Civic Intelligence

Douglas a. Wheelock, Dds PC

Plan context: Wheelock & Bursick Dentistry 401(K) Plan

EIN 42-1145041 • Sioux City, IA • 18 filings • 5 plans

4100 Morningside AveSioux City, IA 51106
Current Snapshot

Latest Year

2019

2019 Participants

18

2019 Assets

$915,609

2019 Contributions

$145,456

Historical Graphs

Total Assets Over Time

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

$1,614,434$807,217$0200320122019YearValue
$915,609Latest year 2019

Participants Over Time

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

1890200220112019YearValue
18Latest year 2019

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
2019118$915,609$145,456$8,081iApproximate average salary by contribution assumption: employee only about $202,022 at 4% or $134,681 at 6%; with 50% employer match about $134,681 at 4% or $89,788 at 6%; with 100% employer match about $101,011 at 4% or $67,341 at 6%.
Wheelock & Bursick Dentistry 401(K) Plan-18$915,609$145,456$8,081iApproximate average salary by contribution assumption: employee only about $202,022 at 4% or $134,681 at 6%; with 50% employer match about $134,681 at 4% or $89,788 at 6%; with 100% employer match about $101,011 at 4% or $67,341 at 6%.
2018113$688,014$109,023$8,386iApproximate average salary by contribution assumption: employee only about $209,660 at 4% or $139,773 at 6%; with 50% employer match about $139,773 at 4% or $93,182 at 6%; with 100% employer match about $104,830 at 4% or $69,887 at 6%.
Wheelock & Bursick Dentistry 401(K) Plan-13$688,014$109,023$8,386iApproximate average salary by contribution assumption: employee only about $209,660 at 4% or $139,773 at 6%; with 50% employer match about $139,773 at 4% or $93,182 at 6%; with 100% employer match about $104,830 at 4% or $69,887 at 6%.
2017117$1,328,974$119,797$7,047iApproximate average salary by contribution assumption: employee only about $176,172 at 4% or $117,448 at 6%; with 50% employer match about $117,448 at 4% or $78,299 at 6%; with 100% employer match about $88,086 at 4% or $58,724 at 6%.
Wheelock & Bursick Dentistry 401(K) Plan-17$1,328,974$119,797$7,047iApproximate average salary by contribution assumption: employee only about $176,172 at 4% or $117,448 at 6%; with 50% employer match about $117,448 at 4% or $78,299 at 6%; with 100% employer match about $88,086 at 4% or $58,724 at 6%.
2016116$1,099,909$121,737$7,609iApproximate average salary by contribution assumption: employee only about $190,214 at 4% or $126,809 at 6%; with 50% employer match about $126,809 at 4% or $84,540 at 6%; with 100% employer match about $95,107 at 4% or $63,405 at 6%.
Wheelock & Bursick Dentistry 401(K) Plan-16$1,099,909$121,737$7,609iApproximate average salary by contribution assumption: employee only about $190,214 at 4% or $126,809 at 6%; with 50% employer match about $126,809 at 4% or $84,540 at 6%; with 100% employer match about $95,107 at 4% or $63,405 at 6%.
2015116$987,924$138,435$8,652iApproximate average salary by contribution assumption: employee only about $216,305 at 4% or $144,203 at 6%; with 50% employer match about $144,203 at 4% or $96,135 at 6%; with 100% employer match about $108,152 at 4% or $72,102 at 6%.
Wheelock & Bursick Dentistry 401(K) Plan-16$987,924$138,435$8,652iApproximate average salary by contribution assumption: employee only about $216,305 at 4% or $144,203 at 6%; with 50% employer match about $144,203 at 4% or $96,135 at 6%; with 100% employer match about $108,152 at 4% or $72,102 at 6%.
2014115$866,880$141,139$9,409iApproximate average salary by contribution assumption: employee only about $235,232 at 4% or $156,821 at 6%; with 50% employer match about $156,821 at 4% or $104,547 at 6%; with 100% employer match about $117,616 at 4% or $78,411 at 6%.
Wheelock & Bursick Dentistry 401(K) Plan-15$866,880$141,139$9,409iApproximate average salary by contribution assumption: employee only about $235,232 at 4% or $156,821 at 6%; with 50% employer match about $156,821 at 4% or $104,547 at 6%; with 100% employer match about $117,616 at 4% or $78,411 at 6%.
2013114$1,614,434$137,433$9,817iApproximate average salary by contribution assumption: employee only about $245,416 at 4% or $163,611 at 6%; with 50% employer match about $163,611 at 4% or $109,074 at 6%; with 100% employer match about $122,708 at 4% or $81,805 at 6%.
Wheelock & Bursick Dentistry 401(K) Plan-14$1,614,434$137,433$9,817iApproximate average salary by contribution assumption: employee only about $245,416 at 4% or $163,611 at 6%; with 50% employer match about $163,611 at 4% or $109,074 at 6%; with 100% employer match about $122,708 at 4% or $81,805 at 6%.
2012118$1,340,383$134,568$7,476iApproximate average salary by contribution assumption: employee only about $186,900 at 4% or $124,600 at 6%; with 50% employer match about $124,600 at 4% or $83,067 at 6%; with 100% employer match about $93,450 at 4% or $62,300 at 6%.
