Civic Intelligence

Whele HR LLC

Plan context: Perch 401(K) Plan

EIN 84-3768562 • Boston, MA • 5 filings • 2 plans

200 Berkeley Street22nd Floor 22w-106Boston, MA 02116
Current Snapshot

Latest Year

2024

2024 Participants

45

2024 Assets

$5,862,695

2024 Contributions

$1,684,756

Historical Graphs

Total Assets Over Time

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

$7,636,562$3,818,281$0202120232024YearValue
$5,862,695Latest year 2024

Participants Over Time

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

189950202120232024YearValue
45Latest 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
2024145$5,862,695$1,684,756$37,439iApproximate average salary by contribution assumption: employee only about $935,976 at 4% or $623,984 at 6%; with 50% employer match about $623,984 at 4% or $415,989 at 6%; with 100% employer match about $467,988 at 4% or $311,992 at 6%.
Perch 401(K) Plan-45$5,862,695$1,684,756$37,439iApproximate average salary by contribution assumption: employee only about $935,976 at 4% or $623,984 at 6%; with 50% employer match about $623,984 at 4% or $415,989 at 6%; with 100% employer match about $467,988 at 4% or $311,992 at 6%.
20231151$7,636,562$3,017,443$19,983iApproximate average salary by contribution assumption: employee only about $499,577 at 4% or $333,051 at 6%; with 50% employer match about $333,051 at 4% or $222,034 at 6%; with 100% employer match about $249,788 at 4% or $166,526 at 6%.
Perch 401(K) Plan-151$7,636,562$3,017,443$19,983iApproximate average salary by contribution assumption: employee only about $499,577 at 4% or $333,051 at 6%; with 50% employer match about $333,051 at 4% or $222,034 at 6%; with 100% employer match about $249,788 at 4% or $166,526 at 6%.
20222189$4,409,857$4,241,089$22,440iApproximate average salary by contribution assumption: employee only about $560,991 at 4% or $373,994 at 6%; with 50% employer match about $373,994 at 4% or $249,329 at 6%; with 100% employer match about $280,495 at 4% or $186,997 at 6%.
Perch 401(K) Plan-189$4,409,857$4,241,089$22,440iApproximate average salary by contribution assumption: employee only about $560,991 at 4% or $373,994 at 6%; with 50% employer match about $373,994 at 4% or $249,329 at 6%; with 100% employer match about $280,495 at 4% or $186,997 at 6%.
WHELE HR LLC DBA PERCH-152---
20211189$1,552,048$1,500,401$7,939iApproximate average salary by contribution assumption: employee only about $198,466 at 4% or $132,310 at 6%; with 50% employer match about $132,310 at 4% or $88,207 at 6%; with 100% employer match about $99,233 at 4% or $66,155 at 6%.
Perch 401(K) Plan-189$1,552,048$1,500,401$7,939iApproximate average salary by contribution assumption: employee only about $198,466 at 4% or $132,310 at 6%; with 50% employer match about $132,310 at 4% or $88,207 at 6%; with 100% employer match about $99,233 at 4% or $66,155 at 6%.