Civic Intelligence

Walson & Associates Inc.

Plan context: Walson & Associates Inc. Retirement Plan

EIN 95-2777933 • Sand Springs, OK • 25 filings • 2 plans

1617 Old North PlaceSand Springs, OK 74063
Current Snapshot

Latest Year

2022

2022 Participants

2

2022 Assets

$2,439,921

2022 Contributions

$26,000

Historical Graphs

Total Assets Over Time

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

$2,439,921$1,219,961$0199920112021YearValue
$2,439,921Latest year 2021

Participants Over Time

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

320199920102021YearValue
2Latest year 2021

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
202210$0$0-
Walson & Associates Inc. Retirement Plan-0$0--
202112$2,439,921$26,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.
Walson & Associates Inc. Retirement Plan-2$2,439,921$26,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.
202012$2,160,912$0-
Walson & Associates Inc. Retirement Plan-2$2,160,912$0-
201912$2,030,286$66,000$33,000iApproximate average salary by contribution assumption: employee only about $825,000 at 4% or $550,000 at 6%; with 50% employer match about $550,000 at 4% or $366,667 at 6%; with 100% employer match about $412,500 at 4% or $275,000 at 6%.
Walson & Associates Inc. Retirement Plan-2$2,030,286$66,000$33,000iApproximate average salary by contribution assumption: employee only about $825,000 at 4% or $550,000 at 6%; with 50% employer match about $550,000 at 4% or $366,667 at 6%; with 100% employer match about $412,500 at 4% or $275,000 at 6%.
201812$1,934,150$91,500$45,750iApproximate average salary by contribution assumption: employee only about $1,143,750 at 4% or $762,500 at 6%; with 50% employer match about $762,500 at 4% or $508,333 at 6%; with 100% employer match about $571,875 at 4% or $381,250 at 6%.
Walson & Associates Inc. Retirement Plan-2$1,934,150$91,500$45,750iApproximate average salary by contribution assumption: employee only about $1,143,750 at 4% or $762,500 at 6%; with 50% employer match about $762,500 at 4% or $508,333 at 6%; with 100% employer match about $571,875 at 4% or $381,250 at 6%.
201712$1,835,384$108,000$54,000iApproximate average salary by contribution assumption: employee only about $1,350,000 at 4% or $900,000 at 6%; with 50% employer match about $900,000 at 4% or $600,000 at 6%; with 100% employer match about $675,000 at 4% or $450,000 at 6%.
Walson & Associates Inc. Retirement Plan-2$1,835,384$108,000$54,000iApproximate average salary by contribution assumption: employee only about $1,350,000 at 4% or $900,000 at 6%; with 50% employer match about $900,000 at 4% or $600,000 at 6%; with 100% employer match about $675,000 at 4% or $450,000 at 6%.
201612$1,735,889$106,000$53,000iApproximate average salary by contribution assumption: employee only about $1,325,000 at 4% or $883,333 at 6%; with 50% employer match about $883,333 at 4% or $588,889 at 6%; with 100% employer match about $662,500 at 4% or $441,667 at 6%.
Walson & Associates Inc. Retirement Plan-2$1,735,889$106,000$53,000iApproximate average salary by contribution assumption: employee only about $1,325,000 at 4% or $883,333 at 6%; with 50% employer match about $883,333 at 4% or $588,889 at 6%; with 100% employer match about $662,500 at 4% or $441,667 at 6%.
201512$1,650,516$106,000$53,000iApproximate average salary by contribution assumption: employee only about $1,325,000 at 4% or $883,333 at 6%; with 50% employer match about $883,333 at 4% or $588,889 at 6%; with 100% employer match about $662,500 at 4% or $441,667 at 6%.
Walson & Associates Inc. Retirement Plan-2$1,650,516$106,000$53,000iApproximate average salary by contribution assumption: employee only about $1,325,000 at 4% or $883,333 at 6%; with 50% employer match about $883,333 at 4% or $588,889 at 6%; with 100% employer match about $662,500 at 4% or $441,667 at 6%.
201412$1,586,523$104,000$52,000iApproximate average salary by contribution assumption: employee only about $1,300,000 at 4% or $866,667 at 6%; with 50% employer match about $866,667 at 4% or $577,778 at 6%; with 100% employer match about $650,000 at 4% or $433,333 at 6%.
Walson & Associates Inc. Retirement Plan-2$1,586,523$104,000$52,000iApproximate average salary by contribution assumption: employee only about $1,300,000 at 4% or $866,667 at 6%; with 50% employer match about $866,667 at 4% or $577,778 at 6%; with 100% employer match about $650,000 at 4% or $433,333 at 6%.
201312$1,493,607$102,000$51,000iApproximate average salary by contribution assumption: employee only about $1,275,000 at 4% or $850,000 at 6%; with 50% employer match about $850,000 at 4% or $566,667 at 6%; with 100% employer match about $637,500 at 4% or $425,000 at 6%.
Walson & Associates Inc. Retirement Plan-2$1,493,607$102,000$51,000iApproximate average salary by contribution assumption: employee only about $1,275,000 at 4% or $850,000 at 6%; with 50% employer match about $850,000 at 4% or $566,667 at 6%; with 100% employer match about $637,500 at 4% or $425,000 at 6%.
201212$1,380,946$83,000$41,500iApproximate average salary by contribution assumption: employee only about $1,037,500 at 4% or $691,667 at 6%; with 50% employer match about $691,667 at 4% or $461,111 at 6%; with 100% employer match about $518,750 at 4% or $345,833 at 6%.
Walson & Associates Inc. Retirement Plan-2$1,380,946$83,000$41,500iApproximate average salary by contribution assumption: employee only about $1,037,500 at 4% or $691,667 at 6%; with 50% employer match about $691,667 at 4% or $461,111 at 6%; with 100% employer match about $518,750 at 4% or $345,833 at 6%.
