Civic Intelligence

Neuland, Whitney & Michael, Apc

Plan context: Neuland, Whitney & Michael, Apc 401K Plan

EIN 61-1586780 • Lake Forest, CA • 15 filings • 5 plans

27 Orchard StreetLake Forest, CA 92630
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$2,988,566

2024 Contributions

$225,341

Historical Graphs

Total Assets Over Time

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

$2,988,566$1,494,283$0200920162024YearValue
$2,988,566Latest year 2024

Participants Over Time

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

1790200920162024YearValue
15Latest 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
2024115$2,988,566$225,341$15,023iApproximate average salary by contribution assumption: employee only about $375,568 at 4% or $250,379 at 6%; with 50% employer match about $250,379 at 4% or $166,919 at 6%; with 100% employer match about $187,784 at 4% or $125,189 at 6%.
Neuland, Whitney & Michael, Apc 401K Plan-15$2,988,566$225,341$15,023iApproximate average salary by contribution assumption: employee only about $375,568 at 4% or $250,379 at 6%; with 50% employer match about $250,379 at 4% or $166,919 at 6%; with 100% employer match about $187,784 at 4% or $125,189 at 6%.
2023115$2,681,682$515,845$34,390iApproximate average salary by contribution assumption: employee only about $859,742 at 4% or $573,161 at 6%; with 50% employer match about $573,161 at 4% or $382,107 at 6%; with 100% employer match about $429,871 at 4% or $286,581 at 6%.
Neuland, Whitney & Michael, Apc 401K Plan-15$2,681,682$515,845$34,390iApproximate average salary by contribution assumption: employee only about $859,742 at 4% or $573,161 at 6%; with 50% employer match about $573,161 at 4% or $382,107 at 6%; with 100% employer match about $429,871 at 4% or $286,581 at 6%.
2021116$2,080,039$174,269$10,892iApproximate average salary by contribution assumption: employee only about $272,295 at 4% or $181,530 at 6%; with 50% employer match about $181,530 at 4% or $121,020 at 6%; with 100% employer match about $136,148 at 4% or $90,765 at 6%.
Neuland, Whitney & Michael, Apc 401K Plan-16$2,080,039$174,269$10,892iApproximate average salary by contribution assumption: employee only about $272,295 at 4% or $181,530 at 6%; with 50% employer match about $181,530 at 4% or $121,020 at 6%; with 100% employer match about $136,148 at 4% or $90,765 at 6%.
2020117$1,668,162$167,208$9,836iApproximate average salary by contribution assumption: employee only about $245,894 at 4% or $163,929 at 6%; with 50% employer match about $163,929 at 4% or $109,286 at 6%; with 100% employer match about $122,947 at 4% or $81,965 at 6%.
Neuland, Whitney & Michael, Apc 401K Plan-17$1,668,162$167,208$9,836iApproximate average salary by contribution assumption: employee only about $245,894 at 4% or $163,929 at 6%; with 50% employer match about $163,929 at 4% or $109,286 at 6%; with 100% employer match about $122,947 at 4% or $81,965 at 6%.
2019115$1,338,028$143,119$9,541iApproximate average salary by contribution assumption: employee only about $238,532 at 4% or $159,021 at 6%; with 50% employer match about $159,021 at 4% or $106,014 at 6%; with 100% employer match about $119,266 at 4% or $79,511 at 6%.
Neuland, Whitney & Michael, Apc 401K Plan-15$1,338,028$143,119$9,541iApproximate average salary by contribution assumption: employee only about $238,532 at 4% or $159,021 at 6%; with 50% employer match about $159,021 at 4% or $106,014 at 6%; with 100% employer match about $119,266 at 4% or $79,511 at 6%.
2018110$949,109$86,037$8,604iApproximate average salary by contribution assumption: employee only about $215,093 at 4% or $143,395 at 6%; with 50% employer match about $143,395 at 4% or $95,597 at 6%; with 100% employer match about $107,546 at 4% or $71,698 at 6%.
Neuland, Whitney & Michael, Apc 401K Plan-10$949,109$86,037$8,604iApproximate average salary by contribution assumption: employee only about $215,093 at 4% or $143,395 at 6%; with 50% employer match about $143,395 at 4% or $95,597 at 6%; with 100% employer match about $107,546 at 4% or $71,698 at 6%.
2017110$913,421$72,608$7,261iApproximate average salary by contribution assumption: employee only about $181,520 at 4% or $121,013 at 6%; with 50% employer match about $121,013 at 4% or $80,676 at 6%; with 100% employer match about $90,760 at 4% or $60,507 at 6%.
Neuland, Whitney & Michael, Apc 401K Plan-10$913,421$72,608$7,261iApproximate average salary by contribution assumption: employee only about $181,520 at 4% or $121,013 at 6%; with 50% employer match about $121,013 at 4% or $80,676 at 6%; with 100% employer match about $90,760 at 4% or $60,507 at 6%.
