Civic Intelligence

Whitman Breed Abbott & Morgan LLC

Plan context: Whitman Breed Abbott & Morgan LLC 401(K) Plan

EIN 06-1432923 • Greenwich, CT • 26 filings • 4 plans

500 West Putnam AvenueGreenwich, CT 06830
Current Snapshot

Latest Year

2024

2024 Participants

46

2024 Assets

$27,991,145

2024 Contributions

$1,038,849

Historical Graphs

Total Assets Over Time

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

$27,991,145$13,995,573$0200120132024YearValue
$27,991,145Latest year 2024

Participants Over Time

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

58290200020122024YearValue
46Latest 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
2024146$27,991,145$1,038,849$22,584iApproximate average salary by contribution assumption: employee only about $564,592 at 4% or $376,395 at 6%; with 50% employer match about $376,395 at 4% or $250,930 at 6%; with 100% employer match about $282,296 at 4% or $188,197 at 6%.
Whitman Breed Abbott & Morgan LLC 401(K) Plan-46$27,991,145$1,038,849$22,584iApproximate average salary by contribution assumption: employee only about $564,592 at 4% or $376,395 at 6%; with 50% employer match about $376,395 at 4% or $250,930 at 6%; with 100% employer match about $282,296 at 4% or $188,197 at 6%.
2023145$24,715,934$1,078,544$23,968iApproximate average salary by contribution assumption: employee only about $599,191 at 4% or $399,461 at 6%; with 50% employer match about $399,461 at 4% or $266,307 at 6%; with 100% employer match about $299,596 at 4% or $199,730 at 6%.
Whitman Breed Abbott & Morgan LLC 401(K) Plan-45$24,715,934$1,078,544$23,968iApproximate average salary by contribution assumption: employee only about $599,191 at 4% or $399,461 at 6%; with 50% employer match about $399,461 at 4% or $266,307 at 6%; with 100% employer match about $299,596 at 4% or $199,730 at 6%.
2022149$19,730,117$1,081,097$22,063iApproximate average salary by contribution assumption: employee only about $551,580 at 4% or $367,720 at 6%; with 50% employer match about $367,720 at 4% or $245,147 at 6%; with 100% employer match about $275,790 at 4% or $183,860 at 6%.
Whitman Breed Abbott & Morgan LLC 401(K) Plan-49$19,730,117$1,081,097$22,063iApproximate average salary by contribution assumption: employee only about $551,580 at 4% or $367,720 at 6%; with 50% employer match about $367,720 at 4% or $245,147 at 6%; with 100% employer match about $275,790 at 4% or $183,860 at 6%.
2021148$24,891,204$930,797$19,392iApproximate average salary by contribution assumption: employee only about $484,790 at 4% or $323,193 at 6%; with 50% employer match about $323,193 at 4% or $215,462 at 6%; with 100% employer match about $242,395 at 4% or $161,597 at 6%.
Whitman Breed Abbott & Morgan LLC 401(K) Plan-48$24,891,204$930,797$19,392iApproximate average salary by contribution assumption: employee only about $484,790 at 4% or $323,193 at 6%; with 50% employer match about $323,193 at 4% or $215,462 at 6%; with 100% employer match about $242,395 at 4% or $161,597 at 6%.
2020149$20,272,284$803,693$16,402iApproximate average salary by contribution assumption: employee only about $410,047 at 4% or $273,365 at 6%; with 50% employer match about $273,365 at 4% or $182,243 at 6%; with 100% employer match about $205,024 at 4% or $136,682 at 6%.
Whitman Breed Abbott & Morgan LLC 401(K) Plan-49$20,272,284$803,693$16,402iApproximate average salary by contribution assumption: employee only about $410,047 at 4% or $273,365 at 6%; with 50% employer match about $273,365 at 4% or $182,243 at 6%; with 100% employer match about $205,024 at 4% or $136,682 at 6%.
