Civic Intelligence

Whitten Insurance Agency Inc.

Plan context: Whitten Insurance Agency Inc. Profit Sharing & 401(K) Plan

EIN 73-0700357 • 22 filings • 4 plans

Current Snapshot

Latest Year

2019

2019 Participants

7

2019 Assets

$767,542

2019 Contributions

$5,031

Historical Graphs

Total Assets Over Time

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

$1,038,045$519,023$0199920112018YearValue
$767,542Latest year 2018

Participants Over Time

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

840199920092018YearValue
7Latest year 2018

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
201910$0$5,031-
Whitten Insurance Agency Inc. Profit Sharing & 401(K) Plan-0-$5,031-
201817$767,542$33,863$4,838iApproximate average salary by contribution assumption: employee only about $120,939 at 4% or $80,626 at 6%; with 50% employer match about $80,626 at 4% or $53,751 at 6%; with 100% employer match about $60,470 at 4% or $40,313 at 6%.
Whitten Insurance Agency Inc. Profit Sharing & 401(K) Plan-7$767,542$33,863$4,838iApproximate average salary by contribution assumption: employee only about $120,939 at 4% or $80,626 at 6%; with 50% employer match about $80,626 at 4% or $53,751 at 6%; with 100% employer match about $60,470 at 4% or $40,313 at 6%.
201716$773,626$30,535$5,089iApproximate average salary by contribution assumption: employee only about $127,229 at 4% or $84,819 at 6%; with 50% employer match about $84,819 at 4% or $56,546 at 6%; with 100% employer match about $63,615 at 4% or $42,410 at 6%.
Whitten Insurance Agency Inc. Profit Sharing & 401(K) Plan-6$773,626$30,535$5,089iApproximate average salary by contribution assumption: employee only about $127,229 at 4% or $84,819 at 6%; with 50% employer match about $84,819 at 4% or $56,546 at 6%; with 100% employer match about $63,615 at 4% or $42,410 at 6%.
201616$1,033,180$41,560$6,927iApproximate average salary by contribution assumption: employee only about $173,167 at 4% or $115,444 at 6%; with 50% employer match about $115,444 at 4% or $76,963 at 6%; with 100% employer match about $86,583 at 4% or $57,722 at 6%.
Whitten Insurance Agency Inc. Profit Sharing & 401(K) Plan-6$1,033,180$41,560$6,927iApproximate average salary by contribution assumption: employee only about $173,167 at 4% or $115,444 at 6%; with 50% employer match about $115,444 at 4% or $76,963 at 6%; with 100% employer match about $86,583 at 4% or $57,722 at 6%.
201515$978,614$60,168$12,034iApproximate average salary by contribution assumption: employee only about $300,840 at 4% or $200,560 at 6%; with 50% employer match about $200,560 at 4% or $133,707 at 6%; with 100% employer match about $150,420 at 4% or $100,280 at 6%.
Whitten Insurance Agency Inc. Profit Sharing & 401(K) Plan-5$978,614$60,168$12,034iApproximate average salary by contribution assumption: employee only about $300,840 at 4% or $200,560 at 6%; with 50% employer match about $200,560 at 4% or $133,707 at 6%; with 100% employer match about $150,420 at 4% or $100,280 at 6%.
201417$1,038,045$63,052$9,007iApproximate average salary by contribution assumption: employee only about $225,186 at 4% or $150,124 at 6%; with 50% employer match about $150,124 at 4% or $100,083 at 6%; with 100% employer match about $112,593 at 4% or $75,062 at 6%.
Whitten Insurance Agency Inc. Profit Sharing & 401(K) Plan-7$1,038,045$63,052$9,007iApproximate average salary by contribution assumption: employee only about $225,186 at 4% or $150,124 at 6%; with 50% employer match about $150,124 at 4% or $100,083 at 6%; with 100% employer match about $112,593 at 4% or $75,062 at 6%.
201316$957,390$52,546$8,758iApproximate average salary by contribution assumption: employee only about $218,942 at 4% or $145,961 at 6%; with 50% employer match about $145,961 at 4% or $97,307 at 6%; with 100% employer match about $109,471 at 4% or $72,981 at 6%.
Whitten Insurance Agency Inc. Profit Sharing & 401(K) Plan-6$957,390$52,546$8,758iApproximate average salary by contribution assumption: employee only about $218,942 at 4% or $145,961 at 6%; with 50% employer match about $145,961 at 4% or $97,307 at 6%; with 100% employer match about $109,471 at 4% or $72,981 at 6%.
201216$887,943$52,373$8,729iApproximate average salary by contribution assumption: employee only about $218,221 at 4% or $145,481 at 6%; with 50% employer match about $145,481 at 4% or $96,987 at 6%; with 100% employer match about $109,110 at 4% or $72,740 at 6%.
Whitten Insurance Agency Inc. Profit Sharing & 401(K) Plan-6$887,943$52,373$8,729iApproximate average salary by contribution assumption: employee only about $218,221 at 4% or $145,481 at 6%; with 50% employer match about $145,481 at 4% or $96,987 at 6%; with 100% employer match about $109,110 at 4% or $72,740 at 6%.
201116$913,206$44,203$7,367iApproximate average salary by contribution assumption: employee only about $184,179 at 4% or $122,786 at 6%; with 50% employer match about $122,786 at 4% or $81,857 at 6%; with 100% employer match about $92,090 at 4% or $61,393 at 6%.
