Civic Intelligence

Alan D. Wallace, Esq.

Plan context: Alan D. Wallace Pension Plan

EIN 95-4725567 • Sherman Oaks, CA • 43 filings • 3 plans

14011 Ventura Blvd., Suite 406Sherman Oaks, CA 91423
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$7,879,637

2024 Contributions

$148,533

Historical Graphs

Total Assets Over Time

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

$7,879,637$3,939,819$0200320142024YearValue
$7,879,637Latest year 2024

Participants Over Time

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

630200320142024YearValue
5Latest 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
202425$7,879,637$148,533$29,707iApproximate average salary by contribution assumption: employee only about $742,665 at 4% or $495,110 at 6%; with 50% employer match about $495,110 at 4% or $330,073 at 6%; with 100% employer match about $371,333 at 4% or $247,555 at 6%.
Alan D. Wallace Pension Plan-4$5,947,565--
Alan D. Wallace Profit Sharing Plan-5$1,932,072$148,533$29,707iApproximate average salary by contribution assumption: employee only about $742,665 at 4% or $495,110 at 6%; with 50% employer match about $495,110 at 4% or $330,073 at 6%; with 100% employer match about $371,333 at 4% or $247,555 at 6%.
202326$6,953,142$144,085$24,014iApproximate average salary by contribution assumption: employee only about $600,354 at 4% or $400,236 at 6%; with 50% employer match about $400,236 at 4% or $266,824 at 6%; with 100% employer match about $300,177 at 4% or $200,118 at 6%.
Alan D. Wallace Pension Plan-4$5,325,120--
Alan D. Wallace Profit Sharing Plan-6$1,628,022$144,085$24,014iApproximate average salary by contribution assumption: employee only about $600,354 at 4% or $400,236 at 6%; with 50% employer match about $400,236 at 4% or $266,824 at 6%; with 100% employer match about $300,177 at 4% or $200,118 at 6%.
202226$6,207,873$133,253$22,209iApproximate average salary by contribution assumption: employee only about $555,221 at 4% or $370,147 at 6%; with 50% employer match about $370,147 at 4% or $246,765 at 6%; with 100% employer match about $277,610 at 4% or $185,074 at 6%.
Alan D. Wallace Pension Plan-5$4,810,572--
Alan D. Wallace Profit Sharing Plan-6$1,397,301$133,253$22,209iApproximate average salary by contribution assumption: employee only about $555,221 at 4% or $370,147 at 6%; with 50% employer match about $370,147 at 4% or $246,765 at 6%; with 100% employer match about $277,610 at 4% or $185,074 at 6%.
202126$6,808,170$119,821$19,970iApproximate average salary by contribution assumption: employee only about $499,254 at 4% or $332,836 at 6%; with 50% employer match about $332,836 at 4% or $221,891 at 6%; with 100% employer match about $249,627 at 4% or $166,418 at 6%.
Alan D. Wallace Pension Plan-5$5,465,270--
Alan D. Wallace Profit Sharing Plan-6$1,342,900$119,821$19,970iApproximate average salary by contribution assumption: employee only about $499,254 at 4% or $332,836 at 6%; with 50% employer match about $332,836 at 4% or $221,891 at 6%; with 100% employer match about $249,627 at 4% or $166,418 at 6%.
202026$6,128,129$98,191$16,365iApproximate average salary by contribution assumption: employee only about $409,129 at 4% or $272,753 at 6%; with 50% employer match about $272,753 at 4% or $181,835 at 6%; with 100% employer match about $204,565 at 4% or $136,376 at 6%.
Alan D. Wallace Pension Plan-5$4,981,707--
Alan D. Wallace Profit Sharing Plan-6$1,146,422$98,191$16,365iApproximate average salary by contribution assumption: employee only about $409,129 at 4% or $272,753 at 6%; with 50% employer match about $272,753 at 4% or $181,835 at 6%; with 100% employer match about $204,565 at 4% or $136,376 at 6%.
