Whatley Drake & Kallas, LLC
Plan context: Whatley, Drake, & Kallas LLC Profit Sharing Plan
EIN 63-1232423 • 11 filings • 5 plans
Current Snapshot
Latest Year
2011
2011 Participants
31
2011 Assets
$6,100,492
2011 Contributions
$316,321
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 |
|---|---|---|---|---|---|
| 2011 | 1 | 31 | $6,100,492 | $316,321 | $10,204iApproximate average salary by contribution assumption: employee only about $255,098 at 4% or $170,065 at 6%; with 50% employer match about $170,065 at 4% or $113,377 at 6%; with 100% employer match about $127,549 at 4% or $85,033 at 6%. |
| Whatley, Drake, & Kallas LLC Profit Sharing Plan | - | 31 | $6,100,492 | $316,321 | $10,204iApproximate average salary by contribution assumption: employee only about $255,098 at 4% or $170,065 at 6%; with 50% employer match about $170,065 at 4% or $113,377 at 6%; with 100% employer match about $127,549 at 4% or $85,033 at 6%. |
| 2010 | 1 | 45 | $6,863,880 | $301,033 | $6,690iApproximate average salary by contribution assumption: employee only about $167,241 at 4% or $111,494 at 6%; with 50% employer match about $111,494 at 4% or $74,329 at 6%; with 100% employer match about $83,620 at 4% or $55,747 at 6%. |
| Whatley, Drake, & Kallas LLC Profit Sharing Plan | - | 45 | $6,863,880 | $301,033 | $6,690iApproximate average salary by contribution assumption: employee only about $167,241 at 4% or $111,494 at 6%; with 50% employer match about $111,494 at 4% or $74,329 at 6%; with 100% employer match about $83,620 at 4% or $55,747 at 6%. |
| 2009 | 1 | 61 | $7,017,921 | $408,927 | $6,704iApproximate average salary by contribution assumption: employee only about $167,593 at 4% or $111,729 at 6%; with 50% employer match about $111,729 at 4% or $74,486 at 6%; with 100% employer match about $83,797 at 4% or $55,864 at 6%. |
| Whatley, Drake, & Kallas LLC Profit Sharing Plan | - | 61 | $7,017,921 | $408,927 | $6,704iApproximate average salary by contribution assumption: employee only about $167,593 at 4% or $111,729 at 6%; with 50% employer match about $111,729 at 4% or $74,486 at 6%; with 100% employer match about $83,797 at 4% or $55,864 at 6%. |
| 2008 | 1 | 57 | $5,827,104 | $752,576 | $13,203iApproximate average salary by contribution assumption: employee only about $330,077 at 4% or $220,051 at 6%; with 50% employer match about $220,051 at 4% or $146,701 at 6%; with 100% employer match about $165,039 at 4% or $110,026 at 6%. |
| Whatley, Drake, & Kallas LLC Profit Sharing Plan | - | 57 | $5,827,104 | $752,576 | $13,203iApproximate average salary by contribution assumption: employee only about $330,077 at 4% or $220,051 at 6%; with 50% employer match about $220,051 at 4% or $146,701 at 6%; with 100% employer match about $165,039 at 4% or $110,026 at 6%. |
| 2007 | 1 | 58 | $0 | $0 | - |
| Whatley, Drake, & Kallas LLC Profit Sharing Plan | - | 58 | - | - | - |
| 2006 | 1 | 59 | $5,404,254 | $1,135,733 | $19,250iApproximate average salary by contribution assumption: employee only about $481,243 at 4% or $320,829 at 6%; with 50% employer match about $320,829 at 4% or $213,886 at 6%; with 100% employer match about $240,621 at 4% or $160,414 at 6%. |
| Whatley, Drake, & Kallas LLC Profit Sharing Plan | - | 59 | $5,404,254 | $1,135,733 | $19,250iApproximate average salary by contribution assumption: employee only about $481,243 at 4% or $320,829 at 6%; with 50% employer match about $320,829 at 4% or $213,886 at 6%; with 100% employer match about $240,621 at 4% or $160,414 at 6%. |
| 2005 | 1 | 46 | $3,550,508 | $362,744 | $7,886iApproximate average salary by contribution assumption: employee only about $197,143 at 4% or $131,429 at 6%; with 50% employer match about $131,429 at 4% or $87,619 at 6%; with 100% employer match about $98,572 at 4% or $65,714 at 6%. |
| Whatley, Drake, & Kallas LLC Profit Sharing Plan | - | 46 | $3,550,508 | $362,744 | $7,886iApproximate average salary by contribution assumption: employee only about $197,143 at 4% or $131,429 at 6%; with 50% employer match about $131,429 at 4% or $87,619 at 6%; with 100% employer match about $98,572 at 4% or $65,714 at 6%. |
| 2004 | 1 | 44 | $3,192,295 | $552,028 | $12,546iApproximate average salary by contribution assumption: employee only about $313,652 at 4% or $209,102 at 6%; with 50% employer match about $209,102 at 4% or $139,401 at 6%; with 100% employer match about $156,826 at 4% or $104,551 at 6%. |
| Whatley, Drake, & Kallas LLC Profit Sharing Plan | - | 44 | $3,192,295 | $552,028 | $12,546iApproximate average salary by contribution assumption: employee only about $313,652 at 4% or $209,102 at 6%; with 50% employer match about $209,102 at 4% or $139,401 at 6%; with 100% employer match about $156,826 at 4% or $104,551 at 6%. |
| 2003 | 1 | 40 | $2,447,921 | $485,456 | $12,136iApproximate average salary by contribution assumption: employee only about $303,410 at 4% or $202,273 at 6%; with 50% employer match about $202,273 at 4% or $134,849 at 6%; with 100% employer match about $151,705 at 4% or $101,137 at 6%. |
| Whatley, Drake, & Kallas LLC Profit Sharing Plan | - | 40 | $2,447,921 | $485,456 | $12,136iApproximate average salary by contribution assumption: employee only about $303,410 at 4% or $202,273 at 6%; with 50% employer match about $202,273 at 4% or $134,849 at 6%; with 100% employer match about $151,705 at 4% or $101,137 at 6%. |
| 2002 | 1 | 35 | $1,558,648 | $414,999 | $11,857iApproximate average salary by contribution assumption: employee only about $296,428 at 4% or $197,619 at 6%; with 50% employer match about $197,619 at 4% or $131,746 at 6%; with 100% employer match about $148,214 at 4% or $98,809 at 6%. |
| Whatley, Drake, & Kallas LLC Profit Sharing Plan | - | 35 | $1,558,648 | $414,999 | $11,857iApproximate average salary by contribution assumption: employee only about $296,428 at 4% or $197,619 at 6%; with 50% employer match about $197,619 at 4% or $131,746 at 6%; with 100% employer match about $148,214 at 4% or $98,809 at 6%. |
| 2001 | 1 | 40 | $0 | $0 | - |
| Whatley, Drake, & Kallas LLC Profit Sharing Plan | - | 40 | - | - | - |