Civic Intelligence

Wharton-Smith Inc.

Plan context: Wharton-Smith Inc. 401K Plan & Trust

EIN 59-2392802 • 51 filings • 5 plans

Current Snapshot

Latest Year

2024

2024 Participants

835

2024 Assets

$82,206,758

2024 Contributions

$12,704,749

Historical Graphs

Total Assets Over Time

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

$82,206,758$41,103,379$0199920122024YearValue
$82,206,758Latest year 2024

Participants Over Time

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

8354180199920122024YearValue
835Latest year 2024

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
20242835$82,206,758$12,704,749$15,215iApproximate average salary by contribution assumption: employee only about $380,382 at 4% or $253,588 at 6%; with 50% employer match about $253,588 at 4% or $169,059 at 6%; with 100% employer match about $190,191 at 4% or $126,794 at 6%.
Wharton-Smith Inc. 401K Plan & Trust-835$82,206,758$12,704,749$15,215iApproximate average salary by contribution assumption: employee only about $380,382 at 4% or $253,588 at 6%; with 50% employer match about $253,588 at 4% or $169,059 at 6%; with 100% employer match about $190,191 at 4% or $126,794 at 6%.
Wharton-Smith Inc. Cafeteria Plan-746---
20232695$67,489,575$9,797,062$14,096iApproximate average salary by contribution assumption: employee only about $352,412 at 4% or $234,942 at 6%; with 50% employer match about $234,942 at 4% or $156,628 at 6%; with 100% employer match about $176,206 at 4% or $117,471 at 6%.
Wharton-Smith Inc. 401K Plan & Trust-695$67,489,575$9,797,062$14,096iApproximate average salary by contribution assumption: employee only about $352,412 at 4% or $234,942 at 6%; with 50% employer match about $234,942 at 4% or $156,628 at 6%; with 100% employer match about $176,206 at 4% or $117,471 at 6%.
Wharton-Smith Inc. Cafeteria Plan-581---
20222637$55,584,496$8,846,501$13,888iApproximate average salary by contribution assumption: employee only about $347,194 at 4% or $231,463 at 6%; with 50% employer match about $231,463 at 4% or $154,308 at 6%; with 100% employer match about $173,597 at 4% or $115,731 at 6%.
Wharton-Smith Inc. 401K Plan & Trust-637$55,584,496$8,846,501$13,888iApproximate average salary by contribution assumption: employee only about $347,194 at 4% or $231,463 at 6%; with 50% employer match about $231,463 at 4% or $154,308 at 6%; with 100% employer match about $173,597 at 4% or $115,731 at 6%.
Wharton-Smith Inc. Cafeteria Plan-611---
20212615$61,483,698$8,581,344$13,953iApproximate average salary by contribution assumption: employee only about $348,835 at 4% or $232,557 at 6%; with 50% employer match about $232,557 at 4% or $155,038 at 6%; with 100% employer match about $174,418 at 4% or $116,278 at 6%.
Wharton-Smith Inc. 401K Plan & Trust-615$61,483,698$8,581,344$13,953iApproximate average salary by contribution assumption: employee only about $348,835 at 4% or $232,557 at 6%; with 50% employer match about $232,557 at 4% or $155,038 at 6%; with 100% employer match about $174,418 at 4% or $116,278 at 6%.
Wharton-Smith Inc. Cafeteria Plan-614---
20202596$48,731,979$8,015,247$13,448iApproximate average salary by contribution assumption: employee only about $336,210 at 4% or $224,140 at 6%; with 50% employer match about $224,140 at 4% or $149,427 at 6%; with 100% employer match about $168,105 at 4% or $112,070 at 6%.
Wharton-Smith Inc. 401K Plan & Trust-585$48,731,979$8,015,247$13,701iApproximate average salary by contribution assumption: employee only about $342,532 at 4% or $228,355 at 6%; with 50% employer match about $228,355 at 4% or $152,236 at 6%; with 100% employer match about $171,266 at 4% or $114,177 at 6%.
Wharton-Smith Inc. Cafeteria Plan-596---
20192597$38,070,228$6,604,282$11,062iApproximate average salary by contribution assumption: employee only about $276,561 at 4% or $184,374 at 6%; with 50% employer match about $184,374 at 4% or $122,916 at 6%; with 100% employer match about $138,281 at 4% or $92,187 at 6%.
