Civic Intelligence

Waltman & Grisham

Plan context: Waltman & Grisham 401K Profit Sharing Plan

EIN 74-2797675 • College Station, TX • 30 filings • 4 plans

1470 Copperfield ParkwayCollege Station, TX 77845
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$5,478,441

2024 Contributions

$250,517

Historical Graphs

Total Assets Over Time

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

$5,478,441$2,739,221$0199920122024YearValue
$5,478,441Latest year 2024

Participants Over Time

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

1680199920122024YearValue
11Latest 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
2024111$5,478,441$0-
Waltman & Grisham 401K Profit Sharing Plan-11$5,478,441--
2023112$5,116,915$250,517$20,876iApproximate average salary by contribution assumption: employee only about $521,910 at 4% or $347,940 at 6%; with 50% employer match about $347,940 at 4% or $231,960 at 6%; with 100% employer match about $260,955 at 4% or $173,970 at 6%.
Waltman & Grisham 401K Profit Sharing Plan-12$5,116,915$250,517$20,876iApproximate average salary by contribution assumption: employee only about $521,910 at 4% or $347,940 at 6%; with 50% employer match about $347,940 at 4% or $231,960 at 6%; with 100% employer match about $260,955 at 4% or $173,970 at 6%.
2022111$4,485,610$0-
Waltman & Grisham 401K Profit Sharing Plan-11$4,485,610--
2021111$5,011,714$0-
Waltman & Grisham 401K Profit Sharing Plan-11$5,011,714--
2020112$4,936,891$0-
Waltman & Grisham 401K Profit Sharing Plan-12$4,936,891--
2019112$4,603,896$0-
Waltman & Grisham 401K Profit Sharing Plan-12$4,603,896--
2018112$3,964,204$530$44iApproximate average salary by contribution assumption: employee only about $1,104 at 4% or $736 at 6%; with 50% employer match about $736 at 4% or $491 at 6%; with 100% employer match about $552 at 4% or $368 at 6%.
Waltman & Grisham 401K Profit Sharing Plan-12$3,964,204$530$44iApproximate average salary by contribution assumption: employee only about $1,104 at 4% or $736 at 6%; with 50% employer match about $736 at 4% or $491 at 6%; with 100% employer match about $552 at 4% or $368 at 6%.
2017112$4,249,482$0-
Waltman & Grisham 401K Profit Sharing Plan-12$4,249,482--
2016114$3,769,590$0-
Waltman & Grisham 401K Profit Sharing Plan-14$3,769,590--
2015114$3,544,456$0-
Waltman & Grisham 401K Profit Sharing Plan-14$3,544,456$0-
2014114$3,516,642$189,008$13,501iApproximate average salary by contribution assumption: employee only about $337,514 at 4% or $225,010 at 6%; with 50% employer match about $225,010 at 4% or $150,006 at 6%; with 100% employer match about $168,757 at 4% or $112,505 at 6%.
Waltman & Grisham 401K Profit Sharing Plan-14$3,516,642$189,008$13,501iApproximate average salary by contribution assumption: employee only about $337,514 at 4% or $225,010 at 6%; with 50% employer match about $225,010 at 4% or $150,006 at 6%; with 100% employer match about $168,757 at 4% or $112,505 at 6%.
2013114$3,228,442$194,419$13,887iApproximate average salary by contribution assumption: employee only about $347,177 at 4% or $231,451 at 6%; with 50% employer match about $231,451 at 4% or $154,301 at 6%; with 100% employer match about $173,588 at 4% or $115,726 at 6%.
Waltman & Grisham 401K Profit Sharing Plan-14$3,228,442$194,419$13,887iApproximate average salary by contribution assumption: employee only about $347,177 at 4% or $231,451 at 6%; with 50% employer match about $231,451 at 4% or $154,301 at 6%; with 100% employer match about $173,588 at 4% or $115,726 at 6%.
2012114$2,702,321$0-
Waltman & Grisham 401K Profit Sharing Plan-14$2,702,321$0-
