Civic Intelligence

Norm Wallace Agency Inc.

Plan context: Norm Wallace Agency Inc Profit Sharing Plan

EIN 91-0720427 • Burlington, WA • 25 filings • 3 plans

P O Box 405Burlington, WA 98233
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$5,407,081

2024 Contributions

$74,161

Historical Graphs

Total Assets Over Time

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

$9,104,156$4,552,078$0200020142024YearValue
$5,407,081Latest year 2024

Participants Over Time

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

1050200020132024YearValue
6Latest 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
202416$5,407,081$74,161$12,360iApproximate average salary by contribution assumption: employee only about $309,004 at 4% or $206,003 at 6%; with 50% employer match about $206,003 at 4% or $137,335 at 6%; with 100% employer match about $154,502 at 4% or $103,001 at 6%.
Norm Wallace Agency Inc Profit Sharing Plan-6$5,407,081$74,161$12,360iApproximate average salary by contribution assumption: employee only about $309,004 at 4% or $206,003 at 6%; with 50% employer match about $206,003 at 4% or $137,335 at 6%; with 100% employer match about $154,502 at 4% or $103,001 at 6%.
202315$4,849,710$59,720$11,944iApproximate average salary by contribution assumption: employee only about $298,600 at 4% or $199,067 at 6%; with 50% employer match about $199,067 at 4% or $132,711 at 6%; with 100% employer match about $149,300 at 4% or $99,533 at 6%.
Norm Wallace Agency Inc Profit Sharing Plan-5$4,849,710$59,720$11,944iApproximate average salary by contribution assumption: employee only about $298,600 at 4% or $199,067 at 6%; with 50% employer match about $199,067 at 4% or $132,711 at 6%; with 100% employer match about $149,300 at 4% or $99,533 at 6%.
202215$3,867,004$59,660$11,932iApproximate average salary by contribution assumption: employee only about $298,300 at 4% or $198,867 at 6%; with 50% employer match about $198,867 at 4% or $132,578 at 6%; with 100% employer match about $149,150 at 4% or $99,433 at 6%.
Norm Wallace Agency Inc Profit Sharing Plan-5$3,867,004$59,660$11,932iApproximate average salary by contribution assumption: employee only about $298,300 at 4% or $198,867 at 6%; with 50% employer match about $198,867 at 4% or $132,578 at 6%; with 100% employer match about $149,150 at 4% or $99,433 at 6%.
202116$3,884,384$64,874$10,812iApproximate average salary by contribution assumption: employee only about $270,308 at 4% or $180,206 at 6%; with 50% employer match about $180,206 at 4% or $120,137 at 6%; with 100% employer match about $135,154 at 4% or $90,103 at 6%.
Norm Wallace Agency Inc Profit Sharing Plan-6$3,884,384$64,874$10,812iApproximate average salary by contribution assumption: employee only about $270,308 at 4% or $180,206 at 6%; with 50% employer match about $180,206 at 4% or $120,137 at 6%; with 100% employer match about $135,154 at 4% or $90,103 at 6%.
202015$3,859,680$54,770$10,954iApproximate average salary by contribution assumption: employee only about $273,850 at 4% or $182,567 at 6%; with 50% employer match about $182,567 at 4% or $121,711 at 6%; with 100% employer match about $136,925 at 4% or $91,283 at 6%.
Norm Wallace Agency Inc Profit Sharing Plan-5$3,859,680$54,770$10,954iApproximate average salary by contribution assumption: employee only about $273,850 at 4% or $182,567 at 6%; with 50% employer match about $182,567 at 4% or $121,711 at 6%; with 100% employer match about $136,925 at 4% or $91,283 at 6%.
201916$3,809,436$118,262$19,710iApproximate average salary by contribution assumption: employee only about $492,758 at 4% or $328,506 at 6%; with 50% employer match about $328,506 at 4% or $219,004 at 6%; with 100% employer match about $246,379 at 4% or $164,253 at 6%.
Norm Wallace Agency Inc Profit Sharing Plan-6$3,809,436$118,262$19,710iApproximate average salary by contribution assumption: employee only about $492,758 at 4% or $328,506 at 6%; with 50% employer match about $328,506 at 4% or $219,004 at 6%; with 100% employer match about $246,379 at 4% or $164,253 at 6%.
