Civic Intelligence

Patsy Whitney LLC

Plan context: Patsy Whitney 401(K) Profit Sharing Plan

EIN 14-1834352 • Hull, MA • 22 filings • 2 plans

7 Bay StreetHull, MA 02045
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$100,990

2024 Contributions

$12,000

Historical Graphs

Total Assets Over Time

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

$2,408,798$1,204,399$0200220142023YearValue
$100,990Latest year 2023

Participants Over Time

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

320200220132023YearValue
1Latest year 2023

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
202410$0$0-
Patsy Whitney 401(K) Profit Sharing Plan-0$0--
202311$100,990$12,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
Patsy Whitney 401(K) Profit Sharing Plan-1$100,990$12,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
202211$76,463$27,000$27,000iApproximate average salary by contribution assumption: employee only about $675,000 at 4% or $450,000 at 6%; with 50% employer match about $450,000 at 4% or $300,000 at 6%; with 100% employer match about $337,500 at 4% or $225,000 at 6%.
Patsy Whitney 401(K) Profit Sharing Plan-1$76,463$27,000$27,000iApproximate average salary by contribution assumption: employee only about $675,000 at 4% or $450,000 at 6%; with 50% employer match about $450,000 at 4% or $300,000 at 6%; with 100% employer match about $337,500 at 4% or $225,000 at 6%.
202111$63,502$26,000$26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%.
Patsy Whitney 401(K) Profit Sharing Plan-1$63,502$26,000$26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%.
202011$32,854$15,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Patsy Whitney 401(K) Profit Sharing Plan-1$32,854$15,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
201911$15,000$15,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Patsy Whitney 401(K) Profit Sharing Plan-1$15,000$15,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
201812$833,244$30,100$15,050iApproximate average salary by contribution assumption: employee only about $376,250 at 4% or $250,833 at 6%; with 50% employer match about $250,833 at 4% or $167,222 at 6%; with 100% employer match about $188,125 at 4% or $125,417 at 6%.
Patsy Whitney 401(K) Profit Sharing Plan-2$833,244$30,100$15,050iApproximate average salary by contribution assumption: employee only about $376,250 at 4% or $250,833 at 6%; with 50% employer match about $250,833 at 4% or $167,222 at 6%; with 100% employer match about $188,125 at 4% or $125,417 at 6%.
201713$1,877,177$76,883$25,628iApproximate average salary by contribution assumption: employee only about $640,692 at 4% or $427,128 at 6%; with 50% employer match about $427,128 at 4% or $284,752 at 6%; with 100% employer match about $320,346 at 4% or $213,564 at 6%.
Patsy Whitney 401(K) Profit Sharing Plan-3$1,877,177$76,883$25,628iApproximate average salary by contribution assumption: employee only about $640,692 at 4% or $427,128 at 6%; with 50% employer match about $427,128 at 4% or $284,752 at 6%; with 100% employer match about $320,346 at 4% or $213,564 at 6%.
201613$2,408,798$83,859$27,953iApproximate average salary by contribution assumption: employee only about $698,825 at 4% or $465,883 at 6%; with 50% employer match about $465,883 at 4% or $310,589 at 6%; with 100% employer match about $349,413 at 4% or $232,942 at 6%.
Patsy Whitney 401(K) Profit Sharing Plan-3$2,408,798$83,859$27,953iApproximate average salary by contribution assumption: employee only about $698,825 at 4% or $465,883 at 6%; with 50% employer match about $465,883 at 4% or $310,589 at 6%; with 100% employer match about $349,413 at 4% or $232,942 at 6%.
201513$2,183,955$100,302$33,434iApproximate average salary by contribution assumption: employee only about $835,850 at 4% or $557,233 at 6%; with 50% employer match about $557,233 at 4% or $371,489 at 6%; with 100% employer match about $417,925 at 4% or $278,617 at 6%.
Patsy Whitney 401(K) Profit Sharing Plan-3$2,183,955$100,302$33,434iApproximate average salary by contribution assumption: employee only about $835,850 at 4% or $557,233 at 6%; with 50% employer match about $557,233 at 4% or $371,489 at 6%; with 100% employer match about $417,925 at 4% or $278,617 at 6%.
201413$2,081,737$96,501$32,167iApproximate average salary by contribution assumption: employee only about $804,175 at 4% or $536,117 at 6%; with 50% employer match about $536,117 at 4% or $357,411 at 6%; with 100% employer match about $402,088 at 4% or $268,058 at 6%.
Patsy Whitney 401(K) Profit Sharing Plan-3$2,081,737$96,501$32,167iApproximate average salary by contribution assumption: employee only about $804,175 at 4% or $536,117 at 6%; with 50% employer match about $536,117 at 4% or $357,411 at 6%; with 100% employer match about $402,088 at 4% or $268,058 at 6%.
201313$1,892,704$115,361$38,454iApproximate average salary by contribution assumption: employee only about $961,342 at 4% or $640,894 at 6%; with 50% employer match about $640,894 at 4% or $427,263 at 6%; with 100% employer match about $480,671 at 4% or $320,447 at 6%.
Patsy Whitney 401(K) Profit Sharing Plan-3$1,892,704$115,361$38,454iApproximate average salary by contribution assumption: employee only about $961,342 at 4% or $640,894 at 6%; with 50% employer match about $640,894 at 4% or $427,263 at 6%; with 100% employer match about $480,671 at 4% or $320,447 at 6%.
