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| Company Name: | WALLACE & TONEY VALUATION ADVISORS INC |
| Employer identification number (EIN): | 680070035 |
| NAIC Classification: | 541211 |
| NAIC Description: | Offices of Certified Public Accountants |
The following addresses have been detected on the 401k submissions:
| USA Mailing Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2007-01-01 | |||||
| Date last seen: 2025-12-03 | |||||
| USA Location Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2007-01-01 | |||||
| Date last seen: 2025-10-31 | |||||
| 401k Sponsor USA Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2007-01-01 | |||||
| Date last seen: 2025-10-31 | |||||
| Date | Description |
|---|---|
| 2023-08-17 | 680070035 Change of name detected from WALLACE VALUATION ADVISORS INC to WALLACE & TONEY VALUATION ADVISORS INC |
| 2023-08-17 | 680070035 Change of plan name detected from WALLACE VALUATION ADVISORS INC 401K PROFIT SHARING PLAN to WALLACE & TONEY VALUATION ADVISORS INC 401K PROFIT SHARING PLAN for plan ID 001 |
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 001 | WALLACE & TONEY VALUATION ADVISORS INC 401K PROFIT SHARING PLAN | 2016-01-01 | 1986-07-01 |
| 002 | WALLACE AND ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN | 2011-01-01 | 2022-01-01 |
| Date | Type of contribution | Contribution | Number of participants/employees | Average contribution per participant | |
|---|---|---|---|---|---|
| 2023-02-16 | Employer Contributions | $ 148,000 | 8 | $ 18,500 | |
| 2023-02-16 | Employee Contributions | $ 148,000 | 8 | $ 18,500 | |
| 2011-10-31 | Employer Contributions | $ 23,165 | 1 | $ 23,165 | |
| 2011-10-31 | Employee Contributions | $ 23,165 | 1 | $ 23,165 | |
| 2011-02-28 | Employer Contributions | $ 1,477 | 1 | $ 1,477 | |
| 2011-02-28 | Employee Contributions | $ 1,477 | 1 | $ 1,477 | |
| 2010-04-15 | Employer Contributions | $ 39,772 | 4 | $ 9,943 | |
| 2010-04-15 | Employee Contributions | $ 39,772 | 4 | $ 9,943 | |
| 2010-02-01 | Employer Contributions | $ 10,228 | 4 | $ 2,557 | |
| 2010-02-01 | Employee Contributions | $ 10,228 | 4 | $ 2,557 | |
| 2009-11-20 | Employer Contributions | $ 2,500 | 4 | $ 625 | |
| 2009-11-20 | Employee Contributions | $ 2,500 | 4 | $ 625 | |
| 2009-10-28 | Employer Contributions | $ 10,000 | 4 | $ 2,500 | |
| 2009-10-28 | Employee Contributions | $ 10,000 | 4 | $ 2,500 | |
| 2009-08-12 | Employer Contributions | $ 15,000 | 4 | $ 3,750 | |
| 2009-08-12 | Employee Contributions | $ 15,000 | 4 | $ 3,750 |
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