201817$0$0-
Norm Wallace Agency Inc Profit Sharing Plan-7---
201719$9,104,156$124,727$13,859iApproximate average salary by contribution assumption: employee only about $346,464 at 4% or $230,976 at 6%; with 50% employer match about $230,976 at 4% or $153,984 at 6%; with 100% employer match about $173,232 at 4% or $115,488 at 6%.
Norm Wallace Agency Inc Profit Sharing Plan-9$9,104,156$124,727$13,859iApproximate average salary by contribution assumption: employee only about $346,464 at 4% or $230,976 at 6%; with 50% employer match about $230,976 at 4% or $153,984 at 6%; with 100% employer match about $173,232 at 4% or $115,488 at 6%.
201617$8,048,764$127,619$18,231iApproximate average salary by contribution assumption: employee only about $455,782 at 4% or $303,855 at 6%; with 50% employer match about $303,855 at 4% or $202,570 at 6%; with 100% employer match about $227,891 at 4% or $151,927 at 6%.
Norm Wallace Agency Inc Profit Sharing Plan-7$8,048,764$127,619$18,231iApproximate average salary by contribution assumption: employee only about $455,782 at 4% or $303,855 at 6%; with 50% employer match about $303,855 at 4% or $202,570 at 6%; with 100% employer match about $227,891 at 4% or $151,927 at 6%.
201518$7,146,917$141,438$17,680iApproximate average salary by contribution assumption: employee only about $441,994 at 4% or $294,663 at 6%; with 50% employer match about $294,663 at 4% or $196,442 at 6%; with 100% employer match about $220,997 at 4% or $147,331 at 6%.
Norm Wallace Agency Inc Profit Sharing Plan-8$7,146,917$141,438$17,680iApproximate average salary by contribution assumption: employee only about $441,994 at 4% or $294,663 at 6%; with 50% employer match about $294,663 at 4% or $196,442 at 6%; with 100% employer match about $220,997 at 4% or $147,331 at 6%.
201418$6,939,565$139,838$17,480iApproximate average salary by contribution assumption: employee only about $436,994 at 4% or $291,329 at 6%; with 50% employer match about $291,329 at 4% or $194,219 at 6%; with 100% employer match about $218,497 at 4% or $145,665 at 6%.
Norm Wallace Agency Inc Profit Sharing Plan-8$6,939,565$139,838$17,480iApproximate average salary by contribution assumption: employee only about $436,994 at 4% or $291,329 at 6%; with 50% employer match about $291,329 at 4% or $194,219 at 6%; with 100% employer match about $218,497 at 4% or $145,665 at 6%.
201319$0$0-
Norm Wallace Agency Inc Profit Sharing Plan-9---
2012110$5,997,644$131,925$13,193iApproximate average salary by contribution assumption: employee only about $329,813 at 4% or $219,875 at 6%; with 50% employer match about $219,875 at 4% or $146,583 at 6%; with 100% employer match about $164,906 at 4% or $109,938 at 6%.
Norm Wallace Agency Inc Profit Sharing Plan-10$5,997,644$131,925$13,193iApproximate average salary by contribution assumption: employee only about $329,813 at 4% or $219,875 at 6%; with 50% employer match about $219,875 at 4% or $146,583 at 6%; with 100% employer match about $164,906 at 4% or $109,938 at 6%.
2011110$5,454,445$126,297$12,630iApproximate average salary by contribution assumption: employee only about $315,743 at 4% or $210,495 at 6%; with 50% employer match about $210,495 at 4% or $140,330 at 6%; with 100% employer match about $157,871 at 4% or $105,248 at 6%.
Norm Wallace Agency Inc Profit Sharing Plan-10$5,454,445$126,297$12,630iApproximate average salary by contribution assumption: employee only about $315,743 at 4% or $210,495 at 6%; with 50% employer match about $210,495 at 4% or $140,330 at 6%; with 100% employer match about $157,871 at 4% or $105,248 at 6%.
2010110$5,233,974$142,639$14,264iApproximate average salary by contribution assumption: employee only about $356,598 at 4% or $237,732 at 6%; with 50% employer match about $237,732 at 4% or $158,488 at 6%; with 100% employer match about $178,299 at 4% or $118,866 at 6%.
