Civic Intelligence

James a Wheat & Sons Inc

Plan context: James a Wheat & Sons Inc 401(K) Profit Sharing Plan & Trust

EIN 52-1162139 • Gaithersburg, MD • 21 filings • 4 plans

7834 Beechcraft AveGaithersburg, MD 20879-1543
Current Snapshot

Latest Year

2025

2025 Participants

51

2025 Assets

$1,699,555

2025 Contributions

$340,157

Historical Graphs

Total Assets Over Time

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

$1,699,555$849,778$0199920162025YearValue
$1,699,555Latest year 2025

Participants Over Time

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

51260199920162025YearValue
51Latest 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
2025151$1,699,555$340,157$6,670iApproximate average salary by contribution assumption: employee only about $166,744 at 4% or $111,162 at 6%; with 50% employer match about $111,162 at 4% or $74,108 at 6%; with 100% employer match about $83,372 at 4% or $55,581 at 6%.
James a Wheat & Sons Inc 401(K) Profit Sharing Plan & Trust-51$1,699,555$340,157$6,670iApproximate average salary by contribution assumption: employee only about $166,744 at 4% or $111,162 at 6%; with 50% employer match about $111,162 at 4% or $74,108 at 6%; with 100% employer match about $83,372 at 4% or $55,581 at 6%.
2024147$1,182,501$568,433$12,094iApproximate average salary by contribution assumption: employee only about $302,358 at 4% or $201,572 at 6%; with 50% employer match about $201,572 at 4% or $134,381 at 6%; with 100% employer match about $151,179 at 4% or $100,786 at 6%.
James a Wheat & Sons Inc 401(K) Profit Sharing Plan & Trust-47$1,182,501$568,433$12,094iApproximate average salary by contribution assumption: employee only about $302,358 at 4% or $201,572 at 6%; with 50% employer match about $201,572 at 4% or $134,381 at 6%; with 100% employer match about $151,179 at 4% or $100,786 at 6%.
2023148$646,491$223,926$4,665iApproximate average salary by contribution assumption: employee only about $116,628 at 4% or $77,752 at 6%; with 50% employer match about $77,752 at 4% or $51,835 at 6%; with 100% employer match about $58,314 at 4% or $38,876 at 6%.
James a Wheat & Sons Inc 401(K) Profit Sharing Plan & Trust-48$646,491$223,926$4,665iApproximate average salary by contribution assumption: employee only about $116,628 at 4% or $77,752 at 6%; with 50% employer match about $77,752 at 4% or $51,835 at 6%; with 100% employer match about $58,314 at 4% or $38,876 at 6%.
2022131$378,208$139,813$4,510iApproximate average salary by contribution assumption: employee only about $112,752 at 4% or $75,168 at 6%; with 50% employer match about $75,168 at 4% or $50,112 at 6%; with 100% employer match about $56,376 at 4% or $37,584 at 6%.
James a Wheat & Sons Inc 401(K) Profit Sharing Plan & Trust-31$378,208$139,813$4,510iApproximate average salary by contribution assumption: employee only about $112,752 at 4% or $75,168 at 6%; with 50% employer match about $75,168 at 4% or $50,112 at 6%; with 100% employer match about $56,376 at 4% or $37,584 at 6%.
2021126$292,218$45,559$1,752iApproximate average salary by contribution assumption: employee only about $43,807 at 4% or $29,204 at 6%; with 50% employer match about $29,204 at 4% or $19,470 at 6%; with 100% employer match about $21,903 at 4% or $14,602 at 6%.
James a Wheat & Sons Inc 401(K) Profit Sharing Plan & Trust-26$292,218$45,559$1,752iApproximate average salary by contribution assumption: employee only about $43,807 at 4% or $29,204 at 6%; with 50% employer match about $29,204 at 4% or $19,470 at 6%; with 100% employer match about $21,903 at 4% or $14,602 at 6%.
2020123$226,894$35,285$1,534iApproximate average salary by contribution assumption: employee only about $38,353 at 4% or $25,569 at 6%; with 50% employer match about $25,569 at 4% or $17,046 at 6%; with 100% employer match about $19,177 at 4% or $12,784 at 6%.
James a Wheat & Sons Inc 401(K) Profit Sharing Plan & Trust-23$226,894$35,285$1,534iApproximate average salary by contribution assumption: employee only about $38,353 at 4% or $25,569 at 6%; with 50% employer match about $25,569 at 4% or $17,046 at 6%; with 100% employer match about $19,177 at 4% or $12,784 at 6%.
