Civic Intelligence

Wheeler & Taylor Inc.

Plan context: Wheeler & Taylor Inc. 401(K) Plan and Trust

EIN 04-1964660 • Great Barrington, MA • 32 filings • 3 plans

333 Main StreetGreat Barrington, MA 01230-1813
Current Snapshot

Latest Year

2024

2024 Participants

86

2024 Assets

$7,000,752

2024 Contributions

$1,241,693

Historical Graphs

Total Assets Over Time

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

$7,000,752$3,500,376$0199920122024YearValue
$7,000,752Latest year 2024

Participants Over Time

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

86430199920122024YearValue
86Latest year 2024

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
2024186$7,000,752$1,241,693$14,438iApproximate average salary by contribution assumption: employee only about $360,957 at 4% or $240,638 at 6%; with 50% employer match about $240,638 at 4% or $160,425 at 6%; with 100% employer match about $180,479 at 4% or $120,319 at 6%.
Wheeler & Taylor Inc. 401(K) Plan and Trust-86$7,000,752$1,241,693$14,438iApproximate average salary by contribution assumption: employee only about $360,957 at 4% or $240,638 at 6%; with 50% employer match about $240,638 at 4% or $160,425 at 6%; with 100% employer match about $180,479 at 4% or $120,319 at 6%.
2023172$6,500,195$357,068$4,959iApproximate average salary by contribution assumption: employee only about $123,982 at 4% or $82,655 at 6%; with 50% employer match about $82,655 at 4% or $55,103 at 6%; with 100% employer match about $61,991 at 4% or $41,327 at 6%.
Wheeler & Taylor Inc. 401(K) Plan and Trust-72$6,500,195$357,068$4,959iApproximate average salary by contribution assumption: employee only about $123,982 at 4% or $82,655 at 6%; with 50% employer match about $82,655 at 4% or $55,103 at 6%; with 100% employer match about $61,991 at 4% or $41,327 at 6%.
2022166$5,493,672$385,980$5,848iApproximate average salary by contribution assumption: employee only about $146,205 at 4% or $97,470 at 6%; with 50% employer match about $97,470 at 4% or $64,980 at 6%; with 100% employer match about $73,102 at 4% or $48,735 at 6%.
Wheeler & Taylor Inc. 401(K) Plan and Trust-66$5,493,672$385,980$5,848iApproximate average salary by contribution assumption: employee only about $146,205 at 4% or $97,470 at 6%; with 50% employer match about $97,470 at 4% or $64,980 at 6%; with 100% employer match about $73,102 at 4% or $48,735 at 6%.
2021160$6,123,946$293,180$4,886iApproximate average salary by contribution assumption: employee only about $122,158 at 4% or $81,439 at 6%; with 50% employer match about $81,439 at 4% or $54,293 at 6%; with 100% employer match about $61,079 at 4% or $40,719 at 6%.
Wheeler & Taylor Inc. 401(K) Plan and Trust-60$6,123,946$293,180$4,886iApproximate average salary by contribution assumption: employee only about $122,158 at 4% or $81,439 at 6%; with 50% employer match about $81,439 at 4% or $54,293 at 6%; with 100% employer match about $61,079 at 4% or $40,719 at 6%.
2020156$5,442,651$379,509$6,777iApproximate average salary by contribution assumption: employee only about $169,424 at 4% or $112,949 at 6%; with 50% employer match about $112,949 at 4% or $75,299 at 6%; with 100% employer match about $84,712 at 4% or $56,475 at 6%.
Wheeler & Taylor Inc. 401(K) Plan and Trust-56$5,442,651$379,509$6,777iApproximate average salary by contribution assumption: employee only about $169,424 at 4% or $112,949 at 6%; with 50% employer match about $112,949 at 4% or $75,299 at 6%; with 100% employer match about $84,712 at 4% or $56,475 at 6%.
2019154$4,481,245$207,218$3,837iApproximate average salary by contribution assumption: employee only about $95,934 at 4% or $63,956 at 6%; with 50% employer match about $63,956 at 4% or $42,637 at 6%; with 100% employer match about $47,967 at 4% or $31,978 at 6%.
Wheeler & Taylor Inc. 401(K) Plan and Trust-54$4,481,245$207,218$3,837iApproximate average salary by contribution assumption: employee only about $95,934 at 4% or $63,956 at 6%; with 50% employer match about $63,956 at 4% or $42,637 at 6%; with 100% employer match about $47,967 at 4% or $31,978 at 6%.
