Whitehead Ins. Group Inc. and Brown Ins. Group
Plan context: Whitehead Insurance Group Inc. 401(K) Plan
EIN 62-0638936 • Alcoa, TN • 25 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
10
2024 Assets
$944,633
2024 Contributions
$36,245
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 10 | $944,633 | $36,245 | $3,625iApproximate average salary by contribution assumption: employee only about $90,613 at 4% or $60,408 at 6%; with 50% employer match about $60,408 at 4% or $40,272 at 6%; with 100% employer match about $45,306 at 4% or $30,204 at 6%. |
| Whitehead Insurance Group Inc. 401(K) Plan | - | 10 | $944,633 | $36,245 | $3,625iApproximate average salary by contribution assumption: employee only about $90,613 at 4% or $60,408 at 6%; with 50% employer match about $60,408 at 4% or $40,272 at 6%; with 100% employer match about $45,306 at 4% or $30,204 at 6%. |
| 2023 | 1 | 10 | $768,719 | $33,149 | $3,315iApproximate average salary by contribution assumption: employee only about $82,873 at 4% or $55,248 at 6%; with 50% employer match about $55,248 at 4% or $36,832 at 6%; with 100% employer match about $41,436 at 4% or $27,624 at 6%. |
| Whitehead Insurance Group Inc. 401(K) Plan | - | 10 | $768,719 | $33,149 | $3,315iApproximate average salary by contribution assumption: employee only about $82,873 at 4% or $55,248 at 6%; with 50% employer match about $55,248 at 4% or $36,832 at 6%; with 100% employer match about $41,436 at 4% or $27,624 at 6%. |
| 2022 | 1 | 11 | $687,214 | $38,378 | $3,489iApproximate average salary by contribution assumption: employee only about $87,223 at 4% or $58,148 at 6%; with 50% employer match about $58,148 at 4% or $38,766 at 6%; with 100% employer match about $43,611 at 4% or $29,074 at 6%. |
| Whitehead Insurance Group Inc. 401(K) Plan | - | 11 | $687,214 | $38,378 | $3,489iApproximate average salary by contribution assumption: employee only about $87,223 at 4% or $58,148 at 6%; with 50% employer match about $58,148 at 4% or $38,766 at 6%; with 100% employer match about $43,611 at 4% or $29,074 at 6%. |
| 2021 | 1 | 12 | $855,333 | $39,388 | $3,282iApproximate average salary by contribution assumption: employee only about $82,058 at 4% or $54,706 at 6%; with 50% employer match about $54,706 at 4% or $36,470 at 6%; with 100% employer match about $41,029 at 4% or $27,353 at 6%. |
| Whitehead Insurance Group Inc. 401(K) Plan | - | 12 | $855,333 | $39,388 | $3,282iApproximate average salary by contribution assumption: employee only about $82,058 at 4% or $54,706 at 6%; with 50% employer match about $54,706 at 4% or $36,470 at 6%; with 100% employer match about $41,029 at 4% or $27,353 at 6%. |
| 2020 | 1 | 11 | $702,229 | $39,711 | $3,610iApproximate average salary by contribution assumption: employee only about $90,252 at 4% or $60,168 at 6%; with 50% employer match about $60,168 at 4% or $40,112 at 6%; with 100% employer match about $45,126 at 4% or $30,084 at 6%. |
| Whitehead Insurance Group Inc. 401(K) Plan | - | 11 | $702,229 | $39,711 | $3,610iApproximate average salary by contribution assumption: employee only about $90,252 at 4% or $60,168 at 6%; with 50% employer match about $60,168 at 4% or $40,112 at 6%; with 100% employer match about $45,126 at 4% or $30,084 at 6%. |
| 2019 | 1 | 11 | $546,798 | $30,652 | $2,787iApproximate average salary by contribution assumption: employee only about $69,664 at 4% or $46,442 at 6%; with 50% employer match about $46,442 at 4% or $30,962 at 6%; with 100% employer match about $34,832 at 4% or $23,221 at 6%. |
