Civic Intelligence

Michael F Whelan MD Dds PC

Plan context: Michael F Whelan MD Dds PC 401 K Profit Sharing Plan Trust

EIN 91-2149529 • Lynnwood, WA • 21 filings • 4 plans

19625 68th Ave WLynnwood, WA 98036-5909
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$3,283,771

2024 Contributions

$154,436

Historical Graphs

Total Assets Over Time

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

$3,283,771$1,641,886$0200420152024YearValue
$3,283,771Latest year 2024

Participants Over Time

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

950200420142024YearValue
9Latest 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
202419$3,283,771$154,436$17,160iApproximate average salary by contribution assumption: employee only about $428,989 at 4% or $285,993 at 6%; with 50% employer match about $285,993 at 4% or $190,662 at 6%; with 100% employer match about $214,494 at 4% or $142,996 at 6%.
Michael F Whelan MD Dds PC 401 K Profit Sharing Plan Trust-9$3,283,771$154,436$17,160iApproximate average salary by contribution assumption: employee only about $428,989 at 4% or $285,993 at 6%; with 50% employer match about $285,993 at 4% or $190,662 at 6%; with 100% employer match about $214,494 at 4% or $142,996 at 6%.
202318$2,914,583$143,378$17,922iApproximate average salary by contribution assumption: employee only about $448,056 at 4% or $298,704 at 6%; with 50% employer match about $298,704 at 4% or $199,136 at 6%; with 100% employer match about $224,028 at 4% or $149,352 at 6%.
Michael F Whelan MD Dds PC 401 K Profit Sharing Plan Trust-8$2,914,583$143,378$17,922iApproximate average salary by contribution assumption: employee only about $448,056 at 4% or $298,704 at 6%; with 50% employer match about $298,704 at 4% or $199,136 at 6%; with 100% employer match about $224,028 at 4% or $149,352 at 6%.
202217$2,516,835$131,306$18,758iApproximate average salary by contribution assumption: employee only about $468,950 at 4% or $312,633 at 6%; with 50% employer match about $312,633 at 4% or $208,422 at 6%; with 100% employer match about $234,475 at 4% or $156,317 at 6%.
Michael F Whelan MD Dds PC 401 K Profit Sharing Plan Trust-7$2,516,835$131,306$18,758iApproximate average salary by contribution assumption: employee only about $468,950 at 4% or $312,633 at 6%; with 50% employer match about $312,633 at 4% or $208,422 at 6%; with 100% employer match about $234,475 at 4% or $156,317 at 6%.
202117$2,782,651$137,906$19,701iApproximate average salary by contribution assumption: employee only about $492,521 at 4% or $328,348 at 6%; with 50% employer match about $328,348 at 4% or $218,898 at 6%; with 100% employer match about $246,261 at 4% or $164,174 at 6%.
Michael F Whelan MD Dds PC 401 K Profit Sharing Plan Trust-7$2,782,651$137,906$19,701iApproximate average salary by contribution assumption: employee only about $492,521 at 4% or $328,348 at 6%; with 50% employer match about $328,348 at 4% or $218,898 at 6%; with 100% employer match about $246,261 at 4% or $164,174 at 6%.
202017$2,469,741$99,004$14,143iApproximate average salary by contribution assumption: employee only about $353,586 at 4% or $235,724 at 6%; with 50% employer match about $235,724 at 4% or $157,149 at 6%; with 100% employer match about $176,793 at 4% or $117,862 at 6%.
Michael F Whelan MD Dds PC 401 K Profit Sharing Plan Trust-7$2,469,741$99,004$14,143iApproximate average salary by contribution assumption: employee only about $353,586 at 4% or $235,724 at 6%; with 50% employer match about $235,724 at 4% or $157,149 at 6%; with 100% employer match about $176,793 at 4% or $117,862 at 6%.
201918$2,234,854$141,074$17,634iApproximate average salary by contribution assumption: employee only about $440,856 at 4% or $293,904 at 6%; with 50% employer match about $293,904 at 4% or $195,936 at 6%; with 100% employer match about $220,428 at 4% or $146,952 at 6%.
Michael F Whelan MD Dds PC 401 K Profit Sharing Plan Trust-8$2,234,854$141,074$17,634iApproximate average salary by contribution assumption: employee only about $440,856 at 4% or $293,904 at 6%; with 50% employer match about $293,904 at 4% or $195,936 at 6%; with 100% employer match about $220,428 at 4% or $146,952 at 6%.
