Terry Lee Wheeler, D.D.S.
Plan context: TERRY LEE WHEELER, D.D.S. PROFIT SHARING PLAN
EIN 33-0105906 • Torrance, CA • 46 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
17
2024 Assets
$6,613,398
2024 Contributions
$120,000
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 | 2 | 17 | $6,613,398 | $120,000 | $7,059iApproximate average salary by contribution assumption: employee only about $176,471 at 4% or $117,647 at 6%; with 50% employer match about $117,647 at 4% or $78,431 at 6%; with 100% employer match about $88,235 at 4% or $58,824 at 6%. |
| TERRY LEE WHEELER, D.D.S. PROFIT SHARING PLAN | - | 17 | $6,226,081 | $105,536 | $6,208iApproximate average salary by contribution assumption: employee only about $155,200 at 4% or $103,467 at 6%; with 50% employer match about $103,467 at 4% or $68,978 at 6%; with 100% employer match about $77,600 at 4% or $51,733 at 6%. |
| TERRY LEE WHEELER, D.D.S. DEFINED BENEFIT PENSION PLAN | - | 9 | $387,317 | $14,464 | $1,607iApproximate average salary by contribution assumption: employee only about $40,178 at 4% or $26,785 at 6%; with 50% employer match about $26,785 at 4% or $17,857 at 6%; with 100% employer match about $20,089 at 4% or $13,393 at 6%. |
| 2023 | 2 | 15 | $5,272,241 | $140,000 | $9,333iApproximate average salary by contribution assumption: employee only about $233,333 at 4% or $155,556 at 6%; with 50% employer match about $155,556 at 4% or $103,704 at 6%; with 100% employer match about $116,667 at 4% or $77,778 at 6%. |
| TERRY LEE WHEELER, D.D.S. PROFIT SHARING PLAN | - | 15 | $4,956,697 | $98,706 | $6,580iApproximate average salary by contribution assumption: employee only about $164,510 at 4% or $109,673 at 6%; with 50% employer match about $109,673 at 4% or $73,116 at 6%; with 100% employer match about $82,255 at 4% or $54,837 at 6%. |
| TERRY LEE WHEELER, D.D.S. DEFINED BENEFIT PENSION PLAN | - | 8 | $315,544 | $41,294 | $5,162iApproximate average salary by contribution assumption: employee only about $129,044 at 4% or $86,029 at 6%; with 50% employer match about $86,029 at 4% or $57,353 at 6%; with 100% employer match about $64,522 at 4% or $43,015 at 6%. |
| 2022 | 2 | 17 | $3,931,891 | $120,000 | $7,059iApproximate average salary by contribution assumption: employee only about $176,471 at 4% or $117,647 at 6%; with 50% employer match about $117,647 at 4% or $78,431 at 6%; with 100% employer match about $88,235 at 4% or $58,824 at 6%. |
| TERRY LEE WHEELER, D.D.S. PROFIT SHARING PLAN | - | 17 | $3,706,604 | $88,549 | $5,209iApproximate average salary by contribution assumption: employee only about $130,219 at 4% or $86,813 at 6%; with 50% employer match about $86,813 at 4% or $57,875 at 6%; with 100% employer match about $65,110 at 4% or $43,406 at 6%. |
| TERRY LEE WHEELER, D.D.S. DEFINED BENEFIT PENSION PLAN | - | 8 | $225,287 | $31,451 | $3,931iApproximate average salary by contribution assumption: employee only about $98,284 at 4% or $65,523 at 6%; with 50% employer match about $65,523 at 4% or $43,682 at 6%; with 100% employer match about $49,142 at 4% or $32,761 at 6%. |
| 2021 | 2 | 15 | $4,907,546 | $120,000 | $8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%. |
| TERRY LEE WHEELER, D.D.S. PROFIT SHARING PLAN | - | 15 | $4,676,915 | $86,297 | $5,753iApproximate average salary by contribution assumption: employee only about $143,828 at 4% or $95,886 at 6%; with 50% employer match about $95,886 at 4% or $63,924 at 6%; with 100% employer match about $71,914 at 4% or $47,943 at 6%. |
| TERRY LEE WHEELER, D.D.S. DEFINED BENEFIT PENSION PLAN | - | 6 | $230,631 | $33,703 | $5,617iApproximate average salary by contribution assumption: employee only about $140,429 at 4% or $93,619 at 6%; with 50% employer match about $93,619 at 4% or $62,413 at 6%; with 100% employer match about $70,215 at 4% or $46,810 at 6%. |
