Civic Intelligence

Dr. James Whitney PC.

Plan context: D. James Whitney Employee 401K Plan

EIN 58-1858122 • 2 filings • 1 plans

Current Snapshot

Latest Year

2000

2000 Participants

16

2000 Assets

$427,460

2000 Contributions

$63,031

Historical Graphs

Total Assets Over Time

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

$543,396$271,698$019992000YearValue
$427,460Latest year 2000

Participants Over Time

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

168019992000YearValue
16Latest year 2000

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
2000116$427,460$63,031$3,939iApproximate average salary by contribution assumption: employee only about $98,486 at 4% or $65,657 at 6%; with 50% employer match about $65,657 at 4% or $43,772 at 6%; with 100% employer match about $49,243 at 4% or $32,829 at 6%.
D. James Whitney Employee 401K Plan-16$427,460$63,031$3,939iApproximate average salary by contribution assumption: employee only about $98,486 at 4% or $65,657 at 6%; with 50% employer match about $65,657 at 4% or $43,772 at 6%; with 100% employer match about $49,243 at 4% or $32,829 at 6%.
1999114$543,396$61,448$4,389iApproximate average salary by contribution assumption: employee only about $109,729 at 4% or $73,152 at 6%; with 50% employer match about $73,152 at 4% or $48,768 at 6%; with 100% employer match about $54,864 at 4% or $36,576 at 6%.
D. James Whitney Employee 401K Plan-14$543,396$61,448$4,389iApproximate average salary by contribution assumption: employee only about $109,729 at 4% or $73,152 at 6%; with 50% employer match about $73,152 at 4% or $48,768 at 6%; with 100% employer match about $54,864 at 4% or $36,576 at 6%.