Civic Intelligence

Whiteford Wealth Management Inc.

Plan context: Whiteford Wealth Management Inc. 401(K) Plan

EIN 36-4323396 • South Haven, MI • 10 filings • 1 plans

404 Broadway StreetSouth Haven, MI 49090
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$1,185,809

2024 Contributions

$147,403

Historical Graphs

Total Assets Over Time

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

$1,185,809$592,905$0201520202024YearValue
$1,185,809Latest year 2024

Participants Over Time

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

1050201520202024YearValue
8Latest 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
202418$1,185,809$147,403$18,425iApproximate average salary by contribution assumption: employee only about $460,634 at 4% or $307,090 at 6%; with 50% employer match about $307,090 at 4% or $204,726 at 6%; with 100% employer match about $230,317 at 4% or $153,545 at 6%.
Whiteford Wealth Management Inc. 401(K) Plan-8$1,185,809$147,403$18,425iApproximate average salary by contribution assumption: employee only about $460,634 at 4% or $307,090 at 6%; with 50% employer match about $307,090 at 4% or $204,726 at 6%; with 100% employer match about $230,317 at 4% or $153,545 at 6%.
2023110$870,809$83,387$8,339iApproximate average salary by contribution assumption: employee only about $208,468 at 4% or $138,978 at 6%; with 50% employer match about $138,978 at 4% or $92,652 at 6%; with 100% employer match about $104,234 at 4% or $69,489 at 6%.
Whiteford Wealth Management Inc. 401(K) Plan-10$870,809$83,387$8,339iApproximate average salary by contribution assumption: employee only about $208,468 at 4% or $138,978 at 6%; with 50% employer match about $138,978 at 4% or $92,652 at 6%; with 100% employer match about $104,234 at 4% or $69,489 at 6%.
2022110$608,879$73,590$7,359iApproximate average salary by contribution assumption: employee only about $183,975 at 4% or $122,650 at 6%; with 50% employer match about $122,650 at 4% or $81,767 at 6%; with 100% employer match about $91,988 at 4% or $61,325 at 6%.
Whiteford Wealth Management Inc. 401(K) Plan-10$608,879$73,590$7,359iApproximate average salary by contribution assumption: employee only about $183,975 at 4% or $122,650 at 6%; with 50% employer match about $122,650 at 4% or $81,767 at 6%; with 100% employer match about $91,988 at 4% or $61,325 at 6%.
2021110$691,455$73,084$7,308iApproximate average salary by contribution assumption: employee only about $182,710 at 4% or $121,807 at 6%; with 50% employer match about $121,807 at 4% or $81,204 at 6%; with 100% employer match about $91,355 at 4% or $60,903 at 6%.
Whiteford Wealth Management Inc. 401(K) Plan-10$691,455$73,084$7,308iApproximate average salary by contribution assumption: employee only about $182,710 at 4% or $121,807 at 6%; with 50% employer match about $121,807 at 4% or $81,204 at 6%; with 100% employer match about $91,355 at 4% or $60,903 at 6%.
202018$499,463$66,162$8,270iApproximate average salary by contribution assumption: employee only about $206,756 at 4% or $137,838 at 6%; with 50% employer match about $137,838 at 4% or $91,892 at 6%; with 100% employer match about $103,378 at 4% or $68,919 at 6%.
Whiteford Wealth Management Inc. 401(K) Plan-8$499,463$66,162$8,270iApproximate average salary by contribution assumption: employee only about $206,756 at 4% or $137,838 at 6%; with 50% employer match about $137,838 at 4% or $91,892 at 6%; with 100% employer match about $103,378 at 4% or $68,919 at 6%.
201918$377,265$62,458$7,807iApproximate average salary by contribution assumption: employee only about $195,181 at 4% or $130,121 at 6%; with 50% employer match about $130,121 at 4% or $86,747 at 6%; with 100% employer match about $97,591 at 4% or $65,060 at 6%.
Whiteford Wealth Management Inc. 401(K) Plan-8$377,265$62,458$7,807iApproximate average salary by contribution assumption: employee only about $195,181 at 4% or $130,121 at 6%; with 50% employer match about $130,121 at 4% or $86,747 at 6%; with 100% employer match about $97,591 at 4% or $65,060 at 6%.
201816$246,001$75,867$12,645iApproximate average salary by contribution assumption: employee only about $316,113 at 4% or $210,742 at 6%; with 50% employer match about $210,742 at 4% or $140,494 at 6%; with 100% employer match about $158,056 at 4% or $105,371 at 6%.
Whiteford Wealth Management Inc. 401(K) Plan-6$246,001$75,867$12,645iApproximate average salary by contribution assumption: employee only about $316,113 at 4% or $210,742 at 6%; with 50% employer match about $210,742 at 4% or $140,494 at 6%; with 100% employer match about $158,056 at 4% or $105,371 at 6%.
201716$188,156$55,631$9,272iApproximate average salary by contribution assumption: employee only about $231,796 at 4% or $154,531 at 6%; with 50% employer match about $154,531 at 4% or $103,020 at 6%; with 100% employer match about $115,898 at 4% or $77,265 at 6%.
Whiteford Wealth Management Inc. 401(K) Plan-6$188,156$55,631$9,272iApproximate average salary by contribution assumption: employee only about $231,796 at 4% or $154,531 at 6%; with 50% employer match about $154,531 at 4% or $103,020 at 6%; with 100% employer match about $115,898 at 4% or $77,265 at 6%.
201616$103,988$58,473$9,746iApproximate average salary by contribution assumption: employee only about $243,638 at 4% or $162,425 at 6%; with 50% employer match about $162,425 at 4% or $108,283 at 6%; with 100% employer match about $121,819 at 4% or $81,213 at 6%.
Whiteford Wealth Management Inc. 401(K) Plan-6$103,988$58,473$9,746iApproximate average salary by contribution assumption: employee only about $243,638 at 4% or $162,425 at 6%; with 50% employer match about $162,425 at 4% or $108,283 at 6%; with 100% employer match about $121,819 at 4% or $81,213 at 6%.
201516$37,056$37,128$6,188iApproximate average salary by contribution assumption: employee only about $154,700 at 4% or $103,133 at 6%; with 50% employer match about $103,133 at 4% or $68,756 at 6%; with 100% employer match about $77,350 at 4% or $51,567 at 6%.
Whiteford Wealth Management Inc. 401(K) Plan-6$37,056$37,128$6,188iApproximate average salary by contribution assumption: employee only about $154,700 at 4% or $103,133 at 6%; with 50% employer match about $103,133 at 4% or $68,756 at 6%; with 100% employer match about $77,350 at 4% or $51,567 at 6%.