Civic Intelligence

The Whitestone Group Inc

Plan context: Whitestone Group 401K Plan

EIN 34-1941099 • 12 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

418

2024 Assets

$5,500,673

2024 Contributions

$1,694,836

Historical Graphs

Total Assets Over Time

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

$9,171,051$4,585,526$0201320192024YearValue
$5,500,673Latest year 2024

Participants Over Time

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

9324660201320192024YearValue
418Latest 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
20241418$5,500,673$1,694,836$4,055iApproximate average salary by contribution assumption: employee only about $101,366 at 4% or $67,577 at 6%; with 50% employer match about $67,577 at 4% or $45,051 at 6%; with 100% employer match about $50,683 at 4% or $33,789 at 6%.
Whitestone Group 401K Plan-418$5,500,673$1,694,836$4,055iApproximate average salary by contribution assumption: employee only about $101,366 at 4% or $67,577 at 6%; with 50% employer match about $67,577 at 4% or $45,051 at 6%; with 100% employer match about $50,683 at 4% or $33,789 at 6%.
20231298$4,587,966$1,690,359$5,672iApproximate average salary by contribution assumption: employee only about $141,809 at 4% or $94,539 at 6%; with 50% employer match about $94,539 at 4% or $63,026 at 6%; with 100% employer match about $70,904 at 4% or $47,270 at 6%.
Whitestone Group 401K Plan-298$4,587,966$1,690,359$5,672iApproximate average salary by contribution assumption: employee only about $141,809 at 4% or $94,539 at 6%; with 50% employer match about $94,539 at 4% or $63,026 at 6%; with 100% employer match about $70,904 at 4% or $47,270 at 6%.
2022177$3,402,405$718,650$9,333iApproximate average salary by contribution assumption: employee only about $233,328 at 4% or $155,552 at 6%; with 50% employer match about $155,552 at 4% or $103,701 at 6%; with 100% employer match about $116,664 at 4% or $77,776 at 6%.
Whitestone Group 401K Plan-77$3,402,405$718,650$9,333iApproximate average salary by contribution assumption: employee only about $233,328 at 4% or $155,552 at 6%; with 50% employer match about $155,552 at 4% or $103,701 at 6%; with 100% employer match about $116,664 at 4% or $77,776 at 6%.
2021167$4,305,927$682,960$10,193iApproximate average salary by contribution assumption: employee only about $254,836 at 4% or $169,891 at 6%; with 50% employer match about $169,891 at 4% or $113,260 at 6%; with 100% employer match about $127,418 at 4% or $84,945 at 6%.
Whitestone Group 401K Plan-67$4,305,927$682,960$10,193iApproximate average salary by contribution assumption: employee only about $254,836 at 4% or $169,891 at 6%; with 50% employer match about $169,891 at 4% or $113,260 at 6%; with 100% employer match about $127,418 at 4% or $84,945 at 6%.
20201182$4,650,947$881,831$4,845iApproximate average salary by contribution assumption: employee only about $121,131 at 4% or $80,754 at 6%; with 50% employer match about $80,754 at 4% or $53,836 at 6%; with 100% employer match about $60,565 at 4% or $40,377 at 6%.
Whitestone Group 401K Plan-182$4,650,947$881,831$4,845iApproximate average salary by contribution assumption: employee only about $121,131 at 4% or $80,754 at 6%; with 50% employer match about $80,754 at 4% or $53,836 at 6%; with 100% employer match about $60,565 at 4% or $40,377 at 6%.
20191273$4,868,941$1,108,639$4,061iApproximate average salary by contribution assumption: employee only about $101,524 at 4% or $67,682 at 6%; with 50% employer match about $67,682 at 4% or $45,122 at 6%; with 100% employer match about $50,762 at 4% or $33,841 at 6%.
