Gilliam, Wharram & Co. PC.
Plan context: Gilliam, Wharram & Co. PC. 401K Retirement Plan
EIN 75-2147649 • Dallas, TX • 26 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
13
2024 Assets
$3,068,976
2024 Contributions
$158,278
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 13 | $3,068,976 | $158,278 | $12,175iApproximate average salary by contribution assumption: employee only about $304,381 at 4% or $202,921 at 6%; with 50% employer match about $202,921 at 4% or $135,280 at 6%; with 100% employer match about $152,190 at 4% or $101,460 at 6%. |
| Gilliam, Wharram & Co. PC. 401K Retirement Plan | - | 13 | $3,068,976 | $158,278 | $12,175iApproximate average salary by contribution assumption: employee only about $304,381 at 4% or $202,921 at 6%; with 50% employer match about $202,921 at 4% or $135,280 at 6%; with 100% employer match about $152,190 at 4% or $101,460 at 6%. |
| 2023 | 1 | 15 | $3,030,237 | $168,920 | $11,261iApproximate average salary by contribution assumption: employee only about $281,533 at 4% or $187,689 at 6%; with 50% employer match about $187,689 at 4% or $125,126 at 6%; with 100% employer match about $140,767 at 4% or $93,844 at 6%. |
| Gilliam, Wharram & Co. PC. 401K Retirement Plan | - | 15 | $3,030,237 | $168,920 | $11,261iApproximate average salary by contribution assumption: employee only about $281,533 at 4% or $187,689 at 6%; with 50% employer match about $187,689 at 4% or $125,126 at 6%; with 100% employer match about $140,767 at 4% or $93,844 at 6%. |
| 2022 | 1 | 13 | $2,912,152 | $155,875 | $11,990iApproximate average salary by contribution assumption: employee only about $299,760 at 4% or $199,840 at 6%; with 50% employer match about $199,840 at 4% or $133,226 at 6%; with 100% employer match about $149,880 at 4% or $99,920 at 6%. |
| Gilliam, Wharram & Co. PC. 401K Retirement Plan | - | 13 | $2,912,152 | $155,875 | $11,990iApproximate average salary by contribution assumption: employee only about $299,760 at 4% or $199,840 at 6%; with 50% employer match about $199,840 at 4% or $133,226 at 6%; with 100% employer match about $149,880 at 4% or $99,920 at 6%. |
| 2021 | 1 | 13 | $4,191,780 | $186,208 | $14,324iApproximate average salary by contribution assumption: employee only about $358,092 at 4% or $238,728 at 6%; with 50% employer match about $238,728 at 4% or $159,152 at 6%; with 100% employer match about $179,046 at 4% or $119,364 at 6%. |
| Gilliam, Wharram & Co. PC. 401K Retirement Plan | - | 13 | $4,191,780 | $186,208 | $14,324iApproximate average salary by contribution assumption: employee only about $358,092 at 4% or $238,728 at 6%; with 50% employer match about $238,728 at 4% or $159,152 at 6%; with 100% employer match about $179,046 at 4% or $119,364 at 6%. |
| 2020 | 1 | 16 | $3,866,600 | $186,342 | $11,646iApproximate average salary by contribution assumption: employee only about $291,159 at 4% or $194,106 at 6%; with 50% employer match about $194,106 at 4% or $129,404 at 6%; with 100% employer match about $145,580 at 4% or $97,053 at 6%. |
| Gilliam, Wharram & Co. PC. 401K Retirement Plan | - | 16 | $3,866,600 | $186,342 | $11,646iApproximate average salary by contribution assumption: employee only about $291,159 at 4% or $194,106 at 6%; with 50% employer match about $194,106 at 4% or $129,404 at 6%; with 100% employer match about $145,580 at 4% or $97,053 at 6%. |
| 2019 | 1 | 15 | $3,339,120 | $193,316 | $12,888iApproximate average salary by contribution assumption: employee only about $322,193 at 4% or $214,796 at 6%; with 50% employer match about $214,796 at 4% or $143,197 at 6%; with 100% employer match about $161,097 at 4% or $107,398 at 6%. |
| Gilliam, Wharram & Co. PC. 401K Retirement Plan | - | 15 | $3,339,120 | $193,316 | $12,888iApproximate average salary by contribution assumption: employee only about $322,193 at 4% or $214,796 at 6%; with 50% employer match about $214,796 at 4% or $143,197 at 6%; with 100% employer match about $161,097 at 4% or $107,398 at 6%. |
