Civic Intelligence

Whitney Evans Ltd

Plan context: Whitney Evans Ltd 401(K) Profit Sharing Plan & Trust

EIN 84-1108751 • Denver, CO • 26 filings • 6 plans

595 S Broadway Ste 109WDenver, CO 80209-4065
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$773,226

2024 Contributions

$68,925

Historical Graphs

Total Assets Over Time

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

$773,226$386,613$0199920152024YearValue
$773,226Latest year 2024

Participants Over Time

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

630199920142024YearValue
5Latest 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
202415$773,226$68,925$13,785iApproximate average salary by contribution assumption: employee only about $344,625 at 4% or $229,750 at 6%; with 50% employer match about $229,750 at 4% or $153,167 at 6%; with 100% employer match about $172,313 at 4% or $114,875 at 6%.
Whitney Evans Ltd 401(K) Profit Sharing Plan & Trust-5$773,226$68,925$13,785iApproximate average salary by contribution assumption: employee only about $344,625 at 4% or $229,750 at 6%; with 50% employer match about $229,750 at 4% or $153,167 at 6%; with 100% employer match about $172,313 at 4% or $114,875 at 6%.
202315$622,815$105,367$21,073iApproximate average salary by contribution assumption: employee only about $526,835 at 4% or $351,223 at 6%; with 50% employer match about $351,223 at 4% or $234,149 at 6%; with 100% employer match about $263,418 at 4% or $175,612 at 6%.
Whitney Evans Ltd 401(K) Profit Sharing Plan & Trust-5$622,815$105,367$21,073iApproximate average salary by contribution assumption: employee only about $526,835 at 4% or $351,223 at 6%; with 50% employer match about $351,223 at 4% or $234,149 at 6%; with 100% employer match about $263,418 at 4% or $175,612 at 6%.
202215$428,705$87,207$17,441iApproximate average salary by contribution assumption: employee only about $436,035 at 4% or $290,690 at 6%; with 50% employer match about $290,690 at 4% or $193,793 at 6%; with 100% employer match about $218,018 at 4% or $145,345 at 6%.
Whitney Evans Ltd 401(K) Profit Sharing Plan & Trust-5$428,705$87,207$17,441iApproximate average salary by contribution assumption: employee only about $436,035 at 4% or $290,690 at 6%; with 50% employer match about $290,690 at 4% or $193,793 at 6%; with 100% employer match about $218,018 at 4% or $145,345 at 6%.
202114$429,001$63,172$15,793iApproximate average salary by contribution assumption: employee only about $394,825 at 4% or $263,217 at 6%; with 50% employer match about $263,217 at 4% or $175,478 at 6%; with 100% employer match about $197,413 at 4% or $131,608 at 6%.
Whitney Evans Ltd 401(K) Profit Sharing Plan & Trust-4$429,001$63,172$15,793iApproximate average salary by contribution assumption: employee only about $394,825 at 4% or $263,217 at 6%; with 50% employer match about $263,217 at 4% or $175,478 at 6%; with 100% employer match about $197,413 at 4% or $131,608 at 6%.
202014$313,847$23,040$5,760iApproximate average salary by contribution assumption: employee only about $144,000 at 4% or $96,000 at 6%; with 50% employer match about $96,000 at 4% or $64,000 at 6%; with 100% employer match about $72,000 at 4% or $48,000 at 6%.
Whitney Evans Ltd 401(K) Profit Sharing Plan & Trust-4$313,847$23,040$5,760iApproximate average salary by contribution assumption: employee only about $144,000 at 4% or $96,000 at 6%; with 50% employer match about $96,000 at 4% or $64,000 at 6%; with 100% employer match about $72,000 at 4% or $48,000 at 6%.
201913$242,714$43,007$14,336iApproximate average salary by contribution assumption: employee only about $358,392 at 4% or $238,928 at 6%; with 50% employer match about $238,928 at 4% or $159,285 at 6%; with 100% employer match about $179,196 at 4% or $119,464 at 6%.
Whitney Evans Ltd 401(K) Profit Sharing Plan & Trust-3$242,714$43,007$14,336iApproximate average salary by contribution assumption: employee only about $358,392 at 4% or $238,928 at 6%; with 50% employer match about $238,928 at 4% or $159,285 at 6%; with 100% employer match about $179,196 at 4% or $119,464 at 6%.
