Whitlock and Associates PC.
Plan context: Whitlock and Associates PC. Profit Sharing Plan
EIN 36-3900376 • Wheaton, IL • 21 filings • 2 plans
Current Snapshot
Latest Year
2020
2020 Participants
2
2020 Assets
$2,607,579
2020 Contributions
$134,732
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2020 | 1 | 0 | $0 | $0 | - |
| Whitlock and Associates PC. Profit Sharing Plan | - | 0 | $0 | - | - |
| 2019 | 1 | 2 | $2,607,579 | $0 | - |
| Whitlock and Associates PC. Profit Sharing Plan | - | 2 | $2,607,579 | $0 | - |
| 2018 | 1 | 2 | $2,097,038 | $134,732 | $67,366iApproximate average salary by contribution assumption: employee only about $1,684,150 at 4% or $1,122,767 at 6%; with 50% employer match about $1,122,767 at 4% or $748,511 at 6%; with 100% employer match about $842,075 at 4% or $561,383 at 6%. |
| Whitlock and Associates PC. Profit Sharing Plan | - | 2 | $2,097,038 | $134,732 | $67,366iApproximate average salary by contribution assumption: employee only about $1,684,150 at 4% or $1,122,767 at 6%; with 50% employer match about $1,122,767 at 4% or $748,511 at 6%; with 100% employer match about $842,075 at 4% or $561,383 at 6%. |
| 2017 | 1 | 2 | $1,962,794 | $64,000 | $32,000iApproximate average salary by contribution assumption: employee only about $800,000 at 4% or $533,333 at 6%; with 50% employer match about $533,333 at 4% or $355,556 at 6%; with 100% employer match about $400,000 at 4% or $266,667 at 6%. |
| Whitlock and Associates PC. Profit Sharing Plan | - | 2 | $1,962,794 | $64,000 | $32,000iApproximate average salary by contribution assumption: employee only about $800,000 at 4% or $533,333 at 6%; with 50% employer match about $533,333 at 4% or $355,556 at 6%; with 100% employer match about $400,000 at 4% or $266,667 at 6%. |
| 2016 | 1 | 2 | $1,547,940 | $63,000 | $31,500iApproximate average salary by contribution assumption: employee only about $787,500 at 4% or $525,000 at 6%; with 50% employer match about $525,000 at 4% or $350,000 at 6%; with 100% employer match about $393,750 at 4% or $262,500 at 6%. |
| Whitlock and Associates PC. Profit Sharing Plan | - | 2 | $1,547,940 | $63,000 | $31,500iApproximate average salary by contribution assumption: employee only about $787,500 at 4% or $525,000 at 6%; with 50% employer match about $525,000 at 4% or $350,000 at 6%; with 100% employer match about $393,750 at 4% or $262,500 at 6%. |
| 2015 | 1 | 2 | $1,392,298 | $62,570 | $31,285iApproximate average salary by contribution assumption: employee only about $782,125 at 4% or $521,417 at 6%; with 50% employer match about $521,417 at 4% or $347,611 at 6%; with 100% employer match about $391,063 at 4% or $260,708 at 6%. |
| Whitlock and Associates PC. Profit Sharing Plan | - | 2 | $1,392,298 | $62,570 | $31,285iApproximate average salary by contribution assumption: employee only about $782,125 at 4% or $521,417 at 6%; with 50% employer match about $521,417 at 4% or $347,611 at 6%; with 100% employer match about $391,063 at 4% or $260,708 at 6%. |
| 2014 | 1 | 2 | $1,339,091 | $61,540 | $30,770iApproximate average salary by contribution assumption: employee only about $769,250 at 4% or $512,833 at 6%; with 50% employer match about $512,833 at 4% or $341,889 at 6%; with 100% employer match about $384,625 at 4% or $256,417 at 6%. |
| Whitlock and Associates PC. Profit Sharing Plan | - | 2 | $1,339,091 | $61,540 | $30,770iApproximate average salary by contribution assumption: employee only about $769,250 at 4% or $512,833 at 6%; with 50% employer match about $512,833 at 4% or $341,889 at 6%; with 100% employer match about $384,625 at 4% or $256,417 at 6%. |
