Civic Intelligence

Suulivan Wertz Mcdade & Wallace, Apc

Plan context: Sullivan Wertz Mcdade & Wallace, Apc 401K Savings Plan

EIN 95-3509262 • LA Jolla, CA • 19 filings • 7 plans

7514 Girard Avenue, Suite 1-228LA Jolla, CA 92037
Current Snapshot

Latest Year

2011

2011 Participants

39

2011 Assets

$5,348,767

2011 Contributions

$562,788

Historical Graphs

Total Assets Over Time

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

$5,379,392$2,689,696$0199920042010YearValue
$5,348,767Latest year 2010

Participants Over Time

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

41210199920052010YearValue
39Latest year 2010

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
201110$0$0-
Sullivan Wertz Mcdade & Wallace, Apc 401K Savings Plan-0$0$0-
2010139$5,348,767$562,788$14,430iApproximate average salary by contribution assumption: employee only about $360,762 at 4% or $240,508 at 6%; with 50% employer match about $240,508 at 4% or $160,338 at 6%; with 100% employer match about $180,381 at 4% or $120,254 at 6%.
Sullivan Wertz Mcdade & Wallace, Apc 401K Savings Plan-39$5,348,767$562,788$14,430iApproximate average salary by contribution assumption: employee only about $360,762 at 4% or $240,508 at 6%; with 50% employer match about $240,508 at 4% or $160,338 at 6%; with 100% employer match about $180,381 at 4% or $120,254 at 6%.
2009141$4,439,297$230,802$5,629iApproximate average salary by contribution assumption: employee only about $140,733 at 4% or $93,822 at 6%; with 50% employer match about $93,822 at 4% or $62,548 at 6%; with 100% employer match about $70,366 at 4% or $46,911 at 6%.
Sullivan Wertz Mcdade & Wallace, Apc 401K Savings Plan-41$4,439,297$230,802$5,629iApproximate average salary by contribution assumption: employee only about $140,733 at 4% or $93,822 at 6%; with 50% employer match about $93,822 at 4% or $62,548 at 6%; with 100% employer match about $70,366 at 4% or $46,911 at 6%.
2008128$4,254,911$373,257$13,331iApproximate average salary by contribution assumption: employee only about $333,265 at 4% or $222,177 at 6%; with 50% employer match about $222,177 at 4% or $148,118 at 6%; with 100% employer match about $166,633 at 4% or $111,088 at 6%.
Sullivan Wertz Mcdade & Wallace, Apc 401K Savings Plan-28$4,254,911$373,257$13,331iApproximate average salary by contribution assumption: employee only about $333,265 at 4% or $222,177 at 6%; with 50% employer match about $222,177 at 4% or $148,118 at 6%; with 100% employer match about $166,633 at 4% or $111,088 at 6%.
2007126$0$0-
Sullivan Wertz Mcdade & Wallace, Apc 401K Savings Plan-26---
2006130$5,379,392$366,946$12,232iApproximate average salary by contribution assumption: employee only about $305,788 at 4% or $203,859 at 6%; with 50% employer match about $203,859 at 4% or $135,906 at 6%; with 100% employer match about $152,894 at 4% or $101,929 at 6%.
Sullivan Wertz Mcdade & Wallace, Apc 401K Savings Plan-30$5,379,392$366,946$12,232iApproximate average salary by contribution assumption: employee only about $305,788 at 4% or $203,859 at 6%; with 50% employer match about $203,859 at 4% or $135,906 at 6%; with 100% employer match about $152,894 at 4% or $101,929 at 6%.
2005129$4,698,652$419,645$14,471iApproximate average salary by contribution assumption: employee only about $361,763 at 4% or $241,175 at 6%; with 50% employer match about $241,175 at 4% or $160,784 at 6%; with 100% employer match about $180,881 at 4% or $120,588 at 6%.
Sullivan Wertz Mcdade & Wallace, Apc 401K Savings Plan-29$4,698,652$419,645$14,471iApproximate average salary by contribution assumption: employee only about $361,763 at 4% or $241,175 at 6%; with 50% employer match about $241,175 at 4% or $160,784 at 6%; with 100% employer match about $180,881 at 4% or $120,588 at 6%.
2004232$4,568,950$237,311$7,416iApproximate average salary by contribution assumption: employee only about $185,399 at 4% or $123,599 at 6%; with 50% employer match about $123,599 at 4% or $82,400 at 6%; with 100% employer match about $92,700 at 4% or $61,800 at 6%.
Sullivan Wertz Mcdade & Wallace, Apc 401K Savings Plan-32$4,568,950$237,311$7,416iApproximate average salary by contribution assumption: employee only about $185,399 at 4% or $123,599 at 6%; with 50% employer match about $123,599 at 4% or $82,400 at 6%; with 100% employer match about $92,700 at 4% or $61,800 at 6%.
