Civic Intelligence

Whitney Benefits Inc.

Plan context: 403(B) Whitney Benefits Plan

EIN 83-0168511 • Sheridan, WY • 17 filings • 2 plans

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145 N. Connor, Ste 1Sheridan, WY 82801
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$975,056

2024 Contributions

$168,282

Historical Graphs

Total Assets Over Time

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

$1,818,974$909,487$0200920172024YearValue
$975,056Latest year 2024

Participants Over Time

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

22110200920172024YearValue
14Latest year 2024

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
2024114$975,056$168,282$12,020iApproximate average salary by contribution assumption: employee only about $300,504 at 4% or $200,336 at 6%; with 50% employer match about $200,336 at 4% or $133,557 at 6%; with 100% employer match about $150,252 at 4% or $100,168 at 6%.
403(B) Whitney Benefits Plan-14$975,056$168,282$12,020iApproximate average salary by contribution assumption: employee only about $300,504 at 4% or $200,336 at 6%; with 50% employer match about $200,336 at 4% or $133,557 at 6%; with 100% employer match about $150,252 at 4% or $100,168 at 6%.
2023114$736,467$108,238$7,731iApproximate average salary by contribution assumption: employee only about $193,282 at 4% or $128,855 at 6%; with 50% employer match about $128,855 at 4% or $85,903 at 6%; with 100% employer match about $96,641 at 4% or $64,427 at 6%.
403(B) Whitney Benefits Plan-14$736,467$108,238$7,731iApproximate average salary by contribution assumption: employee only about $193,282 at 4% or $128,855 at 6%; with 50% employer match about $128,855 at 4% or $85,903 at 6%; with 100% employer match about $96,641 at 4% or $64,427 at 6%.
2022116$1,688,841$192,521$12,033iApproximate average salary by contribution assumption: employee only about $300,814 at 4% or $200,543 at 6%; with 50% employer match about $200,543 at 4% or $133,695 at 6%; with 100% employer match about $150,407 at 4% or $100,271 at 6%.
403(B) Whitney Benefits Plan-16$1,688,841$192,521$12,033iApproximate average salary by contribution assumption: employee only about $300,814 at 4% or $200,543 at 6%; with 50% employer match about $200,543 at 4% or $133,695 at 6%; with 100% employer match about $150,407 at 4% or $100,271 at 6%.
2021116$1,818,974$209,749$13,109iApproximate average salary by contribution assumption: employee only about $327,733 at 4% or $218,489 at 6%; with 50% employer match about $218,489 at 4% or $145,659 at 6%; with 100% employer match about $163,866 at 4% or $109,244 at 6%.
403(B) Whitney Benefits Plan-16$1,818,974$209,749$13,109iApproximate average salary by contribution assumption: employee only about $327,733 at 4% or $218,489 at 6%; with 50% employer match about $218,489 at 4% or $145,659 at 6%; with 100% employer match about $163,866 at 4% or $109,244 at 6%.
2020115$1,437,048$107,957$7,197iApproximate average salary by contribution assumption: employee only about $179,928 at 4% or $119,952 at 6%; with 50% employer match about $119,952 at 4% or $79,968 at 6%; with 100% employer match about $89,964 at 4% or $59,976 at 6%.
403(B) Whitney Benefits Plan-15$1,437,048$107,957$7,197iApproximate average salary by contribution assumption: employee only about $179,928 at 4% or $119,952 at 6%; with 50% employer match about $119,952 at 4% or $79,968 at 6%; with 100% employer match about $89,964 at 4% or $59,976 at 6%.
2019115$1,338,887$104,834$6,989iApproximate average salary by contribution assumption: employee only about $174,723 at 4% or $116,482 at 6%; with 50% employer match about $116,482 at 4% or $77,655 at 6%; with 100% employer match about $87,362 at 4% or $58,241 at 6%.
403(B) Whitney Benefits Plan-15$1,338,887$104,834$6,989iApproximate average salary by contribution assumption: employee only about $174,723 at 4% or $116,482 at 6%; with 50% employer match about $116,482 at 4% or $77,655 at 6%; with 100% employer match about $87,362 at 4% or $58,241 at 6%.
2018114$1,031,518$96,703$6,907iApproximate average salary by contribution assumption: employee only about $172,684 at 4% or $115,123 at 6%; with 50% employer match about $115,123 at 4% or $76,748 at 6%; with 100% employer match about $86,342 at 4% or $57,561 at 6%.
403(B) Whitney Benefits Plan-14$1,031,518$96,703$6,907iApproximate average salary by contribution assumption: employee only about $172,684 at 4% or $115,123 at 6%; with 50% employer match about $115,123 at 4% or $76,748 at 6%; with 100% employer match about $86,342 at 4% or $57,561 at 6%.
2017115$1,042,034$71,882$4,792iApproximate average salary by contribution assumption: employee only about $119,803 at 4% or $79,869 at 6%; with 50% employer match about $79,869 at 4% or $53,246 at 6%; with 100% employer match about $59,902 at 4% or $39,934 at 6%.