| 2013 | 1 | 3 | $1,302,151 | $59,708 | $19,903iApproximate average salary by contribution assumption: employee only about $497,567 at 4% or $331,711 at 6%; with 50% employer match about $331,711 at 4% or $221,141 at 6%; with 100% employer match about $248,783 at 4% or $165,856 at 6%. |
| Whitlock and Associates PC. Profit Sharing Plan | - | 3 | $1,302,151 | $59,708 | $19,903iApproximate average salary by contribution assumption: employee only about $497,567 at 4% or $331,711 at 6%; with 50% employer match about $331,711 at 4% or $221,141 at 6%; with 100% employer match about $248,783 at 4% or $165,856 at 6%. |
| 2012 | 1 | 3 | $964,913 | $59,972 | $19,991iApproximate average salary by contribution assumption: employee only about $499,767 at 4% or $333,178 at 6%; with 50% employer match about $333,178 at 4% or $222,119 at 6%; with 100% employer match about $249,883 at 4% or $166,589 at 6%. |
| Whitlock and Associates PC. Profit Sharing Plan | - | 3 | $964,913 | $59,972 | $19,991iApproximate average salary by contribution assumption: employee only about $499,767 at 4% or $333,178 at 6%; with 50% employer match about $333,178 at 4% or $222,119 at 6%; with 100% employer match about $249,883 at 4% or $166,589 at 6%. |
| 2011 | 1 | 3 | $830,483 | $59,020 | $19,673iApproximate average salary by contribution assumption: employee only about $491,833 at 4% or $327,889 at 6%; with 50% employer match about $327,889 at 4% or $218,593 at 6%; with 100% employer match about $245,917 at 4% or $163,944 at 6%. |
| Whitlock and Associates PC. Profit Sharing Plan | - | 3 | $830,483 | $59,020 | $19,673iApproximate average salary by contribution assumption: employee only about $491,833 at 4% or $327,889 at 6%; with 50% employer match about $327,889 at 4% or $218,593 at 6%; with 100% employer match about $245,917 at 4% or $163,944 at 6%. |
| 2010 | 1 | 3 | $722,807 | $58,072 | $19,357iApproximate average salary by contribution assumption: employee only about $483,933 at 4% or $322,622 at 6%; with 50% employer match about $322,622 at 4% or $215,081 at 6%; with 100% employer match about $241,967 at 4% or $161,311 at 6%. |
| Whitlock and Associates PC. Profit Sharing Plan | - | 3 | $722,807 | $58,072 | $19,357iApproximate average salary by contribution assumption: employee only about $483,933 at 4% or $322,622 at 6%; with 50% employer match about $322,622 at 4% or $215,081 at 6%; with 100% employer match about $241,967 at 4% or $161,311 at 6%. |
| 2009 | 1 | 3 | $554,466 | $58,687 | $19,562iApproximate average salary by contribution assumption: employee only about $489,058 at 4% or $326,039 at 6%; with 50% employer match about $326,039 at 4% or $217,359 at 6%; with 100% employer match about $244,529 at 4% or $163,019 at 6%. |
| Whitlock and Associates PC. Profit Sharing Plan | - | 3 | $554,466 | $58,687 | $19,562iApproximate average salary by contribution assumption: employee only about $489,058 at 4% or $326,039 at 6%; with 50% employer match about $326,039 at 4% or $217,359 at 6%; with 100% employer match about $244,529 at 4% or $163,019 at 6%. |
| 2008 | 1 | 3 | $397,248 | $55,360 | $18,453iApproximate average salary by contribution assumption: employee only about $461,333 at 4% or $307,556 at 6%; with 50% employer match about $307,556 at 4% or $205,037 at 6%; with 100% employer match about $230,667 at 4% or $153,778 at 6%. |
| Whitlock and Associates PC. Profit Sharing Plan | - | 3 | $397,248 | $55,360 | $18,453iApproximate average salary by contribution assumption: employee only about $461,333 at 4% or $307,556 at 6%; with 50% employer match about $307,556 at 4% or $205,037 at 6%; with 100% employer match about $230,667 at 4% or $153,778 at 6%. |
| 2007 | 1 | 3 | $530,026 | $53,969 | $17,990iApproximate average salary by contribution assumption: employee only about $449,742 at 4% or $299,828 at 6%; with 50% employer match about $299,828 at 4% or $199,885 at 6%; with 100% employer match about $224,871 at 4% or $149,914 at 6%. |
