Civic Intelligence

Whitman Insight Strategies LLC

Plan context: Whitman Insight Strategies LLC 401(K) Savings Plan

EIN 01-0763468 • New York, NY • 40 filings • 5 plans

80 Eighth AvenueSuite 1210New York, NY 10011
Current Snapshot

Latest Year

2024

2024 Participants

20

2024 Assets

$4,692,604

2024 Contributions

$330,438

Historical Graphs

Total Assets Over Time

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

$4,692,604$2,346,302$0200820162024YearValue
$4,692,604Latest year 2024

Participants Over Time

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

20100200720162024YearValue
20Latest 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
2024120$4,692,604$330,438$16,522iApproximate average salary by contribution assumption: employee only about $413,048 at 4% or $275,365 at 6%; with 50% employer match about $275,365 at 4% or $183,577 at 6%; with 100% employer match about $206,524 at 4% or $137,683 at 6%.
Whitman Insight Strategies LLC 401(K) Savings Plan-20$4,692,604$330,438$16,522iApproximate average salary by contribution assumption: employee only about $413,048 at 4% or $275,365 at 6%; with 50% employer match about $275,365 at 4% or $183,577 at 6%; with 100% employer match about $206,524 at 4% or $137,683 at 6%.
2023119$4,133,509$317,495$16,710iApproximate average salary by contribution assumption: employee only about $417,757 at 4% or $278,504 at 6%; with 50% employer match about $278,504 at 4% or $185,670 at 6%; with 100% employer match about $208,878 at 4% or $139,252 at 6%.
Whitman Insight Strategies LLC 401(K) Savings Plan-19$4,133,509$317,495$16,710iApproximate average salary by contribution assumption: employee only about $417,757 at 4% or $278,504 at 6%; with 50% employer match about $278,504 at 4% or $185,670 at 6%; with 100% employer match about $208,878 at 4% or $139,252 at 6%.
2022115$3,196,180$285,279$19,019iApproximate average salary by contribution assumption: employee only about $475,465 at 4% or $316,977 at 6%; with 50% employer match about $316,977 at 4% or $211,318 at 6%; with 100% employer match about $237,732 at 4% or $158,488 at 6%.
Whitman Insight Strategies LLC 401(K) Savings Plan-15$3,196,180$285,279$19,019iApproximate average salary by contribution assumption: employee only about $475,465 at 4% or $316,977 at 6%; with 50% employer match about $316,977 at 4% or $211,318 at 6%; with 100% employer match about $237,732 at 4% or $158,488 at 6%.
2021116$3,449,740$267,718$16,732iApproximate average salary by contribution assumption: employee only about $418,309 at 4% or $278,873 at 6%; with 50% employer match about $278,873 at 4% or $185,915 at 6%; with 100% employer match about $209,155 at 4% or $139,436 at 6%.
Whitman Insight Strategies LLC 401(K) Savings Plan-16$3,449,740$267,718$16,732iApproximate average salary by contribution assumption: employee only about $418,309 at 4% or $278,873 at 6%; with 50% employer match about $278,873 at 4% or $185,915 at 6%; with 100% employer match about $209,155 at 4% or $139,436 at 6%.
2020117$2,732,025$302,863$17,815iApproximate average salary by contribution assumption: employee only about $445,387 at 4% or $296,925 at 6%; with 50% employer match about $296,925 at 4% or $197,950 at 6%; with 100% employer match about $222,693 at 4% or $148,462 at 6%.
Whitman Insight Strategies LLC 401(K) Savings Plan-17$2,732,025$302,863$17,815iApproximate average salary by contribution assumption: employee only about $445,387 at 4% or $296,925 at 6%; with 50% employer match about $296,925 at 4% or $197,950 at 6%; with 100% employer match about $222,693 at 4% or $148,462 at 6%.
2019216$2,061,522$248,520$15,533iApproximate average salary by contribution assumption: employee only about $388,313 at 4% or $258,875 at 6%; with 50% employer match about $258,875 at 4% or $172,583 at 6%; with 100% employer match about $194,156 at 4% or $129,438 at 6%.
Whitman Insight Strategies LLC 401(K) Savings Plan-16$2,061,522$248,520$15,533iApproximate average salary by contribution assumption: employee only about $388,313 at 4% or $258,875 at 6%; with 50% employer match about $258,875 at 4% or $172,583 at 6%; with 100% employer match about $194,156 at 4% or $129,438 at 6%.
WHITMAN INSIGHT STRATEGIES, LLC DEFINED BENEFIT PLAN-0$0$0-
