Civic Intelligence

Whaley Financial Inc. DBA Paladin Advisor Group LLC

Plan context: Whaley Financial Inc. DBA Paladin Advisor Group LLC Defined Benefit Plan

EIN 26-4339068 • Elkridge, MD • 15 filings • 2 plans

8178 Lark Brown RoadSuite 201Elkridge, MD 21075
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$2,306,584

2024 Contributions

$326,977

Historical Graphs

Total Assets Over Time

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

$2,306,584$1,153,292$0201520202024YearValue
$2,306,584Latest year 2024

Participants Over Time

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

530201520202024YearValue
5Latest year 2024

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
202425$2,306,584$326,977$65,395iApproximate average salary by contribution assumption: employee only about $1,634,885 at 4% or $1,089,923 at 6%; with 50% employer match about $1,089,923 at 4% or $726,616 at 6%; with 100% employer match about $817,443 at 4% or $544,962 at 6%.
Whaley Financial Inc. DBA Paladin Advisor Group LLC Defined Benefit Plan-3$1,993,831$261,878$87,293iApproximate average salary by contribution assumption: employee only about $2,182,317 at 4% or $1,454,878 at 6%; with 50% employer match about $1,454,878 at 4% or $969,919 at 6%; with 100% employer match about $1,091,158 at 4% or $727,439 at 6%.
Whaley Financial Inc. DBA Paladin Advisor Group LLC 401(K) Plan-5$312,753$65,099$13,020iApproximate average salary by contribution assumption: employee only about $325,495 at 4% or $216,997 at 6%; with 50% employer match about $216,997 at 4% or $144,664 at 6%; with 100% employer match about $162,748 at 4% or $108,498 at 6%.
202324$1,797,055$177,708$44,427iApproximate average salary by contribution assumption: employee only about $1,110,675 at 4% or $740,450 at 6%; with 50% employer match about $740,450 at 4% or $493,633 at 6%; with 100% employer match about $555,338 at 4% or $370,225 at 6%.
Whaley Financial Inc. DBA Paladin Advisor Group LLC Defined Benefit Plan-3$1,596,245$127,826$42,609iApproximate average salary by contribution assumption: employee only about $1,065,217 at 4% or $710,144 at 6%; with 50% employer match about $710,144 at 4% or $473,430 at 6%; with 100% employer match about $532,608 at 4% or $355,072 at 6%.
Whaley Financial Inc. DBA Paladin Advisor Group LLC 401(K) Plan-4$200,810$49,882$12,471iApproximate average salary by contribution assumption: employee only about $311,763 at 4% or $207,842 at 6%; with 50% employer match about $207,842 at 4% or $138,561 at 6%; with 100% employer match about $155,881 at 4% or $103,921 at 6%.
202224$1,452,434$158,095$39,524iApproximate average salary by contribution assumption: employee only about $988,094 at 4% or $658,729 at 6%; with 50% employer match about $658,729 at 4% or $439,153 at 6%; with 100% employer match about $494,047 at 4% or $329,365 at 6%.
Whaley Financial Inc. DBA Paladin Advisor Group LLC Defined Benefit Plan-3$1,338,705$100,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
Whaley Financial Inc. DBA Paladin Advisor Group LLC 401(K) Plan-4$113,729$58,095$14,524iApproximate average salary by contribution assumption: employee only about $363,094 at 4% or $242,063 at 6%; with 50% employer match about $242,063 at 4% or $161,375 at 6%; with 100% employer match about $181,547 at 4% or $121,031 at 6%.
202124$1,415,739$307,343$76,836iApproximate average salary by contribution assumption: employee only about $1,920,894 at 4% or $1,280,596 at 6%; with 50% employer match about $1,280,596 at 4% or $853,731 at 6%; with 100% employer match about $960,447 at 4% or $640,298 at 6%.
Whaley Financial Inc. DBA Paladin Advisor Group LLC Defined Benefit Plan-3$1,337,851$250,000$83,333iApproximate average salary by contribution assumption: employee only about $2,083,333 at 4% or $1,388,889 at 6%; with 50% employer match about $1,388,889 at 4% or $925,926 at 6%; with 100% employer match about $1,041,667 at 4% or $694,444 at 6%.