201817$1,783,403$138,317$19,760iApproximate average salary by contribution assumption: employee only about $493,989 at 4% or $329,326 at 6%; with 50% employer match about $329,326 at 4% or $219,551 at 6%; with 100% employer match about $246,995 at 4% or $164,663 at 6%.
Michael F Whelan MD Dds PC 401 K Profit Sharing Plan Trust-7$1,783,403$138,317$19,760iApproximate average salary by contribution assumption: employee only about $493,989 at 4% or $329,326 at 6%; with 50% employer match about $329,326 at 4% or $219,551 at 6%; with 100% employer match about $246,995 at 4% or $164,663 at 6%.
201717$1,769,034$135,527$19,361iApproximate average salary by contribution assumption: employee only about $484,025 at 4% or $322,683 at 6%; with 50% employer match about $322,683 at 4% or $215,122 at 6%; with 100% employer match about $242,013 at 4% or $161,342 at 6%.
Michael F Whelan MD Dds PC 401 K Profit Sharing Plan Trust-7$1,769,034$135,527$19,361iApproximate average salary by contribution assumption: employee only about $484,025 at 4% or $322,683 at 6%; with 50% employer match about $322,683 at 4% or $215,122 at 6%; with 100% employer match about $242,013 at 4% or $161,342 at 6%.
201617$1,123,038$132,126$18,875iApproximate average salary by contribution assumption: employee only about $471,879 at 4% or $314,586 at 6%; with 50% employer match about $314,586 at 4% or $209,724 at 6%; with 100% employer match about $235,939 at 4% or $157,293 at 6%.
Michael F Whelan MD Dds PC 401 K Profit Sharing Plan Trust-7$1,123,038$132,126$18,875iApproximate average salary by contribution assumption: employee only about $471,879 at 4% or $314,586 at 6%; with 50% employer match about $314,586 at 4% or $209,724 at 6%; with 100% employer match about $235,939 at 4% or $157,293 at 6%.
201517$978,496$101,117$14,445iApproximate average salary by contribution assumption: employee only about $361,132 at 4% or $240,755 at 6%; with 50% employer match about $240,755 at 4% or $160,503 at 6%; with 100% employer match about $180,566 at 4% or $120,377 at 6%.
Michael F Whelan MD Dds PC 401 K Profit Sharing Plan Trust-7$978,496$101,117$14,445iApproximate average salary by contribution assumption: employee only about $361,132 at 4% or $240,755 at 6%; with 50% employer match about $240,755 at 4% or $160,503 at 6%; with 100% employer match about $180,566 at 4% or $120,377 at 6%.
201416$884,719$99,442$16,574iApproximate average salary by contribution assumption: employee only about $414,342 at 4% or $276,228 at 6%; with 50% employer match about $276,228 at 4% or $184,152 at 6%; with 100% employer match about $207,171 at 4% or $138,114 at 6%.
Michael F Whelan MD Dds PC 401 K Profit Sharing Plan Trust-6$884,719$99,442$16,574iApproximate average salary by contribution assumption: employee only about $414,342 at 4% or $276,228 at 6%; with 50% employer match about $276,228 at 4% or $184,152 at 6%; with 100% employer match about $207,171 at 4% or $138,114 at 6%.
201317$785,450$98,758$14,108iApproximate average salary by contribution assumption: employee only about $352,707 at 4% or $235,138 at 6%; with 50% employer match about $235,138 at 4% or $156,759 at 6%; with 100% employer match about $176,354 at 4% or $117,569 at 6%.
Michael F Whelan MD Dds PC 401 K Profit Sharing Plan Trust-7$785,450$98,758$14,108iApproximate average salary by contribution assumption: employee only about $352,707 at 4% or $235,138 at 6%; with 50% employer match about $235,138 at 4% or $156,759 at 6%; with 100% employer match about $176,354 at 4% or $117,569 at 6%.
201217$660,507$89,574$12,796iApproximate average salary by contribution assumption: employee only about $319,907 at 4% or $213,271 at 6%; with 50% employer match about $213,271 at 4% or $142,181 at 6%; with 100% employer match about $159,954 at 4% or $106,636 at 6%.
Michael F Whelan MD Dds PC 401 K Profit Sharing Plan Trust-7$660,507$89,574$12,796iApproximate average salary by contribution assumption: employee only about $319,907 at 4% or $213,271 at 6%; with 50% employer match about $213,271 at 4% or $142,181 at 6%; with 100% employer match about $159,954 at 4% or $106,636 at 6%.
