Wallis State Bank
Plan context: Wallis State Bank 401K Retirement Plan
EIN 76-0339153 • Houston, TX • 31 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
196
2024 Assets
$14,952,251
2024 Contributions
$1,797,214
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 | 196 | $14,952,251 | $1,797,214 | $9,169iApproximate average salary by contribution assumption: employee only about $229,236 at 4% or $152,824 at 6%; with 50% employer match about $152,824 at 4% or $101,883 at 6%; with 100% employer match about $114,618 at 4% or $76,412 at 6%. |
| Wallis State Bank 401K Retirement Plan | - | 196 | $14,952,251 | $1,797,214 | $9,169iApproximate average salary by contribution assumption: employee only about $229,236 at 4% or $152,824 at 6%; with 50% employer match about $152,824 at 4% or $101,883 at 6%; with 100% employer match about $114,618 at 4% or $76,412 at 6%. |
| 2023 | 1 | 169 | $12,321,526 | $1,503,770 | $8,898iApproximate average salary by contribution assumption: employee only about $222,451 at 4% or $148,301 at 6%; with 50% employer match about $148,301 at 4% or $98,867 at 6%; with 100% employer match about $111,226 at 4% or $74,150 at 6%. |
| Wallis State Bank 401K Retirement Plan | - | 169 | $12,321,526 | $1,503,770 | $8,898iApproximate average salary by contribution assumption: employee only about $222,451 at 4% or $148,301 at 6%; with 50% employer match about $148,301 at 4% or $98,867 at 6%; with 100% employer match about $111,226 at 4% or $74,150 at 6%. |
| 2022 | 1 | 142 | $9,905,712 | $1,319,944 | $9,295iApproximate average salary by contribution assumption: employee only about $232,385 at 4% or $154,923 at 6%; with 50% employer match about $154,923 at 4% or $103,282 at 6%; with 100% employer match about $116,192 at 4% or $77,462 at 6%. |
| Wallis State Bank 401K Retirement Plan | - | 142 | $9,905,712 | $1,319,944 | $9,295iApproximate average salary by contribution assumption: employee only about $232,385 at 4% or $154,923 at 6%; with 50% employer match about $154,923 at 4% or $103,282 at 6%; with 100% employer match about $116,192 at 4% or $77,462 at 6%. |
| 2021 | 1 | 136 | $10,857,629 | $1,341,474 | $9,864iApproximate average salary by contribution assumption: employee only about $246,594 at 4% or $164,396 at 6%; with 50% employer match about $164,396 at 4% or $109,598 at 6%; with 100% employer match about $123,297 at 4% or $82,198 at 6%. |
| Wallis State Bank 401K Retirement Plan | - | 136 | $10,857,629 | $1,341,474 | $9,864iApproximate average salary by contribution assumption: employee only about $246,594 at 4% or $164,396 at 6%; with 50% employer match about $164,396 at 4% or $109,598 at 6%; with 100% employer match about $123,297 at 4% or $82,198 at 6%. |
| 2020 | 1 | 147 | $9,287,698 | $1,320,980 | $8,986iApproximate average salary by contribution assumption: employee only about $224,656 at 4% or $149,771 at 6%; with 50% employer match about $149,771 at 4% or $99,847 at 6%; with 100% employer match about $112,328 at 4% or $74,885 at 6%. |
| Wallis State Bank 401K Retirement Plan | - | 147 | $9,287,698 | $1,320,980 | $8,986iApproximate average salary by contribution assumption: employee only about $224,656 at 4% or $149,771 at 6%; with 50% employer match about $149,771 at 4% or $99,847 at 6%; with 100% employer match about $112,328 at 4% or $74,885 at 6%. |
| 2019 | 1 | 114 | $7,228,312 | $990,678 | $8,690iApproximate average salary by contribution assumption: employee only about $217,254 at 4% or $144,836 at 6%; with 50% employer match about $144,836 at 4% or $96,557 at 6%; with 100% employer match about $108,627 at 4% or $72,418 at 6%. |
| Wallis State Bank 401K Retirement Plan | - | 114 | $7,228,312 | $990,678 | $8,690iApproximate average salary by contribution assumption: employee only about $217,254 at 4% or $144,836 at 6%; with 50% employer match about $144,836 at 4% or $96,557 at 6%; with 100% employer match about $108,627 at 4% or $72,418 at 6%. |
