Sanders Welch and Wallis PC
Plan context: Sanders Welch & Wallis PC 401K Plan
EIN 73-1290667 • 43 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
9
2024 Assets
$4,186,086
2024 Contributions
$185,499
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 | 9 | $4,186,086 | $185,499 | $20,611iApproximate average salary by contribution assumption: employee only about $515,275 at 4% or $343,517 at 6%; with 50% employer match about $343,517 at 4% or $229,011 at 6%; with 100% employer match about $257,638 at 4% or $171,758 at 6%. |
| Sanders Welch & Wallis PC 401K Plan | - | 9 | $4,186,086 | $185,499 | $20,611iApproximate average salary by contribution assumption: employee only about $515,275 at 4% or $343,517 at 6%; with 50% employer match about $343,517 at 4% or $229,011 at 6%; with 100% employer match about $257,638 at 4% or $171,758 at 6%. |
| 2023 | 1 | 9 | $3,647,270 | $179,981 | $19,998iApproximate average salary by contribution assumption: employee only about $499,947 at 4% or $333,298 at 6%; with 50% employer match about $333,298 at 4% or $222,199 at 6%; with 100% employer match about $249,974 at 4% or $166,649 at 6%. |
| Sanders Welch & Wallis PC 401K Plan | - | 9 | $3,647,270 | $179,981 | $19,998iApproximate average salary by contribution assumption: employee only about $499,947 at 4% or $333,298 at 6%; with 50% employer match about $333,298 at 4% or $222,199 at 6%; with 100% employer match about $249,974 at 4% or $166,649 at 6%. |
| 2022 | 1 | 8 | $3,093,675 | $163,571 | $20,446iApproximate average salary by contribution assumption: employee only about $511,159 at 4% or $340,773 at 6%; with 50% employer match about $340,773 at 4% or $227,182 at 6%; with 100% employer match about $255,580 at 4% or $170,386 at 6%. |
| Sanders Welch & Wallis PC 401K Plan | - | 8 | $3,093,675 | $163,571 | $20,446iApproximate average salary by contribution assumption: employee only about $511,159 at 4% or $340,773 at 6%; with 50% employer match about $340,773 at 4% or $227,182 at 6%; with 100% employer match about $255,580 at 4% or $170,386 at 6%. |
| 2021 | 1 | 10 | $3,428,487 | $142,511 | $14,251iApproximate average salary by contribution assumption: employee only about $356,278 at 4% or $237,518 at 6%; with 50% employer match about $237,518 at 4% or $158,346 at 6%; with 100% employer match about $178,139 at 4% or $118,759 at 6%. |
| Sanders Welch & Wallis PC 401K Plan | - | 10 | $3,428,487 | $142,511 | $14,251iApproximate average salary by contribution assumption: employee only about $356,278 at 4% or $237,518 at 6%; with 50% employer match about $237,518 at 4% or $158,346 at 6%; with 100% employer match about $178,139 at 4% or $118,759 at 6%. |
| 2020 | 1 | 10 | $2,808,174 | $127,366 | $12,737iApproximate average salary by contribution assumption: employee only about $318,415 at 4% or $212,277 at 6%; with 50% employer match about $212,277 at 4% or $141,518 at 6%; with 100% employer match about $159,208 at 4% or $106,138 at 6%. |
| Sanders Welch & Wallis PC 401K Plan | - | 10 | $2,808,174 | $127,366 | $12,737iApproximate average salary by contribution assumption: employee only about $318,415 at 4% or $212,277 at 6%; with 50% employer match about $212,277 at 4% or $141,518 at 6%; with 100% employer match about $159,208 at 4% or $106,138 at 6%. |
| 2019 | 1 | 7 | $2,390,285 | $124,432 | $17,776iApproximate average salary by contribution assumption: employee only about $444,400 at 4% or $296,267 at 6%; with 50% employer match about $296,267 at 4% or $197,511 at 6%; with 100% employer match about $222,200 at 4% or $148,133 at 6%. |
| Sanders Welch & Wallis PC 401K Plan | - | 7 | $2,390,285 | $124,432 | $17,776iApproximate average salary by contribution assumption: employee only about $444,400 at 4% or $296,267 at 6%; with 50% employer match about $296,267 at 4% or $197,511 at 6%; with 100% employer match about $222,200 at 4% or $148,133 at 6%. |