201213$1,468,120$119,827$39,942iApproximate average salary by contribution assumption: employee only about $998,558 at 4% or $665,706 at 6%; with 50% employer match about $665,706 at 4% or $443,804 at 6%; with 100% employer match about $499,279 at 4% or $332,853 at 6%.
Patsy Whitney 401(K) Profit Sharing Plan-3$1,468,120$119,827$39,942iApproximate average salary by contribution assumption: employee only about $998,558 at 4% or $665,706 at 6%; with 50% employer match about $665,706 at 4% or $443,804 at 6%; with 100% employer match about $499,279 at 4% or $332,853 at 6%.
201113$1,184,355$117,927$39,309iApproximate average salary by contribution assumption: employee only about $982,725 at 4% or $655,150 at 6%; with 50% employer match about $655,150 at 4% or $436,767 at 6%; with 100% employer match about $491,363 at 4% or $327,575 at 6%.
Patsy Whitney 401(K) Profit Sharing Plan-3$1,184,355$117,927$39,309iApproximate average salary by contribution assumption: employee only about $982,725 at 4% or $655,150 at 6%; with 50% employer match about $655,150 at 4% or $436,767 at 6%; with 100% employer match about $491,363 at 4% or $327,575 at 6%.
201013$1,118,956$94,263$31,421iApproximate average salary by contribution assumption: employee only about $785,525 at 4% or $523,683 at 6%; with 50% employer match about $523,683 at 4% or $349,122 at 6%; with 100% employer match about $392,763 at 4% or $261,842 at 6%.
Patsy Whitney 401(K) Profit Sharing Plan-3$1,118,956$94,263$31,421iApproximate average salary by contribution assumption: employee only about $785,525 at 4% or $523,683 at 6%; with 50% employer match about $523,683 at 4% or $349,122 at 6%; with 100% employer match about $392,763 at 4% or $261,842 at 6%.
200913$929,564$109,062$36,354iApproximate average salary by contribution assumption: employee only about $908,850 at 4% or $605,900 at 6%; with 50% employer match about $605,900 at 4% or $403,933 at 6%; with 100% employer match about $454,425 at 4% or $302,950 at 6%.
Patsy Whitney 401(K) Profit Sharing Plan-3$929,564$109,062$36,354iApproximate average salary by contribution assumption: employee only about $908,850 at 4% or $605,900 at 6%; with 50% employer match about $605,900 at 4% or $403,933 at 6%; with 100% employer match about $454,425 at 4% or $302,950 at 6%.
200813$618,742$102,652$34,217iApproximate average salary by contribution assumption: employee only about $855,433 at 4% or $570,289 at 6%; with 50% employer match about $570,289 at 4% or $380,193 at 6%; with 100% employer match about $427,717 at 4% or $285,144 at 6%.
Patsy Whitney 401(K) Profit Sharing Plan-3$618,742$102,652$34,217iApproximate average salary by contribution assumption: employee only about $855,433 at 4% or $570,289 at 6%; with 50% employer match about $570,289 at 4% or $380,193 at 6%; with 100% employer match about $427,717 at 4% or $285,144 at 6%.
200713$0$0-
Patsy Whitney 401(K) Profit Sharing Plan-3---
200613$678,923$104,718$34,906iApproximate average salary by contribution assumption: employee only about $872,650 at 4% or $581,767 at 6%; with 50% employer match about $581,767 at 4% or $387,844 at 6%; with 100% employer match about $436,325 at 4% or $290,883 at 6%.
Patsy Whitney 401(K) Profit Sharing Plan-3$678,923$104,718$34,906iApproximate average salary by contribution assumption: employee only about $872,650 at 4% or $581,767 at 6%; with 50% employer match about $581,767 at 4% or $387,844 at 6%; with 100% employer match about $436,325 at 4% or $290,883 at 6%.
200513$483,286$98,686$32,895iApproximate average salary by contribution assumption: employee only about $822,383 at 4% or $548,256 at 6%; with 50% employer match about $548,256 at 4% or $365,504 at 6%; with 100% employer match about $411,192 at 4% or $274,128 at 6%.
Patsy Whitney 401(K) Profit Sharing Plan-3$483,286$98,686$32,895iApproximate average salary by contribution assumption: employee only about $822,383 at 4% or $548,256 at 6%; with 50% employer match about $548,256 at 4% or $365,504 at 6%; with 100% employer match about $411,192 at 4% or $274,128 at 6%.
200413$333,986$91,611$30,537iApproximate average salary by contribution assumption: employee only about $763,425 at 4% or $508,950 at 6%; with 50% employer match about $508,950 at 4% or $339,300 at 6%; with 100% employer match about $381,713 at 4% or $254,475 at 6%.
Patsy Whitney 401(K) Profit Sharing Plan-3$333,986$91,611$30,537iApproximate average salary by contribution assumption: employee only about $763,425 at 4% or $508,950 at 6%; with 50% employer match about $508,950 at 4% or $339,300 at 6%; with 100% employer match about $381,713 at 4% or $254,475 at 6%.
200213$79,275$87,618$29,206iApproximate average salary by contribution assumption: employee only about $730,150 at 4% or $486,767 at 6%; with 50% employer match about $486,767 at 4% or $324,511 at 6%; with 100% employer match about $365,075 at 4% or $243,383 at 6%.
Patsy Whitney 401(K) Profit Sharing Plan-3$79,275$87,618$29,206iApproximate average salary by contribution assumption: employee only about $730,150 at 4% or $486,767 at 6%; with 50% employer match about $486,767 at 4% or $324,511 at 6%; with 100% employer match about $365,075 at 4% or $243,383 at 6%.