The Whitaker Group Inc.
Plan context: The Whitaker Group Inc. 401(K) Plan
EIN 27-0814595 • Reston, VA • 22 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$555,508
2024 Contributions
$830
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 4 | $555,508 | $0 | - |
| The Whitaker Group Inc. 401(K) Plan | - | 4 | $555,508 | $0 | - |
| 2023 | 1 | 4 | $510,505 | $830 | $208iApproximate average salary by contribution assumption: employee only about $5,188 at 4% or $3,458 at 6%; with 50% employer match about $3,458 at 4% or $2,306 at 6%; with 100% employer match about $2,594 at 4% or $1,729 at 6%. |
| The Whitaker Group Inc. 401(K) Plan | - | 4 | $510,505 | $830 | $208iApproximate average salary by contribution assumption: employee only about $5,188 at 4% or $3,458 at 6%; with 50% employer match about $3,458 at 4% or $2,306 at 6%; with 100% employer match about $2,594 at 4% or $1,729 at 6%. |
| 2022 | 1 | 4 | $449,984 | $6,457 | $1,614iApproximate average salary by contribution assumption: employee only about $40,356 at 4% or $26,904 at 6%; with 50% employer match about $26,904 at 4% or $17,936 at 6%; with 100% employer match about $20,178 at 4% or $13,452 at 6%. |
| The Whitaker Group Inc. 401(K) Plan | - | 4 | $449,984 | $6,457 | $1,614iApproximate average salary by contribution assumption: employee only about $40,356 at 4% or $26,904 at 6%; with 50% employer match about $26,904 at 4% or $17,936 at 6%; with 100% employer match about $20,178 at 4% or $13,452 at 6%. |
| 2021 | 2 | 3 | $515,858 | $35,145 | $11,715iApproximate average salary by contribution assumption: employee only about $292,875 at 4% or $195,250 at 6%; with 50% employer match about $195,250 at 4% or $130,167 at 6%; with 100% employer match about $146,438 at 4% or $97,625 at 6%. |
| The Whitaker Group Inc. 401(K) Plan | - | 3 | $515,858 | $35,145 | $11,715iApproximate average salary by contribution assumption: employee only about $292,875 at 4% or $195,250 at 6%; with 50% employer match about $195,250 at 4% or $130,167 at 6%; with 100% employer match about $146,438 at 4% or $97,625 at 6%. |
| THE WHITAKER GROUP CASH BALANCE PLAN | - | 0 | $0 | $0 | - |
| 2020 | 2 | 3 | $958,627 | $51,424 | $17,141iApproximate average salary by contribution assumption: employee only about $428,533 at 4% or $285,689 at 6%; with 50% employer match about $285,689 at 4% or $190,459 at 6%; with 100% employer match about $214,267 at 4% or $142,844 at 6%. |
| THE WHITAKER GROUP CASH BALANCE PLAN | - | 2 | $505,664 | $1,200 | $600iApproximate average salary by contribution assumption: employee only about $15,000 at 4% or $10,000 at 6%; with 50% employer match about $10,000 at 4% or $6,667 at 6%; with 100% employer match about $7,500 at 4% or $5,000 at 6%. |
| The Whitaker Group Inc. 401(K) Plan | - | 3 | $452,963 | $50,224 | $16,741iApproximate average salary by contribution assumption: employee only about $418,533 at 4% or $279,022 at 6%; with 50% employer match about $279,022 at 4% or $186,015 at 6%; with 100% employer match about $209,267 at 4% or $139,511 at 6%. |
| 2019 | 2 | 6 | $1,053,993 | $57,288 | $9,548iApproximate average salary by contribution assumption: employee only about $238,700 at 4% or $159,133 at 6%; with 50% employer match about $159,133 at 4% or $106,089 at 6%; with 100% employer match about $119,350 at 4% or $79,567 at 6%. |
