Whitehead & Associates Inc
Plan context: Whitehead & Associates Inc. 401(K) Profit Sharing Plan
EIN 58-1096001 • Atlanta, GA • 30 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
39
2024 Assets
$6,595,525
2024 Contributions
$546,247
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 39 | $6,595,525 | $546,247 | $14,006iApproximate average salary by contribution assumption: employee only about $350,158 at 4% or $233,439 at 6%; with 50% employer match about $233,439 at 4% or $155,626 at 6%; with 100% employer match about $175,079 at 4% or $116,719 at 6%. |
| Whitehead & Associates Inc. 401(K) Profit Sharing Plan | - | 39 | $6,595,525 | $546,247 | $14,006iApproximate average salary by contribution assumption: employee only about $350,158 at 4% or $233,439 at 6%; with 50% employer match about $233,439 at 4% or $155,626 at 6%; with 100% employer match about $175,079 at 4% or $116,719 at 6%. |
| 2023 | 2 | 35 | $5,770,856 | $796,770 | $22,765iApproximate average salary by contribution assumption: employee only about $569,121 at 4% or $379,414 at 6%; with 50% employer match about $379,414 at 4% or $252,943 at 6%; with 100% employer match about $284,561 at 4% or $189,707 at 6%. |
| Whitehead & Associates Inc. 401(K) Profit Sharing Plan | - | 35 | $5,659,879 | $504,464 | $14,413iApproximate average salary by contribution assumption: employee only about $360,331 at 4% or $240,221 at 6%; with 50% employer match about $240,221 at 4% or $160,147 at 6%; with 100% employer match about $180,166 at 4% or $120,110 at 6%. |
| WHITEHEAD & ASSOCIATES INC. GCF BENEFIT PLAN | - | 25 | $110,977 | $292,306 | $11,692iApproximate average salary by contribution assumption: employee only about $292,306 at 4% or $194,871 at 6%; with 50% employer match about $194,871 at 4% or $129,914 at 6%; with 100% employer match about $146,153 at 4% or $97,435 at 6%. |
| 2022 | 2 | 30 | $4,749,583 | $606,834 | $20,228iApproximate average salary by contribution assumption: employee only about $505,695 at 4% or $337,130 at 6%; with 50% employer match about $337,130 at 4% or $224,753 at 6%; with 100% employer match about $252,848 at 4% or $168,565 at 6%. |
| Whitehead & Associates Inc. 401(K) Profit Sharing Plan | - | 30 | $4,636,613 | $378,518 | $12,617iApproximate average salary by contribution assumption: employee only about $315,432 at 4% or $210,288 at 6%; with 50% employer match about $210,288 at 4% or $140,192 at 6%; with 100% employer match about $157,716 at 4% or $105,144 at 6%. |
| WHITEHEAD & ASSOCIATES INC. GCF BENEFIT PLAN | - | 17 | $112,970 | $228,316 | $13,430iApproximate average salary by contribution assumption: employee only about $335,759 at 4% or $223,839 at 6%; with 50% employer match about $223,839 at 4% or $149,226 at 6%; with 100% employer match about $167,879 at 4% or $111,920 at 6%. |
| 2021 | 2 | 30 | $5,223,246 | $514,300 | $17,143iApproximate average salary by contribution assumption: employee only about $428,583 at 4% or $285,722 at 6%; with 50% employer match about $285,722 at 4% or $190,481 at 6%; with 100% employer match about $214,292 at 4% or $142,861 at 6%. |
| Whitehead & Associates Inc. 401(K) Profit Sharing Plan | - | 30 | $5,117,550 | $296,753 | $9,892iApproximate average salary by contribution assumption: employee only about $247,294 at 4% or $164,863 at 6%; with 50% employer match about $164,863 at 4% or $109,909 at 6%; with 100% employer match about $123,647 at 4% or $82,431 at 6%. |
| WHITEHEAD & ASSOCIATES INC. GCF BENEFIT PLAN | - | 19 | $105,696 | $217,547 | $11,450iApproximate average salary by contribution assumption: employee only about $286,246 at 4% or $190,831 at 6%; with 50% employer match about $190,831 at 4% or $127,220 at 6%; with 100% employer match about $143,123 at 4% or $95,415 at 6%. |
| 2020 | 2 | 29 | $4,282,858 | $504,144 | $17,384iApproximate average salary by contribution assumption: employee only about $434,607 at 4% or $289,738 at 6%; with 50% employer match about $289,738 at 4% or $193,159 at 6%; with 100% employer match about $217,303 at 4% or $144,869 at 6%. |
