Whalen & Ives Inc.
Plan context: Whalen & Ives Inc. Safe Harbor 401(K) Plan
EIN 22-2645634 • Park Ridge, NJ • 21 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
46
2024 Assets
$3,638,628
2024 Contributions
$295,207
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 | 46 | $3,638,628 | $295,207 | $6,418iApproximate average salary by contribution assumption: employee only about $160,439 at 4% or $106,959 at 6%; with 50% employer match about $106,959 at 4% or $71,306 at 6%; with 100% employer match about $80,219 at 4% or $53,480 at 6%. |
| Whalen & Ives Inc. Safe Harbor 401(K) Plan | - | 46 | $3,638,628 | $295,207 | $6,418iApproximate average salary by contribution assumption: employee only about $160,439 at 4% or $106,959 at 6%; with 50% employer match about $106,959 at 4% or $71,306 at 6%; with 100% employer match about $80,219 at 4% or $53,480 at 6%. |
| 2023 | 1 | 50 | $3,363,331 | $299,390 | $5,988iApproximate average salary by contribution assumption: employee only about $149,695 at 4% or $99,797 at 6%; with 50% employer match about $99,797 at 4% or $66,531 at 6%; with 100% employer match about $74,848 at 4% or $49,898 at 6%. |
| Whalen & Ives Inc. Safe Harbor 401(K) Plan | - | 50 | $3,363,331 | $299,390 | $5,988iApproximate average salary by contribution assumption: employee only about $149,695 at 4% or $99,797 at 6%; with 50% employer match about $99,797 at 4% or $66,531 at 6%; with 100% employer match about $74,848 at 4% or $49,898 at 6%. |
| 2022 | 1 | 49 | $2,628,518 | $317,173 | $6,473iApproximate average salary by contribution assumption: employee only about $161,823 at 4% or $107,882 at 6%; with 50% employer match about $107,882 at 4% or $71,921 at 6%; with 100% employer match about $80,911 at 4% or $53,941 at 6%. |
| Whalen & Ives Inc. Safe Harbor 401(K) Plan | - | 49 | $2,628,518 | $317,173 | $6,473iApproximate average salary by contribution assumption: employee only about $161,823 at 4% or $107,882 at 6%; with 50% employer match about $107,882 at 4% or $71,921 at 6%; with 100% employer match about $80,911 at 4% or $53,941 at 6%. |
| 2021 | 1 | 39 | $2,844,404 | $331,546 | $8,501iApproximate average salary by contribution assumption: employee only about $212,529 at 4% or $141,686 at 6%; with 50% employer match about $141,686 at 4% or $94,458 at 6%; with 100% employer match about $106,265 at 4% or $70,843 at 6%. |
| Whalen & Ives Inc. Safe Harbor 401(K) Plan | - | 39 | $2,844,404 | $331,546 | $8,501iApproximate average salary by contribution assumption: employee only about $212,529 at 4% or $141,686 at 6%; with 50% employer match about $141,686 at 4% or $94,458 at 6%; with 100% employer match about $106,265 at 4% or $70,843 at 6%. |
| 2020 | 1 | 34 | $2,211,346 | $242,537 | $7,133iApproximate average salary by contribution assumption: employee only about $178,336 at 4% or $118,891 at 6%; with 50% employer match about $118,891 at 4% or $79,260 at 6%; with 100% employer match about $89,168 at 4% or $59,445 at 6%. |
| Whalen & Ives Inc. Safe Harbor 401(K) Plan | - | 34 | $2,211,346 | $242,537 | $7,133iApproximate average salary by contribution assumption: employee only about $178,336 at 4% or $118,891 at 6%; with 50% employer match about $118,891 at 4% or $79,260 at 6%; with 100% employer match about $89,168 at 4% or $59,445 at 6%. |
| 2019 | 1 | 32 | $1,714,832 | $149,213 | $4,663iApproximate average salary by contribution assumption: employee only about $116,573 at 4% or $77,715 at 6%; with 50% employer match about $77,715 at 4% or $51,810 at 6%; with 100% employer match about $58,286 at 4% or $38,858 at 6%. |
| Whalen & Ives Inc. Safe Harbor 401(K) Plan | - | 32 | $1,714,832 | $149,213 | $4,663iApproximate average salary by contribution assumption: employee only about $116,573 at 4% or $77,715 at 6%; with 50% employer match about $77,715 at 4% or $51,810 at 6%; with 100% employer match about $58,286 at 4% or $38,858 at 6%. |
| 2018 | 1 | 29 | $1,286,768 | $176,563 | $6,088iApproximate average salary by contribution assumption: employee only about $152,209 at 4% or $101,473 at 6%; with 50% employer match about $101,473 at 4% or $67,649 at 6%; with 100% employer match about $76,105 at 4% or $50,736 at 6%. |
