Whole Life Inc.
Plan context: 401(K) Profit Sharing Plan for Employees of Whole Life Inc.
EIN 06-1204033 • New London, CT • 42 filings • 11 plans
Current Snapshot
Latest Year
2024
2024 Participants
224
2024 Assets
$5,481,595
2024 Contributions
$288,704
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 |
|---|---|---|---|---|---|
| 2024 | 4 | 224 | $5,481,595 | $288,704 | $1,289iApproximate average salary by contribution assumption: employee only about $32,221 at 4% or $21,481 at 6%; with 50% employer match about $21,481 at 4% or $14,321 at 6%; with 100% employer match about $16,111 at 4% or $10,740 at 6%. |
| 401(K) Profit Sharing Plan for Employees of Whole Life Inc. | - | 93 | $4,555,546 | $245,327 | $2,638iApproximate average salary by contribution assumption: employee only about $65,948 at 4% or $43,965 at 6%; with 50% employer match about $43,965 at 4% or $29,310 at 6%; with 100% employer match about $32,974 at 4% or $21,983 at 6%. |
| 401(K) Profit-Sharing Plan for Union Employees of Whole Life Inc. | - | 62 | $799,585 | $20,377 | $329iApproximate average salary by contribution assumption: employee only about $8,217 at 4% or $5,478 at 6%; with 50% employer match about $5,478 at 4% or $3,652 at 6%; with 100% employer match about $4,108 at 4% or $2,739 at 6%. |
| WHOLE LIFE, INC. | - | 1 | $126,464 | $23,000 | $23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%. |
| Whole Life Inc. Dental and Life, Add Plan | - | 224 | - | - | - |
| 2023 | 4 | 227 | $5,315,175 | $440,454 | $1,940iApproximate average salary by contribution assumption: employee only about $48,508 at 4% or $32,339 at 6%; with 50% employer match about $32,339 at 4% or $21,559 at 6%; with 100% employer match about $24,254 at 4% or $16,169 at 6%. |
| 401(K) Profit Sharing Plan for Employees of Whole Life Inc. | - | 100 | $4,479,852 | $392,076 | $3,921iApproximate average salary by contribution assumption: employee only about $98,019 at 4% or $65,346 at 6%; with 50% employer match about $65,346 at 4% or $43,564 at 6%; with 100% employer match about $49,010 at 4% or $32,673 at 6%. |
| 401(K) Profit-Sharing Plan for Union Employees of Whole Life Inc. | - | 67 | $742,936 | $25,878 | $386iApproximate average salary by contribution assumption: employee only about $9,656 at 4% or $6,437 at 6%; with 50% employer match about $6,437 at 4% or $4,292 at 6%; with 100% employer match about $4,828 at 4% or $3,219 at 6%. |
| WHOLE LIFE, INC. | - | 1 | $92,387 | $22,500 | $22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%. |
| Whole Life Inc. Dental and Life, Add Plan | - | 227 | - | - | - |
| 2022 | 4 | 309 | $4,548,496 | $318,338 | $1,030iApproximate average salary by contribution assumption: employee only about $25,756 at 4% or $17,170 at 6%; with 50% employer match about $17,170 at 4% or $11,447 at 6%; with 100% employer match about $12,878 at 4% or $8,585 at 6%. |
| 401(K) Profit Sharing Plan for Employees of Whole Life Inc. | - | 98 | $3,827,341 | $259,826 | $2,651iApproximate average salary by contribution assumption: employee only about $66,282 at 4% or $44,188 at 6%; with 50% employer match about $44,188 at 4% or $29,459 at 6%; with 100% employer match about $33,141 at 4% or $22,094 at 6%. |
