Civic Intelligence

James S Wheeler DMD PC

Plan context: James S Wheeler DMD PC Emp Pen Ben Plan - Profit S

EIN 58-1466023 • 11 filings • 6 plans

Current Snapshot

Latest Year

2004

2004 Participants

2

2004 Assets

$274,240

2004 Contributions

$6,387

Historical Graphs

Total Assets Over Time

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

$344,277$172,139$019992003YearValue
$274,240Latest year 2003

Participants Over Time

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

210199920012003YearValue
2Latest year 2003

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
200410$0$0-
James S Wheeler DMD PC Emp Pen Ben Plan - Profit S-0---
200322$274,240$0-
James S Wheeler DMD PC Emp Pen Ben Plan - Profit S-2$274,240--
James S Wheeler DMD PC Emp Pen Ben Plan - Pension-0---
200222$0$0-
James S Wheeler DMD PC Emp Pen Ben Plan - Profit S-2---
James S Wheeler DMD PC Emp Pen Ben Plan - Pension-2---
200122$0$0-
James S Wheeler DMD PC Emp Pen Ben Plan - Pension-2---
James S Wheeler DMD PC Emp Pen Ben Plan - Profit S-2---
200022$0$0-
James S Wheeler DMD PC Emp Pen Ben Plan - Profit S-2---
James S Wheeler DMD PC Emp Pen Ben Plan - Pension-2---
199922$344,277$6,387$3,194iApproximate average salary by contribution assumption: employee only about $79,838 at 4% or $53,225 at 6%; with 50% employer match about $53,225 at 4% or $35,483 at 6%; with 100% employer match about $39,919 at 4% or $26,613 at 6%.
James S Wheeler DMD PC Emp Pen Ben Plan - Pension-2$290,202$6,387$3,194iApproximate average salary by contribution assumption: employee only about $79,838 at 4% or $53,225 at 6%; with 50% employer match about $53,225 at 4% or $35,483 at 6%; with 100% employer match about $39,919 at 4% or $26,613 at 6%.
James S Wheeler DMD PC Emp Pen Ben Plan - Profit S-2$54,075--