Wharton-Smith Inc. 401K Plan & Trust-575$38,070,228$6,604,282$11,486iApproximate average salary by contribution assumption: employee only about $287,143 at 4% or $191,428 at 6%; with 50% employer match about $191,428 at 4% or $127,619 at 6%; with 100% employer match about $143,571 at 4% or $95,714 at 6%.
Wharton-Smith Inc. Cafeteria Plan-597---
20182544$28,527,695$5,475,058$10,064iApproximate average salary by contribution assumption: employee only about $251,611 at 4% or $167,741 at 6%; with 50% employer match about $167,741 at 4% or $111,827 at 6%; with 100% employer match about $125,806 at 4% or $83,870 at 6%.
Wharton-Smith Inc. 401K Plan & Trust-527$28,527,695$5,475,058$10,389iApproximate average salary by contribution assumption: employee only about $259,728 at 4% or $173,152 at 6%; with 50% employer match about $173,152 at 4% or $115,434 at 6%; with 100% employer match about $129,864 at 4% or $86,576 at 6%.
Wharton-Smith Inc. Cafeteria Plan-544---
20172496$27,704,713$3,704,530$7,469iApproximate average salary by contribution assumption: employee only about $186,720 at 4% or $124,480 at 6%; with 50% employer match about $124,480 at 4% or $82,987 at 6%; with 100% employer match about $93,360 at 4% or $62,240 at 6%.
Wharton-Smith Inc. 401K Plan & Trust-487$27,704,713$3,704,530$7,607iApproximate average salary by contribution assumption: employee only about $190,171 at 4% or $126,781 at 6%; with 50% employer match about $126,781 at 4% or $84,520 at 6%; with 100% employer match about $95,085 at 4% or $63,390 at 6%.
Wharton-Smith Inc. Cafeteria Plan-496---
20162413$22,826,326$2,709,700$6,561iApproximate average salary by contribution assumption: employee only about $164,025 at 4% or $109,350 at 6%; with 50% employer match about $109,350 at 4% or $72,900 at 6%; with 100% employer match about $82,013 at 4% or $54,675 at 6%.
Wharton-Smith Inc. 401K Plan & Trust-413$22,826,326$2,709,700$6,561iApproximate average salary by contribution assumption: employee only about $164,025 at 4% or $109,350 at 6%; with 50% employer match about $109,350 at 4% or $72,900 at 6%; with 100% employer match about $82,013 at 4% or $54,675 at 6%.
Wharton-Smith Inc. Cafeteria Plan-320---
20152378$20,657,952$2,493,521$6,597iApproximate average salary by contribution assumption: employee only about $164,915 at 4% or $109,944 at 6%; with 50% employer match about $109,944 at 4% or $73,296 at 6%; with 100% employer match about $82,458 at 4% or $54,972 at 6%.
Wharton-Smith Inc. 401K Plan & Trust-367$20,657,952$2,493,521$6,794iApproximate average salary by contribution assumption: employee only about $169,858 at 4% or $113,239 at 6%; with 50% employer match about $113,239 at 4% or $75,493 at 6%; with 100% employer match about $84,929 at 4% or $56,619 at 6%.
Wharton-Smith Inc. Cafeteria Plan-378---
20142376$20,426,229$1,353,111$3,599iApproximate average salary by contribution assumption: employee only about $89,967 at 4% or $59,978 at 6%; with 50% employer match about $59,978 at 4% or $39,986 at 6%; with 100% employer match about $44,984 at 4% or $29,989 at 6%.
Wharton-Smith Inc. 401K Plan & Trust-370$20,426,229$1,353,111$3,657iApproximate average salary by contribution assumption: employee only about $91,426 at 4% or $60,951 at 6%; with 50% employer match about $60,951 at 4% or $40,634 at 6%; with 100% employer match about $45,713 at 4% or $30,475 at 6%.
Wharton-Smith Inc. Cafeteria Plan-376---
20132421$21,085,464$1,302,884$3,095iApproximate average salary by contribution assumption: employee only about $77,368 at 4% or $51,579 at 6%; with 50% employer match about $51,579 at 4% or $34,386 at 6%; with 100% employer match about $38,684 at 4% or $25,789 at 6%.
Wharton-Smith Inc. 401K Plan & Trust-421$21,085,464$1,302,884$3,095iApproximate average salary by contribution assumption: employee only about $77,368 at 4% or $51,579 at 6%; with 50% employer match about $51,579 at 4% or $34,386 at 6%; with 100% employer match about $38,684 at 4% or $25,789 at 6%.
Wharton-Smith Inc. Cafeteria Plan-356---
20122427$19,194,574$1,318,070$3,087iApproximate average salary by contribution assumption: employee only about $77,170 at 4% or $51,447 at 6%; with 50% employer match about $51,447 at 4% or $34,298 at 6%; with 100% employer match about $38,585 at 4% or $25,723 at 6%.
