Civic Intelligence

WHEELER FINANCIAL SERVICES, INC. DBA WHEELER ASSOCIATES

Plan context: Wheeler Financial Inc 401(K) Plan

EIN 41-0806066 • Duluth, MN • 17 filings • 3 plans

324 West Superior StreetSuite 1000Duluth, MN 55802
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$4,779,546

2024 Contributions

$560,477

Historical Graphs

Total Assets Over Time

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

$4,779,546$2,389,773$0201120182024YearValue
$4,779,546Latest year 2024

Participants Over Time

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

1470201120182024YearValue
14Latest 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
2024214$4,779,546$560,477$40,034iApproximate average salary by contribution assumption: employee only about $1,000,852 at 4% or $667,235 at 6%; with 50% employer match about $667,235 at 4% or $444,823 at 6%; with 100% employer match about $500,426 at 4% or $333,617 at 6%.
Wheeler Financial Inc 401(K) Plan-14$4,351,050$394,755$28,197iApproximate average salary by contribution assumption: employee only about $704,920 at 4% or $469,946 at 6%; with 50% employer match about $469,946 at 4% or $313,298 at 6%; with 100% employer match about $352,460 at 4% or $234,973 at 6%.
WHEELER FINANCIAL INC. CASH BALANCE PENSION PLAN-7$428,496$165,722$23,675iApproximate average salary by contribution assumption: employee only about $591,864 at 4% or $394,576 at 6%; with 50% employer match about $394,576 at 4% or $263,051 at 6%; with 100% employer match about $295,932 at 4% or $197,288 at 6%.
2023214$3,611,183$501,972$35,855iApproximate average salary by contribution assumption: employee only about $896,379 at 4% or $597,586 at 6%; with 50% employer match about $597,586 at 4% or $398,390 at 6%; with 100% employer match about $448,189 at 4% or $298,793 at 6%.
Wheeler Financial Inc 401(K) Plan-14$3,373,020$381,972$27,284iApproximate average salary by contribution assumption: employee only about $682,093 at 4% or $454,729 at 6%; with 50% employer match about $454,729 at 4% or $303,152 at 6%; with 100% employer match about $341,046 at 4% or $227,364 at 6%.
WHEELER FINANCIAL INC. CASH BALANCE PENSION PLAN-6$238,163$120,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
2022214$2,708,858$511,259$36,519iApproximate average salary by contribution assumption: employee only about $912,963 at 4% or $608,642 at 6%; with 50% employer match about $608,642 at 4% or $405,761 at 6%; with 100% employer match about $456,481 at 4% or $304,321 at 6%.
Wheeler Financial Inc 401(K) Plan-14$2,605,907$407,398$29,100iApproximate average salary by contribution assumption: employee only about $727,496 at 4% or $484,998 at 6%; with 50% employer match about $484,998 at 4% or $323,332 at 6%; with 100% employer match about $363,748 at 4% or $242,499 at 6%.
WHEELER FINANCIAL INC. CASH BALANCE PENSION PLAN-6$102,951$103,861$17,310iApproximate average salary by contribution assumption: employee only about $432,754 at 4% or $288,503 at 6%; with 50% employer match about $288,503 at 4% or $192,335 at 6%; with 100% employer match about $216,377 at 4% or $144,251 at 6%.
2021113$2,734,658$325,075$25,006iApproximate average salary by contribution assumption: employee only about $625,144 at 4% or $416,763 at 6%; with 50% employer match about $416,763 at 4% or $277,842 at 6%; with 100% employer match about $312,572 at 4% or $208,381 at 6%.
Wheeler Financial Inc 401(K) Plan-13$2,734,658$325,075$25,006iApproximate average salary by contribution assumption: employee only about $625,144 at 4% or $416,763 at 6%; with 50% employer match about $416,763 at 4% or $277,842 at 6%; with 100% employer match about $312,572 at 4% or $208,381 at 6%.
2020113$2,544,521$311,514$23,963iApproximate average salary by contribution assumption: employee only about $599,065 at 4% or $399,377 at 6%; with 50% employer match about $399,377 at 4% or $266,251 at 6%; with 100% employer match about $299,533 at 4% or $199,688 at 6%.
Wheeler Financial Inc 401(K) Plan-13$2,544,521$311,514$23,963iApproximate average salary by contribution assumption: employee only about $599,065 at 4% or $399,377 at 6%; with 50% employer match about $399,377 at 4% or $266,251 at 6%; with 100% employer match about $299,533 at 4% or $199,688 at 6%.
2019113$1,864,342$324,560$24,966iApproximate average salary by contribution assumption: employee only about $624,154 at 4% or $416,103 at 6%; with 50% employer match about $416,103 at 4% or $277,402 at 6%; with 100% employer match about $312,077 at 4% or $208,051 at 6%.
