Wheeler & Associates
Plan context: WHEELER CASH BALANCE PLAN
EIN 02-0764155 • Westlake Village, CA • 4 filings • 2 plans
Current Snapshot
Latest Year
2015
2015 Participants
3
2015 Assets
$785,548
2015 Contributions
$350,000
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 |
|---|---|---|---|---|---|
| 2015 | 2 | 3 | $785,548 | $350,000 | $116,667iApproximate average salary by contribution assumption: employee only about $2,916,667 at 4% or $1,944,444 at 6%; with 50% employer match about $1,944,444 at 4% or $1,296,296 at 6%; with 100% employer match about $1,458,333 at 4% or $972,222 at 6%. |
| WHEELER CASH BALANCE PLAN | - | 3 | $675,254 | $326,087 | $108,696iApproximate average salary by contribution assumption: employee only about $2,717,392 at 4% or $1,811,594 at 6%; with 50% employer match about $1,811,594 at 4% or $1,207,730 at 6%; with 100% employer match about $1,358,696 at 4% or $905,797 at 6%. |
| Wheeler 401(K) Profit Sharing Plan | - | 3 | $110,294 | $23,913 | $7,971iApproximate average salary by contribution assumption: employee only about $199,275 at 4% or $132,850 at 6%; with 50% employer match about $132,850 at 4% or $88,567 at 6%; with 100% employer match about $99,638 at 4% or $66,425 at 6%. |
| 2014 | 2 | 3 | $447,217 | $447,217 | $149,072iApproximate average salary by contribution assumption: employee only about $3,726,808 at 4% or $2,484,539 at 6%; with 50% employer match about $2,484,539 at 4% or $1,656,359 at 6%; with 100% employer match about $1,863,404 at 4% or $1,242,269 at 6%. |
| WHEELER CASH BALANCE PLAN | - | 3 | $357,400 | $357,400 | $119,133iApproximate average salary by contribution assumption: employee only about $2,978,333 at 4% or $1,985,556 at 6%; with 50% employer match about $1,985,556 at 4% or $1,323,704 at 6%; with 100% employer match about $1,489,167 at 4% or $992,778 at 6%. |
| Wheeler 401(K) Profit Sharing Plan | - | 3 | $89,817 | $89,817 | $29,939iApproximate average salary by contribution assumption: employee only about $748,475 at 4% or $498,983 at 6%; with 50% employer match about $498,983 at 4% or $332,656 at 6%; with 100% employer match about $374,238 at 4% or $249,492 at 6%. |