Civic Intelligence

Whelchel & Associates Inc.

Plan context: Whelchel & Associates Inc. 401K Profit Sharing Plan

EIN 56-1388397 • 8 filings • 2 plans

Current Snapshot

Latest Year

2006

2006 Participants

17

2006 Assets

$764,711

2006 Contributions

$14,063

Historical Graphs

Total Assets Over Time

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

$983,065$491,533$0199920032005YearValue
$764,711Latest year 2005

Participants Over Time

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

41210199920022005YearValue
17Latest year 2005

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
200610$0$14,063-
Whelchel & Associates Inc. 401K Profit Sharing Plan-0-$14,063-
2005117$764,711$44,159$2,598iApproximate average salary by contribution assumption: employee only about $64,940 at 4% or $43,293 at 6%; with 50% employer match about $43,293 at 4% or $28,862 at 6%; with 100% employer match about $32,470 at 4% or $21,647 at 6%.
Whelchel & Associates Inc. 401K Profit Sharing Plan-17$764,711$44,159$2,598iApproximate average salary by contribution assumption: employee only about $64,940 at 4% or $43,293 at 6%; with 50% employer match about $43,293 at 4% or $28,862 at 6%; with 100% employer match about $32,470 at 4% or $21,647 at 6%.
2004124$739,615$61,792$2,575iApproximate average salary by contribution assumption: employee only about $64,367 at 4% or $42,911 at 6%; with 50% employer match about $42,911 at 4% or $28,607 at 6%; with 100% employer match about $32,183 at 4% or $21,456 at 6%.
Whelchel & Associates Inc. 401K Profit Sharing Plan-24$739,615$61,792$2,575iApproximate average salary by contribution assumption: employee only about $64,367 at 4% or $42,911 at 6%; with 50% employer match about $42,911 at 4% or $28,607 at 6%; with 100% employer match about $32,183 at 4% or $21,456 at 6%.
2003131$816,457$79,558$2,566iApproximate average salary by contribution assumption: employee only about $64,160 at 4% or $42,773 at 6%; with 50% employer match about $42,773 at 4% or $28,515 at 6%; with 100% employer match about $32,080 at 4% or $21,387 at 6%.
Whelchel & Associates Inc. 401K Profit Sharing Plan-31$816,457$79,558$2,566iApproximate average salary by contribution assumption: employee only about $64,160 at 4% or $42,773 at 6%; with 50% employer match about $42,773 at 4% or $28,515 at 6%; with 100% employer match about $32,080 at 4% or $21,387 at 6%.
2002133$624,946$79,323$2,404iApproximate average salary by contribution assumption: employee only about $60,093 at 4% or $40,062 at 6%; with 50% employer match about $40,062 at 4% or $26,708 at 6%; with 100% employer match about $30,047 at 4% or $20,031 at 6%.
Whelchel & Associates Inc. 401K Profit Sharing Plan-33$624,946$79,323$2,404iApproximate average salary by contribution assumption: employee only about $60,093 at 4% or $40,062 at 6%; with 50% employer match about $40,062 at 4% or $26,708 at 6%; with 100% employer match about $30,047 at 4% or $20,031 at 6%.
2001140$0$0-
Whelchel & Associates Inc. 401K Profit Sharing Plan-40---
2000137$832,755$98,425$2,660iApproximate average salary by contribution assumption: employee only about $66,503 at 4% or $44,336 at 6%; with 50% employer match about $44,336 at 4% or $29,557 at 6%; with 100% employer match about $33,252 at 4% or $22,168 at 6%.
Whelchel & Associates Inc. 401K Profit Sharing Plan-37$832,755$98,425$2,660iApproximate average salary by contribution assumption: employee only about $66,503 at 4% or $44,336 at 6%; with 50% employer match about $44,336 at 4% or $29,557 at 6%; with 100% employer match about $33,252 at 4% or $22,168 at 6%.
1999141$983,065$72,640$1,772iApproximate average salary by contribution assumption: employee only about $44,293 at 4% or $29,528 at 6%; with 50% employer match about $29,528 at 4% or $19,686 at 6%; with 100% employer match about $22,146 at 4% or $14,764 at 6%.
Whelchel & Associates Inc. 401K Profit Sharing Plan-41$983,065$72,640$1,772iApproximate average salary by contribution assumption: employee only about $44,293 at 4% or $29,528 at 6%; with 50% employer match about $29,528 at 4% or $19,686 at 6%; with 100% employer match about $22,146 at 4% or $14,764 at 6%.