Civic Intelligence

WHITMAN/PETERSON, LLC

Plan context: WHITMAN PETERSON 401(K) PLAN

EIN 45-4269439 • Westlake Village, CA • 14 filings • 4 plans

3075 Townsgate RdSuite 210Westlake Village, CA 91361
Current Snapshot

Latest Year

2025

2025 Participants

36

2025 Assets

$5,161,507

2025 Contributions

$557,700

Historical Graphs

Total Assets Over Time

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

$5,161,507$2,580,754$0201220192025YearValue
$5,161,507Latest year 2025

Participants Over Time

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

36180201220192025YearValue
36Latest year 2025

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
2025136$5,161,507$557,700$15,492iApproximate average salary by contribution assumption: employee only about $387,292 at 4% or $258,194 at 6%; with 50% employer match about $258,194 at 4% or $172,130 at 6%; with 100% employer match about $193,646 at 4% or $129,097 at 6%.
WHITMAN PETERSON 401(K) PLAN-36$5,161,507$557,700$15,492iApproximate average salary by contribution assumption: employee only about $387,292 at 4% or $258,194 at 6%; with 50% employer match about $258,194 at 4% or $172,130 at 6%; with 100% employer match about $193,646 at 4% or $129,097 at 6%.
2024133$3,972,023$482,053$14,608iApproximate average salary by contribution assumption: employee only about $365,192 at 4% or $243,461 at 6%; with 50% employer match about $243,461 at 4% or $162,307 at 6%; with 100% employer match about $182,596 at 4% or $121,731 at 6%.
WHITMAN PETERSON 401(K) PLAN-33$3,972,023$482,053$14,608iApproximate average salary by contribution assumption: employee only about $365,192 at 4% or $243,461 at 6%; with 50% employer match about $243,461 at 4% or $162,307 at 6%; with 100% employer match about $182,596 at 4% or $121,731 at 6%.
2023130$3,431,003$457,564$15,252iApproximate average salary by contribution assumption: employee only about $381,303 at 4% or $254,202 at 6%; with 50% employer match about $254,202 at 4% or $169,468 at 6%; with 100% employer match about $190,652 at 4% or $127,101 at 6%.
WHITMAN PETERSON 401(K) PLAN-30$3,431,003$457,564$15,252iApproximate average salary by contribution assumption: employee only about $381,303 at 4% or $254,202 at 6%; with 50% employer match about $254,202 at 4% or $169,468 at 6%; with 100% employer match about $190,652 at 4% or $127,101 at 6%.
2022126$2,462,682$389,607$14,985iApproximate average salary by contribution assumption: employee only about $374,622 at 4% or $249,748 at 6%; with 50% employer match about $249,748 at 4% or $166,499 at 6%; with 100% employer match about $187,311 at 4% or $124,874 at 6%.
WHITMAN PETERSON 401(K) PLAN-26$2,462,682$389,607$14,985iApproximate average salary by contribution assumption: employee only about $374,622 at 4% or $249,748 at 6%; with 50% employer match about $249,748 at 4% or $166,499 at 6%; with 100% employer match about $187,311 at 4% or $124,874 at 6%.
2021126$2,488,445$359,467$13,826iApproximate average salary by contribution assumption: employee only about $345,641 at 4% or $230,428 at 6%; with 50% employer match about $230,428 at 4% or $153,618 at 6%; with 100% employer match about $172,821 at 4% or $115,214 at 6%.
WHITMAN PETERSON 401(K) PLAN-26$2,488,445$359,467$13,826iApproximate average salary by contribution assumption: employee only about $345,641 at 4% or $230,428 at 6%; with 50% employer match about $230,428 at 4% or $153,618 at 6%; with 100% employer match about $172,821 at 4% or $115,214 at 6%.
2020123$1,873,450$418,292$18,187iApproximate average salary by contribution assumption: employee only about $454,665 at 4% or $303,110 at 6%; with 50% employer match about $303,110 at 4% or $202,073 at 6%; with 100% employer match about $227,333 at 4% or $151,555 at 6%.
WHITMAN PETERSON 401(K) PLAN-23$1,873,450$418,292$18,187iApproximate average salary by contribution assumption: employee only about $454,665 at 4% or $303,110 at 6%; with 50% employer match about $303,110 at 4% or $202,073 at 6%; with 100% employer match about $227,333 at 4% or $151,555 at 6%.
