Civic Intelligence

Patrick B. Whitaker DC P.C.

Plan context: Patrick B Whitaker DC PC Profit Sharing Plan

EIN 36-3114375 • 25 filings • 10 plans

Current Snapshot

Latest Year

2020

2020 Participants

1

2020 Assets

$604,436

2020 Contributions

$20,565

Historical Graphs

Total Assets Over Time

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

$641,467$320,734$0200020102019YearValue
$604,436Latest year 2019

Participants Over Time

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

740200020082018YearValue
1Latest year 2018

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
202010$0$0-
Patrick B Whitaker DC PC Profit Sharing Plan-0---
201910$604,436$0-
Patrick B Whitaker DC PC Profit Sharing Plan-0$604,436--
201811$598,186$0-
Patrick B Whitaker DC PC Profit Sharing Plan-1$598,186--
201711$641,467$0-
Patrick B Whitaker DC PC Profit Sharing Plan-1$641,467--
201610$603,408$0-
Patrick B Whitaker DC PC Profit Sharing Plan-0$603,408--
201512$589,747$0-
Patrick B Whitaker DC PC Profit Sharing Plan-2$589,747--
201412$635,498$0-
Patrick B Whitaker DC PC Profit Sharing Plan-2$635,498--
201312$641,207$20,565$10,283iApproximate average salary by contribution assumption: employee only about $257,063 at 4% or $171,375 at 6%; with 50% employer match about $171,375 at 4% or $114,250 at 6%; with 100% employer match about $128,531 at 4% or $85,688 at 6%.
Patrick B Whitaker DC PC Profit Sharing Plan-2$641,207$20,565$10,283iApproximate average salary by contribution assumption: employee only about $257,063 at 4% or $171,375 at 6%; with 50% employer match about $171,375 at 4% or $114,250 at 6%; with 100% employer match about $128,531 at 4% or $85,688 at 6%.
201212$532,393$21,670$10,835iApproximate average salary by contribution assumption: employee only about $270,875 at 4% or $180,583 at 6%; with 50% employer match about $180,583 at 4% or $120,389 at 6%; with 100% employer match about $135,438 at 4% or $90,292 at 6%.
Patrick B Whitaker DC PC Profit Sharing Plan-2$532,393$21,670$10,835iApproximate average salary by contribution assumption: employee only about $270,875 at 4% or $180,583 at 6%; with 50% employer match about $180,583 at 4% or $120,389 at 6%; with 100% employer match about $135,438 at 4% or $90,292 at 6%.
201112$446,551$21,670$10,835iApproximate average salary by contribution assumption: employee only about $270,875 at 4% or $180,583 at 6%; with 50% employer match about $180,583 at 4% or $120,389 at 6%; with 100% employer match about $135,438 at 4% or $90,292 at 6%.
Patrick B Whitaker DC PC Profit Sharing Plan-2$446,551$21,670$10,835iApproximate average salary by contribution assumption: employee only about $270,875 at 4% or $180,583 at 6%; with 50% employer match about $180,583 at 4% or $120,389 at 6%; with 100% employer match about $135,438 at 4% or $90,292 at 6%.
201010$490,724$21,400-
Patrick B Whitaker DC PC Profit Sharing Plan--$490,724$21,400-
200912$423,163$21,400$10,700iApproximate average salary by contribution assumption: employee only about $267,500 at 4% or $178,333 at 6%; with 50% employer match about $178,333 at 4% or $118,889 at 6%; with 100% employer match about $133,750 at 4% or $89,167 at 6%.
Patrick B Whitaker DC PC Profit Sharing Plan-2$423,163$21,400$10,700iApproximate average salary by contribution assumption: employee only about $267,500 at 4% or $178,333 at 6%; with 50% employer match about $178,333 at 4% or $118,889 at 6%; with 100% employer match about $133,750 at 4% or $89,167 at 6%.
200812$305,159$21,852$10,926iApproximate average salary by contribution assumption: employee only about $273,150 at 4% or $182,100 at 6%; with 50% employer match about $182,100 at 4% or $121,400 at 6%; with 100% employer match about $136,575 at 4% or $91,050 at 6%.
Patrick B Whitaker DC PC Profit Sharing Plan-2$305,159$21,852$10,926iApproximate average salary by contribution assumption: employee only about $273,150 at 4% or $182,100 at 6%; with 50% employer match about $182,100 at 4% or $121,400 at 6%; with 100% employer match about $136,575 at 4% or $91,050 at 6%.
200712$583,027$21,433$10,717iApproximate average salary by contribution assumption: employee only about $267,913 at 4% or $178,608 at 6%; with 50% employer match about $178,608 at 4% or $119,072 at 6%; with 100% employer match about $133,956 at 4% or $89,304 at 6%.