| Whalen & Ives Inc. Safe Harbor 401(K) Plan | - | 29 | $1,286,768 | $176,563 | $6,088iApproximate average salary by contribution assumption: employee only about $152,209 at 4% or $101,473 at 6%; with 50% employer match about $101,473 at 4% or $67,649 at 6%; with 100% employer match about $76,105 at 4% or $50,736 at 6%. |
| 2017 | 1 | 14 | $1,221,311 | $72,110 | $5,151iApproximate average salary by contribution assumption: employee only about $128,768 at 4% or $85,845 at 6%; with 50% employer match about $85,845 at 4% or $57,230 at 6%; with 100% employer match about $64,384 at 4% or $42,923 at 6%. |
| Whalen & Ives Inc. Safe Harbor 401(K) Plan | - | 14 | $1,221,311 | $72,110 | $5,151iApproximate average salary by contribution assumption: employee only about $128,768 at 4% or $85,845 at 6%; with 50% employer match about $85,845 at 4% or $57,230 at 6%; with 100% employer match about $64,384 at 4% or $42,923 at 6%. |
| 2016 | 1 | 14 | $997,776 | $67,819 | $4,844iApproximate average salary by contribution assumption: employee only about $121,105 at 4% or $80,737 at 6%; with 50% employer match about $80,737 at 4% or $53,825 at 6%; with 100% employer match about $60,553 at 4% or $40,368 at 6%. |
| Whalen & Ives Inc. Safe Harbor 401(K) Plan | - | 14 | $997,776 | $67,819 | $4,844iApproximate average salary by contribution assumption: employee only about $121,105 at 4% or $80,737 at 6%; with 50% employer match about $80,737 at 4% or $53,825 at 6%; with 100% employer match about $60,553 at 4% or $40,368 at 6%. |
| 2015 | 1 | 22 | $876,700 | $53,810 | $2,446iApproximate average salary by contribution assumption: employee only about $61,148 at 4% or $40,765 at 6%; with 50% employer match about $40,765 at 4% or $27,177 at 6%; with 100% employer match about $30,574 at 4% or $20,383 at 6%. |
| Whalen & Ives Inc. Safe Harbor 401(K) Plan | - | 22 | $876,700 | $53,810 | $2,446iApproximate average salary by contribution assumption: employee only about $61,148 at 4% or $40,765 at 6%; with 50% employer match about $40,765 at 4% or $27,177 at 6%; with 100% employer match about $30,574 at 4% or $20,383 at 6%. |
| 2014 | 1 | 24 | $811,243 | $41,245 | $1,719iApproximate average salary by contribution assumption: employee only about $42,964 at 4% or $28,642 at 6%; with 50% employer match about $28,642 at 4% or $19,095 at 6%; with 100% employer match about $21,482 at 4% or $14,321 at 6%. |
| Whalen & Ives Inc. Safe Harbor 401(K) Plan | - | 24 | $811,243 | $41,245 | $1,719iApproximate average salary by contribution assumption: employee only about $42,964 at 4% or $28,642 at 6%; with 50% employer match about $28,642 at 4% or $19,095 at 6%; with 100% employer match about $21,482 at 4% or $14,321 at 6%. |
| 2013 | 1 | 21 | $716,202 | $35,282 | $1,680iApproximate average salary by contribution assumption: employee only about $42,002 at 4% or $28,002 at 6%; with 50% employer match about $28,002 at 4% or $18,668 at 6%; with 100% employer match about $21,001 at 4% or $14,001 at 6%. |
| Whalen & Ives Inc. Safe Harbor 401(K) Plan | - | 21 | $716,202 | $35,282 | $1,680iApproximate average salary by contribution assumption: employee only about $42,002 at 4% or $28,002 at 6%; with 50% employer match about $28,002 at 4% or $18,668 at 6%; with 100% employer match about $21,001 at 4% or $14,001 at 6%. |
| 2012 | 1 | 19 | $567,562 | $41,701 | $2,195iApproximate average salary by contribution assumption: employee only about $54,870 at 4% or $36,580 at 6%; with 50% employer match about $36,580 at 4% or $24,387 at 6%; with 100% employer match about $27,435 at 4% or $18,290 at 6%. |
| Whalen & Ives Inc. Safe Harbor 401(K) Plan | - | 19 | $567,562 | $41,701 | $2,195iApproximate average salary by contribution assumption: employee only about $54,870 at 4% or $36,580 at 6%; with 50% employer match about $36,580 at 4% or $24,387 at 6%; with 100% employer match about $27,435 at 4% or $18,290 at 6%. |
| 2011 | 1 | 19 | $506,276 | $63,541 | $3,344iApproximate average salary by contribution assumption: employee only about $83,607 at 4% or $55,738 at 6%; with 50% employer match about $55,738 at 4% or $37,158 at 6%; with 100% employer match about $41,803 at 4% or $27,869 at 6%. |
| Whalen & Ives Inc. Safe Harbor 401(K) Plan | - | 19 | $506,276 | $63,541 | $3,344iApproximate average salary by contribution assumption: employee only about $83,607 at 4% or $55,738 at 6%; with 50% employer match about $55,738 at 4% or $37,158 at 6%; with 100% employer match about $41,803 at 4% or $27,869 at 6%. |
