Civic Intelligence

Wheeler Associates

Plan context: Wheeler Associates 401(K) Plan

EIN 58-1798576 • 4 filings • 2 plans

Current Snapshot

Latest Year

2011

2011 Participants

4

2011 Assets

$86,668

2011 Contributions

$2,009

Historical Graphs

Total Assets Over Time

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

$86,734$43,367$0200820102011YearValue
$86,668Latest year 2011

Participants Over Time

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

420200820102011YearValue
4Latest year 2011

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
201114$86,668$2,009$502iApproximate average salary by contribution assumption: employee only about $12,556 at 4% or $8,371 at 6%; with 50% employer match about $8,371 at 4% or $5,581 at 6%; with 100% employer match about $6,278 at 4% or $4,185 at 6%.
Wheeler Associates 401(K) Plan-4$86,668$2,009$502iApproximate average salary by contribution assumption: employee only about $12,556 at 4% or $8,371 at 6%; with 50% employer match about $8,371 at 4% or $5,581 at 6%; with 100% employer match about $6,278 at 4% or $4,185 at 6%.
201013$86,734$3,482$1,161iApproximate average salary by contribution assumption: employee only about $29,017 at 4% or $19,344 at 6%; with 50% employer match about $19,344 at 4% or $12,896 at 6%; with 100% employer match about $14,508 at 4% or $9,672 at 6%.
Wheeler Associates 401(K) Plan-3$86,734$3,482$1,161iApproximate average salary by contribution assumption: employee only about $29,017 at 4% or $19,344 at 6%; with 50% employer match about $19,344 at 4% or $12,896 at 6%; with 100% employer match about $14,508 at 4% or $9,672 at 6%.
200912$75,745$2,611$1,306iApproximate average salary by contribution assumption: employee only about $32,638 at 4% or $21,758 at 6%; with 50% employer match about $21,758 at 4% or $14,506 at 6%; with 100% employer match about $16,319 at 4% or $10,879 at 6%.
Wheeler Associates 401(K) Plan-2$75,745$2,611$1,306iApproximate average salary by contribution assumption: employee only about $32,638 at 4% or $21,758 at 6%; with 50% employer match about $21,758 at 4% or $14,506 at 6%; with 100% employer match about $16,319 at 4% or $10,879 at 6%.
200811$58,077$76,434$76,434iApproximate average salary by contribution assumption: employee only about $1,910,850 at 4% or $1,273,900 at 6%; with 50% employer match about $1,273,900 at 4% or $849,267 at 6%; with 100% employer match about $955,425 at 4% or $636,950 at 6%.
Wheeler Associates 401(K) Plan-1$58,077$76,434$76,434iApproximate average salary by contribution assumption: employee only about $1,910,850 at 4% or $1,273,900 at 6%; with 50% employer match about $1,273,900 at 4% or $849,267 at 6%; with 100% employer match about $955,425 at 4% or $636,950 at 6%.