2018153$3,590,790$241,368$4,554iApproximate average salary by contribution assumption: employee only about $113,853 at 4% or $75,902 at 6%; with 50% employer match about $75,902 at 4% or $50,601 at 6%; with 100% employer match about $56,926 at 4% or $37,951 at 6%.
Wheeler & Taylor Inc. 401(K) Plan and Trust-53$3,590,790$241,368$4,554iApproximate average salary by contribution assumption: employee only about $113,853 at 4% or $75,902 at 6%; with 50% employer match about $75,902 at 4% or $50,601 at 6%; with 100% employer match about $56,926 at 4% or $37,951 at 6%.
2017149$3,606,711$233,450$4,764iApproximate average salary by contribution assumption: employee only about $119,107 at 4% or $79,405 at 6%; with 50% employer match about $79,405 at 4% or $52,937 at 6%; with 100% employer match about $59,554 at 4% or $39,702 at 6%.
Wheeler & Taylor Inc. 401(K) Plan and Trust-49$3,606,711$233,450$4,764iApproximate average salary by contribution assumption: employee only about $119,107 at 4% or $79,405 at 6%; with 50% employer match about $79,405 at 4% or $52,937 at 6%; with 100% employer match about $59,554 at 4% or $39,702 at 6%.
2016149$3,132,567$315,569$6,440iApproximate average salary by contribution assumption: employee only about $161,005 at 4% or $107,336 at 6%; with 50% employer match about $107,336 at 4% or $71,558 at 6%; with 100% employer match about $80,502 at 4% or $53,668 at 6%.
Wheeler & Taylor Inc. 401(K) Plan and Trust-49$3,132,567$315,569$6,440iApproximate average salary by contribution assumption: employee only about $161,005 at 4% or $107,336 at 6%; with 50% employer match about $107,336 at 4% or $71,558 at 6%; with 100% employer match about $80,502 at 4% or $53,668 at 6%.
2015147$2,740,838$225,090$4,789iApproximate average salary by contribution assumption: employee only about $119,729 at 4% or $79,819 at 6%; with 50% employer match about $79,819 at 4% or $53,213 at 6%; with 100% employer match about $59,864 at 4% or $39,910 at 6%.
Wheeler & Taylor Inc. 401(K) Plan and Trust-47$2,740,838$225,090$4,789iApproximate average salary by contribution assumption: employee only about $119,729 at 4% or $79,819 at 6%; with 50% employer match about $79,819 at 4% or $53,213 at 6%; with 100% employer match about $59,864 at 4% or $39,910 at 6%.
2014147$2,620,410$242,523$5,160iApproximate average salary by contribution assumption: employee only about $129,002 at 4% or $86,001 at 6%; with 50% employer match about $86,001 at 4% or $57,334 at 6%; with 100% employer match about $64,501 at 4% or $43,001 at 6%.
Wheeler & Taylor Inc. 401(K) Plan and Trust-47$2,620,410$242,523$5,160iApproximate average salary by contribution assumption: employee only about $129,002 at 4% or $86,001 at 6%; with 50% employer match about $86,001 at 4% or $57,334 at 6%; with 100% employer match about $64,501 at 4% or $43,001 at 6%.
2013147$2,507,648$250,183$5,323iApproximate average salary by contribution assumption: employee only about $133,076 at 4% or $88,717 at 6%; with 50% employer match about $88,717 at 4% or $59,145 at 6%; with 100% employer match about $66,538 at 4% or $44,359 at 6%.
Wheeler & Taylor Inc. 401(K) Plan and Trust-47$2,507,648$250,183$5,323iApproximate average salary by contribution assumption: employee only about $133,076 at 4% or $88,717 at 6%; with 50% employer match about $88,717 at 4% or $59,145 at 6%; with 100% employer match about $66,538 at 4% or $44,359 at 6%.
2012150$2,597,690$228,089$4,562iApproximate average salary by contribution assumption: employee only about $114,044 at 4% or $76,030 at 6%; with 50% employer match about $76,030 at 4% or $50,686 at 6%; with 100% employer match about $57,022 at 4% or $38,015 at 6%.
Wheeler & Taylor Inc. 401(K) Plan and Trust-50$2,597,690$228,089$4,562iApproximate average salary by contribution assumption: employee only about $114,044 at 4% or $76,030 at 6%; with 50% employer match about $76,030 at 4% or $50,686 at 6%; with 100% employer match about $57,022 at 4% or $38,015 at 6%.
2011146$2,204,920$245,731$5,342iApproximate average salary by contribution assumption: employee only about $133,549 at 4% or $89,033 at 6%; with 50% employer match about $89,033 at 4% or $59,355 at 6%; with 100% employer match about $66,775 at 4% or $44,516 at 6%.
