Civic Intelligence

Whitley Penn

Plan context: Whitley Penn 401K Profit Sharing Plan

EIN 75-2393478 • Fort Worth, TX • 59 filings • 11 plans

640 Taylor Street Suite 2200Fort Worth, TX 76102
Current Snapshot

Latest Year

2024

2024 Participants

744

2024 Assets

$145,231,724

2024 Contributions

$15,102,466

Historical Graphs

Total Assets Over Time

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

$145,231,724$72,615,862$0199920142024YearValue
$145,231,724Latest year 2024

Participants Over Time

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

7603800199920122024YearValue
744Latest year 2024

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
20243744$145,231,724$15,102,466$20,299iApproximate average salary by contribution assumption: employee only about $507,475 at 4% or $338,317 at 6%; with 50% employer match about $338,317 at 4% or $225,545 at 6%; with 100% employer match about $253,738 at 4% or $169,158 at 6%.
Whitley Penn 401K Profit Sharing Plan-739$134,845,972$12,142,133$16,430iApproximate average salary by contribution assumption: employee only about $410,762 at 4% or $273,842 at 6%; with 50% employer match about $273,842 at 4% or $182,561 at 6%; with 100% employer match about $205,381 at 4% or $136,921 at 6%.
WHITLEY PENN CASH BALANCE PLAN-69$10,385,752$2,960,333$42,903iApproximate average salary by contribution assumption: employee only about $1,072,584 at 4% or $715,056 at 6%; with 50% employer match about $715,056 at 4% or $476,704 at 6%; with 100% employer match about $536,292 at 4% or $357,528 at 6%.
Custom Benefit Plan for Employees of Whitley Penn-744---
20233760$120,987,686$13,272,058$17,463iApproximate average salary by contribution assumption: employee only about $436,581 at 4% or $291,054 at 6%; with 50% employer match about $291,054 at 4% or $194,036 at 6%; with 100% employer match about $218,290 at 4% or $145,527 at 6%.
Whitley Penn 401K Profit Sharing Plan-760$113,151,801$10,619,958$13,974iApproximate average salary by contribution assumption: employee only about $349,341 at 4% or $232,894 at 6%; with 50% employer match about $232,894 at 4% or $155,263 at 6%; with 100% employer match about $174,670 at 4% or $116,447 at 6%.
WHITLEY PENN LLP CASH BALANCE PLAN-65$7,835,885$2,652,100$40,802iApproximate average salary by contribution assumption: employee only about $1,020,038 at 4% or $680,026 at 6%; with 50% employer match about $680,026 at 4% or $453,350 at 6%; with 100% employer match about $510,019 at 4% or $340,013 at 6%.
Custom Benefit Plan for Employees of Whitley Penn-754---
20223689$105,402,140$14,014,360$20,340iApproximate average salary by contribution assumption: employee only about $508,504 at 4% or $339,002 at 6%; with 50% employer match about $339,002 at 4% or $226,002 at 6%; with 100% employer match about $254,252 at 4% or $169,501 at 6%.
Whitley Penn 401K Profit Sharing Plan-689$99,333,747$11,016,985$15,990iApproximate average salary by contribution assumption: employee only about $399,745 at 4% or $266,497 at 6%; with 50% employer match about $266,497 at 4% or $177,665 at 6%; with 100% employer match about $199,873 at 4% or $133,248 at 6%.
WHITLEY PENN LLP CASH BALANCE PLAN-62$6,068,393$2,997,375$48,345iApproximate average salary by contribution assumption: employee only about $1,208,619 at 4% or $805,746 at 6%; with 50% employer match about $805,746 at 4% or $537,164 at 6%; with 100% employer match about $604,309 at 4% or $402,873 at 6%.
Custom Benefit Plan for Employees of Whitley Penn-677---
20213642$118,538,441$20,197,608$31,460iApproximate average salary by contribution assumption: employee only about $786,511 at 4% or $524,341 at 6%; with 50% employer match about $524,341 at 4% or $349,561 at 6%; with 100% employer match about $393,256 at 4% or $262,170 at 6%.
Whitley Penn 401K Profit Sharing Plan-642$113,709,741$17,297,806$26,944iApproximate average salary by contribution assumption: employee only about $673,591 at 4% or $449,060 at 6%; with 50% employer match about $449,060 at 4% or $299,374 at 6%; with 100% employer match about $336,795 at 4% or $224,530 at 6%.
