Civic Intelligence

Steven W. White & Associates PC.

Plan context: Steven W. White & Associates PC. Profit-Sharing Plan & Trust

EIN 04-3211656 • Worcesteer, MA • 26 filings • 5 plans

255 Park Avenue, Suite 1003Worcesteer, MA 01609
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$7,368,953

2024 Contributions

$161,771

Historical Graphs

Total Assets Over Time

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

$7,368,953$3,684,477$0199920122024YearValue
$7,368,953Latest year 2024

Participants Over Time

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

1370199920122024YearValue
11Latest 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
2024111$7,368,953$161,771$14,706iApproximate average salary by contribution assumption: employee only about $367,661 at 4% or $245,108 at 6%; with 50% employer match about $245,108 at 4% or $163,405 at 6%; with 100% employer match about $183,831 at 4% or $122,554 at 6%.
Steven W. White & Associates PC. Profit-Sharing Plan & Trust-11$7,368,953$161,771$14,706iApproximate average salary by contribution assumption: employee only about $367,661 at 4% or $245,108 at 6%; with 50% employer match about $245,108 at 4% or $163,405 at 6%; with 100% employer match about $183,831 at 4% or $122,554 at 6%.
2023111$6,699,929$167,912$15,265iApproximate average salary by contribution assumption: employee only about $381,618 at 4% or $254,412 at 6%; with 50% employer match about $254,412 at 4% or $169,608 at 6%; with 100% employer match about $190,809 at 4% or $127,206 at 6%.
Steven W. White & Associates PC. Profit-Sharing Plan & Trust-11$6,699,929$167,912$15,265iApproximate average salary by contribution assumption: employee only about $381,618 at 4% or $254,412 at 6%; with 50% employer match about $254,412 at 4% or $169,608 at 6%; with 100% employer match about $190,809 at 4% or $127,206 at 6%.
2022113$5,918,206$236,727$18,210iApproximate average salary by contribution assumption: employee only about $455,244 at 4% or $303,496 at 6%; with 50% employer match about $303,496 at 4% or $202,331 at 6%; with 100% employer match about $227,622 at 4% or $151,748 at 6%.
Steven W. White & Associates PC. Profit-Sharing Plan & Trust-13$5,918,206$236,727$18,210iApproximate average salary by contribution assumption: employee only about $455,244 at 4% or $303,496 at 6%; with 50% employer match about $303,496 at 4% or $202,331 at 6%; with 100% employer match about $227,622 at 4% or $151,748 at 6%.
2021112$6,476,392$138,194$11,516iApproximate average salary by contribution assumption: employee only about $287,904 at 4% or $191,936 at 6%; with 50% employer match about $191,936 at 4% or $127,957 at 6%; with 100% employer match about $143,952 at 4% or $95,968 at 6%.
Steven W. White & Associates PC. Profit-Sharing Plan & Trust-12$6,476,392$138,194$11,516iApproximate average salary by contribution assumption: employee only about $287,904 at 4% or $191,936 at 6%; with 50% employer match about $191,936 at 4% or $127,957 at 6%; with 100% employer match about $143,952 at 4% or $95,968 at 6%.
2020111$5,324,331$122,385$11,126iApproximate average salary by contribution assumption: employee only about $278,148 at 4% or $185,432 at 6%; with 50% employer match about $185,432 at 4% or $123,621 at 6%; with 100% employer match about $139,074 at 4% or $92,716 at 6%.
Steven W. White & Associates PC. Profit-Sharing Plan & Trust-11$5,324,331$122,385$11,126iApproximate average salary by contribution assumption: employee only about $278,148 at 4% or $185,432 at 6%; with 50% employer match about $185,432 at 4% or $123,621 at 6%; with 100% employer match about $139,074 at 4% or $92,716 at 6%.
2019111$4,786,258$194,260$17,660iApproximate average salary by contribution assumption: employee only about $441,500 at 4% or $294,333 at 6%; with 50% employer match about $294,333 at 4% or $196,222 at 6%; with 100% employer match about $220,750 at 4% or $147,167 at 6%.
