Ebelhar Whitehead PLLC
Plan context: Ebelhar Whitehead PLLC 401(K) P/S Plan
EIN 27-2616366 • Owensboro, KY • 32 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
17
2024 Assets
$3,254,787
2024 Contributions
$336,176
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 | 3 | 17 | $3,254,787 | $336,176 | $19,775iApproximate average salary by contribution assumption: employee only about $494,376 at 4% or $329,584 at 6%; with 50% employer match about $329,584 at 4% or $219,723 at 6%; with 100% employer match about $247,188 at 4% or $164,792 at 6%. |
| Ebelhar Whitehead PLLC 401(K) P/S Plan | - | 14 | $2,205,495 | $248,193 | $17,728iApproximate average salary by contribution assumption: employee only about $443,202 at 4% or $295,468 at 6%; with 50% employer match about $295,468 at 4% or $196,979 at 6%; with 100% employer match about $221,601 at 4% or $147,734 at 6%. |
| EBELHAR WHITEHEAD, PLLC CASH BALANCE PLAN | - | 17 | $1,045,334 | $47,079 | $2,769iApproximate average salary by contribution assumption: employee only about $69,234 at 4% or $46,156 at 6%; with 50% employer match about $46,156 at 4% or $30,771 at 6%; with 100% employer match about $34,617 at 4% or $23,078 at 6%. |
| EBELHAR WHITEHEAD PLLC CBS BENEFIT PLAN | - | 8 | $3,958 | $40,904 | $5,113iApproximate average salary by contribution assumption: employee only about $127,825 at 4% or $85,217 at 6%; with 50% employer match about $85,217 at 4% or $56,811 at 6%; with 100% employer match about $63,913 at 4% or $42,608 at 6%. |
| 2023 | 3 | 17 | $4,153,506 | $242,255 | $14,250iApproximate average salary by contribution assumption: employee only about $356,257 at 4% or $237,505 at 6%; with 50% employer match about $237,505 at 4% or $158,337 at 6%; with 100% employer match about $178,129 at 4% or $118,752 at 6%. |
| EBELHAR WHITEHEAD, PLLC CASH BALANCE PLAN | - | 17 | $2,251,939 | $80,573 | $4,740iApproximate average salary by contribution assumption: employee only about $118,490 at 4% or $78,993 at 6%; with 50% employer match about $78,993 at 4% or $52,662 at 6%; with 100% employer match about $59,245 at 4% or $39,497 at 6%. |
| Ebelhar Whitehead PLLC 401(K) P/S Plan | - | 16 | $1,899,106 | $118,609 | $7,413iApproximate average salary by contribution assumption: employee only about $185,327 at 4% or $123,551 at 6%; with 50% employer match about $123,551 at 4% or $82,367 at 6%; with 100% employer match about $92,663 at 4% or $61,776 at 6%. |
| EBELHAR WHITEHEAD PLLC CBS BENEFIT PLAN | - | 8 | $2,461 | $43,073 | $5,384iApproximate average salary by contribution assumption: employee only about $134,603 at 4% or $89,735 at 6%; with 50% employer match about $89,735 at 4% or $59,824 at 6%; with 100% employer match about $67,302 at 4% or $44,868 at 6%. |
| 2022 | 3 | 18 | $3,553,080 | $367,954 | $20,442iApproximate average salary by contribution assumption: employee only about $511,047 at 4% or $340,698 at 6%; with 50% employer match about $340,698 at 4% or $227,132 at 6%; with 100% employer match about $255,524 at 4% or $170,349 at 6%. |
| EBELHAR WHITEHEAD, PLLC CASH BALANCE PLAN | - | 16 | $1,996,579 | $110,032 | $6,877iApproximate average salary by contribution assumption: employee only about $171,925 at 4% or $114,617 at 6%; with 50% employer match about $114,617 at 4% or $76,411 at 6%; with 100% employer match about $85,963 at 4% or $57,308 at 6%. |
