Civic Intelligence

George E. Whalen, M.D., P.A.

Plan context: George E. Whalen, M.D., P.A. Employees Profit Sharing Plan

EIN 76-0227353 • Houston, TX • 18 filings • 3 plans

704 Columbia StreetHouston, TX 77007
Current Snapshot

Latest Year

2015

2015 Participants

1

2015 Assets

$405,979

2015 Contributions

$68,759

Historical Graphs

Total Assets Over Time

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

$1,918,429$959,215$0199920082015YearValue
$405,979Latest year 2015

Participants Over Time

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

630199920072015YearValue
1Latest year 2015

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
201521$405,979$0-
George E. Whalen, M.D., P.A. Employees Profit Sharing Plan-1$405,979$0-
George E. Whalen, M.D., P.A. Employees Profit Sharing Plan-0$0$0-
201413$1,672,733$0-
George E. Whalen, M.D., P.A. Employees Profit Sharing Plan-3$1,672,733--
201314$1,721,122$0-
George E. Whalen, M.D., P.A. Employees Profit Sharing Plan-4$1,721,122--
201215$1,641,819$68,759$13,752iApproximate average salary by contribution assumption: employee only about $343,795 at 4% or $229,197 at 6%; with 50% employer match about $229,197 at 4% or $152,798 at 6%; with 100% employer match about $171,898 at 4% or $114,598 at 6%.
George E. Whalen, M.D., P.A. Employees Profit Sharing Plan-5$1,641,819$68,759$13,752iApproximate average salary by contribution assumption: employee only about $343,795 at 4% or $229,197 at 6%; with 50% employer match about $229,197 at 4% or $152,798 at 6%; with 100% employer match about $171,898 at 4% or $114,598 at 6%.
201116$1,568,615$74,549$12,425iApproximate average salary by contribution assumption: employee only about $310,621 at 4% or $207,081 at 6%; with 50% employer match about $207,081 at 4% or $138,054 at 6%; with 100% employer match about $155,310 at 4% or $103,540 at 6%.
George E. Whalen, M.D., P.A. Employees Profit Sharing Plan-6$1,568,615$74,549$12,425iApproximate average salary by contribution assumption: employee only about $310,621 at 4% or $207,081 at 6%; with 50% employer match about $207,081 at 4% or $138,054 at 6%; with 100% employer match about $155,310 at 4% or $103,540 at 6%.
201015$1,589,202$68,044$13,609iApproximate average salary by contribution assumption: employee only about $340,220 at 4% or $226,813 at 6%; with 50% employer match about $226,813 at 4% or $151,209 at 6%; with 100% employer match about $170,110 at 4% or $113,407 at 6%.
George E. Whalen, M.D., P.A. Employees Profit Sharing Plan-5$1,589,202$68,044$13,609iApproximate average salary by contribution assumption: employee only about $340,220 at 4% or $226,813 at 6%; with 50% employer match about $226,813 at 4% or $151,209 at 6%; with 100% employer match about $170,110 at 4% or $113,407 at 6%.
200916$1,423,639$0-
George E. Whalen, M.D., P.A. Employees Profit Sharing Plan-6$1,423,639$0-
200814$1,390,125$0-
George E. Whalen, M.D., P.A. Employees Profit Sharing Plan-4$1,390,125--
200713$0$0-
George E. Whalen, M.D., P.A. Employees Profit Sharing Plan-3---
200614$1,918,429$65,840$16,460iApproximate average salary by contribution assumption: employee only about $411,500 at 4% or $274,333 at 6%; with 50% employer match about $274,333 at 4% or $182,889 at 6%; with 100% employer match about $205,750 at 4% or $137,167 at 6%.
George E. Whalen, M.D., P.A. Employees Profit Sharing Plan-4$1,918,429$65,840$16,460iApproximate average salary by contribution assumption: employee only about $411,500 at 4% or $274,333 at 6%; with 50% employer match about $274,333 at 4% or $182,889 at 6%; with 100% employer match about $205,750 at 4% or $137,167 at 6%.
