Civic Intelligence

Tom Whealdon Construction

Plan context: Tom Whealdon Construction Cash Balance Plan

EIN 91-1216526 • Bainbridge Island, WA • 12 filings • 2 plans

6549 New Brooklyn Rd.Bainbridge Island, WA 98110
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$1,122,983

2024 Contributions

$105,092

Historical Graphs

Total Assets Over Time

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

$1,122,983$561,492$0201920222024YearValue
$1,122,983Latest year 2024

Participants Over Time

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

530201920222024YearValue
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
202425$1,122,983$105,092$21,018iApproximate average salary by contribution assumption: employee only about $525,460 at 4% or $350,307 at 6%; with 50% employer match about $350,307 at 4% or $233,538 at 6%; with 100% employer match about $262,730 at 4% or $175,153 at 6%.
Tom Whealdon Construction Cash Balance Plan-5$990,919$89,461$17,892iApproximate average salary by contribution assumption: employee only about $447,305 at 4% or $298,203 at 6%; with 50% employer match about $298,203 at 4% or $198,802 at 6%; with 100% employer match about $223,653 at 4% or $149,102 at 6%.
Tom Whealdon Construction Profit Sharing Plan-5$132,064$15,631$3,126iApproximate average salary by contribution assumption: employee only about $78,155 at 4% or $52,103 at 6%; with 50% employer match about $52,103 at 4% or $34,736 at 6%; with 100% employer match about $39,078 at 4% or $26,052 at 6%.
202324$989,860$100,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Tom Whealdon Construction Cash Balance Plan-3$876,966$87,939$29,313iApproximate average salary by contribution assumption: employee only about $732,825 at 4% or $488,550 at 6%; with 50% employer match about $488,550 at 4% or $325,700 at 6%; with 100% employer match about $366,413 at 4% or $244,275 at 6%.
Tom Whealdon Construction Profit Sharing Plan-4$112,894$12,061$3,015iApproximate average salary by contribution assumption: employee only about $75,381 at 4% or $50,254 at 6%; with 50% employer match about $50,254 at 4% or $33,503 at 6%; with 100% employer match about $37,691 at 4% or $25,127 at 6%.
202224$879,515$222,762$55,691iApproximate average salary by contribution assumption: employee only about $1,392,263 at 4% or $928,175 at 6%; with 50% employer match about $928,175 at 4% or $618,783 at 6%; with 100% employer match about $696,131 at 4% or $464,088 at 6%.
Tom Whealdon Construction Cash Balance Plan-3$780,867$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
Tom Whealdon Construction Profit Sharing Plan-4$98,648$22,762$5,691iApproximate average salary by contribution assumption: employee only about $142,263 at 4% or $94,842 at 6%; with 50% employer match about $94,842 at 4% or $63,228 at 6%; with 100% employer match about $71,131 at 4% or $47,421 at 6%.
202124$668,507$220,116$55,029iApproximate average salary by contribution assumption: employee only about $1,375,725 at 4% or $917,150 at 6%; with 50% employer match about $917,150 at 4% or $611,433 at 6%; with 100% employer match about $687,863 at 4% or $458,575 at 6%.
Tom Whealdon Construction Cash Balance Plan-4$586,579$194,409$48,602iApproximate average salary by contribution assumption: employee only about $1,215,056 at 4% or $810,038 at 6%; with 50% employer match about $810,038 at 4% or $540,025 at 6%; with 100% employer match about $607,528 at 4% or $405,019 at 6%.
Tom Whealdon Construction Profit Sharing Plan-4$81,928$25,707$6,427iApproximate average salary by contribution assumption: employee only about $160,669 at 4% or $107,113 at 6%; with 50% employer match about $107,113 at 4% or $71,408 at 6%; with 100% employer match about $80,334 at 4% or $53,556 at 6%.
202025$447,756$213,078$42,616iApproximate average salary by contribution assumption: employee only about $1,065,390 at 4% or $710,260 at 6%; with 50% employer match about $710,260 at 4% or $473,507 at 6%; with 100% employer match about $532,695 at 4% or $355,130 at 6%.
Tom Whealdon Construction Cash Balance Plan-4$390,924$184,991$46,248iApproximate average salary by contribution assumption: employee only about $1,156,194 at 4% or $770,796 at 6%; with 50% employer match about $770,796 at 4% or $513,864 at 6%; with 100% employer match about $578,097 at 4% or $385,398 at 6%.
Tom Whealdon Construction Profit Sharing Plan-5$56,832$28,087$5,617iApproximate average salary by contribution assumption: employee only about $140,435 at 4% or $93,623 at 6%; with 50% employer match about $93,623 at 4% or $62,416 at 6%; with 100% employer match about $70,218 at 4% or $46,812 at 6%.
201925$232,472$232,472$46,494iApproximate average salary by contribution assumption: employee only about $1,162,360 at 4% or $774,907 at 6%; with 50% employer match about $774,907 at 4% or $516,604 at 6%; with 100% employer match about $581,180 at 4% or $387,453 at 6%.
Tom Whealdon Construction Cash Balance Plan-4$205,728$205,728$51,432iApproximate average salary by contribution assumption: employee only about $1,285,800 at 4% or $857,200 at 6%; with 50% employer match about $857,200 at 4% or $571,467 at 6%; with 100% employer match about $642,900 at 4% or $428,600 at 6%.
Tom Whealdon Construction Profit Sharing Plan-5$26,744$26,744$5,349iApproximate average salary by contribution assumption: employee only about $133,720 at 4% or $89,147 at 6%; with 50% employer match about $89,147 at 4% or $59,431 at 6%; with 100% employer match about $66,860 at 4% or $44,573 at 6%.