J a Wheeler and Associates
Plan context: J a Wheeler and Associates 401K Plan
EIN 20-0167007 • St Francisvle, LA • 6 filings • 1 plans
Current Snapshot
Latest Year
2012
2012 Participants
3
2012 Assets
$135,078
2012 Contributions
$1,738
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 |
|---|---|---|---|---|---|
| 2012 | 1 | 0 | $0 | $1,738 | - |
| J a Wheeler and Associates 401K Plan | - | 0 | $0 | $1,738 | - |
| 2011 | 1 | 3 | $135,078 | $8,887 | $2,962iApproximate average salary by contribution assumption: employee only about $74,058 at 4% or $49,372 at 6%; with 50% employer match about $49,372 at 4% or $32,915 at 6%; with 100% employer match about $37,029 at 4% or $24,686 at 6%. |
| J a Wheeler and Associates 401K Plan | - | 3 | $135,078 | $8,887 | $2,962iApproximate average salary by contribution assumption: employee only about $74,058 at 4% or $49,372 at 6%; with 50% employer match about $49,372 at 4% or $32,915 at 6%; with 100% employer match about $37,029 at 4% or $24,686 at 6%. |
| 2010 | 1 | 3 | $131,663 | $28,552 | $9,517iApproximate average salary by contribution assumption: employee only about $237,933 at 4% or $158,622 at 6%; with 50% employer match about $158,622 at 4% or $105,748 at 6%; with 100% employer match about $118,967 at 4% or $79,311 at 6%. |
| J a Wheeler and Associates 401K Plan | - | 3 | $131,663 | $28,552 | $9,517iApproximate average salary by contribution assumption: employee only about $237,933 at 4% or $158,622 at 6%; with 50% employer match about $158,622 at 4% or $105,748 at 6%; with 100% employer match about $118,967 at 4% or $79,311 at 6%. |
| 2009 | 1 | 3 | $91,221 | $7,037 | $2,346iApproximate average salary by contribution assumption: employee only about $58,642 at 4% or $39,094 at 6%; with 50% employer match about $39,094 at 4% or $26,063 at 6%; with 100% employer match about $29,321 at 4% or $19,547 at 6%. |
| J a Wheeler and Associates 401K Plan | - | 3 | $91,221 | $7,037 | $2,346iApproximate average salary by contribution assumption: employee only about $58,642 at 4% or $39,094 at 6%; with 50% employer match about $39,094 at 4% or $26,063 at 6%; with 100% employer match about $29,321 at 4% or $19,547 at 6%. |
| 2008 | 1 | 3 | $70,928 | $35,720 | $11,907iApproximate average salary by contribution assumption: employee only about $297,667 at 4% or $198,444 at 6%; with 50% employer match about $198,444 at 4% or $132,296 at 6%; with 100% employer match about $148,833 at 4% or $99,222 at 6%. |
| J a Wheeler and Associates 401K Plan | - | 3 | $70,928 | $35,720 | $11,907iApproximate average salary by contribution assumption: employee only about $297,667 at 4% or $198,444 at 6%; with 50% employer match about $198,444 at 4% or $132,296 at 6%; with 100% employer match about $148,833 at 4% or $99,222 at 6%. |
| 2007 | 1 | 3 | $0 | $0 | - |
| J a Wheeler and Associates 401K Plan | - | 3 | - | - | - |