Steven W. White & Associates PC. Profit-Sharing Plan & Trust-11$4,786,258$194,260$17,660iApproximate average salary by contribution assumption: employee only about $441,500 at 4% or $294,333 at 6%; with 50% employer match about $294,333 at 4% or $196,222 at 6%; with 100% employer match about $220,750 at 4% or $147,167 at 6%.
201817$3,791,476$227,131$32,447iApproximate average salary by contribution assumption: employee only about $811,182 at 4% or $540,788 at 6%; with 50% employer match about $540,788 at 4% or $360,525 at 6%; with 100% employer match about $405,591 at 4% or $270,394 at 6%.
Steven W. White & Associates PC. Profit-Sharing Plan & Trust-7$3,791,476$227,131$32,447iApproximate average salary by contribution assumption: employee only about $811,182 at 4% or $540,788 at 6%; with 50% employer match about $540,788 at 4% or $360,525 at 6%; with 100% employer match about $405,591 at 4% or $270,394 at 6%.
201715$3,758,732$146,000$29,200iApproximate average salary by contribution assumption: employee only about $730,000 at 4% or $486,667 at 6%; with 50% employer match about $486,667 at 4% or $324,444 at 6%; with 100% employer match about $365,000 at 4% or $243,333 at 6%.
Steven W. White & Associates PC. Profit-Sharing Plan & Trust-5$3,758,732$146,000$29,200iApproximate average salary by contribution assumption: employee only about $730,000 at 4% or $486,667 at 6%; with 50% employer match about $486,667 at 4% or $324,444 at 6%; with 100% employer match about $365,000 at 4% or $243,333 at 6%.
201616$3,123,015$147,525$24,588iApproximate average salary by contribution assumption: employee only about $614,688 at 4% or $409,792 at 6%; with 50% employer match about $409,792 at 4% or $273,194 at 6%; with 100% employer match about $307,344 at 4% or $204,896 at 6%.
Steven W. White & Associates PC. Profit-Sharing Plan & Trust-6$3,123,015$147,525$24,588iApproximate average salary by contribution assumption: employee only about $614,688 at 4% or $409,792 at 6%; with 50% employer match about $409,792 at 4% or $273,194 at 6%; with 100% employer match about $307,344 at 4% or $204,896 at 6%.
201515$2,729,343$142,974$28,595iApproximate average salary by contribution assumption: employee only about $714,870 at 4% or $476,580 at 6%; with 50% employer match about $476,580 at 4% or $317,720 at 6%; with 100% employer match about $357,435 at 4% or $238,290 at 6%.
Steven W. White & Associates PC. Profit-Sharing Plan & Trust-5$2,729,343$142,974$28,595iApproximate average salary by contribution assumption: employee only about $714,870 at 4% or $476,580 at 6%; with 50% employer match about $476,580 at 4% or $317,720 at 6%; with 100% employer match about $357,435 at 4% or $238,290 at 6%.
201415$2,692,139$136,052$27,210iApproximate average salary by contribution assumption: employee only about $680,260 at 4% or $453,507 at 6%; with 50% employer match about $453,507 at 4% or $302,338 at 6%; with 100% employer match about $340,130 at 4% or $226,753 at 6%.
Steven W. White & Associates PC. Profit-Sharing Plan & Trust-5$2,692,139$136,052$27,210iApproximate average salary by contribution assumption: employee only about $680,260 at 4% or $453,507 at 6%; with 50% employer match about $453,507 at 4% or $302,338 at 6%; with 100% employer match about $340,130 at 4% or $226,753 at 6%.
201315$2,458,259$133,452$26,690iApproximate average salary by contribution assumption: employee only about $667,260 at 4% or $444,840 at 6%; with 50% employer match about $444,840 at 4% or $296,560 at 6%; with 100% employer match about $333,630 at 4% or $222,420 at 6%.
Steven W. White & Associates PC. Profit-Sharing Plan & Trust-5$2,458,259$133,452$26,690iApproximate average salary by contribution assumption: employee only about $667,260 at 4% or $444,840 at 6%; with 50% employer match about $444,840 at 4% or $296,560 at 6%; with 100% employer match about $333,630 at 4% or $222,420 at 6%.
201215$2,034,051$131,370$26,274iApproximate average salary by contribution assumption: employee only about $656,850 at 4% or $437,900 at 6%; with 50% employer match about $437,900 at 4% or $291,933 at 6%; with 100% employer match about $328,425 at 4% or $218,950 at 6%.
