Civic Intelligence

J. Whitney Wallingford

Plan context: J. Whitney Wallingford, Psc Profit Sharing Plan

EIN 31-1564329 • Lexington, KY • 29 filings • 5 plans

1050 Monarch St. Ste. 302Lexington, KY 40513
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$2,170,194

2024 Contributions

$110,200

Historical Graphs

Total Assets Over Time

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

$2,170,194$1,085,097$0199920122024YearValue
$2,170,194Latest year 2024

Participants Over Time

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

740199920122024YearValue
3Latest 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
202413$2,170,194$110,200$36,733iApproximate average salary by contribution assumption: employee only about $918,333 at 4% or $612,222 at 6%; with 50% employer match about $612,222 at 4% or $408,148 at 6%; with 100% employer match about $459,167 at 4% or $306,111 at 6%.
J. Whitney Wallingford, Psc Profit Sharing Plan-3$2,170,194$110,200$36,733iApproximate average salary by contribution assumption: employee only about $918,333 at 4% or $612,222 at 6%; with 50% employer match about $612,222 at 4% or $408,148 at 6%; with 100% employer match about $459,167 at 4% or $306,111 at 6%.
202313$1,811,893$100,775$33,592iApproximate average salary by contribution assumption: employee only about $839,792 at 4% or $559,861 at 6%; with 50% employer match about $559,861 at 4% or $373,241 at 6%; with 100% employer match about $419,896 at 4% or $279,931 at 6%.
J. Whitney Wallingford, Psc Profit Sharing Plan-3$1,811,893$100,775$33,592iApproximate average salary by contribution assumption: employee only about $839,792 at 4% or $559,861 at 6%; with 50% employer match about $559,861 at 4% or $373,241 at 6%; with 100% employer match about $419,896 at 4% or $279,931 at 6%.
202212$1,513,736$20,000$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%.
J. Whitney Wallingford, Psc Profit Sharing Plan-2$1,513,736$20,000$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%.
202111$1,836,817$0-
J. Whitney Wallingford, Psc Profit Sharing Plan-1$1,836,817--
202015$1,455,229$28,056$5,611iApproximate average salary by contribution assumption: employee only about $140,280 at 4% or $93,520 at 6%; with 50% employer match about $93,520 at 4% or $62,347 at 6%; with 100% employer match about $70,140 at 4% or $46,760 at 6%.
J. Whitney Wallingford, Psc Profit Sharing Plan-5$1,455,229$28,056$5,611iApproximate average salary by contribution assumption: employee only about $140,280 at 4% or $93,520 at 6%; with 50% employer match about $93,520 at 4% or $62,347 at 6%; with 100% employer match about $70,140 at 4% or $46,760 at 6%.
201917$1,651,463$59,476$8,497iApproximate average salary by contribution assumption: employee only about $212,414 at 4% or $141,610 at 6%; with 50% employer match about $141,610 at 4% or $94,406 at 6%; with 100% employer match about $106,207 at 4% or $70,805 at 6%.
J. Whitney Wallingford, Psc Profit Sharing Plan-7$1,651,463$59,476$8,497iApproximate average salary by contribution assumption: employee only about $212,414 at 4% or $141,610 at 6%; with 50% employer match about $141,610 at 4% or $94,406 at 6%; with 100% employer match about $106,207 at 4% or $70,805 at 6%.
201817$1,296,984$39,164$5,595iApproximate average salary by contribution assumption: employee only about $139,871 at 4% or $93,248 at 6%; with 50% employer match about $93,248 at 4% or $62,165 at 6%; with 100% employer match about $69,936 at 4% or $46,624 at 6%.
