Civic Intelligence

Warner Angle Roper & Hallam PC.

Plan context: Warner Angle Hallam Jackson & Formanek, P. C. 401(K) Profit Sharing Plan

EIN 86-0444065 • 26 filings • 4 plans

Current Snapshot

Latest Year

2024

2024 Participants

32

2024 Assets

$13,623,830

2024 Contributions

$787,964

Historical Graphs

Total Assets Over Time

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

$13,632,801$6,816,401$0199920132024YearValue
$13,623,830Latest year 2024

Participants Over Time

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

48240199920122024YearValue
32Latest 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
2024132$13,623,830$787,964$24,624iApproximate average salary by contribution assumption: employee only about $615,597 at 4% or $410,398 at 6%; with 50% employer match about $410,398 at 4% or $273,599 at 6%; with 100% employer match about $307,798 at 4% or $205,199 at 6%.
Warner Angle Hallam Jackson & Formanek, P. C. 401(K) Profit Sharing Plan-32$13,623,830$787,964$24,624iApproximate average salary by contribution assumption: employee only about $615,597 at 4% or $410,398 at 6%; with 50% employer match about $410,398 at 4% or $273,599 at 6%; with 100% employer match about $307,798 at 4% or $205,199 at 6%.
2023132$12,148,595$751,261$23,477iApproximate average salary by contribution assumption: employee only about $586,923 at 4% or $391,282 at 6%; with 50% employer match about $391,282 at 4% or $260,855 at 6%; with 100% employer match about $293,461 at 4% or $195,641 at 6%.
Warner Angle Hallam Jackson & Formanek, P. C. 401(K) Profit Sharing Plan-32$12,148,595$751,261$23,477iApproximate average salary by contribution assumption: employee only about $586,923 at 4% or $391,282 at 6%; with 50% employer match about $391,282 at 4% or $260,855 at 6%; with 100% employer match about $293,461 at 4% or $195,641 at 6%.
2022133$10,178,508$737,532$22,349iApproximate average salary by contribution assumption: employee only about $558,736 at 4% or $372,491 at 6%; with 50% employer match about $372,491 at 4% or $248,327 at 6%; with 100% employer match about $279,368 at 4% or $186,245 at 6%.
Warner Angle Hallam Jackson & Formanek, P. C. 401(K) Profit Sharing Plan-33$10,178,508$737,532$22,349iApproximate average salary by contribution assumption: employee only about $558,736 at 4% or $372,491 at 6%; with 50% employer match about $372,491 at 4% or $248,327 at 6%; with 100% employer match about $279,368 at 4% or $186,245 at 6%.
2021139$13,632,801$978,298$25,085iApproximate average salary by contribution assumption: employee only about $627,114 at 4% or $418,076 at 6%; with 50% employer match about $418,076 at 4% or $278,717 at 6%; with 100% employer match about $313,557 at 4% or $209,038 at 6%.
Warner Angle Hallam Jackson & Formanek, P. C. 401(K) Profit Sharing Plan-39$13,632,801$978,298$25,085iApproximate average salary by contribution assumption: employee only about $627,114 at 4% or $418,076 at 6%; with 50% employer match about $418,076 at 4% or $278,717 at 6%; with 100% employer match about $313,557 at 4% or $209,038 at 6%.
2020129$12,369,441$677,528$23,363iApproximate average salary by contribution assumption: employee only about $584,076 at 4% or $389,384 at 6%; with 50% employer match about $389,384 at 4% or $259,589 at 6%; with 100% employer match about $292,038 at 4% or $194,692 at 6%.
Warner Angle Roper & Hallam PC. 401K Profit Sharing Plan-29$12,369,441$677,528$23,363iApproximate average salary by contribution assumption: employee only about $584,076 at 4% or $389,384 at 6%; with 50% employer match about $389,384 at 4% or $259,589 at 6%; with 100% employer match about $292,038 at 4% or $194,692 at 6%.
