Civic Intelligence

Whitestone Financial Group

Plan context: Whitestone Financial Group 401(K) Plan

EIN 20-4671686 • San Antonio, TX • 19 filings • 2 plans

1100 NE Loop 410, Suite 300San Antonio, TX 75209
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$555,378

2024 Contributions

$90,196

Historical Graphs

Total Assets Over Time

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

$555,378$277,689$0200620162024YearValue
$555,378Latest year 2024

Participants Over Time

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

840200620152024YearValue
5Latest 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
202415$555,378$90,196$18,039iApproximate average salary by contribution assumption: employee only about $450,980 at 4% or $300,653 at 6%; with 50% employer match about $300,653 at 4% or $200,436 at 6%; with 100% employer match about $225,490 at 4% or $150,327 at 6%.
Whitestone Financial Group 401(K) Plan-5$555,378$90,196$18,039iApproximate average salary by contribution assumption: employee only about $450,980 at 4% or $300,653 at 6%; with 50% employer match about $300,653 at 4% or $200,436 at 6%; with 100% employer match about $225,490 at 4% or $150,327 at 6%.
202316$414,386$102,917$17,153iApproximate average salary by contribution assumption: employee only about $428,821 at 4% or $285,881 at 6%; with 50% employer match about $285,881 at 4% or $190,587 at 6%; with 100% employer match about $214,410 at 4% or $142,940 at 6%.
Whitestone Financial Group 401(K) Plan-6$414,386$102,917$17,153iApproximate average salary by contribution assumption: employee only about $428,821 at 4% or $285,881 at 6%; with 50% employer match about $285,881 at 4% or $190,587 at 6%; with 100% employer match about $214,410 at 4% or $142,940 at 6%.
202215$268,847$64,137$12,827iApproximate average salary by contribution assumption: employee only about $320,685 at 4% or $213,790 at 6%; with 50% employer match about $213,790 at 4% or $142,527 at 6%; with 100% employer match about $160,343 at 4% or $106,895 at 6%.
Whitestone Financial Group 401(K) Plan-5$268,847$64,137$12,827iApproximate average salary by contribution assumption: employee only about $320,685 at 4% or $213,790 at 6%; with 50% employer match about $213,790 at 4% or $142,527 at 6%; with 100% employer match about $160,343 at 4% or $106,895 at 6%.
202111$289,497$48,689$48,689iApproximate average salary by contribution assumption: employee only about $1,217,225 at 4% or $811,483 at 6%; with 50% employer match about $811,483 at 4% or $540,989 at 6%; with 100% employer match about $608,613 at 4% or $405,742 at 6%.
Whitestone Financial Group 401(K) Plan-1$289,497$48,689$48,689iApproximate average salary by contribution assumption: employee only about $1,217,225 at 4% or $811,483 at 6%; with 50% employer match about $811,483 at 4% or $540,989 at 6%; with 100% employer match about $608,613 at 4% or $405,742 at 6%.
202015$213,394$89,777$17,955iApproximate average salary by contribution assumption: employee only about $448,885 at 4% or $299,257 at 6%; with 50% employer match about $299,257 at 4% or $199,504 at 6%; with 100% employer match about $224,443 at 4% or $149,628 at 6%.
Whitestone Financial Group 401(K) Plan-5$213,394$89,777$17,955iApproximate average salary by contribution assumption: employee only about $448,885 at 4% or $299,257 at 6%; with 50% employer match about $299,257 at 4% or $199,504 at 6%; with 100% employer match about $224,443 at 4% or $149,628 at 6%.
201917$110,403$8,338$1,191iApproximate average salary by contribution assumption: employee only about $29,779 at 4% or $19,852 at 6%; with 50% employer match about $19,852 at 4% or $13,235 at 6%; with 100% employer match about $14,889 at 4% or $9,926 at 6%.
Whitestone Financial Group 401(K) Plan-7$110,403$8,338$1,191iApproximate average salary by contribution assumption: employee only about $29,779 at 4% or $19,852 at 6%; with 50% employer match about $19,852 at 4% or $13,235 at 6%; with 100% employer match about $14,889 at 4% or $9,926 at 6%.
201818$121,290$9,824$1,228iApproximate average salary by contribution assumption: employee only about $30,700 at 4% or $20,467 at 6%; with 50% employer match about $20,467 at 4% or $13,644 at 6%; with 100% employer match about $15,350 at 4% or $10,233 at 6%.
Whitestone Financial Group 401(K) Plan-8$121,290$9,824$1,228iApproximate average salary by contribution assumption: employee only about $30,700 at 4% or $20,467 at 6%; with 50% employer match about $20,467 at 4% or $13,644 at 6%; with 100% employer match about $15,350 at 4% or $10,233 at 6%.
201718$182,736$12,020$1,503iApproximate average salary by contribution assumption: employee only about $37,563 at 4% or $25,042 at 6%; with 50% employer match about $25,042 at 4% or $16,694 at 6%; with 100% employer match about $18,781 at 4% or $12,521 at 6%.
Whitestone Financial Group 401(K) Plan-8$182,736$12,020$1,503iApproximate average salary by contribution assumption: employee only about $37,563 at 4% or $25,042 at 6%; with 50% employer match about $25,042 at 4% or $16,694 at 6%; with 100% employer match about $18,781 at 4% or $12,521 at 6%.