| Ebelhar Whitehead PLLC 401(K) P/S Plan | - | 18 | $1,556,142 | $222,332 | $12,352iApproximate average salary by contribution assumption: employee only about $308,794 at 4% or $205,863 at 6%; with 50% employer match about $205,863 at 4% or $137,242 at 6%; with 100% employer match about $154,397 at 4% or $102,931 at 6%. |
| EBELHAR WHITEHEAD PLLC CBS BENEFIT PLAN | - | 7 | $359 | $35,590 | $5,084iApproximate average salary by contribution assumption: employee only about $127,107 at 4% or $84,738 at 6%; with 50% employer match about $84,738 at 4% or $56,492 at 6%; with 100% employer match about $63,554 at 4% or $42,369 at 6%. |
| 2021 | 2 | 17 | $3,661,477 | $343,387 | $20,199iApproximate average salary by contribution assumption: employee only about $504,981 at 4% or $336,654 at 6%; with 50% employer match about $336,654 at 4% or $224,436 at 6%; with 100% employer match about $252,490 at 4% or $168,327 at 6%. |
| EBELHAR WHITEHEAD, PLLC CASH BALANCE PLAN | - | 14 | $2,031,340 | $143,422 | $10,244iApproximate average salary by contribution assumption: employee only about $256,111 at 4% or $170,740 at 6%; with 50% employer match about $170,740 at 4% or $113,827 at 6%; with 100% employer match about $128,055 at 4% or $85,370 at 6%. |
| Ebelhar Whitehead PLLC 401(K) P/S Plan | - | 17 | $1,630,137 | $199,965 | $11,763iApproximate average salary by contribution assumption: employee only about $294,066 at 4% or $196,044 at 6%; with 50% employer match about $196,044 at 4% or $130,696 at 6%; with 100% employer match about $147,033 at 4% or $98,022 at 6%. |
| 2020 | 3 | 14 | $2,982,177 | $365,262 | $26,090iApproximate average salary by contribution assumption: employee only about $652,254 at 4% or $434,836 at 6%; with 50% employer match about $434,836 at 4% or $289,890 at 6%; with 100% employer match about $326,127 at 4% or $217,418 at 6%. |
| EBELHAR WHITEHEAD, PLLC CASH BALANCE PLAN | - | 11 | $1,645,326 | $121,656 | $11,060iApproximate average salary by contribution assumption: employee only about $276,491 at 4% or $184,327 at 6%; with 50% employer match about $184,327 at 4% or $122,885 at 6%; with 100% employer match about $138,245 at 4% or $92,164 at 6%. |
| Ebelhar Whitehead PLLC 401(K) P/S Plan | - | 14 | $1,336,851 | $175,965 | $12,569iApproximate average salary by contribution assumption: employee only about $314,223 at 4% or $209,482 at 6%; with 50% employer match about $209,482 at 4% or $139,655 at 6%; with 100% employer match about $157,112 at 4% or $104,741 at 6%. |
| EBELHAR WHITEHEAD CPA CBS BENEFIT PLAN | - | 0 | $0 | $67,641 | - |
| 2019 | 2 | 15 | $4,012,116 | $468,821 | $31,255iApproximate average salary by contribution assumption: employee only about $781,368 at 4% or $520,912 at 6%; with 50% employer match about $520,912 at 4% or $347,275 at 6%; with 100% employer match about $390,684 at 4% or $260,456 at 6%. |
| EBELHAR WHITEHEAD, PLLC CASH BALANCE PLAN | - | 15 | $2,446,283 | $255,308 | $17,021iApproximate average salary by contribution assumption: employee only about $425,513 at 4% or $283,676 at 6%; with 50% employer match about $283,676 at 4% or $189,117 at 6%; with 100% employer match about $212,757 at 4% or $141,838 at 6%. |
| Ebelhar Whitehead PLLC 401(K) P/S Plan | - | 15 | $1,565,833 | $213,513 | $14,234iApproximate average salary by contribution assumption: employee only about $355,855 at 4% or $237,237 at 6%; with 50% employer match about $237,237 at 4% or $158,158 at 6%; with 100% employer match about $177,928 at 4% or $118,618 at 6%. |
