Clement & Wheatley, a Professional Corporation
Plan context: Clement & Wheatley, a Profess. Corp. 401K Prof. Shar. Pl.
EIN 54-1139665 • Danville, VA • 25 filings • 7 plans
Current Snapshot
Latest Year
2023
2023 Participants
18
2023 Assets
$1,789,690
2023 Contributions
$78,234
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2023 | 1 | 18 | $1,789,690 | $78,234 | $4,346iApproximate average salary by contribution assumption: employee only about $108,658 at 4% or $72,439 at 6%; with 50% employer match about $72,439 at 4% or $48,293 at 6%; with 100% employer match about $54,329 at 4% or $36,219 at 6%. |
| Clement & Wheatley, a Profess. Corp. 401K Prof. Shar. Pl. | - | 18 | $1,789,690 | $78,234 | $4,346iApproximate average salary by contribution assumption: employee only about $108,658 at 4% or $72,439 at 6%; with 50% employer match about $72,439 at 4% or $48,293 at 6%; with 100% employer match about $54,329 at 4% or $36,219 at 6%. |
| 2022 | 1 | 22 | $3,126,647 | $112,175 | $5,099iApproximate average salary by contribution assumption: employee only about $127,472 at 4% or $84,981 at 6%; with 50% employer match about $84,981 at 4% or $56,654 at 6%; with 100% employer match about $63,736 at 4% or $42,491 at 6%. |
| Clement & Wheatley, a Profess. Corp. 401K Prof. Shar. Pl. | - | 22 | $3,126,647 | $112,175 | $5,099iApproximate average salary by contribution assumption: employee only about $127,472 at 4% or $84,981 at 6%; with 50% employer match about $84,981 at 4% or $56,654 at 6%; with 100% employer match about $63,736 at 4% or $42,491 at 6%. |
| 2021 | 1 | 28 | $3,774,014 | $108,593 | $3,878iApproximate average salary by contribution assumption: employee only about $96,958 at 4% or $64,639 at 6%; with 50% employer match about $64,639 at 4% or $43,092 at 6%; with 100% employer match about $48,479 at 4% or $32,319 at 6%. |
| Clement & Wheatley, a Profess. Corp. 401K Prof. Shar. Pl. | - | 28 | $3,774,014 | $108,593 | $3,878iApproximate average salary by contribution assumption: employee only about $96,958 at 4% or $64,639 at 6%; with 50% employer match about $64,639 at 4% or $43,092 at 6%; with 100% employer match about $48,479 at 4% or $32,319 at 6%. |
| 2020 | 1 | 30 | $3,234,156 | $127,105 | $4,237iApproximate average salary by contribution assumption: employee only about $105,921 at 4% or $70,614 at 6%; with 50% employer match about $70,614 at 4% or $47,076 at 6%; with 100% employer match about $52,960 at 4% or $35,307 at 6%. |
| Clement & Wheatley, a Profess. Corp. 401K Prof. Shar. Pl. | - | 30 | $3,234,156 | $127,105 | $4,237iApproximate average salary by contribution assumption: employee only about $105,921 at 4% or $70,614 at 6%; with 50% employer match about $70,614 at 4% or $47,076 at 6%; with 100% employer match about $52,960 at 4% or $35,307 at 6%. |
| 2019 | 1 | 30 | $2,712,775 | $122,960 | $4,099iApproximate average salary by contribution assumption: employee only about $102,467 at 4% or $68,311 at 6%; with 50% employer match about $68,311 at 4% or $45,541 at 6%; with 100% employer match about $51,233 at 4% or $34,156 at 6%. |
| Clement & Wheatley, a Profess. Corp. 401K Prof. Shar. Pl. | - | 30 | $2,712,775 | $122,960 | $4,099iApproximate average salary by contribution assumption: employee only about $102,467 at 4% or $68,311 at 6%; with 50% employer match about $68,311 at 4% or $45,541 at 6%; with 100% employer match about $51,233 at 4% or $34,156 at 6%. |
| 2018 | 1 | 34 | $2,316,834 | $147,065 | $4,325iApproximate average salary by contribution assumption: employee only about $108,136 at 4% or $72,091 at 6%; with 50% employer match about $72,091 at 4% or $48,060 at 6%; with 100% employer match about $54,068 at 4% or $36,045 at 6%. |
| Clement & Wheatley, a Profess. Corp. 401K Prof. Shar. Pl. | - | 34 | $2,316,834 | $147,065 | $4,325iApproximate average salary by contribution assumption: employee only about $108,136 at 4% or $72,091 at 6%; with 50% employer match about $72,091 at 4% or $48,060 at 6%; with 100% employer match about $54,068 at 4% or $36,045 at 6%. |