| Whitehead & Associates Inc. 401(K) Profit Sharing Plan | - | 29 | $4,212,388 | $295,869 | $10,202iApproximate average salary by contribution assumption: employee only about $255,059 at 4% or $170,040 at 6%; with 50% employer match about $170,040 at 4% or $113,360 at 6%; with 100% employer match about $127,530 at 4% or $85,020 at 6%. |
| WHITEHEAD & ASSOCIATES INC. GCF BENEFIT PLAN | - | 19 | $70,470 | $208,275 | $10,962iApproximate average salary by contribution assumption: employee only about $274,046 at 4% or $182,697 at 6%; with 50% employer match about $182,697 at 4% or $121,798 at 6%; with 100% employer match about $137,023 at 4% or $91,349 at 6%. |
| 2019 | 2 | 34 | $5,463,832 | $503,091 | $14,797iApproximate average salary by contribution assumption: employee only about $369,920 at 4% or $246,613 at 6%; with 50% employer match about $246,613 at 4% or $164,409 at 6%; with 100% employer match about $184,960 at 4% or $123,307 at 6%. |
| Whitehead & Associates Inc. 401(K) Profit Sharing Plan | - | 34 | $5,385,926 | $291,323 | $8,568iApproximate average salary by contribution assumption: employee only about $214,208 at 4% or $142,805 at 6%; with 50% employer match about $142,805 at 4% or $95,204 at 6%; with 100% employer match about $107,104 at 4% or $71,403 at 6%. |
| WHITEHEAD & ASSOCIATES INC. GCF BENEFIT PLAN | - | 18 | $77,906 | $211,768 | $11,765iApproximate average salary by contribution assumption: employee only about $294,122 at 4% or $196,081 at 6%; with 50% employer match about $196,081 at 4% or $130,721 at 6%; with 100% employer match about $147,061 at 4% or $98,041 at 6%. |
| 2018 | 2 | 34 | $4,265,971 | $344,319 | $10,127iApproximate average salary by contribution assumption: employee only about $253,176 at 4% or $168,784 at 6%; with 50% employer match about $168,784 at 4% or $112,523 at 6%; with 100% employer match about $126,588 at 4% or $84,392 at 6%. |
| Whitehead & Associates Inc. 401(K) Profit Sharing Plan | - | 34 | $4,234,595 | $302,549 | $8,899iApproximate average salary by contribution assumption: employee only about $222,463 at 4% or $148,308 at 6%; with 50% employer match about $148,308 at 4% or $98,872 at 6%; with 100% employer match about $111,231 at 4% or $74,154 at 6%. |
| WHITEHEAD ASSOCIATES INC. GCF BENEFIT PLAN | - | 19 | $31,376 | $41,770 | $2,198iApproximate average salary by contribution assumption: employee only about $54,961 at 4% or $36,640 at 6%; with 50% employer match about $36,640 at 4% or $24,427 at 6%; with 100% employer match about $27,480 at 4% or $18,320 at 6%. |
| 2017 | 1 | 34 | $4,267,786 | $311,617 | $9,165iApproximate average salary by contribution assumption: employee only about $229,130 at 4% or $152,753 at 6%; with 50% employer match about $152,753 at 4% or $101,836 at 6%; with 100% employer match about $114,565 at 4% or $76,377 at 6%. |
| Whitehead & Associates Inc. 401(K) Profit Sharing Plan | - | 34 | $4,267,786 | $311,617 | $9,165iApproximate average salary by contribution assumption: employee only about $229,130 at 4% or $152,753 at 6%; with 50% employer match about $152,753 at 4% or $101,836 at 6%; with 100% employer match about $114,565 at 4% or $76,377 at 6%. |
| 2016 | 1 | 36 | $3,451,120 | $271,555 | $7,543iApproximate average salary by contribution assumption: employee only about $188,580 at 4% or $125,720 at 6%; with 50% employer match about $125,720 at 4% or $83,813 at 6%; with 100% employer match about $94,290 at 4% or $62,860 at 6%. |
| Whitehead & Associates Inc. 401(K) Profit Sharing Plan | - | 36 | $3,451,120 | $271,555 | $7,543iApproximate average salary by contribution assumption: employee only about $188,580 at 4% or $125,720 at 6%; with 50% employer match about $125,720 at 4% or $83,813 at 6%; with 100% employer match about $94,290 at 4% or $62,860 at 6%. |
| 2015 | 1 | 34 | $2,801,842 | $248,191 | $7,300iApproximate average salary by contribution assumption: employee only about $182,493 at 4% or $121,662 at 6%; with 50% employer match about $121,662 at 4% or $81,108 at 6%; with 100% employer match about $91,247 at 4% or $60,831 at 6%. |
