Civic Intelligence

Vernon Walling, M.D., P.A.

Plan context: Walling and Santos Safe Harbor 401K Plan

EIN 76-0241595 • Houston, TX • 21 filings • 9 plans

5151 San Felipe, Suite 1470Houston, TX 77056-3632
Current Snapshot

Latest Year

2014

2014 Participants

3

2014 Assets

$1,537,354

2014 Contributions

$58,037

Historical Graphs

Total Assets Over Time

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

$1,537,354$768,677$0199920072014YearValue
$1,537,354Latest year 2014

Participants Over Time

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

530199920072014YearValue
3Latest year 2014

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
201423$1,537,354$0-
Walling and Santos Safe Harbor 401K Plan-3$1,537,354--
Walling and Santos Safe Harbor 401K Plan-0$0--
201314$1,492,091$58,037$14,509iApproximate average salary by contribution assumption: employee only about $362,731 at 4% or $241,821 at 6%; with 50% employer match about $241,821 at 4% or $161,214 at 6%; with 100% employer match about $181,366 at 4% or $120,910 at 6%.
Walling and Santos Safe Harbor 401K Plan-4$1,492,091$58,037$14,509iApproximate average salary by contribution assumption: employee only about $362,731 at 4% or $241,821 at 6%; with 50% employer match about $241,821 at 4% or $161,214 at 6%; with 100% employer match about $181,366 at 4% or $120,910 at 6%.
201214$1,170,743$53,696$13,424iApproximate average salary by contribution assumption: employee only about $335,600 at 4% or $223,733 at 6%; with 50% employer match about $223,733 at 4% or $149,156 at 6%; with 100% employer match about $167,800 at 4% or $111,867 at 6%.
Walling and Santos Safe Harbor 401K Plan-4$1,170,743$53,696$13,424iApproximate average salary by contribution assumption: employee only about $335,600 at 4% or $223,733 at 6%; with 50% employer match about $223,733 at 4% or $149,156 at 6%; with 100% employer match about $167,800 at 4% or $111,867 at 6%.
201114$991,722$50,439$12,610iApproximate average salary by contribution assumption: employee only about $315,244 at 4% or $210,163 at 6%; with 50% employer match about $210,163 at 4% or $140,108 at 6%; with 100% employer match about $157,622 at 4% or $105,081 at 6%.
Walling and Santos Safe Harbor 401K Plan-4$991,722$50,439$12,610iApproximate average salary by contribution assumption: employee only about $315,244 at 4% or $210,163 at 6%; with 50% employer match about $210,163 at 4% or $140,108 at 6%; with 100% employer match about $157,622 at 4% or $105,081 at 6%.
201014$1,011,377$51,759$12,940iApproximate average salary by contribution assumption: employee only about $323,494 at 4% or $215,663 at 6%; with 50% employer match about $215,663 at 4% or $143,775 at 6%; with 100% employer match about $161,747 at 4% or $107,831 at 6%.
Walling and Santos Safe Harbor 401K Plan-4$1,011,377$51,759$12,940iApproximate average salary by contribution assumption: employee only about $323,494 at 4% or $215,663 at 6%; with 50% employer match about $215,663 at 4% or $143,775 at 6%; with 100% employer match about $161,747 at 4% or $107,831 at 6%.
200914$876,492$55,667$13,917iApproximate average salary by contribution assumption: employee only about $347,919 at 4% or $231,946 at 6%; with 50% employer match about $231,946 at 4% or $154,631 at 6%; with 100% employer match about $173,959 at 4% or $115,973 at 6%.
Walling and Santos Safe Harbor 401K Plan-4$876,492$55,667$13,917iApproximate average salary by contribution assumption: employee only about $347,919 at 4% or $231,946 at 6%; with 50% employer match about $231,946 at 4% or $154,631 at 6%; with 100% employer match about $173,959 at 4% or $115,973 at 6%.
200814$0$0-
Walling and Santos Safe Harbor 401K Plan-4---
200713$966,530$48,594$16,198iApproximate average salary by contribution assumption: employee only about $404,950 at 4% or $269,967 at 6%; with 50% employer match about $269,967 at 4% or $179,978 at 6%; with 100% employer match about $202,475 at 4% or $134,983 at 6%.
Walling and Santos Safe Harbor 401K Plan-3$966,530$48,594$16,198iApproximate average salary by contribution assumption: employee only about $404,950 at 4% or $269,967 at 6%; with 50% employer match about $269,967 at 4% or $179,978 at 6%; with 100% employer match about $202,475 at 4% or $134,983 at 6%.