201619$808,226$77,537$8,615iApproximate average salary by contribution assumption: employee only about $215,381 at 4% or $143,587 at 6%; with 50% employer match about $143,587 at 4% or $95,725 at 6%; with 100% employer match about $107,690 at 4% or $71,794 at 6%.
Neuland, Whitney & Michael, Apc 401K Plan-9$808,226$77,537$8,615iApproximate average salary by contribution assumption: employee only about $215,381 at 4% or $143,587 at 6%; with 50% employer match about $143,587 at 4% or $95,725 at 6%; with 100% employer match about $107,690 at 4% or $71,794 at 6%.
201517$641,720$72,363$10,338iApproximate average salary by contribution assumption: employee only about $258,439 at 4% or $172,293 at 6%; with 50% employer match about $172,293 at 4% or $114,862 at 6%; with 100% employer match about $129,220 at 4% or $86,146 at 6%.
Neuland, Whitney & Michael, Apc 401K Plan-7$641,720$72,363$10,338iApproximate average salary by contribution assumption: employee only about $258,439 at 4% or $172,293 at 6%; with 50% employer match about $172,293 at 4% or $114,862 at 6%; with 100% employer match about $129,220 at 4% or $86,146 at 6%.
201416$603,938$49,392$8,232iApproximate average salary by contribution assumption: employee only about $205,800 at 4% or $137,200 at 6%; with 50% employer match about $137,200 at 4% or $91,467 at 6%; with 100% employer match about $102,900 at 4% or $68,600 at 6%.
Neuland, Whitney & Michael, Apc 401K Plan-6$603,938$49,392$8,232iApproximate average salary by contribution assumption: employee only about $205,800 at 4% or $137,200 at 6%; with 50% employer match about $137,200 at 4% or $91,467 at 6%; with 100% employer match about $102,900 at 4% or $68,600 at 6%.
201315$656,987$45,994$9,199iApproximate average salary by contribution assumption: employee only about $229,970 at 4% or $153,313 at 6%; with 50% employer match about $153,313 at 4% or $102,209 at 6%; with 100% employer match about $114,985 at 4% or $76,657 at 6%.
Neuland, Whitney & Michael, Apc 401K Plan-5$656,987$45,994$9,199iApproximate average salary by contribution assumption: employee only about $229,970 at 4% or $153,313 at 6%; with 50% employer match about $153,313 at 4% or $102,209 at 6%; with 100% employer match about $114,985 at 4% or $76,657 at 6%.
201215$627,369$42,225$8,445iApproximate average salary by contribution assumption: employee only about $211,125 at 4% or $140,750 at 6%; with 50% employer match about $140,750 at 4% or $93,833 at 6%; with 100% employer match about $105,563 at 4% or $70,375 at 6%.
Neuland, Whitney & Michael, Apc 401K Plan-5$627,369$42,225$8,445iApproximate average salary by contribution assumption: employee only about $211,125 at 4% or $140,750 at 6%; with 50% employer match about $140,750 at 4% or $93,833 at 6%; with 100% employer match about $105,563 at 4% or $70,375 at 6%.
201117$567,753$39,727$5,675iApproximate average salary by contribution assumption: employee only about $141,882 at 4% or $94,588 at 6%; with 50% employer match about $94,588 at 4% or $63,059 at 6%; with 100% employer match about $70,941 at 4% or $47,294 at 6%.
Neuland, Whitney & Michael, Apc 401K Plan-7$567,753$39,727$5,675iApproximate average salary by contribution assumption: employee only about $141,882 at 4% or $94,588 at 6%; with 50% employer match about $94,588 at 4% or $63,059 at 6%; with 100% employer match about $70,941 at 4% or $47,294 at 6%.
201016$665,016$71,300$11,883iApproximate average salary by contribution assumption: employee only about $297,083 at 4% or $198,056 at 6%; with 50% employer match about $198,056 at 4% or $132,037 at 6%; with 100% employer match about $148,542 at 4% or $99,028 at 6%.
Neuland, Whitney & Michael, Apc 401K Plan-6$665,016$71,300$11,883iApproximate average salary by contribution assumption: employee only about $297,083 at 4% or $198,056 at 6%; with 50% employer match about $198,056 at 4% or $132,037 at 6%; with 100% employer match about $148,542 at 4% or $99,028 at 6%.
200917$942,869$930,320$132,903iApproximate average salary by contribution assumption: employee only about $3,322,571 at 4% or $2,215,048 at 6%; with 50% employer match about $2,215,048 at 4% or $1,476,698 at 6%; with 100% employer match about $1,661,286 at 4% or $1,107,524 at 6%.
Neuland, Whitney & Michael, Apc 401K Plan-7$942,869$930,320$132,903iApproximate average salary by contribution assumption: employee only about $3,322,571 at 4% or $2,215,048 at 6%; with 50% employer match about $2,215,048 at 4% or $1,476,698 at 6%; with 100% employer match about $1,661,286 at 4% or $1,107,524 at 6%.