| 2020 | 2 | 13 | $3,874,588 | $75,000 | $5,769iApproximate average salary by contribution assumption: employee only about $144,231 at 4% or $96,154 at 6%; with 50% employer match about $96,154 at 4% or $64,103 at 6%; with 100% employer match about $72,115 at 4% or $48,077 at 6%. |
| TERRY LEE WHEELER, D.D.S. PROFIT SHARING PLAN | - | 13 | $3,706,242 | $64,619 | $4,971iApproximate average salary by contribution assumption: employee only about $124,267 at 4% or $82,845 at 6%; with 50% employer match about $82,845 at 4% or $55,230 at 6%; with 100% employer match about $62,134 at 4% or $41,422 at 6%. |
| TERRY LEE WHEELER, D.D.S. DEFINED BENEFIT PENSION PLAN | - | 6 | $168,346 | $10,381 | $1,730iApproximate average salary by contribution assumption: employee only about $43,254 at 4% or $28,836 at 6%; with 50% employer match about $28,836 at 4% or $19,224 at 6%; with 100% employer match about $21,627 at 4% or $14,418 at 6%. |
| 2019 | 2 | 12 | $2,838,307 | $75,000 | $6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%. |
| TERRY LEE WHEELER, D.D.S. PROFIT SHARING PLAN | - | 12 | $2,705,861 | $63,705 | $5,309iApproximate average salary by contribution assumption: employee only about $132,719 at 4% or $88,479 at 6%; with 50% employer match about $88,479 at 4% or $58,986 at 6%; with 100% employer match about $66,359 at 4% or $44,240 at 6%. |
| TERRY LEE WHEELER, D.D.S. DEFINED BENEFIT PENSION PLAN | - | 6 | $132,446 | $11,295 | $1,883iApproximate average salary by contribution assumption: employee only about $47,063 at 4% or $31,375 at 6%; with 50% employer match about $31,375 at 4% or $20,917 at 6%; with 100% employer match about $23,531 at 4% or $15,688 at 6%. |
| 2018 | 2 | 11 | $1,945,218 | $150,000 | $13,636iApproximate average salary by contribution assumption: employee only about $340,909 at 4% or $227,273 at 6%; with 50% employer match about $227,273 at 4% or $151,515 at 6%; with 100% employer match about $170,455 at 4% or $113,636 at 6%. |
| TERRY LEE WHEELER, D.D.S. PROFIT SHARING PLAN | - | 11 | $1,833,123 | $37,905 | $3,446iApproximate average salary by contribution assumption: employee only about $86,148 at 4% or $57,432 at 6%; with 50% employer match about $57,432 at 4% or $38,288 at 6%; with 100% employer match about $43,074 at 4% or $28,716 at 6%. |
| TERRY LEE WHEELER, D.D.S. DEFINED BENEFIT PENSION PLAN | - | 6 | $112,095 | $112,095 | $18,683iApproximate average salary by contribution assumption: employee only about $467,063 at 4% or $311,375 at 6%; with 50% employer match about $311,375 at 4% or $207,583 at 6%; with 100% employer match about $233,531 at 4% or $155,688 at 6%. |
| 2017 | 1 | 11 | $1,937,543 | $76,235 | $6,930iApproximate average salary by contribution assumption: employee only about $173,261 at 4% or $115,508 at 6%; with 50% employer match about $115,508 at 4% or $77,005 at 6%; with 100% employer match about $86,631 at 4% or $57,754 at 6%. |
| TERRY LEE WHEELER, D.D.S. PROFIT SHARING PLAN | - | 11 | $1,937,543 | $76,235 | $6,930iApproximate average salary by contribution assumption: employee only about $173,261 at 4% or $115,508 at 6%; with 50% employer match about $115,508 at 4% or $77,005 at 6%; with 100% employer match about $86,631 at 4% or $57,754 at 6%. |
| 2016 | 1 | 11 | $1,500,932 | $65,889 | $5,990iApproximate average salary by contribution assumption: employee only about $149,748 at 4% or $99,832 at 6%; with 50% employer match about $99,832 at 4% or $66,555 at 6%; with 100% employer match about $74,874 at 4% or $49,916 at 6%. |