201813$155,644$17,410$5,803iApproximate average salary by contribution assumption: employee only about $145,083 at 4% or $96,722 at 6%; with 50% employer match about $96,722 at 4% or $64,481 at 6%; with 100% employer match about $72,542 at 4% or $48,361 at 6%.
Whitney Evans Ltd 401(K) Profit Sharing Plan & Trust-3$155,644$17,410$5,803iApproximate average salary by contribution assumption: employee only about $145,083 at 4% or $96,722 at 6%; with 50% employer match about $96,722 at 4% or $64,481 at 6%; with 100% employer match about $72,542 at 4% or $48,361 at 6%.
201713$149,412$43,892$14,631iApproximate average salary by contribution assumption: employee only about $365,767 at 4% or $243,844 at 6%; with 50% employer match about $243,844 at 4% or $162,563 at 6%; with 100% employer match about $182,883 at 4% or $121,922 at 6%.
Whitney Evans Ltd 401(K) Profit Sharing Plan & Trust-3$149,412$43,892$14,631iApproximate average salary by contribution assumption: employee only about $365,767 at 4% or $243,844 at 6%; with 50% employer match about $243,844 at 4% or $162,563 at 6%; with 100% employer match about $182,883 at 4% or $121,922 at 6%.
201613$87,599$42,027$14,009iApproximate average salary by contribution assumption: employee only about $350,225 at 4% or $233,483 at 6%; with 50% employer match about $233,483 at 4% or $155,656 at 6%; with 100% employer match about $175,113 at 4% or $116,742 at 6%.
Whitney Evans Ltd 401(K) Profit Sharing Plan & Trust-3$87,599$42,027$14,009iApproximate average salary by contribution assumption: employee only about $350,225 at 4% or $233,483 at 6%; with 50% employer match about $233,483 at 4% or $155,656 at 6%; with 100% employer match about $175,113 at 4% or $116,742 at 6%.
201513$41,730$34,205$11,402iApproximate average salary by contribution assumption: employee only about $285,042 at 4% or $190,028 at 6%; with 50% employer match about $190,028 at 4% or $126,685 at 6%; with 100% employer match about $142,521 at 4% or $95,014 at 6%.
Whitney Evans Ltd 401(K) Profit Sharing Plan & Trust-3$41,730$34,205$11,402iApproximate average salary by contribution assumption: employee only about $285,042 at 4% or $190,028 at 6%; with 50% employer match about $190,028 at 4% or $126,685 at 6%; with 100% employer match about $142,521 at 4% or $95,014 at 6%.
201411$8,341$8,178$8,178iApproximate average salary by contribution assumption: employee only about $204,450 at 4% or $136,300 at 6%; with 50% employer match about $136,300 at 4% or $90,867 at 6%; with 100% employer match about $102,225 at 4% or $68,150 at 6%.
Whitney Evans Ltd 401(K) Profit Sharing Plan & Trust-1$8,341$8,178$8,178iApproximate average salary by contribution assumption: employee only about $204,450 at 4% or $136,300 at 6%; with 50% employer match about $136,300 at 4% or $90,867 at 6%; with 100% employer match about $102,225 at 4% or $68,150 at 6%.
201010$0$0-
Whitney/Evans Ltd. Profit-Sharing Plan-----
200914$334,636$6,532$1,633iApproximate average salary by contribution assumption: employee only about $40,825 at 4% or $27,217 at 6%; with 50% employer match about $27,217 at 4% or $18,144 at 6%; with 100% employer match about $20,413 at 4% or $13,608 at 6%.
Whitney/Evans Ltd. Profit-Sharing Plan-4$334,636$6,532$1,633iApproximate average salary by contribution assumption: employee only about $40,825 at 4% or $27,217 at 6%; with 50% employer match about $27,217 at 4% or $18,144 at 6%; with 100% employer match about $20,413 at 4% or $13,608 at 6%.
200816$306,580$7,941$1,324iApproximate average salary by contribution assumption: employee only about $33,088 at 4% or $22,058 at 6%; with 50% employer match about $22,058 at 4% or $14,706 at 6%; with 100% employer match about $16,544 at 4% or $11,029 at 6%.
Whitney/Evans Ltd. Profit-Sharing Plan-6$306,580$7,941$1,324iApproximate average salary by contribution assumption: employee only about $33,088 at 4% or $22,058 at 6%; with 50% employer match about $22,058 at 4% or $14,706 at 6%; with 100% employer match about $16,544 at 4% or $11,029 at 6%.
200715$0$0-
Whitney/Evans Ltd. Profit-Sharing Plan-5---
200615$294,639$48,780$9,756iApproximate average salary by contribution assumption: employee only about $243,900 at 4% or $162,600 at 6%; with 50% employer match about $162,600 at 4% or $108,400 at 6%; with 100% employer match about $121,950 at 4% or $81,300 at 6%.