| 2017 | 1 | 33 | $2,307,297 | $147,246 | $4,462iApproximate average salary by contribution assumption: employee only about $111,550 at 4% or $74,367 at 6%; with 50% employer match about $74,367 at 4% or $49,578 at 6%; with 100% employer match about $55,775 at 4% or $37,183 at 6%. |
| Clement & Wheatley, a Profess. Corp. 401K Prof. Shar. Pl. | - | 33 | $2,307,297 | $147,246 | $4,462iApproximate average salary by contribution assumption: employee only about $111,550 at 4% or $74,367 at 6%; with 50% employer match about $74,367 at 4% or $49,578 at 6%; with 100% employer match about $55,775 at 4% or $37,183 at 6%. |
| 2016 | 1 | 30 | $2,026,855 | $97,598 | $3,253iApproximate average salary by contribution assumption: employee only about $81,332 at 4% or $54,221 at 6%; with 50% employer match about $54,221 at 4% or $36,147 at 6%; with 100% employer match about $40,666 at 4% or $27,111 at 6%. |
| Clement & Wheatley, a Profess. Corp. 401K Prof. Shar. Pl. | - | 30 | $2,026,855 | $97,598 | $3,253iApproximate average salary by contribution assumption: employee only about $81,332 at 4% or $54,221 at 6%; with 50% employer match about $54,221 at 4% or $36,147 at 6%; with 100% employer match about $40,666 at 4% or $27,111 at 6%. |
| 2015 | 1 | 30 | $1,957,992 | $153,776 | $5,126iApproximate average salary by contribution assumption: employee only about $128,147 at 4% or $85,431 at 6%; with 50% employer match about $85,431 at 4% or $56,954 at 6%; with 100% employer match about $64,073 at 4% or $42,716 at 6%. |
| Clement & Wheatley, a Profess. Corp. 401K Prof. Shar. Pl. | - | 30 | $1,957,992 | $153,776 | $5,126iApproximate average salary by contribution assumption: employee only about $128,147 at 4% or $85,431 at 6%; with 50% employer match about $85,431 at 4% or $56,954 at 6%; with 100% employer match about $64,073 at 4% or $42,716 at 6%. |
| 2014 | 1 | 19 | $4,411,865 | $234,620 | $12,348iApproximate average salary by contribution assumption: employee only about $308,711 at 4% or $205,807 at 6%; with 50% employer match about $205,807 at 4% or $137,205 at 6%; with 100% employer match about $154,355 at 4% or $102,904 at 6%. |
| Clement & Wheatley, a Profess. Corp. 401K Prof. Shar. Pl. | - | 19 | $4,411,865 | $234,620 | $12,348iApproximate average salary by contribution assumption: employee only about $308,711 at 4% or $205,807 at 6%; with 50% employer match about $205,807 at 4% or $137,205 at 6%; with 100% employer match about $154,355 at 4% or $102,904 at 6%. |
| 2013 | 1 | 20 | $4,099,349 | $201,471 | $10,074iApproximate average salary by contribution assumption: employee only about $251,839 at 4% or $167,893 at 6%; with 50% employer match about $167,893 at 4% or $111,928 at 6%; with 100% employer match about $125,919 at 4% or $83,946 at 6%. |
| Clement & Wheatley, a Profess. Corp. 401K Prof. Shar. Pl. | - | 20 | $4,099,349 | $201,471 | $10,074iApproximate average salary by contribution assumption: employee only about $251,839 at 4% or $167,893 at 6%; with 50% employer match about $167,893 at 4% or $111,928 at 6%; with 100% employer match about $125,919 at 4% or $83,946 at 6%. |
| 2012 | 1 | 22 | $3,444,432 | $240,721 | $10,942iApproximate average salary by contribution assumption: employee only about $273,547 at 4% or $182,364 at 6%; with 50% employer match about $182,364 at 4% or $121,576 at 6%; with 100% employer match about $136,773 at 4% or $91,182 at 6%. |
| Clement & Wheatley, a Profess. Corp. 401K Prof. Shar. Pl. | - | 22 | $3,444,432 | $240,721 | $10,942iApproximate average salary by contribution assumption: employee only about $273,547 at 4% or $182,364 at 6%; with 50% employer match about $182,364 at 4% or $121,576 at 6%; with 100% employer match about $136,773 at 4% or $91,182 at 6%. |
