Civic Intelligence

Whatley Financial Group LLC

Plan context: Whatley Financial Group LLC 401(K) Plan

EIN 26-1284704 • Birmingham, AL • 10 filings • 4 plans

2 North 20th Street, Suite 1400Birmingham, AL 35203
Current Snapshot

Latest Year

2017

2017 Participants

4

2017 Assets

$765,697

2017 Contributions

$91,893

Historical Graphs

Total Assets Over Time

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

$833,357$416,679$0200820132017YearValue
$765,697Latest year 2017

Participants Over Time

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

530200820132017YearValue
4Latest year 2017

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
201714$765,697$91,893$22,973iApproximate average salary by contribution assumption: employee only about $574,331 at 4% or $382,888 at 6%; with 50% employer match about $382,888 at 4% or $255,258 at 6%; with 100% employer match about $287,166 at 4% or $191,444 at 6%.
Whatley Financial Group LLC 401(K) Plan-4$765,697$91,893$22,973iApproximate average salary by contribution assumption: employee only about $574,331 at 4% or $382,888 at 6%; with 50% employer match about $382,888 at 4% or $255,258 at 6%; with 100% employer match about $287,166 at 4% or $191,444 at 6%.
201613$589,570$87,054$29,018iApproximate average salary by contribution assumption: employee only about $725,450 at 4% or $483,633 at 6%; with 50% employer match about $483,633 at 4% or $322,422 at 6%; with 100% employer match about $362,725 at 4% or $241,817 at 6%.
Whatley Financial Group LLC 401(K) Plan-3$589,570$87,054$29,018iApproximate average salary by contribution assumption: employee only about $725,450 at 4% or $483,633 at 6%; with 50% employer match about $483,633 at 4% or $322,422 at 6%; with 100% employer match about $362,725 at 4% or $241,817 at 6%.
201515$833,357$96,383$19,277iApproximate average salary by contribution assumption: employee only about $481,915 at 4% or $321,277 at 6%; with 50% employer match about $321,277 at 4% or $214,184 at 6%; with 100% employer match about $240,957 at 4% or $160,638 at 6%.
Whatley Financial Group LLC 401(K) Plan-5$833,357$96,383$19,277iApproximate average salary by contribution assumption: employee only about $481,915 at 4% or $321,277 at 6%; with 50% employer match about $321,277 at 4% or $214,184 at 6%; with 100% employer match about $240,957 at 4% or $160,638 at 6%.
201415$752,078$126,102$25,220iApproximate average salary by contribution assumption: employee only about $630,510 at 4% or $420,340 at 6%; with 50% employer match about $420,340 at 4% or $280,227 at 6%; with 100% employer match about $315,255 at 4% or $210,170 at 6%.
Whatley Financial Group LLC 401(K) Plan-5$752,078$126,102$25,220iApproximate average salary by contribution assumption: employee only about $630,510 at 4% or $420,340 at 6%; with 50% employer match about $420,340 at 4% or $280,227 at 6%; with 100% employer match about $315,255 at 4% or $210,170 at 6%.
201314$601,291$121,286$30,322iApproximate average salary by contribution assumption: employee only about $758,038 at 4% or $505,358 at 6%; with 50% employer match about $505,358 at 4% or $336,906 at 6%; with 100% employer match about $379,019 at 4% or $252,679 at 6%.
Whatley Financial Group LLC 401(K) Plan-4$601,291$121,286$30,322iApproximate average salary by contribution assumption: employee only about $758,038 at 4% or $505,358 at 6%; with 50% employer match about $505,358 at 4% or $336,906 at 6%; with 100% employer match about $379,019 at 4% or $252,679 at 6%.
201214$425,476$120,514$30,129iApproximate average salary by contribution assumption: employee only about $753,213 at 4% or $502,142 at 6%; with 50% employer match about $502,142 at 4% or $334,761 at 6%; with 100% employer match about $376,606 at 4% or $251,071 at 6%.
Whatley Financial Group LLC 401(K) Plan-4$425,476$120,514$30,129iApproximate average salary by contribution assumption: employee only about $753,213 at 4% or $502,142 at 6%; with 50% employer match about $502,142 at 4% or $334,761 at 6%; with 100% employer match about $376,606 at 4% or $251,071 at 6%.
201114$272,515$118,901$29,725iApproximate average salary by contribution assumption: employee only about $743,131 at 4% or $495,421 at 6%; with 50% employer match about $495,421 at 4% or $330,281 at 6%; with 100% employer match about $371,566 at 4% or $247,710 at 6%.
Whatley Financial Group LLC 401(K) Plan-4$272,515$118,901$29,725iApproximate average salary by contribution assumption: employee only about $743,131 at 4% or $495,421 at 6%; with 50% employer match about $495,421 at 4% or $330,281 at 6%; with 100% employer match about $371,566 at 4% or $247,710 at 6%.
201013$158,894$40,993$13,664iApproximate average salary by contribution assumption: employee only about $341,608 at 4% or $227,739 at 6%; with 50% employer match about $227,739 at 4% or $151,826 at 6%; with 100% employer match about $170,804 at 4% or $113,869 at 6%.
Whatley Financial Group LLC 401(K) Plan-3$158,894$40,993$13,664iApproximate average salary by contribution assumption: employee only about $341,608 at 4% or $227,739 at 6%; with 50% employer match about $227,739 at 4% or $151,826 at 6%; with 100% employer match about $170,804 at 4% or $113,869 at 6%.
200913$106,001$47,355$15,785iApproximate average salary by contribution assumption: employee only about $394,625 at 4% or $263,083 at 6%; with 50% employer match about $263,083 at 4% or $175,389 at 6%; with 100% employer match about $197,313 at 4% or $131,542 at 6%.
Whatley Financial Group LLC 401(K) Plan-3$106,001$47,355$15,785iApproximate average salary by contribution assumption: employee only about $394,625 at 4% or $263,083 at 6%; with 50% employer match about $263,083 at 4% or $175,389 at 6%; with 100% employer match about $197,313 at 4% or $131,542 at 6%.
200814$40,631$45,296$11,324iApproximate average salary by contribution assumption: employee only about $283,100 at 4% or $188,733 at 6%; with 50% employer match about $188,733 at 4% or $125,822 at 6%; with 100% employer match about $141,550 at 4% or $94,367 at 6%.
Whatley Financial Group LLC 401(K) Plan-4$40,631$45,296$11,324iApproximate average salary by contribution assumption: employee only about $283,100 at 4% or $188,733 at 6%; with 50% employer match about $188,733 at 4% or $125,822 at 6%; with 100% employer match about $141,550 at 4% or $94,367 at 6%.