Wheeler & Taylor Inc. 401(K) Plan and Trust-46$2,204,920$245,731$5,342iApproximate average salary by contribution assumption: employee only about $133,549 at 4% or $89,033 at 6%; with 50% employer match about $89,033 at 4% or $59,355 at 6%; with 100% employer match about $66,775 at 4% or $44,516 at 6%.
2010149$2,511,715$253,596$5,175iApproximate average salary by contribution assumption: employee only about $129,386 at 4% or $86,257 at 6%; with 50% employer match about $86,257 at 4% or $57,505 at 6%; with 100% employer match about $64,693 at 4% or $43,129 at 6%.
Wheeler & Taylor Inc. 401(K) Plan and Trust-49$2,511,715$253,596$5,175iApproximate average salary by contribution assumption: employee only about $129,386 at 4% or $86,257 at 6%; with 50% employer match about $86,257 at 4% or $57,505 at 6%; with 100% employer match about $64,693 at 4% or $43,129 at 6%.
2009162$2,423,824$393,374$6,345iApproximate average salary by contribution assumption: employee only about $158,619 at 4% or $105,746 at 6%; with 50% employer match about $105,746 at 4% or $70,497 at 6%; with 100% employer match about $79,309 at 4% or $52,873 at 6%.
Wheeler & Taylor Inc. 401(K) Plan and Trust-62$2,423,824$393,374$6,345iApproximate average salary by contribution assumption: employee only about $158,619 at 4% or $105,746 at 6%; with 50% employer match about $105,746 at 4% or $70,497 at 6%; with 100% employer match about $79,309 at 4% or $52,873 at 6%.
2008147$1,708,687$349,932$7,445iApproximate average salary by contribution assumption: employee only about $186,134 at 4% or $124,089 at 6%; with 50% employer match about $124,089 at 4% or $82,726 at 6%; with 100% employer match about $93,067 at 4% or $62,045 at 6%.
Wheeler & Taylor Inc. 401(K) Plan and Trust-47$1,708,687$349,932$7,445iApproximate average salary by contribution assumption: employee only about $186,134 at 4% or $124,089 at 6%; with 50% employer match about $124,089 at 4% or $82,726 at 6%; with 100% employer match about $93,067 at 4% or $62,045 at 6%.
2007140$2,072,282$367,228$9,181iApproximate average salary by contribution assumption: employee only about $229,518 at 4% or $153,012 at 6%; with 50% employer match about $153,012 at 4% or $102,008 at 6%; with 100% employer match about $114,759 at 4% or $76,506 at 6%.
Wheeler & Taylor Inc. 401(K) Plan and Trust-40$2,072,282$367,228$9,181iApproximate average salary by contribution assumption: employee only about $229,518 at 4% or $153,012 at 6%; with 50% employer match about $153,012 at 4% or $102,008 at 6%; with 100% employer match about $114,759 at 4% or $76,506 at 6%.
2006138$1,963,138$386,785$10,179iApproximate average salary by contribution assumption: employee only about $254,464 at 4% or $169,643 at 6%; with 50% employer match about $169,643 at 4% or $113,095 at 6%; with 100% employer match about $127,232 at 4% or $84,821 at 6%.
Wheeler & Taylor Inc. 401(K) Plan and Trust-38$1,963,138$386,785$10,179iApproximate average salary by contribution assumption: employee only about $254,464 at 4% or $169,643 at 6%; with 50% employer match about $169,643 at 4% or $113,095 at 6%; with 100% employer match about $127,232 at 4% or $84,821 at 6%.
2005242$1,396,162$592,718$14,112iApproximate average salary by contribution assumption: employee only about $352,808 at 4% or $235,206 at 6%; with 50% employer match about $235,206 at 4% or $156,804 at 6%; with 100% employer match about $176,404 at 4% or $117,603 at 6%.
Wheeler & Taylor Inc. 401(K) Plan and Trust-42$1,396,162$411,516$9,798iApproximate average salary by contribution assumption: employee only about $244,950 at 4% or $163,300 at 6%; with 50% employer match about $163,300 at 4% or $108,867 at 6%; with 100% employer match about $122,475 at 4% or $81,650 at 6%.
Wheeler & Taylor Inc. Defined Benefit Pension Plan and Trust-0-$181,202-
2004241$3,875,070$600,045$14,635iApproximate average salary by contribution assumption: employee only about $365,881 at 4% or $243,921 at 6%; with 50% employer match about $243,921 at 4% or $162,614 at 6%; with 100% employer match about $182,941 at 4% or $121,960 at 6%.
