Civic Intelligence

Daniel a White & Associates

Plan context: DANIEL A WHITE & ASSOCIATES CASH BALANCE PLAN

EIN 33-1170688 • Glen Mills, PA • 20 filings • 3 plans

51 Woodland DriveGlen Mills, PA 19342
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$4,320,494

2024 Contributions

$236,336

Historical Graphs

Total Assets Over Time

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

$4,320,494$2,160,247$0201520202024YearValue
$4,320,494Latest year 2024

Participants Over Time

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

950201520202024YearValue
9Latest 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
202429$4,320,494$236,336$26,260iApproximate average salary by contribution assumption: employee only about $656,489 at 4% or $437,659 at 6%; with 50% employer match about $437,659 at 4% or $291,773 at 6%; with 100% employer match about $328,244 at 4% or $218,830 at 6%.
DANIEL A WHITE & ASSOCIATES CASH BALANCE PLAN-9$3,069,554$104,000$11,556iApproximate average salary by contribution assumption: employee only about $288,889 at 4% or $192,593 at 6%; with 50% employer match about $192,593 at 4% or $128,395 at 6%; with 100% employer match about $144,444 at 4% or $96,296 at 6%.
Daniel a White & Associates 401(K) Profit Sharing Plan-8$1,250,940$132,336$16,542iApproximate average salary by contribution assumption: employee only about $413,550 at 4% or $275,700 at 6%; with 50% employer match about $275,700 at 4% or $183,800 at 6%; with 100% employer match about $206,775 at 4% or $137,850 at 6%.
202328$3,640,415$335,650$41,956iApproximate average salary by contribution assumption: employee only about $1,048,906 at 4% or $699,271 at 6%; with 50% employer match about $699,271 at 4% or $466,181 at 6%; with 100% employer match about $524,453 at 4% or $349,635 at 6%.
DANIEL A WHITE & ASSOCIATES CASH BALANCE PLAN-6$2,568,783$215,965$35,994iApproximate average salary by contribution assumption: employee only about $899,854 at 4% or $599,903 at 6%; with 50% employer match about $599,903 at 4% or $399,935 at 6%; with 100% employer match about $449,927 at 4% or $299,951 at 6%.
Daniel a White & Associates 401(K) Profit Sharing Plan-8$1,071,632$119,685$14,961iApproximate average salary by contribution assumption: employee only about $374,016 at 4% or $249,344 at 6%; with 50% employer match about $249,344 at 4% or $166,229 at 6%; with 100% employer match about $187,008 at 4% or $124,672 at 6%.
202226$2,751,504$328,957$54,826iApproximate average salary by contribution assumption: employee only about $1,370,654 at 4% or $913,769 at 6%; with 50% employer match about $913,769 at 4% or $609,180 at 6%; with 100% employer match about $685,327 at 4% or $456,885 at 6%.
DANIEL A WHITE & ASSOCIATES CASH BALANCE PLAN-5$1,967,049$221,402$44,280iApproximate average salary by contribution assumption: employee only about $1,107,010 at 4% or $738,007 at 6%; with 50% employer match about $738,007 at 4% or $492,004 at 6%; with 100% employer match about $553,505 at 4% or $369,003 at 6%.
Daniel a White & Associates 401(K) Profit Sharing Plan-6$784,455$107,555$17,926iApproximate average salary by contribution assumption: employee only about $448,146 at 4% or $298,764 at 6%; with 50% employer match about $298,764 at 4% or $199,176 at 6%; with 100% employer match about $224,073 at 4% or $149,382 at 6%.
202124$2,944,802$314,559$78,640iApproximate average salary by contribution assumption: employee only about $1,965,994 at 4% or $1,310,663 at 6%; with 50% employer match about $1,310,663 at 4% or $873,775 at 6%; with 100% employer match about $982,997 at 4% or $655,331 at 6%.
DANIEL A WHITE & ASSOCIATES CASH BALANCE PLAN-3$2,121,847$209,127$69,709iApproximate average salary by contribution assumption: employee only about $1,742,725 at 4% or $1,161,817 at 6%; with 50% employer match about $1,161,817 at 4% or $774,544 at 6%; with 100% employer match about $871,363 at 4% or $580,908 at 6%.
Daniel a White & Associates 401(K) Profit Sharing Plan-4$822,955$105,432$26,358iApproximate average salary by contribution assumption: employee only about $658,950 at 4% or $439,300 at 6%; with 50% employer match about $439,300 at 4% or $292,867 at 6%; with 100% employer match about $329,475 at 4% or $219,650 at 6%.
202024$2,231,912$286,145$71,536iApproximate average salary by contribution assumption: employee only about $1,788,406 at 4% or $1,192,271 at 6%; with 50% employer match about $1,192,271 at 4% or $794,847 at 6%; with 100% employer match about $894,203 at 4% or $596,135 at 6%.
DANIEL A WHITE & ASSOCIATES CASH BALANCE PLAN-3$1,623,956$205,223$68,408iApproximate average salary by contribution assumption: employee only about $1,710,192 at 4% or $1,140,128 at 6%; with 50% employer match about $1,140,128 at 4% or $760,085 at 6%; with 100% employer match about $855,096 at 4% or $570,064 at 6%.
