Civic Intelligence

Steven R. Whitman

Plan context: Steven R. Whitman 401(K) Profit Sharing Plan

EIN 04-3006713 • Boston, MA • 20 filings • 2 plans

197 Portland Street, Floor 5Boston, MA 02114-1716
Current Snapshot

Latest Year

2021

2021 Participants

7

2021 Assets

$2,034,268

2021 Contributions

$139,365

Historical Graphs

Total Assets Over Time

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

$2,034,268$1,017,134$0200020122020YearValue
$2,034,268Latest year 2020

Participants Over Time

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

840200020112020YearValue
7Latest year 2020

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
202110$0$139,365-
Steven R. Whitman 401(K) Profit Sharing Plan-0$0$139,365-
202017$2,034,268$143,946$20,564iApproximate average salary by contribution assumption: employee only about $514,093 at 4% or $342,729 at 6%; with 50% employer match about $342,729 at 4% or $228,486 at 6%; with 100% employer match about $257,046 at 4% or $171,364 at 6%.
Steven R. Whitman 401(K) Profit Sharing Plan-7$2,034,268$143,946$20,564iApproximate average salary by contribution assumption: employee only about $514,093 at 4% or $342,729 at 6%; with 50% employer match about $342,729 at 4% or $228,486 at 6%; with 100% employer match about $257,046 at 4% or $171,364 at 6%.
201917$1,615,528$98,554$14,079iApproximate average salary by contribution assumption: employee only about $351,979 at 4% or $234,652 at 6%; with 50% employer match about $234,652 at 4% or $156,435 at 6%; with 100% employer match about $175,989 at 4% or $117,326 at 6%.
Steven R. Whitman 401(K) Profit Sharing Plan-7$1,615,528$98,554$14,079iApproximate average salary by contribution assumption: employee only about $351,979 at 4% or $234,652 at 6%; with 50% employer match about $234,652 at 4% or $156,435 at 6%; with 100% employer match about $175,989 at 4% or $117,326 at 6%.
201816$1,247,727$137,126$22,854iApproximate average salary by contribution assumption: employee only about $571,358 at 4% or $380,906 at 6%; with 50% employer match about $380,906 at 4% or $253,937 at 6%; with 100% employer match about $285,679 at 4% or $190,453 at 6%.
Steven R. Whitman 401(K) Profit Sharing Plan-6$1,247,727$137,126$22,854iApproximate average salary by contribution assumption: employee only about $571,358 at 4% or $380,906 at 6%; with 50% employer match about $380,906 at 4% or $253,937 at 6%; with 100% employer match about $285,679 at 4% or $190,453 at 6%.
201716$1,190,112$75,031$12,505iApproximate average salary by contribution assumption: employee only about $312,629 at 4% or $208,419 at 6%; with 50% employer match about $208,419 at 4% or $138,946 at 6%; with 100% employer match about $156,315 at 4% or $104,210 at 6%.
Steven R. Whitman 401(K) Profit Sharing Plan-6$1,190,112$75,031$12,505iApproximate average salary by contribution assumption: employee only about $312,629 at 4% or $208,419 at 6%; with 50% employer match about $208,419 at 4% or $138,946 at 6%; with 100% employer match about $156,315 at 4% or $104,210 at 6%.
201616$948,377$65,490$10,915iApproximate average salary by contribution assumption: employee only about $272,875 at 4% or $181,917 at 6%; with 50% employer match about $181,917 at 4% or $121,278 at 6%; with 100% employer match about $136,438 at 4% or $90,958 at 6%.
Steven R. Whitman 401(K) Profit Sharing Plan-6$948,377$65,490$10,915iApproximate average salary by contribution assumption: employee only about $272,875 at 4% or $181,917 at 6%; with 50% employer match about $181,917 at 4% or $121,278 at 6%; with 100% employer match about $136,438 at 4% or $90,958 at 6%.
201517$829,742$134,813$19,259iApproximate average salary by contribution assumption: employee only about $481,475 at 4% or $320,983 at 6%; with 50% employer match about $320,983 at 4% or $213,989 at 6%; with 100% employer match about $240,738 at 4% or $160,492 at 6%.
Steven R. Whitman 401(K) Profit Sharing Plan-7$829,742$134,813$19,259iApproximate average salary by contribution assumption: employee only about $481,475 at 4% or $320,983 at 6%; with 50% employer match about $320,983 at 4% or $213,989 at 6%; with 100% employer match about $240,738 at 4% or $160,492 at 6%.
201418$716,890$71,207$8,901iApproximate average salary by contribution assumption: employee only about $222,522 at 4% or $148,348 at 6%; with 50% employer match about $148,348 at 4% or $98,899 at 6%; with 100% employer match about $111,261 at 4% or $74,174 at 6%.
Steven R. Whitman 401(K) Profit Sharing Plan-8$716,890$71,207$8,901iApproximate average salary by contribution assumption: employee only about $222,522 at 4% or $148,348 at 6%; with 50% employer match about $148,348 at 4% or $98,899 at 6%; with 100% employer match about $111,261 at 4% or $74,174 at 6%.
201315$609,205$69,215$13,843iApproximate average salary by contribution assumption: employee only about $346,075 at 4% or $230,717 at 6%; with 50% employer match about $230,717 at 4% or $153,811 at 6%; with 100% employer match about $173,038 at 4% or $115,358 at 6%.
Steven R. Whitman 401(K) Profit Sharing Plan-5$609,205$69,215$13,843iApproximate average salary by contribution assumption: employee only about $346,075 at 4% or $230,717 at 6%; with 50% employer match about $230,717 at 4% or $153,811 at 6%; with 100% employer match about $173,038 at 4% or $115,358 at 6%.