201926$5,495,138$169,815$28,303iApproximate average salary by contribution assumption: employee only about $707,563 at 4% or $471,708 at 6%; with 50% employer match about $471,708 at 4% or $314,472 at 6%; with 100% employer match about $353,781 at 4% or $235,854 at 6%.
Alan D. Wallace Pension Plan-5$4,517,098$50,000$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%.
Alan D. Wallace Profit Sharing Plan-6$978,040$119,815$19,969iApproximate average salary by contribution assumption: employee only about $499,229 at 4% or $332,819 at 6%; with 50% employer match about $332,819 at 4% or $221,880 at 6%; with 100% employer match about $249,615 at 4% or $166,410 at 6%.
201826$4,731,994$121,947$20,325iApproximate average salary by contribution assumption: employee only about $508,113 at 4% or $338,742 at 6%; with 50% employer match about $338,742 at 4% or $225,828 at 6%; with 100% employer match about $254,056 at 4% or $169,371 at 6%.
Alan D. Wallace Pension Plan-5$3,970,025--
Alan D. Wallace Profit Sharing Plan-6$761,969$121,947$20,325iApproximate average salary by contribution assumption: employee only about $508,113 at 4% or $338,742 at 6%; with 50% employer match about $338,742 at 4% or $225,828 at 6%; with 100% employer match about $254,056 at 4% or $169,371 at 6%.
201726$4,665,969$110,076$18,346iApproximate average salary by contribution assumption: employee only about $458,650 at 4% or $305,767 at 6%; with 50% employer match about $305,767 at 4% or $203,844 at 6%; with 100% employer match about $229,325 at 4% or $152,883 at 6%.
Alan D. Wallace Pension Plan-5$4,000,930--
Alan D. Wallace Profit Sharing Plan-6$665,039$110,076$18,346iApproximate average salary by contribution assumption: employee only about $458,650 at 4% or $305,767 at 6%; with 50% employer match about $305,767 at 4% or $203,844 at 6%; with 100% employer match about $229,325 at 4% or $152,883 at 6%.
201626$4,161,621$249,265$41,544iApproximate average salary by contribution assumption: employee only about $1,038,604 at 4% or $692,403 at 6%; with 50% employer match about $692,403 at 4% or $461,602 at 6%; with 100% employer match about $519,302 at 4% or $346,201 at 6%.
Alan D. Wallace Pension Plan-5$3,670,705$249,265$49,853iApproximate average salary by contribution assumption: employee only about $1,246,325 at 4% or $830,883 at 6%; with 50% employer match about $830,883 at 4% or $553,922 at 6%; with 100% employer match about $623,163 at 4% or $415,442 at 6%.
Alan D. Wallace Profit Sharing Plan-6$490,916$0-
201526$3,764,122$279,929$46,655iApproximate average salary by contribution assumption: employee only about $1,166,371 at 4% or $777,581 at 6%; with 50% employer match about $777,581 at 4% or $518,387 at 6%; with 100% employer match about $583,185 at 4% or $388,790 at 6%.
Alan D. Wallace Pension Plan-5$3,301,843$279,929$55,986iApproximate average salary by contribution assumption: employee only about $1,399,645 at 4% or $933,097 at 6%; with 50% employer match about $933,097 at 4% or $622,064 at 6%; with 100% employer match about $699,823 at 4% or $466,548 at 6%.
Alan D. Wallace Profit Sharing Plan-6$462,279$0-
201426$3,511,337$321,714$53,619iApproximate average salary by contribution assumption: employee only about $1,340,475 at 4% or $893,650 at 6%; with 50% employer match about $893,650 at 4% or $595,767 at 6%; with 100% employer match about $670,238 at 4% or $446,825 at 6%.
Alan D. Wallace Pension Plan-4$3,039,695$321,714$80,429iApproximate average salary by contribution assumption: employee only about $2,010,713 at 4% or $1,340,475 at 6%; with 50% employer match about $1,340,475 at 4% or $893,650 at 6%; with 100% employer match about $1,005,356 at 4% or $670,238 at 6%.
