Civic Intelligence

Whatley Kallas LLP

Plan context: Whatley Kallas LLP 401(K) Profit Sharing Plan

EIN 45-4908496 • Birmingham, AL • 13 filings • 2 plans

PO Box 10968Birmingham, AL 35202-0968
Current Snapshot

Latest Year

2024

2024 Participants

32

2024 Assets

$13,352,679

2024 Contributions

$284,831

Historical Graphs

Total Assets Over Time

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

$13,352,679$6,676,340$0201220182024YearValue
$13,352,679Latest year 2024

Participants Over Time

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

47240201220182024YearValue
32Latest 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
2024132$13,352,679$284,831$8,901iApproximate average salary by contribution assumption: employee only about $222,524 at 4% or $148,349 at 6%; with 50% employer match about $148,349 at 4% or $98,900 at 6%; with 100% employer match about $111,262 at 4% or $74,175 at 6%.
Whatley Kallas LLP 401(K) Profit Sharing Plan-32$13,352,679$284,831$8,901iApproximate average salary by contribution assumption: employee only about $222,524 at 4% or $148,349 at 6%; with 50% employer match about $148,349 at 4% or $98,900 at 6%; with 100% employer match about $111,262 at 4% or $74,175 at 6%.
2023135$11,892,363$246,467$7,042iApproximate average salary by contribution assumption: employee only about $176,048 at 4% or $117,365 at 6%; with 50% employer match about $117,365 at 4% or $78,243 at 6%; with 100% employer match about $88,024 at 4% or $58,683 at 6%.
Whatley Kallas LLP 401(K) Profit Sharing Plan-35$11,892,363$246,467$7,042iApproximate average salary by contribution assumption: employee only about $176,048 at 4% or $117,365 at 6%; with 50% employer match about $117,365 at 4% or $78,243 at 6%; with 100% employer match about $88,024 at 4% or $58,683 at 6%.
2022134$10,302,884$163,505$4,809iApproximate average salary by contribution assumption: employee only about $120,224 at 4% or $80,150 at 6%; with 50% employer match about $80,150 at 4% or $53,433 at 6%; with 100% employer match about $60,112 at 4% or $40,075 at 6%.
Whatley Kallas LLP 401(K) Profit Sharing Plan-34$10,302,884$163,505$4,809iApproximate average salary by contribution assumption: employee only about $120,224 at 4% or $80,150 at 6%; with 50% employer match about $80,150 at 4% or $53,433 at 6%; with 100% employer match about $60,112 at 4% or $40,075 at 6%.
2021135$12,219,396$288,898$8,254iApproximate average salary by contribution assumption: employee only about $206,356 at 4% or $137,570 at 6%; with 50% employer match about $137,570 at 4% or $91,714 at 6%; with 100% employer match about $103,178 at 4% or $68,785 at 6%.
Whatley Kallas LLP 401(K) Profit Sharing Plan-35$12,219,396$288,898$8,254iApproximate average salary by contribution assumption: employee only about $206,356 at 4% or $137,570 at 6%; with 50% employer match about $137,570 at 4% or $91,714 at 6%; with 100% employer match about $103,178 at 4% or $68,785 at 6%.
2020135$10,799,455$128,028$3,658iApproximate average salary by contribution assumption: employee only about $91,449 at 4% or $60,966 at 6%; with 50% employer match about $60,966 at 4% or $40,644 at 6%; with 100% employer match about $45,724 at 4% or $30,483 at 6%.
Whatley Kallas LLP 401(K) Profit Sharing Plan-35$10,799,455$128,028$3,658iApproximate average salary by contribution assumption: employee only about $91,449 at 4% or $60,966 at 6%; with 50% employer match about $60,966 at 4% or $40,644 at 6%; with 100% employer match about $45,724 at 4% or $30,483 at 6%.
2019141$11,102,664$238,994$5,829iApproximate average salary by contribution assumption: employee only about $145,728 at 4% or $97,152 at 6%; with 50% employer match about $97,152 at 4% or $64,768 at 6%; with 100% employer match about $72,864 at 4% or $48,576 at 6%.
Whatley Kallas LLP 401(K) Profit Sharing Plan-41$11,102,664$238,994$5,829iApproximate average salary by contribution assumption: employee only about $145,728 at 4% or $97,152 at 6%; with 50% employer match about $97,152 at 4% or $64,768 at 6%; with 100% employer match about $72,864 at 4% or $48,576 at 6%.