| 2018 | 1 | 7 | $1,935,272 | $110,157 | $15,737iApproximate average salary by contribution assumption: employee only about $393,418 at 4% or $262,279 at 6%; with 50% employer match about $262,279 at 4% or $174,852 at 6%; with 100% employer match about $196,709 at 4% or $131,139 at 6%. |
| Sanders Welch & Wallis PC 401K Plan | - | 7 | $1,935,272 | $110,157 | $15,737iApproximate average salary by contribution assumption: employee only about $393,418 at 4% or $262,279 at 6%; with 50% employer match about $262,279 at 4% or $174,852 at 6%; with 100% employer match about $196,709 at 4% or $131,139 at 6%. |
| 2017 | 2 | 7 | $1,958,328 | $109,813 | $15,688iApproximate average salary by contribution assumption: employee only about $392,189 at 4% or $261,460 at 6%; with 50% employer match about $261,460 at 4% or $174,306 at 6%; with 100% employer match about $196,095 at 4% or $130,730 at 6%. |
| Sanders Welch & Wallis PC 401K Plan | - | 7 | $1,958,328 | $109,813 | $15,688iApproximate average salary by contribution assumption: employee only about $392,189 at 4% or $261,460 at 6%; with 50% employer match about $261,460 at 4% or $174,306 at 6%; with 100% employer match about $196,095 at 4% or $130,730 at 6%. |
| Sanders Welch and Wallis Profit Sharing Plan | - | 0 | - | - | - |
| 2016 | 2 | 8 | $1,621,903 | $106,684 | $13,336iApproximate average salary by contribution assumption: employee only about $333,388 at 4% or $222,258 at 6%; with 50% employer match about $222,258 at 4% or $148,172 at 6%; with 100% employer match about $166,694 at 4% or $111,129 at 6%. |
| Sanders Welch & Wallis PC 401K Plan | - | 8 | $1,616,257 | $106,684 | $13,336iApproximate average salary by contribution assumption: employee only about $333,388 at 4% or $222,258 at 6%; with 50% employer match about $222,258 at 4% or $148,172 at 6%; with 100% employer match about $166,694 at 4% or $111,129 at 6%. |
| Sanders Welch and Wallis Profit Sharing Plan | - | 6 | $5,646 | - | - |
| 2015 | 2 | 8 | $1,490,348 | $111,110 | $13,889iApproximate average salary by contribution assumption: employee only about $347,219 at 4% or $231,479 at 6%; with 50% employer match about $231,479 at 4% or $154,319 at 6%; with 100% employer match about $173,609 at 4% or $115,740 at 6%. |
| Sanders Welch & Wallis PC 401K Plan | - | 8 | $1,484,653 | $111,110 | $13,889iApproximate average salary by contribution assumption: employee only about $347,219 at 4% or $231,479 at 6%; with 50% employer match about $231,479 at 4% or $154,319 at 6%; with 100% employer match about $173,609 at 4% or $115,740 at 6%. |
| Sanders Welch and Wallis Profit Sharing Plan | - | 6 | $5,695 | - | - |
| 2014 | 2 | 9 | $1,553,206 | $113,445 | $12,605iApproximate average salary by contribution assumption: employee only about $315,125 at 4% or $210,083 at 6%; with 50% employer match about $210,083 at 4% or $140,056 at 6%; with 100% employer match about $157,563 at 4% or $105,042 at 6%. |
| Sanders Welch & Wallis PC 401K Plan | - | 9 | $1,547,461 | $113,445 | $12,605iApproximate average salary by contribution assumption: employee only about $315,125 at 4% or $210,083 at 6%; with 50% employer match about $210,083 at 4% or $140,056 at 6%; with 100% employer match about $157,563 at 4% or $105,042 at 6%. |
| Sanders Welch and Wallis Profit Sharing Plan | - | 6 | $5,745 | - | - |
| 2013 | 2 | 9 | $1,343,463 | $109,635 | $12,182iApproximate average salary by contribution assumption: employee only about $304,542 at 4% or $203,028 at 6%; with 50% employer match about $203,028 at 4% or $135,352 at 6%; with 100% employer match about $152,271 at 4% or $101,514 at 6%. |
