Civic Intelligence

Whaley Levay Inc.

Plan context: Whaley Levay Profit Sharing Plan

EIN 95-4400658 • Carpinteria, CA • 19 filings • 1 plans

6 Rincon Point LnCarpinteria, CA 93013-3137
Current Snapshot

Latest Year

2019

2019 Participants

2

2019 Assets

$1,253,889

2019 Contributions

$4,813

Historical Graphs

Total Assets Over Time

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

$1,306,606$653,303$0199920102019YearValue
$1,253,889Latest year 2019

Participants Over Time

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

210199920082019YearValue
2Latest 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
201912$1,253,889$4,813$2,407iApproximate average salary by contribution assumption: employee only about $60,163 at 4% or $40,108 at 6%; with 50% employer match about $40,108 at 4% or $26,739 at 6%; with 100% employer match about $30,081 at 4% or $20,054 at 6%.
Whaley Levay Profit Sharing Plan-2$1,253,889$4,813$2,407iApproximate average salary by contribution assumption: employee only about $60,163 at 4% or $40,108 at 6%; with 50% employer match about $40,108 at 4% or $26,739 at 6%; with 100% employer match about $30,081 at 4% or $20,054 at 6%.
201612$1,254,606$29,975$14,988iApproximate average salary by contribution assumption: employee only about $374,688 at 4% or $249,792 at 6%; with 50% employer match about $249,792 at 4% or $166,528 at 6%; with 100% employer match about $187,344 at 4% or $124,896 at 6%.
Whaley Levay Profit Sharing Plan-2$1,254,606$29,975$14,988iApproximate average salary by contribution assumption: employee only about $374,688 at 4% or $249,792 at 6%; with 50% employer match about $249,792 at 4% or $166,528 at 6%; with 100% employer match about $187,344 at 4% or $124,896 at 6%.
201510$1,294,657$35,525-
Whaley Levay Profit Sharing Plan-0$1,294,657$35,525-
201412$1,306,606$63,563$31,782iApproximate average salary by contribution assumption: employee only about $794,538 at 4% or $529,692 at 6%; with 50% employer match about $529,692 at 4% or $353,128 at 6%; with 100% employer match about $397,269 at 4% or $264,846 at 6%.
Whaley Levay Profit Sharing Plan-2$1,306,606$63,563$31,782iApproximate average salary by contribution assumption: employee only about $794,538 at 4% or $529,692 at 6%; with 50% employer match about $529,692 at 4% or $353,128 at 6%; with 100% employer match about $397,269 at 4% or $264,846 at 6%.
201312$1,254,272$102,000$51,000iApproximate average salary by contribution assumption: employee only about $1,275,000 at 4% or $850,000 at 6%; with 50% employer match about $850,000 at 4% or $566,667 at 6%; with 100% employer match about $637,500 at 4% or $425,000 at 6%.
Whaley Levay Profit Sharing Plan-2$1,254,272$102,000$51,000iApproximate average salary by contribution assumption: employee only about $1,275,000 at 4% or $850,000 at 6%; with 50% employer match about $850,000 at 4% or $566,667 at 6%; with 100% employer match about $637,500 at 4% or $425,000 at 6%.
201212$1,087,124$0-
Whaley Levay Profit Sharing Plan-2$1,087,124--
201112$1,048,635$0-
Whaley Levay Profit Sharing Plan-2$1,048,635--
201012$1,093,901$22,000$11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%.
Whaley Levay Profit Sharing Plan-2$1,093,901$22,000$11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%.
200912$1,043,529$22,000$11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%.
Whaley Levay Profit Sharing Plan-2$1,043,529$22,000$11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%.
200812$0$0-
Whaley Levay Profit Sharing Plan-2---
200712$0$0-
Whaley Levay Profit Sharing Plan-2---
200612$936,493$20,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Whaley Levay Profit Sharing Plan-2$936,493$20,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
200512$818,477$87,380$43,690iApproximate average salary by contribution assumption: employee only about $1,092,250 at 4% or $728,167 at 6%; with 50% employer match about $728,167 at 4% or $485,444 at 6%; with 100% employer match about $546,125 at 4% or $364,083 at 6%.
Whaley Levay Profit Sharing Plan-2$818,477$87,380$43,690iApproximate average salary by contribution assumption: employee only about $1,092,250 at 4% or $728,167 at 6%; with 50% employer match about $728,167 at 4% or $485,444 at 6%; with 100% employer match about $546,125 at 4% or $364,083 at 6%.
200412$676,033$85,200$42,600iApproximate average salary by contribution assumption: employee only about $1,065,000 at 4% or $710,000 at 6%; with 50% employer match about $710,000 at 4% or $473,333 at 6%; with 100% employer match about $532,500 at 4% or $355,000 at 6%.
Whaley Levay Profit Sharing Plan-2$676,033$85,200$42,600iApproximate average salary by contribution assumption: employee only about $1,065,000 at 4% or $710,000 at 6%; with 50% employer match about $710,000 at 4% or $473,333 at 6%; with 100% employer match about $532,500 at 4% or $355,000 at 6%.
200312$541,623$71,400$35,700iApproximate average salary by contribution assumption: employee only about $892,500 at 4% or $595,000 at 6%; with 50% employer match about $595,000 at 4% or $396,667 at 6%; with 100% employer match about $446,250 at 4% or $297,500 at 6%.
Whaley Levay Profit Sharing Plan-2$541,623$71,400$35,700iApproximate average salary by contribution assumption: employee only about $892,500 at 4% or $595,000 at 6%; with 50% employer match about $595,000 at 4% or $396,667 at 6%; with 100% employer match about $446,250 at 4% or $297,500 at 6%.
200212$445,151$65,500$32,750iApproximate average salary by contribution assumption: employee only about $818,750 at 4% or $545,833 at 6%; with 50% employer match about $545,833 at 4% or $363,889 at 6%; with 100% employer match about $409,375 at 4% or $272,917 at 6%.
Whaley Levay Profit Sharing Plan-2$445,151$65,500$32,750iApproximate average salary by contribution assumption: employee only about $818,750 at 4% or $545,833 at 6%; with 50% employer match about $545,833 at 4% or $363,889 at 6%; with 100% employer match about $409,375 at 4% or $272,917 at 6%.
200112$0$0-
Whaley Levay Profit Sharing Plan-2---
200012$0$0-
Whaley Levay Profit Sharing Plan-2---
199912$303,388$42,300$21,150iApproximate average salary by contribution assumption: employee only about $528,750 at 4% or $352,500 at 6%; with 50% employer match about $352,500 at 4% or $235,000 at 6%; with 100% employer match about $264,375 at 4% or $176,250 at 6%.
Whaley Levay Profit Sharing Plan-2$303,388$42,300$21,150iApproximate average salary by contribution assumption: employee only about $528,750 at 4% or $352,500 at 6%; with 50% employer match about $352,500 at 4% or $235,000 at 6%; with 100% employer match about $264,375 at 4% or $176,250 at 6%.