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401k Sponsoring company profile

WHITLEY PENN LLP has sponsored the creation of one or more 401k plans.

Company Name:WHITLEY PENN LLP
Employer identification number (EIN):752393478
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

The following addresses have been detected on the 401k submissions:

USA Mailing Address
1400 W 7TH ST, STE 400
FORT WORTH
TX
761022628
Date first seen: 2010-10-13
Date last seen: 2018-10-12
USA Mailing Address
1400 WEST 7TH STREET
SUITE 400
FORT WORTH
TX
76102
Date first seen: 2007-01-01
Date last seen: 2025-07-31
USA Location Address
1400 W. 7TH STREET, SUITE 400
FORT WORTH
TX
761022628
Date first seen: 2011-07-15
Date last seen: 2019-08-01
USA Location Address
1400 WEST 7TH STREET
SUITE 400
FORT WORTH
TX
76102
Date first seen: 2007-01-01
Date last seen: 2025-07-31
USA Mailing Address
640 TAYLOR STREET
SUITE 2200
FORT WORTH
TX
76102
Date first seen: 2007-01-01
Date last seen: 2025-12-04
USA Mailing Address
640 TAYLOR STREET, STE 2200
FORT WORTH
TX
761022628
Date first seen: 2025-07-30
Date last seen: 2025-12-02
401k Sponsor USA Address
640 TAYLOR
SUITE 2200
FORT WORTH
TX
76102
Date first seen: 2007-01-01
Date last seen: 2025-07-31
401k Sponsor USA Address
640 TAYLOR STREET SUITE 2200
FORT WORTH
TX
76102
Date first seen: 2007-01-01
Date last seen: 2025-10-08

WHITLEY PENN LLP 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
002WHITLEY PENN CASH BALANCE PENSION PLAN2015-01-01 2010-01-01
001WHITLEY PENN 401(K) PROFIT SHARING PLAN2015-01-01 1988-05-16
505CUSTOM BENEFIT PLAN FOR EMPLOYEES OF WHITLEY PENN LLP2009-01-01 1991-08-01
003WHITLEY PENN LLP CASH BALANCE PLAN2020-01-01 2020-01-01

401k Contributions

Contributions made to the plan for the plan year by employer(s) and employees. Schedule SB Part 4 Question 18. This is signed by an actuary:

