Civic Intelligence

Whitaker Securities LLC

Plan context: Whitaker Securities 401K Plan

EIN 03-0447973 • Manalapan, NJ • 21 filings • 3 plans

200 Craig RoadSuite 110Manalapan, NJ 07726
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$3,949,878

2024 Contributions

$262,256

Historical Graphs

Total Assets Over Time

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

$10,806,264$5,403,132$0200420142023YearValue
$3,949,878Latest year 2023

Participants Over Time

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

50250200420142023YearValue
14Latest year 2023

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
202410$0$0-
Whitaker Securities 401K Plan-0$0--
2023114$3,949,878$262,256$18,733iApproximate average salary by contribution assumption: employee only about $468,314 at 4% or $312,210 at 6%; with 50% employer match about $312,210 at 4% or $208,140 at 6%; with 100% employer match about $234,157 at 4% or $156,105 at 6%.
Whitaker Securities 401K Plan-14$3,949,878$262,256$18,733iApproximate average salary by contribution assumption: employee only about $468,314 at 4% or $312,210 at 6%; with 50% employer match about $312,210 at 4% or $208,140 at 6%; with 100% employer match about $234,157 at 4% or $156,105 at 6%.
2022132$8,490,929$435,521$13,610iApproximate average salary by contribution assumption: employee only about $340,251 at 4% or $226,834 at 6%; with 50% employer match about $226,834 at 4% or $151,223 at 6%; with 100% employer match about $170,125 at 4% or $113,417 at 6%.
Whitaker Securities 401K Plan-32$8,490,929$435,521$13,610iApproximate average salary by contribution assumption: employee only about $340,251 at 4% or $226,834 at 6%; with 50% employer match about $226,834 at 4% or $151,223 at 6%; with 100% employer match about $170,125 at 4% or $113,417 at 6%.
2021138$10,806,264$689,420$18,143iApproximate average salary by contribution assumption: employee only about $453,566 at 4% or $302,377 at 6%; with 50% employer match about $302,377 at 4% or $201,585 at 6%; with 100% employer match about $226,783 at 4% or $151,189 at 6%.
Whitaker Securities 401K Plan-38$10,806,264$689,420$18,143iApproximate average salary by contribution assumption: employee only about $453,566 at 4% or $302,377 at 6%; with 50% employer match about $302,377 at 4% or $201,585 at 6%; with 100% employer match about $226,783 at 4% or $151,189 at 6%.
2020135$8,792,747$515,417$14,726iApproximate average salary by contribution assumption: employee only about $368,155 at 4% or $245,437 at 6%; with 50% employer match about $245,437 at 4% or $163,624 at 6%; with 100% employer match about $184,078 at 4% or $122,718 at 6%.
Whitaker Securities 401K Plan-35$8,792,747$515,417$14,726iApproximate average salary by contribution assumption: employee only about $368,155 at 4% or $245,437 at 6%; with 50% employer match about $245,437 at 4% or $163,624 at 6%; with 100% employer match about $184,078 at 4% or $122,718 at 6%.
2019136$7,555,819$471,262$13,091iApproximate average salary by contribution assumption: employee only about $327,265 at 4% or $218,177 at 6%; with 50% employer match about $218,177 at 4% or $145,451 at 6%; with 100% employer match about $163,633 at 4% or $109,088 at 6%.
Whitaker Securities 401K Plan-36$7,555,819$471,262$13,091iApproximate average salary by contribution assumption: employee only about $327,265 at 4% or $218,177 at 6%; with 50% employer match about $218,177 at 4% or $145,451 at 6%; with 100% employer match about $163,633 at 4% or $109,088 at 6%.
2018142$6,208,634$438,943$10,451iApproximate average salary by contribution assumption: employee only about $261,276 at 4% or $174,184 at 6%; with 50% employer match about $174,184 at 4% or $116,122 at 6%; with 100% employer match about $130,638 at 4% or $87,092 at 6%.
