Civic Intelligence

Whittaker Insurance Agency Inc.

Plan context: Whittaker Insurance Agency Inc. Profit Sharing Plan

EIN 77-0116516 • Cupertino, CA • 20 filings • 1 plans

20395 Pacifica Drive, Suite 108Cupertino, CA 95014
Current Snapshot

Latest Year

2018

2018 Participants

4

2018 Assets

$1,440,822

2018 Contributions

$42,368

Historical Graphs

Total Assets Over Time

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

$1,440,822$720,411$0199920082017YearValue
$1,440,822Latest year 2017

Participants Over Time

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

530199920082017YearValue
4Latest year 2017

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
201810$0$0-
Whittaker Insurance Agency Inc. Profit Sharing Plan-0$0$0-
201714$1,440,822$42,368$10,592iApproximate average salary by contribution assumption: employee only about $264,800 at 4% or $176,533 at 6%; with 50% employer match about $176,533 at 4% or $117,689 at 6%; with 100% employer match about $132,400 at 4% or $88,267 at 6%.
Whittaker Insurance Agency Inc. Profit Sharing Plan-4$1,440,822$42,368$10,592iApproximate average salary by contribution assumption: employee only about $264,800 at 4% or $176,533 at 6%; with 50% employer match about $176,533 at 4% or $117,689 at 6%; with 100% employer match about $132,400 at 4% or $88,267 at 6%.
201614$1,200,217$39,000$9,750iApproximate average salary by contribution assumption: employee only about $243,750 at 4% or $162,500 at 6%; with 50% employer match about $162,500 at 4% or $108,333 at 6%; with 100% employer match about $121,875 at 4% or $81,250 at 6%.
Whittaker Insurance Agency Inc. Profit Sharing Plan-4$1,200,217$39,000$9,750iApproximate average salary by contribution assumption: employee only about $243,750 at 4% or $162,500 at 6%; with 50% employer match about $162,500 at 4% or $108,333 at 6%; with 100% employer match about $121,875 at 4% or $81,250 at 6%.
201513$1,076,730$34,000$11,333iApproximate average salary by contribution assumption: employee only about $283,333 at 4% or $188,889 at 6%; with 50% employer match about $188,889 at 4% or $125,926 at 6%; with 100% employer match about $141,667 at 4% or $94,444 at 6%.
Whittaker Insurance Agency Inc. Profit Sharing Plan-3$1,076,730$34,000$11,333iApproximate average salary by contribution assumption: employee only about $283,333 at 4% or $188,889 at 6%; with 50% employer match about $188,889 at 4% or $125,926 at 6%; with 100% employer match about $141,667 at 4% or $94,444 at 6%.
201413$1,063,403$32,062$10,687iApproximate average salary by contribution assumption: employee only about $267,183 at 4% or $178,122 at 6%; with 50% employer match about $178,122 at 4% or $118,748 at 6%; with 100% employer match about $133,592 at 4% or $89,061 at 6%.
Whittaker Insurance Agency Inc. Profit Sharing Plan-3$1,063,403$32,062$10,687iApproximate average salary by contribution assumption: employee only about $267,183 at 4% or $178,122 at 6%; with 50% employer match about $178,122 at 4% or $118,748 at 6%; with 100% employer match about $133,592 at 4% or $89,061 at 6%.
201313$940,339$22,406$7,469iApproximate average salary by contribution assumption: employee only about $186,717 at 4% or $124,478 at 6%; with 50% employer match about $124,478 at 4% or $82,985 at 6%; with 100% employer match about $93,358 at 4% or $62,239 at 6%.
Whittaker Insurance Agency Inc. Profit Sharing Plan-3$940,339$22,406$7,469iApproximate average salary by contribution assumption: employee only about $186,717 at 4% or $124,478 at 6%; with 50% employer match about $124,478 at 4% or $82,985 at 6%; with 100% employer match about $93,358 at 4% or $62,239 at 6%.
