Civic Intelligence

Staggers, Heare & Whiteman, P.A.

Plan context: Staggers, Heare & Whiteman, P.A. 401(K) Plan

EIN 52-1572164 • 25 filings • 4 plans

Current Snapshot

Latest Year

2024

2024 Participants

28

2024 Assets

$6,937,341

2024 Contributions

$269,462

Historical Graphs

Total Assets Over Time

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

$6,937,341$3,468,671$0200020132024YearValue
$6,937,341Latest year 2024

Participants Over Time

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

37190200020122024YearValue
28Latest 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
2024128$6,937,341$269,462$9,624iApproximate average salary by contribution assumption: employee only about $240,591 at 4% or $160,394 at 6%; with 50% employer match about $160,394 at 4% or $106,929 at 6%; with 100% employer match about $120,296 at 4% or $80,197 at 6%.
Staggers, Heare & Whiteman, P.A. 401(K) Plan-28$6,937,341$269,462$9,624iApproximate average salary by contribution assumption: employee only about $240,591 at 4% or $160,394 at 6%; with 50% employer match about $160,394 at 4% or $106,929 at 6%; with 100% employer match about $120,296 at 4% or $80,197 at 6%.
2023132$5,868,945$268,103$8,378iApproximate average salary by contribution assumption: employee only about $209,455 at 4% or $139,637 at 6%; with 50% employer match about $139,637 at 4% or $93,091 at 6%; with 100% employer match about $104,728 at 4% or $69,818 at 6%.
Staggers, Heare & Whiteman, P.A. 401(K) Plan-32$5,868,945$268,103$8,378iApproximate average salary by contribution assumption: employee only about $209,455 at 4% or $139,637 at 6%; with 50% employer match about $139,637 at 4% or $93,091 at 6%; with 100% employer match about $104,728 at 4% or $69,818 at 6%.
2022133$4,768,776$251,950$7,635iApproximate average salary by contribution assumption: employee only about $190,871 at 4% or $127,247 at 6%; with 50% employer match about $127,247 at 4% or $84,832 at 6%; with 100% employer match about $95,436 at 4% or $63,624 at 6%.
Staggers, Heare & Whiteman, P.A. 401(K) Plan-33$4,768,776$251,950$7,635iApproximate average salary by contribution assumption: employee only about $190,871 at 4% or $127,247 at 6%; with 50% employer match about $127,247 at 4% or $84,832 at 6%; with 100% employer match about $95,436 at 4% or $63,624 at 6%.
2021130$5,643,527$251,183$8,373iApproximate average salary by contribution assumption: employee only about $209,319 at 4% or $139,546 at 6%; with 50% employer match about $139,546 at 4% or $93,031 at 6%; with 100% employer match about $104,660 at 4% or $69,773 at 6%.
Staggers, Heare & Whiteman, P.A. 401(K) Plan-30$5,643,527$251,183$8,373iApproximate average salary by contribution assumption: employee only about $209,319 at 4% or $139,546 at 6%; with 50% employer match about $139,546 at 4% or $93,031 at 6%; with 100% employer match about $104,660 at 4% or $69,773 at 6%.
2020130$4,565,374$175,209$5,840iApproximate average salary by contribution assumption: employee only about $146,008 at 4% or $97,338 at 6%; with 50% employer match about $97,338 at 4% or $64,892 at 6%; with 100% employer match about $73,004 at 4% or $48,669 at 6%.
Staggers, Heare & Whiteman, P.A. 401(K) Plan-30$4,565,374$175,209$5,840iApproximate average salary by contribution assumption: employee only about $146,008 at 4% or $97,338 at 6%; with 50% employer match about $97,338 at 4% or $64,892 at 6%; with 100% employer match about $73,004 at 4% or $48,669 at 6%.