201116$554,072$83,239$13,873iApproximate average salary by contribution assumption: employee only about $346,829 at 4% or $231,219 at 6%; with 50% employer match about $231,219 at 4% or $154,146 at 6%; with 100% employer match about $173,415 at 4% or $115,610 at 6%.
Michael F Whelan MD Dds PC 401 K Profit Sharing Plan Trust-6$554,072$83,239$13,873iApproximate average salary by contribution assumption: employee only about $346,829 at 4% or $231,219 at 6%; with 50% employer match about $231,219 at 4% or $154,146 at 6%; with 100% employer match about $173,415 at 4% or $115,610 at 6%.
201017$511,786$85,678$12,240iApproximate average salary by contribution assumption: employee only about $305,993 at 4% or $203,995 at 6%; with 50% employer match about $203,995 at 4% or $135,997 at 6%; with 100% employer match about $152,996 at 4% or $101,998 at 6%.
Michael F Whelan MD Dds PC 401 K Profit Sharing Plan Trust-7$511,786$85,678$12,240iApproximate average salary by contribution assumption: employee only about $305,993 at 4% or $203,995 at 6%; with 50% employer match about $203,995 at 4% or $135,997 at 6%; with 100% employer match about $152,996 at 4% or $101,998 at 6%.
200915$379,704$86,656$17,331iApproximate average salary by contribution assumption: employee only about $433,280 at 4% or $288,853 at 6%; with 50% employer match about $288,853 at 4% or $192,569 at 6%; with 100% employer match about $216,640 at 4% or $144,427 at 6%.
Michael F Whelan MD Dds PC 401 K Profit Sharing Plan Trust-5$379,704$86,656$17,331iApproximate average salary by contribution assumption: employee only about $433,280 at 4% or $288,853 at 6%; with 50% employer match about $288,853 at 4% or $192,569 at 6%; with 100% employer match about $216,640 at 4% or $144,427 at 6%.
200815$293,743$88,064$17,613iApproximate average salary by contribution assumption: employee only about $440,320 at 4% or $293,547 at 6%; with 50% employer match about $293,547 at 4% or $195,698 at 6%; with 100% employer match about $220,160 at 4% or $146,773 at 6%.
Michael F Whelan MD Dds PC 401 K Profit Sharing Plan Trust-5$293,743$88,064$17,613iApproximate average salary by contribution assumption: employee only about $440,320 at 4% or $293,547 at 6%; with 50% employer match about $293,547 at 4% or $195,698 at 6%; with 100% employer match about $220,160 at 4% or $146,773 at 6%.
200715$0$0-
Michael F Whelan MD Dds PC 401 K Profit Sharing Plan Trust-5---
200615$234,964$88,369$17,674iApproximate average salary by contribution assumption: employee only about $441,845 at 4% or $294,563 at 6%; with 50% employer match about $294,563 at 4% or $196,376 at 6%; with 100% employer match about $220,923 at 4% or $147,282 at 6%.
Michael F Whelan MD Dds PC 401 K Profit Sharing Plan Trust-5$234,964$88,369$17,674iApproximate average salary by contribution assumption: employee only about $441,845 at 4% or $294,563 at 6%; with 50% employer match about $294,563 at 4% or $196,376 at 6%; with 100% employer match about $220,923 at 4% or $147,282 at 6%.
200515$121,109$86,839$17,368iApproximate average salary by contribution assumption: employee only about $434,195 at 4% or $289,463 at 6%; with 50% employer match about $289,463 at 4% or $192,976 at 6%; with 100% employer match about $217,098 at 4% or $144,732 at 6%.
Michael F Whelan MD Dds PC 401 K Profit Sharing Plan Trust-5$121,109$86,839$17,368iApproximate average salary by contribution assumption: employee only about $434,195 at 4% or $289,463 at 6%; with 50% employer match about $289,463 at 4% or $192,976 at 6%; with 100% employer match about $217,098 at 4% or $144,732 at 6%.
200415$25,109$23,623$4,725iApproximate average salary by contribution assumption: employee only about $118,115 at 4% or $78,743 at 6%; with 50% employer match about $78,743 at 4% or $52,496 at 6%; with 100% employer match about $59,058 at 4% or $39,372 at 6%.
Michael F Whelan MD Dds PC 401 K Profit Sharing Plan Trust-5$25,109$23,623$4,725iApproximate average salary by contribution assumption: employee only about $118,115 at 4% or $78,743 at 6%; with 50% employer match about $78,743 at 4% or $52,496 at 6%; with 100% employer match about $59,058 at 4% or $39,372 at 6%.