WHITLEY PENN LLP CASH BALANCE PLAN-67$4,828,700$2,899,802$43,281iApproximate average salary by contribution assumption: employee only about $1,082,016 at 4% or $721,344 at 6%; with 50% employer match about $721,344 at 4% or $480,896 at 6%; with 100% employer match about $541,008 at 4% or $360,672 at 6%.
Custom Benefit Plan for Employees of Whitley Penn-641---
20204600$88,932,486$19,086,583$31,811iApproximate average salary by contribution assumption: employee only about $795,274 at 4% or $530,183 at 6%; with 50% employer match about $530,183 at 4% or $353,455 at 6%; with 100% employer match about $397,637 at 4% or $265,091 at 6%.
Whitley Penn 401K Profit Sharing Plan-582$86,589,166$16,833,605$28,924iApproximate average salary by contribution assumption: employee only about $723,093 at 4% or $482,062 at 6%; with 50% employer match about $482,062 at 4% or $321,375 at 6%; with 100% employer match about $361,546 at 4% or $241,031 at 6%.
WHITLEY PENN LLP CASH BALANCE PLAN-64$2,343,320$2,252,978$35,203iApproximate average salary by contribution assumption: employee only about $880,070 at 4% or $586,713 at 6%; with 50% employer match about $586,713 at 4% or $391,142 at 6%; with 100% employer match about $440,035 at 4% or $293,357 at 6%.
Custom Benefit Plan for Employees of Whitley Penn-600---
Whitley Penn Cash Balance Pension Plan-0$0--
20193521$76,180,678$8,790,965$16,873iApproximate average salary by contribution assumption: employee only about $421,831 at 4% or $281,221 at 6%; with 50% employer match about $281,221 at 4% or $187,481 at 6%; with 100% employer match about $210,916 at 4% or $140,610 at 6%.
Whitley Penn 401K Profit Sharing Plan-512$60,682,471$6,532,965$12,760iApproximate average salary by contribution assumption: employee only about $318,992 at 4% or $212,662 at 6%; with 50% employer match about $212,662 at 4% or $141,774 at 6%; with 100% employer match about $159,496 at 4% or $106,331 at 6%.
Whitley Penn Cash Balance Pension Plan-85$15,498,207$2,258,000$26,565iApproximate average salary by contribution assumption: employee only about $664,118 at 4% or $442,745 at 6%; with 50% employer match about $442,745 at 4% or $295,163 at 6%; with 100% employer match about $332,059 at 4% or $221,373 at 6%.
Custom Benefit Plan for Employees of Whitley Penn-521---
20183485$60,319,610$7,431,695$15,323iApproximate average salary by contribution assumption: employee only about $383,077 at 4% or $255,385 at 6%; with 50% employer match about $255,385 at 4% or $170,256 at 6%; with 100% employer match about $191,539 at 4% or $127,692 at 6%.
Whitley Penn 401K Profit Sharing Plan-485$48,245,357$5,477,719$11,294iApproximate average salary by contribution assumption: employee only about $282,357 at 4% or $188,238 at 6%; with 50% employer match about $188,238 at 4% or $125,492 at 6%; with 100% employer match about $141,178 at 4% or $94,119 at 6%.
Whitley Penn Cash Balance Pension Plan-94$12,074,253$1,953,976$20,787iApproximate average salary by contribution assumption: employee only about $519,674 at 4% or $346,450 at 6%; with 50% employer match about $346,450 at 4% or $230,966 at 6%; with 100% employer match about $259,837 at 4% or $173,225 at 6%.
Custom Benefit Plan for Employees of Whitley Penn-483---
20173418$59,178,611$7,606,434$18,197iApproximate average salary by contribution assumption: employee only about $454,930 at 4% or $303,287 at 6%; with 50% employer match about $303,287 at 4% or $202,191 at 6%; with 100% employer match about $227,465 at 4% or $151,643 at 6%.
Whitley Penn 401K Profit Sharing Plan-418$47,986,571$5,908,825$14,136iApproximate average salary by contribution assumption: employee only about $353,399 at 4% or $235,599 at 6%; with 50% employer match about $235,599 at 4% or $157,066 at 6%; with 100% employer match about $176,699 at 4% or $117,800 at 6%.
