Civic Intelligence

Waller Investments Co.

Plan context: Waller Investments Co. Retirement Plan

EIN 82-0649954 • 9 filings • 1 plans

Current Snapshot

Latest Year

2025

2025 Participants

41

2025 Assets

$1,591,777

2025 Contributions

$75,447

Historical Graphs

Total Assets Over Time

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

$1,591,777$795,889$0201720212024YearValue
$1,591,777Latest year 2024

Participants Over Time

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

41210201720212024YearValue
41Latest 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
202510$0$75,447-
Waller Investments Co. Retirement Plan-0-$75,447-
2024141$1,591,777$83,771$2,043iApproximate average salary by contribution assumption: employee only about $51,080 at 4% or $34,053 at 6%; with 50% employer match about $34,053 at 4% or $22,702 at 6%; with 100% employer match about $25,540 at 4% or $17,027 at 6%.
Waller Investments Co. Retirement Plan-41$1,591,777$83,771$2,043iApproximate average salary by contribution assumption: employee only about $51,080 at 4% or $34,053 at 6%; with 50% employer match about $34,053 at 4% or $22,702 at 6%; with 100% employer match about $25,540 at 4% or $17,027 at 6%.
2023128$1,059,693$75,059$2,681iApproximate average salary by contribution assumption: employee only about $67,017 at 4% or $44,678 at 6%; with 50% employer match about $44,678 at 4% or $29,785 at 6%; with 100% employer match about $33,508 at 4% or $22,339 at 6%.
Waller Investments Co. Retirement Plan-28$1,059,693$75,059$2,681iApproximate average salary by contribution assumption: employee only about $67,017 at 4% or $44,678 at 6%; with 50% employer match about $44,678 at 4% or $29,785 at 6%; with 100% employer match about $33,508 at 4% or $22,339 at 6%.
2022116$908,904$75,741$4,734iApproximate average salary by contribution assumption: employee only about $118,345 at 4% or $78,897 at 6%; with 50% employer match about $78,897 at 4% or $52,598 at 6%; with 100% employer match about $59,173 at 4% or $39,448 at 6%.
Waller Investments Co. Retirement Plan-16$908,904$75,741$4,734iApproximate average salary by contribution assumption: employee only about $118,345 at 4% or $78,897 at 6%; with 50% employer match about $78,897 at 4% or $52,598 at 6%; with 100% employer match about $59,173 at 4% or $39,448 at 6%.
2021120$440,176$40,104$2,005iApproximate average salary by contribution assumption: employee only about $50,130 at 4% or $33,420 at 6%; with 50% employer match about $33,420 at 4% or $22,280 at 6%; with 100% employer match about $25,065 at 4% or $16,710 at 6%.
Waller Investments Co. Retirement Plan-20$440,176$40,104$2,005iApproximate average salary by contribution assumption: employee only about $50,130 at 4% or $33,420 at 6%; with 50% employer match about $33,420 at 4% or $22,280 at 6%; with 100% employer match about $25,065 at 4% or $16,710 at 6%.
202012$375,046$0-
Waller Investments Co. Retirement Plan-2$375,046--
201912$300,046$0-
Waller Investments Co. Retirement Plan-2$300,046--
201812$250,045$97,883$48,942iApproximate average salary by contribution assumption: employee only about $1,223,538 at 4% or $815,692 at 6%; with 50% employer match about $815,692 at 4% or $543,794 at 6%; with 100% employer match about $611,769 at 4% or $407,846 at 6%.
Waller Investments Co. Retirement Plan-2$250,045$97,883$48,942iApproximate average salary by contribution assumption: employee only about $1,223,538 at 4% or $815,692 at 6%; with 50% employer match about $815,692 at 4% or $543,794 at 6%; with 100% employer match about $611,769 at 4% or $407,846 at 6%.
201712$150,000$152,073$76,037iApproximate average salary by contribution assumption: employee only about $1,900,913 at 4% or $1,267,275 at 6%; with 50% employer match about $1,267,275 at 4% or $844,850 at 6%; with 100% employer match about $950,456 at 4% or $633,638 at 6%.
Waller Investments Co. Retirement Plan-2$150,000$152,073$76,037iApproximate average salary by contribution assumption: employee only about $1,900,913 at 4% or $1,267,275 at 6%; with 50% employer match about $1,267,275 at 4% or $844,850 at 6%; with 100% employer match about $950,456 at 4% or $633,638 at 6%.