Wheatley Management Company
Plan context: Wheatley Management Inc. Savings Plan
EIN 56-2273932 • Naples, FL • 8 filings • 2 plans
Current Snapshot
Latest Year
2012
2012 Participants
1
2012 Assets
$143,653
2012 Contributions
$31,800
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 |
|---|---|---|---|---|---|
| 2012 | 1 | 0 | $0 | $0 | - |
| Wheatley Management Inc. Savings Plan | - | 0 | $0 | - | - |
| 2011 | 1 | 1 | $143,653 | $0 | - |
| Wheatley Management Inc. Savings Plan | - | 1 | $143,653 | - | - |
| 2010 | 1 | 1 | $132,102 | $31,800 | $31,800iApproximate average salary by contribution assumption: employee only about $795,000 at 4% or $530,000 at 6%; with 50% employer match about $530,000 at 4% or $353,333 at 6%; with 100% employer match about $397,500 at 4% or $265,000 at 6%. |
| Wheatley Management Inc. Savings Plan | - | 1 | $132,102 | $31,800 | $31,800iApproximate average salary by contribution assumption: employee only about $795,000 at 4% or $530,000 at 6%; with 50% employer match about $530,000 at 4% or $353,333 at 6%; with 100% employer match about $397,500 at 4% or $265,000 at 6%. |
| 2009 | 1 | 1 | $81,671 | $41,600 | $41,600iApproximate average salary by contribution assumption: employee only about $1,040,000 at 4% or $693,333 at 6%; with 50% employer match about $693,333 at 4% or $462,222 at 6%; with 100% employer match about $520,000 at 4% or $346,667 at 6%. |
| Wheatley Management Inc. Savings Plan | - | 1 | $81,671 | $41,600 | $41,600iApproximate average salary by contribution assumption: employee only about $1,040,000 at 4% or $693,333 at 6%; with 50% employer match about $693,333 at 4% or $462,222 at 6%; with 100% employer match about $520,000 at 4% or $346,667 at 6%. |
| 2008 | 1 | 2 | $21,274 | $29,700 | $14,850iApproximate average salary by contribution assumption: employee only about $371,250 at 4% or $247,500 at 6%; with 50% employer match about $247,500 at 4% or $165,000 at 6%; with 100% employer match about $185,625 at 4% or $123,750 at 6%. |
| Wheatley Management Inc. Savings Plan | - | 2 | $21,274 | $29,700 | $14,850iApproximate average salary by contribution assumption: employee only about $371,250 at 4% or $247,500 at 6%; with 50% employer match about $247,500 at 4% or $165,000 at 6%; with 100% employer match about $185,625 at 4% or $123,750 at 6%. |
| 2004 | 1 | 0 | $131,111 | $50,430 | - |
| Wheatley Management Inc. Savings Plan | - | 0 | $131,111 | $50,430 | - |
| 2003 | 1 | 12 | $185,955 | $55,494 | $4,625iApproximate average salary by contribution assumption: employee only about $115,613 at 4% or $77,075 at 6%; with 50% employer match about $77,075 at 4% or $51,383 at 6%; with 100% employer match about $57,806 at 4% or $38,538 at 6%. |
| Wheatley Management Inc. Savings Plan | - | 12 | $185,955 | $55,494 | $4,625iApproximate average salary by contribution assumption: employee only about $115,613 at 4% or $77,075 at 6%; with 50% employer match about $77,075 at 4% or $51,383 at 6%; with 100% employer match about $57,806 at 4% or $38,538 at 6%. |
| 2002 | 1 | 11 | $93,474 | $110,127 | $10,012iApproximate average salary by contribution assumption: employee only about $250,289 at 4% or $166,859 at 6%; with 50% employer match about $166,859 at 4% or $111,239 at 6%; with 100% employer match about $125,144 at 4% or $83,430 at 6%. |
| Wheatley Management Inc. Savings Plan | - | 11 | $93,474 | $110,127 | $10,012iApproximate average salary by contribution assumption: employee only about $250,289 at 4% or $166,859 at 6%; with 50% employer match about $166,859 at 4% or $111,239 at 6%; with 100% employer match about $125,144 at 4% or $83,430 at 6%. |