| 2018 | 2 | 13 | $3,024,471 | $423,753 | $32,596iApproximate average salary by contribution assumption: employee only about $814,910 at 4% or $543,273 at 6%; with 50% employer match about $543,273 at 4% or $362,182 at 6%; with 100% employer match about $407,455 at 4% or $271,637 at 6%. |
| EBELHAR WHITEHEAD, PLLC CASH BALANCE PLAN | - | 13 | $1,805,200 | $208,489 | $16,038iApproximate average salary by contribution assumption: employee only about $400,940 at 4% or $267,294 at 6%; with 50% employer match about $267,294 at 4% or $178,196 at 6%; with 100% employer match about $200,470 at 4% or $133,647 at 6%. |
| Ebelhar Whitehead PLLC 401(K) P/S Plan | - | 13 | $1,219,271 | $215,264 | $16,559iApproximate average salary by contribution assumption: employee only about $413,969 at 4% or $275,979 at 6%; with 50% employer match about $275,979 at 4% or $183,986 at 6%; with 100% employer match about $206,985 at 4% or $137,990 at 6%. |
| 2017 | 2 | 13 | $2,706,400 | $382,831 | $29,449iApproximate average salary by contribution assumption: employee only about $736,213 at 4% or $490,809 at 6%; with 50% employer match about $490,809 at 4% or $327,206 at 6%; with 100% employer match about $368,107 at 4% or $245,404 at 6%. |
| EBELHAR WHITEHEAD, PLLC CASH BALANCE PLAN | - | 13 | $1,580,559 | $200,000 | $15,385iApproximate average salary by contribution assumption: employee only about $384,615 at 4% or $256,410 at 6%; with 50% employer match about $256,410 at 4% or $170,940 at 6%; with 100% employer match about $192,308 at 4% or $128,205 at 6%. |
| Ebelhar Whitehead PLLC 401(K) P/S Plan | - | 11 | $1,125,841 | $182,831 | $16,621iApproximate average salary by contribution assumption: employee only about $415,525 at 4% or $277,017 at 6%; with 50% employer match about $277,017 at 4% or $184,678 at 6%; with 100% employer match about $207,763 at 4% or $138,508 at 6%. |
| 2016 | 2 | 12 | $2,073,797 | $392,950 | $32,746iApproximate average salary by contribution assumption: employee only about $818,646 at 4% or $545,764 at 6%; with 50% employer match about $545,764 at 4% or $363,843 at 6%; with 100% employer match about $409,323 at 4% or $272,882 at 6%. |
| EBELHAR WHITEHEAD, PLLC CASH BALANCE PLAN | - | 12 | $1,234,573 | $225,828 | $18,819iApproximate average salary by contribution assumption: employee only about $470,475 at 4% or $313,650 at 6%; with 50% employer match about $313,650 at 4% or $209,100 at 6%; with 100% employer match about $235,238 at 4% or $156,825 at 6%. |
| Ebelhar Whitehead PLLC 401(K) P/S Plan | - | 11 | $839,224 | $167,122 | $15,193iApproximate average salary by contribution assumption: employee only about $379,823 at 4% or $253,215 at 6%; with 50% employer match about $253,215 at 4% or $168,810 at 6%; with 100% employer match about $189,911 at 4% or $126,608 at 6%. |
| 2015 | 2 | 13 | $1,633,512 | $365,678 | $28,129iApproximate average salary by contribution assumption: employee only about $703,227 at 4% or $468,818 at 6%; with 50% employer match about $468,818 at 4% or $312,545 at 6%; with 100% employer match about $351,613 at 4% or $234,409 at 6%. |
| EBELHAR WHITEHEAD, PLLC CASH BALANCE PLAN | - | 13 | $969,685 | $205,800 | $15,831iApproximate average salary by contribution assumption: employee only about $395,769 at 4% or $263,846 at 6%; with 50% employer match about $263,846 at 4% or $175,897 at 6%; with 100% employer match about $197,885 at 4% or $131,923 at 6%. |
| Ebelhar Whitehead PLLC 401(K) P/S Plan | - | 12 | $663,827 | $159,878 | $13,323iApproximate average salary by contribution assumption: employee only about $333,079 at 4% or $222,053 at 6%; with 50% employer match about $222,053 at 4% or $148,035 at 6%; with 100% employer match about $166,540 at 4% or $111,026 at 6%. |