| Whitehead Insurance Group Inc. 401(K) Plan | - | 11 | $546,798 | $30,652 | $2,787iApproximate average salary by contribution assumption: employee only about $69,664 at 4% or $46,442 at 6%; with 50% employer match about $46,442 at 4% or $30,962 at 6%; with 100% employer match about $34,832 at 4% or $23,221 at 6%. |
| 2018 | 1 | 11 | $418,886 | $35,378 | $3,216iApproximate average salary by contribution assumption: employee only about $80,405 at 4% or $53,603 at 6%; with 50% employer match about $53,603 at 4% or $35,735 at 6%; with 100% employer match about $40,202 at 4% or $26,802 at 6%. |
| Whitehead Insurance Group Inc. 401(K) Plan | - | 11 | $418,886 | $35,378 | $3,216iApproximate average salary by contribution assumption: employee only about $80,405 at 4% or $53,603 at 6%; with 50% employer match about $53,603 at 4% or $35,735 at 6%; with 100% employer match about $40,202 at 4% or $26,802 at 6%. |
| 2017 | 1 | 12 | $433,892 | $33,007 | $2,751iApproximate average salary by contribution assumption: employee only about $68,765 at 4% or $45,843 at 6%; with 50% employer match about $45,843 at 4% or $30,562 at 6%; with 100% employer match about $34,382 at 4% or $22,922 at 6%. |
| Whitehead Insurance Group Inc. 401(K) Plan | - | 12 | $433,892 | $33,007 | $2,751iApproximate average salary by contribution assumption: employee only about $68,765 at 4% or $45,843 at 6%; with 50% employer match about $45,843 at 4% or $30,562 at 6%; with 100% employer match about $34,382 at 4% or $22,922 at 6%. |
| 2016 | 1 | 11 | $328,027 | $28,192 | $2,563iApproximate average salary by contribution assumption: employee only about $64,073 at 4% or $42,715 at 6%; with 50% employer match about $42,715 at 4% or $28,477 at 6%; with 100% employer match about $32,036 at 4% or $21,358 at 6%. |
| Whitehead Insurance Group Inc. 401(K) Plan | - | 11 | $328,027 | $28,192 | $2,563iApproximate average salary by contribution assumption: employee only about $64,073 at 4% or $42,715 at 6%; with 50% employer match about $42,715 at 4% or $28,477 at 6%; with 100% employer match about $32,036 at 4% or $21,358 at 6%. |
| 2015 | 1 | 10 | $572,300 | $45,519 | $4,552iApproximate average salary by contribution assumption: employee only about $113,797 at 4% or $75,865 at 6%; with 50% employer match about $75,865 at 4% or $50,577 at 6%; with 100% employer match about $56,899 at 4% or $37,933 at 6%. |
| Whitehead Insurance Group Inc. 401(K) Plan | - | 10 | $572,300 | $45,519 | $4,552iApproximate average salary by contribution assumption: employee only about $113,797 at 4% or $75,865 at 6%; with 50% employer match about $75,865 at 4% or $50,577 at 6%; with 100% employer match about $56,899 at 4% or $37,933 at 6%. |
| 2014 | 1 | 14 | $825,046 | $42,594 | $3,042iApproximate average salary by contribution assumption: employee only about $76,061 at 4% or $50,707 at 6%; with 50% employer match about $50,707 at 4% or $33,805 at 6%; with 100% employer match about $38,030 at 4% or $25,354 at 6%. |
| Whitehead Insurance Group Inc. 401(K) Plan | - | 14 | $825,046 | $42,594 | $3,042iApproximate average salary by contribution assumption: employee only about $76,061 at 4% or $50,707 at 6%; with 50% employer match about $50,707 at 4% or $33,805 at 6%; with 100% employer match about $38,030 at 4% or $25,354 at 6%. |
| 2013 | 1 | 13 | $742,013 | $46,861 | $3,605iApproximate average salary by contribution assumption: employee only about $90,117 at 4% or $60,078 at 6%; with 50% employer match about $60,078 at 4% or $40,052 at 6%; with 100% employer match about $45,059 at 4% or $30,039 at 6%. |
