Civic Intelligence

Whitmer & Company

Plan context: Whitmer & Company 401K Plan

EIN 31-1223798 • Cincinnati, OH • 25 filings • 3 plans

615 Elsinore PlaceSuite 625Cincinnati, OH 45202
Current Snapshot

Latest Year

2024

2024 Participants

21

2024 Assets

$3,595,223

2024 Contributions

$277,958

Historical Graphs

Total Assets Over Time

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

$3,983,464$1,991,732$0199920132024YearValue
$3,595,223Latest year 2024

Participants Over Time

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

21110199920122024YearValue
21Latest 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
2024121$3,595,223$277,958$13,236iApproximate average salary by contribution assumption: employee only about $330,902 at 4% or $220,602 at 6%; with 50% employer match about $220,602 at 4% or $147,068 at 6%; with 100% employer match about $165,451 at 4% or $110,301 at 6%.
Whitmer & Company 401K Plan-21$3,595,223$277,958$13,236iApproximate average salary by contribution assumption: employee only about $330,902 at 4% or $220,602 at 6%; with 50% employer match about $220,602 at 4% or $147,068 at 6%; with 100% employer match about $165,451 at 4% or $110,301 at 6%.
2023119$3,983,464$308,528$16,238iApproximate average salary by contribution assumption: employee only about $405,958 at 4% or $270,639 at 6%; with 50% employer match about $270,639 at 4% or $180,426 at 6%; with 100% employer match about $202,979 at 4% or $135,319 at 6%.
Whitmer & Company 401K Plan-19$3,983,464$308,528$16,238iApproximate average salary by contribution assumption: employee only about $405,958 at 4% or $270,639 at 6%; with 50% employer match about $270,639 at 4% or $180,426 at 6%; with 100% employer match about $202,979 at 4% or $135,319 at 6%.
2022119$3,296,675$261,135$13,744iApproximate average salary by contribution assumption: employee only about $343,599 at 4% or $229,066 at 6%; with 50% employer match about $229,066 at 4% or $152,711 at 6%; with 100% employer match about $171,799 at 4% or $114,533 at 6%.
Whitmer & Company 401K Plan-19$3,296,675$261,135$13,744iApproximate average salary by contribution assumption: employee only about $343,599 at 4% or $229,066 at 6%; with 50% employer match about $229,066 at 4% or $152,711 at 6%; with 100% employer match about $171,799 at 4% or $114,533 at 6%.
2021119$3,665,432$251,402$13,232iApproximate average salary by contribution assumption: employee only about $330,792 at 4% or $220,528 at 6%; with 50% employer match about $220,528 at 4% or $147,019 at 6%; with 100% employer match about $165,396 at 4% or $110,264 at 6%.
Whitmer & Company 401K Plan-19$3,665,432$251,402$13,232iApproximate average salary by contribution assumption: employee only about $330,792 at 4% or $220,528 at 6%; with 50% employer match about $220,528 at 4% or $147,019 at 6%; with 100% employer match about $165,396 at 4% or $110,264 at 6%.
2020118$3,020,111$186,925$10,385iApproximate average salary by contribution assumption: employee only about $259,618 at 4% or $173,079 at 6%; with 50% employer match about $173,079 at 4% or $115,386 at 6%; with 100% employer match about $129,809 at 4% or $86,539 at 6%.
Whitmer & Company 401K Plan-18$3,020,111$186,925$10,385iApproximate average salary by contribution assumption: employee only about $259,618 at 4% or $173,079 at 6%; with 50% employer match about $173,079 at 4% or $115,386 at 6%; with 100% employer match about $129,809 at 4% or $86,539 at 6%.
2019119$2,398,914$216,129$11,375iApproximate average salary by contribution assumption: employee only about $284,380 at 4% or $189,587 at 6%; with 50% employer match about $189,587 at 4% or $126,391 at 6%; with 100% employer match about $142,190 at 4% or $94,793 at 6%.
Whitmer & Company 401K Plan-19$2,398,914$216,129$11,375iApproximate average salary by contribution assumption: employee only about $284,380 at 4% or $189,587 at 6%; with 50% employer match about $189,587 at 4% or $126,391 at 6%; with 100% employer match about $142,190 at 4% or $94,793 at 6%.
2018115$2,104,333$194,697$12,980iApproximate average salary by contribution assumption: employee only about $324,495 at 4% or $216,330 at 6%; with 50% employer match about $216,330 at 4% or $144,220 at 6%; with 100% employer match about $162,248 at 4% or $108,165 at 6%.
Whitmer & Company 401K Plan-15$2,104,333$194,697$12,980iApproximate average salary by contribution assumption: employee only about $324,495 at 4% or $216,330 at 6%; with 50% employer match about $216,330 at 4% or $144,220 at 6%; with 100% employer match about $162,248 at 4% or $108,165 at 6%.
