Civic Intelligence

Whitfield Associates Inc

Plan context: Whitfield Associates Inc 401K Profit Sharing Plan & Trust

EIN 91-1928476 • Dana Point, CA • 19 filings • 5 plans

24691 Del Prado Suite 201Dana Point, CA 92629
Current Snapshot

Latest Year

2020

2020 Participants

13

2020 Assets

$1,249,496

2020 Contributions

$40,582

Historical Graphs

Total Assets Over Time

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

$1,660,700$830,350$0200220112019YearValue
$1,249,496Latest year 2019

Participants Over Time

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

1470200220112019YearValue
13Latest year 2019

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
202010$0$40,582-
Whitfield Associates Inc 401K Profit Sharing Plan & Trust-0$0$40,582-
2019113$1,249,496$79,728$6,133iApproximate average salary by contribution assumption: employee only about $153,323 at 4% or $102,215 at 6%; with 50% employer match about $102,215 at 4% or $68,144 at 6%; with 100% employer match about $76,662 at 4% or $51,108 at 6%.
Whitfield Associates Inc 401K Profit Sharing Plan & Trust-13$1,249,496$79,728$6,133iApproximate average salary by contribution assumption: employee only about $153,323 at 4% or $102,215 at 6%; with 50% employer match about $102,215 at 4% or $68,144 at 6%; with 100% employer match about $76,662 at 4% or $51,108 at 6%.
2018113$1,630,170$105,373$8,106iApproximate average salary by contribution assumption: employee only about $202,640 at 4% or $135,094 at 6%; with 50% employer match about $135,094 at 4% or $90,062 at 6%; with 100% employer match about $101,320 at 4% or $67,547 at 6%.
Whitfield Associates Inc 401K Profit Sharing Plan & Trust-13$1,630,170$105,373$8,106iApproximate average salary by contribution assumption: employee only about $202,640 at 4% or $135,094 at 6%; with 50% employer match about $135,094 at 4% or $90,062 at 6%; with 100% employer match about $101,320 at 4% or $67,547 at 6%.
2017112$1,660,700$106,822$8,902iApproximate average salary by contribution assumption: employee only about $222,546 at 4% or $148,364 at 6%; with 50% employer match about $148,364 at 4% or $98,909 at 6%; with 100% employer match about $111,273 at 4% or $74,182 at 6%.
Whitfield Associates Inc 401K Profit Sharing Plan & Trust-12$1,660,700$106,822$8,902iApproximate average salary by contribution assumption: employee only about $222,546 at 4% or $148,364 at 6%; with 50% employer match about $148,364 at 4% or $98,909 at 6%; with 100% employer match about $111,273 at 4% or $74,182 at 6%.
2016112$1,360,349$131,919$10,993iApproximate average salary by contribution assumption: employee only about $274,831 at 4% or $183,221 at 6%; with 50% employer match about $183,221 at 4% or $122,147 at 6%; with 100% employer match about $137,416 at 4% or $91,610 at 6%.
Whitfield Associates Inc 401K Profit Sharing Plan & Trust-12$1,360,349$131,919$10,993iApproximate average salary by contribution assumption: employee only about $274,831 at 4% or $183,221 at 6%; with 50% employer match about $183,221 at 4% or $122,147 at 6%; with 100% employer match about $137,416 at 4% or $91,610 at 6%.
2015112$1,159,364$120,177$10,015iApproximate average salary by contribution assumption: employee only about $250,369 at 4% or $166,913 at 6%; with 50% employer match about $166,913 at 4% or $111,275 at 6%; with 100% employer match about $125,184 at 4% or $83,456 at 6%.
Whitfield Associates Inc 401K Profit Sharing Plan & Trust-12$1,159,364$120,177$10,015iApproximate average salary by contribution assumption: employee only about $250,369 at 4% or $166,913 at 6%; with 50% employer match about $166,913 at 4% or $111,275 at 6%; with 100% employer match about $125,184 at 4% or $83,456 at 6%.