DateType of contributionContribution Number of participants/employees Average contribution per participant
2023-03-01Employer Contributions $ 153,792 754 $ 204
2023-03-01Employee Contributions $ 153,792 754 $ 204
2023-02-01Employer Contributions $ 153,792 754 $ 204
2023-02-01Employee Contributions $ 153,792 754 $ 204
2023-01-03Employer Contributions $ 151,792 754 $ 201
2023-01-03Employee Contributions $ 151,792 754 $ 201
2022-12-30Employer Contributions $ 255,000 677 $ 377
2022-12-30Employee Contributions $ 255,000 677 $ 377
2022-12-22Employer Contributions $ 170,000 677 $ 251
2022-12-22Employee Contributions $ 170,000 677 $ 251
2022-12-16Employer Contributions $ 282,000 677 $ 417
2022-12-16Employee Contributions $ 282,000 677 $ 417
2022-12-15Employer Contributions $ 3,333 677 $ 5
2022-12-15Employee Contributions $ 3,333 677 $ 5
2022-12-07Employer Contributions $ 173,000 677 $ 256
2022-12-07Employee Contributions $ 173,000 677 $ 256
2022-12-01Employer Contributions $ 126,500 677 $ 187
2022-12-01Employee Contributions $ 126,500 677 $ 187
2022-11-18Employer Contributions $ 103,333 677 $ 153
2022-11-18Employee Contributions $ 103,333 677 $ 153
2022-11-01Employer Contributions $ 126,500 677 $ 187
2022-11-01Employee Contributions $ 126,500 677 $ 187
2022-10-14Employer Contributions $ 129,834 677 $ 192
2022-10-14Employee Contributions $ 129,834 677 $ 192
2022-09-15Employer Contributions $ 129,833 677 $ 192
2022-09-15Employee Contributions $ 129,833 677 $ 192
2022-08-15Employer Contributions $ 129,833 677 $ 192
2022-08-15Employee Contributions $ 129,833 677 $ 192
2022-07-15Employer Contributions $ 3,333 677 $ 5
2022-07-15Employee Contributions $ 3,333 677 $ 5
2022-07-01Employer Contributions $ 126,500 677 $ 187
2022-07-01Employee Contributions $ 126,500 677 $ 187
2022-06-15Employer Contributions $ 3,334 677 $ 5
2022-06-15Employee Contributions $ 3,334 677 $ 5
2022-06-01Employer Contributions $ 126,500 677 $ 187
2022-06-01Employee Contributions $ 126,500 677 $ 187
2022-05-13Employer Contributions $ 3,333 677 $ 5
2022-05-13Employee Contributions $ 3,333 677 $ 5
2022-05-02Employer Contributions $ 126,500 677 $ 187
2022-05-02Employee Contributions $ 126,500 677 $ 187
2022-04-18Employer Contributions $ 3,333 677 $ 5
2022-04-18Employee Contributions $ 3,333 677 $ 5
2022-04-01Employer Contributions $ 126,500 677 $ 187
2022-04-01Employee Contributions $ 126,500 677 $ 187
2022-03-15Employer Contributions $ 3,334 677 $ 5
2022-03-15Employee Contributions $ 3,334 677 $ 5
2022-03-01Employer Contributions $ 126,500 677 $ 187
2022-03-01Employee Contributions $ 126,500 677 $ 187
2022-02-15Employer Contributions $ 3,333 677 $ 5
2022-02-15Employee Contributions $ 3,333 677 $ 5
2022-02-01Employer Contributions $ 120,000 677 $ 177
2022-02-01Employee Contributions $ 120,000 677 $ 177
2022-01-14Employer Contributions $ 3,333 677 $ 5
2022-01-14Employee Contributions $ 3,333 677 $ 5
2022-01-03Employer Contributions $ 133,000 677 $ 196
2022-01-03Employee Contributions $ 133,000 677 $ 196
2021-12-31Employer Contributions $ 33,000 641 $ 51
2021-12-31Employee Contributions $ 33,000 641 $ 51
2021-12-29Employer Contributions $ 173,000 641 $ 270
2021-12-29Employee Contributions $ 173,000 641 $ 270
2021-12-28Employer Contributions $ 85,000 641 $ 133
2021-12-28Employee Contributions $ 85,000 641 $ 133
2021-12-16Employer Contributions $ 263,000 641 $ 410
2021-12-16Employee Contributions $ 263,000 641 $ 410
2021-12-15Employer Contributions $ 66,333 641 $ 103
2021-12-15Employee Contributions $ 66,333 641 $ 103
2021-12-09Employer Contributions $ 240,000 641 $ 374
2021-12-09Employee Contributions $ 240,000 641 $ 374
2021-12-06Employer Contributions $ 160,000 641 $ 250
2021-12-06Employee Contributions $ 160,000 641 $ 250
2021-12-01Employer Contributions $ 141,750 641 $ 221
2021-12-01Employee Contributions $ 141,750 641 $ 221