J. Whitney Wallingford, Psc Profit Sharing Plan-7$1,296,984$39,164$5,595iApproximate average salary by contribution assumption: employee only about $139,871 at 4% or $93,248 at 6%; with 50% employer match about $93,248 at 4% or $62,165 at 6%; with 100% employer match about $69,936 at 4% or $46,624 at 6%.
201717$1,377,415$47,156$6,737iApproximate average salary by contribution assumption: employee only about $168,414 at 4% or $112,276 at 6%; with 50% employer match about $112,276 at 4% or $74,851 at 6%; with 100% employer match about $84,207 at 4% or $56,138 at 6%.
J. Whitney Wallingford, Psc Profit Sharing Plan-7$1,377,415$47,156$6,737iApproximate average salary by contribution assumption: employee only about $168,414 at 4% or $112,276 at 6%; with 50% employer match about $112,276 at 4% or $74,851 at 6%; with 100% employer match about $84,207 at 4% or $56,138 at 6%.
201617$1,224,455$58,348$8,335iApproximate average salary by contribution assumption: employee only about $208,386 at 4% or $138,924 at 6%; with 50% employer match about $138,924 at 4% or $92,616 at 6%; with 100% employer match about $104,193 at 4% or $69,462 at 6%.
J. Whitney Wallingford, Psc Profit Sharing Plan-7$1,224,455$58,348$8,335iApproximate average salary by contribution assumption: employee only about $208,386 at 4% or $138,924 at 6%; with 50% employer match about $138,924 at 4% or $92,616 at 6%; with 100% employer match about $104,193 at 4% or $69,462 at 6%.
201516$1,047,485$47,733$7,956iApproximate average salary by contribution assumption: employee only about $198,888 at 4% or $132,592 at 6%; with 50% employer match about $132,592 at 4% or $88,394 at 6%; with 100% employer match about $99,444 at 4% or $66,296 at 6%.
J. Whitney Wallingford, Psc Profit Sharing Plan-6$1,047,485$47,733$7,956iApproximate average salary by contribution assumption: employee only about $198,888 at 4% or $132,592 at 6%; with 50% employer match about $132,592 at 4% or $88,394 at 6%; with 100% employer match about $99,444 at 4% or $66,296 at 6%.
201416$936,005$52,685$8,781iApproximate average salary by contribution assumption: employee only about $219,521 at 4% or $146,347 at 6%; with 50% employer match about $146,347 at 4% or $97,565 at 6%; with 100% employer match about $109,760 at 4% or $73,174 at 6%.
J. Whitney Wallingford, Psc Profit Sharing Plan-6$936,005$52,685$8,781iApproximate average salary by contribution assumption: employee only about $219,521 at 4% or $146,347 at 6%; with 50% employer match about $146,347 at 4% or $97,565 at 6%; with 100% employer match about $109,760 at 4% or $73,174 at 6%.
201316$858,194$38,890$6,482iApproximate average salary by contribution assumption: employee only about $162,042 at 4% or $108,028 at 6%; with 50% employer match about $108,028 at 4% or $72,019 at 6%; with 100% employer match about $81,021 at 4% or $54,014 at 6%.
J. Whitney Wallingford, Psc Profit Sharing Plan-6$858,194$38,890$6,482iApproximate average salary by contribution assumption: employee only about $162,042 at 4% or $108,028 at 6%; with 50% employer match about $108,028 at 4% or $72,019 at 6%; with 100% employer match about $81,021 at 4% or $54,014 at 6%.
201216$793,981$34,926$5,821iApproximate average salary by contribution assumption: employee only about $145,525 at 4% or $97,017 at 6%; with 50% employer match about $97,017 at 4% or $64,678 at 6%; with 100% employer match about $72,763 at 4% or $48,508 at 6%.
J. Whitney Wallingford, Psc Profit Sharing Plan-6$793,981$34,926$5,821iApproximate average salary by contribution assumption: employee only about $145,525 at 4% or $97,017 at 6%; with 50% employer match about $97,017 at 4% or $64,678 at 6%; with 100% employer match about $72,763 at 4% or $48,508 at 6%.