| 2011 | 1 | 28 | $2,907,187 | $164,052 | $5,859iApproximate average salary by contribution assumption: employee only about $146,475 at 4% or $97,650 at 6%; with 50% employer match about $97,650 at 4% or $65,100 at 6%; with 100% employer match about $73,238 at 4% or $48,825 at 6%. |
| Clement & Wheatley, a Profess. Corp. 401K Prof. Shar. Pl. | - | 28 | $2,907,187 | $164,052 | $5,859iApproximate average salary by contribution assumption: employee only about $146,475 at 4% or $97,650 at 6%; with 50% employer match about $97,650 at 4% or $65,100 at 6%; with 100% employer match about $73,238 at 4% or $48,825 at 6%. |
| 2010 | 1 | 33 | $2,778,810 | $166,659 | $5,050iApproximate average salary by contribution assumption: employee only about $126,257 at 4% or $84,171 at 6%; with 50% employer match about $84,171 at 4% or $56,114 at 6%; with 100% employer match about $63,128 at 4% or $42,086 at 6%. |
| Clement & Wheatley, a Profess. Corp. 401K Prof. Shar. Pl. | - | 33 | $2,778,810 | $166,659 | $5,050iApproximate average salary by contribution assumption: employee only about $126,257 at 4% or $84,171 at 6%; with 50% employer match about $84,171 at 4% or $56,114 at 6%; with 100% employer match about $63,128 at 4% or $42,086 at 6%. |
| 2009 | 1 | 29 | $2,460,266 | $158,988 | $5,482iApproximate average salary by contribution assumption: employee only about $137,059 at 4% or $91,372 at 6%; with 50% employer match about $91,372 at 4% or $60,915 at 6%; with 100% employer match about $68,529 at 4% or $45,686 at 6%. |
| Clement & Wheatley, a Profess. Corp. 401K Prof. Shar. Pl. | - | 29 | $2,460,266 | $158,988 | $5,482iApproximate average salary by contribution assumption: employee only about $137,059 at 4% or $91,372 at 6%; with 50% employer match about $91,372 at 4% or $60,915 at 6%; with 100% employer match about $68,529 at 4% or $45,686 at 6%. |
| 2008 | 1 | 29 | $1,978,314 | $162,879 | $5,617iApproximate average salary by contribution assumption: employee only about $140,413 at 4% or $93,609 at 6%; with 50% employer match about $93,609 at 4% or $62,406 at 6%; with 100% employer match about $70,206 at 4% or $46,804 at 6%. |
| Clement & Wheatley, a Profess. Corp. 401K Prof. Shar. Pl. | - | 29 | $1,978,314 | $162,879 | $5,617iApproximate average salary by contribution assumption: employee only about $140,413 at 4% or $93,609 at 6%; with 50% employer match about $93,609 at 4% or $62,406 at 6%; with 100% employer match about $70,206 at 4% or $46,804 at 6%. |
| 2007 | 1 | 22 | $2,568,646 | $211,551 | $9,616iApproximate average salary by contribution assumption: employee only about $240,399 at 4% or $160,266 at 6%; with 50% employer match about $160,266 at 4% or $106,844 at 6%; with 100% employer match about $120,199 at 4% or $80,133 at 6%. |
| Clement & Wheatley, a Profess. Corp. 401K Prof. Shar. Pl. | - | 22 | $2,568,646 | $211,551 | $9,616iApproximate average salary by contribution assumption: employee only about $240,399 at 4% or $160,266 at 6%; with 50% employer match about $160,266 at 4% or $106,844 at 6%; with 100% employer match about $120,199 at 4% or $80,133 at 6%. |
| 2006 | 1 | 30 | $2,613,423 | $184,321 | $6,144iApproximate average salary by contribution assumption: employee only about $153,601 at 4% or $102,401 at 6%; with 50% employer match about $102,401 at 4% or $68,267 at 6%; with 100% employer match about $76,800 at 4% or $51,200 at 6%. |
| Clement & Wheatley, a Profess. Corp. 401K Prof. Shar. Pl. | - | 30 | $2,613,423 | $184,321 | $6,144iApproximate average salary by contribution assumption: employee only about $153,601 at 4% or $102,401 at 6%; with 50% employer match about $102,401 at 4% or $68,267 at 6%; with 100% employer match about $76,800 at 4% or $51,200 at 6%. |
| 2005 | 1 | 31 | $2,157,874 | $32,761 | $1,057iApproximate average salary by contribution assumption: employee only about $26,420 at 4% or $17,613 at 6%; with 50% employer match about $17,613 at 4% or $11,742 at 6%; with 100% employer match about $13,210 at 4% or $8,807 at 6%. |
