Whalen Inc.
Plan context: WHALEN INCORPORATED 401K RETIREMENT SAVINGS PLAN
EIN 31-1339562 • 8 filings • 3 plans
Current Snapshot
Latest Year
2005
2005 Participants
6
2005 Assets
$444,655
2005 Contributions
$54,363
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 |
|---|---|---|---|---|---|
| 2005 | 1 | 0 | $0 | $0 | - |
| WHALEN INCORPORATED 401K RETIREMENT SAVINGS PLAN | - | 0 | - | - | - |
| 2004 | 1 | 6 | $444,655 | $54,363 | $9,061iApproximate average salary by contribution assumption: employee only about $226,513 at 4% or $151,008 at 6%; with 50% employer match about $151,008 at 4% or $100,672 at 6%; with 100% employer match about $113,256 at 4% or $75,504 at 6%. |
| WHALEN INCORPORATED 401K RETIREMENT SAVINGS PLAN | - | 6 | $444,655 | $54,363 | $9,061iApproximate average salary by contribution assumption: employee only about $226,513 at 4% or $151,008 at 6%; with 50% employer match about $151,008 at 4% or $100,672 at 6%; with 100% employer match about $113,256 at 4% or $75,504 at 6%. |
| 2003 | 1 | 6 | $353,041 | $54,883 | $9,147iApproximate average salary by contribution assumption: employee only about $228,679 at 4% or $152,453 at 6%; with 50% employer match about $152,453 at 4% or $101,635 at 6%; with 100% employer match about $114,340 at 4% or $76,226 at 6%. |
| WHALEN INCORPORATED 401K RETIREME NT SAVINGS PLAN | - | 6 | $353,041 | $54,883 | $9,147iApproximate average salary by contribution assumption: employee only about $228,679 at 4% or $152,453 at 6%; with 50% employer match about $152,453 at 4% or $101,635 at 6%; with 100% employer match about $114,340 at 4% or $76,226 at 6%. |
| 2002 | 2 | 6 | $238,579 | $343,231 | $57,205iApproximate average salary by contribution assumption: employee only about $1,430,129 at 4% or $953,419 at 6%; with 50% employer match about $953,419 at 4% or $635,613 at 6%; with 100% employer match about $715,065 at 4% or $476,710 at 6%. |
| WHALEN INCORPORATED 401K RETIREMENT SAVINGS PLAN | - | 6 | $238,579 | $243,231 | $40,539iApproximate average salary by contribution assumption: employee only about $1,013,463 at 4% or $675,642 at 6%; with 50% employer match about $675,642 at 4% or $450,428 at 6%; with 100% employer match about $506,731 at 4% or $337,821 at 6%. |
| Whalen Inc. Defined Benefit Pension Plan | - | 0 | - | $100,000 | - |
| 2001 | 1 | 4 | $0 | $0 | - |
| Whalen Inc. Defined Benefit Pension Plan | - | 4 | - | - | - |
| 2000 | 1 | 5 | $178,992 | $85,813 | $17,163iApproximate average salary by contribution assumption: employee only about $429,065 at 4% or $286,043 at 6%; with 50% employer match about $286,043 at 4% or $190,696 at 6%; with 100% employer match about $214,532 at 4% or $143,022 at 6%. |
| Whalen Inc. Defined Benefit Pension Plan | - | 5 | $178,992 | $85,813 | $17,163iApproximate average salary by contribution assumption: employee only about $429,065 at 4% or $286,043 at 6%; with 50% employer match about $286,043 at 4% or $190,696 at 6%; with 100% employer match about $214,532 at 4% or $143,022 at 6%. |
| 1999 | 1 | 7 | $261,036 | $102,653 | $14,665iApproximate average salary by contribution assumption: employee only about $366,618 at 4% or $244,412 at 6%; with 50% employer match about $244,412 at 4% or $162,941 at 6%; with 100% employer match about $183,309 at 4% or $122,206 at 6%. |
| Whalen Inc. Defined Benefit Pension Plan | - | 7 | $261,036 | $102,653 | $14,665iApproximate average salary by contribution assumption: employee only about $366,618 at 4% or $244,412 at 6%; with 50% employer match about $244,412 at 4% or $162,941 at 6%; with 100% employer match about $183,309 at 4% or $122,206 at 6%. |