Steven W. White & Associates PC. Profit-Sharing Plan & Trust-5$2,034,051$131,370$26,274iApproximate average salary by contribution assumption: employee only about $656,850 at 4% or $437,900 at 6%; with 50% employer match about $437,900 at 4% or $291,933 at 6%; with 100% employer match about $328,425 at 4% or $218,950 at 6%.
201115$1,819,602$132,596$26,519iApproximate average salary by contribution assumption: employee only about $662,980 at 4% or $441,987 at 6%; with 50% employer match about $441,987 at 4% or $294,658 at 6%; with 100% employer match about $331,490 at 4% or $220,993 at 6%.
Steven W. White & Associates PC. Profit-Sharing Plan & Trust-5$1,819,602$132,596$26,519iApproximate average salary by contribution assumption: employee only about $662,980 at 4% or $441,987 at 6%; with 50% employer match about $441,987 at 4% or $294,658 at 6%; with 100% employer match about $331,490 at 4% or $220,993 at 6%.
201016$1,992,256$142,877$23,813iApproximate average salary by contribution assumption: employee only about $595,321 at 4% or $396,881 at 6%; with 50% employer match about $396,881 at 4% or $264,587 at 6%; with 100% employer match about $297,660 at 4% or $198,440 at 6%.
Steven W. White & Associates PC. Profit-Sharing Plan & Trust-6$1,992,256$142,877$23,813iApproximate average salary by contribution assumption: employee only about $595,321 at 4% or $396,881 at 6%; with 50% employer match about $396,881 at 4% or $264,587 at 6%; with 100% employer match about $297,660 at 4% or $198,440 at 6%.
200916$1,704,859$137,660$22,943iApproximate average salary by contribution assumption: employee only about $573,583 at 4% or $382,389 at 6%; with 50% employer match about $382,389 at 4% or $254,926 at 6%; with 100% employer match about $286,792 at 4% or $191,194 at 6%.
Steven W. White & Associates PC. Profit-Sharing Plan & Trust-6$1,704,859$137,660$22,943iApproximate average salary by contribution assumption: employee only about $573,583 at 4% or $382,389 at 6%; with 50% employer match about $382,389 at 4% or $254,926 at 6%; with 100% employer match about $286,792 at 4% or $191,194 at 6%.
200816$1,257,031$130,397$21,733iApproximate average salary by contribution assumption: employee only about $543,321 at 4% or $362,214 at 6%; with 50% employer match about $362,214 at 4% or $241,476 at 6%; with 100% employer match about $271,660 at 4% or $181,107 at 6%.
Steven W. White & Associates PC. Profit-Sharing Plan & Trust-6$1,257,031$130,397$21,733iApproximate average salary by contribution assumption: employee only about $543,321 at 4% or $362,214 at 6%; with 50% employer match about $362,214 at 4% or $241,476 at 6%; with 100% employer match about $271,660 at 4% or $181,107 at 6%.
200716$1,496,732$130,432$21,739iApproximate average salary by contribution assumption: employee only about $543,467 at 4% or $362,311 at 6%; with 50% employer match about $362,311 at 4% or $241,541 at 6%; with 100% employer match about $271,733 at 4% or $181,156 at 6%.
Steven W. White & Associates PC. Profit-Sharing Plan & Trust-6$1,496,732$130,432$21,739iApproximate average salary by contribution assumption: employee only about $543,467 at 4% or $362,311 at 6%; with 50% employer match about $362,311 at 4% or $241,541 at 6%; with 100% employer match about $271,733 at 4% or $181,156 at 6%.
200615$1,346,789$114,673$22,935iApproximate average salary by contribution assumption: employee only about $573,365 at 4% or $382,243 at 6%; with 50% employer match about $382,243 at 4% or $254,829 at 6%; with 100% employer match about $286,683 at 4% or $191,122 at 6%.
Steven W. White & Associates PC. Profit-Sharing Plan & Trust-5$1,346,789$114,673$22,935iApproximate average salary by contribution assumption: employee only about $573,365 at 4% or $382,243 at 6%; with 50% employer match about $382,243 at 4% or $254,829 at 6%; with 100% employer match about $286,683 at 4% or $191,122 at 6%.
