Civic Intelligence

Bickerstaff & Whatley Inc

Plan context: Bickerstaff & Whatley Inc Profit Sharing 401K Plan

EIN 33-0422965 • Palm Desert, CA • 24 filings • 7 plans

P O Box 4132Palm Desert, CA 92261-4132
Current Snapshot

Latest Year

2017

2017 Participants

7

2017 Assets

$4,513,670

2017 Contributions

$137,600

Historical Graphs

Total Assets Over Time

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

$6,588,800$3,294,400$0199920092017YearValue
$4,513,670Latest year 2017

Participants Over Time

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

740199920082017YearValue
7Latest year 2017

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
201717$4,513,670$137,600$19,657iApproximate average salary by contribution assumption: employee only about $491,429 at 4% or $327,619 at 6%; with 50% employer match about $327,619 at 4% or $218,413 at 6%; with 100% employer match about $245,714 at 4% or $163,810 at 6%.
Bickerstaff & Whatley Inc Profit Sharing 401K Plan-7$4,513,670$137,600$19,657iApproximate average salary by contribution assumption: employee only about $491,429 at 4% or $327,619 at 6%; with 50% employer match about $327,619 at 4% or $218,413 at 6%; with 100% employer match about $245,714 at 4% or $163,810 at 6%.
201616$3,961,973$137,750$22,958iApproximate average salary by contribution assumption: employee only about $573,958 at 4% or $382,639 at 6%; with 50% employer match about $382,639 at 4% or $255,093 at 6%; with 100% employer match about $286,979 at 4% or $191,319 at 6%.
Bickerstaff & Whatley Inc Profit Sharing 401K Plan-6$3,961,973$137,750$22,958iApproximate average salary by contribution assumption: employee only about $573,958 at 4% or $382,639 at 6%; with 50% employer match about $382,639 at 4% or $255,093 at 6%; with 100% employer match about $286,979 at 4% or $191,319 at 6%.
201516$3,642,245$137,800$22,967iApproximate average salary by contribution assumption: employee only about $574,167 at 4% or $382,778 at 6%; with 50% employer match about $382,778 at 4% or $255,185 at 6%; with 100% employer match about $287,083 at 4% or $191,389 at 6%.
Bickerstaff & Whatley Inc Profit Sharing 401K Plan-6$3,642,245$137,800$22,967iApproximate average salary by contribution assumption: employee only about $574,167 at 4% or $382,778 at 6%; with 50% employer match about $382,778 at 4% or $255,185 at 6%; with 100% employer match about $287,083 at 4% or $191,389 at 6%.
201416$3,484,655$144,865$24,144iApproximate average salary by contribution assumption: employee only about $603,604 at 4% or $402,403 at 6%; with 50% employer match about $402,403 at 4% or $268,269 at 6%; with 100% employer match about $301,802 at 4% or $201,201 at 6%.
Bickerstaff & Whatley Inc Profit Sharing 401K Plan-6$3,484,655$144,865$24,144iApproximate average salary by contribution assumption: employee only about $603,604 at 4% or $402,403 at 6%; with 50% employer match about $402,403 at 4% or $268,269 at 6%; with 100% employer match about $301,802 at 4% or $201,201 at 6%.
201316$3,272,900$136,805$22,801iApproximate average salary by contribution assumption: employee only about $570,021 at 4% or $380,014 at 6%; with 50% employer match about $380,014 at 4% or $253,343 at 6%; with 100% employer match about $285,010 at 4% or $190,007 at 6%.
Bickerstaff & Whatley Inc Profit Sharing 401K Plan-6$3,272,900$136,805$22,801iApproximate average salary by contribution assumption: employee only about $570,021 at 4% or $380,014 at 6%; with 50% employer match about $380,014 at 4% or $253,343 at 6%; with 100% employer match about $285,010 at 4% or $190,007 at 6%.
201216$2,830,857$138,703$23,117iApproximate average salary by contribution assumption: employee only about $577,929 at 4% or $385,286 at 6%; with 50% employer match about $385,286 at 4% or $256,857 at 6%; with 100% employer match about $288,965 at 4% or $192,643 at 6%.
Bickerstaff & Whatley Inc Profit Sharing 401K Plan-6$2,830,857$138,703$23,117iApproximate average salary by contribution assumption: employee only about $577,929 at 4% or $385,286 at 6%; with 50% employer match about $385,286 at 4% or $256,857 at 6%; with 100% employer match about $288,965 at 4% or $192,643 at 6%.