| Clement & Wheatley, a Profess. Corp. 401K Prof. Shar. Pl. | - | 31 | $2,157,874 | $32,761 | $1,057iApproximate average salary by contribution assumption: employee only about $26,420 at 4% or $17,613 at 6%; with 50% employer match about $17,613 at 4% or $11,742 at 6%; with 100% employer match about $13,210 at 4% or $8,807 at 6%. |
| 2004 | 1 | 24 | $1,960,389 | $103,288 | $4,304iApproximate average salary by contribution assumption: employee only about $107,592 at 4% or $71,728 at 6%; with 50% employer match about $71,728 at 4% or $47,819 at 6%; with 100% employer match about $53,796 at 4% or $35,864 at 6%. |
| Clement & Wheatley, a Profess. Corp. 401K Prof. Shar. Pl. | - | 24 | $1,960,389 | $103,288 | $4,304iApproximate average salary by contribution assumption: employee only about $107,592 at 4% or $71,728 at 6%; with 50% employer match about $71,728 at 4% or $47,819 at 6%; with 100% employer match about $53,796 at 4% or $35,864 at 6%. |
| 2003 | 1 | 24 | $1,942,182 | $129,317 | $5,388iApproximate average salary by contribution assumption: employee only about $134,705 at 4% or $89,803 at 6%; with 50% employer match about $89,803 at 4% or $59,869 at 6%; with 100% employer match about $67,353 at 4% or $44,902 at 6%. |
| Clement & Wheatley, a Profess. Corp. 401K Prof. Shar. Pl. | - | 24 | $1,942,182 | $129,317 | $5,388iApproximate average salary by contribution assumption: employee only about $134,705 at 4% or $89,803 at 6%; with 50% employer match about $89,803 at 4% or $59,869 at 6%; with 100% employer match about $67,353 at 4% or $44,902 at 6%. |
| 2002 | 1 | 21 | $1,622,238 | $127,736 | $6,083iApproximate average salary by contribution assumption: employee only about $152,067 at 4% or $101,378 at 6%; with 50% employer match about $101,378 at 4% or $67,585 at 6%; with 100% employer match about $76,033 at 4% or $50,689 at 6%. |
| Clement & Wheatley, a Profess. Corp. 401K Prof. Shar. Pl. | - | 21 | $1,622,238 | $127,736 | $6,083iApproximate average salary by contribution assumption: employee only about $152,067 at 4% or $101,378 at 6%; with 50% employer match about $101,378 at 4% or $67,585 at 6%; with 100% employer match about $76,033 at 4% or $50,689 at 6%. |
| 2001 | 1 | 22 | $2,067,953 | $109,711 | $4,987iApproximate average salary by contribution assumption: employee only about $124,672 at 4% or $83,114 at 6%; with 50% employer match about $83,114 at 4% or $55,410 at 6%; with 100% employer match about $62,336 at 4% or $41,557 at 6%. |
| Clement & Wheatley, a Profess. Corp. 401K Prof. Shar. Pl. | - | 22 | $2,067,953 | $109,711 | $4,987iApproximate average salary by contribution assumption: employee only about $124,672 at 4% or $83,114 at 6%; with 50% employer match about $83,114 at 4% or $55,410 at 6%; with 100% employer match about $62,336 at 4% or $41,557 at 6%. |
| 2000 | 1 | 23 | $2,393,551 | $137,353 | $5,972iApproximate average salary by contribution assumption: employee only about $149,297 at 4% or $99,531 at 6%; with 50% employer match about $99,531 at 4% or $66,354 at 6%; with 100% employer match about $74,648 at 4% or $49,766 at 6%. |
| Clement & Wheatley, a Profess. Corp. 401K Prof. Shar. Pl. | - | 23 | $2,393,551 | $137,353 | $5,972iApproximate average salary by contribution assumption: employee only about $149,297 at 4% or $99,531 at 6%; with 50% employer match about $99,531 at 4% or $66,354 at 6%; with 100% employer match about $74,648 at 4% or $49,766 at 6%. |
| 1999 | 1 | 21 | $2,423,141 | $155,504 | $7,405iApproximate average salary by contribution assumption: employee only about $185,124 at 4% or $123,416 at 6%; with 50% employer match about $123,416 at 4% or $82,277 at 6%; with 100% employer match about $92,562 at 4% or $61,708 at 6%. |
| Clement & Wheatley, a Profess. Corp. 401K Prof. Shar. Pl. | - | 21 | $2,423,141 | $155,504 | $7,405iApproximate average salary by contribution assumption: employee only about $185,124 at 4% or $123,416 at 6%; with 50% employer match about $123,416 at 4% or $82,277 at 6%; with 100% employer match about $92,562 at 4% or $61,708 at 6%. |