Civic Intelligence

Grace Wheeler

Plan context: Grace Wheeler 401 K Profit Sharing Plan Trust

EIN 16-1398029 • Jamestown, NY • 2 filings • 1 plans

118 E First StreetJamestown, NY 14701
Current Snapshot

Latest Year

2017

2017 Participants

2

2017 Assets

$3,352

2017 Contributions

$4,020

Historical Graphs

Total Assets Over Time

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

$3,352$1,676$02016YearValue
$3,352Latest year 2016

Participants Over Time

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

2102016YearValue
2Latest year 2016

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
201710$0$4,020-
Grace Wheeler 401 K Profit Sharing Plan Trust-0$0$4,020-
201612$3,352$3,294$1,647iApproximate average salary by contribution assumption: employee only about $41,175 at 4% or $27,450 at 6%; with 50% employer match about $27,450 at 4% or $18,300 at 6%; with 100% employer match about $20,588 at 4% or $13,725 at 6%.
Grace Wheeler 401 K Profit Sharing Plan Trust-2$3,352$3,294$1,647iApproximate average salary by contribution assumption: employee only about $41,175 at 4% or $27,450 at 6%; with 50% employer match about $27,450 at 4% or $18,300 at 6%; with 100% employer match about $20,588 at 4% or $13,725 at 6%.