| TERRY LEE WHEELER, D.D.S. PROFIT SHARING PLAN | - | 11 | $1,500,932 | $65,889 | $5,990iApproximate average salary by contribution assumption: employee only about $149,748 at 4% or $99,832 at 6%; with 50% employer match about $99,832 at 4% or $66,555 at 6%; with 100% employer match about $74,874 at 4% or $49,916 at 6%. |
| 2015 | 1 | 11 | $1,435,464 | $65,416 | $5,947iApproximate average salary by contribution assumption: employee only about $148,673 at 4% or $99,115 at 6%; with 50% employer match about $99,115 at 4% or $66,077 at 6%; with 100% employer match about $74,336 at 4% or $49,558 at 6%. |
| TERRY LEE WHEELER, D.D.S. PROFIT SHARING PLAN | - | 11 | $1,435,464 | $65,416 | $5,947iApproximate average salary by contribution assumption: employee only about $148,673 at 4% or $99,115 at 6%; with 50% employer match about $99,115 at 4% or $66,077 at 6%; with 100% employer match about $74,336 at 4% or $49,558 at 6%. |
| 2014 | 1 | 11 | $1,441,313 | $63,726 | $5,793iApproximate average salary by contribution assumption: employee only about $144,832 at 4% or $96,555 at 6%; with 50% employer match about $96,555 at 4% or $64,370 at 6%; with 100% employer match about $72,416 at 4% or $48,277 at 6%. |
| TERRY LEE WHEELER, D.D.S. PROFIT SHARING PLAN | - | 11 | $1,441,313 | $63,726 | $5,793iApproximate average salary by contribution assumption: employee only about $144,832 at 4% or $96,555 at 6%; with 50% employer match about $96,555 at 4% or $64,370 at 6%; with 100% employer match about $72,416 at 4% or $48,277 at 6%. |
| 2013 | 1 | 10 | $1,242,361 | $56,788 | $5,679iApproximate average salary by contribution assumption: employee only about $141,970 at 4% or $94,647 at 6%; with 50% employer match about $94,647 at 4% or $63,098 at 6%; with 100% employer match about $70,985 at 4% or $47,323 at 6%. |
| TERRY LEE WHEELER, D.D.S. PROFIT SHARING PLAN | - | 10 | $1,242,361 | $56,788 | $5,679iApproximate average salary by contribution assumption: employee only about $141,970 at 4% or $94,647 at 6%; with 50% employer match about $94,647 at 4% or $63,098 at 6%; with 100% employer match about $70,985 at 4% or $47,323 at 6%. |
| 2012 | 2 | 11 | $1,038,748 | $252,231 | $22,930iApproximate average salary by contribution assumption: employee only about $573,252 at 4% or $382,168 at 6%; with 50% employer match about $382,168 at 4% or $254,779 at 6%; with 100% employer match about $286,626 at 4% or $191,084 at 6%. |
| TERRY LEE WHEELER, D.D.S. PROFIT SHARING PLAN | - | 11 | $1,038,748 | $252,231 | $22,930iApproximate average salary by contribution assumption: employee only about $573,252 at 4% or $382,168 at 6%; with 50% employer match about $382,168 at 4% or $254,779 at 6%; with 100% employer match about $286,626 at 4% or $191,084 at 6%. |
| Terry Lee Wheeler, D.D.S. Profit Sharing Plan | - | 0 | $0 | $0 | - |
| 2011 | 2 | 10 | $863,379 | $58,227 | $5,823iApproximate average salary by contribution assumption: employee only about $145,568 at 4% or $97,045 at 6%; with 50% employer match about $97,045 at 4% or $64,697 at 6%; with 100% employer match about $72,784 at 4% or $48,523 at 6%. |
| TERRY LEE WHEELER, D.D.S. PROFIT SHARING PLAN | - | 10 | $683,552 | $58,227 | $5,823iApproximate average salary by contribution assumption: employee only about $145,568 at 4% or $97,045 at 6%; with 50% employer match about $97,045 at 4% or $64,697 at 6%; with 100% employer match about $72,784 at 4% or $48,523 at 6%. |
| Terry Lee Wheeler, D.D.S. Profit Sharing Plan | - | 5 | $179,827 | $0 | - |
| 2010 | 2 | 10 | $798,427 | $58,409 | $5,841iApproximate average salary by contribution assumption: employee only about $146,023 at 4% or $97,348 at 6%; with 50% employer match about $97,348 at 4% or $64,899 at 6%; with 100% employer match about $73,011 at 4% or $48,674 at 6%. |