201115$2,737,120$125,566$25,113iApproximate average salary by contribution assumption: employee only about $627,830 at 4% or $418,553 at 6%; with 50% employer match about $418,553 at 4% or $279,036 at 6%; with 100% employer match about $313,915 at 4% or $209,277 at 6%.
Bickerstaff & Whatley Inc Profit Sharing 401K Plan-5$2,737,120$125,566$25,113iApproximate average salary by contribution assumption: employee only about $627,830 at 4% or $418,553 at 6%; with 50% employer match about $418,553 at 4% or $279,036 at 6%; with 100% employer match about $313,915 at 4% or $209,277 at 6%.
201016$3,225,242$160,388$26,731iApproximate average salary by contribution assumption: employee only about $668,283 at 4% or $445,522 at 6%; with 50% employer match about $445,522 at 4% or $297,015 at 6%; with 100% employer match about $334,142 at 4% or $222,761 at 6%.
Bickerstaff & Whatley Inc Profit Sharing 401K Plan-6$3,225,242$160,388$26,731iApproximate average salary by contribution assumption: employee only about $668,283 at 4% or $445,522 at 6%; with 50% employer match about $445,522 at 4% or $297,015 at 6%; with 100% employer match about $334,142 at 4% or $222,761 at 6%.
200917$3,760,553$150,671$21,524iApproximate average salary by contribution assumption: employee only about $538,111 at 4% or $358,740 at 6%; with 50% employer match about $358,740 at 4% or $239,160 at 6%; with 100% employer match about $269,055 at 4% or $179,370 at 6%.
Bickerstaff & Whatley Inc Profit Sharing 401K Plan-7$3,760,553$150,671$21,524iApproximate average salary by contribution assumption: employee only about $538,111 at 4% or $358,740 at 6%; with 50% employer match about $358,740 at 4% or $239,160 at 6%; with 100% employer match about $269,055 at 4% or $179,370 at 6%.
200817$3,775,227$183,868$26,267iApproximate average salary by contribution assumption: employee only about $656,671 at 4% or $437,781 at 6%; with 50% employer match about $437,781 at 4% or $291,854 at 6%; with 100% employer match about $328,336 at 4% or $218,890 at 6%.
Bickerstaff & Whatley Inc Profit Sharing 401K Plan-7$3,775,227$183,868$26,267iApproximate average salary by contribution assumption: employee only about $656,671 at 4% or $437,781 at 6%; with 50% employer match about $437,781 at 4% or $291,854 at 6%; with 100% employer match about $328,336 at 4% or $218,890 at 6%.
200716$4,392,486$174,457$29,076iApproximate average salary by contribution assumption: employee only about $726,904 at 4% or $484,603 at 6%; with 50% employer match about $484,603 at 4% or $323,069 at 6%; with 100% employer match about $363,452 at 4% or $242,301 at 6%.
Bickerstaff & Whatley Inc Profit Sharing 401K Plan-6$4,392,486$174,457$29,076iApproximate average salary by contribution assumption: employee only about $726,904 at 4% or $484,603 at 6%; with 50% employer match about $484,603 at 4% or $323,069 at 6%; with 100% employer match about $363,452 at 4% or $242,301 at 6%.
200617$3,943,623$191,614$27,373iApproximate average salary by contribution assumption: employee only about $684,336 at 4% or $456,224 at 6%; with 50% employer match about $456,224 at 4% or $304,149 at 6%; with 100% employer match about $342,168 at 4% or $228,112 at 6%.
Bickerstaff & Whatley Inc Profit Sharing 401K Plan-7$3,943,623$191,614$27,373iApproximate average salary by contribution assumption: employee only about $684,336 at 4% or $456,224 at 6%; with 50% employer match about $456,224 at 4% or $304,149 at 6%; with 100% employer match about $342,168 at 4% or $228,112 at 6%.
200527$6,588,800$351,488$50,213iApproximate average salary by contribution assumption: employee only about $1,255,314 at 4% or $836,876 at 6%; with 50% employer match about $836,876 at 4% or $557,917 at 6%; with 100% employer match about $627,657 at 4% or $418,438 at 6%.
Bickerstaff & Whatley Inc Profit Sharing 401K Plan-7$3,294,400$175,744$25,106iApproximate average salary by contribution assumption: employee only about $627,657 at 4% or $418,438 at 6%; with 50% employer match about $418,438 at 4% or $278,959 at 6%; with 100% employer match about $313,829 at 4% or $209,219 at 6%.
