Civic Intelligence

Vicki Jo Whiting

Plan context: Vicki Jo Whiting 401 K Profit Sharing Plan Trust

EIN 68-0305474 • Sonoma, CA • 4 filings • 2 plans

181 Andrieux St Suite 200Sonoma, CA 95476
Current Snapshot

Latest Year

2019

2019 Participants

7

2019 Assets

$140,052

2019 Contributions

$75,023

Historical Graphs

Total Assets Over Time

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

$140,052$70,026$0201620182019YearValue
$140,052Latest year 2019

Participants Over Time

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

740201620182019YearValue
7Latest year 2019

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
201917$140,052$75,023$10,718iApproximate average salary by contribution assumption: employee only about $267,939 at 4% or $178,626 at 6%; with 50% employer match about $178,626 at 4% or $119,084 at 6%; with 100% employer match about $133,970 at 4% or $89,313 at 6%.
Vicki Jo Whiting 401 K Profit Sharing Plan Trust-7$140,052$75,023$10,718iApproximate average salary by contribution assumption: employee only about $267,939 at 4% or $178,626 at 6%; with 50% employer match about $178,626 at 4% or $119,084 at 6%; with 100% employer match about $133,970 at 4% or $89,313 at 6%.
201816$49,924$46,874$7,812iApproximate average salary by contribution assumption: employee only about $195,308 at 4% or $130,206 at 6%; with 50% employer match about $130,206 at 4% or $86,804 at 6%; with 100% employer match about $97,654 at 4% or $65,103 at 6%.
Vicki Jo Whiting 401 K Profit Sharing Plan Trust-6$49,924$46,874$7,812iApproximate average salary by contribution assumption: employee only about $195,308 at 4% or $130,206 at 6%; with 50% employer match about $130,206 at 4% or $86,804 at 6%; with 100% employer match about $97,654 at 4% or $65,103 at 6%.
201715$35,415$16,412$3,282iApproximate average salary by contribution assumption: employee only about $82,060 at 4% or $54,707 at 6%; with 50% employer match about $54,707 at 4% or $36,471 at 6%; with 100% employer match about $41,030 at 4% or $27,353 at 6%.
Vicki Jo Whiting 401 K Profit Sharing Plan Trust-5$35,415$16,412$3,282iApproximate average salary by contribution assumption: employee only about $82,060 at 4% or $54,707 at 6%; with 50% employer match about $54,707 at 4% or $36,471 at 6%; with 100% employer match about $41,030 at 4% or $27,353 at 6%.
201615$14,828$43,162$8,632iApproximate average salary by contribution assumption: employee only about $215,810 at 4% or $143,873 at 6%; with 50% employer match about $143,873 at 4% or $95,916 at 6%; with 100% employer match about $107,905 at 4% or $71,937 at 6%.
Vicki Jo Whiting 401 K Profit Sharing Plan Trust-5$14,828$43,162$8,632iApproximate average salary by contribution assumption: employee only about $215,810 at 4% or $143,873 at 6%; with 50% employer match about $143,873 at 4% or $95,916 at 6%; with 100% employer match about $107,905 at 4% or $71,937 at 6%.