Civic Intelligence

Tarica & Whittemore, P. C.

Plan context: Tarica & Whittemore 401K Retirement Plan & Trust

EIN 58-2029490 • 18 filings • 3 plans

Current Snapshot

Latest Year

2016

2016 Participants

8

2016 Assets

$1,140,735

2016 Contributions

$39,151

Historical Graphs

Total Assets Over Time

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

$1,291,725$645,863$0199920082015YearValue
$1,140,735Latest year 2015

Participants Over Time

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

1050199920072015YearValue
8Latest year 2015

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
201610$0$0-
Tarica & Whittemore 401K Retirement Plan & Trust-0---
201518$1,140,735$39,151$4,894iApproximate average salary by contribution assumption: employee only about $122,347 at 4% or $81,565 at 6%; with 50% employer match about $81,565 at 4% or $54,376 at 6%; with 100% employer match about $61,173 at 4% or $40,782 at 6%.
Tarica & Whittemore 401K Retirement Plan & Trust-8$1,140,735$39,151$4,894iApproximate average salary by contribution assumption: employee only about $122,347 at 4% or $81,565 at 6%; with 50% employer match about $81,565 at 4% or $54,376 at 6%; with 100% employer match about $61,173 at 4% or $40,782 at 6%.
201417$1,291,725$35,701$5,100iApproximate average salary by contribution assumption: employee only about $127,504 at 4% or $85,002 at 6%; with 50% employer match about $85,002 at 4% or $56,668 at 6%; with 100% employer match about $63,752 at 4% or $42,501 at 6%.
Tarica & Whittemore 401K Retirement Plan & Trust-7$1,291,725$35,701$5,100iApproximate average salary by contribution assumption: employee only about $127,504 at 4% or $85,002 at 6%; with 50% employer match about $85,002 at 4% or $56,668 at 6%; with 100% employer match about $63,752 at 4% or $42,501 at 6%.
201317$1,208,573$49,330$7,047iApproximate average salary by contribution assumption: employee only about $176,179 at 4% or $117,452 at 6%; with 50% employer match about $117,452 at 4% or $78,302 at 6%; with 100% employer match about $88,089 at 4% or $58,726 at 6%.
Tarica & Whittemore 401K Retirement Plan & Trust-7$1,208,573$49,330$7,047iApproximate average salary by contribution assumption: employee only about $176,179 at 4% or $117,452 at 6%; with 50% employer match about $117,452 at 4% or $78,302 at 6%; with 100% employer match about $88,089 at 4% or $58,726 at 6%.
201217$984,713$51,800$7,400iApproximate average salary by contribution assumption: employee only about $185,000 at 4% or $123,333 at 6%; with 50% employer match about $123,333 at 4% or $82,222 at 6%; with 100% employer match about $92,500 at 4% or $61,667 at 6%.
Tarica & Whittemore 401K Retirement Plan & Trust-7$984,713$51,800$7,400iApproximate average salary by contribution assumption: employee only about $185,000 at 4% or $123,333 at 6%; with 50% employer match about $123,333 at 4% or $82,222 at 6%; with 100% employer match about $92,500 at 4% or $61,667 at 6%.
201117$849,922$44,506$6,358iApproximate average salary by contribution assumption: employee only about $158,950 at 4% or $105,967 at 6%; with 50% employer match about $105,967 at 4% or $70,644 at 6%; with 100% employer match about $79,475 at 4% or $52,983 at 6%.
Tarica & Whittemore 401K Retirement Plan & Trust-7$849,922$44,506$6,358iApproximate average salary by contribution assumption: employee only about $158,950 at 4% or $105,967 at 6%; with 50% employer match about $105,967 at 4% or $70,644 at 6%; with 100% employer match about $79,475 at 4% or $52,983 at 6%.
201018$825,684$66,875$8,359iApproximate average salary by contribution assumption: employee only about $208,984 at 4% or $139,323 at 6%; with 50% employer match about $139,323 at 4% or $92,882 at 6%; with 100% employer match about $104,492 at 4% or $69,661 at 6%.
Tarica & Whittemore 401K Retirement Plan & Trust-8$825,684$66,875$8,359iApproximate average salary by contribution assumption: employee only about $208,984 at 4% or $139,323 at 6%; with 50% employer match about $139,323 at 4% or $92,882 at 6%; with 100% employer match about $104,492 at 4% or $69,661 at 6%.
2009110$664,274$70,506$7,051iApproximate average salary by contribution assumption: employee only about $176,265 at 4% or $117,510 at 6%; with 50% employer match about $117,510 at 4% or $78,340 at 6%; with 100% employer match about $88,133 at 4% or $58,755 at 6%.
Tarica & Whittemore 401K Retirement Plan & Trust-10$664,274$70,506$7,051iApproximate average salary by contribution assumption: employee only about $176,265 at 4% or $117,510 at 6%; with 50% employer match about $117,510 at 4% or $78,340 at 6%; with 100% employer match about $88,133 at 4% or $58,755 at 6%.