2019132$11,221,496$620,116$19,379iApproximate average salary by contribution assumption: employee only about $484,466 at 4% or $322,977 at 6%; with 50% employer match about $322,977 at 4% or $215,318 at 6%; with 100% employer match about $242,233 at 4% or $161,489 at 6%.
Warner Angle Roper & Hallam PC. 401K Profit Sharing Plan-32$11,221,496$620,116$19,379iApproximate average salary by contribution assumption: employee only about $484,466 at 4% or $322,977 at 6%; with 50% employer match about $322,977 at 4% or $215,318 at 6%; with 100% employer match about $242,233 at 4% or $161,489 at 6%.
2018133$9,808,585$586,661$17,778iApproximate average salary by contribution assumption: employee only about $444,440 at 4% or $296,293 at 6%; with 50% employer match about $296,293 at 4% or $197,529 at 6%; with 100% employer match about $222,220 at 4% or $148,147 at 6%.
Warner Angle Roper & Hallam PC. 401K Profit Sharing Plan-33$9,808,585$586,661$17,778iApproximate average salary by contribution assumption: employee only about $444,440 at 4% or $296,293 at 6%; with 50% employer match about $296,293 at 4% or $197,529 at 6%; with 100% employer match about $222,220 at 4% or $148,147 at 6%.
2017132$12,687,216$600,832$18,776iApproximate average salary by contribution assumption: employee only about $469,400 at 4% or $312,933 at 6%; with 50% employer match about $312,933 at 4% or $208,622 at 6%; with 100% employer match about $234,700 at 4% or $156,467 at 6%.
Warner Angle Roper & Hallam PC. 401K Profit Sharing Plan-32$12,687,216$600,832$18,776iApproximate average salary by contribution assumption: employee only about $469,400 at 4% or $312,933 at 6%; with 50% employer match about $312,933 at 4% or $208,622 at 6%; with 100% employer match about $234,700 at 4% or $156,467 at 6%.
2016136$11,202,021$626,747$17,410iApproximate average salary by contribution assumption: employee only about $435,241 at 4% or $290,161 at 6%; with 50% employer match about $290,161 at 4% or $193,440 at 6%; with 100% employer match about $217,620 at 4% or $145,080 at 6%.
Warner Angle Roper & Hallam PC. 401K Profit Sharing Plan-36$11,202,021$626,747$17,410iApproximate average salary by contribution assumption: employee only about $435,241 at 4% or $290,161 at 6%; with 50% employer match about $290,161 at 4% or $193,440 at 6%; with 100% employer match about $217,620 at 4% or $145,080 at 6%.
2015135$10,334,395$644,547$18,416iApproximate average salary by contribution assumption: employee only about $460,391 at 4% or $306,927 at 6%; with 50% employer match about $306,927 at 4% or $204,618 at 6%; with 100% employer match about $230,195 at 4% or $153,464 at 6%.
Warner Angle Roper & Hallam PC. 401K Profit Sharing Plan-35$10,334,395$644,547$18,416iApproximate average salary by contribution assumption: employee only about $460,391 at 4% or $306,927 at 6%; with 50% employer match about $306,927 at 4% or $204,618 at 6%; with 100% employer match about $230,195 at 4% or $153,464 at 6%.
2014137$9,880,026$867,439$23,444iApproximate average salary by contribution assumption: employee only about $586,107 at 4% or $390,738 at 6%; with 50% employer match about $390,738 at 4% or $260,492 at 6%; with 100% employer match about $293,054 at 4% or $195,369 at 6%.
Warner Angle Roper & Hallam PC. 401K Profit Sharing Plan-37$9,880,026$867,439$23,444iApproximate average salary by contribution assumption: employee only about $586,107 at 4% or $390,738 at 6%; with 50% employer match about $390,738 at 4% or $260,492 at 6%; with 100% employer match about $293,054 at 4% or $195,369 at 6%.
2013142$9,715,741$592,713$14,112iApproximate average salary by contribution assumption: employee only about $352,805 at 4% or $235,204 at 6%; with 50% employer match about $235,204 at 4% or $156,802 at 6%; with 100% employer match about $176,403 at 4% or $117,602 at 6%.