Bickerstaff & Whatley Inc Profit Sharing 401K Plan-7$3,294,400$175,744$25,106iApproximate average salary by contribution assumption: employee only about $627,657 at 4% or $418,438 at 6%; with 50% employer match about $418,438 at 4% or $278,959 at 6%; with 100% employer match about $313,829 at 4% or $209,219 at 6%.
200417$2,923,108$173,435$24,776iApproximate average salary by contribution assumption: employee only about $619,411 at 4% or $412,940 at 6%; with 50% employer match about $412,940 at 4% or $275,294 at 6%; with 100% employer match about $309,705 at 4% or $206,470 at 6%.
Bickerstaff & Whatley Inc Profit Sharing 401K Plan-7$2,923,108$173,435$24,776iApproximate average salary by contribution assumption: employee only about $619,411 at 4% or $412,940 at 6%; with 50% employer match about $412,940 at 4% or $275,294 at 6%; with 100% employer match about $309,705 at 4% or $206,470 at 6%.
200316$2,489,853$148,083$24,681iApproximate average salary by contribution assumption: employee only about $617,013 at 4% or $411,342 at 6%; with 50% employer match about $411,342 at 4% or $274,228 at 6%; with 100% employer match about $308,506 at 4% or $205,671 at 6%.
Bickerstaff & Whatley Inc Profit Sharing 401K Plan-6$2,489,853$148,083$24,681iApproximate average salary by contribution assumption: employee only about $617,013 at 4% or $411,342 at 6%; with 50% employer match about $411,342 at 4% or $274,228 at 6%; with 100% employer match about $308,506 at 4% or $205,671 at 6%.
200226$0$0-
Bickerstaff & Whatley Inc Profit Sharing 401K Plan-6---
Bickerstaff & Whatley Inc Money Purchase Pension Plan-6---
200125$1,952,234$84,182$16,836iApproximate average salary by contribution assumption: employee only about $420,910 at 4% or $280,607 at 6%; with 50% employer match about $280,607 at 4% or $187,071 at 6%; with 100% employer match about $210,455 at 4% or $140,303 at 6%.
Bickerstaff & Whatley Inc Profit Sharing 401K Plan-5$1,462,971$30,170$6,034iApproximate average salary by contribution assumption: employee only about $150,850 at 4% or $100,567 at 6%; with 50% employer match about $100,567 at 4% or $67,044 at 6%; with 100% employer match about $75,425 at 4% or $50,283 at 6%.
Bickerstaff & Whatley Inc Money Purchase Pension Plan-5$489,263$54,012$10,802iApproximate average salary by contribution assumption: employee only about $270,060 at 4% or $180,040 at 6%; with 50% employer match about $180,040 at 4% or $120,027 at 6%; with 100% employer match about $135,030 at 4% or $90,020 at 6%.
200025$520,373$60,633$12,127iApproximate average salary by contribution assumption: employee only about $303,165 at 4% or $202,110 at 6%; with 50% employer match about $202,110 at 4% or $134,740 at 6%; with 100% employer match about $151,583 at 4% or $101,055 at 6%.
Bickerstaff & Whatley Inc Money Purchase Pension Plan-5$520,373$60,633$12,127iApproximate average salary by contribution assumption: employee only about $303,165 at 4% or $202,110 at 6%; with 50% employer match about $202,110 at 4% or $134,740 at 6%; with 100% employer match about $151,583 at 4% or $101,055 at 6%.
Bickerstaff & Whatley Inc Profit Sharing 401K Plan-5---
199926$2,092,662$82,136$13,689iApproximate average salary by contribution assumption: employee only about $342,233 at 4% or $228,156 at 6%; with 50% employer match about $228,156 at 4% or $152,104 at 6%; with 100% employer match about $171,117 at 4% or $114,078 at 6%.
Bickerstaff & Whatley Inc Profit Sharing 401K Plan-6$1,566,081$28,010$4,668iApproximate average salary by contribution assumption: employee only about $116,708 at 4% or $77,806 at 6%; with 50% employer match about $77,806 at 4% or $51,870 at 6%; with 100% employer match about $58,354 at 4% or $38,903 at 6%.
Bickerstaff & Whatley Inc Money Purchase Pension Plan-6$526,581$54,126$9,021iApproximate average salary by contribution assumption: employee only about $225,525 at 4% or $150,350 at 6%; with 50% employer match about $150,350 at 4% or $100,233 at 6%; with 100% employer match about $112,763 at 4% or $75,175 at 6%.