| Whitehead & Associates Inc. 401(K) Profit Sharing Plan | - | 34 | $2,801,842 | $248,191 | $7,300iApproximate average salary by contribution assumption: employee only about $182,493 at 4% or $121,662 at 6%; with 50% employer match about $121,662 at 4% or $81,108 at 6%; with 100% employer match about $91,247 at 4% or $60,831 at 6%. |
| 2014 | 1 | 35 | $2,770,517 | $286,083 | $8,174iApproximate average salary by contribution assumption: employee only about $204,345 at 4% or $136,230 at 6%; with 50% employer match about $136,230 at 4% or $90,820 at 6%; with 100% employer match about $102,173 at 4% or $68,115 at 6%. |
| Whitehead & Associates Inc. 401(K) Profit Sharing Plan | - | 35 | $2,770,517 | $286,083 | $8,174iApproximate average salary by contribution assumption: employee only about $204,345 at 4% or $136,230 at 6%; with 50% employer match about $136,230 at 4% or $90,820 at 6%; with 100% employer match about $102,173 at 4% or $68,115 at 6%. |
| 2013 | 1 | 33 | $2,680,232 | $243,617 | $7,382iApproximate average salary by contribution assumption: employee only about $184,558 at 4% or $123,039 at 6%; with 50% employer match about $123,039 at 4% or $82,026 at 6%; with 100% employer match about $92,279 at 4% or $61,519 at 6%. |
| Whitehead & Associates Inc. 401(K) Profit Sharing Plan | - | 33 | $2,680,232 | $243,617 | $7,382iApproximate average salary by contribution assumption: employee only about $184,558 at 4% or $123,039 at 6%; with 50% employer match about $123,039 at 4% or $82,026 at 6%; with 100% employer match about $92,279 at 4% or $61,519 at 6%. |
| 2012 | 1 | 28 | $2,176,647 | $297,466 | $10,624iApproximate average salary by contribution assumption: employee only about $265,595 at 4% or $177,063 at 6%; with 50% employer match about $177,063 at 4% or $118,042 at 6%; with 100% employer match about $132,797 at 4% or $88,532 at 6%. |
| Whitehead & Associates Inc. 401(K) Profit Sharing Plan | - | 28 | $2,176,647 | $297,466 | $10,624iApproximate average salary by contribution assumption: employee only about $265,595 at 4% or $177,063 at 6%; with 50% employer match about $177,063 at 4% or $118,042 at 6%; with 100% employer match about $132,797 at 4% or $88,532 at 6%. |
| 2011 | 1 | 21 | $1,684,675 | $219,934 | $10,473iApproximate average salary by contribution assumption: employee only about $261,826 at 4% or $174,551 at 6%; with 50% employer match about $174,551 at 4% or $116,367 at 6%; with 100% employer match about $130,913 at 4% or $87,275 at 6%. |
| Whitehead & Associates Inc. 401(K) Profit Sharing Plan | - | 21 | $1,684,675 | $219,934 | $10,473iApproximate average salary by contribution assumption: employee only about $261,826 at 4% or $174,551 at 6%; with 50% employer match about $174,551 at 4% or $116,367 at 6%; with 100% employer match about $130,913 at 4% or $87,275 at 6%. |
| 2010 | 1 | 21 | $1,676,899 | $187,346 | $8,921iApproximate average salary by contribution assumption: employee only about $223,031 at 4% or $148,687 at 6%; with 50% employer match about $148,687 at 4% or $99,125 at 6%; with 100% employer match about $111,515 at 4% or $74,344 at 6%. |
| Whitehead & Associates Inc. 401(K) Profit Sharing Plan | - | 21 | $1,676,899 | $187,346 | $8,921iApproximate average salary by contribution assumption: employee only about $223,031 at 4% or $148,687 at 6%; with 50% employer match about $148,687 at 4% or $99,125 at 6%; with 100% employer match about $111,515 at 4% or $74,344 at 6%. |
| 2009 | 1 | 22 | $1,332,836 | $171,953 | $7,816iApproximate average salary by contribution assumption: employee only about $195,401 at 4% or $130,267 at 6%; with 50% employer match about $130,267 at 4% or $86,845 at 6%; with 100% employer match about $97,701 at 4% or $65,134 at 6%. |
| Whitehead & Associates Inc. 401(K) Profit Sharing Plan | - | 22 | $1,332,836 | $171,953 | $7,816iApproximate average salary by contribution assumption: employee only about $195,401 at 4% or $130,267 at 6%; with 50% employer match about $130,267 at 4% or $86,845 at 6%; with 100% employer match about $97,701 at 4% or $65,134 at 6%. |
