Civic Intelligence

Wheelhouse Direct LLC

Plan context: Wheelhouse Direct LLC 401(K) Profit Sharing Plan & Trust

EIN 47-1213719 • Ft. Myers, FL • 9 filings • 3 plans

17595 S. Tamiami Trail, Suite 125Ft. Myers, FL 33908
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$556,134

2025 Contributions

$29,150

Historical Graphs

Total Assets Over Time

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

$629,053$314,527$0201720212025YearValue
$556,134Latest year 2025

Participants Over Time

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

320201720212025YearValue
3Latest 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
202513$556,134$29,150$9,717iApproximate average salary by contribution assumption: employee only about $242,917 at 4% or $161,944 at 6%; with 50% employer match about $161,944 at 4% or $107,963 at 6%; with 100% employer match about $121,458 at 4% or $80,972 at 6%.
Wheelhouse Direct LLC 401(K) Profit Sharing Plan & Trust-3$556,134$29,150$9,717iApproximate average salary by contribution assumption: employee only about $242,917 at 4% or $161,944 at 6%; with 50% employer match about $161,944 at 4% or $107,963 at 6%; with 100% employer match about $121,458 at 4% or $80,972 at 6%.
202413$475,138$28,540$9,513iApproximate average salary by contribution assumption: employee only about $237,833 at 4% or $158,556 at 6%; with 50% employer match about $158,556 at 4% or $105,704 at 6%; with 100% employer match about $118,917 at 4% or $79,278 at 6%.
Wheelhouse Direct LLC 401(K) Profit Sharing Plan & Trust-3$475,138$28,540$9,513iApproximate average salary by contribution assumption: employee only about $237,833 at 4% or $158,556 at 6%; with 50% employer match about $158,556 at 4% or $105,704 at 6%; with 100% employer match about $118,917 at 4% or $79,278 at 6%.
202313$418,598$27,950$9,317iApproximate average salary by contribution assumption: employee only about $232,917 at 4% or $155,278 at 6%; with 50% employer match about $155,278 at 4% or $103,519 at 6%; with 100% employer match about $116,458 at 4% or $77,639 at 6%.
Wheelhouse Direct LLC 401(K) Profit Sharing Plan & Trust-3$418,598$27,950$9,317iApproximate average salary by contribution assumption: employee only about $232,917 at 4% or $155,278 at 6%; with 50% employer match about $155,278 at 4% or $103,519 at 6%; with 100% employer match about $116,458 at 4% or $77,639 at 6%.
202213$601,647$50,734$16,911iApproximate average salary by contribution assumption: employee only about $422,783 at 4% or $281,856 at 6%; with 50% employer match about $281,856 at 4% or $187,904 at 6%; with 100% employer match about $211,392 at 4% or $140,928 at 6%.
Wheelhouse Direct LLC 401(K) Profit Sharing Plan & Trust-3$601,647$50,734$16,911iApproximate average salary by contribution assumption: employee only about $422,783 at 4% or $281,856 at 6%; with 50% employer match about $281,856 at 4% or $187,904 at 6%; with 100% employer match about $211,392 at 4% or $140,928 at 6%.
202113$629,053$49,066$16,355iApproximate average salary by contribution assumption: employee only about $408,883 at 4% or $272,589 at 6%; with 50% employer match about $272,589 at 4% or $181,726 at 6%; with 100% employer match about $204,442 at 4% or $136,294 at 6%.
Wheelhouse Direct LLC 401(K) Profit Sharing Plan & Trust-3$629,053$49,066$16,355iApproximate average salary by contribution assumption: employee only about $408,883 at 4% or $272,589 at 6%; with 50% employer match about $272,589 at 4% or $181,726 at 6%; with 100% employer match about $204,442 at 4% or $136,294 at 6%.
202013$516,787$50,966$16,989iApproximate average salary by contribution assumption: employee only about $424,717 at 4% or $283,144 at 6%; with 50% employer match about $283,144 at 4% or $188,763 at 6%; with 100% employer match about $212,358 at 4% or $141,572 at 6%.
Wheelhouse Direct LLC 401(K) Profit Sharing Plan & Trust-3$516,787$50,966$16,989iApproximate average salary by contribution assumption: employee only about $424,717 at 4% or $283,144 at 6%; with 50% employer match about $283,144 at 4% or $188,763 at 6%; with 100% employer match about $212,358 at 4% or $141,572 at 6%.
201913$403,542$52,610$17,537iApproximate average salary by contribution assumption: employee only about $438,417 at 4% or $292,278 at 6%; with 50% employer match about $292,278 at 4% or $194,852 at 6%; with 100% employer match about $219,208 at 4% or $146,139 at 6%.
Wheelhouse Direct LLC 401(K) Profit Sharing Plan & Trust-3$403,542$52,610$17,537iApproximate average salary by contribution assumption: employee only about $438,417 at 4% or $292,278 at 6%; with 50% employer match about $292,278 at 4% or $194,852 at 6%; with 100% employer match about $219,208 at 4% or $146,139 at 6%.
201813$297,551$51,791$17,264iApproximate average salary by contribution assumption: employee only about $431,592 at 4% or $287,728 at 6%; with 50% employer match about $287,728 at 4% or $191,819 at 6%; with 100% employer match about $215,796 at 4% or $143,864 at 6%.
Wheelhouse Direct LLC 401(K) Profit Sharing Plan & Trust-3$297,551$51,791$17,264iApproximate average salary by contribution assumption: employee only about $431,592 at 4% or $287,728 at 6%; with 50% employer match about $287,728 at 4% or $191,819 at 6%; with 100% employer match about $215,796 at 4% or $143,864 at 6%.
201713$251,729$34,266$11,422iApproximate average salary by contribution assumption: employee only about $285,550 at 4% or $190,367 at 6%; with 50% employer match about $190,367 at 4% or $126,911 at 6%; with 100% employer match about $142,775 at 4% or $95,183 at 6%.
Wheelhouse Direct LLC 401(K) Profit Sharing Plan & Trust-3$251,729$34,266$11,422iApproximate average salary by contribution assumption: employee only about $285,550 at 4% or $190,367 at 6%; with 50% employer match about $190,367 at 4% or $126,911 at 6%; with 100% employer match about $142,775 at 4% or $95,183 at 6%.