Samuel F. Wheeler, DMD, Pa
Plan context: SAMUEL F. WHEELER, DMD, PA 401(K) PROFIT SHARING PLAN
EIN 57-0705526 • Saluda, SC • 29 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
7
2024 Assets
$3,182,647
2024 Contributions
$125,841
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 | 1 | 7 | $3,182,647 | $125,841 | $17,977iApproximate average salary by contribution assumption: employee only about $449,432 at 4% or $299,621 at 6%; with 50% employer match about $299,621 at 4% or $199,748 at 6%; with 100% employer match about $224,716 at 4% or $149,811 at 6%. |
| SAMUEL F. WHEELER, DMD, PA 401(K) PROFIT SHARING PLAN | - | 7 | $3,182,647 | $125,841 | $17,977iApproximate average salary by contribution assumption: employee only about $449,432 at 4% or $299,621 at 6%; with 50% employer match about $299,621 at 4% or $199,748 at 6%; with 100% employer match about $224,716 at 4% or $149,811 at 6%. |
| 2023 | 1 | 7 | $2,631,116 | $156,137 | $22,305iApproximate average salary by contribution assumption: employee only about $557,632 at 4% or $371,755 at 6%; with 50% employer match about $371,755 at 4% or $247,837 at 6%; with 100% employer match about $278,816 at 4% or $185,877 at 6%. |
| SAMUEL F. WHEELER, DMD, PA 401(K) PROFIT SHARING PLAN | - | 7 | $2,631,116 | $156,137 | $22,305iApproximate average salary by contribution assumption: employee only about $557,632 at 4% or $371,755 at 6%; with 50% employer match about $371,755 at 4% or $247,837 at 6%; with 100% employer match about $278,816 at 4% or $185,877 at 6%. |
| 2022 | 1 | 9 | $2,046,090 | $145,777 | $16,197iApproximate average salary by contribution assumption: employee only about $404,936 at 4% or $269,957 at 6%; with 50% employer match about $269,957 at 4% or $179,972 at 6%; with 100% employer match about $202,468 at 4% or $134,979 at 6%. |
| SAMUEL F. WHEELER, DMD, PA 401(K) PROFIT SHARING PLAN | - | 9 | $2,046,090 | $145,777 | $16,197iApproximate average salary by contribution assumption: employee only about $404,936 at 4% or $269,957 at 6%; with 50% employer match about $269,957 at 4% or $179,972 at 6%; with 100% employer match about $202,468 at 4% or $134,979 at 6%. |
| 2021 | 1 | 9 | $2,470,900 | $91,440 | $10,160iApproximate average salary by contribution assumption: employee only about $254,000 at 4% or $169,333 at 6%; with 50% employer match about $169,333 at 4% or $112,889 at 6%; with 100% employer match about $127,000 at 4% or $84,667 at 6%. |
| SAMUEL F. WHEELER, DMD, PA 401(K) PROFIT SHARING PLAN | - | 9 | $2,470,900 | $91,440 | $10,160iApproximate average salary by contribution assumption: employee only about $254,000 at 4% or $169,333 at 6%; with 50% employer match about $169,333 at 4% or $112,889 at 6%; with 100% employer match about $127,000 at 4% or $84,667 at 6%. |
| 2020 | 1 | 9 | $1,951,387 | $64,689 | $7,188iApproximate average salary by contribution assumption: employee only about $179,692 at 4% or $119,794 at 6%; with 50% employer match about $119,794 at 4% or $79,863 at 6%; with 100% employer match about $89,846 at 4% or $59,897 at 6%. |
