Civic Intelligence

WHITLEY-REAVIS INSURANCE

Plan context: WHITLEY-REAVIS INSURANCE 401(K) PLAN

EIN 56-1256175 • Clemmons, NC • 6 filings • 1 plans

6201 Towncenter Dr#110Clemmons, NC 27012
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$838,825

2025 Contributions

$126,500

Historical Graphs

Total Assets Over Time

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

$838,825$419,413$0202020232025YearValue
$838,825Latest year 2025

Participants Over Time

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

630202020232025YearValue
6Latest 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
202516$838,825$126,500$21,083iApproximate average salary by contribution assumption: employee only about $527,083 at 4% or $351,389 at 6%; with 50% employer match about $351,389 at 4% or $234,259 at 6%; with 100% employer match about $263,542 at 4% or $175,694 at 6%.
WHITLEY-REAVIS INSURANCE 401(K) PLAN-6$838,825$126,500$21,083iApproximate average salary by contribution assumption: employee only about $527,083 at 4% or $351,389 at 6%; with 50% employer match about $351,389 at 4% or $234,259 at 6%; with 100% employer match about $263,542 at 4% or $175,694 at 6%.
202415$731,885$135,912$27,182iApproximate average salary by contribution assumption: employee only about $679,560 at 4% or $453,040 at 6%; with 50% employer match about $453,040 at 4% or $302,027 at 6%; with 100% employer match about $339,780 at 4% or $226,520 at 6%.
WHITLEY-REAVIS INSURANCE 401(K) PLAN-5$731,885$135,912$27,182iApproximate average salary by contribution assumption: employee only about $679,560 at 4% or $453,040 at 6%; with 50% employer match about $453,040 at 4% or $302,027 at 6%; with 100% employer match about $339,780 at 4% or $226,520 at 6%.
202316$471,019$128,756$21,459iApproximate average salary by contribution assumption: employee only about $536,483 at 4% or $357,656 at 6%; with 50% employer match about $357,656 at 4% or $238,437 at 6%; with 100% employer match about $268,242 at 4% or $178,828 at 6%.
WHITLEY-REAVIS INSURANCE 401(K) PLAN-6$471,019$128,756$21,459iApproximate average salary by contribution assumption: employee only about $536,483 at 4% or $357,656 at 6%; with 50% employer match about $357,656 at 4% or $238,437 at 6%; with 100% employer match about $268,242 at 4% or $178,828 at 6%.
202216$257,853$109,242$18,207iApproximate average salary by contribution assumption: employee only about $455,175 at 4% or $303,450 at 6%; with 50% employer match about $303,450 at 4% or $202,300 at 6%; with 100% employer match about $227,588 at 4% or $151,725 at 6%.
WHITLEY-REAVIS INSURANCE 401(K) PLAN-6$257,853$109,242$18,207iApproximate average salary by contribution assumption: employee only about $455,175 at 4% or $303,450 at 6%; with 50% employer match about $303,450 at 4% or $202,300 at 6%; with 100% employer match about $227,588 at 4% or $151,725 at 6%.
202116$197,214$95,418$15,903iApproximate average salary by contribution assumption: employee only about $397,575 at 4% or $265,050 at 6%; with 50% employer match about $265,050 at 4% or $176,700 at 6%; with 100% employer match about $198,788 at 4% or $132,525 at 6%.
WHITLEY-REAVIS INSURANCE 401(K) PLAN-6$197,214$95,418$15,903iApproximate average salary by contribution assumption: employee only about $397,575 at 4% or $265,050 at 6%; with 50% employer match about $265,050 at 4% or $176,700 at 6%; with 100% employer match about $198,788 at 4% or $132,525 at 6%.
202016$75,015$59,729$9,955iApproximate average salary by contribution assumption: employee only about $248,871 at 4% or $165,914 at 6%; with 50% employer match about $165,914 at 4% or $110,609 at 6%; with 100% employer match about $124,435 at 4% or $82,957 at 6%.
WHITLEY-REAVIS INSURANCE 401(K) PLAN-6$75,015$59,729$9,955iApproximate average salary by contribution assumption: employee only about $248,871 at 4% or $165,914 at 6%; with 50% employer match about $165,914 at 4% or $110,609 at 6%; with 100% employer match about $124,435 at 4% or $82,957 at 6%.