| Whitehead Insurance Group Inc. 401(K) Plan | - | 13 | $742,013 | $46,861 | $3,605iApproximate average salary by contribution assumption: employee only about $90,117 at 4% or $60,078 at 6%; with 50% employer match about $60,078 at 4% or $40,052 at 6%; with 100% employer match about $45,059 at 4% or $30,039 at 6%. |
| 2012 | 1 | 13 | $565,435 | $47,668 | $3,667iApproximate average salary by contribution assumption: employee only about $91,669 at 4% or $61,113 at 6%; with 50% employer match about $61,113 at 4% or $40,742 at 6%; with 100% employer match about $45,835 at 4% or $30,556 at 6%. |
| Whitehead Insurance Group Inc. 401(K) Plan | - | 13 | $565,435 | $47,668 | $3,667iApproximate average salary by contribution assumption: employee only about $91,669 at 4% or $61,113 at 6%; with 50% employer match about $61,113 at 4% or $40,742 at 6%; with 100% employer match about $45,835 at 4% or $30,556 at 6%. |
| 2011 | 1 | 13 | $445,781 | $48,123 | $3,702iApproximate average salary by contribution assumption: employee only about $92,544 at 4% or $61,696 at 6%; with 50% employer match about $61,696 at 4% or $41,131 at 6%; with 100% employer match about $46,272 at 4% or $30,848 at 6%. |
| Whitehead Insurance Group Inc. 401(K) Plan | - | 13 | $445,781 | $48,123 | $3,702iApproximate average salary by contribution assumption: employee only about $92,544 at 4% or $61,696 at 6%; with 50% employer match about $61,696 at 4% or $41,131 at 6%; with 100% employer match about $46,272 at 4% or $30,848 at 6%. |
| 2010 | 1 | 13 | $423,157 | $56,127 | $4,317iApproximate average salary by contribution assumption: employee only about $107,937 at 4% or $71,958 at 6%; with 50% employer match about $71,958 at 4% or $47,972 at 6%; with 100% employer match about $53,968 at 4% or $35,979 at 6%. |
| Whitehead Insurance Group Inc. 401(K) Plan | - | 13 | $423,157 | $56,127 | $4,317iApproximate average salary by contribution assumption: employee only about $107,937 at 4% or $71,958 at 6%; with 50% employer match about $71,958 at 4% or $47,972 at 6%; with 100% employer match about $53,968 at 4% or $35,979 at 6%. |
| 2009 | 1 | 13 | $332,794 | $48,796 | $3,754iApproximate average salary by contribution assumption: employee only about $93,838 at 4% or $62,559 at 6%; with 50% employer match about $62,559 at 4% or $41,706 at 6%; with 100% employer match about $46,919 at 4% or $31,279 at 6%. |
| Whitehead Insurance Group Inc. 401(K) Plan | - | 13 | $332,794 | $48,796 | $3,754iApproximate average salary by contribution assumption: employee only about $93,838 at 4% or $62,559 at 6%; with 50% employer match about $62,559 at 4% or $41,706 at 6%; with 100% employer match about $46,919 at 4% or $31,279 at 6%. |
| 2008 | 1 | 15 | $208,132 | $42,569 | $2,838iApproximate average salary by contribution assumption: employee only about $70,948 at 4% or $47,299 at 6%; with 50% employer match about $47,299 at 4% or $31,533 at 6%; with 100% employer match about $35,474 at 4% or $23,649 at 6%. |
| Whitehead Insurance Group Inc. 401(K) Plan | - | 15 | $208,132 | $42,569 | $2,838iApproximate average salary by contribution assumption: employee only about $70,948 at 4% or $47,299 at 6%; with 50% employer match about $47,299 at 4% or $31,533 at 6%; with 100% employer match about $35,474 at 4% or $23,649 at 6%. |
| 2007 | 1 | 12 | $0 | $0 | - |
| Whitehead Insurance Group Inc. 401(K) Plan | - | 12 | - | - | - |
| 2006 | 1 | 11 | $266,494 | $24,733 | $2,248iApproximate average salary by contribution assumption: employee only about $56,211 at 4% or $37,474 at 6%; with 50% employer match about $37,474 at 4% or $24,983 at 6%; with 100% employer match about $28,106 at 4% or $18,737 at 6%. |