201116$739,511$34,045$5,674iApproximate average salary by contribution assumption: employee only about $141,854 at 4% or $94,569 at 6%; with 50% employer match about $94,569 at 4% or $63,046 at 6%; with 100% employer match about $70,927 at 4% or $47,285 at 6%.
J. Whitney Wallingford, Psc Profit Sharing Plan-6$739,511$34,045$5,674iApproximate average salary by contribution assumption: employee only about $141,854 at 4% or $94,569 at 6%; with 50% employer match about $94,569 at 4% or $63,046 at 6%; with 100% employer match about $70,927 at 4% or $47,285 at 6%.
201016$715,941$32,617$5,436iApproximate average salary by contribution assumption: employee only about $135,904 at 4% or $90,603 at 6%; with 50% employer match about $90,603 at 4% or $60,402 at 6%; with 100% employer match about $67,952 at 4% or $45,301 at 6%.
J. Whitney Wallingford, Psc Profit Sharing Plan-6$715,941$32,617$5,436iApproximate average salary by contribution assumption: employee only about $135,904 at 4% or $90,603 at 6%; with 50% employer match about $90,603 at 4% or $60,402 at 6%; with 100% employer match about $67,952 at 4% or $45,301 at 6%.
200916$634,953$36,815$6,136iApproximate average salary by contribution assumption: employee only about $153,396 at 4% or $102,264 at 6%; with 50% employer match about $102,264 at 4% or $68,176 at 6%; with 100% employer match about $76,698 at 4% or $51,132 at 6%.
J. Whitney Wallingford, Psc Profit Sharing Plan-6$634,953$36,815$6,136iApproximate average salary by contribution assumption: employee only about $153,396 at 4% or $102,264 at 6%; with 50% employer match about $102,264 at 4% or $68,176 at 6%; with 100% employer match about $76,698 at 4% or $51,132 at 6%.
200816$557,389$35,352$5,892iApproximate average salary by contribution assumption: employee only about $147,300 at 4% or $98,200 at 6%; with 50% employer match about $98,200 at 4% or $65,467 at 6%; with 100% employer match about $73,650 at 4% or $49,100 at 6%.
J. Whitney Wallingford, Psc Profit Sharing Plan-6$557,389$35,352$5,892iApproximate average salary by contribution assumption: employee only about $147,300 at 4% or $98,200 at 6%; with 50% employer match about $98,200 at 4% or $65,467 at 6%; with 100% employer match about $73,650 at 4% or $49,100 at 6%.
200716$0$0-
J. Whitney Wallingford, Psc Profit Sharing Plan-6---
200616$548,538$34,883$5,814iApproximate average salary by contribution assumption: employee only about $145,346 at 4% or $96,897 at 6%; with 50% employer match about $96,897 at 4% or $64,598 at 6%; with 100% employer match about $72,673 at 4% or $48,449 at 6%.
J. Whitney Wallingford, Psc Profit Sharing Plan-6$548,538$34,883$5,814iApproximate average salary by contribution assumption: employee only about $145,346 at 4% or $96,897 at 6%; with 50% employer match about $96,897 at 4% or $64,598 at 6%; with 100% employer match about $72,673 at 4% or $48,449 at 6%.
200514$516,240$31,412$7,853iApproximate average salary by contribution assumption: employee only about $196,325 at 4% or $130,883 at 6%; with 50% employer match about $130,883 at 4% or $87,256 at 6%; with 100% employer match about $98,163 at 4% or $65,442 at 6%.
J. Whitney Wallingford, Psc Profit Sharing Plan-4$516,240$31,412$7,853iApproximate average salary by contribution assumption: employee only about $196,325 at 4% or $130,883 at 6%; with 50% employer match about $130,883 at 4% or $87,256 at 6%; with 100% employer match about $98,163 at 4% or $65,442 at 6%.
200415$537,956$15,582$3,116iApproximate average salary by contribution assumption: employee only about $77,910 at 4% or $51,940 at 6%; with 50% employer match about $51,940 at 4% or $34,627 at 6%; with 100% employer match about $38,955 at 4% or $25,970 at 6%.
