Civic Intelligence

Bruce M. Wheeler, DMD, P.A.

Plan context: Bruce M. Wheeler, DMD, P.A. 401K Profit Sharing Plan

EIN 26-4616608 • Winston Salem, NC • 13 filings • 4 plans

3288 Robinhood Rd Ste 201Winston Salem, NC 27106-5464
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$151,281

2024 Contributions

$337

Historical Graphs

Total Assets Over Time

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

$742,047$371,024$0200920152024YearValue
$151,281Latest year 2024

Participants Over Time

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

1260200920152024YearValue
3Latest year 2024

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
202413$151,281$0-
Bruce M. Wheeler, DMD, P.A. 401K Profit Sharing Plan-3$151,281$0-
202210$0$0-
Bruce M. Wheeler, DMD, P.A. 401K Profit Sharing Plan-0$0$0-
202013$126,630$0-
Bruce M. Wheeler, DMD, P.A. 401K Profit Sharing Plan-3$126,630$0-
201914$120,084$337$84iApproximate average salary by contribution assumption: employee only about $2,106 at 4% or $1,404 at 6%; with 50% employer match about $1,404 at 4% or $936 at 6%; with 100% employer match about $1,053 at 4% or $702 at 6%.
Bruce M. Wheeler, DMD, P.A. 401K Profit Sharing Plan-4$120,084$337$84iApproximate average salary by contribution assumption: employee only about $2,106 at 4% or $1,404 at 6%; with 50% employer match about $1,404 at 4% or $936 at 6%; with 100% employer match about $1,053 at 4% or $702 at 6%.
201814$108,816$441$110iApproximate average salary by contribution assumption: employee only about $2,756 at 4% or $1,838 at 6%; with 50% employer match about $1,838 at 4% or $1,225 at 6%; with 100% employer match about $1,378 at 4% or $919 at 6%.
Bruce M. Wheeler, DMD, P.A. 401K Profit Sharing Plan-4$108,816$441$110iApproximate average salary by contribution assumption: employee only about $2,756 at 4% or $1,838 at 6%; with 50% employer match about $1,838 at 4% or $1,225 at 6%; with 100% employer match about $1,378 at 4% or $919 at 6%.
201715$115,419$982$196iApproximate average salary by contribution assumption: employee only about $4,910 at 4% or $3,273 at 6%; with 50% employer match about $3,273 at 4% or $2,182 at 6%; with 100% employer match about $2,455 at 4% or $1,637 at 6%.
Bruce M. Wheeler, DMD, P.A. 401K Profit Sharing Plan-5$115,419$982$196iApproximate average salary by contribution assumption: employee only about $4,910 at 4% or $3,273 at 6%; with 50% employer match about $3,273 at 4% or $2,182 at 6%; with 100% employer match about $2,455 at 4% or $1,637 at 6%.
201515$107,696$957$191iApproximate average salary by contribution assumption: employee only about $4,785 at 4% or $3,190 at 6%; with 50% employer match about $3,190 at 4% or $2,127 at 6%; with 100% employer match about $2,393 at 4% or $1,595 at 6%.
Bruce M. Wheeler, DMD, P.A. 401K Profit Sharing Plan-5$107,696$957$191iApproximate average salary by contribution assumption: employee only about $4,785 at 4% or $3,190 at 6%; with 50% employer match about $3,190 at 4% or $2,127 at 6%; with 100% employer match about $2,393 at 4% or $1,595 at 6%.
201415$120,701$17,073$3,415iApproximate average salary by contribution assumption: employee only about $85,365 at 4% or $56,910 at 6%; with 50% employer match about $56,910 at 4% or $37,940 at 6%; with 100% employer match about $42,683 at 4% or $28,455 at 6%.
Bruce M. Wheeler, DMD, P.A. 401K Profit Sharing Plan-5$120,701$17,073$3,415iApproximate average salary by contribution assumption: employee only about $85,365 at 4% or $56,910 at 6%; with 50% employer match about $56,910 at 4% or $37,940 at 6%; with 100% employer match about $42,683 at 4% or $28,455 at 6%.
201316$240,986$11,276$1,879iApproximate average salary by contribution assumption: employee only about $46,983 at 4% or $31,322 at 6%; with 50% employer match about $31,322 at 4% or $20,881 at 6%; with 100% employer match about $23,492 at 4% or $15,661 at 6%.
Bruce M. Wheeler, DMD, P.A. 401K Profit Sharing Plan-6$240,986$11,276$1,879iApproximate average salary by contribution assumption: employee only about $46,983 at 4% or $31,322 at 6%; with 50% employer match about $31,322 at 4% or $20,881 at 6%; with 100% employer match about $23,492 at 4% or $15,661 at 6%.
201216$298,814$44,078$7,346iApproximate average salary by contribution assumption: employee only about $183,658 at 4% or $122,439 at 6%; with 50% employer match about $122,439 at 4% or $81,626 at 6%; with 100% employer match about $91,829 at 4% or $61,219 at 6%.
Bruce M. Wheeler, DMD, P.A. 401K Profit Sharing Plan-6$298,814$44,078$7,346iApproximate average salary by contribution assumption: employee only about $183,658 at 4% or $122,439 at 6%; with 50% employer match about $122,439 at 4% or $81,626 at 6%; with 100% employer match about $91,829 at 4% or $61,219 at 6%.
201118$224,499$14,224$1,778iApproximate average salary by contribution assumption: employee only about $44,450 at 4% or $29,633 at 6%; with 50% employer match about $29,633 at 4% or $19,756 at 6%; with 100% employer match about $22,225 at 4% or $14,817 at 6%.
Bruce M. Wheeler, DMD, P.A. 401K Profit Sharing Plan-8$224,499$14,224$1,778iApproximate average salary by contribution assumption: employee only about $44,450 at 4% or $29,633 at 6%; with 50% employer match about $29,633 at 4% or $19,756 at 6%; with 100% employer match about $22,225 at 4% or $14,817 at 6%.
2010111$369,175$43,474$3,952iApproximate average salary by contribution assumption: employee only about $98,805 at 4% or $65,870 at 6%; with 50% employer match about $65,870 at 4% or $43,913 at 6%; with 100% employer match about $49,402 at 4% or $32,935 at 6%.
Bruce M. Wheeler, DMD, P.A. 401K Profit Sharing Plan-11$369,175$43,474$3,952iApproximate average salary by contribution assumption: employee only about $98,805 at 4% or $65,870 at 6%; with 50% employer match about $65,870 at 4% or $43,913 at 6%; with 100% employer match about $49,402 at 4% or $32,935 at 6%.
2009112$742,047$2,352$196iApproximate average salary by contribution assumption: employee only about $4,900 at 4% or $3,267 at 6%; with 50% employer match about $3,267 at 4% or $2,178 at 6%; with 100% employer match about $2,450 at 4% or $1,633 at 6%.
Bruce M. Wheeler, DMD, P.A. 401K Profit Sharing Plan-12$742,047$2,352$196iApproximate average salary by contribution assumption: employee only about $4,900 at 4% or $3,267 at 6%; with 50% employer match about $3,267 at 4% or $2,178 at 6%; with 100% employer match about $2,450 at 4% or $1,633 at 6%.