Civic Intelligence

Andrew L. Whaley, M.D.

Plan context: Andrew L. Whaley, M.D. 401(K) Profit Sharing Plan

EIN 20-0019114 • San Antonio, TX • 18 filings • 4 plans

250 West Sunset RdSan Antonio, TX 78209
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$1,570,667

2024 Contributions

$115,717

Historical Graphs

Total Assets Over Time

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

$1,570,667$785,334$0200820162024YearValue
$1,570,667Latest year 2024

Participants Over Time

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

1260200720162024YearValue
12Latest year 2024

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
2024112$1,570,667$115,717$9,643iApproximate average salary by contribution assumption: employee only about $241,077 at 4% or $160,718 at 6%; with 50% employer match about $160,718 at 4% or $107,145 at 6%; with 100% employer match about $120,539 at 4% or $80,359 at 6%.
Andrew L. Whaley, M.D. 401(K) Profit Sharing Plan-12$1,570,667$115,717$9,643iApproximate average salary by contribution assumption: employee only about $241,077 at 4% or $160,718 at 6%; with 50% employer match about $160,718 at 4% or $107,145 at 6%; with 100% employer match about $120,539 at 4% or $80,359 at 6%.
2023111$1,276,748$110,836$10,076iApproximate average salary by contribution assumption: employee only about $251,900 at 4% or $167,933 at 6%; with 50% employer match about $167,933 at 4% or $111,956 at 6%; with 100% employer match about $125,950 at 4% or $83,967 at 6%.
Andrew L. Whaley, M.D. 401(K) Profit Sharing Plan-11$1,276,748$110,836$10,076iApproximate average salary by contribution assumption: employee only about $251,900 at 4% or $167,933 at 6%; with 50% employer match about $167,933 at 4% or $111,956 at 6%; with 100% employer match about $125,950 at 4% or $83,967 at 6%.
2022111$1,048,253$106,581$9,689iApproximate average salary by contribution assumption: employee only about $242,230 at 4% or $161,486 at 6%; with 50% employer match about $161,486 at 4% or $107,658 at 6%; with 100% employer match about $121,115 at 4% or $80,743 at 6%.
Andrew L. Whaley, M.D. 401(K) Profit Sharing Plan-11$1,048,253$106,581$9,689iApproximate average salary by contribution assumption: employee only about $242,230 at 4% or $161,486 at 6%; with 50% employer match about $161,486 at 4% or $107,658 at 6%; with 100% employer match about $121,115 at 4% or $80,743 at 6%.
202118$1,172,044$84,775$10,597iApproximate average salary by contribution assumption: employee only about $264,922 at 4% or $176,615 at 6%; with 50% employer match about $176,615 at 4% or $117,743 at 6%; with 100% employer match about $132,461 at 4% or $88,307 at 6%.
Andrew L. Whaley, M.D. 401(K) Profit Sharing Plan-8$1,172,044$84,775$10,597iApproximate average salary by contribution assumption: employee only about $264,922 at 4% or $176,615 at 6%; with 50% employer match about $176,615 at 4% or $117,743 at 6%; with 100% employer match about $132,461 at 4% or $88,307 at 6%.
202018$959,177$57,803$7,225iApproximate average salary by contribution assumption: employee only about $180,634 at 4% or $120,423 at 6%; with 50% employer match about $120,423 at 4% or $80,282 at 6%; with 100% employer match about $90,317 at 4% or $60,211 at 6%.
Andrew L. Whaley, M.D. 401(K) Profit Sharing Plan-8$959,177$57,803$7,225iApproximate average salary by contribution assumption: employee only about $180,634 at 4% or $120,423 at 6%; with 50% employer match about $120,423 at 4% or $80,282 at 6%; with 100% employer match about $90,317 at 4% or $60,211 at 6%.
201919$804,609$54,976$6,108iApproximate average salary by contribution assumption: employee only about $152,711 at 4% or $101,807 at 6%; with 50% employer match about $101,807 at 4% or $67,872 at 6%; with 100% employer match about $76,356 at 4% or $50,904 at 6%.
Andrew L. Whaley, M.D. 401(K) Profit Sharing Plan-9$804,609$54,976$6,108iApproximate average salary by contribution assumption: employee only about $152,711 at 4% or $101,807 at 6%; with 50% employer match about $101,807 at 4% or $67,872 at 6%; with 100% employer match about $76,356 at 4% or $50,904 at 6%.
2018110$636,720$71,508$7,151iApproximate average salary by contribution assumption: employee only about $178,770 at 4% or $119,180 at 6%; with 50% employer match about $119,180 at 4% or $79,453 at 6%; with 100% employer match about $89,385 at 4% or $59,590 at 6%.
Andrew L. Whaley, M.D. 401(K) Profit Sharing Plan-10$636,720$71,508$7,151iApproximate average salary by contribution assumption: employee only about $178,770 at 4% or $119,180 at 6%; with 50% employer match about $119,180 at 4% or $79,453 at 6%; with 100% employer match about $89,385 at 4% or $59,590 at 6%.
2017111$671,526$39,165$3,560iApproximate average salary by contribution assumption: employee only about $89,011 at 4% or $59,341 at 6%; with 50% employer match about $59,341 at 4% or $39,561 at 6%; with 100% employer match about $44,506 at 4% or $29,670 at 6%.
Andrew L. Whaley, M.D. 401(K) Profit Sharing Plan-11$671,526$39,165$3,560iApproximate average salary by contribution assumption: employee only about $89,011 at 4% or $59,341 at 6%; with 50% employer match about $59,341 at 4% or $39,561 at 6%; with 100% employer match about $44,506 at 4% or $29,670 at 6%.
