Timothy Whealon Inc.
Plan context: Timothy Whealon Inc. 401 (K) Profit Sharing Plan
EIN 13-3896049 • New York, NY • 14 filings • 3 plans
Current Snapshot
Latest Year
2020
2020 Participants
1
2020 Assets
$935,930
2020 Contributions
$58,273
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 1 | $935,930 | $58,273 | $58,273iApproximate average salary by contribution assumption: employee only about $1,456,825 at 4% or $971,217 at 6%; with 50% employer match about $971,217 at 4% or $647,478 at 6%; with 100% employer match about $728,413 at 4% or $485,608 at 6%. |
| Timothy Whealon Inc. 401 (K) Profit Sharing Plan | - | 1 | $935,930 | $58,273 | $58,273iApproximate average salary by contribution assumption: employee only about $1,456,825 at 4% or $971,217 at 6%; with 50% employer match about $971,217 at 4% or $647,478 at 6%; with 100% employer match about $728,413 at 4% or $485,608 at 6%. |
| 2019 | 1 | 1 | $743,861 | $34,250 | $34,250iApproximate average salary by contribution assumption: employee only about $856,250 at 4% or $570,833 at 6%; with 50% employer match about $570,833 at 4% or $380,556 at 6%; with 100% employer match about $428,125 at 4% or $285,417 at 6%. |
| Timothy Whealon Inc. 401 (K) Profit Sharing Plan | - | 1 | $743,861 | $34,250 | $34,250iApproximate average salary by contribution assumption: employee only about $856,250 at 4% or $570,833 at 6%; with 50% employer match about $570,833 at 4% or $380,556 at 6%; with 100% employer match about $428,125 at 4% or $285,417 at 6%. |
| 2018 | 1 | 1 | $568,039 | $5,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| Timothy Whealon Inc. 401 (K) Profit Sharing Plan | - | 1 | $568,039 | $5,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| 2017 | 1 | 1 | $624,975 | $0 | - |
| Timothy Whealon Inc. 401 (K) Profit Sharing Plan | - | 1 | $624,975 | - | - |
| 2016 | 1 | 1 | $541,231 | $0 | - |
| Timothy Whealon Inc. 401 (K) Profit Sharing Plan | - | 1 | $541,231 | - | - |
| 2015 | 1 | 1 | $527,175 | $0 | - |
| Timothy Whealon Inc. 401 (K) Profit Sharing Plan | - | 1 | $527,175 | - | - |
| 2014 | 1 | 2 | $545,214 | $19,110 | $9,555iApproximate average salary by contribution assumption: employee only about $238,875 at 4% or $159,250 at 6%; with 50% employer match about $159,250 at 4% or $106,167 at 6%; with 100% employer match about $119,438 at 4% or $79,625 at 6%. |
| Timothy Whealon Inc. 401 (K) Profit Sharing Plan | - | 2 | $545,214 | $19,110 | $9,555iApproximate average salary by contribution assumption: employee only about $238,875 at 4% or $159,250 at 6%; with 50% employer match about $159,250 at 4% or $106,167 at 6%; with 100% employer match about $119,438 at 4% or $79,625 at 6%. |
| 2013 | 1 | 1 | $506,065 | $17,500 | $17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%. |
| Timothy Whealon Inc. 401 (K) Profit Sharing Plan | - | 1 | $506,065 | $17,500 | $17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%. |
| 2012 | 1 | 1 | $443,216 | $0 | - |
| Timothy Whealon Inc. 401 (K) Profit Sharing Plan | - | 1 | $443,216 | - | - |
| 2011 | 1 | 2 | $447,155 | $0 | - |
| Timothy Whealon Inc. 401 (K) Profit Sharing Plan | - | 2 | $447,155 | - | - |
| 2010 | 1 | 2 | $445,538 | $2,681 | $1,341iApproximate average salary by contribution assumption: employee only about $33,513 at 4% or $22,342 at 6%; with 50% employer match about $22,342 at 4% or $14,894 at 6%; with 100% employer match about $16,756 at 4% or $11,171 at 6%. |
| Timothy Whealon Inc. 401 (K) Profit Sharing Plan | - | 2 | $445,538 | $2,681 | $1,341iApproximate average salary by contribution assumption: employee only about $33,513 at 4% or $22,342 at 6%; with 50% employer match about $22,342 at 4% or $14,894 at 6%; with 100% employer match about $16,756 at 4% or $11,171 at 6%. |
| 2009 | 1 | 2 | $440,846 | $0 | - |
| Timothy Whealon Inc. 401 (K) Profit Sharing Plan | - | 2 | $440,846 | - | - |
| 2008 | 1 | 1 | $446,911 | $58,656 | $58,656iApproximate average salary by contribution assumption: employee only about $1,466,400 at 4% or $977,600 at 6%; with 50% employer match about $977,600 at 4% or $651,733 at 6%; with 100% employer match about $733,200 at 4% or $488,800 at 6%. |
| Timothy Whealon Inc. 401 (K) Profit Sharing Plan | - | 1 | $446,911 | $58,656 | $58,656iApproximate average salary by contribution assumption: employee only about $1,466,400 at 4% or $977,600 at 6%; with 50% employer match about $977,600 at 4% or $651,733 at 6%; with 100% employer match about $733,200 at 4% or $488,800 at 6%. |
| 2007 | 1 | 2 | $0 | $0 | - |
| Timothy Whealon Inc. 401 (K) Profit Sharing Plan | - | 2 | - | - | - |