Civic Intelligence

Whitney & Associates Inc.

Plan context: Whitney & Associates Inc. Profit Sharing Plan and Trust

EIN 41-1313982 • 7 filings • 2 plans

Current Snapshot

Latest Year

2004

2004 Participants

1

2004 Assets

$50,228

2004 Contributions

$8,956

Historical Graphs

Total Assets Over Time

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

$761,095$380,548$019992003YearValue
$50,228Latest year 2003

Participants Over Time

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

95019992000YearValue
1Latest year 2000

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
200410$0$0-
Whitney & Associates Inc. Profit Sharing Plan and Trust-0---
200310$50,228$0-
Whitney & Associates Inc. Profit Sharing Plan and Trust-0$50,228--
200210$0$0-
Whitney & Associates Inc. Profit Sharing Plan and Trust-0---
200021$0$8,956$8,956iApproximate average salary by contribution assumption: employee only about $223,900 at 4% or $149,267 at 6%; with 50% employer match about $149,267 at 4% or $99,511 at 6%; with 100% employer match about $111,950 at 4% or $74,633 at 6%.
Whitney & Associates Inc. 401K Plan and Trust-0-$8,956-
Whitney & Associates Inc. Profit Sharing Plan and Trust-1---
199929$761,095$43,040$4,782iApproximate average salary by contribution assumption: employee only about $119,556 at 4% or $79,704 at 6%; with 50% employer match about $79,704 at 4% or $53,136 at 6%; with 100% employer match about $59,778 at 4% or $39,852 at 6%.
Whitney & Associates Inc. Profit Sharing Plan and Trust-9$656,860--
Whitney & Associates Inc. 401K Plan and Trust-9$104,235$43,040$4,782iApproximate average salary by contribution assumption: employee only about $119,556 at 4% or $79,704 at 6%; with 50% employer match about $79,704 at 4% or $53,136 at 6%; with 100% employer match about $59,778 at 4% or $39,852 at 6%.