2021-11-23Employer Contributions $ 24,000 641 $ 37
2021-11-23Employee Contributions $ 24,000 641 $ 37
2021-11-01Employer Contributions $ 148,083 641 $ 231
2021-11-01Employee Contributions $ 148,083 641 $ 231
2021-10-01Employer Contributions $ 148,083 641 $ 231
2021-10-01Employee Contributions $ 148,083 641 $ 231
2021-09-01Employer Contributions $ 148,083 641 $ 231
2021-09-01Employee Contributions $ 148,083 641 $ 231
2021-08-02Employer Contributions $ 168,083 641 $ 262
2021-08-02Employee Contributions $ 168,083 641 $ 262
2021-07-01Employer Contributions $ 145,083 641 $ 226
2021-07-01Employee Contributions $ 145,083 641 $ 226
2021-06-01Employer Contributions $ 145,083 641 $ 226
2021-06-01Employee Contributions $ 145,083 641 $ 226
2021-05-03Employer Contributions $ 145,083 641 $ 226
2021-05-03Employee Contributions $ 145,083 641 $ 226
2021-04-01Employer Contributions $ 145,084 641 $ 226
2021-04-01Employee Contributions $ 145,084 641 $ 226
2021-03-01Employer Contributions $ 145,084 641 $ 226
2021-03-01Employee Contributions $ 145,084 641 $ 226
2021-02-01Employer Contributions $ 145,084 641 $ 226
2021-02-01Employee Contributions $ 145,084 641 $ 226
2021-01-04Employer Contributions $ 145,084 641 $ 226
2021-01-04Employee Contributions $ 145,084 641 $ 226
2019-12-02Employer Contributions $ 205,273 521 $ 394
2019-12-02Employee Contributions $ 205,273 521 $ 394
2019-11-01Employer Contributions $ 205,273 521 $ 394
2019-11-01Employee Contributions $ 205,273 521 $ 394
2019-10-01Employer Contributions $ 205,273 521 $ 394
2019-10-01Employee Contributions $ 205,273 521 $ 394
2019-09-03Employer Contributions $ 205,273 521 $ 394
2019-09-03Employee Contributions $ 205,273 521 $ 394
2019-08-01Employer Contributions $ 205,273 521 $ 394
2019-08-01Employee Contributions $ 205,273 521 $ 394
2019-07-01Employer Contributions $ 205,273 521 $ 394
2019-07-01Employee Contributions $ 205,273 521 $ 394
2019-06-03Employer Contributions $ 205,273 521 $ 394
2019-06-03Employee Contributions $ 205,273 521 $ 394
2019-05-01Employer Contributions $ 205,273 521 $ 394
2019-05-01Employee Contributions $ 205,273 521 $ 394
2019-04-01Employer Contributions $ 205,273 521 $ 394
2019-04-01Employee Contributions $ 205,273 521 $ 394
2019-03-01Employer Contributions $ 205,273 521 $ 394
2019-03-01Employee Contributions $ 205,273 521 $ 394
2019-02-01Employer Contributions $ 205,273 521 $ 394
2019-02-01Employee Contributions $ 205,273 521 $ 394
2017-12-01Employer Contributions $ 150,591 409 $ 368
2017-12-01Employee Contributions $ 150,591 409 $ 368
2017-11-01Employer Contributions $ 150,591 409 $ 368
2017-11-01Employee Contributions $ 150,591 409 $ 368
2017-10-02Employer Contributions $ 150,591 409 $ 368
2017-10-02Employee Contributions $ 150,591 409 $ 368
2017-09-01Employer Contributions $ 150,592 409 $ 368
2017-09-01Employee Contributions $ 150,592 409 $ 368
2017-08-01Employer Contributions $ 150,592 409 $ 368
2017-08-01Employee Contributions $ 150,592 409 $ 368
2017-07-03Employer Contributions $ 150,592 409 $ 368
2017-07-03Employee Contributions $ 150,592 409 $ 368
2017-06-01Employer Contributions $ 150,592 409 $ 368
2017-06-01Employee Contributions $ 150,592 409 $ 368
2017-05-01Employer Contributions $ 150,592 409 $ 368
2017-05-01Employee Contributions $ 150,592 409 $ 368
2017-04-21Employer Contributions $ 609 409 $ 1
2017-04-21Employee Contributions $ 609 409 $ 1
2017-04-03Employer Contributions $ 147,217 409 $ 360
2017-04-03Employee Contributions $ 147,217 409 $ 360
2017-03-01Employer Contributions $ 116,817 409 $ 286
2017-03-01Employee Contributions $ 116,817 409 $ 286
2017-02-01Employer Contributions $ 108,250 409 $ 265
2017-02-01Employee Contributions $ 108,250 409 $ 265
2017-01-05Employer Contributions $ 2,400 409 $ 6
2017-01-05Employee Contributions $ 2,400 409 $ 6
2017-01-03Employer Contributions $ 117,583 409 $ 287