200514$1,690,969$63,910$15,978iApproximate average salary by contribution assumption: employee only about $399,438 at 4% or $266,292 at 6%; with 50% employer match about $266,292 at 4% or $177,528 at 6%; with 100% employer match about $199,719 at 4% or $133,146 at 6%.
George E. Whalen, M.D., P.A. Employees Profit Sharing Plan-4$1,690,969$63,910$15,978iApproximate average salary by contribution assumption: employee only about $399,438 at 4% or $266,292 at 6%; with 50% employer match about $266,292 at 4% or $177,528 at 6%; with 100% employer match about $199,719 at 4% or $133,146 at 6%.
200415$1,621,061$70,294$14,059iApproximate average salary by contribution assumption: employee only about $351,470 at 4% or $234,313 at 6%; with 50% employer match about $234,313 at 4% or $156,209 at 6%; with 100% employer match about $175,735 at 4% or $117,157 at 6%.
George E. Whalen, M.D., P.A. Employees Profit Sharing Plan-5$1,621,061$70,294$14,059iApproximate average salary by contribution assumption: employee only about $351,470 at 4% or $234,313 at 6%; with 50% employer match about $234,313 at 4% or $156,209 at 6%; with 100% employer match about $175,735 at 4% or $117,157 at 6%.
200315$1,420,016$69,080$13,816iApproximate average salary by contribution assumption: employee only about $345,400 at 4% or $230,267 at 6%; with 50% employer match about $230,267 at 4% or $153,511 at 6%; with 100% employer match about $172,700 at 4% or $115,133 at 6%.
George E. Whalen, M.D., P.A. Employees Profit Sharing Plan-5$1,420,016$69,080$13,816iApproximate average salary by contribution assumption: employee only about $345,400 at 4% or $230,267 at 6%; with 50% employer match about $230,267 at 4% or $153,511 at 6%; with 100% employer match about $172,700 at 4% or $115,133 at 6%.
200215$1,136,503$50,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
George E. Whalen, M.D., P.A. Employees Profit Sharing Plan-5$1,136,503$50,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
200114$1,180,815$44,530$11,133iApproximate average salary by contribution assumption: employee only about $278,313 at 4% or $185,542 at 6%; with 50% employer match about $185,542 at 4% or $123,694 at 6%; with 100% employer match about $139,156 at 4% or $92,771 at 6%.
George E. Whalen, M.D., P.A. Employees Profit Sharing Plan-4$1,180,815$44,530$11,133iApproximate average salary by contribution assumption: employee only about $278,313 at 4% or $185,542 at 6%; with 50% employer match about $185,542 at 4% or $123,694 at 6%; with 100% employer match about $139,156 at 4% or $92,771 at 6%.
200014$1,332,545$44,439$11,110iApproximate average salary by contribution assumption: employee only about $277,744 at 4% or $185,163 at 6%; with 50% employer match about $185,163 at 4% or $123,442 at 6%; with 100% employer match about $138,872 at 4% or $92,581 at 6%.
George E. Whalen, M.D., P.A. Employees Profit Sharing Plan-4$1,332,545$44,439$11,110iApproximate average salary by contribution assumption: employee only about $277,744 at 4% or $185,163 at 6%; with 50% employer match about $185,163 at 4% or $123,442 at 6%; with 100% employer match about $138,872 at 4% or $92,581 at 6%.
199914$1,632,037$41,651$10,413iApproximate average salary by contribution assumption: employee only about $260,319 at 4% or $173,546 at 6%; with 50% employer match about $173,546 at 4% or $115,697 at 6%; with 100% employer match about $130,159 at 4% or $86,773 at 6%.
George E. Whalen, M.D., P.A. Employees Profit Sharing Plan-4$1,632,037$41,651$10,413iApproximate average salary by contribution assumption: employee only about $260,319 at 4% or $173,546 at 6%; with 50% employer match about $173,546 at 4% or $115,697 at 6%; with 100% employer match about $130,159 at 4% or $86,773 at 6%.