2019131$3,831,327$183,716$5,926iApproximate average salary by contribution assumption: employee only about $148,158 at 4% or $98,772 at 6%; with 50% employer match about $98,772 at 4% or $65,848 at 6%; with 100% employer match about $74,079 at 4% or $49,386 at 6%.
Staggers, Heare & Whiteman, P.A. 401(K) Plan-31$3,831,327$183,716$5,926iApproximate average salary by contribution assumption: employee only about $148,158 at 4% or $98,772 at 6%; with 50% employer match about $98,772 at 4% or $65,848 at 6%; with 100% employer match about $74,079 at 4% or $49,386 at 6%.
2018133$3,119,271$176,400$5,345iApproximate average salary by contribution assumption: employee only about $133,636 at 4% or $89,091 at 6%; with 50% employer match about $89,091 at 4% or $59,394 at 6%; with 100% employer match about $66,818 at 4% or $44,545 at 6%.
Staggers, Heare & Whiteman, P.A. 401(K) Plan-33$3,119,271$176,400$5,345iApproximate average salary by contribution assumption: employee only about $133,636 at 4% or $89,091 at 6%; with 50% employer match about $89,091 at 4% or $59,394 at 6%; with 100% employer match about $66,818 at 4% or $44,545 at 6%.
2017134$3,245,450$177,847$5,231iApproximate average salary by contribution assumption: employee only about $130,770 at 4% or $87,180 at 6%; with 50% employer match about $87,180 at 4% or $58,120 at 6%; with 100% employer match about $65,385 at 4% or $43,590 at 6%.
Staggers, Heare & Whiteman, P.A. 401(K) Plan-34$3,245,450$177,847$5,231iApproximate average salary by contribution assumption: employee only about $130,770 at 4% or $87,180 at 6%; with 50% employer match about $87,180 at 4% or $58,120 at 6%; with 100% employer match about $65,385 at 4% or $43,590 at 6%.
2016137$2,572,621$181,430$4,904iApproximate average salary by contribution assumption: employee only about $122,588 at 4% or $81,725 at 6%; with 50% employer match about $81,725 at 4% or $54,483 at 6%; with 100% employer match about $61,294 at 4% or $40,863 at 6%.
Staggers, Heare & Whiteman, P.A. 401(K) Plan-37$2,572,621$181,430$4,904iApproximate average salary by contribution assumption: employee only about $122,588 at 4% or $81,725 at 6%; with 50% employer match about $81,725 at 4% or $54,483 at 6%; with 100% employer match about $61,294 at 4% or $40,863 at 6%.
2015133$2,341,631$161,994$4,909iApproximate average salary by contribution assumption: employee only about $122,723 at 4% or $81,815 at 6%; with 50% employer match about $81,815 at 4% or $54,543 at 6%; with 100% employer match about $61,361 at 4% or $40,908 at 6%.
Staggers, Heare & Whiteman, P.A. 401(K) Plan-33$2,341,631$161,994$4,909iApproximate average salary by contribution assumption: employee only about $122,723 at 4% or $81,815 at 6%; with 50% employer match about $81,815 at 4% or $54,543 at 6%; with 100% employer match about $61,361 at 4% or $40,908 at 6%.
2014135$2,189,496$148,556$4,244iApproximate average salary by contribution assumption: employee only about $106,111 at 4% or $70,741 at 6%; with 50% employer match about $70,741 at 4% or $47,161 at 6%; with 100% employer match about $53,056 at 4% or $35,370 at 6%.
Staggers, Heare & Whiteman, P.A. 401(K) Plan-35$2,189,496$148,556$4,244iApproximate average salary by contribution assumption: employee only about $106,111 at 4% or $70,741 at 6%; with 50% employer match about $70,741 at 4% or $47,161 at 6%; with 100% employer match about $53,056 at 4% or $35,370 at 6%.
2013135$2,479,096$142,840$4,081iApproximate average salary by contribution assumption: employee only about $102,029 at 4% or $68,019 at 6%; with 50% employer match about $68,019 at 4% or $45,346 at 6%; with 100% employer match about $51,014 at 4% or $34,010 at 6%.
