Civic Intelligence

J. Walling & Associates

Plan context: J Walling & Associates 401K Plan & Trust

EIN 91-1399390 • 9 filings • 3 plans

Current Snapshot

Latest Year

2008

2008 Participants

9

2008 Assets

$278,211

2008 Contributions

$36,745

Historical Graphs

Total Assets Over Time

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

$309,449$154,725$0200020042007YearValue
$278,211Latest year 2007

Participants Over Time

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

1370200020042007YearValue
9Latest year 2007

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
200810$0$0-
J Walling & Associates 401K Plan & Trust-0---
200719$278,211$36,745$4,083iApproximate average salary by contribution assumption: employee only about $102,069 at 4% or $68,046 at 6%; with 50% employer match about $68,046 at 4% or $45,364 at 6%; with 100% employer match about $51,035 at 4% or $34,023 at 6%.
J Walling & Associates 401K Plan & Trust-9$278,211$36,745$4,083iApproximate average salary by contribution assumption: employee only about $102,069 at 4% or $68,046 at 6%; with 50% employer match about $68,046 at 4% or $45,364 at 6%; with 100% employer match about $51,035 at 4% or $34,023 at 6%.
200618$216,784$26,057$3,257iApproximate average salary by contribution assumption: employee only about $81,428 at 4% or $54,285 at 6%; with 50% employer match about $54,285 at 4% or $36,190 at 6%; with 100% employer match about $40,714 at 4% or $27,143 at 6%.
J Walling & Associates 401K Plan & Trust-8$216,784$26,057$3,257iApproximate average salary by contribution assumption: employee only about $81,428 at 4% or $54,285 at 6%; with 50% employer match about $54,285 at 4% or $36,190 at 6%; with 100% employer match about $40,714 at 4% or $27,143 at 6%.
200519$182,195$17,467$1,941iApproximate average salary by contribution assumption: employee only about $48,519 at 4% or $32,346 at 6%; with 50% employer match about $32,346 at 4% or $21,564 at 6%; with 100% employer match about $24,260 at 4% or $16,173 at 6%.
J Walling & Associates 401K Plan & Trust-9$182,195$17,467$1,941iApproximate average salary by contribution assumption: employee only about $48,519 at 4% or $32,346 at 6%; with 50% employer match about $32,346 at 4% or $21,564 at 6%; with 100% employer match about $24,260 at 4% or $16,173 at 6%.
200417$228,432$23,426$3,347iApproximate average salary by contribution assumption: employee only about $83,664 at 4% or $55,776 at 6%; with 50% employer match about $55,776 at 4% or $37,184 at 6%; with 100% employer match about $41,832 at 4% or $27,888 at 6%.
J Walling & Associates 401K Plan & Trust-7$228,432$23,426$3,347iApproximate average salary by contribution assumption: employee only about $83,664 at 4% or $55,776 at 6%; with 50% employer match about $55,776 at 4% or $37,184 at 6%; with 100% employer match about $41,832 at 4% or $27,888 at 6%.
2003113$309,449$41,154$3,166iApproximate average salary by contribution assumption: employee only about $79,142 at 4% or $52,762 at 6%; with 50% employer match about $52,762 at 4% or $35,174 at 6%; with 100% employer match about $39,571 at 4% or $26,381 at 6%.
J Walling & Associates 401K Plan & Trust-13$309,449$41,154$3,166iApproximate average salary by contribution assumption: employee only about $79,142 at 4% or $52,762 at 6%; with 50% employer match about $52,762 at 4% or $35,174 at 6%; with 100% employer match about $39,571 at 4% or $26,381 at 6%.
2002111$228,221$44,478$4,043iApproximate average salary by contribution assumption: employee only about $101,086 at 4% or $67,391 at 6%; with 50% employer match about $67,391 at 4% or $44,927 at 6%; with 100% employer match about $50,543 at 4% or $33,695 at 6%.
J Walling & Associates 401K Plan & Trust-11$228,221$44,478$4,043iApproximate average salary by contribution assumption: employee only about $101,086 at 4% or $67,391 at 6%; with 50% employer match about $67,391 at 4% or $44,927 at 6%; with 100% employer match about $50,543 at 4% or $33,695 at 6%.
2001113$0$0-
J Walling & Associates 401K Plan & Trust-13---
2000110$248,548$42,011$4,201iApproximate average salary by contribution assumption: employee only about $105,028 at 4% or $70,018 at 6%; with 50% employer match about $70,018 at 4% or $46,679 at 6%; with 100% employer match about $52,514 at 4% or $35,009 at 6%.
J Walling & Associates 401K Plan & Trust-10$248,548$42,011$4,201iApproximate average salary by contribution assumption: employee only about $105,028 at 4% or $70,018 at 6%; with 50% employer match about $70,018 at 4% or $46,679 at 6%; with 100% employer match about $52,514 at 4% or $35,009 at 6%.