Civic Intelligence

Whitaker, Mudd, Simms, Luke & Wells LLC

Plan context: Whitaker, Mudd, Simms, Luke & Wells LLC 401K Profit Sharing Plan

EIN 26-1495518 • Birmingham, AL • 15 filings • 6 plans

2001 Park Place Ste 400Birmingham, AL 35203
Current Snapshot

Latest Year

2022

2022 Participants

9

2022 Assets

$1,390,567

2022 Contributions

$3,169

Historical Graphs

Total Assets Over Time

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

$1,390,567$695,284$0200820152021YearValue
$1,390,567Latest year 2021

Participants Over Time

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

1890200820152021YearValue
9Latest year 2021

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
202210$0$3,169-
Whitaker, Mudd, Simms, Luke & Wells LLC 401K Profit Sharing Plan-0$0$3,169-
202119$1,390,567$128,186$14,243iApproximate average salary by contribution assumption: employee only about $356,072 at 4% or $237,381 at 6%; with 50% employer match about $237,381 at 4% or $158,254 at 6%; with 100% employer match about $178,036 at 4% or $118,691 at 6%.
Whitaker, Mudd, Simms, Luke & Wells LLC 401K Profit Sharing Plan-9$1,390,567$128,186$14,243iApproximate average salary by contribution assumption: employee only about $356,072 at 4% or $237,381 at 6%; with 50% employer match about $237,381 at 4% or $158,254 at 6%; with 100% employer match about $178,036 at 4% or $118,691 at 6%.
2020110$1,132,103$59,612$5,961iApproximate average salary by contribution assumption: employee only about $149,030 at 4% or $99,353 at 6%; with 50% employer match about $99,353 at 4% or $66,236 at 6%; with 100% employer match about $74,515 at 4% or $49,677 at 6%.
Whitaker, Mudd, Simms, Luke & Wells LLC 401K Profit Sharing Plan-10$1,132,103$59,612$5,961iApproximate average salary by contribution assumption: employee only about $149,030 at 4% or $99,353 at 6%; with 50% employer match about $99,353 at 4% or $66,236 at 6%; with 100% employer match about $74,515 at 4% or $49,677 at 6%.
201918$873,277$47,234$5,904iApproximate average salary by contribution assumption: employee only about $147,606 at 4% or $98,404 at 6%; with 50% employer match about $98,404 at 4% or $65,603 at 6%; with 100% employer match about $73,803 at 4% or $49,202 at 6%.
Whitaker, Mudd, Simms, Luke & Wells LLC 401K Profit Sharing Plan-8$873,277$47,234$5,904iApproximate average salary by contribution assumption: employee only about $147,606 at 4% or $98,404 at 6%; with 50% employer match about $98,404 at 4% or $65,603 at 6%; with 100% employer match about $73,803 at 4% or $49,202 at 6%.
201818$711,183$54,159$6,770iApproximate average salary by contribution assumption: employee only about $169,247 at 4% or $112,831 at 6%; with 50% employer match about $112,831 at 4% or $75,221 at 6%; with 100% employer match about $84,623 at 4% or $56,416 at 6%.
Whitaker, Mudd, Simms, Luke & Wells LLC 401K Profit Sharing Plan-8$711,183$54,159$6,770iApproximate average salary by contribution assumption: employee only about $169,247 at 4% or $112,831 at 6%; with 50% employer match about $112,831 at 4% or $75,221 at 6%; with 100% employer match about $84,623 at 4% or $56,416 at 6%.
201719$901,382$37,642$4,182iApproximate average salary by contribution assumption: employee only about $104,561 at 4% or $69,707 at 6%; with 50% employer match about $69,707 at 4% or $46,472 at 6%; with 100% employer match about $52,281 at 4% or $34,854 at 6%.
Whitaker, Mudd, Simms, Luke & Wells LLC 401K Profit Sharing Plan-9$901,382$37,642$4,182iApproximate average salary by contribution assumption: employee only about $104,561 at 4% or $69,707 at 6%; with 50% employer match about $69,707 at 4% or $46,472 at 6%; with 100% employer match about $52,281 at 4% or $34,854 at 6%.
2016111$774,769$47,294$4,299iApproximate average salary by contribution assumption: employee only about $107,486 at 4% or $71,658 at 6%; with 50% employer match about $71,658 at 4% or $47,772 at 6%; with 100% employer match about $53,743 at 4% or $35,829 at 6%.
Whitaker, Mudd, Simms, Luke & Wells LLC 401K Profit Sharing Plan-11$774,769$47,294$4,299iApproximate average salary by contribution assumption: employee only about $107,486 at 4% or $71,658 at 6%; with 50% employer match about $71,658 at 4% or $47,772 at 6%; with 100% employer match about $53,743 at 4% or $35,829 at 6%.
2015111$705,505$71,631$6,512iApproximate average salary by contribution assumption: employee only about $162,798 at 4% or $108,532 at 6%; with 50% employer match about $108,532 at 4% or $72,355 at 6%; with 100% employer match about $81,399 at 4% or $54,266 at 6%.
