Whittaker & Associates
Plan context: Whittaker & Associates 401(K) Plan
EIN 20-5418377 • Rockville, MD • 11 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$859,898
2024 Contributions
$73,186
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 5 | $859,898 | $73,186 | $14,637iApproximate average salary by contribution assumption: employee only about $365,930 at 4% or $243,953 at 6%; with 50% employer match about $243,953 at 4% or $162,636 at 6%; with 100% employer match about $182,965 at 4% or $121,977 at 6%. |
| Whittaker & Associates 401(K) Plan | - | 5 | $859,898 | $73,186 | $14,637iApproximate average salary by contribution assumption: employee only about $365,930 at 4% or $243,953 at 6%; with 50% employer match about $243,953 at 4% or $162,636 at 6%; with 100% employer match about $182,965 at 4% or $121,977 at 6%. |
| 2023 | 1 | 5 | $694,575 | $79,529 | $15,906iApproximate average salary by contribution assumption: employee only about $397,645 at 4% or $265,097 at 6%; with 50% employer match about $265,097 at 4% or $176,731 at 6%; with 100% employer match about $198,823 at 4% or $132,548 at 6%. |
| Whittaker & Associates 401(K) Plan | - | 5 | $694,575 | $79,529 | $15,906iApproximate average salary by contribution assumption: employee only about $397,645 at 4% or $265,097 at 6%; with 50% employer match about $265,097 at 4% or $176,731 at 6%; with 100% employer match about $198,823 at 4% or $132,548 at 6%. |
| 2022 | 1 | 6 | $526,118 | $73,173 | $12,196iApproximate average salary by contribution assumption: employee only about $304,888 at 4% or $203,258 at 6%; with 50% employer match about $203,258 at 4% or $135,506 at 6%; with 100% employer match about $152,444 at 4% or $101,629 at 6%. |
| Whittaker & Associates 401(K) Plan | - | 6 | $526,118 | $73,173 | $12,196iApproximate average salary by contribution assumption: employee only about $304,888 at 4% or $203,258 at 6%; with 50% employer match about $203,258 at 4% or $135,506 at 6%; with 100% employer match about $152,444 at 4% or $101,629 at 6%. |
| 2021 | 1 | 6 | $571,443 | $69,355 | $11,559iApproximate average salary by contribution assumption: employee only about $288,979 at 4% or $192,653 at 6%; with 50% employer match about $192,653 at 4% or $128,435 at 6%; with 100% employer match about $144,490 at 4% or $96,326 at 6%. |
| Whittaker & Associates 401(K) Plan | - | 6 | $571,443 | $69,355 | $11,559iApproximate average salary by contribution assumption: employee only about $288,979 at 4% or $192,653 at 6%; with 50% employer match about $192,653 at 4% or $128,435 at 6%; with 100% employer match about $144,490 at 4% or $96,326 at 6%. |
| 2020 | 1 | 6 | $436,538 | $90,444 | $15,074iApproximate average salary by contribution assumption: employee only about $376,850 at 4% or $251,233 at 6%; with 50% employer match about $251,233 at 4% or $167,489 at 6%; with 100% employer match about $188,425 at 4% or $125,617 at 6%. |
| Whittaker & Associates 401(K) Plan | - | 6 | $436,538 | $90,444 | $15,074iApproximate average salary by contribution assumption: employee only about $376,850 at 4% or $251,233 at 6%; with 50% employer match about $251,233 at 4% or $167,489 at 6%; with 100% employer match about $188,425 at 4% or $125,617 at 6%. |
| 2019 | 1 | 6 | $299,674 | $54,510 | $9,085iApproximate average salary by contribution assumption: employee only about $227,125 at 4% or $151,417 at 6%; with 50% employer match about $151,417 at 4% or $100,944 at 6%; with 100% employer match about $113,563 at 4% or $75,708 at 6%. |
| Whittaker & Associates 401(K) Plan | - | 6 | $299,674 | $54,510 | $9,085iApproximate average salary by contribution assumption: employee only about $227,125 at 4% or $151,417 at 6%; with 50% employer match about $151,417 at 4% or $100,944 at 6%; with 100% employer match about $113,563 at 4% or $75,708 at 6%. |
| 2018 | 1 | 6 | $196,227 | $54,320 | $9,053iApproximate average salary by contribution assumption: employee only about $226,333 at 4% or $150,889 at 6%; with 50% employer match about $150,889 at 4% or $100,593 at 6%; with 100% employer match about $113,167 at 4% or $75,444 at 6%. |
| Whittaker & Associates 401(K) Plan | - | 6 | $196,227 | $54,320 | $9,053iApproximate average salary by contribution assumption: employee only about $226,333 at 4% or $150,889 at 6%; with 50% employer match about $150,889 at 4% or $100,593 at 6%; with 100% employer match about $113,167 at 4% or $75,444 at 6%. |
| 2017 | 1 | 5 | $157,299 | $52,624 | $10,525iApproximate average salary by contribution assumption: employee only about $263,120 at 4% or $175,413 at 6%; with 50% employer match about $175,413 at 4% or $116,942 at 6%; with 100% employer match about $131,560 at 4% or $87,707 at 6%. |
| Whittaker & Associates 401(K) Plan | - | 5 | $157,299 | $52,624 | $10,525iApproximate average salary by contribution assumption: employee only about $263,120 at 4% or $175,413 at 6%; with 50% employer match about $175,413 at 4% or $116,942 at 6%; with 100% employer match about $131,560 at 4% or $87,707 at 6%. |
| 2016 | 1 | 5 | $85,579 | $42,187 | $8,437iApproximate average salary by contribution assumption: employee only about $210,935 at 4% or $140,623 at 6%; with 50% employer match about $140,623 at 4% or $93,749 at 6%; with 100% employer match about $105,468 at 4% or $70,312 at 6%. |
| Whittaker & Associates 401(K) Plan | - | 5 | $85,579 | $42,187 | $8,437iApproximate average salary by contribution assumption: employee only about $210,935 at 4% or $140,623 at 6%; with 50% employer match about $140,623 at 4% or $93,749 at 6%; with 100% employer match about $105,468 at 4% or $70,312 at 6%. |
| 2015 | 1 | 4 | $70,459 | $41,715 | $10,429iApproximate average salary by contribution assumption: employee only about $260,719 at 4% or $173,813 at 6%; with 50% employer match about $173,813 at 4% or $115,875 at 6%; with 100% employer match about $130,359 at 4% or $86,906 at 6%. |
| Whittaker & Associates 401(K) Plan | - | 4 | $70,459 | $41,715 | $10,429iApproximate average salary by contribution assumption: employee only about $260,719 at 4% or $173,813 at 6%; with 50% employer match about $173,813 at 4% or $115,875 at 6%; with 100% employer match about $130,359 at 4% or $86,906 at 6%. |
| 2014 | 1 | 4 | $29,521 | $29,576 | $7,394iApproximate average salary by contribution assumption: employee only about $184,850 at 4% or $123,233 at 6%; with 50% employer match about $123,233 at 4% or $82,156 at 6%; with 100% employer match about $92,425 at 4% or $61,617 at 6%. |
| Whittaker & Associates 401(K) Plan | - | 4 | $29,521 | $29,576 | $7,394iApproximate average salary by contribution assumption: employee only about $184,850 at 4% or $123,233 at 6%; with 50% employer match about $123,233 at 4% or $82,156 at 6%; with 100% employer match about $92,425 at 4% or $61,617 at 6%. |