2016110$543,440$42,175$4,218iApproximate average salary by contribution assumption: employee only about $105,438 at 4% or $70,292 at 6%; with 50% employer match about $70,292 at 4% or $46,861 at 6%; with 100% employer match about $52,719 at 4% or $35,146 at 6%.
Andrew L. Whaley, M.D. 401(K) Profit Sharing Plan-10$543,440$42,175$4,218iApproximate average salary by contribution assumption: employee only about $105,438 at 4% or $70,292 at 6%; with 50% employer match about $70,292 at 4% or $46,861 at 6%; with 100% employer match about $52,719 at 4% or $35,146 at 6%.
201519$462,999$67,988$7,554iApproximate average salary by contribution assumption: employee only about $188,856 at 4% or $125,904 at 6%; with 50% employer match about $125,904 at 4% or $83,936 at 6%; with 100% employer match about $94,428 at 4% or $62,952 at 6%.
Andrew L. Whaley, M.D. 401(K) Profit Sharing Plan-9$462,999$67,988$7,554iApproximate average salary by contribution assumption: employee only about $188,856 at 4% or $125,904 at 6%; with 50% employer match about $125,904 at 4% or $83,936 at 6%; with 100% employer match about $94,428 at 4% or $62,952 at 6%.
2014110$502,426$43,603$4,360iApproximate average salary by contribution assumption: employee only about $109,008 at 4% or $72,672 at 6%; with 50% employer match about $72,672 at 4% or $48,448 at 6%; with 100% employer match about $54,504 at 4% or $36,336 at 6%.
Andrew L. Whaley, M.D. 401(K) Profit Sharing Plan-10$502,426$43,603$4,360iApproximate average salary by contribution assumption: employee only about $109,008 at 4% or $72,672 at 6%; with 50% employer match about $72,672 at 4% or $48,448 at 6%; with 100% employer match about $54,504 at 4% or $36,336 at 6%.
2013111$428,023$42,503$3,864iApproximate average salary by contribution assumption: employee only about $96,598 at 4% or $64,398 at 6%; with 50% employer match about $64,398 at 4% or $42,932 at 6%; with 100% employer match about $48,299 at 4% or $32,199 at 6%.
Andrew L. Whaley, M.D. 401(K) Profit Sharing Plan-11$428,023$42,503$3,864iApproximate average salary by contribution assumption: employee only about $96,598 at 4% or $64,398 at 6%; with 50% employer match about $64,398 at 4% or $42,932 at 6%; with 100% employer match about $48,299 at 4% or $32,199 at 6%.
201218$329,629$47,917$5,990iApproximate average salary by contribution assumption: employee only about $149,741 at 4% or $99,827 at 6%; with 50% employer match about $99,827 at 4% or $66,551 at 6%; with 100% employer match about $74,870 at 4% or $49,914 at 6%.
Andrew L. Whaley, M.D. 401(K) Profit Sharing Plan-8$329,629$47,917$5,990iApproximate average salary by contribution assumption: employee only about $149,741 at 4% or $99,827 at 6%; with 50% employer match about $99,827 at 4% or $66,551 at 6%; with 100% employer match about $74,870 at 4% or $49,914 at 6%.
2011110$244,669$68,668$6,867iApproximate average salary by contribution assumption: employee only about $171,670 at 4% or $114,447 at 6%; with 50% employer match about $114,447 at 4% or $76,298 at 6%; with 100% employer match about $85,835 at 4% or $57,223 at 6%.
Andrew L. Whaley, M.D. 401(K) Profit Sharing Plan-10$244,669$68,668$6,867iApproximate average salary by contribution assumption: employee only about $171,670 at 4% or $114,447 at 6%; with 50% employer match about $114,447 at 4% or $76,298 at 6%; with 100% employer match about $85,835 at 4% or $57,223 at 6%.
2010110$215,500$62,161$6,216iApproximate average salary by contribution assumption: employee only about $155,403 at 4% or $103,602 at 6%; with 50% employer match about $103,602 at 4% or $69,068 at 6%; with 100% employer match about $77,701 at 4% or $51,801 at 6%.
Andrew L. Whaley, M.D. 401(K) Profit Sharing Plan-10$215,500$62,161$6,216iApproximate average salary by contribution assumption: employee only about $155,403 at 4% or $103,602 at 6%; with 50% employer match about $103,602 at 4% or $69,068 at 6%; with 100% employer match about $77,701 at 4% or $51,801 at 6%.
200917$134,733$50,132$7,162iApproximate average salary by contribution assumption: employee only about $179,043 at 4% or $119,362 at 6%; with 50% employer match about $119,362 at 4% or $79,575 at 6%; with 100% employer match about $89,521 at 4% or $59,681 at 6%.
Andrew L. Whaley, M.D. 401(K) Profit Sharing Plan-7$134,733$50,132$7,162iApproximate average salary by contribution assumption: employee only about $179,043 at 4% or $119,362 at 6%; with 50% employer match about $119,362 at 4% or $79,575 at 6%; with 100% employer match about $89,521 at 4% or $59,681 at 6%.
200816$61,906$89,640$14,940iApproximate average salary by contribution assumption: employee only about $373,500 at 4% or $249,000 at 6%; with 50% employer match about $249,000 at 4% or $166,000 at 6%; with 100% employer match about $186,750 at 4% or $124,500 at 6%.
Andrew L. Whaley, M.D. 401(K) Profit Sharing Plan-6$61,906$89,640$14,940iApproximate average salary by contribution assumption: employee only about $373,500 at 4% or $249,000 at 6%; with 50% employer match about $249,000 at 4% or $166,000 at 6%; with 100% employer match about $186,750 at 4% or $124,500 at 6%.
200715$0$0-
Andrew L. Whaley, M.D. 401(K) Profit Sharing Plan-5---