Whaley Financial Inc. DBA Paladin Advisor Group LLC 401(K) Plan-4$77,888$57,343$14,336iApproximate average salary by contribution assumption: employee only about $358,394 at 4% or $238,929 at 6%; with 50% employer match about $238,929 at 4% or $159,286 at 6%; with 100% employer match about $179,197 at 4% or $119,465 at 6%.
202024$1,009,925$288,459$72,115iApproximate average salary by contribution assumption: employee only about $1,802,869 at 4% or $1,201,913 at 6%; with 50% employer match about $1,201,913 at 4% or $801,275 at 6%; with 100% employer match about $901,434 at 4% or $600,956 at 6%.
Whaley Financial Inc. DBA Paladin Advisor Group LLC Defined Benefit Plan-3$995,507$275,000$91,667iApproximate average salary by contribution assumption: employee only about $2,291,667 at 4% or $1,527,778 at 6%; with 50% employer match about $1,527,778 at 4% or $1,018,519 at 6%; with 100% employer match about $1,145,833 at 4% or $763,889 at 6%.
Whaley Financial Inc. DBA Paladin Advisor Group LLC 401(K) Plan-4$14,418$13,459$3,365iApproximate average salary by contribution assumption: employee only about $84,119 at 4% or $56,079 at 6%; with 50% employer match about $56,079 at 4% or $37,386 at 6%; with 100% employer match about $42,059 at 4% or $28,040 at 6%.
201913$660,169$220,000$73,333iApproximate average salary by contribution assumption: employee only about $1,833,333 at 4% or $1,222,222 at 6%; with 50% employer match about $1,222,222 at 4% or $814,815 at 6%; with 100% employer match about $916,667 at 4% or $611,111 at 6%.
Whaley Financial Inc. DBA Paladin Advisor Group LLC Defined Benefit Plan-3$660,169$220,000$73,333iApproximate average salary by contribution assumption: employee only about $1,833,333 at 4% or $1,222,222 at 6%; with 50% employer match about $1,222,222 at 4% or $814,815 at 6%; with 100% employer match about $916,667 at 4% or $611,111 at 6%.
201813$388,601$126,875$42,292iApproximate average salary by contribution assumption: employee only about $1,057,292 at 4% or $704,861 at 6%; with 50% employer match about $704,861 at 4% or $469,907 at 6%; with 100% employer match about $528,646 at 4% or $352,431 at 6%.
Whaley Financial Inc. DBA Paladin Advisor Group LLC Defined Benefit Plan-3$388,601$126,875$42,292iApproximate average salary by contribution assumption: employee only about $1,057,292 at 4% or $704,861 at 6%; with 50% employer match about $704,861 at 4% or $469,907 at 6%; with 100% employer match about $528,646 at 4% or $352,431 at 6%.
201713$276,538$100,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
Whaley Financial Inc. DBA Paladin Advisor Group LLC Defined Benefit Plan-3$276,538$100,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
201613$176,477$90,465$30,155iApproximate average salary by contribution assumption: employee only about $753,875 at 4% or $502,583 at 6%; with 50% employer match about $502,583 at 4% or $335,056 at 6%; with 100% employer match about $376,938 at 4% or $251,292 at 6%.
Whaley Financial Inc. DBA Paladin Advisor Group LLC Defined Benefit Plan-3$176,477$90,465$30,155iApproximate average salary by contribution assumption: employee only about $753,875 at 4% or $502,583 at 6%; with 50% employer match about $502,583 at 4% or $335,056 at 6%; with 100% employer match about $376,938 at 4% or $251,292 at 6%.
201513$86,000$86,000$28,667iApproximate average salary by contribution assumption: employee only about $716,667 at 4% or $477,778 at 6%; with 50% employer match about $477,778 at 4% or $318,519 at 6%; with 100% employer match about $358,333 at 4% or $238,889 at 6%.
Whaley Financial Inc. DBA Paladin Advisor Group LLC Defined Benefit Plan-3$86,000$86,000$28,667iApproximate average salary by contribution assumption: employee only about $716,667 at 4% or $477,778 at 6%; with 50% employer match about $477,778 at 4% or $318,519 at 6%; with 100% employer match about $358,333 at 4% or $238,889 at 6%.