Norm Wallace Agency Inc Profit Sharing Plan-10$5,233,974$142,639$14,264iApproximate average salary by contribution assumption: employee only about $356,598 at 4% or $237,732 at 6%; with 50% employer match about $237,732 at 4% or $158,488 at 6%; with 100% employer match about $178,299 at 4% or $118,866 at 6%.
200919$4,498,911$146,784$16,309iApproximate average salary by contribution assumption: employee only about $407,733 at 4% or $271,822 at 6%; with 50% employer match about $271,822 at 4% or $181,215 at 6%; with 100% employer match about $203,867 at 4% or $135,911 at 6%.
Norm Wallace Agency Inc Profit Sharing Plan-9$4,498,911$146,784$16,309iApproximate average salary by contribution assumption: employee only about $407,733 at 4% or $271,822 at 6%; with 50% employer match about $271,822 at 4% or $181,215 at 6%; with 100% employer match about $203,867 at 4% or $135,911 at 6%.
200818$0$0-
Norm Wallace Agency Inc Profit Sharing Plan-8---
2007110$0$0-
Norm Wallace Agency Inc Profit Sharing Plan-10---
200619$6,176,217$118,455$13,162iApproximate average salary by contribution assumption: employee only about $329,042 at 4% or $219,361 at 6%; with 50% employer match about $219,361 at 4% or $146,241 at 6%; with 100% employer match about $164,521 at 4% or $109,681 at 6%.
Norm Wallace Agency Inc Profit Sharing Plan-9$6,176,217$118,455$13,162iApproximate average salary by contribution assumption: employee only about $329,042 at 4% or $219,361 at 6%; with 50% employer match about $219,361 at 4% or $146,241 at 6%; with 100% employer match about $164,521 at 4% or $109,681 at 6%.
200510$5,225,950$133,006-
Norm Wallace Agency Inc Profit Sharing Plan-0$5,225,950$133,006-
200419$4,756,967$125,691$13,966iApproximate average salary by contribution assumption: employee only about $349,142 at 4% or $232,761 at 6%; with 50% employer match about $232,761 at 4% or $155,174 at 6%; with 100% employer match about $174,571 at 4% or $116,381 at 6%.
Norm Wallace Agency Inc Profit Sharing Plan-9$4,756,967$125,691$13,966iApproximate average salary by contribution assumption: employee only about $349,142 at 4% or $232,761 at 6%; with 50% employer match about $232,761 at 4% or $155,174 at 6%; with 100% employer match about $174,571 at 4% or $116,381 at 6%.
200319$4,417,895$120,373$13,375iApproximate average salary by contribution assumption: employee only about $334,369 at 4% or $222,913 at 6%; with 50% employer match about $222,913 at 4% or $148,609 at 6%; with 100% employer match about $167,185 at 4% or $111,456 at 6%.
Norm Wallace Agency Inc Profit Sharing Plan-9$4,417,895$120,373$13,375iApproximate average salary by contribution assumption: employee only about $334,369 at 4% or $222,913 at 6%; with 50% employer match about $222,913 at 4% or $148,609 at 6%; with 100% employer match about $167,185 at 4% or $111,456 at 6%.
200219$3,920,017$121,319$13,480iApproximate average salary by contribution assumption: employee only about $336,997 at 4% or $224,665 at 6%; with 50% employer match about $224,665 at 4% or $149,777 at 6%; with 100% employer match about $168,499 at 4% or $112,332 at 6%.
Norm Wallace Agency Inc Profit Sharing Plan-9$3,920,017$121,319$13,480iApproximate average salary by contribution assumption: employee only about $336,997 at 4% or $224,665 at 6%; with 50% employer match about $224,665 at 4% or $149,777 at 6%; with 100% employer match about $168,499 at 4% or $112,332 at 6%.
200119$0$0-
Norm Wallace Agency Inc Profit Sharing Plan-9---
2000110$4,030,149$107,487$10,749iApproximate average salary by contribution assumption: employee only about $268,718 at 4% or $179,145 at 6%; with 50% employer match about $179,145 at 4% or $119,430 at 6%; with 100% employer match about $134,359 at 4% or $89,573 at 6%.
Norm Wallace Agency Inc Profit Sharing Plan-10$4,030,149$107,487$10,749iApproximate average salary by contribution assumption: employee only about $268,718 at 4% or $179,145 at 6%; with 50% employer match about $179,145 at 4% or $119,430 at 6%; with 100% employer match about $134,359 at 4% or $89,573 at 6%.