| TERRY LEE WHEELER, D.D.S. PROFIT SHARING PLAN | - | 10 | $614,056 | $58,409 | $5,841iApproximate average salary by contribution assumption: employee only about $146,023 at 4% or $97,348 at 6%; with 50% employer match about $97,348 at 4% or $64,899 at 6%; with 100% employer match about $73,011 at 4% or $48,674 at 6%. |
| Terry Lee Wheeler, D.D.S. Profit Sharing Plan | - | 5 | $184,371 | $0 | - |
| 2009 | 2 | 9 | $647,513 | $54,628 | $6,070iApproximate average salary by contribution assumption: employee only about $151,744 at 4% or $101,163 at 6%; with 50% employer match about $101,163 at 4% or $67,442 at 6%; with 100% employer match about $75,872 at 4% or $50,581 at 6%. |
| TERRY LEE WHEELER, D.D.S. PROFIT SHARING PLAN | - | 9 | $478,478 | $54,628 | $6,070iApproximate average salary by contribution assumption: employee only about $151,744 at 4% or $101,163 at 6%; with 50% employer match about $101,163 at 4% or $67,442 at 6%; with 100% employer match about $75,872 at 4% or $50,581 at 6%. |
| Terry Lee Wheeler, D.D.S. Profit Sharing Plan | - | 5 | $169,035 | $0 | - |
| 2008 | 2 | 10 | $509,819 | $52,401 | $5,240iApproximate average salary by contribution assumption: employee only about $131,003 at 4% or $87,335 at 6%; with 50% employer match about $87,335 at 4% or $58,223 at 6%; with 100% employer match about $65,501 at 4% or $43,668 at 6%. |
| TERRY LEE WHEELER, D.D.S. PROFIT SHARING PLAN | - | 10 | $363,601 | $52,401 | $5,240iApproximate average salary by contribution assumption: employee only about $131,003 at 4% or $87,335 at 6%; with 50% employer match about $87,335 at 4% or $58,223 at 6%; with 100% employer match about $65,501 at 4% or $43,668 at 6%. |
| Terry Lee Wheeler, D.D.S. Profit Sharing Plan | - | 6 | $146,218 | - | - |
| 2007 | 2 | 9 | $642,881 | $51,877 | $5,764iApproximate average salary by contribution assumption: employee only about $144,103 at 4% or $96,069 at 6%; with 50% employer match about $96,069 at 4% or $64,046 at 6%; with 100% employer match about $72,051 at 4% or $48,034 at 6%. |
| TERRY LEE WHEELER, D.D.S. MONEY PURCHASE PENSION PLAN | - | 9 | $453,256 | $51,877 | $5,764iApproximate average salary by contribution assumption: employee only about $144,103 at 4% or $96,069 at 6%; with 50% employer match about $96,069 at 4% or $64,046 at 6%; with 100% employer match about $72,051 at 4% or $48,034 at 6%. |
| Terry Lee Wheeler, D.D.S. Profit Sharing Plan | - | 7 | $189,625 | - | - |
| 2006 | 2 | 7 | $529,302 | $48,106 | $6,872iApproximate average salary by contribution assumption: employee only about $171,807 at 4% or $114,538 at 6%; with 50% employer match about $114,538 at 4% or $76,359 at 6%; with 100% employer match about $85,904 at 4% or $57,269 at 6%. |
| TERRY LEE WHEELER, D.D.S. MONEY PURCHASE PENSION PLAN | - | 7 | $351,892 | $48,106 | $6,872iApproximate average salary by contribution assumption: employee only about $171,807 at 4% or $114,538 at 6%; with 50% employer match about $114,538 at 4% or $76,359 at 6%; with 100% employer match about $85,904 at 4% or $57,269 at 6%. |
| Terry Lee Wheeler, D.D.S. Profit Sharing Plan | - | 7 | $177,410 | - | - |
| 2005 | 2 | 9 | $450,449 | $46,247 | $5,139iApproximate average salary by contribution assumption: employee only about $128,464 at 4% or $85,643 at 6%; with 50% employer match about $85,643 at 4% or $57,095 at 6%; with 100% employer match about $64,232 at 4% or $42,821 at 6%. |
| TERRY LEE WHEELER, D.D.S. MONEY PURCHASE PENSION PLAN | - | 9 | $282,638 | $46,247 | $5,139iApproximate average salary by contribution assumption: employee only about $128,464 at 4% or $85,643 at 6%; with 50% employer match about $85,643 at 4% or $57,095 at 6%; with 100% employer match about $64,232 at 4% or $42,821 at 6%. |
