Civic Intelligence

J.C. Whitney & Co.

Plan context: J.C. Whitney & Co. Savings and Investment Plan & Trust

EIN 36-1932700 • Independence, ID • 24 filings • 10 plans

7820 East Pleasant Valley RoadIndependence, ID 44131
Current Snapshot

Latest Year

2011

2011 Participants

301

2011 Assets

$7,617,869

2011 Contributions

$726,808

Historical Graphs

Total Assets Over Time

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

$7,617,869$3,808,935$0199920062010YearValue
$7,617,869Latest year 2010

Participants Over Time

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

7783890199920052010YearValue
301Latest year 2010

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
201110$0$0-
J.C. Whitney & Co. Savings and Investment Plan & Trust-0$0$0-
20103301$7,617,869$726,808$2,415iApproximate average salary by contribution assumption: employee only about $60,366 at 4% or $40,244 at 6%; with 50% employer match about $40,244 at 4% or $26,829 at 6%; with 100% employer match about $30,183 at 4% or $20,122 at 6%.
J.C. Whitney & Co. Savings and Investment Plan & Trust-301$7,079,126$628,578$2,088iApproximate average salary by contribution assumption: employee only about $52,207 at 4% or $34,805 at 6%; with 50% employer match about $34,805 at 4% or $23,203 at 6%; with 100% employer match about $26,104 at 4% or $17,402 at 6%.
J.C. Whitney & Co. Savings and Investment Plan & Trust-71$538,743$98,230$1,384iApproximate average salary by contribution assumption: employee only about $34,588 at 4% or $23,059 at 6%; with 50% employer match about $23,059 at 4% or $15,372 at 6%; with 100% employer match about $17,294 at 4% or $11,529 at 6%.
JC WHITNEY AND CO. HEALTH AND WELFARE PLAN-0---
20092379$6,480,385$671,480$1,772iApproximate average salary by contribution assumption: employee only about $44,293 at 4% or $29,529 at 6%; with 50% employer match about $29,529 at 4% or $19,686 at 6%; with 100% employer match about $22,146 at 4% or $14,764 at 6%.
J.C. Whitney & Co. Savings and Investment Plan & Trust-379$6,480,385$671,480$1,772iApproximate average salary by contribution assumption: employee only about $44,293 at 4% or $29,529 at 6%; with 50% employer match about $29,529 at 4% or $19,686 at 6%; with 100% employer match about $22,146 at 4% or $14,764 at 6%.
JC WHITNEY & CO. HEALTH & WELFARE PLAN-316---
20082434$5,201,031$731,456$1,685iApproximate average salary by contribution assumption: employee only about $42,135 at 4% or $28,090 at 6%; with 50% employer match about $28,090 at 4% or $18,726 at 6%; with 100% employer match about $21,067 at 4% or $14,045 at 6%.
J.C. Whitney & Co. Savings and Investment Plan & Trust-434$5,201,031$731,456$1,685iApproximate average salary by contribution assumption: employee only about $42,135 at 4% or $28,090 at 6%; with 50% employer match about $28,090 at 4% or $18,726 at 6%; with 100% employer match about $21,067 at 4% or $14,045 at 6%.
JC WHITNEY & CO. HEALTH & WELFARE PLAN-358---
20072713$7,522,072$770,182$1,080iApproximate average salary by contribution assumption: employee only about $27,005 at 4% or $18,003 at 6%; with 50% employer match about $18,003 at 4% or $12,002 at 6%; with 100% employer match about $13,502 at 4% or $9,002 at 6%.
J.C. Whitney & Co. Savings and Investment Plan & Trust-713$7,522,072$770,182$1,080iApproximate average salary by contribution assumption: employee only about $27,005 at 4% or $18,003 at 6%; with 50% employer match about $18,003 at 4% or $12,002 at 6%; with 100% employer match about $13,502 at 4% or $9,002 at 6%.
JC WHITNEY & CO HEALTH & WELFARE PLAN-515---
20062650$7,372,392$647,261$996iApproximate average salary by contribution assumption: employee only about $24,895 at 4% or $16,596 at 6%; with 50% employer match about $16,596 at 4% or $11,064 at 6%; with 100% employer match about $12,447 at 4% or $8,298 at 6%.
