Civic Intelligence

B. Thomas Wheeler, D.D.S. Inc.

Plan context: B. Thomas Wheeler, D.D.S. Inc. Retirement Plan and Trust

EIN 33-0077410 • Hesperia, CA • 18 filings • 3 plans

18313 Bear Valley RoadHesperia, CA 92345-4970
Current Snapshot

Latest Year

2019

2019 Participants

16

2019 Assets

$1,506,391

2019 Contributions

$29,784

Historical Graphs

Total Assets Over Time

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

$1,506,391$753,196$0199920112018YearValue
$1,506,391Latest year 2018

Participants Over Time

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

1680199920112018YearValue
16Latest year 2018

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
201910$0$29,784-
B. Thomas Wheeler, D.D.S. Inc. Retirement Plan and Trust-0$0$29,784-
2018116$1,506,391$143,959$8,997iApproximate average salary by contribution assumption: employee only about $224,936 at 4% or $149,957 at 6%; with 50% employer match about $149,957 at 4% or $99,972 at 6%; with 100% employer match about $112,468 at 4% or $74,979 at 6%.
B. Thomas Wheeler, D.D.S. Inc. Retirement Plan and Trust-16$1,506,391$143,959$8,997iApproximate average salary by contribution assumption: employee only about $224,936 at 4% or $149,957 at 6%; with 50% employer match about $149,957 at 4% or $99,972 at 6%; with 100% employer match about $112,468 at 4% or $74,979 at 6%.
2017116$1,462,188$132,360$8,273iApproximate average salary by contribution assumption: employee only about $206,813 at 4% or $137,875 at 6%; with 50% employer match about $137,875 at 4% or $91,917 at 6%; with 100% employer match about $103,406 at 4% or $68,938 at 6%.
B. Thomas Wheeler, D.D.S. Inc. Retirement Plan and Trust-16$1,462,188$132,360$8,273iApproximate average salary by contribution assumption: employee only about $206,813 at 4% or $137,875 at 6%; with 50% employer match about $137,875 at 4% or $91,917 at 6%; with 100% employer match about $103,406 at 4% or $68,938 at 6%.
2016116$1,096,959$109,695$6,856iApproximate average salary by contribution assumption: employee only about $171,398 at 4% or $114,266 at 6%; with 50% employer match about $114,266 at 4% or $76,177 at 6%; with 100% employer match about $85,699 at 4% or $57,133 at 6%.
B. Thomas Wheeler, D.D.S. Inc. Retirement Plan and Trust-16$1,096,959$109,695$6,856iApproximate average salary by contribution assumption: employee only about $171,398 at 4% or $114,266 at 6%; with 50% employer match about $114,266 at 4% or $76,177 at 6%; with 100% employer match about $85,699 at 4% or $57,133 at 6%.
2015110$940,385$128,650$12,865iApproximate average salary by contribution assumption: employee only about $321,625 at 4% or $214,417 at 6%; with 50% employer match about $214,417 at 4% or $142,944 at 6%; with 100% employer match about $160,813 at 4% or $107,208 at 6%.
B. Thomas Wheeler, D.D.S. Inc. Retirement Plan and Trust-10$940,385$128,650$12,865iApproximate average salary by contribution assumption: employee only about $321,625 at 4% or $214,417 at 6%; with 50% employer match about $214,417 at 4% or $142,944 at 6%; with 100% employer match about $160,813 at 4% or $107,208 at 6%.
2014112$851,534$108,939$9,078iApproximate average salary by contribution assumption: employee only about $226,956 at 4% or $151,304 at 6%; with 50% employer match about $151,304 at 4% or $100,869 at 6%; with 100% employer match about $113,478 at 4% or $75,652 at 6%.
B. Thomas Wheeler, D.D.S. Inc. Retirement Plan and Trust-12$851,534$108,939$9,078iApproximate average salary by contribution assumption: employee only about $226,956 at 4% or $151,304 at 6%; with 50% employer match about $151,304 at 4% or $100,869 at 6%; with 100% employer match about $113,478 at 4% or $75,652 at 6%.
2013110$721,329$84,292$8,429iApproximate average salary by contribution assumption: employee only about $210,730 at 4% or $140,487 at 6%; with 50% employer match about $140,487 at 4% or $93,658 at 6%; with 100% employer match about $105,365 at 4% or $70,243 at 6%.
B. Thomas Wheeler, D.D.S. Inc. Retirement Plan and Trust-10$721,329$84,292$8,429iApproximate average salary by contribution assumption: employee only about $210,730 at 4% or $140,487 at 6%; with 50% employer match about $140,487 at 4% or $93,658 at 6%; with 100% employer match about $105,365 at 4% or $70,243 at 6%.
201219$620,184$53,694$5,966iApproximate average salary by contribution assumption: employee only about $149,150 at 4% or $99,433 at 6%; with 50% employer match about $99,433 at 4% or $66,289 at 6%; with 100% employer match about $74,575 at 4% or $49,717 at 6%.
