Civic Intelligence

Ward White & Associates Inc.

Plan context: Ward White & Associates Inc. Profit Sharing Plan & Trust

EIN 59-3042535 • Holiday, FL • 10 filings • 4 plans

1041 US Highway 19Holiday, FL 34691
Current Snapshot

Latest Year

2024

2024 Participants

117

2024 Assets

$1,094,505

2024 Contributions

$753,332

Historical Graphs

Total Assets Over Time

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

$1,094,505$547,253$0199920042024YearValue
$1,094,505Latest year 2024

Participants Over Time

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

117590199920032024YearValue
117Latest 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
20241117$1,094,505$753,332$6,439iApproximate average salary by contribution assumption: employee only about $160,968 at 4% or $107,312 at 6%; with 50% employer match about $107,312 at 4% or $71,542 at 6%; with 100% employer match about $80,484 at 4% or $53,656 at 6%.
Ward White & Associates Inc. Profit Sharing Plan & Trust-117$1,094,505$753,332$6,439iApproximate average salary by contribution assumption: employee only about $160,968 at 4% or $107,312 at 6%; with 50% employer match about $107,312 at 4% or $71,542 at 6%; with 100% employer match about $80,484 at 4% or $53,656 at 6%.
2023168$294,471$277,148$4,076iApproximate average salary by contribution assumption: employee only about $101,893 at 4% or $67,928 at 6%; with 50% employer match about $67,928 at 4% or $45,286 at 6%; with 100% employer match about $50,946 at 4% or $33,964 at 6%.
Ward White & Associates Inc. Profit Sharing Plan & Trust-68$294,471$277,148$4,076iApproximate average salary by contribution assumption: employee only about $101,893 at 4% or $67,928 at 6%; with 50% employer match about $67,928 at 4% or $45,286 at 6%; with 100% employer match about $50,946 at 4% or $33,964 at 6%.
200610$0$0-
Ward White & Associates Inc. Profit Sharing Plan & Trust-0---
2005114$432,733$0-
Ward White & Associates Inc. Profit Sharing Plan & Trust-14$432,733--
2004117$462,034$0-
Ward White & Associates Inc. Profit Sharing Plan & Trust-17$462,034--
2003115$466,777$105,755$7,050iApproximate average salary by contribution assumption: employee only about $176,258 at 4% or $117,506 at 6%; with 50% employer match about $117,506 at 4% or $78,337 at 6%; with 100% employer match about $88,129 at 4% or $58,753 at 6%.
Ward White & Associates Inc. Profit Sharing Plan & Trust-15$466,777$105,755$7,050iApproximate average salary by contribution assumption: employee only about $176,258 at 4% or $117,506 at 6%; with 50% employer match about $117,506 at 4% or $78,337 at 6%; with 100% employer match about $88,129 at 4% or $58,753 at 6%.
2002115$311,419$45,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
Ward White & Associates Inc. Profit Sharing Plan & Trust-15$311,419$45,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
2001115$0$0-
Ward White & Associates Inc. Profit Sharing Plan & Trust-15---
2000118$213,382$101,323$5,629iApproximate average salary by contribution assumption: employee only about $140,726 at 4% or $93,818 at 6%; with 50% employer match about $93,818 at 4% or $62,545 at 6%; with 100% employer match about $70,363 at 4% or $46,909 at 6%.
Ward White & Associates Inc. Profit Sharing Plan & Trust-18$213,382$101,323$5,629iApproximate average salary by contribution assumption: employee only about $140,726 at 4% or $93,818 at 6%; with 50% employer match about $93,818 at 4% or $62,545 at 6%; with 100% employer match about $70,363 at 4% or $46,909 at 6%.
1999117$271,033$77,000$4,529iApproximate average salary by contribution assumption: employee only about $113,235 at 4% or $75,490 at 6%; with 50% employer match about $75,490 at 4% or $50,327 at 6%; with 100% employer match about $56,618 at 4% or $37,745 at 6%.
Ward White & Associates Inc. Profit Sharing Plan & Trust-17$271,033$77,000$4,529iApproximate average salary by contribution assumption: employee only about $113,235 at 4% or $75,490 at 6%; with 50% employer match about $75,490 at 4% or $50,327 at 6%; with 100% employer match about $56,618 at 4% or $37,745 at 6%.