2014112$1,060,696$119,921$9,993iApproximate average salary by contribution assumption: employee only about $249,835 at 4% or $166,557 at 6%; with 50% employer match about $166,557 at 4% or $111,038 at 6%; with 100% employer match about $124,918 at 4% or $83,278 at 6%.
Whitfield Associates Inc 401K Profit Sharing Plan & Trust-12$1,060,696$119,921$9,993iApproximate average salary by contribution assumption: employee only about $249,835 at 4% or $166,557 at 6%; with 50% employer match about $166,557 at 4% or $111,038 at 6%; with 100% employer match about $124,918 at 4% or $83,278 at 6%.
2013110$925,892$78,805$7,881iApproximate average salary by contribution assumption: employee only about $197,013 at 4% or $131,342 at 6%; with 50% employer match about $131,342 at 4% or $87,561 at 6%; with 100% employer match about $98,506 at 4% or $65,671 at 6%.
Whitfield Associates Inc 401K Profit Sharing Plan & Trust-10$925,892$78,805$7,881iApproximate average salary by contribution assumption: employee only about $197,013 at 4% or $131,342 at 6%; with 50% employer match about $131,342 at 4% or $87,561 at 6%; with 100% employer match about $98,506 at 4% or $65,671 at 6%.
2012110$808,283$73,137$7,314iApproximate average salary by contribution assumption: employee only about $182,843 at 4% or $121,895 at 6%; with 50% employer match about $121,895 at 4% or $81,263 at 6%; with 100% employer match about $91,421 at 4% or $60,948 at 6%.
Whitfield Associates Inc 401K Profit Sharing Plan & Trust-10$808,283$73,137$7,314iApproximate average salary by contribution assumption: employee only about $182,843 at 4% or $121,895 at 6%; with 50% employer match about $121,895 at 4% or $81,263 at 6%; with 100% employer match about $91,421 at 4% or $60,948 at 6%.
2011110$635,952$69,639$6,964iApproximate average salary by contribution assumption: employee only about $174,098 at 4% or $116,065 at 6%; with 50% employer match about $116,065 at 4% or $77,377 at 6%; with 100% employer match about $87,049 at 4% or $58,033 at 6%.
Whitfield Associates Inc 401K Profit Sharing Plan & Trust-10$635,952$69,639$6,964iApproximate average salary by contribution assumption: employee only about $174,098 at 4% or $116,065 at 6%; with 50% employer match about $116,065 at 4% or $77,377 at 6%; with 100% employer match about $87,049 at 4% or $58,033 at 6%.
2010111$606,918$70,959$6,451iApproximate average salary by contribution assumption: employee only about $161,270 at 4% or $107,514 at 6%; with 50% employer match about $107,514 at 4% or $71,676 at 6%; with 100% employer match about $80,635 at 4% or $53,757 at 6%.
Whitfield Associates Inc 401K Profit Sharing Plan & Trust-11$606,918$70,959$6,451iApproximate average salary by contribution assumption: employee only about $161,270 at 4% or $107,514 at 6%; with 50% employer match about $107,514 at 4% or $71,676 at 6%; with 100% employer match about $80,635 at 4% or $53,757 at 6%.
2009111$461,557$87,615$7,965iApproximate average salary by contribution assumption: employee only about $199,125 at 4% or $132,750 at 6%; with 50% employer match about $132,750 at 4% or $88,500 at 6%; with 100% employer match about $99,563 at 4% or $66,375 at 6%.
Whitfield Associates Inc 401K Profit Sharing Plan & Trust-11$461,557$87,615$7,965iApproximate average salary by contribution assumption: employee only about $199,125 at 4% or $132,750 at 6%; with 50% employer match about $132,750 at 4% or $88,500 at 6%; with 100% employer match about $99,563 at 4% or $66,375 at 6%.