| The Whitaker Group Inc. 401(K) Plan | - | 6 | $534,281 | $57,288 | $9,548iApproximate average salary by contribution assumption: employee only about $238,700 at 4% or $159,133 at 6%; with 50% employer match about $159,133 at 4% or $106,089 at 6%; with 100% employer match about $119,350 at 4% or $79,567 at 6%. |
| THE WHITAKER GROUP CASH BALANCE PLAN | - | 4 | $519,712 | $0 | - |
| 2018 | 2 | 7 | $901,310 | $111,013 | $15,859iApproximate average salary by contribution assumption: employee only about $396,475 at 4% or $264,317 at 6%; with 50% employer match about $264,317 at 4% or $176,211 at 6%; with 100% employer match about $198,238 at 4% or $132,158 at 6%. |
| THE WHITAKER GROUP CASH BALANCE PLAN | - | 5 | $471,118 | $50,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| The Whitaker Group Inc. 401(K) Plan | - | 7 | $430,192 | $61,013 | $8,716iApproximate average salary by contribution assumption: employee only about $217,904 at 4% or $145,269 at 6%; with 50% employer match about $145,269 at 4% or $96,846 at 6%; with 100% employer match about $108,952 at 4% or $72,635 at 6%. |
| 2017 | 2 | 7 | $891,983 | $302,000 | $43,143iApproximate average salary by contribution assumption: employee only about $1,078,571 at 4% or $719,048 at 6%; with 50% employer match about $719,048 at 4% or $479,365 at 6%; with 100% employer match about $539,286 at 4% or $359,524 at 6%. |
| THE WHITAKER GROUP CASH BALANCE PLAN | - | 5 | $460,777 | $232,000 | $46,400iApproximate average salary by contribution assumption: employee only about $1,160,000 at 4% or $773,333 at 6%; with 50% employer match about $773,333 at 4% or $515,556 at 6%; with 100% employer match about $580,000 at 4% or $386,667 at 6%. |
| The Whitaker Group Inc. 401(K) Plan | - | 7 | $431,206 | $70,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| 2016 | 2 | 4 | $657,899 | $263,325 | $65,831iApproximate average salary by contribution assumption: employee only about $1,645,781 at 4% or $1,097,188 at 6%; with 50% employer match about $1,097,188 at 4% or $731,458 at 6%; with 100% employer match about $822,891 at 4% or $548,594 at 6%. |
| The Whitaker Group Inc. 401(K) Plan | - | 4 | $445,136 | $50,562 | $12,641iApproximate average salary by contribution assumption: employee only about $316,013 at 4% or $210,675 at 6%; with 50% employer match about $210,675 at 4% or $140,450 at 6%; with 100% employer match about $158,006 at 4% or $105,338 at 6%. |
| THE WHITAKER GROUP CASH BALANCE PLAN | - | 2 | $212,763 | $212,763 | $106,382iApproximate average salary by contribution assumption: employee only about $2,659,538 at 4% or $1,773,025 at 6%; with 50% employer match about $1,773,025 at 4% or $1,182,017 at 6%; with 100% employer match about $1,329,769 at 4% or $886,513 at 6%. |
| 2015 | 1 | 5 | $378,630 | $43,993 | $8,799iApproximate average salary by contribution assumption: employee only about $219,965 at 4% or $146,643 at 6%; with 50% employer match about $146,643 at 4% or $97,762 at 6%; with 100% employer match about $109,983 at 4% or $73,322 at 6%. |
| The Whitaker Group Inc. 401(K) Plan | - | 5 | $378,630 | $43,993 | $8,799iApproximate average salary by contribution assumption: employee only about $219,965 at 4% or $146,643 at 6%; with 50% employer match about $146,643 at 4% or $97,762 at 6%; with 100% employer match about $109,983 at 4% or $73,322 at 6%. |
| 2014 | 1 | 5 | $340,612 | $43,384 | $8,677iApproximate average salary by contribution assumption: employee only about $216,920 at 4% or $144,613 at 6%; with 50% employer match about $144,613 at 4% or $96,409 at 6%; with 100% employer match about $108,460 at 4% or $72,307 at 6%. |
