Jay K. Wallick, Cfp
Plan context: Jay K. Wallick, Cfp 401(K) Profit Sharing Plan
EIN 84-1696663 • Prescott, AZ • 8 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$15,939,512
2024 Contributions
$116,250
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 | 3 | $15,939,512 | $116,250 | $38,750iApproximate average salary by contribution assumption: employee only about $968,750 at 4% or $645,833 at 6%; with 50% employer match about $645,833 at 4% or $430,556 at 6%; with 100% employer match about $484,375 at 4% or $322,917 at 6%. |
| Jay K. Wallick, Cfp 401(K) Profit Sharing Plan | - | 3 | $15,939,512 | $116,250 | $38,750iApproximate average salary by contribution assumption: employee only about $968,750 at 4% or $645,833 at 6%; with 50% employer match about $645,833 at 4% or $430,556 at 6%; with 100% employer match about $484,375 at 4% or $322,917 at 6%. |
| 2023 | 1 | 3 | $12,793,677 | $175,859 | $58,620iApproximate average salary by contribution assumption: employee only about $1,465,492 at 4% or $976,994 at 6%; with 50% employer match about $976,994 at 4% or $651,330 at 6%; with 100% employer match about $732,746 at 4% or $488,497 at 6%. |
| Jay K. Wallick, Cfp 401(K) Profit Sharing Plan | - | 3 | $12,793,677 | $175,859 | $58,620iApproximate average salary by contribution assumption: employee only about $1,465,492 at 4% or $976,994 at 6%; with 50% employer match about $976,994 at 4% or $651,330 at 6%; with 100% employer match about $732,746 at 4% or $488,497 at 6%. |
| 2022 | 1 | 3 | $9,557,527 | $112,484 | $37,495iApproximate average salary by contribution assumption: employee only about $937,367 at 4% or $624,911 at 6%; with 50% employer match about $624,911 at 4% or $416,607 at 6%; with 100% employer match about $468,683 at 4% or $312,456 at 6%. |
| Jay K. Wallick, Cfp 401(K) Profit Sharing Plan | - | 3 | $9,557,527 | $112,484 | $37,495iApproximate average salary by contribution assumption: employee only about $937,367 at 4% or $624,911 at 6%; with 50% employer match about $624,911 at 4% or $416,607 at 6%; with 100% employer match about $468,683 at 4% or $312,456 at 6%. |
| 2021 | 1 | 3 | $12,816,399 | $107,854 | $35,951iApproximate average salary by contribution assumption: employee only about $898,783 at 4% or $599,189 at 6%; with 50% employer match about $599,189 at 4% or $399,459 at 6%; with 100% employer match about $449,392 at 4% or $299,594 at 6%. |
| Jay K. Wallick, Cfp 401(K) Profit Sharing Plan | - | 3 | $12,816,399 | $107,854 | $35,951iApproximate average salary by contribution assumption: employee only about $898,783 at 4% or $599,189 at 6%; with 50% employer match about $599,189 at 4% or $399,459 at 6%; with 100% employer match about $449,392 at 4% or $299,594 at 6%. |
| 2020 | 1 | 3 | $10,251,047 | $106,871 | $35,624iApproximate average salary by contribution assumption: employee only about $890,592 at 4% or $593,728 at 6%; with 50% employer match about $593,728 at 4% or $395,819 at 6%; with 100% employer match about $445,296 at 4% or $296,864 at 6%. |
| Jay K. Wallick, Cfp 401(K) Profit Sharing Plan | - | 3 | $10,251,047 | $106,871 | $35,624iApproximate average salary by contribution assumption: employee only about $890,592 at 4% or $593,728 at 6%; with 50% employer match about $593,728 at 4% or $395,819 at 6%; with 100% employer match about $445,296 at 4% or $296,864 at 6%. |
| 2019 | 1 | 3 | $7,746,324 | $100,519 | $33,506iApproximate average salary by contribution assumption: employee only about $837,658 at 4% or $558,439 at 6%; with 50% employer match about $558,439 at 4% or $372,293 at 6%; with 100% employer match about $418,829 at 4% or $279,219 at 6%. |
| Jay K. Wallick, Cfp 401(K) Profit Sharing Plan | - | 3 | $7,746,324 | $100,519 | $33,506iApproximate average salary by contribution assumption: employee only about $837,658 at 4% or $558,439 at 6%; with 50% employer match about $558,439 at 4% or $372,293 at 6%; with 100% employer match about $418,829 at 4% or $279,219 at 6%. |
| 2018 | 1 | 3 | $5,767,290 | $71,787 | $23,929iApproximate average salary by contribution assumption: employee only about $598,225 at 4% or $398,817 at 6%; with 50% employer match about $398,817 at 4% or $265,878 at 6%; with 100% employer match about $299,113 at 4% or $199,408 at 6%. |
| Jay K. Wallick, Cfp 401(K) Profit Sharing Plan | - | 3 | $5,767,290 | $71,787 | $23,929iApproximate average salary by contribution assumption: employee only about $598,225 at 4% or $398,817 at 6%; with 50% employer match about $398,817 at 4% or $265,878 at 6%; with 100% employer match about $299,113 at 4% or $199,408 at 6%. |
| 2017 | 1 | 3 | $5,977,632 | $5,407,224 | $1,802,408iApproximate average salary by contribution assumption: employee only about $45,060,200 at 4% or $30,040,133 at 6%; with 50% employer match about $30,040,133 at 4% or $20,026,756 at 6%; with 100% employer match about $22,530,100 at 4% or $15,020,067 at 6%. |
| Jay K. Wallick, Cfp 401(K) Profit Sharing Plan | - | 3 | $5,977,632 | $5,407,224 | $1,802,408iApproximate average salary by contribution assumption: employee only about $45,060,200 at 4% or $30,040,133 at 6%; with 50% employer match about $30,040,133 at 4% or $20,026,756 at 6%; with 100% employer match about $22,530,100 at 4% or $15,020,067 at 6%. |