| 2006 | 1 | 22 | $1,036,516 | $127,940 | $5,815iApproximate average salary by contribution assumption: employee only about $145,386 at 4% or $96,924 at 6%; with 50% employer match about $96,924 at 4% or $64,616 at 6%; with 100% employer match about $72,693 at 4% or $48,462 at 6%. |
| Whitehead & Associates Inc. 401(K) Profit Sharing Plan | - | 22 | $1,036,516 | $127,940 | $5,815iApproximate average salary by contribution assumption: employee only about $145,386 at 4% or $96,924 at 6%; with 50% employer match about $96,924 at 4% or $64,616 at 6%; with 100% employer match about $72,693 at 4% or $48,462 at 6%. |
| 2005 | 1 | 20 | $1,184,797 | $128,490 | $6,425iApproximate average salary by contribution assumption: employee only about $160,613 at 4% or $107,075 at 6%; with 50% employer match about $107,075 at 4% or $71,383 at 6%; with 100% employer match about $80,306 at 4% or $53,538 at 6%. |
| Whitehead & Associates Inc. 401(K) Profit Sharing Plan | - | 20 | $1,184,797 | $128,490 | $6,425iApproximate average salary by contribution assumption: employee only about $160,613 at 4% or $107,075 at 6%; with 50% employer match about $107,075 at 4% or $71,383 at 6%; with 100% employer match about $80,306 at 4% or $53,538 at 6%. |
| 2004 | 1 | 13 | $1,043,673 | $122,752 | $9,442iApproximate average salary by contribution assumption: employee only about $236,062 at 4% or $157,374 at 6%; with 50% employer match about $157,374 at 4% or $104,916 at 6%; with 100% employer match about $118,031 at 4% or $78,687 at 6%. |
| Whitehead & Associates Inc. 401(K) Profit Sharing Plan | - | 13 | $1,043,673 | $122,752 | $9,442iApproximate average salary by contribution assumption: employee only about $236,062 at 4% or $157,374 at 6%; with 50% employer match about $157,374 at 4% or $104,916 at 6%; with 100% employer match about $118,031 at 4% or $78,687 at 6%. |
| 2003 | 1 | 14 | $0 | $0 | - |
| Whitehead & Associates Inc. 401(K) Profit Sharing Plan | - | 14 | - | - | - |
| 2002 | 1 | 13 | $597,084 | $100,000 | $7,692iApproximate average salary by contribution assumption: employee only about $192,308 at 4% or $128,205 at 6%; with 50% employer match about $128,205 at 4% or $85,470 at 6%; with 100% employer match about $96,154 at 4% or $64,103 at 6%. |
| Whitehead & Associates Inc. 401(K) Profit Sharing Plan | - | 13 | $597,084 | $100,000 | $7,692iApproximate average salary by contribution assumption: employee only about $192,308 at 4% or $128,205 at 6%; with 50% employer match about $128,205 at 4% or $85,470 at 6%; with 100% employer match about $96,154 at 4% or $64,103 at 6%. |
| 2001 | 1 | 11 | $0 | $0 | - |
| Whitehead & Associates Inc. 401(K) Profit Sharing Plan | - | 11 | - | - | - |
| 2000 | 1 | 12 | $1,230,377 | $135,000 | $11,250iApproximate average salary by contribution assumption: employee only about $281,250 at 4% or $187,500 at 6%; with 50% employer match about $187,500 at 4% or $125,000 at 6%; with 100% employer match about $140,625 at 4% or $93,750 at 6%. |
| Whitehead & Associates Inc. 401(K) Profit Sharing Plan | - | 12 | $1,230,377 | $135,000 | $11,250iApproximate average salary by contribution assumption: employee only about $281,250 at 4% or $187,500 at 6%; with 50% employer match about $187,500 at 4% or $125,000 at 6%; with 100% employer match about $140,625 at 4% or $93,750 at 6%. |
| 1999 | 1 | 10 | $2,344,221 | $135,000 | $13,500iApproximate average salary by contribution assumption: employee only about $337,500 at 4% or $225,000 at 6%; with 50% employer match about $225,000 at 4% or $150,000 at 6%; with 100% employer match about $168,750 at 4% or $112,500 at 6%. |
| Whitehead & Associates Inc. 401(K) Profit Sharing Plan | - | 10 | $2,344,221 | $135,000 | $13,500iApproximate average salary by contribution assumption: employee only about $337,500 at 4% or $225,000 at 6%; with 50% employer match about $225,000 at 4% or $150,000 at 6%; with 100% employer match about $168,750 at 4% or $112,500 at 6%. |