Civic Intelligence

Whelchel Partners Inc.

Plan context: THE OPEN 401K MEP WHELCHEL PARTNERS, INC.

EIN 27-2963168 • Gilbert, AZ • 10 filings • 4 plans

2487 South Gilbert RoadSuite 106-454Gilbert, AZ 85295
Current Snapshot

Latest Year

2022

2022 Participants

2

2022 Assets

$552,167

2022 Contributions

$39,000

Historical Graphs

Total Assets Over Time

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

$552,167$276,084$0201520182021YearValue
$552,167Latest year 2021

Participants Over Time

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

320201520182021YearValue
2Latest 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
202220$0$0-
THE OPEN 401K MEP FIDUCIARY WISE, LLC-0$0--
WHELCHEL PARTNERS SPIN OFF-0$0--
202112$552,167$0-
THE OPEN 401K MEP WHELCHEL PARTNERS, INC.-2$552,167--
202022$511,097$39,000$19,500iApproximate average salary by contribution assumption: employee only about $487,500 at 4% or $325,000 at 6%; with 50% employer match about $325,000 at 4% or $216,667 at 6%; with 100% employer match about $243,750 at 4% or $162,500 at 6%.
THE OPEN 401K MEP WHELCHEL PARTNERS, INC.-2$511,097$39,000$19,500iApproximate average salary by contribution assumption: employee only about $487,500 at 4% or $325,000 at 6%; with 50% employer match about $325,000 at 4% or $216,667 at 6%; with 100% employer match about $243,750 at 4% or $162,500 at 6%.
The Wealthy and Wise 401K Plan-0$0$0-
201913$360,701$41,148$13,716iApproximate average salary by contribution assumption: employee only about $342,900 at 4% or $228,600 at 6%; with 50% employer match about $228,600 at 4% or $152,400 at 6%; with 100% employer match about $171,450 at 4% or $114,300 at 6%.
The Wealthy and Wise 401K Plan-3$360,701$41,148$13,716iApproximate average salary by contribution assumption: employee only about $342,900 at 4% or $228,600 at 6%; with 50% employer match about $228,600 at 4% or $152,400 at 6%; with 100% employer match about $171,450 at 4% or $114,300 at 6%.
201813$256,828$51,105$17,035iApproximate average salary by contribution assumption: employee only about $425,875 at 4% or $283,917 at 6%; with 50% employer match about $283,917 at 4% or $189,278 at 6%; with 100% employer match about $212,938 at 4% or $141,958 at 6%.
The Wealthy and Wise 401K Plan-3$256,828$51,105$17,035iApproximate average salary by contribution assumption: employee only about $425,875 at 4% or $283,917 at 6%; with 50% employer match about $283,917 at 4% or $189,278 at 6%; with 100% employer match about $212,938 at 4% or $141,958 at 6%.
201712$224,201$67,018$33,509iApproximate average salary by contribution assumption: employee only about $837,725 at 4% or $558,483 at 6%; with 50% employer match about $558,483 at 4% or $372,322 at 6%; with 100% employer match about $418,863 at 4% or $279,242 at 6%.
The Wealthy and Wise 401K Plan-2$224,201$67,018$33,509iApproximate average salary by contribution assumption: employee only about $837,725 at 4% or $558,483 at 6%; with 50% employer match about $558,483 at 4% or $372,322 at 6%; with 100% employer match about $418,863 at 4% or $279,242 at 6%.
201613$139,972$47,405$15,802iApproximate average salary by contribution assumption: employee only about $395,042 at 4% or $263,361 at 6%; with 50% employer match about $263,361 at 4% or $175,574 at 6%; with 100% employer match about $197,521 at 4% or $131,681 at 6%.
The Wealthy and Wise 401K Plan-3$139,972$47,405$15,802iApproximate average salary by contribution assumption: employee only about $395,042 at 4% or $263,361 at 6%; with 50% employer match about $263,361 at 4% or $175,574 at 6%; with 100% employer match about $197,521 at 4% or $131,681 at 6%.
201513$82,807$84,334$28,111iApproximate average salary by contribution assumption: employee only about $702,783 at 4% or $468,522 at 6%; with 50% employer match about $468,522 at 4% or $312,348 at 6%; with 100% employer match about $351,392 at 4% or $234,261 at 6%.
The Wealthy and Wise 401K Plan-3$82,807$84,334$28,111iApproximate average salary by contribution assumption: employee only about $702,783 at 4% or $468,522 at 6%; with 50% employer match about $468,522 at 4% or $312,348 at 6%; with 100% employer match about $351,392 at 4% or $234,261 at 6%.