200515$1,100,382$107,343$21,469iApproximate average salary by contribution assumption: employee only about $536,715 at 4% or $357,810 at 6%; with 50% employer match about $357,810 at 4% or $238,540 at 6%; with 100% employer match about $268,358 at 4% or $178,905 at 6%.
Steven W. White & Associates PC. Profit-Sharing Plan & Trust-5$1,100,382$107,343$21,469iApproximate average salary by contribution assumption: employee only about $536,715 at 4% or $357,810 at 6%; with 50% employer match about $357,810 at 4% or $238,540 at 6%; with 100% employer match about $268,358 at 4% or $178,905 at 6%.
200416$1,022,297$210,923$35,154iApproximate average salary by contribution assumption: employee only about $878,846 at 4% or $585,897 at 6%; with 50% employer match about $585,897 at 4% or $390,598 at 6%; with 100% employer match about $439,423 at 4% or $292,949 at 6%.
Steven W. White & Associates PC. Profit-Sharing Plan & Trust-6$1,022,297$210,923$35,154iApproximate average salary by contribution assumption: employee only about $878,846 at 4% or $585,897 at 6%; with 50% employer match about $585,897 at 4% or $390,598 at 6%; with 100% employer match about $439,423 at 4% or $292,949 at 6%.
200316$724,763$99,223$16,537iApproximate average salary by contribution assumption: employee only about $413,429 at 4% or $275,619 at 6%; with 50% employer match about $275,619 at 4% or $183,746 at 6%; with 100% employer match about $206,715 at 4% or $137,810 at 6%.
Steven W. White & Associates PC. Profit-Sharing Plan & Trust-6$724,763$99,223$16,537iApproximate average salary by contribution assumption: employee only about $413,429 at 4% or $275,619 at 6%; with 50% employer match about $275,619 at 4% or $183,746 at 6%; with 100% employer match about $206,715 at 4% or $137,810 at 6%.
200216$477,610$92,888$15,481iApproximate average salary by contribution assumption: employee only about $387,033 at 4% or $258,022 at 6%; with 50% employer match about $258,022 at 4% or $172,015 at 6%; with 100% employer match about $193,517 at 4% or $129,011 at 6%.
Steven W. White & Associates PC. Profit-Sharing Plan & Trust-6$477,610$92,888$15,481iApproximate average salary by contribution assumption: employee only about $387,033 at 4% or $258,022 at 6%; with 50% employer match about $258,022 at 4% or $172,015 at 6%; with 100% employer match about $193,517 at 4% or $129,011 at 6%.
200115$526,922$56,240$11,248iApproximate average salary by contribution assumption: employee only about $281,200 at 4% or $187,467 at 6%; with 50% employer match about $187,467 at 4% or $124,978 at 6%; with 100% employer match about $140,600 at 4% or $93,733 at 6%.
Steven W. White & Associates PC. Profit-Sharing Plan & Trust-5$526,922$56,240$11,248iApproximate average salary by contribution assumption: employee only about $281,200 at 4% or $187,467 at 6%; with 50% employer match about $187,467 at 4% or $124,978 at 6%; with 100% employer match about $140,600 at 4% or $93,733 at 6%.
200015$668,405$52,899$10,580iApproximate average salary by contribution assumption: employee only about $264,495 at 4% or $176,330 at 6%; with 50% employer match about $176,330 at 4% or $117,553 at 6%; with 100% employer match about $132,248 at 4% or $88,165 at 6%.
Steven W. White & Associates PC. Profit-Sharing Plan & Trust-5$668,405$52,899$10,580iApproximate average salary by contribution assumption: employee only about $264,495 at 4% or $176,330 at 6%; with 50% employer match about $176,330 at 4% or $117,553 at 6%; with 100% employer match about $132,248 at 4% or $88,165 at 6%.
199915$906,505$51,211$10,242iApproximate average salary by contribution assumption: employee only about $256,055 at 4% or $170,703 at 6%; with 50% employer match about $170,703 at 4% or $113,802 at 6%; with 100% employer match about $128,028 at 4% or $85,352 at 6%.
Steven W. White & Associates PC. Profit-Sharing Plan & Trust-5$906,505$51,211$10,242iApproximate average salary by contribution assumption: employee only about $256,055 at 4% or $170,703 at 6%; with 50% employer match about $170,703 at 4% or $113,802 at 6%; with 100% employer match about $128,028 at 4% or $85,352 at 6%.