Civic Intelligence

Wheelock Inc

Plan context: Wheelock Inc. Section 401K Profit Sharing Plan

EIN 21-0664021 • 55 filings • 16 plans

Current Snapshot

Latest Year

2006

2006 Participants

119

2006 Assets

$14,805,669

2006 Contributions

$1,273,613

Historical Graphs

Total Assets Over Time

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

$14,805,669$7,402,835$0199920022005YearValue
$14,805,669Latest year 2005

Participants Over Time

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

4092050199920032006YearValue
119Latest year 2006

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
20066119$0$1,273,613$10,703iApproximate average salary by contribution assumption: employee only about $267,566 at 4% or $178,377 at 6%; with 50% employer match about $178,377 at 4% or $118,918 at 6%; with 100% employer match about $133,783 at 4% or $89,189 at 6%.
Wheelock Inc. Section 401K Profit Sharing Plan-0-$1,091,363-
Wheelock Inc. Section 401K Plan for Union Employees-0-$182,250-
Union Dental Plan-119---
LONG TERM DISABILITY-0---
Basic & Supplemental Life Insurance-0---
Hospitalization & Major Medical-0---
20057291$14,805,669$1,248,185$4,289iApproximate average salary by contribution assumption: employee only about $107,232 at 4% or $71,488 at 6%; with 50% employer match about $71,488 at 4% or $47,659 at 6%; with 100% employer match about $53,616 at 4% or $35,744 at 6%.
Wheelock Inc. Section 401K Profit Sharing Plan-151$13,778,997$1,123,377$7,440iApproximate average salary by contribution assumption: employee only about $185,990 at 4% or $123,993 at 6%; with 50% employer match about $123,993 at 4% or $82,662 at 6%; with 100% employer match about $92,995 at 4% or $61,997 at 6%.
Wheelock Inc. Section 401K Plan for Union Employees-155$1,026,672$124,808$805iApproximate average salary by contribution assumption: employee only about $20,130 at 4% or $13,420 at 6%; with 50% employer match about $13,420 at 4% or $8,947 at 6%; with 100% employer match about $10,065 at 4% or $6,710 at 6%.
Basic & Supplemental Life Insurance-291---
Hospitalization & Major Medical-209---
ACCIDENTAL DEATH & DISMEMBERMENT-291---
LONG TERM DISABILITY-141---
Union Dental Plan-131---
20047319$13,439,575$1,128,900$3,539iApproximate average salary by contribution assumption: employee only about $88,472 at 4% or $58,981 at 6%; with 50% employer match about $58,981 at 4% or $39,321 at 6%; with 100% employer match about $44,236 at 4% or $29,491 at 6%.
Wheelock Inc. Section 401K Profit Sharing Plan-149$12,567,173$1,000,958$6,718iApproximate average salary by contribution assumption: employee only about $167,946 at 4% or $111,964 at 6%; with 50% employer match about $111,964 at 4% or $74,643 at 6%; with 100% employer match about $83,973 at 4% or $55,982 at 6%.
Wheelock Inc. Section 401K Plan for Union Employees-149$872,402$127,942$859iApproximate average salary by contribution assumption: employee only about $21,467 at 4% or $14,311 at 6%; with 50% employer match about $14,311 at 4% or $9,541 at 6%; with 100% employer match about $10,733 at 4% or $7,156 at 6%.
ACCIDENTAL DEATH AND DISMEMBERMENT-319---
Basic & Supplemental Life Insurance-319---
Hospitalization & Major Medical-252---
LONG TERM DISABILITY-150---
Union Dental Plan-134---
20038310$11,436,760$1,088,958$3,513iApproximate average salary by contribution assumption: employee only about $87,819 at 4% or $58,546 at 6%; with 50% employer match about $58,546 at 4% or $39,031 at 6%; with 100% employer match about $43,910 at 4% or $29,273 at 6%.
Wheelock Inc. Section 401K Profit Sharing Plan-161$10,701,075$958,357$5,953iApproximate average salary by contribution assumption: employee only about $148,813 at 4% or $99,209 at 6%; with 50% employer match about $99,209 at 4% or $66,139 at 6%; with 100% employer match about $74,407 at 4% or $49,604 at 6%.
Wheelock Inc. Section 401K Plan for Union Employees-172$735,685$130,601$759iApproximate average salary by contribution assumption: employee only about $18,983 at 4% or $12,655 at 6%; with 50% employer match about $12,655 at 4% or $8,437 at 6%; with 100% employer match about $9,491 at 4% or $6,328 at 6%.
Basic & Supplemental Life Insurance-310---
Hospitalization & Major Medical-285---
ACCIDENTAL DEATH ADN DISMEMBERMENT-310---
