WHEELER INVESTMENTS LLC
Plan context: WHEELER INVESTMENTS LLC 401(K) PROFIT SHARING PLAN & TRUST
EIN 52-2110291 • Columbus, OH • 10 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
1
2025 Assets
$28,314
2025 Contributions
$456
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 1 | $28,314 | $0 | - |
| WHEELER INVESTMENTS LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 1 | $28,314 | $0 | - |
| 2024 | 1 | 1 | $23,555 | $0 | - |
| WHEELER INVESTMENTS LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 1 | $23,555 | $0 | - |
| 2023 | 1 | 1 | $21,052 | $456 | $456iApproximate average salary by contribution assumption: employee only about $11,400 at 4% or $7,600 at 6%; with 50% employer match about $7,600 at 4% or $5,067 at 6%; with 100% employer match about $5,700 at 4% or $3,800 at 6%. |
| WHEELER INVESTMENTS LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 1 | $21,052 | $456 | $456iApproximate average salary by contribution assumption: employee only about $11,400 at 4% or $7,600 at 6%; with 50% employer match about $7,600 at 4% or $5,067 at 6%; with 100% employer match about $5,700 at 4% or $3,800 at 6%. |
| 2022 | 2 | 1 | $17,307 | $18,037 | $18,037iApproximate average salary by contribution assumption: employee only about $450,925 at 4% or $300,617 at 6%; with 50% employer match about $300,617 at 4% or $200,411 at 6%; with 100% employer match about $225,463 at 4% or $150,308 at 6%. |
| WHEELER INVESTMENTS LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 1 | $17,307 | $4,806 | $4,806iApproximate average salary by contribution assumption: employee only about $120,150 at 4% or $80,100 at 6%; with 50% employer match about $80,100 at 4% or $53,400 at 6%; with 100% employer match about $60,075 at 4% or $40,050 at 6%. |
| COLUMBUS REALTY SOURCE SOCA BENEFIT PLAN | - | 0 | $0 | $13,231 | - |
| 2021 | 2 | 2 | $18,029 | $21,127 | $10,564iApproximate average salary by contribution assumption: employee only about $264,088 at 4% or $176,058 at 6%; with 50% employer match about $176,058 at 4% or $117,372 at 6%; with 100% employer match about $132,044 at 4% or $88,029 at 6%. |
| WHEELER INVESTMENTS LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 1 | $15,848 | $4,764 | $4,764iApproximate average salary by contribution assumption: employee only about $119,100 at 4% or $79,400 at 6%; with 50% employer match about $79,400 at 4% or $52,933 at 6%; with 100% employer match about $59,550 at 4% or $39,700 at 6%. |
| COLUMBUS REALTY SOURCE SOCA BENEFIT PLAN | - | 2 | $2,181 | $16,363 | $8,182iApproximate average salary by contribution assumption: employee only about $204,538 at 4% or $136,358 at 6%; with 50% employer match about $136,358 at 4% or $90,906 at 6%; with 100% employer match about $102,269 at 4% or $68,179 at 6%. |
| 2020 | 2 | 2 | $11,078 | $23,272 | $11,636iApproximate average salary by contribution assumption: employee only about $290,900 at 4% or $193,933 at 6%; with 50% employer match about $193,933 at 4% or $129,289 at 6%; with 100% employer match about $145,450 at 4% or $96,967 at 6%. |
| WHEELER INVESTMENTS LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 1 | $9,568 | $7,887 | $7,887iApproximate average salary by contribution assumption: employee only about $197,175 at 4% or $131,450 at 6%; with 50% employer match about $131,450 at 4% or $87,633 at 6%; with 100% employer match about $98,588 at 4% or $65,725 at 6%. |
| COLUMBUS REALTY SOURCE SOCA BENEFIT PLAN | - | 2 | $1,510 | $15,385 | $7,693iApproximate average salary by contribution assumption: employee only about $192,313 at 4% or $128,208 at 6%; with 50% employer match about $128,208 at 4% or $85,472 at 6%; with 100% employer match about $96,156 at 4% or $64,104 at 6%. |
| 2019 | 1 | 2 | $615 | $4,641 | $2,321iApproximate average salary by contribution assumption: employee only about $58,013 at 4% or $38,675 at 6%; with 50% employer match about $38,675 at 4% or $25,783 at 6%; with 100% employer match about $29,006 at 4% or $19,338 at 6%. |
| COLUMBUS REALTY SOURCE SOCA BENEFIT PLAN | - | 2 | $615 | $4,641 | $2,321iApproximate average salary by contribution assumption: employee only about $58,013 at 4% or $38,675 at 6%; with 50% employer match about $38,675 at 4% or $25,783 at 6%; with 100% employer match about $29,006 at 4% or $19,338 at 6%. |