F.W. Walton Inc
Plan context: ASSOCIATIONS OF TEXAS MEP
EIN 76-0027651 • Houston, TX • 25 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
49
2024 Assets
$1,195,415
2024 Contributions
$331,497
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 | 49 | $1,195,415 | $331,497 | $6,765iApproximate average salary by contribution assumption: employee only about $169,131 at 4% or $112,754 at 6%; with 50% employer match about $112,754 at 4% or $75,169 at 6%; with 100% employer match about $84,566 at 4% or $56,377 at 6%. |
| ASSOCIATIONS OF TEXAS MEP | - | 49 | $1,195,415 | $331,497 | $6,765iApproximate average salary by contribution assumption: employee only about $169,131 at 4% or $112,754 at 6%; with 50% employer match about $112,754 at 4% or $75,169 at 6%; with 100% employer match about $84,566 at 4% or $56,377 at 6%. |
| 2023 | 1 | 45 | $778,999 | $279,483 | $6,211iApproximate average salary by contribution assumption: employee only about $155,268 at 4% or $103,512 at 6%; with 50% employer match about $103,512 at 4% or $69,008 at 6%; with 100% employer match about $77,634 at 4% or $51,756 at 6%. |
| ASSOCIATIONS OF TEXAS MEP | - | 45 | $778,999 | $279,483 | $6,211iApproximate average salary by contribution assumption: employee only about $155,268 at 4% or $103,512 at 6%; with 50% employer match about $103,512 at 4% or $69,008 at 6%; with 100% employer match about $77,634 at 4% or $51,756 at 6%. |
| 2022 | 1 | 99 | $445,181 | $243,916 | $2,464iApproximate average salary by contribution assumption: employee only about $61,595 at 4% or $41,063 at 6%; with 50% employer match about $41,063 at 4% or $27,376 at 6%; with 100% employer match about $30,797 at 4% or $20,532 at 6%. |
| ASSOCIATIONS OF TEXAS MEP | - | 99 | $445,181 | $243,916 | $2,464iApproximate average salary by contribution assumption: employee only about $61,595 at 4% or $41,063 at 6%; with 50% employer match about $41,063 at 4% or $27,376 at 6%; with 100% employer match about $30,797 at 4% or $20,532 at 6%. |
| 2021 | 2 | 113 | $372,002 | $173,396 | $1,534iApproximate average salary by contribution assumption: employee only about $38,362 at 4% or $25,575 at 6%; with 50% employer match about $25,575 at 4% or $17,050 at 6%; with 100% employer match about $19,181 at 4% or $12,787 at 6%. |
| ASSOCIATIONS OF TEXAS MEP | - | 113 | $372,002 | $173,396 | $1,534iApproximate average salary by contribution assumption: employee only about $38,362 at 4% or $25,575 at 6%; with 50% employer match about $25,575 at 4% or $17,050 at 6%; with 100% employer match about $19,181 at 4% or $12,787 at 6%. |
| Walton Roofing and Sheetmetal Company Dental and Vision | - | 103 | - | - | - |
| 2020 | 2 | 135 | $203,436 | $176,625 | $1,308iApproximate average salary by contribution assumption: employee only about $32,708 at 4% or $21,806 at 6%; with 50% employer match about $21,806 at 4% or $14,537 at 6%; with 100% employer match about $16,354 at 4% or $10,903 at 6%. |
| ASSOCIATIONS OF TEXAS MEP | - | 117 | $203,436 | $176,625 | $1,510iApproximate average salary by contribution assumption: employee only about $37,740 at 4% or $25,160 at 6%; with 50% employer match about $25,160 at 4% or $16,774 at 6%; with 100% employer match about $18,870 at 4% or $12,580 at 6%. |
| Walton Roofing and Sheetmetal Company Dental and Vision | - | 135 | - | - | - |
| 2019 | 1 | 124 | $0 | $0 | - |
| Walton Roofing and Sheetmetal Company Dental and Vision | - | 124 | - | - | - |
| 2018 | 1 | 118 | $0 | $0 | - |