Daniel a White & Associates 401(K) Profit Sharing Plan-4$607,956$80,922$20,231iApproximate average salary by contribution assumption: employee only about $505,763 at 4% or $337,175 at 6%; with 50% employer match about $337,175 at 4% or $224,783 at 6%; with 100% employer match about $252,881 at 4% or $168,588 at 6%.
201923$1,600,095$281,002$93,667iApproximate average salary by contribution assumption: employee only about $2,341,683 at 4% or $1,561,122 at 6%; with 50% employer match about $1,561,122 at 4% or $1,040,748 at 6%; with 100% employer match about $1,170,842 at 4% or $780,561 at 6%.
DANIEL A WHITE & ASSOCIATES CASH BALANCE PLAN-3$1,166,564$202,275$67,425iApproximate average salary by contribution assumption: employee only about $1,685,625 at 4% or $1,123,750 at 6%; with 50% employer match about $1,123,750 at 4% or $749,167 at 6%; with 100% employer match about $842,813 at 4% or $561,875 at 6%.
Daniel a White & Associates 401(K) Profit Sharing Plan-3$433,531$78,727$26,242iApproximate average salary by contribution assumption: employee only about $656,058 at 4% or $437,372 at 6%; with 50% employer match about $437,372 at 4% or $291,581 at 6%; with 100% employer match about $328,029 at 4% or $218,686 at 6%.
201823$1,083,634$277,583$92,528iApproximate average salary by contribution assumption: employee only about $2,313,192 at 4% or $1,542,128 at 6%; with 50% employer match about $1,542,128 at 4% or $1,028,085 at 6%; with 100% employer match about $1,156,596 at 4% or $771,064 at 6%.
DANIEL A WHITE & ASSOCIATES CASH BALANCE PLAN-3$791,862$199,491$66,497iApproximate average salary by contribution assumption: employee only about $1,662,425 at 4% or $1,108,283 at 6%; with 50% employer match about $1,108,283 at 4% or $738,856 at 6%; with 100% employer match about $831,213 at 4% or $554,142 at 6%.
Daniel a White & Associates 401(K) Profit Sharing Plan-3$291,772$78,092$26,031iApproximate average salary by contribution assumption: employee only about $650,767 at 4% or $433,844 at 6%; with 50% employer match about $433,844 at 4% or $289,230 at 6%; with 100% employer match about $325,383 at 4% or $216,922 at 6%.
201723$844,881$266,443$88,814iApproximate average salary by contribution assumption: employee only about $2,220,358 at 4% or $1,480,239 at 6%; with 50% employer match about $1,480,239 at 4% or $986,826 at 6%; with 100% employer match about $1,110,179 at 4% or $740,119 at 6%.
DANIEL A WHITE & ASSOCIATES CASH BALANCE PLAN-3$620,879$194,216$64,739iApproximate average salary by contribution assumption: employee only about $1,618,467 at 4% or $1,078,978 at 6%; with 50% employer match about $1,078,978 at 4% or $719,319 at 6%; with 100% employer match about $809,233 at 4% or $539,489 at 6%.
Daniel a White & Associates 401(K) Profit Sharing Plan-3$224,002$72,227$24,076iApproximate average salary by contribution assumption: employee only about $601,892 at 4% or $401,261 at 6%; with 50% employer match about $401,261 at 4% or $267,507 at 6%; with 100% employer match about $300,946 at 4% or $200,631 at 6%.
201623$512,744$260,021$86,674iApproximate average salary by contribution assumption: employee only about $2,166,842 at 4% or $1,444,561 at 6%; with 50% employer match about $1,444,561 at 4% or $963,041 at 6%; with 100% employer match about $1,083,421 at 4% or $722,281 at 6%.
DANIEL A WHITE & ASSOCIATES CASH BALANCE PLAN-3$378,822$190,239$63,413iApproximate average salary by contribution assumption: employee only about $1,585,325 at 4% or $1,056,883 at 6%; with 50% employer match about $1,056,883 at 4% or $704,589 at 6%; with 100% employer match about $792,663 at 4% or $528,442 at 6%.
Daniel a White & Associates 401(K) Profit Sharing Plan-3$133,922$69,782$23,261iApproximate average salary by contribution assumption: employee only about $581,517 at 4% or $387,678 at 6%; with 50% employer match about $387,678 at 4% or $258,452 at 6%; with 100% employer match about $290,758 at 4% or $193,839 at 6%.
201522$251,760$251,760$125,880iApproximate average salary by contribution assumption: employee only about $3,147,000 at 4% or $2,098,000 at 6%; with 50% employer match about $2,098,000 at 4% or $1,398,667 at 6%; with 100% employer match about $1,573,500 at 4% or $1,049,000 at 6%.
DANIEL A WHITE & ASSOCIATES CASH BALANCE PLAN-2$188,506$188,506$94,253iApproximate average salary by contribution assumption: employee only about $2,356,325 at 4% or $1,570,883 at 6%; with 50% employer match about $1,570,883 at 4% or $1,047,256 at 6%; with 100% employer match about $1,178,163 at 4% or $785,442 at 6%.
Daniel a White & Associates 401(K) Profit Sharing Plan-2$63,254$63,254$31,627iApproximate average salary by contribution assumption: employee only about $790,675 at 4% or $527,117 at 6%; with 50% employer match about $527,117 at 4% or $351,411 at 6%; with 100% employer match about $395,338 at 4% or $263,558 at 6%.