Whitaker Securities 401K Plan-42$6,208,634$438,943$10,451iApproximate average salary by contribution assumption: employee only about $261,276 at 4% or $174,184 at 6%; with 50% employer match about $174,184 at 4% or $116,122 at 6%; with 100% employer match about $130,638 at 4% or $87,092 at 6%.
2017140$6,938,666$1,429,717$35,743iApproximate average salary by contribution assumption: employee only about $893,573 at 4% or $595,715 at 6%; with 50% employer match about $595,715 at 4% or $397,144 at 6%; with 100% employer match about $446,787 at 4% or $297,858 at 6%.
Whitaker Securities 401K Plan-40$6,938,666$1,429,717$35,743iApproximate average salary by contribution assumption: employee only about $893,573 at 4% or $595,715 at 6%; with 50% employer match about $595,715 at 4% or $397,144 at 6%; with 100% employer match about $446,787 at 4% or $297,858 at 6%.
2016140$5,023,557$487,137$12,178iApproximate average salary by contribution assumption: employee only about $304,461 at 4% or $202,974 at 6%; with 50% employer match about $202,974 at 4% or $135,316 at 6%; with 100% employer match about $152,230 at 4% or $101,487 at 6%.
Whitaker Securities 401K Plan-40$5,023,557$487,137$12,178iApproximate average salary by contribution assumption: employee only about $304,461 at 4% or $202,974 at 6%; with 50% employer match about $202,974 at 4% or $135,316 at 6%; with 100% employer match about $152,230 at 4% or $101,487 at 6%.
2015145$5,077,110$790,566$17,568iApproximate average salary by contribution assumption: employee only about $439,203 at 4% or $292,802 at 6%; with 50% employer match about $292,802 at 4% or $195,201 at 6%; with 100% employer match about $219,602 at 4% or $146,401 at 6%.
Whitaker Securities 401K Plan-45$5,077,110$790,566$17,568iApproximate average salary by contribution assumption: employee only about $439,203 at 4% or $292,802 at 6%; with 50% employer match about $292,802 at 4% or $195,201 at 6%; with 100% employer match about $219,602 at 4% or $146,401 at 6%.
2014143$4,910,806$559,495$13,012iApproximate average salary by contribution assumption: employee only about $325,288 at 4% or $216,859 at 6%; with 50% employer match about $216,859 at 4% or $144,572 at 6%; with 100% employer match about $162,644 at 4% or $108,429 at 6%.
Whitaker Securities 401K Plan-43$4,910,806$559,495$13,012iApproximate average salary by contribution assumption: employee only about $325,288 at 4% or $216,859 at 6%; with 50% employer match about $216,859 at 4% or $144,572 at 6%; with 100% employer match about $162,644 at 4% or $108,429 at 6%.
2013145$4,645,445$495,910$11,020iApproximate average salary by contribution assumption: employee only about $275,506 at 4% or $183,670 at 6%; with 50% employer match about $183,670 at 4% or $122,447 at 6%; with 100% employer match about $137,753 at 4% or $91,835 at 6%.
Whitaker Securities 401K Plan-45$4,645,445$495,910$11,020iApproximate average salary by contribution assumption: employee only about $275,506 at 4% or $183,670 at 6%; with 50% employer match about $183,670 at 4% or $122,447 at 6%; with 100% employer match about $137,753 at 4% or $91,835 at 6%.
2012147$3,536,340$535,843$11,401iApproximate average salary by contribution assumption: employee only about $285,023 at 4% or $190,015 at 6%; with 50% employer match about $190,015 at 4% or $126,677 at 6%; with 100% employer match about $142,511 at 4% or $95,008 at 6%.
Whitaker Securities 401K Plan-47$3,536,340$535,843$11,401iApproximate average salary by contribution assumption: employee only about $285,023 at 4% or $190,015 at 6%; with 50% employer match about $190,015 at 4% or $126,677 at 6%; with 100% employer match about $142,511 at 4% or $95,008 at 6%.
2011148$2,789,926$815,354$16,987iApproximate average salary by contribution assumption: employee only about $424,664 at 4% or $283,109 at 6%; with 50% employer match about $283,109 at 4% or $188,739 at 6%; with 100% employer match about $212,332 at 4% or $141,555 at 6%.