Whitney/Evans Ltd. Profit-Sharing Plan-5$294,639$48,780$9,756iApproximate average salary by contribution assumption: employee only about $243,900 at 4% or $162,600 at 6%; with 50% employer match about $162,600 at 4% or $108,400 at 6%; with 100% employer match about $121,950 at 4% or $81,300 at 6%.
200515$228,649$22,247$4,449iApproximate average salary by contribution assumption: employee only about $111,235 at 4% or $74,157 at 6%; with 50% employer match about $74,157 at 4% or $49,438 at 6%; with 100% employer match about $55,617 at 4% or $37,078 at 6%.
Whitney/Evans Ltd. Profit-Sharing Plan-5$228,649$22,247$4,449iApproximate average salary by contribution assumption: employee only about $111,235 at 4% or $74,157 at 6%; with 50% employer match about $74,157 at 4% or $49,438 at 6%; with 100% employer match about $55,617 at 4% or $37,078 at 6%.
200415$194,520$21,638$4,328iApproximate average salary by contribution assumption: employee only about $108,190 at 4% or $72,127 at 6%; with 50% employer match about $72,127 at 4% or $48,084 at 6%; with 100% employer match about $54,095 at 4% or $36,063 at 6%.
Whitney/Evans Ltd. Profit-Sharing Plan-5$194,520$21,638$4,328iApproximate average salary by contribution assumption: employee only about $108,190 at 4% or $72,127 at 6%; with 50% employer match about $72,127 at 4% or $48,084 at 6%; with 100% employer match about $54,095 at 4% or $36,063 at 6%.
200316$158,835$5,745$958iApproximate average salary by contribution assumption: employee only about $23,938 at 4% or $15,958 at 6%; with 50% employer match about $15,958 at 4% or $10,639 at 6%; with 100% employer match about $11,969 at 4% or $7,979 at 6%.
Whitney/Evans Ltd. Profit-Sharing Plan-6$158,835$5,745$958iApproximate average salary by contribution assumption: employee only about $23,938 at 4% or $15,958 at 6%; with 50% employer match about $15,958 at 4% or $10,639 at 6%; with 100% employer match about $11,969 at 4% or $7,979 at 6%.
200225$139,974$15,817$3,163iApproximate average salary by contribution assumption: employee only about $79,085 at 4% or $52,723 at 6%; with 50% employer match about $52,723 at 4% or $35,149 at 6%; with 100% employer match about $39,543 at 4% or $26,362 at 6%.
Whitney/Evans Ltd. Profit-Sharing Plan-5$139,974$15,817$3,163iApproximate average salary by contribution assumption: employee only about $79,085 at 4% or $52,723 at 6%; with 50% employer match about $52,723 at 4% or $35,149 at 6%; with 100% employer match about $39,543 at 4% or $26,362 at 6%.
Whitney Evans Ltd 401(K) Profit Sharing Plan & Trust-0---
200123$0$0-
Whitney Evans Ltd 401(K) Profit Sharing Plan & Trust-3---
Whitney/Evans Ltd. Profit-Sharing Plan-3---
200022$168,764$45,440$22,720iApproximate average salary by contribution assumption: employee only about $568,000 at 4% or $378,667 at 6%; with 50% employer match about $378,667 at 4% or $252,444 at 6%; with 100% employer match about $284,000 at 4% or $189,333 at 6%.
Whitney/Evans Ltd. Profit-Sharing Plan-2$95,341$27,264$13,632iApproximate average salary by contribution assumption: employee only about $340,800 at 4% or $227,200 at 6%; with 50% employer match about $227,200 at 4% or $151,467 at 6%; with 100% employer match about $170,400 at 4% or $113,600 at 6%.
Whitney Evans Ltd 401(K) Profit Sharing Plan & Trust-2$73,423$18,176$9,088iApproximate average salary by contribution assumption: employee only about $227,200 at 4% or $151,467 at 6%; with 50% employer match about $151,467 at 4% or $100,978 at 6%; with 100% employer match about $113,600 at 4% or $75,733 at 6%.
199912$89,181$24,174$12,087iApproximate average salary by contribution assumption: employee only about $302,175 at 4% or $201,450 at 6%; with 50% employer match about $201,450 at 4% or $134,300 at 6%; with 100% employer match about $151,088 at 4% or $100,725 at 6%.
Whitney/Evans Ltd. Profit-Sharing Plan-2$89,181$24,174$12,087iApproximate average salary by contribution assumption: employee only about $302,175 at 4% or $201,450 at 6%; with 50% employer match about $201,450 at 4% or $134,300 at 6%; with 100% employer match about $151,088 at 4% or $100,725 at 6%.