Gary R. Wheelock Inc.
Plan context: Advantage Payroll Services 401K Plan
EIN 05-0446241 • 15 filings • 2 plans
Current Snapshot
Latest Year
2008
2008 Participants
22
2008 Assets
$2,773,650
2008 Contributions
$223,370
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 |
|---|---|---|---|---|---|
| 2008 | 1 | 0 | $0 | $223,370 | - |
| Advantage Payroll Services 401K Plan | - | 0 | - | $223,370 | - |
| 2007 | 1 | 22 | $2,773,650 | $233,147 | $10,598iApproximate average salary by contribution assumption: employee only about $264,940 at 4% or $176,627 at 6%; with 50% employer match about $176,627 at 4% or $117,751 at 6%; with 100% employer match about $132,470 at 4% or $88,313 at 6%. |
| Advantage Payroll Services 401K Plan | - | 22 | $2,773,650 | $233,147 | $10,598iApproximate average salary by contribution assumption: employee only about $264,940 at 4% or $176,627 at 6%; with 50% employer match about $176,627 at 4% or $117,751 at 6%; with 100% employer match about $132,470 at 4% or $88,313 at 6%. |
| 2006 | 1 | 21 | $2,374,779 | $234,521 | $11,168iApproximate average salary by contribution assumption: employee only about $279,192 at 4% or $186,128 at 6%; with 50% employer match about $186,128 at 4% or $124,085 at 6%; with 100% employer match about $139,596 at 4% or $93,064 at 6%. |
| Advantage Payroll Services 401K Plan | - | 21 | $2,374,779 | $234,521 | $11,168iApproximate average salary by contribution assumption: employee only about $279,192 at 4% or $186,128 at 6%; with 50% employer match about $186,128 at 4% or $124,085 at 6%; with 100% employer match about $139,596 at 4% or $93,064 at 6%. |
| 2005 | 1 | 23 | $1,881,154 | $232,623 | $10,114iApproximate average salary by contribution assumption: employee only about $252,851 at 4% or $168,567 at 6%; with 50% employer match about $168,567 at 4% or $112,378 at 6%; with 100% employer match about $126,426 at 4% or $84,284 at 6%. |
| Advantage Payroll Services 401K Plan | - | 23 | $1,881,154 | $232,623 | $10,114iApproximate average salary by contribution assumption: employee only about $252,851 at 4% or $168,567 at 6%; with 50% employer match about $168,567 at 4% or $112,378 at 6%; with 100% employer match about $126,426 at 4% or $84,284 at 6%. |
| 2004 | 1 | 26 | $1,490,239 | $224,174 | $8,622iApproximate average salary by contribution assumption: employee only about $215,552 at 4% or $143,701 at 6%; with 50% employer match about $143,701 at 4% or $95,801 at 6%; with 100% employer match about $107,776 at 4% or $71,851 at 6%. |
| Advantage Payroll Services 401K Plan | - | 26 | $1,490,239 | $224,174 | $8,622iApproximate average salary by contribution assumption: employee only about $215,552 at 4% or $143,701 at 6%; with 50% employer match about $143,701 at 4% or $95,801 at 6%; with 100% employer match about $107,776 at 4% or $71,851 at 6%. |
| 2003 | 2 | 20 | $1,111,610 | $275,692 | $13,785iApproximate average salary by contribution assumption: employee only about $344,615 at 4% or $229,743 at 6%; with 50% employer match about $229,743 at 4% or $153,162 at 6%; with 100% employer match about $172,308 at 4% or $114,872 at 6%. |
| Advantage Payroll Services 401K Plan | - | 20 | $1,111,610 | $275,692 | $13,785iApproximate average salary by contribution assumption: employee only about $344,615 at 4% or $229,743 at 6%; with 50% employer match about $229,743 at 4% or $153,162 at 6%; with 100% employer match about $172,308 at 4% or $114,872 at 6%. |
| Advantage Payroll Services Money Purchase Pension Plan | - | 0 | - | - | - |
| 2002 | 2 | 20 | $674,404 | $232,595 | $11,630iApproximate average salary by contribution assumption: employee only about $290,744 at 4% or $193,829 at 6%; with 50% employer match about $193,829 at 4% or $129,219 at 6%; with 100% employer match about $145,372 at 4% or $96,915 at 6%. |
| Advantage Payroll Services 401K Plan | - | 20 | $601,465 | $232,595 | $11,630iApproximate average salary by contribution assumption: employee only about $290,744 at 4% or $193,829 at 6%; with 50% employer match about $193,829 at 4% or $129,219 at 6%; with 100% employer match about $145,372 at 4% or $96,915 at 6%. |
| Advantage Payroll Services Money Purchase Pension Plan | - | 20 | $72,939 | - | - |
| 2001 | 2 | 17 | $0 | $0 | - |
| Advantage Payroll Services Money Purchase Pension Plan | - | 17 | - | - | - |
| Advantage Payroll Services 401K Plan | - | 17 | - | - | - |
| 2000 | 2 | 17 | $479,838 | $138,903 | $8,171iApproximate average salary by contribution assumption: employee only about $204,269 at 4% or $136,179 at 6%; with 50% employer match about $136,179 at 4% or $90,786 at 6%; with 100% employer match about $102,135 at 4% or $68,090 at 6%. |
| Advantage Payroll Services 401K Plan | - | 17 | $413,056 | $99,403 | $5,847iApproximate average salary by contribution assumption: employee only about $146,181 at 4% or $97,454 at 6%; with 50% employer match about $97,454 at 4% or $64,969 at 6%; with 100% employer match about $73,090 at 4% or $48,727 at 6%. |
| Advantage Payroll Services Money Purchase Pension Plan | - | 17 | $66,782 | $39,500 | $2,324iApproximate average salary by contribution assumption: employee only about $58,088 at 4% or $38,725 at 6%; with 50% employer match about $38,725 at 4% or $25,817 at 6%; with 100% employer match about $29,044 at 4% or $19,363 at 6%. |
| 1999 | 2 | 16 | $378,753 | $119,119 | $7,445iApproximate average salary by contribution assumption: employee only about $186,123 at 4% or $124,082 at 6%; with 50% employer match about $124,082 at 4% or $82,722 at 6%; with 100% employer match about $93,062 at 4% or $62,041 at 6%. |
| Advantage Payroll Services 401K Plan | - | 16 | $345,711 | $86,077 | $5,380iApproximate average salary by contribution assumption: employee only about $134,495 at 4% or $89,664 at 6%; with 50% employer match about $89,664 at 4% or $59,776 at 6%; with 100% employer match about $67,248 at 4% or $44,832 at 6%. |
| Advantage Payroll Services Money Purchase Pension Plan | - | 16 | $33,042 | $33,042 | $2,065iApproximate average salary by contribution assumption: employee only about $51,628 at 4% or $34,419 at 6%; with 50% employer match about $34,419 at 4% or $22,946 at 6%; with 100% employer match about $25,814 at 4% or $17,209 at 6%. |