Civic Intelligence

Malachy Whalen & Co. Inc.

Plan context: Malachy Whalen & Co. Inc. Amended and Restated Salary Reduction Ps

EIN 25-1387299 • 13 filings • 3 plans

Current Snapshot

Latest Year

2008

2008 Participants

3

2008 Assets

$1,582,861

2008 Contributions

$55,758

Historical Graphs

Total Assets Over Time

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

$1,582,861$791,431$0199920052006YearValue
$1,582,861Latest year 2006

Participants Over Time

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

530199920042008YearValue
3Latest year 2008

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
200813$0$0-
Malachy Whalen & Co. Inc. Amended and Restated Salary Reduction Ps-3---
200714$0$0-
Malachy Whalen & Co. Inc. Amended and Restated Salary Reduction Ps-4---
200614$1,582,861$55,758$13,940iApproximate average salary by contribution assumption: employee only about $348,488 at 4% or $232,325 at 6%; with 50% employer match about $232,325 at 4% or $154,883 at 6%; with 100% employer match about $174,244 at 4% or $116,163 at 6%.
Malachy Whalen & Co. Inc. Amended and Restated Salary Reduction Ps-4$1,582,861$55,758$13,940iApproximate average salary by contribution assumption: employee only about $348,488 at 4% or $232,325 at 6%; with 50% employer match about $232,325 at 4% or $154,883 at 6%; with 100% employer match about $174,244 at 4% or $116,163 at 6%.
200514$1,378,444$58,087$14,522iApproximate average salary by contribution assumption: employee only about $363,044 at 4% or $242,029 at 6%; with 50% employer match about $242,029 at 4% or $161,353 at 6%; with 100% employer match about $181,522 at 4% or $121,015 at 6%.
Malachy Whalen & Co. Inc. Amended and Restated Salary Reduction Ps-4$1,378,444$58,087$14,522iApproximate average salary by contribution assumption: employee only about $363,044 at 4% or $242,029 at 6%; with 50% employer match about $242,029 at 4% or $161,353 at 6%; with 100% employer match about $181,522 at 4% or $121,015 at 6%.
200414$1,246,660$55,069$13,767iApproximate average salary by contribution assumption: employee only about $344,181 at 4% or $229,454 at 6%; with 50% employer match about $229,454 at 4% or $152,969 at 6%; with 100% employer match about $172,091 at 4% or $114,727 at 6%.
Malachy Whalen & Co. Inc. Amended and Restated Salary Reduction Ps-4$1,246,660$55,069$13,767iApproximate average salary by contribution assumption: employee only about $344,181 at 4% or $229,454 at 6%; with 50% employer match about $229,454 at 4% or $152,969 at 6%; with 100% employer match about $172,091 at 4% or $114,727 at 6%.
200315$0$0-
Malachy Whalen & Co. Inc. Amended and Restated Salary Reduction Ps-5---
200215$0$0-
Malachy Whalen & Co. Inc. Amended and Restated Salary Reduction Ps-5---
200125$0$0-
Malachy Whalen & Co. Inc. Defined Benefit Pension Plan-0---
Malachy Whalen & Co. Inc. Amended and Restated Salary Reduction Ps-5---
200025$0$0-
Malachy Whalen & Co. Inc. Defined Benefit Pension Plan-5---
Malachy Whalen & Co. Inc. Amended and Restated Salary Reduction Ps-5---
199925$1,574,656$120,111$24,022iApproximate average salary by contribution assumption: employee only about $600,555 at 4% or $400,370 at 6%; with 50% employer match about $400,370 at 4% or $266,913 at 6%; with 100% employer match about $300,278 at 4% or $200,185 at 6%.
Malachy Whalen & Co. Inc. Amended and Restated Salary Reduction Ps-5$839,696$31,325$6,265iApproximate average salary by contribution assumption: employee only about $156,625 at 4% or $104,417 at 6%; with 50% employer match about $104,417 at 4% or $69,611 at 6%; with 100% employer match about $78,313 at 4% or $52,208 at 6%.
Malachy Whalen & Co. Inc. Defined Benefit Pension Plan-5$734,960$88,786$17,757iApproximate average salary by contribution assumption: employee only about $443,930 at 4% or $295,953 at 6%; with 50% employer match about $295,953 at 4% or $197,302 at 6%; with 100% employer match about $221,965 at 4% or $147,977 at 6%.