Wheatley Agency Inc.
Plan context: Wheatley Agency Inc./National Claims Administrators Inc. 401(K) Savings Plan
EIN 11-2280101 • Garden City, NY • 25 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
6
2024 Assets
$2,259,906
2024 Contributions
$93,391
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 | 1 | 6 | $2,259,906 | $93,391 | $15,565iApproximate average salary by contribution assumption: employee only about $389,129 at 4% or $259,419 at 6%; with 50% employer match about $259,419 at 4% or $172,946 at 6%; with 100% employer match about $194,565 at 4% or $129,710 at 6%. |
| Wheatley Agency Inc./National Claims Administrators Inc. 401(K) Savings Plan | - | 6 | $2,259,906 | $93,391 | $15,565iApproximate average salary by contribution assumption: employee only about $389,129 at 4% or $259,419 at 6%; with 50% employer match about $259,419 at 4% or $172,946 at 6%; with 100% employer match about $194,565 at 4% or $129,710 at 6%. |
| 2023 | 1 | 6 | $1,837,684 | $86,744 | $14,457iApproximate average salary by contribution assumption: employee only about $361,433 at 4% or $240,956 at 6%; with 50% employer match about $240,956 at 4% or $160,637 at 6%; with 100% employer match about $180,717 at 4% or $120,478 at 6%. |
| Wheatley Agency Inc./National Claims Administrators Inc. 401(K) Savings Plan | - | 6 | $1,837,684 | $86,744 | $14,457iApproximate average salary by contribution assumption: employee only about $361,433 at 4% or $240,956 at 6%; with 50% employer match about $240,956 at 4% or $160,637 at 6%; with 100% employer match about $180,717 at 4% or $120,478 at 6%. |
| 2022 | 1 | 6 | $1,507,600 | $81,366 | $13,561iApproximate average salary by contribution assumption: employee only about $339,025 at 4% or $226,017 at 6%; with 50% employer match about $226,017 at 4% or $150,678 at 6%; with 100% employer match about $169,513 at 4% or $113,008 at 6%. |
| Wheatley Agency Inc./National Claims Administrators Inc. 401(K) Savings Plan | - | 6 | $1,507,600 | $81,366 | $13,561iApproximate average salary by contribution assumption: employee only about $339,025 at 4% or $226,017 at 6%; with 50% employer match about $226,017 at 4% or $150,678 at 6%; with 100% employer match about $169,513 at 4% or $113,008 at 6%. |
| 2021 | 1 | 6 | $1,706,895 | $75,484 | $12,581iApproximate average salary by contribution assumption: employee only about $314,517 at 4% or $209,678 at 6%; with 50% employer match about $209,678 at 4% or $139,785 at 6%; with 100% employer match about $157,258 at 4% or $104,839 at 6%. |
| Wheatley Agency Inc./National Claims Administrators Inc. 401(K) Savings Plan | - | 6 | $1,706,895 | $75,484 | $12,581iApproximate average salary by contribution assumption: employee only about $314,517 at 4% or $209,678 at 6%; with 50% employer match about $209,678 at 4% or $139,785 at 6%; with 100% employer match about $157,258 at 4% or $104,839 at 6%. |
| 2020 | 1 | 6 | $1,424,294 | $69,300 | $11,550iApproximate average salary by contribution assumption: employee only about $288,750 at 4% or $192,500 at 6%; with 50% employer match about $192,500 at 4% or $128,333 at 6%; with 100% employer match about $144,375 at 4% or $96,250 at 6%. |
| Wheatley Agency Inc./National Claims Administrators Inc. 401(K) Savings Plan | - | 6 | $1,424,294 | $69,300 | $11,550iApproximate average salary by contribution assumption: employee only about $288,750 at 4% or $192,500 at 6%; with 50% employer match about $192,500 at 4% or $128,333 at 6%; with 100% employer match about $144,375 at 4% or $96,250 at 6%. |
| 2019 | 1 | 6 | $1,177,484 | $59,262 | $9,877iApproximate average salary by contribution assumption: employee only about $246,925 at 4% or $164,617 at 6%; with 50% employer match about $164,617 at 4% or $109,744 at 6%; with 100% employer match about $123,463 at 4% or $82,308 at 6%. |