2019140$16,098,845$843,831$21,096iApproximate average salary by contribution assumption: employee only about $527,394 at 4% or $351,596 at 6%; with 50% employer match about $351,596 at 4% or $234,398 at 6%; with 100% employer match about $263,697 at 4% or $175,798 at 6%.
Whitman Breed Abbott & Morgan LLC 401(K) Plan-40$16,098,845$843,831$21,096iApproximate average salary by contribution assumption: employee only about $527,394 at 4% or $351,596 at 6%; with 50% employer match about $351,596 at 4% or $234,398 at 6%; with 100% employer match about $263,697 at 4% or $175,798 at 6%.
2018149$12,847,769$727,473$14,846iApproximate average salary by contribution assumption: employee only about $371,160 at 4% or $247,440 at 6%; with 50% employer match about $247,440 at 4% or $164,960 at 6%; with 100% employer match about $185,580 at 4% or $123,720 at 6%.
Whitman Breed Abbott & Morgan LLC 401(K) Plan-49$12,847,769$727,473$14,846iApproximate average salary by contribution assumption: employee only about $371,160 at 4% or $247,440 at 6%; with 50% employer match about $247,440 at 4% or $164,960 at 6%; with 100% employer match about $185,580 at 4% or $123,720 at 6%.
2017149$15,311,926$722,672$14,748iApproximate average salary by contribution assumption: employee only about $368,710 at 4% or $245,807 at 6%; with 50% employer match about $245,807 at 4% or $163,871 at 6%; with 100% employer match about $184,355 at 4% or $122,903 at 6%.
Whitman Breed Abbott & Morgan LLC 401(K) Plan-49$15,311,926$722,672$14,748iApproximate average salary by contribution assumption: employee only about $368,710 at 4% or $245,807 at 6%; with 50% employer match about $245,807 at 4% or $163,871 at 6%; with 100% employer match about $184,355 at 4% or $122,903 at 6%.
2016142$12,654,843$2,016,920$48,022iApproximate average salary by contribution assumption: employee only about $1,200,548 at 4% or $800,365 at 6%; with 50% employer match about $800,365 at 4% or $533,577 at 6%; with 100% employer match about $600,274 at 4% or $400,183 at 6%.
Whitman Breed Abbott & Morgan LLC 401(K) Plan-42$12,654,843$2,016,920$48,022iApproximate average salary by contribution assumption: employee only about $1,200,548 at 4% or $800,365 at 6%; with 50% employer match about $800,365 at 4% or $533,577 at 6%; with 100% employer match about $600,274 at 4% or $400,183 at 6%.
2015138$10,065,076$628,066$16,528iApproximate average salary by contribution assumption: employee only about $413,201 at 4% or $275,468 at 6%; with 50% employer match about $275,468 at 4% or $183,645 at 6%; with 100% employer match about $206,601 at 4% or $137,734 at 6%.
Whitman Breed Abbott & Morgan LLC 401(K) Plan-38$10,065,076$628,066$16,528iApproximate average salary by contribution assumption: employee only about $413,201 at 4% or $275,468 at 6%; with 50% employer match about $275,468 at 4% or $183,645 at 6%; with 100% employer match about $206,601 at 4% or $137,734 at 6%.
2014138$9,625,482$610,821$16,074iApproximate average salary by contribution assumption: employee only about $401,856 at 4% or $267,904 at 6%; with 50% employer match about $267,904 at 4% or $178,603 at 6%; with 100% employer match about $200,928 at 4% or $133,952 at 6%.
Whitman Breed Abbott & Morgan LLC 401(K) Plan-38$9,625,482$610,821$16,074iApproximate average salary by contribution assumption: employee only about $401,856 at 4% or $267,904 at 6%; with 50% employer match about $267,904 at 4% or $178,603 at 6%; with 100% employer match about $200,928 at 4% or $133,952 at 6%.
2013138$8,433,119$583,516$15,356iApproximate average salary by contribution assumption: employee only about $383,892 at 4% or $255,928 at 6%; with 50% employer match about $255,928 at 4% or $170,619 at 6%; with 100% employer match about $191,946 at 4% or $127,964 at 6%.