| 401(K) Profit-Sharing Plan for Union Employees of Whole Life Inc. | - | 309 | $660,263 | $33,812 | $109iApproximate average salary by contribution assumption: employee only about $2,736 at 4% or $1,824 at 6%; with 50% employer match about $1,824 at 4% or $1,216 at 6%; with 100% employer match about $1,368 at 4% or $912 at 6%. |
| WHOLE LIFE, INC. | - | 1 | $60,892 | $24,700 | $24,700iApproximate average salary by contribution assumption: employee only about $617,500 at 4% or $411,667 at 6%; with 50% employer match about $411,667 at 4% or $274,444 at 6%; with 100% employer match about $308,750 at 4% or $205,833 at 6%. |
| Whole Life Inc. Dental and Life, Add Plan | - | 247 | - | - | - |
| 2021 | 4 | 313 | $4,329,684 | $410,558 | $1,312iApproximate average salary by contribution assumption: employee only about $32,792 at 4% or $21,861 at 6%; with 50% employer match about $21,861 at 4% or $14,574 at 6%; with 100% employer match about $16,396 at 4% or $10,931 at 6%. |
| 401(K) Profit Sharing Plan for Employees of Whole Life Inc. | - | 103 | $3,703,270 | $364,430 | $3,538iApproximate average salary by contribution assumption: employee only about $88,454 at 4% or $58,969 at 6%; with 50% employer match about $58,969 at 4% or $39,313 at 6%; with 100% employer match about $44,227 at 4% or $29,485 at 6%. |
| 401(K) Profit-Sharing Plan for Union Employees of Whole Life Inc. | - | 313 | $594,910 | $33,428 | $107iApproximate average salary by contribution assumption: employee only about $2,670 at 4% or $1,780 at 6%; with 50% employer match about $1,780 at 4% or $1,187 at 6%; with 100% employer match about $1,335 at 4% or $890 at 6%. |
| WHOLE LIFE, INC. | - | 1 | $31,504 | $12,700 | $12,700iApproximate average salary by contribution assumption: employee only about $317,500 at 4% or $211,667 at 6%; with 50% employer match about $211,667 at 4% or $141,111 at 6%; with 100% employer match about $158,750 at 4% or $105,833 at 6%. |
| Whole Life Inc. Dental and Life, Add Plan | - | 262 | - | - | - |
| 2020 | 4 | 360 | $4,803,570 | $356,335 | $990iApproximate average salary by contribution assumption: employee only about $24,745 at 4% or $16,497 at 6%; with 50% employer match about $16,497 at 4% or $10,998 at 6%; with 100% employer match about $12,373 at 4% or $8,248 at 6%. |
| 401(K) Profit Sharing Plan for Employees of Whole Life Inc. | - | 92 | $3,886,941 | $309,084 | $3,360iApproximate average salary by contribution assumption: employee only about $83,990 at 4% or $55,993 at 6%; with 50% employer match about $55,993 at 4% or $37,329 at 6%; with 100% employer match about $41,995 at 4% or $27,997 at 6%. |
| 401(K) Profit-Sharing Plan for Union Employees of Whole Life Inc. | - | 360 | $893,981 | $27,651 | $77iApproximate average salary by contribution assumption: employee only about $1,920 at 4% or $1,280 at 6%; with 50% employer match about $1,280 at 4% or $853 at 6%; with 100% employer match about $960 at 4% or $640 at 6%. |
| TAX DEFERRED ANNUITY PLAN OF WHOLE LIFE, INC. | - | 1 | $22,648 | $19,600 | $19,600iApproximate average salary by contribution assumption: employee only about $490,000 at 4% or $326,667 at 6%; with 50% employer match about $326,667 at 4% or $217,778 at 6%; with 100% employer match about $245,000 at 4% or $163,333 at 6%. |
| Whole Life Inc. Dental and Life, Add Plan | - | 287 | - | - | - |
