Civic Intelligence

Philip Wheelr, C.P.A.

Plan context: Philip Wheeler, C.P.A. Profit Sharing Plan

EIN 02-0307255 • 2 filings • 1 plans

Current Snapshot

Latest Year

2000

2000 Participants

2

2000 Assets

$2,762,063

2000 Contributions

$12,750

Historical Graphs

Total Assets Over Time

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

$2,762,063$1,381,032$01999YearValue
$2,762,063Latest year 1999

Participants Over Time

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

2101999YearValue
2Latest year 1999

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
200010$0$0-
Philip Wheeler, C.P.A. Profit Sharing Plan-0---
199912$2,762,063$12,750$6,375iApproximate average salary by contribution assumption: employee only about $159,375 at 4% or $106,250 at 6%; with 50% employer match about $106,250 at 4% or $70,833 at 6%; with 100% employer match about $79,688 at 4% or $53,125 at 6%.
Philip Wheeler, C.P.A. Profit Sharing Plan-2$2,762,063$12,750$6,375iApproximate average salary by contribution assumption: employee only about $159,375 at 4% or $106,250 at 6%; with 50% employer match about $106,250 at 4% or $70,833 at 6%; with 100% employer match about $79,688 at 4% or $53,125 at 6%.