Civic Intelligence

Michael W. Whipple, CPA

Plan context: Michael W. Whipple Retirement Plan

EIN 94-2427229 • San Rafael, CA • 20 filings • 1 plans

P. O. Box 151626San Rafael, CA 94915-1626
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$2,334,737

2024 Contributions

$58,890

Historical Graphs

Total Assets Over Time

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

$2,649,360$1,324,680$0200520142023YearValue
$2,334,737Latest year 2023

Participants Over Time

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

210200520142023YearValue
2Latest year 2023

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
202410$0$0-
Michael W. Whipple Retirement Plan-0$0$0-
202312$2,334,737$0-
Michael W. Whipple Retirement Plan-2$2,334,737$0-
202212$1,749,362$58,890$29,445iApproximate average salary by contribution assumption: employee only about $736,125 at 4% or $490,750 at 6%; with 50% employer match about $490,750 at 4% or $327,167 at 6%; with 100% employer match about $368,063 at 4% or $245,375 at 6%.
Michael W. Whipple Retirement Plan-2$1,749,362$58,890$29,445iApproximate average salary by contribution assumption: employee only about $736,125 at 4% or $490,750 at 6%; with 50% employer match about $490,750 at 4% or $327,167 at 6%; with 100% employer match about $368,063 at 4% or $245,375 at 6%.
202112$2,649,360$55,810$27,905iApproximate average salary by contribution assumption: employee only about $697,625 at 4% or $465,083 at 6%; with 50% employer match about $465,083 at 4% or $310,056 at 6%; with 100% employer match about $348,813 at 4% or $232,542 at 6%.
Michael W. Whipple Retirement Plan-2$2,649,360$55,810$27,905iApproximate average salary by contribution assumption: employee only about $697,625 at 4% or $465,083 at 6%; with 50% employer match about $465,083 at 4% or $310,056 at 6%; with 100% employer match about $348,813 at 4% or $232,542 at 6%.
202012$2,510,270$38,076$19,038iApproximate average salary by contribution assumption: employee only about $475,950 at 4% or $317,300 at 6%; with 50% employer match about $317,300 at 4% or $211,533 at 6%; with 100% employer match about $237,975 at 4% or $158,650 at 6%.
Michael W. Whipple Retirement Plan-2$2,510,270$38,076$19,038iApproximate average salary by contribution assumption: employee only about $475,950 at 4% or $317,300 at 6%; with 50% employer match about $317,300 at 4% or $211,533 at 6%; with 100% employer match about $237,975 at 4% or $158,650 at 6%.
201912$1,735,816$55,175$27,588iApproximate average salary by contribution assumption: employee only about $689,688 at 4% or $459,792 at 6%; with 50% employer match about $459,792 at 4% or $306,528 at 6%; with 100% employer match about $344,844 at 4% or $229,896 at 6%.
Michael W. Whipple Retirement Plan-2$1,735,816$55,175$27,588iApproximate average salary by contribution assumption: employee only about $689,688 at 4% or $459,792 at 6%; with 50% employer match about $459,792 at 4% or $306,528 at 6%; with 100% employer match about $344,844 at 4% or $229,896 at 6%.
201812$1,370,140$60,556$30,278iApproximate average salary by contribution assumption: employee only about $756,950 at 4% or $504,633 at 6%; with 50% employer match about $504,633 at 4% or $336,422 at 6%; with 100% employer match about $378,475 at 4% or $252,317 at 6%.
Michael W. Whipple Retirement Plan-2$1,370,140$60,556$30,278iApproximate average salary by contribution assumption: employee only about $756,950 at 4% or $504,633 at 6%; with 50% employer match about $504,633 at 4% or $336,422 at 6%; with 100% employer match about $378,475 at 4% or $252,317 at 6%.
201712$1,345,228$58,347$29,174iApproximate average salary by contribution assumption: employee only about $729,338 at 4% or $486,225 at 6%; with 50% employer match about $486,225 at 4% or $324,150 at 6%; with 100% employer match about $364,669 at 4% or $243,113 at 6%.
Michael W. Whipple Retirement Plan-2$1,345,228$58,347$29,174iApproximate average salary by contribution assumption: employee only about $729,338 at 4% or $486,225 at 6%; with 50% employer match about $486,225 at 4% or $324,150 at 6%; with 100% employer match about $364,669 at 4% or $243,113 at 6%.
201612$1,023,085$62,558$31,279iApproximate average salary by contribution assumption: employee only about $781,975 at 4% or $521,317 at 6%; with 50% employer match about $521,317 at 4% or $347,544 at 6%; with 100% employer match about $390,988 at 4% or $260,658 at 6%.
Michael W. Whipple Retirement Plan-2$1,023,085$62,558$31,279iApproximate average salary by contribution assumption: employee only about $781,975 at 4% or $521,317 at 6%; with 50% employer match about $521,317 at 4% or $347,544 at 6%; with 100% employer match about $390,988 at 4% or $260,658 at 6%.
201512$878,824$53,544$26,772iApproximate average salary by contribution assumption: employee only about $669,300 at 4% or $446,200 at 6%; with 50% employer match about $446,200 at 4% or $297,467 at 6%; with 100% employer match about $334,650 at 4% or $223,100 at 6%.
Michael W. Whipple Retirement Plan-2$878,824$53,544$26,772iApproximate average salary by contribution assumption: employee only about $669,300 at 4% or $446,200 at 6%; with 50% employer match about $446,200 at 4% or $297,467 at 6%; with 100% employer match about $334,650 at 4% or $223,100 at 6%.
201412$780,620$57,618$28,809iApproximate average salary by contribution assumption: employee only about $720,225 at 4% or $480,150 at 6%; with 50% employer match about $480,150 at 4% or $320,100 at 6%; with 100% employer match about $360,113 at 4% or $240,075 at 6%.