Wharton-Smith Inc. 401K Plan & Trust-427$19,194,574$1,318,070$3,087iApproximate average salary by contribution assumption: employee only about $77,170 at 4% or $51,447 at 6%; with 50% employer match about $51,447 at 4% or $34,298 at 6%; with 100% employer match about $38,585 at 4% or $25,723 at 6%.
Wharton-Smith Inc. Cafeteria Plan-303---
20112509$18,557,222$1,845,745$3,626iApproximate average salary by contribution assumption: employee only about $90,655 at 4% or $60,437 at 6%; with 50% employer match about $60,437 at 4% or $40,291 at 6%; with 100% employer match about $45,328 at 4% or $30,218 at 6%.
Wharton-Smith Inc. 401K Plan & Trust-509$18,557,222$1,845,745$3,626iApproximate average salary by contribution assumption: employee only about $90,655 at 4% or $60,437 at 6%; with 50% employer match about $60,437 at 4% or $40,291 at 6%; with 100% employer match about $45,328 at 4% or $30,218 at 6%.
Wharton-Smith Inc. Cafeteria Plan-433---
20102576$18,381,216$2,532,446$4,397iApproximate average salary by contribution assumption: employee only about $109,915 at 4% or $73,277 at 6%; with 50% employer match about $73,277 at 4% or $48,851 at 6%; with 100% employer match about $54,958 at 4% or $36,638 at 6%.
Wharton-Smith Inc. 401K Plan & Trust-576$18,381,216$2,532,446$4,397iApproximate average salary by contribution assumption: employee only about $109,915 at 4% or $73,277 at 6%; with 50% employer match about $73,277 at 4% or $48,851 at 6%; with 100% employer match about $54,958 at 4% or $36,638 at 6%.
Wharton-Smith Inc. Cafeteria Plan-533---
20092496$15,724,680$2,797,585$5,640iApproximate average salary by contribution assumption: employee only about $141,007 at 4% or $94,005 at 6%; with 50% employer match about $94,005 at 4% or $62,670 at 6%; with 100% employer match about $70,504 at 4% or $47,002 at 6%.
Wharton-Smith Inc. 401K Plan & Trust-496$15,724,680$2,797,585$5,640iApproximate average salary by contribution assumption: employee only about $141,007 at 4% or $94,005 at 6%; with 50% employer match about $94,005 at 4% or $62,670 at 6%; with 100% employer match about $70,504 at 4% or $47,002 at 6%.
Wharton-Smith Inc. Cafeteria Plan-444---
20082584$11,737,456$2,998,818$5,135iApproximate average salary by contribution assumption: employee only about $128,374 at 4% or $85,583 at 6%; with 50% employer match about $85,583 at 4% or $57,055 at 6%; with 100% employer match about $64,187 at 4% or $42,791 at 6%.
Wharton-Smith Inc. 401K Plan & Trust-584$11,737,456$2,998,818$5,135iApproximate average salary by contribution assumption: employee only about $128,374 at 4% or $85,583 at 6%; with 50% employer match about $85,583 at 4% or $57,055 at 6%; with 100% employer match about $64,187 at 4% or $42,791 at 6%.
Wharton-Smith Inc. Cafeteria Plan-488---
20072609$13,122,087$3,127,692$5,136iApproximate average salary by contribution assumption: employee only about $128,395 at 4% or $85,596 at 6%; with 50% employer match about $85,596 at 4% or $57,064 at 6%; with 100% employer match about $64,197 at 4% or $42,798 at 6%.
Wharton-Smith Inc. 401K Plan & Trust-609$13,122,087$3,127,692$5,136iApproximate average salary by contribution assumption: employee only about $128,395 at 4% or $85,596 at 6%; with 50% employer match about $85,596 at 4% or $57,064 at 6%; with 100% employer match about $64,197 at 4% or $42,798 at 6%.
Wharton-Smith Inc. Cafeteria Plan-430---
20062679$9,811,742$1,940,658$2,858iApproximate average salary by contribution assumption: employee only about $71,453 at 4% or $47,635 at 6%; with 50% employer match about $47,635 at 4% or $31,757 at 6%; with 100% employer match about $35,726 at 4% or $23,818 at 6%.
Wharton-Smith Inc. 401K Plan & Trust-679$9,811,742$1,940,658$2,858iApproximate average salary by contribution assumption: employee only about $71,453 at 4% or $47,635 at 6%; with 50% employer match about $47,635 at 4% or $31,757 at 6%; with 100% employer match about $35,726 at 4% or $23,818 at 6%.
Wharton-Smith Inc. Cafeteria Plan-439---