2008110$481,285$81,722$8,172iApproximate average salary by contribution assumption: employee only about $204,305 at 4% or $136,203 at 6%; with 50% employer match about $136,203 at 4% or $90,802 at 6%; with 100% employer match about $102,153 at 4% or $68,102 at 6%.
Tarica & Whittemore 401K Retirement Plan & Trust-10$481,285$81,722$8,172iApproximate average salary by contribution assumption: employee only about $204,305 at 4% or $136,203 at 6%; with 50% employer match about $136,203 at 4% or $90,802 at 6%; with 100% employer match about $102,153 at 4% or $68,102 at 6%.
200719$0$0-
Tarica & Whittemore 401K Retirement Plan & Trust-9---
200617$599,532$70,130$10,019iApproximate average salary by contribution assumption: employee only about $250,464 at 4% or $166,976 at 6%; with 50% employer match about $166,976 at 4% or $111,317 at 6%; with 100% employer match about $125,232 at 4% or $83,488 at 6%.
Tarica & Whittemore 401K Retirement Plan & Trust-7$599,532$70,130$10,019iApproximate average salary by contribution assumption: employee only about $250,464 at 4% or $166,976 at 6%; with 50% employer match about $166,976 at 4% or $111,317 at 6%; with 100% employer match about $125,232 at 4% or $83,488 at 6%.
200516$485,912$84,377$14,063iApproximate average salary by contribution assumption: employee only about $351,571 at 4% or $234,381 at 6%; with 50% employer match about $234,381 at 4% or $156,254 at 6%; with 100% employer match about $175,785 at 4% or $117,190 at 6%.
Tarica & Whittemore 401K Retirement Plan & Trust-6$485,912$84,377$14,063iApproximate average salary by contribution assumption: employee only about $351,571 at 4% or $234,381 at 6%; with 50% employer match about $234,381 at 4% or $156,254 at 6%; with 100% employer match about $175,785 at 4% or $117,190 at 6%.
200416$402,801$40,736$6,789iApproximate average salary by contribution assumption: employee only about $169,733 at 4% or $113,156 at 6%; with 50% employer match about $113,156 at 4% or $75,437 at 6%; with 100% employer match about $84,867 at 4% or $56,578 at 6%.
Tarica & Whittemore 401K Retirement Plan & Trust-6$402,801$40,736$6,789iApproximate average salary by contribution assumption: employee only about $169,733 at 4% or $113,156 at 6%; with 50% employer match about $113,156 at 4% or $75,437 at 6%; with 100% employer match about $84,867 at 4% or $56,578 at 6%.
200315$337,667$38,840$7,768iApproximate average salary by contribution assumption: employee only about $194,200 at 4% or $129,467 at 6%; with 50% employer match about $129,467 at 4% or $86,311 at 6%; with 100% employer match about $97,100 at 4% or $64,733 at 6%.
Tarica & Whittemore 401K Retirement Plan & Trust-5$337,667$38,840$7,768iApproximate average salary by contribution assumption: employee only about $194,200 at 4% or $129,467 at 6%; with 50% employer match about $129,467 at 4% or $86,311 at 6%; with 100% employer match about $97,100 at 4% or $64,733 at 6%.
200215$244,792$39,442$7,888iApproximate average salary by contribution assumption: employee only about $197,210 at 4% or $131,473 at 6%; with 50% employer match about $131,473 at 4% or $87,649 at 6%; with 100% employer match about $98,605 at 4% or $65,737 at 6%.
Tarica & Whittemore 401K Retirement Plan & Trust-5$244,792$39,442$7,888iApproximate average salary by contribution assumption: employee only about $197,210 at 4% or $131,473 at 6%; with 50% employer match about $131,473 at 4% or $87,649 at 6%; with 100% employer match about $98,605 at 4% or $65,737 at 6%.
200116$0$0-
Tarica & Whittemore 401K Retirement Plan & Trust-6---
200015$292,609$28,805$5,761iApproximate average salary by contribution assumption: employee only about $144,025 at 4% or $96,017 at 6%; with 50% employer match about $96,017 at 4% or $64,011 at 6%; with 100% employer match about $72,013 at 4% or $48,008 at 6%.
Tarica & Whittemore 401K Retirement Plan & Trust-5$292,609$28,805$5,761iApproximate average salary by contribution assumption: employee only about $144,025 at 4% or $96,017 at 6%; with 50% employer match about $96,017 at 4% or $64,011 at 6%; with 100% employer match about $72,013 at 4% or $48,008 at 6%.
199915$320,302$22,843$4,569iApproximate average salary by contribution assumption: employee only about $114,215 at 4% or $76,143 at 6%; with 50% employer match about $76,143 at 4% or $50,762 at 6%; with 100% employer match about $57,108 at 4% or $38,072 at 6%.
Tarica & Whittemore 401K Retirement Plan & Trust-5$320,302$22,843$4,569iApproximate average salary by contribution assumption: employee only about $114,215 at 4% or $76,143 at 6%; with 50% employer match about $76,143 at 4% or $50,762 at 6%; with 100% employer match about $57,108 at 4% or $38,072 at 6%.