| SAMUEL F. WHEELER, DMD, PA 401(K) PROFIT SHARING PLAN | - | 9 | $1,951,387 | $64,689 | $7,188iApproximate average salary by contribution assumption: employee only about $179,692 at 4% or $119,794 at 6%; with 50% employer match about $119,794 at 4% or $79,863 at 6%; with 100% employer match about $89,846 at 4% or $59,897 at 6%. |
| 2019 | 1 | 9 | $1,712,382 | $60,990 | $6,777iApproximate average salary by contribution assumption: employee only about $169,417 at 4% or $112,944 at 6%; with 50% employer match about $112,944 at 4% or $75,296 at 6%; with 100% employer match about $84,708 at 4% or $56,472 at 6%. |
| SAMUEL F. WHEELER, DMD, PA 401(K) PROFIT SHARING PLAN | - | 9 | $1,712,382 | $60,990 | $6,777iApproximate average salary by contribution assumption: employee only about $169,417 at 4% or $112,944 at 6%; with 50% employer match about $112,944 at 4% or $75,296 at 6%; with 100% employer match about $84,708 at 4% or $56,472 at 6%. |
| 2017 | 1 | 10 | $2,148,846 | $62,655 | $6,266iApproximate average salary by contribution assumption: employee only about $156,638 at 4% or $104,425 at 6%; with 50% employer match about $104,425 at 4% or $69,617 at 6%; with 100% employer match about $78,319 at 4% or $52,213 at 6%. |
| SAMUEL F. WHEELER, DMD, PA 401(K) PROFIT SHARING PLAN | - | 10 | $2,148,846 | $62,655 | $6,266iApproximate average salary by contribution assumption: employee only about $156,638 at 4% or $104,425 at 6%; with 50% employer match about $104,425 at 4% or $69,617 at 6%; with 100% employer match about $78,319 at 4% or $52,213 at 6%. |
| 2016 | 1 | 9 | $1,734,599 | $106,056 | $11,784iApproximate average salary by contribution assumption: employee only about $294,600 at 4% or $196,400 at 6%; with 50% employer match about $196,400 at 4% or $130,933 at 6%; with 100% employer match about $147,300 at 4% or $98,200 at 6%. |
| SAMUEL F. WHEELER, DMD, PA 401(K) PROFIT SHARING PLAN | - | 9 | $1,734,599 | $106,056 | $11,784iApproximate average salary by contribution assumption: employee only about $294,600 at 4% or $196,400 at 6%; with 50% employer match about $196,400 at 4% or $130,933 at 6%; with 100% employer match about $147,300 at 4% or $98,200 at 6%. |
| 2015 | 1 | 8 | $1,538,221 | $34,530 | $4,316iApproximate average salary by contribution assumption: employee only about $107,906 at 4% or $71,938 at 6%; with 50% employer match about $71,938 at 4% or $47,958 at 6%; with 100% employer match about $53,953 at 4% or $35,969 at 6%. |
| SAMUEL F. WHEELER, DMD, PA 401(K) PROFIT SHARING PLAN | - | 8 | $1,538,221 | $34,530 | $4,316iApproximate average salary by contribution assumption: employee only about $107,906 at 4% or $71,938 at 6%; with 50% employer match about $71,938 at 4% or $47,958 at 6%; with 100% employer match about $53,953 at 4% or $35,969 at 6%. |
| 2014 | 2 | 8 | $1,589,139 | $929,776 | $116,222iApproximate average salary by contribution assumption: employee only about $2,905,550 at 4% or $1,937,033 at 6%; with 50% employer match about $1,937,033 at 4% or $1,291,356 at 6%; with 100% employer match about $1,452,775 at 4% or $968,517 at 6%. |
| SAMUEL F. WHEELER, DMD, PA 401(K) PROFIT SHARING PLAN | - | 8 | $1,589,139 | $929,776 | $116,222iApproximate average salary by contribution assumption: employee only about $2,905,550 at 4% or $1,937,033 at 6%; with 50% employer match about $1,937,033 at 4% or $1,291,356 at 6%; with 100% employer match about $1,452,775 at 4% or $968,517 at 6%. |