2018142$9,287,234$251,577$5,990iApproximate average salary by contribution assumption: employee only about $149,748 at 4% or $99,832 at 6%; with 50% employer match about $99,832 at 4% or $66,555 at 6%; with 100% employer match about $74,874 at 4% or $49,916 at 6%.
Whatley Kallas LLP 401(K) Profit Sharing Plan-42$9,287,234$251,577$5,990iApproximate average salary by contribution assumption: employee only about $149,748 at 4% or $99,832 at 6%; with 50% employer match about $99,832 at 4% or $66,555 at 6%; with 100% employer match about $74,874 at 4% or $49,916 at 6%.
2017144$10,788,899$286,124$6,503iApproximate average salary by contribution assumption: employee only about $162,570 at 4% or $108,380 at 6%; with 50% employer match about $108,380 at 4% or $72,254 at 6%; with 100% employer match about $81,285 at 4% or $54,190 at 6%.
Whatley Kallas LLP 401(K) Profit Sharing Plan-44$10,788,899$286,124$6,503iApproximate average salary by contribution assumption: employee only about $162,570 at 4% or $108,380 at 6%; with 50% employer match about $108,380 at 4% or $72,254 at 6%; with 100% employer match about $81,285 at 4% or $54,190 at 6%.
2016147$9,269,693$248,987$5,298iApproximate average salary by contribution assumption: employee only about $132,440 at 4% or $88,293 at 6%; with 50% employer match about $88,293 at 4% or $58,862 at 6%; with 100% employer match about $66,220 at 4% or $44,147 at 6%.
Whatley Kallas LLP 401(K) Profit Sharing Plan-47$9,269,693$248,987$5,298iApproximate average salary by contribution assumption: employee only about $132,440 at 4% or $88,293 at 6%; with 50% employer match about $88,293 at 4% or $58,862 at 6%; with 100% employer match about $66,220 at 4% or $44,147 at 6%.
2015118$8,438,765$275,524$15,307iApproximate average salary by contribution assumption: employee only about $382,672 at 4% or $255,115 at 6%; with 50% employer match about $255,115 at 4% or $170,077 at 6%; with 100% employer match about $191,336 at 4% or $127,557 at 6%.
Whatley Kallas LLP 401(K) Profit Sharing Plan-18$8,438,765$275,524$15,307iApproximate average salary by contribution assumption: employee only about $382,672 at 4% or $255,115 at 6%; with 50% employer match about $255,115 at 4% or $170,077 at 6%; with 100% employer match about $191,336 at 4% or $127,557 at 6%.
2014144$8,711,884$447,397$10,168iApproximate average salary by contribution assumption: employee only about $254,203 at 4% or $169,469 at 6%; with 50% employer match about $169,469 at 4% or $112,979 at 6%; with 100% employer match about $127,101 at 4% or $84,734 at 6%.
Whatley Kallas LLP 401(K) Profit Sharing Plan-44$8,711,884$447,397$10,168iApproximate average salary by contribution assumption: employee only about $254,203 at 4% or $169,469 at 6%; with 50% employer match about $169,469 at 4% or $112,979 at 6%; with 100% employer match about $127,101 at 4% or $84,734 at 6%.
2013117$7,903,326$398,237$23,426iApproximate average salary by contribution assumption: employee only about $585,643 at 4% or $390,428 at 6%; with 50% employer match about $390,428 at 4% or $260,286 at 6%; with 100% employer match about $292,821 at 4% or $195,214 at 6%.
Whatley Kallas LLP 401(K) Profit Sharing Plan-17$7,903,326$398,237$23,426iApproximate average salary by contribution assumption: employee only about $585,643 at 4% or $390,428 at 6%; with 50% employer match about $390,428 at 4% or $260,286 at 6%; with 100% employer match about $292,821 at 4% or $195,214 at 6%.
2012119$6,411,478$237,101$12,479iApproximate average salary by contribution assumption: employee only about $311,975 at 4% or $207,983 at 6%; with 50% employer match about $207,983 at 4% or $138,656 at 6%; with 100% employer match about $155,988 at 4% or $103,992 at 6%.
Whatley Kallas LLP 401(K) Profit Sharing Plan-19$6,411,478$237,101$12,479iApproximate average salary by contribution assumption: employee only about $311,975 at 4% or $207,983 at 6%; with 50% employer match about $207,983 at 4% or $138,656 at 6%; with 100% employer match about $155,988 at 4% or $103,992 at 6%.