| Terry Lee Wheeler, D.D.S. Profit Sharing Plan | - | 7 | $167,811 | - | - |
| 2004 | 2 | 8 | $393,962 | $47,871 | $5,984iApproximate average salary by contribution assumption: employee only about $149,597 at 4% or $99,731 at 6%; with 50% employer match about $99,731 at 4% or $66,488 at 6%; with 100% employer match about $74,798 at 4% or $49,866 at 6%. |
| TERRY LEE WHEELER, D.D.S. MP PENSION PLAN | - | 8 | $232,456 | $47,871 | $5,984iApproximate average salary by contribution assumption: employee only about $149,597 at 4% or $99,731 at 6%; with 50% employer match about $99,731 at 4% or $66,488 at 6%; with 100% employer match about $74,798 at 4% or $49,866 at 6%. |
| Terry Lee Wheeler, D.D.S. Profit Sharing Plan | - | 7 | $161,506 | - | - |
| 2003 | 2 | 6 | $338,720 | $49,908 | $8,318iApproximate average salary by contribution assumption: employee only about $207,950 at 4% or $138,633 at 6%; with 50% employer match about $138,633 at 4% or $92,422 at 6%; with 100% employer match about $103,975 at 4% or $69,317 at 6%. |
| TERRY LEE WHEELER, D.D.S. MP PENSION PLAN | - | 6 | $182,873 | $49,908 | $8,318iApproximate average salary by contribution assumption: employee only about $207,950 at 4% or $138,633 at 6%; with 50% employer match about $138,633 at 4% or $92,422 at 6%; with 100% employer match about $103,975 at 4% or $69,317 at 6%. |
| Terry Lee Wheeler, D.D.S. Profit Sharing Plan | - | 5 | $155,847 | - | - |
| 2002 | 2 | 7 | $277,784 | $51,514 | $7,359iApproximate average salary by contribution assumption: employee only about $183,979 at 4% or $122,652 at 6%; with 50% employer match about $122,652 at 4% or $81,768 at 6%; with 100% employer match about $91,989 at 4% or $61,326 at 6%. |
| Terry Lee Wheeler, D.D.S. Profit Sharing Plan | - | 4 | $146,975 | - | - |
| TERRY LEE WHEELER, D.D.S. MONEY PURCHASE PENSION PLAN | - | 7 | $130,809 | $51,514 | $7,359iApproximate average salary by contribution assumption: employee only about $183,979 at 4% or $122,652 at 6%; with 50% employer match about $122,652 at 4% or $81,768 at 6%; with 100% employer match about $91,989 at 4% or $61,326 at 6%. |
| 2001 | 2 | 5 | $155,174 | $0 | - |
| Terry Lee Wheeler, D.D.S. Profit Sharing Plan | - | 3 | $155,174 | - | - |
| TERRY LEE WHEELER, D.D.S. MONEY PURCHASE PENSION PLAN | - | 5 | - | - | - |
| 2000 | 2 | 5 | $203,390 | $35,605 | $7,121iApproximate average salary by contribution assumption: employee only about $178,025 at 4% or $118,683 at 6%; with 50% employer match about $118,683 at 4% or $79,122 at 6%; with 100% employer match about $89,013 at 4% or $59,342 at 6%. |
| Terry Lee Wheeler, D.D.S. Profit Sharing Plan | - | 5 | $167,785 | - | - |
| TERRY LEE WHEELER, D.D.S. MONEY PURCHASE PENSION PLAN | - | 4 | $35,605 | $35,605 | $8,901iApproximate average salary by contribution assumption: employee only about $222,531 at 4% or $148,354 at 6%; with 50% employer match about $148,354 at 4% or $98,903 at 6%; with 100% employer match about $111,266 at 4% or $74,177 at 6%. |
| 1999 | 1 | 6 | $170,432 | $33,318 | $5,553iApproximate average salary by contribution assumption: employee only about $138,825 at 4% or $92,550 at 6%; with 50% employer match about $92,550 at 4% or $61,700 at 6%; with 100% employer match about $69,413 at 4% or $46,275 at 6%. |
| Terry Lee Wheeler, D.D.S. Profit Sharing Plan | - | 6 | $170,432 | $33,318 | $5,553iApproximate average salary by contribution assumption: employee only about $138,825 at 4% or $92,550 at 6%; with 50% employer match about $92,550 at 4% or $61,700 at 6%; with 100% employer match about $69,413 at 4% or $46,275 at 6%. |