Wheeler Trigg O Donnell
Plan context: Wheeler Trigg O'Donnell LLP 401(K) Profit-Sharing Plan
EIN 20-0697269 • 68 filings • 12 plans
Current Snapshot
Latest Year
2024
2024 Participants
233
2024 Assets
$89,596,133
2024 Contributions
$6,932,576
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 233 | $89,596,133 | $6,932,576 | $29,754iApproximate average salary by contribution assumption: employee only about $743,839 at 4% or $495,892 at 6%; with 50% employer match about $495,892 at 4% or $330,595 at 6%; with 100% employer match about $371,919 at 4% or $247,946 at 6%. |
| Wheeler Trigg O'Donnell LLP 401(K) Profit-Sharing Plan | - | 233 | $89,596,133 | $6,932,576 | $29,754iApproximate average salary by contribution assumption: employee only about $743,839 at 4% or $495,892 at 6%; with 50% employer match about $495,892 at 4% or $330,595 at 6%; with 100% employer match about $371,919 at 4% or $247,946 at 6%. |
| Wheeler Trigg Odonnell LLP Employee Medical Plan | - | 215 | - | - | - |
| 2023 | 2 | 220 | $82,176,487 | $6,355,660 | $28,889iApproximate average salary by contribution assumption: employee only about $722,234 at 4% or $481,489 at 6%; with 50% employer match about $481,489 at 4% or $320,993 at 6%; with 100% employer match about $361,117 at 4% or $240,745 at 6%. |
| Wheeler Trigg O'Donnell LLP 401(K) Profit-Sharing Plan | - | 220 | $82,176,487 | $6,355,660 | $28,889iApproximate average salary by contribution assumption: employee only about $722,234 at 4% or $481,489 at 6%; with 50% employer match about $481,489 at 4% or $320,993 at 6%; with 100% employer match about $361,117 at 4% or $240,745 at 6%. |
| Wheeler Trigg Odonnell LLP Employee Medical Plan | - | 217 | - | - | - |
| 2022 | 2 | 210 | $70,010,939 | $5,733,767 | $27,304iApproximate average salary by contribution assumption: employee only about $682,591 at 4% or $455,061 at 6%; with 50% employer match about $455,061 at 4% or $303,374 at 6%; with 100% employer match about $341,296 at 4% or $227,530 at 6%. |
| Wheeler Trigg O'Donnell LLP 401(K) Profit-Sharing Plan | - | 210 | $70,010,939 | $5,733,767 | $27,304iApproximate average salary by contribution assumption: employee only about $682,591 at 4% or $455,061 at 6%; with 50% employer match about $455,061 at 4% or $303,374 at 6%; with 100% employer match about $341,296 at 4% or $227,530 at 6%. |
| Wheeler Trigg Odonnell LLP Employee Medical Plan | - | 207 | - | - | - |
| 2021 | 2 | 192 | $81,127,904 | $4,942,285 | $25,741iApproximate average salary by contribution assumption: employee only about $643,527 at 4% or $429,018 at 6%; with 50% employer match about $429,018 at 4% or $286,012 at 6%; with 100% employer match about $321,763 at 4% or $214,509 at 6%. |
| Wheeler Trigg O'Donnell LLP 401(K) Profit-Sharing Plan | - | 192 | $81,127,904 | $4,942,285 | $25,741iApproximate average salary by contribution assumption: employee only about $643,527 at 4% or $429,018 at 6%; with 50% employer match about $429,018 at 4% or $286,012 at 6%; with 100% employer match about $321,763 at 4% or $214,509 at 6%. |
| Wheeler Trigg Odonnell LLP Employee Medical Plan | - | 183 | - | - | - |
| 2020 | 2 | 193 | $76,251,888 | $4,881,475 | $25,293iApproximate average salary by contribution assumption: employee only about $632,315 at 4% or $421,544 at 6%; with 50% employer match about $421,544 at 4% or $281,029 at 6%; with 100% employer match about $316,158 at 4% or $210,772 at 6%. |
