Civic Intelligence

Whitney & Co.

Plan context: J.H. Whitney & Co. 401K Savings Plan

EIN 13-1534455 • New Canaan, CT • 20 filings • 8 plans

130 Main StreetNew Canaan, CT 06840
Current Snapshot

Latest Year

2013

2013 Participants

69

2013 Assets

$10,617,382

2013 Contributions

$432,363

Historical Graphs

Total Assets Over Time

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

$10,617,382$5,308,691$0199920062013YearValue
$10,617,382Latest year 2013

Participants Over Time

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

2511260199920062013YearValue
69Latest year 2013

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
2013169$10,617,382$432,363$6,266iApproximate average salary by contribution assumption: employee only about $156,653 at 4% or $104,436 at 6%; with 50% employer match about $104,436 at 4% or $69,624 at 6%; with 100% employer match about $78,327 at 4% or $52,218 at 6%.
J.H. Whitney & Co. 401K Savings Plan-69$10,617,382$432,363$6,266iApproximate average salary by contribution assumption: employee only about $156,653 at 4% or $104,436 at 6%; with 50% employer match about $104,436 at 4% or $69,624 at 6%; with 100% employer match about $78,327 at 4% or $52,218 at 6%.
2012172$9,151,065$570,801$7,928iApproximate average salary by contribution assumption: employee only about $198,195 at 4% or $132,130 at 6%; with 50% employer match about $132,130 at 4% or $88,087 at 6%; with 100% employer match about $99,097 at 4% or $66,065 at 6%.
J.H. Whitney & Co. 401K Savings Plan-72$9,151,065$570,801$7,928iApproximate average salary by contribution assumption: employee only about $198,195 at 4% or $132,130 at 6%; with 50% employer match about $132,130 at 4% or $88,087 at 6%; with 100% employer match about $99,097 at 4% or $66,065 at 6%.
2011177$8,298,657$497,005$6,455iApproximate average salary by contribution assumption: employee only about $161,365 at 4% or $107,577 at 6%; with 50% employer match about $107,577 at 4% or $71,718 at 6%; with 100% employer match about $80,683 at 4% or $53,788 at 6%.
J.H. Whitney & Co. 401K Savings Plan-77$8,298,657$497,005$6,455iApproximate average salary by contribution assumption: employee only about $161,365 at 4% or $107,577 at 6%; with 50% employer match about $107,577 at 4% or $71,718 at 6%; with 100% employer match about $80,683 at 4% or $53,788 at 6%.
2010184$8,927,799$621,356$7,397iApproximate average salary by contribution assumption: employee only about $184,927 at 4% or $123,285 at 6%; with 50% employer match about $123,285 at 4% or $82,190 at 6%; with 100% employer match about $92,464 at 4% or $61,642 at 6%.
J.H. Whitney & Co. 401K Savings Plan-84$8,927,799$621,356$7,397iApproximate average salary by contribution assumption: employee only about $184,927 at 4% or $123,285 at 6%; with 50% employer match about $123,285 at 4% or $82,190 at 6%; with 100% employer match about $92,464 at 4% or $61,642 at 6%.
2009146$8,917,746$1,174,140$25,525iApproximate average salary by contribution assumption: employee only about $638,120 at 4% or $425,413 at 6%; with 50% employer match about $425,413 at 4% or $283,609 at 6%; with 100% employer match about $319,060 at 4% or $212,707 at 6%.
J.H. Whitney & Co. 401K Savings Plan-46$8,917,746$1,174,140$25,525iApproximate average salary by contribution assumption: employee only about $638,120 at 4% or $425,413 at 6%; with 50% employer match about $425,413 at 4% or $283,609 at 6%; with 100% employer match about $319,060 at 4% or $212,707 at 6%.
2008153$6,915,650$836,388$15,781iApproximate average salary by contribution assumption: employee only about $394,523 at 4% or $263,015 at 6%; with 50% employer match about $263,015 at 4% or $175,343 at 6%; with 100% employer match about $197,261 at 4% or $131,508 at 6%.
J.H. Whitney & Co. 401K Savings Plan-53$6,915,650$836,388$15,781iApproximate average salary by contribution assumption: employee only about $394,523 at 4% or $263,015 at 6%; with 50% employer match about $263,015 at 4% or $175,343 at 6%; with 100% employer match about $197,261 at 4% or $131,508 at 6%.
2006148$9,228,392$666,615$13,888iApproximate average salary by contribution assumption: employee only about $347,195 at 4% or $231,464 at 6%; with 50% employer match about $231,464 at 4% or $154,309 at 6%; with 100% employer match about $173,598 at 4% or $115,732 at 6%.
J.H. Whitney & Co. 401K Savings Plan-48$9,228,392$666,615$13,888iApproximate average salary by contribution assumption: employee only about $347,195 at 4% or $231,464 at 6%; with 50% employer match about $231,464 at 4% or $154,309 at 6%; with 100% employer match about $173,598 at 4% or $115,732 at 6%.
2005146$8,119,151$706,290$15,354iApproximate average salary by contribution assumption: employee only about $383,853 at 4% or $255,902 at 6%; with 50% employer match about $255,902 at 4% or $170,601 at 6%; with 100% employer match about $191,927 at 4% or $127,951 at 6%.
