Alan E. Wheeler
Plan context: Alan E. Wheeler Agency Inc. Profit Sharing Plan
EIN 11-3548023 • Brooklyn, NY • 22 filings • 7 plans
Current Snapshot
Latest Year
2020
2020 Participants
12
2020 Assets
$1,531,501
2020 Contributions
$70,000
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 0 | $0 | $0 | - |
| Alan E. Wheeler Agency Inc. Profit Sharing Plan | - | 0 | $0 | - | - |
| 2019 | 1 | 12 | $1,531,501 | $0 | - |
| Alan E. Wheeler Agency Inc. Profit Sharing Plan | - | 12 | $1,531,501 | - | - |
| 2018 | 1 | 13 | $1,201,865 | $0 | - |
| Alan E. Wheeler Agency Inc. Profit Sharing Plan | - | 13 | $1,201,865 | - | - |
| 2017 | 1 | 13 | $1,269,289 | $0 | - |
| Alan E. Wheeler Agency Inc. Profit Sharing Plan | - | 13 | $1,269,289 | - | - |
| 2016 | 1 | 12 | $1,088,803 | $0 | - |
| Alan E. Wheeler Agency Inc. Profit Sharing Plan | - | 12 | $1,088,803 | - | - |
| 2015 | 1 | 12 | $943,572 | $0 | - |
| Alan E. Wheeler Agency Inc. Profit Sharing Plan | - | 12 | $943,572 | - | - |
| 2014 | 1 | 10 | $979,736 | $0 | - |
| Alan E. Wheeler Agency Inc. Profit Sharing Plan | - | 10 | $979,736 | - | - |
| 2013 | 1 | 10 | $875,884 | $0 | - |
| Alan E. Wheeler Agency Inc. Profit Sharing Plan | - | 10 | $875,884 | $0 | - |
| 2012 | 1 | 7 | $767,409 | $0 | - |
| Alan E. Wheeler Agency Inc. Profit Sharing Plan | - | 7 | $767,409 | $0 | - |
| 2011 | 1 | 8 | $689,135 | $70,000 | $8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%. |
| Alan E. Wheeler Agency Inc. Profit Sharing Plan | - | 8 | $689,135 | $70,000 | $8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%. |
| 2010 | 1 | 6 | $624,326 | $67,857 | $11,310iApproximate average salary by contribution assumption: employee only about $282,738 at 4% or $188,492 at 6%; with 50% employer match about $188,492 at 4% or $125,661 at 6%; with 100% employer match about $141,369 at 4% or $94,246 at 6%. |
| Alan E. Wheeler Agency Inc. Profit Sharing Plan | - | 6 | $624,326 | $67,857 | $11,310iApproximate average salary by contribution assumption: employee only about $282,738 at 4% or $188,492 at 6%; with 50% employer match about $188,492 at 4% or $125,661 at 6%; with 100% employer match about $141,369 at 4% or $94,246 at 6%. |
| 2009 | 1 | 5 | $500,027 | $49,000 | $9,800iApproximate average salary by contribution assumption: employee only about $245,000 at 4% or $163,333 at 6%; with 50% employer match about $163,333 at 4% or $108,889 at 6%; with 100% employer match about $122,500 at 4% or $81,667 at 6%. |
| Alan E. Wheeler Agency Inc. Profit Sharing Plan | - | 5 | $500,027 | $49,000 | $9,800iApproximate average salary by contribution assumption: employee only about $245,000 at 4% or $163,333 at 6%; with 50% employer match about $163,333 at 4% or $108,889 at 6%; with 100% employer match about $122,500 at 4% or $81,667 at 6%. |
| 2008 | 1 | 4 | $0 | $0 | - |
| Alan E. Wheeler Agency Inc. Profit Sharing Plan | - | 4 | - | - | - |
| 2007 | 1 | 5 | $0 | $0 | - |
| Alan E. Wheeler Agency Inc. Profit Sharing Plan | - | 5 | - | - | - |
| 2006 | 1 | 2 | $299,451 | $0 | - |
| Alan E. Wheeler Agency Inc. Profit Sharing Plan | - | 2 | $299,451 | - | - |
| 2005 | 2 | 5 | $279,997 | $0 | - |
| Alan E. Wheeler Agency Inc. Profit Sharing Plan | - | 5 | $279,997 | - | - |
| ALAN WHEELER AGENCY INC | - | 0 | - | - | - |
| 2004 | 2 | 3 | $242,513 | $0 | - |
| Alan E. Wheeler Agency Inc. Profit Sharing Plan | - | 3 | $178,786 | - | - |
| ALAN WHEELER AGENCY, INC MONEY PURCHASE PLAN | - | 3 | $63,727 | - | - |
| 2002 | 1 | 4 | $147,594 | $42,849 | $10,712iApproximate average salary by contribution assumption: employee only about $267,806 at 4% or $178,538 at 6%; with 50% employer match about $178,538 at 4% or $119,025 at 6%; with 100% employer match about $133,903 at 4% or $89,269 at 6%. |
| Alan E. Wheeler Agency Inc. Profit Sharing Plan | - | 4 | $147,594 | $42,849 | $10,712iApproximate average salary by contribution assumption: employee only about $267,806 at 4% or $178,538 at 6%; with 50% employer match about $178,538 at 4% or $119,025 at 6%; with 100% employer match about $133,903 at 4% or $89,269 at 6%. |
| 2001 | 1 | 4 | $0 | $0 | - |
| Alan E. Wheeler Agency Inc. Profit Sharing Plan | - | 4 | - | - | - |
| 2000 | 1 | 1 | $0 | $0 | - |
| JEFFREY BROWN PROFIT SHARING PLAN | - | 1 | - | - | - |