Alan D. Wallace Profit Sharing Plan-6$471,642$0-
201326$3,115,415$415,000$69,167iApproximate average salary by contribution assumption: employee only about $1,729,167 at 4% or $1,152,778 at 6%; with 50% employer match about $1,152,778 at 4% or $768,519 at 6%; with 100% employer match about $864,583 at 4% or $576,389 at 6%.
Alan D. Wallace Pension Plan-5$2,659,406$399,013$79,803iApproximate average salary by contribution assumption: employee only about $1,995,065 at 4% or $1,330,043 at 6%; with 50% employer match about $1,330,043 at 4% or $886,696 at 6%; with 100% employer match about $997,533 at 4% or $665,022 at 6%.
Alan D. Wallace Profit Sharing Plan-6$456,009$15,987$2,665iApproximate average salary by contribution assumption: employee only about $66,613 at 4% or $44,408 at 6%; with 50% employer match about $44,408 at 4% or $29,606 at 6%; with 100% employer match about $33,306 at 4% or $22,204 at 6%.
201226$2,598,597$415,000$69,167iApproximate average salary by contribution assumption: employee only about $1,729,167 at 4% or $1,152,778 at 6%; with 50% employer match about $1,152,778 at 4% or $768,519 at 6%; with 100% employer match about $864,583 at 4% or $576,389 at 6%.
Alan D. Wallace Pension Plan-4$2,163,999$399,313$99,828iApproximate average salary by contribution assumption: employee only about $2,495,706 at 4% or $1,663,804 at 6%; with 50% employer match about $1,663,804 at 4% or $1,109,203 at 6%; with 100% employer match about $1,247,853 at 4% or $831,902 at 6%.
Alan D. Wallace Profit Sharing Plan-6$434,598$15,687$2,615iApproximate average salary by contribution assumption: employee only about $65,363 at 4% or $43,575 at 6%; with 50% employer match about $43,575 at 4% or $29,050 at 6%; with 100% employer match about $32,681 at 4% or $21,788 at 6%.
201125$1,994,654$360,000$72,000iApproximate average salary by contribution assumption: employee only about $1,800,000 at 4% or $1,200,000 at 6%; with 50% employer match about $1,200,000 at 4% or $800,000 at 6%; with 100% employer match about $900,000 at 4% or $600,000 at 6%.
Alan D. Wallace Pension Plan-4$1,618,301$335,000$83,750iApproximate average salary by contribution assumption: employee only about $2,093,750 at 4% or $1,395,833 at 6%; with 50% employer match about $1,395,833 at 4% or $930,556 at 6%; with 100% employer match about $1,046,875 at 4% or $697,917 at 6%.
Alan D. Wallace Profit Sharing Plan-5$376,353$25,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
201024$1,638,739$290,000$72,500iApproximate average salary by contribution assumption: employee only about $1,812,500 at 4% or $1,208,333 at 6%; with 50% employer match about $1,208,333 at 4% or $805,556 at 6%; with 100% employer match about $906,250 at 4% or $604,167 at 6%.
Alan D. Wallace Pension Plan-3$1,289,134$290,000$96,667iApproximate average salary by contribution assumption: employee only about $2,416,667 at 4% or $1,611,111 at 6%; with 50% employer match about $1,611,111 at 4% or $1,074,074 at 6%; with 100% employer match about $1,208,333 at 4% or $805,556 at 6%.
Alan D. Wallace Profit Sharing Plan-4$349,605$0-
200923$1,259,428$250,000$83,333iApproximate average salary by contribution assumption: employee only about $2,083,333 at 4% or $1,388,889 at 6%; with 50% employer match about $1,388,889 at 4% or $925,926 at 6%; with 100% employer match about $1,041,667 at 4% or $694,444 at 6%.
Alan D. Wallace Pension Plan-3$951,308$227,000$75,667iApproximate average salary by contribution assumption: employee only about $1,891,667 at 4% or $1,261,111 at 6%; with 50% employer match about $1,261,111 at 4% or $840,741 at 6%; with 100% employer match about $945,833 at 4% or $630,556 at 6%.