| 2018 | 1 | 116 | $5,667,058 | $933,115 | $8,044iApproximate average salary by contribution assumption: employee only about $201,102 at 4% or $134,068 at 6%; with 50% employer match about $134,068 at 4% or $89,379 at 6%; with 100% employer match about $100,551 at 4% or $67,034 at 6%. |
| Wallis State Bank 401K Retirement Plan | - | 116 | $5,667,058 | $933,115 | $8,044iApproximate average salary by contribution assumption: employee only about $201,102 at 4% or $134,068 at 6%; with 50% employer match about $134,068 at 4% or $89,379 at 6%; with 100% employer match about $100,551 at 4% or $67,034 at 6%. |
| 2017 | 1 | 95 | $5,840,828 | $868,629 | $9,143iApproximate average salary by contribution assumption: employee only about $228,587 at 4% or $152,391 at 6%; with 50% employer match about $152,391 at 4% or $101,594 at 6%; with 100% employer match about $114,293 at 4% or $76,196 at 6%. |
| Wallis State Bank 401K Retirement Plan | - | 95 | $5,840,828 | $868,629 | $9,143iApproximate average salary by contribution assumption: employee only about $228,587 at 4% or $152,391 at 6%; with 50% employer match about $152,391 at 4% or $101,594 at 6%; with 100% employer match about $114,293 at 4% or $76,196 at 6%. |
| 2016 | 2 | 132 | $5,390,284 | $711,037 | $5,387iApproximate average salary by contribution assumption: employee only about $134,666 at 4% or $89,777 at 6%; with 50% employer match about $89,777 at 4% or $59,852 at 6%; with 100% employer match about $67,333 at 4% or $44,889 at 6%. |
| Wallis State Bank 401K Retirement Plan | - | 85 | $5,390,284 | $711,037 | $8,365iApproximate average salary by contribution assumption: employee only about $209,129 at 4% or $139,419 at 6%; with 50% employer match about $139,419 at 4% or $92,946 at 6%; with 100% employer match about $104,564 at 4% or $69,710 at 6%. |
| Wallis State Bank Employee Health Benefit Plan | - | 132 | - | - | - |
| 2015 | 2 | 111 | $4,670,182 | $646,136 | $5,821iApproximate average salary by contribution assumption: employee only about $145,526 at 4% or $97,017 at 6%; with 50% employer match about $97,017 at 4% or $64,678 at 6%; with 100% employer match about $72,763 at 4% or $48,509 at 6%. |
| Wallis State Bank 401K Retirement Plan | - | 82 | $4,670,182 | $646,136 | $7,880iApproximate average salary by contribution assumption: employee only about $196,993 at 4% or $131,328 at 6%; with 50% employer match about $131,328 at 4% or $87,552 at 6%; with 100% employer match about $98,496 at 4% or $65,664 at 6%. |
| Wallis State Bank Employee Health Benefit Plan | - | 111 | - | - | - |
| 2014 | 2 | 110 | $5,035,790 | $515,508 | $4,686iApproximate average salary by contribution assumption: employee only about $117,161 at 4% or $78,107 at 6%; with 50% employer match about $78,107 at 4% or $52,072 at 6%; with 100% employer match about $58,580 at 4% or $39,054 at 6%. |
| Wallis State Bank 401K Retirement Plan | - | 75 | $5,035,790 | $515,508 | $6,873iApproximate average salary by contribution assumption: employee only about $171,836 at 4% or $114,557 at 6%; with 50% employer match about $114,557 at 4% or $76,372 at 6%; with 100% employer match about $85,918 at 4% or $57,279 at 6%. |
| Wallis State Bank Employee Health Benefit Plan | - | 110 | - | - | - |
| 2013 | 2 | 114 | $5,004,121 | $538,831 | $4,727iApproximate average salary by contribution assumption: employee only about $118,165 at 4% or $78,776 at 6%; with 50% employer match about $78,776 at 4% or $52,518 at 6%; with 100% employer match about $59,082 at 4% or $39,388 at 6%. |
| Wallis State Bank 401K Retirement Plan | - | 80 | $5,004,121 | $538,831 | $6,735iApproximate average salary by contribution assumption: employee only about $168,385 at 4% or $112,256 at 6%; with 50% employer match about $112,256 at 4% or $74,838 at 6%; with 100% employer match about $84,192 at 4% or $56,128 at 6%. |
