Terry C. Whitney Inc.
Plan context: Whitney Associates Profit Sharing Plan
EIN 93-1202502 • Bend, OR • 14 filings • 2 plans
Current Snapshot
Latest Year
2010
2010 Participants
3
2010 Assets
$194,247
2010 Contributions
$60,000
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 |
|---|---|---|---|---|---|
| 2010 | 1 | 0 | $0 | $0 | - |
| Whitney Associates Profit Sharing Plan | - | 0 | $0 | $0 | - |
| 2009 | 1 | 3 | $194,247 | $0 | - |
| Whitney Associates Profit Sharing Plan | - | 3 | $194,247 | $0 | - |
| 2007 | 1 | 3 | $0 | $0 | - |
| Whitney Associates Profit Sharing Plan | - | 3 | - | - | - |
| 2005 | 1 | 4 | $223,457 | $0 | - |
| Whitney Associates Profit Sharing Plan | - | 4 | $223,457 | - | - |
| 2004 | 1 | 4 | $251,854 | $0 | - |
| Whitney Associates Profit Sharing Plan | - | 4 | $251,854 | - | - |
| 2003 | 1 | 7 | $0 | $0 | - |
| Whitney Associates Profit Sharing Plan | - | 7 | - | - | - |
| 2002 | 2 | 7 | $211,577 | $60,000 | $8,571iApproximate average salary by contribution assumption: employee only about $214,286 at 4% or $142,857 at 6%; with 50% employer match about $142,857 at 4% or $95,238 at 6%; with 100% employer match about $107,143 at 4% or $71,429 at 6%. |
| Whitney Associates Profit Sharing Plan | - | 7 | $211,577 | $60,000 | $8,571iApproximate average salary by contribution assumption: employee only about $214,286 at 4% or $142,857 at 6%; with 50% employer match about $142,857 at 4% or $95,238 at 6%; with 100% employer match about $107,143 at 4% or $71,429 at 6%. |
| Whitney Associates Pension Plan | - | 0 | - | - | - |
| 2001 | 2 | 7 | $0 | $0 | - |
| Whitney Associates Pension Plan | - | 7 | - | - | - |
| Whitney Associates Profit Sharing Plan | - | 7 | - | - | - |
| 2000 | 2 | 7 | $0 | $0 | - |
| Whitney Associates Profit Sharing Plan | - | 7 | - | - | - |
| Whitney Associates Pension Plan | - | 7 | - | - | - |
| 1999 | 2 | 7 | $173,094 | $1,663 | $238iApproximate average salary by contribution assumption: employee only about $5,939 at 4% or $3,960 at 6%; with 50% employer match about $3,960 at 4% or $2,640 at 6%; with 100% employer match about $2,970 at 4% or $1,980 at 6%. |
| Whitney Associates Pension Plan | - | 7 | $87,107 | $1,663 | $238iApproximate average salary by contribution assumption: employee only about $5,939 at 4% or $3,960 at 6%; with 50% employer match about $3,960 at 4% or $2,640 at 6%; with 100% employer match about $2,970 at 4% or $1,980 at 6%. |
| Whitney Associates Profit Sharing Plan | - | 7 | $85,987 | - | - |