Sullivan Wertz Mcdade & Wallace, Apc Profit Sharing Plan-0---
2003229$3,968,968$672,318$23,183iApproximate average salary by contribution assumption: employee only about $579,584 at 4% or $386,390 at 6%; with 50% employer match about $386,390 at 4% or $257,593 at 6%; with 100% employer match about $289,792 at 4% or $193,195 at 6%.
Sullivan Wertz Mcdade & Wallace, Apc 401K Savings Plan-29$2,295,397$376,392$12,979iApproximate average salary by contribution assumption: employee only about $324,476 at 4% or $216,317 at 6%; with 50% employer match about $216,317 at 4% or $144,211 at 6%; with 100% employer match about $162,238 at 4% or $108,159 at 6%.
Sullivan Wertz Mcdade & Wallace, Apc Profit Sharing Plan-29$1,673,571$295,926$10,204iApproximate average salary by contribution assumption: employee only about $255,109 at 4% or $170,072 at 6%; with 50% employer match about $170,072 at 4% or $113,382 at 6%; with 100% employer match about $127,554 at 4% or $85,036 at 6%.
2002229$1,699,218$235,376$8,116iApproximate average salary by contribution assumption: employee only about $202,910 at 4% or $135,274 at 6%; with 50% employer match about $135,274 at 4% or $90,182 at 6%; with 100% employer match about $101,455 at 4% or $67,637 at 6%.
Sullivan Wertz Mcdade & Wallace, Apc 401K Savings Plan-29$1,699,218$235,376$8,116iApproximate average salary by contribution assumption: employee only about $202,910 at 4% or $135,274 at 6%; with 50% employer match about $135,274 at 4% or $90,182 at 6%; with 100% employer match about $101,455 at 4% or $67,637 at 6%.
Sullivan Wertz Mcdade & Wallace, Apc Profit Sharing Plan-29---
2001236$1,090,676$226,556$6,293iApproximate average salary by contribution assumption: employee only about $157,331 at 4% or $104,887 at 6%; with 50% employer match about $104,887 at 4% or $69,925 at 6%; with 100% employer match about $78,665 at 4% or $52,444 at 6%.
Sullivan Wertz Mcdade & Wallace, Apc Profit Sharing Plan-30$1,090,676$226,556$7,552iApproximate average salary by contribution assumption: employee only about $188,797 at 4% or $125,864 at 6%; with 50% employer match about $125,864 at 4% or $83,910 at 6%; with 100% employer match about $94,398 at 4% or $62,932 at 6%.
Sullivan Wertz Mcdade & Wallace, Apc 401K Savings Plan-36---
2000226$3,173,241$446,316$17,166iApproximate average salary by contribution assumption: employee only about $429,150 at 4% or $286,100 at 6%; with 50% employer match about $286,100 at 4% or $190,733 at 6%; with 100% employer match about $214,575 at 4% or $143,050 at 6%.
Sullivan Wertz Mcdade & Wallace, Apc 401K Savings Plan-26$2,111,521$237,424$9,132iApproximate average salary by contribution assumption: employee only about $228,292 at 4% or $152,195 at 6%; with 50% employer match about $152,195 at 4% or $101,463 at 6%; with 100% employer match about $114,146 at 4% or $76,097 at 6%.
Sullivan Wertz Mcdade & Wallace, Apc Profit Sharing Plan-24$1,061,720$208,892$8,704iApproximate average salary by contribution assumption: employee only about $217,596 at 4% or $145,064 at 6%; with 50% employer match about $145,064 at 4% or $96,709 at 6%; with 100% employer match about $108,798 at 4% or $72,532 at 6%.
1999224$3,380,384$337,171$14,049iApproximate average salary by contribution assumption: employee only about $351,220 at 4% or $234,147 at 6%; with 50% employer match about $234,147 at 4% or $156,098 at 6%; with 100% employer match about $175,610 at 4% or $117,073 at 6%.
Sullivan Wertz Mcdade & Wallace, Apc 401K Savings Plan-24$2,318,480$155,363$6,473iApproximate average salary by contribution assumption: employee only about $161,836 at 4% or $107,891 at 6%; with 50% employer match about $107,891 at 4% or $71,927 at 6%; with 100% employer match about $80,918 at 4% or $53,945 at 6%.
Sullivan Wertz Mcdade & Wallace, Apc Profit Sharing Plan-24$1,061,904$181,808$7,575iApproximate average salary by contribution assumption: employee only about $189,383 at 4% or $126,256 at 6%; with 50% employer match about $126,256 at 4% or $84,170 at 6%; with 100% employer match about $94,692 at 4% or $63,128 at 6%.