J.H. Whitney & Co. 401K Savings Plan-46$8,119,151$706,290$15,354iApproximate average salary by contribution assumption: employee only about $383,853 at 4% or $255,902 at 6%; with 50% employer match about $255,902 at 4% or $170,601 at 6%; with 100% employer match about $191,927 at 4% or $127,951 at 6%.
2004147$7,539,013$866,917$18,445iApproximate average salary by contribution assumption: employee only about $461,126 at 4% or $307,417 at 6%; with 50% employer match about $307,417 at 4% or $204,945 at 6%; with 100% employer match about $230,563 at 4% or $153,709 at 6%.
J.H. Whitney & Co. 401K Savings Plan-47$7,539,013$866,917$18,445iApproximate average salary by contribution assumption: employee only about $461,126 at 4% or $307,417 at 6%; with 50% employer match about $307,417 at 4% or $204,945 at 6%; with 100% employer match about $230,563 at 4% or $153,709 at 6%.
2003148$6,342,879$703,246$14,651iApproximate average salary by contribution assumption: employee only about $366,274 at 4% or $244,183 at 6%; with 50% employer match about $244,183 at 4% or $162,788 at 6%; with 100% employer match about $183,137 at 4% or $122,091 at 6%.
J.H. Whitney & Co. 401K Savings Plan-48$6,342,879$703,246$14,651iApproximate average salary by contribution assumption: employee only about $366,274 at 4% or $244,183 at 6%; with 50% employer match about $244,183 at 4% or $162,788 at 6%; with 100% employer match about $183,137 at 4% or $122,091 at 6%.
2002165$5,917,411$785,334$12,082iApproximate average salary by contribution assumption: employee only about $302,052 at 4% or $201,368 at 6%; with 50% employer match about $201,368 at 4% or $134,245 at 6%; with 100% employer match about $151,026 at 4% or $100,684 at 6%.
J.H. Whitney & Co. 401K Savings Plan-65$5,917,411$785,334$12,082iApproximate average salary by contribution assumption: employee only about $302,052 at 4% or $201,368 at 6%; with 50% employer match about $201,368 at 4% or $134,245 at 6%; with 100% employer match about $151,026 at 4% or $100,684 at 6%.
20012115$6,476,439$3,345,563$29,092iApproximate average salary by contribution assumption: employee only about $727,296 at 4% or $484,864 at 6%; with 50% employer match about $484,864 at 4% or $323,243 at 6%; with 100% employer match about $363,648 at 4% or $242,432 at 6%.
J.H. Whitney & Co. 401K Savings Plan-115$6,476,439$1,960,543$17,048iApproximate average salary by contribution assumption: employee only about $426,205 at 4% or $284,137 at 6%; with 50% employer match about $284,137 at 4% or $189,424 at 6%; with 100% employer match about $213,103 at 4% or $142,068 at 6%.
WHITNEY & CO. HEALTH BENEFITS PLAN-107-$1,385,020$12,944iApproximate average salary by contribution assumption: employee only about $323,603 at 4% or $215,735 at 6%; with 50% employer match about $215,735 at 4% or $143,823 at 6%; with 100% employer match about $161,801 at 4% or $107,868 at 6%.
20005251$4,832,902$3,299,848$13,147iApproximate average salary by contribution assumption: employee only about $328,670 at 4% or $219,113 at 6%; with 50% employer match about $219,113 at 4% or $146,076 at 6%; with 100% employer match about $164,335 at 4% or $109,557 at 6%.
J.H. Whitney & Co. 401K Savings Plan-251$4,832,902$2,247,376$8,954iApproximate average salary by contribution assumption: employee only about $223,842 at 4% or $149,228 at 6%; with 50% employer match about $149,228 at 4% or $99,485 at 6%; with 100% employer match about $111,921 at 4% or $74,614 at 6%.
WHITNEY & CO. DENTAL, LIFE, AD&D AND LTD PLAN-176---
J.H. Whitney & Co. 401K Savings Plan-159---
WHITNEY & CO. HEALTH BENEFITS PLAN-184-$1,052,472$5,720iApproximate average salary by contribution assumption: employee only about $142,999 at 4% or $95,333 at 6%; with 50% employer match about $95,333 at 4% or $63,555 at 6%; with 100% employer match about $71,499 at 4% or $47,666 at 6%.
WHITNEY & CO. LTD PLAN-0---
19992152$4,018,634$1,078,092$7,093iApproximate average salary by contribution assumption: employee only about $177,318 at 4% or $118,212 at 6%; with 50% employer match about $118,212 at 4% or $78,808 at 6%; with 100% employer match about $88,659 at 4% or $59,106 at 6%.
J.H. Whitney & Co. 401K Savings Plan-150$3,009,103$662,815$4,419iApproximate average salary by contribution assumption: employee only about $110,469 at 4% or $73,646 at 6%; with 50% employer match about $73,646 at 4% or $49,097 at 6%; with 100% employer match about $55,235 at 4% or $36,823 at 6%.
J.H. Whitney & Co. Money Purchase Plan-152$1,009,531$415,277$2,732iApproximate average salary by contribution assumption: employee only about $68,302 at 4% or $45,535 at 6%; with 50% employer match about $45,535 at 4% or $30,357 at 6%; with 100% employer match about $34,151 at 4% or $22,767 at 6%.