Whitman Breed Abbott & Morgan LLC 401(K) Plan-38$8,433,119$583,516$15,356iApproximate average salary by contribution assumption: employee only about $383,892 at 4% or $255,928 at 6%; with 50% employer match about $255,928 at 4% or $170,619 at 6%; with 100% employer match about $191,946 at 4% or $127,964 at 6%.
2012137$6,472,761$516,466$13,959iApproximate average salary by contribution assumption: employee only about $348,964 at 4% or $232,642 at 6%; with 50% employer match about $232,642 at 4% or $155,095 at 6%; with 100% employer match about $174,482 at 4% or $116,321 at 6%.
Whitman Breed Abbott & Morgan LLC 401(K) Plan-37$6,472,761$516,466$13,959iApproximate average salary by contribution assumption: employee only about $348,964 at 4% or $232,642 at 6%; with 50% employer match about $232,642 at 4% or $155,095 at 6%; with 100% employer match about $174,482 at 4% or $116,321 at 6%.
2011136$5,375,704$515,274$14,313iApproximate average salary by contribution assumption: employee only about $357,829 at 4% or $238,553 at 6%; with 50% employer match about $238,553 at 4% or $159,035 at 6%; with 100% employer match about $178,915 at 4% or $119,276 at 6%.
Whitman Breed Abbott & Morgan LLC 401(K) Plan-36$5,375,704$515,274$14,313iApproximate average salary by contribution assumption: employee only about $357,829 at 4% or $238,553 at 6%; with 50% employer match about $238,553 at 4% or $159,035 at 6%; with 100% employer match about $178,915 at 4% or $119,276 at 6%.
2010135$5,083,737$482,498$13,786iApproximate average salary by contribution assumption: employee only about $344,641 at 4% or $229,761 at 6%; with 50% employer match about $229,761 at 4% or $153,174 at 6%; with 100% employer match about $172,321 at 4% or $114,880 at 6%.
Whitman Breed Abbott & Morgan LLC 401(K) Plan-35$5,083,737$482,498$13,786iApproximate average salary by contribution assumption: employee only about $344,641 at 4% or $229,761 at 6%; with 50% employer match about $229,761 at 4% or $153,174 at 6%; with 100% employer match about $172,321 at 4% or $114,880 at 6%.
2009139$4,210,577$557,038$14,283iApproximate average salary by contribution assumption: employee only about $357,076 at 4% or $238,050 at 6%; with 50% employer match about $238,050 at 4% or $158,700 at 6%; with 100% employer match about $178,538 at 4% or $119,025 at 6%.
Whitman Breed Abbott & Morgan LLC 401(K) Plan-39$4,210,577$557,038$14,283iApproximate average salary by contribution assumption: employee only about $357,076 at 4% or $238,050 at 6%; with 50% employer match about $238,050 at 4% or $158,700 at 6%; with 100% employer match about $178,538 at 4% or $119,025 at 6%.
2008136$2,938,215$538,693$14,964iApproximate average salary by contribution assumption: employee only about $374,092 at 4% or $249,395 at 6%; with 50% employer match about $249,395 at 4% or $166,263 at 6%; with 100% employer match about $187,046 at 4% or $124,697 at 6%.
Whitman Breed Abbott & Morgan LLC 401(K) Plan-36$2,938,215$538,693$14,964iApproximate average salary by contribution assumption: employee only about $374,092 at 4% or $249,395 at 6%; with 50% employer match about $249,395 at 4% or $166,263 at 6%; with 100% employer match about $187,046 at 4% or $124,697 at 6%.
2007142$3,976,778$566,385$13,485iApproximate average salary by contribution assumption: employee only about $337,134 at 4% or $224,756 at 6%; with 50% employer match about $224,756 at 4% or $149,837 at 6%; with 100% employer match about $168,567 at 4% or $112,378 at 6%.
Whitman Breed Abbott & Morgan LLC 401(K) Plan-42$3,976,778$566,385$13,485iApproximate average salary by contribution assumption: employee only about $337,134 at 4% or $224,756 at 6%; with 50% employer match about $224,756 at 4% or $149,837 at 6%; with 100% employer match about $168,567 at 4% or $112,378 at 6%.
