Civic Intelligence

Wheeler-Dealer Ltd.

Plan context: Wheeler-Dealer Ltd. 401K Plan & Trust

EIN 36-4121007 • Chicago, IL • 17 filings • 4 plans

120 N. Lasalle, Suite 2850Chicago, IL 60602
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$3,880,248

2024 Contributions

$165,709

Historical Graphs

Total Assets Over Time

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

$3,880,248$1,940,124$0200820162024YearValue
$3,880,248Latest year 2024

Participants Over Time

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

1470200720152024YearValue
11Latest year 2024

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
2024111$3,880,248$165,709$15,064iApproximate average salary by contribution assumption: employee only about $376,611 at 4% or $251,074 at 6%; with 50% employer match about $251,074 at 4% or $167,383 at 6%; with 100% employer match about $188,306 at 4% or $125,537 at 6%.
Wheeler-Dealer Ltd. 401K Plan & Trust-11$3,880,248$165,709$15,064iApproximate average salary by contribution assumption: employee only about $376,611 at 4% or $251,074 at 6%; with 50% employer match about $251,074 at 4% or $167,383 at 6%; with 100% employer match about $188,306 at 4% or $125,537 at 6%.
2022111$2,254,698$130,624$11,875iApproximate average salary by contribution assumption: employee only about $296,873 at 4% or $197,915 at 6%; with 50% employer match about $197,915 at 4% or $131,943 at 6%; with 100% employer match about $148,436 at 4% or $98,958 at 6%.
Wheeler-Dealer Ltd. 401K Plan & Trust-11$2,254,698$130,624$11,875iApproximate average salary by contribution assumption: employee only about $296,873 at 4% or $197,915 at 6%; with 50% employer match about $197,915 at 4% or $131,943 at 6%; with 100% employer match about $148,436 at 4% or $98,958 at 6%.
2021113$3,126,033$105,412$8,109iApproximate average salary by contribution assumption: employee only about $202,715 at 4% or $135,144 at 6%; with 50% employer match about $135,144 at 4% or $90,096 at 6%; with 100% employer match about $101,358 at 4% or $67,572 at 6%.
Wheeler-Dealer Ltd. 401K Plan & Trust-13$3,126,033$105,412$8,109iApproximate average salary by contribution assumption: employee only about $202,715 at 4% or $135,144 at 6%; with 50% employer match about $135,144 at 4% or $90,096 at 6%; with 100% employer match about $101,358 at 4% or $67,572 at 6%.
2020114$2,620,062$126,042$9,003iApproximate average salary by contribution assumption: employee only about $225,075 at 4% or $150,050 at 6%; with 50% employer match about $150,050 at 4% or $100,033 at 6%; with 100% employer match about $112,538 at 4% or $75,025 at 6%.
Wheeler-Dealer Ltd. 401K Plan & Trust-14$2,620,062$126,042$9,003iApproximate average salary by contribution assumption: employee only about $225,075 at 4% or $150,050 at 6%; with 50% employer match about $150,050 at 4% or $100,033 at 6%; with 100% employer match about $112,538 at 4% or $75,025 at 6%.
2019113$1,944,347$99,509$7,655iApproximate average salary by contribution assumption: employee only about $191,363 at 4% or $127,576 at 6%; with 50% employer match about $127,576 at 4% or $85,050 at 6%; with 100% employer match about $95,682 at 4% or $63,788 at 6%.
Wheeler-Dealer Ltd. 401K Plan & Trust-13$1,944,347$99,509$7,655iApproximate average salary by contribution assumption: employee only about $191,363 at 4% or $127,576 at 6%; with 50% employer match about $127,576 at 4% or $85,050 at 6%; with 100% employer match about $95,682 at 4% or $63,788 at 6%.
2018113$1,514,594$100,985$7,768iApproximate average salary by contribution assumption: employee only about $194,202 at 4% or $129,468 at 6%; with 50% employer match about $129,468 at 4% or $86,312 at 6%; with 100% employer match about $97,101 at 4% or $64,734 at 6%.
Wheeler-Dealer Ltd. 401K Plan & Trust-13$1,514,594$100,985$7,768iApproximate average salary by contribution assumption: employee only about $194,202 at 4% or $129,468 at 6%; with 50% employer match about $129,468 at 4% or $86,312 at 6%; with 100% employer match about $97,101 at 4% or $64,734 at 6%.
2017113$1,488,934$93,483$7,191iApproximate average salary by contribution assumption: employee only about $179,775 at 4% or $119,850 at 6%; with 50% employer match about $119,850 at 4% or $79,900 at 6%; with 100% employer match about $89,888 at 4% or $59,925 at 6%.
Wheeler-Dealer Ltd. 401K Plan & Trust-13$1,488,934$93,483$7,191iApproximate average salary by contribution assumption: employee only about $179,775 at 4% or $119,850 at 6%; with 50% employer match about $119,850 at 4% or $79,900 at 6%; with 100% employer match about $89,888 at 4% or $59,925 at 6%.
2016113$1,147,529$96,449$7,419iApproximate average salary by contribution assumption: employee only about $185,479 at 4% or $123,653 at 6%; with 50% employer match about $123,653 at 4% or $82,435 at 6%; with 100% employer match about $92,739 at 4% or $61,826 at 6%.