| Samuel F. Wheeler, DMD, Pa Pension Plan & Trust | - | 0 | $0 | $0 | - |
| 2013 | 2 | 9 | $1,479,582 | $37,297 | $4,144iApproximate average salary by contribution assumption: employee only about $103,603 at 4% or $69,069 at 6%; with 50% employer match about $69,069 at 4% or $46,046 at 6%; with 100% employer match about $51,801 at 4% or $34,534 at 6%. |
| Samuel F. Wheeler, DMD, Pa Pension Plan & Trust | - | 6 | $899,376 | $0 | - |
| SAMUEL F. WHEELER, DMD, PA 401(K) PROFIT SHARING PLAN | - | 9 | $580,206 | $37,297 | $4,144iApproximate average salary by contribution assumption: employee only about $103,603 at 4% or $69,069 at 6%; with 50% employer match about $69,069 at 4% or $46,046 at 6%; with 100% employer match about $51,801 at 4% or $34,534 at 6%. |
| 2012 | 2 | 9 | $1,137,662 | $44,829 | $4,981iApproximate average salary by contribution assumption: employee only about $124,525 at 4% or $83,017 at 6%; with 50% employer match about $83,017 at 4% or $55,344 at 6%; with 100% employer match about $62,263 at 4% or $41,508 at 6%. |
| Samuel F. Wheeler, DMD, Pa Pension Plan & Trust | - | 6 | $732,420 | $0 | - |
| SAMUEL F. WHEELER, DMD, PA 401(K) PROFIT SHARING PLAN | - | 9 | $405,242 | $44,829 | $4,981iApproximate average salary by contribution assumption: employee only about $124,525 at 4% or $83,017 at 6%; with 50% employer match about $83,017 at 4% or $55,344 at 6%; with 100% employer match about $62,263 at 4% or $41,508 at 6%. |
| 2011 | 2 | 9 | $949,049 | $64,479 | $7,164iApproximate average salary by contribution assumption: employee only about $179,108 at 4% or $119,406 at 6%; with 50% employer match about $119,406 at 4% or $79,604 at 6%; with 100% employer match about $89,554 at 4% or $59,703 at 6%. |
| Samuel F. Wheeler, DMD, Pa Pension Plan & Trust | - | 6 | $643,685 | $0 | - |
| SAMUEL F. WHEELER, DMD, PA 401(K) PROFIT SHARING PLAN | - | 9 | $305,364 | $64,479 | $7,164iApproximate average salary by contribution assumption: employee only about $179,108 at 4% or $119,406 at 6%; with 50% employer match about $119,406 at 4% or $79,604 at 6%; with 100% employer match about $89,554 at 4% or $59,703 at 6%. |
| 2010 | 2 | 9 | $966,116 | $72,485 | $8,054iApproximate average salary by contribution assumption: employee only about $201,347 at 4% or $134,231 at 6%; with 50% employer match about $134,231 at 4% or $89,488 at 6%; with 100% employer match about $100,674 at 4% or $67,116 at 6%. |
| Samuel F. Wheeler, DMD, Pa Pension Plan & Trust | - | 6 | $676,658 | $0 | - |
| SAMUEL F. WHEELER, DMD, PA 401(K) PROFIT SHARING PLAN | - | 9 | $289,458 | $72,485 | $8,054iApproximate average salary by contribution assumption: employee only about $201,347 at 4% or $134,231 at 6%; with 50% employer match about $134,231 at 4% or $89,488 at 6%; with 100% employer match about $100,674 at 4% or $67,116 at 6%. |
| 2009 | 2 | 9 | $858,414 | $98,737 | $10,971iApproximate average salary by contribution assumption: employee only about $274,269 at 4% or $182,846 at 6%; with 50% employer match about $182,846 at 4% or $121,898 at 6%; with 100% employer match about $137,135 at 4% or $91,423 at 6%. |