201618$146,006$12,060$1,508iApproximate average salary by contribution assumption: employee only about $37,688 at 4% or $25,125 at 6%; with 50% employer match about $25,125 at 4% or $16,750 at 6%; with 100% employer match about $18,844 at 4% or $12,563 at 6%.
Whitestone Financial Group 401(K) Plan-8$146,006$12,060$1,508iApproximate average salary by contribution assumption: employee only about $37,688 at 4% or $25,125 at 6%; with 50% employer match about $25,125 at 4% or $16,750 at 6%; with 100% employer match about $18,844 at 4% or $12,563 at 6%.
201517$124,076$11,155$1,594iApproximate average salary by contribution assumption: employee only about $39,839 at 4% or $26,560 at 6%; with 50% employer match about $26,560 at 4% or $17,706 at 6%; with 100% employer match about $19,920 at 4% or $13,280 at 6%.
Whitestone Financial Group 401(K) Plan-7$124,076$11,155$1,594iApproximate average salary by contribution assumption: employee only about $39,839 at 4% or $26,560 at 6%; with 50% employer match about $26,560 at 4% or $17,706 at 6%; with 100% employer match about $19,920 at 4% or $13,280 at 6%.
201417$125,217$10,428$1,490iApproximate average salary by contribution assumption: employee only about $37,243 at 4% or $24,829 at 6%; with 50% employer match about $24,829 at 4% or $16,552 at 6%; with 100% employer match about $18,621 at 4% or $12,414 at 6%.
Whitestone Financial Group 401(K) Plan-7$125,217$10,428$1,490iApproximate average salary by contribution assumption: employee only about $37,243 at 4% or $24,829 at 6%; with 50% employer match about $24,829 at 4% or $16,552 at 6%; with 100% employer match about $18,621 at 4% or $12,414 at 6%.
201317$109,046$10,951$1,564iApproximate average salary by contribution assumption: employee only about $39,111 at 4% or $26,074 at 6%; with 50% employer match about $26,074 at 4% or $17,383 at 6%; with 100% employer match about $19,555 at 4% or $13,037 at 6%.
Whitestone Financial Group 401(K) Plan-7$109,046$10,951$1,564iApproximate average salary by contribution assumption: employee only about $39,111 at 4% or $26,074 at 6%; with 50% employer match about $26,074 at 4% or $17,383 at 6%; with 100% employer match about $19,555 at 4% or $13,037 at 6%.
201217$81,305$8,892$1,270iApproximate average salary by contribution assumption: employee only about $31,757 at 4% or $21,171 at 6%; with 50% employer match about $21,171 at 4% or $14,114 at 6%; with 100% employer match about $15,879 at 4% or $10,586 at 6%.
Whitestone Financial Group 401(K) Plan-7$81,305$8,892$1,270iApproximate average salary by contribution assumption: employee only about $31,757 at 4% or $21,171 at 6%; with 50% employer match about $21,171 at 4% or $14,114 at 6%; with 100% employer match about $15,879 at 4% or $10,586 at 6%.
201117$76,077$9,227$1,318iApproximate average salary by contribution assumption: employee only about $32,954 at 4% or $21,969 at 6%; with 50% employer match about $21,969 at 4% or $14,646 at 6%; with 100% employer match about $16,477 at 4% or $10,985 at 6%.
Whitestone Financial Group 401(K) Plan-7$76,077$9,227$1,318iApproximate average salary by contribution assumption: employee only about $32,954 at 4% or $21,969 at 6%; with 50% employer match about $21,969 at 4% or $14,646 at 6%; with 100% employer match about $16,477 at 4% or $10,985 at 6%.
201015$86,611$3,629$726iApproximate average salary by contribution assumption: employee only about $18,145 at 4% or $12,097 at 6%; with 50% employer match about $12,097 at 4% or $8,064 at 6%; with 100% employer match about $9,073 at 4% or $6,048 at 6%.
Whitestone Financial Group 401(K) Plan-5$86,611$3,629$726iApproximate average salary by contribution assumption: employee only about $18,145 at 4% or $12,097 at 6%; with 50% employer match about $12,097 at 4% or $8,064 at 6%; with 100% employer match about $9,073 at 4% or $6,048 at 6%.
200915$107,198$4,542$908iApproximate average salary by contribution assumption: employee only about $22,710 at 4% or $15,140 at 6%; with 50% employer match about $15,140 at 4% or $10,093 at 6%; with 100% employer match about $11,355 at 4% or $7,570 at 6%.
Whitestone Financial Group 401(K) Plan-5$107,198$4,542$908iApproximate average salary by contribution assumption: employee only about $22,710 at 4% or $15,140 at 6%; with 50% employer match about $15,140 at 4% or $10,093 at 6%; with 100% employer match about $11,355 at 4% or $7,570 at 6%.
200817$0$0-
Whitestone Financial Group 401(K) Plan-7---
200716$0$0-
Whitestone Financial Group 401(K) Plan-6---
200615$151,969$147,511$29,502iApproximate average salary by contribution assumption: employee only about $737,555 at 4% or $491,703 at 6%; with 50% employer match about $491,703 at 4% or $327,802 at 6%; with 100% employer match about $368,778 at 4% or $245,852 at 6%.
Whitestone Financial Group 401(K) Plan-5$151,969$147,511$29,502iApproximate average salary by contribution assumption: employee only about $737,555 at 4% or $491,703 at 6%; with 50% employer match about $491,703 at 4% or $327,802 at 6%; with 100% employer match about $368,778 at 4% or $245,852 at 6%.
Whitestone Financial Group | EIN 20-4671686 | 2024 Form 5500 Company Profile