Civic Intelligence

Jim Wallace Insurance

Plan context: Jim Wallace Insurance Profit Sharing Plan

EIN 73-1026000 • Oklahoma City, OK • 18 filings • 1 plans

13140 N. Macarthur BlvdOklahoma City, OK 73142
Current Snapshot

Latest Year

2018

2018 Participants

6

2018 Assets

$1,777,494

2018 Contributions

$109,857

Historical Graphs

Total Assets Over Time

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

$1,816,850$908,425$0200120102018YearValue
$1,777,494Latest year 2018

Participants Over Time

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

950200120102018YearValue
6Latest year 2018

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
201816$1,777,494$109,857$18,310iApproximate average salary by contribution assumption: employee only about $457,738 at 4% or $305,158 at 6%; with 50% employer match about $305,158 at 4% or $203,439 at 6%; with 100% employer match about $228,869 at 4% or $152,579 at 6%.
Jim Wallace Insurance Profit Sharing Plan-6$1,777,494$109,857$18,310iApproximate average salary by contribution assumption: employee only about $457,738 at 4% or $305,158 at 6%; with 50% employer match about $305,158 at 4% or $203,439 at 6%; with 100% employer match about $228,869 at 4% or $152,579 at 6%.
201715$1,816,850$99,044$19,809iApproximate average salary by contribution assumption: employee only about $495,220 at 4% or $330,147 at 6%; with 50% employer match about $330,147 at 4% or $220,098 at 6%; with 100% employer match about $247,610 at 4% or $165,073 at 6%.
Jim Wallace Insurance Profit Sharing Plan-5$1,816,850$99,044$19,809iApproximate average salary by contribution assumption: employee only about $495,220 at 4% or $330,147 at 6%; with 50% employer match about $330,147 at 4% or $220,098 at 6%; with 100% employer match about $247,610 at 4% or $165,073 at 6%.
201617$1,542,735$94,797$13,542iApproximate average salary by contribution assumption: employee only about $338,561 at 4% or $225,707 at 6%; with 50% employer match about $225,707 at 4% or $150,471 at 6%; with 100% employer match about $169,280 at 4% or $112,854 at 6%.
Jim Wallace Insurance Profit Sharing Plan-7$1,542,735$94,797$13,542iApproximate average salary by contribution assumption: employee only about $338,561 at 4% or $225,707 at 6%; with 50% employer match about $225,707 at 4% or $150,471 at 6%; with 100% employer match about $169,280 at 4% or $112,854 at 6%.
201515$1,419,561$105,516$21,103iApproximate average salary by contribution assumption: employee only about $527,580 at 4% or $351,720 at 6%; with 50% employer match about $351,720 at 4% or $234,480 at 6%; with 100% employer match about $263,790 at 4% or $175,860 at 6%.
Jim Wallace Insurance Profit Sharing Plan-5$1,419,561$105,516$21,103iApproximate average salary by contribution assumption: employee only about $527,580 at 4% or $351,720 at 6%; with 50% employer match about $351,720 at 4% or $234,480 at 6%; with 100% employer match about $263,790 at 4% or $175,860 at 6%.
201414$1,343,087$66,825$16,706iApproximate average salary by contribution assumption: employee only about $417,656 at 4% or $278,438 at 6%; with 50% employer match about $278,438 at 4% or $185,625 at 6%; with 100% employer match about $208,828 at 4% or $139,219 at 6%.
Jim Wallace Insurance Profit Sharing Plan-4$1,343,087$66,825$16,706iApproximate average salary by contribution assumption: employee only about $417,656 at 4% or $278,438 at 6%; with 50% employer match about $278,438 at 4% or $185,625 at 6%; with 100% employer match about $208,828 at 4% or $139,219 at 6%.
