Thomas P. Whalen
Plan context: Thomas P. Whalen Plan for Self-Emloyed Invidiuals
EIN 03-0258746 • 10 filings • 4 plans
Current Snapshot
Latest Year
2008
2008 Participants
4
2008 Assets
$17,245
2008 Contributions
$17,234
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2008 | 1 | 0 | $0 | $0 | - |
| Thomas P. Whalen Plan for Self-Emloyed Invidiuals | - | 0 | - | - | - |
| 2007 | 1 | 4 | $17,245 | $17,234 | $4,309iApproximate average salary by contribution assumption: employee only about $107,713 at 4% or $71,808 at 6%; with 50% employer match about $71,808 at 4% or $47,872 at 6%; with 100% employer match about $53,856 at 4% or $35,904 at 6%. |
| Thomas P. Whalen Plan for Self-Emloyed Invidiuals | - | 4 | $17,245 | $17,234 | $4,309iApproximate average salary by contribution assumption: employee only about $107,713 at 4% or $71,808 at 6%; with 50% employer match about $71,808 at 4% or $47,872 at 6%; with 100% employer match about $53,856 at 4% or $35,904 at 6%. |
| 2006 | 1 | 0 | $658,526 | $0 | - |
| Thomas P. Whalen Plan for Self-Emloyed Invidiuals | - | 0 | $658,526 | - | - |
| 2005 | 1 | 0 | $797,411 | $100,178 | - |
| Thomas P. Whalen Plan for Self-Emloyed Invidiuals | - | 0 | $797,411 | $100,178 | - |
| 2004 | 1 | 4 | $666,828 | $8,054 | $2,014iApproximate average salary by contribution assumption: employee only about $50,338 at 4% or $33,558 at 6%; with 50% employer match about $33,558 at 4% or $22,372 at 6%; with 100% employer match about $25,169 at 4% or $16,779 at 6%. |
| Thomas P. Whalen Plan for Self-Emloyed Invidiuals | - | 4 | $666,828 | $8,054 | $2,014iApproximate average salary by contribution assumption: employee only about $50,338 at 4% or $33,558 at 6%; with 50% employer match about $33,558 at 4% or $22,372 at 6%; with 100% employer match about $25,169 at 4% or $16,779 at 6%. |
| 2003 | 1 | 4 | $583,646 | $8,607 | $2,152iApproximate average salary by contribution assumption: employee only about $53,794 at 4% or $35,863 at 6%; with 50% employer match about $35,863 at 4% or $23,908 at 6%; with 100% employer match about $26,897 at 4% or $17,931 at 6%. |
| Thomas P. Whalen Plan for Self-Emloyed Invidiuals | - | 4 | $583,646 | $8,607 | $2,152iApproximate average salary by contribution assumption: employee only about $53,794 at 4% or $35,863 at 6%; with 50% employer match about $35,863 at 4% or $23,908 at 6%; with 100% employer match about $26,897 at 4% or $17,931 at 6%. |
| 2002 | 1 | 4 | $462,078 | $8,512 | $2,128iApproximate average salary by contribution assumption: employee only about $53,200 at 4% or $35,467 at 6%; with 50% employer match about $35,467 at 4% or $23,644 at 6%; with 100% employer match about $26,600 at 4% or $17,733 at 6%. |
| Thomas P. Whalen Plan for Self-Emloyed Invidiuals | - | 4 | $462,078 | $8,512 | $2,128iApproximate average salary by contribution assumption: employee only about $53,200 at 4% or $35,467 at 6%; with 50% employer match about $35,467 at 4% or $23,644 at 6%; with 100% employer match about $26,600 at 4% or $17,733 at 6%. |
| 2001 | 1 | 4 | $0 | $0 | - |
| Thomas P. Whalen Plan for Self-Emloyed Invidiuals | - | 4 | - | - | - |
| 2000 | 1 | 4 | $0 | $0 | - |
| Thomas P. Whalen Plan for Self-Emloyed Invidiuals | - | 4 | - | - | - |
| 1999 | 1 | 5 | $526,402 | $0 | - |
| Thomas P. Whalen Plan for Self-Emloyed Invidiuals | - | 5 | $526,402 | - | - |