| Wheatley Agency Inc./National Claims Administrators Inc. 401(K) Savings Plan | - | 6 | $1,177,484 | $59,262 | $9,877iApproximate average salary by contribution assumption: employee only about $246,925 at 4% or $164,617 at 6%; with 50% employer match about $164,617 at 4% or $109,744 at 6%; with 100% employer match about $123,463 at 4% or $82,308 at 6%. |
| 2018 | 1 | 6 | $897,723 | $47,235 | $7,873iApproximate average salary by contribution assumption: employee only about $196,813 at 4% or $131,208 at 6%; with 50% employer match about $131,208 at 4% or $87,472 at 6%; with 100% employer match about $98,406 at 4% or $65,604 at 6%. |
| Wheatley Agency Inc./National Claims Administrators Inc. 401(K) Savings Plan | - | 6 | $897,723 | $47,235 | $7,873iApproximate average salary by contribution assumption: employee only about $196,813 at 4% or $131,208 at 6%; with 50% employer match about $131,208 at 4% or $87,472 at 6%; with 100% employer match about $98,406 at 4% or $65,604 at 6%. |
| 2017 | 1 | 6 | $915,255 | $45,749 | $7,625iApproximate average salary by contribution assumption: employee only about $190,621 at 4% or $127,081 at 6%; with 50% employer match about $127,081 at 4% or $84,720 at 6%; with 100% employer match about $95,310 at 4% or $63,540 at 6%. |
| Wheatley Agency Inc./National Claims Administrators Inc. 401(K) Savings Plan | - | 6 | $915,255 | $45,749 | $7,625iApproximate average salary by contribution assumption: employee only about $190,621 at 4% or $127,081 at 6%; with 50% employer match about $127,081 at 4% or $84,720 at 6%; with 100% employer match about $95,310 at 4% or $63,540 at 6%. |
| 2016 | 1 | 6 | $734,412 | $45,083 | $7,514iApproximate average salary by contribution assumption: employee only about $187,846 at 4% or $125,231 at 6%; with 50% employer match about $125,231 at 4% or $83,487 at 6%; with 100% employer match about $93,923 at 4% or $62,615 at 6%. |
| Wheatley Agency Inc./National Claims Administrators Inc. 401(K) Savings Plan | - | 6 | $734,412 | $45,083 | $7,514iApproximate average salary by contribution assumption: employee only about $187,846 at 4% or $125,231 at 6%; with 50% employer match about $125,231 at 4% or $83,487 at 6%; with 100% employer match about $93,923 at 4% or $62,615 at 6%. |
| 2015 | 1 | 6 | $641,463 | $43,782 | $7,297iApproximate average salary by contribution assumption: employee only about $182,425 at 4% or $121,617 at 6%; with 50% employer match about $121,617 at 4% or $81,078 at 6%; with 100% employer match about $91,213 at 4% or $60,808 at 6%. |
| Wheatley Agency Inc./National Claims Administrators Inc. 401(K) Savings Plan | - | 6 | $641,463 | $43,782 | $7,297iApproximate average salary by contribution assumption: employee only about $182,425 at 4% or $121,617 at 6%; with 50% employer match about $121,617 at 4% or $81,078 at 6%; with 100% employer match about $91,213 at 4% or $60,808 at 6%. |
| 2014 | 1 | 5 | $597,476 | $33,351 | $6,670iApproximate average salary by contribution assumption: employee only about $166,755 at 4% or $111,170 at 6%; with 50% employer match about $111,170 at 4% or $74,113 at 6%; with 100% employer match about $83,378 at 4% or $55,585 at 6%. |
| Wheatley Agency Inc./National Claims Administrators Inc. 401(K) Savings Plan | - | 5 | $597,476 | $33,351 | $6,670iApproximate average salary by contribution assumption: employee only about $166,755 at 4% or $111,170 at 6%; with 50% employer match about $111,170 at 4% or $74,113 at 6%; with 100% employer match about $83,378 at 4% or $55,585 at 6%. |
| 2013 | 1 | 5 | $528,914 | $45,919 | $9,184iApproximate average salary by contribution assumption: employee only about $229,595 at 4% or $153,063 at 6%; with 50% employer match about $153,063 at 4% or $102,042 at 6%; with 100% employer match about $114,797 at 4% or $76,532 at 6%. |
| Wheatley Agency Inc./National Claims Administrators Inc. 401(K) Savings Plan | - | 5 | $528,914 | $45,919 | $9,184iApproximate average salary by contribution assumption: employee only about $229,595 at 4% or $153,063 at 6%; with 50% employer match about $153,063 at 4% or $102,042 at 6%; with 100% employer match about $114,797 at 4% or $76,532 at 6%. |
