Civic Intelligence

Whitestone Associates Inc.

Plan context: Whitestone Associates Inc. Esop

EIN 87-6377432 • 4 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

80

2024 Assets

$18,239,559

2024 Contributions

$1,902,938

Historical Graphs

Total Assets Over Time

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

$18,239,559$9,119,780$0202120232024YearValue
$18,239,559Latest year 2024

Participants Over Time

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

80400202120232024YearValue
80Latest 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
2024180$18,239,559$1,902,938$23,787iApproximate average salary by contribution assumption: employee only about $594,668 at 4% or $396,445 at 6%; with 50% employer match about $396,445 at 4% or $264,297 at 6%; with 100% employer match about $297,334 at 4% or $198,223 at 6%.
Whitestone Associates Inc. Esop-80$18,239,559$1,902,938$23,787iApproximate average salary by contribution assumption: employee only about $594,668 at 4% or $396,445 at 6%; with 50% employer match about $396,445 at 4% or $264,297 at 6%; with 100% employer match about $297,334 at 4% or $198,223 at 6%.
2023163$10,940,491$1,830,386$29,054iApproximate average salary by contribution assumption: employee only about $726,344 at 4% or $484,229 at 6%; with 50% employer match about $484,229 at 4% or $322,819 at 6%; with 100% employer match about $363,172 at 4% or $242,115 at 6%.
Whitestone Associates Inc. Esop-63$10,940,491$1,830,386$29,054iApproximate average salary by contribution assumption: employee only about $726,344 at 4% or $484,229 at 6%; with 50% employer match about $484,229 at 4% or $322,819 at 6%; with 100% employer match about $363,172 at 4% or $242,115 at 6%.
2022155$5,395,030$1,611,694$29,304iApproximate average salary by contribution assumption: employee only about $732,588 at 4% or $488,392 at 6%; with 50% employer match about $488,392 at 4% or $325,595 at 6%; with 100% employer match about $366,294 at 4% or $244,196 at 6%.
Whitestone Associates Inc. Esop-55$5,395,030$1,611,694$29,304iApproximate average salary by contribution assumption: employee only about $732,588 at 4% or $488,392 at 6%; with 50% employer match about $488,392 at 4% or $325,595 at 6%; with 100% employer match about $366,294 at 4% or $244,196 at 6%.
2021156$4,830,179$1,388,864$24,801iApproximate average salary by contribution assumption: employee only about $620,029 at 4% or $413,352 at 6%; with 50% employer match about $413,352 at 4% or $275,568 at 6%; with 100% employer match about $310,014 at 4% or $206,676 at 6%.
Whitestone Associates Inc. Esop-56$4,830,179$1,388,864$24,801iApproximate average salary by contribution assumption: employee only about $620,029 at 4% or $413,352 at 6%; with 50% employer match about $413,352 at 4% or $275,568 at 6%; with 100% employer match about $310,014 at 4% or $206,676 at 6%.