Whitestone Group 401K Plan-273$4,868,941$1,108,639$4,061iApproximate average salary by contribution assumption: employee only about $101,524 at 4% or $67,682 at 6%; with 50% employer match about $67,682 at 4% or $45,122 at 6%; with 100% employer match about $50,762 at 4% or $33,841 at 6%.
20181351$4,465,962$1,613,304$4,596iApproximate average salary by contribution assumption: employee only about $114,908 at 4% or $76,605 at 6%; with 50% employer match about $76,605 at 4% or $51,070 at 6%; with 100% employer match about $57,454 at 4% or $38,303 at 6%.
Whitestone Group 401K Plan-351$4,465,962$1,613,304$4,596iApproximate average salary by contribution assumption: employee only about $114,908 at 4% or $76,605 at 6%; with 50% employer match about $76,605 at 4% or $51,070 at 6%; with 100% employer match about $57,454 at 4% or $38,303 at 6%.
20171353$7,723,879$3,595,033$10,184iApproximate average salary by contribution assumption: employee only about $254,606 at 4% or $169,737 at 6%; with 50% employer match about $169,737 at 4% or $113,158 at 6%; with 100% employer match about $127,303 at 4% or $84,869 at 6%.
Whitestone Group 401K Plan-353$7,723,879$3,595,033$10,184iApproximate average salary by contribution assumption: employee only about $254,606 at 4% or $169,737 at 6%; with 50% employer match about $169,737 at 4% or $113,158 at 6%; with 100% employer match about $127,303 at 4% or $84,869 at 6%.
20161667$9,171,051$4,760,965$7,138iApproximate average salary by contribution assumption: employee only about $178,447 at 4% or $118,965 at 6%; with 50% employer match about $118,965 at 4% or $79,310 at 6%; with 100% employer match about $89,223 at 4% or $59,482 at 6%.
Whitestone Group 401K Plan-667$9,171,051$4,760,965$7,138iApproximate average salary by contribution assumption: employee only about $178,447 at 4% or $118,965 at 6%; with 50% employer match about $118,965 at 4% or $79,310 at 6%; with 100% employer match about $89,223 at 4% or $59,482 at 6%.
20151932$5,684,979$4,365,700$4,684iApproximate average salary by contribution assumption: employee only about $117,106 at 4% or $78,070 at 6%; with 50% employer match about $78,070 at 4% or $52,047 at 6%; with 100% employer match about $58,553 at 4% or $39,035 at 6%.
Whitestone Group 401K Plan-932$5,684,979$4,365,700$4,684iApproximate average salary by contribution assumption: employee only about $117,106 at 4% or $78,070 at 6%; with 50% employer match about $78,070 at 4% or $52,047 at 6%; with 100% employer match about $58,553 at 4% or $39,035 at 6%.
20141744$3,396,349$2,695,610$3,623iApproximate average salary by contribution assumption: employee only about $90,578 at 4% or $60,386 at 6%; with 50% employer match about $60,386 at 4% or $40,257 at 6%; with 100% employer match about $45,289 at 4% or $30,193 at 6%.
Whitestone Group 401K Plan-744$3,396,349$2,695,610$3,623iApproximate average salary by contribution assumption: employee only about $90,578 at 4% or $60,386 at 6%; with 50% employer match about $60,386 at 4% or $40,257 at 6%; with 100% employer match about $45,289 at 4% or $30,193 at 6%.
20131327$189,100$189,100$578iApproximate average salary by contribution assumption: employee only about $14,457 at 4% or $9,638 at 6%; with 50% employer match about $9,638 at 4% or $6,425 at 6%; with 100% employer match about $7,229 at 4% or $4,819 at 6%.
Whitestone Group 401K Plan-327$189,100$189,100$578iApproximate average salary by contribution assumption: employee only about $14,457 at 4% or $9,638 at 6%; with 50% employer match about $9,638 at 4% or $6,425 at 6%; with 100% employer match about $7,229 at 4% or $4,819 at 6%.