Whitaker Securities 401K Plan-48$2,789,926$815,354$16,987iApproximate average salary by contribution assumption: employee only about $424,664 at 4% or $283,109 at 6%; with 50% employer match about $283,109 at 4% or $188,739 at 6%; with 100% employer match about $212,332 at 4% or $141,555 at 6%.
2010141$2,126,772$648,911$15,827iApproximate average salary by contribution assumption: employee only about $395,677 at 4% or $263,785 at 6%; with 50% employer match about $263,785 at 4% or $175,857 at 6%; with 100% employer match about $197,839 at 4% or $131,892 at 6%.
Whitaker Securities 401K Plan-41$2,126,772$648,911$15,827iApproximate average salary by contribution assumption: employee only about $395,677 at 4% or $263,785 at 6%; with 50% employer match about $263,785 at 4% or $175,857 at 6%; with 100% employer match about $197,839 at 4% or $131,892 at 6%.
2009150$1,321,125$601,788$12,036iApproximate average salary by contribution assumption: employee only about $300,894 at 4% or $200,596 at 6%; with 50% employer match about $200,596 at 4% or $133,731 at 6%; with 100% employer match about $150,447 at 4% or $100,298 at 6%.
Whitaker Securities 401K Plan-50$1,321,125$601,788$12,036iApproximate average salary by contribution assumption: employee only about $300,894 at 4% or $200,596 at 6%; with 50% employer match about $200,596 at 4% or $133,731 at 6%; with 100% employer match about $150,447 at 4% or $100,298 at 6%.
2008149$498,111$264,047$5,389iApproximate average salary by contribution assumption: employee only about $134,718 at 4% or $89,812 at 6%; with 50% employer match about $89,812 at 4% or $59,875 at 6%; with 100% employer match about $67,359 at 4% or $44,906 at 6%.
Whitaker Securities 401K Plan-49$498,111$264,047$5,389iApproximate average salary by contribution assumption: employee only about $134,718 at 4% or $89,812 at 6%; with 50% employer match about $89,812 at 4% or $59,875 at 6%; with 100% employer match about $67,359 at 4% or $44,906 at 6%.
2007113$0$0-
Whitaker Securities 401K Plan-13---
2006116$524,146$141,471$8,842iApproximate average salary by contribution assumption: employee only about $221,048 at 4% or $147,366 at 6%; with 50% employer match about $147,366 at 4% or $98,244 at 6%; with 100% employer match about $110,524 at 4% or $73,683 at 6%.
Whitaker Securities 401K Plan-16$524,146$141,471$8,842iApproximate average salary by contribution assumption: employee only about $221,048 at 4% or $147,366 at 6%; with 50% employer match about $147,366 at 4% or $98,244 at 6%; with 100% employer match about $110,524 at 4% or $73,683 at 6%.
2005114$343,976$196,841$14,060iApproximate average salary by contribution assumption: employee only about $351,502 at 4% or $234,335 at 6%; with 50% employer match about $234,335 at 4% or $156,223 at 6%; with 100% employer match about $175,751 at 4% or $117,167 at 6%.
Whitaker Securities 401K Plan-14$343,976$196,841$14,060iApproximate average salary by contribution assumption: employee only about $351,502 at 4% or $234,335 at 6%; with 50% employer match about $234,335 at 4% or $156,223 at 6%; with 100% employer match about $175,751 at 4% or $117,167 at 6%.
2004134$164,495$103,849$3,054iApproximate average salary by contribution assumption: employee only about $76,360 at 4% or $50,906 at 6%; with 50% employer match about $50,906 at 4% or $33,938 at 6%; with 100% employer match about $38,180 at 4% or $25,453 at 6%.
Whitaker Securities 401K Plan-34$164,495$103,849$3,054iApproximate average salary by contribution assumption: employee only about $76,360 at 4% or $50,906 at 6%; with 50% employer match about $50,906 at 4% or $33,938 at 6%; with 100% employer match about $38,180 at 4% or $25,453 at 6%.