Patrick B Whitaker DC PC Profit Sharing Plan-2$583,027$21,433$10,717iApproximate average salary by contribution assumption: employee only about $267,913 at 4% or $178,608 at 6%; with 50% employer match about $178,608 at 4% or $119,072 at 6%; with 100% employer match about $133,956 at 4% or $89,304 at 6%.
200612$484,122$21,240$10,620iApproximate average salary by contribution assumption: employee only about $265,500 at 4% or $177,000 at 6%; with 50% employer match about $177,000 at 4% or $118,000 at 6%; with 100% employer match about $132,750 at 4% or $88,500 at 6%.
Patrick B Whitaker DC PC Profit Sharing Plan-2$484,122$21,240$10,620iApproximate average salary by contribution assumption: employee only about $265,500 at 4% or $177,000 at 6%; with 50% employer match about $177,000 at 4% or $118,000 at 6%; with 100% employer match about $132,750 at 4% or $88,500 at 6%.
200512$418,844$21,256$10,628iApproximate average salary by contribution assumption: employee only about $265,700 at 4% or $177,133 at 6%; with 50% employer match about $177,133 at 4% or $118,089 at 6%; with 100% employer match about $132,850 at 4% or $88,567 at 6%.
Patrick B Whitaker DC PC Profit Sharing Plan-2$418,844$21,256$10,628iApproximate average salary by contribution assumption: employee only about $265,700 at 4% or $177,133 at 6%; with 50% employer match about $177,133 at 4% or $118,089 at 6%; with 100% employer match about $132,850 at 4% or $88,567 at 6%.
200412$365,072$21,968$10,984iApproximate average salary by contribution assumption: employee only about $274,600 at 4% or $183,067 at 6%; with 50% employer match about $183,067 at 4% or $122,044 at 6%; with 100% employer match about $137,300 at 4% or $91,533 at 6%.
Patrick B Whitaker DC PC Profit Sharing Plan-2$365,072$21,968$10,984iApproximate average salary by contribution assumption: employee only about $274,600 at 4% or $183,067 at 6%; with 50% employer match about $183,067 at 4% or $122,044 at 6%; with 100% employer match about $137,300 at 4% or $91,533 at 6%.
200322$300,343$21,177$10,589iApproximate average salary by contribution assumption: employee only about $264,713 at 4% or $176,475 at 6%; with 50% employer match about $176,475 at 4% or $117,650 at 6%; with 100% employer match about $132,356 at 4% or $88,238 at 6%.
Patrick B Whitaker DC PC Profit Sharing Plan-2$300,343$21,177$10,589iApproximate average salary by contribution assumption: employee only about $264,713 at 4% or $176,475 at 6%; with 50% employer match about $176,475 at 4% or $117,650 at 6%; with 100% employer match about $132,356 at 4% or $88,238 at 6%.
PATRICK B. WHITAKER, D.C., P.C. MONEY PURCHASE PLAN & TRUST-0---
200222$203,327$16,875$8,438iApproximate average salary by contribution assumption: employee only about $210,938 at 4% or $140,625 at 6%; with 50% employer match about $140,625 at 4% or $93,750 at 6%; with 100% employer match about $105,469 at 4% or $70,313 at 6%.
Patrick B Whitaker DC PC Profit Sharing Plan-2$124,673$6,750$3,375iApproximate average salary by contribution assumption: employee only about $84,375 at 4% or $56,250 at 6%; with 50% employer match about $56,250 at 4% or $37,500 at 6%; with 100% employer match about $42,188 at 4% or $28,125 at 6%.
PATRICK B. WHITAKER.D-C-Z.C. MONEY PURCHASE PLAN TRUST-2$78,654$10,125$5,063iApproximate average salary by contribution assumption: employee only about $126,563 at 4% or $84,375 at 6%; with 50% employer match about $84,375 at 4% or $56,250 at 6%; with 100% employer match about $63,281 at 4% or $42,188 at 6%.
200122$0$0-
Patrick B Whitaker DC PC Profit Sharing Plan-2---
PATRICK B. WHITAKER, DC PC MONEY PURCHASE PLAN & TRUST-2---
200027$257,169$16,080$2,297iApproximate average salary by contribution assumption: employee only about $57,429 at 4% or $38,286 at 6%; with 50% employer match about $38,286 at 4% or $25,524 at 6%; with 100% employer match about $28,714 at 4% or $19,143 at 6%.
Patrick B Whitaker DC PC Profit Sharing Plan-0$168,303$5,360-
PATRICK B. WHITAKER DC PC MONEY PURCHASE PLAN & TRUST-7$88,866$10,720$1,531iApproximate average salary by contribution assumption: employee only about $38,286 at 4% or $25,524 at 6%; with 50% employer match about $25,524 at 4% or $17,016 at 6%; with 100% employer match about $19,143 at 4% or $12,762 at 6%.