| 2010 | 1 | 19 | $474,435 | $42,636 | $2,244iApproximate average salary by contribution assumption: employee only about $56,100 at 4% or $37,400 at 6%; with 50% employer match about $37,400 at 4% or $24,933 at 6%; with 100% employer match about $28,050 at 4% or $18,700 at 6%. |
| Whalen & Ives Inc. Safe Harbor 401(K) Plan | - | 19 | $474,435 | $42,636 | $2,244iApproximate average salary by contribution assumption: employee only about $56,100 at 4% or $37,400 at 6%; with 50% employer match about $37,400 at 4% or $24,933 at 6%; with 100% employer match about $28,050 at 4% or $18,700 at 6%. |
| 2009 | 1 | 16 | $381,913 | $82,039 | $5,127iApproximate average salary by contribution assumption: employee only about $128,186 at 4% or $85,457 at 6%; with 50% employer match about $85,457 at 4% or $56,972 at 6%; with 100% employer match about $64,093 at 4% or $42,729 at 6%. |
| Whalen & Ives Inc. Safe Harbor 401(K) Plan | - | 16 | $381,913 | $82,039 | $5,127iApproximate average salary by contribution assumption: employee only about $128,186 at 4% or $85,457 at 6%; with 50% employer match about $85,457 at 4% or $56,972 at 6%; with 100% employer match about $64,093 at 4% or $42,729 at 6%. |
| 2008 | 1 | 18 | $272,290 | $100,200 | $5,567iApproximate average salary by contribution assumption: employee only about $139,167 at 4% or $92,778 at 6%; with 50% employer match about $92,778 at 4% or $61,852 at 6%; with 100% employer match about $69,583 at 4% or $46,389 at 6%. |
| Whalen & Ives Inc. Safe Harbor 401(K) Plan | - | 18 | $272,290 | $100,200 | $5,567iApproximate average salary by contribution assumption: employee only about $139,167 at 4% or $92,778 at 6%; with 50% employer match about $92,778 at 4% or $61,852 at 6%; with 100% employer match about $69,583 at 4% or $46,389 at 6%. |
| 2007 | 1 | 17 | $328,789 | $83,586 | $4,917iApproximate average salary by contribution assumption: employee only about $122,921 at 4% or $81,947 at 6%; with 50% employer match about $81,947 at 4% or $54,631 at 6%; with 100% employer match about $61,460 at 4% or $40,974 at 6%. |
| Whalen & Ives Inc. Safe Harbor 401(K) Plan | - | 17 | $328,789 | $83,586 | $4,917iApproximate average salary by contribution assumption: employee only about $122,921 at 4% or $81,947 at 6%; with 50% employer match about $81,947 at 4% or $54,631 at 6%; with 100% employer match about $61,460 at 4% or $40,974 at 6%. |
| 2006 | 1 | 15 | $242,707 | $93,201 | $6,213iApproximate average salary by contribution assumption: employee only about $155,335 at 4% or $103,557 at 6%; with 50% employer match about $103,557 at 4% or $69,038 at 6%; with 100% employer match about $77,668 at 4% or $51,778 at 6%. |
| Whalen & Ives Inc. Safe Harbor 401(K) Plan | - | 15 | $242,707 | $93,201 | $6,213iApproximate average salary by contribution assumption: employee only about $155,335 at 4% or $103,557 at 6%; with 50% employer match about $103,557 at 4% or $69,038 at 6%; with 100% employer match about $77,668 at 4% or $51,778 at 6%. |
| 2005 | 1 | 16 | $145,745 | $92,468 | $5,779iApproximate average salary by contribution assumption: employee only about $144,481 at 4% or $96,321 at 6%; with 50% employer match about $96,321 at 4% or $64,214 at 6%; with 100% employer match about $72,241 at 4% or $48,160 at 6%. |
| Whalen & Ives Inc. Safe Harbor 401(K) Plan | - | 16 | $145,745 | $92,468 | $5,779iApproximate average salary by contribution assumption: employee only about $144,481 at 4% or $96,321 at 6%; with 50% employer match about $96,321 at 4% or $64,214 at 6%; with 100% employer match about $72,241 at 4% or $48,160 at 6%. |
| 2004 | 1 | 14 | $44,109 | $40,552 | $2,897iApproximate average salary by contribution assumption: employee only about $72,414 at 4% or $48,276 at 6%; with 50% employer match about $48,276 at 4% or $32,184 at 6%; with 100% employer match about $36,207 at 4% or $24,138 at 6%. |
| Whalen & Ives Inc. Safe Harbor 401(K) Plan | - | 14 | $44,109 | $40,552 | $2,897iApproximate average salary by contribution assumption: employee only about $72,414 at 4% or $48,276 at 6%; with 50% employer match about $48,276 at 4% or $32,184 at 6%; with 100% employer match about $36,207 at 4% or $24,138 at 6%. |