2017113$2,179,983$182,814$14,063iApproximate average salary by contribution assumption: employee only about $351,565 at 4% or $234,377 at 6%; with 50% employer match about $234,377 at 4% or $156,251 at 6%; with 100% employer match about $175,783 at 4% or $117,188 at 6%.
Whitmer & Company 401K Plan-13$2,179,983$182,814$14,063iApproximate average salary by contribution assumption: employee only about $351,565 at 4% or $234,377 at 6%; with 50% employer match about $234,377 at 4% or $156,251 at 6%; with 100% employer match about $175,783 at 4% or $117,188 at 6%.
2016114$1,730,152$180,585$12,899iApproximate average salary by contribution assumption: employee only about $322,473 at 4% or $214,982 at 6%; with 50% employer match about $214,982 at 4% or $143,321 at 6%; with 100% employer match about $161,237 at 4% or $107,491 at 6%.
Whitmer & Company 401K Plan-14$1,730,152$180,585$12,899iApproximate average salary by contribution assumption: employee only about $322,473 at 4% or $214,982 at 6%; with 50% employer match about $214,982 at 4% or $143,321 at 6%; with 100% employer match about $161,237 at 4% or $107,491 at 6%.
2015115$2,478,689$179,488$11,966iApproximate average salary by contribution assumption: employee only about $299,147 at 4% or $199,431 at 6%; with 50% employer match about $199,431 at 4% or $132,954 at 6%; with 100% employer match about $149,573 at 4% or $99,716 at 6%.
Whitmer & Company 401K Plan-15$2,478,689$179,488$11,966iApproximate average salary by contribution assumption: employee only about $299,147 at 4% or $199,431 at 6%; with 50% employer match about $199,431 at 4% or $132,954 at 6%; with 100% employer match about $149,573 at 4% or $99,716 at 6%.
2014115$2,343,718$166,128$11,075iApproximate average salary by contribution assumption: employee only about $276,880 at 4% or $184,587 at 6%; with 50% employer match about $184,587 at 4% or $123,058 at 6%; with 100% employer match about $138,440 at 4% or $92,293 at 6%.
Whitmer & Company 401K Plan-15$2,343,718$166,128$11,075iApproximate average salary by contribution assumption: employee only about $276,880 at 4% or $184,587 at 6%; with 50% employer match about $184,587 at 4% or $123,058 at 6%; with 100% employer match about $138,440 at 4% or $92,293 at 6%.
2013116$2,017,048$159,682$9,980iApproximate average salary by contribution assumption: employee only about $249,503 at 4% or $166,335 at 6%; with 50% employer match about $166,335 at 4% or $110,890 at 6%; with 100% employer match about $124,752 at 4% or $83,168 at 6%.
Whitmer & Company 401K Plan-16$2,017,048$159,682$9,980iApproximate average salary by contribution assumption: employee only about $249,503 at 4% or $166,335 at 6%; with 50% employer match about $166,335 at 4% or $110,890 at 6%; with 100% employer match about $124,752 at 4% or $83,168 at 6%.
2012117$1,536,765$184,922$10,878iApproximate average salary by contribution assumption: employee only about $271,944 at 4% or $181,296 at 6%; with 50% employer match about $181,296 at 4% or $120,864 at 6%; with 100% employer match about $135,972 at 4% or $90,648 at 6%.
Whitmer & Company 401K Plan-17$1,536,765$184,922$10,878iApproximate average salary by contribution assumption: employee only about $271,944 at 4% or $181,296 at 6%; with 50% employer match about $181,296 at 4% or $120,864 at 6%; with 100% employer match about $135,972 at 4% or $90,648 at 6%.
2011115$1,672,733$180,723$12,048iApproximate average salary by contribution assumption: employee only about $301,205 at 4% or $200,803 at 6%; with 50% employer match about $200,803 at 4% or $133,869 at 6%; with 100% employer match about $150,603 at 4% or $100,402 at 6%.
Whitmer & Company 401K Plan-15$1,672,733$180,723$12,048iApproximate average salary by contribution assumption: employee only about $301,205 at 4% or $200,803 at 6%; with 50% employer match about $200,803 at 4% or $133,869 at 6%; with 100% employer match about $150,603 at 4% or $100,402 at 6%.
2010115$1,586,799$178,894$11,926iApproximate average salary by contribution assumption: employee only about $298,157 at 4% or $198,771 at 6%; with 50% employer match about $198,771 at 4% or $132,514 at 6%; with 100% employer match about $149,078 at 4% or $99,386 at 6%.
Whitmer & Company 401K Plan-15$1,586,799$178,894$11,926iApproximate average salary by contribution assumption: employee only about $298,157 at 4% or $198,771 at 6%; with 50% employer match about $198,771 at 4% or $132,514 at 6%; with 100% employer match about $149,078 at 4% or $99,386 at 6%.
2009114$1,453,052$134,142$9,582iApproximate average salary by contribution assumption: employee only about $239,539 at 4% or $159,693 at 6%; with 50% employer match about $159,693 at 4% or $106,462 at 6%; with 100% employer match about $119,770 at 4% or $79,846 at 6%.