| Whitehead Insurance Group Inc. 401(K) Plan | - | 11 | $266,494 | $24,733 | $2,248iApproximate average salary by contribution assumption: employee only about $56,211 at 4% or $37,474 at 6%; with 50% employer match about $37,474 at 4% or $24,983 at 6%; with 100% employer match about $28,106 at 4% or $18,737 at 6%. |
| 2005 | 1 | 12 | $230,742 | $24,655 | $2,055iApproximate average salary by contribution assumption: employee only about $51,365 at 4% or $34,243 at 6%; with 50% employer match about $34,243 at 4% or $22,829 at 6%; with 100% employer match about $25,682 at 4% or $17,122 at 6%. |
| Whitehead Insurance Group Inc. 401(K) Plan | - | 12 | $230,742 | $24,655 | $2,055iApproximate average salary by contribution assumption: employee only about $51,365 at 4% or $34,243 at 6%; with 50% employer match about $34,243 at 4% or $22,829 at 6%; with 100% employer match about $25,682 at 4% or $17,122 at 6%. |
| 2004 | 1 | 10 | $192,613 | $26,379 | $2,638iApproximate average salary by contribution assumption: employee only about $65,948 at 4% or $43,965 at 6%; with 50% employer match about $43,965 at 4% or $29,310 at 6%; with 100% employer match about $32,974 at 4% or $21,983 at 6%. |
| Whitehead Insurance Group Inc. 401(K) Plan | - | 10 | $192,613 | $26,379 | $2,638iApproximate average salary by contribution assumption: employee only about $65,948 at 4% or $43,965 at 6%; with 50% employer match about $43,965 at 4% or $29,310 at 6%; with 100% employer match about $32,974 at 4% or $21,983 at 6%. |
| 2003 | 1 | 11 | $160,811 | $23,104 | $2,100iApproximate average salary by contribution assumption: employee only about $52,509 at 4% or $35,006 at 6%; with 50% employer match about $35,006 at 4% or $23,337 at 6%; with 100% employer match about $26,255 at 4% or $17,503 at 6%. |
| Whitehead Insurance Group Inc. 401(K) Plan | - | 11 | $160,811 | $23,104 | $2,100iApproximate average salary by contribution assumption: employee only about $52,509 at 4% or $35,006 at 6%; with 50% employer match about $35,006 at 4% or $23,337 at 6%; with 100% employer match about $26,255 at 4% or $17,503 at 6%. |
| 2002 | 1 | 8 | $111,807 | $21,092 | $2,637iApproximate average salary by contribution assumption: employee only about $65,913 at 4% or $43,942 at 6%; with 50% employer match about $43,942 at 4% or $29,294 at 6%; with 100% employer match about $32,956 at 4% or $21,971 at 6%. |
| Whitehead Insurance Group Inc. 401(K) Plan | - | 8 | $111,807 | $21,092 | $2,637iApproximate average salary by contribution assumption: employee only about $65,913 at 4% or $43,942 at 6%; with 50% employer match about $43,942 at 4% or $29,294 at 6%; with 100% employer match about $32,956 at 4% or $21,971 at 6%. |
| 2001 | 1 | 0 | $105,302 | $35,596 | - |
| Whitehead Insurance Group Inc. 401(K) Plan | - | 0 | $105,302 | $35,596 | - |
| 2000 | 1 | 10 | $85,085 | $21,893 | $2,189iApproximate average salary by contribution assumption: employee only about $54,733 at 4% or $36,488 at 6%; with 50% employer match about $36,488 at 4% or $24,326 at 6%; with 100% employer match about $27,366 at 4% or $18,244 at 6%. |
| Whitehead Insurance Group Inc. 401(K) Plan | - | 10 | $85,085 | $21,893 | $2,189iApproximate average salary by contribution assumption: employee only about $54,733 at 4% or $36,488 at 6%; with 50% employer match about $36,488 at 4% or $24,326 at 6%; with 100% employer match about $27,366 at 4% or $18,244 at 6%. |