Monte a. Wheeler, Dds, Pa
Plan context: Monte a. Wheeler, Dds, 401(K) Plan
EIN 27-1462153 • 2 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
6
2024 Assets
$451,721
2024 Contributions
$28,749
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 | 1 | 6 | $451,721 | $28,749 | $4,792iApproximate average salary by contribution assumption: employee only about $119,788 at 4% or $79,858 at 6%; with 50% employer match about $79,858 at 4% or $53,239 at 6%; with 100% employer match about $59,894 at 4% or $39,929 at 6%. |
| Monte a. Wheeler, Dds, 401(K) Plan | - | 6 | $451,721 | $28,749 | $4,792iApproximate average salary by contribution assumption: employee only about $119,788 at 4% or $79,858 at 6%; with 50% employer match about $79,858 at 4% or $53,239 at 6%; with 100% employer match about $59,894 at 4% or $39,929 at 6%. |
| 2010 | 1 | 5 | $113,586 | $21,117 | $4,223iApproximate average salary by contribution assumption: employee only about $105,585 at 4% or $70,390 at 6%; with 50% employer match about $70,390 at 4% or $46,927 at 6%; with 100% employer match about $52,792 at 4% or $35,195 at 6%. |
| Monte a. Wheeler, Dds, 401(K) Plan | - | 5 | $113,586 | $21,117 | $4,223iApproximate average salary by contribution assumption: employee only about $105,585 at 4% or $70,390 at 6%; with 50% employer match about $70,390 at 4% or $46,927 at 6%; with 100% employer match about $52,792 at 4% or $35,195 at 6%. |