| Wheeler Trigg O'Donnell LLP 401(K) Profit-Sharing Plan | - | 193 | $76,251,888 | $4,881,475 | $25,293iApproximate average salary by contribution assumption: employee only about $632,315 at 4% or $421,544 at 6%; with 50% employer match about $421,544 at 4% or $281,029 at 6%; with 100% employer match about $316,158 at 4% or $210,772 at 6%. |
| Wheeler Trigg Odonnell LLP Employee Medical Plan | - | 190 | - | - | - |
| 2019 | 2 | 217 | $64,764,920 | $5,828,003 | $26,857iApproximate average salary by contribution assumption: employee only about $671,429 at 4% or $447,619 at 6%; with 50% employer match about $447,619 at 4% or $298,413 at 6%; with 100% employer match about $335,714 at 4% or $223,810 at 6%. |
| Wheeler Trigg O'Donnell LLP 401(K) Profit-Sharing Plan | - | 217 | $64,764,920 | $5,828,003 | $26,857iApproximate average salary by contribution assumption: employee only about $671,429 at 4% or $447,619 at 6%; with 50% employer match about $447,619 at 4% or $298,413 at 6%; with 100% employer match about $335,714 at 4% or $223,810 at 6%. |
| Wheeler Trigg Odonnell LLP Employee Medical Plan | - | 212 | - | - | - |
| 2018 | 2 | 230 | $50,444,850 | $4,962,955 | $21,578iApproximate average salary by contribution assumption: employee only about $539,452 at 4% or $359,634 at 6%; with 50% employer match about $359,634 at 4% or $239,756 at 6%; with 100% employer match about $269,726 at 4% or $179,817 at 6%. |
| Wheeler Trigg O'Donnell LLP 401(K) Profit-Sharing Plan | - | 230 | $50,444,850 | $4,962,955 | $21,578iApproximate average salary by contribution assumption: employee only about $539,452 at 4% or $359,634 at 6%; with 50% employer match about $359,634 at 4% or $239,756 at 6%; with 100% employer match about $269,726 at 4% or $179,817 at 6%. |
| Wheeler Trigg Odonnell LLP Employee Medical Plan | - | 192 | - | - | - |
| 2017 | 2 | 355 | $51,952,010 | $5,571,256 | $15,694iApproximate average salary by contribution assumption: employee only about $392,342 at 4% or $261,561 at 6%; with 50% employer match about $261,561 at 4% or $174,374 at 6%; with 100% employer match about $196,171 at 4% or $130,781 at 6%. |
| Wheeler Trigg O'Donnell LLP 401(K) Profit-Sharing Plan | - | 204 | $51,952,010 | $5,571,256 | $27,310iApproximate average salary by contribution assumption: employee only about $682,752 at 4% or $455,168 at 6%; with 50% employer match about $455,168 at 4% or $303,445 at 6%; with 100% employer match about $341,376 at 4% or $227,584 at 6%. |
| Wheeler Trigg Odonnell LLP Employee Medical Plan | - | 355 | - | - | - |
| 2016 | 5 | 212 | $42,383,527 | $5,815,209 | $27,430iApproximate average salary by contribution assumption: employee only about $685,756 at 4% or $457,171 at 6%; with 50% employer match about $457,171 at 4% or $304,780 at 6%; with 100% employer match about $342,878 at 4% or $228,585 at 6%. |
| Wheeler Trigg O'Donnell LLP 401(K) Profit-Sharing Plan | - | 212 | $42,383,527 | $5,815,209 | $27,430iApproximate average salary by contribution assumption: employee only about $685,756 at 4% or $457,171 at 6%; with 50% employer match about $457,171 at 4% or $304,780 at 6%; with 100% employer match about $342,878 at 4% or $228,585 at 6%. |
| Wheeler Trigg Odonnell LLP Employee Vision Plan | - | 0 | - | - | - |
| Wheeler Trigg Odonnell LLP Employee Dental Plan | - | 0 | - | - | - |
| Wheeler Trigg Odonnell LLP Employee Medical Plan | - | 210 | - | - | - |
