Civic Intelligence

Jack Wallace

Plan context: Jack Wallace 401(K) Plan

EIN 76-0041392 • Houston, TX • 21 filings • 2 plans

3405 Mercer StreetHouston, TX 77027
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$779,788

2024 Contributions

$28,944

Historical Graphs

Total Assets Over Time

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

$851,578$425,789$0200420152024YearValue
$779,788Latest year 2024

Participants Over Time

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

840200420142024YearValue
4Latest 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
202414$779,788$28,944$7,236iApproximate average salary by contribution assumption: employee only about $180,900 at 4% or $120,600 at 6%; with 50% employer match about $120,600 at 4% or $80,400 at 6%; with 100% employer match about $90,450 at 4% or $60,300 at 6%.
Jack Wallace 401(K) Plan-4$779,788$28,944$7,236iApproximate average salary by contribution assumption: employee only about $180,900 at 4% or $120,600 at 6%; with 50% employer match about $120,600 at 4% or $80,400 at 6%; with 100% employer match about $90,450 at 4% or $60,300 at 6%.
202314$668,818$26,714$6,679iApproximate average salary by contribution assumption: employee only about $166,963 at 4% or $111,308 at 6%; with 50% employer match about $111,308 at 4% or $74,206 at 6%; with 100% employer match about $83,481 at 4% or $55,654 at 6%.
Jack Wallace 401(K) Plan-4$668,818$26,714$6,679iApproximate average salary by contribution assumption: employee only about $166,963 at 4% or $111,308 at 6%; with 50% employer match about $111,308 at 4% or $74,206 at 6%; with 100% employer match about $83,481 at 4% or $55,654 at 6%.
202214$771,997$25,345$6,336iApproximate average salary by contribution assumption: employee only about $158,406 at 4% or $105,604 at 6%; with 50% employer match about $105,604 at 4% or $70,403 at 6%; with 100% employer match about $79,203 at 4% or $52,802 at 6%.
Jack Wallace 401(K) Plan-4$771,997$25,345$6,336iApproximate average salary by contribution assumption: employee only about $158,406 at 4% or $105,604 at 6%; with 50% employer match about $105,604 at 4% or $70,403 at 6%; with 100% employer match about $79,203 at 4% or $52,802 at 6%.
202114$843,591$21,959$5,490iApproximate average salary by contribution assumption: employee only about $137,244 at 4% or $91,496 at 6%; with 50% employer match about $91,496 at 4% or $60,997 at 6%; with 100% employer match about $68,622 at 4% or $45,748 at 6%.
Jack Wallace 401(K) Plan-4$843,591$21,959$5,490iApproximate average salary by contribution assumption: employee only about $137,244 at 4% or $91,496 at 6%; with 50% employer match about $91,496 at 4% or $60,997 at 6%; with 100% employer match about $68,622 at 4% or $45,748 at 6%.
202015$851,578$24,166$4,833iApproximate average salary by contribution assumption: employee only about $120,830 at 4% or $80,553 at 6%; with 50% employer match about $80,553 at 4% or $53,702 at 6%; with 100% employer match about $60,415 at 4% or $40,277 at 6%.
Jack Wallace 401(K) Plan-5$851,578$24,166$4,833iApproximate average salary by contribution assumption: employee only about $120,830 at 4% or $80,553 at 6%; with 50% employer match about $80,553 at 4% or $53,702 at 6%; with 100% employer match about $60,415 at 4% or $40,277 at 6%.
201916$846,995$23,037$3,840iApproximate average salary by contribution assumption: employee only about $95,988 at 4% or $63,992 at 6%; with 50% employer match about $63,992 at 4% or $42,661 at 6%; with 100% employer match about $47,994 at 4% or $31,996 at 6%.