2011114$2,512,487$0-
Waltman & Grisham 401K Profit Sharing Plan-14$2,512,487$0-
2010116$2,525,388$23,240$1,453iApproximate average salary by contribution assumption: employee only about $36,313 at 4% or $24,208 at 6%; with 50% employer match about $24,208 at 4% or $16,139 at 6%; with 100% employer match about $18,156 at 4% or $12,104 at 6%.
Waltman & Grisham 401K Profit Sharing Plan-16$2,525,388$23,240$1,453iApproximate average salary by contribution assumption: employee only about $36,313 at 4% or $24,208 at 6%; with 50% employer match about $24,208 at 4% or $16,139 at 6%; with 100% employer match about $18,156 at 4% or $12,104 at 6%.
2009116$2,397,524$61,075$3,817iApproximate average salary by contribution assumption: employee only about $95,430 at 4% or $63,620 at 6%; with 50% employer match about $63,620 at 4% or $42,413 at 6%; with 100% employer match about $47,715 at 4% or $31,810 at 6%.
Waltman & Grisham 401K Profit Sharing Plan-16$2,397,524$61,075$3,817iApproximate average salary by contribution assumption: employee only about $95,430 at 4% or $63,620 at 6%; with 50% employer match about $63,620 at 4% or $42,413 at 6%; with 100% employer match about $47,715 at 4% or $31,810 at 6%.
200819$2,001,239$182,651$20,295iApproximate average salary by contribution assumption: employee only about $507,364 at 4% or $338,243 at 6%; with 50% employer match about $338,243 at 4% or $225,495 at 6%; with 100% employer match about $253,682 at 4% or $169,121 at 6%.
Waltman & Grisham 401K Profit Sharing Plan-9$2,001,239$182,651$20,295iApproximate average salary by contribution assumption: employee only about $507,364 at 4% or $338,243 at 6%; with 50% employer match about $338,243 at 4% or $225,495 at 6%; with 100% employer match about $253,682 at 4% or $169,121 at 6%.
2007113$2,478,691$167,947$12,919iApproximate average salary by contribution assumption: employee only about $322,975 at 4% or $215,317 at 6%; with 50% employer match about $215,317 at 4% or $143,544 at 6%; with 100% employer match about $161,488 at 4% or $107,658 at 6%.
Waltman & Grisham 401K Profit Sharing Plan-13$2,478,691$167,947$12,919iApproximate average salary by contribution assumption: employee only about $322,975 at 4% or $215,317 at 6%; with 50% employer match about $215,317 at 4% or $143,544 at 6%; with 100% employer match about $161,488 at 4% or $107,658 at 6%.
2006110$2,178,331$167,114$16,711iApproximate average salary by contribution assumption: employee only about $417,785 at 4% or $278,523 at 6%; with 50% employer match about $278,523 at 4% or $185,682 at 6%; with 100% employer match about $208,893 at 4% or $139,262 at 6%.
Waltman & Grisham 401K Profit Sharing Plan-10$2,178,331$167,114$16,711iApproximate average salary by contribution assumption: employee only about $417,785 at 4% or $278,523 at 6%; with 50% employer match about $278,523 at 4% or $185,682 at 6%; with 100% employer match about $208,893 at 4% or $139,262 at 6%.
2005113$1,902,903$173,775$13,367iApproximate average salary by contribution assumption: employee only about $334,183 at 4% or $222,788 at 6%; with 50% employer match about $222,788 at 4% or $148,526 at 6%; with 100% employer match about $167,091 at 4% or $111,394 at 6%.
Waltman & Grisham 401K Profit Sharing Plan-13$1,902,903$173,775$13,367iApproximate average salary by contribution assumption: employee only about $334,183 at 4% or $222,788 at 6%; with 50% employer match about $222,788 at 4% or $148,526 at 6%; with 100% employer match about $167,091 at 4% or $111,394 at 6%.