Warner Angle Roper & Hallam PC. 401K Profit Sharing Plan-42$9,715,741$592,713$14,112iApproximate average salary by contribution assumption: employee only about $352,805 at 4% or $235,204 at 6%; with 50% employer match about $235,204 at 4% or $156,802 at 6%; with 100% employer match about $176,403 at 4% or $117,602 at 6%.
2012144$10,308,738$649,922$14,771iApproximate average salary by contribution assumption: employee only about $369,274 at 4% or $246,183 at 6%; with 50% employer match about $246,183 at 4% or $164,122 at 6%; with 100% employer match about $184,637 at 4% or $123,091 at 6%.
Warner Angle Roper & Hallam PC. 401K Profit Sharing Plan-44$10,308,738$649,922$14,771iApproximate average salary by contribution assumption: employee only about $369,274 at 4% or $246,183 at 6%; with 50% employer match about $246,183 at 4% or $164,122 at 6%; with 100% employer match about $184,637 at 4% or $123,091 at 6%.
2011145$9,552,249$587,466$13,055iApproximate average salary by contribution assumption: employee only about $326,370 at 4% or $217,580 at 6%; with 50% employer match about $217,580 at 4% or $145,053 at 6%; with 100% employer match about $163,185 at 4% or $108,790 at 6%.
Warner Angle Roper & Hallam PC. 401K Profit Sharing Plan-45$9,552,249$587,466$13,055iApproximate average salary by contribution assumption: employee only about $326,370 at 4% or $217,580 at 6%; with 50% employer match about $217,580 at 4% or $145,053 at 6%; with 100% employer match about $163,185 at 4% or $108,790 at 6%.
2010146$9,762,836$775,482$16,858iApproximate average salary by contribution assumption: employee only about $421,458 at 4% or $280,972 at 6%; with 50% employer match about $280,972 at 4% or $187,314 at 6%; with 100% employer match about $210,729 at 4% or $140,486 at 6%.
Warner Angle Roper & Hallam PC. 401K Profit Sharing Plan-46$9,762,836$775,482$16,858iApproximate average salary by contribution assumption: employee only about $421,458 at 4% or $280,972 at 6%; with 50% employer match about $280,972 at 4% or $187,314 at 6%; with 100% employer match about $210,729 at 4% or $140,486 at 6%.
2009148$8,572,368$449,113$9,357iApproximate average salary by contribution assumption: employee only about $233,913 at 4% or $155,942 at 6%; with 50% employer match about $155,942 at 4% or $103,961 at 6%; with 100% employer match about $116,957 at 4% or $77,971 at 6%.
Warner Angle Roper & Hallam PC. 401K Profit Sharing Plan-48$8,572,368$449,113$9,357iApproximate average salary by contribution assumption: employee only about $233,913 at 4% or $155,942 at 6%; with 50% employer match about $155,942 at 4% or $103,961 at 6%; with 100% employer match about $116,957 at 4% or $77,971 at 6%.
2008147$7,425,728$767,794$16,336iApproximate average salary by contribution assumption: employee only about $408,401 at 4% or $272,267 at 6%; with 50% employer match about $272,267 at 4% or $181,512 at 6%; with 100% employer match about $204,201 at 4% or $136,134 at 6%.
Warner Angle Roper & Hallam PC. 401K Profit Sharing Plan-47$7,425,728$767,794$16,336iApproximate average salary by contribution assumption: employee only about $408,401 at 4% or $272,267 at 6%; with 50% employer match about $272,267 at 4% or $181,512 at 6%; with 100% employer match about $204,201 at 4% or $136,134 at 6%.
2007143$0$0-
Warner Angle Roper & Hallam PC. 401K Profit Sharing Plan-43---
2006140$6,582,708$595,496$14,887iApproximate average salary by contribution assumption: employee only about $372,185 at 4% or $248,123 at 6%; with 50% employer match about $248,123 at 4% or $165,416 at 6%; with 100% employer match about $186,093 at 4% or $124,062 at 6%.