20052478$7,703,421$1,398,135$2,925iApproximate average salary by contribution assumption: employee only about $73,124 at 4% or $48,749 at 6%; with 50% employer match about $48,749 at 4% or $32,500 at 6%; with 100% employer match about $36,562 at 4% or $24,375 at 6%.
Wharton-Smith Inc. 401K Plan & Trust-478$7,703,421$1,398,135$2,925iApproximate average salary by contribution assumption: employee only about $73,124 at 4% or $48,749 at 6%; with 50% employer match about $48,749 at 4% or $32,500 at 6%; with 100% employer match about $36,562 at 4% or $24,375 at 6%.
Wharton-Smith Inc. Cafeteria Plan-437---
20042330$6,085,158$1,138,623$3,450iApproximate average salary by contribution assumption: employee only about $86,259 at 4% or $57,506 at 6%; with 50% employer match about $57,506 at 4% or $38,337 at 6%; with 100% employer match about $43,130 at 4% or $28,753 at 6%.
Wharton-Smith Inc. 401K Plan & Trust-330$6,085,158$1,138,623$3,450iApproximate average salary by contribution assumption: employee only about $86,259 at 4% or $57,506 at 6%; with 50% employer match about $57,506 at 4% or $38,337 at 6%; with 100% employer match about $43,130 at 4% or $28,753 at 6%.
Wharton-Smith Inc. Cafeteria Plan-253---
20032337$4,882,396$869,341$2,580iApproximate average salary by contribution assumption: employee only about $64,491 at 4% or $42,994 at 6%; with 50% employer match about $42,994 at 4% or $28,663 at 6%; with 100% employer match about $32,246 at 4% or $21,497 at 6%.
Wharton-Smith Inc. 401K Plan & Trust-337$4,882,396$869,341$2,580iApproximate average salary by contribution assumption: employee only about $64,491 at 4% or $42,994 at 6%; with 50% employer match about $42,994 at 4% or $28,663 at 6%; with 100% employer match about $32,246 at 4% or $21,497 at 6%.
Wharton-Smith Inc. Cafeteria Plan-182---
20022346$3,943,318$877,085$2,535iApproximate average salary by contribution assumption: employee only about $63,373 at 4% or $42,249 at 6%; with 50% employer match about $42,249 at 4% or $28,166 at 6%; with 100% employer match about $31,687 at 4% or $21,124 at 6%.
Wharton-Smith Inc. 401K Plan & Trust-346$3,943,318$877,085$2,535iApproximate average salary by contribution assumption: employee only about $63,373 at 4% or $42,249 at 6%; with 50% employer match about $42,249 at 4% or $28,166 at 6%; with 100% employer match about $31,687 at 4% or $21,124 at 6%.
Wharton-Smith Inc. Cafeteria Plan-167---
20012261$3,570,692$710,869$2,724iApproximate average salary by contribution assumption: employee only about $68,091 at 4% or $45,394 at 6%; with 50% employer match about $45,394 at 4% or $30,263 at 6%; with 100% employer match about $34,045 at 4% or $22,697 at 6%.
Wharton-Smith Inc. 401K Plan & Trust-261$3,570,692$710,869$2,724iApproximate average salary by contribution assumption: employee only about $68,091 at 4% or $45,394 at 6%; with 50% employer match about $45,394 at 4% or $30,263 at 6%; with 100% employer match about $34,045 at 4% or $22,697 at 6%.
Wharton-Smith Inc. Cafeteria Plan-168---
20001268$3,431,398$782,335$2,919iApproximate average salary by contribution assumption: employee only about $72,979 at 4% or $48,653 at 6%; with 50% employer match about $48,653 at 4% or $32,435 at 6%; with 100% employer match about $36,490 at 4% or $24,326 at 6%.
Wharton-Smith Inc. 401K Plan & Trust-268$3,431,398$782,335$2,919iApproximate average salary by contribution assumption: employee only about $72,979 at 4% or $48,653 at 6%; with 50% employer match about $48,653 at 4% or $32,435 at 6%; with 100% employer match about $36,490 at 4% or $24,326 at 6%.
19992376$3,496,899$702,359$1,868iApproximate average salary by contribution assumption: employee only about $46,699 at 4% or $31,133 at 6%; with 50% employer match about $31,133 at 4% or $20,755 at 6%; with 100% employer match about $23,350 at 4% or $15,566 at 6%.
Wharton-Smith Inc. 401K Plan & Trust-233$3,496,899$702,359$3,014iApproximate average salary by contribution assumption: employee only about $75,360 at 4% or $50,240 at 6%; with 50% employer match about $50,240 at 4% or $33,494 at 6%; with 100% employer match about $37,680 at 4% or $25,120 at 6%.
Wharton-Smith Inc. Cafeteria Plan-376---