403(B) Whitney Benefits Plan-15$1,042,034$71,882$4,792iApproximate average salary by contribution assumption: employee only about $119,803 at 4% or $79,869 at 6%; with 50% employer match about $79,869 at 4% or $53,246 at 6%; with 100% employer match about $59,902 at 4% or $39,934 at 6%.
2016118$1,248,667$80,512$4,473iApproximate average salary by contribution assumption: employee only about $111,822 at 4% or $74,548 at 6%; with 50% employer match about $74,548 at 4% or $49,699 at 6%; with 100% employer match about $55,911 at 4% or $37,274 at 6%.
403(B) Whitney Benefits Plan-18$1,248,667$80,512$4,473iApproximate average salary by contribution assumption: employee only about $111,822 at 4% or $74,548 at 6%; with 50% employer match about $74,548 at 4% or $49,699 at 6%; with 100% employer match about $55,911 at 4% or $37,274 at 6%.
2015119$1,084,210$84,337$4,439iApproximate average salary by contribution assumption: employee only about $110,970 at 4% or $73,980 at 6%; with 50% employer match about $73,980 at 4% or $49,320 at 6%; with 100% employer match about $55,485 at 4% or $36,990 at 6%.
403(B) Whitney Benefits Plan-19$1,084,210$84,337$4,439iApproximate average salary by contribution assumption: employee only about $110,970 at 4% or $73,980 at 6%; with 50% employer match about $73,980 at 4% or $49,320 at 6%; with 100% employer match about $55,485 at 4% or $36,990 at 6%.
2014122$1,003,366$90,388$4,109iApproximate average salary by contribution assumption: employee only about $102,714 at 4% or $68,476 at 6%; with 50% employer match about $68,476 at 4% or $45,651 at 6%; with 100% employer match about $51,357 at 4% or $34,238 at 6%.
403(B) Whitney Benefits Plan-22$1,003,366$90,388$4,109iApproximate average salary by contribution assumption: employee only about $102,714 at 4% or $68,476 at 6%; with 50% employer match about $68,476 at 4% or $45,651 at 6%; with 100% employer match about $51,357 at 4% or $34,238 at 6%.
2013121$870,157$98,554$4,693iApproximate average salary by contribution assumption: employee only about $117,326 at 4% or $78,217 at 6%; with 50% employer match about $78,217 at 4% or $52,145 at 6%; with 100% employer match about $58,663 at 4% or $39,109 at 6%.
403(B) Whitney Benefits Plan-21$870,157$98,554$4,693iApproximate average salary by contribution assumption: employee only about $117,326 at 4% or $78,217 at 6%; with 50% employer match about $78,217 at 4% or $52,145 at 6%; with 100% employer match about $58,663 at 4% or $39,109 at 6%.
2012118$654,859$100,963$5,609iApproximate average salary by contribution assumption: employee only about $140,226 at 4% or $93,484 at 6%; with 50% employer match about $93,484 at 4% or $62,323 at 6%; with 100% employer match about $70,113 at 4% or $46,742 at 6%.
403(B) Whitney Benefits Plan-18$654,859$100,963$5,609iApproximate average salary by contribution assumption: employee only about $140,226 at 4% or $93,484 at 6%; with 50% employer match about $93,484 at 4% or $62,323 at 6%; with 100% employer match about $70,113 at 4% or $46,742 at 6%.
2011115$474,392$72,487$4,832iApproximate average salary by contribution assumption: employee only about $120,812 at 4% or $80,541 at 6%; with 50% employer match about $80,541 at 4% or $53,694 at 6%; with 100% employer match about $60,406 at 4% or $40,271 at 6%.
403(B) Whitney Benefits Plan-15$474,392$72,487$4,832iApproximate average salary by contribution assumption: employee only about $120,812 at 4% or $80,541 at 6%; with 50% employer match about $80,541 at 4% or $53,694 at 6%; with 100% employer match about $60,406 at 4% or $40,271 at 6%.
2010116$454,959$73,315$4,582iApproximate average salary by contribution assumption: employee only about $114,555 at 4% or $76,370 at 6%; with 50% employer match about $76,370 at 4% or $50,913 at 6%; with 100% employer match about $57,277 at 4% or $38,185 at 6%.
403(B) Whitney Benefits Plan-16$454,959$73,315$4,582iApproximate average salary by contribution assumption: employee only about $114,555 at 4% or $76,370 at 6%; with 50% employer match about $76,370 at 4% or $50,913 at 6%; with 100% employer match about $57,277 at 4% or $38,185 at 6%.
2009112$341,939$80,401$6,700iApproximate average salary by contribution assumption: employee only about $167,502 at 4% or $111,668 at 6%; with 50% employer match about $111,668 at 4% or $74,445 at 6%; with 100% employer match about $83,751 at 4% or $55,834 at 6%.
403(B) Whitney Benefits Plan-12$341,939$80,401$6,700iApproximate average salary by contribution assumption: employee only about $167,502 at 4% or $111,668 at 6%; with 50% employer match about $111,668 at 4% or $74,445 at 6%; with 100% employer match about $83,751 at 4% or $55,834 at 6%.
200810$0$0-
403(B) Whitney Benefits Plan-0---