Civic Intelligence

Wallace Insurance Inc.

Plan context: Wallace Insurance Retirement Plan

EIN 92-0082294 • 14 filings • 4 plans

Current Snapshot

Latest Year

2008

2008 Participants

2

2008 Assets

$809,006

2008 Contributions

$50,958

Historical Graphs

Total Assets Over Time

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

$1,640,203$820,102$0199920042006YearValue
$809,006Latest year 2006

Participants Over Time

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

210199920032007YearValue
2Latest 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-
Wallace Insurance Retirement Plan-0---
200712$0$0-
Wallace Insurance Retirement Plan-2---
200612$809,006$50,958$25,479iApproximate average salary by contribution assumption: employee only about $636,975 at 4% or $424,650 at 6%; with 50% employer match about $424,650 at 4% or $283,100 at 6%; with 100% employer match about $318,488 at 4% or $212,325 at 6%.
Wallace Insurance Retirement Plan-2$809,006$50,958$25,479iApproximate average salary by contribution assumption: employee only about $636,975 at 4% or $424,650 at 6%; with 50% employer match about $424,650 at 4% or $283,100 at 6%; with 100% employer match about $318,488 at 4% or $212,325 at 6%.
200512$1,640,203$48,528$24,264iApproximate average salary by contribution assumption: employee only about $606,600 at 4% or $404,400 at 6%; with 50% employer match about $404,400 at 4% or $269,600 at 6%; with 100% employer match about $303,300 at 4% or $202,200 at 6%.
Wallace Insurance Retirement Plan-2$1,640,203$48,528$24,264iApproximate average salary by contribution assumption: employee only about $606,600 at 4% or $404,400 at 6%; with 50% employer match about $404,400 at 4% or $269,600 at 6%; with 100% employer match about $303,300 at 4% or $202,200 at 6%.
200412$1,429,557$47,337$23,669iApproximate average salary by contribution assumption: employee only about $591,713 at 4% or $394,475 at 6%; with 50% employer match about $394,475 at 4% or $262,983 at 6%; with 100% employer match about $295,856 at 4% or $197,238 at 6%.
Wallace Insurance Retirement Plan-2$1,429,557$47,337$23,669iApproximate average salary by contribution assumption: employee only about $591,713 at 4% or $394,475 at 6%; with 50% employer match about $394,475 at 4% or $262,983 at 6%; with 100% employer match about $295,856 at 4% or $197,238 at 6%.
200312$1,189,243$46,000$23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%.
Wallace Insurance Retirement Plan-2$1,189,243$46,000$23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%.
200222$0$0-
Wallace Insurance Retirement Plan-2---
Wallace Insurance Retirement Plan-0---
200122$0$0-
Wallace Insurance Retirement Plan-2---
Wallace Insurance Retirement Plan-2---
200022$0$0-
Wallace Insurance Retirement Plan-2---
Wallace Insurance Retirement Plan-2---
199922$1,223,293$39,026$19,513iApproximate average salary by contribution assumption: employee only about $487,825 at 4% or $325,217 at 6%; with 50% employer match about $325,217 at 4% or $216,811 at 6%; with 100% employer match about $243,913 at 4% or $162,608 at 6%.
Wallace Insurance Retirement Plan-2$734,844$23,415$11,708iApproximate average salary by contribution assumption: employee only about $292,688 at 4% or $195,125 at 6%; with 50% employer match about $195,125 at 4% or $130,083 at 6%; with 100% employer match about $146,344 at 4% or $97,563 at 6%.
Wallace Insurance Retirement Plan-2$488,449$15,611$7,806iApproximate average salary by contribution assumption: employee only about $195,138 at 4% or $130,092 at 6%; with 50% employer match about $130,092 at 4% or $86,728 at 6%; with 100% employer match about $97,569 at 4% or $65,046 at 6%.