Civic Intelligence

Jeff L. Whitaker, Cfp

Plan context: Jeff L. Whitaker, Cfp 401(K) Plan

EIN 88-0323250 • Minden, NV • 10 filings • 2 plans

1701 County Road, Ste. OMinden, NV 89423
Current Snapshot

Latest Year

2014

2014 Participants

5

2014 Assets

$3,727,869

2014 Contributions

$153,626

Historical Graphs

Total Assets Over Time

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

$3,727,869$1,863,935$0200520102014YearValue
$3,727,869Latest year 2014

Participants Over Time

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

530200520102014YearValue
5Latest year 2014

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
201415$3,727,869$153,626$30,725iApproximate average salary by contribution assumption: employee only about $768,130 at 4% or $512,087 at 6%; with 50% employer match about $512,087 at 4% or $341,391 at 6%; with 100% employer match about $384,065 at 4% or $256,043 at 6%.
Jeff L. Whitaker, Cfp 401(K) Plan-5$3,727,869$153,626$30,725iApproximate average salary by contribution assumption: employee only about $768,130 at 4% or $512,087 at 6%; with 50% employer match about $512,087 at 4% or $341,391 at 6%; with 100% employer match about $384,065 at 4% or $256,043 at 6%.
201314$3,449,095$139,424$34,856iApproximate average salary by contribution assumption: employee only about $871,400 at 4% or $580,933 at 6%; with 50% employer match about $580,933 at 4% or $387,289 at 6%; with 100% employer match about $435,700 at 4% or $290,467 at 6%.
Jeff L. Whitaker, Cfp 401(K) Plan-4$3,449,095$139,424$34,856iApproximate average salary by contribution assumption: employee only about $871,400 at 4% or $580,933 at 6%; with 50% employer match about $580,933 at 4% or $387,289 at 6%; with 100% employer match about $435,700 at 4% or $290,467 at 6%.
201214$2,546,229$282,667$70,667iApproximate average salary by contribution assumption: employee only about $1,766,669 at 4% or $1,177,779 at 6%; with 50% employer match about $1,177,779 at 4% or $785,186 at 6%; with 100% employer match about $883,334 at 4% or $588,890 at 6%.
Jeff L. Whitaker, Cfp 401(K) Plan-4$2,546,229$282,667$70,667iApproximate average salary by contribution assumption: employee only about $1,766,669 at 4% or $1,177,779 at 6%; with 50% employer match about $1,177,779 at 4% or $785,186 at 6%; with 100% employer match about $883,334 at 4% or $588,890 at 6%.
201113$1,921,553$123,226$41,075iApproximate average salary by contribution assumption: employee only about $1,026,883 at 4% or $684,589 at 6%; with 50% employer match about $684,589 at 4% or $456,393 at 6%; with 100% employer match about $513,442 at 4% or $342,294 at 6%.
Jeff L. Whitaker, Cfp 401(K) Plan-3$1,921,553$123,226$41,075iApproximate average salary by contribution assumption: employee only about $1,026,883 at 4% or $684,589 at 6%; with 50% employer match about $684,589 at 4% or $456,393 at 6%; with 100% employer match about $513,442 at 4% or $342,294 at 6%.
201013$1,968,055$120,802$40,267iApproximate average salary by contribution assumption: employee only about $1,006,683 at 4% or $671,122 at 6%; with 50% employer match about $671,122 at 4% or $447,415 at 6%; with 100% employer match about $503,342 at 4% or $335,561 at 6%.
Jeff L. Whitaker, Cfp 401(K) Plan-3$1,968,055$120,802$40,267iApproximate average salary by contribution assumption: employee only about $1,006,683 at 4% or $671,122 at 6%; with 50% employer match about $671,122 at 4% or $447,415 at 6%; with 100% employer match about $503,342 at 4% or $335,561 at 6%.
200914$1,730,081$105,671$26,418iApproximate average salary by contribution assumption: employee only about $660,444 at 4% or $440,296 at 6%; with 50% employer match about $440,296 at 4% or $293,531 at 6%; with 100% employer match about $330,222 at 4% or $220,148 at 6%.
Jeff L. Whitaker, Cfp 401(K) Plan-4$1,730,081$105,671$26,418iApproximate average salary by contribution assumption: employee only about $660,444 at 4% or $440,296 at 6%; with 50% employer match about $440,296 at 4% or $293,531 at 6%; with 100% employer match about $330,222 at 4% or $220,148 at 6%.
200814$1,160,193$140,304$35,076iApproximate average salary by contribution assumption: employee only about $876,900 at 4% or $584,600 at 6%; with 50% employer match about $584,600 at 4% or $389,733 at 6%; with 100% employer match about $438,450 at 4% or $292,300 at 6%.
Jeff L. Whitaker, Cfp 401(K) Plan-4$1,160,193$140,304$35,076iApproximate average salary by contribution assumption: employee only about $876,900 at 4% or $584,600 at 6%; with 50% employer match about $584,600 at 4% or $389,733 at 6%; with 100% employer match about $438,450 at 4% or $292,300 at 6%.
200714$0$0-
Jeff L. Whitaker, Cfp 401(K) Plan-4---
200614$1,093,930$105,568$26,392iApproximate average salary by contribution assumption: employee only about $659,800 at 4% or $439,867 at 6%; with 50% employer match about $439,867 at 4% or $293,244 at 6%; with 100% employer match about $329,900 at 4% or $219,933 at 6%.
Jeff L. Whitaker, Cfp 401(K) Plan-4$1,093,930$105,568$26,392iApproximate average salary by contribution assumption: employee only about $659,800 at 4% or $439,867 at 6%; with 50% employer match about $439,867 at 4% or $293,244 at 6%; with 100% employer match about $329,900 at 4% or $219,933 at 6%.
200514$852,870$739,973$184,993iApproximate average salary by contribution assumption: employee only about $4,624,831 at 4% or $3,083,221 at 6%; with 50% employer match about $3,083,221 at 4% or $2,055,481 at 6%; with 100% employer match about $2,312,416 at 4% or $1,541,610 at 6%.
Jeff L. Whitaker, Cfp 401(K) Plan-4$852,870$739,973$184,993iApproximate average salary by contribution assumption: employee only about $4,624,831 at 4% or $3,083,221 at 6%; with 50% employer match about $3,083,221 at 4% or $2,055,481 at 6%; with 100% employer match about $2,312,416 at 4% or $1,541,610 at 6%.