| Walton Roofing and Sheetmetal Company Dental and Vision | - | 118 | - | - | - |
| 2017 | 2 | 106 | $0 | $0 | - |
| F.W. Walton Employee Benefit Plan Trust | - | 0 | - | - | - |
| Walton Roofing and Sheetmetal Company Dental and Vision | - | 106 | - | - | - |
| 2016 | 1 | 0 | $4,550 | $163,076 | - |
| F.W. Walton Employee Benefit Plan Trust | - | 0 | $4,550 | $163,076 | - |
| 2015 | 1 | 44 | $33,237 | $6,523 | $148iApproximate average salary by contribution assumption: employee only about $3,706 at 4% or $2,471 at 6%; with 50% employer match about $2,471 at 4% or $1,647 at 6%; with 100% employer match about $1,853 at 4% or $1,235 at 6%. |
| F.W. Walton Employee Benefit Plan Trust | - | 44 | $33,237 | $6,523 | $148iApproximate average salary by contribution assumption: employee only about $3,706 at 4% or $2,471 at 6%; with 50% employer match about $2,471 at 4% or $1,647 at 6%; with 100% employer match about $1,853 at 4% or $1,235 at 6%. |
| 2014 | 1 | 46 | $30,830 | $97,904 | $2,128iApproximate average salary by contribution assumption: employee only about $53,209 at 4% or $35,472 at 6%; with 50% employer match about $35,472 at 4% or $23,648 at 6%; with 100% employer match about $26,604 at 4% or $17,736 at 6%. |
| F.W. Walton Employee Benefit Plan Trust | - | 46 | $30,830 | $97,904 | $2,128iApproximate average salary by contribution assumption: employee only about $53,209 at 4% or $35,472 at 6%; with 50% employer match about $35,472 at 4% or $23,648 at 6%; with 100% employer match about $26,604 at 4% or $17,736 at 6%. |
| 2013 | 1 | 52 | $0 | $151,714 | $2,918iApproximate average salary by contribution assumption: employee only about $72,939 at 4% or $48,626 at 6%; with 50% employer match about $48,626 at 4% or $32,418 at 6%; with 100% employer match about $36,470 at 4% or $24,313 at 6%. |
| F.W. Walton Employee Benefit Plan Trust | - | 52 | - | $151,714 | $2,918iApproximate average salary by contribution assumption: employee only about $72,939 at 4% or $48,626 at 6%; with 50% employer match about $48,626 at 4% or $32,418 at 6%; with 100% employer match about $36,470 at 4% or $24,313 at 6%. |
| 2012 | 1 | 51 | $0 | $181,551 | $3,560iApproximate average salary by contribution assumption: employee only about $88,996 at 4% or $59,330 at 6%; with 50% employer match about $59,330 at 4% or $39,554 at 6%; with 100% employer match about $44,498 at 4% or $29,665 at 6%. |
| F.W. Walton Employee Benefit Plan Trust | - | 51 | - | $181,551 | $3,560iApproximate average salary by contribution assumption: employee only about $88,996 at 4% or $59,330 at 6%; with 50% employer match about $59,330 at 4% or $39,554 at 6%; with 100% employer match about $44,498 at 4% or $29,665 at 6%. |
| 2011 | 1 | 54 | $17,156 | $199,775 | $3,700iApproximate average salary by contribution assumption: employee only about $92,488 at 4% or $61,659 at 6%; with 50% employer match about $61,659 at 4% or $41,106 at 6%; with 100% employer match about $46,244 at 4% or $30,829 at 6%. |
| F.W. Walton Employee Benefit Plan Trust | - | 54 | $17,156 | $199,775 | $3,700iApproximate average salary by contribution assumption: employee only about $92,488 at 4% or $61,659 at 6%; with 50% employer match about $61,659 at 4% or $41,106 at 6%; with 100% employer match about $46,244 at 4% or $30,829 at 6%. |
| 2010 | 1 | 60 | $7,265 | $227,069 | $3,784iApproximate average salary by contribution assumption: employee only about $94,612 at 4% or $63,075 at 6%; with 50% employer match about $63,075 at 4% or $42,050 at 6%; with 100% employer match about $47,306 at 4% or $31,537 at 6%. |