2018215$3,182,070$252,216$16,814iApproximate average salary by contribution assumption: employee only about $420,360 at 4% or $280,240 at 6%; with 50% employer match about $280,240 at 4% or $186,827 at 6%; with 100% employer match about $210,180 at 4% or $140,120 at 6%.
WHITMAN INSIGHT STRATEGIES, LLC DEFINED BENEFIT PLAN-7$1,715,413$30,000$4,286iApproximate average salary by contribution assumption: employee only about $107,143 at 4% or $71,429 at 6%; with 50% employer match about $71,429 at 4% or $47,619 at 6%; with 100% employer match about $53,571 at 4% or $35,714 at 6%.
Whitman Insight Strategies LLC 401(K) Savings Plan-15$1,466,657$222,216$14,814iApproximate average salary by contribution assumption: employee only about $370,360 at 4% or $246,907 at 6%; with 50% employer match about $246,907 at 4% or $164,604 at 6%; with 100% employer match about $185,180 at 4% or $123,453 at 6%.
2017213$3,384,095$335,152$25,781iApproximate average salary by contribution assumption: employee only about $644,523 at 4% or $429,682 at 6%; with 50% employer match about $429,682 at 4% or $286,455 at 6%; with 100% employer match about $322,262 at 4% or $214,841 at 6%.
WHITMAN INSIGHT STRATEGIES, LLC DEFINED BENEFIT PLAN-8$1,872,907$135,000$16,875iApproximate average salary by contribution assumption: employee only about $421,875 at 4% or $281,250 at 6%; with 50% employer match about $281,250 at 4% or $187,500 at 6%; with 100% employer match about $210,938 at 4% or $140,625 at 6%.
Whitman Insight Strategies LLC 401(K) Savings Plan-13$1,511,188$200,152$15,396iApproximate average salary by contribution assumption: employee only about $384,908 at 4% or $256,605 at 6%; with 50% employer match about $256,605 at 4% or $171,070 at 6%; with 100% employer match about $192,454 at 4% or $128,303 at 6%.
2016314$2,660,125$1,012,439$72,317iApproximate average salary by contribution assumption: employee only about $1,807,927 at 4% or $1,205,285 at 6%; with 50% employer match about $1,205,285 at 4% or $803,523 at 6%; with 100% employer match about $903,963 at 4% or $602,642 at 6%.
WHITMAN INSIGHT STRATEGIES, LLC DEFINED BENEFIT PLAN-8$1,532,069$150,685$18,836iApproximate average salary by contribution assumption: employee only about $470,891 at 4% or $313,927 at 6%; with 50% employer match about $313,927 at 4% or $209,285 at 6%; with 100% employer match about $235,445 at 4% or $156,964 at 6%.
Whitman Insight Strategies LLC 401(K) Savings Plan-14$1,128,056$736,703$52,622iApproximate average salary by contribution assumption: employee only about $1,315,541 at 4% or $877,027 at 6%; with 50% employer match about $877,027 at 4% or $584,685 at 6%; with 100% employer match about $657,771 at 4% or $438,514 at 6%.
Whitman Insight Strategies LLC 401(K) Profit Sharing Plan & Trust-0$0$125,051-
2015311$2,089,284$380,827$34,621iApproximate average salary by contribution assumption: employee only about $865,516 at 4% or $577,011 at 6%; with 50% employer match about $577,011 at 4% or $384,674 at 6%; with 100% employer match about $432,758 at 4% or $288,505 at 6%.
WHITMAN INSIGHT STRATEGIES, LLC DEFINED BENEFIT PLAN-6$1,252,329$204,723$34,121iApproximate average salary by contribution assumption: employee only about $853,013 at 4% or $568,675 at 6%; with 50% employer match about $568,675 at 4% or $379,117 at 6%; with 100% employer match about $426,506 at 4% or $284,338 at 6%.
Whitman Insight Strategies LLC 401(K) Profit Sharing Plan & Trust-9$473,795$79,176$8,797iApproximate average salary by contribution assumption: employee only about $219,933 at 4% or $146,622 at 6%; with 50% employer match about $146,622 at 4% or $97,748 at 6%; with 100% employer match about $109,967 at 4% or $73,311 at 6%.
Whitman Insight Strategies LLC 401(K) Savings Plan-11$363,160$96,928$8,812iApproximate average salary by contribution assumption: employee only about $220,291 at 4% or $146,861 at 6%; with 50% employer match about $146,861 at 4% or $97,907 at 6%; with 100% employer match about $110,145 at 4% or $73,430 at 6%.
2014311$1,772,499$376,275$34,207iApproximate average salary by contribution assumption: employee only about $855,170 at 4% or $570,114 at 6%; with 50% employer match about $570,114 at 4% or $380,076 at 6%; with 100% employer match about $427,585 at 4% or $285,057 at 6%.