Whitaker, Mudd, Simms, Luke & Wells LLC 401K Profit Sharing Plan-11$705,505$71,631$6,512iApproximate average salary by contribution assumption: employee only about $162,798 at 4% or $108,532 at 6%; with 50% employer match about $108,532 at 4% or $72,355 at 6%; with 100% employer match about $81,399 at 4% or $54,266 at 6%.
2014111$662,168$77,423$7,038iApproximate average salary by contribution assumption: employee only about $175,961 at 4% or $117,308 at 6%; with 50% employer match about $117,308 at 4% or $78,205 at 6%; with 100% employer match about $87,981 at 4% or $58,654 at 6%.
Whitaker, Mudd, Simms, Luke & Wells LLC 401K Profit Sharing Plan-11$662,168$77,423$7,038iApproximate average salary by contribution assumption: employee only about $175,961 at 4% or $117,308 at 6%; with 50% employer match about $117,308 at 4% or $78,205 at 6%; with 100% employer match about $87,981 at 4% or $58,654 at 6%.
2013113$703,877$91,370$7,028iApproximate average salary by contribution assumption: employee only about $175,712 at 4% or $117,141 at 6%; with 50% employer match about $117,141 at 4% or $78,094 at 6%; with 100% employer match about $87,856 at 4% or $58,571 at 6%.
Whitaker, Mudd, Simms, Luke & Wells LLC 401K Profit Sharing Plan-13$703,877$91,370$7,028iApproximate average salary by contribution assumption: employee only about $175,712 at 4% or $117,141 at 6%; with 50% employer match about $117,141 at 4% or $78,094 at 6%; with 100% employer match about $87,856 at 4% or $58,571 at 6%.
2012115$566,289$101,434$6,762iApproximate average salary by contribution assumption: employee only about $169,057 at 4% or $112,704 at 6%; with 50% employer match about $112,704 at 4% or $75,136 at 6%; with 100% employer match about $84,528 at 4% or $56,352 at 6%.
Whitaker, Mudd, Simms, Luke & Wells LLC 401K Profit Sharing Plan-15$566,289$101,434$6,762iApproximate average salary by contribution assumption: employee only about $169,057 at 4% or $112,704 at 6%; with 50% employer match about $112,704 at 4% or $75,136 at 6%; with 100% employer match about $84,528 at 4% or $56,352 at 6%.
2011114$469,438$91,037$6,503iApproximate average salary by contribution assumption: employee only about $162,566 at 4% or $108,377 at 6%; with 50% employer match about $108,377 at 4% or $72,252 at 6%; with 100% employer match about $81,283 at 4% or $54,189 at 6%.
Whitaker, Mudd, Simms, Luke & Wells LLC 401K Profit Sharing Plan-14$469,438$91,037$6,503iApproximate average salary by contribution assumption: employee only about $162,566 at 4% or $108,377 at 6%; with 50% employer match about $108,377 at 4% or $72,252 at 6%; with 100% employer match about $81,283 at 4% or $54,189 at 6%.
2010116$399,152$109,507$6,844iApproximate average salary by contribution assumption: employee only about $171,105 at 4% or $114,070 at 6%; with 50% employer match about $114,070 at 4% or $76,047 at 6%; with 100% employer match about $85,552 at 4% or $57,035 at 6%.
Whitaker, Mudd, Simms, Luke & Wells LLC 401K Profit Sharing Plan-16$399,152$109,507$6,844iApproximate average salary by contribution assumption: employee only about $171,105 at 4% or $114,070 at 6%; with 50% employer match about $114,070 at 4% or $76,047 at 6%; with 100% employer match about $85,552 at 4% or $57,035 at 6%.
2009116$267,390$110,822$6,926iApproximate average salary by contribution assumption: employee only about $173,159 at 4% or $115,440 at 6%; with 50% employer match about $115,440 at 4% or $76,960 at 6%; with 100% employer match about $86,580 at 4% or $57,720 at 6%.
Whitaker, Mudd, Simms, Luke & Wells LLC 401K Profit Sharing Plan-16$267,390$110,822$6,926iApproximate average salary by contribution assumption: employee only about $173,159 at 4% or $115,440 at 6%; with 50% employer match about $115,440 at 4% or $76,960 at 6%; with 100% employer match about $86,580 at 4% or $57,720 at 6%.
2008118$115,437$114,906$6,384iApproximate average salary by contribution assumption: employee only about $159,592 at 4% or $106,394 at 6%; with 50% employer match about $106,394 at 4% or $70,930 at 6%; with 100% employer match about $79,796 at 4% or $53,197 at 6%.
Whitaker, Mudd, Simms, Luke & Wells LLC 401K Profit Sharing Plan-18$115,437$114,906$6,384iApproximate average salary by contribution assumption: employee only about $159,592 at 4% or $106,394 at 6%; with 50% employer match about $106,394 at 4% or $70,930 at 6%; with 100% employer match about $79,796 at 4% or $53,197 at 6%.