Civic Intelligence

Wheaton Wealth Management LLC

Plan context: Wheaton Wealth Management LLC 401(K) Plan

EIN 45-2598298 • Wheaton, IL • 10 filings • 2 plans

1776A S Naperville RdWheaton, IL 60189-5833
Current Snapshot

Latest Year

2022

2022 Participants

2

2022 Assets

$820,866

2022 Contributions

$70,853

Historical Graphs

Total Assets Over Time

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

$820,866$410,433$0201320172021YearValue
$820,866Latest year 2021

Participants Over Time

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

210201320172021YearValue
2Latest year 2021

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
202210$0$0-
Wheaton Wealth Management LLC 401(K) Plan-0$0$0-
202112$820,866$70,853$35,427iApproximate average salary by contribution assumption: employee only about $885,663 at 4% or $590,442 at 6%; with 50% employer match about $590,442 at 4% or $393,628 at 6%; with 100% employer match about $442,831 at 4% or $295,221 at 6%.
Wheaton Wealth Management LLC 401(K) Plan-2$820,866$70,853$35,427iApproximate average salary by contribution assumption: employee only about $885,663 at 4% or $590,442 at 6%; with 50% employer match about $590,442 at 4% or $393,628 at 6%; with 100% employer match about $442,831 at 4% or $295,221 at 6%.
202012$642,678$37,184$18,592iApproximate average salary by contribution assumption: employee only about $464,800 at 4% or $309,867 at 6%; with 50% employer match about $309,867 at 4% or $206,578 at 6%; with 100% employer match about $232,400 at 4% or $154,933 at 6%.
Wheaton Wealth Management LLC 401(K) Plan-2$642,678$37,184$18,592iApproximate average salary by contribution assumption: employee only about $464,800 at 4% or $309,867 at 6%; with 50% employer match about $309,867 at 4% or $206,578 at 6%; with 100% employer match about $232,400 at 4% or $154,933 at 6%.
201912$508,749$49,059$24,530iApproximate average salary by contribution assumption: employee only about $613,238 at 4% or $408,825 at 6%; with 50% employer match about $408,825 at 4% or $272,550 at 6%; with 100% employer match about $306,619 at 4% or $204,413 at 6%.
Wheaton Wealth Management LLC 401(K) Plan-2$508,749$49,059$24,530iApproximate average salary by contribution assumption: employee only about $613,238 at 4% or $408,825 at 6%; with 50% employer match about $408,825 at 4% or $272,550 at 6%; with 100% employer match about $306,619 at 4% or $204,413 at 6%.
201812$368,974$83,836$41,918iApproximate average salary by contribution assumption: employee only about $1,047,950 at 4% or $698,633 at 6%; with 50% employer match about $698,633 at 4% or $465,756 at 6%; with 100% employer match about $523,975 at 4% or $349,317 at 6%.
Wheaton Wealth Management LLC 401(K) Plan-2$368,974$83,836$41,918iApproximate average salary by contribution assumption: employee only about $1,047,950 at 4% or $698,633 at 6%; with 50% employer match about $698,633 at 4% or $465,756 at 6%; with 100% employer match about $523,975 at 4% or $349,317 at 6%.
201712$313,842$36,550$18,275iApproximate average salary by contribution assumption: employee only about $456,875 at 4% or $304,583 at 6%; with 50% employer match about $304,583 at 4% or $203,056 at 6%; with 100% employer match about $228,438 at 4% or $152,292 at 6%.
Wheaton Wealth Management LLC 401(K) Plan-2$313,842$36,550$18,275iApproximate average salary by contribution assumption: employee only about $456,875 at 4% or $304,583 at 6%; with 50% employer match about $304,583 at 4% or $203,056 at 6%; with 100% employer match about $228,438 at 4% or $152,292 at 6%.
201612$235,986$52,762$26,381iApproximate average salary by contribution assumption: employee only about $659,525 at 4% or $439,683 at 6%; with 50% employer match about $439,683 at 4% or $293,122 at 6%; with 100% employer match about $329,763 at 4% or $219,842 at 6%.
Wheaton Wealth Management LLC 401(K) Plan-2$235,986$52,762$26,381iApproximate average salary by contribution assumption: employee only about $659,525 at 4% or $439,683 at 6%; with 50% employer match about $439,683 at 4% or $293,122 at 6%; with 100% employer match about $329,763 at 4% or $219,842 at 6%.
201512$161,664$50,881$25,441iApproximate average salary by contribution assumption: employee only about $636,013 at 4% or $424,008 at 6%; with 50% employer match about $424,008 at 4% or $282,672 at 6%; with 100% employer match about $318,006 at 4% or $212,004 at 6%.
Wheaton Wealth Management LLC 401(K) Plan-2$161,664$50,881$25,441iApproximate average salary by contribution assumption: employee only about $636,013 at 4% or $424,008 at 6%; with 50% employer match about $424,008 at 4% or $282,672 at 6%; with 100% employer match about $318,006 at 4% or $212,004 at 6%.
201412$112,630$59,268$29,634iApproximate average salary by contribution assumption: employee only about $740,850 at 4% or $493,900 at 6%; with 50% employer match about $493,900 at 4% or $329,267 at 6%; with 100% employer match about $370,425 at 4% or $246,950 at 6%.
Wheaton Wealth Management LLC 401(K) Plan-2$112,630$59,268$29,634iApproximate average salary by contribution assumption: employee only about $740,850 at 4% or $493,900 at 6%; with 50% employer match about $493,900 at 4% or $329,267 at 6%; with 100% employer match about $370,425 at 4% or $246,950 at 6%.
201312$50,684$49,025$24,513iApproximate average salary by contribution assumption: employee only about $612,813 at 4% or $408,542 at 6%; with 50% employer match about $408,542 at 4% or $272,361 at 6%; with 100% employer match about $306,406 at 4% or $204,271 at 6%.
Wheaton Wealth Management LLC 401(K) Plan-2$50,684$49,025$24,513iApproximate average salary by contribution assumption: employee only about $612,813 at 4% or $408,542 at 6%; with 50% employer match about $408,542 at 4% or $272,361 at 6%; with 100% employer match about $306,406 at 4% or $204,271 at 6%.