Civic Intelligence

Whitehall Financial Group Inc.

Plan context: Whitehall Financial Group Inc. Section 401K Profit Sharing Plan

EIN 84-0907463 • 7 filings • 1 plans

Current Snapshot

Latest Year

2005

2005 Participants

3

2005 Assets

$287,846

2005 Contributions

$39,661

Historical Graphs

Total Assets Over Time

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

$287,846$143,923$0199920022004YearValue
$287,846Latest year 2004

Participants Over Time

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

320199920022004YearValue
3Latest 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
200510$0$0-
Whitehall Financial Group Inc. Section 401K Profit Sharing Plan-0---
200413$287,846$39,661$13,220iApproximate average salary by contribution assumption: employee only about $330,508 at 4% or $220,339 at 6%; with 50% employer match about $220,339 at 4% or $146,893 at 6%; with 100% employer match about $165,254 at 4% or $110,169 at 6%.
Whitehall Financial Group Inc. Section 401K Profit Sharing Plan-3$287,846$39,661$13,220iApproximate average salary by contribution assumption: employee only about $330,508 at 4% or $220,339 at 6%; with 50% employer match about $220,339 at 4% or $146,893 at 6%; with 100% employer match about $165,254 at 4% or $110,169 at 6%.
200313$217,869$39,038$13,013iApproximate average salary by contribution assumption: employee only about $325,317 at 4% or $216,878 at 6%; with 50% employer match about $216,878 at 4% or $144,585 at 6%; with 100% employer match about $162,658 at 4% or $108,439 at 6%.
Whitehall Financial Group Inc. Section 401K Profit Sharing Plan-3$217,869$39,038$13,013iApproximate average salary by contribution assumption: employee only about $325,317 at 4% or $216,878 at 6%; with 50% employer match about $216,878 at 4% or $144,585 at 6%; with 100% employer match about $162,658 at 4% or $108,439 at 6%.
200213$148,549$32,015$10,672iApproximate average salary by contribution assumption: employee only about $266,792 at 4% or $177,861 at 6%; with 50% employer match about $177,861 at 4% or $118,574 at 6%; with 100% employer match about $133,396 at 4% or $88,931 at 6%.
Whitehall Financial Group Inc. Section 401K Profit Sharing Plan-3$148,549$32,015$10,672iApproximate average salary by contribution assumption: employee only about $266,792 at 4% or $177,861 at 6%; with 50% employer match about $177,861 at 4% or $118,574 at 6%; with 100% employer match about $133,396 at 4% or $88,931 at 6%.
200112$141,582$31,031$15,516iApproximate average salary by contribution assumption: employee only about $387,888 at 4% or $258,592 at 6%; with 50% employer match about $258,592 at 4% or $172,394 at 6%; with 100% employer match about $193,944 at 4% or $129,296 at 6%.
Whitehall Financial Group Inc. Section 401K Profit Sharing Plan-2$141,582$31,031$15,516iApproximate average salary by contribution assumption: employee only about $387,888 at 4% or $258,592 at 6%; with 50% employer match about $258,592 at 4% or $172,394 at 6%; with 100% employer match about $193,944 at 4% or $129,296 at 6%.
200013$147,597$34,941$11,647iApproximate average salary by contribution assumption: employee only about $291,175 at 4% or $194,117 at 6%; with 50% employer match about $194,117 at 4% or $129,411 at 6%; with 100% employer match about $145,588 at 4% or $97,058 at 6%.
Whitehall Financial Group Inc. Section 401K Profit Sharing Plan-3$147,597$34,941$11,647iApproximate average salary by contribution assumption: employee only about $291,175 at 4% or $194,117 at 6%; with 50% employer match about $194,117 at 4% or $129,411 at 6%; with 100% employer match about $145,588 at 4% or $97,058 at 6%.
199913$133,438$30,720$10,240iApproximate average salary by contribution assumption: employee only about $256,000 at 4% or $170,667 at 6%; with 50% employer match about $170,667 at 4% or $113,778 at 6%; with 100% employer match about $128,000 at 4% or $85,333 at 6%.
Whitehall Financial Group Inc. Section 401K Profit Sharing Plan-3$133,438$30,720$10,240iApproximate average salary by contribution assumption: employee only about $256,000 at 4% or $170,667 at 6%; with 50% employer match about $170,667 at 4% or $113,778 at 6%; with 100% employer match about $128,000 at 4% or $85,333 at 6%.