Wheelock & Bursick Dentistry 401(K) Plan-18$1,340,383$134,568$7,476iApproximate average salary by contribution assumption: employee only about $186,900 at 4% or $124,600 at 6%; with 50% employer match about $124,600 at 4% or $83,067 at 6%; with 100% employer match about $93,450 at 4% or $62,300 at 6%.
2011118$1,057,595$132,369$7,354iApproximate average salary by contribution assumption: employee only about $183,846 at 4% or $122,564 at 6%; with 50% employer match about $122,564 at 4% or $81,709 at 6%; with 100% employer match about $91,923 at 4% or $61,282 at 6%.
Wheelock & Bursick Dentistry 401(K) Plan-18$1,057,595$132,369$7,354iApproximate average salary by contribution assumption: employee only about $183,846 at 4% or $122,564 at 6%; with 50% employer match about $122,564 at 4% or $81,709 at 6%; with 100% employer match about $91,923 at 4% or $61,282 at 6%.
2010118$990,656$132,157$7,342iApproximate average salary by contribution assumption: employee only about $183,551 at 4% or $122,368 at 6%; with 50% employer match about $122,368 at 4% or $81,578 at 6%; with 100% employer match about $91,776 at 4% or $61,184 at 6%.
Wheelock & Bursick Dentistry 401(K) Plan-18$990,656$132,157$7,342iApproximate average salary by contribution assumption: employee only about $183,551 at 4% or $122,368 at 6%; with 50% employer match about $122,368 at 4% or $81,578 at 6%; with 100% employer match about $91,776 at 4% or $61,184 at 6%.
2009117$747,732$105,305$6,194iApproximate average salary by contribution assumption: employee only about $154,860 at 4% or $103,240 at 6%; with 50% employer match about $103,240 at 4% or $68,827 at 6%; with 100% employer match about $77,430 at 4% or $51,620 at 6%.
Wheelock & Bursick Dentistry 401(K) Plan-17$747,732$105,305$6,194iApproximate average salary by contribution assumption: employee only about $154,860 at 4% or $103,240 at 6%; with 50% employer match about $103,240 at 4% or $68,827 at 6%; with 100% employer match about $77,430 at 4% or $51,620 at 6%.
2008117$472,214$105,261$6,192iApproximate average salary by contribution assumption: employee only about $154,796 at 4% or $103,197 at 6%; with 50% employer match about $103,197 at 4% or $68,798 at 6%; with 100% employer match about $77,398 at 4% or $51,599 at 6%.
Wheelock & Bursick Dentistry 401(K) Plan-17$472,214$105,261$6,192iApproximate average salary by contribution assumption: employee only about $154,796 at 4% or $103,197 at 6%; with 50% employer match about $103,197 at 4% or $68,798 at 6%; with 100% employer match about $77,398 at 4% or $51,599 at 6%.
2007113$0$0-
Wheelock & Bursick Dentistry 401(K) Plan-13---
2006116$575,480$109,493$6,843iApproximate average salary by contribution assumption: employee only about $171,083 at 4% or $114,055 at 6%; with 50% employer match about $114,055 at 4% or $76,037 at 6%; with 100% employer match about $85,541 at 4% or $57,028 at 6%.
Wheelock & Bursick Dentistry 401(K) Plan-16$575,480$109,493$6,843iApproximate average salary by contribution assumption: employee only about $171,083 at 4% or $114,055 at 6%; with 50% employer match about $114,055 at 4% or $76,037 at 6%; with 100% employer match about $85,541 at 4% or $57,028 at 6%.
2005116$415,242$97,140$6,071iApproximate average salary by contribution assumption: employee only about $151,781 at 4% or $101,188 at 6%; with 50% employer match about $101,188 at 4% or $67,458 at 6%; with 100% employer match about $75,891 at 4% or $50,594 at 6%.
Wheelock & Bursick Dentistry 401(K) Plan-16$415,242$97,140$6,071iApproximate average salary by contribution assumption: employee only about $151,781 at 4% or $101,188 at 6%; with 50% employer match about $101,188 at 4% or $67,458 at 6%; with 100% employer match about $75,891 at 4% or $50,594 at 6%.
2004114$289,463$84,220$6,016iApproximate average salary by contribution assumption: employee only about $150,393 at 4% or $100,262 at 6%; with 50% employer match about $100,262 at 4% or $66,841 at 6%; with 100% employer match about $75,196 at 4% or $50,131 at 6%.
Wheelock & Bursick Dentistry 401(K) Plan-14$289,463$84,220$6,016iApproximate average salary by contribution assumption: employee only about $150,393 at 4% or $100,262 at 6%; with 50% employer match about $100,262 at 4% or $66,841 at 6%; with 100% employer match about $75,196 at 4% or $50,131 at 6%.
2003112$180,110$90,602$7,550iApproximate average salary by contribution assumption: employee only about $188,754 at 4% or $125,836 at 6%; with 50% employer match about $125,836 at 4% or $83,891 at 6%; with 100% employer match about $94,377 at 4% or $62,918 at 6%.
Wheelock & Bursick Dentistry 401(K) Plan-12$180,110$90,602$7,550iApproximate average salary by contribution assumption: employee only about $188,754 at 4% or $125,836 at 6%; with 50% employer match about $125,836 at 4% or $83,891 at 6%; with 100% employer match about $94,377 at 4% or $62,918 at 6%.
2002112$0$0-
Wheelock & Bursick Dentistry 401(K) Plan-12---