J.C. Whitney & Co. Savings and Investment Plan & Trust-650$7,372,392$647,261$996iApproximate average salary by contribution assumption: employee only about $24,895 at 4% or $16,596 at 6%; with 50% employer match about $16,596 at 4% or $11,064 at 6%; with 100% employer match about $12,447 at 4% or $8,298 at 6%.
JC WHITNEY & CO HEALTH & WELFARE PLAN-320---
20051585$7,367,412$885,224$1,513iApproximate average salary by contribution assumption: employee only about $37,830 at 4% or $25,220 at 6%; with 50% employer match about $25,220 at 4% or $16,813 at 6%; with 100% employer match about $18,915 at 4% or $12,610 at 6%.
J.C. Whitney & Co. Savings and Investment Plan & Trust-585$7,367,412$885,224$1,513iApproximate average salary by contribution assumption: employee only about $37,830 at 4% or $25,220 at 6%; with 50% employer match about $25,220 at 4% or $16,813 at 6%; with 100% employer match about $18,915 at 4% or $12,610 at 6%.
20042561$7,591,407$982,176$1,751iApproximate average salary by contribution assumption: employee only about $43,769 at 4% or $29,179 at 6%; with 50% employer match about $29,179 at 4% or $19,453 at 6%; with 100% employer match about $21,884 at 4% or $14,590 at 6%.
J.C. Whitney & Co. Savings and Investment Plan & Trust-561$7,591,407$982,176$1,751iApproximate average salary by contribution assumption: employee only about $43,769 at 4% or $29,179 at 6%; with 50% employer match about $29,179 at 4% or $19,453 at 6%; with 100% employer match about $21,884 at 4% or $14,590 at 6%.
J.C. WHITNEY & CO. HEALTH & WELFARE PLAN-441---
20032526$7,037,229$889,803$1,692iApproximate average salary by contribution assumption: employee only about $42,291 at 4% or $28,194 at 6%; with 50% employer match about $28,194 at 4% or $18,796 at 6%; with 100% employer match about $21,146 at 4% or $14,097 at 6%.
J.C. Whitney & Co. Savings and Investment Plan & Trust-526$7,037,229$889,803$1,692iApproximate average salary by contribution assumption: employee only about $42,291 at 4% or $28,194 at 6%; with 50% employer match about $28,194 at 4% or $18,796 at 6%; with 100% employer match about $21,146 at 4% or $14,097 at 6%.
J.C. WHITNEY & CO. HEALTH & WELFARE PLAN-394---
20022439$6,180,729$1,010,280$2,301iApproximate average salary by contribution assumption: employee only about $57,533 at 4% or $38,355 at 6%; with 50% employer match about $38,355 at 4% or $25,570 at 6%; with 100% employer match about $28,767 at 4% or $19,178 at 6%.
J.C. Whitney & Co. Savings and Investment Plan & Trust-439$6,180,729$1,010,280$2,301iApproximate average salary by contribution assumption: employee only about $57,533 at 4% or $38,355 at 6%; with 50% employer match about $38,355 at 4% or $25,570 at 6%; with 100% employer match about $28,767 at 4% or $19,178 at 6%.
J. C. WHITNEY & CO. HEALTH & WELFARE PLAN-387---
20012495$0$0-
J.C.WHITNEY & CO. HEALTH & WELFARE PLAN-495---
J.C. Whitney & Co. Savings and Investment Plan & Trust-381---
20002778$0$0-
J.C. Whitney & Co. Savings and Investment Plan & Trust-778---
JC WHITNEY & COMPANY HEALTH & WELFARE PLAN-543---
19991590$6,801,188$762,239$1,292iApproximate average salary by contribution assumption: employee only about $32,298 at 4% or $21,532 at 6%; with 50% employer match about $21,532 at 4% or $14,355 at 6%; with 100% employer match about $16,149 at 4% or $10,766 at 6%.
J.C. Whitney & Co. Savings and Investment Plan & Trust-590$6,801,188$762,239$1,292iApproximate average salary by contribution assumption: employee only about $32,298 at 4% or $21,532 at 6%; with 50% employer match about $21,532 at 4% or $14,355 at 6%; with 100% employer match about $16,149 at 4% or $10,766 at 6%.