| Wallis State Bank Employee Health Benefit Plan | - | 114 | - | - | - |
| 2012 | 2 | 107 | $4,006,552 | $454,454 | $4,247iApproximate average salary by contribution assumption: employee only about $106,181 at 4% or $70,787 at 6%; with 50% employer match about $70,787 at 4% or $47,191 at 6%; with 100% employer match about $53,090 at 4% or $35,394 at 6%. |
| Wallis State Bank 401K Retirement Plan | - | 72 | $4,006,552 | $454,454 | $6,312iApproximate average salary by contribution assumption: employee only about $157,797 at 4% or $105,198 at 6%; with 50% employer match about $105,198 at 4% or $70,132 at 6%; with 100% employer match about $78,898 at 4% or $52,599 at 6%. |
| Wallis State Bank Employee Health Benefit Plan | - | 107 | - | - | - |
| 2011 | 1 | 70 | $4,050,040 | $431,217 | $6,160iApproximate average salary by contribution assumption: employee only about $154,006 at 4% or $102,671 at 6%; with 50% employer match about $102,671 at 4% or $68,447 at 6%; with 100% employer match about $77,003 at 4% or $51,335 at 6%. |
| Wallis State Bank 401K Retirement Plan | - | 70 | $4,050,040 | $431,217 | $6,160iApproximate average salary by contribution assumption: employee only about $154,006 at 4% or $102,671 at 6%; with 50% employer match about $102,671 at 4% or $68,447 at 6%; with 100% employer match about $77,003 at 4% or $51,335 at 6%. |
| 2010 | 1 | 82 | $4,047,106 | $420,171 | $5,124iApproximate average salary by contribution assumption: employee only about $128,101 at 4% or $85,401 at 6%; with 50% employer match about $85,401 at 4% or $56,934 at 6%; with 100% employer match about $64,050 at 4% or $42,700 at 6%. |
| Wallis State Bank 401K Retirement Plan | - | 82 | $4,047,106 | $420,171 | $5,124iApproximate average salary by contribution assumption: employee only about $128,101 at 4% or $85,401 at 6%; with 50% employer match about $85,401 at 4% or $56,934 at 6%; with 100% employer match about $64,050 at 4% or $42,700 at 6%. |
| 2009 | 1 | 86 | $3,375,506 | $700,226 | $8,142iApproximate average salary by contribution assumption: employee only about $203,554 at 4% or $135,703 at 6%; with 50% employer match about $135,703 at 4% or $90,468 at 6%; with 100% employer match about $101,777 at 4% or $67,851 at 6%. |
| Wallis State Bank 401K Retirement Plan | - | 86 | $3,375,506 | $700,226 | $8,142iApproximate average salary by contribution assumption: employee only about $203,554 at 4% or $135,703 at 6%; with 50% employer match about $135,703 at 4% or $90,468 at 6%; with 100% employer match about $101,777 at 4% or $67,851 at 6%. |
| 2008 | 1 | 73 | $2,274,365 | $524,375 | $7,183iApproximate average salary by contribution assumption: employee only about $179,580 at 4% or $119,720 at 6%; with 50% employer match about $119,720 at 4% or $79,814 at 6%; with 100% employer match about $89,790 at 4% or $59,860 at 6%. |
| Wallis State Bank 401K Retirement Plan | - | 73 | $2,274,365 | $524,375 | $7,183iApproximate average salary by contribution assumption: employee only about $179,580 at 4% or $119,720 at 6%; with 50% employer match about $119,720 at 4% or $79,814 at 6%; with 100% employer match about $89,790 at 4% or $59,860 at 6%. |
| 2007 | 1 | 64 | $2,558,638 | $385,976 | $6,031iApproximate average salary by contribution assumption: employee only about $150,772 at 4% or $100,515 at 6%; with 50% employer match about $100,515 at 4% or $67,010 at 6%; with 100% employer match about $75,386 at 4% or $50,257 at 6%. |
| Wallis State Bank 401K Retirement Plan | - | 64 | $2,558,638 | $385,976 | $6,031iApproximate average salary by contribution assumption: employee only about $150,772 at 4% or $100,515 at 6%; with 50% employer match about $100,515 at 4% or $67,010 at 6%; with 100% employer match about $75,386 at 4% or $50,257 at 6%. |