Whitley Penn Cash Balance Pension Plan-92$11,192,040$1,697,609$18,452iApproximate average salary by contribution assumption: employee only about $461,307 at 4% or $307,538 at 6%; with 50% employer match about $307,538 at 4% or $205,025 at 6%; with 100% employer match about $230,653 at 4% or $153,769 at 6%.
Custom Benefit Plan for Employees of Whitley Penn-409---
20163339$47,364,914$5,241,179$15,461iApproximate average salary by contribution assumption: employee only about $386,518 at 4% or $257,678 at 6%; with 50% employer match about $257,678 at 4% or $171,786 at 6%; with 100% employer match about $193,259 at 4% or $128,839 at 6%.
Whitley Penn 401K Profit Sharing Plan-339$38,299,597$3,690,235$10,886iApproximate average salary by contribution assumption: employee only about $272,141 at 4% or $181,427 at 6%; with 50% employer match about $181,427 at 4% or $120,952 at 6%; with 100% employer match about $136,071 at 4% or $90,714 at 6%.
Whitley Penn Cash Balance Pension Plan-92$9,065,317$1,550,944$16,858iApproximate average salary by contribution assumption: employee only about $421,452 at 4% or $280,968 at 6%; with 50% employer match about $280,968 at 4% or $187,312 at 6%; with 100% employer match about $210,726 at 4% or $140,484 at 6%.
Custom Benefit Plan for Employees of Whitley Penn-310---
20153309$42,544,304$5,384,070$17,424iApproximate average salary by contribution assumption: employee only about $435,604 at 4% or $290,403 at 6%; with 50% employer match about $290,403 at 4% or $193,602 at 6%; with 100% employer match about $217,802 at 4% or $145,201 at 6%.
Whitley Penn 401K Profit Sharing Plan-309$35,255,688$3,702,463$11,982iApproximate average salary by contribution assumption: employee only about $299,552 at 4% or $199,701 at 6%; with 50% employer match about $199,701 at 4% or $133,134 at 6%; with 100% employer match about $149,776 at 4% or $99,851 at 6%.
Whitley Penn Cash Balance Pension Plan-105$7,288,616$1,681,607$16,015iApproximate average salary by contribution assumption: employee only about $400,383 at 4% or $266,922 at 6%; with 50% employer match about $266,922 at 4% or $177,948 at 6%; with 100% employer match about $200,191 at 4% or $133,461 at 6%.
Custom Benefit Plan for Employees of Whitley Penn-304---
20143340$39,735,350$4,796,718$14,108iApproximate average salary by contribution assumption: employee only about $352,700 at 4% or $235,133 at 6%; with 50% employer match about $235,133 at 4% or $156,755 at 6%; with 100% employer match about $176,350 at 4% or $117,567 at 6%.
Whitley Penn 401K Profit Sharing Plan-308$33,726,570$3,485,741$11,317iApproximate average salary by contribution assumption: employee only about $282,934 at 4% or $188,622 at 6%; with 50% employer match about $188,622 at 4% or $125,748 at 6%; with 100% employer match about $141,467 at 4% or $94,311 at 6%.
Whitley Penn Cash Balance Pension Plan-124$6,008,780$1,310,977$10,572iApproximate average salary by contribution assumption: employee only about $264,310 at 4% or $176,207 at 6%; with 50% employer match about $176,207 at 4% or $117,471 at 6%; with 100% employer match about $132,155 at 4% or $88,103 at 6%.
Custom Benefit Plan for Employees of Whitley Penn-340---
20133291$35,756,314$4,986,209$17,135iApproximate average salary by contribution assumption: employee only about $428,368 at 4% or $285,579 at 6%; with 50% employer match about $285,579 at 4% or $190,386 at 6%; with 100% employer match about $214,184 at 4% or $142,789 at 6%.
Whitley Penn 401K Profit Sharing Plan-291$30,761,474$3,606,111$12,392iApproximate average salary by contribution assumption: employee only about $309,803 at 4% or $206,536 at 6%; with 50% employer match about $206,536 at 4% or $137,690 at 6%; with 100% employer match about $154,902 at 4% or $103,268 at 6%.
Whitley Penn Cash Balance Pension Plan-106$4,994,840$1,380,098$13,020iApproximate average salary by contribution assumption: employee only about $325,495 at 4% or $216,997 at 6%; with 50% employer match about $216,997 at 4% or $144,664 at 6%; with 100% employer match about $162,747 at 4% or $108,498 at 6%.
