Whittaker & Associates Inc.
Plan context: Whittaker & Associates Inc., 401(K) Plan
EIN 82-0512165 • Boise, ID • 13 filings • 3 plans
Current Snapshot
Latest Year
2022
2022 Participants
7
2022 Assets
$1,435,610
2022 Contributions
$10,218
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 |
|---|---|---|---|---|---|
| 2022 | 2 | 0 | $0 | $0 | - |
| Whittaker & Associates Inc., 401(K) Plan | - | 0 | $0 | - | - |
| WHITTAKER & ASSOCIATES, INC. CASH BALANCE PLAN | - | 0 | $0 | - | - |
| 2021 | 2 | 7 | $1,435,610 | $10,218 | $1,460iApproximate average salary by contribution assumption: employee only about $36,493 at 4% or $24,329 at 6%; with 50% employer match about $24,329 at 4% or $16,219 at 6%; with 100% employer match about $18,246 at 4% or $12,164 at 6%. |
| Whittaker & Associates Inc., 401(K) Plan | - | 7 | $1,176,213 | $10,218 | $1,460iApproximate average salary by contribution assumption: employee only about $36,493 at 4% or $24,329 at 6%; with 50% employer match about $24,329 at 4% or $16,219 at 6%; with 100% employer match about $18,246 at 4% or $12,164 at 6%. |
| WHITTAKER & ASSOCIATES, INC. CASH BALANCE PLAN | - | 6 | $259,397 | $0 | - |
| 2020 | 2 | 7 | $1,333,137 | $508,686 | $72,669iApproximate average salary by contribution assumption: employee only about $1,816,736 at 4% or $1,211,157 at 6%; with 50% employer match about $1,211,157 at 4% or $807,438 at 6%; with 100% employer match about $908,368 at 4% or $605,579 at 6%. |
| Whittaker & Associates Inc., 401(K) Plan | - | 7 | $1,099,694 | $466,966 | $66,709iApproximate average salary by contribution assumption: employee only about $1,667,736 at 4% or $1,111,824 at 6%; with 50% employer match about $1,111,824 at 4% or $741,216 at 6%; with 100% employer match about $833,868 at 4% or $555,912 at 6%. |
| WHITTAKER & ASSOCIATES, INC. CASH BALANCE PLAN | - | 6 | $233,443 | $41,720 | $6,953iApproximate average salary by contribution assumption: employee only about $173,833 at 4% or $115,889 at 6%; with 50% employer match about $115,889 at 4% or $77,259 at 6%; with 100% employer match about $86,917 at 4% or $57,944 at 6%. |
| 2019 | 2 | 6 | $671,264 | $170,208 | $28,368iApproximate average salary by contribution assumption: employee only about $709,200 at 4% or $472,800 at 6%; with 50% employer match about $472,800 at 4% or $315,200 at 6%; with 100% employer match about $354,600 at 4% or $236,400 at 6%. |
| Whittaker & Associates Inc., 401(K) Plan | - | 6 | $507,734 | $83,268 | $13,878iApproximate average salary by contribution assumption: employee only about $346,950 at 4% or $231,300 at 6%; with 50% employer match about $231,300 at 4% or $154,200 at 6%; with 100% employer match about $173,475 at 4% or $115,650 at 6%. |
| WHITTAKER & ASSOCIATES, INC. CASH BALANCE PLAN | - | 5 | $163,530 | $86,940 | $17,388iApproximate average salary by contribution assumption: employee only about $434,700 at 4% or $289,800 at 6%; with 50% employer match about $289,800 at 4% or $193,200 at 6%; with 100% employer match about $217,350 at 4% or $144,900 at 6%. |
| 2018 | 2 | 4 | $418,957 | $139,362 | $34,841iApproximate average salary by contribution assumption: employee only about $871,013 at 4% or $580,675 at 6%; with 50% employer match about $580,675 at 4% or $387,117 at 6%; with 100% employer match about $435,506 at 4% or $290,338 at 6%. |
| Whittaker & Associates Inc., 401(K) Plan | - | 4 | $346,202 | $66,607 | $16,652iApproximate average salary by contribution assumption: employee only about $416,294 at 4% or $277,529 at 6%; with 50% employer match about $277,529 at 4% or $185,019 at 6%; with 100% employer match about $208,147 at 4% or $138,765 at 6%. |
| WHITTAKER & ASSOCIATES, INC. CASH BALANCE PLAN | - | 4 | $72,755 | $72,755 | $18,189iApproximate average salary by contribution assumption: employee only about $454,719 at 4% or $303,146 at 6%; with 50% employer match about $303,146 at 4% or $202,097 at 6%; with 100% employer match about $227,359 at 4% or $151,573 at 6%. |
| 2017 | 1 | 4 | $300,418 | $79,143 | $19,786iApproximate average salary by contribution assumption: employee only about $494,644 at 4% or $329,763 at 6%; with 50% employer match about $329,763 at 4% or $219,842 at 6%; with 100% employer match about $247,322 at 4% or $164,881 at 6%. |
| Whittaker & Associates Inc., 401(K) Plan | - | 4 | $300,418 | $79,143 | $19,786iApproximate average salary by contribution assumption: employee only about $494,644 at 4% or $329,763 at 6%; with 50% employer match about $329,763 at 4% or $219,842 at 6%; with 100% employer match about $247,322 at 4% or $164,881 at 6%. |
| 2016 | 1 | 4 | $190,134 | $90,268 | $22,567iApproximate average salary by contribution assumption: employee only about $564,175 at 4% or $376,117 at 6%; with 50% employer match about $376,117 at 4% or $250,744 at 6%; with 100% employer match about $282,088 at 4% or $188,058 at 6%. |
| Whittaker & Associates Inc., 401(K) Plan | - | 4 | $190,134 | $90,268 | $22,567iApproximate average salary by contribution assumption: employee only about $564,175 at 4% or $376,117 at 6%; with 50% employer match about $376,117 at 4% or $250,744 at 6%; with 100% employer match about $282,088 at 4% or $188,058 at 6%. |
| 2015 | 1 | 3 | $94,555 | $97,229 | $32,410iApproximate average salary by contribution assumption: employee only about $810,242 at 4% or $540,161 at 6%; with 50% employer match about $540,161 at 4% or $360,107 at 6%; with 100% employer match about $405,121 at 4% or $270,081 at 6%. |
| Whittaker & Associates Inc., 401(K) Plan | - | 3 | $94,555 | $97,229 | $32,410iApproximate average salary by contribution assumption: employee only about $810,242 at 4% or $540,161 at 6%; with 50% employer match about $540,161 at 4% or $360,107 at 6%; with 100% employer match about $405,121 at 4% or $270,081 at 6%. |