2019118$1,377,184$169,892$9,438iApproximate average salary by contribution assumption: employee only about $235,961 at 4% or $157,307 at 6%; with 50% employer match about $157,307 at 4% or $104,872 at 6%; with 100% employer match about $117,981 at 4% or $78,654 at 6%.
WHITMAN PETERSON 401(K) PLAN-18$1,377,184$169,892$9,438iApproximate average salary by contribution assumption: employee only about $235,961 at 4% or $157,307 at 6%; with 50% employer match about $157,307 at 4% or $104,872 at 6%; with 100% employer match about $117,981 at 4% or $78,654 at 6%.
201810$0$118,601-
RETIREMENT INCOME SECURITY PLAN-WHITMAN/PETERSON, LLC-0$0$118,601-
2017113$718,505$150,128$11,548iApproximate average salary by contribution assumption: employee only about $288,708 at 4% or $192,472 at 6%; with 50% employer match about $192,472 at 4% or $128,315 at 6%; with 100% employer match about $144,354 at 4% or $96,236 at 6%.
RETIREMENT INCOME SECURITY PLAN-WHITMAN/PETERSON, LLC-13$718,505$150,128$11,548iApproximate average salary by contribution assumption: employee only about $288,708 at 4% or $192,472 at 6%; with 50% employer match about $192,472 at 4% or $128,315 at 6%; with 100% employer match about $144,354 at 4% or $96,236 at 6%.
201617$461,893$112,295$16,042iApproximate average salary by contribution assumption: employee only about $401,054 at 4% or $267,369 at 6%; with 50% employer match about $267,369 at 4% or $178,246 at 6%; with 100% employer match about $200,527 at 4% or $133,685 at 6%.
BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-WHITMAN/PETERSON, LLC-7$461,893$112,295$16,042iApproximate average salary by contribution assumption: employee only about $401,054 at 4% or $267,369 at 6%; with 50% employer match about $267,369 at 4% or $178,246 at 6%; with 100% employer match about $200,527 at 4% or $133,685 at 6%.
201518$318,219$77,494$9,687iApproximate average salary by contribution assumption: employee only about $242,169 at 4% or $161,446 at 6%; with 50% employer match about $161,446 at 4% or $107,631 at 6%; with 100% employer match about $121,084 at 4% or $80,723 at 6%.
BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-WHITMAN/PETERSON, LLC-8$318,219$77,494$9,687iApproximate average salary by contribution assumption: employee only about $242,169 at 4% or $161,446 at 6%; with 50% employer match about $161,446 at 4% or $107,631 at 6%; with 100% employer match about $121,084 at 4% or $80,723 at 6%.
201416$250,607$63,631$10,605iApproximate average salary by contribution assumption: employee only about $265,129 at 4% or $176,753 at 6%; with 50% employer match about $176,753 at 4% or $117,835 at 6%; with 100% employer match about $132,565 at 4% or $88,376 at 6%.
BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-6$250,607$63,631$10,605iApproximate average salary by contribution assumption: employee only about $265,129 at 4% or $176,753 at 6%; with 50% employer match about $176,753 at 4% or $117,835 at 6%; with 100% employer match about $132,565 at 4% or $88,376 at 6%.
201316$174,775$57,871$9,645iApproximate average salary by contribution assumption: employee only about $241,129 at 4% or $160,753 at 6%; with 50% employer match about $160,753 at 4% or $107,169 at 6%; with 100% employer match about $120,565 at 4% or $80,376 at 6%.
BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-6$174,775$57,871$9,645iApproximate average salary by contribution assumption: employee only about $241,129 at 4% or $160,753 at 6%; with 50% employer match about $160,753 at 4% or $107,169 at 6%; with 100% employer match about $120,565 at 4% or $80,376 at 6%.
201215$91,426$88,920$17,784iApproximate average salary by contribution assumption: employee only about $444,600 at 4% or $296,400 at 6%; with 50% employer match about $296,400 at 4% or $197,600 at 6%; with 100% employer match about $222,300 at 4% or $148,200 at 6%.
BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-5$91,426$88,920$17,784iApproximate average salary by contribution assumption: employee only about $444,600 at 4% or $296,400 at 6%; with 50% employer match about $296,400 at 4% or $197,600 at 6%; with 100% employer match about $222,300 at 4% or $148,200 at 6%.