201317$1,191,945$68,367$9,767iApproximate average salary by contribution assumption: employee only about $244,168 at 4% or $162,779 at 6%; with 50% employer match about $162,779 at 4% or $108,519 at 6%; with 100% employer match about $122,084 at 4% or $81,389 at 6%.
Jim Wallace Insurance Profit Sharing Plan-7$1,191,945$68,367$9,767iApproximate average salary by contribution assumption: employee only about $244,168 at 4% or $162,779 at 6%; with 50% employer match about $162,779 at 4% or $108,519 at 6%; with 100% employer match about $122,084 at 4% or $81,389 at 6%.
201217$876,592$69,300$9,900iApproximate average salary by contribution assumption: employee only about $247,500 at 4% or $165,000 at 6%; with 50% employer match about $165,000 at 4% or $110,000 at 6%; with 100% employer match about $123,750 at 4% or $82,500 at 6%.
Jim Wallace Insurance Profit Sharing Plan-7$876,592$69,300$9,900iApproximate average salary by contribution assumption: employee only about $247,500 at 4% or $165,000 at 6%; with 50% employer match about $165,000 at 4% or $110,000 at 6%; with 100% employer match about $123,750 at 4% or $82,500 at 6%.
201117$682,836$68,436$9,777iApproximate average salary by contribution assumption: employee only about $244,414 at 4% or $162,943 at 6%; with 50% employer match about $162,943 at 4% or $108,629 at 6%; with 100% employer match about $122,207 at 4% or $81,471 at 6%.
Jim Wallace Insurance Profit Sharing Plan-7$682,836$68,436$9,777iApproximate average salary by contribution assumption: employee only about $244,414 at 4% or $162,943 at 6%; with 50% employer match about $162,943 at 4% or $108,629 at 6%; with 100% employer match about $122,207 at 4% or $81,471 at 6%.
201015$647,452$57,059$11,412iApproximate average salary by contribution assumption: employee only about $285,295 at 4% or $190,197 at 6%; with 50% employer match about $190,197 at 4% or $126,798 at 6%; with 100% employer match about $142,648 at 4% or $95,098 at 6%.
Jim Wallace Insurance Profit Sharing Plan-5$647,452$57,059$11,412iApproximate average salary by contribution assumption: employee only about $285,295 at 4% or $190,197 at 6%; with 50% employer match about $190,197 at 4% or $126,798 at 6%; with 100% employer match about $142,648 at 4% or $95,098 at 6%.
200919$535,143$64,784$7,198iApproximate average salary by contribution assumption: employee only about $179,956 at 4% or $119,970 at 6%; with 50% employer match about $119,970 at 4% or $79,980 at 6%; with 100% employer match about $89,978 at 4% or $59,985 at 6%.
Jim Wallace Insurance Profit Sharing Plan-9$535,143$64,784$7,198iApproximate average salary by contribution assumption: employee only about $179,956 at 4% or $119,970 at 6%; with 50% employer match about $119,970 at 4% or $79,980 at 6%; with 100% employer match about $89,978 at 4% or $59,985 at 6%.
200812$361,391$58,782$29,391iApproximate average salary by contribution assumption: employee only about $734,775 at 4% or $489,850 at 6%; with 50% employer match about $489,850 at 4% or $326,567 at 6%; with 100% employer match about $367,388 at 4% or $244,925 at 6%.
Jim Wallace Insurance Profit Sharing Plan-2$361,391$58,782$29,391iApproximate average salary by contribution assumption: employee only about $734,775 at 4% or $489,850 at 6%; with 50% employer match about $489,850 at 4% or $326,567 at 6%; with 100% employer match about $367,388 at 4% or $244,925 at 6%.
200715$492,418$64,285$12,857iApproximate average salary by contribution assumption: employee only about $321,425 at 4% or $214,283 at 6%; with 50% employer match about $214,283 at 4% or $142,856 at 6%; with 100% employer match about $160,713 at 4% or $107,142 at 6%.
