Franklin M. Wheelock, Dds, Ms, MD Ltd
Plan context: Franklin M. Wheelock, Dds, Ms, MD Ltd 401K Plan
EIN 54-1144524 • Roanoke, VA • 38 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
16
2024 Assets
$1,749,647
2024 Contributions
$231,026
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 16 | $1,749,647 | $231,026 | $14,439iApproximate average salary by contribution assumption: employee only about $360,978 at 4% or $240,652 at 6%; with 50% employer match about $240,652 at 4% or $160,435 at 6%; with 100% employer match about $180,489 at 4% or $120,326 at 6%. |
| Franklin M. Wheelock, Dds, Ms, MD Ltd 401K Plan | - | 16 | $1,083,640 | $132,130 | $8,258iApproximate average salary by contribution assumption: employee only about $206,453 at 4% or $137,635 at 6%; with 50% employer match about $137,635 at 4% or $91,757 at 6%; with 100% employer match about $103,227 at 4% or $68,818 at 6%. |
| Franklin M. Wheelock, Dds, Ms, MD Ltd Defined Benefit Pension Plan | - | 13 | $666,007 | $98,896 | $7,607iApproximate average salary by contribution assumption: employee only about $190,185 at 4% or $126,790 at 6%; with 50% employer match about $126,790 at 4% or $84,526 at 6%; with 100% employer match about $95,092 at 4% or $63,395 at 6%. |
| 2023 | 2 | 17 | $1,506,377 | $239,206 | $14,071iApproximate average salary by contribution assumption: employee only about $351,774 at 4% or $234,516 at 6%; with 50% employer match about $234,516 at 4% or $156,344 at 6%; with 100% employer match about $175,887 at 4% or $117,258 at 6%. |
| Franklin M. Wheelock, Dds, Ms, MD Ltd 401K Plan | - | 17 | $980,934 | $151,414 | $8,907iApproximate average salary by contribution assumption: employee only about $222,668 at 4% or $148,445 at 6%; with 50% employer match about $148,445 at 4% or $98,963 at 6%; with 100% employer match about $111,334 at 4% or $74,223 at 6%. |
| Franklin M. Wheelock, Dds, Ms, MD Ltd Defined Benefit Pension Plan | - | 12 | $525,443 | $87,792 | $7,316iApproximate average salary by contribution assumption: employee only about $182,900 at 4% or $121,933 at 6%; with 50% employer match about $121,933 at 4% or $81,289 at 6%; with 100% employer match about $91,450 at 4% or $60,967 at 6%. |
| 2022 | 2 | 13 | $1,256,021 | $287,602 | $22,123iApproximate average salary by contribution assumption: employee only about $553,081 at 4% or $368,721 at 6%; with 50% employer match about $368,721 at 4% or $245,814 at 6%; with 100% employer match about $276,540 at 4% or $184,360 at 6%. |
| Franklin M. Wheelock, Dds, Ms, MD Ltd 401K Plan | - | 13 | $831,561 | $129,680 | $9,975iApproximate average salary by contribution assumption: employee only about $249,385 at 4% or $166,256 at 6%; with 50% employer match about $166,256 at 4% or $110,838 at 6%; with 100% employer match about $124,692 at 4% or $83,128 at 6%. |
| Franklin M. Wheelock, Dds, Ms, MD Ltd Defined Benefit Pension Plan | - | 13 | $424,460 | $157,922 | $12,148iApproximate average salary by contribution assumption: employee only about $303,696 at 4% or $202,464 at 6%; with 50% employer match about $202,464 at 4% or $134,976 at 6%; with 100% employer match about $151,848 at 4% or $101,232 at 6%. |
| 2021 | 2 | 14 | $1,411,021 | $226,149 | $16,154iApproximate average salary by contribution assumption: employee only about $403,838 at 4% or $269,225 at 6%; with 50% employer match about $269,225 at 4% or $179,483 at 6%; with 100% employer match about $201,919 at 4% or $134,613 at 6%. |
| Franklin M. Wheelock, Dds, Ms, MD Ltd 401K Plan | - | 14 | $1,134,772 | $134,408 | $9,601iApproximate average salary by contribution assumption: employee only about $240,014 at 4% or $160,010 at 6%; with 50% employer match about $160,010 at 4% or $106,673 at 6%; with 100% employer match about $120,007 at 4% or $80,005 at 6%. |