201112$1,262,896$81,500$40,750iApproximate average salary by contribution assumption: employee only about $1,018,750 at 4% or $679,167 at 6%; with 50% employer match about $679,167 at 4% or $452,778 at 6%; with 100% employer match about $509,375 at 4% or $339,583 at 6%.
Walson & Associates Inc. Retirement Plan-2$1,262,896$81,500$40,750iApproximate average salary by contribution assumption: employee only about $1,018,750 at 4% or $679,167 at 6%; with 50% employer match about $679,167 at 4% or $452,778 at 6%; with 100% employer match about $509,375 at 4% or $339,583 at 6%.
201012$1,208,268$98,000$49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%.
Walson & Associates Inc. Retirement Plan-2$1,208,268$98,000$49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%.
200912$1,062,037$98,000$49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%.
Walson & Associates Inc. Retirement Plan-2$1,062,037$98,000$49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%.
200812$878,607$92,000$46,000iApproximate average salary by contribution assumption: employee only about $1,150,000 at 4% or $766,667 at 6%; with 50% employer match about $766,667 at 4% or $511,111 at 6%; with 100% employer match about $575,000 at 4% or $383,333 at 6%.
Walson & Associates Inc. Retirement Plan-2$878,607$92,000$46,000iApproximate average salary by contribution assumption: employee only about $1,150,000 at 4% or $766,667 at 6%; with 50% employer match about $766,667 at 4% or $511,111 at 6%; with 100% employer match about $575,000 at 4% or $383,333 at 6%.
200712$0$0-
Walson & Associates Inc. Retirement Plan-2---
200622$654,978$654,978$327,489iApproximate average salary by contribution assumption: employee only about $8,187,225 at 4% or $5,458,150 at 6%; with 50% employer match about $5,458,150 at 4% or $3,638,767 at 6%; with 100% employer match about $4,093,613 at 4% or $2,729,075 at 6%.
Walson & Associates Inc. Retirement Plan-2$654,978$654,978$327,489iApproximate average salary by contribution assumption: employee only about $8,187,225 at 4% or $5,458,150 at 6%; with 50% employer match about $5,458,150 at 4% or $3,638,767 at 6%; with 100% employer match about $4,093,613 at 4% or $2,729,075 at 6%.
Walson & Associates Inc. Money Purchase Pension Plan-0---
200512$540,371$84,000$42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%.
Walson & Associates Inc. Money Purchase Pension Plan-2$540,371$84,000$42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%.
200412$443,917$44,285$22,143iApproximate average salary by contribution assumption: employee only about $553,563 at 4% or $369,042 at 6%; with 50% employer match about $369,042 at 4% or $246,028 at 6%; with 100% employer match about $276,781 at 4% or $184,521 at 6%.
Walson & Associates Inc. Money Purchase Pension Plan-2$443,917$44,285$22,143iApproximate average salary by contribution assumption: employee only about $553,563 at 4% or $369,042 at 6%; with 50% employer match about $369,042 at 4% or $246,028 at 6%; with 100% employer match about $276,781 at 4% or $184,521 at 6%.
200312$395,574$43,288$21,644iApproximate average salary by contribution assumption: employee only about $541,100 at 4% or $360,733 at 6%; with 50% employer match about $360,733 at 4% or $240,489 at 6%; with 100% employer match about $270,550 at 4% or $180,367 at 6%.
Walson & Associates Inc. Money Purchase Pension Plan-2$395,574$43,288$21,644iApproximate average salary by contribution assumption: employee only about $541,100 at 4% or $360,733 at 6%; with 50% employer match about $360,733 at 4% or $240,489 at 6%; with 100% employer match about $270,550 at 4% or $180,367 at 6%.
200212$348,689$43,291$21,646iApproximate average salary by contribution assumption: employee only about $541,138 at 4% or $360,758 at 6%; with 50% employer match about $360,758 at 4% or $240,506 at 6%; with 100% employer match about $270,569 at 4% or $180,379 at 6%.
Walson & Associates Inc. Money Purchase Pension Plan-2$348,689$43,291$21,646iApproximate average salary by contribution assumption: employee only about $541,138 at 4% or $360,758 at 6%; with 50% employer match about $360,758 at 4% or $240,506 at 6%; with 100% employer match about $270,569 at 4% or $180,379 at 6%.
200113$0$0-
Walson & Associates Inc. Money Purchase Pension Plan-3---
200013$1,085,402$63,386$21,129iApproximate average salary by contribution assumption: employee only about $528,217 at 4% or $352,144 at 6%; with 50% employer match about $352,144 at 4% or $234,763 at 6%; with 100% employer match about $264,108 at 4% or $176,072 at 6%.
Walson & Associates Inc. Money Purchase Pension Plan-3$1,085,402$63,386$21,129iApproximate average salary by contribution assumption: employee only about $528,217 at 4% or $352,144 at 6%; with 50% employer match about $352,144 at 4% or $234,763 at 6%; with 100% employer match about $264,108 at 4% or $176,072 at 6%.
199913$1,103,952$71,836$23,945iApproximate average salary by contribution assumption: employee only about $598,633 at 4% or $399,089 at 6%; with 50% employer match about $399,089 at 4% or $266,059 at 6%; with 100% employer match about $299,317 at 4% or $199,544 at 6%.
Walson & Associates Inc. Money Purchase Pension Plan-3$1,103,952$71,836$23,945iApproximate average salary by contribution assumption: employee only about $598,633 at 4% or $399,089 at 6%; with 50% employer match about $399,089 at 4% or $266,059 at 6%; with 100% employer match about $299,317 at 4% or $199,544 at 6%.