Wheeler & Taylor Inc. Defined Benefit Pension Plan and Trust-40$2,949,337$259,382$6,485iApproximate average salary by contribution assumption: employee only about $162,114 at 4% or $108,076 at 6%; with 50% employer match about $108,076 at 4% or $72,051 at 6%; with 100% employer match about $81,057 at 4% or $54,038 at 6%.
Wheeler & Taylor Inc. 401(K) Plan and Trust-41$925,733$340,663$8,309iApproximate average salary by contribution assumption: employee only about $207,721 at 4% or $138,481 at 6%; with 50% employer match about $138,481 at 4% or $92,321 at 6%; with 100% employer match about $103,861 at 4% or $69,240 at 6%.
2003240$562,387$179,047$4,476iApproximate average salary by contribution assumption: employee only about $111,904 at 4% or $74,603 at 6%; with 50% employer match about $74,603 at 4% or $49,735 at 6%; with 100% employer match about $55,952 at 4% or $37,301 at 6%.
Wheeler & Taylor Inc. 401(K) Plan and Trust-39$562,387$179,047$4,591iApproximate average salary by contribution assumption: employee only about $114,774 at 4% or $76,516 at 6%; with 50% employer match about $76,516 at 4% or $51,011 at 6%; with 100% employer match about $57,387 at 4% or $38,258 at 6%.
Wheeler & Taylor Inc. Defined Benefit Pension Plan and Trust-40---
2002241$2,485,999$449,703$10,968iApproximate average salary by contribution assumption: employee only about $274,209 at 4% or $182,806 at 6%; with 50% employer match about $182,806 at 4% or $121,871 at 6%; with 100% employer match about $137,105 at 4% or $91,403 at 6%.
Wheeler & Taylor Inc. Defined Benefit Pension Plan and Trust-40$2,167,569$363,000$9,075iApproximate average salary by contribution assumption: employee only about $226,875 at 4% or $151,250 at 6%; with 50% employer match about $151,250 at 4% or $100,833 at 6%; with 100% employer match about $113,438 at 4% or $75,625 at 6%.
Wheeler & Taylor Inc. 401(K) Plan and Trust-41$318,430$86,703$2,115iApproximate average salary by contribution assumption: employee only about $52,868 at 4% or $35,245 at 6%; with 50% employer match about $35,245 at 4% or $23,497 at 6%; with 100% employer match about $26,434 at 4% or $17,623 at 6%.
2001242$2,457,345$297,678$7,088iApproximate average salary by contribution assumption: employee only about $177,189 at 4% or $118,126 at 6%; with 50% employer match about $118,126 at 4% or $78,751 at 6%; with 100% employer match about $88,595 at 4% or $59,063 at 6%.
Wheeler & Taylor Inc. Defined Benefit Pension Plan and Trust-42$2,184,294$216,643$5,158iApproximate average salary by contribution assumption: employee only about $128,954 at 4% or $85,969 at 6%; with 50% employer match about $85,969 at 4% or $57,313 at 6%; with 100% employer match about $64,477 at 4% or $42,985 at 6%.
Wheeler & Taylor Inc. 401(K) Plan and Trust-38$273,051$81,035$2,133iApproximate average salary by contribution assumption: employee only about $53,313 at 4% or $35,542 at 6%; with 50% employer match about $35,542 at 4% or $23,694 at 6%; with 100% employer match about $26,656 at 4% or $17,771 at 6%.
2000235$2,269,554$50,974$1,456iApproximate average salary by contribution assumption: employee only about $36,410 at 4% or $24,273 at 6%; with 50% employer match about $24,273 at 4% or $16,182 at 6%; with 100% employer match about $18,205 at 4% or $12,137 at 6%.
Wheeler & Taylor Inc. Defined Benefit Pension Plan and Trust-35$2,269,554$50,974$1,456iApproximate average salary by contribution assumption: employee only about $36,410 at 4% or $24,273 at 6%; with 50% employer match about $24,273 at 4% or $16,182 at 6%; with 100% employer match about $18,205 at 4% or $12,137 at 6%.
Wheeler & Taylor Inc. 401(K) Plan and Trust-33---
1999133$2,152,553$152,923$4,634iApproximate average salary by contribution assumption: employee only about $115,851 at 4% or $77,234 at 6%; with 50% employer match about $77,234 at 4% or $51,489 at 6%; with 100% employer match about $57,925 at 4% or $38,617 at 6%.
Wheeler & Taylor Inc. Defined Benefit Pension Plan and Trust-33$2,152,553$152,923$4,634iApproximate average salary by contribution assumption: employee only about $115,851 at 4% or $77,234 at 6%; with 50% employer match about $77,234 at 4% or $51,489 at 6%; with 100% employer match about $57,925 at 4% or $38,617 at 6%.