WHITMAN INSIGHT STRATEGIES, LLC DEFINED BENEFIT PLAN-7$1,093,567$230,000$32,857iApproximate average salary by contribution assumption: employee only about $821,429 at 4% or $547,619 at 6%; with 50% employer match about $547,619 at 4% or $365,079 at 6%; with 100% employer match about $410,714 at 4% or $273,810 at 6%.
Whitman Insight Strategies LLC 401(K) Profit Sharing Plan & Trust-8$404,165$67,757$8,470iApproximate average salary by contribution assumption: employee only about $211,741 at 4% or $141,160 at 6%; with 50% employer match about $141,160 at 4% or $94,107 at 6%; with 100% employer match about $105,870 at 4% or $70,580 at 6%.
Whitman Insight Strategies LLC 401(K) Savings Plan-11$274,767$78,518$7,138iApproximate average salary by contribution assumption: employee only about $178,450 at 4% or $118,967 at 6%; with 50% employer match about $118,967 at 4% or $79,311 at 6%; with 100% employer match about $89,225 at 4% or $59,483 at 6%.
2013311$1,549,756$254,032$23,094iApproximate average salary by contribution assumption: employee only about $577,345 at 4% or $384,897 at 6%; with 50% employer match about $384,897 at 4% or $256,598 at 6%; with 100% employer match about $288,673 at 4% or $192,448 at 6%.
WHITMAN INSIGHT STRATEGIES, LLC DEFINED BENEFIT PLAN-6$1,009,564$190,000$31,667iApproximate average salary by contribution assumption: employee only about $791,667 at 4% or $527,778 at 6%; with 50% employer match about $527,778 at 4% or $351,852 at 6%; with 100% employer match about $395,833 at 4% or $263,889 at 6%.
Whitman Insight Strategies LLC 401(K) Profit Sharing Plan & Trust-6$344,443$39,175$6,529iApproximate average salary by contribution assumption: employee only about $163,229 at 4% or $108,819 at 6%; with 50% employer match about $108,819 at 4% or $72,546 at 6%; with 100% employer match about $81,615 at 4% or $54,410 at 6%.
Whitman Insight Strategies LLC 401(K) Savings Plan-11$195,749$24,857$2,260iApproximate average salary by contribution assumption: employee only about $56,493 at 4% or $37,662 at 6%; with 50% employer match about $37,662 at 4% or $25,108 at 6%; with 100% employer match about $28,247 at 4% or $18,831 at 6%.
2012312$1,178,499$216,923$18,077iApproximate average salary by contribution assumption: employee only about $451,923 at 4% or $301,282 at 6%; with 50% employer match about $301,282 at 4% or $200,855 at 6%; with 100% employer match about $225,961 at 4% or $150,641 at 6%.
WHITMAN INSIGHT STRATEGIES, LLC DEFINED BENEFIT PLAN-11$753,469$150,000$13,636iApproximate average salary by contribution assumption: employee only about $340,909 at 4% or $227,273 at 6%; with 50% employer match about $227,273 at 4% or $151,515 at 6%; with 100% employer match about $170,455 at 4% or $113,636 at 6%.
Whitman Insight Strategies LLC 401(K) Profit Sharing Plan & Trust-5$249,367$34,874$6,975iApproximate average salary by contribution assumption: employee only about $174,370 at 4% or $116,247 at 6%; with 50% employer match about $116,247 at 4% or $77,498 at 6%; with 100% employer match about $87,185 at 4% or $58,123 at 6%.
Whitman Insight Strategies LLC 401(K) Savings Plan-12$175,663$32,049$2,671iApproximate average salary by contribution assumption: employee only about $66,769 at 4% or $44,513 at 6%; with 50% employer match about $44,513 at 4% or $29,675 at 6%; with 100% employer match about $33,384 at 4% or $22,256 at 6%.
2011313$901,732$193,693$14,899iApproximate average salary by contribution assumption: employee only about $372,487 at 4% or $248,324 at 6%; with 50% employer match about $248,324 at 4% or $165,550 at 6%; with 100% employer match about $186,243 at 4% or $124,162 at 6%.
WHITMAN INSIGHT STRATEGIES, LLC DEFINED BENEFIT PLAN-7$570,124$127,541$18,220iApproximate average salary by contribution assumption: employee only about $455,504 at 4% or $303,669 at 6%; with 50% employer match about $303,669 at 4% or $202,446 at 6%; with 100% employer match about $227,752 at 4% or $151,835 at 6%.
