Civic Intelligence

Whalerock Industries

Plan context: WHALEROCK INDUSTRIES 401(K) PLAN

EIN 39-2051936 • Santa Monica, CA • 15 filings • 5 plans

2900 West Olympic BlvdSanta Monica, CA 90404
Current Snapshot

Latest Year

2019

2019 Participants

40

2019 Assets

$1,679,463

2019 Contributions

$517,206

Historical Graphs

Total Assets Over Time

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

$1,679,463$839,732$0200820112014YearValue
$1,679,463Latest year 2014

Participants Over Time

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

2011010200820142019YearValue
40Latest year 2019

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
2019140$0$0-
Whalerock Industries Health and Welfare Plan-40---
20181120$0$0-
Whalerock Industries Health and Welfare Plan-120---
20171201$0$0-
Whalerock Industries Health and Welfare Plan-201---
20161201$0$0-
Whalerock Industries Health and Welfare Plan-201---
20151183$0$0-
Whalerock Industries Health and Welfare Plan-183---
20142172$1,679,463$517,206$3,007iApproximate average salary by contribution assumption: employee only about $75,175 at 4% or $50,117 at 6%; with 50% employer match about $50,117 at 4% or $33,411 at 6%; with 100% employer match about $37,588 at 4% or $25,058 at 6%.
WHALEROCK INDUSTRIES 401(K) PLAN-166$1,679,463$517,206$3,116iApproximate average salary by contribution assumption: employee only about $77,892 at 4% or $51,928 at 6%; with 50% employer match about $51,928 at 4% or $34,619 at 6%; with 100% employer match about $38,946 at 4% or $25,964 at 6%.
Whalerock Industries Health and Welfare Plan-172---
20132167$1,377,443$374,467$2,242iApproximate average salary by contribution assumption: employee only about $56,058 at 4% or $37,372 at 6%; with 50% employer match about $37,372 at 4% or $24,915 at 6%; with 100% employer match about $28,029 at 4% or $18,686 at 6%.
BERMANBRAUN 401(K) PLAN-151$1,377,443$374,467$2,480iApproximate average salary by contribution assumption: employee only about $61,998 at 4% or $41,332 at 6%; with 50% employer match about $41,332 at 4% or $27,555 at 6%; with 100% employer match about $30,999 at 4% or $20,666 at 6%.
Whalerock Industries Health and Welfare Plan-167---
20122113$924,962$317,525$2,810iApproximate average salary by contribution assumption: employee only about $70,249 at 4% or $46,833 at 6%; with 50% employer match about $46,833 at 4% or $31,222 at 6%; with 100% employer match about $35,124 at 4% or $23,416 at 6%.
BERMANBRAUN 401(K) PLAN-38$924,962$317,525$8,356iApproximate average salary by contribution assumption: employee only about $208,898 at 4% or $139,265 at 6%; with 50% employer match about $139,265 at 4% or $92,844 at 6%; with 100% employer match about $104,449 at 4% or $69,633 at 6%.
Whalerock Industries Health and Welfare Plan-113---
2011130$584,503$330,027$11,001iApproximate average salary by contribution assumption: employee only about $275,023 at 4% or $183,348 at 6%; with 50% employer match about $183,348 at 4% or $122,232 at 6%; with 100% employer match about $137,511 at 4% or $91,674 at 6%.
BERMANBRAUN 401(K) PLAN-30$584,503$330,027$11,001iApproximate average salary by contribution assumption: employee only about $275,023 at 4% or $183,348 at 6%; with 50% employer match about $183,348 at 4% or $122,232 at 6%; with 100% employer match about $137,511 at 4% or $91,674 at 6%.
2010119$274,242$110,629$5,823iApproximate average salary by contribution assumption: employee only about $145,564 at 4% or $97,043 at 6%; with 50% employer match about $97,043 at 4% or $64,695 at 6%; with 100% employer match about $72,782 at 4% or $48,521 at 6%.
BERMANBRAUN 401(K) PLAN-19$274,242$110,629$5,823iApproximate average salary by contribution assumption: employee only about $145,564 at 4% or $97,043 at 6%; with 50% employer match about $97,043 at 4% or $64,695 at 6%; with 100% employer match about $72,782 at 4% or $48,521 at 6%.
2009117$171,804$97,472$5,734iApproximate average salary by contribution assumption: employee only about $143,341 at 4% or $95,561 at 6%; with 50% employer match about $95,561 at 4% or $63,707 at 6%; with 100% employer match about $71,671 at 4% or $47,780 at 6%.
BERMANBRAUN 401(K) PLAN-17$171,804$97,472$5,734iApproximate average salary by contribution assumption: employee only about $143,341 at 4% or $95,561 at 6%; with 50% employer match about $95,561 at 4% or $63,707 at 6%; with 100% employer match about $71,671 at 4% or $47,780 at 6%.
2008117$57,601$61,565$3,621iApproximate average salary by contribution assumption: employee only about $90,537 at 4% or $60,358 at 6%; with 50% employer match about $60,358 at 4% or $40,239 at 6%; with 100% employer match about $45,268 at 4% or $30,179 at 6%.
BERMANBRAUN 401K PLAN-17$57,601$61,565$3,621iApproximate average salary by contribution assumption: employee only about $90,537 at 4% or $60,358 at 6%; with 50% employer match about $60,358 at 4% or $40,239 at 6%; with 100% employer match about $45,268 at 4% or $30,179 at 6%.