Whitmer & Company 401K Plan-14$1,453,052$134,142$9,582iApproximate average salary by contribution assumption: employee only about $239,539 at 4% or $159,693 at 6%; with 50% employer match about $159,693 at 4% or $106,462 at 6%; with 100% employer match about $119,770 at 4% or $79,846 at 6%.
2008111$998,511$142,601$12,964iApproximate average salary by contribution assumption: employee only about $324,093 at 4% or $216,062 at 6%; with 50% employer match about $216,062 at 4% or $144,041 at 6%; with 100% employer match about $162,047 at 4% or $108,031 at 6%.
Whitmer & Company 401K Plan-11$998,511$142,601$12,964iApproximate average salary by contribution assumption: employee only about $324,093 at 4% or $216,062 at 6%; with 50% employer match about $216,062 at 4% or $144,041 at 6%; with 100% employer match about $162,047 at 4% or $108,031 at 6%.
2007112$0$0-
Whitmer & Company 401K Plan-12---
2006111$1,548,878$158,919$14,447iApproximate average salary by contribution assumption: employee only about $361,180 at 4% or $240,786 at 6%; with 50% employer match about $240,786 at 4% or $160,524 at 6%; with 100% employer match about $180,590 at 4% or $120,393 at 6%.
Whitmer & Company 401K Plan-11$1,548,878$158,919$14,447iApproximate average salary by contribution assumption: employee only about $361,180 at 4% or $240,786 at 6%; with 50% employer match about $240,786 at 4% or $160,524 at 6%; with 100% employer match about $180,590 at 4% or $120,393 at 6%.
2004112$1,074,572$100,390$8,366iApproximate average salary by contribution assumption: employee only about $209,146 at 4% or $139,431 at 6%; with 50% employer match about $139,431 at 4% or $92,954 at 6%; with 100% employer match about $104,573 at 4% or $69,715 at 6%.
Whitmer & Company 401K Plan-12$1,074,572$100,390$8,366iApproximate average salary by contribution assumption: employee only about $209,146 at 4% or $139,431 at 6%; with 50% employer match about $139,431 at 4% or $92,954 at 6%; with 100% employer match about $104,573 at 4% or $69,715 at 6%.
2003114$870,962$102,049$7,289iApproximate average salary by contribution assumption: employee only about $182,230 at 4% or $121,487 at 6%; with 50% employer match about $121,487 at 4% or $80,991 at 6%; with 100% employer match about $91,115 at 4% or $60,743 at 6%.
Whitmer & Company 401K Plan-14$870,962$102,049$7,289iApproximate average salary by contribution assumption: employee only about $182,230 at 4% or $121,487 at 6%; with 50% employer match about $121,487 at 4% or $80,991 at 6%; with 100% employer match about $91,115 at 4% or $60,743 at 6%.
2002113$660,794$92,263$7,097iApproximate average salary by contribution assumption: employee only about $177,429 at 4% or $118,286 at 6%; with 50% employer match about $118,286 at 4% or $78,857 at 6%; with 100% employer match about $88,714 at 4% or $59,143 at 6%.
Whitmer & Company 401K Plan-13$660,794$92,263$7,097iApproximate average salary by contribution assumption: employee only about $177,429 at 4% or $118,286 at 6%; with 50% employer match about $118,286 at 4% or $78,857 at 6%; with 100% employer match about $88,714 at 4% or $59,143 at 6%.
2001113$702,746$84,784$6,522iApproximate average salary by contribution assumption: employee only about $163,046 at 4% or $108,697 at 6%; with 50% employer match about $108,697 at 4% or $72,465 at 6%; with 100% employer match about $81,523 at 4% or $54,349 at 6%.
Whitmer & Company 401K Plan-13$702,746$84,784$6,522iApproximate average salary by contribution assumption: employee only about $163,046 at 4% or $108,697 at 6%; with 50% employer match about $108,697 at 4% or $72,465 at 6%; with 100% employer match about $81,523 at 4% or $54,349 at 6%.
2000112$689,419$88,488$7,374iApproximate average salary by contribution assumption: employee only about $184,350 at 4% or $122,900 at 6%; with 50% employer match about $122,900 at 4% or $81,933 at 6%; with 100% employer match about $92,175 at 4% or $61,450 at 6%.
Whitmer & Company 401K Plan-12$689,419$88,488$7,374iApproximate average salary by contribution assumption: employee only about $184,350 at 4% or $122,900 at 6%; with 50% employer match about $122,900 at 4% or $81,933 at 6%; with 100% employer match about $92,175 at 4% or $61,450 at 6%.
1999112$625,093$86,951$7,246iApproximate average salary by contribution assumption: employee only about $181,148 at 4% or $120,765 at 6%; with 50% employer match about $120,765 at 4% or $80,510 at 6%; with 100% employer match about $90,574 at 4% or $60,383 at 6%.
Whitmer & Company 401K Plan-12$625,093$86,951$7,246iApproximate average salary by contribution assumption: employee only about $181,148 at 4% or $120,765 at 6%; with 50% employer match about $120,765 at 4% or $80,510 at 6%; with 100% employer match about $90,574 at 4% or $60,383 at 6%.