200613$824,622$33,086$11,029iApproximate average salary by contribution assumption: employee only about $275,717 at 4% or $183,811 at 6%; with 50% employer match about $183,811 at 4% or $122,541 at 6%; with 100% employer match about $137,858 at 4% or $91,906 at 6%.
Walling and Santos Safe Harbor 401K Plan-3$824,622$33,086$11,029iApproximate average salary by contribution assumption: employee only about $275,717 at 4% or $183,811 at 6%; with 50% employer match about $183,811 at 4% or $122,541 at 6%; with 100% employer match about $137,858 at 4% or $91,906 at 6%.
200513$682,180$44,870$14,957iApproximate average salary by contribution assumption: employee only about $373,917 at 4% or $249,278 at 6%; with 50% employer match about $249,278 at 4% or $166,185 at 6%; with 100% employer match about $186,958 at 4% or $124,639 at 6%.
Walling and Santos Safe Harbor 401K Plan-3$682,180$44,870$14,957iApproximate average salary by contribution assumption: employee only about $373,917 at 4% or $249,278 at 6%; with 50% employer match about $249,278 at 4% or $166,185 at 6%; with 100% employer match about $186,958 at 4% or $124,639 at 6%.
200413$600,255$41,739$13,913iApproximate average salary by contribution assumption: employee only about $347,825 at 4% or $231,883 at 6%; with 50% employer match about $231,883 at 4% or $154,589 at 6%; with 100% employer match about $173,913 at 4% or $115,942 at 6%.
Walling and Santos Safe Harbor 401K Plan-3$600,255$41,739$13,913iApproximate average salary by contribution assumption: employee only about $347,825 at 4% or $231,883 at 6%; with 50% employer match about $231,883 at 4% or $154,589 at 6%; with 100% employer match about $173,913 at 4% or $115,942 at 6%.
200315$501,075$39,170$7,834iApproximate average salary by contribution assumption: employee only about $195,850 at 4% or $130,567 at 6%; with 50% employer match about $130,567 at 4% or $87,044 at 6%; with 100% employer match about $97,925 at 4% or $65,283 at 6%.
Walling and Santos Safe Harbor 401K Plan-5$501,075$39,170$7,834iApproximate average salary by contribution assumption: employee only about $195,850 at 4% or $130,567 at 6%; with 50% employer match about $130,567 at 4% or $87,044 at 6%; with 100% employer match about $97,925 at 4% or $65,283 at 6%.
200235$378,763$35,963$7,193iApproximate average salary by contribution assumption: employee only about $179,815 at 4% or $119,877 at 6%; with 50% employer match about $119,877 at 4% or $79,918 at 6%; with 100% employer match about $89,908 at 4% or $59,938 at 6%.
Walling and Santos Safe Harbor 401K Plan-5$378,763$35,963$7,193iApproximate average salary by contribution assumption: employee only about $179,815 at 4% or $119,877 at 6%; with 50% employer match about $119,877 at 4% or $79,918 at 6%; with 100% employer match about $89,908 at 4% or $59,938 at 6%.
Vernon Walling, MD, Pa Profit Sharing Plan-0---
VERNON WALLING MD PA PENSION PLAN-0---
200120$0$0-
Vernon Walling, MD, Pa Profit Sharing Plan-0---
VERNON WALLING, MD, PA PENSION PLAN-0---
200023$395,910$25,992$8,664iApproximate average salary by contribution assumption: employee only about $216,600 at 4% or $144,400 at 6%; with 50% employer match about $144,400 at 4% or $96,267 at 6%; with 100% employer match about $108,300 at 4% or $72,200 at 6%.
Vernon Walling, MD, Pa Profit Sharing Plan-3$216,058--
VERNON WALLING, MD, PA, PENSION PLAN-3$179,852$25,992$8,664iApproximate average salary by contribution assumption: employee only about $216,600 at 4% or $144,400 at 6%; with 50% employer match about $144,400 at 4% or $96,267 at 6%; with 100% employer match about $108,300 at 4% or $72,200 at 6%.
199913$207,379$1,600$533iApproximate average salary by contribution assumption: employee only about $13,333 at 4% or $8,889 at 6%; with 50% employer match about $8,889 at 4% or $5,926 at 6%; with 100% employer match about $6,667 at 4% or $4,444 at 6%.
Vernon Walling, MD, Pa Profit Sharing Plan-3$207,379$1,600$533iApproximate average salary by contribution assumption: employee only about $13,333 at 4% or $8,889 at 6%; with 50% employer match about $8,889 at 4% or $5,926 at 6%; with 100% employer match about $6,667 at 4% or $4,444 at 6%.