| F.W. Walton Employee Benefit Plan Trust | - | 60 | $7,265 | $227,069 | $3,784iApproximate average salary by contribution assumption: employee only about $94,612 at 4% or $63,075 at 6%; with 50% employer match about $63,075 at 4% or $42,050 at 6%; with 100% employer match about $47,306 at 4% or $31,537 at 6%. |
| 2009 | 2 | 58 | $0 | $177,344 | $3,058iApproximate average salary by contribution assumption: employee only about $76,441 at 4% or $50,961 at 6%; with 50% employer match about $50,961 at 4% or $33,974 at 6%; with 100% employer match about $38,221 at 4% or $25,480 at 6%. |
| F.W. Walton Employee Benefit Plan Trust | - | - | - | - | - |
| F.W. Walton Employee Benefit Plan Trust | - | 58 | - | $177,344 | $3,058iApproximate average salary by contribution assumption: employee only about $76,441 at 4% or $50,961 at 6%; with 50% employer match about $50,961 at 4% or $33,974 at 6%; with 100% employer match about $38,221 at 4% or $25,480 at 6%. |
| 2004 | 1 | 0 | $0 | $0 | - |
| F.W. WALTON, INC. PROFIT SHARING 401K PLAN | - | 0 | - | - | - |
| 2003 | 1 | 37 | $135,179 | $8,995 | $243iApproximate average salary by contribution assumption: employee only about $6,078 at 4% or $4,052 at 6%; with 50% employer match about $4,052 at 4% or $2,701 at 6%; with 100% employer match about $3,039 at 4% or $2,026 at 6%. |
| F.W. WALTON, INC. PROFIT SHARING 401K PLAN | - | 37 | $135,179 | $8,995 | $243iApproximate average salary by contribution assumption: employee only about $6,078 at 4% or $4,052 at 6%; with 50% employer match about $4,052 at 4% or $2,701 at 6%; with 100% employer match about $3,039 at 4% or $2,026 at 6%. |
| 2002 | 1 | 41 | $104,484 | $14,009 | $342iApproximate average salary by contribution assumption: employee only about $8,542 at 4% or $5,695 at 6%; with 50% employer match about $5,695 at 4% or $3,796 at 6%; with 100% employer match about $4,271 at 4% or $2,847 at 6%. |
| F.W. WALTON, INC. PROFIT SHARING 401K PLAN | - | 41 | $104,484 | $14,009 | $342iApproximate average salary by contribution assumption: employee only about $8,542 at 4% or $5,695 at 6%; with 50% employer match about $5,695 at 4% or $3,796 at 6%; with 100% employer match about $4,271 at 4% or $2,847 at 6%. |
| 2001 | 1 | 25 | $136,633 | $21,750 | $870iApproximate average salary by contribution assumption: employee only about $21,750 at 4% or $14,500 at 6%; with 50% employer match about $14,500 at 4% or $9,667 at 6%; with 100% employer match about $10,875 at 4% or $7,250 at 6%. |
| F.W. WALTON, INC. 401K PROFIT SHARING PLAN | - | 25 | $136,633 | $21,750 | $870iApproximate average salary by contribution assumption: employee only about $21,750 at 4% or $14,500 at 6%; with 50% employer match about $14,500 at 4% or $9,667 at 6%; with 100% employer match about $10,875 at 4% or $7,250 at 6%. |
| 2000 | 1 | 22 | $154,626 | $28,992 | $1,318iApproximate average salary by contribution assumption: employee only about $32,945 at 4% or $21,964 at 6%; with 50% employer match about $21,964 at 4% or $14,642 at 6%; with 100% employer match about $16,473 at 4% or $10,982 at 6%. |
| F.W. WALTON, INC. PROFIT SHARING 401K PLAN | - | 22 | $154,626 | $28,992 | $1,318iApproximate average salary by contribution assumption: employee only about $32,945 at 4% or $21,964 at 6%; with 50% employer match about $21,964 at 4% or $14,642 at 6%; with 100% employer match about $16,473 at 4% or $10,982 at 6%. |