Staggers, Heare & Whiteman, P.A. 401(K) Plan-35$2,479,096$142,840$4,081iApproximate average salary by contribution assumption: employee only about $102,029 at 4% or $68,019 at 6%; with 50% employer match about $68,019 at 4% or $45,346 at 6%; with 100% employer match about $51,014 at 4% or $34,010 at 6%.
2012130$1,939,465$127,009$4,234iApproximate average salary by contribution assumption: employee only about $105,841 at 4% or $70,561 at 6%; with 50% employer match about $70,561 at 4% or $47,040 at 6%; with 100% employer match about $52,920 at 4% or $35,280 at 6%.
Staggers, Heare & Whiteman, P.A. 401(K) Plan-30$1,939,465$127,009$4,234iApproximate average salary by contribution assumption: employee only about $105,841 at 4% or $70,561 at 6%; with 50% employer match about $70,561 at 4% or $47,040 at 6%; with 100% employer match about $52,920 at 4% or $35,280 at 6%.
2011134$2,136,671$148,286$4,361iApproximate average salary by contribution assumption: employee only about $109,034 at 4% or $72,689 at 6%; with 50% employer match about $72,689 at 4% or $48,459 at 6%; with 100% employer match about $54,517 at 4% or $36,345 at 6%.
Staggers, Heare & Whiteman, P.A. 401(K) Plan-34$2,136,671$148,286$4,361iApproximate average salary by contribution assumption: employee only about $109,034 at 4% or $72,689 at 6%; with 50% employer match about $72,689 at 4% or $48,459 at 6%; with 100% employer match about $54,517 at 4% or $36,345 at 6%.
2010133$2,086,987$181,114$5,488iApproximate average salary by contribution assumption: employee only about $137,208 at 4% or $91,472 at 6%; with 50% employer match about $91,472 at 4% or $60,981 at 6%; with 100% employer match about $68,604 at 4% or $45,736 at 6%.
Staggers, Heare & Whiteman, P.A. 401(K) Plan-33$2,086,987$181,114$5,488iApproximate average salary by contribution assumption: employee only about $137,208 at 4% or $91,472 at 6%; with 50% employer match about $91,472 at 4% or $60,981 at 6%; with 100% employer match about $68,604 at 4% or $45,736 at 6%.
2009136$1,711,558$197,539$5,487iApproximate average salary by contribution assumption: employee only about $137,180 at 4% or $91,453 at 6%; with 50% employer match about $91,453 at 4% or $60,969 at 6%; with 100% employer match about $68,590 at 4% or $45,727 at 6%.
Staggers, Heare & Whiteman, P.A. 401(K) Plan-36$1,711,558$197,539$5,487iApproximate average salary by contribution assumption: employee only about $137,180 at 4% or $91,453 at 6%; with 50% employer match about $91,453 at 4% or $60,969 at 6%; with 100% employer match about $68,590 at 4% or $45,727 at 6%.
2008135$1,149,441$176,236$5,035iApproximate average salary by contribution assumption: employee only about $125,883 at 4% or $83,922 at 6%; with 50% employer match about $83,922 at 4% or $55,948 at 6%; with 100% employer match about $62,941 at 4% or $41,961 at 6%.
Staggers, Heare & Whiteman, P.A. 401(K) Plan-35$1,149,441$176,236$5,035iApproximate average salary by contribution assumption: employee only about $125,883 at 4% or $83,922 at 6%; with 50% employer match about $83,922 at 4% or $55,948 at 6%; with 100% employer match about $62,941 at 4% or $41,961 at 6%.
2007131$1,800,937$161,577$5,212iApproximate average salary by contribution assumption: employee only about $130,304 at 4% or $86,869 at 6%; with 50% employer match about $86,869 at 4% or $57,913 at 6%; with 100% employer match about $65,152 at 4% or $43,435 at 6%.
Staggers, Heare & Whiteman, P.A. 401(K) Plan-31$1,800,937$161,577$5,212iApproximate average salary by contribution assumption: employee only about $130,304 at 4% or $86,869 at 6%; with 50% employer match about $86,869 at 4% or $57,913 at 6%; with 100% employer match about $65,152 at 4% or $43,435 at 6%.
