Walpole & Co. LLP
Plan context: Walpole & Co. LLP 401(K) Plan
EIN 77-0384152 • Goleta, CA • 11 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
45
2024 Assets
$497,093
2024 Contributions
$13,380
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 | 0 | $497,093 | $13,380 | - |
| Walpole & Co. LLP 401(K) Plan | - | 0 | $497,093 | $13,380 | - |
| 2023 | 1 | 45 | $5,401,122 | $753,945 | $16,754iApproximate average salary by contribution assumption: employee only about $418,858 at 4% or $279,239 at 6%; with 50% employer match about $279,239 at 4% or $186,159 at 6%; with 100% employer match about $209,429 at 4% or $139,619 at 6%. |
| Walpole & Co. LLP 401(K) Plan | - | 45 | $5,401,122 | $753,945 | $16,754iApproximate average salary by contribution assumption: employee only about $418,858 at 4% or $279,239 at 6%; with 50% employer match about $279,239 at 4% or $186,159 at 6%; with 100% employer match about $209,429 at 4% or $139,619 at 6%. |
| 2022 | 1 | 58 | $4,270,046 | $835,454 | $14,404iApproximate average salary by contribution assumption: employee only about $360,109 at 4% or $240,073 at 6%; with 50% employer match about $240,073 at 4% or $160,049 at 6%; with 100% employer match about $180,055 at 4% or $120,036 at 6%. |
| Walpole & Co. LLP 401(K) Plan | - | 58 | $4,270,046 | $835,454 | $14,404iApproximate average salary by contribution assumption: employee only about $360,109 at 4% or $240,073 at 6%; with 50% employer match about $240,073 at 4% or $160,049 at 6%; with 100% employer match about $180,055 at 4% or $120,036 at 6%. |
| 2021 | 1 | 52 | $4,430,716 | $664,601 | $12,781iApproximate average salary by contribution assumption: employee only about $319,520 at 4% or $213,013 at 6%; with 50% employer match about $213,013 at 4% or $142,009 at 6%; with 100% employer match about $159,760 at 4% or $106,507 at 6%. |
| Walpole & Co. LLP 401(K) Plan | - | 52 | $4,430,716 | $664,601 | $12,781iApproximate average salary by contribution assumption: employee only about $319,520 at 4% or $213,013 at 6%; with 50% employer match about $213,013 at 4% or $142,009 at 6%; with 100% employer match about $159,760 at 4% or $106,507 at 6%. |
| 2020 | 1 | 49 | $3,250,266 | $729,733 | $14,893iApproximate average salary by contribution assumption: employee only about $372,313 at 4% or $248,209 at 6%; with 50% employer match about $248,209 at 4% or $165,472 at 6%; with 100% employer match about $186,156 at 4% or $124,104 at 6%. |
| Walpole & Co. LLP 401(K) Plan | - | 49 | $3,250,266 | $729,733 | $14,893iApproximate average salary by contribution assumption: employee only about $372,313 at 4% or $248,209 at 6%; with 50% employer match about $248,209 at 4% or $165,472 at 6%; with 100% employer match about $186,156 at 4% or $124,104 at 6%. |
| 2019 | 1 | 49 | $2,294,186 | $606,022 | $12,368iApproximate average salary by contribution assumption: employee only about $309,195 at 4% or $206,130 at 6%; with 50% employer match about $206,130 at 4% or $137,420 at 6%; with 100% employer match about $154,597 at 4% or $103,065 at 6%. |
| Walpole & Co. LLP 401(K) Plan | - | 49 | $2,294,186 | $606,022 | $12,368iApproximate average salary by contribution assumption: employee only about $309,195 at 4% or $206,130 at 6%; with 50% employer match about $206,130 at 4% or $137,420 at 6%; with 100% employer match about $154,597 at 4% or $103,065 at 6%. |
| 2018 | 1 | 48 | $1,443,601 | $1,550,913 | $32,311iApproximate average salary by contribution assumption: employee only about $807,767 at 4% or $538,511 at 6%; with 50% employer match about $538,511 at 4% or $359,008 at 6%; with 100% employer match about $403,884 at 4% or $269,256 at 6%. |
| Walpole & Co. LLP 401(K) Plan | - | 48 | $1,443,601 | $1,550,913 | $32,311iApproximate average salary by contribution assumption: employee only about $807,767 at 4% or $538,511 at 6%; with 50% employer match about $538,511 at 4% or $359,008 at 6%; with 100% employer match about $403,884 at 4% or $269,256 at 6%. |
| 2008 | 1 | 0 | $0 | $11,946 | - |
| Walpole & Co Advantageplus Health Plan | - | 0 | - | $11,946 | - |
| 2007 | 1 | 21 | $3,654 | $13,492 | $642iApproximate average salary by contribution assumption: employee only about $16,062 at 4% or $10,708 at 6%; with 50% employer match about $10,708 at 4% or $7,139 at 6%; with 100% employer match about $8,031 at 4% or $5,354 at 6%. |
| Walpole & Co Advantageplus Health Plan | - | 21 | $3,654 | $13,492 | $642iApproximate average salary by contribution assumption: employee only about $16,062 at 4% or $10,708 at 6%; with 50% employer match about $10,708 at 4% or $7,139 at 6%; with 100% employer match about $8,031 at 4% or $5,354 at 6%. |
| 2006 | 1 | 21 | $3,395 | $6,779 | $323iApproximate average salary by contribution assumption: employee only about $8,070 at 4% or $5,380 at 6%; with 50% employer match about $5,380 at 4% or $3,587 at 6%; with 100% employer match about $4,035 at 4% or $2,690 at 6%. |
| Walpole & Co Advantageplus Health Plan | - | 21 | $3,395 | $6,779 | $323iApproximate average salary by contribution assumption: employee only about $8,070 at 4% or $5,380 at 6%; with 50% employer match about $5,380 at 4% or $3,587 at 6%; with 100% employer match about $4,035 at 4% or $2,690 at 6%. |
| 2001 | 1 | 0 | $0 | $0 | - |
| Walpole & Co Advantageplus Health Plan | - | 0 | - | - | - |