Civic Intelligence

W.J. Whatley Inc.

Plan context: W.J. Whatley Inc. 401K Plan

EIN 84-0613388 • 7 filings • 1 plans

Current Snapshot

Latest Year

2006

2006 Participants

53

2006 Assets

$888,238

2006 Contributions

$38,670

Historical Graphs

Total Assets Over Time

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

$896,537$448,269$0199920022004YearValue
$888,238Latest year 2004

Participants Over Time

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

57290199920022004YearValue
53Latest year 2004

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
200610$0$38,670-
W.J. Whatley Inc. 401K Plan-0-$38,670-
2004153$888,238$169,786$3,204iApproximate average salary by contribution assumption: employee only about $80,088 at 4% or $53,392 at 6%; with 50% employer match about $53,392 at 4% or $35,595 at 6%; with 100% employer match about $40,044 at 4% or $26,696 at 6%.
W.J. Whatley Inc. 401K Plan-53$888,238$169,786$3,204iApproximate average salary by contribution assumption: employee only about $80,088 at 4% or $53,392 at 6%; with 50% employer match about $53,392 at 4% or $35,595 at 6%; with 100% employer match about $40,044 at 4% or $26,696 at 6%.
2003157$896,537$150,427$2,639iApproximate average salary by contribution assumption: employee only about $65,977 at 4% or $43,985 at 6%; with 50% employer match about $43,985 at 4% or $29,323 at 6%; with 100% employer match about $32,988 at 4% or $21,992 at 6%.
W.J. Whatley Inc. 401K Plan-57$896,537$150,427$2,639iApproximate average salary by contribution assumption: employee only about $65,977 at 4% or $43,985 at 6%; with 50% employer match about $43,985 at 4% or $29,323 at 6%; with 100% employer match about $32,988 at 4% or $21,992 at 6%.
2002150$643,931$148,541$2,971iApproximate average salary by contribution assumption: employee only about $74,271 at 4% or $49,514 at 6%; with 50% employer match about $49,514 at 4% or $33,009 at 6%; with 100% employer match about $37,135 at 4% or $24,757 at 6%.
W.J. Whatley Inc. 401K Plan-50$643,931$148,541$2,971iApproximate average salary by contribution assumption: employee only about $74,271 at 4% or $49,514 at 6%; with 50% employer match about $49,514 at 4% or $33,009 at 6%; with 100% employer match about $37,135 at 4% or $24,757 at 6%.
2001147$538,806$144,470$3,074iApproximate average salary by contribution assumption: employee only about $76,846 at 4% or $51,230 at 6%; with 50% employer match about $51,230 at 4% or $34,154 at 6%; with 100% employer match about $38,423 at 4% or $25,615 at 6%.
W.J. Whatley Inc. 401K Plan-47$538,806$144,470$3,074iApproximate average salary by contribution assumption: employee only about $76,846 at 4% or $51,230 at 6%; with 50% employer match about $51,230 at 4% or $34,154 at 6%; with 100% employer match about $38,423 at 4% or $25,615 at 6%.
2000157$545,793$201,138$3,529iApproximate average salary by contribution assumption: employee only about $88,218 at 4% or $58,812 at 6%; with 50% employer match about $58,812 at 4% or $39,208 at 6%; with 100% employer match about $44,109 at 4% or $29,406 at 6%.
W.J. Whatley Inc. 401K Plan-57$545,793$201,138$3,529iApproximate average salary by contribution assumption: employee only about $88,218 at 4% or $58,812 at 6%; with 50% employer match about $58,812 at 4% or $39,208 at 6%; with 100% employer match about $44,109 at 4% or $29,406 at 6%.
1999149$446,193$114,580$2,338iApproximate average salary by contribution assumption: employee only about $58,459 at 4% or $38,973 at 6%; with 50% employer match about $38,973 at 4% or $25,982 at 6%; with 100% employer match about $29,230 at 4% or $19,486 at 6%.
W.J. Whatley Inc. 401K Plan-49$446,193$114,580$2,338iApproximate average salary by contribution assumption: employee only about $58,459 at 4% or $38,973 at 6%; with 50% employer match about $38,973 at 4% or $25,982 at 6%; with 100% employer match about $29,230 at 4% or $19,486 at 6%.