Wheeler-Dealer Ltd. 401K Plan & Trust-13$1,147,529$96,449$7,419iApproximate average salary by contribution assumption: employee only about $185,479 at 4% or $123,653 at 6%; with 50% employer match about $123,653 at 4% or $82,435 at 6%; with 100% employer match about $92,739 at 4% or $61,826 at 6%.
2015111$985,318$189,000$17,182iApproximate average salary by contribution assumption: employee only about $429,545 at 4% or $286,364 at 6%; with 50% employer match about $286,364 at 4% or $190,909 at 6%; with 100% employer match about $214,773 at 4% or $143,182 at 6%.
Wheeler-Dealer Ltd. 401K Plan & Trust-11$985,318$189,000$17,182iApproximate average salary by contribution assumption: employee only about $429,545 at 4% or $286,364 at 6%; with 50% employer match about $286,364 at 4% or $190,909 at 6%; with 100% employer match about $214,773 at 4% or $143,182 at 6%.
201417$776,981$293,063$41,866iApproximate average salary by contribution assumption: employee only about $1,046,654 at 4% or $697,769 at 6%; with 50% employer match about $697,769 at 4% or $465,179 at 6%; with 100% employer match about $523,327 at 4% or $348,885 at 6%.
Wheeler-Dealer Ltd. 401K Plan & Trust-7$776,981$293,063$41,866iApproximate average salary by contribution assumption: employee only about $1,046,654 at 4% or $697,769 at 6%; with 50% employer match about $697,769 at 4% or $465,179 at 6%; with 100% employer match about $523,327 at 4% or $348,885 at 6%.
201312$454,870$29,887$14,944iApproximate average salary by contribution assumption: employee only about $373,588 at 4% or $249,058 at 6%; with 50% employer match about $249,058 at 4% or $166,039 at 6%; with 100% employer match about $186,794 at 4% or $124,529 at 6%.
Wheeler-Dealer Ltd. 401K Plan & Trust-2$454,870$29,887$14,944iApproximate average salary by contribution assumption: employee only about $373,588 at 4% or $249,058 at 6%; with 50% employer match about $249,058 at 4% or $166,039 at 6%; with 100% employer match about $186,794 at 4% or $124,529 at 6%.
201212$320,527$27,717$13,859iApproximate average salary by contribution assumption: employee only about $346,463 at 4% or $230,975 at 6%; with 50% employer match about $230,975 at 4% or $153,983 at 6%; with 100% employer match about $173,231 at 4% or $115,488 at 6%.
Wheeler-Dealer Ltd. 401K Plan & Trust-2$320,527$27,717$13,859iApproximate average salary by contribution assumption: employee only about $346,463 at 4% or $230,975 at 6%; with 50% employer match about $230,975 at 4% or $153,983 at 6%; with 100% employer match about $173,231 at 4% or $115,488 at 6%.
201111$242,567$23,462$23,462iApproximate average salary by contribution assumption: employee only about $586,550 at 4% or $391,033 at 6%; with 50% employer match about $391,033 at 4% or $260,689 at 6%; with 100% employer match about $293,275 at 4% or $195,517 at 6%.
Wheeler-Dealer Ltd. 401K Plan & Trust-1$242,567$23,462$23,462iApproximate average salary by contribution assumption: employee only about $586,550 at 4% or $391,033 at 6%; with 50% employer match about $391,033 at 4% or $260,689 at 6%; with 100% employer match about $293,275 at 4% or $195,517 at 6%.
201011$233,091$23,056$23,056iApproximate average salary by contribution assumption: employee only about $576,400 at 4% or $384,267 at 6%; with 50% employer match about $384,267 at 4% or $256,178 at 6%; with 100% employer match about $288,200 at 4% or $192,133 at 6%.
Wheeler-Dealer Ltd. 401K Plan & Trust-1$233,091$23,056$23,056iApproximate average salary by contribution assumption: employee only about $576,400 at 4% or $384,267 at 6%; with 50% employer match about $384,267 at 4% or $256,178 at 6%; with 100% employer match about $288,200 at 4% or $192,133 at 6%.
200911$184,450$31,500$31,500iApproximate average salary by contribution assumption: employee only about $787,500 at 4% or $525,000 at 6%; with 50% employer match about $525,000 at 4% or $350,000 at 6%; with 100% employer match about $393,750 at 4% or $262,500 at 6%.
Wheeler-Dealer Ltd. 401K Plan & Trust-1$184,450$31,500$31,500iApproximate average salary by contribution assumption: employee only about $787,500 at 4% or $525,000 at 6%; with 50% employer match about $525,000 at 4% or $350,000 at 6%; with 100% employer match about $393,750 at 4% or $262,500 at 6%.
200811$114,692$142,391$142,391iApproximate average salary by contribution assumption: employee only about $3,559,775 at 4% or $2,373,183 at 6%; with 50% employer match about $2,373,183 at 4% or $1,582,122 at 6%; with 100% employer match about $1,779,888 at 4% or $1,186,592 at 6%.
Wheeler-Dealer Ltd. 401K Plan & Trust-1$114,692$142,391$142,391iApproximate average salary by contribution assumption: employee only about $3,559,775 at 4% or $2,373,183 at 6%; with 50% employer match about $2,373,183 at 4% or $1,582,122 at 6%; with 100% employer match about $1,779,888 at 4% or $1,186,592 at 6%.
200712$0$0-
Wheeler-Dealer Ltd. 401K Plan & Trust-2---