2017-01-03Employee Contributions $ 117,583 409 $ 287
2016-12-01Employer Contributions $ 124,150 92 $ 1,349
2016-12-01Employee Contributions $ 124,150 92 $ 1,349
2016-11-01Employer Contributions $ 124,150 92 $ 1,349
2016-11-01Employee Contributions $ 124,150 92 $ 1,349
2016-10-03Employer Contributions $ 124,150 92 $ 1,349
2016-10-03Employee Contributions $ 124,150 92 $ 1,349
2016-09-01Employer Contributions $ 124,150 92 $ 1,349
2016-09-01Employee Contributions $ 124,150 92 $ 1,349
2016-08-01Employer Contributions $ 124,150 92 $ 1,349
2016-08-01Employee Contributions $ 124,150 92 $ 1,349
2016-07-05Employer Contributions $ 124,150 92 $ 1,349
2016-07-05Employee Contributions $ 124,150 92 $ 1,349
2016-06-01Employer Contributions $ 134,650 92 $ 1,464
2016-06-01Employee Contributions $ 134,650 92 $ 1,464
2016-05-02Employer Contributions $ 137,050 92 $ 1,490
2016-05-02Employee Contributions $ 137,050 92 $ 1,490
2016-04-13Employer Contributions $ 445,607 92 $ 4,844
2016-04-13Employee Contributions $ 445,607 92 $ 4,844
2016-04-01Employer Contributions $ 126,250 92 $ 1,372
2016-04-01Employee Contributions $ 126,250 92 $ 1,372
2016-03-01Employer Contributions $ 140,650 92 $ 1,529
2016-03-01Employee Contributions $ 140,650 92 $ 1,529
2016-02-01Employer Contributions $ 160,417 92 $ 1,744
2016-02-01Employee Contributions $ 160,417 92 $ 1,744
2016-01-20Employer Contributions $ 105,083 92 $ 1,142
2016-01-20Employee Contributions $ 105,083 92 $ 1,142
2015-12-31Employer Contributions $ 107,500 105 $ 1,024
2015-12-31Employee Contributions $ 107,500 105 $ 1,024
2015-11-02Employer Contributions $ 107,500 105 $ 1,024
2015-11-02Employee Contributions $ 107,500 105 $ 1,024
2015-10-01Employer Contributions $ 107,500 105 $ 1,024
2015-10-01Employee Contributions $ 107,500 105 $ 1,024
2015-09-01Employer Contributions $ 107,500 105 $ 1,024
2015-09-01Employee Contributions $ 107,500 105 $ 1,024
2015-08-04Employer Contributions $ 107,500 105 $ 1,024
2015-08-04Employee Contributions $ 107,500 105 $ 1,024
2015-07-01Employer Contributions $ 107,500 105 $ 1,024
2015-07-01Employee Contributions $ 107,500 105 $ 1,024
2015-06-01Employer Contributions $ 107,500 105 $ 1,024
2015-06-01Employee Contributions $ 107,500 105 $ 1,024
2015-05-01Employer Contributions $ 107,500 105 $ 1,024
2015-05-01Employee Contributions $ 107,500 105 $ 1,024
2015-04-01Employer Contributions $ 107,500 105 $ 1,024
2015-04-01Employee Contributions $ 107,500 105 $ 1,024
2015-03-04Employer Contributions $ 11,977 105 $ 114
2015-03-04Employee Contributions $ 11,977 105 $ 114
2015-03-02Employer Contributions $ 84,500 105 $ 805
2015-03-02Employee Contributions $ 84,500 105 $ 805
2015-02-02Employer Contributions $ 89,500 105 $ 852
2015-02-02Employee Contributions $ 89,500 105 $ 852
2015-01-02Employer Contributions $ 94,500 105 $ 900
2015-01-02Employee Contributions $ 94,500 105 $ 900
2014-12-01Employer Contributions $ 104,240 340 $ 307
2014-12-01Employee Contributions $ 104,240 340 $ 307
2014-11-03Employer Contributions $ 104,240 340 $ 307
2014-11-03Employee Contributions $ 104,240 340 $ 307
2014-10-01Employer Contributions $ 104,240 340 $ 307
2014-10-01Employee Contributions $ 104,240 340 $ 307
2014-09-02Employer Contributions $ 104,240 340 $ 307
2014-09-02Employee Contributions $ 104,240 340 $ 307
2014-08-01Employer Contributions $ 104,240 340 $ 307
2014-08-01Employee Contributions $ 104,240 340 $ 307
2014-07-01Employer Contributions $ 104,240 340 $ 307
2014-07-01Employee Contributions $ 104,240 340 $ 307
2014-06-02Employer Contributions $ 104,240 340 $ 307
2014-06-02Employee Contributions $ 104,240 340 $ 307
2014-05-01Employer Contributions $ 86,240 340 $ 254
2014-05-01Employee Contributions $ 86,240 340 $ 254
2014-04-24Employer Contributions $ 58,000 340 $ 171
2014-04-24Employee Contributions $ 58,000 340 $ 171