Union Dental Plan-145---
LONG TERM DISABILITY-238---
Basic & Supplemental Life Insurance-310---
20028320$8,536,164$1,224,276$3,826iApproximate average salary by contribution assumption: employee only about $95,647 at 4% or $63,764 at 6%; with 50% employer match about $63,764 at 4% or $42,510 at 6%; with 100% employer match about $47,823 at 4% or $31,882 at 6%.
Wheelock Inc. Section 401K Profit Sharing Plan-185$7,960,390$1,072,291$5,796iApproximate average salary by contribution assumption: employee only about $144,904 at 4% or $96,603 at 6%; with 50% employer match about $96,603 at 4% or $64,402 at 6%; with 100% employer match about $72,452 at 4% or $48,301 at 6%.
Wheelock Inc. Section 401K Plan for Union Employees-221$575,774$151,985$688iApproximate average salary by contribution assumption: employee only about $17,193 at 4% or $11,462 at 6%; with 50% employer match about $11,462 at 4% or $7,641 at 6%; with 100% employer match about $8,596 at 4% or $5,731 at 6%.
Union Dental Plan-139---
Basic & Supplemental Life Insurance-320---
ACCIDENTAL DEATH AND DISMEMBERMENT-303---
EDUCATIONAL ASSISTANCE PLAN-0---
LONG TERM DISABILITY-156---
Hospitalization & Major Medical-297---
20017342$8,495,960$1,177,188$3,442iApproximate average salary by contribution assumption: employee only about $86,052 at 4% or $57,368 at 6%; with 50% employer match about $57,368 at 4% or $38,245 at 6%; with 100% employer match about $43,026 at 4% or $28,684 at 6%.
Wheelock Inc. Section 401K Profit Sharing Plan-163$7,921,571$1,027,243$6,302iApproximate average salary by contribution assumption: employee only about $157,553 at 4% or $105,035 at 6%; with 50% employer match about $105,035 at 4% or $70,023 at 6%; with 100% employer match about $78,776 at 4% or $52,518 at 6%.
Wheelock Inc. Section 401K Plan for Union Employees-235$574,389$149,945$638iApproximate average salary by contribution assumption: employee only about $15,952 at 4% or $10,634 at 6%; with 50% employer match about $10,634 at 4% or $7,090 at 6%; with 100% employer match about $7,976 at 4% or $5,317 at 6%.
Basic & Supplemental Life Insurance-342---
Hospitalization & Major Medical-312---
Union Dental Plan-173---
LONG TERM DISABILITY-156---
ACCIDENTAL DEATH AND DISMEMBERMENT-336---
20007372$7,811,893$1,163,672$3,128iApproximate average salary by contribution assumption: employee only about $78,204 at 4% or $52,136 at 6%; with 50% employer match about $52,136 at 4% or $34,757 at 6%; with 100% employer match about $39,102 at 4% or $26,068 at 6%.
Wheelock Inc. Section 401K Profit Sharing Plan-165$7,361,198$1,030,464$6,245iApproximate average salary by contribution assumption: employee only about $156,131 at 4% or $104,087 at 6%; with 50% employer match about $104,087 at 4% or $69,392 at 6%; with 100% employer match about $78,065 at 4% or $52,044 at 6%.
Wheelock Inc. Section 401K Plan for Union Employees-261$450,695$133,208$510iApproximate average salary by contribution assumption: employee only about $12,759 at 4% or $8,506 at 6%; with 50% employer match about $8,506 at 4% or $5,671 at 6%; with 100% employer match about $6,380 at 4% or $4,253 at 6%.
Hospitalization & Major Medical-0---
ACCIDENTAL DEATH AND DISMEMBERMENT-332---
Basic & Supplemental Life Insurance-372---
LONG TERM DISABILITY-154---
Union Dental Plan-192---
19995409$6,975,381$1,035,538$2,532iApproximate average salary by contribution assumption: employee only about $63,297 at 4% or $42,198 at 6%; with 50% employer match about $42,198 at 4% or $28,132 at 6%; with 100% employer match about $31,648 at 4% or $21,099 at 6%.
Wheelock Inc. Section 401K Profit Sharing Plan-167$6,641,489$923,283$5,529iApproximate average salary by contribution assumption: employee only about $138,216 at 4% or $92,144 at 6%; with 50% employer match about $92,144 at 4% or $61,429 at 6%; with 100% employer match about $69,108 at 4% or $46,072 at 6%.
Wheelock Inc. Section 401K Plan for Union Employees-244$333,892$112,255$460iApproximate average salary by contribution assumption: employee only about $11,502 at 4% or $7,668 at 6%; with 50% employer match about $7,668 at 4% or $5,112 at 6%; with 100% employer match about $5,751 at 4% or $3,834 at 6%.
Union Dental Plan-0---
Basic & Supplemental Life Insurance-409---
Hospitalization & Major Medical-362---