| Wheeler Trigg Odonnell LLP Group Life & Ad&D Plan | - | 0 | - | - | - |
| 2015 | 6 | 268 | $35,982,344 | $4,198,167 | $15,665iApproximate average salary by contribution assumption: employee only about $391,620 at 4% or $261,080 at 6%; with 50% employer match about $261,080 at 4% or $174,053 at 6%; with 100% employer match about $195,810 at 4% or $130,540 at 6%. |
| Wheeler Trigg O'Donnell LLP 401(K) Profit-Sharing Plan | - | 215 | $35,982,344 | $4,198,167 | $19,526iApproximate average salary by contribution assumption: employee only about $488,159 at 4% or $325,439 at 6%; with 50% employer match about $325,439 at 4% or $216,960 at 6%; with 100% employer match about $244,079 at 4% or $162,720 at 6%. |
| Wheeler Trigg Odonnell LLP Employee Vision Plan | - | 268 | - | - | - |
| Wheeler Trigg Odonnell LLP Group Life & Ad&D Plan | - | 205 | - | - | - |
| Wheeler Trigg O Donnell LLP Group Ltd Plan | - | 205 | - | - | - |
| Wheeler Trigg Odonnell LLP Employee Dental Plan | - | 188 | - | - | - |
| Wheeler Trigg Odonnell LLP Employee Medical Plan | - | 181 | - | - | - |
| 2014 | 6 | 207 | $34,507,293 | $3,894,354 | $18,813iApproximate average salary by contribution assumption: employee only about $470,333 at 4% or $313,555 at 6%; with 50% employer match about $313,555 at 4% or $209,037 at 6%; with 100% employer match about $235,166 at 4% or $156,778 at 6%. |
| Wheeler Trigg O'Donnell LLP 401(K) Profit-Sharing Plan | - | 207 | $34,507,293 | $3,894,354 | $18,813iApproximate average salary by contribution assumption: employee only about $470,333 at 4% or $313,555 at 6%; with 50% employer match about $313,555 at 4% or $209,037 at 6%; with 100% employer match about $235,166 at 4% or $156,778 at 6%. |
| Wheeler Trigg Odonnell LLP Employee Dental Plan | - | 193 | - | - | - |
| Wheeler Trigg O Donnell LLP Group Ltd Plan | - | 202 | - | - | - |
| Wheeler Trigg Odonnell LLP Group Life & Ad&D Plan | - | 202 | - | - | - |
| Wheeler Trigg Odonnell LLP Employee Vision Plan | - | 140 | - | - | - |
| Wheeler Trigg Odonnell LLP Employee Medical Plan | - | 190 | - | - | - |
| 2013 | 6 | 255 | $32,765,568 | $4,566,093 | $17,906iApproximate average salary by contribution assumption: employee only about $447,656 at 4% or $298,437 at 6%; with 50% employer match about $298,437 at 4% or $198,958 at 6%; with 100% employer match about $223,828 at 4% or $149,219 at 6%. |
| Wheeler Trigg O'Donnell LLP 401(K) Profit-Sharing Plan | - | 239 | $32,765,568 | $4,566,093 | $19,105iApproximate average salary by contribution assumption: employee only about $477,625 at 4% or $318,417 at 6%; with 50% employer match about $318,417 at 4% or $212,278 at 6%; with 100% employer match about $238,812 at 4% or $159,208 at 6%. |
| Wheeler Trigg Odonnell LLP Employee Medical Plan | - | 184 | - | - | - |
| Wheeler Trigg Odonnell LLP Employee Dental Plan | - | 187 | - | - | - |
| Wheeler Trigg O Donnell LLP Group Ltd Plan | - | 196 | - | - | - |
| Wheeler Trigg Odonnell LLP Group Life & Ad&D Plan | - | 193 | - | - | - |
| Wheeler Trigg Odonnell LLP Employee Vision Plan | - | 255 | - | - | - |
| 2012 | 6 | 175 | $26,452,668 | $3,181,153 | $18,178iApproximate average salary by contribution assumption: employee only about $454,450 at 4% or $302,967 at 6%; with 50% employer match about $302,967 at 4% or $201,978 at 6%; with 100% employer match about $227,225 at 4% or $151,483 at 6%. |
