Civic Intelligence

Patrick Whitaker

Plan context: Whitaker Financial Services 401(K) Profit Sharing Plan

EIN 77-0326609 • San Jose, CA • 7 filings • 1 plans

1276 Lincoln AvenueSuite 202San Jose, CA 95125
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$1,565,346

2025 Contributions

$279,712

Historical Graphs

Total Assets Over Time

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

$1,565,346$782,673$0201920222025YearValue
$1,565,346Latest year 2025

Participants Over Time

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

420201920222025YearValue
3Latest year 2025

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
202513$1,565,346$279,712$93,237iApproximate average salary by contribution assumption: employee only about $2,330,933 at 4% or $1,553,956 at 6%; with 50% employer match about $1,553,956 at 4% or $1,035,970 at 6%; with 100% employer match about $1,165,467 at 4% or $776,978 at 6%.
Whitaker Financial Services 401(K) Profit Sharing Plan-3$1,565,346$279,712$93,237iApproximate average salary by contribution assumption: employee only about $2,330,933 at 4% or $1,553,956 at 6%; with 50% employer match about $1,553,956 at 4% or $1,035,970 at 6%; with 100% employer match about $1,165,467 at 4% or $776,978 at 6%.
202413$1,078,764$63,817$21,272iApproximate average salary by contribution assumption: employee only about $531,808 at 4% or $354,539 at 6%; with 50% employer match about $354,539 at 4% or $236,359 at 6%; with 100% employer match about $265,904 at 4% or $177,269 at 6%.
Whitaker Financial Services 401(K) Profit Sharing Plan-3$1,078,764$63,817$21,272iApproximate average salary by contribution assumption: employee only about $531,808 at 4% or $354,539 at 6%; with 50% employer match about $354,539 at 4% or $236,359 at 6%; with 100% employer match about $265,904 at 4% or $177,269 at 6%.
202314$924,119$70,283$17,571iApproximate average salary by contribution assumption: employee only about $439,269 at 4% or $292,846 at 6%; with 50% employer match about $292,846 at 4% or $195,231 at 6%; with 100% employer match about $219,634 at 4% or $146,423 at 6%.
Whitaker Financial Services 401(K) Profit Sharing Plan-4$924,119$70,283$17,571iApproximate average salary by contribution assumption: employee only about $439,269 at 4% or $292,846 at 6%; with 50% employer match about $292,846 at 4% or $195,231 at 6%; with 100% employer match about $219,634 at 4% or $146,423 at 6%.
202214$709,550$60,466$15,117iApproximate average salary by contribution assumption: employee only about $377,913 at 4% or $251,942 at 6%; with 50% employer match about $251,942 at 4% or $167,961 at 6%; with 100% employer match about $188,956 at 4% or $125,971 at 6%.
Whitaker Financial Services 401(K) Profit Sharing Plan-4$709,550$60,466$15,117iApproximate average salary by contribution assumption: employee only about $377,913 at 4% or $251,942 at 6%; with 50% employer match about $251,942 at 4% or $167,961 at 6%; with 100% employer match about $188,956 at 4% or $125,971 at 6%.
202113$829,531$47,151$15,717iApproximate average salary by contribution assumption: employee only about $392,925 at 4% or $261,950 at 6%; with 50% employer match about $261,950 at 4% or $174,633 at 6%; with 100% employer match about $196,463 at 4% or $130,975 at 6%.
Whitaker Financial Services 401(K) Profit Sharing Plan-3$829,531$47,151$15,717iApproximate average salary by contribution assumption: employee only about $392,925 at 4% or $261,950 at 6%; with 50% employer match about $261,950 at 4% or $174,633 at 6%; with 100% employer match about $196,463 at 4% or $130,975 at 6%.
202013$693,004$41,595$13,865iApproximate average salary by contribution assumption: employee only about $346,625 at 4% or $231,083 at 6%; with 50% employer match about $231,083 at 4% or $154,056 at 6%; with 100% employer match about $173,313 at 4% or $115,542 at 6%.
Whitaker Financial Services 401(K) Profit Sharing Plan-3$693,004$41,595$13,865iApproximate average salary by contribution assumption: employee only about $346,625 at 4% or $231,083 at 6%; with 50% employer match about $231,083 at 4% or $154,056 at 6%; with 100% employer match about $173,313 at 4% or $115,542 at 6%.
201913$862,068$36,175$12,058iApproximate average salary by contribution assumption: employee only about $301,458 at 4% or $200,972 at 6%; with 50% employer match about $200,972 at 4% or $133,981 at 6%; with 100% employer match about $150,729 at 4% or $100,486 at 6%.
Whitaker Financial Services 401(K) Profit Sharing Plan-3$862,068$36,175$12,058iApproximate average salary by contribution assumption: employee only about $301,458 at 4% or $200,972 at 6%; with 50% employer match about $200,972 at 4% or $133,981 at 6%; with 100% employer match about $150,729 at 4% or $100,486 at 6%.