Civic Intelligence

Whelan Financial Group Inc.

Plan context: Whelan Financial Group Inc. Profit Sharing Plan

EIN 22-3341307 • 5 filings • 1 plans

Current Snapshot

Latest Year

2003

2003 Participants

8

2003 Assets

$428,299

2003 Contributions

$116,399

Historical Graphs

Total Assets Over Time

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

$556,909$278,455$0199920012002YearValue
$428,299Latest year 2002

Participants Over Time

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

840199920012002YearValue
8Latest year 2002

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
200310$0$0-
Whelan Financial Group Inc. Profit Sharing Plan-0---
200218$428,299$0-
Whelan Financial Group Inc. Profit Sharing Plan-8$428,299--
200118$504,647$0-
Whelan Financial Group Inc. Profit Sharing Plan-8$504,647--
200018$556,909$116,399$14,550iApproximate average salary by contribution assumption: employee only about $363,747 at 4% or $242,498 at 6%; with 50% employer match about $242,498 at 4% or $161,665 at 6%; with 100% employer match about $181,873 at 4% or $121,249 at 6%.
Whelan Financial Group Inc. Profit Sharing Plan-8$556,909$116,399$14,550iApproximate average salary by contribution assumption: employee only about $363,747 at 4% or $242,498 at 6%; with 50% employer match about $242,498 at 4% or $161,665 at 6%; with 100% employer match about $181,873 at 4% or $121,249 at 6%.
199917$476,593$95,533$13,648iApproximate average salary by contribution assumption: employee only about $341,189 at 4% or $227,460 at 6%; with 50% employer match about $227,460 at 4% or $151,640 at 6%; with 100% employer match about $170,595 at 4% or $113,730 at 6%.
Whelan Financial Group Inc. Profit Sharing Plan-7$476,593$95,533$13,648iApproximate average salary by contribution assumption: employee only about $341,189 at 4% or $227,460 at 6%; with 50% employer match about $227,460 at 4% or $151,640 at 6%; with 100% employer match about $170,595 at 4% or $113,730 at 6%.