Custom Benefit Plan for Employees of Whitley Penn-284---
20123272$26,201,347$6,518,615$23,965iApproximate average salary by contribution assumption: employee only about $599,137 at 4% or $399,425 at 6%; with 50% employer match about $399,425 at 4% or $266,283 at 6%; with 100% employer match about $299,569 at 4% or $199,712 at 6%.
Whitley Penn 401K Profit Sharing Plan-272$23,005,786$5,472,615$20,120iApproximate average salary by contribution assumption: employee only about $502,998 at 4% or $335,332 at 6%; with 50% employer match about $335,332 at 4% or $223,555 at 6%; with 100% employer match about $251,499 at 4% or $167,666 at 6%.
Whitley Penn Cash Balance Pension Plan-96$3,195,561$1,046,000$10,896iApproximate average salary by contribution assumption: employee only about $272,396 at 4% or $181,597 at 6%; with 50% employer match about $181,597 at 4% or $121,065 at 6%; with 100% employer match about $136,198 at 4% or $90,799 at 6%.
Custom Benefit Plan for Employees of Whitley Penn-252---
20113183$18,458,371$2,989,116$16,334iApproximate average salary by contribution assumption: employee only about $408,349 at 4% or $272,233 at 6%; with 50% employer match about $272,233 at 4% or $181,489 at 6%; with 100% employer match about $204,175 at 4% or $136,116 at 6%.
Whitley Penn 401K Profit Sharing Plan-183$16,484,859$1,958,563$10,703iApproximate average salary by contribution assumption: employee only about $267,563 at 4% or $178,376 at 6%; with 50% employer match about $178,376 at 4% or $118,917 at 6%; with 100% employer match about $133,782 at 4% or $89,188 at 6%.
Whitley Penn Cash Balance Pension Plan-57$1,973,512$1,030,553$18,080iApproximate average salary by contribution assumption: employee only about $451,997 at 4% or $301,331 at 6%; with 50% employer match about $301,331 at 4% or $200,888 at 6%; with 100% employer match about $225,998 at 4% or $150,666 at 6%.
Custom Benefit Plan for Employees of Whitley Penn-177---
20103151$16,478,430$2,868,038$18,994iApproximate average salary by contribution assumption: employee only about $474,841 at 4% or $316,560 at 6%; with 50% employer match about $316,560 at 4% or $211,040 at 6%; with 100% employer match about $237,420 at 4% or $158,280 at 6%.
Whitley Penn 401K Profit Sharing Plan-151$15,517,597$1,909,512$12,646iApproximate average salary by contribution assumption: employee only about $316,144 at 4% or $210,763 at 6%; with 50% employer match about $210,763 at 4% or $140,509 at 6%; with 100% employer match about $158,072 at 4% or $105,381 at 6%.
Whitley Penn Cash Balance Pension Plan-54$960,833$958,526$17,750iApproximate average salary by contribution assumption: employee only about $443,762 at 4% or $295,841 at 6%; with 50% employer match about $295,841 at 4% or $197,228 at 6%; with 100% employer match about $221,881 at 4% or $147,921 at 6%.
Custom Benefit Plan for Employees of Whitley Penn-150---
20092169$12,471,027$2,086,899$12,349iApproximate average salary by contribution assumption: employee only about $308,713 at 4% or $205,809 at 6%; with 50% employer match about $205,809 at 4% or $137,206 at 6%; with 100% employer match about $154,356 at 4% or $102,904 at 6%.
Whitley Penn 401K Profit Sharing Plan-143$12,471,027$2,086,899$14,594iApproximate average salary by contribution assumption: employee only about $364,842 at 4% or $243,228 at 6%; with 50% employer match about $243,228 at 4% or $162,152 at 6%; with 100% employer match about $182,421 at 4% or $121,614 at 6%.
Custom Benefit Plan for Employees of Whitley Penn-169---
20081171$0$1,961,856$11,473iApproximate average salary by contribution assumption: employee only about $286,821 at 4% or $191,214 at 6%; with 50% employer match about $191,214 at 4% or $127,476 at 6%; with 100% employer match about $143,411 at 4% or $95,607 at 6%.
