Civic Intelligence

Wheaten Financial Inc.

Plan context: Wheaten Financial 401(K) Plan

EIN 26-2602949 • Costa Mesa, CA • 11 filings • 1 plans

130 Mccormick AveSuite 103Costa Mesa, CA 92626
Current Snapshot

Latest Year

2022

2022 Participants

8

2022 Assets

$739,045

2022 Contributions

$114,066

Historical Graphs

Total Assets Over Time

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

$739,045$369,523$0201320172021YearValue
$739,045Latest year 2021

Participants Over Time

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

840201320172021YearValue
8Latest year 2021

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
202210$0$0-
Wheaten Financial 401(K) Plan-0$0$0-
202118$739,045$114,066$14,258iApproximate average salary by contribution assumption: employee only about $356,456 at 4% or $237,638 at 6%; with 50% employer match about $237,638 at 4% or $158,425 at 6%; with 100% employer match about $178,228 at 4% or $118,819 at 6%.
Wheaten Financial 401(K) Plan-8$739,045$114,066$14,258iApproximate average salary by contribution assumption: employee only about $356,456 at 4% or $237,638 at 6%; with 50% employer match about $237,638 at 4% or $158,425 at 6%; with 100% employer match about $178,228 at 4% or $118,819 at 6%.
202016$573,850$75,265$12,544iApproximate average salary by contribution assumption: employee only about $313,604 at 4% or $209,069 at 6%; with 50% employer match about $209,069 at 4% or $139,380 at 6%; with 100% employer match about $156,802 at 4% or $104,535 at 6%.
Wheaten Financial 401(K) Plan-6$573,850$75,265$12,544iApproximate average salary by contribution assumption: employee only about $313,604 at 4% or $209,069 at 6%; with 50% employer match about $209,069 at 4% or $139,380 at 6%; with 100% employer match about $156,802 at 4% or $104,535 at 6%.
201916$443,899$95,918$15,986iApproximate average salary by contribution assumption: employee only about $399,658 at 4% or $266,439 at 6%; with 50% employer match about $266,439 at 4% or $177,626 at 6%; with 100% employer match about $199,829 at 4% or $133,219 at 6%.
Wheaten Financial 401(K) Plan-6$443,899$95,918$15,986iApproximate average salary by contribution assumption: employee only about $399,658 at 4% or $266,439 at 6%; with 50% employer match about $266,439 at 4% or $177,626 at 6%; with 100% employer match about $199,829 at 4% or $133,219 at 6%.
201816$304,183$82,589$13,765iApproximate average salary by contribution assumption: employee only about $344,121 at 4% or $229,414 at 6%; with 50% employer match about $229,414 at 4% or $152,943 at 6%; with 100% employer match about $172,060 at 4% or $114,707 at 6%.
Wheaten Financial 401(K) Plan-6$304,183$82,589$13,765iApproximate average salary by contribution assumption: employee only about $344,121 at 4% or $229,414 at 6%; with 50% employer match about $229,414 at 4% or $152,943 at 6%; with 100% employer match about $172,060 at 4% or $114,707 at 6%.
201714$264,828$56,749$14,187iApproximate average salary by contribution assumption: employee only about $354,681 at 4% or $236,454 at 6%; with 50% employer match about $236,454 at 4% or $157,636 at 6%; with 100% employer match about $177,341 at 4% or $118,227 at 6%.
Wheaten Financial 401(K) Plan-4$264,828$56,749$14,187iApproximate average salary by contribution assumption: employee only about $354,681 at 4% or $236,454 at 6%; with 50% employer match about $236,454 at 4% or $157,636 at 6%; with 100% employer match about $177,341 at 4% or $118,227 at 6%.
201617$224,148$91,090$13,013iApproximate average salary by contribution assumption: employee only about $325,321 at 4% or $216,881 at 6%; with 50% employer match about $216,881 at 4% or $144,587 at 6%; with 100% employer match about $162,661 at 4% or $108,440 at 6%.
Wheaten Financial 401(K) Plan-7$224,148$91,090$13,013iApproximate average salary by contribution assumption: employee only about $325,321 at 4% or $216,881 at 6%; with 50% employer match about $216,881 at 4% or $144,587 at 6%; with 100% employer match about $162,661 at 4% or $108,440 at 6%.
201516$127,125$72,059$12,010iApproximate average salary by contribution assumption: employee only about $300,246 at 4% or $200,164 at 6%; with 50% employer match about $200,164 at 4% or $133,443 at 6%; with 100% employer match about $150,123 at 4% or $100,082 at 6%.
Wheaten Financial 401(K) Plan-6$127,125$72,059$12,010iApproximate average salary by contribution assumption: employee only about $300,246 at 4% or $200,164 at 6%; with 50% employer match about $200,164 at 4% or $133,443 at 6%; with 100% employer match about $150,123 at 4% or $100,082 at 6%.
201414$59,734$39,725$9,931iApproximate average salary by contribution assumption: employee only about $248,281 at 4% or $165,521 at 6%; with 50% employer match about $165,521 at 4% or $110,347 at 6%; with 100% employer match about $124,141 at 4% or $82,760 at 6%.
Wheaten Financial 401(K) Plan-4$59,734$39,725$9,931iApproximate average salary by contribution assumption: employee only about $248,281 at 4% or $165,521 at 6%; with 50% employer match about $165,521 at 4% or $110,347 at 6%; with 100% employer match about $124,141 at 4% or $82,760 at 6%.
201313$24,437$22,939$7,646iApproximate average salary by contribution assumption: employee only about $191,158 at 4% or $127,439 at 6%; with 50% employer match about $127,439 at 4% or $84,959 at 6%; with 100% employer match about $95,579 at 4% or $63,719 at 6%.
Wheaten Financial 401(K) Plan-3$24,437$22,939$7,646iApproximate average salary by contribution assumption: employee only about $191,158 at 4% or $127,439 at 6%; with 50% employer match about $127,439 at 4% or $84,959 at 6%; with 100% employer match about $95,579 at 4% or $63,719 at 6%.
201210$0$0-
Wheaten Financial 401(K) Plan-0$0$0-