| Sanders Welch & Wallis PC 401K Plan | - | 9 | $1,337,669 | $109,635 | $12,182iApproximate average salary by contribution assumption: employee only about $304,542 at 4% or $203,028 at 6%; with 50% employer match about $203,028 at 4% or $135,352 at 6%; with 100% employer match about $152,271 at 4% or $101,514 at 6%. |
| Sanders Welch and Wallis Profit Sharing Plan | - | 6 | $5,794 | - | - |
| 2012 | 2 | 9 | $1,069,678 | $105,237 | $11,693iApproximate average salary by contribution assumption: employee only about $292,325 at 4% or $194,883 at 6%; with 50% employer match about $194,883 at 4% or $129,922 at 6%; with 100% employer match about $146,163 at 4% or $97,442 at 6%. |
| Sanders Welch & Wallis PC 401K Plan | - | 9 | $1,063,845 | $105,237 | $11,693iApproximate average salary by contribution assumption: employee only about $292,325 at 4% or $194,883 at 6%; with 50% employer match about $194,883 at 4% or $129,922 at 6%; with 100% employer match about $146,163 at 4% or $97,442 at 6%. |
| Sanders Welch and Wallis Profit Sharing Plan | - | 6 | $5,833 | - | - |
| 2011 | 2 | 8 | $903,628 | $94,197 | $11,775iApproximate average salary by contribution assumption: employee only about $294,366 at 4% or $196,244 at 6%; with 50% employer match about $196,244 at 4% or $130,829 at 6%; with 100% employer match about $147,183 at 4% or $98,122 at 6%. |
| Sanders Welch & Wallis PC 401K Plan | - | 8 | $897,757 | $94,197 | $11,775iApproximate average salary by contribution assumption: employee only about $294,366 at 4% or $196,244 at 6%; with 50% employer match about $196,244 at 4% or $130,829 at 6%; with 100% employer match about $147,183 at 4% or $98,122 at 6%. |
| Sanders Welch and Wallis Profit Sharing Plan | - | 5 | $5,871 | - | - |
| 2010 | 2 | 6 | $873,416 | $87,209 | $14,535iApproximate average salary by contribution assumption: employee only about $363,371 at 4% or $242,247 at 6%; with 50% employer match about $242,247 at 4% or $161,498 at 6%; with 100% employer match about $181,685 at 4% or $121,124 at 6%. |
| Sanders Welch & Wallis PC 401K Plan | - | 6 | $867,510 | $87,209 | $14,535iApproximate average salary by contribution assumption: employee only about $363,371 at 4% or $242,247 at 6%; with 50% employer match about $242,247 at 4% or $161,498 at 6%; with 100% employer match about $181,685 at 4% or $121,124 at 6%. |
| Sanders Welch and Wallis Profit Sharing Plan | - | 5 | $5,906 | - | - |
| 2009 | 2 | 7 | $775,419 | $80,055 | $11,436iApproximate average salary by contribution assumption: employee only about $285,911 at 4% or $190,607 at 6%; with 50% employer match about $190,607 at 4% or $127,071 at 6%; with 100% employer match about $142,955 at 4% or $95,304 at 6%. |
| Sanders Welch & Wallis PC 401K Plan | - | 7 | $769,481 | $80,055 | $11,436iApproximate average salary by contribution assumption: employee only about $285,911 at 4% or $190,607 at 6%; with 50% employer match about $190,607 at 4% or $127,071 at 6%; with 100% employer match about $142,955 at 4% or $95,304 at 6%. |
| Sanders Welch and Wallis Profit Sharing Plan | - | 5 | $5,938 | - | - |
| 2008 | 2 | 7 | $519,009 | $81,926 | $11,704iApproximate average salary by contribution assumption: employee only about $292,593 at 4% or $195,062 at 6%; with 50% employer match about $195,062 at 4% or $130,041 at 6%; with 100% employer match about $146,296 at 4% or $97,531 at 6%. |
| Sanders Welch & Wallis PC 401K Plan | - | 7 | $513,036 | $81,926 | $11,704iApproximate average salary by contribution assumption: employee only about $292,593 at 4% or $195,062 at 6%; with 50% employer match about $195,062 at 4% or $130,041 at 6%; with 100% employer match about $146,296 at 4% or $97,531 at 6%. |
| Sanders Welch and Wallis Profit Sharing Plan | - | 6 | $5,973 | - | - |
| 2007 | 2 | 9 | $0 | $0 | - |
| Sanders Welch and Wallis Profit Sharing Plan | - | 6 | - | - | - |