Whitten Insurance Agency Inc. Profit Sharing & 401(K) Plan-6$913,206$44,203$7,367iApproximate average salary by contribution assumption: employee only about $184,179 at 4% or $122,786 at 6%; with 50% employer match about $122,786 at 4% or $81,857 at 6%; with 100% employer match about $92,090 at 4% or $61,393 at 6%.
201016$887,991$22,162$3,694iApproximate average salary by contribution assumption: employee only about $92,342 at 4% or $61,561 at 6%; with 50% employer match about $61,561 at 4% or $41,041 at 6%; with 100% employer match about $46,171 at 4% or $30,781 at 6%.
Whitten Insurance Agency Inc. Profit Sharing & 401(K) Plan-6$887,991$22,162$3,694iApproximate average salary by contribution assumption: employee only about $92,342 at 4% or $61,561 at 6%; with 50% employer match about $61,561 at 4% or $41,041 at 6%; with 100% employer match about $46,171 at 4% or $30,781 at 6%.
200927$845,329$45,135$6,448iApproximate average salary by contribution assumption: employee only about $161,196 at 4% or $107,464 at 6%; with 50% employer match about $107,464 at 4% or $71,643 at 6%; with 100% employer match about $80,598 at 4% or $53,732 at 6%.
Whitten Insurance Agency Inc. Profit Sharing & 401(K) Plan-7$845,329$45,135$6,448iApproximate average salary by contribution assumption: employee only about $161,196 at 4% or $107,464 at 6%; with 50% employer match about $107,464 at 4% or $71,643 at 6%; with 100% employer match about $80,598 at 4% or $53,732 at 6%.
Whitten Insurance Agency Inc. Employee Stock Ownership Plan-0---
200827$0$0-
Whitten Insurance Agency Inc. Employee Stock Ownership Plan-7---
Whitten Insurance Agency Inc. Profit Sharing & 401(K) Plan-6---
200718$0$0-
Whitten Insurance Agency Inc. Employee Stock Ownership Plan-8---
200517$698,634$36,107$5,158iApproximate average salary by contribution assumption: employee only about $128,954 at 4% or $85,969 at 6%; with 50% employer match about $85,969 at 4% or $57,313 at 6%; with 100% employer match about $64,477 at 4% or $42,985 at 6%.
Whitten Insurance Agency Inc. Employee Stock Ownership Plan-7$698,634$36,107$5,158iApproximate average salary by contribution assumption: employee only about $128,954 at 4% or $85,969 at 6%; with 50% employer match about $85,969 at 4% or $57,313 at 6%; with 100% employer match about $64,477 at 4% or $42,985 at 6%.
200417$657,622$30,958$4,423iApproximate average salary by contribution assumption: employee only about $110,564 at 4% or $73,710 at 6%; with 50% employer match about $73,710 at 4% or $49,140 at 6%; with 100% employer match about $55,282 at 4% or $36,855 at 6%.
Whitten Insurance Agency Inc. Employee Stock Ownership Plan-7$657,622$30,958$4,423iApproximate average salary by contribution assumption: employee only about $110,564 at 4% or $73,710 at 6%; with 50% employer match about $73,710 at 4% or $49,140 at 6%; with 100% employer match about $55,282 at 4% or $36,855 at 6%.
200317$625,462$37,974$5,425iApproximate average salary by contribution assumption: employee only about $135,621 at 4% or $90,414 at 6%; with 50% employer match about $90,414 at 4% or $60,276 at 6%; with 100% employer match about $67,811 at 4% or $45,207 at 6%.
Whitten Insurance Agency Inc. Employee Stock Ownership Plan-7$625,462$37,974$5,425iApproximate average salary by contribution assumption: employee only about $135,621 at 4% or $90,414 at 6%; with 50% employer match about $90,414 at 4% or $60,276 at 6%; with 100% employer match about $67,811 at 4% or $45,207 at 6%.
200218$0$0-
Whitten Insurance Agency Inc. Employee Stock Ownership Plan-8---
200117$0$0-
Whitten Insurance Agency Inc. Employee Stock Ownership Plan-7---
200016$600,881$29,487$4,915iApproximate average salary by contribution assumption: employee only about $122,863 at 4% or $81,908 at 6%; with 50% employer match about $81,908 at 4% or $54,606 at 6%; with 100% employer match about $61,431 at 4% or $40,954 at 6%.
Whitten Insurance Agency Inc. Employee Stock Ownership Plan-6$600,881$29,487$4,915iApproximate average salary by contribution assumption: employee only about $122,863 at 4% or $81,908 at 6%; with 50% employer match about $81,908 at 4% or $54,606 at 6%; with 100% employer match about $61,431 at 4% or $40,954 at 6%.
199918$530,680$41,225$5,153iApproximate average salary by contribution assumption: employee only about $128,828 at 4% or $85,885 at 6%; with 50% employer match about $85,885 at 4% or $57,257 at 6%; with 100% employer match about $64,414 at 4% or $42,943 at 6%.
Whitten Insurance Agency Inc. Employee Stock Ownership Plan-8$530,680$41,225$5,153iApproximate average salary by contribution assumption: employee only about $128,828 at 4% or $85,885 at 6%; with 50% employer match about $85,885 at 4% or $57,257 at 6%; with 100% employer match about $64,414 at 4% or $42,943 at 6%.