201213$710,989$53,821$17,940iApproximate average salary by contribution assumption: employee only about $448,508 at 4% or $299,006 at 6%; with 50% employer match about $299,006 at 4% or $199,337 at 6%; with 100% employer match about $224,254 at 4% or $149,503 at 6%.
Whittaker Insurance Agency Inc. Profit Sharing Plan-3$710,989$53,821$17,940iApproximate average salary by contribution assumption: employee only about $448,508 at 4% or $299,006 at 6%; with 50% employer match about $299,006 at 4% or $199,337 at 6%; with 100% employer match about $224,254 at 4% or $149,503 at 6%.
201115$606,302$50,879$10,176iApproximate average salary by contribution assumption: employee only about $254,395 at 4% or $169,597 at 6%; with 50% employer match about $169,597 at 4% or $113,064 at 6%; with 100% employer match about $127,197 at 4% or $84,798 at 6%.
Whittaker Insurance Agency Inc. Profit Sharing Plan-5$606,302$50,879$10,176iApproximate average salary by contribution assumption: employee only about $254,395 at 4% or $169,597 at 6%; with 50% employer match about $169,597 at 4% or $113,064 at 6%; with 100% employer match about $127,197 at 4% or $84,798 at 6%.
201015$556,008$36,284$7,257iApproximate average salary by contribution assumption: employee only about $181,420 at 4% or $120,947 at 6%; with 50% employer match about $120,947 at 4% or $80,631 at 6%; with 100% employer match about $90,710 at 4% or $60,473 at 6%.
Whittaker Insurance Agency Inc. Profit Sharing Plan-5$556,008$36,284$7,257iApproximate average salary by contribution assumption: employee only about $181,420 at 4% or $120,947 at 6%; with 50% employer match about $120,947 at 4% or $80,631 at 6%; with 100% employer match about $90,710 at 4% or $60,473 at 6%.
200915$483,958$42,911$8,582iApproximate average salary by contribution assumption: employee only about $214,555 at 4% or $143,037 at 6%; with 50% employer match about $143,037 at 4% or $95,358 at 6%; with 100% employer match about $107,278 at 4% or $71,518 at 6%.
Whittaker Insurance Agency Inc. Profit Sharing Plan-5$483,958$42,911$8,582iApproximate average salary by contribution assumption: employee only about $214,555 at 4% or $143,037 at 6%; with 50% employer match about $143,037 at 4% or $95,358 at 6%; with 100% employer match about $107,278 at 4% or $71,518 at 6%.
200814$363,665$32,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
Whittaker Insurance Agency Inc. Profit Sharing Plan-4$363,665$32,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
200713$459,509$42,716$14,239iApproximate average salary by contribution assumption: employee only about $355,967 at 4% or $237,311 at 6%; with 50% employer match about $237,311 at 4% or $158,207 at 6%; with 100% employer match about $177,983 at 4% or $118,656 at 6%.
Whittaker Insurance Agency Inc. Profit Sharing Plan-3$459,509$42,716$14,239iApproximate average salary by contribution assumption: employee only about $355,967 at 4% or $237,311 at 6%; with 50% employer match about $237,311 at 4% or $158,207 at 6%; with 100% employer match about $177,983 at 4% or $118,656 at 6%.
200613$409,622$43,000$14,333iApproximate average salary by contribution assumption: employee only about $358,333 at 4% or $238,889 at 6%; with 50% employer match about $238,889 at 4% or $159,259 at 6%; with 100% employer match about $179,167 at 4% or $119,444 at 6%.
Whittaker Insurance Agency Inc. Profit Sharing Plan-3$409,622$43,000$14,333iApproximate average salary by contribution assumption: employee only about $358,333 at 4% or $238,889 at 6%; with 50% employer match about $238,889 at 4% or $159,259 at 6%; with 100% employer match about $179,167 at 4% or $119,444 at 6%.
200514$338,346$46,240$11,560iApproximate average salary by contribution assumption: employee only about $289,000 at 4% or $192,667 at 6%; with 50% employer match about $192,667 at 4% or $128,444 at 6%; with 100% employer match about $144,500 at 4% or $96,333 at 6%.