2014-04-01Employer Contributions $ 113,240 340 $ 333
2014-04-01Employee Contributions $ 113,240 340 $ 333
2014-03-03Employer Contributions $ 112,129 340 $ 330
2014-03-03Employee Contributions $ 112,129 340 $ 330
2014-02-03Employer Contributions $ 97,198 340 $ 286
2014-02-03Employee Contributions $ 97,198 340 $ 286
2014-01-02Employer Contributions $ 102,515 340 $ 302
2014-01-02Employee Contributions $ 102,515 340 $ 302
2013-12-02Employer Contributions $ 122,904 291 $ 422
2013-12-02Employee Contributions $ 122,904 291 $ 422
2013-11-01Employer Contributions $ 109,180 291 $ 375
2013-11-01Employee Contributions $ 109,180 291 $ 375
2013-10-01Employer Contributions $ 116,041 291 $ 399
2013-10-01Employee Contributions $ 116,041 291 $ 399
2013-09-03Employer Contributions $ 116,041 291 $ 399
2013-09-03Employee Contributions $ 116,041 291 $ 399
2013-08-01Employer Contributions $ 116,042 291 $ 399
2013-08-01Employee Contributions $ 116,042 291 $ 399
2013-07-01Employer Contributions $ 116,042 291 $ 399
2013-07-01Employee Contributions $ 116,042 291 $ 399
2013-06-03Employer Contributions $ 116,042 291 $ 399
2013-06-03Employee Contributions $ 116,042 291 $ 399
2013-05-01Employer Contributions $ 116,042 291 $ 399
2013-05-01Employee Contributions $ 116,042 291 $ 399
2013-04-01Employer Contributions $ 99,667 291 $ 342
2013-04-01Employee Contributions $ 99,667 291 $ 342
2013-03-04Employer Contributions $ 85,098 291 $ 292
2013-03-04Employee Contributions $ 85,098 291 $ 292
2013-03-01Employer Contributions $ 89,333 291 $ 307
2013-03-01Employee Contributions $ 89,333 291 $ 307
2013-02-01Employer Contributions $ 88,833 291 $ 305
2013-02-01Employee Contributions $ 88,833 291 $ 305
2013-01-02Employer Contributions $ 88,833 291 $ 305
2013-01-02Employee Contributions $ 88,833 291 $ 305
2012-12-03Employer Contributions $ 96,400 252 $ 383
2012-12-03Employee Contributions $ 96,400 252 $ 383
2012-11-01Employer Contributions $ 95,900 252 $ 381
2012-11-01Employee Contributions $ 95,900 252 $ 381
2012-10-01Employer Contributions $ 95,900 252 $ 381
2012-10-01Employee Contributions $ 95,900 252 $ 381
2012-09-04Employer Contributions $ 95,900 252 $ 381
2012-09-04Employee Contributions $ 95,900 252 $ 381
2012-08-01Employer Contributions $ 83,400 252 $ 331
2012-08-01Employee Contributions $ 83,400 252 $ 331
2012-07-02Employer Contributions $ 83,400 252 $ 331
2012-07-02Employee Contributions $ 83,400 252 $ 331
2012-06-01Employer Contributions $ 83,400 252 $ 331
2012-06-01Employee Contributions $ 83,400 252 $ 331
2012-05-01Employer Contributions $ 83,400 252 $ 331
2012-05-01Employee Contributions $ 83,400 252 $ 331
2012-04-02Employer Contributions $ 83,400 252 $ 331
2012-04-02Employee Contributions $ 83,400 252 $ 331
2012-03-26Employer Contributions $ 77,939 252 $ 309
2012-03-26Employee Contributions $ 77,939 252 $ 309
2012-03-01Employer Contributions $ 86,400 252 $ 343
2012-03-01Employee Contributions $ 86,400 252 $ 343
2012-02-10Employer Contributions $ 34,044 252 $ 135
2012-02-10Employee Contributions $ 34,044 252 $ 135
2012-02-01Employer Contributions $ 80,649 252 $ 320
2012-02-01Employee Contributions $ 80,649 252 $ 320
2012-01-27Employer Contributions $ 170,590 252 $ 677
2012-01-27Employee Contributions $ 170,590 252 $ 677
2012-01-03Employer Contributions $ 77,851 252 $ 309
2012-01-03Employee Contributions $ 77,851 252 $ 309
2011-12-09Employer Contributions $ 190,600 177 $ 1,077
2011-12-09Employee Contributions $ 190,600 177 $ 1,077
2011-06-13Employer Contributions $ 557,380 177 $ 3,149
2011-06-13Employee Contributions $ 557,380 177 $ 3,149
2011-04-15Employer Contributions $ 18,526 177 $ 105
2011-04-15Employee Contributions $ 18,526 177 $ 105
2010-12-16Employer Contributions $ 940,000 150 $ 6,267
2010-12-16Employee Contributions $ 940,000 150 $ 6,267

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