Civic Intelligence

Whale Securities Co., L.P.

Plan context: Whale Securities Co., L.P. 401K Savings Plan

EIN 13-3409415 • 4 filings • 2 plans

Current Snapshot

Latest Year

2001

2001 Participants

112

2001 Assets

$1,644,153

2001 Contributions

$277,106

Historical Graphs

Total Assets Over Time

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

$3,154,970$1,577,485$019992001YearValue
$1,644,153Latest year 2001

Participants Over Time

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

129650199920002001YearValue
112Latest year 2001

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
20011112$1,644,153$277,106$2,474iApproximate average salary by contribution assumption: employee only about $61,854 at 4% or $41,236 at 6%; with 50% employer match about $41,236 at 4% or $27,491 at 6%; with 100% employer match about $30,927 at 4% or $20,618 at 6%.
Whale Securities Co., L.P. 401K Savings Plan-112$1,644,153$277,106$2,474iApproximate average salary by contribution assumption: employee only about $61,854 at 4% or $41,236 at 6%; with 50% employer match about $41,236 at 4% or $27,491 at 6%; with 100% employer match about $30,927 at 4% or $20,618 at 6%.
20001124$0$0-
Whale Securities Co., L.P. 401K Savings Plan-124---
19992129$3,154,970$420,337$3,258iApproximate average salary by contribution assumption: employee only about $81,461 at 4% or $54,307 at 6%; with 50% employer match about $54,307 at 4% or $36,205 at 6%; with 100% employer match about $40,730 at 4% or $27,154 at 6%.
Whale Securities Co., L.P. 401K Savings Plan-129$3,154,970$420,337$3,258iApproximate average salary by contribution assumption: employee only about $81,461 at 4% or $54,307 at 6%; with 50% employer match about $54,307 at 4% or $36,205 at 6%; with 100% employer match about $40,730 at 4% or $27,154 at 6%.
Whale Securities Group Insurance Plan-97---