 at 4% or $45,026 at 6%; with 100% employer match about $50,654 at 4% or $33,769 at 6%. |
| Wallace & Company 401K Profit Sharing Plan | - | 6 | $422,975 | $24,314 | $4,052iApproximate average salary by contribution assumption: employee only about $101,308 at 4% or $67,539 at 6%; with 50% employer match about $67,539 at 4% or $45,026 at 6%; with 100% employer match about $50,654 at 4% or $33,769 at 6%. |
| 2004 | 1 | 6 | $387,107 | $21,697 | $3,616iApproximate average salary by contribution assumption: employee only about $90,404 at 4% or $60,269 at 6%; with 50% employer match about $60,269 at 4% or $40,180 at 6%; with 100% employer match about $45,202 at 4% or $30,135 at 6%. |
| Wallace & Company 401K Profit Sharing Plan | - | 6 | $387,107 | $21,697 | $3,616iApproximate average salary by contribution assumption: employee only about $90,404 at 4% or $60,269 at 6%; with 50% employer match about $60,269 at 4% or $40,180 at 6%; with 100% employer match about $45,202 at 4% or $30,135 at 6%. |
| 2003 | 1 | 6 | $347,819 | $20,148 | $3,358iApproximate average salary by contribution assumption: employee only about $83,950 at 4% or $55,967 at 6%; with 50% employer match about $55,967 at 4% or $37,311 at 6%; with 100% employer match about $41,975 at 4% or $27,983 at 6%. |
| Wallace & Company 401K Profit Sharing Plan | - | 6 | $347,819 | $20,148 | $3,358iApproximate average salary by contribution assumption: employee only about $83,950 at 4% or $55,967 at 6%; with 50% employer match about $55,967 at 4% or $37,311 at 6%; with 100% employer match about $41,975 at 4% or $27,983 at 6%. |
| 2002 | 1 | 7 | $298,526 | $19,606 | $2,801iApproximate average salary by contribution assumption: employee only about $70,021 at 4% or $46,681 at 6%; with 50% employer match about $46,681 at 4% or $31,121 at 6%; with 100% employer match about $35,011 at 4% or $23,340 at 6%. |
| Wallace & Company 401K Profit Sharing Plan | - | 7 | $298,526 | $19,606 | $2,801iApproximate average salary by contribution assumption: employee only about $70,021 at 4% or $46,681 at 6%; with 50% employer match about $46,681 at 4% or $31,121 at 6%; with 100% employer match about $35,011 at 4% or $23,340 at 6%. |
| 2001 | 2 | 7 | $282,912 | $14,440 | $2,063iApproximate average salary by contribution assumption: employee only about $51,571 at 4% or $34,381 at 6%; with 50% employer match about $34,381 at 4% or $22,921 at 6%; with 100% employer match about $25,786 at 4% or $17,190 at 6%. |
| Wallace & Company 401K Profit Sharing Plan | - | 7 | $282,912 | $14,440 | $2,063iApproximate average salary by contribution assumption: employee only about $51,571 at 4% or $34,381 at 6%; with 50% employer match about $34,381 at 4% or $22,921 at 6%; with 100% employer match about $25,786 at 4% or $17,190 at 6%. |
| Wallace & Company Target Benefit Pension Plan | - | 0 | - | - | - |
| 2000 | 2 | 6 | $0 | $0 | - |
| Wallace & Company Target Benefit Pension Plan | - | 2 | - | - | - |
| Wallace & Company 401K Profit Sharing Plan | - | 6 | - | - | - |
| 1999 | 2 | 8 | $690,639 | $60,348 | $7,544iApproximate average salary by contribution assumption: employee only about $188,588 at 4% or $125,725 at 6%; with 50% employer match about $125,725 at 4% or $83,817 at 6%; with 100% employer match about $94,294 at 4% or $62,863 at 6%. |
| Wallace & Company Target Benefit Pension Plan | - | 2 | $463,148 | - | - |
| Wallace & Company 401K Profit Sharing Plan | - | 8 | $227,491 | $60,348 | $7,544iApproximate average salary by contribution assumption: employee only about $188,588 at 4% or $125,725 at 6%; with 50% employer match about $125,725 at 4% or $83,817 at 6%; with 100% employer match about $94,294 at 4% or $62,863 at 6%. |