| 2018 | 1 | 17 | $3,007,080 | $189,627 | $11,155iApproximate average salary by contribution assumption: employee only about $278,863 at 4% or $185,909 at 6%; with 50% employer match about $185,909 at 4% or $123,939 at 6%; with 100% employer match about $139,432 at 4% or $92,954 at 6%. |
| Gilliam, Wharram & Co. PC. 401K Retirement Plan | - | 17 | $3,007,080 | $189,627 | $11,155iApproximate average salary by contribution assumption: employee only about $278,863 at 4% or $185,909 at 6%; with 50% employer match about $185,909 at 4% or $123,939 at 6%; with 100% employer match about $139,432 at 4% or $92,954 at 6%. |
| 2017 | 1 | 15 | $3,047,793 | $183,670 | $12,245iApproximate average salary by contribution assumption: employee only about $306,117 at 4% or $204,078 at 6%; with 50% employer match about $204,078 at 4% or $136,052 at 6%; with 100% employer match about $153,058 at 4% or $102,039 at 6%. |
| Gilliam, Wharram & Co. PC. 401K Retirement Plan | - | 15 | $3,047,793 | $183,670 | $12,245iApproximate average salary by contribution assumption: employee only about $306,117 at 4% or $204,078 at 6%; with 50% employer match about $204,078 at 4% or $136,052 at 6%; with 100% employer match about $153,058 at 4% or $102,039 at 6%. |
| 2016 | 1 | 16 | $2,611,237 | $185,105 | $11,569iApproximate average salary by contribution assumption: employee only about $289,227 at 4% or $192,818 at 6%; with 50% employer match about $192,818 at 4% or $128,545 at 6%; with 100% employer match about $144,613 at 4% or $96,409 at 6%. |
| Gilliam, Wharram & Co. PC. 401K Retirement Plan | - | 16 | $2,611,237 | $185,105 | $11,569iApproximate average salary by contribution assumption: employee only about $289,227 at 4% or $192,818 at 6%; with 50% employer match about $192,818 at 4% or $128,545 at 6%; with 100% employer match about $144,613 at 4% or $96,409 at 6%. |
| 2015 | 1 | 16 | $2,200,500 | $174,463 | $10,904iApproximate average salary by contribution assumption: employee only about $272,598 at 4% or $181,732 at 6%; with 50% employer match about $181,732 at 4% or $121,155 at 6%; with 100% employer match about $136,299 at 4% or $90,866 at 6%. |
| Gilliam, Wharram & Co. PC. 401K Retirement Plan | - | 16 | $2,200,500 | $174,463 | $10,904iApproximate average salary by contribution assumption: employee only about $272,598 at 4% or $181,732 at 6%; with 50% employer match about $181,732 at 4% or $121,155 at 6%; with 100% employer match about $136,299 at 4% or $90,866 at 6%. |
| 2014 | 1 | 16 | $2,312,439 | $177,086 | $11,068iApproximate average salary by contribution assumption: employee only about $276,697 at 4% or $184,465 at 6%; with 50% employer match about $184,465 at 4% or $122,976 at 6%; with 100% employer match about $138,348 at 4% or $92,232 at 6%. |
| Gilliam, Wharram & Co. PC. 401K Retirement Plan | - | 16 | $2,312,439 | $177,086 | $11,068iApproximate average salary by contribution assumption: employee only about $276,697 at 4% or $184,465 at 6%; with 50% employer match about $184,465 at 4% or $122,976 at 6%; with 100% employer match about $138,348 at 4% or $92,232 at 6%. |
| 2013 | 1 | 16 | $2,014,130 | $176,200 | $11,013iApproximate average salary by contribution assumption: employee only about $275,313 at 4% or $183,542 at 6%; with 50% employer match about $183,542 at 4% or $122,361 at 6%; with 100% employer match about $137,656 at 4% or $91,771 at 6%. |
| Gilliam, Wharram & Co. PC. 401K Retirement Plan | - | 16 | $2,014,130 | $176,200 | $11,013iApproximate average salary by contribution assumption: employee only about $275,313 at 4% or $183,542 at 6%; with 50% employer match about $183,542 at 4% or $122,361 at 6%; with 100% employer match about $137,656 at 4% or $91,771 at 6%. |
| 2012 | 1 | 14 | $1,506,880 | $150,735 | $10,767iApproximate average salary by contribution assumption: employee only about $269,170 at 4% or $179,446 at 6%; with 50% employer match about $179,446 at 4% or $119,631 at 6%; with 100% employer match about $134,585 at 4% or $89,723 at 6%. |