| Wheeler Trigg O'Donnell LLP 401(K) Profit-Sharing Plan | - | 171 | $26,452,668 | $3,181,153 | $18,603iApproximate average salary by contribution assumption: employee only about $465,081 at 4% or $310,054 at 6%; with 50% employer match about $310,054 at 4% or $206,703 at 6%; with 100% employer match about $232,540 at 4% or $155,027 at 6%. |
| Wheeler Trigg Odonnell LLP Group Life & Ad&D Plan | - | 173 | - | - | - |
| Wheeler Trigg Odonnell LLP Employee Vision Plan | - | 126 | - | - | - |
| Wheeler Trigg Odonnell LLP Employee Dental Plan | - | 172 | - | - | - |
| Wheeler Trigg Odonnell LLP Employee Medical Plan | - | 172 | - | - | - |
| Wheeler Trigg O Donnell LLP Group Ltd Plan | - | 175 | - | - | - |
| 2011 | 5 | 172 | $21,573,652 | $2,838,431 | $16,503iApproximate average salary by contribution assumption: employee only about $412,563 at 4% or $275,042 at 6%; with 50% employer match about $275,042 at 4% or $183,361 at 6%; with 100% employer match about $206,281 at 4% or $137,521 at 6%. |
| Wheeler Trigg O'Donnell LLP 401(K) Profit-Sharing Plan | - | 172 | $21,573,652 | $2,838,431 | $16,503iApproximate average salary by contribution assumption: employee only about $412,563 at 4% or $275,042 at 6%; with 50% employer match about $275,042 at 4% or $183,361 at 6%; with 100% employer match about $206,281 at 4% or $137,521 at 6%. |
| Wheeler Trigg Odonnell LLP Group Life & Ad&D Plan | - | 165 | - | - | - |
| Wheeler Trigg Odonnell LLP Employee Dental Plan | - | 156 | - | - | - |
| Wheeler Trigg Odonnell LLP Employee Medical Plan | - | 156 | - | - | - |
| Wheeler Trigg O Donnell LLP Group Ltd Plan | - | 165 | - | - | - |
| 2010 | 5 | 177 | $19,258,537 | $2,784,791 | $15,733iApproximate average salary by contribution assumption: employee only about $393,332 at 4% or $262,221 at 6%; with 50% employer match about $262,221 at 4% or $174,814 at 6%; with 100% employer match about $196,666 at 4% or $131,111 at 6%. |
| Wheeler Trigg O'Donnell LLP 401(K) Profit-Sharing Plan | - | 177 | $19,258,537 | $2,784,791 | $15,733iApproximate average salary by contribution assumption: employee only about $393,332 at 4% or $262,221 at 6%; with 50% employer match about $262,221 at 4% or $174,814 at 6%; with 100% employer match about $196,666 at 4% or $131,111 at 6%. |
| Wheeler Trigg O Donnell LLP Group Ltd Plan | - | 157 | - | - | - |
| Wheeler Trigg Odonnell LLP Group Life & Ad&D Plan | - | 155 | - | - | - |
| Wheeler Trigg Odonnell LLP Employee Dental Plan | - | 148 | - | - | - |
| Wheeler Trigg Odonnell LLP Employee Medical Plan | - | 148 | - | - | - |
| 2009 | 5 | 132 | $15,436,999 | $2,214,536 | $16,777iApproximate average salary by contribution assumption: employee only about $419,420 at 4% or $279,613 at 6%; with 50% employer match about $279,613 at 4% or $186,409 at 6%; with 100% employer match about $209,710 at 4% or $139,807 at 6%. |
| Wheeler Trigg O'Donnell LLP 401(K) Profit-Sharing Plan | - | 130 | $15,436,999 | $2,214,536 | $17,035iApproximate average salary by contribution assumption: employee only about $425,872 at 4% or $283,915 at 6%; with 50% employer match about $283,915 at 4% or $189,277 at 6%; with 100% employer match about $212,936 at 4% or $141,957 at 6%. |
| Wheeler Trigg O Donnell LLP Group Ltd Plan | - | 128 | - | - | - |
| Wheeler Trigg Odonnell LLP Group Life & Ad&D Plan | - | 128 | - | - | - |
| Wheeler Trigg Odonnell LLP Employee Dental Plan | - | 132 | - | - | - |
| Wheeler Trigg Odonnell LLP Employee Medical Plan | - | 130 | - | - | - |
