Deborah Ham Whitt Agency Inc.
Plan context: Deborah Ham Whitt Agency Inc. Age-Weighted Profit Sharing Plan
EIN 16-1329136 • Rochester, NY • 26 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
6
2025 Assets
$299,734
2025 Contributions
$15,000
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 6 | $299,734 | $0 | - |
| Deborah Ham Whitt Agency Inc. Age-Weighted Profit Sharing Plan | - | 6 | $299,734 | $0 | - |
| 2024 | 1 | 6 | $653,942 | $0 | - |
| Deborah Ham Whitt Agency Inc. Age-Weighted Profit Sharing Plan | - | 6 | $653,942 | $0 | - |
| 2023 | 1 | 4 | $620,380 | $15,000 | $3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%. |
| Deborah Ham Whitt Agency Inc. Age-Weighted Profit Sharing Plan | - | 4 | $620,380 | $15,000 | $3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%. |
| 2022 | 1 | 5 | $576,615 | $15,000 | $3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%. |
| Deborah Ham Whitt Agency Inc. Age-Weighted Profit Sharing Plan | - | 5 | $576,615 | $15,000 | $3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%. |
| 2021 | 1 | 5 | $598,747 | $15,000 | $3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%. |
| Deborah Ham Whitt Agency Inc. Age-Weighted Profit Sharing Plan | - | 5 | $598,747 | $15,000 | $3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%. |
| 2020 | 1 | 4 | $577,987 | $10,000 | $2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%. |
| Deborah Ham Whitt Agency Inc. Age-Weighted Profit Sharing Plan | - | 4 | $577,987 | $10,000 | $2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%. |
| 2019 | 1 | 4 | $540,252 | $0 | - |
| Deborah Ham Whitt Agency Inc. Age-Weighted Profit Sharing Plan | - | 4 | $540,252 | - | - |
| 2018 | 1 | 4 | $510,213 | $0 | - |
| Deborah Ham Whitt Agency Inc. Age-Weighted Profit Sharing Plan | - | 4 | $510,213 | - | - |
| 2017 | 1 | 4 | $505,208 | $18,000 | $4,500iApproximate average salary by contribution assumption: employee only about $112,500 at 4% or $75,000 at 6%; with 50% employer match about $75,000 at 4% or $50,000 at 6%; with 100% employer match about $56,250 at 4% or $37,500 at 6%. |
| Deborah Ham Whitt Agency Inc. Age-Weighted Profit Sharing Plan | - | 4 | $505,208 | $18,000 | $4,500iApproximate average salary by contribution assumption: employee only about $112,500 at 4% or $75,000 at 6%; with 50% employer match about $75,000 at 4% or $50,000 at 6%; with 100% employer match about $56,250 at 4% or $37,500 at 6%. |
| 2016 | 1 | 2 | $479,991 | $0 | - |
| Deborah Ham Whitt Agency Inc. Age-Weighted Profit Sharing Plan | - | 2 | $479,991 | - | - |
| 2015 | 1 | 2 | $474,028 | $0 | - |
| Deborah Ham Whitt Agency Inc. Age-Weighted Profit Sharing Plan | - | 2 | $474,028 | - | - |
| 2014 | 1 | 3 | $470,831 | $0 | - |
| Deborah Ham Whitt Agency Inc. Age-Weighted Profit Sharing Plan | - | 3 | $470,831 | $0 | - |
| 2013 | 1 | 3 | $448,818 | $0 | - |
| Deborah Ham Whitt Agency Inc. Age-Weighted Profit Sharing Plan | - | 3 | $448,818 | $0 | - |
| 2012 | 1 | 3 | $397,676 | $0 | - |
| Deborah Ham Whitt Agency Inc. Age-Weighted Profit Sharing Plan | - | 3 | $397,676 | $0 | - |
| 2011 | 1 | 4 | $373,645 | $0 | - |
| Deborah Ham Whitt Agency Inc. Age-Weighted Profit Sharing Plan | - | 4 | $373,645 | $0 | - |
| 2010 | 1 | 2 | $364,414 | $0 | - |
| Deborah Ham Whitt Agency Inc. Age-Weighted Profit Sharing Plan | - | 2 | $364,414 | $0 | - |
| 2009 | 1 | 3 | $338,466 | $31,687 | $10,562iApproximate average salary by contribution assumption: employee only about $264,058 at 4% or $176,039 at 6%; with 50% employer match about $176,039 at 4% or $117,359 at 6%; with 100% employer match about $132,029 at 4% or $88,019 at 6%. |
| Deborah Ham Whitt Agency Inc. Age-Weighted Profit Sharing Plan | - | 3 | $338,466 | $31,687 | $10,562iApproximate average salary by contribution assumption: employee only about $264,058 at 4% or $176,039 at 6%; with 50% employer match about $176,039 at 4% or $117,359 at 6%; with 100% employer match about $132,029 at 4% or $88,019 at 6%. |
| 2007 | 1 | 3 | $0 | $0 | - |
