The James R. Whelan Agency LLC
Plan context: The James R. Whelan Agency 401(K) Plan
EIN 80-0272309 • Ocala, FL • 7 filings • 6 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$43,063
2025 Contributions
$22,214
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 3 | $43,063 | $22,214 | $7,405iApproximate average salary by contribution assumption: employee only about $185,117 at 4% or $123,411 at 6%; with 50% employer match about $123,411 at 4% or $82,274 at 6%; with 100% employer match about $92,558 at 4% or $61,706 at 6%. |
| The James R. Whelan Agency 401(K) Plan | - | 3 | $43,063 | $22,214 | $7,405iApproximate average salary by contribution assumption: employee only about $185,117 at 4% or $123,411 at 6%; with 50% employer match about $123,411 at 4% or $82,274 at 6%; with 100% employer match about $92,558 at 4% or $61,706 at 6%. |
| 2024 | 1 | 3 | $27,642 | $27,542 | $9,181iApproximate average salary by contribution assumption: employee only about $229,517 at 4% or $153,011 at 6%; with 50% employer match about $153,011 at 4% or $102,007 at 6%; with 100% employer match about $114,758 at 4% or $76,506 at 6%. |
| The James R. Whelan Agency 401(K) Plan | - | 3 | $27,642 | $27,542 | $9,181iApproximate average salary by contribution assumption: employee only about $229,517 at 4% or $153,011 at 6%; with 50% employer match about $153,011 at 4% or $102,007 at 6%; with 100% employer match about $114,758 at 4% or $76,506 at 6%. |
| 2019 | 1 | 0 | $0 | $0 | - |
| THE JRWA RETIREMENT SAVINGS PLAN | - | 0 | $0 | $0 | - |
| 2011 | 2 | 2 | $4,087 | $1,853 | $927iApproximate average salary by contribution assumption: employee only about $23,163 at 4% or $15,442 at 6%; with 50% employer match about $15,442 at 4% or $10,294 at 6%; with 100% employer match about $11,581 at 4% or $7,721 at 6%. |
| James R Whelan Agency LLC | - | 2 | $4,087 | $1,853 | $927iApproximate average salary by contribution assumption: employee only about $23,163 at 4% or $15,442 at 6%; with 50% employer match about $15,442 at 4% or $10,294 at 6%; with 100% employer match about $11,581 at 4% or $7,721 at 6%. |
| James R Whelan Agency LLC | - | 0 | $0 | - | - |
| 2009 | 1 | 0 | $10,362 | $4,222 | - |
| James R Whelan Agency LLC | - | 0 | $10,362 | $4,222 | - |
| 2008 | 1 | 2 | $0 | $0 | - |
| James R Whelan Agency LLC | - | 2 | - | - | - |