Whitelock & Associates, P.A.
Plan context: Whitelock & Associates, P.A. Profit Sharing Plan
EIN 65-0378178 • Fort Lauderdale, FL • 6 filings • 2 plans
Current Snapshot
Latest Year
2015
2015 Participants
1
2015 Assets
$16,362
2015 Contributions
$16,412
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 |
|---|---|---|---|---|---|
| 2015 | 1 | 1 | $16,362 | $16,412 | $16,412iApproximate average salary by contribution assumption: employee only about $410,300 at 4% or $273,533 at 6%; with 50% employer match about $273,533 at 4% or $182,356 at 6%; with 100% employer match about $205,150 at 4% or $136,767 at 6%. |
| Whitelock & Associates, P.A. Profit Sharing Plan | - | 1 | $16,362 | $16,412 | $16,412iApproximate average salary by contribution assumption: employee only about $410,300 at 4% or $273,533 at 6%; with 50% employer match about $273,533 at 4% or $182,356 at 6%; with 100% employer match about $205,150 at 4% or $136,767 at 6%. |
| 2003 | 1 | 0 | $0 | $0 | - |
| Whitelock & Associates, P.A. Profit Sharing Plan | - | 0 | - | - | - |
| 2002 | 1 | 5 | $0 | $0 | - |
| Whitelock & Associates, P.A. Profit Sharing Plan | - | 5 | - | - | - |
| 2001 | 1 | 5 | $0 | $0 | - |
| Whitelock & Associates, P.A. Profit Sharing Plan | - | 5 | - | - | - |
| 2000 | 1 | 5 | $260,731 | $34,500 | $6,900iApproximate average salary by contribution assumption: employee only about $172,500 at 4% or $115,000 at 6%; with 50% employer match about $115,000 at 4% or $76,667 at 6%; with 100% employer match about $86,250 at 4% or $57,500 at 6%. |
| Whitelock & Associates, P.A. Profit Sharing Plan | - | 5 | $260,731 | $34,500 | $6,900iApproximate average salary by contribution assumption: employee only about $172,500 at 4% or $115,000 at 6%; with 50% employer match about $115,000 at 4% or $76,667 at 6%; with 100% employer match about $86,250 at 4% or $57,500 at 6%. |
| 1999 | 1 | 5 | $350,544 | $66,451 | $13,290iApproximate average salary by contribution assumption: employee only about $332,255 at 4% or $221,503 at 6%; with 50% employer match about $221,503 at 4% or $147,669 at 6%; with 100% employer match about $166,128 at 4% or $110,752 at 6%. |
| Whitelock & Associates, P.A. Profit Sharing Plan | - | 5 | $350,544 | $66,451 | $13,290iApproximate average salary by contribution assumption: employee only about $332,255 at 4% or $221,503 at 6%; with 50% employer match about $221,503 at 4% or $147,669 at 6%; with 100% employer match about $166,128 at 4% or $110,752 at 6%. |