2019120$172,951$39,144$1,957iApproximate average salary by contribution assumption: employee only about $48,930 at 4% or $32,620 at 6%; with 50% employer match about $32,620 at 4% or $21,747 at 6%; with 100% employer match about $24,465 at 4% or $16,310 at 6%.
James a Wheat & Sons Inc 401(K) Profit Sharing Plan & Trust-20$172,951$39,144$1,957iApproximate average salary by contribution assumption: employee only about $48,930 at 4% or $32,620 at 6%; with 50% employer match about $32,620 at 4% or $21,747 at 6%; with 100% employer match about $24,465 at 4% or $16,310 at 6%.
2018123$132,431$40,867$1,777iApproximate average salary by contribution assumption: employee only about $44,421 at 4% or $29,614 at 6%; with 50% employer match about $29,614 at 4% or $19,743 at 6%; with 100% employer match about $22,210 at 4% or $14,807 at 6%.
James a Wheat & Sons Inc 401(K) Profit Sharing Plan & Trust-23$132,431$40,867$1,777iApproximate average salary by contribution assumption: employee only about $44,421 at 4% or $29,614 at 6%; with 50% employer match about $29,614 at 4% or $19,743 at 6%; with 100% employer match about $22,210 at 4% or $14,807 at 6%.
2017118$114,489$45,557$2,531iApproximate average salary by contribution assumption: employee only about $63,274 at 4% or $42,182 at 6%; with 50% employer match about $42,182 at 4% or $28,122 at 6%; with 100% employer match about $31,637 at 4% or $21,091 at 6%.
James a Wheat & Sons Inc 401(K) Profit Sharing Plan & Trust-18$114,489$45,557$2,531iApproximate average salary by contribution assumption: employee only about $63,274 at 4% or $42,182 at 6%; with 50% employer match about $42,182 at 4% or $28,122 at 6%; with 100% employer match about $31,637 at 4% or $21,091 at 6%.
2016121$61,302$59,148$2,817iApproximate average salary by contribution assumption: employee only about $70,414 at 4% or $46,943 at 6%; with 50% employer match about $46,943 at 4% or $31,295 at 6%; with 100% employer match about $35,207 at 4% or $23,471 at 6%.
James a Wheat & Sons Inc 401(K) Profit Sharing Plan & Trust-21$61,302$59,148$2,817iApproximate average salary by contribution assumption: employee only about $70,414 at 4% or $46,943 at 6%; with 50% employer match about $46,943 at 4% or $31,295 at 6%; with 100% employer match about $35,207 at 4% or $23,471 at 6%.
200910$0$11,212-
James a Wheat & Sons Inc 401K Profit Sharing Plan & Trust-0$0$11,212-
2008129$145,181$23,213$800iApproximate average salary by contribution assumption: employee only about $20,011 at 4% or $13,341 at 6%; with 50% employer match about $13,341 at 4% or $8,894 at 6%; with 100% employer match about $10,006 at 4% or $6,670 at 6%.
James a Wheat & Sons Inc 401K Profit Sharing Plan & Trust-29$145,181$23,213$800iApproximate average salary by contribution assumption: employee only about $20,011 at 4% or $13,341 at 6%; with 50% employer match about $13,341 at 4% or $8,894 at 6%; with 100% employer match about $10,006 at 4% or $6,670 at 6%.
2007125$215,420$25,131$1,005iApproximate average salary by contribution assumption: employee only about $25,131 at 4% or $16,754 at 6%; with 50% employer match about $16,754 at 4% or $11,169 at 6%; with 100% employer match about $12,566 at 4% or $8,377 at 6%.
James a Wheat & Sons Inc 401K Profit Sharing Plan & Trust-25$215,420$25,131$1,005iApproximate average salary by contribution assumption: employee only about $25,131 at 4% or $16,754 at 6%; with 50% employer match about $16,754 at 4% or $11,169 at 6%; with 100% employer match about $12,566 at 4% or $8,377 at 6%.
2006124$186,664$16,706$696iApproximate average salary by contribution assumption: employee only about $17,402 at 4% or $11,601 at 6%; with 50% employer match about $11,601 at 4% or $7,734 at 6%; with 100% employer match about $8,701 at 4% or $5,801 at 6%.
James a Wheat & Sons Inc 401K Profit Sharing Plan & Trust-24$186,664$16,706$696iApproximate average salary by contribution assumption: employee only about $17,402 at 4% or $11,601 at 6%; with 50% employer match about $11,601 at 4% or $7,734 at 6%; with 100% employer match about $8,701 at 4% or $5,801 at 6%.