J. Whitney Wallingford, Psc Profit Sharing Plan-5$537,956$15,582$3,116iApproximate average salary by contribution assumption: employee only about $77,910 at 4% or $51,940 at 6%; with 50% employer match about $51,940 at 4% or $34,627 at 6%; with 100% employer match about $38,955 at 4% or $25,970 at 6%.
200314$517,722$55,269$13,817iApproximate average salary by contribution assumption: employee only about $345,431 at 4% or $230,288 at 6%; with 50% employer match about $230,288 at 4% or $153,525 at 6%; with 100% employer match about $172,716 at 4% or $115,144 at 6%.
J. Whitney Wallingford, Psc Profit Sharing Plan-4$517,722$55,269$13,817iApproximate average salary by contribution assumption: employee only about $345,431 at 4% or $230,288 at 6%; with 50% employer match about $230,288 at 4% or $153,525 at 6%; with 100% employer match about $172,716 at 4% or $115,144 at 6%.
200212$450,650$48,088$24,044iApproximate average salary by contribution assumption: employee only about $601,100 at 4% or $400,733 at 6%; with 50% employer match about $400,733 at 4% or $267,156 at 6%; with 100% employer match about $300,550 at 4% or $200,367 at 6%.
J. Whitney Wallingford, Psc Profit Sharing Plan-2$450,650$48,088$24,044iApproximate average salary by contribution assumption: employee only about $601,100 at 4% or $400,733 at 6%; with 50% employer match about $400,733 at 4% or $267,156 at 6%; with 100% employer match about $300,550 at 4% or $200,367 at 6%.
200122$436,401$86,394$43,197iApproximate average salary by contribution assumption: employee only about $1,079,925 at 4% or $719,950 at 6%; with 50% employer match about $719,950 at 4% or $479,967 at 6%; with 100% employer match about $539,963 at 4% or $359,975 at 6%.
J. Whitney Wallingford, Psc Profit Sharing Plan-2$436,401$70,723$35,362iApproximate average salary by contribution assumption: employee only about $884,038 at 4% or $589,358 at 6%; with 50% employer match about $589,358 at 4% or $392,906 at 6%; with 100% employer match about $442,019 at 4% or $294,679 at 6%.
J. Whitney Wallingford, Psc, Money Purchase Plan-0-$15,671-
200022$379,827$35,043$17,522iApproximate average salary by contribution assumption: employee only about $438,038 at 4% or $292,025 at 6%; with 50% employer match about $292,025 at 4% or $194,683 at 6%; with 100% employer match about $219,019 at 4% or $146,013 at 6%.
J. Whitney Wallingford, Psc Profit Sharing Plan-2$352,641$25,980$12,990iApproximate average salary by contribution assumption: employee only about $324,750 at 4% or $216,500 at 6%; with 50% employer match about $216,500 at 4% or $144,333 at 6%; with 100% employer match about $162,375 at 4% or $108,250 at 6%.
J. Whitney Wallingford, Psc, Money Purchase Plan-2$27,186$9,063$4,532iApproximate average salary by contribution assumption: employee only about $113,288 at 4% or $75,525 at 6%; with 50% employer match about $75,525 at 4% or $50,350 at 6%; with 100% employer match about $56,644 at 4% or $37,763 at 6%.
199922$357,149$31,463$15,732iApproximate average salary by contribution assumption: employee only about $393,288 at 4% or $262,192 at 6%; with 50% employer match about $262,192 at 4% or $174,794 at 6%; with 100% employer match about $196,644 at 4% or $131,096 at 6%.
J. Whitney Wallingford, Psc Profit Sharing Plan-0$339,941$22,646-
J. Whitney Wallingford, Psc, Money Purchase Plan-2$17,208$8,817$4,409iApproximate average salary by contribution assumption: employee only about $110,213 at 4% or $73,475 at 6%; with 50% employer match about $73,475 at 4% or $48,983 at 6%; with 100% employer match about $55,106 at 4% or $36,738 at 6%.