| 2014 | 2 | 13 | $1,326,895 | $290,784 | $22,368iApproximate average salary by contribution assumption: employee only about $559,200 at 4% or $372,800 at 6%; with 50% employer match about $372,800 at 4% or $248,533 at 6%; with 100% employer match about $279,600 at 4% or $186,400 at 6%. |
| EBELHAR WHITEHEAD, PLLC CASH BALANCE PLAN | - | 13 | $787,870 | $156,000 | $12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%. |
| Ebelhar Whitehead PLLC 401(K) P/S Plan | - | 13 | $539,025 | $134,784 | $10,368iApproximate average salary by contribution assumption: employee only about $259,200 at 4% or $172,800 at 6%; with 50% employer match about $172,800 at 4% or $115,200 at 6%; with 100% employer match about $129,600 at 4% or $86,400 at 6%. |
| 2013 | 2 | 11 | $972,722 | $302,384 | $27,489iApproximate average salary by contribution assumption: employee only about $687,236 at 4% or $458,158 at 6%; with 50% employer match about $458,158 at 4% or $305,438 at 6%; with 100% employer match about $343,618 at 4% or $229,079 at 6%. |
| EBELHAR WHITEHEAD, PLLC CASH BALANCE PLAN | - | 10 | $586,358 | $200,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| Ebelhar Whitehead PLLC 401(K) P/S Plan | - | 11 | $386,364 | $102,384 | $9,308iApproximate average salary by contribution assumption: employee only about $232,691 at 4% or $155,127 at 6%; with 50% employer match about $155,127 at 4% or $103,418 at 6%; with 100% employer match about $116,345 at 4% or $77,564 at 6%. |
| 2012 | 2 | 10 | $574,695 | $249,068 | $24,907iApproximate average salary by contribution assumption: employee only about $622,670 at 4% or $415,113 at 6%; with 50% employer match about $415,113 at 4% or $276,742 at 6%; with 100% employer match about $311,335 at 4% or $207,557 at 6%. |
| EBELHAR WHITEHEAD, PLLC CASH BALANCE PLAN | - | 10 | $335,503 | $165,000 | $16,500iApproximate average salary by contribution assumption: employee only about $412,500 at 4% or $275,000 at 6%; with 50% employer match about $275,000 at 4% or $183,333 at 6%; with 100% employer match about $206,250 at 4% or $137,500 at 6%. |
| Ebelhar Whitehead PLLC 401(K) P/S Plan | - | 10 | $239,192 | $84,068 | $8,407iApproximate average salary by contribution assumption: employee only about $210,170 at 4% or $140,113 at 6%; with 50% employer match about $140,113 at 4% or $93,409 at 6%; with 100% employer match about $105,085 at 4% or $70,057 at 6%. |
| 2011 | 2 | 7 | $299,811 | $299,266 | $42,752iApproximate average salary by contribution assumption: employee only about $1,068,807 at 4% or $712,538 at 6%; with 50% employer match about $712,538 at 4% or $475,025 at 6%; with 100% employer match about $534,404 at 4% or $356,269 at 6%. |
| EBELHAR WHITEHEAD, PLLC CASH BALANCE PLAN | - | 7 | $162,468 | $162,468 | $23,210iApproximate average salary by contribution assumption: employee only about $580,243 at 4% or $386,829 at 6%; with 50% employer match about $386,829 at 4% or $257,886 at 6%; with 100% employer match about $290,121 at 4% or $193,414 at 6%. |
| Ebelhar Whitehead PLLC 401(K) P/S Plan | - | 7 | $137,343 | $136,798 | $19,543iApproximate average salary by contribution assumption: employee only about $488,564 at 4% or $325,710 at 6%; with 50% employer match about $325,710 at 4% or $217,140 at 6%; with 100% employer match about $244,282 at 4% or $162,855 at 6%. |