2005121$157,545$20,088$957iApproximate average salary by contribution assumption: employee only about $23,914 at 4% or $15,943 at 6%; with 50% employer match about $15,943 at 4% or $10,629 at 6%; with 100% employer match about $11,957 at 4% or $7,971 at 6%.
James a Wheat & Sons Inc 401K Profit Sharing Plan & Trust-21$157,545$20,088$957iApproximate average salary by contribution assumption: employee only about $23,914 at 4% or $15,943 at 6%; with 50% employer match about $15,943 at 4% or $10,629 at 6%; with 100% employer match about $11,957 at 4% or $7,971 at 6%.
2004120$135,274$16,913$846iApproximate average salary by contribution assumption: employee only about $21,141 at 4% or $14,094 at 6%; with 50% employer match about $14,094 at 4% or $9,396 at 6%; with 100% employer match about $10,571 at 4% or $7,047 at 6%.
James a Wheat & Sons Inc 401K Profit Sharing Plan & Trust-20$135,274$16,913$846iApproximate average salary by contribution assumption: employee only about $21,141 at 4% or $14,094 at 6%; with 50% employer match about $14,094 at 4% or $9,396 at 6%; with 100% employer match about $10,571 at 4% or $7,047 at 6%.
2003122$154,726$39,881$1,813iApproximate average salary by contribution assumption: employee only about $45,319 at 4% or $30,213 at 6%; with 50% employer match about $30,213 at 4% or $20,142 at 6%; with 100% employer match about $22,660 at 4% or $15,106 at 6%.
James a Wheat & Sons Inc 401K Profit Sharing Plan & Trust-22$154,726$39,881$1,813iApproximate average salary by contribution assumption: employee only about $45,319 at 4% or $30,213 at 6%; with 50% employer match about $30,213 at 4% or $20,142 at 6%; with 100% employer match about $22,660 at 4% or $15,106 at 6%.
2002117$103,272$23,256$1,368iApproximate average salary by contribution assumption: employee only about $34,200 at 4% or $22,800 at 6%; with 50% employer match about $22,800 at 4% or $15,200 at 6%; with 100% employer match about $17,100 at 4% or $11,400 at 6%.
James a Wheat & Sons Inc 401K Profit Sharing Plan & Trust-17$103,272$23,256$1,368iApproximate average salary by contribution assumption: employee only about $34,200 at 4% or $22,800 at 6%; with 50% employer match about $22,800 at 4% or $15,200 at 6%; with 100% employer match about $17,100 at 4% or $11,400 at 6%.
2001113$99,838$41,803$3,216iApproximate average salary by contribution assumption: employee only about $80,390 at 4% or $53,594 at 6%; with 50% employer match about $53,594 at 4% or $35,729 at 6%; with 100% employer match about $40,195 at 4% or $26,797 at 6%.
James a Wheat & Sons Inc 401K Profit Sharing Plan & Trust-13$99,838$41,803$3,216iApproximate average salary by contribution assumption: employee only about $80,390 at 4% or $53,594 at 6%; with 50% employer match about $53,594 at 4% or $35,729 at 6%; with 100% employer match about $40,195 at 4% or $26,797 at 6%.
2000114$96,929$29,759$2,126iApproximate average salary by contribution assumption: employee only about $53,141 at 4% or $35,427 at 6%; with 50% employer match about $35,427 at 4% or $23,618 at 6%; with 100% employer match about $26,571 at 4% or $17,714 at 6%.
James a Wheat & Sons Inc 401K Profit Sharing Plan & Trust-14$96,929$29,759$2,126iApproximate average salary by contribution assumption: employee only about $53,141 at 4% or $35,427 at 6%; with 50% employer match about $35,427 at 4% or $23,618 at 6%; with 100% employer match about $26,571 at 4% or $17,714 at 6%.
1999112$71,923$38,464$3,205iApproximate average salary by contribution assumption: employee only about $80,133 at 4% or $53,422 at 6%; with 50% employer match about $53,422 at 4% or $35,615 at 6%; with 100% employer match about $40,067 at 4% or $26,711 at 6%.
James a Wheat & Sons Inc 401K Profit Sharing Plan & Trust-12$71,923$38,464$3,205iApproximate average salary by contribution assumption: employee only about $80,133 at 4% or $53,422 at 6%; with 50% employer match about $53,422 at 4% or $35,615 at 6%; with 100% employer match about $40,067 at 4% or $26,711 at 6%.