| Franklin M. Wheelock, Dds, Ms, MD Ltd Defined Benefit Pension Plan | - | 11 | $276,249 | $91,741 | $8,340iApproximate average salary by contribution assumption: employee only about $208,502 at 4% or $139,002 at 6%; with 50% employer match about $139,002 at 4% or $92,668 at 6%; with 100% employer match about $104,251 at 4% or $69,501 at 6%. |
| 2020 | 2 | 14 | $1,086,655 | $218,321 | $15,594iApproximate average salary by contribution assumption: employee only about $389,859 at 4% or $259,906 at 6%; with 50% employer match about $259,906 at 4% or $173,271 at 6%; with 100% employer match about $194,929 at 4% or $129,953 at 6%. |
| Franklin M. Wheelock, Dds, Ms, MD Ltd 401K Plan | - | 14 | $906,323 | $129,551 | $9,254iApproximate average salary by contribution assumption: employee only about $231,341 at 4% or $154,227 at 6%; with 50% employer match about $154,227 at 4% or $102,818 at 6%; with 100% employer match about $115,671 at 4% or $77,114 at 6%. |
| Franklin M. Wheelock, Dds, Ms, MD Ltd Defined Benefit Pension Plan | - | 11 | $180,332 | $88,770 | $8,070iApproximate average salary by contribution assumption: employee only about $201,750 at 4% or $134,500 at 6%; with 50% employer match about $134,500 at 4% or $89,667 at 6%; with 100% employer match about $100,875 at 4% or $67,250 at 6%. |
| 2019 | 2 | 12 | $755,394 | $237,410 | $19,784iApproximate average salary by contribution assumption: employee only about $494,604 at 4% or $329,736 at 6%; with 50% employer match about $329,736 at 4% or $219,824 at 6%; with 100% employer match about $247,302 at 4% or $164,868 at 6%. |
| Franklin M. Wheelock, Dds, Ms, MD Ltd 401K Plan | - | 12 | $666,368 | $148,384 | $12,365iApproximate average salary by contribution assumption: employee only about $309,133 at 4% or $206,089 at 6%; with 50% employer match about $206,089 at 4% or $137,393 at 6%; with 100% employer match about $154,567 at 4% or $103,044 at 6%. |
| Franklin M. Wheelock, Dds, Ms, MD Ltd Defined Benefit Pension Plan | - | 10 | $89,026 | $89,026 | $8,903iApproximate average salary by contribution assumption: employee only about $222,565 at 4% or $148,377 at 6%; with 50% employer match about $148,377 at 4% or $98,918 at 6%; with 100% employer match about $111,283 at 4% or $74,188 at 6%. |
| 2018 | 1 | 11 | $434,749 | $72,923 | $6,629iApproximate average salary by contribution assumption: employee only about $165,734 at 4% or $110,489 at 6%; with 50% employer match about $110,489 at 4% or $73,660 at 6%; with 100% employer match about $82,867 at 4% or $55,245 at 6%. |
| Franklin M. Wheelock, Dds, Ms, MD Ltd 401K Plan | - | 11 | $434,749 | $72,923 | $6,629iApproximate average salary by contribution assumption: employee only about $165,734 at 4% or $110,489 at 6%; with 50% employer match about $110,489 at 4% or $73,660 at 6%; with 100% employer match about $82,867 at 4% or $55,245 at 6%. |
| 2017 | 1 | 13 | $453,383 | $98,308 | $7,562iApproximate average salary by contribution assumption: employee only about $189,054 at 4% or $126,036 at 6%; with 50% employer match about $126,036 at 4% or $84,024 at 6%; with 100% employer match about $94,527 at 4% or $63,018 at 6%. |
| Franklin M. Wheelock, Dds, Ms, MD Ltd 401K Plan | - | 13 | $453,383 | $98,308 | $7,562iApproximate average salary by contribution assumption: employee only about $189,054 at 4% or $126,036 at 6%; with 50% employer match about $126,036 at 4% or $84,024 at 6%; with 100% employer match about $94,527 at 4% or $63,018 at 6%. |