Warner Angle Roper & Hallam PC. 401K Profit Sharing Plan-40$6,582,708$595,496$14,887iApproximate average salary by contribution assumption: employee only about $372,185 at 4% or $248,123 at 6%; with 50% employer match about $248,123 at 4% or $165,416 at 6%; with 100% employer match about $186,093 at 4% or $124,062 at 6%.
2005137$5,867,689$502,823$13,590iApproximate average salary by contribution assumption: employee only about $339,745 at 4% or $226,497 at 6%; with 50% employer match about $226,497 at 4% or $150,998 at 6%; with 100% employer match about $169,873 at 4% or $113,248 at 6%.
Warner Angle Roper & Hallam PC. 401K Profit Sharing Plan-37$5,867,689$502,823$13,590iApproximate average salary by contribution assumption: employee only about $339,745 at 4% or $226,497 at 6%; with 50% employer match about $226,497 at 4% or $150,998 at 6%; with 100% employer match about $169,873 at 4% or $113,248 at 6%.
2004138$5,042,999$70,301$1,850iApproximate average salary by contribution assumption: employee only about $46,251 at 4% or $30,834 at 6%; with 50% employer match about $30,834 at 4% or $20,556 at 6%; with 100% employer match about $23,125 at 4% or $15,417 at 6%.
Warner Angle Roper & Hallam PC. 401K Profit Sharing Plan-38$5,042,999$70,301$1,850iApproximate average salary by contribution assumption: employee only about $46,251 at 4% or $30,834 at 6%; with 50% employer match about $30,834 at 4% or $20,556 at 6%; with 100% employer match about $23,125 at 4% or $15,417 at 6%.
2003135$0$0-
Warner Angle Roper & Hallam PC. 401K Profit Sharing Plan-35---
2002142$3,693,670$484,755$11,542iApproximate average salary by contribution assumption: employee only about $288,545 at 4% or $192,363 at 6%; with 50% employer match about $192,363 at 4% or $128,242 at 6%; with 100% employer match about $144,272 at 4% or $96,182 at 6%.
Warner Angle Roper & Hallam PC. 401K Profit Sharing Plan-42$3,693,670$484,755$11,542iApproximate average salary by contribution assumption: employee only about $288,545 at 4% or $192,363 at 6%; with 50% employer match about $192,363 at 4% or $128,242 at 6%; with 100% employer match about $144,272 at 4% or $96,182 at 6%.
2001143$3,625,059$349,547$8,129iApproximate average salary by contribution assumption: employee only about $203,225 at 4% or $135,483 at 6%; with 50% employer match about $135,483 at 4% or $90,322 at 6%; with 100% employer match about $101,613 at 4% or $67,742 at 6%.
Warner Angle Roper & Hallam PC. 401K Profit Sharing Plan-43$3,625,059$349,547$8,129iApproximate average salary by contribution assumption: employee only about $203,225 at 4% or $135,483 at 6%; with 50% employer match about $135,483 at 4% or $90,322 at 6%; with 100% employer match about $101,613 at 4% or $67,742 at 6%.
2000140$3,738,429$292,558$7,314iApproximate average salary by contribution assumption: employee only about $182,849 at 4% or $121,899 at 6%; with 50% employer match about $121,899 at 4% or $81,266 at 6%; with 100% employer match about $91,424 at 4% or $60,950 at 6%.
Warner Angle Roper & Hallam PC. 401K Profit Sharing Plan-40$3,738,429$292,558$7,314iApproximate average salary by contribution assumption: employee only about $182,849 at 4% or $121,899 at 6%; with 50% employer match about $121,899 at 4% or $81,266 at 6%; with 100% employer match about $91,424 at 4% or $60,950 at 6%.
1999144$3,722,049$1,316,181$29,913iApproximate average salary by contribution assumption: employee only about $747,830 at 4% or $498,553 at 6%; with 50% employer match about $498,553 at 4% or $332,369 at 6%; with 100% employer match about $373,915 at 4% or $249,277 at 6%.
Warner Angle Roper & Hallam PC. 401K Profit Sharing Plan-44$3,722,049$1,316,181$29,913iApproximate average salary by contribution assumption: employee only about $747,830 at 4% or $498,553 at 6%; with 50% employer match about $498,553 at 4% or $332,369 at 6%; with 100% employer match about $373,915 at 4% or $249,277 at 6%.