201215$464,496$68,268$13,654iApproximate average salary by contribution assumption: employee only about $341,340 at 4% or $227,560 at 6%; with 50% employer match about $227,560 at 4% or $151,707 at 6%; with 100% employer match about $170,670 at 4% or $113,780 at 6%.
Steven R. Whitman 401(K) Profit Sharing Plan-5$464,496$68,268$13,654iApproximate average salary by contribution assumption: employee only about $341,340 at 4% or $227,560 at 6%; with 50% employer match about $227,560 at 4% or $151,707 at 6%; with 100% employer match about $170,670 at 4% or $113,780 at 6%.
201116$348,367$65,112$10,852iApproximate average salary by contribution assumption: employee only about $271,300 at 4% or $180,867 at 6%; with 50% employer match about $180,867 at 4% or $120,578 at 6%; with 100% employer match about $135,650 at 4% or $90,433 at 6%.
Steven R. Whitman 401(K) Profit Sharing Plan-6$348,367$65,112$10,852iApproximate average salary by contribution assumption: employee only about $271,300 at 4% or $180,867 at 6%; with 50% employer match about $180,867 at 4% or $120,578 at 6%; with 100% employer match about $135,650 at 4% or $90,433 at 6%.
201014$294,878$38,384$9,596iApproximate average salary by contribution assumption: employee only about $239,900 at 4% or $159,933 at 6%; with 50% employer match about $159,933 at 4% or $106,622 at 6%; with 100% employer match about $119,950 at 4% or $79,967 at 6%.
Steven R. Whitman 401(K) Profit Sharing Plan-4$294,878$38,384$9,596iApproximate average salary by contribution assumption: employee only about $239,900 at 4% or $159,933 at 6%; with 50% employer match about $159,933 at 4% or $106,622 at 6%; with 100% employer match about $119,950 at 4% or $79,967 at 6%.
200913$227,664$56,788$18,929iApproximate average salary by contribution assumption: employee only about $473,233 at 4% or $315,489 at 6%; with 50% employer match about $315,489 at 4% or $210,326 at 6%; with 100% employer match about $236,617 at 4% or $157,744 at 6%.
Steven R. Whitman 401(K) Profit Sharing Plan-3$227,664$56,788$18,929iApproximate average salary by contribution assumption: employee only about $473,233 at 4% or $315,489 at 6%; with 50% employer match about $315,489 at 4% or $210,326 at 6%; with 100% employer match about $236,617 at 4% or $157,744 at 6%.
200812$126,425$27,992$13,996iApproximate average salary by contribution assumption: employee only about $349,900 at 4% or $233,267 at 6%; with 50% employer match about $233,267 at 4% or $155,511 at 6%; with 100% employer match about $174,950 at 4% or $116,633 at 6%.
Steven R. Whitman 401(K) Profit Sharing Plan-2$126,425$27,992$13,996iApproximate average salary by contribution assumption: employee only about $349,900 at 4% or $233,267 at 6%; with 50% employer match about $233,267 at 4% or $155,511 at 6%; with 100% employer match about $174,950 at 4% or $116,633 at 6%.
200713$0$0-
Steven R. Whitman 401(K) Profit Sharing Plan-3---
200615$168,965$46,811$9,362iApproximate average salary by contribution assumption: employee only about $234,055 at 4% or $156,037 at 6%; with 50% employer match about $156,037 at 4% or $104,024 at 6%; with 100% employer match about $117,028 at 4% or $78,018 at 6%.
Steven R. Whitman 401(K) Profit Sharing Plan-5$168,965$46,811$9,362iApproximate average salary by contribution assumption: employee only about $234,055 at 4% or $156,037 at 6%; with 50% employer match about $156,037 at 4% or $104,024 at 6%; with 100% employer match about $117,028 at 4% or $78,018 at 6%.
200511$111,594$19,808$19,808iApproximate average salary by contribution assumption: employee only about $495,200 at 4% or $330,133 at 6%; with 50% employer match about $330,133 at 4% or $220,089 at 6%; with 100% employer match about $247,600 at 4% or $165,067 at 6%.
Steven R. Whitman 401(K) Profit Sharing Plan-1$111,594$19,808$19,808iApproximate average salary by contribution assumption: employee only about $495,200 at 4% or $330,133 at 6%; with 50% employer match about $330,133 at 4% or $220,089 at 6%; with 100% employer match about $247,600 at 4% or $165,067 at 6%.
200412$0$0-
Steven R. Whitman 401(K) Profit Sharing Plan-2---
200313$59,421$22,043$7,348iApproximate average salary by contribution assumption: employee only about $183,692 at 4% or $122,461 at 6%; with 50% employer match about $122,461 at 4% or $81,641 at 6%; with 100% employer match about $91,846 at 4% or $61,231 at 6%.
Steven R. Whitman 401(K) Profit Sharing Plan-3$59,421$22,043$7,348iApproximate average salary by contribution assumption: employee only about $183,692 at 4% or $122,461 at 6%; with 50% employer match about $122,461 at 4% or $81,641 at 6%; with 100% employer match about $91,846 at 4% or $61,231 at 6%.
200012$1,324$1,402$701iApproximate average salary by contribution assumption: employee only about $17,525 at 4% or $11,683 at 6%; with 50% employer match about $11,683 at 4% or $7,789 at 6%; with 100% employer match about $8,763 at 4% or $5,842 at 6%.
Steven R. Whitman 401(K) Profit Sharing Plan-2$1,324$1,402$701iApproximate average salary by contribution assumption: employee only about $17,525 at 4% or $11,683 at 6%; with 50% employer match about $11,683 at 4% or $7,789 at 6%; with 100% employer match about $8,763 at 4% or $5,842 at 6%.
Steven R. Whitman | EIN 04-3006713 | 2021 Form 5500 Company Profile