| Whitlock and Associates PC. Profit Sharing Plan | - | 3 | $530,026 | $53,969 | $17,990iApproximate average salary by contribution assumption: employee only about $449,742 at 4% or $299,828 at 6%; with 50% employer match about $299,828 at 4% or $199,885 at 6%; with 100% employer match about $224,871 at 4% or $149,914 at 6%. |
| 2006 | 1 | 3 | $413,636 | $52,475 | $17,492iApproximate average salary by contribution assumption: employee only about $437,292 at 4% or $291,528 at 6%; with 50% employer match about $291,528 at 4% or $194,352 at 6%; with 100% employer match about $218,646 at 4% or $145,764 at 6%. |
| Whitlock and Associates PC. Profit Sharing Plan | - | 3 | $413,636 | $52,475 | $17,492iApproximate average salary by contribution assumption: employee only about $437,292 at 4% or $291,528 at 6%; with 50% employer match about $291,528 at 4% or $194,352 at 6%; with 100% employer match about $218,646 at 4% or $145,764 at 6%. |
| 2005 | 1 | 3 | $344,274 | $49,912 | $16,637iApproximate average salary by contribution assumption: employee only about $415,933 at 4% or $277,289 at 6%; with 50% employer match about $277,289 at 4% or $184,859 at 6%; with 100% employer match about $207,967 at 4% or $138,644 at 6%. |
| Whitlock and Associates PC. Profit Sharing Plan | - | 3 | $344,274 | $49,912 | $16,637iApproximate average salary by contribution assumption: employee only about $415,933 at 4% or $277,289 at 6%; with 50% employer match about $277,289 at 4% or $184,859 at 6%; with 100% employer match about $207,967 at 4% or $138,644 at 6%. |
| 2004 | 1 | 3 | $271,667 | $48,694 | $16,231iApproximate average salary by contribution assumption: employee only about $405,783 at 4% or $270,522 at 6%; with 50% employer match about $270,522 at 4% or $180,348 at 6%; with 100% employer match about $202,892 at 4% or $135,261 at 6%. |
| Whitlock and Associates PC. Profit Sharing Plan | - | 3 | $271,667 | $48,694 | $16,231iApproximate average salary by contribution assumption: employee only about $405,783 at 4% or $270,522 at 6%; with 50% employer match about $270,522 at 4% or $180,348 at 6%; with 100% employer match about $202,892 at 4% or $135,261 at 6%. |
| 2003 | 1 | 3 | $208,764 | $50,962 | $16,987iApproximate average salary by contribution assumption: employee only about $424,683 at 4% or $283,122 at 6%; with 50% employer match about $283,122 at 4% or $188,748 at 6%; with 100% employer match about $212,342 at 4% or $141,561 at 6%. |
| Whitlock and Associates PC. Profit Sharing Plan | - | 3 | $208,764 | $50,962 | $16,987iApproximate average salary by contribution assumption: employee only about $424,683 at 4% or $283,122 at 6%; with 50% employer match about $283,122 at 4% or $188,748 at 6%; with 100% employer match about $212,342 at 4% or $141,561 at 6%. |
| 2002 | 1 | 3 | $132,869 | $46,737 | $15,579iApproximate average salary by contribution assumption: employee only about $389,475 at 4% or $259,650 at 6%; with 50% employer match about $259,650 at 4% or $173,100 at 6%; with 100% employer match about $194,738 at 4% or $129,825 at 6%. |
| Whitlock and Associates PC. Profit Sharing Plan | - | 3 | $132,869 | $46,737 | $15,579iApproximate average salary by contribution assumption: employee only about $389,475 at 4% or $259,650 at 6%; with 50% employer match about $259,650 at 4% or $173,100 at 6%; with 100% employer match about $194,738 at 4% or $129,825 at 6%. |
| 2001 | 1 | 0 | $0 | $0 | - |
| Whitlock and Associates PC. Profit Sharing Plan | - | 0 | - | - | - |
| 2000 | 1 | 2 | $0 | $0 | - |
| Whitlock and Associates PC. Profit Sharing Plan | - | 2 | - | - | - |