Whitman Insight Strategies LLC 401(K) Profit Sharing Plan & Trust-5$197,309$38,412$7,682iApproximate average salary by contribution assumption: employee only about $192,060 at 4% or $128,040 at 6%; with 50% employer match about $128,040 at 4% or $85,360 at 6%; with 100% employer match about $96,030 at 4% or $64,020 at 6%.
Whitman Insight Strategies LLC 401(K) Savings Plan-13$134,299$27,740$2,134iApproximate average salary by contribution assumption: employee only about $53,346 at 4% or $35,564 at 6%; with 50% employer match about $35,564 at 4% or $23,709 at 6%; with 100% employer match about $26,673 at 4% or $17,782 at 6%.
2010314$736,916$73,725$5,266iApproximate average salary by contribution assumption: employee only about $131,652 at 4% or $87,768 at 6%; with 50% employer match about $87,768 at 4% or $58,512 at 6%; with 100% employer match about $65,826 at 4% or $43,884 at 6%.
WHITMAN INSIGHT STRATEGIES, LLC DEFINED BENEFIT PLAN-8$448,888$10,000$1,250iApproximate average salary by contribution assumption: employee only about $31,250 at 4% or $20,833 at 6%; with 50% employer match about $20,833 at 4% or $13,889 at 6%; with 100% employer match about $15,625 at 4% or $10,417 at 6%.
Whitman Insight Strategies LLC 401(K) Profit Sharing Plan & Trust-5$171,417$40,742$8,148iApproximate average salary by contribution assumption: employee only about $203,710 at 4% or $135,807 at 6%; with 50% employer match about $135,807 at 4% or $90,538 at 6%; with 100% employer match about $101,855 at 4% or $67,903 at 6%.
Whitman Insight Strategies LLC 401(K) Savings Plan-14$116,611$22,983$1,642iApproximate average salary by contribution assumption: employee only about $41,041 at 4% or $27,361 at 6%; with 50% employer match about $27,361 at 4% or $18,240 at 6%; with 100% employer match about $20,521 at 4% or $13,680 at 6%.
2009313$616,198$288,621$22,202iApproximate average salary by contribution assumption: employee only about $555,040 at 4% or $370,027 at 6%; with 50% employer match about $370,027 at 4% or $246,685 at 6%; with 100% employer match about $277,520 at 4% or $185,013 at 6%.
WHITMAN INSIGHT STRATEGIES, LLC DEFINED BENEFIT PLAN-8$417,275$219,133$27,392iApproximate average salary by contribution assumption: employee only about $684,791 at 4% or $456,527 at 6%; with 50% employer match about $456,527 at 4% or $304,351 at 6%; with 100% employer match about $342,395 at 4% or $228,264 at 6%.
Whitman Insight Strategies LLC 401(K) Profit Sharing Plan & Trust-4$113,635$27,650$6,913iApproximate average salary by contribution assumption: employee only about $172,813 at 4% or $115,208 at 6%; with 50% employer match about $115,208 at 4% or $76,806 at 6%; with 100% employer match about $86,406 at 4% or $57,604 at 6%.
Whitman Insight Strategies LLC 401(K) Savings Plan-13$85,288$41,838$3,218iApproximate average salary by contribution assumption: employee only about $80,458 at 4% or $53,638 at 6%; with 50% employer match about $53,638 at 4% or $35,759 at 6%; with 100% employer match about $40,229 at 4% or $26,819 at 6%.
200833$274,043$138,529$46,176iApproximate average salary by contribution assumption: employee only about $1,154,408 at 4% or $769,606 at 6%; with 50% employer match about $769,606 at 4% or $513,070 at 6%; with 100% employer match about $577,204 at 4% or $384,803 at 6%.
WHITMAN INSIGHT STRATEGIES, LLC DEFINED BENEFIT PLAN-3$176,965$97,360$32,453iApproximate average salary by contribution assumption: employee only about $811,333 at 4% or $540,889 at 6%; with 50% employer match about $540,889 at 4% or $360,593 at 6%; with 100% employer match about $405,667 at 4% or $270,444 at 6%.
Whitman Insight Strategies LLC 401(K) Profit Sharing Plan & Trust-3$60,660$21,716$7,239iApproximate average salary by contribution assumption: employee only about $180,967 at 4% or $120,644 at 6%; with 50% employer match about $120,644 at 4% or $80,430 at 6%; with 100% employer match about $90,483 at 4% or $60,322 at 6%.
Whitman Insight Strategies LLC 401(K) Savings Plan-3$36,418$19,453$6,484iApproximate average salary by contribution assumption: employee only about $162,108 at 4% or $108,072 at 6%; with 50% employer match about $108,072 at 4% or $72,048 at 6%; with 100% employer match about $81,054 at 4% or $54,036 at 6%.
200724$0$0-
Whitman Insight Strategies LLC 401(K) Savings Plan-4---
WHITMAN INSIGHT STRATEGIES, LLC DEFINED BENEFIT PLAN-4---