D.A. Wheeler & Co. Inc.
Plan context: D.A. Wheeler & Co. Inc. Profit Sharing Trust
EIN 16-0905225 • Bath, NY • 17 filings • 3 plans
Current Snapshot
Latest Year
2015
2015 Participants
3
2015 Assets
$147,844
2015 Contributions
$5,000
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 | 1 | 0 | $0 | $0 | - |
| D.A. Wheeler & Co. Inc. Profit Sharing Trust | - | 0 | $0 | $0 | - |
| 2014 | 1 | 3 | $147,844 | $0 | - |
| D.A. Wheeler & Co. Inc. Profit Sharing Trust | - | 3 | $147,844 | $0 | - |
| 2013 | 1 | 4 | $142,086 | $0 | - |
| D.A. Wheeler & Co. Inc. Profit Sharing Trust | - | 4 | $142,086 | - | - |
| 2012 | 1 | 4 | $109,841 | $0 | - |
| D.A. Wheeler & Co. Inc. Profit Sharing Trust | - | 4 | $109,841 | - | - |
| 2011 | 1 | 3 | $95,687 | $0 | - |
| D.A. Wheeler & Co. Inc. Profit Sharing Trust | - | 3 | $95,687 | - | - |
| 2010 | 1 | 3 | $102,606 | $0 | - |
| D.A. Wheeler & Co. Inc. Profit Sharing Trust | - | 3 | $102,606 | - | - |
| 2009 | 1 | 3 | $87,883 | $0 | - |
| D.A. Wheeler & Co. Inc. Profit Sharing Trust | - | 3 | $87,883 | $0 | - |
| 2008 | 1 | 0 | $65,122 | $0 | - |
| D.A. Wheeler & Co. Inc. Profit Sharing Trust | - | 0 | $65,122 | - | - |
| 2007 | 1 | 3 | $108,054 | $0 | - |
| D.A. Wheeler & Co. Inc. Profit Sharing Trust | - | 3 | $108,054 | - | - |
| 2006 | 1 | 4 | $105,232 | $0 | - |
| D.A. Wheeler & Co. Inc. Profit Sharing Trust | - | 4 | $105,232 | - | - |
| 2005 | 1 | 3 | $94,961 | $5,000 | $1,667iApproximate average salary by contribution assumption: employee only about $41,667 at 4% or $27,778 at 6%; with 50% employer match about $27,778 at 4% or $18,519 at 6%; with 100% employer match about $20,833 at 4% or $13,889 at 6%. |
| D.A. Wheeler & Co. Inc. Profit Sharing Trust | - | 3 | $94,961 | $5,000 | $1,667iApproximate average salary by contribution assumption: employee only about $41,667 at 4% or $27,778 at 6%; with 50% employer match about $27,778 at 4% or $18,519 at 6%; with 100% employer match about $20,833 at 4% or $13,889 at 6%. |
| 2004 | 1 | 4 | $149,812 | $0 | - |
| D.A. Wheeler & Co. Inc. Profit Sharing Trust | - | 4 | $149,812 | - | - |
| 2003 | 1 | 4 | $137,709 | $10,000 | $2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%. |
| D.A. Wheeler & Co. Inc. Profit Sharing Trust | - | 4 | $137,709 | $10,000 | $2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%. |
| 2002 | 1 | 3 | $108,236 | $10,000 | $3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%. |
| D.A. Wheeler & Co. Inc. Profit Sharing Trust | - | 3 | $108,236 | $10,000 | $3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%. |
| 2001 | 1 | 3 | $114,457 | $15,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| D.A. Wheeler & Co. Inc. Profit Sharing Trust | - | 3 | $114,457 | $15,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| 2000 | 1 | 3 | $111,471 | $10,000 | $3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%. |
| D.A. Wheeler & Co. Inc. Profit Sharing Trust | - | 3 | $111,471 | $10,000 | $3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%. |
| 1999 | 1 | 5 | $134,616 | $0 | - |
| D.A. Wheeler & Co. Inc. Profit Sharing Trust | - | 5 | $134,616 | - | - |