Civic Intelligence

WHITLOCK & FORSTER, LLC

Plan context: WHITLOCK & FORSTER, LLC 401(K) PROFIT SHARING PLAN

EIN 46-4220323 • Bremerton, WA • 9 filings • 1 plans

311 Naval AvenueBremerton, WA 98312
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$1,016,801

2025 Contributions

$121,508

Historical Graphs

Total Assets Over Time

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

$1,016,801$508,401$0201720212025YearValue
$1,016,801Latest year 2025

Participants Over Time

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

740201720212025YearValue
7Latest 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
202517$1,016,801$121,508$17,358iApproximate average salary by contribution assumption: employee only about $433,957 at 4% or $289,305 at 6%; with 50% employer match about $289,305 at 4% or $192,870 at 6%; with 100% employer match about $216,979 at 4% or $144,652 at 6%.
WHITLOCK & FORSTER, LLC 401(K) PROFIT SHARING PLAN-7$1,016,801$121,508$17,358iApproximate average salary by contribution assumption: employee only about $433,957 at 4% or $289,305 at 6%; with 50% employer match about $289,305 at 4% or $192,870 at 6%; with 100% employer match about $216,979 at 4% or $144,652 at 6%.
202416$874,303$110,692$18,449iApproximate average salary by contribution assumption: employee only about $461,217 at 4% or $307,478 at 6%; with 50% employer match about $307,478 at 4% or $204,985 at 6%; with 100% employer match about $230,608 at 4% or $153,739 at 6%.
WHITLOCK & FORSTER, LLC 401(K) PROFIT SHARING PLAN-6$874,303$110,692$18,449iApproximate average salary by contribution assumption: employee only about $461,217 at 4% or $307,478 at 6%; with 50% employer match about $307,478 at 4% or $204,985 at 6%; with 100% employer match about $230,608 at 4% or $153,739 at 6%.
202316$657,716$81,319$13,553iApproximate average salary by contribution assumption: employee only about $338,829 at 4% or $225,886 at 6%; with 50% employer match about $225,886 at 4% or $150,591 at 6%; with 100% employer match about $169,415 at 4% or $112,943 at 6%.
WHITLOCK & FORSTER, LLC 401(K) PROFIT SHARING PLAN-6$657,716$81,319$13,553iApproximate average salary by contribution assumption: employee only about $338,829 at 4% or $225,886 at 6%; with 50% employer match about $225,886 at 4% or $150,591 at 6%; with 100% employer match about $169,415 at 4% or $112,943 at 6%.
202215$465,358$88,545$17,709iApproximate average salary by contribution assumption: employee only about $442,725 at 4% or $295,150 at 6%; with 50% employer match about $295,150 at 4% or $196,767 at 6%; with 100% employer match about $221,363 at 4% or $147,575 at 6%.
WHITLOCK & FORSTER, LLC 401(K) PROFIT SHARING PLAN-5$465,358$88,545$17,709iApproximate average salary by contribution assumption: employee only about $442,725 at 4% or $295,150 at 6%; with 50% employer match about $295,150 at 4% or $196,767 at 6%; with 100% employer match about $221,363 at 4% or $147,575 at 6%.
202115$505,236$72,121$14,424iApproximate average salary by contribution assumption: employee only about $360,605 at 4% or $240,403 at 6%; with 50% employer match about $240,403 at 4% or $160,269 at 6%; with 100% employer match about $180,303 at 4% or $120,202 at 6%.
WHITLOCK & FORSTER, LLC 401(K) PROFIT SHARING PLAN-5$505,236$72,121$14,424iApproximate average salary by contribution assumption: employee only about $360,605 at 4% or $240,403 at 6%; with 50% employer match about $240,403 at 4% or $160,269 at 6%; with 100% employer match about $180,303 at 4% or $120,202 at 6%.
202015$374,925$64,527$12,905iApproximate average salary by contribution assumption: employee only about $322,635 at 4% or $215,090 at 6%; with 50% employer match about $215,090 at 4% or $143,393 at 6%; with 100% employer match about $161,318 at 4% or $107,545 at 6%.
WHITLOCK & FORSTER, LLC 401(K) PROFIT SHARING PLAN-5$374,925$64,527$12,905iApproximate average salary by contribution assumption: employee only about $322,635 at 4% or $215,090 at 6%; with 50% employer match about $215,090 at 4% or $143,393 at 6%; with 100% employer match about $161,318 at 4% or $107,545 at 6%.
201915$233,462$60,940$12,188iApproximate average salary by contribution assumption: employee only about $304,700 at 4% or $203,133 at 6%; with 50% employer match about $203,133 at 4% or $135,422 at 6%; with 100% employer match about $152,350 at 4% or $101,567 at 6%.
WHITLOCK & FORSTER, LLC 401(K) PROFIT SHARING PLAN-5$233,462$60,940$12,188iApproximate average salary by contribution assumption: employee only about $304,700 at 4% or $203,133 at 6%; with 50% employer match about $203,133 at 4% or $135,422 at 6%; with 100% employer match about $152,350 at 4% or $101,567 at 6%.
201815$130,275$60,264$12,053iApproximate average salary by contribution assumption: employee only about $301,320 at 4% or $200,880 at 6%; with 50% employer match about $200,880 at 4% or $133,920 at 6%; with 100% employer match about $150,660 at 4% or $100,440 at 6%.
WHITLOCK & FORSTER, LLC 401(K) PROFIT SHARING PLAN-5$130,275$60,264$12,053iApproximate average salary by contribution assumption: employee only about $301,320 at 4% or $200,880 at 6%; with 50% employer match about $200,880 at 4% or $133,920 at 6%; with 100% employer match about $150,660 at 4% or $100,440 at 6%.
201714$103,373$100,708$25,177iApproximate average salary by contribution assumption: employee only about $629,425 at 4% or $419,617 at 6%; with 50% employer match about $419,617 at 4% or $279,744 at 6%; with 100% employer match about $314,713 at 4% or $209,808 at 6%.
WHITLOCK & FORSTER, LLC 401(K) PROFIT SHARING PLAN-4$103,373$100,708$25,177iApproximate average salary by contribution assumption: employee only about $629,425 at 4% or $419,617 at 6%; with 50% employer match about $419,617 at 4% or $279,744 at 6%; with 100% employer match about $314,713 at 4% or $209,808 at 6%.