| 2019 | 3 | 299 | $3,973,276 | $204,945 | $685iApproximate average salary by contribution assumption: employee only about $17,136 at 4% or $11,424 at 6%; with 50% employer match about $11,424 at 4% or $7,616 at 6%; with 100% employer match about $8,568 at 4% or $5,712 at 6%. |
| 401(K) Profit Sharing Plan for Employees of Whole Life Inc. | - | 87 | $3,264,881 | $145,624 | $1,674iApproximate average salary by contribution assumption: employee only about $41,846 at 4% or $27,897 at 6%; with 50% employer match about $27,897 at 4% or $18,598 at 6%; with 100% employer match about $20,923 at 4% or $13,949 at 6%. |
| 401(K) Profit-Sharing Plan for Union Employees of Whole Life Inc. | - | 275 | $708,395 | $59,321 | $216iApproximate average salary by contribution assumption: employee only about $5,393 at 4% or $3,595 at 6%; with 50% employer match about $3,595 at 4% or $2,397 at 6%; with 100% employer match about $2,696 at 4% or $1,798 at 6%. |
| Whole Life Inc. Dental and Life, Add Plan | - | 299 | - | - | - |
| 2018 | 3 | 351 | $3,959,189 | $403,700 | $1,150iApproximate average salary by contribution assumption: employee only about $28,754 at 4% or $19,169 at 6%; with 50% employer match about $19,169 at 4% or $12,779 at 6%; with 100% employer match about $14,377 at 4% or $9,585 at 6%. |
| 401(K) Profit Sharing Plan for Employees of Whole Life Inc. | - | 91 | $3,248,794 | $375,602 | $4,127iApproximate average salary by contribution assumption: employee only about $103,187 at 4% or $68,792 at 6%; with 50% employer match about $68,792 at 4% or $45,861 at 6%; with 100% employer match about $51,594 at 4% or $34,396 at 6%. |
| 401(K) Profit-Sharing Plan for Union Employees of Whole Life Inc. | - | 351 | $710,395 | $28,098 | $80iApproximate average salary by contribution assumption: employee only about $2,001 at 4% or $1,334 at 6%; with 50% employer match about $1,334 at 4% or $889 at 6%; with 100% employer match about $1,001 at 4% or $667 at 6%. |
| Whole Life Inc. Dental and Life, Add Plan | - | 259 | - | - | - |
| 2017 | 3 | 255 | $3,557,383 | $125,554 | $492iApproximate average salary by contribution assumption: employee only about $12,309 at 4% or $8,206 at 6%; with 50% employer match about $8,206 at 4% or $5,471 at 6%; with 100% employer match about $6,155 at 4% or $4,103 at 6%. |
| 401(K) Profit Sharing Plan for Employees of Whole Life Inc. | - | 74 | $2,919,998 | $107,700 | $1,455iApproximate average salary by contribution assumption: employee only about $36,385 at 4% or $24,257 at 6%; with 50% employer match about $24,257 at 4% or $16,171 at 6%; with 100% employer match about $18,193 at 4% or $12,128 at 6%. |
| 401(K) Profit-Sharing Plan for Union Employees of Whole Life Inc. | - | 71 | $637,385 | $17,854 | $251iApproximate average salary by contribution assumption: employee only about $6,287 at 4% or $4,191 at 6%; with 50% employer match about $4,191 at 4% or $2,794 at 6%; with 100% employer match about $3,143 at 4% or $2,096 at 6%. |
| Whole Life Inc. Dental and Life, Add Plan | - | 255 | - | - | - |
| 2016 | 2 | 136 | $2,857,297 | $171,073 | $1,258iApproximate average salary by contribution assumption: employee only about $31,447 at 4% or $20,965 at 6%; with 50% employer match about $20,965 at 4% or $13,977 at 6%; with 100% employer match about $15,724 at 4% or $10,482 at 6%. |
