Civic Intelligence

The Wallace Medical Concern

Plan context: Wallace Medical Concern 401(K) Profit Sharing Plan and Trust

EIN 93-0853709 • Portland, OR • 14 filings • 2 plans

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18633 SE Stark St., Ste. 401Portland, OR 97233
Current Snapshot

Latest Year

2024

2024 Participants

118

2024 Assets

$3,628,883

2024 Contributions

$671,483

Historical Graphs

Total Assets Over Time

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

$3,628,883$1,814,442$0201120182024YearValue
$3,628,883Latest year 2024

Participants Over Time

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

118590201120182024YearValue
118Latest 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
20241118$3,628,883$671,483$5,691iApproximate average salary by contribution assumption: employee only about $142,263 at 4% or $94,842 at 6%; with 50% employer match about $94,842 at 4% or $63,228 at 6%; with 100% employer match about $71,132 at 4% or $47,421 at 6%.
Wallace Medical Concern 401(K) Profit Sharing Plan and Trust-118$3,628,883$671,483$5,691iApproximate average salary by contribution assumption: employee only about $142,263 at 4% or $94,842 at 6%; with 50% employer match about $94,842 at 4% or $63,228 at 6%; with 100% employer match about $71,132 at 4% or $47,421 at 6%.
20231106$2,668,340$561,460$5,297iApproximate average salary by contribution assumption: employee only about $132,420 at 4% or $88,280 at 6%; with 50% employer match about $88,280 at 4% or $58,853 at 6%; with 100% employer match about $66,210 at 4% or $44,140 at 6%.
Wallace Medical Concern 401(K) Profit Sharing Plan and Trust-106$2,668,340$561,460$5,297iApproximate average salary by contribution assumption: employee only about $132,420 at 4% or $88,280 at 6%; with 50% employer match about $88,280 at 4% or $58,853 at 6%; with 100% employer match about $66,210 at 4% or $44,140 at 6%.
20221100$2,046,808$569,791$5,698iApproximate average salary by contribution assumption: employee only about $142,448 at 4% or $94,965 at 6%; with 50% employer match about $94,965 at 4% or $63,310 at 6%; with 100% employer match about $71,224 at 4% or $47,483 at 6%.
Wallace Medical Concern 401(K) Profit Sharing Plan and Trust-100$2,046,808$569,791$5,698iApproximate average salary by contribution assumption: employee only about $142,448 at 4% or $94,965 at 6%; with 50% employer match about $94,965 at 4% or $63,310 at 6%; with 100% employer match about $71,224 at 4% or $47,483 at 6%.
2021184$1,894,675$391,494$4,661iApproximate average salary by contribution assumption: employee only about $116,516 at 4% or $77,677 at 6%; with 50% employer match about $77,677 at 4% or $51,785 at 6%; with 100% employer match about $58,258 at 4% or $38,839 at 6%.
Wallace Medical Concern 401(K) Profit Sharing Plan and Trust-84$1,894,675$391,494$4,661iApproximate average salary by contribution assumption: employee only about $116,516 at 4% or $77,677 at 6%; with 50% employer match about $77,677 at 4% or $51,785 at 6%; with 100% employer match about $58,258 at 4% or $38,839 at 6%.
2020173$1,479,667$340,626$4,666iApproximate average salary by contribution assumption: employee only about $116,653 at 4% or $77,768 at 6%; with 50% employer match about $77,768 at 4% or $51,846 at 6%; with 100% employer match about $58,326 at 4% or $38,884 at 6%.
Wallace Medical Concern 401(K) Profit Sharing Plan and Trust-73$1,479,667$340,626$4,666iApproximate average salary by contribution assumption: employee only about $116,653 at 4% or $77,768 at 6%; with 50% employer match about $77,768 at 4% or $51,846 at 6%; with 100% employer match about $58,326 at 4% or $38,884 at 6%.
2019170$1,108,182$292,461$4,178iApproximate average salary by contribution assumption: employee only about $104,450 at 4% or $69,634 at 6%; with 50% employer match about $69,634 at 4% or $46,422 at 6%; with 100% employer match about $52,225 at 4% or $34,817 at 6%.
Wallace Medical Concern 401(K) Profit Sharing Plan and Trust-70$1,108,182$292,461$4,178iApproximate average salary by contribution assumption: employee only about $104,450 at 4% or $69,634 at 6%; with 50% employer match about $69,634 at 4% or $46,422 at 6%; with 100% employer match about $52,225 at 4% or $34,817 at 6%.
20181100$762,341$233,608$2,336iApproximate average salary by contribution assumption: employee only about $58,402 at 4% or $38,935 at 6%; with 50% employer match about $38,935 at 4% or $25,956 at 6%; with 100% employer match about $29,201 at 4% or $19,467 at 6%.