| Samuel F. Wheeler, DMD, Pa Pension Plan & Trust | - | 6 | $678,342 | $0 | - |
| SAMUEL F. WHEELER, DMD, PA 401(K) PROFIT SHARING PLAN | - | 9 | $180,072 | $98,737 | $10,971iApproximate average salary by contribution assumption: employee only about $274,269 at 4% or $182,846 at 6%; with 50% employer match about $182,846 at 4% or $121,898 at 6%; with 100% employer match about $137,135 at 4% or $91,423 at 6%. |
| 2008 | 2 | 8 | $572,241 | $64,925 | $8,116iApproximate average salary by contribution assumption: employee only about $202,891 at 4% or $135,260 at 6%; with 50% employer match about $135,260 at 4% or $90,174 at 6%; with 100% employer match about $101,445 at 4% or $67,630 at 6%. |
| Samuel F. Wheeler, DMD, Pa Pension Plan & Trust | - | 0 | $510,729 | - | - |
| SAMUEL F. WHEELER, DMD, PA 401K PROFIT SHARING PLAN | - | 8 | $61,512 | $64,925 | $8,116iApproximate average salary by contribution assumption: employee only about $202,891 at 4% or $135,260 at 6%; with 50% employer match about $135,260 at 4% or $90,174 at 6%; with 100% employer match about $101,445 at 4% or $67,630 at 6%. |
| 2007 | 1 | 0 | $866,823 | $100,516 | - |
| Samuel F. Wheeler, DMD, Pa Pension Plan & Trust | - | 0 | $866,823 | $100,516 | - |
| 2006 | 1 | 5 | $702,729 | $93,000 | $18,600iApproximate average salary by contribution assumption: employee only about $465,000 at 4% or $310,000 at 6%; with 50% employer match about $310,000 at 4% or $206,667 at 6%; with 100% employer match about $232,500 at 4% or $155,000 at 6%. |
| Samuel F. Wheeler, DMD, Pa Pension Plan & Trust | - | 5 | $702,729 | $93,000 | $18,600iApproximate average salary by contribution assumption: employee only about $465,000 at 4% or $310,000 at 6%; with 50% employer match about $310,000 at 4% or $206,667 at 6%; with 100% employer match about $232,500 at 4% or $155,000 at 6%. |
| 2003 | 1 | 5 | $336,174 | $108,976 | $21,795iApproximate average salary by contribution assumption: employee only about $544,880 at 4% or $363,253 at 6%; with 50% employer match about $363,253 at 4% or $242,169 at 6%; with 100% employer match about $272,440 at 4% or $181,627 at 6%. |
| Samuel F. Wheeler, DMD, Pa Pension Plan & Trust | - | 5 | $336,174 | $108,976 | $21,795iApproximate average salary by contribution assumption: employee only about $544,880 at 4% or $363,253 at 6%; with 50% employer match about $363,253 at 4% or $242,169 at 6%; with 100% employer match about $272,440 at 4% or $181,627 at 6%. |
| 2002 | 1 | 5 | $159,098 | $95,761 | $19,152iApproximate average salary by contribution assumption: employee only about $478,805 at 4% or $319,203 at 6%; with 50% employer match about $319,203 at 4% or $212,802 at 6%; with 100% employer match about $239,403 at 4% or $159,602 at 6%. |
| Samuel F. Wheeler, DMD, Pa Pension Plan & Trust | - | 5 | $159,098 | $95,761 | $19,152iApproximate average salary by contribution assumption: employee only about $478,805 at 4% or $319,203 at 6%; with 50% employer match about $319,203 at 4% or $212,802 at 6%; with 100% employer match about $239,403 at 4% or $159,602 at 6%. |
| 2001 | 2 | 5 | $0 | $0 | - |
| Samuel F. Wheeler, DMD, Pa Pension Plan & Trust | - | 5 | - | - | - |
| Samuel F. Wheeler, DMD, Pa Pension Plan & Trust | - | 5 | - | - | - |