| Sanders Welch & Wallis PC 401K Plan | - | 9 | - | - | - |
| 2006 | 2 | 9 | $620,467 | $68,595 | $7,622iApproximate average salary by contribution assumption: employee only about $190,542 at 4% or $127,028 at 6%; with 50% employer match about $127,028 at 4% or $84,685 at 6%; with 100% employer match about $95,271 at 4% or $63,514 at 6%. |
| Sanders Welch & Wallis PC 401K Plan | - | 9 | $620,467 | $68,595 | $7,622iApproximate average salary by contribution assumption: employee only about $190,542 at 4% or $127,028 at 6%; with 50% employer match about $127,028 at 4% or $84,685 at 6%; with 100% employer match about $95,271 at 4% or $63,514 at 6%. |
| Sanders Welch and Wallis Profit Sharing Plan | - | 6 | - | - | - |
| 2005 | 2 | 9 | $487,840 | $64,080 | $7,120iApproximate average salary by contribution assumption: employee only about $178,000 at 4% or $118,667 at 6%; with 50% employer match about $118,667 at 4% or $79,111 at 6%; with 100% employer match about $89,000 at 4% or $59,333 at 6%. |
| Sanders Welch & Wallis PC 401K Plan | - | 9 | $479,749 | $64,080 | $7,120iApproximate average salary by contribution assumption: employee only about $178,000 at 4% or $118,667 at 6%; with 50% employer match about $118,667 at 4% or $79,111 at 6%; with 100% employer match about $89,000 at 4% or $59,333 at 6%. |
| Sanders Welch and Wallis Profit Sharing Plan | - | 6 | $8,091 | - | - |
| 2004 | 2 | 8 | $385,919 | $57,874 | $7,234iApproximate average salary by contribution assumption: employee only about $180,856 at 4% or $120,571 at 6%; with 50% employer match about $120,571 at 4% or $80,381 at 6%; with 100% employer match about $90,428 at 4% or $60,285 at 6%. |
| Sanders Welch & Wallis PC 401K Plan | - | 8 | $375,619 | $57,874 | $7,234iApproximate average salary by contribution assumption: employee only about $180,856 at 4% or $120,571 at 6%; with 50% employer match about $120,571 at 4% or $80,381 at 6%; with 100% employer match about $90,428 at 4% or $60,285 at 6%. |
| Sanders Welch and Wallis Profit Sharing Plan | - | 6 | $10,300 | - | - |
| 2003 | 2 | 7 | $281,831 | $52,917 | $7,560iApproximate average salary by contribution assumption: employee only about $188,989 at 4% or $125,993 at 6%; with 50% employer match about $125,993 at 4% or $83,995 at 6%; with 100% employer match about $94,495 at 4% or $62,996 at 6%. |
| Sanders Welch & Wallis PC 401K Plan | - | 7 | $276,288 | $52,917 | $7,560iApproximate average salary by contribution assumption: employee only about $188,989 at 4% or $125,993 at 6%; with 50% employer match about $125,993 at 4% or $83,995 at 6%; with 100% employer match about $94,495 at 4% or $62,996 at 6%. |
| Sanders Welch and Wallis Profit Sharing Plan | - | 6 | $5,543 | - | - |
| 2002 | 2 | 7 | $160,988 | $48,928 | $6,990iApproximate average salary by contribution assumption: employee only about $174,743 at 4% or $116,495 at 6%; with 50% employer match about $116,495 at 4% or $77,663 at 6%; with 100% employer match about $87,371 at 4% or $58,248 at 6%. |
| Sanders Welch & Wallis PC 401K Plan | - | 7 | $160,988 | $48,928 | $6,990iApproximate average salary by contribution assumption: employee only about $174,743 at 4% or $116,495 at 6%; with 50% employer match about $116,495 at 4% or $77,663 at 6%; with 100% employer match about $87,371 at 4% or $58,248 at 6%. |
| Sanders Welch and Wallis Profit Sharing Plan | - | 6 | - | - | - |
| 2001 | 2 | 7 | $0 | $0 | - |
| Sanders Welch and Wallis Profit Sharing Plan | - | 6 | - | - | - |
| Sanders Welch & Wallis PC 401K Plan | - | 7 | - | - | - |
| 2000 | 1 | 6 | $9,750 | $0 | - |
| Sanders Welch and Wallis Profit Sharing Plan | - | 6 | $9,750 | - | - |
| 1999 | 1 | 7 | $48,959 | $0 | - |
| Sanders Welch and Wallis Profit Sharing Plan | - | 7 | $48,959 | - | - |