2006132$1,731,427$177,831$5,557iApproximate average salary by contribution assumption: employee only about $138,930 at 4% or $92,620 at 6%; with 50% employer match about $92,620 at 4% or $61,747 at 6%; with 100% employer match about $69,465 at 4% or $46,310 at 6%.
Staggers, Heare & Whiteman, P.A. 401(K) Plan-32$1,731,427$177,831$5,557iApproximate average salary by contribution assumption: employee only about $138,930 at 4% or $92,620 at 6%; with 50% employer match about $92,620 at 4% or $61,747 at 6%; with 100% employer match about $69,465 at 4% or $46,310 at 6%.
2005137$1,380,270$156,964$4,242iApproximate average salary by contribution assumption: employee only about $106,057 at 4% or $70,705 at 6%; with 50% employer match about $70,705 at 4% or $47,136 at 6%; with 100% employer match about $53,028 at 4% or $35,352 at 6%.
Staggers, Heare & Whiteman, P.A. 401(K) Plan-37$1,380,270$156,964$4,242iApproximate average salary by contribution assumption: employee only about $106,057 at 4% or $70,705 at 6%; with 50% employer match about $70,705 at 4% or $47,136 at 6%; with 100% employer match about $53,028 at 4% or $35,352 at 6%.
2004136$1,148,848$137,677$3,824iApproximate average salary by contribution assumption: employee only about $95,609 at 4% or $63,739 at 6%; with 50% employer match about $63,739 at 4% or $42,493 at 6%; with 100% employer match about $47,805 at 4% or $31,870 at 6%.
Staggers, Heare & Whiteman, P.A. 401(K) Plan-36$1,148,848$137,677$3,824iApproximate average salary by contribution assumption: employee only about $95,609 at 4% or $63,739 at 6%; with 50% employer match about $63,739 at 4% or $42,493 at 6%; with 100% employer match about $47,805 at 4% or $31,870 at 6%.
2003134$965,930$114,319$3,362iApproximate average salary by contribution assumption: employee only about $84,058 at 4% or $56,039 at 6%; with 50% employer match about $56,039 at 4% or $37,359 at 6%; with 100% employer match about $42,029 at 4% or $28,019 at 6%.
Staggers, Heare & Whiteman, P.A. 401(K) Plan-34$965,930$114,319$3,362iApproximate average salary by contribution assumption: employee only about $84,058 at 4% or $56,039 at 6%; with 50% employer match about $56,039 at 4% or $37,359 at 6%; with 100% employer match about $42,029 at 4% or $28,019 at 6%.
2002123$639,888$100,330$4,362iApproximate average salary by contribution assumption: employee only about $109,054 at 4% or $72,703 at 6%; with 50% employer match about $72,703 at 4% or $48,469 at 6%; with 100% employer match about $54,527 at 4% or $36,351 at 6%.
Staggers, Heare & Whiteman, P.A. 401(K) Plan-23$639,888$100,330$4,362iApproximate average salary by contribution assumption: employee only about $109,054 at 4% or $72,703 at 6%; with 50% employer match about $72,703 at 4% or $48,469 at 6%; with 100% employer match about $54,527 at 4% or $36,351 at 6%.
2001120$0$0-
Staggers, Heare & Whiteman, P.A. 401(K) Plan-20---
2000113$834,027$69,721$5,363iApproximate average salary by contribution assumption: employee only about $134,079 at 4% or $89,386 at 6%; with 50% employer match about $89,386 at 4% or $59,591 at 6%; with 100% employer match about $67,039 at 4% or $44,693 at 6%.
Staggers, Heare & Whiteman, P.A. 401(K) Plan-13$834,027$69,721$5,363iApproximate average salary by contribution assumption: employee only about $134,079 at 4% or $89,386 at 6%; with 50% employer match about $89,386 at 4% or $59,591 at 6%; with 100% employer match about $67,039 at 4% or $44,693 at 6%.