| 2016 | 3 | 16 | $5,016,942 | $212,842 | $13,303iApproximate average salary by contribution assumption: employee only about $332,566 at 4% or $221,710 at 6%; with 50% employer match about $221,710 at 4% or $147,807 at 6%; with 100% employer match about $166,283 at 4% or $110,855 at 6%. |
| Franklin M. Wheelock, Dds, Ms, MD Ltd 401K Plan | - | 16 | $3,073,776 | $122,842 | $7,678iApproximate average salary by contribution assumption: employee only about $191,941 at 4% or $127,960 at 6%; with 50% employer match about $127,960 at 4% or $85,307 at 6%; with 100% employer match about $95,970 at 4% or $63,980 at 6%. |
| Franklin M. Wheelock, Dds, Ms, MD Ltd Defined Benefit Pension Plan | - | 12 | $1,943,166 | $90,000 | $7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%. |
| Franklin M. Wheelock, Dds, Ms, MD Ltd Defined Benefit Pension Plan | - | 0 | $0 | - | - |
| 2015 | 2 | 17 | $4,540,509 | $136,888 | $8,052iApproximate average salary by contribution assumption: employee only about $201,306 at 4% or $134,204 at 6%; with 50% employer match about $134,204 at 4% or $89,469 at 6%; with 100% employer match about $100,653 at 4% or $67,102 at 6%. |
| Franklin M. Wheelock, Dds, Ms, MD Ltd 401K Plan | - | 17 | $2,776,311 | $114,388 | $6,729iApproximate average salary by contribution assumption: employee only about $168,218 at 4% or $112,145 at 6%; with 50% employer match about $112,145 at 4% or $74,763 at 6%; with 100% employer match about $84,109 at 4% or $56,073 at 6%. |
| Franklin M. Wheelock, Dds, Ms, MD Ltd Defined Benefit Pension Plan | - | 17 | $1,764,198 | $22,500 | $1,324iApproximate average salary by contribution assumption: employee only about $33,088 at 4% or $22,059 at 6%; with 50% employer match about $22,059 at 4% or $14,706 at 6%; with 100% employer match about $16,544 at 4% or $11,029 at 6%. |
| 2014 | 2 | 19 | $4,603,619 | $202,522 | $10,659iApproximate average salary by contribution assumption: employee only about $266,476 at 4% or $177,651 at 6%; with 50% employer match about $177,651 at 4% or $118,434 at 6%; with 100% employer match about $133,238 at 4% or $88,825 at 6%. |
| Franklin M. Wheelock, Dds, Ms, MD Ltd 401K Plan | - | 18 | $2,798,251 | $115,591 | $6,422iApproximate average salary by contribution assumption: employee only about $160,543 at 4% or $107,029 at 6%; with 50% employer match about $107,029 at 4% or $71,352 at 6%; with 100% employer match about $80,272 at 4% or $53,514 at 6%. |
| Franklin M. Wheelock, Dds, Ms, MD Ltd Defined Benefit Pension Plan | - | 19 | $1,805,368 | $86,931 | $4,575iApproximate average salary by contribution assumption: employee only about $114,383 at 4% or $76,255 at 6%; with 50% employer match about $76,255 at 4% or $50,837 at 6%; with 100% employer match about $57,191 at 4% or $38,128 at 6%. |
| 2013 | 2 | 16 | $4,125,429 | $341,401 | $21,338iApproximate average salary by contribution assumption: employee only about $533,439 at 4% or $355,626 at 6%; with 50% employer match about $355,626 at 4% or $237,084 at 6%; with 100% employer match about $266,720 at 4% or $177,813 at 6%. |
| Franklin M. Wheelock, Dds, Ms, MD Ltd 401K Plan | - | 15 | $2,506,894 | $109,401 | $7,293iApproximate average salary by contribution assumption: employee only about $182,335 at 4% or $121,557 at 6%; with 50% employer match about $121,557 at 4% or $81,038 at 6%; with 100% employer match about $91,168 at 4% or $60,778 at 6%. |
| Franklin M. Wheelock, Dds, Ms, MD Ltd Defined Benefit Pension Plan | - | 16 | $1,618,535 | $232,000 | $14,500iApproximate average salary by contribution assumption: employee only about $362,500 at 4% or $241,667 at 6%; with 50% employer match about $241,667 at 4% or $161,111 at 6%; with 100% employer match about $181,250 at 4% or $120,833 at 6%. |
