Civic Intelligence

Stephen L. Wheeler, D.D.S. Inc.

Plan context: Stephen L. Wheeler, D.D.S. Inc. 401K Profit Sharing Plan

EIN 33-0118026 • Encinitas, CA • 20 filings • 4 plans

320 Santa Fe Drive, Suite 304Encinitas, CA 92024
Current Snapshot

Latest Year

2015

2015 Participants

13

2015 Assets

$4,108,395

2015 Contributions

$155,547

Historical Graphs

Total Assets Over Time

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

$4,118,007$2,059,004$0200020092015YearValue
$4,108,395Latest year 2015

Participants Over Time

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

1370200020082015YearValue
13Latest year 2015

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
2015113$4,108,395$155,547$11,965iApproximate average salary by contribution assumption: employee only about $299,129 at 4% or $199,419 at 6%; with 50% employer match about $199,419 at 4% or $132,946 at 6%; with 100% employer match about $149,564 at 4% or $99,710 at 6%.
Stephen L. Wheeler, D.D.S. Inc. 401K Profit Sharing Plan-13$4,108,395$155,547$11,965iApproximate average salary by contribution assumption: employee only about $299,129 at 4% or $199,419 at 6%; with 50% employer match about $199,419 at 4% or $132,946 at 6%; with 100% employer match about $149,564 at 4% or $99,710 at 6%.
2014112$4,118,007$181,163$15,097iApproximate average salary by contribution assumption: employee only about $377,423 at 4% or $251,615 at 6%; with 50% employer match about $251,615 at 4% or $167,744 at 6%; with 100% employer match about $188,711 at 4% or $125,808 at 6%.
Stephen L. Wheeler, D.D.S. Inc. 401K Profit Sharing Plan-12$4,118,007$181,163$15,097iApproximate average salary by contribution assumption: employee only about $377,423 at 4% or $251,615 at 6%; with 50% employer match about $251,615 at 4% or $167,744 at 6%; with 100% employer match about $188,711 at 4% or $125,808 at 6%.
2013112$3,843,100$173,823$14,485iApproximate average salary by contribution assumption: employee only about $362,131 at 4% or $241,421 at 6%; with 50% employer match about $241,421 at 4% or $160,947 at 6%; with 100% employer match about $181,066 at 4% or $120,710 at 6%.
Stephen L. Wheeler, D.D.S. Inc. 401K Profit Sharing Plan-12$3,843,100$173,823$14,485iApproximate average salary by contribution assumption: employee only about $362,131 at 4% or $241,421 at 6%; with 50% employer match about $241,421 at 4% or $160,947 at 6%; with 100% employer match about $181,066 at 4% or $120,710 at 6%.
2012212$3,108,189$461,856$38,488iApproximate average salary by contribution assumption: employee only about $962,200 at 4% or $641,467 at 6%; with 50% employer match about $641,467 at 4% or $427,644 at 6%; with 100% employer match about $481,100 at 4% or $320,733 at 6%.
Stephen L. Wheeler, D.D.S. Inc. 401K Profit Sharing Plan-12$3,108,189$458,117$38,176iApproximate average salary by contribution assumption: employee only about $954,410 at 4% or $636,274 at 6%; with 50% employer match about $636,274 at 4% or $424,182 at 6%; with 100% employer match about $477,205 at 4% or $318,137 at 6%.
Stephen L. Wheeler, D.D.S. Inc. Cash Balance Plan-0$0$3,739-
2011211$2,474,909$207,445$18,859iApproximate average salary by contribution assumption: employee only about $471,466 at 4% or $314,311 at 6%; with 50% employer match about $314,311 at 4% or $209,540 at 6%; with 100% employer match about $235,733 at 4% or $157,155 at 6%.
Stephen L. Wheeler, D.D.S. Inc. 401K Profit Sharing Plan-11$2,213,510$158,270$14,388iApproximate average salary by contribution assumption: employee only about $359,705 at 4% or $239,803 at 6%; with 50% employer match about $239,803 at 4% or $159,869 at 6%; with 100% employer match about $179,852 at 4% or $119,902 at 6%.
Stephen L. Wheeler, D.D.S. Inc. Cash Balance Plan-2$261,399$49,175$24,588iApproximate average salary by contribution assumption: employee only about $614,688 at 4% or $409,792 at 6%; with 50% employer match about $409,792 at 4% or $273,194 at 6%; with 100% employer match about $307,344 at 4% or $204,896 at 6%.
2010211$2,477,006$188,934$17,176iApproximate average salary by contribution assumption: employee only about $429,395 at 4% or $286,264 at 6%; with 50% employer match about $286,264 at 4% or $190,842 at 6%; with 100% employer match about $214,698 at 4% or $143,132 at 6%.
Stephen L. Wheeler, D.D.S. Inc. 401K Profit Sharing Plan-11$2,262,108$140,021$12,729iApproximate average salary by contribution assumption: employee only about $318,230 at 4% or $212,153 at 6%; with 50% employer match about $212,153 at 4% or $141,435 at 6%; with 100% employer match about $159,115 at 4% or $106,077 at 6%.
Stephen L. Wheeler, D.D.S. Inc. Cash Balance Plan-2$214,898$48,913$24,457iApproximate average salary by contribution assumption: employee only about $611,413 at 4% or $407,608 at 6%; with 50% employer match about $407,608 at 4% or $271,739 at 6%; with 100% employer match about $305,706 at 4% or $203,804 at 6%.