Jack Wallace 401(K) Plan-6$846,995$23,037$3,840iApproximate average salary by contribution assumption: employee only about $95,988 at 4% or $63,992 at 6%; with 50% employer match about $63,992 at 4% or $42,661 at 6%; with 100% employer match about $47,994 at 4% or $31,996 at 6%.
201816$691,290$21,838$3,640iApproximate average salary by contribution assumption: employee only about $90,992 at 4% or $60,661 at 6%; with 50% employer match about $60,661 at 4% or $40,441 at 6%; with 100% employer match about $45,496 at 4% or $30,331 at 6%.
Jack Wallace 401(K) Plan-6$691,290$21,838$3,640iApproximate average salary by contribution assumption: employee only about $90,992 at 4% or $60,661 at 6%; with 50% employer match about $60,661 at 4% or $40,441 at 6%; with 100% employer match about $45,496 at 4% or $30,331 at 6%.
201716$728,927$23,477$3,913iApproximate average salary by contribution assumption: employee only about $97,821 at 4% or $65,214 at 6%; with 50% employer match about $65,214 at 4% or $43,476 at 6%; with 100% employer match about $48,910 at 4% or $32,607 at 6%.
Jack Wallace 401(K) Plan-6$728,927$23,477$3,913iApproximate average salary by contribution assumption: employee only about $97,821 at 4% or $65,214 at 6%; with 50% employer match about $65,214 at 4% or $43,476 at 6%; with 100% employer match about $48,910 at 4% or $32,607 at 6%.
201616$617,102$27,608$4,601iApproximate average salary by contribution assumption: employee only about $115,033 at 4% or $76,689 at 6%; with 50% employer match about $76,689 at 4% or $51,126 at 6%; with 100% employer match about $57,517 at 4% or $38,344 at 6%.
Jack Wallace 401(K) Plan-6$617,102$27,608$4,601iApproximate average salary by contribution assumption: employee only about $115,033 at 4% or $76,689 at 6%; with 50% employer match about $76,689 at 4% or $51,126 at 6%; with 100% employer match about $57,517 at 4% or $38,344 at 6%.
201516$538,104$22,169$3,695iApproximate average salary by contribution assumption: employee only about $92,371 at 4% or $61,581 at 6%; with 50% employer match about $61,581 at 4% or $41,054 at 6%; with 100% employer match about $46,185 at 4% or $30,790 at 6%.
Jack Wallace 401(K) Plan-6$538,104$22,169$3,695iApproximate average salary by contribution assumption: employee only about $92,371 at 4% or $61,581 at 6%; with 50% employer match about $61,581 at 4% or $41,054 at 6%; with 100% employer match about $46,185 at 4% or $30,790 at 6%.
201417$528,049$39,500$5,643iApproximate average salary by contribution assumption: employee only about $141,071 at 4% or $94,048 at 6%; with 50% employer match about $94,048 at 4% or $62,698 at 6%; with 100% employer match about $70,536 at 4% or $47,024 at 6%.
Jack Wallace 401(K) Plan-7$528,049$39,500$5,643iApproximate average salary by contribution assumption: employee only about $141,071 at 4% or $94,048 at 6%; with 50% employer match about $94,048 at 4% or $62,698 at 6%; with 100% employer match about $70,536 at 4% or $47,024 at 6%.
201317$460,797$38,529$5,504iApproximate average salary by contribution assumption: employee only about $137,604 at 4% or $91,736 at 6%; with 50% employer match about $91,736 at 4% or $61,157 at 6%; with 100% employer match about $68,802 at 4% or $45,868 at 6%.
Jack Wallace 401(K) Plan-7$460,797$38,529$5,504iApproximate average salary by contribution assumption: employee only about $137,604 at 4% or $91,736 at 6%; with 50% employer match about $91,736 at 4% or $61,157 at 6%; with 100% employer match about $68,802 at 4% or $45,868 at 6%.
201217$376,232$44,759$6,394iApproximate average salary by contribution assumption: employee only about $159,854 at 4% or $106,569 at 6%; with 50% employer match about $106,569 at 4% or $71,046 at 6%; with 100% employer match about $79,927 at 4% or $53,285 at 6%.
