Civic Intelligence

Wheeler Mccartney PC.

Plan context: Wheeler Mccartney PC. Retirement Trust

EIN 45-0404921 • Fargo, ND • 20 filings • 4 plans

35 4th Street N.Suite 102Fargo, ND 58102
Current Snapshot

Latest Year

2025

2025 Participants

11

2025 Assets

$1,557,576

2025 Contributions

$110,361

Historical Graphs

Total Assets Over Time

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

$1,557,576$778,788$0199920182025YearValue
$1,557,576Latest year 2025

Participants Over Time

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

1260199920182025YearValue
11Latest year 2025

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
2025111$1,557,576$110,361$10,033iApproximate average salary by contribution assumption: employee only about $250,820 at 4% or $167,214 at 6%; with 50% employer match about $167,214 at 4% or $111,476 at 6%; with 100% employer match about $125,410 at 4% or $83,607 at 6%.
Wheeler Mccartney PC. Retirement Trust-11$1,557,576$110,361$10,033iApproximate average salary by contribution assumption: employee only about $250,820 at 4% or $167,214 at 6%; with 50% employer match about $167,214 at 4% or $111,476 at 6%; with 100% employer match about $125,410 at 4% or $83,607 at 6%.
2024110$1,224,167$106,556$10,656iApproximate average salary by contribution assumption: employee only about $266,390 at 4% or $177,593 at 6%; with 50% employer match about $177,593 at 4% or $118,396 at 6%; with 100% employer match about $133,195 at 4% or $88,797 at 6%.
Wheeler Mccartney PC. Retirement Trust-10$1,224,167$106,556$10,656iApproximate average salary by contribution assumption: employee only about $266,390 at 4% or $177,593 at 6%; with 50% employer match about $177,593 at 4% or $118,396 at 6%; with 100% employer match about $133,195 at 4% or $88,797 at 6%.
2023111$1,002,632$100,233$9,112iApproximate average salary by contribution assumption: employee only about $227,802 at 4% or $151,868 at 6%; with 50% employer match about $151,868 at 4% or $101,245 at 6%; with 100% employer match about $113,901 at 4% or $75,934 at 6%.
Wheeler Mccartney PC. Retirement Trust-11$1,002,632$100,233$9,112iApproximate average salary by contribution assumption: employee only about $227,802 at 4% or $151,868 at 6%; with 50% employer match about $151,868 at 4% or $101,245 at 6%; with 100% employer match about $113,901 at 4% or $75,934 at 6%.
2022111$749,191$100,028$9,093iApproximate average salary by contribution assumption: employee only about $227,336 at 4% or $151,558 at 6%; with 50% employer match about $151,558 at 4% or $101,038 at 6%; with 100% employer match about $113,668 at 4% or $75,779 at 6%.
Wheeler Mccartney PC. Retirement Trust-11$749,191$100,028$9,093iApproximate average salary by contribution assumption: employee only about $227,336 at 4% or $151,558 at 6%; with 50% employer match about $151,558 at 4% or $101,038 at 6%; with 100% employer match about $113,668 at 4% or $75,779 at 6%.
2021112$787,271$147,619$12,302iApproximate average salary by contribution assumption: employee only about $307,540 at 4% or $205,026 at 6%; with 50% employer match about $205,026 at 4% or $136,684 at 6%; with 100% employer match about $153,770 at 4% or $102,513 at 6%.
Wheeler Mccartney PC. Retirement Trust-12$787,271$147,619$12,302iApproximate average salary by contribution assumption: employee only about $307,540 at 4% or $205,026 at 6%; with 50% employer match about $205,026 at 4% or $136,684 at 6%; with 100% employer match about $153,770 at 4% or $102,513 at 6%.
202019$556,339$116,146$12,905iApproximate average salary by contribution assumption: employee only about $322,628 at 4% or $215,085 at 6%; with 50% employer match about $215,085 at 4% or $143,390 at 6%; with 100% employer match about $161,314 at 4% or $107,543 at 6%.
Wheeler Mccartney PC. Retirement Trust-9$556,339$116,146$12,905iApproximate average salary by contribution assumption: employee only about $322,628 at 4% or $215,085 at 6%; with 50% employer match about $215,085 at 4% or $143,390 at 6%; with 100% employer match about $161,314 at 4% or $107,543 at 6%.