B. Thomas Wheeler, D.D.S. Inc. Retirement Plan and Trust-9$620,184$53,694$5,966iApproximate average salary by contribution assumption: employee only about $149,150 at 4% or $99,433 at 6%; with 50% employer match about $99,433 at 4% or $66,289 at 6%; with 100% employer match about $74,575 at 4% or $49,717 at 6%.
201117$495,729$51,735$7,391iApproximate average salary by contribution assumption: employee only about $184,768 at 4% or $123,179 at 6%; with 50% employer match about $123,179 at 4% or $82,119 at 6%; with 100% employer match about $92,384 at 4% or $61,589 at 6%.
B. Thomas Wheeler, D.D.S. Inc. Retirement Plan and Trust-7$495,729$51,735$7,391iApproximate average salary by contribution assumption: employee only about $184,768 at 4% or $123,179 at 6%; with 50% employer match about $123,179 at 4% or $82,119 at 6%; with 100% employer match about $92,384 at 4% or $61,589 at 6%.
201010$475,251$72,849-
B. Thomas Wheeler, D.D.S. Inc. Retirement Plan and Trust-0$475,251$72,849-
200919$352,856$65,225$7,247iApproximate average salary by contribution assumption: employee only about $181,181 at 4% or $120,787 at 6%; with 50% employer match about $120,787 at 4% or $80,525 at 6%; with 100% employer match about $90,590 at 4% or $60,394 at 6%.
B. Thomas Wheeler, D.D.S. Inc. Retirement Plan and Trust-9$352,856$65,225$7,247iApproximate average salary by contribution assumption: employee only about $181,181 at 4% or $120,787 at 6%; with 50% employer match about $120,787 at 4% or $80,525 at 6%; with 100% employer match about $90,590 at 4% or $60,394 at 6%.
200817$224,181$56,713$8,102iApproximate average salary by contribution assumption: employee only about $202,546 at 4% or $135,031 at 6%; with 50% employer match about $135,031 at 4% or $90,021 at 6%; with 100% employer match about $101,273 at 4% or $67,515 at 6%.
B. Thomas Wheeler, D.D.S. Inc. Retirement Plan and Trust-7$224,181$56,713$8,102iApproximate average salary by contribution assumption: employee only about $202,546 at 4% or $135,031 at 6%; with 50% employer match about $135,031 at 4% or $90,021 at 6%; with 100% employer match about $101,273 at 4% or $67,515 at 6%.
200715$0$0-
B. Thomas Wheeler, D.D.S. Inc. Retirement Plan and Trust-5---
200610$177,944$22,007-
B. Thomas Wheeler, D.D.S. Inc. Profit Sharing Pla-0$177,944$22,007-
200517$143,370$27,324$3,903iApproximate average salary by contribution assumption: employee only about $97,586 at 4% or $65,057 at 6%; with 50% employer match about $65,057 at 4% or $43,371 at 6%; with 100% employer match about $48,793 at 4% or $32,529 at 6%.
B. Thomas Wheeler, D.D.S. Inc. Profit Sharing Pla-7$143,370$27,324$3,903iApproximate average salary by contribution assumption: employee only about $97,586 at 4% or $65,057 at 6%; with 50% employer match about $65,057 at 4% or $43,371 at 6%; with 100% employer match about $48,793 at 4% or $32,529 at 6%.
200415$108,747$29,297$5,859iApproximate average salary by contribution assumption: employee only about $146,485 at 4% or $97,657 at 6%; with 50% employer match about $97,657 at 4% or $65,104 at 6%; with 100% employer match about $73,243 at 4% or $48,828 at 6%.
B. Thomas Wheeler, D.D.S. Inc. Profit Sharing Pla-5$108,747$29,297$5,859iApproximate average salary by contribution assumption: employee only about $146,485 at 4% or $97,657 at 6%; with 50% employer match about $97,657 at 4% or $65,104 at 6%; with 100% employer match about $73,243 at 4% or $48,828 at 6%.
200213$44,285$15,568$5,189iApproximate average salary by contribution assumption: employee only about $129,733 at 4% or $86,489 at 6%; with 50% employer match about $86,489 at 4% or $57,659 at 6%; with 100% employer match about $64,867 at 4% or $43,244 at 6%.
B. Thomas Wheeler, D.D.S. Inc. Profit Sharing Pla-3$44,285$15,568$5,189iApproximate average salary by contribution assumption: employee only about $129,733 at 4% or $86,489 at 6%; with 50% employer match about $86,489 at 4% or $57,659 at 6%; with 100% employer match about $64,867 at 4% or $43,244 at 6%.
199913$11,399$11,301$3,767iApproximate average salary by contribution assumption: employee only about $94,175 at 4% or $62,783 at 6%; with 50% employer match about $62,783 at 4% or $41,856 at 6%; with 100% employer match about $47,088 at 4% or $31,392 at 6%.
B. Thomas Wheeler, D.D.S. Inc. Profit Sharing Pla-3$11,399$11,301$3,767iApproximate average salary by contribution assumption: employee only about $94,175 at 4% or $62,783 at 6%; with 50% employer match about $62,783 at 4% or $41,856 at 6%; with 100% employer match about $47,088 at 4% or $31,392 at 6%.