Jack Wallace 401(K) Plan-7$376,232$44,759$6,394iApproximate average salary by contribution assumption: employee only about $159,854 at 4% or $106,569 at 6%; with 50% employer match about $106,569 at 4% or $71,046 at 6%; with 100% employer match about $79,927 at 4% or $53,285 at 6%.
201117$309,318$21,563$3,080iApproximate average salary by contribution assumption: employee only about $77,011 at 4% or $51,340 at 6%; with 50% employer match about $51,340 at 4% or $34,227 at 6%; with 100% employer match about $38,505 at 4% or $25,670 at 6%.
Jack Wallace 401(K) Plan-7$309,318$21,563$3,080iApproximate average salary by contribution assumption: employee only about $77,011 at 4% or $51,340 at 6%; with 50% employer match about $51,340 at 4% or $34,227 at 6%; with 100% employer match about $38,505 at 4% or $25,670 at 6%.
201017$284,951$40,414$5,773iApproximate average salary by contribution assumption: employee only about $144,336 at 4% or $96,224 at 6%; with 50% employer match about $96,224 at 4% or $64,149 at 6%; with 100% employer match about $72,168 at 4% or $48,112 at 6%.
Jack Wallace 401(K) Plan-7$284,951$40,414$5,773iApproximate average salary by contribution assumption: employee only about $144,336 at 4% or $96,224 at 6%; with 50% employer match about $96,224 at 4% or $64,149 at 6%; with 100% employer match about $72,168 at 4% or $48,112 at 6%.
200916$233,147$36,598$6,100iApproximate average salary by contribution assumption: employee only about $152,492 at 4% or $101,661 at 6%; with 50% employer match about $101,661 at 4% or $67,774 at 6%; with 100% employer match about $76,246 at 4% or $50,831 at 6%.
Jack Wallace 401(K) Plan-6$233,147$36,598$6,100iApproximate average salary by contribution assumption: employee only about $152,492 at 4% or $101,661 at 6%; with 50% employer match about $101,661 at 4% or $67,774 at 6%; with 100% employer match about $76,246 at 4% or $50,831 at 6%.
200818$0$0-
Jack Wallace 401(K) Plan-8---
200715$0$0-
Jack Wallace 401(K) Plan-5---
200616$152,030$41,479$6,913iApproximate average salary by contribution assumption: employee only about $172,829 at 4% or $115,219 at 6%; with 50% employer match about $115,219 at 4% or $76,813 at 6%; with 100% employer match about $86,415 at 4% or $57,610 at 6%.
Jack Wallace 401(K) Plan-6$152,030$41,479$6,913iApproximate average salary by contribution assumption: employee only about $172,829 at 4% or $115,219 at 6%; with 50% employer match about $115,219 at 4% or $76,813 at 6%; with 100% employer match about $86,415 at 4% or $57,610 at 6%.
200517$99,787$46,245$6,606iApproximate average salary by contribution assumption: employee only about $165,161 at 4% or $110,107 at 6%; with 50% employer match about $110,107 at 4% or $73,405 at 6%; with 100% employer match about $82,580 at 4% or $55,054 at 6%.
Jack Wallace 401(K) Plan-7$99,787$46,245$6,606iApproximate average salary by contribution assumption: employee only about $165,161 at 4% or $110,107 at 6%; with 50% employer match about $110,107 at 4% or $73,405 at 6%; with 100% employer match about $82,580 at 4% or $55,054 at 6%.
200417$48,584$47,020$6,717iApproximate average salary by contribution assumption: employee only about $167,929 at 4% or $111,952 at 6%; with 50% employer match about $111,952 at 4% or $74,635 at 6%; with 100% employer match about $83,964 at 4% or $55,976 at 6%.
Jack Wallace 401(K) Plan-7$48,584$47,020$6,717iApproximate average salary by contribution assumption: employee only about $167,929 at 4% or $111,952 at 6%; with 50% employer match about $111,952 at 4% or $74,635 at 6%; with 100% employer match about $83,964 at 4% or $55,976 at 6%.