2009211$1,949,925$183,860$16,715iApproximate average salary by contribution assumption: employee only about $417,864 at 4% or $278,576 at 6%; with 50% employer match about $278,576 at 4% or $185,717 at 6%; with 100% employer match about $208,932 at 4% or $139,288 at 6%.
Stephen L. Wheeler, D.D.S. Inc. 401K Profit Sharing Plan-11$1,794,820$134,947$12,268iApproximate average salary by contribution assumption: employee only about $306,698 at 4% or $204,465 at 6%; with 50% employer match about $204,465 at 4% or $136,310 at 6%; with 100% employer match about $153,349 at 4% or $102,233 at 6%.
Stephen L. Wheeler, D.D.S. Inc. Cash Balance Plan-2$155,105$48,913$24,457iApproximate average salary by contribution assumption: employee only about $611,413 at 4% or $407,608 at 6%; with 50% employer match about $407,608 at 4% or $271,739 at 6%; with 100% employer match about $305,706 at 4% or $203,804 at 6%.
2008110$1,183,010$140,267$14,027iApproximate average salary by contribution assumption: employee only about $350,668 at 4% or $233,778 at 6%; with 50% employer match about $233,778 at 4% or $155,852 at 6%; with 100% employer match about $175,334 at 4% or $116,889 at 6%.
Stephen L. Wheeler, D.D.S. Inc. 401K Profit Sharing Plan-10$1,183,010$140,267$14,027iApproximate average salary by contribution assumption: employee only about $350,668 at 4% or $233,778 at 6%; with 50% employer match about $233,778 at 4% or $155,852 at 6%; with 100% employer match about $175,334 at 4% or $116,889 at 6%.
200719$0$0-
Stephen L. Wheeler, D.D.S. Inc. 401K Profit Sharing Plan-9---
200617$1,701,210$105,138$15,020iApproximate average salary by contribution assumption: employee only about $375,493 at 4% or $250,329 at 6%; with 50% employer match about $250,329 at 4% or $166,886 at 6%; with 100% employer match about $187,746 at 4% or $125,164 at 6%.
Stephen L. Wheeler, D.D.S. Inc. 401K Profit Sharing Plan-7$1,701,210$105,138$15,020iApproximate average salary by contribution assumption: employee only about $375,493 at 4% or $250,329 at 6%; with 50% employer match about $250,329 at 4% or $166,886 at 6%; with 100% employer match about $187,746 at 4% or $125,164 at 6%.
200517$1,380,852$90,273$12,896iApproximate average salary by contribution assumption: employee only about $322,404 at 4% or $214,936 at 6%; with 50% employer match about $214,936 at 4% or $143,290 at 6%; with 100% employer match about $161,202 at 4% or $107,468 at 6%.
Stephen L. Wheeler, D.D.S. Inc. 401K Profit Sharing Plan-7$1,380,852$90,273$12,896iApproximate average salary by contribution assumption: employee only about $322,404 at 4% or $214,936 at 6%; with 50% employer match about $214,936 at 4% or $143,290 at 6%; with 100% employer match about $161,202 at 4% or $107,468 at 6%.
200417$1,133,527$101,059$14,437iApproximate average salary by contribution assumption: employee only about $360,925 at 4% or $240,617 at 6%; with 50% employer match about $240,617 at 4% or $160,411 at 6%; with 100% employer match about $180,463 at 4% or $120,308 at 6%.
Stephen L. Wheeler, D.D.S. Inc. 401K Profit Sharing Plan-7$1,133,527$101,059$14,437iApproximate average salary by contribution assumption: employee only about $360,925 at 4% or $240,617 at 6%; with 50% employer match about $240,617 at 4% or $160,411 at 6%; with 100% employer match about $180,463 at 4% or $120,308 at 6%.
200317$871,527$85,463$12,209iApproximate average salary by contribution assumption: employee only about $305,225 at 4% or $203,483 at 6%; with 50% employer match about $203,483 at 4% or $135,656 at 6%; with 100% employer match about $152,613 at 4% or $101,742 at 6%.
Stephen L. Wheeler, D.D.S. Inc. 401K Profit Sharing Plan-7$871,527$85,463$12,209iApproximate average salary by contribution assumption: employee only about $305,225 at 4% or $203,483 at 6%; with 50% employer match about $203,483 at 4% or $135,656 at 6%; with 100% employer match about $152,613 at 4% or $101,742 at 6%.
200217$0$0-
Stephen L. Wheeler, D.D.S. Inc. 401K Profit Sharing Plan-7---
200116$0$0-
Stephen L. Wheeler, D.D.S. Inc. 401K Profit Sharing Plan-6---
200015$506,471$51,262$10,252iApproximate average salary by contribution assumption: employee only about $256,310 at 4% or $170,873 at 6%; with 50% employer match about $170,873 at 4% or $113,916 at 6%; with 100% employer match about $128,155 at 4% or $85,437 at 6%.
Stephen L. Wheeler, D.D.S. Inc. 401K Profit Sharing Plan-5$506,471$51,262$10,252iApproximate average salary by contribution assumption: employee only about $256,310 at 4% or $170,873 at 6%; with 50% employer match about $170,873 at 4% or $113,916 at 6%; with 100% employer match about $128,155 at 4% or $85,437 at 6%.