Whittaker Insurance Agency Inc. Profit Sharing Plan-4$338,346$46,240$11,560iApproximate average salary by contribution assumption: employee only about $289,000 at 4% or $192,667 at 6%; with 50% employer match about $192,667 at 4% or $128,444 at 6%; with 100% employer match about $144,500 at 4% or $96,333 at 6%.
200412$269,150$48,147$24,074iApproximate average salary by contribution assumption: employee only about $601,838 at 4% or $401,225 at 6%; with 50% employer match about $401,225 at 4% or $267,483 at 6%; with 100% employer match about $300,919 at 4% or $200,613 at 6%.
Whittaker Insurance Agency Inc. Profit Sharing Plan-2$269,150$48,147$24,074iApproximate average salary by contribution assumption: employee only about $601,838 at 4% or $401,225 at 6%; with 50% employer match about $401,225 at 4% or $267,483 at 6%; with 100% employer match about $300,919 at 4% or $200,613 at 6%.
200312$202,994$45,791$22,896iApproximate average salary by contribution assumption: employee only about $572,388 at 4% or $381,592 at 6%; with 50% employer match about $381,592 at 4% or $254,394 at 6%; with 100% employer match about $286,194 at 4% or $190,796 at 6%.
Whittaker Insurance Agency Inc. Profit Sharing Plan-2$202,994$45,791$22,896iApproximate average salary by contribution assumption: employee only about $572,388 at 4% or $381,592 at 6%; with 50% employer match about $381,592 at 4% or $254,394 at 6%; with 100% employer match about $286,194 at 4% or $190,796 at 6%.
200214$158,769$48,322$12,081iApproximate average salary by contribution assumption: employee only about $302,013 at 4% or $201,342 at 6%; with 50% employer match about $201,342 at 4% or $134,228 at 6%; with 100% employer match about $151,006 at 4% or $100,671 at 6%.
Whittaker Insurance Agency Inc. Profit Sharing Plan-4$158,769$48,322$12,081iApproximate average salary by contribution assumption: employee only about $302,013 at 4% or $201,342 at 6%; with 50% employer match about $201,342 at 4% or $134,228 at 6%; with 100% employer match about $151,006 at 4% or $100,671 at 6%.
200114$135,086$35,026$8,757iApproximate average salary by contribution assumption: employee only about $218,913 at 4% or $145,942 at 6%; with 50% employer match about $145,942 at 4% or $97,294 at 6%; with 100% employer match about $109,456 at 4% or $72,971 at 6%.
Whittaker Insurance Agency Inc. Profit Sharing Plan-4$135,086$35,026$8,757iApproximate average salary by contribution assumption: employee only about $218,913 at 4% or $145,942 at 6%; with 50% employer match about $145,942 at 4% or $97,294 at 6%; with 100% employer match about $109,456 at 4% or $72,971 at 6%.
200014$117,924$38,194$9,549iApproximate average salary by contribution assumption: employee only about $238,713 at 4% or $159,142 at 6%; with 50% employer match about $159,142 at 4% or $106,094 at 6%; with 100% employer match about $119,356 at 4% or $79,571 at 6%.
Whittaker Insurance Agency Inc. Profit Sharing Plan-4$117,924$38,194$9,549iApproximate average salary by contribution assumption: employee only about $238,713 at 4% or $159,142 at 6%; with 50% employer match about $159,142 at 4% or $106,094 at 6%; with 100% employer match about $119,356 at 4% or $79,571 at 6%.
199915$99,636$35,236$7,047iApproximate average salary by contribution assumption: employee only about $176,180 at 4% or $117,453 at 6%; with 50% employer match about $117,453 at 4% or $78,302 at 6%; with 100% employer match about $88,090 at 4% or $58,727 at 6%.
Whittaker Insurance Agency Inc. Profit Sharing Plan-5$99,636$35,236$7,047iApproximate average salary by contribution assumption: employee only about $176,180 at 4% or $117,453 at 6%; with 50% employer match about $117,453 at 4% or $78,302 at 6%; with 100% employer match about $88,090 at 4% or $58,727 at 6%.