Whitley Penn 401K Profit Sharing Plan-171-$1,961,856$11,473iApproximate average salary by contribution assumption: employee only about $286,821 at 4% or $191,214 at 6%; with 50% employer match about $191,214 at 4% or $127,476 at 6%; with 100% employer match about $143,411 at 4% or $95,607 at 6%.
20072155$10,127,615$1,615,155$10,420iApproximate average salary by contribution assumption: employee only about $260,509 at 4% or $173,673 at 6%; with 50% employer match about $173,673 at 4% or $115,782 at 6%; with 100% employer match about $130,254 at 4% or $86,836 at 6%.
Whitley Penn 401K Profit Sharing Plan-151$10,127,615$1,615,155$10,696iApproximate average salary by contribution assumption: employee only about $267,410 at 4% or $178,273 at 6%; with 50% employer match about $178,273 at 4% or $118,849 at 6%; with 100% employer match about $133,705 at 4% or $89,137 at 6%.
Custom Benefit Plan for Employees of Whitley Penn-155---
20061117$8,193,987$1,066,868$9,119iApproximate average salary by contribution assumption: employee only about $227,963 at 4% or $151,975 at 6%; with 50% employer match about $151,975 at 4% or $101,317 at 6%; with 100% employer match about $113,982 at 4% or $75,988 at 6%.
Whitley Penn 401K Profit Sharing Plan-117$8,193,987$1,066,868$9,119iApproximate average salary by contribution assumption: employee only about $227,963 at 4% or $151,975 at 6%; with 50% employer match about $151,975 at 4% or $101,317 at 6%; with 100% employer match about $113,982 at 4% or $75,988 at 6%.
2005189$6,901,882$871,259$9,789iApproximate average salary by contribution assumption: employee only about $244,736 at 4% or $163,157 at 6%; with 50% employer match about $163,157 at 4% or $108,771 at 6%; with 100% employer match about $122,368 at 4% or $81,579 at 6%.
Whitley Penn 401K Profit Sharing Plan-89$6,901,882$871,259$9,789iApproximate average salary by contribution assumption: employee only about $244,736 at 4% or $163,157 at 6%; with 50% employer match about $163,157 at 4% or $108,771 at 6%; with 100% employer match about $122,368 at 4% or $81,579 at 6%.
2004171$5,657,467$727,674$10,249iApproximate average salary by contribution assumption: employee only about $256,223 at 4% or $170,815 at 6%; with 50% employer match about $170,815 at 4% or $113,877 at 6%; with 100% employer match about $128,112 at 4% or $85,408 at 6%.
Whitley Penn 401K Profit Sharing Plan-71$5,657,467$727,674$10,249iApproximate average salary by contribution assumption: employee only about $256,223 at 4% or $170,815 at 6%; with 50% employer match about $170,815 at 4% or $113,877 at 6%; with 100% employer match about $128,112 at 4% or $85,408 at 6%.
2003167$4,534,665$693,410$10,349iApproximate average salary by contribution assumption: employee only about $258,735 at 4% or $172,490 at 6%; with 50% employer match about $172,490 at 4% or $114,993 at 6%; with 100% employer match about $129,368 at 4% or $86,245 at 6%.
Whitley Penn 401K Profit Sharing Plan-67$4,534,665$693,410$10,349iApproximate average salary by contribution assumption: employee only about $258,735 at 4% or $172,490 at 6%; with 50% employer match about $172,490 at 4% or $114,993 at 6%; with 100% employer match about $129,368 at 4% or $86,245 at 6%.
2002166$0$0-
Whitley Penn 401K Profit Sharing Plan-66---
2001158$0$0-
Whitley Penn 401K Profit Sharing Plan-58---
2000153$0$0-
Whitley Penn 401K Profit Sharing Plan-53---
1999144$2,950,322$335,265$7,620iApproximate average salary by contribution assumption: employee only about $190,491 at 4% or $126,994 at 6%; with 50% employer match about $126,994 at 4% or $84,663 at 6%; with 100% employer match about $95,246 at 4% or $63,497 at 6%.
Whitley Penn 401K Profit Sharing Plan-44$2,950,322$335,265$7,620iApproximate average salary by contribution assumption: employee only about $190,491 at 4% or $126,994 at 6%; with 50% employer match about $126,994 at 4% or $84,663 at 6%; with 100% employer match about $95,246 at 4% or $63,497 at 6%.