Civic Intelligence

Whitfield & Whitfield, P.A.

Plan context: PAUL WHITFIELD & ASSOCIATES, P.A. MONEY PURCHASE P

EIN 56-1236057 • Charlotte, NC • 14 filings • 5 plans

1500 East Fourth StCharlotte, NC 28204
Current Snapshot

Latest Year

2009

2009 Participants

5

2009 Assets

$131,480

2009 Contributions

$10,730

Historical Graphs

Total Assets Over Time

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

$143,338$71,669$0199920032006YearValue
$131,480Latest year 2006

Participants Over Time

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

630199920042008YearValue
5Latest year 2008

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
200910$0$0-
PAUL WHITFIELD & ASSOCIATES, P.A. MONEY PURCHASE-0$0--
200815$0$0-
PAUL WHITFIELD & ASSOCIATES, P.A. MONEY PURCHASE P-5---
200714$0$0-
Whitfield & Whitfield, P.A. Money Purchase Pension Plan-4---
200614$131,480$0-
PAUL WHITFIELD & ASSOCIATES, P.A. MONEY PURCHASE P-4$131,480--
200515$129,581$0-
PAUL WHITFIELD & ASSOCIATES, P.A. MONEY PURCHASE P-5$129,581--
200414$111,062$0-
Whitfield & Whitfield, P.A. Money Purchase Pension Plan-4$111,062--
200313$93,700$10,730$3,577iApproximate average salary by contribution assumption: employee only about $89,417 at 4% or $59,611 at 6%; with 50% employer match about $59,611 at 4% or $39,741 at 6%; with 100% employer match about $44,708 at 4% or $29,806 at 6%.
Whitfield & Whitfield, P.A. Money Purchase Pension Plan-3$93,700$10,730$3,577iApproximate average salary by contribution assumption: employee only about $89,417 at 4% or $59,611 at 6%; with 50% employer match about $59,611 at 4% or $39,741 at 6%; with 100% employer match about $44,708 at 4% or $29,806 at 6%.
200222$143,338$16,150$8,075iApproximate average salary by contribution assumption: employee only about $201,875 at 4% or $134,583 at 6%; with 50% employer match about $134,583 at 4% or $89,722 at 6%; with 100% employer match about $100,938 at 4% or $67,292 at 6%.
WHITFIELD & WHITFIELD, P.A. 401K PROFIT SHARING PLAN-2$71,669$8,075$4,038iApproximate average salary by contribution assumption: employee only about $100,938 at 4% or $67,292 at 6%; with 50% employer match about $67,292 at 4% or $44,861 at 6%; with 100% employer match about $50,469 at 4% or $33,646 at 6%.
Whitfield & Whitfield, P.A. Money Purchase Pension Plan-2$71,669$8,075$4,038iApproximate average salary by contribution assumption: employee only about $100,938 at 4% or $67,292 at 6%; with 50% employer match about $67,292 at 4% or $44,861 at 6%; with 100% employer match about $50,469 at 4% or $33,646 at 6%.
200122$77,489$21,950$10,975iApproximate average salary by contribution assumption: employee only about $274,375 at 4% or $182,917 at 6%; with 50% employer match about $182,917 at 4% or $121,944 at 6%; with 100% employer match about $137,188 at 4% or $91,458 at 6%.
Whitfield & Whitfield, P.A. Money Purchase Pension Plan-2$77,489$13,900$6,950iApproximate average salary by contribution assumption: employee only about $173,750 at 4% or $115,833 at 6%; with 50% employer match about $115,833 at 4% or $77,222 at 6%; with 100% employer match about $86,875 at 4% or $57,917 at 6%.
WHITFIELD & WHITFIELD, P.A. 401K PROFIT SHARING PLAN-0-$8,050-
200026$0$0-
WHITFIELD & WHITFIELD, P.A. 401K PROFIT SHARING PLAN-5---
Whitfield & Whitfield, P.A. Money Purchase Pension Plan-6---
199913$83,649$18,343$6,114iApproximate average salary by contribution assumption: employee only about $152,858 at 4% or $101,906 at 6%; with 50% employer match about $101,906 at 4% or $67,937 at 6%; with 100% employer match about $76,429 at 4% or $50,953 at 6%.
Whitfield & Whitfield, P.A. Money Purchase Pension Plan-3$83,649$18,343$6,114iApproximate average salary by contribution assumption: employee only about $152,858 at 4% or $101,906 at 6%; with 50% employer match about $101,906 at 4% or $67,937 at 6%; with 100% employer match about $76,429 at 4% or $50,953 at 6%.