Civic Intelligence

Ward S. Whelchel PC.

Plan context: WHELCHEL, MAY & ASSOCIATES 401-K PLAN

EIN 62-1010544 • 11 filings • 4 plans

Current Snapshot

Latest Year

2008

2008 Participants

4

2008 Assets

$312,858

2008 Contributions

$4,175

Historical Graphs

Total Assets Over Time

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

$1,560,882$780,441$0199920042008YearValue
$312,858Latest year 2008

Participants Over Time

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

840199920042008YearValue
4Latest year 2008

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
200814$312,858$4,175$1,044iApproximate average salary by contribution assumption: employee only about $26,094 at 4% or $17,396 at 6%; with 50% employer match about $17,396 at 4% or $11,597 at 6%; with 100% employer match about $13,047 at 4% or $8,698 at 6%.
WHELCHEL, MAY & ASSOCIATES 401-K PLAN-4$312,858$4,175$1,044iApproximate average salary by contribution assumption: employee only about $26,094 at 4% or $17,396 at 6%; with 50% employer match about $17,396 at 4% or $11,597 at 6%; with 100% employer match about $13,047 at 4% or $8,698 at 6%.
200714$0$0-
WHELCHEL, MAY & ASSOCIATES 401-K PLAN-4---
200617$365,125$34,538$4,934iApproximate average salary by contribution assumption: employee only about $123,350 at 4% or $82,233 at 6%; with 50% employer match about $82,233 at 4% or $54,822 at 6%; with 100% employer match about $61,675 at 4% or $41,117 at 6%.
WHELCHEL, MAY & ASSOCIATES 401-K PLAN-7$365,125$34,538$4,934iApproximate average salary by contribution assumption: employee only about $123,350 at 4% or $82,233 at 6%; with 50% employer match about $82,233 at 4% or $54,822 at 6%; with 100% employer match about $61,675 at 4% or $41,117 at 6%.
200518$315,389$3,462$433iApproximate average salary by contribution assumption: employee only about $10,819 at 4% or $7,213 at 6%; with 50% employer match about $7,213 at 4% or $4,808 at 6%; with 100% employer match about $5,409 at 4% or $3,606 at 6%.
WHELCHEL, MAY & ASSOCIATES 401K PLAN-8$315,389$3,462$433iApproximate average salary by contribution assumption: employee only about $10,819 at 4% or $7,213 at 6%; with 50% employer match about $7,213 at 4% or $4,808 at 6%; with 100% employer match about $5,409 at 4% or $3,606 at 6%.
200428$307,913$11,549$1,444iApproximate average salary by contribution assumption: employee only about $36,091 at 4% or $24,060 at 6%; with 50% employer match about $24,060 at 4% or $16,040 at 6%; with 100% employer match about $18,045 at 4% or $12,030 at 6%.
Ward S. Whelchel PC. Pension Plan-4$297,889--
WHELCHEL, MAY & ASSOCIATES 401-K PLAN-8$10,024$11,549$1,444iApproximate average salary by contribution assumption: employee only about $36,091 at 4% or $24,060 at 6%; with 50% employer match about $24,060 at 4% or $16,040 at 6%; with 100% employer match about $18,045 at 4% or $12,030 at 6%.
200315$295,997$57,342$11,468iApproximate average salary by contribution assumption: employee only about $286,710 at 4% or $191,140 at 6%; with 50% employer match about $191,140 at 4% or $127,427 at 6%; with 100% employer match about $143,355 at 4% or $95,570 at 6%.
Ward S. Whelchel PC. Pension Plan-5$295,997$57,342$11,468iApproximate average salary by contribution assumption: employee only about $286,710 at 4% or $191,140 at 6%; with 50% employer match about $191,140 at 4% or $127,427 at 6%; with 100% employer match about $143,355 at 4% or $95,570 at 6%.
200216$0$0-
Ward S. Whelchel PC. Pension Plan-6---
200114$0$0-
Ward S. Whelchel PC. Pension Plan-4---
200014$1,192,334$49,069$12,267iApproximate average salary by contribution assumption: employee only about $306,681 at 4% or $204,454 at 6%; with 50% employer match about $204,454 at 4% or $136,303 at 6%; with 100% employer match about $153,341 at 4% or $102,227 at 6%.
Ward S. Whelchel PC. Pension Plan-4$1,192,334$49,069$12,267iApproximate average salary by contribution assumption: employee only about $306,681 at 4% or $204,454 at 6%; with 50% employer match about $204,454 at 4% or $136,303 at 6%; with 100% employer match about $153,341 at 4% or $102,227 at 6%.
199914$1,560,882$22,116$5,529iApproximate average salary by contribution assumption: employee only about $138,225 at 4% or $92,150 at 6%; with 50% employer match about $92,150 at 4% or $61,433 at 6%; with 100% employer match about $69,113 at 4% or $46,075 at 6%.
Ward S. Whelchel PC. Pension Plan-4$1,560,882$22,116$5,529iApproximate average salary by contribution assumption: employee only about $138,225 at 4% or $92,150 at 6%; with 50% employer match about $92,150 at 4% or $61,433 at 6%; with 100% employer match about $69,113 at 4% or $46,075 at 6%.