Alan D. Wallace Profit Sharing Plan-3$308,120$23,000$7,667iApproximate average salary by contribution assumption: employee only about $191,667 at 4% or $127,778 at 6%; with 50% employer match about $127,778 at 4% or $85,185 at 6%; with 100% employer match about $95,833 at 4% or $63,889 at 6%.
200824$678,787$250,000$62,500iApproximate average salary by contribution assumption: employee only about $1,562,500 at 4% or $1,041,667 at 6%; with 50% employer match about $1,041,667 at 4% or $694,444 at 6%; with 100% employer match about $781,250 at 4% or $520,833 at 6%.
Alan D. Wallace Pension Plan-4$678,787$250,000$62,500iApproximate average salary by contribution assumption: employee only about $1,562,500 at 4% or $1,041,667 at 6%; with 50% employer match about $1,041,667 at 4% or $694,444 at 6%; with 100% employer match about $781,250 at 4% or $520,833 at 6%.
Alan D. Wallace Profit Sharing Plan-4---
200723$0$0-
Alan D. Wallace Profit Sharing Plan-3---
Alan D. Wallace Pension Plan-3---
200624$551,318$253,182$63,296iApproximate average salary by contribution assumption: employee only about $1,582,388 at 4% or $1,054,925 at 6%; with 50% employer match about $1,054,925 at 4% or $703,283 at 6%; with 100% employer match about $791,194 at 4% or $527,463 at 6%.
Alan D. Wallace Profit Sharing Plan-4$299,836$1,700$425iApproximate average salary by contribution assumption: employee only about $10,625 at 4% or $7,083 at 6%; with 50% employer match about $7,083 at 4% or $4,722 at 6%; with 100% employer match about $5,313 at 4% or $3,542 at 6%.
Alan D. Wallace Pension Plan-4$251,482$251,482$62,871iApproximate average salary by contribution assumption: employee only about $1,571,763 at 4% or $1,047,842 at 6%; with 50% employer match about $1,047,842 at 4% or $698,561 at 6%; with 100% employer match about $785,881 at 4% or $523,921 at 6%.
200515$277,694$86,241$17,248iApproximate average salary by contribution assumption: employee only about $431,205 at 4% or $287,470 at 6%; with 50% employer match about $287,470 at 4% or $191,647 at 6%; with 100% employer match about $215,603 at 4% or $143,735 at 6%.
Alan D. Wallace Profit Sharing Plan-5$277,694$86,241$17,248iApproximate average salary by contribution assumption: employee only about $431,205 at 4% or $287,470 at 6%; with 50% employer match about $287,470 at 4% or $191,647 at 6%; with 100% employer match about $215,603 at 4% or $143,735 at 6%.
200426$187,333$91,219$15,203iApproximate average salary by contribution assumption: employee only about $380,079 at 4% or $253,386 at 6%; with 50% employer match about $253,386 at 4% or $168,924 at 6%; with 100% employer match about $190,040 at 4% or $126,693 at 6%.
Alan D. Wallace Profit Sharing Plan-6$187,333$91,219$15,203iApproximate average salary by contribution assumption: employee only about $380,079 at 4% or $253,386 at 6%; with 50% employer match about $253,386 at 4% or $168,924 at 6%; with 100% employer match about $190,040 at 4% or $126,693 at 6%.
Alan D. Wallace Pension Plan-0---
200325$128,781$94,400$18,880iApproximate average salary by contribution assumption: employee only about $472,000 at 4% or $314,667 at 6%; with 50% employer match about $314,667 at 4% or $209,778 at 6%; with 100% employer match about $236,000 at 4% or $157,333 at 6%.
Alan D. Wallace Profit Sharing Plan-5$94,400$94,400$18,880iApproximate average salary by contribution assumption: employee only about $472,000 at 4% or $314,667 at 6%; with 50% employer match about $314,667 at 4% or $209,778 at 6%; with 100% employer match about $236,000 at 4% or $157,333 at 6%.
Alan D. Wallace Pension Plan-5$34,381--