Civic Intelligence

Wheaton Securities Inc.

Plan context: Wheaton Securities Inc. Employee Stock Ownership Plan and Trust

EIN 36-3854467 • Buffalo Grove, IL • 24 filings • 3 plans

1 W Dundee Rd Ste 200Buffalo Grove, IL 60089-3770
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$3,181

2024 Contributions

$0

Historical Graphs

Total Assets Over Time

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

$13,172,527$6,586,264$0200220142024YearValue
$3,181Latest year 2024

Participants Over Time

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

320200020122022YearValue
2Latest year 2022

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
202410$3,181$0-
Wheaton Securities Inc. Employee Stock Ownership Plan and Trust-0$3,181--
202310$3,448$0-
Wheaton Securities Inc. Employee Stock Ownership Plan and Trust-0$3,448--
202212$7,924,520$0-
Wheaton Securities Inc. Employee Stock Ownership Plan and Trust-2$7,924,520--
202112$9,077,165$0-
Wheaton Securities Inc. Employee Stock Ownership Plan and Trust-2$9,077,165--
202012$6,819,121$0-
Wheaton Securities Inc. Employee Stock Ownership Plan and Trust-2$6,819,121--
201912$5,708,581$0-
Wheaton Securities Inc. Employee Stock Ownership Plan and Trust-2$5,708,581--
201812$5,609,240$0-
Wheaton Securities Inc. Employee Stock Ownership Plan and Trust-2$5,609,240--
201712$7,752,334$0-
Wheaton Securities Inc. Employee Stock Ownership Plan and Trust-2$7,752,334--
201613$4,571,013$0-
Wheaton Securities Inc. Employee Stock Ownership Plan and Trust-3$4,571,013--
201513$2,896,441$0-
Wheaton Securities Inc. Employee Stock Ownership Plan and Trust-3$2,896,441--
201413$5,452,620$0-
Wheaton Securities Inc. Employee Stock Ownership Plan and Trust-3$5,452,620--
201313$6,259,868$0-
Wheaton Securities Inc. Employee Stock Ownership Plan and Trust-3$6,259,868--
201213$6,349,258$0-
Wheaton Securities Inc. Employee Stock Ownership Plan and Trust-3$6,349,258--
201113$6,848,242$0-
Wheaton Securities Inc. Employee Stock Ownership Plan and Trust-3$6,848,242--
201013$13,172,527$0-
Wheaton Securities Inc. Employee Stock Ownership Plan and Trust-3$13,172,527--
200913$13,127,858$0-
Wheaton Securities Inc. Employee Stock Ownership Plan and Trust-3$13,127,858--
200813$10,470,433$0-
Wheaton Securities Inc. Employee Stock Ownership Plan and Trust-3$10,470,433--
200713$0$0-
Wheaton Securities Inc. Employee Stock Ownership Plan and Trust-3---
200613$10,826,289$0-
Wheaton Securities Inc. Employee Stock Ownership Plan and Trust-3$10,826,289--
200513$10,399,075$0-
Wheaton Securities Inc. Employee Stock Ownership Plan and Trust-3$10,399,075--
200413$9,990,624$0-
Wheaton Securities Inc. Employee Stock Ownership Plan and Trust-3$9,990,624--
200313$10,360,750$0-
Wheaton Securities Inc. Employee Stock Ownership Plan and Trust-3$10,360,750--
200213$9,610,000$0-
Wheaton Securities Inc. Employee Stock Ownership Plan and Trust-3$9,610,000--
200013$0$0-
Wheaton Securities Inc. Employee Stock Ownership Plan and Trust-3---