Whiteley Jacobsen and Associates
Plan context: Wja 401K/Profit Sharing Plan
EIN 91-0865129 • 4 filings • 2 plans
Current Snapshot
Latest Year
2002
2002 Participants
19
2002 Assets
$784,923
2002 Contributions
$160,780
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2002 | 1 | 19 | $784,923 | $160,780 | $8,462iApproximate average salary by contribution assumption: employee only about $211,553 at 4% or $141,035 at 6%; with 50% employer match about $141,035 at 4% or $94,023 at 6%; with 100% employer match about $105,776 at 4% or $70,518 at 6%. |
| Wja 401K/Profit Sharing Plan | - | 19 | $784,923 | $160,780 | $8,462iApproximate average salary by contribution assumption: employee only about $211,553 at 4% or $141,035 at 6%; with 50% employer match about $141,035 at 4% or $94,023 at 6%; with 100% employer match about $105,776 at 4% or $70,518 at 6%. |
| 2001 | 1 | 20 | $0 | $0 | - |
| Wja 401K/Profit Sharing Plan | - | 20 | - | - | - |
| 2000 | 1 | 17 | $776,116 | $114,775 | $6,751iApproximate average salary by contribution assumption: employee only about $168,787 at 4% or $112,525 at 6%; with 50% employer match about $112,525 at 4% or $75,016 at 6%; with 100% employer match about $84,393 at 4% or $56,262 at 6%. |
| Wja 401K/Profit Sharing Plan | - | 17 | $776,116 | $114,775 | $6,751iApproximate average salary by contribution assumption: employee only about $168,787 at 4% or $112,525 at 6%; with 50% employer match about $112,525 at 4% or $75,016 at 6%; with 100% employer match about $84,393 at 4% or $56,262 at 6%. |
| 1999 | 1 | 20 | $1,059,398 | $108,917 | $5,446iApproximate average salary by contribution assumption: employee only about $136,146 at 4% or $90,764 at 6%; with 50% employer match about $90,764 at 4% or $60,509 at 6%; with 100% employer match about $68,073 at 4% or $45,382 at 6%. |
| Wja 401K/Profit Sharing Plan | - | 20 | $1,059,398 | $108,917 | $5,446iApproximate average salary by contribution assumption: employee only about $136,146 at 4% or $90,764 at 6%; with 50% employer match about $90,764 at 4% or $60,509 at 6%; with 100% employer match about $68,073 at 4% or $45,382 at 6%. |