2004115$1,650,683$154,857$10,324iApproximate average salary by contribution assumption: employee only about $258,095 at 4% or $172,063 at 6%; with 50% employer match about $172,063 at 4% or $114,709 at 6%; with 100% employer match about $129,047 at 4% or $86,032 at 6%.
Waltman & Grisham 401K Profit Sharing Plan-15$1,650,683$154,857$10,324iApproximate average salary by contribution assumption: employee only about $258,095 at 4% or $172,063 at 6%; with 50% employer match about $172,063 at 4% or $114,709 at 6%; with 100% employer match about $129,047 at 4% or $86,032 at 6%.
2003111$1,405,440$143,695$13,063iApproximate average salary by contribution assumption: employee only about $326,580 at 4% or $217,720 at 6%; with 50% employer match about $217,720 at 4% or $145,146 at 6%; with 100% employer match about $163,290 at 4% or $108,860 at 6%.
Waltman & Grisham 401K Profit Sharing Plan-11$1,405,440$143,695$13,063iApproximate average salary by contribution assumption: employee only about $326,580 at 4% or $217,720 at 6%; with 50% employer match about $217,720 at 4% or $145,146 at 6%; with 100% employer match about $163,290 at 4% or $108,860 at 6%.
2002211$1,129,972$111,966$10,179iApproximate average salary by contribution assumption: employee only about $254,468 at 4% or $169,645 at 6%; with 50% employer match about $169,645 at 4% or $113,097 at 6%; with 100% employer match about $127,234 at 4% or $84,823 at 6%.
Waltman & Grisham 401K Profit Sharing Plan-11$1,129,972$66,123$6,011iApproximate average salary by contribution assumption: employee only about $150,280 at 4% or $100,186 at 6%; with 50% employer match about $100,186 at 4% or $66,791 at 6%; with 100% employer match about $75,140 at 4% or $50,093 at 6%.
Waltman & Grisham Money Purchase Pension Plan-0-$45,843-
2001213$0$0-
Waltman & Grisham 401K Profit Sharing Plan-13---
Waltman & Grisham Money Purchase Pension Plan-13---
2000212$1,892,392$128,609$10,717iApproximate average salary by contribution assumption: employee only about $267,935 at 4% or $178,624 at 6%; with 50% employer match about $178,624 at 4% or $119,082 at 6%; with 100% employer match about $133,968 at 4% or $89,312 at 6%.
Waltman & Grisham Money Purchase Pension Plan-11$983,221$62,711$5,701iApproximate average salary by contribution assumption: employee only about $142,525 at 4% or $95,017 at 6%; with 50% employer match about $95,017 at 4% or $63,344 at 6%; with 100% employer match about $71,263 at 4% or $47,508 at 6%.
Waltman & Grisham 401K Profit Sharing Plan-12$909,171$65,898$5,492iApproximate average salary by contribution assumption: employee only about $137,288 at 4% or $91,525 at 6%; with 50% employer match about $91,525 at 4% or $61,017 at 6%; with 100% employer match about $68,644 at 4% or $45,763 at 6%.
1999212$1,931,899$101,276$8,440iApproximate average salary by contribution assumption: employee only about $210,992 at 4% or $140,661 at 6%; with 50% employer match about $140,661 at 4% or $93,774 at 6%; with 100% employer match about $105,496 at 4% or $70,331 at 6%.
Waltman & Grisham 401K Profit Sharing Plan-12$970,463$62,754$5,230iApproximate average salary by contribution assumption: employee only about $130,738 at 4% or $87,158 at 6%; with 50% employer match about $87,158 at 4% or $58,106 at 6%; with 100% employer match about $65,369 at 4% or $43,579 at 6%.
Waltman & Grisham Money Purchase Pension Plan-12$961,436$38,522$3,210iApproximate average salary by contribution assumption: employee only about $80,254 at 4% or $53,503 at 6%; with 50% employer match about $53,503 at 4% or $35,669 at 6%; with 100% employer match about $40,127 at 4% or $26,751 at 6%.