Jim Wallace Insurance Profit Sharing Plan-5$492,418$64,285$12,857iApproximate average salary by contribution assumption: employee only about $321,425 at 4% or $214,283 at 6%; with 50% employer match about $214,283 at 4% or $142,856 at 6%; with 100% employer match about $160,713 at 4% or $107,142 at 6%.
200613$399,572$58,763$19,588iApproximate average salary by contribution assumption: employee only about $489,692 at 4% or $326,461 at 6%; with 50% employer match about $326,461 at 4% or $217,641 at 6%; with 100% employer match about $244,846 at 4% or $163,231 at 6%.
Jim Wallace Insurance Profit Sharing Plan-3$399,572$58,763$19,588iApproximate average salary by contribution assumption: employee only about $489,692 at 4% or $326,461 at 6%; with 50% employer match about $326,461 at 4% or $217,641 at 6%; with 100% employer match about $244,846 at 4% or $163,231 at 6%.
200515$305,379$53,913$10,783iApproximate average salary by contribution assumption: employee only about $269,565 at 4% or $179,710 at 6%; with 50% employer match about $179,710 at 4% or $119,807 at 6%; with 100% employer match about $134,783 at 4% or $89,855 at 6%.
Jim Wallace Insurance Profit Sharing Plan-5$305,379$53,913$10,783iApproximate average salary by contribution assumption: employee only about $269,565 at 4% or $179,710 at 6%; with 50% employer match about $179,710 at 4% or $119,807 at 6%; with 100% employer match about $134,783 at 4% or $89,855 at 6%.
200414$228,222$59,005$14,751iApproximate average salary by contribution assumption: employee only about $368,781 at 4% or $245,854 at 6%; with 50% employer match about $245,854 at 4% or $163,903 at 6%; with 100% employer match about $184,391 at 4% or $122,927 at 6%.
Jim Wallace Insurance Profit Sharing Plan-4$228,222$59,005$14,751iApproximate average salary by contribution assumption: employee only about $368,781 at 4% or $245,854 at 6%; with 50% employer match about $245,854 at 4% or $163,903 at 6%; with 100% employer match about $184,391 at 4% or $122,927 at 6%.
200316$165,994$59,659$9,943iApproximate average salary by contribution assumption: employee only about $248,579 at 4% or $165,719 at 6%; with 50% employer match about $165,719 at 4% or $110,480 at 6%; with 100% employer match about $124,290 at 4% or $82,860 at 6%.
Jim Wallace Insurance Profit Sharing Plan-6$165,994$59,659$9,943iApproximate average salary by contribution assumption: employee only about $248,579 at 4% or $165,719 at 6%; with 50% employer match about $165,719 at 4% or $110,480 at 6%; with 100% employer match about $124,290 at 4% or $82,860 at 6%.
200214$83,880$48,794$12,199iApproximate average salary by contribution assumption: employee only about $304,963 at 4% or $203,308 at 6%; with 50% employer match about $203,308 at 4% or $135,539 at 6%; with 100% employer match about $152,481 at 4% or $101,654 at 6%.
Jim Wallace Insurance Profit Sharing Plan-4$83,880$48,794$12,199iApproximate average salary by contribution assumption: employee only about $304,963 at 4% or $203,308 at 6%; with 50% employer match about $203,308 at 4% or $135,539 at 6%; with 100% employer match about $152,481 at 4% or $101,654 at 6%.
200114$38,154$38,154$9,539iApproximate average salary by contribution assumption: employee only about $238,463 at 4% or $158,975 at 6%; with 50% employer match about $158,975 at 4% or $105,983 at 6%; with 100% employer match about $119,231 at 4% or $79,488 at 6%.
Jim Wallace Insurance Profit Sharing Plan-4$38,154$38,154$9,539iApproximate average salary by contribution assumption: employee only about $238,463 at 4% or $158,975 at 6%; with 50% employer match about $158,975 at 4% or $105,983 at 6%; with 100% employer match about $119,231 at 4% or $79,488 at 6%.