2006139$3,354,559$560,256$14,366iApproximate average salary by contribution assumption: employee only about $359,138 at 4% or $239,426 at 6%; with 50% employer match about $239,426 at 4% or $159,617 at 6%; with 100% employer match about $179,569 at 4% or $119,713 at 6%.
Whitman Breed Abbott & Morgan LLC 401(K) Plan-39$3,354,559$560,256$14,366iApproximate average salary by contribution assumption: employee only about $359,138 at 4% or $239,426 at 6%; with 50% employer match about $239,426 at 4% or $159,617 at 6%; with 100% employer match about $179,569 at 4% or $119,713 at 6%.
2005140$2,645,653$559,997$14,000iApproximate average salary by contribution assumption: employee only about $349,998 at 4% or $233,332 at 6%; with 50% employer match about $233,332 at 4% or $155,555 at 6%; with 100% employer match about $174,999 at 4% or $116,666 at 6%.
Whitman Breed Abbott & Morgan LLC 401(K) Plan-40$2,645,653$559,997$14,000iApproximate average salary by contribution assumption: employee only about $349,998 at 4% or $233,332 at 6%; with 50% employer match about $233,332 at 4% or $155,555 at 6%; with 100% employer match about $174,999 at 4% or $116,666 at 6%.
2004136$2,004,630$549,996$15,278iApproximate average salary by contribution assumption: employee only about $381,942 at 4% or $254,628 at 6%; with 50% employer match about $254,628 at 4% or $169,752 at 6%; with 100% employer match about $190,971 at 4% or $127,314 at 6%.
Whitman Breed Abbott & Morgan LLC 401(K) Plan-36$2,004,630$549,996$15,278iApproximate average salary by contribution assumption: employee only about $381,942 at 4% or $254,628 at 6%; with 50% employer match about $254,628 at 4% or $169,752 at 6%; with 100% employer match about $190,971 at 4% or $127,314 at 6%.
2003140$1,520,914$533,120$13,328iApproximate average salary by contribution assumption: employee only about $333,200 at 4% or $222,133 at 6%; with 50% employer match about $222,133 at 4% or $148,089 at 6%; with 100% employer match about $166,600 at 4% or $111,067 at 6%.
Whitman Breed Abbott & Morgan LLC 401(K) Plan-40$1,520,914$533,120$13,328iApproximate average salary by contribution assumption: employee only about $333,200 at 4% or $222,133 at 6%; with 50% employer match about $222,133 at 4% or $148,089 at 6%; with 100% employer match about $166,600 at 4% or $111,067 at 6%.
2002138$807,214$588,625$15,490iApproximate average salary by contribution assumption: employee only about $387,253 at 4% or $258,169 at 6%; with 50% employer match about $258,169 at 4% or $172,113 at 6%; with 100% employer match about $193,627 at 4% or $129,084 at 6%.
Whitman Breed Abbott & Morgan LLC 401(K) Plan-38$807,214$588,625$15,490iApproximate average salary by contribution assumption: employee only about $387,253 at 4% or $258,169 at 6%; with 50% employer match about $258,169 at 4% or $172,113 at 6%; with 100% employer match about $193,627 at 4% or $129,084 at 6%.
2001258$288,360$304,245$5,246iApproximate average salary by contribution assumption: employee only about $131,140 at 4% or $87,427 at 6%; with 50% employer match about $87,427 at 4% or $58,284 at 6%; with 100% employer match about $65,570 at 4% or $43,713 at 6%.
Whitman Breed Abbott & Morgan LLC 401(K) Plan-37$288,360$304,245$8,223iApproximate average salary by contribution assumption: employee only about $205,571 at 4% or $137,047 at 6%; with 50% employer match about $137,047 at 4% or $91,365 at 6%; with 100% employer match about $102,785 at 4% or $68,524 at 6%.
Whitman Breed Abbott & Morgan LLC 401(K) Plan-58---
2000131$0$0-
Whitman Breed Abbott & Morgan LLC 401(K) Plan-31---