| Gilliam, Wharram & Co. PC. 401K Retirement Plan | - | 14 | $1,506,880 | $150,735 | $10,767iApproximate average salary by contribution assumption: employee only about $269,170 at 4% or $179,446 at 6%; with 50% employer match about $179,446 at 4% or $119,631 at 6%; with 100% employer match about $134,585 at 4% or $89,723 at 6%. |
| 2011 | 1 | 15 | $1,202,619 | $152,908 | $10,194iApproximate average salary by contribution assumption: employee only about $254,847 at 4% or $169,898 at 6%; with 50% employer match about $169,898 at 4% or $113,265 at 6%; with 100% employer match about $127,423 at 4% or $84,949 at 6%. |
| Gilliam, Wharram & Co. PC. 401K Retirement Plan | - | 15 | $1,202,619 | $152,908 | $10,194iApproximate average salary by contribution assumption: employee only about $254,847 at 4% or $169,898 at 6%; with 50% employer match about $169,898 at 4% or $113,265 at 6%; with 100% employer match about $127,423 at 4% or $84,949 at 6%. |
| 2010 | 1 | 16 | $1,077,685 | $141,382 | $8,836iApproximate average salary by contribution assumption: employee only about $220,909 at 4% or $147,273 at 6%; with 50% employer match about $147,273 at 4% or $98,182 at 6%; with 100% employer match about $110,455 at 4% or $73,636 at 6%. |
| Gilliam, Wharram & Co. PC. 401K Retirement Plan | - | 16 | $1,077,685 | $141,382 | $8,836iApproximate average salary by contribution assumption: employee only about $220,909 at 4% or $147,273 at 6%; with 50% employer match about $147,273 at 4% or $98,182 at 6%; with 100% employer match about $110,455 at 4% or $73,636 at 6%. |
| 2009 | 1 | 16 | $920,024 | $135,797 | $8,487iApproximate average salary by contribution assumption: employee only about $212,183 at 4% or $141,455 at 6%; with 50% employer match about $141,455 at 4% or $94,303 at 6%; with 100% employer match about $106,091 at 4% or $70,728 at 6%. |
| Gilliam, Wharram & Co. PC. 401K Retirement Plan | - | 16 | $920,024 | $135,797 | $8,487iApproximate average salary by contribution assumption: employee only about $212,183 at 4% or $141,455 at 6%; with 50% employer match about $141,455 at 4% or $94,303 at 6%; with 100% employer match about $106,091 at 4% or $70,728 at 6%. |
| 2008 | 1 | 14 | $691,072 | $128,592 | $9,185iApproximate average salary by contribution assumption: employee only about $229,629 at 4% or $153,086 at 6%; with 50% employer match about $153,086 at 4% or $102,057 at 6%; with 100% employer match about $114,814 at 4% or $76,543 at 6%. |
| Gilliam, Wharram & Co. PC. 401K Retirement Plan | - | 14 | $691,072 | $128,592 | $9,185iApproximate average salary by contribution assumption: employee only about $229,629 at 4% or $153,086 at 6%; with 50% employer match about $153,086 at 4% or $102,057 at 6%; with 100% employer match about $114,814 at 4% or $76,543 at 6%. |
| 2007 | 1 | 14 | $0 | $0 | - |
| Gilliam, Wharram & Co. PC. 401K Retirement Plan | - | 14 | - | - | - |
| 2006 | 1 | 14 | $725,685 | $105,837 | $7,560iApproximate average salary by contribution assumption: employee only about $188,995 at 4% or $125,996 at 6%; with 50% employer match about $125,996 at 4% or $83,998 at 6%; with 100% employer match about $94,497 at 4% or $62,998 at 6%. |
| Gilliam, Wharram & Co. PC. 401K Retirement Plan | - | 14 | $725,685 | $105,837 | $7,560iApproximate average salary by contribution assumption: employee only about $188,995 at 4% or $125,996 at 6%; with 50% employer match about $125,996 at 4% or $83,998 at 6%; with 100% employer match about $94,497 at 4% or $62,998 at 6%. |
| 2005 | 1 | 12 | $593,627 | $92,973 | $7,748iApproximate average salary by contribution assumption: employee only about $193,694 at 4% or $129,129 at 6%; with 50% employer match about $129,129 at 4% or $86,086 at 6%; with 100% employer match about $96,847 at 4% or $64,565 at 6%. |