Michael W. Whipple Retirement Plan-2$780,620$57,618$28,809iApproximate average salary by contribution assumption: employee only about $720,225 at 4% or $480,150 at 6%; with 50% employer match about $480,150 at 4% or $320,100 at 6%; with 100% employer match about $360,113 at 4% or $240,075 at 6%.
201312$718,381$58,895$29,448iApproximate average salary by contribution assumption: employee only about $736,188 at 4% or $490,792 at 6%; with 50% employer match about $490,792 at 4% or $327,194 at 6%; with 100% employer match about $368,094 at 4% or $245,396 at 6%.
Michael W. Whipple Retirement Plan-2$718,381$58,895$29,448iApproximate average salary by contribution assumption: employee only about $736,188 at 4% or $490,792 at 6%; with 50% employer match about $490,792 at 4% or $327,194 at 6%; with 100% employer match about $368,094 at 4% or $245,396 at 6%.
201212$549,598$56,791$28,396iApproximate average salary by contribution assumption: employee only about $709,888 at 4% or $473,258 at 6%; with 50% employer match about $473,258 at 4% or $315,506 at 6%; with 100% employer match about $354,944 at 4% or $236,629 at 6%.
Michael W. Whipple Retirement Plan-2$549,598$56,791$28,396iApproximate average salary by contribution assumption: employee only about $709,888 at 4% or $473,258 at 6%; with 50% employer match about $473,258 at 4% or $315,506 at 6%; with 100% employer match about $354,944 at 4% or $236,629 at 6%.
201112$454,003$61,266$30,633iApproximate average salary by contribution assumption: employee only about $765,825 at 4% or $510,550 at 6%; with 50% employer match about $510,550 at 4% or $340,367 at 6%; with 100% employer match about $382,913 at 4% or $255,275 at 6%.
Michael W. Whipple Retirement Plan-2$454,003$61,266$30,633iApproximate average salary by contribution assumption: employee only about $765,825 at 4% or $510,550 at 6%; with 50% employer match about $510,550 at 4% or $340,367 at 6%; with 100% employer match about $382,913 at 4% or $255,275 at 6%.
201012$398,556$57,356$28,678iApproximate average salary by contribution assumption: employee only about $716,950 at 4% or $477,967 at 6%; with 50% employer match about $477,967 at 4% or $318,644 at 6%; with 100% employer match about $358,475 at 4% or $238,983 at 6%.
Michael W. Whipple Retirement Plan-2$398,556$57,356$28,678iApproximate average salary by contribution assumption: employee only about $716,950 at 4% or $477,967 at 6%; with 50% employer match about $477,967 at 4% or $318,644 at 6%; with 100% employer match about $358,475 at 4% or $238,983 at 6%.
200912$338,763$83,493$41,747iApproximate average salary by contribution assumption: employee only about $1,043,663 at 4% or $695,775 at 6%; with 50% employer match about $695,775 at 4% or $463,850 at 6%; with 100% employer match about $521,831 at 4% or $347,888 at 6%.
Michael W. Whipple Retirement Plan-2$338,763$83,493$41,747iApproximate average salary by contribution assumption: employee only about $1,043,663 at 4% or $695,775 at 6%; with 50% employer match about $695,775 at 4% or $463,850 at 6%; with 100% employer match about $521,831 at 4% or $347,888 at 6%.
200812$217,209$47,796$23,898iApproximate average salary by contribution assumption: employee only about $597,450 at 4% or $398,300 at 6%; with 50% employer match about $398,300 at 4% or $265,533 at 6%; with 100% employer match about $298,725 at 4% or $199,150 at 6%.
Michael W. Whipple Retirement Plan-2$217,209$47,796$23,898iApproximate average salary by contribution assumption: employee only about $597,450 at 4% or $398,300 at 6%; with 50% employer match about $398,300 at 4% or $265,533 at 6%; with 100% employer match about $298,725 at 4% or $199,150 at 6%.
200712$265,526$45,418$22,709iApproximate average salary by contribution assumption: employee only about $567,725 at 4% or $378,483 at 6%; with 50% employer match about $378,483 at 4% or $252,322 at 6%; with 100% employer match about $283,863 at 4% or $189,242 at 6%.
Michael W. Whipple Retirement Plan-2$265,526$45,418$22,709iApproximate average salary by contribution assumption: employee only about $567,725 at 4% or $378,483 at 6%; with 50% employer match about $378,483 at 4% or $252,322 at 6%; with 100% employer match about $283,863 at 4% or $189,242 at 6%.
200612$210,883$46,879$23,440iApproximate average salary by contribution assumption: employee only about $585,988 at 4% or $390,658 at 6%; with 50% employer match about $390,658 at 4% or $260,439 at 6%; with 100% employer match about $292,994 at 4% or $195,329 at 6%.
Michael W. Whipple Retirement Plan-2$210,883$46,879$23,440iApproximate average salary by contribution assumption: employee only about $585,988 at 4% or $390,658 at 6%; with 50% employer match about $390,658 at 4% or $260,439 at 6%; with 100% employer match about $292,994 at 4% or $195,329 at 6%.
200512$145,820$51,242$25,621iApproximate average salary by contribution assumption: employee only about $640,525 at 4% or $427,017 at 6%; with 50% employer match about $427,017 at 4% or $284,678 at 6%; with 100% employer match about $320,263 at 4% or $213,508 at 6%.
Michael W. Whipple Retirement Plan-2$145,820$51,242$25,621iApproximate average salary by contribution assumption: employee only about $640,525 at 4% or $427,017 at 6%; with 50% employer match about $427,017 at 4% or $284,678 at 6%; with 100% employer match about $320,263 at 4% or $213,508 at 6%.