| 2012 | 1 | 6 | $384,699 | $25,101 | $4,184iApproximate average salary by contribution assumption: employee only about $104,588 at 4% or $69,725 at 6%; with 50% employer match about $69,725 at 4% or $46,483 at 6%; with 100% employer match about $52,294 at 4% or $34,863 at 6%. |
| Wheatley Agency Inc./National Claims Administrators Inc. 401(K) Savings Plan | - | 6 | $384,699 | $25,101 | $4,184iApproximate average salary by contribution assumption: employee only about $104,588 at 4% or $69,725 at 6%; with 50% employer match about $69,725 at 4% or $46,483 at 6%; with 100% employer match about $52,294 at 4% or $34,863 at 6%. |
| 2011 | 1 | 7 | $317,369 | $23,043 | $3,292iApproximate average salary by contribution assumption: employee only about $82,296 at 4% or $54,864 at 6%; with 50% employer match about $54,864 at 4% or $36,576 at 6%; with 100% employer match about $41,148 at 4% or $27,432 at 6%. |
| Wheatley Agency Inc./National Claims Administrators Inc. 401(K) Savings Plan | - | 7 | $317,369 | $23,043 | $3,292iApproximate average salary by contribution assumption: employee only about $82,296 at 4% or $54,864 at 6%; with 50% employer match about $54,864 at 4% or $36,576 at 6%; with 100% employer match about $41,148 at 4% or $27,432 at 6%. |
| 2010 | 1 | 5 | $300,464 | $18,659 | $3,732iApproximate average salary by contribution assumption: employee only about $93,295 at 4% or $62,197 at 6%; with 50% employer match about $62,197 at 4% or $41,464 at 6%; with 100% employer match about $46,648 at 4% or $31,098 at 6%. |
| Wheatley Agency Inc./National Claims Administrators Inc. 401(K) Savings Plan | - | 5 | $300,464 | $18,659 | $3,732iApproximate average salary by contribution assumption: employee only about $93,295 at 4% or $62,197 at 6%; with 50% employer match about $62,197 at 4% or $41,464 at 6%; with 100% employer match about $46,648 at 4% or $31,098 at 6%. |
| 2009 | 1 | 6 | $247,321 | $19,349 | $3,225iApproximate average salary by contribution assumption: employee only about $80,621 at 4% or $53,747 at 6%; with 50% employer match about $53,747 at 4% or $35,831 at 6%; with 100% employer match about $40,310 at 4% or $26,874 at 6%. |
| Wheatley Agency Inc./National Claims Administrators Inc. 401(K) Savings Plan | - | 6 | $247,321 | $19,349 | $3,225iApproximate average salary by contribution assumption: employee only about $80,621 at 4% or $53,747 at 6%; with 50% employer match about $53,747 at 4% or $35,831 at 6%; with 100% employer match about $40,310 at 4% or $26,874 at 6%. |
| 2008 | 1 | 6 | $266,907 | $24,672 | $4,112iApproximate average salary by contribution assumption: employee only about $102,800 at 4% or $68,533 at 6%; with 50% employer match about $68,533 at 4% or $45,689 at 6%; with 100% employer match about $51,400 at 4% or $34,267 at 6%. |
| Wheatley Agency Inc./National Claims Administrators Inc. 401(K) Savings Plan | - | 6 | $266,907 | $24,672 | $4,112iApproximate average salary by contribution assumption: employee only about $102,800 at 4% or $68,533 at 6%; with 50% employer match about $68,533 at 4% or $45,689 at 6%; with 100% employer match about $51,400 at 4% or $34,267 at 6%. |
| 2006 | 1 | 9 | $245,608 | $26,230 | $2,914iApproximate average salary by contribution assumption: employee only about $72,861 at 4% or $48,574 at 6%; with 50% employer match about $48,574 at 4% or $32,383 at 6%; with 100% employer match about $36,431 at 4% or $24,287 at 6%. |
| Wheatley Agency Inc./National Claims Administrators Inc. 401(K) Savings Plan | - | 9 | $245,608 | $26,230 | $2,914iApproximate average salary by contribution assumption: employee only about $72,861 at 4% or $48,574 at 6%; with 50% employer match about $48,574 at 4% or $32,383 at 6%; with 100% employer match about $36,431 at 4% or $24,287 at 6%. |