| The Whitaker Group Inc. 401(K) Plan | - | 5 | $340,612 | $43,384 | $8,677iApproximate average salary by contribution assumption: employee only about $216,920 at 4% or $144,613 at 6%; with 50% employer match about $144,613 at 4% or $96,409 at 6%; with 100% employer match about $108,460 at 4% or $72,307 at 6%. |
| 2013 | 1 | 3 | $277,576 | $48,167 | $16,056iApproximate average salary by contribution assumption: employee only about $401,392 at 4% or $267,594 at 6%; with 50% employer match about $267,594 at 4% or $178,396 at 6%; with 100% employer match about $200,696 at 4% or $133,797 at 6%. |
| The Whitaker Group Inc. 401(K) Plan | - | 3 | $277,576 | $48,167 | $16,056iApproximate average salary by contribution assumption: employee only about $401,392 at 4% or $267,594 at 6%; with 50% employer match about $267,594 at 4% or $178,396 at 6%; with 100% employer match about $200,696 at 4% or $133,797 at 6%. |
| 2012 | 1 | 5 | $216,596 | $53,987 | $10,797iApproximate average salary by contribution assumption: employee only about $269,935 at 4% or $179,957 at 6%; with 50% employer match about $179,957 at 4% or $119,971 at 6%; with 100% employer match about $134,968 at 4% or $89,978 at 6%. |
| The Whitaker Group Inc. 401(K) Plan | - | 5 | $216,596 | $53,987 | $10,797iApproximate average salary by contribution assumption: employee only about $269,935 at 4% or $179,957 at 6%; with 50% employer match about $179,957 at 4% or $119,971 at 6%; with 100% employer match about $134,968 at 4% or $89,978 at 6%. |
| 2011 | 1 | 6 | $149,529 | $63,397 | $10,566iApproximate average salary by contribution assumption: employee only about $264,154 at 4% or $176,103 at 6%; with 50% employer match about $176,103 at 4% or $117,402 at 6%; with 100% employer match about $132,077 at 4% or $88,051 at 6%. |
| The Whitaker Group Inc. 401(K) Plan | - | 6 | $149,529 | $63,397 | $10,566iApproximate average salary by contribution assumption: employee only about $264,154 at 4% or $176,103 at 6%; with 50% employer match about $176,103 at 4% or $117,402 at 6%; with 100% employer match about $132,077 at 4% or $88,051 at 6%. |
| 2010 | 1 | 4 | $88,751 | $45,581 | $11,395iApproximate average salary by contribution assumption: employee only about $284,881 at 4% or $189,921 at 6%; with 50% employer match about $189,921 at 4% or $126,614 at 6%; with 100% employer match about $142,441 at 4% or $94,960 at 6%. |
| The Whitaker Group Inc. 401(K) Plan | - | 4 | $88,751 | $45,581 | $11,395iApproximate average salary by contribution assumption: employee only about $284,881 at 4% or $189,921 at 6%; with 50% employer match about $189,921 at 4% or $126,614 at 6%; with 100% employer match about $142,441 at 4% or $94,960 at 6%. |
| 2009 | 1 | 3 | $34,223 | $18,065 | $6,022iApproximate average salary by contribution assumption: employee only about $150,542 at 4% or $100,361 at 6%; with 50% employer match about $100,361 at 4% or $66,907 at 6%; with 100% employer match about $75,271 at 4% or $50,181 at 6%. |
| The Whitaker Group Inc. 401(K) Plan | - | 3 | $34,223 | $18,065 | $6,022iApproximate average salary by contribution assumption: employee only about $150,542 at 4% or $100,361 at 6%; with 50% employer match about $100,361 at 4% or $66,907 at 6%; with 100% employer match about $75,271 at 4% or $50,181 at 6%. |