201918$370,011$78,840$9,855iApproximate average salary by contribution assumption: employee only about $246,375 at 4% or $164,250 at 6%; with 50% employer match about $164,250 at 4% or $109,500 at 6%; with 100% employer match about $123,188 at 4% or $82,125 at 6%.
Wheeler Mccartney PC. Retirement Trust-8$370,011$78,840$9,855iApproximate average salary by contribution assumption: employee only about $246,375 at 4% or $164,250 at 6%; with 50% employer match about $164,250 at 4% or $109,500 at 6%; with 100% employer match about $123,188 at 4% or $82,125 at 6%.
201817$233,772$90,424$12,918iApproximate average salary by contribution assumption: employee only about $322,943 at 4% or $215,295 at 6%; with 50% employer match about $215,295 at 4% or $143,530 at 6%; with 100% employer match about $161,471 at 4% or $107,648 at 6%.
Wheeler Mccartney PC. Retirement Trust-7$233,772$90,424$12,918iApproximate average salary by contribution assumption: employee only about $322,943 at 4% or $215,295 at 6%; with 50% employer match about $215,295 at 4% or $143,530 at 6%; with 100% employer match about $161,471 at 4% or $107,648 at 6%.
201717$161,905$68,646$9,807iApproximate average salary by contribution assumption: employee only about $245,164 at 4% or $163,443 at 6%; with 50% employer match about $163,443 at 4% or $108,962 at 6%; with 100% employer match about $122,582 at 4% or $81,721 at 6%.
Wheeler Mccartney PC. Retirement Trust-7$161,905$68,646$9,807iApproximate average salary by contribution assumption: employee only about $245,164 at 4% or $163,443 at 6%; with 50% employer match about $163,443 at 4% or $108,962 at 6%; with 100% employer match about $122,582 at 4% or $81,721 at 6%.
201615$73,079$56,422$11,284iApproximate average salary by contribution assumption: employee only about $282,110 at 4% or $188,073 at 6%; with 50% employer match about $188,073 at 4% or $125,382 at 6%; with 100% employer match about $141,055 at 4% or $94,037 at 6%.
Wheeler Mccartney PC. Retirement Trust-5$73,079$56,422$11,284iApproximate average salary by contribution assumption: employee only about $282,110 at 4% or $188,073 at 6%; with 50% employer match about $188,073 at 4% or $125,382 at 6%; with 100% employer match about $141,055 at 4% or $94,037 at 6%.
201513$12,877$13,030$4,343iApproximate average salary by contribution assumption: employee only about $108,583 at 4% or $72,389 at 6%; with 50% employer match about $72,389 at 4% or $48,259 at 6%; with 100% employer match about $54,292 at 4% or $36,194 at 6%.
Wheeler Mccartney PC. Retirement Trust-3$12,877$13,030$4,343iApproximate average salary by contribution assumption: employee only about $108,583 at 4% or $72,389 at 6%; with 50% employer match about $72,389 at 4% or $48,259 at 6%; with 100% employer match about $54,292 at 4% or $36,194 at 6%.
200410$0$0-
Wheeler Mccartney PC. Retirement Trust-0---
200311$535,248$0-
Wheeler Mccartney PC. Retirement Trust-1$535,248--
200211$415,953$35,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
Wheeler Mccartney PC. Retirement Trust-1$415,953$35,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
200121$0$0-
Korsmo & Wheeler PC. Pension Plan-0---
Wheeler Mccartney PC. Retirement Trust-1---
200021$568,077$30,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Wheeler Mccartney PC. Retirement Trust-1$494,225$21,500$21,500iApproximate average salary by contribution assumption: employee only about $537,500 at 4% or $358,333 at 6%; with 50% employer match about $358,333 at 4% or $238,889 at 6%; with 100% employer match about $268,750 at 4% or $179,167 at 6%.
Korsmo & Wheeler PC. Pension Plan-1$73,852$8,500$8,500iApproximate average salary by contribution assumption: employee only about $212,500 at 4% or $141,667 at 6%; with 50% employer match about $141,667 at 4% or $94,444 at 6%; with 100% employer match about $106,250 at 4% or $70,833 at 6%.
199921$569,910$30,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Wheeler Mccartney PC. Retirement Trust-1$503,439$22,000$22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%.
Korsmo & Wheeler PC. Pension Plan-1$66,471$8,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.