| 2005 | 1 | 7 | $192,155 | $26,771 | $3,824iApproximate average salary by contribution assumption: employee only about $95,611 at 4% or $63,740 at 6%; with 50% employer match about $63,740 at 4% or $42,494 at 6%; with 100% employer match about $47,805 at 4% or $31,870 at 6%. |
| Wheatley Agency Inc./National Claims Administrators Inc. 401(K) Savings Plan | - | 7 | $192,155 | $26,771 | $3,824iApproximate average salary by contribution assumption: employee only about $95,611 at 4% or $63,740 at 6%; with 50% employer match about $63,740 at 4% or $42,494 at 6%; with 100% employer match about $47,805 at 4% or $31,870 at 6%. |
| 2004 | 1 | 15 | $252,899 | $38,808 | $2,587iApproximate average salary by contribution assumption: employee only about $64,680 at 4% or $43,120 at 6%; with 50% employer match about $43,120 at 4% or $28,747 at 6%; with 100% employer match about $32,340 at 4% or $21,560 at 6%. |
| Wheatley Agency Inc./National Claims Administrators Inc. 401(K) Savings Plan | - | 15 | $252,899 | $38,808 | $2,587iApproximate average salary by contribution assumption: employee only about $64,680 at 4% or $43,120 at 6%; with 50% employer match about $43,120 at 4% or $28,747 at 6%; with 100% employer match about $32,340 at 4% or $21,560 at 6%. |
| 2003 | 1 | 23 | $209,932 | $37,375 | $1,625iApproximate average salary by contribution assumption: employee only about $40,625 at 4% or $27,083 at 6%; with 50% employer match about $27,083 at 4% or $18,056 at 6%; with 100% employer match about $20,313 at 4% or $13,542 at 6%. |
| Wheatley Agency Inc./National Claims Administrators Inc. 401(K) Savings Plan | - | 23 | $209,932 | $37,375 | $1,625iApproximate average salary by contribution assumption: employee only about $40,625 at 4% or $27,083 at 6%; with 50% employer match about $27,083 at 4% or $18,056 at 6%; with 100% employer match about $20,313 at 4% or $13,542 at 6%. |
| 2002 | 1 | 30 | $137,794 | $37,249 | $1,242iApproximate average salary by contribution assumption: employee only about $31,041 at 4% or $20,694 at 6%; with 50% employer match about $20,694 at 4% or $13,796 at 6%; with 100% employer match about $15,520 at 4% or $10,347 at 6%. |
| Wheatley Agency Inc./National Claims Administrators Inc. 401(K) Savings Plan | - | 30 | $137,794 | $37,249 | $1,242iApproximate average salary by contribution assumption: employee only about $31,041 at 4% or $20,694 at 6%; with 50% employer match about $20,694 at 4% or $13,796 at 6%; with 100% employer match about $15,520 at 4% or $10,347 at 6%. |
| 2001 | 1 | 19 | $0 | $0 | - |
| Wheatley Agency Inc./National Claims Administrators Inc. 401(K) Savings Plan | - | 19 | - | - | - |
| 2000 | 1 | 21 | $115,273 | $23,488 | $1,118iApproximate average salary by contribution assumption: employee only about $27,962 at 4% or $18,641 at 6%; with 50% employer match about $18,641 at 4% or $12,428 at 6%; with 100% employer match about $13,981 at 4% or $9,321 at 6%. |
| Wheatley Agency Inc./National Claims Administrators Inc. 401(K) Savings Plan | - | 21 | $115,273 | $23,488 | $1,118iApproximate average salary by contribution assumption: employee only about $27,962 at 4% or $18,641 at 6%; with 50% employer match about $18,641 at 4% or $12,428 at 6%; with 100% employer match about $13,981 at 4% or $9,321 at 6%. |
| 1999 | 1 | 16 | $101,556 | $31,041 | $1,940iApproximate average salary by contribution assumption: employee only about $48,502 at 4% or $32,334 at 6%; with 50% employer match about $32,334 at 4% or $21,556 at 6%; with 100% employer match about $24,251 at 4% or $16,167 at 6%. |
| Wheatley Agency Inc./National Claims Administrators Inc. 401(K) Savings Plan | - | 16 | $101,556 | $31,041 | $1,940iApproximate average salary by contribution assumption: employee only about $48,502 at 4% or $32,334 at 6%; with 50% employer match about $32,334 at 4% or $21,556 at 6%; with 100% employer match about $24,251 at 4% or $16,167 at 6%. |