Wallace Medical Concern 401(K) Profit Sharing Plan and Trust-100$762,341$233,608$2,336iApproximate average salary by contribution assumption: employee only about $58,402 at 4% or $38,935 at 6%; with 50% employer match about $38,935 at 4% or $25,956 at 6%; with 100% employer match about $29,201 at 4% or $19,467 at 6%.
2017190$801,204$214,608$2,385iApproximate average salary by contribution assumption: employee only about $59,613 at 4% or $39,742 at 6%; with 50% employer match about $39,742 at 4% or $26,495 at 6%; with 100% employer match about $29,807 at 4% or $19,871 at 6%.
Wallace Medical Concern 401(K) Profit Sharing Plan and Trust-90$801,204$214,608$2,385iApproximate average salary by contribution assumption: employee only about $59,613 at 4% or $39,742 at 6%; with 50% employer match about $39,742 at 4% or $26,495 at 6%; with 100% employer match about $29,807 at 4% or $19,871 at 6%.
2016181$483,707$157,132$1,940iApproximate average salary by contribution assumption: employee only about $48,498 at 4% or $32,332 at 6%; with 50% employer match about $32,332 at 4% or $21,554 at 6%; with 100% employer match about $24,249 at 4% or $16,166 at 6%.
Wallace Medical Concern 401(K) Profit Sharing Plan and Trust-81$483,707$157,132$1,940iApproximate average salary by contribution assumption: employee only about $48,498 at 4% or $32,332 at 6%; with 50% employer match about $32,332 at 4% or $21,554 at 6%; with 100% employer match about $24,249 at 4% or $16,166 at 6%.
2015152$315,908$122,147$2,349iApproximate average salary by contribution assumption: employee only about $58,725 at 4% or $39,150 at 6%; with 50% employer match about $39,150 at 4% or $26,100 at 6%; with 100% employer match about $29,362 at 4% or $19,575 at 6%.
Wallace Medical Concern 401(K) Profit Sharing Plan and Trust-52$315,908$122,147$2,349iApproximate average salary by contribution assumption: employee only about $58,725 at 4% or $39,150 at 6%; with 50% employer match about $39,150 at 4% or $26,100 at 6%; with 100% employer match about $29,362 at 4% or $19,575 at 6%.
2014143$206,854$127,772$2,971iApproximate average salary by contribution assumption: employee only about $74,286 at 4% or $49,524 at 6%; with 50% employer match about $49,524 at 4% or $33,016 at 6%; with 100% employer match about $37,143 at 4% or $24,762 at 6%.
Wallace Medical Concern 401(K) Profit Sharing Plan and Trust-43$206,854$127,772$2,971iApproximate average salary by contribution assumption: employee only about $74,286 at 4% or $49,524 at 6%; with 50% employer match about $49,524 at 4% or $33,016 at 6%; with 100% employer match about $37,143 at 4% or $24,762 at 6%.
2013127$91,016$64,714$2,397iApproximate average salary by contribution assumption: employee only about $59,920 at 4% or $39,947 at 6%; with 50% employer match about $39,947 at 4% or $26,631 at 6%; with 100% employer match about $29,960 at 4% or $19,973 at 6%.
Wallace Medical Concern 401(K) Profit Sharing Plan and Trust-27$91,016$64,714$2,397iApproximate average salary by contribution assumption: employee only about $59,920 at 4% or $39,947 at 6%; with 50% employer match about $39,947 at 4% or $26,631 at 6%; with 100% employer match about $29,960 at 4% or $19,973 at 6%.
2012122$31,038$26,210$1,191iApproximate average salary by contribution assumption: employee only about $29,784 at 4% or $19,856 at 6%; with 50% employer match about $19,856 at 4% or $13,237 at 6%; with 100% employer match about $14,892 at 4% or $9,928 at 6%.
Wallace Medical Concern 401(K) Profit Sharing Plan and Trust-22$31,038$26,210$1,191iApproximate average salary by contribution assumption: employee only about $29,784 at 4% or $19,856 at 6%; with 50% employer match about $19,856 at 4% or $13,237 at 6%; with 100% employer match about $14,892 at 4% or $9,928 at 6%.
201119$4,863$5,033$559iApproximate average salary by contribution assumption: employee only about $13,981 at 4% or $9,320 at 6%; with 50% employer match about $9,320 at 4% or $6,214 at 6%; with 100% employer match about $6,990 at 4% or $4,660 at 6%.
Wallace Medical Concern 401(K) Profit Sharing Plan and Trust-9$4,863$5,033$559iApproximate average salary by contribution assumption: employee only about $13,981 at 4% or $9,320 at 6%; with 50% employer match about $9,320 at 4% or $6,214 at 6%; with 100% employer match about $6,990 at 4% or $4,660 at 6%.