| 2008 | 4 | 129 | $12,240,463 | $1,876,740 | $14,548iApproximate average salary by contribution assumption: employee only about $363,709 at 4% or $242,473 at 6%; with 50% employer match about $242,473 at 4% or $161,649 at 6%; with 100% employer match about $181,855 at 4% or $121,236 at 6%. |
| Wheeler Trigg O'Donnell LLP 401(K) Profit-Sharing Plan | - | 126 | $12,240,463 | $1,876,740 | $14,895iApproximate average salary by contribution assumption: employee only about $372,369 at 4% or $248,246 at 6%; with 50% employer match about $248,246 at 4% or $165,497 at 6%; with 100% employer match about $186,185 at 4% or $124,123 at 6%. |
| Wheeler Trigg Odonnell LLP Group Life & Ad&D Plan | - | 129 | - | - | - |
| Wheeler Trigg Odonnell LLP Employee Dental Plan | - | 120 | - | - | - |
| Wheeler Trigg Odonnell LLP Employee Medical Plan | - | 122 | - | - | - |
| 2007 | 1 | 118 | $16,861,370 | $1,725,523 | $14,623iApproximate average salary by contribution assumption: employee only about $365,577 at 4% or $243,718 at 6%; with 50% employer match about $243,718 at 4% or $162,479 at 6%; with 100% employer match about $182,788 at 4% or $121,859 at 6%. |
| Wheeler Trigg O'Donnell LLP 401(K) Profit-Sharing Plan | - | 118 | $16,861,370 | $1,725,523 | $14,623iApproximate average salary by contribution assumption: employee only about $365,577 at 4% or $243,718 at 6%; with 50% employer match about $243,718 at 4% or $162,479 at 6%; with 100% employer match about $182,788 at 4% or $121,859 at 6%. |
| 2006 | 1 | 106 | $14,231,619 | $1,479,154 | $13,954iApproximate average salary by contribution assumption: employee only about $348,857 at 4% or $232,571 at 6%; with 50% employer match about $232,571 at 4% or $155,048 at 6%; with 100% employer match about $174,429 at 4% or $116,286 at 6%. |
| Wheeler Trigg O'Donnell LLP 401(K) Profit-Sharing Plan | - | 106 | $14,231,619 | $1,479,154 | $13,954iApproximate average salary by contribution assumption: employee only about $348,857 at 4% or $232,571 at 6%; with 50% employer match about $232,571 at 4% or $155,048 at 6%; with 100% employer match about $174,429 at 4% or $116,286 at 6%. |
| 2005 | 1 | 63 | $11,860,249 | $1,396,665 | $22,169iApproximate average salary by contribution assumption: employee only about $554,232 at 4% or $369,488 at 6%; with 50% employer match about $369,488 at 4% or $246,325 at 6%; with 100% employer match about $277,116 at 4% or $184,744 at 6%. |
| Wheeler Trigg O'Donnell LLP 401(K) Profit-Sharing Plan | - | 63 | $11,860,249 | $1,396,665 | $22,169iApproximate average salary by contribution assumption: employee only about $554,232 at 4% or $369,488 at 6%; with 50% employer match about $369,488 at 4% or $246,325 at 6%; with 100% employer match about $277,116 at 4% or $184,744 at 6%. |
| 2004 | 1 | 60 | $10,168,956 | $1,223,102 | $20,385iApproximate average salary by contribution assumption: employee only about $509,626 at 4% or $339,751 at 6%; with 50% employer match about $339,751 at 4% or $226,500 at 6%; with 100% employer match about $254,813 at 4% or $169,875 at 6%. |
| Wheeler Trigg O'Donnell LLP 401(K) Profit-Sharing Plan | - | 60 | $10,168,956 | $1,223,102 | $20,385iApproximate average salary by contribution assumption: employee only about $509,626 at 4% or $339,751 at 6%; with 50% employer match about $339,751 at 4% or $226,500 at 6%; with 100% employer match about $254,813 at 4% or $169,875 at 6%. |