| 2012 | 2 | 15 | $3,349,553 | $335,330 | $22,355iApproximate average salary by contribution assumption: employee only about $558,883 at 4% or $372,589 at 6%; with 50% employer match about $372,589 at 4% or $248,393 at 6%; with 100% employer match about $279,442 at 4% or $186,294 at 6%. |
| Franklin M. Wheelock, Dds, Ms, MD Ltd 401K Plan | - | 14 | $2,103,269 | $106,678 | $7,620iApproximate average salary by contribution assumption: employee only about $190,496 at 4% or $126,998 at 6%; with 50% employer match about $126,998 at 4% or $84,665 at 6%; with 100% employer match about $95,248 at 4% or $63,499 at 6%. |
| Franklin M. Wheelock, Dds, Ms, MD Ltd Defined Benefit Pension Plan | - | 15 | $1,246,284 | $228,652 | $15,243iApproximate average salary by contribution assumption: employee only about $381,087 at 4% or $254,058 at 6%; with 50% employer match about $254,058 at 4% or $169,372 at 6%; with 100% employer match about $190,543 at 4% or $127,029 at 6%. |
| 2011 | 2 | 14 | $2,673,645 | $310,016 | $22,144iApproximate average salary by contribution assumption: employee only about $553,600 at 4% or $369,067 at 6%; with 50% employer match about $369,067 at 4% or $246,044 at 6%; with 100% employer match about $276,800 at 4% or $184,533 at 6%. |
| Franklin M. Wheelock, Dds, Ms, MD Ltd 401K Plan | - | 14 | $1,766,588 | $103,580 | $7,399iApproximate average salary by contribution assumption: employee only about $184,964 at 4% or $123,310 at 6%; with 50% employer match about $123,310 at 4% or $82,206 at 6%; with 100% employer match about $92,482 at 4% or $61,655 at 6%. |
| Franklin M. Wheelock, Dds, Ms, MD Ltd Defined Benefit Pension Plan | - | 14 | $907,057 | $206,436 | $14,745iApproximate average salary by contribution assumption: employee only about $368,636 at 4% or $245,757 at 6%; with 50% employer match about $245,757 at 4% or $163,838 at 6%; with 100% employer match about $184,318 at 4% or $122,879 at 6%. |
| 2010 | 2 | 12 | $2,359,047 | $451,012 | $37,584iApproximate average salary by contribution assumption: employee only about $939,608 at 4% or $626,406 at 6%; with 50% employer match about $626,406 at 4% or $417,604 at 6%; with 100% employer match about $469,804 at 4% or $313,203 at 6%. |
| Franklin M. Wheelock, Dds, Ms, MD Ltd 401K Plan | - | 12 | $1,673,839 | $224,434 | $18,703iApproximate average salary by contribution assumption: employee only about $467,571 at 4% or $311,714 at 6%; with 50% employer match about $311,714 at 4% or $207,809 at 6%; with 100% employer match about $233,785 at 4% or $155,857 at 6%. |
| Franklin M. Wheelock, Dds, Ms, MD Ltd Defined Benefit Pension Plan | - | 12 | $685,208 | $226,578 | $18,882iApproximate average salary by contribution assumption: employee only about $472,038 at 4% or $314,692 at 6%; with 50% employer match about $314,692 at 4% or $209,794 at 6%; with 100% employer match about $236,019 at 4% or $157,346 at 6%. |
| 2009 | 2 | 12 | $1,738,707 | $309,787 | $25,816iApproximate average salary by contribution assumption: employee only about $645,390 at 4% or $430,260 at 6%; with 50% employer match about $430,260 at 4% or $286,840 at 6%; with 100% employer match about $322,695 at 4% or $215,130 at 6%. |
| Franklin M. Wheelock, Dds, Ms, MD Ltd 401K Plan | - | 12 | $1,320,345 | $100,831 | $8,403iApproximate average salary by contribution assumption: employee only about $210,065 at 4% or $140,043 at 6%; with 50% employer match about $140,043 at 4% or $93,362 at 6%; with 100% employer match about $105,032 at 4% or $70,022 at 6%. |
| Franklin M. Wheelock, Dds, Ms, MD Ltd Defined Benefit Pension Plan | - | 12 | $418,362 | $208,956 | $17,413iApproximate average salary by contribution assumption: employee only about $435,325 at 4% or $290,217 at 6%; with 50% employer match about $290,217 at 4% or $193,478 at 6%; with 100% employer match about $217,663 at 4% or $145,108 at 6%. |