| Gilliam, Wharram & Co. PC. 401K Retirement Plan | - | 12 | $593,627 | $92,973 | $7,748iApproximate average salary by contribution assumption: employee only about $193,694 at 4% or $129,129 at 6%; with 50% employer match about $129,129 at 4% or $86,086 at 6%; with 100% employer match about $96,847 at 4% or $64,565 at 6%. |
| 2004 | 1 | 13 | $472,574 | $80,936 | $6,226iApproximate average salary by contribution assumption: employee only about $155,646 at 4% or $103,764 at 6%; with 50% employer match about $103,764 at 4% or $69,176 at 6%; with 100% employer match about $77,823 at 4% or $51,882 at 6%. |
| Gilliam, Wharram & Co. PC. 401K Retirement Plan | - | 13 | $472,574 | $80,936 | $6,226iApproximate average salary by contribution assumption: employee only about $155,646 at 4% or $103,764 at 6%; with 50% employer match about $103,764 at 4% or $69,176 at 6%; with 100% employer match about $77,823 at 4% or $51,882 at 6%. |
| 2003 | 1 | 12 | $354,996 | $66,676 | $5,556iApproximate average salary by contribution assumption: employee only about $138,908 at 4% or $92,606 at 6%; with 50% employer match about $92,606 at 4% or $61,737 at 6%; with 100% employer match about $69,454 at 4% or $46,303 at 6%. |
| Gilliam, Wharram & Co. PC. 401K Retirement Plan | - | 12 | $354,996 | $66,676 | $5,556iApproximate average salary by contribution assumption: employee only about $138,908 at 4% or $92,606 at 6%; with 50% employer match about $92,606 at 4% or $61,737 at 6%; with 100% employer match about $69,454 at 4% or $46,303 at 6%. |
| 2002 | 1 | 12 | $228,674 | $63,006 | $5,251iApproximate average salary by contribution assumption: employee only about $131,263 at 4% or $87,508 at 6%; with 50% employer match about $87,508 at 4% or $58,339 at 6%; with 100% employer match about $65,631 at 4% or $43,754 at 6%. |
| Gilliam, Wharram & Co. PC. 401K Retirement Plan | - | 12 | $228,674 | $63,006 | $5,251iApproximate average salary by contribution assumption: employee only about $131,263 at 4% or $87,508 at 6%; with 50% employer match about $87,508 at 4% or $58,339 at 6%; with 100% employer match about $65,631 at 4% or $43,754 at 6%. |
| 2001 | 1 | 11 | $211,392 | $77,492 | $7,045iApproximate average salary by contribution assumption: employee only about $176,118 at 4% or $117,412 at 6%; with 50% employer match about $117,412 at 4% or $78,275 at 6%; with 100% employer match about $88,059 at 4% or $58,706 at 6%. |
| Gilliam, Wharram & Co. PC. 401K Retirement Plan | - | 11 | $211,392 | $77,492 | $7,045iApproximate average salary by contribution assumption: employee only about $176,118 at 4% or $117,412 at 6%; with 50% employer match about $117,412 at 4% or $78,275 at 6%; with 100% employer match about $88,059 at 4% or $58,706 at 6%. |
| 2000 | 1 | 10 | $160,294 | $66,679 | $6,668iApproximate average salary by contribution assumption: employee only about $166,698 at 4% or $111,132 at 6%; with 50% employer match about $111,132 at 4% or $74,088 at 6%; with 100% employer match about $83,349 at 4% or $55,566 at 6%. |
| Gilliam, Wharram & Co. PC. 401K Retirement Plan | - | 10 | $160,294 | $66,679 | $6,668iApproximate average salary by contribution assumption: employee only about $166,698 at 4% or $111,132 at 6%; with 50% employer match about $111,132 at 4% or $74,088 at 6%; with 100% employer match about $83,349 at 4% or $55,566 at 6%. |
| 1999 | 1 | 10 | $114,558 | $32,417 | $3,242iApproximate average salary by contribution assumption: employee only about $81,043 at 4% or $54,028 at 6%; with 50% employer match about $54,028 at 4% or $36,019 at 6%; with 100% employer match about $40,521 at 4% or $27,014 at 6%. |
| Gilliam, Wharram & Co. PC. 401K Retirement Plan | - | 10 | $114,558 | $32,417 | $3,242iApproximate average salary by contribution assumption: employee only about $81,043 at 4% or $54,028 at 6%; with 50% employer match about $54,028 at 4% or $36,019 at 6%; with 100% employer match about $40,521 at 4% or $27,014 at 6%. |