2008111$0$0-
Whitfield Associates Inc 401K Profit Sharing Plan & Trust-11---
2007110$395,707$91,170$9,117iApproximate average salary by contribution assumption: employee only about $227,925 at 4% or $151,950 at 6%; with 50% employer match about $151,950 at 4% or $101,300 at 6%; with 100% employer match about $113,963 at 4% or $75,975 at 6%.
Whitfield Associates Inc 401K Profit Sharing Plan & Trust-10$395,707$91,170$9,117iApproximate average salary by contribution assumption: employee only about $227,925 at 4% or $151,950 at 6%; with 50% employer match about $151,950 at 4% or $101,300 at 6%; with 100% employer match about $113,963 at 4% or $75,975 at 6%.
2006111$451,685$84,163$7,651iApproximate average salary by contribution assumption: employee only about $191,280 at 4% or $127,520 at 6%; with 50% employer match about $127,520 at 4% or $85,013 at 6%; with 100% employer match about $95,640 at 4% or $63,760 at 6%.
Whitfield Associates Inc 401K Profit Sharing Plan & Trust-11$451,685$84,163$7,651iApproximate average salary by contribution assumption: employee only about $191,280 at 4% or $127,520 at 6%; with 50% employer match about $127,520 at 4% or $85,013 at 6%; with 100% employer match about $95,640 at 4% or $63,760 at 6%.
2005114$330,601$191,923$13,709iApproximate average salary by contribution assumption: employee only about $342,720 at 4% or $228,480 at 6%; with 50% employer match about $228,480 at 4% or $152,320 at 6%; with 100% employer match about $171,360 at 4% or $114,240 at 6%.
Whitfield Associates Inc 401K Profit Sharing Plan & Trust-14$330,601$191,923$13,709iApproximate average salary by contribution assumption: employee only about $342,720 at 4% or $228,480 at 6%; with 50% employer match about $228,480 at 4% or $152,320 at 6%; with 100% employer match about $171,360 at 4% or $114,240 at 6%.
2004113$115,396$48,714$3,747iApproximate average salary by contribution assumption: employee only about $93,681 at 4% or $62,454 at 6%; with 50% employer match about $62,454 at 4% or $41,636 at 6%; with 100% employer match about $46,840 at 4% or $31,227 at 6%.
Whitfield Associates Inc 401K Profit Sharing Plan & Trust-13$115,396$48,714$3,747iApproximate average salary by contribution assumption: employee only about $93,681 at 4% or $62,454 at 6%; with 50% employer match about $62,454 at 4% or $41,636 at 6%; with 100% employer match about $46,840 at 4% or $31,227 at 6%.
200319$107,066$37,935$4,215iApproximate average salary by contribution assumption: employee only about $105,375 at 4% or $70,250 at 6%; with 50% employer match about $70,250 at 4% or $46,833 at 6%; with 100% employer match about $52,688 at 4% or $35,125 at 6%.
Whitfield Associates Inc 401K Profit Sharing Plan & Trust-9$107,066$37,935$4,215iApproximate average salary by contribution assumption: employee only about $105,375 at 4% or $70,250 at 6%; with 50% employer match about $70,250 at 4% or $46,833 at 6%; with 100% employer match about $52,688 at 4% or $35,125 at 6%.
200217$53,468$53,567$7,652iApproximate average salary by contribution assumption: employee only about $191,311 at 4% or $127,540 at 6%; with 50% employer match about $127,540 at 4% or $85,027 at 6%; with 100% employer match about $95,655 at 4% or $63,770 at 6%.
Whitfield Associates Inc 401K Profit Sharing Plan & Trust-7$53,468$53,567$7,652iApproximate average salary by contribution assumption: employee only about $191,311 at 4% or $127,540 at 6%; with 50% employer match about $127,540 at 4% or $85,027 at 6%; with 100% employer match about $95,655 at 4% or $63,770 at 6%.