| 2006 | 1 | 59 | $2,133,653 | $284,444 | $4,821iApproximate average salary by contribution assumption: employee only about $120,527 at 4% or $80,351 at 6%; with 50% employer match about $80,351 at 4% or $53,568 at 6%; with 100% employer match about $60,264 at 4% or $40,176 at 6%. |
| Wallis State Bank 401K Retirement Plan | - | 59 | $2,133,653 | $284,444 | $4,821iApproximate average salary by contribution assumption: employee only about $120,527 at 4% or $80,351 at 6%; with 50% employer match about $80,351 at 4% or $53,568 at 6%; with 100% employer match about $60,264 at 4% or $40,176 at 6%. |
| 2005 | 1 | 61 | $2,520,515 | $419,716 | $6,881iApproximate average salary by contribution assumption: employee only about $172,015 at 4% or $114,677 at 6%; with 50% employer match about $114,677 at 4% or $76,451 at 6%; with 100% employer match about $86,007 at 4% or $57,338 at 6%. |
| Wallis State Bank 401K Retirement Plan | - | 61 | $2,520,515 | $419,716 | $6,881iApproximate average salary by contribution assumption: employee only about $172,015 at 4% or $114,677 at 6%; with 50% employer match about $114,677 at 4% or $76,451 at 6%; with 100% employer match about $86,007 at 4% or $57,338 at 6%. |
| 2004 | 1 | 67 | $1,877,800 | $357,553 | $5,337iApproximate average salary by contribution assumption: employee only about $133,415 at 4% or $88,944 at 6%; with 50% employer match about $88,944 at 4% or $59,296 at 6%; with 100% employer match about $66,708 at 4% or $44,472 at 6%. |
| Wallis State Bank 401K Retirement Plan | - | 67 | $1,877,800 | $357,553 | $5,337iApproximate average salary by contribution assumption: employee only about $133,415 at 4% or $88,944 at 6%; with 50% employer match about $88,944 at 4% or $59,296 at 6%; with 100% employer match about $66,708 at 4% or $44,472 at 6%. |
| 2003 | 1 | 59 | $1,431,723 | $346,433 | $5,872iApproximate average salary by contribution assumption: employee only about $146,794 at 4% or $97,862 at 6%; with 50% employer match about $97,862 at 4% or $65,242 at 6%; with 100% employer match about $73,397 at 4% or $48,931 at 6%. |
| Wallis State Bank 401K Retirement Plan | - | 59 | $1,431,723 | $346,433 | $5,872iApproximate average salary by contribution assumption: employee only about $146,794 at 4% or $97,862 at 6%; with 50% employer match about $97,862 at 4% or $65,242 at 6%; with 100% employer match about $73,397 at 4% or $48,931 at 6%. |
| 2002 | 1 | 58 | $895,938 | $263,411 | $4,542iApproximate average salary by contribution assumption: employee only about $113,539 at 4% or $75,693 at 6%; with 50% employer match about $75,693 at 4% or $50,462 at 6%; with 100% employer match about $56,770 at 4% or $37,846 at 6%. |
| Wallis State Bank 401K Retirement Plan | - | 58 | $895,938 | $263,411 | $4,542iApproximate average salary by contribution assumption: employee only about $113,539 at 4% or $75,693 at 6%; with 50% employer match about $75,693 at 4% or $50,462 at 6%; with 100% employer match about $56,770 at 4% or $37,846 at 6%. |
| 2001 | 1 | 68 | $0 | $0 | - |
| Wallis State Bank 401K Retirement Plan | - | 68 | - | - | - |
| 2000 | 1 | 75 | $0 | $0 | - |
| Wallis State Bank 401K Retirement Plan | - | 75 | - | - | - |
| 1999 | 1 | 66 | $760,855 | $223,015 | $3,379iApproximate average salary by contribution assumption: employee only about $84,475 at 4% or $56,317 at 6%; with 50% employer match about $56,317 at 4% or $37,545 at 6%; with 100% employer match about $42,238 at 4% or $28,158 at 6%. |
| Wallis State Bank 401K Retirement Plan | - | 66 | $760,855 | $223,015 | $3,379iApproximate average salary by contribution assumption: employee only about $84,475 at 4% or $56,317 at 6%; with 50% employer match about $56,317 at 4% or $37,545 at 6%; with 100% employer match about $42,238 at 4% or $28,158 at 6%. |