| 401(K) Profit Sharing Plan for Employees of Whole Life Inc. | - | 70 | $2,857,297 | $171,073 | $2,444iApproximate average salary by contribution assumption: employee only about $61,098 at 4% or $40,732 at 6%; with 50% employer match about $40,732 at 4% or $27,154 at 6%; with 100% employer match about $30,549 at 4% or $20,366 at 6%. |
| Whole Life Inc. Dental and Life, Add Plan | - | 136 | - | - | - |
| 2015 | 2 | 153 | $2,978,073 | $317,077 | $2,072iApproximate average salary by contribution assumption: employee only about $51,810 at 4% or $34,540 at 6%; with 50% employer match about $34,540 at 4% or $23,027 at 6%; with 100% employer match about $25,905 at 4% or $17,270 at 6%. |
| 401(K) Profit Sharing Plan for Employees of Whole Life Inc. | - | 64 | $2,978,073 | $317,077 | $4,954iApproximate average salary by contribution assumption: employee only about $123,858 at 4% or $82,572 at 6%; with 50% employer match about $82,572 at 4% or $55,048 at 6%; with 100% employer match about $61,929 at 4% or $41,286 at 6%. |
| Whole Life Inc. Dental and Life, Add Plan | - | 153 | - | - | - |
| 2014 | 2 | 142 | $3,211,395 | $366,579 | $2,582iApproximate average salary by contribution assumption: employee only about $64,539 at 4% or $43,026 at 6%; with 50% employer match about $43,026 at 4% or $28,684 at 6%; with 100% employer match about $32,269 at 4% or $21,513 at 6%. |
| 401(K) Profit Sharing Plan for Employees of Whole Life Inc. | - | 63 | $3,211,395 | $366,579 | $5,819iApproximate average salary by contribution assumption: employee only about $145,468 at 4% or $96,979 at 6%; with 50% employer match about $96,979 at 4% or $64,652 at 6%; with 100% employer match about $72,734 at 4% or $48,489 at 6%. |
| Whole Life Inc. Dental and Life, Add Plan | - | 142 | - | - | - |
| 2013 | 2 | 149 | $3,016,526 | $270,550 | $1,816iApproximate average salary by contribution assumption: employee only about $45,394 at 4% or $30,263 at 6%; with 50% employer match about $30,263 at 4% or $20,175 at 6%; with 100% employer match about $22,697 at 4% or $15,131 at 6%. |
| 401(K) Profit Sharing Plan for Employees of Whole Life Inc. | - | 54 | $3,016,526 | $270,550 | $5,010iApproximate average salary by contribution assumption: employee only about $125,255 at 4% or $83,503 at 6%; with 50% employer match about $83,503 at 4% or $55,669 at 6%; with 100% employer match about $62,627 at 4% or $41,752 at 6%. |
| Whole Life Inc. Dental and Life, Add Plan | - | 149 | - | - | - |
| 2012 | 2 | 158 | $2,673,226 | $339,135 | $2,146iApproximate average salary by contribution assumption: employee only about $53,661 at 4% or $35,774 at 6%; with 50% employer match about $35,774 at 4% or $23,849 at 6%; with 100% employer match about $26,830 at 4% or $17,887 at 6%. |
| 401(K) Profit Sharing Plan for Employees of Whole Life Inc. | - | 57 | $2,673,226 | $339,135 | $5,950iApproximate average salary by contribution assumption: employee only about $148,743 at 4% or $99,162 at 6%; with 50% employer match about $99,162 at 4% or $66,108 at 6%; with 100% employer match about $74,372 at 4% or $49,581 at 6%. |
| Whole Life Inc. Dental and Life, Add Plan | - | 158 | - | - | - |
| 2011 | 1 | 159 | $0 | $0 | - |
| Whole Life Inc. Dental and Life, Add Plan | - | 159 | - | - | - |
| 2010 | 1 | 166 | $0 | $0 | - |
| Whole Life Inc. Dental and Life, Add Plan | - | 166 | - | - | - |
| 2009 | 1 | 112 | $0 | $0 | - |
| Whole Life Inc. Dental and Life, Add Plan | - | 112 | - | - | - |