| Deborah Ham Whitt Agency Inc. Age-Weighted Profit Sharing Plan | - | 3 | - | - | - |
| 2006 | 1 | 3 | $296,996 | $28,100 | $9,367iApproximate average salary by contribution assumption: employee only about $234,167 at 4% or $156,111 at 6%; with 50% employer match about $156,111 at 4% or $104,074 at 6%; with 100% employer match about $117,083 at 4% or $78,056 at 6%. |
| Deborah Ham Whitt Agency Inc. Age-Weighted Profit Sharing Plan | - | 3 | $296,996 | $28,100 | $9,367iApproximate average salary by contribution assumption: employee only about $234,167 at 4% or $156,111 at 6%; with 50% employer match about $156,111 at 4% or $104,074 at 6%; with 100% employer match about $117,083 at 4% or $78,056 at 6%. |
| 2005 | 1 | 3 | $241,774 | $43,369 | $14,456iApproximate average salary by contribution assumption: employee only about $361,408 at 4% or $240,939 at 6%; with 50% employer match about $240,939 at 4% or $160,626 at 6%; with 100% employer match about $180,704 at 4% or $120,469 at 6%. |
| Deborah Ham Whitt Agency Inc. Age-Weighted Profit Sharing Plan | - | 3 | $241,774 | $43,369 | $14,456iApproximate average salary by contribution assumption: employee only about $361,408 at 4% or $240,939 at 6%; with 50% employer match about $240,939 at 4% or $160,626 at 6%; with 100% employer match about $180,704 at 4% or $120,469 at 6%. |
| 2004 | 1 | 5 | $205,453 | $0 | - |
| Deborah Ham Whitt Agency Inc. Age-Weighted Profit Sharing Plan | - | 5 | $205,453 | - | - |
| 2003 | 1 | 3 | $199,515 | $38,713 | $12,904iApproximate average salary by contribution assumption: employee only about $322,608 at 4% or $215,072 at 6%; with 50% employer match about $215,072 at 4% or $143,381 at 6%; with 100% employer match about $161,304 at 4% or $107,536 at 6%. |
| Deborah Ham Whitt Agency Inc. Age-Weighted Profit Sharing Plan | - | 3 | $199,515 | $38,713 | $12,904iApproximate average salary by contribution assumption: employee only about $322,608 at 4% or $215,072 at 6%; with 50% employer match about $215,072 at 4% or $143,381 at 6%; with 100% employer match about $161,304 at 4% or $107,536 at 6%. |
| 2002 | 1 | 4 | $135,849 | $4,121 | $1,030iApproximate average salary by contribution assumption: employee only about $25,756 at 4% or $17,171 at 6%; with 50% employer match about $17,171 at 4% or $11,447 at 6%; with 100% employer match about $12,878 at 4% or $8,585 at 6%. |
| Deborah Ham Whitt Agency Inc. Age-Weighted Profit Sharing Plan | - | 4 | $135,849 | $4,121 | $1,030iApproximate average salary by contribution assumption: employee only about $25,756 at 4% or $17,171 at 6%; with 50% employer match about $17,171 at 4% or $11,447 at 6%; with 100% employer match about $12,878 at 4% or $8,585 at 6%. |
| 2001 | 1 | 3 | $142,532 | $23,946 | $7,982iApproximate average salary by contribution assumption: employee only about $199,550 at 4% or $133,033 at 6%; with 50% employer match about $133,033 at 4% or $88,689 at 6%; with 100% employer match about $99,775 at 4% or $66,517 at 6%. |
| Deborah Ham Whitt Agency Inc. Age-Weighted Profit Sharing Plan | - | 3 | $142,532 | $23,946 | $7,982iApproximate average salary by contribution assumption: employee only about $199,550 at 4% or $133,033 at 6%; with 50% employer match about $133,033 at 4% or $88,689 at 6%; with 100% employer match about $99,775 at 4% or $66,517 at 6%. |
| 2000 | 1 | 3 | $0 | $0 | - |
| Deborah Ham Whitt Agency Inc. Age-Weighted Profit Sharing Plan | - | 3 | - | - | - |
| 1999 | 1 | 3 | $109,588 | $26,022 | $8,674iApproximate average salary by contribution assumption: employee only about $216,850 at 4% or $144,567 at 6%; with 50% employer match about $144,567 at 4% or $96,378 at 6%; with 100% employer match about $108,425 at 4% or $72,283 at 6%. |
| Deborah Ham Whitt Agency Inc. Age-Weighted Profit Sharing Plan | - | 3 | $109,588 | $26,022 | $8,674iApproximate average salary by contribution assumption: employee only about $216,850 at 4% or $144,567 at 6%; with 50% employer match about $144,567 at 4% or $96,378 at 6%; with 100% employer match about $108,425 at 4% or $72,283 at 6%. |