Civic Intelligence

Mitchell P. Wallis

Plan context: Mitchell P. Wallis Profit Sharing Plan

EIN 95-4403232 • 9 filings • 4 plans

Current Snapshot

Latest Year

2004

2004 Participants

1

2004 Assets

$275,947

2004 Contributions

$50,962

Historical Graphs

Total Assets Over Time

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

$376,972$188,486$0199920032004YearValue
$275,947Latest year 2004

Participants Over Time

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

320199920022004YearValue
1Latest year 2004

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
200411$275,947$0-
Mitchell P. Wallis Profit Sharing Plan-1$275,947--
200311$333,220$0-
Mitchell P. Wallis Profit Sharing Plan-1$333,220--
200213$0$0-
Mitchell P. Wallis Profit Sharing Plan-3---
200122$0$0-
Mitchell P. Wallis Profit Sharing Plan-2---
Mitchell Wallis Co. Inc. Retirement Plan and Trust-0---
200022$376,972$50,962$25,481iApproximate average salary by contribution assumption: employee only about $637,025 at 4% or $424,683 at 6%; with 50% employer match about $424,683 at 4% or $283,122 at 6%; with 100% employer match about $318,513 at 4% or $212,342 at 6%.
Mitchell P. Wallis Profit Sharing Plan-2$243,202$38,828$19,414iApproximate average salary by contribution assumption: employee only about $485,350 at 4% or $323,567 at 6%; with 50% employer match about $323,567 at 4% or $215,711 at 6%; with 100% employer match about $242,675 at 4% or $161,783 at 6%.
Mitchell Wallis Co. Inc. Retirement Plan and Trust-2$133,770$12,134$6,067iApproximate average salary by contribution assumption: employee only about $151,675 at 4% or $101,117 at 6%; with 50% employer match about $101,117 at 4% or $67,411 at 6%; with 100% employer match about $75,838 at 4% or $50,558 at 6%.
199922$306,610$48,391$24,196iApproximate average salary by contribution assumption: employee only about $604,888 at 4% or $403,258 at 6%; with 50% employer match about $403,258 at 4% or $268,839 at 6%; with 100% employer match about $302,444 at 4% or $201,629 at 6%.
Mitchell P. Wallis Profit Sharing Plan-2$207,662$20,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Mitchell Wallis Co. Inc. Retirement Plan and Trust-2$98,948$28,391$14,196iApproximate average salary by contribution assumption: employee only about $354,888 at 4% or $236,592 at 6%; with 50% employer match about $236,592 at 4% or $157,728 at 6%; with 100% employer match about $177,444 at 4% or $118,296 at 6%.