Wheeler Financial Inc 401(K) Plan-13$1,864,342$324,560$24,966iApproximate average salary by contribution assumption: employee only about $624,154 at 4% or $416,103 at 6%; with 50% employer match about $416,103 at 4% or $277,402 at 6%; with 100% employer match about $312,077 at 4% or $208,051 at 6%.
201818$1,227,757$198,854$24,857iApproximate average salary by contribution assumption: employee only about $621,419 at 4% or $414,279 at 6%; with 50% employer match about $414,279 at 4% or $276,186 at 6%; with 100% employer match about $310,709 at 4% or $207,140 at 6%.
Wheeler Financial Inc 401(K) Plan-8$1,227,757$198,854$24,857iApproximate average salary by contribution assumption: employee only about $621,419 at 4% or $414,279 at 6%; with 50% employer match about $414,279 at 4% or $276,186 at 6%; with 100% employer match about $310,709 at 4% or $207,140 at 6%.
201717$1,141,848$208,959$29,851iApproximate average salary by contribution assumption: employee only about $746,282 at 4% or $497,521 at 6%; with 50% employer match about $497,521 at 4% or $331,681 at 6%; with 100% employer match about $373,141 at 4% or $248,761 at 6%.
Wheeler Financial Inc 401(K) Plan-7$1,141,848$208,959$29,851iApproximate average salary by contribution assumption: employee only about $746,282 at 4% or $497,521 at 6%; with 50% employer match about $497,521 at 4% or $331,681 at 6%; with 100% employer match about $373,141 at 4% or $248,761 at 6%.
201617$758,261$143,254$20,465iApproximate average salary by contribution assumption: employee only about $511,621 at 4% or $341,081 at 6%; with 50% employer match about $341,081 at 4% or $227,387 at 6%; with 100% employer match about $255,811 at 4% or $170,540 at 6%.
Wheeler Financial Inc 401(K) Plan-7$758,261$143,254$20,465iApproximate average salary by contribution assumption: employee only about $511,621 at 4% or $341,081 at 6%; with 50% employer match about $341,081 at 4% or $227,387 at 6%; with 100% employer match about $255,811 at 4% or $170,540 at 6%.
201516$724,395$201,424$33,571iApproximate average salary by contribution assumption: employee only about $839,267 at 4% or $559,511 at 6%; with 50% employer match about $559,511 at 4% or $373,007 at 6%; with 100% employer match about $419,633 at 4% or $279,756 at 6%.
Wheeler Financial Inc 401(K) Plan-6$724,395$201,424$33,571iApproximate average salary by contribution assumption: employee only about $839,267 at 4% or $559,511 at 6%; with 50% employer match about $559,511 at 4% or $373,007 at 6%; with 100% employer match about $419,633 at 4% or $279,756 at 6%.
201416$570,737$138,428$23,071iApproximate average salary by contribution assumption: employee only about $576,783 at 4% or $384,522 at 6%; with 50% employer match about $384,522 at 4% or $256,348 at 6%; with 100% employer match about $288,392 at 4% or $192,261 at 6%.
Wheeler Financial Inc 401(K) Plan-6$570,737$138,428$23,071iApproximate average salary by contribution assumption: employee only about $576,783 at 4% or $384,522 at 6%; with 50% employer match about $384,522 at 4% or $256,348 at 6%; with 100% employer match about $288,392 at 4% or $192,261 at 6%.
201317$438,611$138,242$19,749iApproximate average salary by contribution assumption: employee only about $493,721 at 4% or $329,148 at 6%; with 50% employer match about $329,148 at 4% or $219,432 at 6%; with 100% employer match about $246,861 at 4% or $164,574 at 6%.
Wheeler Financial Inc 401(K) Plan-7$438,611$138,242$19,749iApproximate average salary by contribution assumption: employee only about $493,721 at 4% or $329,148 at 6%; with 50% employer match about $329,148 at 4% or $219,432 at 6%; with 100% employer match about $246,861 at 4% or $164,574 at 6%.
201217$253,789$134,515$19,216iApproximate average salary by contribution assumption: employee only about $480,411 at 4% or $320,274 at 6%; with 50% employer match about $320,274 at 4% or $213,516 at 6%; with 100% employer match about $240,205 at 4% or $160,137 at 6%.
Wheeler Financial Inc 401(K) Plan-7$253,789$134,515$19,216iApproximate average salary by contribution assumption: employee only about $480,411 at 4% or $320,274 at 6%; with 50% employer match about $320,274 at 4% or $213,516 at 6%; with 100% employer match about $240,205 at 4% or $160,137 at 6%.
201117$101,496$107,221$15,317iApproximate average salary by contribution assumption: employee only about $382,932 at 4% or $255,288 at 6%; with 50% employer match about $255,288 at 4% or $170,192 at 6%; with 100% employer match about $191,466 at 4% or $127,644 at 6%.
Wheeler Financial Inc 401(K) Plan-7$101,496$107,221$15,317iApproximate average salary by contribution assumption: employee only about $382,932 at 4% or $255,288 at 6%; with 50% employer match about $255,288 at 4% or $170,192 at 6%; with 100% employer match about $191,466 at 4% or $127,644 at 6%.