| 2008 | 2 | 12 | $1,195,150 | $694,953 | $57,913iApproximate average salary by contribution assumption: employee only about $1,447,819 at 4% or $965,213 at 6%; with 50% employer match about $965,213 at 4% or $643,475 at 6%; with 100% employer match about $723,909 at 4% or $482,606 at 6%. |
| Franklin M. Wheelock, Dds, Ms, MD Ltd 401K Plan | - | 12 | $1,021,597 | $521,400 | $43,450iApproximate average salary by contribution assumption: employee only about $1,086,250 at 4% or $724,167 at 6%; with 50% employer match about $724,167 at 4% or $482,778 at 6%; with 100% employer match about $543,125 at 4% or $362,083 at 6%. |
| Franklin M. Wheelock, Dds, Ms, MD Ltd Defined Benefit Pension Plan | - | 12 | $173,553 | $173,553 | $14,463iApproximate average salary by contribution assumption: employee only about $361,569 at 4% or $241,046 at 6%; with 50% employer match about $241,046 at 4% or $160,697 at 6%; with 100% employer match about $180,784 at 4% or $120,523 at 6%. |
| 2007 | 1 | 12 | $0 | $0 | - |
| FRANKLIN M. WHEELOCK, DDS, MS, MD, LTD 401K PLAN | - | 12 | - | - | - |
| 2006 | 1 | 11 | $510,075 | $110,631 | $10,057iApproximate average salary by contribution assumption: employee only about $251,434 at 4% or $167,623 at 6%; with 50% employer match about $167,623 at 4% or $111,748 at 6%; with 100% employer match about $125,717 at 4% or $83,811 at 6%. |
| FRANKLIN M. WHEELOCK, DDS, MS, MD, LTD 401K PLAN | - | 11 | $510,075 | $110,631 | $10,057iApproximate average salary by contribution assumption: employee only about $251,434 at 4% or $167,623 at 6%; with 50% employer match about $167,623 at 4% or $111,748 at 6%; with 100% employer match about $125,717 at 4% or $83,811 at 6%. |
| 2005 | 1 | 10 | $370,510 | $106,075 | $10,608iApproximate average salary by contribution assumption: employee only about $265,188 at 4% or $176,792 at 6%; with 50% employer match about $176,792 at 4% or $117,861 at 6%; with 100% employer match about $132,594 at 4% or $88,396 at 6%. |
| FRANKLIN M. WHEELOCK, DDS, MS, MD, LTD 401K PLAN | - | 10 | $370,510 | $106,075 | $10,608iApproximate average salary by contribution assumption: employee only about $265,188 at 4% or $176,792 at 6%; with 50% employer match about $176,792 at 4% or $117,861 at 6%; with 100% employer match about $132,594 at 4% or $88,396 at 6%. |
| 2004 | 1 | 10 | $255,373 | $101,701 | $10,170iApproximate average salary by contribution assumption: employee only about $254,253 at 4% or $169,502 at 6%; with 50% employer match about $169,502 at 4% or $113,001 at 6%; with 100% employer match about $127,126 at 4% or $84,751 at 6%. |
| FRANKLIN M. WHEELOCK, DDS, MS, MD, LTD 401K PLAN | - | 10 | $255,373 | $101,701 | $10,170iApproximate average salary by contribution assumption: employee only about $254,253 at 4% or $169,502 at 6%; with 50% employer match about $169,502 at 4% or $113,001 at 6%; with 100% employer match about $127,126 at 4% or $84,751 at 6%. |
| 2003 | 1 | 11 | $132,758 | $121,715 | $11,065iApproximate average salary by contribution assumption: employee only about $276,625 at 4% or $184,417 at 6%; with 50% employer match about $184,417 at 4% or $122,944 at 6%; with 100% employer match about $138,313 at 4% or $92,208 at 6%. |
| FRANKLIN M. WHEELOCK, DDS, MS, MD, LTD 401K PLAN | - | 11 | $132,758 | $121,715 | $11,065iApproximate average salary by contribution assumption: employee only about $276,625 at 4% or $184,417 at 6%; with 50% employer match about $184,417 at 4% or $122,944 at 6%; with 100% employer match about $138,313 at 4% or $92,208 at 6%. |